THE PROTEIN PULSE — DRIVE TIME USDA WASDE Special Report | November 10th, 2026

From Protein Pulse Podcast · 01:44

Show by Shawn Sparks

THE PROTEIN PULSE — DRIVE TIMEUSDA WASDE Special Report | November 10th, 2026HOST: Protein Pulse Drive Time. USDA Wasdy Special Report, November 10th. From The Sparks Group.SHAWN: A one hundred forty-one million bushel cut in corn production, and USDA lowers its corn price forecast. Soybean stocks tighten, but the meal forecast doesn't budge. Beef and chicken production are heading lower while pork has more supply near term. Black is white, up is down. That's what happens when you try to run an entire protein business off one headline. The corn balance sheet is tighter. Fine. Does that mean the feed mill down the road raised its delivered offer? Not necessarily. Soybeans are rallying on stronger demand. Does that automatically make soybean meal more expensive? USDA isn't saying that. And the livestock side is a different chessboard altogether. Less beef in 2027 doesn't make today's cattle market tight at every plant. More pork doesn't mean every primal is a bargain. Reduced chicken production doesn't tell you what a breast or leg quarter will cost in March. Here's where buyers get hurt. Treating projections like purchase orders. A USDA estimate doesn't fill a truck. A futures quote doesn't give you a landed price. Get the basis. Get the freight. Get the specifications and the delivery window. Then see whether the margin still works. The report is information. Your executable offer is reality.HOST: Corn yield at one hundred seventy-nine point six. Ending stocks at one point seven five eight billion. Soybean meal forecast unchanged at three hundred forty. Beef production lower. Pork production higher near term. Chicken production lower.SHAWN: The report is information. Your executable offer is reality. Stay disciplined.HOST: Protein Pulse Drive Time. Shawn Sparks, The Sparks Group.SHAWN: Stay disciplined.

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