Brazil · BusinessShares of JBS and Marfrig successor MBRF surged after the USDA announced a phased reopening of its southern border to Mexican cattle imports, easing a supply shortage. JBS Marfrig cattle supply prospects improved sharply after the United States government announced a phased reopening of its southern border to Mexican cattle imports, ending a closure triggered by a New World screwworm outbreak. Reopening Mexican cattle imports eases US cattle shortages, improving availability and potentially lowering input costs for processors. When US cattle supply tightens, the earnings before interest, taxes, depreciation, and amortization (EBITDA) generated by these American subsidiaries comes under direct pressure. Conversely, any policy that loosens cattle supply is a tailwind for their largest profit centers.