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cover of episode A Major American Egg Farm Just Lost 90% of its Chickens

A Major American Egg Farm Just Lost 90% of its Chickens

2025/6/7
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Odd Lots
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G
Glenn Hickman
领导着亚利桑那州的一家大型鸡蛋农场，多次参与经济播客讨论鸡肉和鸡蛋行业的经济问题。
J
Joe Weisenthal
通过播客和新闻工作，提供深入的经济分析和市场趋势解读。
T
Traci Alloway
Topics
Joe Weisenthal: 近几个月鸡蛋价格大幅下降，但禽流感问题依然存在，这让我感到非常好奇。我分析了价格下降的原因，一部分可能是因为鸡蛋太贵导致需求减少，另一部分可能是家禽供应有所恢复。即使价格有所回落，但与过去相比，鸡蛋仍然非常昂贵，这表明存在持续性的问题。 Glenn Hickman: 我目前面临着严重的禽流感疫情，我的农场损失了数百万只鸡。我认为禽流感已经成为地方性流行病，对鸡舍构成持续威胁。虽然我们国家生产禽流感疫苗并出口到其他国家，但我们自己却无法使用，这让我感到非常沮丧。我认为现在阻止禽流感蔓延的唯一方法是为我们的鸡群接种疫苗。同时，我也提到鸡蛋价格高涨导致一些人寻找替代品，夏季需求减少也导致价格下降。尽管政府会赔偿扑杀鸡群的成本，但不赔偿收入损失，这给我的业务带来了很大的挑战。我们需要20个月才能完全重建鸡群，这意味着我们将面临相当长一段时间的困境。 Traci Alloway: 我认为中国的猪瘟导致大量小型猪场倒闭，市场份额向大型企业集中。农业领域也存在大企业越来越大的趋势，这让我对社会的发展轨迹感到担忧。

Deep Dive

Chapters
Despite the ongoing bird flu, egg prices have dramatically fallen. This chapter explores the reasons behind this decline, considering factors such as reduced consumer demand due to high prices and potential increased imports.
  • Egg prices have significantly decreased from recent highs.
  • Bird flu remains prevalent.
  • The reasons for the price drop are unclear, possibly due to a combination of decreased demand and increased imports.

Shownotes Transcript

Egg prices have come down a lot since their recent record and bird flu has largely faded from the headlines. But the epidemic is still raging and, per one farmer, risks becoming endemic in the US. Glenn Hickman is president of Hickman's Egg Ranch in Arizona, one of the largest egg producers in the US. You might remember him from our series last year, Beak Capitalism), in which we explored some of the thorniest issues facing the US economy through the medium of chickens. Well, news from the Hickman farm since then hasn't been good. A bird flu outbreak has led to the destruction of 90% of Glenn's chicken stock. We talk about the impact on Glenn's business, egg prices, and why the US isn't vaccinating its chickens.Check out Beak Capitalism)Read more: To Understand America’s Egg Crisis, Look to China’s Pork )Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots)

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