2015) china imports (jan -mar 2016 compared tojan - mar 2016/15 : + 7,2% sources : eurostat, reg....
TRANSCRIPT
DG AGRI DASHBOARD: DAIRY PRODUCTS Last update : 09.06.2016
150
200
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450
Jan
03
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06
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08
Jan
09
Jan
10
Jan
11
Jan
12
Jan
13
Jan
14
Jan
15
Jan
16
Jan
17
in EUR/100 kg
EU average quotations of main commodities
Butter Intervention priceSMP Intervention priceBUTTERSMPWMPCHEDDAR
Wo
rld
Qu
ota
tio
ns
EU P
rice
s
GD
T A
uct
ion
EU P
rod
uct
ion
sEU
Tra
de
+7,2%+12,3%
+18,8% +18,6%
+3,0%
-10,9%
+0,7% +3,1% +4,4%
EU Productions (Jan-Mar 2016 compared to Jan-Mar 2015)
Wo
rld
Pro
du
ctio
ns
Wo
rld
Tra
de
USD
/Fee
d/E
ner
gy Feed / Energy quotations
Evolution ( 4 last weeks )
Feed costs
Energy costs
+ 5,8 %
+ 6,7 %
Qty in
ktons
%
2016
/15
Qty in
ktons
%
2016
/15
Qty in
ktons
%
2016
/15
Qty in
ktons
%
2016
/15
New Zealand 133 - 3% 102 + 14% 128 + 4% 354 - 16%
EU-28 61 + 46% 185 + 14% 179 - 1% 94 - 1%
United States 11 + 29% 72 - 18% 125 - 0% 7 - 41%
Australia 7 - 24% 40 + 4% 50 - 11% 15 - 11%
Belarus 17 + 108% 48 + 35% 24 - 8% 8 + 27%
Argentinaup to
Feb 1 - 4% 7 + 22% 4 - 0% 16 - 15%
Jan-Mar 2016
compared to 2015
MAIN EXPORTING THIRD COUNTRIES
BUTTER(OIL) CHEESE S.M.P. W.M.P.
Qty in
ktons
%
2016
/15
Qty in
ktons
%
2016
/15
Qty in
ktons
%
2016
/15
Qty in
ktons
%
2016
/15
China 28 + 62% 24 + 40% 72 + 29% 204 + 24%
Algeria2016 not
avail.
Russiaup to
Feb 13 + 60% 30 + 18% 15 + 5% 7 + 61%
Japan 0 - 95% 67 + 12% 10 - 47% 0 - 25%
United States 16 + 79% 53 + 31% 0 - 70% 3 + 25%
Thailand 4 + 5% 5 + 18% 14 - 37% 19 + 17%
BUTTER(OIL) CHEESE S.M.P. W.M.P.Jan-Mar 2016
compared to 2015
MAIN IMPORTING THIRD COUNTRIES
10.000
11.000
12.000
13.000
14.000
Jan
Feb
Mar
Apr
May Jun
Jul
Aug Sep
Oct
Nov
Dec
1000
Ton
nes
EU - Cows' milk collected2013201420152016
Jan-Mar 2016/15 : + 7,2%
Sources : EUROSTAT, Reg. (EU) 479/2010, Clal.it, USDA, Lto.nl, Nasdaq, European Central Bank, Dairyaustralia, Dcanz, Global Trade Atlas,
500
600
700
800
900
1.000
1.100
1.200
Jul
Aug Se
p
Oct
Nov Dec Jan
Feb
Mar
Apr
May Jun
in 1000 tonnes
Australian milk production
2012/13
2013/14
2014/15
2015/16
Jul-Apr 2015/16 compared to 2014/15 : - 1,2%
0
500
1000
1500
2000
2500
3000
3500
Jun Jul
Aug Se
p
Oct
Nov Dec Jan
Feb
Mar
Apr
May
in 1000
tonnes
NZ milk production
2012/13
2013/14
2014/15
2015/16
Jun-Apr 2015/16 compared to 2014/15 : - 1,8%
7000
7250
7500
7750
8000
8250
8500
Jan
Feb
Mar
Apr
May Jun Jul
Aug Se
p
Oct
Nov Dec
in 1000 tonnes
U.S. milk production
2013201420152016
Jan-Apr 2016 compared to 2015 : + 1,9%
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45
50
Jan
01
Jan
02
Jan
03
Jan
04
Jan
05
Jan
06
Jan
07
Jan
08
Jan
09
Jan
10
Jan
11
Jan
12
Jan
13
Jan
14
Jan
15
Jan
16
Jan
17
EUR/100 kg
Weighted EU Average (real fat content)
EU Milk Equiv. Price (based on SMP and Butter prices)
* : provisional figures
26,6
23,5
EU Raw Milk Prices Evolution (up to May 2016*)
20
25
30
35
40
45
50
55
JAN
FEB
MA
R
AP
R
MA
Y
JUN
JUL
AU
G
SEP
OC
T
NO
V
DEC
EUR
/10
0 k
g
2-WEEKLY Milk Spot Prices- IT, Lodi -
2013
2014
2015
2016
26,0 € (05 Jun)
10
20
30
40
50
JAN
FEB
MA
R
AP
R
MA
Y
JUN
JUL
AU
G
SEP
OC
T
NO
V
DEC
EUR
/10
0 k
g
WEEKLY Milk Spot Prices- NL -
2013
2014
2015
2016
21,5 € (05 Jun)
20
40
60
80
100
120
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
49,26
Last update : 05.06.2016
OIL : Europe Brent Spot Price(USD/Barrel)
0
10
20
30
40
50
200
1
200
2
200
3
200
4
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5
200
6
200
7
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0
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1
201
2
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3
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4
201
5
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6
201
7 EUR
/10
0 k
gUS Milk (class II I adj 4.2% fat)
NZ Mi lk - (Fonterra, adj 4.2% fat & 3.35% prot)
EU Raw Milk price
Source :
20,3
26,6
30,6
The latest EU Raw Milk Price (May 2016) is still provisional
U.S. and New Zealand Milk Prices Evolution
1,00
1,10
1,20
1,30
1,40
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
EUR / USD Exchange Rate
1,1348
Last Update : 08.06.16
EU Oceania USA EU Oceania USA
Butter 2 900 2 650 4 577 + 1,6% + 2,9% + 1,4%
SMP 1 861 1 700 1 732 + 0,2% - 0,7% - 2,5%
WMP 2 302 2 063 2 756 + 3,6% + 1,9% + 5,0%
Cheddar 2 910 2 613 2 981 + 1,1% + 2,0% + 5,7%
Price in USD/Tonne
on 29.05.2016
% change
(15 days ago)
LATEST WORLD QUOTATIONS
in Tonnes 2014 2015 2016 in Tonnes 2014 2015 2016
Extra-EU 31.450 33.179 41.444 + 25% Extra-EU 187.384 161.776 184.717 + 14%
Saudi Arabia 1.087 4.047 4.951 + 22% USA 24.962 30.751 31.239 + 2%
Egypt 418 4.277 3.777 - 12% Japan 8.865 14.563 15.828 + 9%
USA 1.759 2.905 3.669 + 26% Switzerland 12.537 13.267 13.467 + 2%
in Tonnes 2014 2015 2016 in Tonnes 2014 2015 2016Extra-EU 149.174 181.357 178.731 - 1% Extra-EU 104.155 94.601 94.032 - 1%
Algeria 34.644 25.888 21.778 - 16% Oman 12.522 15.299 14.231 - 7%
China 20.210 9.733 16.648 + 71% Algeria 20.502 9.865 5.859 - 41%
Indonesia 15.695 13.682 16.350 + 20% Cuba 4.879 5.137 5.147 + 0%
W.M.P.
EU Exports - Top 3 destinations in 2016Period : Januay - March
BUTTER CHEESE
S.M.P.
+ 62%
+ 40%
+ 29%
+ 24%
+ 38%
+ 29%
+ 65%
+ 5%
17
17
56
164
80
4
2
19
28
24
72
204
110
6
4
20
0 100 200 300
BUTTER + OIL
CHEESE
S.M.P.
W.M.P.
WHEYPOWDER
CASEIN(ATE)S
CONDENSED
LACTOSE
Qty in '000 tonnes
2015
2016
7
13
12
0
41
33
97
14
7
14
17
1
36
31
64
23
0 100
% of EU
CHINA IMPORTS (Jan-Mar 2016 compared to 2015)
27,3Raw Milk €/100 kg
EU Price Evolution since
last month
- 4,0%
276BUTTER €/100 kg + 7,5%
169S.M.P. €/100 kg + 2,4%
211W.M.P. €/100 kg + 5,5%
266CHEDDAR €/100 kg + 3,4%
Compared to the averageof the previous 4 weeks
EU Prices
(week 22)
(week 22)
Apr-2016
back to DashboardNext
Wo
rld
Qu
ota
tio
ns
EU P
rice
s
Jan
01
27,3Raw Milk €/100 kg
EU Price Evolution since
last month
- 4,0%
276BUTTER €/100 kg + 7,5%
169S.M.P. €/100 kg + 2,4%
211W.M.P. €/100 kg + 5,5%
266CHEDDAR €/100 kg + 3,4%
Compared to the average
of the previous 4 weeks
EU Prices (week 22)
Apr-2016
Source : DG AGRI – Reg. 479/2010 Art. 2
\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Source : DG AGRI – Reg. 479/2010 Art. 2
20
25
30
35
40
45
50
Jan
01
Jan
02
Jan
03
Jan
04
Jan
05
Jan
06
Jan
07
Jan
08
Jan
09
Jan
10
Jan
11
Jan
12
Jan
13
Jan
14
Jan
15
Jan
16
Jan
17
EUR/100 kg
Weighted EU Average (real fat content)
EU Milk Equiv. Price (based on SMP and Butter prices)
* : provisional figures
26,6
23,5
EU Raw Milk Prices Evolution (up to May 2016*)
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Source : Clal.it
20
25
30
35
40
45
50
55
JAN
FE
B
MA
R
AP
R
MA
Y
JUN
JUL
AU
G
SE
P
OC
T
NO
V
DEC
EU
R/1
00
kg
2-WEEKLY Milk Spot Prices- IT, Lodi -
2013
2014
2015
2016
26,0 € (05 Jun)
10
20
30
40
50
JAN
FE
B
MA
R
AP
R
MA
Y
JUN
JUL
AU
G
SE
P
OC
T
NO
V
DEC
EU
R/1
00
kg
WEEKLY Milk Spot Prices- NL -
2013
2014
2015
2016
21,5 € (05 Jun)
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150
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250
300
350
400
450
Jan
03
Jan
04
Jan
05
Jan
06
Jan
07
Jan
08
Jan
09
Jan
10
Jan
11
Jan
12
Jan
13
Jan
14
Jan
15
Jan
16
Jan
17
i n EUR/100 kg
EU average quotations of main commodities
Butter Intervention priceSMP Intervention priceBUTTERSMPWMPCHEDDAR
Source : DG AGRI – Reg. 479/2010 Art. 2
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Source : DG AGRI, USDA
EU Oceania USA EU Oceania USA
Butter 2 900 2 650 4 577 + 1,6% + 2,9% + 1,4%
SMP 1 861 1 700 1 732 + 0,2% - 0,7% - 2,5%
WMP 2 302 2 063 2 756 + 3,6% + 1,9% + 5,0%
Cheddar 2 910 2 613 2 981 + 1,1% + 2,0% + 5,7%
Price in USD/Tonne
on 29.05.2016
% change
(15 days ago)
LATEST WORLD QUOTATIONS
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Source : DG AGRI, LTO Nederland
0
10
20
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40
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7 EUR
/10
0 k
gUS Milk (class II I adj 4.2% fat)
NZ Mi lk - (Fonterra, adj 4.2% fat & 3.35% prot)
EU Raw Milk price
Source :
20,3
26,6
30,6
The latest EU Raw Milk Price (May 2016) is still provisional
U.S. and New Zealand Milk Prices Evolution
PreviousPage
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Source : European Central Bank
Sources : Feed : DG AGRI, Clal.it Energy : DG ENERGY
Source : Nasdaq
Feed / Energy quotations
Evolution ( 4 last weeks )
Feed costs
Energy costs
+ 5,8 %
+ 6,7 %
(week 22)
1,00
1,10
1,20
1,30
1,40
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
EUR / USD Exchange Rate
1,1348
Last Update : 08.06.16
20
40
60
80
100
120
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
49,26
Last update : 05.06.2016
OIL : Europe Brent Spot Price(USD/Barrel)
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
+7,2%+12,3%
+18,8% +18,6%
+3,0%
-10,9%
+0,7% +3,1% +4,4%
EU Productions (Jan-Mar 2016 compared to Jan-Mar 2015)
Source : EUROSTAT
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10.000
11.000
12.000
13.000
14.000Ja
n
Feb
Mar
Apr
May Jun
Jul
Aug Sep
Oct
Nov
Dec
1000
Ton
nes
EU - Cows' milk collected2013201420152016
Jan-Mar 2016/15 : + 7,2%
Source : EUROSTAT, Reg. (EC) No 479/2010 Art. 1(a)1
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
500
600
700
800
900
1.000
1.100
1.200
Jul
Au
g
Se
p
Oct
No
v
De
c
Jan
Fe
b
Ma
r
Ap
r
Ma
y
Jun
in 1000 tonnes
Australian milk production
2012/13
2013/14
2014/15
2015/16
Jul-Apr 2015/16 compared to 2014/15 : - 1,2%
0
500
1000
1500
2000
2500
3000
3500
Jun
Jul
Au
g
Se
p
Oct
No
v
De
c
Jan
Fe
b
Ma
r
Ap
r
Ma
y
in 1000
tonnes
NZ milk production
2012/13
2013/14
2014/15
2015/16
Jun-Apr 2015/16 compared to 2014/15 : - 1,8%
7000
7250
7500
7750
8000
8250
8500
Jan
Fe
b
Ma
r
Ap
r
Ma
y
Jun
Jul
Au
g
Se
p
Oct
No
v
De
c
in 1000 tonnes
U.S. milk production
2013201420152016
Jan-Apr 2016 compared to 2015 : + 1,9%
Source : Dairyaustralia, Dcanz, USDA
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
in Tonnes 2014 2015 2016 in Tonnes 2014 2015 2016
Extra-EU 31 450 33 179 41 444 + 25% Extra-EU 187 384 161 776 184 717 + 14%
Saudi Arabia 1 087 4 047 4 951 + 22% USA 24 962 30 751 31 239 + 2%
Egypt 418 4 277 3 777 - 12% Japan 8 865 14 563 15 828 + 9%
USA 1 759 2 905 3 669 + 26% Switzerland 12 537 13 267 13 467 + 2%
in Tonnes 2014 2015 2016 in Tonnes 2014 2015 2016
Extra-EU 149 174 181 357 178 731 - 1% Extra-EU 104 155 94 601 94 032 - 1%
Algeria 34 644 25 888 21 778 - 16% Oman 12 522 15 299 14 231 - 7%
China 20 210 9 733 16 648 + 71% Algeria 20 502 9 865 5 859 - 41%
Indonesia 15 695 13 682 16 350 + 20% Cuba 4 879 5 137 5 147 + 0%
W.M.P.
EU Exports - Top 3 destinations in 2016Period : Januay - March
BUTTER CHEESE
S.M.P.
Source : EUROSTAT
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
+ 62%
+ 40%
+ 29%
+ 24%
+ 38%
+ 29%
+ 65%
+ 5%
17
17
56
164
80
4
2
19
28
24
72
204
110
6
4
20
0 100 200 300
BUTTER + OIL
CHEESE
S.M.P.
W.M.P.
WHEYPOWDER
CASEIN(ATE)S
CONDENSED
LACTOSE
Qty in '000 tonnes
2015
2016
7
13
12
0
41
33
97
14
7
14
17
1
36
31
64
23
0 100
% of EU
CHINA IMPORTS (Jan-Mar 2016 compared to 2015)
Source : GTA
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Qty in
ktons
% 2016
/15
Qty in
ktons
% 2016
/15
Qty in
ktons
% 2016
/15
Qty in
ktons
% 2016
/15
New Zealand 133 - 3% 102 + 14% 128 + 4% 354 - 16%
EU-28 61 + 46% 185 + 14% 179 - 1% 94 - 1%
United States 11 + 29% 72 - 18% 125 - 0% 7 - 41%
Australia 7 - 24% 40 + 4% 50 - 11% 15 - 11%
Belarus 17 + 108% 48 + 35% 24 - 8% 8 + 27%
Argentina up to Feb 1 - 4% 7 + 22% 4 - 0% 16 - 15%
MAIN EXPORTING THIRD COUNTRIES
BUTTER(OIL) CHEESE S.M.P. W.M.P.
BUTTER +
BUTTEROILCHEESE S.M.P. W.M.P.
Jan-Mar 2016
compared to 2015
Qty in
ktons
% 2016
/15
Qty in
ktons
% 2016
/15
Qty in
ktons
% 2016
/15
Qty in
ktons
% 2016
/15
China 28 + 62% 24 + 40% 72 + 29% 204 + 24%
Algeria2016 not
avail.
Russia up to Feb 13 + 60% 30 + 18% 15 + 5% 7 + 61%
Japan 0 - 95% 67 + 12% 10 - 47% 0 - 25%
United States 16 + 79% 53 + 31% 0 - 70% 3 + 25%
Thailand 4 + 5% 5 + 18% 14 - 37% 19 + 17%
S.M.P. W.M.P.
MAIN IMPORTING THIRD COUNTRIES
BUTTER +
BUTTEROILCHEESE
BUTTER(OIL) CHEESE S.M.P. W.M.P.Jan-Mar 2016
compared to 2015
Source : GTA
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GD
T
Au
cti
on
Au
cti
on
Source : Globaldairytrade
Previousback to Dashboard