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Royalfan5

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Posts posted by Royalfan5

  1. On an afternoon livestock note, we basically held steady at 70% on cattle run rates, 1K head on the day, and hogs were around 65% but were up 9K on the day. If we can get through the rest of the week without further plant closures, I think we will start to increase runs next week, and could be back to close to 90% by the end of the first week of May if there aren't further setbacks. 

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  2. Also in livestock news, Tyson is idling a pork plant in Waterloo, IA which is generating headlines now, buried in the story is they got their Columbus Junction plant back up and running, so while it's doesn't make things better it shouldn't make things worse for the moment. 

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  3. For your morning livestock update. Fresh pork was up again but seems to be leveling off for bellies, still about 8 bucks below the spike high. Had a client tell me today that the pork integrator he feeds for got his buildings clear a couple weeks ago, and restocked, but they are now 15-20 loads backed up overall as they can only get so many into Fremont(Hormel), and Smithfield in Crete is swamped with Sioux Falls overrrun, and Seaboard in St. Joe is taking member owners first and only has a little spare capacity.

    Beef values surged again but choice looks to be leveling off some and that is the bulk of your supply. Cow plants seem to be holding up better labor wise but are swamped with dairy and beef fulls which should help to hold ground beef down a bit overtime. Client with ready cattle in Kansas is backed up on three loads currently going to Dodge City  

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  4. 3 minutes ago, Iceman said:

    low prices from beef packers damned sure aren't being reflected at the meat counter.

    Yeah, we don't have enough healthy workers to process the ready cattle. There's more ready cattle than packers can handle, so their cheap, and there's more beef demand than the packers can meet, so it's expensive. Bottlenecks rarely favor the consumer. 

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  5. On the packing plant progress, cattle capacity utilization fell to about 70% today, hogs fell to about 65%, hopefully cattle can comeback a little to tomorrow if Tyson in Dakota City is back up, and they can get a Saturday shift. Hogs badly need to get something unfucked between everybody but Seaboard fucking up things horribly. Packers have good enough margins here that they could shoot every 3rd animal and toss them in a hole outback instead of processing, and still make money, and that would probably be the best thing for the cattle and hog guys at this point. 

  6. Livestock update, cattle held at about 75% of capacity with Tyson-Dakota City out today and tomorrow, but hopefully just those two day. Hogs were about 70% as well, but better than a week ago, with still no news on restarting Sioux Falls, and Worthington down indefinitly as well. The big back up in hogs is going to be in NE NE, NC Iowa, South Dakota and Minnesota. You get further south and plants are holding up better. Starting to see poultry issues in the South too. 

  7. On a meat note, beef prices are now within $5 of the recent spike high, #hogs with $13, with a big jump in bellies today. JBS has 20K a day plant down in Minnesota now for hogs, and it looks like we will be close to 70% capacity on runs to start the week. Short term there still shouldn't be major issues with meat supply, it's the back end where it will get wild especially on hogs because backed up cattle can be slowed down on gain, and hogs will probably have to be gassed or shot if they can't find processor space, and that will leave a hole this fall. 

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  8. 19 minutes ago, Mrs Whiggins said:

    Relatives moved back to Genoa after living in Garden City, Kansas for many years. I bet Garden City is lit up with cases too.

    There not as bad. If it gets into a plant it's bad news, but some plants haven't been hit at all so far like Smithfield in Crete, and Cargill in Schuyler 

  9. 2 minutes ago, Tuco said:

    Yeah, at this point it's well beyond the meat packing plants.  In Dawson County, it's going through a Vets Home.

    And really, what's your point?  Does it being a meat packing plant change it?  

    This is a Facebook post from the Cozad (town of 4000 in Dawson) mayor: 

    That sure as shit doesn't sound like it is directed towards a meat packing plant. 

    Well my point is that it's going to rip through those super fast which we creates a big population of spreads super fast, and you tie that to locals not taking it seriously it'll blow up. The Plants are churches on steroids when it comes to spreading, and you have a ton of multi-generational homes among the plant workers. If you don't have the plants, you wouldn't have near the problems, you'd look more like Gage County where it got into the nursing home in Adams, but not near the community spread. 

  10. 40 minutes ago, Mrs Whiggins said:

    I had to go look at this because my spouse grew up in Hastings (Adams County) and he still has family in the area but I believe the stats you mentioned (457 cases) are for Hall County which is Grand Island and vicinity. Actually wouldn't surprise me as GI is on the interstate plus has the VA facility which is where my late father-in-law used to go. He was in a care facility in GI for a number of years before he passed. My husband's late aunt used to drive from way up near the SD state line to Grand Island, and later Omaha for medical treatment. So all the major avenues for travel will allow the virus to reach the little towns scattered across the plains.

    It's the packing plants blowing up in those two counties, same with Dawson 

  11. So the effects of this on voting coming forward, based on mail in requests so far for Next months primary in Nebraska turnout will blow away a normal primary, and there ain’t shit on the ballot this year except Democratic primary’s, which are usually irrelevant here. 

  12. 44 minutes ago, MNLonghornFUKM said:


    Florida Cali and Texas are saving the country to be honest. Imagine all 3 states who have substantially more people than NY and NJ were on their lines of growth.

    I thought Florida would be bad but that isn’t the case. Hopefully weather has something to do with it. I was looking at something that says anything above like 40% humidity is terrible for the virus. Also sunlight really does wonders on it too. Needs a cool and low humid environment to be lethal

    That last sentence is why it’s going apeshit in packing plants 

  13. https://www.omaha.com/news/crime/feds-nebraska-pharmacist-virginia-drug-dealer-plotted-to-blow-up-rival-pharmacy-in-auburn/article_1639dc7f-55b9-545f-ba2a-35770ac28389.html
     

    Pill slinger in small SE Nebraska town tries to hire guy off the “dark web” to blow up the other pharmacy in town because he assumes that he will be able to claim the business to disguise the amount of opioids he had going out the back door, and it goes comically wrong 

  14. Pork values climbed again today, so we've got the cutout back to $60, recent high was $80 so we're not seeing extraordinary numbers at this point there. Cattle values were up 3 bucks, and about 15% on the week, but we're still about 15% off the recent high. 

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  15. For your daily livestock update. Cattle slaughter held steady around 80% capacity with beef values continuing their rally, we are about 5% below the recent high there, and not out of line for normal this time of year. Hogs stayed steady around 85% capacity, with pork values up solidly this AM, but well off the recent highs with bellies leading. CDC is in Sioux Falls trying to help Smithfield get going again. 

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