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The American Farm Bureau reports that HPAI detections in poultry and dairy have slowed, with one commercial poultry detection and one dairy herd detection in the last 30 days. Since 2022, about 175 million birds and 1,075 dairy herds have been affected.
Fall migration is expected to raise the risk of new flare-ups.
Lower detections ease near-term pressure on egg and turkey supply, but fall migration could bring renewed losses. Markets may price in a seasonal risk premium later in the year.
fb.orgBernt NelsonAug 28, 2025After 645 past disease events, Lean Hogs moved a median -0.1% over 5 sessions (48% higher; middle half -1.8% to +2.1%), and +0.9% over 20.
Not enough comparable past events yet for a historical read.
After 615 past disease events, Soybean Meal moved a median -0.2% over 5 sessions (46% higher; middle half -1.8% to +1.8%), and -0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
