The Kobeissi Letter – X, Released on 9/7/25

BREAKING: Global meat prices officially hit an all-time high in August, now up another +10% in 2025.

This comes the US cattle herd is at its smallest in decades, while Brazil, a top exporter, is also seeing herd numbers shrink.

Rising dairy prices are also limiting supply, as… pic.twitter.com/N4WtvImqb6

— The Kobeissi Letter (@KobeissiLetter) September 7, 2025