JBS

US beef exports are declining while imports are rising due to a shrinking cattle herd caused by drought and the New World screwworm. Ranchers oppose increased imports, arguing they harm profits, and the Trump administration's trade policies have led to higher imports from Argentina and Brazil, with JBS, a major Brazilian meatpacker, benefiting from the shift. Beef exports to China have also dropped significantly under Trump's tariff policies.

The United States government announced a phased reopening of its southern border to Mexican cattle imports, improving supply prospects for Brazilian meatpackers JBS and Marfrig. The decision follows a border closure caused by a New World screwworm outbreak, and shares of the companies rose in response.

The US Department of Agriculture will begin a phased reopening of cattle imports from Mexico starting August 24, 2026, at the Douglas, Arizona port of entry. Only cattle born and raised in Mexico’s Sonora state will be allowed, and the move is expected to benefit JBS.

Iguatemi Beef and JBS are reducing slaughter in Mato Grosso do Sul as Brazil approaches its 2026 beef export quota to China, which could trigger a 67% surcharge. The slowdown aims to avoid the financial penalty associated with exceeding the quota limit.

JBS acquired an 80% stake in Oman Food Capital for US$150 million, with the remaining 20% retained by Oman Food Capital. The new hub aims to process 1,000 cattle, 5,000 lambs, and 600,000 chickens daily, targeting an annual production capacity of 300,000 tons.

Brazil’s Amazon deforestation is currently at its lowest in a decade, but experts warn this progress is at risk due to the collapse of the Amazon Soy Moratorium, which previously curbed deforestation linked to soy cultivation. A new study in Science predicts 1.4 million hectares of forest loss over the next decade if current trends continue.

Greenpeace petitions Dutch courts to order JBS, the world’s biggest meat company, to disclose how its $6bn global expansion plan aligns with climate, nature, and human rights responsibilities. Courts will assess the petition to determine if JBS complies with Dutch 'duty of care' laws and its own public commitments.

JBS is accused of indirectly purchasing cattle from six farms on Brazil’s slave-labor dirty list between 2016 and 2023. The company denies the allegations, stating it does not buy from forced-labor-linked farms and has updated its monitoring systems. Labour prosecutors sued JBS and Cargill in April 2026 over the claims.

JBS reported a $230 million loss in its American beef operations but generated profits in Brazil. The article highlights the struggles of American meat packers while noting Brazil's better performance for the company.

JBS is shutting two US beef plants, reducing about 8 percent of its American beef capacity, as the US cattle herd reaches a 74-year low of 86 million head. The closures in Pennsylvania and Tennessee affect approximately 1,700 workers.

JBS, the world’s largest meat company, entered the Russell 3000 US index after the close on June 26. Index inclusion was the main prize behind the company’s 2025 New York listing. Analysts estimate roughly $190m to $300m of automatic buying from index funds.

JBS, the world's largest meat company, is set to join the Russell 1000 on June 26, triggering automatic purchases by index-tracking funds and injecting $12.2 trillion in benchmarked money.

JBS, the world's largest meat company, began trading in New York in June after a decade-long effort marked by corruption and deforestation concerns. The listing concludes a prolonged attempt to enter the New York market.

JBS, the world's largest meat company, will close a beef plant in Souderton, Pennsylvania, and a value-added plant in Memphis, Tennessee. The Pennsylvania facility employs approximately 1,700 people and processes around 2,000 cattle daily. The closures are attributed to a US cattle shortage.

Low U.S. cattle herd numbers, driven by drought, have led to concerns about beef packing plant closures. Tyson Foods recently shut down a Nebraska plant, causing job losses, and industry experts warn of further shutdowns due to declining cattle supplies and consolidated market control by four major companies.

Brazilian beef stocks declined following an EU import ban, with JBS, MBRF, and Minerva shares dropping. The ban removes Brazil from the EU’s authorized-supplier list, effective September 3, 2026, while Brazil reported record beef exports.

A report by University of Miami researchers found that 98% of environmental claims made by 33 major global meat and dairy companies, including Wisconsin-based operations like Saputo Cheese and Tyson Foods, are 'greenwashing' due to lack of supporting evidence. The study highlights that only three claims were backed by peer-reviewed research, comparing corporate tactics to those of the fossil fuel industry in misleading consumers about climate impact.

The U.S. Department of Justice's antitrust division is investigating Cargill, JBS, National Beef, and Tyson Foods for potential criminal anti-competitive conduct, following allegations of price manipulation. The investigation, reported by Bloomberg, focuses on whether these major meatpacking companies engaged in practices that distorted market competition.