australian milk production 2014) china imports (jan -dec ...€¦ · dg agri dashboard: dairy...
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DG AGRI DASHBOARD: DAIRY PRODUCTS Last update : 25.02.2016
150
200
250
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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
in EUR/100 kg
EU average quotations of main commodities
Butter Int. priceSMP Int. priceBUTTERSMPWMPCHEDDAR
Wo
rld
Qu
ota
tio
ns
EU P
rice
s
GD
T A
uct
ion
EU P
rodu
ctio
nsEU
Tra
de
+ 2,5%+ 4,7%
+ 8,1%
- 3,5%
+ 3,7%
- 2,5% - 2,1%
+ 0,9% + 1,4%
EU Productions (Jan-Dec 2015 compared to Jan-Dec 2014)
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
- 4.3 %
- 2.7 %
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
New Zealand 498 - 2% 327 + 18% 411 + 7% 1.381 - 3%
EU-28 193 + 30% 719 - 0% 684 + 6% 390 + 0%
United States 24 - 66% 318 - 14% 560 + 1% 35 - 36%
Australia up to Nov 29 - 19% 154 + 13% 180 + 27% 59 - 19%
Belarus up to Oct 56 + 28% 146 + 10% 94 + 34% 32 + 21%
Argentina up to Oct 7 - 40% 36 - 24% 21 + 20% 110 - 10%
Jan-Dec 2015
compared to 2014
MAIN EXPORTING THIRD COUNTRIES
BUTTER(OIL) CHEESE S.M.P. W.M.P.
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
China 71 - 11% 76 + 15% 200 - 21% 347 - 48%
Russia up to Nov 86 - 33% 186 - 36% 101 + 28% 30 - 5%
Japan 16 + 43% 249 + 7% 53 + 25% 0 + 67%
United States 40 + 80% 200 + 21% 3 - 4% 12 + 30%
Mexico up to Nov 30 + 19% 106 + 19% 231 + 27% 7 + 18%
Egypt up to Oct 47 + 19% 26 - 34% 64 + 13% 35 + 50%
BUTTER(OIL) CHEESE S.M.P. W.M.P.Jan-Dec 2015
compared to 2014
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 collected
2012201320142015
Jan-Dec 2015/14 : + 2,5%
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-Dec 2015/16 compared to 2014/15 : - 0.1%
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-Jan 2015/16 compared to 2014/15 : - 2.7%
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 2016 compared to 2015 : + 0.3%
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50
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01
Jan
02
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03
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04
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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
29,8
23,8
EU Raw Milk Prices Evolution (up to January 2016*)
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
30.0 € (14 Feb)
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
20.0 € (14 Feb)
20
40
60
80
100
120
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
31.09
Last update : 21.02.2016
OIL : Europe Brent Spot Price(USD/Barrel)
0
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20
30
40
50
200
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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 :
24,0
29,8 34,2
EU Dec. 2015 price is a provisional figure
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
EUR / USD Exchange Rate
1.1002
Last Update : 24.02.16
EU Oceania USA EU Oceania USA
Butter 3 112 3 000 4 521 + 3,0% - 1,6% - 4,4%
SMP 1 864 1 813 1 641 + 3,1% nc + 3,4%
WMP 2 324 1 968 2 778 + 1,2% - 6,3% - 6,3%
Cheddar 3 105 2 850 3 284 + 1,5% - 8,8% + 1,6%
Price in USD/Tonne
on 21.02.2016
% change
(15 days ago)
LATEST WORLD QUOTATIONS
in Tonnes 2013 2014 2015 in Tonnes 2013 2014 2015
Extra-EU 102.084 119.954 135.364 + 13% Extra-EU 786.302 720.683 718.974 - 0,2%
USA 3.295 8.704 17.367 + 100% USA 112.941 119.972 140.170 + 17%
Saudi Arabia 2.709 8.990 14.054 + 56% Japan 40.812 46.292 68.663 + 48%
Egypt 738 3.643 11.167 +++ Switzerland 51.764 53.725 54.807 + 2%
in Tonnes 2013 2014 2015 in Tonnes 2013 2014 2015
Extra-EU 406.744 647.927 684.274 + 6% Extra-EU 374.278 389.743 389.984 + 0,1%
Algeria 58.544 145.252 107.432 - 26% Oman 49.809 48.050 57.071 + 19%
Egypt 23.586 47.693 58.063 + 22% Algeria 28.051 66.242 34.507 - 48%
China 47.082 62.579 53.499 - 15% Nigeria 38.467 35.958 27.757 - 23%
W.M.P.
EU Exports - Top 3 destinations in 2015Period : January to December
BUTTER CHEESE
S.M.P.
- 11%
+ 15%
- 21%
- 48%
+ 8%
+ 37%
+ 19%
+ 6%
80
66
253
671
401
15
9
85
71
76
200
347
433
21
11
90
0 200 400 600 800
BUTTER + OIL
CHEESE
S.M.P.
W.M.P.
WHEYPOWDER
CASEIN(ATE)S
CONDENSED
LACTOSE
Qty in '000 tonnes
2014
2015
5
10
27
1
40
31
88
17
9
13
21
1
37
35
93
15
0 100
% of EU
CHINA IMPORTS (Jan-Dec 2015 compared to 2014)
30.5Raw Milk €/100 kg
EU Price Dec 2015
Evolution since
last month
- 1.0%
270BUTTER €/100 kg - 2,1%
166S.M.P. €/100 kg + 0,0%
204W.M.P. €/100 kg - 4,0%
273CHEDDAR €/100 kg - 0,0%
Evolution since last weekEU Prices
(week 7)
(week 7)
back to DashboardNext
Wo
rld
Qu
ota
tio
ns
EU P
rice
s
Jan
01
30.5Raw Milk €/100 kg
EU Price Dec 2015
Evolution sincelast month
- 1.0%
270BUTTER €/100 kg - 2,1%
166S.M.P. €/100 kg + 0,0%
204W.M.P. €/100 kg - 4,0%
273CHEDDAR €/100 kg - 0,0%
Evolution since last weekEU Prices
(week 7)
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
29,8
23,8
EU Raw Milk Prices Evolution (up to January 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
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
30.0 € (14 Feb)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
20.0 € (14 Feb)
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150
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250
300
350
400
450Ja
n 03
Jan
04
Jan
05
Jan
06
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07
Jan
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Jan
11
Jan
12
Jan
13
Jan
14
Jan
15
Jan
16
i n EUR/100 kg
EU average quotations of main commodities
Butter Int. priceSMP Int. 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 3 112 3 000 4 521 + 3,0% - 1,6% - 4,4%
SMP 1 864 1 813 1 641 + 3,1% nc + 3,4%
WMP 2 324 1 968 2 778 + 1,2% - 6,3% - 6,3%
Cheddar 3 105 2 850 3 284 + 1,5% - 8,8% + 1,6%
Price in USD/Tonne
on 21.02.2016
% 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
30
40
502
001
200
2
200
3
200
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200
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6
200
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0
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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 :
24,0
29,8 34,2
EU Dec. 2015 price is a provisional figure
U.S. and New Zealand Milk Prices Evolution
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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
- 4.3 %
- 2.7 %
(week 7)
1,00
1,10
1,20
1,30
1,40
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
EUR / USD Exchange Rate
1.1002
Last Update : 24.02.16
20
40
60
80
100
120
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
Oct
Jan
Ap
r
Jul
31.09
Last update : 21.02.2016
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
+ 2,5%+ 4,7%
+ 8,1%
- 3,5%
+ 3,7%
- 2,5% - 2,1%
+ 0,9% + 1,4%
EU Productions (Jan-Dec 2015 compared to Jan-Dec 2014)
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 collected
2012201320142015
Jan-Dec 2015/14 : + 2,5%
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-Dec 2015/16 compared to 2014/15 : - 0.1%
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-Jan 2015/16 compared to 2014/15 : - 2.7%
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 2016 compared to 2015 : + 0.3%
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 2013 2014 2015 in Tonnes 2013 2014 2015
Extra-EU 102.084 119.954 135.364 + 13% Extra-EU 786.302 720.683 718.974 - 0,2%
USA 3.295 8.704 17.367 + 100% USA 112.941 119.972 140.170 + 17%
Saudi Arabia 2.709 8.990 14.054 + 56% Japan 40.812 46.292 68.663 + 48%
Egypt 738 3.643 11.167 +++ Switzerland 51.764 53.725 54.807 + 2%
in Tonnes 2013 2014 2015 in Tonnes 2013 2014 2015
Extra-EU 406.744 647.927 684.274 + 6% Extra-EU 374.278 389.743 389.984 + 0,1%
Algeria 58.544 145.252 107.432 - 26% Oman 49.809 48.050 57.071 + 19%
Egypt 23.586 47.693 58.063 + 22% Algeria 28.051 66.242 34.507 - 48%
China 47.082 62.579 53.499 - 15% Nigeria 38.467 35.958 27.757 - 23%
W.M.P.
EU Exports - Top 3 destinations in 2015Period : January to December
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
- 11%
+ 15%
- 21%
- 48%
+ 8%
+ 37%
+ 19%
+ 6%
80
66
253
671
401
15
9
85
71
76
200
347
433
21
11
90
0 200 400 600 800
BUTTER + OIL
CHEESE
S.M.P.
W.M.P.
WHEYPOWDER
CASEIN(ATE)S
CONDENSED
LACTOSE
Qty in '000 tonnes
2014
2015
5
10
27
1
40
31
88
17
9
13
21
1
37
35
93
15
0 100
% of EU
CHINA IMPORTS (Jan-Dec 2015 compared to 2014)
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
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
New Zealand 498 - 2% 327 + 18% 411 + 7% 1.381 - 3%
EU-28 193 + 30% 719 - 0% 684 + 6% 390 + 0%
United States 24 - 66% 318 - 14% 560 + 1% 35 - 36%
Australia up to Nov 29 - 19% 154 + 13% 180 + 27% 59 - 19%
Belarus up to Oct 56 + 28% 146 + 10% 94 + 34% 32 + 21%
Argentina up to Oct 7 - 40% 36 - 24% 21 + 20% 110 - 10%
Jan-Dec 2015
compared to 2014
MAIN EXPORTING THIRD COUNTRIES
BUTTER(OIL) CHEESE S.M.P. W.M.P.
BUTTER +
BUTTEROILCHEESE S.M.P. W.M.P.
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
Qty in
ktons
%
2015
/14
China 71 - 11% 76 + 15% 200 - 21% 347 - 48%
Russia up to Nov 86 - 33% 186 - 36% 101 + 28% 30 - 5%
Japan 16 + 43% 249 + 7% 53 + 25% 0 + 67%
United States 40 + 80% 200 + 21% 3 - 4% 12 + 30%
Mexico up to Nov 30 + 19% 106 + 19% 231 + 27% 7 + 18%
Egypt up to Oct 47 + 19% 26 - 34% 64 + 13% 35 + 50%
BUTTER(OIL) CHEESE S.M.P. W.M.P.Jan-Dec 2015
compared to 2014
S.M.P. W.M.P.
MAIN IMPORTING THIRD COUNTRIES
BUTTER +
BUTTEROILCHEESE
Source : GTA
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GD
T
Au
cti
on
Au
cti
on
Source : Globaldairytrade
Previousback to Dashboard