Americas Agribusiness: BBQ – Ben’s Beef Quotes: May 2026

Research evidence excerpt

Americas Agribusiness: BBQ – Ben’s Beef Quotes: May 2026

Equity Research

26 May 2026

Americas Agribusiness

BBQ – Ben’s Beef Quotes: May 2026

In this edition of BBQ – Ben’s Beef Quotes, we update for

recent industry news and data. We see risks of animal

diseases, extreme weather, and prolonged price and trade Americas Agribusiness NEUTRAL

war pressure. We also highlight important news involving Americas Agribusiness

major trends in agri-product pricing, demand, and trade data. Benjamin M. Theurer

+52 55 5241 3322

benjamin.theurer@barclays.com

We appreciate your consideration in the 2026 Extel All-America Research Survey. View our BCCB, Mexico

analysts » Vote 5 Stars for Barclays »

Rahi Parikh

News +1 212 526 0150

rahi.parikh@barclays.com

• China Renews Import Permits for US Beef Plants as Xi, Trump Meet: On May 14, China BCI, US

renewed import licenses for hundreds of U.S. beef plants, reopening a key trade channel after

prior permits lapsed and disrupted exports. Ryan Lavin

+1 212 526 8713

• Brazilian beef targets inland China for growth: Brazilian beef exporters see strong growth ryan.lavin1@barclays.com

BCI, US potential in inland China, with Chongqing emerging as a key market due to rising demand

and a large import gap in China’s beef supply. Reid Monahan

+1 212 526 7506

• Brazil seeks more flexibility on China beef quota: Brazil’s agriculture minister traveled to reid.monahan@barclays.com

China to push for broader market access for Brazilian meat exports, including quota flexibility, BCI, US

additional product approvals, and sanitary recognition.

• Brazil beef exporters curb China shipments as quota fills up: Brazilian beef exporters are

rushing China shipments and diversifying markets to protect margins ahead of a potential

55% tariff.

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