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A sharing tool of communication for the dairy market chain
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ClalClal
LL’’Aya Aya -- March 11th , 2010March 11th , 2010
EMMO Club EMMO Club -- MeetingMeeting
March 11, 2010
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
March 11, 2010
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.
March 11, 2010
Objects of Clal’s analyses in the World and in Europe
Milk Production volumes
Stocks
Prices
Global dairy trade.
March 11, 2010
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
March 11, 2010
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
March 11, 2010
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
March 11, 2010
4. b) Cheese Exporting Major Countries4. b) Cheese Exporting Major Countries
Global Dairy Trade
March 11, 2010
4. bb) Cheese prices4. bb) Cheese prices
Global Dairy Trade
March 11, 2010
4. bbb) Main Purchasing Countries of Cheese4. bbb) Main Purchasing Countries of Cheese
Global Dairy Trade
March 11, 2010
4.c) WMP Exporting Major Countries4.c) WMP Exporting Major Countries
Global Dairy Trade
March 11, 2010
4. cc) WMP prices4. cc) WMP prices
Global Dairy Trade
March 11, 2010
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
March 11, 2010
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
March 11, 2010
4. f) Butter Exporting Major Countries4. f) Butter Exporting Major Countries
Global Dairy Trade
March 11, 2010
4. ff) Butter prices4. ff) Butter prices
Global Dairy Trade
March 11, 2010
4. fff) Main Purchasing Countries of Butter4. fff) Main Purchasing Countries of Butter
Global Dairy Trade
March 11, 2010
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
March 11, 2010
d) Italy: Comparison between production and d) Italy: Comparison between production and wholesale prices of Grana Padanowholesale prices of Grana Padano Global Dairy Trade
March 11, 2010
e) Italy: Comparison between production and e) Italy: Comparison between production and wholesale prices of Gorgonzolawholesale prices of Gorgonzola Global Dairy Trade
March 11, 2010
f) Italy: Connection between production f) Italy: Connection between production and export and export –– Grana cheesesGrana cheeses Global Dairy Trade
March 11, 2010
g) Italy: comparison between wholesale g) Italy: comparison between wholesale and retail prices and retail prices -- Parmigiano ReggianoParmigiano Reggiano Global Dairy Trade
March 11, 2010
h) Italy: liquid milk consumptionh) Italy: liquid milk consumption
Global Dairy Trade
March 11, 2010
i) Italy: livestock feeding pricesi) Italy: livestock feeding prices