ANALYSIS: US Shell Egg and Breaker Markets Drift Into Rare Price Divergence

The relationship between Midwest large shell eggs and 48–50 lb. breaking stock has diverged sharply in recent weeks, producing one of the most unusual relative price relationships observed in the historical data set.

As of March 12, Midwest Large closed at $1.77/dozen while breaking stock remained pinned at $0.21/dozen. At that level, breakers are valued at just 11.3% of the shell egg market, meaning shell eggs are trading at nearly nine times the value of breakers. A review of historical...

ANALYSIS: EU Egg Product Market Faces Historic Highs Amid Tight Supply and Bird Flu Fears

As of mid-October 2025, the EU egg product market is under severe strain, with prices for dried whole egg, liquid, and dried yolk hitting record highs. A year of elevated shell egg costs, limited supply, and minimal inventory buildup has left the market exposed just as demand surges for the peak consumption season.

Unlike in previous years, the usual summer lull failed to ease prices, so September’s demand rebound only intensified pressure. Processors now face shrinking availability and soaring costs, particularly for...

EU Egg Market Sentiment Heading Into Summer

As the EU egg market moves into the summer period, sentiment is becoming increasingly two-sided. Summer is traditionally marked by a seasonal slowdown in trading activity, as consumer habits shift and production schedules ease.

This seasonal dip has already begun to take hold, with buying interest noticeably subdued throughout May. However, the usual expectations of softer summer demand are being weighed against a backdrop of heightened supply-side risk. Concerns over future availability, particularly following avian influenza-related flock reductions in Poland—are beginning to shape market psychology...