Rabobank: High prices shaking up global egg supply chains

There are also significant value chain impacts. While consumers face high prices and availability issues, suppliers struggle with disease, cost inflation, new regulations, government intervention, changing consumer demand, and limited customer commitment. This has resulted in supply chain disruptions, with considerable price and supply volatility and, in some cases, empty supermarket shelves. Rabobank expects prices to stay relatively high throughout 2023 but lower on average than the levels seen in Q1 2023. Prices will be especially high in markets heavily impacted by avian flu, high costs, and regulatory changes. In other markets, prices will drop but not to pre-2021 levels, as lingering high input costs will keep prices elevated. In the longer term, a refocused and measured approach to better balance market supply and demand, pricing, and risks in the value chain is important. Such an approach should include the key tools of more demand-driven value chain ...