Articulate Ventures

Shutting meat packing plant is causing shortages right now | Brad Freking

May 1, 2020 · The Vance Crowe Podcast

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About this episode

Veterinarian and integrated pork producer Brad Freking (Minnesota/Missouri operations) gives a first-person, data-heavy account of running a pork packing plant during the early COVID-19 outbreak, when meatpacking plants were making national news for illness clusters. He describes voluntarily mass-testing 2,400 employees (the first large harvest plant in the US to do so) and finding that 92 of 735 initial results were positive — with 100% asymptomatic. He uses this and comparable data points (the USS Theodore Roosevelt outbreak, prison-population testing) to argue the virus's true population mortality rate is closer to seasonal flu (0.1-0.2%) than headline coverage suggests, framing mainstream media coverage as systematically distorting risk by calculating mortality only against confirmed-positive cases rather than broader testing. He walks through the industry mechanics that explain looming meat shortages: pork's ~72-96 hour retail freshness window means there's no meaningful frozen buffer stock (unlike beef), and hogs represent an 10.5-11 month "work in progress" pipeline that can't be paused, so plant slowdowns immediately create backed-up livestock that must be euthanized rather than processed — a scenario he calls economically and emotionally devastating for farmers. He pushes back hard on the narrative that packing-plant workers are being "forced" to work, framing it as voluntary labor complicated by the fact essential workers don't qualify for enhanced unemployment benefits that make staying home more lucrative for some. He argues social distancing inside plants is now redundant given PPE availability (masks, face shields, gloves) and that plants are already held to USDA sanitation standards on par with hospitals. He also floats an operational proposal — segregating already-recovered/immune workers onto separate shifts to keep production running — and cites early Oregon mortality data suggesting deaths from delayed surgeries/cancer screenings during lockdown may exceed COVID deaths, framing the lockdown itself as a public-health tradeoff rather than a costless precaution. He closes by disclosing he believes his own family (two sons) already had COVID in December, unconfirmed pending an antibody test, and points to nursing homes as the true locus of mortality risk (99.28% of Minnesota's COVID deaths at the time).

Key moments

Notable quotes

“So I just shared with you out of this massive screening of 2,400 people... the first third of the data says that 90% of people are asymptomatic. So if you start doing this math... the mortality rate to this virus says probably like 0.1, 0.2. That's it. It's seasonal flu.”
“We are clicking along at about $80 for that value... when COVID hit and retail shut down that value went to $50... today, yesterday the pork cut out hit up over a hundred.”
“Most of the meat that's frozen is already sold... that supply chain is about 72 to 96 hours for freshness.”

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