Brazil's Cattle Cycle Turns Just as China Disrupts Export Seasonality

Brazil beef exports, China import quotas, cattle supply trends and feedlot economics are entering a new phase. Larissa Alvarez, StoneX Brazil Market Intelligence Analyst, explains how China's changing import quota system is reshaping export seasonality while new data suggests Brazil's cattle cycle may be turning. The discussion examines slowing female slaughter, potential herd rebuilding, feedlot placement decisions and the forces that could drive beef prices through 2026 and into 2027. Download the StoneX 2026 Commodities Outlook: https://www.stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q3_26 Make Meats and Livestock Insights Your Competitive Advantage: https://shop.stonex.com/es-py/collections/meats-livestock?utm_source=YouTube&utm_medium=social&utm_campaign=sxtv_guest_larissa_alvarez Like and subscribe for more financial market insights. #StoneX #LarissaAlvarez #BrazilBeef #CattleMarket #BeefExports #ChinaDemand #LivestockMarkets #FeedlotEconomics #Agriculture #Commodities