BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

40
BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012

Transcript of BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

Page 1: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

BEEF & VEALMARKET SITUATION

"Single CMO" Management Committee 22 November 2012

Page 2: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

2012 2012 2012 2012

1000 Hd 2009 2010 2011 2012 2011 2009 2010 2011 2012 2011 2009 2010 2011 2012 2011 2009 2010 2011 2012 2011

BE 2.601 2.593 2.560 760 758 759 493 505 495 1.348 1.329 1.306

BGCZDK 1.621 1.642 1.645 1.629 -1,0% 536 547 550 544 -1,1% 315 325 328 322 -1,8% 769 771 766 763 -0,4%

DE 12.945 12.810 12.563 12.477 -0,7% 3.973 3.902 3.800 3.850 +1,3% 3.106 3.083 2.993 2.912 -2,7% 5.867 5.825 5.771 5.715 -1,0%

EEIE 6.891 6.607 6.493 6.754 +4,0% 1.889 1.761 1.846 2.036 +10,3% 1.736 1.632 1.528 1.660 +8,6% 3.265 3.213 3.119 3.058 -2,0%

ELES 6.009 6.277 6.048 6.003 -0,7% 2.119 2.184 1.994 2.084 +4,5% 723 721 963 862 -10,5% 3.168 3.372 3.091 3.057 -1,1%

FR 20.029 20.002 19.714 19.282 -2,2% 5.601 5.747 5.701 5.602 -1,7% 3.687 3.527 3.502 3.452 -1,4% 10.742 10.728 10.512 10.227 -2,7%

IT 6.343 6.056 5.790 5.527 -4,6% 1.740 1.704 1.693 1.455 -14,1% 1.534 1.525 1.424 1.316 -7,6% 2.824 2.827 2.673 2.756 +3,1%

CYLVLTLU 196 52 45 100

HUMTNL 3.950 3.970 3.868 3.867 -0,0% 1.590 1.590 1.551 1.565 +0,9% 630 670 623 612 -1,8% 1.730 1.720 1.695 1.690 -0,3%

AT 2.013 2.019 1.982 1.957 -1,2% 630 623 614 614 idem 444 453 437 428 -2,1% 939 943 931 915 -1,6%

PL 5.700 5.724 5.762 5.777 +0,3% 1.472 1.457 1.481 1.469 -0,9% 1.204 1.244 1.300 1.344 +3,4% 3.025 3.023 2.981 2.964 -0,6%

PTRO 2.617 2.501 2.113 2.063 -2,4% 636 604 509 467 -8,2% 287 274 249 242 -2,7% 1.664 1.595 1.332 1.332 idem

SISKFISE 1.538 1.537 1.512 1.500 -0,8% 488 480 475 481 +1,4% 387 388 378 368 -2,5% 664 672 659 651 -1,3%

UK 10.025 10.112 9.933 9.902 -0,3% 2.834 2.860 2.847 2.902 +1,9% 2.473 2.477 2.420 2.423 +0,1% 4.718 4.775 4.667 4.577 -1,9%

EU 82.478 81.848 79.982 76.738 -0,9% 24.319 24.217 23.819 23.068 +0,0% 17.063 16.823 16.639 15.942 -1,2% 40.821 40.794 39.503 37.706 -1,3%

Source : EStat New cronos EU %Var is calculated considering only countries available in 2011 AND 2012

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

Page 3: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

2012 2012 2012

1000 Hd 2009 2010 2011 2012 2011 2009 2010 2011 2012 2011 2009 2010 2011 2012 2011

BE 1.057 1.049 1.029 525 521 508 533 528 521

BGCZDK 681 686 686 688 +0,3% 565 574 575 582 +1,2% 116 112 110 106 -3,6%

DE 4.941 4.900 4.884 4.865 -0,4% 4.206 4.183 4.185 4.191 +0,2% 736 717 699 673 -3,7%

EEIE 2.300 2.229 2.240 2.289 +2,2% 1.097 1.093 1.141 1.204 1.137 1.147

ELES 2.782 2.830 2.734 2.638 -3,5% 838 837 851 836 -1,8% 1.945 1.992 1.882 1.803 -4,2%

FR 7.958 7.893 7.860 7.706 -2,0% 3.683 3.608 3.589 3.536 -1,5% 4.275 4.284 4.272 4.170 -2,4%

IT 2.261 2.248 2.106 2.168 +2,9% 1.815 1.851 1.718 1.800 +4,8% 446 397 389 367 -5,5%

CYLVLTLU 77 44 33

HUMTNL 1.610 1.590 1.568 1.576 +0,5% 1.530 1.510 1.463 1.478 +1,0% 80 80 105 98 -6,7%

AT 800 800 792 782 -1,3% 533 535 532 529 -0,7% 267 264 260 253 -2,5%

PL 2.688 2.656 2.626 2.578 -1,8% 2.606 2.538 2.473 2.441 -1,3% 82 118 153 137 -10,5%

PTRO 1.524 1.448 1.195 1.205 +0,8% 1.512 1.431 1.181 1.188 +0,5% 12 16 14 18 +26,6%

SISKFISE 548 546 542 541 -0,3% 357 348 347 348 +0,4% 192 198 197 193 -2,1%

UK 3.482 3.503 3.489 3.469 -0,6% 1.857 1.847 1.814 1.812 -0,1% 1.626 1.657 1.675 1.657 -1,1%

EU 32.710 32.376 31.752 30.505 -0,7% 21.167 20.877 19.235 19.882 +0,1% 11.544 11.501 10.276 10.621 -2,9%

Source : EStat New cronos EU %Var is calculated considering only countries available in 2011 AND 2012

OTHER COWSTOTAL COWS DAIRY COWS

Page 4: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

2009 2010 2011 2012

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 22 November 2012.

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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

30.000

35.000

2009 2010 2011 2012

10

00

He

ad

s

OTHERCOWS

DAIRYCOWS

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

Page 6: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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 :CY Source : EStat - Newcronos

Young cattle

-4,7%

-0,8% -0,6%

-4,5%Meat of bovine

animals

-4,7% -5,3%

-2,9% -3,4%

-12,4% -12,4%

-0,9% -1,0%

Bullock

Bull

Jan-Aug 12/11

EU 15 EU 27HEADS

-6,9% -7,0%

Cow

Heifer

Calve

-3,8

%

+1,1

%

-7,6

%

-3,4

%

-0,6

%

-7,0

%

-12,

4%

-5,6

%

-0,8

%

-5,5

%

-3,8

%

-1,4

%

-4,5

%

-2,8

%

-3,2

%

-9,4

%

-7,2

%

-4,2

%

-9,7

%

-7,6

%

+1,5

%

+1,7

%

-4,3

%

-14,

3%

+0,3

%

-5,2

%

-7,5

%

- 15 %

- 10 %

- 5 %

0%

+ 5 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

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

EU : - 4,7%

Page 7: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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 :CY Source : EStat - Newcronos

TONNESEU 15 EU 27

Jan-Aug 12/11

-1,7%

-4,5%

+0,3%

-6,4%

Cow

Bullock -11,5%

-4,0%

+0,6%

Meat of bovine

animals-4,6%-4,5%

-5,0% -4,9%Young cattle

Calve

-1,5%

Heifer

Bull -6,4%

-11,5%-3

,0%

+0,8

%

-8,0

%

-5,2

%

-0,5

%

-7,0

%

-11,

1%

-6,8

%

-2,1

%

-5,8

% -4,6

%

-2,4

%

-4,5

%

-1,6

%

-2,9

%

-8,0

%

-6,1

%

-2,4

%

-2,5

%

-6,3

%

-0,3

%

-5,8

%

-4,2

%

-13,

8%

-1,0

%

-6,9

%

-6,5

%

- 15 %

- 10 %

- 5 %

0%

+ 5 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

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

EU : - 4,6%

Page 8: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

1100

B E B G C Z D K D E E E I E E L E S F 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

Youngcattle

Calves

Source : EStat Newcronos 1000 TONNES : Jan-Aug 11 / Jan-Aug 12

Page 9: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

0,000

30,000

60,000

90,000

120,000

150,000

BE BG CZ DK DE EE EI EL ES FR IT CY LV LT LU HU MT NL ÖS PL PT RO SI SK SF SE UK

Sla

ug

hte

r in

To

nn

Change in Veal Slaughter(Calves & Young Cattle)

Period: Jan -Aug Year:2011 & 2012

Y. Cattle Calves

Page 10: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

0

100

200

300

400

500

600

700

800

0

100

200

300

400

500

600

700

800

2 0 1 0 2 0 1 1 2 0 1 2

1.00

0 To

nnes

1.00

0 To

nnes

EU15 EU12

Aug

Beef & Veal Production (Slaughtering) - Tonnes

Source : EStat-Newcronos

Page 11: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

388,38 389,30% change y/y : + 3,7% % change y/y : + 6,2%

Price in week 45 : Average price in October 2012 :

280

300

320

340

360

380

400

280

300

320

340

360

380

400

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

2005-2009 Avg 2010 2011 2012

Source : Member States A - R 3 > Wk.45-2012

Page 12: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

402,33 398,60% change y/y : + 8,0% % change y/y : + 11,2%

Price in week 45 : Average price in October 2012 :

280

300

320

340

360

380

400

420

280

300

320

340

360

380

400

420

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

2005-2009 Avg 2010 2011 2012

Source : Member States C - R 3 > Wk.45-2012

Page 13: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

392,93 393,61% change y/y : + 5,4% % change y/y : + 8,7%

176,7%% Ref. Price in wk 45 :

Price in week 45 : Average price in October 2012 :

289,1

311,4

333,6

355,8

378,1

400,3

130%

140%

150%

160%

170%

180%

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

€/100 kg cwe

2005-2009 Avg 2010 2011 2012

% of Reference Price

Source : Member States AC - R 3 > Wk.45-2012

Page 14: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

304,16 310,28% change y/y : + 8,2% % change y/y : + 11,7%

Price in week 45 : Average price in October 2012 :

210

230

250

270

290

310

330

210

230

250

270

290

310

330

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

2005-2009 Avg 2010 2011 2012

Source : Member States D - O 3 > Wk.45-2012

Page 15: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

397,12 397,18% change y/y : + 8,3% % change y/y : + 10,6%

Price in week 45 : Average price in October 2012 :

300

320

340

360

380

400

300

320

340

360

380

400

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

2005-2009 Avg 2010 2011 2012

Source : Member States E - R 3 > Wk.45-2012

Page 16: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

2007 2008 2009 2010 2011 2012

A R3

C R3

D O3

E R3Source : Member States

Last Update : Week 45 - 2012

Page 17: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

244,92 250,91% change y/y : + 3,9% % change y/y : + 7,7%

Price in week 45 : Average price in October 2012 :

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

2005-2009 Avg 2010 2011 2012

Source : Member BROUT > Wk.45-2012

Page 18: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

203,60 214,54% change y/y : - 1,4% % change y/y : + 2,3%

Price in week 45 : Average price in October 2012 :

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

2005-2009 Avg 2010 2011 2012

Source : Member 8D4W > Wk.45-2012

Page 19: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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Male DAIRY CALVES 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 V O L U T I O N

Male DAIRY Calves – 8D4W

E V O L U T I O N

Male DAIRY Calves – 8D4W

0

50

100

150

200

250

300

350

400

0

50

100

150

200

250

300

350

400

€/ H

ead

€/ H

ead

DE - SCHWARZBUNTE DE - BRAUNVIEH ES - TIPO FRISON

FR - MALES-ENGRAISSEMENT IE - DAIRY MALE IT - MALES-LAITIERS-VITELLI

NL - ROODBONT-NUKAS NL - ZWARTBONT-NUKAS UK - DAIRY BULLS

2 0 1 0 2 0 1 1 2 0 1 2 > W45

Page 20: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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Male BEEF CALVES 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 V O L U T I O N

Male BEEF Calves – 8D4W

E V O L U T I O N

Male BEEF Calves – 8D4W

100

200

300

400

500

600

700

100

200

300

400

500

600

700

€/ H

ead

€/ H

ead

DE - FLECKVIEH DE - KREUZUNGSKALBER ES - TIPO CRUZADO FR - MALES-ELEVAGE

IE - BEEF MALE IT - MALES-BOUCHERIE NL - VLEESRAS--NUKAS UK - BEEF BULLS

2 0 1 0 2 0 1 1 2 0 1 2 > W45

Page 21: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

562,56 555,11% change y/y : + 0,9% % change y/y : - 0,1%

Price in week 45 : Average price in October 2012 :

460

480

500

520

540

560

580

460

480

500

520

540

560

580

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

fake 2005-2009 Avg 2010 2011 2012

Source : Member BOUCH > Wk.45-2012

Page 22: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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 V O L U T I O N

Butcher Calves by MS

E V O L U T I O N

Butcher Calves by MS

350

400

450

500

550

600

650

700

350

400

450

500

550

600

650

700

€/ 1

00 k

g ca

rcas

e

€/ 1

00 k

g ca

rcas

se

BE - VEAUX BLANCS E,U,R FR - VEAUX DE BOUCHERIE IT - CARNE BIANCA NL - VLEESKALF-ROOD NL - VLEESKALF-ZWART

2 0 1 0 2 0 1 1 2 0 1 2 > W45

Page 23: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

50

100

150

200

250

300

350

400

450

0

100

200

300

400

| 2008 | 2009 | 2010 | 2011 | 2012 |

€u

ro/

he

ad

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

Remainder Young Bulls A.R 3 Extra gain of FCR between 7- 6 Feedcost x*7

Feed conversion rate: (FCR) 7 or 6 kg feed = 1kg live weight.Feed ration: 40% compound feed (energy + proteine), 15% barley, 15% maize, 20% wheat, 10% straw Carcase yield: 0.57

Page 24: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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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

100

200

300

400

500

0

100

200

300

400

500

| 2008 | 2009 | 2010 | 2011 | 2012 |

€u

ro/

he

ad

Remainder of: Selling price AR 3,minus purchased calf plus feedcost for grain/ grass fattening.

Remainder Young Bulls A.R 3 Extra gain of FCR between 7- 6 Feedcost x*7

Feed conversion rate: (FCR) 7 or 6 kg feed = 1kg live weight.Feed ration: 62,7% fodder (silage maize), 18,6% grains (maize + wheat, 13,3% soja cake, 5,3% straw Carcase yield: 0.57

Page 25: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

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

DestinationsDestinationsCompared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Sep 11

Turkey 204 0.1% 571 0.2% 70 370 14.5% 166 737 26.2% 85 919 21.9% - 34.7%

Russia 102 347 35.1% 50 881 20.4% 135 762 28.0% 138 635 21.8% 70 032 17.9% - 30.0%

Lebanon 5 619 1.9% 7 838 3.1% 33 774 7.0% 22 568 3.6% 18 490 4.7% - 5.9%

Croatia 19 917 6.8% 25 126 10.1% 23 159 4.8% 24 969 3.9% 17 336 4.4% - 7.3%

Sw itzerland 25 968 8.9% 19 072 7.7% 22 340 4.6% 26 431 4.2% 14 225 3.6% - 30.5%

Algeria 1 689 0.6% 6 681 2.7% 16 151 3.3% 17 970 2.8% 11 399 2.9% - 23.1%

Other Destinations 126 887 43.5% 125 591 50.4% 168 757 1.1% 237 927 37.5% 170 775 43.6% - 3.9%

EXTRA EU 25/27 291 601 249 165 485 166 635 236 391 924

% change - 15% + 95% + 31% - 18.1%

2008 2009 2010 Jan-Sep 122011

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 26: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

42

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

22 054

501 310359 942

162 067

248 867

203 262363 244

491 447

523 034

689 731

1 443 214

1 274 077

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

1 600 000

Jan-Sep 10 Jan-Sep 11 Jan-Sep 12

1,00

0 EU

R

EU EXPORTS of Beef & Veal (1000 EUR)

Turkey Russia Ghana Hong Kong

Switzerland Croatia Other destinations

131 53485 91982 386

100 094

70 032

147 877

177 760

170 775284 519

478 588

391 924

0

100 000

200 000

300 000

400 000

500 000

600 000

Jan-Sep 10 Jan-Sep 11 Jan-Sep 12

Tonn

es c

w

EU EXPORTS of Beef & Veal (Tonnes cwe)

Turkey Russia Ghana Hong Kong

Switzerland Croatia 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 27: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

43

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

in Tonnes cwe

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 28: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

44

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

Jan

10

Feb

10

Ma

r 1

0

Ap

r 10

Ma

y 1

0

Jun

10

Jul 1

0

Au

g 1

0

Se

p 1

0

Oct

10

No

v 1

0

De

c 1

0

Jan

11

Feb

11

Ma

r 1

1

Ap

r 11

Ma

y 1

1

Jun

11

Jul 1

1

Au

g 1

1

Se

p 1

1

Oct

11

No

v 1

1

De

c 1

1

Jan

12

Feb

12

Ma

r 1

2

Ap

r 12

Ma

y 1

2

Jun

12

Jul 1

2

Au

g 1

2

Se

p 1

2

Fresh Bovine "Compensated" quarters

Fresh Bovine (un)-separated Forequarters

Fresh Bovine (un)-separated Hindquarters

Frozen Bovine "Compensated" quarters

Live Animals

TOTAL

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

Page 29: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

45

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

10

Fe

b 10

Ma

r 10

Ap

r 1

0

Ma

y 10

Jun

10

Jul 1

0

Au

g 10

Se

p 10

Oct

10

No

v 10

De

c 10

Jan

11

Fe

b 11

Ma

r 11

Ap

r 1

1

Ma

y 11

Jun

11

Jul 1

1

Au

g 11

Se

p 11

Oct

11

No

v 11

De

c 11

Jan

12

Fe

b 12

Ma

r 12

Ap

r 1

2

Ma

y 12

Jun

12

Jul 1

2

Au

g 12

Se

p 12

Live animalsFresh Bovine meatFrozen Bovine meatBeef OffalsTOTAL

Page 30: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

46

2 0

14

.

3 1

12

.

2 2

59

.

2 6

99

.

2 7

60

.

2 0

57

.

2 9

33

.

3 3

99

.

3 8

34

.

2 7

99

.

2 9

89

.

2 6

11

. 6 5

52

.

9 6

28

.

7 0

75

.

7 5

77

.

5 5

54

.

2 3

89

.

3 3

81

.

4 3

40

.

7 9

87

.

11 0

53

.

7 2

32

.

6 5

03

.

5 5

70

.

2 1

11

.

2 5

11

.

3 5

65

.

5 7

89

.

3 9

53

.

3 8

04

.

3 1

83

.

2 4

32

.

1 8

76

.

1 9

29

.

3 3

48

.

3 9

69

.

2 7

28

.

2 1

96

.

1 9

95

.

2 4

41

.

3 8

72

.

3 2

27

.

1 7

47

.

2 9

56

.

3 6

07

.

4 0

40

.

4 0

99

.

4 2

51

.

3 0

97

.

3 4

58

.

4 5

97

.

4 1

27

.

5 0

05

.

3 6

77

.

5 2

13

.

2 6

84

.

3 0

04

.

4 3

74

.

4 3

28

.

5 8

51

.

5 3

29

.

5 8

29

.

5 4

18

.

6 6

01

.

6 6

17

.

6 1

58

.

5 1

35

.

4 1

12

.

5 0

70

.

5 0

05

.

4 8

86

.

5 4

12

.

4 4

37

. 4 8

92

.

5 4

78

.

6 0

38

.

7 3

62

.

6 8

17

.

6 2

15

.

3 9

88

.

3 5

73

. 6 3

52

.

4 8

77

.

4 8

18

.

4 8

99

.

5 3

91

.

4 9

25

.

4 8

28

.

0

5 000

10 000

15 000

20 000

25 000

Jan

09

Feb

09

Mar

09

Apr

09

May

09

Jun

09

Jul 0

9

Aug

09

Sep

09

Oct

09

Nov

09

Dec

09

Jan

10

Feb

10

Mar

10

Apr

10

May

10

Jun

10

Jul 1

0

Aug

10

Sep

10

Oct

10

Nov

10

Dec

10

Jan

11

Feb

11

Mar

11

Apr

11

May

11

Jun

11

Jul 1

1

Aug

11

Sep

11

Oct

11

Nov

11

Dec

11

Jan

12

Feb

12

Mar

12

Apr

12

May

12

Jun

12

Jul 1

2

Aug

12

Sep

12

To

nn

es

CW

E

.

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

Turkey Algeria

Lebanon Other

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

Page 31: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

48

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

OriginsOriginsCompared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Sep 11

Brazil 171 454 43.4% 149 007 34.6% 144 791 38.2% 125 708 38.9% 91 442 40.0% - 0.4%

Uruguay 66 402 16.8% 79 144 18.4% 66 156 17.5% 51 217 15.9% 39 473 17.3% - 3.7%

Argentina 92 924 23.5% 122 494 28.4% 79 487 21.0% 62 517 19.4% 38 830 17.0% - 19.0%

Australia 12 957 3.3% 16 937 3.9% 13 628 3.6% 18 017 5.6% 15 353 6.7% + 19.8%

USA 6 547 1.7% 9 609 2.2% 15 290 4.0% 22 914 7.1% 15 106 6.6% - 0.4%

New Zealand 12 455 3.2% 15 783 3.7% 13 669 3.6% 15 387 4.8% 12 787 5.6% + 1.2%

Namibia 10 348 2.6% 12 457 2.9% 13 571 3.6% 8 975 2.8% 7 374 3.2% - 0.3%

Switzerland 2 919 0.7% 4 394 1.0% 4 450 1.2% 5 662 1.8% 3 438 1.5% - 18.5%

Chile 2 550 0.6% 3 158 0.7% 2 441 0.6% 2 253 0.7% 1 340 0.6% - 1.3%

Serbia 1 784 0.5% 990 0.2% 1 127 0.3% 785 0.2% 427 0.2% - 27.2%

Botswana 10 395 2.6% 11 452 2.7% 15 763 4.2% 980 0.3% 474 0.2% - 91.6%

EXTRA EU 25/27395 063 431 182 378 954 322 849 228 480

% change + 9% - 12% - 15% - 5.8%

2008 2009 2010 Jan-Sep 122011

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 32: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

49

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

109 212 91 777 91 442

62 997

47 928 38 830

54 394

40 98239 473

46 339

33 86028 276

292 562

242 527228 480

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

Jan-Sep 10 Jan-Sep 11 Jan-Sep 12

InTonnes

cwe

IMPORTS of Beef & Veal into EU (Tonnes cwe)

Brazil Argentina Uruguay USA Australia Other destinations

359 426 384 651 411 279

352 712 340 398 309 293

208 927 212 631 212 752

58 991 92 811 114 779

191 636181 523 153 862

1 216 0061 283 540 1 285 730

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

Jan-Sep 10 Jan-Sep 11 Jan-Sep 12

in 1000EUR

IMPORTS of Beef & Veal into EU (1000 EUR)

Brazil Argentina Uruguay USA Australia Other destinations

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 33: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

50

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

in Tonnes cwe

Imports of BEEF products

FRESH FROZEN PREPARED OTHERS

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

Page 34: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

51

452403

446401

436 429398

491 513 529565

513556

395431

379323

228

1 263

1 1711 120

825

1 028

736

598 598

481455

352

292248

292249

485

635

392

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 Jan-Sep12

1000 Tonne

IMPORTS EXPORTS

Trade balance on 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 35: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

52

65,0

90,0

115,0

140,0

165,0

190,0

I 2007 I 2008 I 2009 I 2010 I 2011 I 2012 |

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$

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

Page 36: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

53

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 * Excl udi ng l i ve ani mal s (0102), fats, preparati ons of several types of meat (0209, 0210 99 and 1602 90)

Unite

d St

ates

Unite

d St

ates

Aust

ralia

Aust

ralia

Braz

il

Braz

il

New

Zeal

and

New

Zeal

and

EU

EU

Cana

da

Cana

da

Arge

ntin

a

Arge

ntin

a

Urug

uay

(up

to A

pr 1

2)

Urug

uay

(up

to A

pr 1

2)

Chin

a +

H. K

ong

Chin

a +

H. K

ongIn

dia

(up

to J

ul 1

2)

Indi

a (u

p to

Jul

12)

Para

guay

Para

guay

0

200

400

600

800

1 000

1 200

1 400

1 600

2011 (up to September) 2012 (up to September)

Qty

in 1

000 T

onnes

Main Exporters of BEEF Products (up to September)

Page 37: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

54

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

* EU was the 7th biggest importer of Beef products in 2011

Unite

d St

ates

Unite

d St

ates

Mex

ico

(up

to A

ug 1

2)

Mex

ico

(up

to A

ug 1

2)

Russ

ia

Russ

ia

Chin

a +

H. K

ong

Chin

a +

H. K

ong

Japa

n

Japa

n

Sout

h Ko

rea

Sout

h Ko

rea

EU

EU

Cana

da

Cana

da

Turk

ey

Turk

ey

0

100

200

300

400

500

600

700

800

2011 (up to September) 2012 (up to September)

Qty

in 1

000 T

onnes

.

Main Importers of BEEF Products (up to September)

Page 38: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

55

100,0

150,0

200,0

250,0

300,0

350,0

| Year2008

| Year2009

| Year2010

| Year 2011 | Year 2012 |

€uro

/ 10

0kg

Market prices for Adult Male Bovine in Brazil (Pecuaria.com.br), Argentina (Oncca) Uruguay (Inac) and EU

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

Novillos Export (Oncca Argentina) Media Res Novillo (Inac Uruguay)

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 PRICESAdult Male Bovine PRICES

Page 39: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

56

100,0

150,0

200,0

250,0

300,0

350,0

400,0

| 10 | 11 | 12 |

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

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

Weekly STEER PRICES

US & EU

Weekly STEER PRICES

US & EU

Page 40: BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 22 November 2012.

57

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

2009 2010 2011 2012 2013

BALANCE - 333 - 197 - 99 - 211 - 204

EU - CARCASS PRICES 2009 2010 2011 2012 2013

Sources : EStat New Cronos, Member States

+ 15,4%+ 15,9%- 5,3%

+ 1,0%- 0,6%

- 0,9% - 0,4%

- 2,1%

+ 1,7%

- 0,5%

- 2,2% + 2,9%

347,1 381,3+ 11,0% + 9,8%

- 0,5%

7 313

7 015- 0,8% - 2,7%

- 0,6%- 1,2%

7 273 7 213

7 2267 470

7 066

7 399

( €/100 kg )312,8

226,8 230,6

ADULT MALE BOVINES

COWS( €/100 kg )

313,9

( 1000T )EU.15 PRODUCTION

( 1000T )EU.15 CONSUMPTION

267,3 308,4- 0,8%

6 982

305,9

379,4

7 186