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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.
在过去 1,072 次看涨的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(55% 上涨;中间一半区间为 -1.4% 至 +2.3%),20 个交易日内为 +0.3%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。