
UK free-range egg producers face severe margin pressure as drought cut wheat volumes and pushed feed prices to a five-year high of £240-270/t. Wheat rose from £143/t at the start of the year to a high of £194/t in August and was still about £176/t in September.
Producers also face a surplus of medium and small eggs from flock expansion.
Drought-driven wheat price strength lifts feed costs for poultry producers, adding to downward pressure on egg margins and possibly on flock size.
Setelah 1.072 peristiwa cuaca bullish sebelumnya, Gandum (SRW) bergerak median +0,2% selama 5 sesi (55% lebih tinggi; separuh tengah -1,4% sampai +2,3%), dan +0,3% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.