Geopolitics Alpha

Non-tariff barriers cost meat sector more than $1.5b a year

Published . Updated .

Non-tariff barriers cost meat sector more than $1.5b a year

Free trade agreements cover about 75% of red meat exports.

Directly affected

  • No company is named in this report.

Indirectly affected

  • DBA Invesco DB Agriculture Fund-3.5% 30d

    Invesco DB Agriculture Fund: it holds farm and agribusiness assets. Linked by “meat” (meat and livestock) in this story.

  • MOO VanEck Agribusiness ETF-4.6% 30d

    VanEck Agribusiness ETF: it holds farm and agribusiness assets. Linked by “meat” (meat and livestock) in this story.

  • XLI Industrial Select Sector SPDR+0.2% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • TSN Tyson Foods+6.6% 30d

    Tyson Foods (poultry slaughtering and processing): meat, farm and animal-health firms move with cattle prices and meat trade rules. Linked by “meat” (meat and livestock) in this story.

  • DE Deere-2.4% 30d

    Deere (farm machinery and equipment): meat, farm and animal-health firms move with cattle prices and meat trade rules. Linked by “meat” (meat and livestock) in this story.

  • ZTS Zoetis+7.0% 18d

    Zoetis (pharmaceutical preparations): meat, farm and animal-health firms move with cattle prices and meat trade rules. Linked by “meat” (meat and livestock) in this story.

  • CAT Caterpillar-20.0% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • WMT Walmart+13.7% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
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TSNNo price data for this ticker———————
DENo price data for this ticker———————
ZTSNo price data for this ticker———————
CATNo price data for this ticker———————
WMTNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Non-tariff barriers cost meat sector more than $1.5b a year NZ Herald

Source: NZ Herald

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “Non-tariff barriers cost meat sector more than $1.5b a year” looks

25 out of 100

“Non-tariff barriers cost meat sector more than $1.5b a year” scores 25 out of 100. The score uses 2 sources.