Larissa Alvarez
Larissa Alvarez said Brazilian cattle-cycle indicators are clearer, with female slaughter falling for five consecutive months and August reaching its lowest level since late 2024, signalling herd rebuilding despite historically high total slaughter 1. She argued that China’s quotas have changed the timing and structure of Brazilian beef exports, bringing forward supply-chain activity and potentially shifting demand for feed commodities 1. Alvarez also highlighted El Niño-related pasture risks in northern Brazil and said traceability and market access are becoming long-term challenges for exporters 1.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Their output
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Josh Linville 2 mentions
What they talk about
- liquidation phase 2 items
- beef 2 items
- Brazil 2 items
- Latin America 2 items
- corn 2 items
- trade restrictions 2 items
- El Niño 2 items
- import quotas 2 items
See what your own voices say about Larissa Alvarez, every morning.
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