Fresh hen-egg futures are traded on the Dalian Commodity Exchange (DCE) and are denominated in RMB.
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Thailand
EGG.COMM
Trade Policy Office says 70% of goods hold prices steady, floods have limited inflation impact
The Trade Policy and Strategy Office of the Ministry of Commerce assesses that the flood situation in 2026 continues to have only a limited effect on goods prices, with no broad-based price increases yet observed. Nantapong Jiralertpong, Director of the Trade Policy and Strategy Office, disclosed that tracking of goods prices at modern trade outlets in late September 2026 found that more than 70% of the items monitored held their prices steady, 12.4% increased, and 16.9% decreased. Items with steady prices included bananas, papayas, and pineapples, while items that fell in price included pork and chicken. Cilantro, morning glory, and cucumbers were among those that rose in price. Some fresh vegetables, such as Chinese morning glory, holy basil, and sweet basil, still face price pressure from their short shelf life and transport constraints. The Department of Internal Trade is therefore accelerating the flow of vegetables from unaffected production areas into central markets on a continuous basis, and wholesale prices for several vegetable items have begun to decline. As for eggs, the Ministry of Commerce has asked exporters to cooperate by slowing and postponing export plans, and has asked farmers to hold farm-gate egg prices steady in order to preserve domestic supply and price stability. The Trade Policy and Strategy Office assesses that the impact of the floods still has no significant effect on overall inflation, forecasting headline inflation for all of 2026 at 1.8–2.2%, with a midpoint of 2.0%. The Ministry of Commerce is preparing to launch the "Thai Help Thai, Blue Flag, Reduce Cost of Living" project, targeting more than 1,000 events covering all 77 provinces nationwide.
EGG · Supply · Neutral Ministry asks egg exporters to delay exports and farmers to hold farm-gate prices steady to preserve domestic supply, a supply-side intervention with mixed effect on the egg sector.
Commerce Ministry adds 2 million eggs per day to the system after floods hit vegetables and eggs
The Department of Internal Trade, Ministry of Commerce, is accelerating the management of consumer goods after flooding in many areas affected fresh vegetables and chicken eggs. Mr. Wattanasak Sueaiam, Director-General of the Department of Internal Trade, disclosed that fresh vegetable output from production sources unaffected by the floods has been linked into central markets before being distributed to fresh markets, shops, and restaurants, causing prices of some vegetables to begin easing. As for chicken eggs, the Department of Internal Trade, together with the Department of Livestock Development, has asked farmers and farms to extend the raising period of laying hens in cages in order to increase the volume of chicken eggs entering the system by about 2 million eggs per day, and has also sought cooperation to maintain farm-gate selling prices and delay some exports in order to increase the volume of chicken eggs for domestic consumption. It will closely monitor and inspect the sale of chicken eggs in both wholesale and retail markets to prevent opportunistic price increases. In addition, it has coordinated with retail and wholesale chains, convenience stores, manufacturers, and suppliers to increase product stocks and adjust distribution plans, as well as seeking cooperation to freeze prices and organize promotional activities. The Ministry of Commerce is also preparing to open low-priced goods distribution points in Bangkok and its vicinity after the flood situation eases, and is pressing ahead with the "Thai Help Thai, Thong Fah, Reduce Cost of Living" project at more than 1,000 points covering 77 provinces nationwide, which will sell consumer goods, cleaning equipment, repair equipment, electrical appliances, and construction materials at low prices.
Cal-Maine Foods posts wider first quarter loss and revenue miss
Cal-Maine Foods reported a first quarter adjusted loss of $1.26 per share, far wider than the analyst consensus estimate of a loss of $0.47 per share, sending shares down 1.54% in pre-market trading. Revenue for the quarter ended August 29, 2026 totaled $539.61 million, missing the $587.8 million analyst estimate and falling 41.5% from $922.60 million a year earlier. The egg producer swung to a net loss of $58.62 million from net income of $199.34 million in the prior-year period, as an industry supply imbalance following layer flock repopulation during fiscal 2026 weighed on results. Conventional Shell Eggs sales plunged 59.5% on a 59.3% drop in average selling price per dozen, while Specialty Shell Eggs sales decreased 14.0% and Prepared Foods sales fell 13.0%. Chief executive Sherman Miller said conventional shell egg pricing remains under pressure from the supply imbalance while underlying demand stays healthy, and the company noted Specialty Shell Eggs and Prepared Foods now represent 54.1% of net sales, up from 37.1% a year earlier. Cal-Maine repurchased 66,601 shares for $5.0 million during the quarter and will not pay a dividend, with a cumulative loss of $94.5 million to be recovered before any future dividend, while production expansion projects are expected to lift Prepared Foods capacity more than 60% by the first half of fiscal 2028.
CALM · Capital · Negative Q1 adjusted loss of $1.26/share far wider than $0.47 consensus and revenue of $539.6M missing $587.8M estimate, swinging to a $58.6M net loss.
CALM · Supply · Negative Industry supply imbalance after layer flock repopulation pressured conventional shell egg prices, with ASP down 59.3% and sales down 59.5%.
EGG · Supply · Negative Egg prices and sales fell sharply on an industry supply imbalance following layer flock repopulation.
Poultry Association Forecasts Lower Egg Prices as Production Recovers and Supply-Demand Eases
The Japan Poultry Association said on the 28th that, regarding supply and demand for eggs, which have remained at high price levels, it expects production in the second half of 2026 through the first half of 2027 to exceed the same period a year earlier. As a result, supply and demand will ease, and wholesale prices are expected to fall below the same period last year, when they approached record highs. The association estimated that, after the number of birds raised declined due to culling following outbreaks of avian influenza since last October, the reintroduction of chicks has progressed, and production in the first half of 2027 will exceed the same period a year earlier by 3.7 percent.
EGG · Supply · Negative Production recovery and reintroduction of chicks after avian-influenza culling will ease supply-demand and push egg wholesale prices below last year's levels.
Pork Loin and Eggs Hit Record Highs in Agriculture Ministry's September Retail Survey
In its September food price trend survey released on the 15th, the Ministry of Agriculture, Forestry and Fisheries reported that the national average retail price of pork loin reached 293 yen per 100 grams, marking a record high since the survey began in August 2003. Eggs, for a mixed-size pack of 10, came in at 309 yen, matching the record highs logged in March, May, and June of this year. The rise in pork prices stems from higher import prices driven by the yen's depreciation and growing global demand, which has strengthened appetite for domestically produced pork. For eggs, the spread of avian influenza last year was a factor, along with increased demand as fast-food chains and others launched moon-viewing seasonal products that use eggs to represent the moon.
Egg prices rise 15.5% in nine days; impact on supply chain companies diverges
Egg prices have climbed again. Sam's Club announced that its selected fresh eggs have been raised from 18.9 yuan per box to 21.8 yuan per box. A 30-egg pack of fresh eggs at Hema Fresh rose to 22.8 yuan per box in June, up 28% from April. Mysteel agricultural product data shows that on August 17, the average egg price in major producing areas rose to 5.15 yuan per jin, an increase of 0.69 yuan per jin from August 8, with a cumulative gain of 15.5% over nine days and a year-on-year surge of 58.46%, the highest level for the same period in nearly three years. The core driver of this round of soaring egg prices is a deep contraction on the supply side combined with concentrated release of demand. In 2025, the laying hen farming industry was in a loss-making state for 11 months of the year. Ministry of Agriculture and Rural Affairs data shows that in May 2026, the national laying hen inventory fell to 1.279 billion birds, down 1.24% month-on-month and down 4.24% year-on-year. The sharp fluctuation in egg prices has had markedly different effects on listed companies at different stages of the supply chain. Egg product processor Ovodan Egg Industry is under the most direct cost pressure, with egg costs accounting for about 80% of its total product costs. Upstream layer breeder company Xiaoming Agriculture is on an indirectly favorable transmission path, with chicken product sales volume and sales revenue in July both rising month-on-month and year-on-year. Xiangjia Stock, which has an egg business, is a direct beneficiary of this price increase, with its egg business already profitable in the second quarter. On August 21, shares of these egg supply chain companies closed lower across the board, with Ovodan Egg Industry falling 8.84% and its total market value dropping to 1.522 billion yuan.
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