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Seth Meyer comments that HPAI outbreaks slowed in late 2025 and the industry rebuilt pullet supply for the new year. He suggests egg prices could fall significantly by Easter if the trend of fewer cases continues.
Lower HPAI incidence and rebuilt layer flocks reduce egg-related demand for feed, a mildly bearish signal for feed ingredients.
After 145 past neutral disease events, Corn moved a median +0.4% over 5 sessions (58% higher; middle half -1.2% to +1.7%), 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.