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 calo	-8,76%
US: Butter, Grade AA price	In aumento	+2,35%
US: Acid Casein price	In aumento	+0,27%
US: Rennet Casein price	In aumento	+0,13%
US: Whey Protein Concentrate (34%) price	In aumento	+5,68%
Brazil: Milk delivery	In calo	-1,04%

Europe

Austria: Farm gate milk price	In calo	-0,25%
France: Butter 82% price	In aumento	+1,21%
France: Poudre 0% (Humaine-SMP) price	In aumento	+0,28%
Germany: Sweet Whey feed quality price	In aumento	+1,39%
Germany: Sweet Whey, food quality price	In aumento	+1,08%
Germany: Skim Milk Powder feed price	In aumento	+0,40%

Italy

IT, Parma: Parmig. Regg. (30 months) price	In calo	-0,38%
IT, Parma: Parmig. Regg. (18 months) price	In calo	-0,44%
IT, Parma: Parmig.Regg. (24 months) price	In calo	-0,41%
IT, Parma: Parmig. Regg. (15 months) price	In calo	-1,00%
IT, Parma: Churned butter price	In aumento	+4,55%
IT, Milan: Margarine price	In aumento	+5,83%

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% +436	+16,8% +69	+12,5% +1.859	+1,0% +1.155	-2.508
New Zealand	-0,5% -69	+18,6% +21	+12,2% +1.405	+2,7% +34	-1.487
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	-8,1% -534	+3,4% +31	-11,3% -316	+0,3% +13	-200
Uruguay	-6,0% -91	-0,5% -0	+6,1% +60	0% 0	-152
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%* -703	*+9,1%* +260	*+5,6%* +2.377	*+1,4%* +2.806	-5.627
* 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	+1.134
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%* +3.170	*-5,2%* -213	*+2,7%* +1.591	*+0,8%* +1.999	-633
* 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	+0,9% +8	+72,1% +1	+32,2% +125	-10,2% -50	-66
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	*-1,7%* -28	*+13,8%* +2	*+7,6%* +79	*-4,3%* -31	-75
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-Jun 2019 on Jan-Jun 2018
New Zealand	+18,8% +130	-10,3% -0	+20,5% +137	+9,1% +1	-8
EU-28	-1,3% -5	+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	-2,3% -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	*+0,7%* +17	*-24,3%* -13	*-0,6%* -11	*+9,0%* +45	-30
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	+2,6% +30	+80,3% +4	+0,7% +1	+1,2% +13	+21
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	*+1,6%* +31	*+25,6%* +13	*+3,0%* +11	*+2,0%* +30	+3
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-Jun 2019 on Jan-Jun 2018
EU-28	+0,0% +2	+3,0% +1	+0,9% +4	+1,4% +63	-64
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%* +33	*-1,7%* -3	*+2,1%* +18	*+2,2%* +160	-148
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 (2019-12-13)		OCEANIA (2019-12-06)		EU¹ (2019-12-11)		GDT² (2019-12-03)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	3.963	-8,8%	3.988	+5,3%	3.529	+1,1%	3.775	+2,6%
BUTTER	4.321	+2,3%	4.063	-1,2%	4.043	+0,1%	3.990	-1,5%
SMP	2.734	0,0%	3.088	+1,2%	2.902	+0,4%	3.025	+1,6%
WMP	3.968	0,0%	3.375	+1,5%	3.428	+0,1%	3.308	-0,0%
WHEY POWDER	755	0,0%			1.014	+1,2%
MILK (US$/100Kg)	43,87	+3,1%	32,24	-0,2%	38,70	+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

Show/Hide Global Snapshot in €

/Ton	US (2019-12-13)		OCEANIA (1575586800)		EU¹ (2019-12-11)		GDT² (2019-12-03)
Product	Value	% Chg*	Value	% Chg*	Value	% Chg*	Value	% Chg*
CHEESE	3.558	-9,1%	3.594	+5,3%	3.181	+0,1%	3.425	+3,0%
BUTTER	3.880	+2,0%	3.662	-1,2%	3.650	0,0%	3.620	-1,2%
SMP	2.447	-0,7%	2.783	+1,2%	2.620	+0,4%	2.744	+2,0%
WMP	3.551	-0,7%	3.042	+1,5%	3.095	0,0%	3.001	+0,3%
WHEY POWDER	676	-0,7%			915	+1,1%
MILK (€/100Kg)	39,69	+2,7%	29,17	-0,6%	35,02	+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	9 Dec 2019	-2,1%	-1,2%
▸ farm-gate	EU (13 country)	Nov 2019	+1,3%	-0,7%
▸ farm-gate	USA	Oct 2019	+2,7%	+18,2%
PDO cheeses…
▸ hard	Italy	12 Dec 2019	-0,1%	-3,8%
▸ semi-hard	Italy	9 Dec 2019	0,0%	+4,6%
▸ fresh	Italy	9 Dec 2019	0,0%	+5,5%
Cheeses	Germany and Oceania	11 Dec 2019	+1,4%	+14,9%
Butter	Italy, Germany and Oceania	11 Dec 2019	-0,4%	-10,0%
SMP (Skimmed Milk Powder)	Germany, Oceania and USA	13 Dec 2019	+0,5%	+49,8%
Whey powder	Germany and USA	13 Dec 2019	+0,4%	-15,5%
Corn	Italy and USA	3 Dec 2019	+0,3%	+3,7%
Soybeans	Italy and USA	3 Dec 2019	+0,7%	+2,5%
Oil	Europe	6 Dec 2019	-0,0%	+7,0%
Retail price
PDO hard cheeses	Italy	Oct 2019	-2,8%	+9,0%
Fresh cheeses	Italy	Oct 2019	-1,5%	+2,4%
Butter	Italy	Oct 2019	-1,9%	-5,6%

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 +6,56% (Aug'19 - Sep'19)

BUTTER Stocks
· US Stocks: Oct 31, 2019 107.839 tons (-18,2% on Sep 30, 2019; +2,8% on Oct, 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): Sep 30,2019: 147.653 tons (-1,5% on Aug 31, 2019; -3,6% on Sep, 2018)

SMP Stocks
· US Stocks: Oct 31, 2019 99.710 tons (-12,4% on Sep 30, 2019; -13,0% on Oct, 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): Sep 30,2019 28.084 tons (-18,5% on Aug 31, 2019; -39,5% on Sep, 2018)

CHEESE Stocks
· US Stocks: Oct 31, 2019 608.830 tons (-2,3% on Sep 30, 2019; -2,4% on Oct, 2018)
· EU-28
Consumption (Production + Import - Export): Sep 30,2019 0 tons (-18,5% on Aug 31, 2019; -39,5% on Sep, 2018)
· ITALY

Grana Padano Stocks:
- Marked PDO: Oct 31, 2019 1.684.055 number of wheels (+0,0% on 30 Sep 2019; +0,0% on Oct, 2018)
- Total: Oct 31, 2019 5.563.434 number of wheels (-1,2% on 30 Sep 2019; +4,0% on Oct, 2018)

DRY WHEY Stocks
· US Stock: Oct 31, 2019 35.406 tons (-5,6% rispetto a Sep 30, 2019; +5,0% rispetto a Oct, 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 +1,0 % points (Jan-Sep '19) *
▸ Gorgonzola +0,6 % points (Jan-Sep '19) *

▸ Belarus Milk in packings of > 2 L Export: -98,0% (Oct '19) **
▸ Australia Bulk and Packed Milk Export: +17,4% (Oct '19) **
▸ Australia Butter Export: -45,3% (Oct '19) **
▸ Belarus Cheese Export: +15,3% (Oct '19) **

Show/Hide all ALERT

▸ Belarus Cream Import: +44,0% (Oct '19) **
▸ Malaysia Cream Import: +133,5% (Sep '19) **
▸ United States Butter Export: -52,0% (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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Milk Powders prices on the rise [News Oceania n°23/2019]
Period: November 25 – December 6, 2019 Australia-5,5% milk production October 2019 y-o-y Milk production in Australia during October was ... read
Heat stress on dairy cows is rising in Argentina [News South America n°15/2019]
Period: November 11 – 22, 2019 Daytime temperatures continue to rise in South America, boosting heat stress on dairy cows and ... read
China’s import: EU is the main SMP supplier [China's dairy import update]
The European Union is increasing its exports of skimmed milk powder (SMP) to China: in October it is the leading exporter of SMP to China, ... read

ITALY: Import/Export as of September 30, 2019

Exports of G.Padano + P.Reggiano:	+4,02 %
Exports of Gorgonzola:	+3,81 %
Exports of Grated cheese:	+8,59 %

Imports of Full-fat bulk milk:	+12,77 %
Imports of Packed semi-skimmed milk:	-15,28 %

Next Update: January 17, 2020

GlobalDairyTrade results of December 03, 2019

Change in Price Index from Previous Event: -0,5 %
Average Winning Price: 3.467 US$ / Ton

	Average price USD / Ton	Change
AMF (Anhydrous Milk Fat)	4.840	-5,1 %
BMP (Butter Milk Powder)	2.846	+1,6 %
BUTTER 82%	3.983	-4,9 %
RENNET CASEIN	8.047	+4,9 %
CHEDDAR	3.797	+2,7 %
LACTOSE	779	0 %
MPC (Milk Protein Concentrate)	n.a.	-
SMP (Skim. milk Powder)	3.068	+1,9 %
SWP (Sweet Whey Powder)	n.a.	-
WMP (Whole milk Powder)	3.331	+0,1 %

Next GlobalDairyTrade Event: December 17, 2019

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

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Performance and Competitiveness of Italian Dairy Farms

CLAL focus on: Gorgonzola

Name:: Gorgonzola Cheese PDO

Consortium:: Consorzio per la Tutela del Formaggio Gorgonzola
Base:: Novara
Establishment year:: 1970
N° of Associated Farms:: 40

Product:: Gorgonzola

This cheese takes its name from the village of Gorgonzola, on the outskirts of Milan. Legend has it that this cheese was made there for first time in 879 A.D.

By law and by tradition there are only two regions in Italy which are entitled to manufacture Gorgonzola cheese, and even within these regions, only some provinces are allowed to produce it.

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Agricultural Market Feed

IT, Milan: linseed cake price	In aumento	+1,22%
IT, Milan: Italian Soybeans flour price	In calo	-0,88%
IT, Milan: Italian higher common wheat price	In aumento	+0,93%
US: Maize price	In aumento	+1,05%
US: Wheat Price	In aumento	+4,46%
US: Soybeans Price	In aumento	+2,99%

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	46%
Simulated Feed Ration (vs prev month)	+0.01%
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%