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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
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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
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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
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Global Grains and Oilseeds Map Main trade flows of corn, wheat, soybean complex and palm oil
Current supply hubs
Future demand regions
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Trade is becoming regionalised despite some crossover/competition
Global Dairy Map Main dairy trade flows in milk equivalent
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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
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• 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?
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.