Painel de controle Lácteos
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Gostaria de compartilhar este material com as informações de mercado de lácteos, mostrando os principais mercados e as principais commodities lácteas. Interessante é notarmos que os preços pagos ao produtor aqui no Brasil não são tão diferentes dos preços pagos nos mercados americanos e europeus. Já a qualidade, vamos ficar devendo!
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Painel de controle Lácteos
- 1. DG AGRI DASHBOARD: DAIRY PRODUCTS Last update : 26.10.2017 150 200 250 300 350 400 450 500 550 600 650 700 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 in EUR/100 kg EU average quotationsof main commodities Butter Intervention price SMP Intervention price BUTTER SMP WMP CHEDDAR WorldQuotationsEUPrices GDT Auction EUProductionsEUTrade +0.0% -4.8% -8.6% +0.7% +2.2% +1.9% -1.5% +1.6% +1.6% - 15% - 10% - 5% + 0% + 5% + 10% EU Productions(Jan-Aug2017 comparedto Jan-Aug WorldProductions WorldTrade USD/Feed/Energy Feed / Energy quotations (evolution compared to the previous 4 weeks ) Feed costs Energy costs + 0.2% + 1.2 % Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 New Zealand 280 - 11% 230 - 0% 240 - 13% 826 +1% EU-28 130 - 20% 560 +7% 560 + 43% 281 +2% United States 20 + 14% 232 + 23% 401 + 12% 16 - 18% Belarus 54 +4% 123 - 10% 76 +3% 21 - 5% Australia 10 - 51% 109 +1% 105 +1% 36 - 21% Uruguay 6 - 17% 21 - 12% 8 - 27% 59 - 37% Jan-Aug 2017 compared to 2016 MAIN EXPORTING THIRD COUNTRIES BUTTER(OIL) CHEESE S.M.P. W.M.P. Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 China 71 + 19% 79 + 23% 185 + 29% 373 + 11% Algeria 7 - 25% 15 - 40% 113 + 47% 192 + 29% Russia up to Jul 69 + 25% 124 - 5% 75 +2% 28 + 19% Mexico up to Jul 29 - 4% 74 +1% 192 + 24% 2 - 81% Japan 5 - 32% 178 +3% 33 + 53% 0 - 19% United States 28 - 15% 117 - 10% 0 - 31% 15 + 52% BUTTER(OIL) CHEESE S.M.P. W.M.P. Jan-Aug 2017 compared to 2016 MAIN IMPORTING THIRD COUNTRIES 10 000 11 000 12 000 13 000 14 000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1000Tonnes EU - Cows' milk collected 2014 2015 2016 2017 Jan-Aug 2017/16 : + 0.0% Sources : EUROSTAT, Reg. (EU) 2017/1185, Clal.it, USDA, Lto.nl, Nasdaq, European Central Bank, Dairyaustralia, Dcanz, Global Trade Atlas, 500 600 700 800 900 1 000 1 100 1 200 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun in 1000 tonnes Australian milk production 2014/15 2015/16 2016/17 2017/18 Jul-Aug 2017/18 compared to 2016/17 : + 1.6% 0 500 1000 1500 2000 2500 3000 3500 Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May in 1000 tonnes NZ milk production 2014/15 2015/16 2016/17 2017/18 Jun-Aug 2017/18 compared to 2016/17 : +1.6% 7000 7250 7500 7750 8000 8250 8500 8750 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec in 1000 tonnes U.S. milk production 2014 2015 2016 2017 Jan-Aug 2017 compared to 2016 : + 1.6% 20 25 30 35 40 45 50 Jan01 Jan02 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 EUR/100 kg Weighted EU Average (real fat content) EU Milk Equiv. Price (based on SMP and Butter prices) * : provisional figures 42.3 EU Raw Milk Prices Evolution (up to September 2017*) 35.8 20 25 30 35 40 45 50 55 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - IT, Lodi - 2014 2015 2016 2017 43.3 € (22 Oct) 10 20 30 40 50 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - NL - 2014 2015 2016 2017 35.8 € (22 Oct) 20 40 60 80 100 120 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Last update : 22.10.17 OIL : Europe Brent Spot Price (USD/Barrel) 57.49 0 25 50 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 EUR/100kg US Milk (class III adj 4.2% fat) NZ Milk - (Fonterra, adj 4.2% fat & 3.35% prot) EU Raw Milk price Source : 34.1 35.8 35.7 U.S. and NewZealand MilkPricesEvolution 1.00 1.10 1.20 1.30 1.40 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct EUR / USD ExchangeRate 1.1740 Last Update : 24.10.17 EU Oceania USA EU Oceania USA Butter 7 283 5 900 5 158 - 6.1% - 6.0% - 2.2% SMP 1 948 1 938 1 739 - 2.9% + 2.0% - 5.2% WMP 3 509 3 075 3 197 - 4.3% - 3.1% + 3.6% Cheddar 4 158 4 125 3 836 - 2.6% nc + 1.5% Price in USD/Tonne on 15.10.2017 % change (15 days ago) LATEST WORLD QUOTATIONS in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 88 540 121 448 100 572 - 17% Extra-EU 460 086 523 634 559 527 + 7% USA 10 361 12 197 18 848 + 55% USA 86 996 88 734 89 229 + 1% Saudi Arabia 10 369 14 450 6 511 - 55% Japan 43 842 48 716 64 787 + 33% Iran 972 4 877 6 333 + 30% Switzerland 36 582 38 108 40 722 + 7% in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 477 900 390 915 560 088 + 43% Extra-EU 274 578 275 453 280 653 +2% Algeria 81 519 56 709 87 880 + 55% Algeria 25 851 23 060 56 892 + 147% China 35 185 31 957 56 294 + 76% Oman 43 353 40 981 28 602 - 30% Indonesia 30 122 30 581 47 474 + 55% China 10 634 12 678 16 910 + 33% W.M.P. EU Exports - Top 3 destinations in 2017 Period : January - August BUTTER CHEESE S.M.P. + 19% + 23% + 29% + 11% + 8% - 17% + 29% + 2% 60 64 143 337 326 15 13 60 71 79 185 373 352 13 16 61 0 200 400 BUTTER + OIL CHEESE S.M.P. W.M.P. WHEYPOWDER CASEIN(ATE)S CONDENSED LACTOSE Qty in '000 tonnes 2016 2017 10 14 21 2 34 28 73 21 11 13 28 3 36 28 71 24 0 100 % of EU CHINA IMPORTS (Jan-Aug 2017 compared to 2016) 35.3Raw Milk €/100 kg EU Price Evolution since last month + 3.3% 586BUTTER €/100 kg - 7.3% 160S.M.P. €/100 kg - 3.2% 286W.M.P. €/100 kg - 5.2% 347CHEDDAR €/100 kg - 2.2% Compared to the previous 4 weeks EU Prices (week42) (week42) Aug-2017 Average price (USD/MT, FAS) Anhydrous Milk Fat +5.2 $ 6 841 Butter -2.5% $ 5 736 Butter Milk Powder n/a n/a Cheddar -0.1% $ 4 107 Lactose n/a Rennet Casein -8.6% $ 5 612 Skim Milk Powder -5.6% $ 1 797 Whole Milk Powder -0.5% $ 3 014 Event 198 17 October 2017 -1.0% $ 3 204
- 2. back to DashboardNext nsEUPrices Jan01 35.3Raw Milk €/100 kg EU Price Evolution since last month + 3.3% 586BUTTER €/100 kg - 7.3% 160S.M.P. €/100 kg - 3.2% 286W.M.P. €/100 kg - 5.2% 347CHEDDAR €/100 kg - 2.2% Compared to the previous 4 weeks EU Prices (week42) Aug-2017 Source : DG AGRI – Reg. 2017/1185 Art. 11 & 12
- 3. Source : DG AGRI – Reg. 2017/1185 Art. 12(a) - Annex II.4(a) 20 25 30 35 40 45 50 Jan01 Jan02 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 EUR/100 kg Weighted EU Average (real fat content) EU Milk Equiv. Price (based on SMP and Butter prices) * : provisional figures 42.3 EU Raw Milk Prices Evolution (up to September 2017*) 35.8 Previous Page Next back to Dashboard
- 4. Source : Clal.it 20 25 30 35 40 45 50 55 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - IT, Lodi - 2014 2015 2016 2017 43.3 € (22Oct) 10 20 30 40 50 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC EUR/100kg WEEKLY Milk Spot Prices - NL - 2014 2015 2016 2017 35.8 € (22Oct) Previous Page Next back to Dashboard
- 5. 150 200 250 300 350 400 450 500 550 600 650 700 Jan03 Jan04 Jan05 Jan06 Jan07 Jan08 Jan09 Jan10 Jan11 Jan12 Jan13 Jan14 Jan15 Jan16 Jan17 in EUR/100 kg EU average quotations of main commodities Butter Intervention price SMP Intervention price BUTTER SMP WMP CHEDDAR Source : DG AGRI – Reg. 2017/1185 Art. 11 – Annex I.7 Previous Page Next back to Dashboard
- 6. Source : DG AGRI, USDA EU Oceania USA EU Oceania USA Butter 7 283 5 900 5 158 - 6.1% - 6.0% - 2.2% SMP 1 948 1 938 1 739 - 2.9% + 2.0% - 5.2% WMP 3 509 3 075 3 197 - 4.3% - 3.1% + 3.6% Cheddar 4 158 4 125 3 836 - 2.6% nc + 1.5% Price in USD/Tonne on 15.10.2017 % change (15 days ago) LATEST WORLD QUOTATIONS Previous Page Next back to Dashboard
- 7. Source : DG AGRI, LTO Nederland 0 25 50 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 EUR/100kg US Milk (class III adj 4.2% fat) NZ Milk - (Fonterra, adj 4.2% fat & 3.35% prot) EU Raw Milk price Source : 34.1 35.8 35.7 U.S. and NewZealand MilkPricesEvolution Previous Page Next back to Dashboard
- 8. Source : European Central Bank Sources : Feed : DG AGRI, Clal.it Energy : DG ENERGY Source : Nasdaq Feed / Energy quotations (evolution compared to the previous 4 weeks ) Feed costs Energy costs + 0.2% + 1.2 % (week42) 1.00 1.10 1.20 1.30 1.40 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct EUR / USD ExchangeRate 1.1740 Last Update :24.10.17 20 40 60 80 100 120 Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct Last update : 22.10.17 OIL : Europe Brent Spot Price (USD/Barrel) 57.49 Previous Page Next back to Dashboard
- 9. +0.0% -4.8% -8.6% +0.7% +2.2% +1.9% -1.5% +1.6% +1.6% - 15% - 10% - 5% + 0% + 5% + 10% EU Productions(Jan-Aug2017 comparedto Jan-Aug Source : EUROSTAT Previous Page Next back to Dashboard
- 10. Source : EUROSTAT, Reg. (EC) No 479/2010 Art. 1(a)1 10 000 11 000 12 000 13 000 14 000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1000Tonnes EU - Cows' milk collected 2014 2015 2016 2017 Jan-Aug 2017/16 : + 0.0% Next Page Previous back to Dashboard
- 11. 500 600 700 800 900 1 000 1 100 1 200 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun in 1000 tonnes Australian milk production 2014/15 2015/16 2016/17 2017/18 Jul-Aug2017/18 comparedto2016/17 :+ 1.6% 0 500 1000 1500 2000 2500 3000 3500 Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May in 1000 tonnes NZ milk production 2014/15 2015/16 2016/17 2017/18 Jun-Aug2017/18 comparedto2016/17 :+1.6% 7000 7250 7500 7750 8000 8250 8500 8750 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec in 1000 tonnes U.S. milk production 2014 2015 2016 2017 Jan-Aug 2017 comparedto2016 :+ 1.6% Source : Dairyaustralia, Dcanz, USDA Previous Page Next back to Dashboard
- 12. in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 88 540 121 448 100 572 - 17% Extra-EU 460 086 523 634 559 527 + 7% USA 10 361 12 197 18 848 + 55% USA 86 996 88 734 89 229 + 1% Saudi Arabia 10 369 14 450 6 511 - 55% Japan 43 842 48 716 64 787 + 33% Iran 972 4 877 6 333 + 30% Switzerland 36 582 38 108 40 722 + 7% in Tonnes 2015 2016 2017 in Tonnes 2015 2016 2017 Extra-EU 477 900 390 915 560 088 + 43% Extra-EU 274 578 275 453 280 653 +2% Algeria 81 519 56 709 87 880 + 55% Algeria 25 851 23 060 56 892 + 147% China 35 185 31 957 56 294 + 76% Oman 43 353 40 981 28 602 - 30% Indonesia 30 122 30 581 47 474 + 55% China 10 634 12 678 16 910 + 33% W.M.P. EU Exports - Top 3 destinations in 2017 Period : January - August BUTTER CHEESE S.M.P. Source : EUROSTAT Previous Page Next back to Dashboard
- 13. + 19% + 23% + 29% + 11% + 8% - 17% + 29% + 2% 60 64 143 337 326 15 13 60 71 79 185 373 352 13 16 61 0 200 400 BUTTER + OIL CHEESE S.M.P. W.M.P. WHEYPOWDER CASEIN(ATE)S CONDENSED LACTOSE Qty in '000 tonnes 2016 2017 10 14 21 2 34 28 73 21 11 13 28 3 36 28 71 24 0 100 % of EU CHINA IMPORTS (Jan-Aug 2017 compared to 2016) Source : GTA Previous Page Next back to Dashboard
- 14. Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 New Zealand 280 - 11% 230 -0% 240 - 13% 826 +1% EU-28 130 - 20% 560 +7% 560 + 43% 281 +2% United States 20 + 14% 232 + 23% 401 + 12% 16 - 18% Belarus 54 +4% 123 - 10% 76 +3% 21 -5% Australia 10 - 51% 109 +1% 105 +1% 36 - 21% Uruguay 6 - 17% 21 - 12% 8 - 27% 59 - 37% Jan-Aug 2017 compared to 2016 MAIN EXPORTING THIRD COUNTRIES BUTTER(OIL) CHEESE S.M.P. W.M.P. BUTTER + BUTTEROIL CHEESE S.M.P. W.M.P. Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 Qty in ktons % 2017 /16 China 71 + 19% 79 + 23% 185 + 29% 373 + 11% Algeria 7 - 25% 15 - 40% 113 + 47% 192 + 29% Russia up to Jul 69 + 25% 124 -5% 75 +2% 28 + 19% Mexico up to Jul 29 -4% 74 +1% 192 + 24% 2 - 81% Japan 5 - 32% 178 +3% 33 + 53% 0 - 19% United States 28 - 15% 117 - 10% 0 - 31% 15 + 52% CHEESE BUTTER(OIL) CHEESE S.M.P. W.M.P. Jan-Aug 2017 compared to 2016 S.M.P. W.M.P. MAIN IMPORTING THIRD COUNTRIES BUTTER + BUTTEROIL Source : GTA Previous Page Next back to Dashboard
- 15. Auction Average price (USD/MT, FAS) Anhydrous MilkFat +5.2 $ 6 841 Butter -2.5% $ 5 736 Butter Milk Powder n/a n/a Cheddar -0.1% $ 4 107 Lactose n/a Rennet Casein -8.6% $ 5 612 Skim Milk Powder -5.6% $ 1 797 Whole Milk Powder -0.5% $ 3 014 Event 198 17 October 2017 -1.0% $ 3 204 Source : Globaldairytrade Previous back to Dashboard