1 Quality Grains and Pulses For The World · US Chickpea Supply & Demand 20 (Jun/May crop year)...
Transcript of 1 Quality Grains and Pulses For The World · US Chickpea Supply & Demand 20 (Jun/May crop year)...
COLUMBIA GRAIN
Quality Grains and Pulses
For The World
1
Columbia Grain Inc was founded in 1978.
CGI is a Subsidiary of the Marubeni Corporation
Headquartered in Portland, Oregon.
320+ employees
18,000+ Suppliers
Columbia Grain serves customers both domestically and internationally. We export to more than 70 different countries
around the globe.
CGI is a vertically integrated company in control of our
products from the farmer to food and feed processors. Our traders originate grains and pulses directly from several
thousand farmers. Products are sourced, cleaned, sorted, and graded to meet each customer’s need
2 CGI Business Overview
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1995 USA Dry Pea
4
Growing Region by County
2019 USA Dry Pea
5
Growing Region by County
1995 USA Lentil
6
Growing Region by County
2019 USA Lentil
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Growing Region by County
1995 USA Chickpea
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Growing Region by County
2019 USA Chickpea
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Growing Region by County
US Top Export Countries Dry Peas
10
0
50,000
100,000
150,000
200,000
250,000
India China Canada Kenya Philippines Pakistan Ethiopia Djibouti Yemen
MET
RIC
TO
NS
DRY PEAS | TOP COUNTRIES | US EXPORTSCrop Year (June - May) Exports by Country | 2015/16 - 2018/19
SOURCE: USDA/NASS Data | October 25, 2019
2014/15 2015/16 2016/17 2017/18 2018/19
US Top Export Countries Lentils
11
0
20,000
40,000
60,000
80,000
100,000
120,000
India Spain Canada Mexico Peru Colombia Sudan
MET
RIC
TO
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LENTILS | TOP COUNTRIES | US EXPORTSCrop Year (June - May) Exports by Country | 2015/16 - 2018/19
SOURCE: USDA/NASS Data | October 25, 2019
2014/15 2015/16 2016/17 2017/18 2018/19
US Top Export Countries Chickpeas
12
0
10,000
20,000
30,000
40,000
50,000
60,000
India Spain Canada Pakistan Turkey Italy Portugal
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CHICKPEAS | TOP COUNTRIES | US EXPORTSCrop Year (June - May) Exports by Country | 2015/16 - 2018/19
SOURCE: USDA/NASS Data | October 25, 2019
2014/15 2015/16 2016/17 2017/18 2018/19
US Pulse Exports to India
13
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
0.00
50,000.00
100,000.00
150,000.00
200,000.00
250,000.00
2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19
Expo
rt Valu
e ($)
Met
ric
Ton
US Exports (MT) | Export Value to India2012-13 to 2018-19 Crop Year (June-May)
Dry Peas, Lentils, and ChickpeasSource: USDA/GATS
Lentils MT Chickpea MT Dry Peas MT Chickpea ($) Dry Peas ($) Lentils ($)
US Dry Bean Production14
US Pinto Bean Supply & Demand
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US Black Bean Supply & Demand
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US Navy Bean Supply & Demand
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US Dry Pea S&D
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(Jun/May crop year) (MT)
2017 2018 2019 Est
Planted Acreage (Acres) 1,128,000 845,000 1,103,000
Yields (bu) 20.9 28.6 33.8
Production (MT) 643,055 658,400 1,013,316
Carryin 321,127 267,857 203,982
Imports 107,781 138,928 105,000
Total Supply 1,071,963 1,065,185 1,322,298
Export 255,000 247,242 350,000
Seed 85,000 90,000 80,000
Domestic 415,000 493,561 500,000
Feed and Residual 49,106 30,400 40,000
Total Disppearance 804,106 861,203 970,000
Ending Stock 267,857 203,982 352,298
US Lentil Supply & Demand
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(Jun/May crop year) (MT)
2017 2018 2019 Est
Planted Acreage (Acres) 1,104,000 805,000 486,000
Yields (bu) 11.3 17.7 18.5
Production (MT) 339,384 386,795 244,351
Carryin 55,066 79,833 144,425
Imports 42,047 62,259 55,000
Total Supply 436,497 528,887 443,777
Export 180,000 135,674 215,000
Seed 27,920 26,000 25,000
Domestic 122,047 177,788 145,000
Feed and Residual 26,697 45,000 20,000
Total Disppearance 356,664 384,462 405,000
Ending Stock 79,833 144,425 38,777
US Chickpea Supply & Demand
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(Jun/May crop year) (MT)
2017 2018 2019 Est
Planted Acreage (Acres) 620,700 779,000 506,400
Yields (bu) 18.6 22.8 25.4
Production (MT) 314,564 482,765 350,383
Carryin 36,956 88,349 157,262
Imports 56,998 46,804 35,000
Total Supply 408,519 617,918 542,644
Export 127,327 122,754 120,000
Seed 42,000 35,000 32,000
Domestic 150,843 265,740 245,000
Feed and Residual 37,162 10,000
Total Disppearance 320,170 460,656 407,000
Ending Stock 88,349 157,262 135,644
US Domestic Pulse Demand (MT)
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US Pulse Imports (MT)
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Montana 2020 Crop Return
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Malt
Barley Flax
Laird
Lentils
Richlea
Lentils
Impala
Lentils
Pardina
Lentils
Eston
Lentils
Green
Peas #1
Yellow
Peas
Green
Peas #2
Crimson
Lentils
Spring
Wheat Durum
Sierra
Chickpea
Market Yield 50 24 25 28 25 24 28 28 32 28 25 34 32 23
Market Price Indications 4.00$ 8.70$ 9.90$ 8.40$ 9.00$ 9.60$ 7.80$ 7.50$ 5.50$ 6.25$ 7.80$ 4.95$ 5.25$ 12.00$
Market Income 200.00$ 208.80$ 247.50$ 235.20$ 225.00$ 230.40$ 218.40$ 210.00$ 176.00$ 175.00$ 195.00$ 168.30$ 168.00$ 276.00$
Direct Costs
Seed 11.00$ 11.60$ 30.00$ 25.00$ 20.00$ 30.00$ 20.00$ 48.00$ 14.40$ 16.80$ 22.00$ 12.00$ 13.00$ 66.00$
Herbicides 16.00$ 28.50$ 34.60$ 34.60$ 34.60$ 34.60$ 34.60$ 33.00$ 33.00$ 33.00$ 34.60$ 25.20$ 25.20$ 35.40$
Fungicides 4.00$ -$ 16.00$ 16.00$ 16.00$ 16.00$ 16.00$ 1.50$ 1.50$ 1.50$ 16.00$ 5.00$ 5.00$ 50.00$
Fertilizer 18.00$ 25.57$ 7.87$ 7.87$ 7.87$ 7.87$ 7.87$ 11.53$ 11.53$ 11.53$ 7.87$ 44.89$ 41.53$ 12.47$
Crop Insurance 13.50$ 6.50$ 19.30$ 19.30$ 19.30$ 19.30$ 19.30$ 9.10$ 9.10$ 9.10$ 19.30$ 10.90$ 13.50$ 18.00$
Fuel & Lubrication 8.02$ 7.63$ 8.93$ 8.93$ 8.93$ 8.93$ 8.93$ 8.90$ 8.90$ 8.90$ 8.93$ 7.46$ 7.46$ 10.25$
Repairs 16.03$ 16.49$ 18.97$ 18.97$ 18.97$ 18.97$ 18.97$ 18.38$ 18.38$ 18.38$ 18.97$ 15.61$ 15.61$ 22.22$
Drying -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
Miscellaneous 7.50$ 7.50$ 9.25$ 9.25$ 9.25$ 9.25$ 9.25$ 9.25$ 9.25$ 9.25$ 9.25$ 7.50$ 7.50$ 8.25$
Total Direct Costs 94.05$ 103.79$ 144.92$ 139.92$ 134.92$ 144.92$ 134.92$ 139.66$ 106.06$ 108.46$ 136.92$ 128.56$ 128.80$ 222.59$
Total Indirect Costs 36.03$ 35.91$ 41.41$ 41.41$ 41.41$ 41.41$ 41.41$ 40.85$ 40.85$ 40.85$ 41.41$ 34.55$ 34.43$ 48.88$
Total Costs 130.08$ 139.70$ 186.33$ 181.33$ 176.33$ 186.33$ 176.33$ 180.51$ 146.91$ 149.31$ 178.33$ 163.11$ 163.23$ 271.47$
Estimated Return 69.92$ 69.10$ 61.17$ 53.87$ 48.67$ 44.07$ 42.07$ 29.49$ 29.09$ 25.69$ 16.67$ 5.19$ 4.77$ 4.53$