Sandbag:

There is no contradiction, you have combined two different statements.  Another of the typical twisting spin jobs you are so fond of.

When any packer fills their needs, their aggressiveness in the market is reduced.  Supply and demand.  If Tyson has their needs met, that doesn't mean Swift and Excel did and it doesn't change the competitiveness between Swift and Excel to procure their own cattle needs.

One packer dropping their price to reflect their needs does not change the competitiveness of the remaining packers until they have all filled their needs which is usually close to the available supply.

The exception does not make the rule.

Tyson lowered their cash bids because they already met their needs in the formula market.  That doesn't have a damn thing to do with the competitiveness between Excel and Swift.

~SH~