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: Cheese 40# Blocks price	In aumento	+4,95%
US: Butter, Grade AA price	In calo	-2,08%
South America: Skim Milk Powder (SMP) price	In aumento	+1,61%
Oceania: Cheddar price	In aumento	+0,62%
Oceania: Whole Milk Powder (WMP) price	In aumento	+1,63%
Oceania: Skim Milk Powder (SMP) price	In aumento	+11,02%

Europe

Western Europe: Whey Powder Sweet price	In calo	-2,38%
Western Europe: SMP price	In aumento	+0,85%
Western Europe: Butter price (82%)	In aumento	+2,44%
Romania: Farm gate milk price	In aumento	+1,45%
Austria: Farm gate milk price	In aumento	+0,50%
Hungary: Farm gate milk price	In calo	-1,33%

Italy

IT, Mantua: Grana Padano PDO (14-16 months) price	In aumento	+0,61%
IT: Parmigiano Regg Production	In aumento	+4,81%
IT, Lombardy: Farm gate milk price	In calo	-1,23%
IT, Verona: foreign Whole Spot milk price	In calo	-3,70%
IT, Verona: Spot milk price	In calo	-6,82%
IT, Verona: foreign Skim Spot milk price	In aumento	+9,09%

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-Oct 2019 on Jan-Oct 2018
EU-28	+0,4% +508	+18,3% +84	+12,0% +2.008	+1,0% +1.284	-2.700
New Zealand	-1,0% -155	+25,0% +32	+12,3% +1.592	+2,7% +37	-1.752
USA	+0,3% +213	+7,1% +96	-5,4% -514	+2,0% +1.499	-676
Belarus	+0,1% +4	-1,2% -1	+8,0% +245	+0,5% +11	-253
Australia	-7,8% -591	+5,0% +50	-10,7% -336	+0,3% +14	-220
Uruguay	-4,8% -84	+2,7% +1	-3,6% -43	0% 0	-39
Argentina	-2,8% -229	-1,1% -0	-27,7% -302	+2,7% +166	-93
Ukraine	-3,9% -338	+55,1% +59	-2,7% -9	+1,7% +119	-388
Chile	-2,0% -35	+34,9% +3	-11,9% -6	-3,0% -13	-13
TOTAL	*-0,3%* -707	*+10,1%* +324	*+5,5%* +2.634	*+1,4%* +3.118	-6.135
* 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% +1.322	+0,1% +1	-0,7% -147	+0,2% +335	+1.135
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%* +3.171	*-5,2%* -213	*+2,7%* +1.591	*+0,8%* +1.999	-632
* 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-Sep 2019 on Jan-Sep 2018
EU-28	-0,6% -7	+51,7% +2	+27,9% +166	-10,2% -75	-96
USA	-1,0% -8	-59,3% -1	-10,9% -61	+10,0% +28	+24
New Zealand	+9,8% +24	+14,4% +0	+12,7% +29	0% 0	-4
Australia	-35,2% -48	+20,1% +2	-15,0% -16	+4,2% +2	-31
TOTAL	*-1,6%* -38	*+19,9%* +3	*+7,9%* +118	*-4,3%* -46	-108
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	+0,5% +8	+41,1% +1	+4,7% +37	+13,9% +120	-148
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%* -3	*+46,3%* +6	*+5,1%* +99	*+5,0%* +67	-162
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-Sep 2019 on Jan-Sep 2018
New Zealand	+12,8% +117	+77,5% +1	+14,4% +127	+9,1% +2	-10
EU-28	+1,1% +7	+539,0% +4	-15,0% -40	+6,5% +21	+29
Australia	-47,7% -21	+19,1% +4	-30,8% -14	+5,7% +1	-4
USA	+2,2% +1	+41,7% +3	-25,7% -10	-17,3% -7	+21
TOTAL	*+6,5%* +104	*+39,5%* +12	*+5,1%* +63	*+4,3%* +17	+35
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	-2,3% -19	+8,8% +0	-15,0% -59	+10,2% +40	+0
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	*+0,7%* +17	*-24,3%* -13	*-0,6%* -11	*+9,0%* +45	-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 »

BUTTER ('000 Tons)	Δ Prod	Δ Imp*	Δ Exp*	Δ Cons*	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	+3,4% +56	-2,6% -0	+21,4% +26	+1,2% +19	+11
USA	-0,5% -3	+31,3% +12	-34,2% -13	+4,3% +28	-5
Australia	-36,6% -14	-11,0% -3	+24,6% +3	-6,0% -3	-17
TOTAL	*+1,2%* +32	*+11,0%* +9	*+0,7%* +4	*+2,0%* +44	-7
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	+1,4% +29	+35,7% +5	-7,6% -13	+0,4% +8	+40
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	*+1,4%* +49	*+26,9%* +25	*+4,1%* +27	*+0,8%* +23	+24
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-Sep 2019 on Jan-Sep 2018
EU-28	+0,4% +32	+6,0% +3	+4,4% +27	+1,4% +94	-86
USA	+1,1% +48	+6,4% +8	+4,2% +11	+3,2% +137	-91
New Zealand	+5,0% +13	+9,8% +1	+3,9% +9	+2,1% +1	+4
Australia	-1,1% -3	-2,7% -2	-7,6% -10	+4,1% +9	-4
TOTAL	*+0,8%* +91	*+3,7%* +9	*+3,0%* +38	*+2,2%* +240	-178
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% +75	-0,8% -0	+0,5% +4	+0,8% +68	+2
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%* +270	*-6,8%* -25	*-0,5%* -8	*+1,7%* +247	+5
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 (2020-01-17)		OCEANIA (2020-01-17)		EU¹ (2020-01-15)		GDT² (2020-01-07)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	4.327	+4,9%	4.013	+2,2%	3.544	-0,1%	3.957	+2,1%
BUTTER	4.145	-2,1%	4.025	+4,2%	4.029	+0,2%	4.025	+4,0%
SMP	2.767	+0,4%	3.138	+9,1%	2.901	-0,1%	2.977	+5,5%
WMP	4.079	+4,2%	3.150	+0,8%	3.418	-0,5%	3.138	+1,7%
WHEY POWDER	761	+1,5%			978	-0,5%
MILK (US$/100Kg)	46,30	+5,5%	35,02	+8,6%	39,24	+0,6%
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 (2020-01-17)		OCEANIA (1579215600)		EU¹ (2020-01-15)		GDT² (2020-01-07)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	3.874	+4,4%	3.593	+2,0%	3.179	0,0%	3.535	+1,7%
BUTTER	3.711	-2,6%	3.604	+4,0%	3.625	+0,7%	3.596	+3,6%
SMP	2.477	-0,1%	2.809	+8,9%	2.610	+0,4%	2.659	+5,1%
WMP	3.652	+3,7%	2.820	+0,6%	3.075	0,0%	2.803	+1,2%
WHEY POWDER	681	+0,9%			880	0,0%
MILK (€/100Kg)	41,89	+5,5%	31,69	+8,6%	35,31	0,0%
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

FOCUS Price Products € in real time

	Area	Last updated	± from prev. price	± from 1 year ago
Price / Quotation
Whole Milk…
▸ “SPOT”	Italy	13 Jan 2020	-2,2%	-2,7%
▸ farm-gate	EU (13 country)	Dec 2019	+0,8%	+0,1%
▸ farm-gate	USA	Nov 2019	+5,5%	+25,6%
PDO cheeses…
▸ hard	Italy	16 Jan 2020	+0,1%	-8,5%
▸ semi-hard	Italy	13 Jan 2020	0,0%	+3,6%
▸ fresh	Italy	13 Jan 2020	0,0%	+3,1%
Cheeses	Germany and Oceania	17 Jan 2020	+0,6%	+6,9%
Butter	Italy, Germany and Oceania	17 Jan 2020	+1,6%	-13,6%
SMP (Skimmed Milk Powder)	Germany, Oceania and USA	17 Jan 2020	+1,9%	+37,6%
Whey powder	Germany and USA	17 Jan 2020	+1,2%	-19,1%
Corn	Italy and USA	14 Jan 2020	-1,2%	-0,3%
Soybeans	Italy and USA	14 Jan 2020	+0,9%	+5,8%
Oil	Europe	10 Jan 2020	-0,1%	+15,8%
Retail price
PDO hard cheeses	Italy	Nov 2019	+2,3%	+8,0%
Fresh cheeses	Italy	Nov 2019	-0,8%	+2,0%
Butter	Italy	Nov 2019	+0,5%	-4,8%

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

Dairy Products Production in some Key Exporting Countries

Milk Powders (WMP and SMP), Butter and Cheese Exports of the main Exporting countries +9,28% (Sep'19 - Oct'19)

BUTTER Stocks
· US Stocks: Nov 30, 2019 81.960 tons (-22,9% on Oct 31, 2019; +17,1% on Nov, 2018)
· EU-28

- Public Stocks: Sep 30, 2019 0 tons (+0,0% on Aug 31, 2019; +0,0% on Sep, 2018)
- Consumption (Production + Import - Export): Nov 30,2019: 145.285 tons (-4,7% on Oct 31, 2019; -7,9% on Nov, 2018)

SMP Stocks
· US Stocks: Nov 30, 2019 101.220 tons (+2,4% on Oct 31, 2019; -22,8% on Nov, 2018)
· EU-28
- Public Stocks: Sep 30, 2019 0 tons (+0,0% on Aug 31, 2019; -100,0% on Sep, 2018)
- Consumption (Production + Import - Export): Nov 30,2019 42.101 tons (+40,2% on Oct 31, 2019; +9,9% on Nov, 2018)

CHEESE Stocks
· US Stocks: Nov 30, 2019 600.651 tons (-1,3% on Oct 31, 2019; -2,1% on Nov, 2018)
· EU-28
Consumption (Production + Import - Export): Nov 30,2019 0 tons (+40,2% on Oct 31, 2019; +9,9% on Nov, 2018)
· ITALY

Grana Padano Stocks:
- Marked PDO: Dec 31, 2019 1.642.055 number of wheels (+0,7% on 30 Nov 2019; -3,4% on Dec, 2018)
- Total: Dec 31, 2019 5.399.555 number of wheels (-0,6% on 30 Nov 2019; +3,4% on Dec, 2018)

DRY WHEY Stocks
· US Stock: Nov 30, 2019 36.130 tons (+0,3% rispetto a Oct 31, 2019; +16,8% rispetto a Nov, 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:

export share of production of Grana Padana, Parmigiano Reggiano and Gorgonzola cheeses,
Cheese, Butter, Powder and Packed Milk import and export flows of the main dairy players.

Export share of production:
▸ Grana Padano + Parmigiano Reggiano +0,7 % points (Jan-Oct '19) *
▸ Gorgonzola +0,5 % points (Jan-Oct '19) *

▸ France SMP Export: +21,1% (Nov '19) **
▸ EU-28 Butter Export: +59,1% (Nov '19) **
▸ Russia Cream Import: +138,6% (Nov '19) **
▸ Russia Butter Import: +15,3% (Nov '19) **

Show/Hide all ALERT

▸ Italy Cream Export: +30,6% (Oct '19) **
▸ EU-28 Milk in packings of <= 2 L Export: +6,4% (Nov '19) **
▸ EU-28 Milk in packings of > 2 L Export: -10,4% (Nov '19) **
▸ Germany Cream Export: +28,6% (Oct '19) **

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

* Compared to the same period of the previous year

** 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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Dryness is reducing the quality of forage in Argentina [News South America n°1/2020]
Period: December 9, 2019 – January 3, 2020 In the past couple of weeks, hotter climate conditions prevailed in Argentina, causing dryness ... read
Extreme weather conditions: Australian Milk production impacted [News Oceania n°1/2020]
Period: December 9, 2019 – January 3, 2020 Australia milk production -3,4%November 2019 y-o-y Milk production in Australia continues the ... read
World Corn production expected to decrease
World Production World Corn production for the 2019-20 season, which began on September 1, 2019, is estimated at 1108.62 Mio Tons, +0.6% ... read

ITALY: Import/Export as of October 31, 2019

Exports of G.Padano + P.Reggiano:	+2,59 %
Exports of Gorgonzola:	+3,81 %
Exports of Grated cheese:	+9,21 %

Imports of Full-fat bulk milk:	+12,64 %
Imports of Packed semi-skimmed milk:	-14,53 %

Next Update: February 14, 2020

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

GlobalDairyTrade results of January 07, 2020

Change in Price Index from Previous Event: +2,8 %
Average Winning Price: 3.371 US$ / Ton

	Average price USD / Ton	Change
AMF (Anhydrous Milk Fat)	4.929	+2,3 %
BMP (Butter Milk Powder)	3.040	+7,4 %
BUTTER 82%	4.029	+3,7 %
RENNET CASEIN	8.973	+8,6 %
CHEDDAR	4.015	+3,7 %
LACTOSE	798	+2,1 %
MPC (Milk Protein Concentrate)	n.a.	-
SMP (Skim. milk Powder)	3.026	+5,4 %
SWP (Sweet Whey Powder)	n.a.	-
WMP (Whole milk Powder)	3.150	+1,7 %

Next GlobalDairyTrade Event: January 21, 2020

a new project: Sistema Stalla

Performance and Competitiveness of Italian Dairy Farms

CLAL focus on: Fresh Grated Grana Padano 100 g.

Name:: Fresh Grated Grana Padano 100 g.

Company:: Casearia Bresciana Ca.Bre.
Sede:: Cadignano di Verolanuova (BS), Italy
Establishment year:: 1954

Products:: Grana Padano D.O.P., Provolone Valpadana D.O.P., Grated

CASEARIA BRESCIANA Ca.Bre. Soc. Coop. Agricola is an agricultural cooperative partnership with headquarters in Cadignano di Verolanuova (BS) and has about 80 member farms, mainly in the province of Brescia.
The Coop's main business is the production of Grana Padano, Provolone and Provolone Valpadana; each year it processes approximately 100,000 metric tons of milk with a turnover of about 55,000,000 Euro. In all, the Coop has a staff of about 100 employees, flanked by 25 agents who sell the products in Italy and abroad.

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Agricultural Market Feed

IT, Milan: linseed cake price	In aumento	+1,22%
IT, Milan: Italian Soybeans flour price	In aumento	+0,56%
IT, Milan: Italian Corn price	In aumento	+1,16%
IT, Milan: Bran price	In calo	-1,47%
IT, Milan: Italian higher common wheat price	In aumento	+1,38%
IT, Milan: Foreign soybeans price	In aumento	+1,06%
IT, Milan: Italian soybeans price	In aumento	+1,39%
IT, Milan: EU barley price	In aumento	+1,55%
US: Wheat Price	In calo	-1,35%
US: Soybeans Price	In calo	-0,12%
US: Maize price	In calo	-4,17%

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	47%
Simulated Feed Ration (vs prev month)	+1.38%
Milk:Feed Ratio	1.71

Prices of Fertilizers

I - Modena, Triple superphosphate granular 46%	In calo	417	€/ton	-1,65%
I - Modena, Ammonium nitrate prilled 26%	In calo	257	€/ton	-3,75%
I - Modena, Urea prilled 46%	Stabile	393	€/ton	0.00%