CLAL - Advisory in Dairy and Food Product

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China: recovery after lockdown and trade agreements with the U.S.

This edition of CLAL Lens aims to quantify:

the recovery of China’s imports after the lockdown implemented to face the spread of Coronavirus, and
the effect of the recent trade agreements with the United States

The information is reported both in terms of volumes and value, 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...

visit the page »« back to main chart

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Market News

World

Chile: Farm gate milk price	In aumento	+0,11%
Chile: Milk Delivery	In aumento	+3,60%
Japan: Caseins price	In aumento	+1,63%
Japan: Farm gate milk price	In calo	-2,06%
US: Cheese 40# Blocks price	In aumento	+7,11%
US: Butter, Grade AA price	In aumento	+14,97%

Europe

Poland: Butter price (82%)	In aumento	+0,06%
DE, Bavaria: Farm gate milk price	In aumento	+0,56%
Netherlands: Skim Milk Powder (Adpi-SMP) price	In aumento	+0,42%
Netherlands: Whole Milk Powder (WMP) price	In aumento	+1,35%
Netherlands: Butter price (82%)	In aumento	+3,29%
Netherlands: Whey Powder feed price	In aumento	+1,10%

Italy

IT, Verona: foreign Whole Spot Milk price	In calo	-2,67%
IT, Verona: Spot milk price	In calo	-2,70%
IT, Verona: foreign Skim Spot Milk price	In calo	-4,55%
IT, Milan: foreign Spot Milk 0,03% price	In calo	-4,35%
IT, Milan: Spot milk price	In calo	-1,39%
IT, Milan: Spot Milk price from Germany	In calo	-1,33%

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-Dec 2020 on Jan-Dec 2019
EU-28	+1,6% +2.520	-10,3% -67	-2,3% -491	+0,3% +487	+2.456
New Zealand	+0,4% +84	+4,3% +8	-1,5% -285	+0,6% +10	+367
USA	+2,2% +2.168	-2,4% -43	+10,9% +1.204	+1,2% +1.091	-170
Belarus	+5,0% +372	+14,9% +11	+8,1% +325	-1,5% -40	+98
Australia	+2,8% +251	+5,9% +76	-2,1% -70	+2,7% +178	+219
Argentina	+7,4% +738	-66,4% -26	+31,8% +367	+5,3% +333	+11
Uruguay	+5,8% +117	+34,8% +14	+1,0% +15	0% 0	+117
Ukraine	-4,2% -401	+103,8% +235	-23,2% -89	-3,8% -317	+241
Chile	+6,1% +135	+28,3% +159	-10,9% -18	+12,7% +70	+241
TOTAL	*+1,9%* +5.983	*+7,6%* +366	*+1,5%* +958	*+0,7%* +1.811	+3.580
Last update: 2021-02-17 (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
EU-28	+0,4% +706	+15,6% +88	+9,2% +1.837	+0,1% +160	-1.203
New Zealand	-0,7% -160	+26,4% +40	+9,0% +1.587	+0,3% +5	-1.712
USA	+0,4% +396	+4,2% +71	-0,6% -65	+1,2% +1.108	-576
Belarus	+0,7% +49	+1,9% +1	+5,0% +190	+6,9% +176	-316
Australia	-6,4% -606	+6,3% +76	-11,6% -447	-2,8% -189	+106
Argentina	-1,8% -177	-4,8% -2	-20,8% -303	+4,1% +245	-121
Uruguay	-4,5% -96	-0,4% -0	-3,4% -52	0% 0	-44
Ukraine	-4,1% -410	+64,7% +89	-2,5% -10	+2,8% +226	-537
Chile	-1,4% -31	-14,7% -96	-2,3% -4	+7,6% +39	-162
TOTAL	*-0,1%* -329	*+5,9%* +267	*+4,6%* +2.734	*+0,7%* +1.771	-4.566
Last update: 2021-02-17 (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 2020 on Jan-Sep 2019
EU-28	+2,5% +29	-62,3% -3	-14,9% -113	0% 0	+139
USA	+3,9% +32	+39,3% +0	+25,0% +124	-25,1% -80	-12
New Zealand	+1,5% +4	+144,2% +3	-4,8% -12	+57,1% +3	+17
Australia	-13,6% -12	+15,8% +2	+2,3% +2	-2,2% -1	-12
TOTAL	*+2,3%* +53	*+11,7%* +2	*+0,0%* +0	*-7,8%* -77	+132
Last update: 2021-01-13 (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 2019 on Jan-Dec 2018
EU-28	-1,0% -15	+62,2% +2	+17,8% +146	-15,0% -148	-11
USA	+3,7% +39	-56,0% -1	-1,5% -11	+14,4% +53	-4
New Zealand	-8,8% -36	+47,6% +1	+4,1% +15	+40,0% +2	-51
Australia	-25,5% -51	+14,3% +2	-17,7% -27	-6,3% -3	-19
TOTAL	*-2,0%* -63	*+22,6%* +5	*+6,0%* +122	*-6,8%* -96	-85
Last update: 2021-01-13 (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 2020 on Jan-Sep 2019
New Zealand	-0,3% -3	-54,4% -2	-0,9% -10	-10,0% -2	+7
EU-28	+0,6% +4	-89,5% -4	+15,3% +35	-5,7% -21	-14
USA	-11,6% -6	+105,9% +10	+0,1% +0	+6,5% +2	+2
Australia	+50,6% +11	+38,7% +10	-19,3% -6	+21,2% +5	+22
TOTAL	*+0,4%* +6	*+33,7%* +14	*+1,5%* +19	*-3,4%* -15	+16
Last update: 2021-01-13 (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 2019 on Jan-Dec 2018
New Zealand	+2,6% +38	+108,9% +2	+12,2% +167	0% 0	-126
EU-28	+1,9% +15	+194,6% +3	-10,9% -36	+12,5% +54	+1
USA	-2,2% -1	+62,4% +5	-18,4% -9	-9,8% -5	+18
Australia	-40,3% -25	+31,8% +9	-24,0% -13	-5,7% -2	-1
TOTAL	*+1,1%* +26	*+48,8%* +20	*+6,0%* +108	*+8,7%* +47	-109
Last update: 2021-01-13 (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 2020 on Jan-Sep 2019
New Zealand	-7,7% -28	-31,0% -0	-7,7% -25	+3,4% +1	-4
EU-28	+2,0% +34	-76,8% -9	+36,5% +54	-0,2% -3	-26
USA	+6,4% +43	+4,4% +2	-17,2% -4	+5,1% +36	+14
Australia	+16,8% +4	+12,9% +3	-25,9% -4	+3,4% +2	+10
TOTAL	*+1,9%* +53	*-4,4%* -4	*+4,1%* +21	*+1,5%* +35	-7
Last update: 2021-01-13 (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 2019 on Jan-Dec 2018
New Zealand	-4,6% -25	+35,6% +0	+1,7% +8	0% 0	-33
EU-28	+4,1% +90	-35,1% -7	+35,7% +57	+1,3% +27	-1
USA	+1,3% +12	+17,4% +10	-36,6% -19	+4,7% +42	-1
Australia	-23,4% -12	-3,1% -1	+6,8% +1	-9,2% -6	-8
TOTAL	*+1,7%* +64	*+1,6%* +2	*+6,8%* +46	*+2,1%* +63	-43
Last update: 2021-01-13 (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 2020 on Jan-Sep 2019
EU-28	+1,8% +127	-2,8% -1	+7,4% +48	+0,9% +62	+16
USA	+0,5% +22	-11,1% -15	+2,4% +7	+0,3% +11	-10
New Zealand	-10,1% -26	-20,2% -2	-6,2% -15	0% 0	-13
Australia	+4,3% +11	-1,9% -1	-4,0% -5	+2,7% +6	+8
TOTAL	*+1,1%* +135	*-7,4%* -19	*+2,7%* +35	*+0,7%* +80	+1
Last update: 2021-01-13 (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 2019 on Jan-Dec 2018
EU-28	+1,0% +95	+7,1% +4	+5,6% +47	+0,4% +39	+14
USA	+0,8% +45	+2,4% +4	+3,4% +12	+1,4% +77	-39
New Zealand	-1,5% -5	+9,0% +1	+4,0% +13	0% 0	-17
Australia	-0,7% -3	-1,5% -1	-7,0% -12	+1,4% +4	+4
TOTAL	*+0,8%* +132	*+2,3%* +8	*+3,5%* +59	*+0,8%* +120	-39
Last update: 2021-01-13 (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 (2021-03-05)		OCEANIA (2021-02-19)		EU¹ (2021-03-03)		GDT² (2021-03-02)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	3.820	+7,1%	4.275	+2,1%	3.224	+1,0%	4.270	+0,4%
BUTTER	3.726	+15,0%	5.063	+3,1%	4.661	+3,0%	5.950	+16,1%
SMP	2.458	-1,8%	3.225	+1,6%	2.899	-0,9%	3.225	+2,2%
WMP	3.660	+0,6%	3.600	+6,3%	3.620	-0,3%	4.338	+20,1%
WHEY POWDER	1.152	+0,5%			1.185	+1,6%
MILK (US$/100Kg)	38,58	-5,4%	37,73	+3,3%	42,72	+2,5%
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 (2021-03-05)		OCEANIA (1613689200)		EU¹ (2021-03-03)		GDT² (2021-03-02)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	3.174	+8,8%	3.522	+0,8%	3.224	+1,0%	3.543	+1,1%
BUTTER	3.096	+16,8%	4.170	+1,7%	3.875	+4,0%	4.937	+16,9%
SMP	2.028	-1,6%	2.657	+0,3%	2.410	0,0%	2.676	+2,8%
WMP	3.019	+0,8%	2.966	+4,9%	3.010	+0,7%	3.599	+20,8%
WHEY POWDER	950	+0,6%			985	+2,6%
MILK (€/100Kg)	31,70	-5,4%	31,00	+0,5%	35,10	-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	8 Mar 2021	-1,8%	+1,0%
▸ farm-gate	EU (13 country)	Jan 2021	+0,6%	-1,1%
▸ farm-gate	USA	Jan 2021	-5,4%	-18,6%
PDO cheeses…
▸ hard	Italy	8 Mar 2021	-0,2%	+13,3%
▸ semi-hard	Italy	8 Mar 2021	0,0%	-0,3%
▸ fresh	Italy	8 Mar 2021	0,0%	0,0%
Cheeses	Germany and Oceania	3 Mar 2021	+0,2%	-4,7%
Butter	Italy, Germany and Oceania	8 Mar 2021	+3,3%	+10,1%
SMP (Skimmed Milk Powder)	Germany, Oceania and USA	3 Mar 2021	-0,2%	-5,8%
Whey powder	Germany and USA	3 Mar 2021	+0,6%	+28,6%
Corn	Italy and USA	2 Mar 2021	+2,4%	+17,8%
Soybeans	Italy and USA	2 Mar 2021	+1,9%	+32,5%
Oil	Europe	26 Feb 2021	+2,9%	+21,3%
Retail price
PDO hard cheeses	Italy	Jan 2021	+6,5%	-0,5%
Fresh cheeses	Italy	Jan 2021	+0,7%	-1,0%
Butter	Italy	Jan 2021	-0,1%	-4,9%

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: +1,5% (Jan 2021)

Dairy Products Production in some Key Exporting Countries

Milk Powders (WMP and SMP), Butter and Cheese Exports of the main Exporting countries -0,76% (Nov'20 - Dec'20)

BUTTER Stocks
· US Stocks: Jan 31, 2021 148.977 tons (+20.0% on Dec 31, 2020; +32.8% on Jan, 2020)
· EU-28

- Public Stocks: Dec 31, 2020 0 tons (-100.0% on Nov 30, 2020; 0.0% on Dec, 2019)
- Consumption (Production + Import - Export): Dec 31,2020: 171.832 tons (+2,2% on Nov 30, 2020; +4,6% on Dec, 2019)

SMP Stocks
· US Stocks: Jan 31, 2021 138.466 tons (+7.8% on Dec 31, 2020; +8.8% on Jan, 2020)
· EU-28
- Public Stocks: Dec 31, 2020 0 tons (-100.0% on Nov 30, 2020; 0.0% on Dec, 2019)
- Consumption (Production + Import - Export): Dec 31,2020 67.612 tons (+68,3% on Nov 30, 2020; -7,5% on Dec, 2019)

CHEESE Stocks
· US Stocks: Jan 31, 2021 634.344 tons (+0.2% on Dec 31, 2020; +3.3% on Jan, 2020)
· EU-28
Consumption (Production + Import - Export): Dec 31,2020 0 tons (+68,3% on Nov 30, 2020; -7,5% on Dec, 2019)
· ITALY

Grana Padano Stocks:
- Marked PDO: Jan 31, 2021 1.933.113 number of wheels (+10,3% on 31 Dec 2020; +12,7% on Jan, 2020)
- Total: Jan 31, 2021 5.683.147 number of wheels (+2,9% on 31 Dec 2020; +4,2% on Jan, 2020)

DRY WHEY Stocks
· US Stock: Jan 31, 2021 30.577 tons (+2.8% rispetto a Dec 31, 2020; +7.1% rispetto a Jan, 2020)

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.

▸ Australia Butter Export: +281,1% (Jan '21) **
▸ United States Butter Export: +39,5% (Jan '21) **
▸ Australia WMP Export: -26,8% (Jan '21) **
▸ Argentina Cheese Export: +52,2% (Jan '21) **

Show/Hide all ALERT

▸ Australia Bulk and Packed Milk Export: +36,3% (Jan '21) **
▸ United States Butter Import: -27,8% (Jan '21) **
▸ Argentina WMP Export: +64,3% (Jan '21) **
▸ Australia Cream Export: +90,6% (Jan '21) **
▸ United States Cream Import: -31,1% (Jan '21) **

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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Milk Production and Prices: the impact of summer weather [The Austral - February 2021]
The Austral news concentrates the latest information on the dairy market in South America and Oceania. South America: Summer weather affects... read
Corn and Soybean: prices and market updates | February 2021 [VIDEO]
Corn and Soybean prices remain high in the major markets. Chinese imports of Corn could triple this year, while for the United States a ... read
Corn and Soybean: prices and market updates | January 2021
2021 began with an increase in Corn and Soybean prices in the main global markets. Michele of the CLAL.it and TESEO Team describes the ... read

GlobalDairyTrade results of March 02, 2021

Change in Price Index from Previous Event: +15,0 %
Average Winning Price: 4.231 US$ / Ton

	Average price USD / Ton	Change
AMF (Anhydrous Milk Fat)	5.929	+7,4 %
BMP (Butter Milk Powder)	3.144	-0,3 %
BUTTER 82%	5.826	+13,7 %
RENNET CASEIN	n.a.	-
CHEDDAR	4.280	+1,3 %
LACTOSE	1.278	+4,9 %
MPC (Milk Protein Concentrate)	n.a.	-
SMP (Skim. milk Powder)	3.302	+3,5 %
SWP (Sweet Whey Powder)	n.a.	-
WMP (Whole milk Powder)	4.364	+21,0 %

Next GlobalDairyTrade Event: March 16, 2021

ITALY: Import/Export as of November 30, 2020

Exports of G.Padano + P.Reggiano:	+0,64 %
Exports of Gorgonzola:	+2,87 %
Exports of Grated cheese:	+4,25 %

Imports of Full-fat bulk milk:	-24,45 %
Imports of Packed semi-skimmed milk:	-2,95 %

Next Update: March 11, 2021

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: Belsagio Mezzano

Name:: Belsagio Mezzano

Company:: Sachsenmilch Leppersdorf GmbH
Base:: Leppersdorf (Germany)
Establishment year:: 1991

Products:: Naturally-matured cheese, cheese blocks and cubes, cheese slices and portions

Belsagio is a cheese which is matured ca. 12 weeks on spruce wood boards and has an intensive and irresistible taste.

Belsagio is a new cheese which was arisen from the cheese tradition, passion and experience of our cheese masters. They have produced a cheese with an incomparable taste which is close to the Italian cheese flavour. Belsagio is a new proposal for your counter to offer a unique taste through a high quality cheese.

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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: linseed cake price	In calo	-0,74%
IT, Milan: Hard wheat (Center Italy) price	In calo	-1,29%
IT, Milan: Hard wheat (North Italy) price	In calo	-1,33%
IT, Milan: Italian Soybeans flour price	In calo	-2,58%
IT, Milan: EU barley price	In calo	-0,43%
IT, Milan: Foreign soybeans price	In aumento	+1,55%
IT, Milan: Bran price	In aumento	+0,61%
IT, Milan: Italian soybeans price	In aumento	+0,96%

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	48%
Simulated Feed Ration (vs prev month)	-2.11%
Milk:Feed Ratio	1.19

Prices of Fertilizers

I - Modena, Triple superphosphate granular 46%	Stabile	356	€/ton	0.00%
I - Modena, Ammonium nitrate prilled 26%	In aumento	252	€/ton	+1,61%
I - Modena, Urea prilled 46%	Stabile	393	€/ton	0.00%