Friday, 09 October 2026 · Daily Market Intel

Market IntelFri, 09 Oct

Thai officials ask egg farms to cut exports up to half after floods.

Egg supply · flood cost · positive-sum

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- Singapore buys 79% of Thailand's exported eggs, so what happens when exports are cut 30-50%? — VnExpress International (Reuters)
  Floods killed roughly 3 million hens in Chachoengsao. Thailand asked firms to cut egg exports 30 to 50 percent until December, and farms to hold the price at US$0.12 an egg. Singapore took 79% of last year's exports.
  Positive-sum angle: A farm-gate price hold keeps Thai retailers stocked, and stretching laying hens from 80 to 85 weeks stretches the surviving flock. Importers that add a second supplier now gain a hedge against the next flood.
  What's the impact: A Singapore kopitiam, bakery or cafe owner should ask the egg supplier this week which country the stock comes from, and lock a price through December before the cut bites. A Malaysian or Indonesian second source is the cheap insurance.