
Why is this so compelling? The algorithm uses only what's readily available, but it sees connections that aren't obvious to the general public.
OPTION 1: STRICTLY BY THE NUMBERS
"Analytical Forecast: Survival Horizons for Russian Poultry Farms with a Selling Price Below Cost"
Editorial Review Based on Industry Data
Key Imbalance:
- Cost: 55 rubles/dozen (feed 70%, logistics 15%, energy 10%, other 5%).
- Selling Price: 30 rubles/dozen (dictated by retail).
- Loss per dozen: 25 rubles.
Factors Determining Survival Time:
Without government support
With partial subsidies (10-15 ₽/dozen) With the reform of contracts with retail Small farms (<50 thousand chickens) 3-6 months (bankruptcy due to lack of reserves) 6-9 months (normalization is impossible) Up to 1 year (if the price is fixed at 45-48 ₽) Medium factories (50-200 thousand chickens) 6-12 months (reduction in livestock by 40%) 12-18 months (stagnation) 2-3 years (upon transition to direct sales) Vertical holdings (>500 thousand chickens) 18-24 months (due to cross-subsidization) 3-4 years (with maintenance of capacity) 5+ years (diversification into processing)
Critical points:
1. In 4 months: The first wave of incubator shutdowns for 25% of small producers.
2. In 8 months: Egg shortages in regions with low production density (Far East, Siberian Federal District).
3. In 18 months: Retail prices rise to 80-90₽ even while producers continue to incur losses.
Assumption: Retail can maintain low purchase prices for up to 12 months until it faces a 30% supply reduction.
Editorial conclusion:
The maximum period for which the industry can survive under the current model is 24 months for large players. Without pricing adjustments, egg production in RUSSIA will decline by 40% by 2027, making imports inevitable.
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OPTION 2: WITH AN EMPHASIS ON SOCIAL CONSEQUENCES
"Countdown: When will Russians be left without local eggs?"
Editorial column with time frame analysis
The numbers are inexorable: if the purchase price remains at 30 rubles against the cost price of 55 rubles, the Russian poultry industry is moving towards the point of no return. It's not about profit, but about the physical ability to produce.
Collapse timeline:
1. 0-3 months:
- Factories use reserve feed and credit lines.
- Risk: Increase in debt burden to 200% of revenue.
2. 4-8 months:
- Reduction in livestock on small farms by 50%.
- Social effect: Increase in prices on private markets (+40% by December 2024 ).
3. 9-15 months:
- Shutdown of 1 in 3 medium-sized factories.
- Effect for the consumer: Appearance of "gray" supplies without veterinary control.
4. 16-24 months:
- Large holdings scale back investments .
- Result: Shortages in stores (+ imports from Belarus at 70-80₽/dozen).
Possible points of stabilization:
If by the third quarter of 2025 the Ministry of Agriculture introduces:
- Direct compensation for the difference in production costs (25₽/dozen) → prolonging the agony by 18 months.
- Strict production quotas → supply/demand balance by 2025.