Dairy market clal

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Clal Clal L L Aya Aya - - March 11th , 2010 March 11th , 2010 EMMO Club EMMO Club - - Meeting Meeting

description

A sharing tool of communication for the dairy market chain

Transcript of Dairy market clal

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ClalClal

LL’’Aya Aya -- March 11th , 2010March 11th , 2010

EMMO Club EMMO Club -- MeetingMeeting

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Who is Clal and what is its aim?

Clal is an Italian Dairy Economic Consulting Firm that provides the Italian Sector Operators with information and analysis through its website in order to allow them to build up projections on dairy prices and make their own choices:

www.clal.it

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How Clal works 

Our work is to collect global data, elaborate them and provide them with an added value through updated reports, tables, graphs and fact sheets on the main dairy products.

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Objects of Clal’s analyses in the World and in Europe

Milk Production volumes

Stocks

Prices

Global dairy trade.

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1. World : the raw milk production

The main Milk Producer countries in the world selected and analysed by Clal are:AustraliaNew ZealandUSArgentinaBrasilEU-27Ukraine

Production

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1. a) World : raw milk production countriesProduction

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Within the EU-27 the Producer countries taken into consideration by Clal. it are the following:

GermanyFranceItaly

1. b) EU27: raw milk production countries

Production

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1. bb) EU27 : raw milk production countriesProduction

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1. c) Italy: raw milk production

Milk production is below consumption needs furthermore the 42% of the total national milk output (Grana Padano 24%, Parmigiano Reggiano 18%, approximately) is used in theproduction of Grana Padano and Parmigiano Reggiano cheeses, that’s why we are an Importer country.

Production

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1. cc) Italy: milk import 1. cc) Italy: milk import

Production

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1. ccc) Italy: imports by Dairy products1. ccc) Italy: imports by Dairy products(Cheeses and Yogurt(Cheeses and Yogurt))

Production

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Production

1. 1. cccccccc) Italy: imports by Dairy products) Italy: imports by Dairy products(Butter and Milk powders(Butter and Milk powders))

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Private and public stocks are represented on the following

graphs :

Stocks

2. Stocks2. Stocks

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Stocks

2. a) 2. a) Butter and SMPButter and SMP StocksStocks and Prices : Europeand Prices : Europe

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2. 2. aaaa) Butter and SMP Stocks : US and EU) Butter and SMP Stocks : US and EU in comparisonin comparisonStocks

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In Clal’s point of view milk prices are affected mainly by various phenomena

The trend in milk production Dairy products price trendLivestock feeding price trendThe dairy Trade trend Crude oil price fluctuation

and Unforeseen weather conditions, natural disaster, policy changes and animal diseases

3. Milk Prices3. Milk PricesPrices

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3. a) International Dairy Product Prices3. a) International Dairy Product PricesPrices

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3.b) Crude Oil (Brent) Prices3.b) Crude Oil (Brent) PricesPrices

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Within the European and global dairy Trade Clal has based its analysis on the following commodities :

CheeseWMPSMPButter

4. WORLD and EU4. WORLD and EU--27 Trade: 27 Trade: Products and countriesProducts and countries Global Dairy Trade

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4. a) World exports by Dairy products4. a) World exports by Dairy products

Global Dairy Trade

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4. b) Cheese Exporting Major Countries4. b) Cheese Exporting Major Countries

Global Dairy Trade

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4. bb) Cheese prices4. bb) Cheese prices

Global Dairy Trade

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4. bbb) Main Purchasing Countries of Cheese4. bbb) Main Purchasing Countries of Cheese

Global Dairy Trade

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4.c) WMP Exporting Major Countries4.c) WMP Exporting Major Countries

Global Dairy Trade

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4. cc) WMP prices4. cc) WMP prices

Global Dairy Trade

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4. ccc) Main Purchasing countries of WMP4. ccc) Main Purchasing countries of WMP

Global Dairy Trade

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4. d) Focus on China Importing Country 4. d) Focus on China Importing Country –– January 2010January 2010

Global Dairy Trade

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4. e) SMP Exporting Major Countries4. e) SMP Exporting Major Countries

Global Dairy Trade

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4. ee) SMP prices4. ee) SMP prices

Global Dairy Trade

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4. eee) Main Purchasing countries of SMP4. eee) Main Purchasing countries of SMP

Global Dairy Trade

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4. f) Butter Exporting Major Countries4. f) Butter Exporting Major Countries

Global Dairy Trade

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4. ff) Butter prices4. ff) Butter prices

Global Dairy Trade

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4. fff) Main Purchasing Countries of Butter4. fff) Main Purchasing Countries of Butter

Global Dairy Trade

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Clal considers that the European Trade has to be analysed on two levels:the internal trade andthe external trade ( vis à vis third Countries )

As Europe is the leader on cheese export, we consider in particular the main export countries in both trade levels:GermanyFrancethe Netherlands

Italy holds an important share in the cheese trade.

EUEU--27: some relevant trade features 27: some relevant trade features

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a) EUa) EU--27 Italy 27 Italy –– Cheese Cheese

Global Dairy Trade

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b) EUb) EU--27 France 27 France -- CheeseCheeseGlobal Dairy Trade

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c) EUc) EU--27 Germany 27 Germany -- Cheese Cheese

Global Dairy Trade

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d) EUd) EU--27 the Netherlands 27 the Netherlands -- CheeseCheeseGlobal Dairy Trade

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Some further information about the Some further information about the Italian dairy sector Italian dairy sector

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a) Spot Milk pricesa) Spot Milk prices

Global Dairy Trade

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b) Italy: cheese pricesb) Italy: cheese prices--Grana PadanoGrana Padano

Global Dairy Trade

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c) Italy: cheese prices c) Italy: cheese prices –– Parmigiano ReggianoParmigiano ReggianoGlobal Dairy Trade

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d) Italy: Comparison between production and d) Italy: Comparison between production and wholesale prices of Grana Padanowholesale prices of Grana Padano Global Dairy Trade

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e) Italy: Comparison between production and e) Italy: Comparison between production and wholesale prices of Gorgonzolawholesale prices of Gorgonzola Global Dairy Trade

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f) Italy: Connection between production f) Italy: Connection between production and export and export –– Grana cheesesGrana cheeses Global Dairy Trade

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g) Italy: comparison between wholesale g) Italy: comparison between wholesale and retail prices and retail prices -- Parmigiano ReggianoParmigiano Reggiano Global Dairy Trade

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h) Italy: liquid milk consumptionh) Italy: liquid milk consumption

Global Dairy Trade

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i) Italy: livestock feeding pricesi) Italy: livestock feeding prices