THE PROTEIN PULSE — DRIVE TIME - Wednesday Watchlist | September 9, 2026
Wednesday Watchlist | September 9, 2026
HOST: Protein Pulse Drive Time. Wednesday Watchlist, September ninth. From The Sparks Group.
SHAWN: Yesterday I said watch the blend. One day later, the lean side moved. Fresh domestic nineties averaged four thirty-eight Tuesday, more than a dime under last week. Brazilian nineties are indicated near three oh three to three oh five at the port. Fifties did not establish.
HOST: Cheap imported lean can change grind math. Indications are not bookings.
SHAWN: Brazilian sellers are watching China. U.S. buyers are waiting on domestic lean. Until volume actually books, we don't know how much of that discount hits U.S. nineties or the finished grind. Access is three hundred thousand metric tons. Access is not arrivals.
HOST: Chicken has more supply. Demand is uneven. Pork's problem is demand, not efficiency.
SHAWN: Chicken production is three to four percent above last year. Tenders and wings are the foodservice weak spot. Tenders, dark meat, and exports looked better Tuesday. Bellies dropped nearly sixteen cents. Hog slaughter is down. Pork production is up. Efficiency makes pounds. It does not make reasons to buy them.
HOST: Harvest is five percent done. Crude settled at ninety-three.
SHAWN: Crop ratings are worse than last year. Friday's USDA report is the next feed checkpoint. Ninety-three-dollar oil is already in freight, refrigeration, and inputs. Don't trade the headline. Watch what gets bought. Stay disciplined.
HOST: Protein Pulse Drive Time. Shawn Sparks, The Sparks Group.
SHAWN: Stay disciplined.
