From what I've read and heard on a couple of market-watch type sources, the egg situation is largely driven by avian flu, and it's particularly bad in the US because egg-laying farms in the US are huge; often in excess of a million birds. When they want to eradicate the flu from a farm, it's a big hit.

By contrast, Canadian egg-laying farms are much smaller; typically less than 100,000 birds, and maybe more likely around 50,000 birds. They still get the avian flu, but the hits are smaller, and there are a lot more farms.

With RFKJr in charge, he may choose to ignore the avian flu, so no big deal. Sell those eggs!


bp
<part15sbs{at}gmail{dot}com>

On 4/21/2025 10:17 AM, Ken Hohhof wrote:

Egg prices are at the mercy of avian flu, unless/until something changes like hepafilters on the chicken barns or vaccinating the hens.  Wild birds poop on the fields and wind blows the infected dust into the barns.

This data doesn’t reflect April yet:

https://fred.stlouisfed.org/series/APU0000708111

Retail egg prices have also been somewhat artificial because grocery stores use eggs as a loss leader to bring people into the stores.  That has maybe ended as stores ended  up paying $8 wholesale and selling for $3 retail.  So in the future, eggs may be priced more like gasoline, based on their most recent shipment, then either mark them up or sell them at cost.  I did see a lot of stores though stocking up on eggs for Easter and running sales, like $3.99 plus a $1 digital coupon for a net of $2.99.  They might have been using them as a loss leader for the holiday, stuff like ham and lamb was also on sale.

I’m speculating March may be a bad time for avian flu because the fields are bare of crops and snow, migrating waterfowl have been pooping on them all winter, and if it doesn’t rain the wind will blow infected dust at the chicken barns.  If the fields weren’t plowed and fertilized after harvest in fall, that may be going on in spring, stirring up the soil with the infected bird poop.

*From:*AF <[email protected]> *On Behalf Of *Adam Moffett
*Sent:* Monday, April 21, 2025 8:15 AM
*To:* AnimalFarm Microwave Users Group <[email protected]>
*Subject:* Re: [AFMUG] the customer sieve

Well, that's good news.  I honestly hadn't bought eggs in the past month so I hadn't noticed the change.

I wonder:  Is the change because demand dropped to match supply?  Or is March-April the time when chicks mature enough to lay eggs?  Sorry, I don't know chickin stuff.

------------------------------------------------------------------------

*From:*AF <[email protected]> on behalf of Chuck <[email protected]>
*Sent:* Monday, April 21, 2025 12:51 AM
*To:* [email protected] <[email protected]>
*Cc:* [email protected] <[email protected]>
*Subject:* Re: [AFMUG] the customer sieve

Huh? https://tradingeconomics.com/commodity/eggs-us

Sent from my iPhone



    On Apr 19, 2025, at 10:47 PM, Dev <[email protected]> wrote:

    It’s reassuring to know that those handling your food are high as
    a kite and the walls around them might dissolve into a rainbow any
    minute, they’ll be sure to pay attention to health standards.

    The whole economy seems to have entered a parallel universe land,
    where any day we might snap back to reality. I think people are
    just holding on for the shock, trying not to spend too much if at
    all possible. Because eggs require financing options, etc.



        On Apr 19, 2025, at 12:59 PM, Ken Hohhof <[email protected]> wrote:

        It’s tax return time and traditionally some people who are
        past due would catch up when they got their refund.  I fear
        this year may be the opposite.

        Actually, I look at all the Internet options some people have
        (not even including government subsidized fiber) and wonder if
        we small ISPs get the ones who can’t go with a bigger company
        because of their poor credit and payment history situation.
        Nobody else will take them?

        I am reminded of a conversation I once had, wondering why some
        people work at really crappy fast food places when there are
        other ones with much nicer work environments.  I was told they
        can probably only get hired at places that don’t drug test.

        Only the best of the best.

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