Cattle to feed: Why a global meat crisis is looming

Beef prices are soaring in China. Across the Pacific Ocean in the United States, cattle farmers are complaining that their businesses are becoming increasingly unsustainable. And in India, poultry rearers are slashing their production targets because they cannot afford feed.

More than 90 percent of the world’s population eats meat in one form or another — and a looming meat crisis threatens to affect what they buy at the market, what they cook at home, and what’s served on the table.
At the heart of this is a chain of decisions and uncertainties that consumers rarely see. A cow has to be raised for years before it can become beef. Chickens need feed, much of it tied to global grain and soya bean markets. Farmers need land, water and weather conditions that allow them to keep animals alive and productive.

When any link in this chain is disrupted, a spiralling crisis ensues.

So what is putting the pressure on meat production, and what does it mean for billions of people around the world?

Declining cattle stocks in Brazil, US and China
Brazil, the US and China are the world’s three biggest beef producers, together supplying more than half of the world’s beef. But their cattle herds are shrinking at the same time.

According to a March estimate by the US Department of Agriculture (USDA), Brazil’s total herd this year is estimated at 177.4 million cattle — a nearly 8 percent drop from 192.5 million in 2024.

Over in the US, cattle numbers are at a historic low.

The USDA counted 86.2 million cattle and calves on farms on January 1, 2026. The number of beef cows — the females needed to produce future calves — was 27.6 million, down 1 percent from a year earlier. The 2025 calf crop was also down 2 percent.
In China, the USDA estimated a cattle head count of 94 million in January 2026, down 14 percent from 105 million in January 2024.

In all three cases, beef production is also projected to be down in 2026.

The USDA predicts a 2 percent decline in Brazil’s beef production and a 5 percent fall in exports. As for the US, beef production in 2026 is likely to be 4 percent lower than last year. China’s total beef supply this year is projected to be 12 percent lower than 2024.

The decline in domestic production, coupled with shrinking supplies that can be imported, has sent prices soaring in China — the world’s largest beef consumer and importer.

What’s driving down cattle herds and beef production?
The reasons are many, and they vary from country to country.

Brazil counts China and the European Union as two major markets for its beef exports. But both have imposed import restrictions that have disincentivised Brazilian beef manufacturers. That is partly responsible for the country’s decreased cattle head count, according to an analysis by Augusto Neto at S&P Global, the market intelligence firm.

Additionally, Brazil is currently in what is known as a cattle reversion cycle — when rearers reduce the slaughter of animals and instead try to preserve their female stock to help rebuild their herd — according to the USDA.

In the US, droughts have hit 60 percent of the country’s cattle-rearing area, according to a report by Sampad Nandy of S&P Global. With grazing areas decreasing, feed costs have risen.

Three major organisations, representing breeders in the states of Texas, Oklahoma and Kansas, issued a joint statement this week arguing that Immigration and Customs Enforcement (ICE) raids were disrupting their already strained operations. The meat industry depends heavily on immigrant workers.

If beef prices are rising, shouldn’t rearers want to produce more beef?
In theory, yes. But in practice, high prices do not automatically mean that more cattle can be produced quickly.

Cattle production is constrained by biological supply cycles, Kenneth Foster, professor of agricultural economics at Purdue University, told Al Jazeera. It can take a couple of years for a producer who receives a signal from the market to expand production and actually see the resulting animals enter the beef supply. The quickest way to rebuild a herd is to keep female cattle that might otherwise have been sold and use them for breeding. That is what Brazil is now doing.

But that creates a difficult economic calculation. A producer can sell an animal today at a high price, or keep it for breeding and wait for the next generation. That means carrying the costs and risks of keeping the animal while waiting for it to reproduce.