FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417...

51
12 February 2019 Nico Hawkins General Manager FARMWISE

Transcript of FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417...

Page 1: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

12 February 2019

Nico Hawkins

General Manager

FARMWISE

Page 2: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize

Page 3: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

White Maize: Production & Producer DeliveriesCEC Estimates, Yield, Ha & SAGIS Deliveries (2018/19 Progr. 1 May ‘18 – 1 Feb ‘18)

0.0

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6 000 000

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12 000 000

08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Progr.

May-Dec

18/19Proj.

WHITE MAIZE: CEC ESTIMATE, YIELD, HA & SAGIS DELIVERIES

CEC (Crop Est.) SAGIS (Prod Del) CEC (Ha) CEC (Yield)

S&DEC

Ton Yield

1 May '18 - 1 Feb '19

Page 4: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Crop Estimate vs. Producer Deliveries

White maize: Production, Retention & Deliveries

2018/19 * 2017/18 2016/17

Ton Ton Ton

CEC Production 6 801 560 9 916 000 3 408 500

Less Retentions 200 000 229 000 41 052

Total available 6 601 560 9 687 000 3 367 448

SAGIS Deliveries 6 189 417 9 268 593 3 551 822

Difference 412 143 418 407 -184 374

* 2018/19 - 1 May '18 - 1 Feb '19

Source: Sagis and CEC

Page 5: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

White Maize: Imports & Exports (2018/19 Progr. 1 May ‘18 – 25 Jan ‘19)

Raw material

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2 100 000

08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Progr.

May-Dec

18/19Proj.

WHITE MAIZE: IMPORTS & EXPORTS

Imports Exports S&DEC

Ton

1 May '18 - 25 Jan '19

Page 6: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

White Maize: Exports (2018/19 Progr. 1 May ‘18 – 25 Jan ‘19)

Raw material – Major destinations

Italy13.4%

Botswana43.6%

Lesotho10.7%

Spain5.1%

Mozambique15.4%

Nambia9.0%

Swaziland2.9%

White Maize Exports1 May '18 - 25 Jan '19

Progr. Total: ton347 751

Page 7: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Yellow Maize: Production & Producer DeliveriesCEC Estimates, Yield, Ha & SAGIS Deliveries

(2018/19 Progr. 1 May ‘18 – 25 Jan ‘19)

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08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Progr.

May-Dec

18/19Proj.

YELLOW MAIZE: CEC ESTIMATE, YIELD, HA & SAGIS DELIVERIES

CEC (Crop Est.) SAGIS (Prod Del) CEC (Ha) CEC (Yield) S&DEC

Ton Yield

1 May '18 - 1 Feb '19

Page 8: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Crop Estimate vs. Producer Deliveries

Yellow maize: Production, Retention & Deliveries

2018/19 * 2017/18 2016/17

Ton Ton Ton

CEC Production 6 129 650 6 904 000 4 370 000

Less Retentions 350 000 352 000 286 664

Total available 5 779 650 6 552 000 4 083 336

SAGIS Deliveries 5 432 804 6 360 089 3 917 778

Difference 346 846 191 911 165 558

* 2018/19 - 1 May '18 - 1 Feb '19

Source: Sagis and CEC

Page 9: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Yellow Maize: Imports & Exports

Raw material(2018/19 Progr. 1 May ‘18 – 25 Jan ‘19)

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08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Progr.

May-Dec

18/19Proj.

YELLOW MAIZE: IMPORTS & EXPORTS

Imports Exports S&DEC

Ton

1 May '18 - 25 Jan '19

Page 10: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Yellow Maize: Exports (2018/19 Progr. 1 May ‘18 – 25 Jan ‘19)

Raw material – Major destinations

Thaiwan7.4%

Japan10.5%

Mozambique11.2%

Italy6.9%

Vietnam47.8%

Korea, Dem14.7%

Other7.6%

Yellow Maize Exports1 May '18 - 25 Jan '19

Progr. Total: ton1 445 481

Page 11: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize Exports: SARS FOB Prices

Exports Tariff line 1005.90.90 Maize - Other including:

Tariff line 1005.90.10 Maize - Dried Kernels

Country TonFOB value

R'000

Rand

per ton

Algeria 78.000 620.22 7 951.54

Angola 404.170 1 797.18 4 446.59

Argentina 125.000 582.97 4 663.76

Australia 19.762 176.25 8 918.72

Bahrain 75.048 634.92 8 460.23

Benin 104.000 788.02 7 577.13

Botswana 155 155.374 344 446.07 2 220.01

Cameroon 50.000 411.86 8 237.12

China 0.205 9.23 45 019.51

Congo 21.600 42.31 1 958.89

Congo Dem Rep Of 11.911 336.16 28 223.18

Cote D Ivoire 1 915.540 15 227.96 7 949.70

Egypt 225.001 1 425.97 6 337.61

France 14.498 271.51 18 726.95

Gambia 5 230.777 31 745.23 6 068.93

Georgia 125.000 883.82 7 070.56

Germany 22.000 173.93 7 905.73

Ghana 20 470.672 61 754.00 3 016.71

India 6 148.320 43 076.08 7 006.15

Ireland 0.008 0.53 66 625.00

Israel 20.180 110.31 5 466.30

Italy 128 000.000 323 363.94 2 526.28

Japan 150 584.751 399 697.02 2 654.30

Jordan 312.000 2 155.20 6 907.70

Kenya 892.303 7 612.72 8 531.54

Korea, Rep Of 150 924.700 404 559.73 2 680.54

Korea, Dem Peoples 1 288.000 4 349.18 3 376.69

Lebanon 47.988 270.81 5 643.37

Lesotho 47 373.217 108 159.63 2 283.14

Country TonFOB value

R'000

Rand

per ton

Madagascar 3.747 59.73 15 940.69

Malawi 30.637 345.27 11 269.55

Malaysia 352.605 3 150.09 8 933.76

Maldives 0.110 9.20 83 654.55

Mauritius 52.730 386.00 7 320.35

Mozambique 72 460.778 170 907.53 2 358.62

Namibia 63 130.992 155 732.89 2 466.82

Nigeria 104.035 809.57 7 781.65

Pakistan 468.000 3 767.25 8 049.68

Qatar 40.825 381.99 9 356.95

Russian Federation 1 072.110 8 040.00 7 499.23

Saint Helena 7.161 32.39 4 523.11

Sierra Leone 26.000 196.42 7 554.54

Singapore 53 827.008 144 685.86 2 687.98

Sri Lanka 555.959 4 616.69 8 304.01

Swaziland 79 160.726 170 221.31 2 150.33

Taiwan, Prov of China 52 220.450 137 957.52 2 641.83

Tanzania 0.542 61.54 113 540.09

Thailand 3 232.986 30 029.79 9 288.56

Togo 442.000 3 317.95 7 506.68

Turkey 26.000 207.30 7 973.15

Uganda 24.078 123.60 5 133.19

Ukraine 24.948 240.92 9 657.05

United Arab Emirates 8 835.980 67 132.79 7 597.66

United Kingdom 504.975 3 122.30 6 183.07

Unknown 1 584.886 4 789.91 3 022.24

Vietnam 695 008.874 1 856 527.80 2 671.23

Zambia 582.503 3 890.28 6 678.56

Zimbabwe 1 976.172 18 466.90 9 344.78

Total 1 705 397.843 4 543 893.52 2 664.42

Progr. May - Dec 18Source: SARS

(Progr. May – Dec ‘18)

Page 12: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize

2019/20

Production

Scenario’s

Page 13: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize production scenarios

for 2019/20 Marketing season%

T/ha Ton Ha T/ha Ton Ha T/ha Ton Possibility

1 1 480 600 4.44 6 579 460 1 045 200 5.29 5529740 2 525 800 4.79 12 109 200 0

2 1 257 000 4.44 5 581 080 1 011 900 5.29 5 352 951 2 268 900 4.82 10 934 031 0

3 1 148 400 4.52 5 190 768 966 000 5.50 5 313 000 2 114 400 4.97 10 503 768 10

4 1 148 400 3.66 4 198 360 966 000 5.71 5 511 748 2 114 400 4.59 9 710 108 40

5 1 148 400 3.42 3 926 403 966 000 5.07 4 898 907 2 114 400 4.17 8 825 310 10

6 1 035 900 4.12 4 268 178 911 500 5.49 5 002 143 1 947 400 4.76 9 270 321 30

7 1 023 480 4.10 4 196 000 885 000 5.46 4 828 148 1 908 480 4.73 9 024 148 10

2016/17 3.27 4.33

1 Area and Yield = 10 year ave

2 CEC Peliminary area : Yield = 10 year ave

AREA = % INTENTIONS FOR DRYLAND

3 Area FS and NW = 80%, rest = 100% : Yield = 4 year ave

4 Area FS and NW = 80%, rest = 100% : Yield = 4 year ave minus 30% for FS and NW

5 Area FS and NW = 80%, rest = 100% : Yield = 4 year ave minus 40% for FS and NW

6 Area FS and NW = 70%, rest = 100% : Yield = 4 year ave minus 20% for FS and NW

7 Area FS and NW = 70%, rest = 95% : Yield = 4 year ave minus 20% for FS and NW

Yellow TotaalWhite

Ha

Page 14: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

White Maize:

Supply & Demand

(Ton)

Scenario Scenario

4 6

Estimate Estimate Estimate

Dec/18 Dec/18 Dec/18

2018/19 2019/20 2019/20

CEC (Crop Estimate) (2018/19 less 250 000 ton) 6 551 560 4 198 360 4 268 178

CEC (Retention) 200 000 150 000 150 000

Min Early deliveries current 117 369 150 000 150 000

Plus Early deliveries next 150 000 150 000 150 000

Available for the commercial market 6 384 191 4 048 360 4 118 178

SUPPLY

Opening stock (1 May) 2 428 653 1 691 844 1 691 844

Prod deliveries* 6 351 560 4 048 360 4 118 178

Imports 0 0 0

Early deliveries (Net)** 32 631 0 0

Surplus 10 000 10 000 10 000

Total Supply 8 822 844 5 750 204 5 820 022

DEMAND

Processed for the local market 6 512 000 4 862 000 4 862 000

- human 4 650 000 4 650 000 4 650 000

- animal and industrial 1 850 000 200 000 200 000

- gristing 12 000 12 000 12 000

Withdrawn by producers 16 000 16 000 16 000

Released to end-consumers 30 000 30 000 30 000

Net receipts(-)/disp(+) 5 000 5 000 5 000

Deficit

Local demand 6 563 000 4 913 000 4 913 000

Exports 568 000 468 000 468 000

- products 68 000 68 000 68 000

- whole maize 500 000 400 000 400 000

Total Demand 7 131 000 5 381 000 5 381 000

Ending Stock (30 Apr) 1 691 844 369 204 439 022

- processed p/month 542 666.7 405 166.7 405 166.7

- months' stock 3.1 0.9 1.1

- days' stock 94.8 27.7 33.0

Page 15: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Yellow Maize:

Supply & Demand(Ton)

Scenario Scenario

4 5

Estimate Estimate Estimate

Dec/18 Dec/18 Dec/18

2018/19 2019/20 2019/20

CEC (Crop Estimate) (2018/19 less 200 000 ton) 5 959 650 5 511 748 5 002 143

CEC (Retention) 350 000 350 000 350 000

Min Early deliveries current 122 548 350 000 350 000

Plus Early deliveries next 350 000 350 000 350 000

Available for the commercial market 5 837 102 5 161 748 4 652 143

SUPPLY

Opening stock (1 May) 1 260 823 1 355 925 1 355 925

Prod deliveries* 5 609 650 5 161 748 4 652 143

Imports 150 000 485 000 995 000

Early deliveries(netto) 227 452 0 0

Surplus 10 000 10 000 10 000

Total Supply 7 257 925 7 012 673 7 013 068

DEMAND

Processed 4 062 000 5 762 000 5 762 000

-human 550 000 550 000 550 000

-animal + industriel 3 500 000 5 200 000 5 200 000

-gristing 12 000 12 000 12 000

Withdrawn by producers 50 000 50 000 50 000

Released to end-consumers 140 000 140 000 140 000

Net receipts(-)/disp(+) 10 000 10 000 10 000

Deficit

Local demand 4 262 000 5 962 000 5 962 000

Exports 1 640 000 340 000 340 000

-products 140 000 140 000 140 000

-whole maize 1 500 000 200 000 200 000

Total Demand 5 902 000 6 302 000 6 302 000

Ending Stock (30 Apr) 1 355 925 710 673 711 068

- processed p/month 338 500.0 480 166.7 480 166.7

- months' stock 4.0 1.5 1.5

- days' stock 121.8 45.0 45.0

Page 16: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Total Maize:

Supply & Demand(Ton)

Scenario Scenario

4 6

Estimate Estimate Estimate

Dec/18 Dec/18 Dec/18

2018/19 2019/20 2019/20

CEC (Crop Estimate) (2018/19 less 450 000 ton) 12 511 210 9 710 108 9 270 321

CEC (Retention) 550 000 500 000 500 000

Min Early deliveries current 117 369 150 000 150 000

Plus Early deliveries next 500 000 500 000 500 000

Available for the commercial market 12 343 841 9 560 108 9 120 321

SUPPLY

Opening stock (1 May) 3 689 476 3 047 769 3 047 769

Prod deliveries* 11 961 210 9 210 108 8 770 321

Imports 150 000 485 000 995 000

Early deliveries (Net)** 260 083 0 0

Surplus 20 000 20 000 20 000

Total Supply 16 080 769 12 762 877 12 833 090

DEMAND

Processed for the local market 10 574 000 10 624 000 10 624 000

- human 5 200 000 5 200 000 5 200 000

- animal and industrial 5 350 000 5 400 000 5 400 000

- gristing 24 000 24 000 24 000

Withdrawn by producers 66 000 66 000 66 000

Released to end-consumers 170 000 170 000 170 000

Net receipts(-)/disp(+) 15 000 15 000 15 000

Deficit 0 0 0

Local demand 10 825 000 10 875 000 10 875 000

Exports 2 208 000 808 000 808 000

- products 208 000 208 000 208 000

- whole maize 2 000 000 600 000 600 000

Total Demand 13 033 000 11 683 000 11 683 000

Ending Stock (30 Apr) 3 047 769 1 079 877 1 150 090

- processed p/month 881 166.7 885 333.3 885 333.3

- months' stock 3.5 1.2 1.3

- days' stock 105.2 37.1 39.5

Page 17: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Oilseeds

Page 18: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

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08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Mar-Dec

Progr.

18/19Proj.

19/20Proj.

SOYBEANS: CEC Crop Est., Ha, Yield & SAGIS Deliveries

SAGIS (Prod Del) CEC (Crop Est) CEC (Ha) CEC (Yield)Ton Yield

(S&DEC) (CEC)

Soybeans: CEC Estimate, Yield, Ha & SAGIS deliveries(2018/19: Prog. Mar – Dec ‘18)

Page 19: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Soybeans: Production & Producer deliveries

Crop Estimate vs. Producer Deliveries

2017/18 2016/17

CEC Production 1 550 800 * 1 316 000 742 000

Less Retentions 27 000 27 000 32 000

Total available 1 490 947 1 289 000 710 000

SAGIS Deliveries 1 471 710 ** 1 290 218 713 660

Difference 19 237 -1 218 -3 660

* Final estimate

** SAGIS Progressive: 1 Mar 31 Dec '18

Soybean

Ton

2018/19

Page 20: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Soybeans: Imports & ExportsSummarised info

2018/19

Progressive

Mar - Dec '18

2017/18 2016/17

Import 6 432 27 508 271 098

Export 32 744 414 6 745

Source: SAGIS

Marketing year

Soybean

Ton

Page 21: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Soybeans: Imports for RSA(2018/19: Progr. Mar – Dec ‘18)

Month Ethiopia Malawi Mozambique Ukraine Zambia Month TotalProgressive

Total

March 2018 0 0 0 0 464 464 464

Apr 2018 0 0 0 0 677 677 1 141

May 2018 0 0 0 0 135 135 1 276

June 2018 0 0 0 0 791 791 2 067

July 2018 0 0 0 0 1 187 1 187 3 254

August 2018 99 0 0 0 0 99 3 353

September 2018 61 301 0 0 0 362 3 715

October 2018 0 224 0 0 240 464 4 179

November 2018 0 640 343 276 0 1 259 5 438

December 2018 0 625 0 369 0 994 6 432

TOTAL 2018/19 160 1 790 343 645 3 494 6 432

2018/19: Mar - Dec '18

Source: SAGIS

Ton

Page 22: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

0

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08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Mar-Dec

Progr.

18/19Proj.

SOYBEANS: Processed

Human Animal feed (full fat soya) Crush (oil/oilcake)

Ton

Source:S&DEC

Soybeans: Consumption(2018/19 : Progr. Mar – Dec ‘18)

Page 23: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Soybeans: SARS FOB PricesImports per country: 1201.90 Soybeans – whether or not broken2018/19: Progr. Mar – Dec ’18

Country Ton FOB value R'000 FOB Rand/ton

China 5.025 112.76 22 440.53

Ethiopia 220.000 855.20 3 887.27

France 1.500 25.82 17 213.33

Japan 0.001 0.02 20 000.00

Malawi 30.200 54.09 1 790.89

Mozambique 586.000 4 464.39 7 618.41

South Africa 92.140 373.58 4 054.48

Switzerland 0.006 0.01 1 666.67

Taiwan, Prov of China 0.099 0.30 3 083.16

Thailand 0.079 1.53 19 367.09

Ukraine 768.830 4 619.64 6 008.67

United Kingdom 0.001 0.74 744 000.00

United States 0.001 0.33 330 000.00

Zambia 3 281.896 13 788.90 4 201.50

All countries 4 985.778 24 297.32 4 873.33

Source: SARS

2018/19: Mar - Dec '18

Page 24: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Sunflower: CEC Estimate, Yield, Ha & SAGIS deliveries(2018/19: Prog. Mar – Dec ‘18)

0.00

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08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Mar-Dec

Progr.

18/19Proj.

19/20Proj.

SUNFLOWERSEED : CEC Crop Est., Yield, Ha & SAGIS Deliveries

SAGIS (Prod Del) CEC (Crop Est) CEC (Ha) CEC (Yield)Ton

(S&DEC)

Yield

(CEC)

Page 25: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Sunflower: Production & Producer deliveries

Crop Estimate vs. Producer deliveries

2017/18 2016/17

CEC Production 858 605 * 874 000 755 000

SAGIS Deliveries 859 576 872 171 759 614

Difference -971 1 829 -4 614

* Final estimate

** SAGIS Progressive: 1 Mar 31 Dec '18

Sunflower

Ton

2018/19

Page 26: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Sunflower: Imports & ExportsSummarised info

2018/19

Progressive

Mar - Dec '18

2017/18 2016/17

Import 1 302 554 70 643

Export 413 274 205

Source: SAGIS

Marketing year

Sunflower

Ton

Page 27: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Sunflower: Consumption(2018/19 : Progr. Mar – Dec ‘18)

0

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08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Mar-Dec

Progr.

18/19Proj.

SUNFLOWERSEED : CrushedTon Source:

S&DEC

Page 28: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Oilseeds: Supply

& Demand

(Ton)

Soybeans Scenario 1 Scenario 2 Sunflower Scenario 1 Scenario 2

Area CEC CEC min 10% Area CEC CEC plus 20%

Yield 4 year ave 4 year min 10% Yield 4 year ave 4 year min 10%

Estimate Estimate Estimate Estimate Estimate Estimate

Jan-19 Jan-19 Jan-19 Jan/19 Jan/19 Jan/19

2018/19 2019/20 2019/20 2018/19 2019/20 2019/20

CEC (Crop Estimate) 1 550 800 1 338 480 1 134 000 858 605 555 000 600 000

Retention 30 000 30 000 30 000 0 0 0

Available for the commercial market 1 520 800 1 308 480 1 104 000 858 605 555 000 600 000

SUPPLY

Opening stock (1 Mar) 330 535 538 535 538 535 154 841 107 646 107 646

Prod deliveries 1 520 800 1 308 480 1 104 000 858 605 555 000 600 000

Imports 6 700 0 0 1350 0 0

Surplus 11 000 11 000 11 000 8000 8000 8000

Total Supply 1 869 035 1 858 015 1 653 535 1 022 796 670 646 715 646

DEMAND

Processed* 1 285 000 1 335 000 1 335 000 906 250 626 250 656 250

- human 25 000 25 000 25 000 1 550 1 550 1 550

- animal feed (full fat soya) 210 000 210 000 210 000 4 700 4 700 4 700

- crush (oil/oilcake) 1 050 000 1 100 000 1 100 000 900 000 620 000 650 000

Withdrawn by producers 800 800 800 650 650 650

Released to end-consumers 600 600 600 2 200 2 200 2 200

Seed for planting purposes 10 600 10 600 10 600 3 550 3 550 3 550

Net receipts(-)/disp(+) 500 500 500 2 000 2 000 2 000

Deficit

Exports 33 000 0 0 500 500 500

Total Demand 1 330 500 1 347 500 1 347 500 915 150 635 150 665 150

Ending Stock (28 Feb) 538 535 510 515 306 035 107 646 35 496 50 496

- processed p/month 107 083 111 250 111 250 75 521 52 188 54 688

- months' stock 5.0 4.6 2.8 1.4 0.7 0.9

- days stock 153 140 84 43 21 28

Page 29: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat

Page 30: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat: CEC Estimate, Yield, Ha & SAGIS Deliveries

16

59

53

0

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

4.00

0

250 000

500 000

750 000

1 000 000

1 250 000

1 500 000

1 750 000

2 000 000

2 250 000

08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19Progr.

Oct-Dec

18/19Proj.

WHEAT: CEC ESTIMATE vs. SAGIS DELIVERIES

CEC (Crop Est.) Prod deliveries (SAGIS) CEC (Ha) CEC (Yield)S&DEC

Ton Yield

1 Oct '18 - 1 Feb '19

(Progr. 1 Oct ‘18 – 1 Feb ‘19)

Page 31: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Crop Estimate vs. Producer Deliveries

Wheat Production, Retention & Deliveries

2018/19 * 2017/18 2016/17

Ton Ton Ton

CEC Production 1 789 800 1 535 000 1 910 000

Less Retentions 35 000 30 000 35 000

Total available 1 754 800 1 505 000 1 870 525

SAGIS Deliveries 1 659 530 1 547 486 1 699 546

Difference 95 270 -42 486 170 979

* 2018/19 - 1 Oct '18 - 1 Feb '18

Source: Sagis and CEC

Page 32: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat Imports: Major origin of imports for RSA

Ukraine22 76312.34%

Russia83 35045.17%

Canada34 97818.96%

Argentina35 47619.23%

USA7 9504.31%

RSA: Wheat Imports per Country- 1 Oct '18 - 1 Feb '19 -

Total: t190 067

Lithuania182 241

8%

Germany282 312

13%Ukraine135 669

6%

Russia955 697

44%

Argentina132 433

6%

Other243 426

11%Romania101 449

5%

Latvia140 007

7%

RSA: Wheat Imports per Country- 1 Oct '17 - 30 Sep '18 -

Total: t2 173 234

Page 33: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat Exports: 2018/19 Major origin of imports for RSA(Progr. 1 Oct ‘18 – 25 Jan ‘19)

Botswana

11 48649.08%

Lesotho8 201

35.04%

Namibia1 6887.21%

Zimbabwe2 0288.67%

Wheat Exports per country- 2018/19 -

Total exports: 23 403 t

Page 34: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat Imports: SARS FOB

prices per country:

Wheat Other: 1001.99

2017/18: Prog. Oct ‘17 – Sep ’18

(12 months)

Country TonFOB value

R'000

FOB

Rand/ton

Argentina 148 329.211 340 651.96 2 296.59

Canada 96 830.015 297 428.09 3 071.65

Czech Republic 29 000.000 84 113.59 2 900.47

Germany 337 719.639 862 357.35 2 553.47

Ghana 0.097 0.16 1 628.87

India 4.334 30.07 6 937.93

Latvia 162 907.649 401 507.70 2 464.63

Lithuania 117 779.212 303 080.90 2 573.30

Namibia 100.018 220.34 2 203.02

Nigeria 0.431 0.99 2 301.62

Poland 30 644.519 90 148.06 2 941.74

Romania 51 863.300 125 175.66 2 413.57

Russian Federation 873 148.357 2 384 551.41 2 730.98

South Africa 25 581.445 74 506.01 2 912.50

Ukraine 11 000.000 29 551.42 2 686.49

United States 34 806.731 85 322.79 2 451.33

Unknown 68.026 339.55 4 991.47

Total 1 919 782.984 5 078 986.057 2 645.60

Progr. Oct 17 - Sep '18

Source: SARS

Wheat: Other - 1001.99

Page 35: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Estimate

Wheat Jan-19

17/18 18/19

CEC (Crop Estimate) 1 535 000 1 798 800

CEC (Retention) 30 000 35 000

SUPPLY

Opening stock (1 Oct) 341 424 721 534

Prod deliveries 1 547 486 1 763 800

Imports for RSA only 2 173 757 1 400 000

Surplus 5 611 8 000

Total Supply 4 068 278 3 893 334

DEMAND

Processed 3 207 944 3 303 000

-human 3 204 732 3 300 000

-animal 3 212 3 000

-gristing 0 0

Withdrawn by producers 884 1 300

Released to end-consumers 1 990 1 800

Seed for planting purposes 18 237 19 000

Net receipts(-)/disp(+) 4 992 5 000

Deficit

Exports 112 697 107 000

-products 36 848 37 000

-Whole wheat 75 849 70 000

Total Demand 3 346 744 3 437 100

Ending Stock (30 Sep) 721 534 456 234

- processed p/month 267 329 275 250

- months' stock 2.7 1.7

- days' stock 82 50

Final

Wheat: Supply & Demand: 2018/19 Season

Page 36: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Products for Human

Consumption

Page 37: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize Products

Page 38: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize Products manufactured 2018Jan – Dec ‘18 (12 months)

Page 39: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

915 000

461 000

37 556

617 000

900 000 968 000

357 886

131 000

293 000

2 388 000

266 000

227 00077 000

10 376

2 125 000 2 181 000 2 149 000

2 869 565

0

500 000

1 000 000

1 500 000

2 000 000

2 500 000

3 000 000

1975

/76

1976

/77

1977

/78

1978

/79

1979

/80

1980

/81

1981

/82

1982

/83

1983

/84

1984

/85

1985

/86

1986

/87

1987

/88

1988

/89

1989

/90

1990

/91

1991

/92

1992

/93

1993

/94

1994

/95

1995

/96

1996

/97

1997

/98

1998

/99

1999

/00

2000

/01

2001

/02

2002

/03

2003

/04

2004

/05

2005

/06

2006

/07

2007

/08

2008

/09

2009

/10

2010

/11

2011

/12

2012

/13

2013

/14

2014

/15

2015

/16

2016

/17

2017

/18

Maize products Historic Information

Sifted WM Meal Special WM Meal Super WM Meal Unsifted WM Meal Total WM MealTon

Maize Products: Historic Consumption Info1975/76 – 2017/18

Page 40: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

White Maize ProductsProgr. May – Dec ‘18 (8 months)

Super1 694 134

77.3%

Special255 27711.6%

Sifted24 6871.1%

Unsifted5 7740.3%

Other213 138

9.7%

White Maize Meal Products

Total Human Consumption: 2 193 010

(May - Dec '18)8 Months

Page 41: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Yellow Maize ProductsProgr. May – Dec ‘18 (8 months)

Special6 3462.3%

Super18 5406.8%

Rice/Grits/Samp173 29163.7%

Sifted16 4406.0%

Other57 24521.1%

Yellow Maize Meal Products

Total Human Consumption: 271 862

(May - Dec '18)8 Months

Page 42: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Maize Products: Price Index

Page 43: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat Products

Page 44: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheaten Products: ConsumptionProgr. Jan – Dec ‘18 (12 months)

Per capita consumptionWheaten

products

Panbaked

breadPanbaked

bread

Total Maize

products

Oilseeds

products

Ton Ton Units Ton Ton

Manufactured 3 270 362 1 523 636 2 312 893 351 2 464 872 2 067 919

+ Imports 23 555 4 257 810 957

- Exports -31 727 -55 288 -70 326

Total "consumed" 3 262 190 1 523 636 2 312 893 351 2 413 841 2 808 550

Total population 56 522 000 56 522 000 56 522 000 56 522 000 56 522 000

Kg Kg Units Kg Kg

Per capita consumption 57.72 26.96 40.92 42.71 49.69

12 months (Jan - Dec '18)

Page 45: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheat Products (Manufactured, Imported & Exported)(Progr. Oct – Dec ‘18)

Page 46: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheaten Products : Bread Flour (Ton)(Jan – Dec ’18 : 12 months)

White1 142 040

68.24%

Brown410 74824.54%

Whole wheat3 0220.18%

Other Flour (Industrial)

117 6597.03%

Bread Flour-Jan to Dec '18-

- Ton -

Total: Bread Flour: ton1 673 469

Page 47: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheaten Products: Pan baked bread (Units)(Jan – Dec ’18 : 12 months) Jan - Dec '18

(12 months)

Units

WHITE BREAD

400g 1 654 182 0.1

600g 254 998 855 11.0

700g 865 453 279 37.4

Other 9 463 569 0.4

White Bread (Total Units) 1 131 569 885 48.9

BROWN BREAD

400g 821 913 0.0

600g 313 037 345 13.5

700g 815 780 576 35.3

Other 17 562 854 0.8

Brown Bread (Total Units) 1 147 202 688 49.6

WHOLE WHEAT

400g 15 286 0.0

600g 588 478 0.0

700g 6 111 521 0.3

Other 23 487 041 1.0

Whole Wheat (Total Units) 30 202 326 1.3

OTHER

400g 68 626 0.0

600g 333 988 0.0

700g 136 434 0.0

Other 3 379 404 0.1

Other (Total Units) 3 918 452 0.2

Total 2 312 893 351 100.0

Pan baked bread

manufactured% of Total

Page 48: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Wheaten Products: Pan-baked bread per type

(Jan – Dec ’18 : 12 months)

White1 131 569 885

48.9%

Brown1 147 202 688

49.6%

Whole wheat30 202 326

1.3%

Other3 918 452

0.2%

Panbaked Bread per type-Jan to Sep '18-

- Units -

Total:Ton

Units2 312 893 3511 523 636

Page 49: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

57 60

51

73

89

56

56

57

93 93

92

87

5955

60 62

0

20

40

60

80

100

120

1949

/50

1951

/52

1953

/54

1955

/56

1957

/58

1959

/60

1961

/62

1963

/64

1965

/66

1967

/68

1969

/70

1971

/72

1973

/74

1975

/76

1977

/78

1979

/80

1981

/82

1983

/84

1985

/86

1987

/88

1989

/90

1991

/92

1993

/94

1995

/96

1997

/98

1999

/00

2001

/02

2003

/04

2005

/06

2007

/08

2009

/10

2011

/12

2013

/14

2015

/16

2017

/18

Per capita whole Wheat & Maize whole grain consumption

Whole wheat Kg/head Maize Whole Grain Kg/head

I:Wheaten Prod Hist Info - Maize: Maize Prod Hist Info

Kg/head

Maize & Wheat: Per capita whole grain

Historic Consumption Info – 1949/50 – 2017/18

Page 50: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Grain + Oilseeds Products: Per Capita ConsumptionProgr. Jan – Dec ‘18 (12 months)

Per capita consumption Wheaten productsTotal Maize

products

Oilseeds

products

Ton Ton Ton

Manufactured 3 270 362 2 464 872 2 067 919

+ Imports 23 555 4 257 810 957

- Exports -31 727 -55 288 -70 326

Total "consumed" 3 262 190 2 413 841 2 808 550

Total population 56 522 000 56 522 000 56 522 000

Kg Kg Kg

Per capita consumption 57.72 42.71 49.69

Maize = Total less chop

12 months (Jan - Dec '18)

Page 51: FARMWISE - SAGISb).pdf · Total available 6 601 560 9 687 000 3 367 448 SAGIS Deliveries 6 189 417 9 268 593 3 551 822 ... Ukraine 24.948 240.92 9 657.05 United Arab Emirates 8 835.980

Thank you