Surging Prices: Cattle, Energy, and Market Dynamics

This chapter explores the unexpected rise in cattle prices and its effects on beef costs, while examining the shrinking cattle herd and its implications amidst a growing population. It critiques current energy policies in the U.S., discussing the need for a pragmatic approach to energy sourcing, particularly focusing on natural gas and offshore drilling challenges. Additionally, the conversation highlights the potential for a generational bull market in commodities and the intricate relationship between energy supply and market dynamics.