Economic outlook for grains and oilseeds, animal protein ... › wp-content › uploads › 2017 ›...

11
Economic outlook for grains and oilseeds, animal protein and dairy products: A global perspective Vito Martielli – Food & Agribusiness Research and Advisory Brussels, 10 th of February 2014

Transcript of Economic outlook for grains and oilseeds, animal protein ... › wp-content › uploads › 2017 ›...

Title Slide Example lay-out

Economic outlook for grains and oilseeds, animal protein and dairy products: A global perspective

Vito Martielli – Food & Agribusiness Research and Advisory

Brussels, 10th of February 2014

Example lay-out Chapter heading

Global network, sector coverage in the Research Department

Rabobank’s Global Food & Agribusiness Research Network

Utrecht

Mumbai

Sydney

Mexico City

São Paulo

New York Beijing

Shanghai

Hong Kong

Singapore

New Delhi

Christchurch

Melbourne Buenos Aires

St. Louis Chicago

Santiago

London

Zanzibar

Fresno

Animal Protein

Beverages F&A Supply Chains

Dairy Farm Inputs VAP Fruit, Veg & Flowers

Grains & Oilseeds

Non-food Sugar, Cotton, Coffee & Cocoa

80 Research Analysts across the globe in 13 different countries

Example lay-out Column containing text

Traders have new roles to play in integrated supply chains as upstream and downstream players expand their roles and global and regional trade increasingly balances supply and demand needs

Emerging countries playing a growing role in origination and destination

So

urce: In

terna

tion

al G

rain

s Co

un

cil, OIL

WO

RL

D - IS

TA

Mielke-H

am

bu

rg (w

ww

.oilw

orld

.biz), UN

Co

mtra

de, U

SD

A, R

abo

ban

k 2012.

Global Grains and Oilseeds Map Main trade flows of corn, wheat, soybean complex and palm oil

Current supply hubs

Future demand regions

So

urce: D

utch

Da

iry Bo

ard

, Ra

boba

nk 2013

Trade is becoming regionalised despite some crossover/competition

Global Dairy Map Main dairy trade flows in milk equivalent

So

urce: U

SD

A, F

AO

, UN

Co

mtra

de, R

abo

ban

k 2013

Consumer preferences and prosperity drive global meat trade Global Pork Map Main trade flows of pork and pork by-products

Big Food companies

Global traders

Countries

Open Market

Big Food Retailers

Op

en M

arke

t Farmers Farmers Consumers Consumers

Past Future

Pro

cess

ors

Dedicated supply chains: One way forward in global Food and Agri

Example lay-out Column containing text

• Power is shifting upstream in the F&A business supply chain

• Trading is increasingly important to balance out available supply with demand needs, both globally and locally

• Trade is even more strategically important for sourcing in a period characterised by • Polarisation of global trade flows to East

• Shifting trade flows due to supply dislocation

• Traders are finding new roles and are becoming part of integrated supply chains, due to expanding roles of upstream and downstream players

How will these changes impact trade?

World Grains & Oilseeds Map

Rabobank International Food & Agribusiness Research and Advisory Vito Martielli Analyst Grains and Oilseeds t. +31 30 7123821 e. [email protected]

The financial link in the global food chain

Rabobank Contact details

Important notice

This presentation has been prepared exclusively for the benefit and internal use of CELCAA (“CELCAA” or the “Company”), and does not carry any right of publication or disclosure

other than to CELCAA. Neither this presentation nor any of its contents may be used for any other purpose without the prior written consent of the Coöperatieve Centrale Raiffeisen-

Boerenleenbank B.A. (“Rabobank” or “Rabobank International”).

The information in this presentation reflects prevailing market conditions and our judgment as of this date, all of which may be subject to change. This presentation is based on public

information. The information and opinions contained in this document have been compiled or arrived at from sources believed to be reliable, but no representation or warranty,

express or implied is made as to their accuracy, completeness or correctness. The information and opinions contained in this document are wholly indicative and for discussion

purposes only. No rights may be derived from any potential offers, transactions, commercial ideas et cetera contained in this presentation. This presentation does not constitute an

offer or invitation. This document shall not form the basis of or be relied upon in connection with any contract or commitment whatsoever.