(jan -dec 2017 compared to 2016) china imports · pdf fileus milk (class iii adj 4.2% fat)nz...
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DG AGRI DASHBOARD: DAIRY PRODUCTS Last update : 14.05.2018
100
150
200
250
300
350
400
450
500
550
600
650
700
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
Jan
18
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
+3.5%+1.7%
+9.4%
-1.7% -1.2%
-8.3%
-1.2%
+2.8%+2.6%
- 15%
- 10%
- 5%
+ 0%
+ 5%
+ 10%
+ 15%EU Productions (Jan-Feb 2018 compared to Jan-Feb 2017)
Wo
rld
Pro
du
ctio
ns
Wo
rld
Tra
de
USD
/Fee
d/E
ner
gy Feed / Energy quotations(evolution compared to the
previous 4 weeks )
Feed costs
Energy costs
+ 1.5%
+ 1.3 %
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
New Zealand 70 - 15% 53 - 10% 74 - 5% 270 + 14%
EU-28 34 + 34% 129 + 3% 132 + 12% 63 - 6%
United States 5 + 34% 55 + 12% 117 + 17% 4 - 1%
Australia 2 - 1% 26 - 7% 25 - 14% 12 + 14%
Belarus up to Jan 4 - 19% 15 - 1% 8 - 3% 2 - 15%
Argentina 1 + 187% 8 + 29% 1 - 72% 15 + 25%
Jan-Feb 2018
compared to 2017
MAIN EXPORTING THIRD COUNTRIES
BUTTER(OIL) CHEESE S.M.P. W.M.P.
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
China 22 + 23% 20 + 3% 65 + 22% 187 + 15%
Japan 1 +++ 42 + 2% 11 + 115% 0 - 56%
Algeria2018 not
avail.
Russia up to Jan 6 - 33% 17 + 2% 8 - 31% 1 - 77%
United States 7 - 3% 25 - 2% 0 +++ 1 - 76%
Mexico up to Jan 2 - 62% 11 + 28% 23 + 19% 0 +++
BUTTER(OIL) CHEESE S.M.P. W.M.P.Jan-Feb 2018
compared to 2017
MAIN IMPORTING THIRD COUNTRIES
11 000
12 000
13 000
14 000
15 000
Jan
Feb
Mar
Ap
r
May Jun
Jul
Au
g
Sep
Oct
No
v
De
c
1000
To
nn
es
EU - Cows' milk collected2015201620172018
Jan-Feb 2018/17 : + 3.5%
Sources : EUROSTAT, Reg. (EU) 2017/1185, 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 Sep
Oct
Nov
Dec Jan
Feb
Mar
Apr
May Jun
in 1000 tonnes
Australian milk production
2014/15
2015/16
2016/17
2017/18
Jul-Mar 2017/18 compared to 2016/17 : + 3.4%
0
500
1000
1500
2000
2500
3000
3500
Jun
Jul
Aug Sep
Oct
Nov
Dec Jan
Feb
Mar
Apr
May
in 1000 tonnes
NZ milk production
2014/15
2015/16
2016/17
2017/18
Jun-Mar 2017/18 compared to 2016/17 : - 0.3%
7000
7250
7500
7750
8000
8250
8500
8750
Jan
Feb
Mar
Apr
May Jun
Jul
Aug Sep
Oct
Nov
Dec
in 1000 tonnes
U.S. milk production
2015201620172018
Jan-Mar 2018 compared to 2017 : + 1.5%
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
Jan
18
EUR/100 kg
Weighted EU Average (real fat content)
EU Milk Equiv. Price (based on SMP and Butter prices)
* : provisional figures
EU Raw Milk Prices Evolution (up to April 2018*)
33.4 32.8
20
25
30
35
40
45
50
55
JAN
FEB
MA
R
APR
MA
Y
JUN
JUL
AU
G
SEP
OCT
NO
V
DEC
EUR
/10
0 k
g
WEEKLY Milk Spot Prices
- IT, Lodi -
2015
2016
2017
2018
30.3 €(06 May)
10
20
30
40
50
JAN
FEB
MA
R
APR
MA
Y
JUN
JUL
AU
G
SEP
OCT
NO
V
DEC
EUR
/10
0 k
g
WEEKLY Milk Spot Prices
- NL -
2015
2016
2017
2018
30.3 €(06 May)
20
40
60
80
100
120
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
Ap
r
Last update : 13.05.18
OIL : Europe Brent Spot Price(USD/Barrel)
74.75
0
25
50
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018 EU
R/1
00 k
gUS Milk (class III adj 4.2% fat)
NZ Milk - (Fonterra, adj 4.2% fat & 3.35% prot)
EU Raw Milk price
Source :
30.6 33.8
29.4
US, NZ and EU milk prices up to March 2018
1.00
1.10
1.20
1.30
1.40
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
EUR / USD Exchange Rate
1.1934
Last Update : 12.05.18
EU Oceania USA EU Oceania USA
Butter 6 524 5 700 5 195 + 2.4% + 0.7% + 2.4%
SMP 1 686 2 038 1 843 + 0.6% + 4.5% + 7.9%
WMP 3 251 3 263 3 362 - 0.6% - 1.9% + 2.0%
Cheddar 3 889 3 963 3 653 - 1.7% + 2.9% + 2.3%
Price in USD/Tonne
on 13.05.2018
% change
(15 days ago)
LATEST WORLD QUOTATIONS
in Tonnes 2016 2017 2018 in Tonnes 2016 2017 2018
Extra-EU 26 163 19 705 24 898 + 26% Extra-EU 116 004 125 017 128 661 + 3%
USA 2 798 3 694 4 231 + 15% USA 21 060 19 650 18 111 - 8%
Saudi Arabia 3 050 1 416 2 495 + 76% Japan 10 050 14 510 12 835 - 12%
Morocco 1 620 415 1 613 +++ Switzerland 8 232 8 615 9 416 + 9%
in Tonnes 2016 2017 2018 in Tonnes 2016 2017 2018
Extra-EU 123 920 117 759 131 548 + 12% Extra-EU 63 508 67 444 63 072 - 6%
Algeria 14 729 16 388 30 641 + 87% Oman 11 248 8 798 14 066 + 60%
Egypt 10 003 6 538 9 171 + 40% Algeria 4 261 12 327 4 658 - 62%
Indonesia 12 052 11 735 7 725 - 34% Kuwait 2 576 3 368 3 859 + 15%
W.M.P.
EU Exports - Top 3 destinations in 2018Period : January-February
BUTTER CHEESE
S.M.P.
33.8Raw Milk €/100 kg
EU Price Evolution since
last month
- 2.0%
545BUTTER €/100 kg + 6.4%
141S.M.P. €/100 kg + 4.4%
272W.M.P. €/100 kg + 2.5%
325CHEDDAR €/100 kg + 1.4%
Compared to the
previous 4 weeks
EU Prices
(week 19)
(week 19)
Mar-2018
Average price (USD/MT, FAS)
Anhydrous Milk Fat
-1.9%$ 6 032
Butter
+0.0%$ 5 647
Butter MilkPowder
+0.5%$ 1 990
Cheddar
+3.1%$ 4 024
Lactose
+0.6%$ 616
Rennet Casein
-10.5%$ 5 177
Skim MilkPowder
+3.6%$ 1 999
Event 2111 May 2018
-1.1%
$ 3 465
Anhydrous Milk Fat
-1.9%$ 6 032
Butter
+0.0%$ 5 647
Butter MilkPowder
+0.5%$ 1 990
Cheddar
+3.1%$ 4 024
Lactose
+0.6%$ 616
Rennet Casein
-10.5%$ 5 177
Skim MilkPowder
+3.6%$ 1 999
Whole MilkPowder
-1.5%$ 3 231
Event 2111 May 2018
-1.1%$ 3 465
+ 23%
+ 3%
+ 22%
+ 15%
+ 16%
-
-
+ 4%
18
19
53
163
75
2
3
15
22
20
65
187
87
4
3
16
0 50 100 150 200
BUTTER + OIL
CHEESE
S.M.P.
W.M.P.
WHEYPOWDER
CASEIN(ATE)S
CONDENSED
LACTOSE
Qty in '000 tonnes
2017
2018
7
11
18
2
36
24
85
19
5
13
6
1
35
31
60
17
0 100
% of EU
CHINA IMPORTS (Jan-Feb 2018 compared to 2017)
back to DashboardNext
Wo
rld
Qu
ota
tio
ns
EU P
rice
s
Jan
01
33.8Raw Milk €/100 kg
EU Price Evolution since
last month
- 2.0%
545BUTTER €/100 kg + 6.4%
141S.M.P. €/100 kg + 4.4%
272W.M.P. €/100 kg + 2.5%
325CHEDDAR €/100 kg + 1.4%
Compared to the
previous 4 weeks
EU Prices (week 19)
Mar-2018
Source : DG AGRI – Reg. 2017/1185 Art. 11 & 12
\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
Source : DG AGRI – Reg. 2017/1185 Art. 12(a) - Annex II.4(a)
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
Jan
18
EUR/100 kg
Weighted EU Average (real fat content)
EU Milk Equiv. Price (based on SMP and Butter prices)
* : provisional figures
EU Raw Milk Prices Evolution (up to April 2018*)
33.4 32.8
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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
DE
C
EU
R/1
00
kg
WEEKLY Milk Spot Prices
- IT, Lodi -
2015
2016
2017
2018
30.3 €(06 May)
10
20
30
40
50
JAN
FE
B
MA
R
AP
R
MA
Y
JUN
JUL
AU
G
SE
P
OC
T
NO
V
DE
C
EU
R/1
00
kg
WEEKLY Milk Spot Prices
- NL -
2015
2016
2017
2018
30.3 €(06 May)
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100
150
200
250
300
350
400
450
500
550
600
650
700
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
Jan
18
in EUR/100 kg
EU average quotations of main commodities
Butter Intervention priceSMP Intervention priceBUTTERSMPWMPCHEDDAR
Source : DG AGRI – Reg. 2017/1185 Art. 11 – Annex I.7
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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 6 524 5 700 5 195 + 2.4% + 0.7% + 2.4%
SMP 1 686 2 038 1 843 + 0.6% + 4.5% + 7.9%
WMP 3 251 3 263 3 362 - 0.6% - 1.9% + 2.0%
Cheddar 3 889 3 963 3 653 - 1.7% + 2.9% + 2.3%
Price in USD/Tonne
on 13.05.2018
% 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
25
50
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018 EU
R/1
00
kgUS Milk (class III adj 4.2% fat)
NZ Milk - (Fonterra, adj 4.2% fat & 3.35% prot)
EU Raw Milk price
Source :
30.6 33.8
29.4
US, NZ and EU milk prices up to March 2018
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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 compared to the
previous 4 weeks )
Feed costs
Energy costs
+ 1.5%
+ 1.3 %
(week 19)
1.00
1.10
1.20
1.30
1.40
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
EUR / USD Exchange Rate
1.1934
Last Update : 12.05.18
20
40
60
80
100
120
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
Ap
rJu
lO
ctJa
nA
pr
Jul
Oct
Jan
Ap
r
Last update : 13.05.18
OIL : Europe Brent Spot Price(USD/Barrel)
74.75
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\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
+3.5%+1.7%
+9.4%
-1.7% -1.2%
-8.3%
-1.2%
+2.8%+2.6%
- 15%
- 10%
- 5%
+ 0%
+ 5%
+ 10%
+ 15%EU Productions (Jan-Feb 2018 compared to Jan-Feb 2017)
Source : EUROSTAT
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Source : EUROSTAT, Reg. (EC) No 479/2010 Art. 1(a)1
11 000
12 000
13 000
14 000
15 000Ja
n
Feb
Mar
Ap
r
May Jun
Jul
Au
g
Sep
Oct
No
v
De
c
1000
To
nn
es
EU - Cows' milk collected2015201620172018
Jan-Feb 2018/17 : + 3.5%
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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
2014/15
2015/16
2016/17
2017/18
Jul-Mar 2017/18 compared to 2016/17 : + 3.4%
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
2014/15
2015/16
2016/17
2017/18
Jun-Mar 2017/18 compared to 2016/17 : - 0.3%
7000
7250
7500
7750
8000
8250
8500
8750
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
2015201620172018
Jan-Mar 2018 compared to 2017 : + 1.5%
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 2016 2017 2018 in Tonnes 2016 2017 2018
Extra-EU 26 163 19 705 24 898 + 26% Extra-EU 116 004 125 017 128 661 + 3%
USA 2 798 3 694 4 231 + 15% USA 21 060 19 650 18 111 - 8%
Saudi Arabia 3 050 1 416 2 495 + 76% Japan 10 050 14 510 12 835 - 12%
Morocco 1 620 415 1 613 +++ Switzerland 8 232 8 615 9 416 + 9%
in Tonnes 2016 2017 2018 in Tonnes 2016 2017 2018
Extra-EU 123 920 117 759 131 548 + 12% Extra-EU 63 508 67 444 63 072 - 6%
Algeria 14 729 16 388 30 641 + 87% Oman 11 248 8 798 14 066 + 60%
Egypt 10 003 6 538 9 171 + 40% Algeria 4 261 12 327 4 658 - 62%
Indonesia 12 052 11 735 7 725 - 34% Kuwait 2 576 3 368 3 859 + 15%
W.M.P.
EU Exports - Top 3 destinations in 2018Period : January-February
BUTTER CHEESE
S.M.P.
Source : EUROSTAT
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+ 23%
+ 3%
+ 22%
+ 15%
+ 16%
-
-
+ 4%
18
19
53
163
75
2
3
15
22
20
65
187
87
4
3
16
0 50 100 150 200
BUTTER + OIL
CHEESE
S.M.P.
W.M.P.
WHEYPOWDER
CASEIN(ATE)S
CONDENSED
LACTOSE
Qty in '000 tonnes
2017
2018
7
11
18
2
36
24
85
19
5
13
6
1
35
31
60
17
0 100
% of EU
CHINA IMPORTS (Jan-Feb 2018 compared to 2017)
\\net1.cec.eu.int\AGRI\C\4\C5 DATA\5. CEREALES\DASHBOARD\Dashboard_Cereals_Blue.xlsx - 'Dashboard (2)'!W64
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
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
New Zealand 70 - 15% 53 - 10% 74 - 5% 270 + 14%
EU-28 34 + 34% 129 + 3% 132 + 12% 63 - 6%
United States 5 + 34% 55 + 12% 117 + 17% 4 - 1%
Australia 2 - 1% 26 - 7% 25 - 14% 12 + 14%
Belarus up to Jan 4 - 19% 15 - 1% 8 - 3% 2 - 15%
Argentina 1 + 187% 8 + 29% 1 - 72% 15 + 25%
Jan-Feb 2018
compared to 2017
MAIN EXPORTING THIRD COUNTRIES
BUTTER(OIL) CHEESE S.M.P. W.M.P.
BUTTER +
BUTTEROILCHEESE S.M.P. W.M.P.
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
Qty in
ktons
% 2018
/17
China 22 + 23% 20 + 3% 65 + 22% 187 + 15%
Japan 1 +++ 42 + 2% 11 + 115% 0 - 56%
Algeria2018 not
avail.
Russia up to Jan 6 - 33% 17 + 2% 8 - 31% 1 - 77%
United States 7 - 3% 25 - 2% 0 +++ 1 - 76%
Mexico up to Jan 2 - 62% 11 + 28% 23 + 19% 0 +++
BUTTER(OIL) CHEESE S.M.P. W.M.P.Jan-Feb 2018
compared to 2017
S.M.P. W.M.P.
MAIN IMPORTING THIRD COUNTRIES
BUTTER +
BUTTEROILCHEESE
Source : GTA
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GD
T
Au
cti
on
Au
ctio
n
Average price (USD/MT, FAS)
Anhydrous Milk Fat
-1.9%$ 6 032
Butter
+0.0%$ 5 647
Butter MilkPowder
+0.5%$ 1 990
Cheddar
+3.1%$ 4 024
Lactose
+0.6%$ 616
Rennet Casein
-10.5%$ 5 177
Skim MilkPowder
+3.6%$ 1 999
Event 2111 May 2018
-1.1%
$ 3 465
Anhydrous Milk Fat
-1.9%$ 6 032
Butter
+0.0%$ 5 647
Butter MilkPowder
+0.5%$ 1 990
Cheddar
+3.1%$ 4 024
Lactose
+0.6%$ 616
Rennet Casein
-10.5%$ 5 177
Skim MilkPowder
+3.6%$ 1 999
Whole MilkPowder
-1.5%$ 3 231
Event 2111 May 2018
-1.1%$ 3 465
Source : Globaldairytrade
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