(Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados...

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Global S&D of Arabicas

Transcript of (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados...

Page 1: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Global S&D of Arabicas

Page 2: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Arabica Production:Brazil vs Rest of World

0

10

20

30

40

50

60

2006/7 2007/8 2008/9 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15 2015/16

Brazil

Brazil

0

10

20

30

40

50

60

2006/7 2007/8 2008/9 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15 2015/16

RoW

RoW

Source: ECOM

Page 3: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Brazil vs Rest of World

-0.6

-0.4

-0.2

0

0.2

0.4

0.6

0.8

2007/8 2008/9 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15 2015/16

% Change on Year

Brazil

RoW

Source: ECOM

Page 4: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Global Balance by Crop Year

Source: ECOM

Page 5: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

9.34

-10.64

2.11

-10.4

0.9 0.89 2.36

-3.3-6.49

-20

-10

0

10

20

2006/7 2007/8 2008/9 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15

Surplus / Deficit

Surplus / Deficit

Arabica Balance Sheet

88.43

71.01

83.05

71.98

84.93 83.0487.97

84.54 81.2179.09 81.65

80.94

82.3884.03

82.1585.61

87.84 87.7

0

10

20

30

40

50

60

70

80

90

100

2006/7 2007/8 2008/9 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15

Arabica S&D by Crop Year

ArabicaProduction

ArabicaDemand

Source: ECOM

Page 6: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Arabica Production by Crop Year

Source: ECOM

Page 7: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Arabica Production by Crop Year

0

10

20

30

40

50

60

70

80

90

100

2010/11 2011/12 2012/13 2013/14 2014/15

Asia & Oceania

Africa

Brazil

South America

North & CentralAmerica

Source: ECOM

Page 8: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Total Coffee Demand by Region

-

20.00

40.00

60.00

80.00

100.00

120.00

140.00

160.00

180.00

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

SOUTH EAST ASIA

MIDDLE EAST***

AFRICA**

SOUTH AMERICA

NORTH/CENTRALAMERICA

EASTERN EUROPE

WESTERN EUROPE

Source: ECOM, Neil Rosser

Page 9: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Total Coffee Demand Breakdown

Source: ECOM, Neil Rosser

Page 10: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

COFFEE IS SEXY!!!!!!!!!!!!!!!!

Page 11: (Coffee & Dinner 2015 - Cecafé) Painel Mundo: Oferta e demanda mundiais com ênfase nos mercados emergentes (Arábica)

Thank you