THE PROTEIN PULSE — DRIVE TIME Wednesday Watchlist | November 11th, 2026

HOST: Protein Pulse Drive Time. Wednesday Watchlist, November 11th. From The Sparks Group.

SHAWN: The algorithms jumped on yesterday's one hundred forty-one million bushel corn cut, but that's only part of the WASDE story. USDA also cut next year's beef production, raised beef imports, and projected more pork with fewer exports. Chicken production forecasts came down, too. Less domestic beef and more projected imports don't automatically put cheaper lean trim on your dock. More pork with weaker exports doesn't mean every primal is a bargain. And a smaller chicken production forecast doesn't erase today's softer breast prices. Here's where enterprise margins get crushed. Treating government forecasts as actual supply. A USDA projection doesn't fill a truck, and a futures quote doesn't add a second shift. Check your specs, delivered costs, freight, and what suppliers can actually commit to. The report tells you where supply may be headed. Your margins depend on what you can buy today.

HOST: Choice grade cutout at three sixty-two ninety-eight, up twenty-four cents. Pork cutout at sixty-nine fifty-two, down one twenty-nine. Fresh nineties at three seventy-three. West Texas Crude at eighty-six oh four. Ultra-Low Sulfur Diesel at four thirteen.

SHAWN: The report tells you where supply may be headed. Your margins depend on what you can buy today. Stay disciplined.

HOST: Protein Pulse Drive Time. Shawn Sparks, The Sparks Group.

SHAWN: Stay disciplined.