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...

visit the page »« back to main chart

Related Charts

Market News

World

US - Cheese 40# Blocks price	In aumento	+5,40%
US - Butter, Grade AA price	In calo	-4,12%
South America, Whole Milk Powder (WMP)	In aumento	+1,49%
South America, Skim Milk Powder (SMP)	In aumento	+0,93%
Oceania - Cheddar price	In calo	-0,63%
Oceania - Whole Milk Powder (WMP) price	In aumento	+0,77%

Europe

Western Europe - WMP price	In aumento	+0,79%
Western Europe - SMP price	In aumento	+4,95%
Hungary - Farm gate milk price	In aumento	+3,17%
D - Sweet Whey feed quality price	In aumento	+3,17%
D - Sweet Whey, food quality price	In aumento	+2,50%
D - Skim Milk Powder feed price	In aumento	+2,33%

Italy

I - Parma, Parmig.Regg. 30 months price	In calo	-0,71%
I - Parma, Parmig.Regg. 18 months price	In calo	-0,82%
I - Parma, Parmig.Regg. 24 months price	In calo	-0,77%
I - Parma, Parmig.Regg. 15 months price	In calo	-0,89%
I - Mantua,Grana Padano 14-16 mo. price	In calo	-0,58%
I - Mantua,Grana Padano 10 months price	In calo	-0,63%

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-Jul 2019 on Jan-Jul 2018
EU-28	+0,3% +272	+20,0% +64	+11,2% +1.315	+0,5% +430	-1.407
New Zealand	-0,7% -62	+5,4% +5	+11,2% +1.158	+2,2% +22	-1.237
USA	+0,0% +18	+3,6% +33	-9,5% -651	+2,1% +1.102	-401
Belarus	-0,5% -23	-0,6% -0	+12,9% +256	+0,5% +8	-287
Australia	-9,2% -447	+3,0% +22	-8,0% -179	-0,3% -11	-234
Uruguay	-7,2% -81	-6,7% -2	+8,5% +61	0% 0	-144
Argentina	-4,9% -269	+7,8% +2	-31,2% -209	+3,8% +166	-224
Ukraine	-3,5% -208	+45,5% +31	+10,7% +25	+1,6% +77	-279
Chile	-2,8% -32	+49,0% +3	-7,7% -3	+3,0% +9	-36
TOTAL	*-0,5%* -832	*+7,1%* +158	*+5,1%* +1.772	*+1,2%* +1.803	-4.250
* 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% +1.309	+0,1% +1	-0,5% -94	+0,6% +889	+515
New Zealand	+2,3% +487	+6,9% +10	-2,2% -399	+1,2% +20	+876
USA	+1,0% +929	-8,9% -163	+13,7% +1.341	+1,1% +990	-1.565
Belarus	+0,3% +24	-5,3% -4	+6,4% +230	-6,3% -176	-34
Australia	-0,3% -25	-7,2% -93	-0,2% -8	+1,1% +73	-182
Uruguay	+7,2% +143	-2,0% -1	+23,0% +289	0% 0	-147
Argentina	+4,3% +412	-6,1% -3	+26,6% +306	+8,3% +573	-469
Ukraine	-1,8% -183	+41,6% +40	-15,9% -71	-2,1% -175	+103
Chile	+2,8% +61	+1,2% +0	-0,3% -0	+3,1% +16	+46
TOTAL	*+1,0%* +3.157	*-5,2%* -213	*+2,7%* +1.592	*+0,8%* +2.209	-858
* 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	+0,7% +6	+72,1% +1	+30,6% +121	-10,2% -50	-64
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	*+7,1%* +74	*-4,3%* -31	-72
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	+0,6% +9	+41,1% +1	+5,3% +41	+13,9% +120	-152
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	*-0,0%* -2	*+46,3%* +6	*+5,3%* +104	*+5,0%* +67	-166
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	0% 0	-7
EU-28	-1,3% -5	+606,7% +4	-22,0% -41	-5,1% -11	+50
Australia	-50,4% -15	+20,8% +3	-31,8% -11	+5,7% +1	-3
USA	+2,5% +1	+43,8% +2	-37,1% -9	-27,3% -9	+21
TOTAL	*+9,4%* +111	*+42,5%* +8	*+8,4%* +77	*-6,9%* -19	+61
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	-2,0% -16	+8,8% +0	-14,9% -59	+6,1% +24	+19
Australia	-18,2% -14	+1,1% +0	+0,5% +0	+9,4% +3	-17
USA	+17,4% +10	-60,6% -14	+51,5% +14	+32,0% +16	-34
TOTAL	*+0,8%* +20	*-24,3%* -13	*-1,0%* -17	*+8,6%* +43	-19
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% +38	+80,3% +4	+0,6% +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%* +39	*+25,6%* +13	*+3,0%* +11	*+2,0%* +30	+11
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	*+4,2%* +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	-0,1% -3	+3,0% +1	+0,9% +4	+0,7% +31	-37
USA	+0,7% +20	+0,9% +1	+4,7% +9	+3,6% +101	-89
New Zealand	+8,1% +15	-7,4% -0	+6,9% +11	+4,2% +1	+2
Australia	-2,2% -4	-7,3% -4	-6,9% -6	+3,0% +5	-6
TOTAL	*+0,3%* +28	*-1,7%* -3	*+2,1%* +18	*+1,8%* +137	-129
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	+0,9% +83	-0,8% -0	+0,5% +4	+1,0% +89	-10
USA	+3,0% +174	-4,0% -7	+2,4% +8	+2,3% +129	+30
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	+1,7% +5	-4
TOTAL	*+1,7%* +278	*-6,8%* -25	*-0,5%* -8	*+1,5%* +225	+35
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 (2019-10-11)		OCEANIA (2019-10-11)		EU¹ (2019-10-09)		GDT² (2019-10-01)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	4.630	+5,4%	3.788	-1,6%	3.382	+0,4%	3.858	-2,3%
BUTTER	4.619	-4,1%	4.113	-2,1%	4.037	+0,8%	4.130	-0,8%
SMP	2.480	+0,9%	2.700	+0,9%	2.598	+2,8%	2.672	+2,8%
WMP	3.913	+0,9%	3.175	0,0%	3.318	+0,8%	3.115	-1,7%
WHEY POWDER	733	-3,6%			950	+3,2%
MILK (US$/100Kg)	41,67	+1,1%	31,64	-3,8%	37,17	-0,7%
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 (2019-10-11)		OCEANIA (1570744800)		EU¹ (2019-10-09)		GDT² (2019-10-01)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	4.197	+4,6%	3.430	-2,6%	3.080	0,0%	3.543	-1,0%
BUTTER	4.187	-4,8%	3.724	-3,0%	3.675	0,0%	3.793	+0,5%
SMP	2.246	+0,1%	2.445	-0,1%	2.365	+1,9%	2.454	+4,1%
WMP	3.544	+0,0%	2.875	-1,0%	3.020	0,0%	2.861	-0,4%
WHEY POWDER	664	-4,4%			865	+2,4%
MILK (€/100Kg)	37,45	+1,9%	28,44	-3,0%	33,78	+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

FOCUS Price Products € in real time

	Area	Last updated	± from prev. price	± from 1 year ago
Price / Quotation
Whole Milk…
▸ “SPOT”	Italy	7 Oct 2019	-0,1%	+4,8%
▸ farm-gate	EU (13 country)	Sep 2019	-0,2%	+1,8%
▸ farm-gate	USA	Aug 2019	+1,9%	+21,9%
PDO cheeses…
▸ hard	Italy	10 Oct 2019	-0,1%	+10,6%
▸ semi-hard	Italy	7 Oct 2019	-0,1%	+5,7%
▸ fresh	Italy	7 Oct 2019	0,0%	+7,0%
Cheeses	Germany and Oceania	11 Oct 2019	+4,2%	+8,3%
Butter	Italy, Germany and Oceania	11 Oct 2019	-1,1%	-18,9%
SMP (Skimmed Milk Powder)	Germany, Oceania and USA	11 Oct 2019	+1,9%	+44,5%
Whey powder	Germany and USA	11 Oct 2019	-0,8%	-16,9%
Corn	Italy and USA	8 Oct 2019	-2,5%	+4,9%
Soybeans	Italy and USA	8 Oct 2019	-0,5%	+1,1%
Oil	Europe	4 Oct 2019	-6,2%	-30,7%
Retail price
PDO hard cheeses	Italy	Aug 2019	+1,5%	+8,9%
Fresh cheeses	Italy	Aug 2019	+0,5%	+0,6%
Butter	Italy	Aug 2019	+0,8%	-2,8%

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: -0,4% (Jan'19 - Aug'19)

Dairy Products Production in some Key Exporting Countries

Milk Powders (WMP and SMP), Butter and Cheese Exports of the main Exporting countries -3,63% (Jun'19 - Jul'19)

BUTTER Stocks
· US Stocks: Aug 31, 2019 138.403 tons (-7,4% on Jul 31, 2019; +4,9% on Aug, 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): Jul 31,2019: 160.462 tons (-6,3% on Jun 30, 2019; +0,5% on Jul, 2018)

SMP Stocks
· US Stocks: Aug 31, 2019 122.385 tons (-6,5% on Jul 31, 2019; -3,8% on Aug, 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): Jul 31,2019 32.815 tons (-42,2% on Jun 30, 2019; -32,0% on Jul, 2018)

CHEESE Stocks
· US Stocks: Aug 31, 2019 618.289 tons (+0,1% on Jul 31, 2019; +0,2% on Aug, 2018)
· EU-28
Consumption (Production + Import - Export): Jul 31,2019 0 tons (-42,2% on Jun 30, 2019; -32,0% on Jul, 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: Aug 31, 2019 32.842 tons (+7,1% rispetto a Jul 31, 2019; -1,8% rispetto a Aug, 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.

▸ Belarus Cream Import: +143,3% (Aug '19) **
▸ Belarus Milk in packings of > 2 L Export: -89,1% (Aug '19) **
▸ United States Cream Import: -56,0% (Aug '19) **
▸ Australia Bulk and Packed Milk Export: +34,0% (Aug '19) **

Show/Hide all ALERT

▸ United States Butter Export: -48,0% (Aug '19) **
▸ Australia Butter Export: -37,5% (Aug '19) **
▸ Australia SMP Export: -51,6% (Aug '19) **
▸ Argentina WMP Export: -49,3% (Aug '19) **
▸ Belarus Cream Export: -27,5% (Aug '19) **
▸ Australia Cream Export: +48,9% (Aug '19) **
▸ Argentina Cheese Export: -32,9% (Aug '19) **
▸ Russia Butter Import: +20,7% (Aug '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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Milk production is improving [News South America n°11/2019]
Period: September 16 – 27, 2019 South America transitions from winter to spring season and milk production is generally improving. ... read
Weather and Water: the factors behind the milk production in Australia [News Oceania n°18/2019]
Period: September 16 – 27, 2019 Milk production in Australia depends on weather and water. There is some evidence of cows being moved ... read
China’s thirst for milk
What is the milk self-sufficiency rate in China? Do Chinese people have a sufficiently structured supply chain to meet the needs of domestic... read
September 2019: Quarterly Macroeconomic Outlook
Macroeconomic Outlook edited by the Research Department of Intesa Sanpaolo Group, Italy

GlobalDairyTrade results of October 01, 2019

Change in Price Index from Previous Event: +0,2 %
Average Winning Price: 3.306 US$ / Ton

	Average price USD / Ton	Change
AMF (Anhydrous Milk Fat)	4.997	0 %
BMP (Butter Milk Powder)	2.670	+6,7 %
BUTTER 82%	4.125	-0,2 %
RENNET CASEIN	6.683	+0,7 %
CHEDDAR	3.717	-3,4 %
LACTOSE	784	+1,8 %
MPC (Milk Protein Concentrate)	n.a.	-
SMP (Skim. milk Powder)	2.674	+2,7 %
SWP (Sweet Whey Powder)	n.a.	-
WMP (Whole milk Powder)	3.141	-0,2 %

Next GlobalDairyTrade Event: October 15, 2019

ITALY: Import/Export as of June 30, 2019

Exports of G.Padano + P.Reggiano:	+2,85 %
Exports of Gorgonzola:	+6,46 %
Exports of Grated cheese:	+9,42 %

Imports of Full-fat bulk milk:	+9,62 %
Imports of Packed semi-skimmed milk:	-17,83 %

Next Update: October 17, 2019

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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Agricultural Market Feed

I- Milan, linseed cake price	In calo	-1,28%
I - Milan, Hard wheat, Center Italy	In aumento	+1,89%
I - Milan, Hard wheat, North Italy	In aumento	+2,00%
I - Milan, Italian Corn price	In calo	-0,57%
I - Milan, Italian soybeans price	In calo	-0,58%
I - Milan EU barley price	In aumento	+1,13%
US - Soybeans Price	In calo	-1,91%
US - Maize price	In calo	-5,53%
US - Wheat Price	In calo	-3,76%

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)	-0.25%
Milk:Feed Ratio	1.80

Prices of Fertilizers

I - Modena, Triple superphosphate granular 46%	Stabile	433	€/ton	0.00%
I - Modena, Ammonium nitrate prilled 26%	Stabile	260	€/ton	0.00%
I - Modena, Urea prilled 46%	Stabile	393	€/ton	0.00%