$JBS Tape Reports
Per Ticker.id: $JBS Tape Reports — 3 podcast mentions across 1 podcast (30 days), latest 2026-08-22 22:00 UTC.
Yeah, I, I know what it means. It means that, uh, the same thing that it means in, in the, in the plants that I operate to process the end product. It's that plants run best when they're busy, quote unquote. It's just that simple. You know, Tyson and JBS and the other, you know, beef packers across the country increased their capacity dramatically around the COVID timeframe. You know, they opened plants, they opened processing capacity, and then the herd size decreased and that processing capacity went unutilized. And it's just not sustainable. You know, when you have a massive, you know, harvesting packing plant, the way that that plant makes sense is to, to quote, keep knives moving, is to keep product moving through the fabrication floor and to process the animals through the facility. And when there aren't enough cattle to move through the facility, you start to see the types of losses that these organizations have experienced because they relied on the idea that to work at sort of efficient levels, they needed economies of scale. That's what's behind the losses and the impact to the packer is the, the fact that that pillar in the supply chain is all about scale and volume. Hundreds of thousands of head, you know, being processed per week is required in order for that to work efficiently and in an optimum fashion.
Nate Rempe — The Fox News Rundown · Extra: Where’s the Beef? The Real Reasons Behind Skyrocketing Prices · 2026-08-22Tyson's not the only one. JBS ended slaughter operations at a facility in Pennsylvania. They've closed some non-slaughter facilities, as has Cargill, though Cargill recently said they had no plans to close any slaughterhouse plants. Lucy says he's not sure how we got to this place, but the ranchers are a dying breed, literally.
Jessica Rosenthal — The Fox News Rundown · Meta’s $1.4 Trillion Trial: The Fight Over Facebook & Instagram’s 'Addictive' Design · 2026-08-18You know, the Tyson and JBS and the, and the other, you know, beef packers across the country increased their capacity dramatically around the COVID timeframe. You know, they opened plants, they opened processing capacity, and then the herd size decreased and that processing capacity went unutilized. And it's just not sustainable. You know, when you have a massive, uh, you know, harvesting packing plant, uh, the way that that plant makes sense is to, to quote, keep knives moving, is to keep product moving through the fabrication floor and to, to process the animals through the facility. And when there aren't enough cattle to move through the facility, you start to see the types of losses that these organizations have experienced because they relied on the idea that to work at sort of efficient levels, they needed economies of scale. That's what's behind, um, the losses and the impact to the packer is the, the fact that that pillar in the supply chain is all about scale and volume. Hundreds of thousands of head, you know, being processed per week is required in order for that to work efficiently and, uh, and in an optimum fashion.
Nate Rempe — The Fox News Rundown · Meta’s $1.4 Trillion Trial: The Fight Over Facebook & Instagram’s 'Addictive' Design · 2026-08-18