
Rabobank's global egg price monitor reached a record in Q1 2023, with prices expected to remain high through 2023 amid record avian flu outbreaks, inflation and rising feed costs. Egg replacers and plant-based alternatives are gaining ground but cannot fully replicate egg functionality.
Sustained high egg prices signal tight layer supply and strained producer margins, which can support feed demand from layers while encouraging substitution pressure over time.
Not enough comparable past events yet for a historical read.
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.