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The Resilient Advantage

Canadian Feedlot and Cattle Market Analysis

Our Mission

Resilient: The Ability to Bounce Back; The ability to withstand or recover quickly from difficult conditions. Synonyms: Strong, tough hardy, irrepressible.

Our mission is to help our clients understand and navigate through various commodity market environments.

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About

Canadian Feedlot and Cattle Market Analysis Overview

http://resilcapital.com/wp-content/uploads/2022/09/calendar.svg The Canadian Feedlot and Cattle Market Analysis is a weekly detailed examination of markets influencing the feedlot operator and cattle producer.

http://resilcapital.com/wp-content/uploads/2022/09/chart.svg The weekly analysis includes fundamental and technical analysis for fed cattle, feeder cattle, feed grains and the Canadian dollar. At the end of each section, there is analysis of the Commitment of Traders Report along with price forecasts and recommendations for reach commodity. The analysis is about 20 pages long with detailed commentary, charts and graphs.

http://resilcapital.com/wp-content/uploads/2022/09/phone-call.svg Subscribers can call anytime to discuss the markets to enhance confidence when making decisions. The one-on-one personal contact enhances confidence when making decisions.

http://resilcapital.com/wp-content/uploads/2022/09/analyst.svg Feedlot operators and cattle producers in general, cannot be all things, all the time when managing their feedlot or cattle operations. They don't have time to fully analyze all the market. Subscribing to the market analysis is like having a personal analyst at your fingertips.

http://resilcapital.com/wp-content/uploads/2022/09/clock.svg This analysis is for finishing feedlots, backgrounding operators and cow calf producers. The time of sales is crucial for long term profitability. The analysis is usually sent out on Friday evenings or Saturday mornings.

Buffaloes

Mastermind Group

In his book "Think and Grow Rich" Napoleon Hill described the Mastermind principle as "The coordination of knowledge and effort between two or more people who work towards a definite purpose in a spirit of harmony". This combination of two or more minds creates a third mind know as the "Mastermind". Just like two batteries are twice as powerful as one battery, so are two minds twice as powerful as one mind. When a cattle producer subscribes to the Canadian Feedlot and Cattle Market Analysis, he joins a "Mastermind Group" of cattle producers. He has access to wisdom through an invisible, intangible force which is likened to a third mind.

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Jerry's Journey

Education and Professional Career

Gerald (Jerry) Klassen has been studying markets since he was a young boy growing up on a farm in Southern Alberta. Sugar beets, grains, finished cattle, feeder cattle were moving on and off the farm. He wondered how do two people agree to the price? How is the price discovered? Who determines this price and why?

After graduating from the University of Alberta with a Bachelors of Science in Agriculture and Food Business Managment, he started in the grain trade with a multinational working up from an elevator assistant to international grain merchant.

After a brief period as a local on the Winnipeg Commodity Exchange, he returned to his career as an international grain merchant until 2020. From 2005 through 2008 he worked for a Canadian grain merchant. From 2009 through 2019, he managed Canadian operations for a Swiss based grain trading house.

Jerry Klassen has over 25 years of actual commodity trading experience. From 2017- 2021, he was Chairman of the Canadian Grain and Oilseed Exporters Association.

Although his career was in the grain trade, Jerry has always provided market analysis for cattle producers. He has written for Cattleman Magazine
and Grainews for over 20 years. He has been quoted in the National Post, Reuters, and other media sources. Jerry has always had a passion for cattle feeding and the cattle market. A farmer at heart, Jerry has seven quarters growing canola, wheat and barley.

Employees Looking States

History

After the recession of 2008 and 2009, feedlot operators felt they were blind-sided by an economic event that caused major equity erosion. Secondly, they wanted market analysis to be as intelligent as the beef packer or the multinational on the other side of their cash transaction.

Producers were looking for in-depth market analysis to enhance their risk management and marketing of fed cattle and purchases of feeder cattle. These producers also wanted advice on when to purchase their feed grains and hedging the Canadian dollar. They needed price forecasts and risk management recommendations for fed cattle, feeder cattle, feed grains and the Canadian dollar.

A group of feedlot operators approached Jerry Klassen to analyze markets for them. After four or five meetings, the “Canadian Feedlot and Cattle Market Analysis” came into existence.

Beef demand is inelastic; a small change in supply has a large influence on the price. Knowing how many cattle will be ready for processing in a specific month is crucial to marketing fed and feeder cattle and the overall risk management strategy. Beef demand and consumer spending are highly correlated. Cattle producers are in pure competitive market. Numerous studies show that in the long run, average cattle feeding margins are negative. Market intelligence is needed to ensure profitability over an extended period of time.

Cow Eating Their Food

Latest news

The Canadian Dollar Dropped Below the Psychological 76 U.S. cent this week

September 17, 2022

The Canadian dollar dropped below the psychological 76 U.S. cent level this week and closed at 75.27 U.S. cents on Friday. Stronger than expected inflation data resulted in a “risk-off” sentiment this week. It appears that interest rate hikes from the Bank of Canada will top out sooner and lower than the U.S. Federal Reserve in the first half of 2023. Canada lost jobs during June, July and August.

The U.S. gained approximately 1.1 million jobs over the summer. U.S. short term bond yields are now premium to Canadian yields. We’ve adjusted our Canadian fed and feeder cattle price projections based on changes to our Canadian dollar forecast.

Check out the latest issue of the Canadian Feedlot and Cattle Market Analysis for full details.

The USDA Cattle Feed Report was Considered Neutral for the Market

June 25, 2022

The USDA cattle on feed report was considered neutral for the market. There are no major changes to our fed cattle supply projections for the third or fourth quarters of 2022. This week, Alberta packers were buying fed cattle on a dressed basis in the range of $292-$294 delivered, which was unchanged from seven days earlier. Live sales in Alberta were reported at $175 fob the feedlot, up $1 on average from seven days earlier.

Check out the latest issue of the Canadian Feedlot and Cattle Market Analysis for our U.S. and Western Canadian fed cattle supply projections for the fourth quarter of 2022.

Lethbridge Barley Was Trading In The Range of $436-$448/tonne Delivered

January 22, 2022

This past week, Lethbridge barley was trading in the range of $436-$448/tonne delivered, down from the highs of $448-$459/tonne during the first week of January. Central Alberta feed barley prices were unchanged from last week with bids quoted from $420-$440/tonne delivered.

Imported U.S. corn was quoted from $412-$415/tonne delivered in the Lethbridge area. We’ve bumped up our import projection for U.S. corn this week. Higher feed grain prices will influence Canadian feeder cattle prices in the second quarter of 2022.

Check out this weeks Canadian Feedlot and Cattle Market Analysis for full details on feeder cattle and feed grain fundamentals.

Sign Up Today

To subscribe, please fill out the following form and you will receive an invoice by email. If you wish to pay by credit card, please indicate that using the drop down below. For larger companies such as banks, accounting firms, and businesses associated with the cattle feeding industry, please call in for pricing to distribute throughout your company.
  • Farm name or individual
  • For langer companies such as banks, accounting firms, and business associated with the cattle feeding industry, please call for pricing to distribute throughout your company.
  • This field is for validation purposes and should be left unchanged.

With just $1,200 CAD per year, you will get exclusive access to the best Cattle Market Analysis in the business which includes:

  • Weekly detailed market examination
  • Weekly fundamental and technical analysis for fed cattle, feed grains, feeder cattle and the Canadian dollar
  • Call-anytime market discussion plus one-on-one personal contact that enhances confidence when making decisions.
  • Personal analyst at your fingertips
  • Long term profitability, timing-of-sales analysis and many more!
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Testimonials

I always look forward to reading the latest issue of Jerry’s Canadian Feedlot and Cattle Market Analysis. Jerry provides a great analysis on cattle, feed grain and the Canadian dollar. It’s one of the best tools I use for my risk management program.

Cam Vanee

Diamond 8 Cattle Co

I always look forward to reading the latest issue of Jerry’s Canadian Feedlot and Cattle Market Analysis. Jerry provides a great analysis on cattle, feed grain and the Canadian dollar. It’s one of the best tools I use for my risk management program.

Mike Kotelko

Highland Feeders

I have been following Jerry Klassen’s work for a couple years. I have found his analysis of the supply demand of cattle numbers and his recommendations on windows of timing for marketing cattle to be accurate. Subsequently I have purchased feeder cattle that coincide with his targeted optimum marketing time frames.

Dan Hochhausen

Hochhausen Farms

I have read Jerry Klassen's monthly columns in several agriculture publications over the years. I have always been impressed with his market analysis in regards to grain, cattle and the Canadian dollar. After talking to Jerry, he told me about his market analysis publication. I have subscribed to this publication and consider it an essential tool in helping make my business decisions.

Rod Morison

Morison Farms

I like the personal contact and discussion on the markets which helps with timely decisions. Jerry is always available and friendly. The newsletter is diverse information covering all aspects of the beef market and has been an eye opener for myself. His analysis on the economy and how this affects beef demand is very thorough.

Jon Unruh