2013 Management Committee presentation to EEPTA...USA Argentina India Israel Albania Other...
Transcript of 2013 Management Committee presentation to EEPTA...USA Argentina India Israel Albania Other...
EU Market Situation for
Eggs
Management Committee
17 October 2013
2013
EU market situation for Eggs Man Com 17 October 2013
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105
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1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52
€uro
/ 100
kg
Evolution of the weekly EU average price for Eggs for Consumption
Moy.08-12 2010 2011 2012 2013
EU market situation for Eggs Man Com 17 October 2013
0,00
40,00
80,00
120,00
160,00
200,00
| 2011 | 2012 | 2013 |
€uro
/ 100
kg
Prices of Eggs for consumption and Eggs for breaking
2011 - 2013
Eggs for Consumption US breaking (high)
EU Barn cage free breaking (high) EU Enriched cage breaking (high)
EU market situation for Eggs Man Com 17 October 2013
0,0
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4 7 10 13 16 19 22 25 282012
31 34 37 40 43 46 49 52 3 6 9 12 15 18 21 24 272013
30 33 36 39 42 45 48 51
Maximum weekly prices for individual egg products
in the EU and the USA in €/10kg
whole plain EU whole plain US Yolk EU
Yolk US Albumen Spray EU Albumen Spray US
EU market situation for Eggs Man Com 17 October 2013
50
150
250
350
450
Jan April Juil Oct Jan April Juil Oct Jan Apr Jul Oct Jan
Euro
/ to
nne
Price of Basic Ingredients 2011 - 2013
Soft wheat (EU)
Barley (EU)
Maïs (EU)
Soja (CAF)
Hulls (EU)
Manioc (CAF)
C.G.F. (CAF)
EU market situation for Eggs Man Com 17 October 2013
160
180
200
220
240
260
| July | Aug | Sep | Oct | Nov | Dec |Jan 2013| Feb | Mrt | Apr | May | Jun | July | Aug | Sep | Oct | Nov | Dec |
€/T
on
n
Futures for Maize EU (Euronext) (Nearby = 2012 - 2013)
Nearby
2013 Nov
2014 Jan
2014 Mar
Delivery:
EU market situation for Eggs Man Com 17 October 2013
135
165
195
225
| July | Aug | Sep | Oct | Nov | Dec |Jan 2013| Feb | Mrch | Apr | May | June | July | Aug | Sep | Oct | Nov | Dec |
€uro
/ Ton
n
Futures for Feed wheat EU (Euronext) (Nearby = 2012 & 2013)
01 Nearby
2013 Nov
2014 Jan
2014 Mar
Delivery:
EU market situation for Eggs Man Com 17 October 2013
1.100
1.200
1.300
1.400
1.500
1.600
1.700
| July | Aug. | Sept. | Oct. | Nov. | Dec. |Jan 2013| Feb | Mch | Apr | May | Jun | July | Aug. | Sept. | Oct. | Nov. | Dec. |
Futures for Soybeans in US$ct/ Bushel (nearby = 2012 & 2013)
01 Nearby
2013 Nov
2014 Mar
2014 Jul
Delivery:
EU market situation for Eggs Man Com 17 October 2013
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Euro
/ 100
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Margin between Feed cost and Egg price in Egg production
marge
Marge 2007 - 2011
feed
egg
EU market situation for Eggs Man Com 17 October 2013
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1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53
Rem
ain
der €uro
/ 100kg
100KG Egg minus feedcost for Laying Hensfeedconversionrate = 2.7
Marge Average08 - 12
Marge Egg 2011 Marge Egg 2012 Marge Egg 2013
EU market situation for Eggs Man Com 17 October 2013
0
7.500
15.000
22.500
30.000
37.500
| 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 |
Placings of Laying chicks (1 000 pieces)compared to the baseline trend
(baseline= monthly avg 2006 - 2009)
Jan. Feb. March April May June July Aug. 2012 27 236 27 439 31 358 30 153 30 780 29 566 28 935 24 6902013 28 470 25 623 30 183 30 214 28 561 29 534 28 959
EU market situation for Eggs Man Com 17 October 2013
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Price €uro/100kg
Production forecast of
eggs in shell (Mio p).compared to the price development
Jan. Feb. March April May June July Aug. Sep. Oct. Nov. Dec.2012 7 793 7 752 7 743 7 696 7 666 7 687 7 730 7 849 7 939 7 991 8 032 8 0462013 8 070 8 071 8 061 8 072 8 020 8 073 8 090 8 070 8 104 8 102 8 082 8 011
EU market situation for Eggs Man Com 17 October 2013
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BE BG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL AT PL PT RO SI SK FI SE UK
Qty
in
100
0 to
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es
Experts EU production forecast of Eggs for consumption2013: 6.424 MioT (+2.6%) & 2014: 6.390 MioT (-0.5%)
2011 2012 2013 2014
ES : -7.3%
DE : -0.3%
NL : 0.9%UK : 0.1%
RO : 2.9%BE : 0.0%
DK : 0.0%
HU : -2.1%
FI : 2.0%
PT : 1.0%
CZ : 1.6%
BG : 2.4%
EU market situation for Eggs Man Com 17 October 2013
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BE BG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL AT PL PT RO SI SK FI SE UK
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Experts EU production forecast of Total Eggs(Eggs in shell + Hatching Eggs)
2013: 7.234 MioT (-0.5%) & 2014: 7.251 MioT (+0.2%)
2011 2012 2013 2014
BE : 0.0%
DE : 0.0%
DK : 0.0%
ES : 0.0%
HU : -1.9%
NL : 0.8%
RO : 1.4%
FI : 1.5%
UK : 0.1%
PT : 0.0%
CZ : 3.4%
BG : 2.3%
EU market situation for Eggs Man Com 17 October 2013
Compared
tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Aug 12
Argentina 7.899 26,0% 7.889 24,0% 8.088 40,0% 9.963 28,1% 4.453 33,4% - 47%
USA 11.165 36,7% 14.009 42,6% 5.956 29,5% 14.246 40,2% 4.135 31,0% - 65%
India 5.776 19,0% 3.211 9,8% 1.554 7,7% 3.657 10,3% 2.218 16,6% + 38%
Albania 1.659 5,5% 3.208 9,7% 1.303 6,4% 2.118 6,0% 294 2,2% - 79%
Israel 711 2,3% 941 2,9% 547 2,7% 1.393 3,9% 224 1,7% - 79%
Mexico 1.893 6,2% 1.263 3,8% 556 2,7% 1.018 2,9% 1 0,0% - 100%
Canada 33 0,1% 2 0,0% 0 0,0% 67 0,2% 0 0,0% - 100%
Brazil 67 0,2% 0 0,0% 0 0,0% 0 0,0% 0 0,0%
EXTRA EU 25/27 30.409 32.909 20.219 35.395 13.329
% change + 8% - 39% + 75% - 52,6%
2009 2010 2011 Jan-Aug 132012
EU Imports of Eggs:
Trade Figures (Comext – tonnes egg equiv.) not incl. Hatching eggs
EU market situation for Eggs Man Com 17 October 2013
EU Egg Imports
4.345
11.710
4.135
4.503
8.410
4.453
2.160
3.946
2.005
12.904
28.131
13.329
0
5.000
10.000
15.000
20.000
25.000
30.000
Jan-Aug 11 Jan-Aug 12 Jan-Aug 13
Total EU Import of Eggs - not incl. Hatching eggs
(Tonnes eggs equiv)
USA Argentina India Israel Albania Other destinations
8.556
18.352
9.706
3.426
6.847
4.720
2.195
2.07215.727
32.874
19.534
0
5.000
10.000
15.000
20.000
25.000
30.000
35.000
Jan-Aug 11 Jan-Aug 12 Jan-Aug 13
Total EU Import of Eggs - not incl. Hatching eggs
(1000 EUR)
USA Argentina India Israel Albania Other destinations
EU market situation for Eggs Man Com 17 October 2013
Compared
tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Aug 12
Japan 47.238 31% 52.923 29% 66.357 31% 66.424 36% 39.663 30% - 12%
Sw itzerland 43.499 29% 45.072 25% 42.168 19% 41.881 23% 27.636 21% - 0%
Angola 4.019 3% 10.414 6% 17.524 8% 17.176 9% 9.765 7% - 16%
Russia 4.360 3% 5.293 3% 4.947 2% 5.982 3% 7.111 5% + 86%
Thailand 4.068 3% 6.180 3% 7.254 3% 6.409 3% 4.147 3% + 5%
Ukraine 4.304 3% 5.621 3% 4.422 2% 4.298 2% 2.217 2% - 15%
South Korea 1.948 1% 2.495 1% 4.379 2% 3.386 2% 2.397 2% + 13%
U.A.Emirates 2.664 2% 5.888 3% 8.262 4% 1.674 1% 5.626 4% + 378%
Taiw an 2.868 2% 7.145 4% 7.941 4% 4.626 2% 2.628 2% - 28%
Israel 3.398 2% 1.308 1% 2.654 1% 1.060 1% 440 0% - 49%
Norw ay 963 1% 570 0% 1.300 1% 923 0% 346 0% - 56%
Libya 40 0% 201 0% 226 0% 363 0% 344 0% + 48%
EXTRA EU 25/27 150.173 181.933 217.397 185.050 134.411
% change + 21% + 19% - 15% + 7,8%
2009 2010 2011 Jan-Aug 132012
EU Exports of Eggs:
Trade Figures (Comext – tonnes egg equiv.) not incl. Hatching eggs
EU market situation for Eggs Man Com 17 October 2013
45.421 44.846 39.663
28.033 27.69127.636
50.184
32.769 46.090
143.599
124.729134.411
0
20.000
40.000
60.000
80.000
100.000
120.000
140.000
160.000
Jan-Aug 11 Jan-Aug 12 Jan-Aug 13
Total EU Export of Eggs not incl. hatching eggs (T. eggs equiv.)
Japan Switzerland Russia Angola Thailand Other origins
30.378 37.549 40.972
37.64941.060
46.404
7.555
49.235
41.958
56.492135.499
143.263
166.919
0
20.000
40.000
60.000
80.000
100.000
120.000
140.000
160.000
180.000
Jan-Aug 11 Jan-Aug 12 Jan-Aug 13
Total EU Export of Eggs not incl. hatching eggs (1000 EUR)
Japan Switzerland Russia Angola Thailand Other origins
EU Egg Exports
EU market situation for Eggs Man Com 17 October 2013
1018
2318 17
27
16
30
69
2530
3945
2330 33
20
35
13
144
164
186
209
231
201 205
191
142
198 198202
167
187
150
182
217
185
134
0
25
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75
100
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1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Jan-Aug13
in 1000 TonnesIMPORTS EXPORTS
EU Egg Trade Balance (not including Hatching eggs)
EU market situation for Eggs Man Com 17 October 2013
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Egg prices of EU, USA and Brazilin €uro/ 100kg
EU egg US egg €uro BR Egg €uro (Ave World)