5/22/2026 Market Commentary

Live Cattle: Live Cattle futures finished the day mixed but traded to the lowest levels since March 27 as traders were stuck between positive fundamentals and negative outside concerns forcing traders to the sidelines. Anticipation of today’s Cattle on Feed Report, the long weekend, plant lockouts, and President Trump all created volatility this week and caused the managed money to sell the complex. Cash trade this week was mixed compared to a week ago with the majority of the cattle in the North trading at 260 but, there was trade as high as 265 early in the week, and bids were down to 257 late in the day today. The South traded at 260 on Thursday after the board broke lower. Wednesday it was announced that the worker’s union at the Cargill plant in Ft. Morgan, Colorado had voted to reject the labor offer. Cargill locked the plant following that news and that began the downward momentum this week. Ft. Morgan has not been killing cattle for four weeks now but news of the lockout has raised concerns as to what the next steps will be. President Trump also mentioned the high price of beef on Thursday and pushed the market lower. Boxed beef was mixed this morning with choice down $1.59 at 389.89 and select up $0.64 to $386.29. Today’s Cattle on Feed Report showed cattle on feed as of the first of May 1.8% larger than a year ago which is just slightly higher than the pre-report estimates. Cattle marketed in the month of April were down 10% compared to a year ago.

Feeder Cattle: Feeder Cattle futures were the leaders of the cattle complex this week and moved significantly lower the final two days this week. There is no known reason that the Feeder Cattle were moving sharply lower compared to the Live Cattle, but the Feeder Cattle complex was hit the hardest to end the week. Feeder Cattle futures finished down the limit on Thursday and traded as much as $12.250/cwt lower today before recovering half of their daily losses. Traders have grown cautious as to whether the current price of Feeder Cattle is sustainable with the amount of dollars per head that yearlings currently cost. The technical picture did not look great in the middle of the week either and another failed attempt to trade through the 20-day MA may have brought large amounts of selling to the market. The drought in the South and West has also increased the supply of Feeder Cattle as ranchers are forced to sell in an attempt to conserve feed. The CME Feeder Cattle index was quoted at $368.20 today which was down $2.52. This is $1.89 lower than a week ago but $4.24 lower in the past two days. Today’s Cattle on Feed Report showed placements for the month of April up 5.5% compared to a year ago.

Lean Hogs: Lean Hog Futures set new lows for the move early in the trading session on Friday but later found some strength heading into the end of the day. July Lean Hogs ended slightly higher on the day and $1.050/cwt off their daily low. The pork cutout was $0.17 higher at $96.78 yesterday. The cash hog markets along with the pork cutout prices have continued to be extremely steady, within a very narrow trading range for several months. This has caused traders to lose some patience and have taken significant profit out of the Lean Hog futures, waiting for proof that the markets need to be any higher. This week’s CFTC Report showed the managed money as sellers of 7,552 contracts reducing their net long position to 33,713. This is the funds lowest net long position in Lean Hogs since April 2025.

Corn: The Corn market opened the week sharply higher following the White House’s announcement that China will purchase an additional $17 billion in agricultural products. The Corn complex spent the rest of the week trading lower as concerns surrounding the details of the trade agreement created skepticism. Corn stabilized today, ahead of the Memorial Day weekend, with a positive weekly export sales report, a large daily export flash sale announcement, and concerns about drought in portions of the U.S. Weather will be the focal point in the grain markets over the next 45 days. The western Corn Belt received rain this week as areas further west continue to fight the drought.

Closing Prices

Market Month Last Change
Corn July 463.25 1.00
CHI Wheat July 646.25 1.25
KC Wheat July 682.00 5.00
Soybeans July 1196.50 2.25
Soy Oil July 73.98 0.11
Soy Meal August 324.80 2.30
Live Cattle June 249.300 0.150
Feeder Cattle August 349.850 6.675
Lean Hogs June 95.750 0.625
Crude Oil June 96.30 0.05
Ch Cutout 389.89 1.59
Sel Cutout 386.29 0.64
Feeder Index 368.20 2.52
Pork Cutout 95.64 0.17
Dollar Index 99.297 0.0400
DOW 50,579 294
National Corn Basis -39.12 0.44
National Bean Basis -64.28 0.45

Dates to Remember

May 22- Cattle on Feed Report

May 22- Cold Storage

May 25- No Markets

Hog Fundamentals

Current One Week Ago Change One Year Ago Change
Lead Month Future 95.750 98.750 3.000 98.700 2.950
National Cash 93.58 93.32 0.26 95.29 1.71
Index 91.07 90.48 0.59 92.94 1.87
Cutout 95.64 96.55 0.91 100.27 4.63
IA/SMN Cash 92.98 93.14 0.16 96.45 3.47
IA/SMN Weights 291.30 290.80 0.50 287.90 3.40
Slaughter 2,321,000 2,359,000 38,000 2,356,490 35,490

Cattle Fundamentals

Current One Week Ago Change One Year Ago Change
North Cash 258-265 263.72 Steady 230.58 29.42
South Cash 260 260.72 Steady to 1 Lower 220.53 39.47
North Steer Basis 10.00 10.00 0.00 15.80 5.80
Choice Boxes 389.89 388.86 1.03 360.97 28.92
Select Boxes 386.29 390.62 4.33 348.95 37.34
Spread 3.60 -1.76 5.36 12.02 8.42
Carcass Weights 904 899 5 873 31
Slaughter 528,000 535,000 7,000 576,278 48,278
FC Index 368.20 370.09 1.89 295.69 72.51

Cash Cattle Markets

Region This Week Last Week Last Year
TX/OK/NM 260 $260.14 $220.12
KS 260 $260.72 $220.53
NE 258-265 $263.72 $230.58
IA/MN 258-265 $263.41 $230.15

CFTC Disaggregated COT Report

As of: 5/19/2026
Commodity Current Managed Money Change Current Producer/Commercial Change Total OI Total OI Change
Live Cattle 130,113 773 -174,982 4,112 358,233 1,031
Feeder Cattle 16,380 1,194 -10,460 2,856 63,587 681
Lean Hogs 33,713 7,147 -97,735 2,526 362,319 47
Corn 293,354 6,129 -604,557 47,614 1,870,676 8,417
Soybeans 207,804 7,011 -291,380 687 1,027,139 5,949

Live Cattle Markets

August Live Cattle took out April’s low this week. Support is at 236.825 followed by the 100-day MA of 235.850. Resistance is at 240.000 and then the 20-day MA of 245.900.

Feeder Cattle Markets

August Feeder Cattle gapped lower today. Support is at 344.275 and then 342.550. Resistance is at 356.525 followed by the 20-day MA of 364.800.

Lean Hogs Markets

July Lean Hogs ended a a six day losing streak today. Support is at 99.350 and then 96.600. Resistance is at 101.350 and then the 20-day MA of 103.325.

Corn Markets

Corn futures traded back toward the bottom of the range this week. Support is at 460 and then 455. Resistance is at the 20-day MA of 472 1/2 and then 481 3/4.

This material should be construed as the solicitation of an account, order, and/or services provided by Producers Commodities LLC, NFA ID: 0355787 and represents the opinions and viewpoints of the author. It does not constitute an individualized recommendation or take into account the particular trading objectives, financial situations, or needs of individual customers.  Additionally, this material should not be construed as research material. The trading of derivatives such as futures and futures options may not be suitable for all investors. Derivatives trading involves substantial risk of loss, and you should fully understand the risks prior to trading. Past results are not necessarily indicative of future results. Producers Commodities LLC is not responsible for any redistribution of this material by third parties, or any trading decisions taken by persons not intended to view this material. Information contained herein was obtained from sources believed to be reliable, but its accuracy, timeliness, and/or completeness cannot be guaranteed. Contact designated personnel from Producers Commodities LLC for specific trading advice to meet your trading preferences or goals.

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