CLAL - Advisory in Dairy and Food Product

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China - United States: the Trade War effects
in real-time

The China - U.S. Trade War has already had an important impact on the Chinese imports of dairy products, not only from the U.S., but also from other supplier countries.

This CLAL Lens edition aims to quantify, both in terms of volumes and value, the Trade War effects, with real-time updates.

Check out the China imports with breakdown by dairy product >

Flash Bulletins on the Dairy Market

Reports on specific topics to find engaging answers to market questions

Flash Bulletins on the Dairy Market

Reports on specific topics to find engaging answers to market questions.

November 30, 2018

August 31, 2018

A new Flash Bulletin will be available soon...

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Related Charts

Market News

World

Australia: Milk delivery	In calo	-15,54%
Chile: Milk Delivery	In aumento	+7,25%
Chile: Farm gate milk price	In aumento	+6,32%
Malaysia: Palm oil price	In aumento	+0,16%
Japan: Caseins price	In aumento	+2,22%
US: Cheese 40# Blocks price	In calo	-27,67%

Europe

DE, Hannover: Gouda 45% price	In calo	-8,82%
DE, Hannover: Edamer 40% price	In calo	-8,82%
Germany: Skim Milk Powder (Adpi - SMP) price	In calo	-7,66%
Germany: Skim Milk Powder feed price	In calo	-5,38%
Germany: Whole Milk Powder (WMP) price	In calo	-4,56%
DE, Kempten: "Markenbutter" price	In calo	-11,76%

Italy

IT, Verona: Centrifuged Cream price	In calo	-1,76%
IT, Verona: foreign Whole Spot milk price	In calo	-8,82%
IT, Verona: foreign Skim Spot milk price	In calo	-20,93%
IT, Verona: Spot milk price	In aumento	+1,54%
IT, Parma: Parmig.Regg. (12 months) price	In aumento	+0,60%
IT, Milan: foreign Spot Milk 0,03% price	In calo	-16,28%

click to see the
AGRICULTURAL MARKET News:
PRICES of FEED and FERTILIZERS

Information Note

Market News evidences only the changes; should no price change or no quotation take place, any mention will be made.
The change/variation concerning PRODUCTION/OUTPUT quantity refers to the same period of the previous year.
The change/variation concerning STOCK quantity refers to the previous month.
The change/variation of price refers to PRICES expressed in local currency (for both EU and the World). The change refers to the previous week/month/year, as the case may be. In the case of dual-listed (min and max), changes are calculated using the MAX PRICE.

Global Snapshot

MILK EQUIVALENT | SMP | WMP | BUTTER | CHEESE

Milk Equivalent ('000 Ton)	Δ Milk P.	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan 2020 on Jan 2019
New Zealand	-0,7% -17	-18,6% -2	-10,2% -215	+1,4% +2	+194
EU-28	+1,8% +229	-11,1% -6	-8,2% -155	+0,2% +24	+354
USA	+1,1% +97	-2,4% -3	+26,9% +215	+1,1% +84	-206
Belarus	+4,9% +29	+22,4% +1	-1,2% -4	-1,6% -4	+37
Australia	+0,6% +4	+33,3% +38	-21,4% -73	-0,5% -3	+117
Uruguay	+0,1% +0	+44,0% +2	+11,6% +15	0% 0	-13
Argentina	+5,5% +44	-55,6% -1	+12,6% +14	+5,3% +26	+3
Ukraine	-2,5% -14	+125,8% +14	-25,1% -5	+0,2% +2	+4
Chile	-0,4% -1	-29,4% -0	-1,7% -0	0% 0	-1
TOTAL	*+1,4%* +370	*+12,8%* +42	*-3,6%* -208	*+0,6%* +131	+489
Last update: 2020-04-04 (e) Estimated data * Import, Export and Consumption data are in Milk Equivalent (ME), comprehensive of WMP, Cheese, SMP+Butter and Liquid Milk. Import and Export data are also comprehensive of Condensed Milk and Yogurt. Information Note SOURCE Production: EU-28: Eurostat, FEGA, DEFRA, AGEA, Zuivel; New Zealand: DCANZ; US: National Agricultural Statistics Service; Australia: Dairy Australia; Belarus: National Statistical Committee of the Republic of Belarus; Uruguay: INALE; Argentina: Subsecretaría de Lechería - Ministerio de Agroindustria; Ukraine: State Statistics Committee of Ukraine; Chile: ODEPA. Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: FAS-USDA The domestic consumption changes estimated by the FAS-USDA source are updated every six months (June and December). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

Milk Equivalent ('000 Ton)	Δ Milk P.	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2019 on Jan-Dec 2018
New Zealand	-0,7% -160	+26,4% +40	+9,0% +1.587	+1,7% +27	-1.734
EU-28	+0,5% +814	+14,9% +85	+9,3% +1.849	+0,9% +1.402	-2.352
USA	+0,4% +369	+4,5% +75	-0,6% -62	+1,3% +1.130	-623
Belarus	+0,7% +49	+0,3% +0	+4,6% +177	+5,6% +143	-270
Australia	-6,5% -620	+5,4% +66	-11,6% -448	+1,0% +66	-172
Uruguay	-4,5% -96	-0,3% -0	-3,4% -52	0% 0	-44
Argentina	-1,8% -177	-4,8% -2	-22,1% -327	-3,4% -206	+355
Ukraine	-3,8% -379	+63,3% +87	-4,0% -15	+1,9% +152	-429
Chile	-1,4% -31	+26,3% +3	-10,4% -6	-3,0% -16	-6
TOTAL	*-0,1%* -230	*+9,0%* +353	*+4,5%* +2.703	*+1,0%* +2.698	-5.277
Last update: 2020-04-04 (e) Estimated data * Import, Export and Consumption data are in Milk Equivalent (ME), comprehensive of WMP, Cheese, SMP+Butter and Liquid Milk. Import and Export data are also comprehensive of Condensed Milk and Yogurt. Information Note SOURCE Production: EU-28: Eurostat, FEGA, DEFRA, AGEA, Zuivel; New Zealand: DCANZ; US: National Agricultural Statistics Service; Australia: Dairy Australia; Belarus: National Statistical Committee of the Republic of Belarus; Uruguay: INALE; Argentina: Subsecretaría de Lechería - Ministerio de Agroindustria; Ukraine: State Statistics Committee of Ukraine; Chile: ODEPA. Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: FAS-USDA The domestic consumption changes estimated by the FAS-USDA source are updated every six months (June and December). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

SMP ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Sep 2019 on Jan-Sep 2018
EU-28	-0,6% -7	+51,7% +2	+27,9% +166	-17,0% -125	-46
USA	-1,0% -8	-59,3% -1	-10,9% -61	+10,2% +29	+23
New Zealand	+4,5% +12	+14,4% +0	+12,7% +29	+20,0% +1	-18
Australia	-35,2% -48	+20,1% +2	-15,0% -16	-6,3% -2	-27
TOTAL	*-2,2%* -52	*+19,9%* +3	*+7,9%* +118	*-9,3%* -98	-68
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat, data estimated by CLAL; New Zealand: The Data are calculated by applying the incidence of WMP export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

SMP ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
EU-28	+0,5% +8	+41,1% +1	+4,7% +37	+13,8% +119	-147
USA	-1,1% -11	-7,6% -0	+17,6% +107	-12,7% -54	-64
New Zealand	+1,7% +7	+35,7% +1	-10,7% -43	0% 0	+50
Australia	+7,4% +14	+59,4% +5	-1,4% -2	+4,3% +2	+19
TOTAL	*+0,5%* +17	*+46,3%* +6	*+5,1%* +99	*+5,0%* +67	-142
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat, data estimated by CLAL; New Zealand: The Data are calculated by applying the incidence of WMP export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

WMP ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Sep 2019 on Jan-Sep 2018
New Zealand	+10,4% +97	+77,5% +1	+14,4% +127	+15,0% +2	-30
EU-28	+1,3% +8	+539,0% +4	-15,0% -40	+11,0% +36	+16
Australia	-47,7% -21	+11,8% +3	-29,8% -14	+5,7% +1	-5
USA	+2,2% +1	+41,7% +3	-25,7% -10	+35,3% +14	+0
TOTAL	*+5,3%* +86	*+33,4%* +11	*+5,1%* +63	*+13,1%* +53	-20
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat, BLE, data estimated by CLAL; New Zealand: The Data are calculated by applying the incidence of WMP export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

WMP ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
New Zealand	+5,1% +70	+1,5% +0	+2,0% +27	-9,1% -2	+45
EU-28	-2,3% -19	+8,8% +0	-15,0% -59	+9,9% +39	+1
Australia	-18,2% -14	+6,0% +2	+6,2% +3	+9,4% +3	-19
USA	+17,4% +10	-60,6% -14	+76,4% +21	0% 0	-25
TOTAL	*+2,0%* +47	*-21,8%* -12	*-0,4%* -7	*+8,0%* +40	+3
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat, BLE, data estimated by CLAL; New Zealand: The Data are calculated by applying the incidence of WMP export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

BUTTER ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Sep 2019 on Jan-Sep 2018
New Zealand	-1,9% -7	+48,2% +0	-3,7% -13	+3,6% +1	+5
EU-28	+3,5% +58	-2,6% -0	+21,3% +26	+1,3% +20	+12
USA	-0,5% -3	+31,3% +12	-34,2% -13	+4,4% +29	-6
Australia	-36,6% -14	-11,0% -3	+24,6% +3	-1,7% -1	-19
TOTAL	*+1,3%* +34	*+11,0%* +9	*+0,7%* +4	*+2,2%* +49	-9
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat; New Zealand: The Data are calculated by applying the incidence of BUTTER export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

BUTTER ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
New Zealand	+1,0% +5	-10,8% -0	+5,2% +22	0% 0	-17
EU-28	+1,4% +30	+35,7% +5	-7,6% -13	+1,1% +22	+27
USA	+2,4% +20	+31,8% +14	+51,5% +18	+1,9% +16	+0
Australia	-9,9% -6	+17,5% +6	+1,4% +0	+2,8% +2	-2
TOTAL	*+1,4%* +49	*+26,9%* +25	*+4,1%* +27	*+1,3%* +39	+8
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat; New Zealand: The Data are calculated by applying the incidence of BUTTER export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

CHEESE ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Sep 2019 on Jan-Sep 2018
EU-28	+0,5% +33	+6,0% +3	+4,3% +27	+0,7% +50	-41
USA	+1,1% +48	+6,4% +8	+4,2% +11	+1,3% +57	-12
New Zealand	+12,4% +31	+9,8% +1	+3,9% +9	-5,0% -1	+24
Australia	-1,1% -3	-2,7% -2	-7,6% -10	+3,7% +8	-4
TOTAL	*+0,9%* +109	*+3,7%* +9	*+3,0%* +37	*+1,0%* +113	-32
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat, CSO, data estimated by CLAL; New Zealand: The Data are calculated by applying the incidence of CHEESE export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »

CHEESE ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons* (e)	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
EU-28	+0,8% +76	-0,8% -0	+0,5% +4	+0,7% +59	+12
USA	+3,0% +174	-4,0% -7	+2,4% +8	+3,2% +174	-15
New Zealand	-8,3% -31	+2,2% +0	-6,1% -21	0% 0	-10
Australia	+5,5% +19	-15,2% -18	+0,4% +1	+1,0% +3	-2
TOTAL	*+1,5%* +238	*-6,8%* -25	*-0,4%* -8	*+1,6%* +236	-16
Last update: 2019-12-18 (e) Estimated data Information Note SOURCE Production: EU-28: Eurostat, CSO, data estimated by CLAL; New Zealand: The Data are calculated by applying the incidence of CHEESE export on Total Dairy export to the annual production data (Source: FAS-USDA). The same calculation is used also to the current year data, applying the incidence calculated for the previous year. US: National Agricultural Statistics Service; Australia: Dairy Australia; Import/Export: EU-28: Eurostat; New Zealand: Stat.nz; US: Census Bureau. Domestic Consumption: Data calculated by applying the incidence of FAS-USDA consumption (compared to FAS-USDA productions) to the production data (retrieved from local sources). Note: The balance sheet at the moment does not consider the trade of FFMP (fat-filled milk powder) - HS 190190, milk powder that has a fat content similar to whole milk powder, but instead of butterfat contains vegetable fats.
« Last year Current year »


/Ton	US (2020-04-03)		OCEANIA (2020-03-27)		EU¹ (2020-04-08)		GDT² (2020-04-07)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	2.535	-27,7%	4.438	+3,8%	3.557	+0,4%	4.400	+0,2%
BUTTER	2.822	-13,9%	4.325	+2,7%	3.102	-12,9%	4.290	+4,0%
SMP	1.984	-14,3%	2.738	-1,8%	2.139	-7,0%	2.454	-1,6%
WMP	3.913	-2,7%	2.800	-5,1%	2.923	-4,7%	2.801	+1,6%
WHEY POWDER	772	0,0%			942	-0,6%
MILK (US$/100Kg)	41,67	-3,6%	34,72	-7,8%	38,18	-2,0%
Change from previous price ¹ Prices refer to Germany. Cheese and Milk European prices refer to Milk Market Observatory. ² Contract 2 GDT n.a.*: not available

Show/Hide Global Snapshot in €

/Ton	US (2020-04-03)		OCEANIA (1585263600)		EU¹ (2020-04-08)		GDT² (2020-04-07)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	2.325	-27,2%	4.043	+6,3%	3.224	+1,0%	4.077	+3,6%
BUTTER	2.588	-13,4%	3.940	+5,1%	2.850	-12,3%	3.976	+7,6%
SMP	1.819	-13,7%	2.494	+0,6%	1.965	-6,4%	2.274	+1,7%
WMP	3.588	-2,1%	2.551	-2,8%	2.685	-4,1%	2.596	+5,0%
WHEY POWDER	708	+0,7%			865	0,0%
MILK (€/100Kg)	38,21	-1,8%	31,84	-6,1%	35,01	-0,3%
Change from previous price ¹ Prices refer to Germany. Cheese and Milk European prices refer to Milk Market Observatory. ² Contract 2 GDT n.a.*: not available

FOCUS Price Products € in real time

	Area	Last updated	± from prev. price	± from 1 year ago
Price / Quotation
Whole Milk…
▸ “SPOT”	Italy	6 Apr 2020	-4,1%	-15,4%
▸ farm-gate	EU (13 country)	Mar 2020	-0,6%	+0,0%
▸ farm-gate	USA	Feb 2020	-1,8%	+17,1%
PDO cheeses…
▸ hard	Italy	6 Apr 2020	0,0%	-15,3%
▸ semi-hard	Italy	6 Apr 2020	0,0%	+2,5%
▸ fresh	Italy	6 Apr 2020	0,0%	+1,8%
Cheeses	Germany and Oceania	8 Apr 2020	+0,3%	+5,6%
Butter	Italy, Germany and Oceania	8 Apr 2020	-3,0%	-21,9%
SMP (Skimmed Milk Powder)	Germany, Oceania and USA	8 Apr 2020	-4,7%	+9,8%
Whey powder	Germany and USA	8 Apr 2020	+0,3%	-13,3%
Corn	Italy and USA	31 Mar 2020	+1,3%	+4,4%
Soybeans	Italy and USA	31 Mar 2020	+1,4%	+13,0%
Oil	Europe	27 Mar 2020	-8,1%	-64,9%
Retail price
PDO hard cheeses	Italy	Feb 2020	-3,9%	-2,3%
Fresh cheeses	Italy	Feb 2020	-2,0%	+0,6%
Butter	Italy	Feb 2020	-1,3%	-3,5%

Percentage price changes relate to (i) the last quotation period, and to (ii) the same period of the previous year

CLICK HERE for further information.

World Supply and Demand

Global Milk Supply in the Key Exporters of Dairy Products: +2,5% (Jan'20 - Feb'20)

Dairy Products Production in some Key Exporting Countries

Milk Powders (WMP and SMP), Butter and Cheese Exports of the main Exporting countries -0,19% (Dec'19 - Jan'20)

BUTTER Stocks
· US Stocks: Feb 29, 2020 137.142 tons (+22,2% on Jan 31, 2020; +24,2% on Feb, 2019)
· EU-28

- Public Stocks: Jan 31, 2020 0 tons (+0,0% on Dec 31, 2019; +0,0% on Jan, 2019)
- Consumption (Production + Import - Export): Jan 31,2020: 163.472 tons (+1,0% on 30; -7,9% on Jan, 2019)

SMP Stocks
· US Stocks: Feb 29, 2020 144.021 tons (+13,2% on Jan 31, 2020; +2,3% on Feb, 2019)
· EU-28
- Public Stocks: Jan 31, 2020 0 tons (+0,0% on Dec 31, 2019; -100,0% on Jan, 2019)
- Consumption (Production + Import - Export): Jan 31,2020 69.494 tons (-6,0% on 31, 2020; +60,2% on Jan, 2019)

CHEESE Stocks
· US Stocks: Feb 29, 2020 616.711 tons (+0,4% on Jan 31, 2020; -0,5% on Feb, 2019)
· EU-28
Consumption (Production + Import - Export): Jan 31,2020 0 tons (-6,0% on 31, 2020; +60,2% on Jan, 2019)
· ITALY

Grana Padano Stocks:
- Marked PDO: Jan 31, 2020 1.715.624 number of wheels (+4,5% on 31 Dec 2019; -1,2% on Jan, 2019)
- Total: Jan 31, 2020 5.455.801 number of wheels (+1,0% on 31 Dec 2019; +4,6% on Jan, 2019)

DRY WHEY Stocks
· US Stock: Feb 29, 2020 33.759 tons (+18,3% rispetto a Jan 31, 2020; +8,0% rispetto a Feb, 2019)

CLALenter

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Dairy Market Alert

Clal.it outlines hereafter some important changes that occured in the market and may have an impact on the market trend Cheese, Butter, Powder and Packed Milk import and export flows of the main dairy players.

▸ Argentina WMP Export: +53,6% (Feb '20) **
▸ Japan Cream Import: -66,8% (Feb '20) **
▸ Japan Cheese Import: -15,3% (Feb '20) **
▸ United States Butter Export: -39,5% (Feb '20) **

Show/Hide all ALERT

▸ United States Cheese Import: +28,8% (Feb '20) **
▸ United States Cream Import: +140,1% (Feb '20) **
▸ United States Butter Import: -15,7% (Feb '20) **

Access the Dairy World Trade section » to analyse more in depth

** Compared to the same month of the previous year (Information Note)

Import or Export changes become “Alerts” if the given thresholds are exceeded: Cream ± 20 %, Milk in packings of > 2 l ± 20 %, Milk in packings of <= 2 l ± 20 %, Baby milk ± 15 %, Butter ± 15 %, Cheese ± 15 %, SMP ± 20 %, WMP ± 20 %, Whey powder ± 40 %

Clal Updates and Publications

CLAL.it provides the Operators with a range of updated information.

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Brazil: milk sales increase in retail, but fall in food-service [News South America n°6/2020]
Period: March 16 – 27, 2020 Argentina+9.9% milk production February 2020 y-o-y In South America, milk production is seasonally increasing.... read
China: dairy import in early 2020 exceeds expectations [VIDEO]
China’s dairy import in January-February 2020 has recorded a trend better than expected. The trade of finished products increased ... read
Soybean production expected +7.7% in Brazil, world’s main producer
Soybean production increase in South America Soybean global production for the season 2019/20 is forecast at 341,76 Mio Tons, -4.7% compared... read

GlobalDairyTrade results of April 07, 2020

Change in Price Index from Previous Event: +1,2 %
Average Winning Price: 2.969 US$ / Ton

	Average price USD / Ton	Change
AMF (Anhydrous Milk Fat)	4.345	+0,4 %
BMP (Butter Milk Powder)	2.446	-11,9 %
BUTTER 82%	4.263	+4,5 %
RENNET CASEIN	9.717	-2,6 %
CHEDDAR	4.395	+0,2 %
LACTOSE	959	+4,4 %
MPC (Milk Protein Concentrate)	n.a.	-
SMP (Skim. milk Powder)	2.514	-0,8 %
SWP (Sweet Whey Powder)	n.a.	-
WMP (Whole milk Powder)	2.820	+2,1 %

Next GlobalDairyTrade Event: April 21, 2020

ITALY: Import/Export as of December 31, 2019

Exports of G.Padano + P.Reggiano:	+2,14 %
Exports of Gorgonzola:	+3,79 %
Exports of Grated cheese:	+8,94 %

Imports of Full-fat bulk milk:	+11,09 %
Imports of Packed semi-skimmed milk:	-12,04 %

Next Update: April 17, 2020

December 2019: Quarterly Macroeconomic Outlook
Macroeconomic Outlook edited by the Research Department of Intesa Sanpaolo Group, Italy

a new project: Sistema Stalla

Performance and Competitiveness of Italian Dairy Farms

CLAL focus on: Nonno Nanni Lactose Free Line

Name:: Nonno Nanni Lactose Free Line

Company:: Latteria Montello S.p.A.
Headquarter and production site:: Italy - Giavera del Montello (TV

Products:: Nonno Nanni Fresh Cheeses

Nonno Nanni knows how to tempt the palates of the whole family, and even those who are lactose intolerant or sensitive, with its lactose free range of products.

Lactose Free Fresco Spalmabile, Robiola, Cow's Milk Caprino and Mascarpone are the new products that Nonno Nanni makes available to all those people who have never been able to savour the goodness of his cheeses because they are intolerant to or have difficulty digesting lactose.

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CLAL for Tech

Clal opens up a showcase for innovative technological products. Each product is linked with a technical sheet and a Company profile.

Agricultural Market Feed

IT, Milan: Italian Sorghum price	In aumento	+1,06%
IT, Milan: Italian Corn price	In aumento	+1,09%
IT, Milan: Italian Soybeans flour price	In aumento	+1,78%
IT, Milan: Foreign soybeans price	In aumento	+2,31%
IT, Milan: Italian higher common wheat price	In aumento	+0,89%
IT, Milan: Hard wheat (North Italy) price	In aumento	+1,05%
IT, Milan: pressed lucerne hay price	In aumento	+2,08%
IT, Milan: Bran price	In aumento	+6,43%
IT, Milan: EU barley price	In aumento	+0,50%
IT, Milan: Italian soybeans price	In aumento	+2,34%
US: Wheat Price	In aumento	+0,21%
US: Maize price	In calo	-0,26%

Information Note

Market News evidences only the changes; should no price change or no quotation take place, any mention will be made.
The change/variation concerning PRODUCTION/OUTPUT quantity refers to the same period of the previous year.
The change/variation concerning STOCK quantity refers to the previous month.
The change/variation of price refers to PRICES expressed in local currency (for both EU and the World). The change refers to the previous week/month/year, as the case may be. In the case of dual-listed (min and max), changes are calculated using the MAX PRICE.

Feed Cost

Weight of the Protein Component	49%
Simulated Feed Ration (vs prev month)	0.00%
Milk:Feed Ratio	1.52

Prices of Fertilizers

I - Modena, Triple superphosphate granular 46%	In calo	389	€/ton	-3,95%
I - Modena, Ammonium nitrate prilled 26%	In calo	257	€/ton	-1,15%
I - Modena, Urea prilled 46%	Stabile	393	€/ton	0.00%