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

US: Cow's milk production	In aumento	+1,30%
Malaysia: Palm oil price	In calo	-0,45%
Russia: Farm gate milk price	In aumento	+2,35%
New Zealand: Milk Production	In calo	-2,61%
Argentina: Milk delivery	In aumento	+1,27%
Ukraine: Milk production	In calo	-5,03%

Europe

Germany: Skim Milk Powder (Adpi - SMP) price	In aumento	+1,40%
DE, Kempten: "Markenbutter" price	In aumento	+0,70%
Netherlands: Skim Milk Powder feed price	In aumento	+1,67%
Netherlands: Skim Milk Powder (Adpi-SMP) price	In aumento	+1,61%
Netherlands: Whey Powder feed price	In aumento	+1,47%
France: Butter 82% price	In calo	-0,53%

Italy

IT,Reggio Emilia: Parmig. Regg. (24 months) price	In calo	-0,82%
IT, Verona: foreign Skim Spot milk price	In aumento	+3,57%
IT, Verona: foreign Whole Spot milk price	In aumento	+2,33%
IT, Milan: Spot Milk price from France	In aumento	+2,44%
IT, Milan: Spot Milk price from Germany	In aumento	+2,33%
IT, Milan: foreign Spot Milk 0,03% price	In aumento	+7,41%

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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Sep 2019 on Jan-Sep 2018
EU-28	+0,4% +433	+16,8% +69	+12,5% +1.859	+1,0% +1.155	-2.512
New Zealand	-0,5% -69	+18,3% +21	+12,7% +1.465	+2,7% +34	-1.546
USA	+0,2% +135	+7,2% +86	-7,2% -619	+2,0% +1.349	-509
Belarus	-0,1% -6	-0,0% -0	+10,4% +277	+0,5% +10	-293
Australia	-8,2% -535	+3,4% +31	-11,0% -308	+0,3% +13	-209
Uruguay	-6,0% -91	-0,5% -0	+6,3% +63	0% 0	-155
Argentina	-3,2% -238	+1,7% +1	-31,2% -284	+2,7% +150	-103
Ukraine	-3,7% -296	+51,6% +48	+0,1% +0	+1,7% +107	-355
Chile	-2,6% -39	+49,0% +4	-11,0% -5	-3,0% -12	-19
TOTAL	*-0,3%* -708	*+9,1%* +259	*+5,7%* +2.447	*+1,4%* +2.806	-5.701
* 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 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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
EU-28	+0,8% +1.321	+0,1% +1	-0,7% -147	+0,2% +335	+1.133
New Zealand	+2,3% +487	+6,9% +10	-2,2% -399	+1,2% +20	+876
USA	+1,0% +929	-8,9% -163	+14,3% +1.397	+1,5% +1.271	-1.903
Belarus	+0,3% +24	-5,3% -4	+6,4% +230	-6,7% -184	-25
Australia	-0,3% -25	-7,2% -93	-0,2% -8	+2,5% +167	-277
Uruguay	+7,2% +143	-2,0% -1	+22,6% +284	0% 0	-142
Argentina	+4,3% +412	-6,1% -3	+26,6% +306	+7,9% +547	-444
Ukraine	-1,8% -183	+41,6% +40	-15,9% -71	-2,0% -166	+94
Chile	+2,8% +61	+1,2% +0	-0,3% -0	+1,5% +8	+54
TOTAL	*+1,0%* +3.169	*-5,2%* -213	*+2,7%* +1.591	*+0,8%* +1.999	-634
* 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 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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Jun 2019 on Jan-Jun 2018
EU-28	+0,6% +5	+72,1% +1	+32,2% +125	-10,2% -50	-69
USA	-3,7% -21	-43,3% -0	-14,8% -57	+10,0% +19	+17
New Zealand	+4,9% +10	+15,5% +0	+7,7% +14	0% 0	-4
Australia	-32,5% -24	+2,5% +0	-4,3% -3	+4,2% +1	-22
TOTAL	*-1,8%* -30	*+13,8%* +2	*+7,6%* +79	*-4,3%* -31	-77
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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
EU-28	+0,8% +12	+41,1% +1	+4,7% +37	+13,9% +120	-144
USA	-1,1% -11	-7,6% -0	+17,6% +107	-12,9% -55	-63
New Zealand	-3,2% -13	+35,7% +1	-10,7% -43	0% 0	+31
Australia	+7,4% +14	+59,4% +5	-1,4% -2	+4,3% +2	+19
TOTAL	*+0,1%* +2	*+46,3%* +6	*+5,1%* +99	*+5,0%* +67	-158
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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Jun 2019 on Jan-Jun 2018
New Zealand	+18,8% +130	-10,3% -0	+20,5% +137	+9,1% +1	-8
EU-28	-1,4% -6	+606,7% +4	-22,1% -41	+6,5% +14	+25
Australia	-50,4% -15	+20,8% +3	-31,8% -11	+5,7% +1	-3
USA	+2,5% +1	+43,8% +2	-37,1% -9	-17,3% -5	+17
TOTAL	*+9,4%* +111	*+42,5%* +8	*+8,4%* +77	*+4,3%* +12	+31
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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
New Zealand	+2,9% +40	+1,5% +0	+2,0% +27	0% 0	+13
EU-28	-2,2% -18	+8,8% +0	-15,0% -59	+10,2% +40	+1
Australia	-18,2% -14	+1,1% +0	+0,5% +0	+9,4% +3	-17
USA	+17,4% +10	-60,6% -14	+76,4% +21	+4,0% +2	-27
TOTAL	*+0,8%* +18	*-24,3%* -13	*-0,6%* -11	*+9,0%* +45	-29
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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Jun 2019 on Jan-Jun 2018
New Zealand	+7,6% +21	+210,5% +0	+5,6% +13	+3,6% +0	+8
EU-28	+3,3% +37	+80,3% +4	+0,7% +1	+1,2% +13	+29
USA	-2,1% -10	+44,4% +10	-28,3% -7	+4,3% +19	-11
Australia	-43,1% -11	-11,4% -2	+50,7% +4	-6,0% -2	-15
TOTAL	*+2,0%* +38	*+25,6%* +13	*+3,0%* +11	*+2,0%* +30	+10
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*	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	+0,7% +16	+35,7% +5	-7,6% -13	+0,4% +8	+26
USA	+2,4% +20	+31,8% +14	+51,5% +18	+1,5% +13	+3
Australia	-9,9% -6	+17,5% +6	+1,4% +0	+2,8% +2	-2
TOTAL	*+1,0%* +35	*+26,9%* +25	*+4,1%* +27	*+0,8%* +23	+10
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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Jun 2019 on Jan-Jun 2018
EU-28	+0,0% +1	+3,0% +1	+0,9% +4	+1,4% +63	-65
USA	+0,7% +20	+0,9% +1	+4,7% +9	+3,2% +91	-79
New Zealand	+8,1% +15	-7,4% -0	+6,9% +11	+2,1% +1	+3
Australia	-2,2% -4	-7,3% -4	-6,9% -6	+4,1% +6	-8
TOTAL	*+0,4%* +32	*-1,7%* -3	*+2,1%* +18	*+2,2%* +160	-149
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*	Balance Δ(P+I-E-C)
Main Players, changes Jan-Dec 2018 on Jan-Dec 2017
EU-28	+0,8% +77	-0,8% -0	+0,5% +4	+0,8% +68	+5
USA	+3,0% +174	-4,0% -7	+2,4% +8	+3,2% +175	-16
New Zealand	+0,2% +1	+2,2% +0	-6,1% -21	+4,3% +2	+20
Australia	+5,5% +19	-15,2% -18	+0,4% +1	+0,7% +2	-1
TOTAL	*+1,7%* +272	*-6,8%* -25	*-0,5%* -8	*+1,7%* +247	+7
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 (2019-11-15)		OCEANIA (2019-11-08)		EU¹ (2019-11-20)		GDT² (2019-11-19)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	4.167	-6,2%	3.550	-5,0%	3.468	+0,0%	3.678	+7,1%
BUTTER	4.558	+1,5%	4.163	+0,6%	4.043	+1,3%	4.050	-1,0%
SMP	2.668	+3,0%	2.925	+5,4%	2.814	+2,0%	2.977	+2,8%
WMP	3.913	+2,0%	3.263	+2,8%	3.395	+1,6%	3.309	+2,1%
WHEY POWDER	667	0,0%			997	+0,6%
MILK (US$/100Kg)	42,55	+2,1%	32,31	+2,1%	37,99	+0,4%
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 (2019-11-15)		OCEANIA (1573167600)		EU¹ (2019-11-20)		GDT² (2019-11-19)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	3.789	-5,5%	3.205	-4,6%	3.143	+0,0%	3.325	+8,0%
BUTTER	4.145	+2,2%	3.758	+1,1%	3.650	+0,7%	3.662	-0,1%
SMP	2.426	+3,7%	2.641	+5,9%	2.540	+1,4%	2.691	+3,7%
WMP	3.558	+2,8%	2.945	+3,2%	3.065	+1,0%	2.992	+3,0%
WHEY POWDER	606	+0,7%			900	0,0%
MILK (€/100Kg)	38,67	+3,3%	29,36	+3,2%	34,37	-0,1%
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	18 Nov 2019	+1,2%	-2,5%
▸ farm-gate	EU (13 country)	Oct 2019	+0,9%	+0,5%
▸ farm-gate	USA	Sep 2019	+3,3%	+21,0%
PDO cheeses…
▸ hard	Italy	18 Nov 2019	-0,7%	+1,0%
▸ semi-hard	Italy	18 Nov 2019	+0,8%	+5,3%
▸ fresh	Italy	18 Nov 2019	0,0%	+6,0%
Cheeses	Germany and Oceania	20 Nov 2019	-5,1%	+3,7%
Butter	Italy, Germany and Oceania	20 Nov 2019	+1,1%	-13,5%
SMP (Skimmed Milk Powder)	Germany, Oceania and USA	20 Nov 2019	+2,8%	+50,3%
Whey powder	Germany and USA	20 Nov 2019	+1,1%	-20,6%
Corn	Italy and USA	12 Nov 2019	-1,0%	+4,6%
Soybeans	Italy and USA	12 Nov 2019	+0,8%	+1,4%
Oil	Europe	15 Nov 2019	+0,3%	-5,5%
Retail price
PDO hard cheeses	Italy	Sep 2019	-0,7%	+8,9%
Fresh cheeses	Italy	Sep 2019	-1,5%	+2,2%
Butter	Italy	Sep 2019	-3,8%	-4,5%

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: -0,2% (Jan'19 - Oct'19)

Dairy Products Production in some Key Exporting Countries

Milk Powders (WMP and SMP), Butter and Cheese Exports of the main Exporting countries +7,59% (Aug'19 - Sep'19)

BUTTER Stocks
· US Stocks: Sep 30, 2019 137.045 tons (-0,7% on Aug 31, 2019; +7,0% on Sep, 2018)
· EU-28

- Public Stocks: Aug 31, 2019 0 tons (+0,0% on Jul 31, 2019; +0,0% on Aug, 2018)
- Consumption (Production + Import - Export): Sep 30,2019: 148.933 tons (-0,4% on Aug 31, 2019; -2,2% on Sep, 2018)

SMP Stocks
· US Stocks: Sep 30, 2019 115.240 tons (-5,8% on Aug 31, 2019; -2,9% on Sep, 2018)
· EU-28
- Public Stocks: Aug 31, 2019 0 tons (-100,0% on Jul 31, 2019; -100,0% on Aug, 2018)
- Consumption (Production + Import - Export): Sep 30,2019 30.134 tons (-12,9% on Aug 31, 2019; -35,6% on Sep, 2018)

CHEESE Stocks
· US Stocks: Sep 30, 2019 621.056 tons (+0,5% on Aug 31, 2019; -0,8% on Sep, 2018)
· EU-28
Consumption (Production + Import - Export): Sep 30,2019 0 tons (-12,9% on Aug 31, 2019; -35,6% on Sep, 2018)
· ITALY

Grana Padano Stocks:
- Marked PDO: Aug 31, 2019 1.674.730 number of wheels (-2,4% on 31 Jul 2019; -1,1% on Aug, 2018)
- Total: Aug 31, 2019 5.714.039 number of wheels (-0,9% on 31 Jul 2019; +1,7% on Aug, 2018)

DRY WHEY Stocks
· US Stock: Sep 30, 2019 35.953 tons (+9,8% rispetto a Aug 31, 2019; +14,0% rispetto a Sep, 2018)

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.

▸ Mexico SMP Import: -20,6% (Aug '19) **
▸ Russia Butter Import: +17,5% (Sep '19) **
▸ Argentina WMP Export: -26,7% (Sep '19) **
▸ Australia WMP Export: -35,9% (Sep '19) **

Show/Hide all ALERT

▸ Malaysia Cream Import: +56,0% (Aug '19) **
▸ Australia Bulk and Packed Milk Export: +16,8% (Sep '19) **
▸ Belarus Cheese Export: +15,9% (Sep '19) **
▸ Australia SMP Export: -43,7% (Sep '19) **
▸ France SMP Export: +36,9% (Sep '19) **
▸ Belarus Cream Import: +51,3% (Sep '19) **
▸ Belarus Milk in packings of > 2 L Export: -78,4% (Sep '19) **
▸ EU-28 Milk in packings of > 2 L Export: -13,8% (Sep '19) **
▸ EU-28 Butter Export: +75,6% (Sep '19) **
▸ Mexico Cheese Import: -54,0% (Aug '19) **
▸ EU-28 Milk in packings of <= 2 L Export: +33,1% (Sep '19) **

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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Prices of SMP and WMP shifted higher [News South America n°14/2019]
Period: October 28 – November 8, 2019 After reaching the peak of the spring flush, farm milk production is generally stable. Over the ... read
The demand of WMP supports the prices [News Oceania n°21/2019]
Period: October 28 – November 25, 2019 Australia-4.5% milk production September y-o-y In Australia, milk production of September 2019 ... read
Argentina encourages consumption: 0% VAT on liquid milk and yogurt [News Sud America n°13/2019]
Farm milk production continues going up in South America, coming close to the peak of the year. Milkfat and protein components in the milk ... read

GlobalDairyTrade results of November 19, 2019

Change in Price Index from Previous Event: +1,7 %
Average Winning Price: 3.481 US$ / Ton

	Average price USD / Ton	Change
AMF (Anhydrous Milk Fat)	5.108	-1,5 %
BMP (Butter Milk Powder)	n.a.	-
BUTTER 82%	4.061	-1,3 %
RENNET CASEIN	7.668	+5,6 %
CHEDDAR	3.701	+2,5 %
LACTOSE	775	+1,3 %
MPC (Milk Protein Concentrate)	n.a.	-
SMP (Skim. milk Powder)	3.017	+3,3 %
SWP (Sweet Whey Powder)	n.a.	-
WMP (Whole milk Powder)	3.321	+2,2 %

Next GlobalDairyTrade Event: December 03, 2019

ITALY: Import/Export as of August 31, 2019

Exports of G.Padano + P.Reggiano:	+4,30 %
Exports of Gorgonzola:	+3,51 %
Exports of Grated cheese:	+7,55 %

Imports of Full-fat bulk milk:	+14,08 %
Imports of Packed semi-skimmed milk:	-16,26 %

Next Update: December 11, 2019

September 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: Provolone cheese mild flavour

Name:: Provolone cheese mild flavour

Company:: Caseificio Albiero
Base:: Montorso Vicentino (VI)
Establishment year:: 1938

Products:: Provolone, Asiago, Montasio, Grana Padano, Parmigiano Reggiano, Pecorino Romano, Pecorino Sardo and more specialities

Semi-hard shredded and reprocessed curd cheese produced with full cow's milk.
Cheese is produced following traditional method that includes next procedure: milk treatment, coagulation, ripening and spinning, molding, salting, drying and seasoning. An enzyme is added to the milk before heat treatment that breaks down lactose into glucose and galactose (lactose free milk).

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Agricultural Market Feed

IT, Milan: Italian Soybeans flour price	In aumento	+1,50%
IT, Milan: Bran price	In aumento	+5,83%
IT, Milan: EU barley price	In aumento	+1,08%
US: Maize price	In calo	-3,31%
US: Wheat Price	In calo	-2,07%
US: Soybeans Price	In aumento	+1,58%

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	45%
Simulated Feed Ration (vs prev month)	+0.06%
Milk:Feed Ratio	1.80

Prices of Fertilizers

I - Modena, Triple superphosphate granular 46%	Stabile	424	€/ton	0.00%
I - Modena, Ammonium nitrate prilled 26%	Stabile	267	€/ton	0.00%
I - Modena, Urea prilled 46%	Stabile	393	€/ton	0.00%