
AEB's September supply commentary says the US layer flock is estimated at 336-343 million, about 4 million below its prior estimate, with some producers restocking after first-quarter HPAI losses. July shell egg exports reached 320 million eggs, the strongest month since 2023.
Ample layer supply and a rebuilding flock keep wholesale egg prices under pressure, while strong exports absorb some surplus. Feed buyers should expect soft layer-feed demand if flock growth resumes.
After 1,102 past bearish report events, Corn moved a median -0.2% over 5 sessions (47% higher; middle half -1.8% to +1.3%), and +0.0% 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.