The Grain Feed (Audio Only): Thanksgiving Lull Meets Livestock Shock - November 25, 2025
This week on The Grain Feed, Jim, Jake, and first-timer Owen break down a surprisingly quiet Thanksgiving-week marketplace on the grain side—while the cattle complex delivers anything but calm. The team unpacks the limit-down reaction to Tyson’s closure of its Lexington beef plant, the ripple effects of Argentine and Brazilian trade headlines, and ongoing uncertainty around Mexico’s feeder-cattle border restrictions.
On the grain side, harvest is wrapped, South American planting looks strong, government data is still catching up, and markets appear stuck in a seasonal sideways grind. The crew also looks ahead to December WASDE, managed-money positioning, and what producers should consider with corn risk as futures return toward seasonal lows.
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