From the monthly cold storage report it is interesting to look at the poultry numbers and changes due to HPAI that has been plaguing the sector to some degree since 2022. Total chicken in cold storage was up 1.1 percent on the year and up 0.9 percent on the month. For eggs, the total inventory in cold storage was 104 percent of last year and was up 9.4 percent on the month. For context, from 1 December 2024 through 1 June 2025 the industry lost roughly 25 million layers according to USDA APHIS data. That drove a nationwide supply shortage and subsequently prompted one of the largest surges in egg imports since 2015.
However, production has since rebounded and is now outpacing domestic needs, particularly as the market is...
What You Need to Know Today: U.S. and Chinese officials are expected to discuss agriculture and non-tariff trade barriers ahead of Chinese President Xi Jinping’s visit to Washington later this month, potentially opening the door to additional U.S. agricultural purchases or improved marke...
The U.S. will observe Labor Day on Monday, 7 September. U.S. markets and the WPI office will be closed that day. The next edition of Ag Perspectives will be published Tuesday, 8 September...
Key Takeaways: Drought and changes to the multi-year trend in cow slaughter and retention have the potential to dramatically alter beef trim supplies and pricing, and WPI specifically models three different drought scenarios for fall 2026. Based on our models, WPI expects 90 percent lean...
