BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

38
BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013

Transcript of BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

Page 1: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

BEEF & VEALMARKET SITUATION

"Single CMO" Management Committee 21 November 2013

Page 2: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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E.U. E V O L U T I O N

T O T A L B O V I N E

E.U. E V O L U T I O N

T O T A L B O V I N E L I V E S T O C K May / June SURVEY

L I V E S T O C K May / June SURVEY

May/Jun %Var %Var %Var %Var

2013 2013 2013 2013

1000 Hd 2010 2011 2012 2013 2012 2010 2011 2012 2013 2012 2010 2011 2012 2013 2012 2010 2011 2012 2013 2012

BE 2.593 2.560 2.484 2.455 -1,2% 758 759 701 693 -1,1% 505 495 499 497 -0,3% 1.329 1.306 1.284 1.264 -1,6%

BGCZDK 1.642 1.645 1.629 1.603 -1,6% 547 550 544 523 -3,9% 325 328 322 328 +1,9% 771 766 763 752 -1,4%

DE 12.810 12.563 12.477 12.587 +0,9% 3.902 3.800 3.850 3.849 -0,0% 3.083 2.993 2.912 3.011 +3,4% 5.825 5.771 5.715 5.727 +0,2%

EEIE 6.607 6.493 6.754 6.903 +2,2% 1.761 1.846 2.036 1.969 -3,3% 1.632 1.528 1.660 1.811 +9,1% 3.213 3.119 3.058 3.123 +2,1%

ELES 6.277 6.048 6.003 5.822 -3,0% 2.184 1.994 2.084 2.026 -2,8% 721 963 862 801 -7,1% 3.372 3.091 3.057 2.995 -2,0%

FR 20.002 19.714 19.282 19.179 -0,5% 5.747 5.701 5.602 5.497 -1,9% 3.527 3.502 3.452 3.529 +2,2% 10.728 10.512 10.227 10.153 -0,7%

IT 6.056 5.790 5.527 6.053 +9,5% 1.704 1.693 1.455 1.587 +9,1% 1.525 1.424 1.316 1.480 +12,5% 2.827 2.673 2.756 2.986 +8,4%

CYLVLTLUHUMTNL 3.970 3.868 3.879 4.000 +3,1% 1.590 1.551 1.569 1.616 +3,0% 670 623 614 624 +1,6% 1.720 1.695 1.696 1.759 +3,7%

AT 2.019 1.982 1.957 1.939 -0,9% 623 614 614 604 -1,5% 453 437 428 435 +1,5% 943 931 915 900 -1,6%

PL 5.724 5.762 5.777 5.860 +1,4% 1.457 1.481 1.469 1.586 +8,0% 1.244 1.300 1.344 1.422 +5,8% 3.023 2.981 2.964 2.852 -3,8%

PTRO 2.501 2.113 2.063 2.054 -0,4% 604 509 467 478 +2,3% 274 249 242 236 -2,6% 1.595 1.332 1.332 1.340 +0,6%

SISKFISE 1.537 1.512 1.500 1.506 +0,4% 480 475 481 468 -2,8% 388 378 368 381 +3,4% 672 659 651 657 +1,0%

UK 10.112 9.933 9.900 9.843 -0,6% 2.860 2.847 2.905 2.808 -3,3% 2.477 2.420 2.419 2.474 +2,3% 4.775 4.667 4.576 4.561 -0,3%

EU 81.848 79.982 79.233 79.803 +0,7% 24.217 23.819 23.777 23.703 -0,3% 16.823 16.639 16.439 17.029 +3,6% 40.794 39.503 38.996 39.070 +0,2%

Source : EStat New cronos EU %Var is calculated considering only countries available in 2012 AND 2013

TOT LIVESTOCK BOVINE < 1 Year BOVINE 1-2 Year BOVINE > 2 Year

Page 3: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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L I V E S T O C K May / June SURVEY

L I V E S T O C K May / June SURVEY

E.U. E V O L U T I O N

C O W S

E.U. E V O L U T I O N

C O W S

May/Jun %Var %Var %Var

2013 2013 2013

1000 Hd 2010 2011 2012 2013 2012 2010 2011 2012 2013 2012 2010 2011 2012 2013 2012

BE 1.049 1.029 1.035 1.027 -0,8% 521 508 509 487 -4,3% 528 521 525 539 +2,7%

BGCZDK 686 686 688 678 -1,5% 574 575 582 576 -1,0% 112 110 106 102 -3,8%

DE 4.900 4.884 4.865 4.896 +0,6% 4.183 4.185 4.191 4.223 +0,8% 717 699 673 673 -0,1%

EEIE 2.229 2.240 2.289 2.314 +1,1% 1.093 1.139 1.141 1.163 +2,0% 1.137 1.102 1.149 1.150 +0,1%

ELES 2.830 2.734 2.638 2.595 -1,6% 837 851 836 823 -1,5% 1.992 1.882 1.803 1.772 -1,7%

FR 7.893 7.860 7.706 7.682 -0,3% 3.608 3.589 3.536 3.545 +0,2% 4.284 4.272 4.170 4.137 -0,8%

IT 2.248 2.106 2.168 2.381 +9,9% 1.851 1.718 1.800 1.989 +10,5% 397 389 367 392 +6,8%

CYLVLTLUHUMTNL 1.590 1.568 1.583 1.637 +3,4% 1.510 1.463 1.484 1.553 +4,6% 80 105 99 84 -15,2%

AT 800 792 782 769 -1,7% 535 532 529 524 -0,9% 264 260 253 245 -3,4%

PL 2.656 2.626 2.578 2.526 -2,0% 2.538 2.473 2.441 2.356 -3,5% 118 153 137 170 +24,2%

PTRO 1.448 1.195 1.205 1.222 +1,4% 1.431 1.181 1.188 1.208 +1,7% 16 14 18 13 -25,0%

SISKFISE 546 542 541 539 -0,2% 348 347 348 346 -0,5% 198 197 193 193 +0,3%

UK 3.503 3.489 3.469 3.393 -2,2% 1.847 1.814 1.812 1.782 -1,7% 1.657 1.675 1.657 1.611 -2,8%

EU 32.376 31.752 31.546 31.658 +0,4% 20.877 20.374 20.397 20.576 +0,9% 11.501 11.378 11.149 11.081 -0,6%

Source : EStat New cronos EU %Var is calculated considering only countries available in 2012 AND 2013

OTHER COWSTOTAL COWS DAIRY COWS

Page 4: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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L I V E S T O C K May / June SURVEY

L I V E S T O C K May / June SURVEY

E.U. E V O L U T I O N

T O T A L B O V I N E

E.U. E V O L U T I O N

T O T A L B O V I N E

0

10.000

20.000

30.000

40.000

50.000

2010 2011 2012 2013

10

00

He

ads

Bov <1y Bov 1y-2y Bov >2y

Participating Countries : BE DK DE IE ES FR IT NL AT PL RO SE UK ( May / June survey )Source : EStat Newcronos

Page 5: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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L I V E S T O C K May / June SURVEY

L I V E S T O C K May / June SURVEY

E.U. E V O L U T I O N

T O T A L C O W S

E.U. E V O L U T I O N

T O T A L C O W S

0

5.000

10.000

15.000

20.000

25.000

2010 2011 2012 2013

1000

Hea

ds

DAIRY COWS OTHER COWS

Participating Countries : BE DK DE IE ES FR IT NL AT PL RO SE UK ( May / June survey )Source : EStat Newcronos

Page 6: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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P R O D U C T I O N P R O D U C T I O N % E V O L U T I O N

H E A D S

% E V O L U T I O N

H E A D S

Estimates for last month of period : Source : EStat - Newcronos

Cow

Heifer

Calve

Bull

Jan-Aug 13/12

EU15 EU28HEADS

-2,6% -2,2%

Meat of bovine

animals

-5,5% -5,5%

-5,5% -6,8%

-1,9% -1,9%

-5,8% -5,9%

Bullock

Young cattle

-4,6%

-3,3% -3,3%

-4,4%

-5,0

%+1

0,8%

-3,5

% -1,2

%-7

,4%

+4,2

%+8

,9%

-14,

5%-2

,3%

-5,2

%-4

,0%

-11,

8% -10,

0%-1

,9%

-4,9

%-8

,4%

-4,0

%+3

,3%

-2,9

%+3

,0%

-8,8

%-1

1,8%

+12,

2%-8

,3%

-1,5

%-0

,6%

+0,2

%-0

,7%

- 20 %

- 10 %

0%

+ 10 %

+ 20 %

- 20 %

- 10 %

0%

+ 10 %

+ 20 %

BE BG CZ DK DE EE IE EL ES FR HR IT CY LV LT LU HU MT NL AT PL PT RO SI SK FI SE UK

EU : - 4,6%

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P R O D U C T I O N P R O D U C T I O N % E V O L U T I O N

T O N N E S

% E V O L U T I O N

T O N N E S

Estimates for last month of period : Source : EStat - Newcronos

Meat of bovine

animals-4,5%-4,7%

+0,2% +0,3%Young cattle

Calve

-7,3%

Heifer

Bull -1,4%

-4,4%

-7,2%

-5,9%

-8,0%

-2,0%

Cow

Bullock -4,5%

-5,9%

-7,8%

TONNESEU15 EU28

Jan-Aug 13/12

-7,6

%+1

5,7%

-2,3

%-1

,5%

-7,1

%+6

,4%

+4,9

%-9

,8%

-1,2

%-5

,4%

+1,2

%-1

1,3%

-1,8

%-2

,6%

-4,6

%-9

,1%

-5,2

%+7

,2%

-2,1

%+4

,3%

-2,2

%-1

0,9%

+9,8

%-5

,7%

-2,0

%-1

,5%

+1,3

%-4

,0%

- 20 %

- 10 %

0%

+ 10 %

+ 20 %

- 20 %

- 10 %

0%

+ 10 %

+ 20 %

BE BG CZ DK DE EE IE EL ES FR HR IT CY LV LT LU HU MT NL AT PL PT RO SI SK FI SE UK

EU : - 4,5%

Page 8: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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P R O D U C T I O N P R O D U C T I O N Abs.Value E V O L U T I O N

T O N N E S

Abs.Value E V O L U T I O N

T O N N E S

0

100

200

300

400

500

600

700

800

900

1000

B E B G C Z D K D E E E I E E L E S F R H R I T C Y L V L T L U H U M T N L A T P L P T R O S I S K F I S E U K

Cow

Bullock

Bull

Heifer

Young cattle

Calves

Source : EStat Newcronos 1000 TONNES : Jan-Aug 12 / Jan-Aug 13

Page 9: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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P R O D U C T I O N P R O D U C T I O N H I S T O R I C

T O N N E S

H I S T O R I C

T O N N E S

500

550

600

650

700

750

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

1.00

0 T

on

ne

s

2 0 1 1 2 0 1 2 2 0 1 3

Beef & Veal Production (E28 Slaughtering) - Tonnes

Source : EStat-Newcronos

Page 10: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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P R O D U C T I O N P R O D U C T I O N E.U. E V O L U T I O N

A D U L T C A T T L E

E.U. E V O L U T I O N

A D U L T C A T T L E

0

100

200

300

400

500

600

700

800

900

B E B G C Z D K D E E E I E E L E S F R H R I T C Y L V L T L U H U M T N L A T P L P T R O S I S K F I S E U K

A D U L T C A T T L E

Cow

Bullock

Bull

Heifer

Source : EStat Newcronos 1000 TONNES : Jan-Aug 12 / Jan-Aug 13

Page 11: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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P R O D U C T I O N P R O D U C T I O N E.U. E V O L U T I O N

V E A L

E.U. E V O L U T I O N

V E A L

0

20

40

60

80

100

120

140

160

180

B E B G C Z D K D E E E I E E L E S F R H R I T C Y L V L T L U H U M T N L A T P L P T R O S I S K F I S E U K

YOUNG CATTLE & CALVES

Young cattle

Calves

Source : EStat Newcronos 1000 TONNES : Jan-Aug 12 / Jan-Aug 13

Page 12: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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P R I C E S C A R C A S S E S P R I C E S C A R C A S S E S

E.U. E V O L U T I O N

Y O U N G B U L L – A.R3

E.U. E V O L U T I O N

Y O U N G B U L L – A.R3

378,03 375,31% change y/y : - 2,7% % change y/y : - 3,6%

Price in week 45 : Average price in October 2013 :

300

320

340

360

380

400

420

300

320

340

360

380

400

420

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member States A - R 3 > Wk.45-2013

Page 13: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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E.U. E V O L U T I O N

S T E E R – C.R3

E.U. E V O L U T I O N

S T E E R – C.R3

P R I C E S C A R C A S S E S P R I C E S C A R C A S S E S

419,51 419,08% change y/y : + 4,3% % change y/y : + 5,1%

Price in week 45 : Average price in October 2013 :

280

300

320

340

360

380

400

420

440

460

280

300

320

340

360

380

400

420

440

460

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member States C - R 3 > Wk.45-2013

Page 14: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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E.U. E V O L U T I O N

A / C . R3

E.U. E V O L U T I O N

A / C . R3

P R I C E S C A R C A S S E S P R I C E S C A R C A S S E S

388,29 386,72% change y/y : - 1,2% % change y/y : - 1,8%

174,6%% Ref. Price in wk 45 :

Price in week 45 : Average price in October 2013 :

289,1

311,4

333,6

355,8

378,1

400,3

422,6

130%

140%

150%

160%

170%

180%

190%

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

€/100 kg cwe

2006-2010 Avg 2011 2012 2013

% of Reference Price

Source : Member States AC - R 3 > Wk.45-2013

Page 15: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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E.U. E V O L U T I O N

C O W – D.O3

E.U. E V O L U T I O N

C O W – D.O3

P R I C E S C A R C A S S E S P R I C E S C A R C A S S E S

287,37 293,26% change y/y : - 5,5% % change y/y : - 5,5%

Price in week 45 : Average price in October 2013 :

210

230

250

270

290

310

330

350

210

230

250

270

290

310

330

350

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member States D - O 3 > Wk.45-2013

Page 16: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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E.U. E V O L U T I O N

H E I F E R – E.R3

E.U. E V O L U T I O N

H E I F E R – E.R3

P R I C E S C A R C A S S E S P R I C E S C A R C A S S E S

405,63 405,60% change y/y : + 2,1% % change y/y : + 2,1%

Price in week 45 : Average price in October 2013 :

300

320

340

360

380

400

420

440

300

320

340

360

380

400

420

440

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member States E - R 3 > Wk.45-2013

Page 17: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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E.U. E V O L U T I O N

All CAT GLOBAL VIEW

E.U. E V O L U T I O N

All CAT GLOBAL VIEW

P R I C E S C A R C A S S E S P R I C E S C A R C A S S E S

200

250

300

350

400

450

2007 2008 2009 2010 2011 2012 2013

A R3

C R3

D O3

E R3

Source : Member StatesLast Update : Week 45 - 2013

Page 18: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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Male store cattle (6-12 months; ≤ 300 kg – €/100 kg live weight)

E.U. E V O L U T I O N

MALE STORE CATTLE

E.U. E V O L U T I O N

MALE STORE CATTLE

P R I C E S L I V E B O V I N E S P R I C E S L I V E B O V I N E S

242,68 245,65% change y/y : - 0,9% % change y/y : - 2,1%

Price in week 45 : Average price in October 2013 :

200

210

220

230

240

250

260

270

200

210

220

230

240

250

260

270

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member BROUT > Wk.45-2013

Page 19: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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Male calves aged between 8 days and 4 weeks (€/head)

P R I C E S L I V E B O V I N E S P R I C E S L I V E B O V I N E S

E.U. E V O L U T I O N

Male Calves – 8D4W

E.U. E V O L U T I O N

Male Calves – 8D4W

175,33 178,00% change y/y : - 13,9% % change y/y : - 17,0%

Price in week 45 : Average price in October 2013 :

160

180

200

220

240

260

280

160

180

200

220

240

260

280

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member 8D4W > Wk.45-2013

Page 20: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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Butcher calves (€/100 kg cw)

P R I C E S L I V E B O V I N E S P R I C E S L I V E B O V I N E S

E.U. E V O L U T I O N

Butcher Calves

E.U. E V O L U T I O N

Butcher Calves

575,32 570,95% change y/y : + 2,3% % change y/y : + 2,9%

Price in week 45 : Average price in October 2013 :

460

480

500

520

540

560

580

600

460

480

500

520

540

560

580

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2006-2010 Avg 2011 2012 2013

Source : Member BOUCH > Wk.45-2013

Page 21: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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M A R G I N M A R G I N E.U. E V O L U T I O N

Animal + Feed Purchase COST

E.U. E V O L U T I O N

Animal + Feed Purchase COST

0,00

100,00

200,00

300,00

400,00

500,00

600,00

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

| 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013

€uro

/ he

ad

Remainder of: Selling price AR 3, minus costs for calf purchased and feedcost for grain fattening

Extra gain of FCR between 7- 6 Remainder Young Bulls A.R 3 Calf price when purchased

average remainder incl. extra gain Intensive Feedcost x*6

Page 22: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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M A R G I N M A R G I N E.U. E V O L U T I O N

Animal + Feed Purchase COST

E.U. E V O L U T I O N

Animal + Feed Purchase COST

0,00

100,00

200,00

300,00

400,00

500,00

600,00

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

| 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013

€uro

/hea

d

Remainder of: Selling price AR 3, minus costs forcalf purchased and feedcost for grain/ grass fattening

Extra gain of FCR between 7- 6 Remainder Young Bulls A.R 3 Calf price when purchased

Pasture Feedcost x*6 average remainder incl. extra gain

Page 23: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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EU exports of beef and live animals (1):Trade figures (COMEXT – tonnes cwe)

DestinationsDestinations

T R A D E T R A D E E.U. E X P O R T S

Beef & Live Animals

E.U. E X P O R T S

Beef & Live Animals

Page 24: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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EU exports of beef and live animals:Trade figures (COMEXT)

501 729360 586

27 640

466 495

481 544

553 631

1 394 118

1 224 310

926 161

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

1 600 000

Jan-Sep 11 Jan-Sep 12 Jan-Sep 13

1,0

00 E

UR

EU EXPORTS of Beef & Veal (1000 EUR)

Turkey Russia GhanaLebanon Hong Kong AlgeriaOther destinations

131 65886 069

100 134

69 413

49 280

170 547

161 196

189 009

468 739

382 890

327 528

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

400 000

450 000

500 000

Jan-Sep 11 Jan-Sep 12 Jan-Sep 13

Tonnes c

w

EU EXPORTS of Beef & Veal (Tonnes cwe)

Turkey Russia Ghana

Lebanon Hong Kong Algeria

Other destinations

T R A D E T R A D E E.U. E X P O R T S

Beef & Live Animals

E.U. E X P O R T S

Beef & Live Animals

Page 25: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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0

10 000

20 000

30 000

40 000

50 000

60 000

70 000

80 000

|Jan06

2006 |Jan07

2007 |Jan08

2008 |Jan09

2009 |Jan10

2010 |Jan11

2011 |Jan12

2012 |Jan13

2013

in Tonnes cwe

EU-28 Exports of BEEF products

LIVE ANIMALS FRESH FROZEN PREPARED OTHERS

T R A D E T R A D E E.U. E X P O R T S

B e e f P r o d u c t s

E.U. E X P O R T S

B e e f P r o d u c t s

Page 26: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

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EU beef Exports to TURKEYTrade figures (COMEXT data) tonnes cwe

T R A D E T R A D E E.U. E X P O R T S

B e e f t o T U R K E Y

E.U. E X P O R T S

B e e f t o T U R K E Y

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

Ja

n 1

0

Feb

10

Ma

r 1

0

Ap

r 10

Ma

y 1

0

Ju

n 1

0

Ju

l 1

0

Au

g 1

0

Se

p 1

0

Oct

10

No

v 1

0

De

c 1

0

Ja

n 1

1

Feb

11

Ma

r 1

1

Ap

r 11

Ma

y 1

1

Ju

n 1

1

Ju

l 1

1

Au

g 1

1

Se

p 1

1

Oct

11

No

v 1

1

De

c 1

1

Ja

n 1

2

Feb

12

Ma

r 1

2

Ap

r 12

Ma

y 1

2

Ju

n 1

2

Ju

l 1

2

Au

g 1

2

Se

p 1

2

Oct

12

No

v 1

2

De

c 1

2

Ja

n 1

3

Feb

13

Ma

r 1

3

Ap

r 13

Ma

y 1

3

Ju

n 1

3

Ju

l 1

3

Au

g 1

3

Se

p 1

3

Fresh Bovine "Compensated" quarters

Fresh Bovine (un)-separated Forequarters

Fresh Bovine (un)-separated Hindquarters

Frozen Bovine "Compensated" quarters

Live Animals

TOTAL

Page 27: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

27

EU beef Exports to RUSSIATrade figures (COMEXT data) tonnes cwe

T R A D E T R A D E E.U. E X P O R T S

B e e f t o R U S S I A

E.U. E X P O R T S

B e e f t o R U S S I A

0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

18 000

20 000

22 000

24 000

Jan 1

0

Fe

b 1

0

Ma

r 10

Ap

r 1

0

Ma

y 1

0

Jun 1

0

Jul 1

0

Au

g 1

0

Se

p 1

0

Oct 1

0

No

v 1

0

De

c 1

0

Jan 1

1

Fe

b 1

1

Ma

r 11

Ap

r 1

1

Ma

y 1

1

Jun 1

1

Jul 1

1

Au

g 1

1

Se

p 1

1

Oct 1

1

No

v 1

1

De

c 1

1

Jan 1

2

Fe

b 1

2

Ma

r 12

Ap

r 1

2

Ma

y 1

2

Jun 1

2

Jul 1

2

Au

g 1

2

Se

p 1

2

Oct 1

2

No

v 1

2

De

c 1

2

Jan 1

3

Fe

b 1

3

Ma

r 13

Ap

r 1

3

Ma

y 1

3

Jun 1

3

Jul 1

3

Au

g 1

3

Se

p 1

3

Live animals

Fresh Bovine meat

Frozen Bovine meat

Beef Offals

TOTAL

Page 28: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

28

T R A D E T R A D E E.U. E X P O R T S

L i v e A n i m a l s

E.U. E X P O R T S

L i v e A n i m a l s

2 0

14

.

3 1

12

.

2 2

59

.

2 6

99

.

2 7

60

.

2 0

61

.

2 9

52

.

3 3

99

.

3 8

34

.

2 7

99

.

2 9

89

.

2 6

11

.

6 5

52

. 9

62

8

.7

07

5

.7

57

7

.5

55

4

.2

38

9

.3

38

0

.4

41

6

.8

02

6

. 11

06

8

.7

26

3

.6

50

3

.5

56

0

.2

62

9

.4

63

7

.2

15

2

.8

68

.9

74

.5

96

.3

88

.2

04

.4

14

.2

05

.2

15

.2

63

.

2 1

11

.

2 5

11

.

3 5

65

.

6 2

85

.

4 1

34

.

3 9

38

.

3 7

38

.

2 6

56

.

2 1

73

.

1 9

29

.

3 3

48

.

3 9

79

.

3 2

59

.

2 1

96

.

1 9

95

.

2 4

41

.

5 1

61

.

4 1

73

.

1 7

47

.

2 7

57

.

1 3

44

.

1 9

92

.

2 0

71

.

1 1

74

.

3 0

94

.

3 2

07

.

2 3

05

.

1 6

27

.

2 0

91

.

1 4

36

.

1 3

81

.

2 3

75

.

2 5

62

.

3 1

11

.

3 2

37

.

3 3

42

.

2 0

66

.

2 0

26

.

3 3

72

.

2 7

44

.

3 6

60

.

2 6

00

.

4 1

25

.

2 0

99

.

1 9

69

.

3 1

90

.

3 3

73

.

4 7

52

.

4 0

73

.

4 4

49

.

3 9

54

.

4 8

85

.

5 9

68

.

4 6

29

.

3 8

96

.

3 7

65

.

3 5

70

.

3 3

71

.

3 2

57

. 3 8

89

.

3 7

51

.

4 3

40

.

4 3

06

.

5 2

89

.

6 9

55

.

5 8

84

.

6 4

95

.

4 0

55

.

3 1

79

.

5 7

38

.

4 2

92

.

3 8

21

.

4 0

99

.

5 0

75

.

3 7

46

.

3 7

05

.

4 3

07

.

4 6

08

.

5 9

35

.

3 8

22

.

3 9

91

.

4 8

67

.

6 7

15

.

5 7

01

.

4 4

65

.

4 4

68

.

2 0

51

. 4 3

76

.

0

5 000

10 000

15 000

20 000

25 000

Jan

09

Mar

09

May 0

9

Jul 09

Sep

09

Nov 0

9

Jan

10

Mar

10

May 1

0

Jul 10

Sep

10

Nov 1

0

Jan

11

Mar

11

May 1

1

Jul 11

Sep

11

Nov 1

1

Jan

12

Mar

12

May 1

2

Jul 12

Sep

12

Nov 1

2

Jan

13

Mar

13

May 1

3

Jul 13

Sep

13

To

nn

es C

WE

.

EU-28 Exports of LIVE Bovine Animals(Source COMEXT - Tonnes cwe)

Turkey Algeria Lebanon Other

Page 29: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

29

EU imports of beef and live animals (1):Trade figures (COMEXT – tonnes cwe)

OriginsOrigins

T R A D E T R A D E E.U. I M P O R T S

Beef & Live Animals

E.U. I M P O R T S

Beef & Live Animals

Page 30: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

30

EU imports of beef and live animals (2):Trade figures (COMEXT)

T R A D E T R A D E E.U. I M P O R T S

Beef & Live Animals

E.U. I M P O R T S

Beef & Live Animals

91 982 92 010 106 299

47 928 38 90635 864

41 36640 022

41 064

32 29427 453

29 768

241 709 229 143249 490

0

50 000

100 000

150 000

200 000

250 000

300 000

Jan-Sep 11 Jan-Sep 12 Jan-Sep 13

InTonnes

cwe

IMPORTS of Beef & Veal into EU (Tonnes cwe)

Brazil Argentina Uruguay Australia USA Other origins

385 173 413 093 430 500

340 402 309 835 285 700

213 846 214 574 211 795

72 016 84 369 111 282

174 692 151 017 142 005

1 279 265 1 289 139 1 303 244

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

Jan-Sep 11 Jan-Sep 12 Jan-Sep 13

in 1000EUR

IMPORTS of Beef & Veal into EU (1000 EUR)

Brazil Argentina Uruguay Australia USA Other origins

Page 31: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

31

T R A D E T R A D E E.U. I M P O R T S

B e e f P r o d u c t s

E.U. I M P O R T S

B e e f P r o d u c t s

0

10 000

20 000

30 000

40 000

50 000

60 000

|Jan06

2006 |Jan07

2007 |Jan08

2008 |Jan09

2009 |Jan10

2010 |Jan11

2011 |Jan12

2012 |Jan13

2013

in Tonnes cwe

EU-28 Imports of BEEF products

FRESH FROZEN PREPARED OTHERS

Page 32: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

32

452403

446401

436 429398

491 513 529565

513556

395431

379324 307

249

1 263

1 1711 120

825

1 028

736

598 598

481455

352292

248292

249

487

636

519

328

0

200

400

600

800

1 000

1 200

1 400

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Jan-Sep13

1000 Tonne

IMPORTS EXPORTS

452403

446401

436 429398

491 513 529565

513556

395431

379324 307

249

1.263

1.1711.120

825

1.028

736

598 598

481455

352292

248292

249

487

636

519

328

0

200

400

600

800

1.000

1.200

1.400

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Jan-Sep13

1000 Tonne

IMPORTS EXPORTS

Trade balance of beef and live animals

T R A D E T R A D E E.U. T R A D E B A L A N C E

Beef & Live Animals

E.U. T R A D E B A L A N C E

Beef & Live Animals

Page 33: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

33

W O R L DB E E F M A R K E TW O R L DB E E F M A R K E T

EXCHANGE RATE INDEX / Euro

Main Trading Partners

EXCHANGE RATE INDEX / Euro

Main Trading Partners

60,0

80,0

100,0

120,0

140,0

160,0

180,0

I 2008 I 2009 I 2010 I 2011 I 2012 I 2013 |

Index of monthly exchange rates of the main trading partners compared to the €uro

notification on the 1st of the monthJanuary 2001 = 100

Real US$ Ruble AUS$ CDN$

Page 34: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

34

W O R L DB E E F M A R K E TW O R L DB E E F M A R K E T

E.U. I M P O R T S

BEEF MAIN IMPORTERS

E.U. I M P O R T S

BEEF MAIN IMPORTERS

Source : GTA * Excluding live animals (0102), fats, preparations of several types of meat (0209, 0210 99 and 1602 90)

0

Uni

ted

Sta

tes

(up

to A

ug)

Uni

ted

Sta

tes

(up

to A

ug)

Chi

na +

H. K

ong

Chi

na +

H. K

ong

Rus

sia

Rus

sia

Japa

n

Japa

n

Mex

ico

(up

to A

ug)

Mex

ico

(up

to A

ug)

Sou

th K

orea

Sou

th K

orea

EU

EU

Can

ada

(up

to A

ug)

Can

ada

(up

to A

ug)

Chi

le (

up to

Jul

)

Chi

le (

up to

Jul

)

0

100

200

300

400

500

600

700

800

900

1 000

2012 (up to September) 2013 (up to September)

Qty

in 1

000 T

onnes

Main Importers of BEEF Products (up to September)

No 2103 figures available for : Mexico, Taiwan, Chile, ...

* Excluding live animals (0102), fats, preparations of several types of meat (0209, 0210 99 and 1602 90)

Page 35: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

35

W O R L DB E E F M A R K E TW O R L DB E E F M A R K E T

E.U. E X P O R T S

BEEF MAIN EXPORTERS

E.U. E X P O R T S

BEEF MAIN EXPORTERS

Source : GTA * Excl udi ng l i ve ani mal s (0102) , f ats, preparat i ons of several types of meat (0209, 0210 99 and 1602 90)

Uni

ted

Sta

tes

(up

to A

ug)

Uni

ted

Sta

tes

(up

to A

ug)

Aus

tral

ia

Aus

tral

ia

Bra

zil

Bra

zil

Indi

a (u

p to

Aug

)

Indi

a (u

p to

Aug

)

New

Zea

land

New

Zea

land

Can

ada

(up

to A

ug)

Can

ada

(up

to A

ug)

EU

EU

Uru

guay

(up

to A

ug)

Uru

guay

(up

to A

ug)

Par

agua

y

Par

agua

y

Arg

entin

a

Arg

entin

a

Mex

ico

(up

to A

ug)

Mex

ico

(up

to A

ug)

0

200

400

600

800

1 000

1 200

1 400

2012 (up to September) 2013 (up to September)

Qty

in 1

000 T

onnes

Main Exporters of BEEF Products (up to September)

* Excluding live animals (0102), fats, preparations of several types of meat (0209, 0210 99 and 1602 90)

Page 36: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

36

W O R L DB E E F M A R K E TW O R L DB E E F M A R K E T

STEER PRICES

US & EU

STEER PRICES

US & EU

100

150

200

250

300

350

400

450

| 10 | 11 | 12 | 13 |

weekly US & EU Steer prices in €uro/100kg carcase

Steers 550-700lb Omaha (Nebraska) Feeder Steer 600-700lb Oklahoma CityEU Beef C R3 Steers 1050 - 1200lb Okla/ TexCanada: All Steers (agr,gc,ca) Australia: All SteersNew Zeal. Avg steers T2 NI & SI

Page 37: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

37

100

150

200

250

300

350

400

| Year2009

| Year2010

| Year 2011 | Year2012

| Year 2013 |

€uro

/ 10

0kg

Market prices for Adult Male Bovine in Brazil (Pecuaria.com.br), Argentina (abc-consrt),

Uruguay (Inac) and EU

EU Beef A/C R3 AVG Arroba do Boi (6 St) (Pecuària.com.br)

Media Res Novillo (Inac Uruguay) (abc-consort) Argentina Novillo

W O R L DB E E F M A R K E TW O R L DB E E F M A R K E T

ADULT MALE BOVINE PRICES

Brazil Argentina Uruguay EU

ADULT MALE BOVINE PRICES

Brazil Argentina Uruguay EU

Page 38: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 21 November 2013.

38

S H O R T T E R MF O R E C A S TS H O R T T E R MF O R E C A S T

P R O D U C T I O NC O N S U M P T I O N

P R I C E S

P R O D U C T I O NC O N S U M P T I O N

P R I C E S

2011 2012 2013 2014

BALANCE - 181 - 346 - 348 - 266

EU - CARCASS PRICES 2011 2012 2013 2014

Sources : EStat New Cronos, Member States

( 1000T )EU.15 PRODUCTION

( 1000T )EU.15 CONSUMPTION

269,1 317,8- 0,61%

6 759

315,8

393,5

7 107

( €/100 kg )ADULT MALE BOVINES

COWS

+ 1,48%349,7 387,8

+ 11,9% + 10,9%

- 2,37%

7 397

6 923- 1,53% - 4,06%

- 2,23%- 1,74%

7 216

7 269

+ 16,5%

- 0,97%

( €/100 kg )

6 858

7 124

390,8

313,1

+ 1,46%

+ 0,24%

- 0,69%

- 0,87%+ 18,1%