Committee for the Common Organisation of the Agricultural ... · Ukraine - $ 378 Brazil Paranagua -...
Transcript of Committee for the Common Organisation of the Agricultural ... · Ukraine - $ 378 Brazil Paranagua -...
Committee for the Common Organisation
of the Agricultural Markets
22 September 2016
Feed costs
World cereal prices ($/t)
DG AGRI C3 22 September 2016
FEED COSTS
140
160
180
200
220
240
260
280
300
$ /
to
nn
e
Wheat - Black Sea Milling $ 172
Wheat - US SRW Gulf $ 173
Wheat - FR Cl. 1 Rouen $ 179
Maize - FR Bordeaux $ no
Maize - US 3YC Gulf $ 161
Barley-FR Dlvd Rouen feed $ 143
Soyabeans export prices $/ton (fob)
DG AGRI C3 22 September 2016
FEED COSTS
300
320
340
360
380
400
420
440
460
480
$ /
to
nn
e
US 2Y Gulf - $ 390
Ukraine - $ 378
Brazil Paranagua - $ 415
Argentina Up River - $ 391
DG AGRI C3 22 September 2016
FEED COSTS
250
300
350
400
450
500
550
juin-15 juil.-15 août-15 sept.-15 oct.-15 nov.-15 déc.-15 janv.-16 févr.-16 mars-16 avr.-16 mai-16 juin-16 juil.-16 août-16
$/to
nne
Brazil Paranagua
US Gulf
Argentina Up River
Source: IGC
383.08
399.63
374.00
Soyameal world quotations $/ton
DG AGRI C3 22 September 2016
R E M A I N D E R
P I G
EU E V O L U T I O N
38 40 44 51 51 56 60 52 42 34 33 34 34 34 40 50 60 620
20
40
60
80
100
120
140
160
180
In E
uro
s
Remainder for pig fattening
Remainder Cost of piglet Feed cost Pig carcass price Average remainder
Production
DG AGRI C3 22 September 2016
P R O D U C T I O N
IN HEADS
By quarter
Real slaughter
2016
Q1 - 1.6% + 0.3% + 5.0% + 1.7% + 0.1%
Q2 + 0.4% - 1.3% + 3.4% + 1.4% + 4.1%
Q3 + 0.8% + 2.3% + 1.3% + 0.3%
Q4 + 1.3% + 2.2% + 1.3% - 2.4%
EU_28 + 0.2% + 0.9% + 2.7% + 0.2%
- 6%
- 4%
- 2%
+ 0%
+ 2%
+ 4%
2013 2014 2015 2016 f
Change in EU pigmeat slaughter (2016 forecast based on GIP
and experts estimations)
Q1 Q2 Q3 Q4
P R O D U C T I O N
IN HEADS
By quarter
DG AGRI C3 22 September 2016
61
68
9
60
61
3
60
25
2
64
01
6
61
86
2
59
80
8
61
65
9
65
39
7
64
43
6
61
90
4
63
33
5
68
53
0
65
53
6
62
74
2
63
53
7
66
87
4
65
11
3
64
33
7
0
10 000
20 000
30 000
40 000
50 000
60 000
Pigmeat Q1 Pigmeat Q2 Pigmeat Q3 Pigmeat Q4
EU pigmeat slaughter (2016 forecast based on GIP and experts estimations)
('000 heads)
2013 2014 2015 2016 f Real slaughter 2016
Re
al
sla
ug
hte
r Q
1
Re
al
sla
ug
hte
r Q
2
DG AGRI C3 22 September 2016
P R O D U C T I O N
IN HEADS
14.0
%
12.0
%
11.0
%
8.0%
5.4%
5.3%
4.8%
4.5%
4.4%
3.5%
3.3%
3.3%
3.3%
3.3%
3.0%
2.8%
1.9%
1.2%
0.1%
-1.0
%
-2.0
%
-3.1
%
-4.3
%
-4.3
%
-4.6
%
-6.7
%
-6.7
%
-9.2
%
2.0%
-30%
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
LU LV SK HR IE SI ES UK FI CY HU BG PL PT DE IT FR NL RO SE EE AT BE CZ DK GR LT MT EU28
Change in Pig Slaughter ('000 heads)2016/2015 (up to Jun)
Source= Eurostat
DG AGRI C3 22 September 2016
P R O D U C T I O N
IN HEADS
15.5
%
12.5
%
12.3
%
12.3
%
9.7%
5.9%
5.9%
5.6%
5.2%
4.6%
4.4%
3.0%
2.5%
2.4%
2.3%
2.1%
1.6%
1.4%
1.3%
-0.3
%
-0.9
%
-2.4
%
-3.1
%
-3.4
%
-4.0
%
-5.1
%
-6.7
%
-11.
2%
1.6%
-30%
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
LU SK HR LV SI CY ES UK IE HU PL FR FI BG PT RO IT NL EE DE SE AT GR CZ BE DK LT MT EU28
Change in Pig Slaughter ('000 tonnes)
2016/2015 (up to Jun)
Source= Eurostat
DG AGRI C3 22 September 2016
P R O D U C T I O N
IN TONNES
0
500
1 000
1 500
2 000
2 500
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Pig Production (E28 Slaughtering) - Tonnes
2014 2015 2016
Source - Estat-Newcronos
Prices
DG AGRI C3 22 September 2016
P I G P R I C E S
EU E V O L U T I O N
EU
Pric
es
EU Prices Evolution since last week
166,48Average
(S-E)+ 0,8%
167,13Class S + 0,7%
165,46Class E + 1,0%
43,18Piglet + 0,3%€/head
€/1
00
kg
cw
Evolution since last month
Evolution since last year
+ 1,1%
+ 1,0%
+ 1,1%
- 0,1%
+ 11,7%
+ 11,3%
+ 12,3%
+ 29,4%
37
DG AGRI C3 22 September 2016
P R I C E S
C A R C A S E S
E U E V O L U T I O N
AVERAGE CLASSES S & E
115
130
145
160
175
190
EU evolution of the EU pig carcass prices(€/ 100kg)
Average (11 -15) 2014 2015 2016
Latest price (Week 37) : 166 EUR/100 kg
DG AGRI C3 22 September 2016
P R I C E S
P I G L E T S
EU E V O L U T I O N
30
35
40
45
50
55
EU evolution of the EU average piglet prices(€/head
Average (11 - 15) 2014 Piglet - 2015 Piglet - 2016
Latest price (Week 37) : 43.18 EUR/100 kg
Evolution compared same period last year (Week 37) : + 29.4%
DG AGRI C3 22 September 2016
W O R L D
P I G M A R K E T
PIG PRICES
EU, BR, CAN, US
Weekly average Pig prices 2005 - 2016 in Euro/ 100kg carcase (EU, Brazil, Canada and USA)
50
70
90
110
130
150
170
190
210
EU US BR CAN
EU = weighted avg of MS prices grade E <55% lean meat. As from 1.1.2014 42% class E and 58%S.US = weekly USDA prices carcase lean hogs Iowa-Minn. 167-187lb (Feedstuffs.com)BR = average of maximum prices in main producing states (cepea.esalq.usp.br/suino)CDN= Ontario Dressed weight FOBas from dec 2010, before Index 100 (agr.gc.ca)
165.13 127.37 125.23 125.99
Trade
EU trade of PIG products
DG AGRI C3 22 September 2016
T R A D E
EU T R A D E B A L A N C E
46 1
35
59 7
20
71 9
37
51 6
41
63 8
00
55 9
18
56 0
77
54 4
99
72 2
76
22 6
12
21 7
30
32 3
68
43 1
79
59 8
38
51 7
89
44 1
93
37 6
55
36 9
67
34 4
87
35 2
45
33 0
83
18 3
70
881
011
943
405
1 08
3 23
0
1 23
8 13
8
1 55
6 96
1
1 54
5 90
7
1 33
1 80
8
1 52
6 56
3
1 50
9 30
2
1 78
0 56
8
1 93
8 45
5
2 08
9 36
3
1 91
0 90
8
2 56
9 08
7
2 38
6 24
5
2 62
7 63
0
3 24
6 48
6
3 24
7 95
6
3 24
2 35
6
3 03
3 83
3
3 26
6 79
5
2 42
3 60
3
0
250 000
500 000
750 000
1 000 000
1 250 000
1 500 000
1 750 000
2 000 000
2 250 000
2 500 000
2 750 000
3 000 000
3 250 000
3 500 000
3 750 000
4 000 000
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
Jan-
Jul 1
6
Tonn
es c
arca
se w
eigh
t
EU Trade of PIG products
IMPORTS EXPORTS
EU imports of selected PIG products Trade figures (COMEXT – tonnes carcass weight)
DG AGRI C3 22 September 2016
T R A D E
EU I M P O R T S
P i g P r o d u c t s
IMPORT
Compared
tonnes % tonnes % tonnes % tonnes % tonnes % to Jan- Jul 15
Switzerland 18 731 51% 17 399 50% 18 207 52% 20 225 61% 12 249 67% 3%
Chile 8 756 24% 6 432 19% 3 416 10% 2 896 9% 1 831 10% 12%
Norway 2 045 6% 2 202 6% 3 192 9% 2 314 7% 1 154 6% -22%
USA 1 264 3% 1 548 4% 1 498 4% 1 769 5% 979 5% 4%
Other 6 171 17% 6 906 20% 8 932 25% 5 879 18% 2 157 12%
Extra-EU 36 967 34 487 35 245 33 083 18 370
% change - 7% + 2% - 6% - 9.6%
2012 2013 2014 Jan-Jul 162015
EU imports of selected PIG products
Trade figures (COMEXT – tonnes carcass weight)
10 13211 917 12 249
2 3261 640 1 831
5 021 4 0071 821
20 754 20 325
18 370
0
5 000
10 000
15 000
20 000
25 000
Jan-Jul 14 Jan-Jul 15 Jan-Jul 16
IMPORTS of PIG Meat into EU-28 (Tonnes c. weight)
Switzerland Chile Norway USA Thailand Other origins
8 053 7 629 8 967
6 983 6 128 5 580
9 0756 731 5 571
3 5654 117 3 708
8 936
5 5984 288
40 626
34 74432 642
0
5 000
10 000
15 000
20 000
25 000
30 000
35 000
40 000
45 000
Jan-Jul 14 Jan-Jul 15 Jan-Jul 16
IMPORTS of PIG Meat into EU-28 (1000 EUR)
Switzerland Chile Norway USA Thailand Other origins
DG AGRI C3 22 September 2016
T R A D E
EU I M P O R T S
P i g P r o d u c t s
DG AGRI C3 22 September 2016
W O R L D
P I G M A R K E T
E U I M P O R T S
PIG MAIN IMPORTERS Ch
ina
+ H.
Kon
g
Chin
a +
H. K
ong
Japa
n
Japa
n
Mex
ico (u
p to
May
)
Mex
ico (u
p to
May
)
Unite
d St
ates
Unite
d St
ates
Sout
h Ko
rea
Sout
h Ko
rea
Cana
da
Cana
da
Aust
ralia
Aust
ralia
Russ
ia (u
p to
Jun)
Russ
ia (u
p to
Jun)
0
200
400
600
800
1 000
1 200
1 400
1 600
2015 (up to July) 2016 (up to July)
Qty
in 1
000
Tonn
es
Main Importers of PIG Products (up to July)
(excl. live animals)Source : GTA & Eurostat
EU exports of selected PIG products: Trade figures (COMEXT – tonnes carcass weight)
Compared to
tonnes % tonnes % tonnes % tonnes % tonnes % Jan-Jul 15
China 589 805 18.2% 668 386 20.6% 717 033 23.6% 1 110 562 34.0% 1 156 931 47.7% + 106%
Japan 259 997 8.0% 261 324 8.1% 347 721 11.5% 330 133 10.1% 219 799 9.1% + 13%
Hong Kong 381 703 11.8% 388 015 12.0% 408 183 13.5% 291 140 8.9% 199 034 8.2% + 45%
South Korea 145 950 4.5% 108 482 3.3% 227 825 7.5% 232 377 7.1% 130 582 5.4% - 15%
Philippines 74 140 2.3% 102 348 3.2% 202 522 6.7% 189 361 5.8% 128 831 5.3% + 26%
USA 65 116 2.0% 64 710 2.0% 90 985 3.0% 101 991 3.1% 73 912 3.0% + 31%
Australia 54 262 1.7% 51 467 1.6% 73 156 2.4% 85 172 2.6% 56 239 2.3% - 6%
Ukraine 167 129 5.1% 125 540 3.9% 106 780 3.5% 96 815 3.0% 43 384 1.8% - 7%
Vietnam 1 369 0.0% 3 269 0.1% 16 056 0.5% 38 227 1.2% 34 033 1.4% + 134%
Taiwan 15 681 0.5% 11 540 0.4% 52 970 1.7% 53 687 1.6% 28 943 1.2% - 9%
Ivory Coast 26 559 0.8% 35 107 1.1% 39 773 1.3% 49 874 1.5% 21 486 0.9% - 24%
Serbia 21 679 0.7% 28 336 0.9% 62 905 2.1% 47 538 1.5% 21 074 0.9% - 20%
Other 1 444 563 44.5% 1 393 832 14.5% 687 924 13.7% 639 918 14.4% 309 353 12.8%
Extra-EU 3 247 956 3 242 356 3 033 833 3 266 795 2 423 603
% change - 0% - 6% + 8% + 36.7%
2012 2013 2014 Jan-Jul 162015
DG AGRI C3 22 September 2016
T R A D E
E U E X P O R T S
P i g P r o d u c t s
EU exports of selected PIG products
Trade figures (COMEXT – tonnes carcass weight)
387 837 560 931
1 156 931227 369194 145
219 799
219 142137 691
199 034
112 486 153 404
130 582
594 048623 926
588 425
1 653 6581 772 569
2 423 603
0
500 000
1 000 000
1 500 000
2 000 000
2 500 000
3 000 000
Jan-Jul 14 Jan-Jul 15 Jan-Jul 16
Tons (cw) .
EU-28 EXPORTS of PIG Meat (Tonnes carc. weight)
China Japan Hong Kong South Korea Philippines Other destinations
449 896780 637
1 740 792694 250585 786
706 991
296 496191 388
283 1331 261 265
1 283 013
1 239 4743 059 636
3 269 293
4 371 114
0
500 000
1 000 000
1 500 000
2 000 000
2 500 000
3 000 000
3 500 000
4 000 000
4 500 000
5 000 000
Jan-Jul 14 Jan-Jul 15 Jan-Jul 16
in 1,000 EUR .
EU-28 EXPORTS of PIG Meat (1000 EUR)
China Japan Hong Kong South Korea Philippines Other destinations
DG AGRI C3 22 September 2016
T R A D E
EU E X P O R T S
P i g P r o d u c t s
DG AGRI C3 22 September 2016
W O R L D
P I G M A R K E T
Germany361 865
31%
Denmark199 392
17%
Spain225 347
19%France93 973
8%
Netherlands146 558
13%
Ireland47 955
4%
United Kingdom45 091
4%
Others49 014
4%
Main EU MS exporting pigmeat to China(In tonnes CW)
Germany Denmark Spain France
Netherlands Ireland United Kingdom Others
Germany533 377
31%
Denmark309 572
18%
Spain331 725
19%France158 304
9%
Netherlands219 235
13%
Ireland73 914
4%
United Kingdom52 121
3%
Others62 544
3%
Main EU MS exporting pigmeat to China(In '000 €)
Germany Denmark Spain France
Netherlands Ireland United Kingdom Others
EU PIG E X P O R T S
T O C H I N A
DG AGRI C3 22 September 2016
W O R L D
P I G M A R K E T
E.U. I M P O R T S
PIG MAIN EXPORTERS EU
EU
Unite
d St
ates
Unite
d St
ates
Cana
da
Cana
da
Braz
il Braz
il
Chin
a +
H. K
ong
Chin
a +
H. K
ong
Mex
ico (u
p to
May
)
Mex
ico (u
p to
May
)
Russ
ia (u
p to
Jun)
Russ
ia (u
p to
Jun)
0
500
1 000
1 500
2 000
2 500
2015 (up to July) 2016 (up to July)
Qty
in 1
000
Tonn
es
Main Exporters of PIG Products (up to July)
(excl. live animals)Source : GTA & Eurostat
Follow market updates via the Meat
Market Observatory
http://ec.europa.eu/agriculture/market-
observatory/meat/index_en.htm >
Pigmeat
DG AGRI C3 22 September 2016