[HN Gopher] Hatching a Conspiracy: A Big Investigation into Egg ...
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       Hatching a Conspiracy: A Big Investigation into Egg Prices
        
       Author : Armic
       Score  : 55 points
       Date   : 2025-03-09 17:49 UTC (4 hours ago)
        
 (HTM) web link (www.thebignewsletter.com)
 (TXT) w3m dump (www.thebignewsletter.com)
        
       | araes wrote:
       | Generally correlates with my own view on the subject. After
       | reading two USDA reports on the subject "Chickens and Eggs" [1]
       | and "Egg Markets Overview" [2] it seemed like the markets are not
       | responding to actual supply / demand issues. The losses, while
       | large "sounding" (30 million), are not really that enormous in
       | the context of 369 million egg laying flock, down 2% from the
       | previous year. And most of the losses were heavily constrained to
       | the Ohio (44%) / Illinois (22%) area.
       | 
       | [1] https://downloads.usda.library.cornell.edu/usda-
       | esmis/files/...
       | 
       | [2] https://www.ams.usda.gov/mnreports/ams_3725.pdf
        
         | thegrim33 wrote:
         | The article you're commenting on states that 115 million egg-
         | laying hens were culled, not 30 million.
        
       | readthenotes1 wrote:
       | Alas! I thoroughly enjoyed Kevin Hassett's Face the Nation comedy
       | skit "Perimeter of Dead Chickens".
       | 
       | I guess I should have known that it was a misdirect...
       | 
       | https://www.cbsnews.com/news/kevin-hassett-face-the-nation-t...
        
       | vessenes wrote:
       | The article had me at "European Chicken Monopoly In Control of US
       | Egg Market." The rest is interesting, but fairly predictable in
       | outcome. Normally competition will drive prices down when margins
       | are good. In this case, the monopoly breaks that cycle and is
       | like ... "Mmm, I like these margins, thanks."
        
         | vessenes wrote:
         | p.s. It also explains why at my local Pacific Northwest family
         | owned market, there were plenty of $4.99 and $6.99 free range
         | eggs per dozen for sale -- I believe this small chain prefers
         | local suppliers.
        
       | SoftTalker wrote:
       | Egg prices are high compared to what they used to cost but still
       | under $1.00 for a two-egg meal. There's not a protein source
       | that's much cheaper, I think the egg producers are exploiting a
       | certain inelasticity of demand. People don't like the price
       | increases but eggs are still very cheap food.
        
       | ericjmorey wrote:
       | Harris and Walz campaigned specifically on addressing the issues
       | raised by this article. People didn't care if they even
       | understood. We have someone that's implementing a kleptocracy
       | instead.
       | 
       | This is not getting solved for at least a decade, probably 50+
       | years before another regime change occurs.
        
         | teeray wrote:
         | It does make me wonder what it will take to have a government
         | with an appetite for trust busting again.
        
           | theWreckluse wrote:
           | It might happen when the pop media allows for it. It's very
           | easy to belive the the Govt and all media are in symbiotic
           | cahoots w each other.
        
         | generalizations wrote:
         | We'll see. We're only a couple months into this 'regime' -
         | might be interesting to try a different strategy for a little
         | while.
         | 
         | H&W may have campaigned on this, but there's two things
         | critical to good advertising: offering what people want, and
         | offering it credibly.
        
         | pessimizer wrote:
         | > Harris and Walz campaigned specifically on addressing the
         | issues raised by this article.
         | 
         | No, they didn't. They campaigned on a vague anti-"price
         | gouging" promise while pretending they didn't even know who
         | Lina Khan, Johnathan Kanter and Rohit Chopra were.
         | 
         | Harris _never_ made it clear if any of their jobs were safe,
         | her advisor and brother-in-law Tony West was Uber 's general
         | counsel, and Mark Cuban, a proxy for Harris during the
         | campaign, screamed from the rooftops how much he hated them all
         | and how they would be gone if Harris won (until the campaign
         | told him to stop saying that.)
         | 
         | The only people mentioning antitrust during the campaign were
         | on the Republican side, all the way up to Vance at least, and
         | they continue to engage even after winning. Democrats were
         | campaigning on companies "doing better" and not "taking
         | advantage" and on anything else that wouldn't be definable or
         | enforceable.
         | 
         | -----
         | 
         | edit: it's important to mention that this is the second avian
         | flu outbreak since covid to kill an enormous (but not as
         | enormous as it sounds) number of birds, the previous outbreak
         | was used as an excuse to raise the prices just as high, and egg
         | profits skyrocketed. This happened _entirely_ during the Biden
         | administration. I don 't know how Harris would have differed,
         | but we have already seen the Biden response and it was to let
         | everyone get away with whatever.
        
       | cantrecallmypwd wrote:
       | I bet Agri Stats is involved to some degree with price fixing
       | above the baseline of supply intersecting demand.
        
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