Quer entender o mercado de lácteos neste mês de Dezembro?
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This document summarizes dairy market conditions and prices in the EU and globally. It shows that EU milk production increased slightly in January-September 2017 compared to the previous year. Global dairy exports from New Zealand and the US also increased over the same period. The document also charts changes in dairy commodity prices in the EU and globally in recent months, with butter and skim milk powder prices increasing and whole milk powder and cheddar prices decreasing compared to the previous 4 weeks. Fuel and feed costs in the EU saw little change over the same period.
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Quer entender o mercado de lácteos neste mês de Dezembro?
- 1. DG AGRI DASHBOARD: DAIRY PRODUCTS Last update : 15.12.2017 100 150 200 250 300 350 400 450 500 550 600 650 700 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 in EUR/100 kg EU average quotations of main commodities Butter Intervention price SMP Intervention price BUTTER SMP WMP CHEDDAR WorldQuotationsEUPrices GDT Auction EUProductionsEUTrade +0.4% -3.5% -6.1% -0.2% +2.2% +1.6% -0.9% +0.6% +1.3% - 15% - 10% - 5% + 0% + 5% + 10% EU Productions (Jan-Sep2017 comparedto Jan-Sep2016) WorldProductions WorldTrade USD/Feed/Energy Feed / Energy quotations (evolution compared to the previous 4 weeks ) Feed costs Energy costs - 0.3% + 0.4 % Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 New Zealand 341 - 15% 277 - 2% 302 - 13% 1 006 - 0% EU-28 153 - 20% 695 + 4% 663 + 39% 337 + 2% United States 26 + 13% 286 + 22% 493 + 0% 22 - 15% Belarus 66 + 1% 157 - 9% 96 + 3% 25 + 1% Australia 13 - 47% 136 + 2% 130 - 0% 44 - 22% Uruguay 7 - 23% 26 - 16% 11 - 28% 82 - 26% MAIN EXPORTING THIRD COUNTRIES BUTTER(OIL) CHEESE S.M.P. W.M.P. Jan-Oct 2017 compared to 2016 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 China 79 + 15% 93 + 19% 217 + 35% 418 + 18% Russia up to Sep 82 + 13% 163 - 3% 100 - 6% 40 + 27% Mexico up to Sep 33 - 11% 91 + 1% 250 + 19% 2 - 77% Algeria up to Aug 7 - 25% 15 - 40% 113 + 47% 192 + 29% Japan 7 - 30% 222 + 5% 45 + 57% 0 - 10% United States 35 - 11% 148 - 10% 1 + 6% 20 + 50% MAIN IMPORTING THIRD COUNTRIES BUTTER(OIL) CHEESE S.M.P. W.M.P. Jan-Oct 2017 compared to 2016 10 000 11 000 12 000 13 000 14 000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1000Tonnes EU - Cows' milk collected 2014 2015 2016 2017 Jan-Sep 2017/16 : + 0.4% Sources : EUROSTAT, Reg. (EU) 2017/1185, Clal.it,USDA, Lto.nl, Nasdaq, European Central Bank, Dairyaustralia, Dcanz, Global Trade Atlas, Globaldairytrade. 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-Oct 2017/18 compared to 2016/17 : + 2.7% 0 500 1 000 1 500 2 000 2 500 3 000 3 500 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-Oct 2017/18 compared to 2016/17 : + 0.9% 7 000 7 250 7 500 7 750 8 000 8 250 8 500 8 750 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec in 1000 tonnes U.S. milk production 2014 2015 2016 2017 Jan-Oct 2017 compared to 2016 : + 1.5% 20 25 30 35 40 45 50 Jan01 Jan02 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 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 November 2017*) 37.6 35.2 20 25 30 35 40 45 50 55 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - IT, Lodi - 2014 2015 2016 2017 40.3 € (10 Dec) 10 20 30 40 50 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - NL - 2014 2015 2016 2017 26.3 € (10 Dec) 20 40 60 80 100 120 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Last update : 10.12.17 OIL : Europe Brent Spot Price (USD/Barrel) 63.45 0 25 50 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 EUR/100kg US Milk (class III adj 4.2% fat) NZ Milk - (Fonterra, adj 4.2% fat & 3.35% prot) EU Raw Milk price Source : 33.0 37.5 35.9 US, NZ and EU milk prices up to October 2017 1.00 1.10 1.20 1.30 1.40 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct EUR / USDExchangeRate 1.1766 Last Update : 13.12.17 EU Oceania USA EU Oceania USA Butter 6 300 4 850 4 882 + 0.2% - 10.6% - 0.0% SMP 1 791 1 763 1 550 + 0.2% + 2.2% - 1.1% WMP 3 237 2 838 3 020 - 0.2% + 0.4% nc Cheddar 3 857 3 763 3 284 - 1.3% - 5.0% - 7.2% Price in USD/Tonne on 10.12.2017 % change (15 days ago) LATEST WORLD QUOTATIONS in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 108 977 142 955 119 070 - 17% Extra-EU 589 118 665 932 695 280 +4% USA 14 948 15 408 23 269 +51% USA 115 798 117 097 116 759 - 0% Saudi Arabia 11 439 17 024 8 580 - 50% Japan 56 792 64 712 80 810 +25% China 4 760 6 239 7 023 +13% Switzerland 45 352 47 203 50 439 +7% in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 578 738 478 678 663 481 +39% Extra-EU 340 080 329 558 337 014 + 2% Algeria 96 826 72 042 104 238 +45% Algeria 29 318 27 413 61 943 +126% China 42 451 39 401 64 901 +65% Oman 49 944 43 993 34 620 - 21% Indonesia 39 153 39 936 53 725 +35% China 15 570 17 137 20 314 +19% W.M.P. EU Exports - Top 3 destinations in 2017 Period : January-October BUTTER CHEESE S.M.P. + 15% + 19% + 35% + 18% + 6% - 16% + 33% + 1% 69 78 161 355 410 18 16 73 79 93 217 418 433 15 21 74 0 100 200 300 400 500 BUTTER + OIL CHEESE S.M.P. W.M.P. WHEYPOWDER CASEIN(ATE)S CONDENSED LACTOSE Qty in '000 tonnes 2016 2017 10 15 23 2 34 27 72 22 12 14 29 3 35 31 70 22 0 100 % of EU CHINA IMPORTS (Jan-Oct 2017 compared to 2016) 37.5Raw Milk €/100 kg EU Price Evolution since last month + 1.8% 516BUTTER €/100 kg - 2.3% 148S.M.P. €/100 kg - 2.2% 267W.M.P. €/100 kg - 2.8% 322CHEDDAR €/100 kg - 1.6% Compared to the previous 4 weeks EU Prices (week 49) (week 49) Oct-2017 Average price (USD/MT, FAS) Anhydrous Milk Fat -0.6% $ 6 836 Butter -11.1% $ 4 575 Butter Milk Powder +4.3% $ 1 957 Cheddar -3.9% $ 3 696 Lactose n/a Rennet Casein +3.4% $ 4 879 Skim Milk Powder +4.7% $ 1 774 Whole Milk Powder +1.7% $ 2 830 Event 201 5 December 2017 +0.4% $ 3 091
- 2. back to DashboardNext onsEUPrices Jan01 37.5Raw Milk €/100 kg EU Price Evolution since last month + 1.8% 516BUTTER €/100 kg - 2.3% 148S.M.P. €/100 kg - 2.2% 267W.M.P. €/100 kg - 2.8% 322CHEDDAR €/100 kg - 1.6% Compared to the previous 4 weeks EU Prices (week 49) Oct-2017 Source : DG AGRI – Reg. 2017/1185 Art. 11 & 12
- 3. Source : DG AGRI – Reg. 2017/1185 Art. 12(a) - Annex II.4(a) 20 25 30 35 40 45 50 Jan01 Jan02 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 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 November 2017*) 37.6 35.2 Previous Page Next back to Dashboard
- 4. Source : Clal.it 20 25 30 35 40 45 50 55 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - IT, Lodi - 2014 2015 2016 2017 40.3 € (10 Dec) 10 20 30 40 50 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - NL - 2014 2015 2016 2017 26.3 € (10 Dec) Previous Page Next back to Dashboard
- 5. 100 150 200 250 300 350 400 450 500 550 600 650 700 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 in EUR/100 kg EU average quotations of main commodities Butter Intervention price SMP Intervention price BUTTER SMP WMP CHEDDAR Source : DG AGRI – Reg. 2017/1185 Art. 11 – Annex I.7 Previous Page Next back to Dashboard
- 6. Source : DG AGRI, USDA EU Oceania USA EU Oceania USA Butter 6 300 4 850 4 882 + 0.2% - 10.6% - 0.0% SMP 1 791 1 763 1 550 + 0.2% + 2.2% - 1.1% WMP 3 237 2 838 3 020 - 0.2% + 0.4% nc Cheddar 3 857 3 763 3 284 - 1.3% - 5.0% - 7.2% Price in USD/Tonne on 10.12.2017 % change (15 days ago) LATEST WORLD QUOTATIONS Previous Page Next back to Dashboard
- 7. 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 EUR/100kg US Milk (class III adj 4.2% fat) NZ Milk - (Fonterra, adj 4.2% fat & 3.35% prot) EU Raw Milk price Source : 33.0 37.5 35.9 US, NZ and EU milk prices up to October 2017 Previous Page Next back to Dashboard
- 8. 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 - 0.3% + 0.4 % (week 49) 1.00 1.10 1.20 1.30 1.40 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct EUR / USDExchangeRate 1.1766 Last Update : 13.12.17 20 40 60 80 100 120 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Last update : 10.12.17 OIL : Europe Brent Spot Price (USD/Barrel) 63.45 Previous Page Next back to Dashboard
- 9. +0.4% -3.5% -6.1% -0.2% +2.2% +1.6% -0.9% +0.6% +1.3% - 15% - 10% - 5% + 0% + 5% + 10% EU Productions (Jan-Sep2017 comparedto Jan-Sep2016) Source : EUROSTAT Previous Page Next back to Dashboard
- 10. Source : EUROSTAT, Reg. (EC) No 479/2010 Art. 1(a)1 10 000 11 000 12 000 13 000 14 000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1000Tonnes EU - Cows' milk collected 2014 2015 2016 2017 Jan-Sep 2017/16 : + 0.4% Next Page Previous back to Dashboard
- 11. 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-Oct 2017/18 compared to 2016/17 : + 2.7% 0 500 1 000 1 500 2 000 2 500 3 000 3 500 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-Oct 2017/18 compared to 2016/17 : + 0.9% 7 000 7 250 7 500 7 750 8 000 8 250 8 500 8 750 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec in 1000 tonnes U.S. milk production 2014 2015 2016 2017 Jan-Oct 2017 compared to 2016 : + 1.5% Source : Dairyaustralia, Dcanz, USDA Previous Page Next back to Dashboard
- 12. in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 108 977 142 955 119 070 - 17% Extra-EU 589 118 665 932 695 280 + 4% USA 14 948 15 408 23 269 + 51% USA 115 798 117 097 116 759 - 0% Saudi Arabia 11 439 17 024 8 580 - 50% Japan 56 792 64 712 80 810 + 25% China 4 760 6 239 7 023 + 13% Switzerland 45 352 47 203 50 439 + 7% in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 578 738 478 678 663 481 + 39% Extra-EU 340 080 329 558 337 014 + 2% Algeria 96 826 72 042 104 238 + 45% Algeria 29 318 27 413 61 943 + 126% China 42 451 39 401 64 901 + 65% Oman 49 944 43 993 34 620 - 21% Indonesia 39 153 39 936 53 725 + 35% China 15 570 17 137 20 314 + 19% W.M.P. EU Exports - Top 3 destinations in 2017 Period : January-October BUTTER CHEESE S.M.P. Source : EUROSTAT Previous Page Next back to Dashboard
- 13. + 15% + 19% + 35% + 18% + 6% - 16% + 33% + 1% 69 78 161 355 410 18 16 73 79 93 217 418 433 15 21 74 0 100 200 300 400 500 BUTTER + OIL CHEESE S.M.P. W.M.P. WHEYPOWDER CASEIN(ATE)S CONDENSED LACTOSE Qty in '000 tonnes 2016 2017 10 15 23 2 34 27 72 22 12 14 29 3 35 31 70 22 0 100 % of EU CHINA IMPORTS (Jan-Oct 2017 compared to 2016) Source : GTA Previous Page Next back to Dashboard
- 14. Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 New Zealand 341 - 15% 277 - 2% 302 - 13% 1 006 - 0% EU-28 153 - 20% 695 + 4% 663 + 39% 337 + 2% United States 26 + 13% 286 + 22% 493 + 0% 22 - 15% Belarus 66 + 1% 157 - 9% 96 + 3% 25 + 1% Australia 13 - 47% 136 + 2% 130 - 0% 44 - 22% Uruguay 7 - 23% 26 - 16% 11 - 28% 82 - 26% MAIN EXPORTING THIRD COUNTRIES BUTTER(OIL) CHEESE S.M.P. W.M.P. BUTTER + BUTTEROIL CHEESE S.M.P. W.M.P. Jan-Oct 2017 compared to 2016 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 China 79 + 15% 93 + 19% 217 + 35% 418 + 18% Russia up to Sep 82 + 13% 163 - 3% 100 - 6% 40 + 27% Mexico up to Sep 33 - 11% 91 + 1% 250 + 19% 2 - 77% Algeria up to Aug 7 - 25% 15 - 40% 113 + 47% 192 + 29% Japan 7 - 30% 222 + 5% 45 + 57% 0 - 10% United States 35 - 11% 148 - 10% 1 + 6% 20 + 50% S.M.P. W.M.P. MAIN IMPORTING THIRD COUNTRIES BUTTER + BUTTEROIL CHEESE BUTTER(OIL) CHEESE S.M.P. W.M.P. Jan-Oct 2017 compared to 2016 Source : GTA Previous Page Next back to Dashboard
- 15. Auction Average price (USD/MT, FAS) Anhydrous Milk Fat -0.6% $ 6 836 Butter -11.1% $ 4 575 Butter Milk Powder +4.3% $ 1 957 Cheddar -3.9% $ 3 696 Lactose n/a Rennet Casein +3.4% $ 4 879 Skim Milk Powder +4.7% $ 1 774 Whole Milk Powder +1.7% $ 2 830 Event 201 5 December 2017 +0.4% $ 3 091 Source : Globaldairytrade Previous back to Dashboard