High Oleic Oilseeds & Oils(Asia) Report

Brochure

A New Challenge on the Horizon

High Oleic (HO) oils have been on Asia market for less than one decade. Food and international trade have always determined the demand by volume. Asia depends entirely on HO oils imported from the rest of the world; The neighbouring countries, namely Australia and New Zeland, initially sustained the supply. Then, Argentina ramped up its export volumes towards South East Asia while today, CIS, North America and the EU regions are exporting their net surplus of HO oils production in order to satisfy the hungry Asia.

Demand is continuously increasing in Asia which is not (yet) producing. As a consequence, exporting regions will have a key role to play in the coming years, provided these regions undergo profound changes in adequate supply response (fitted to supporting environments such as GMO labelling & acceptance, organic demand) over the next decade. Will Asia start to produce? What will be the consequences of US foreign policy for its HOLL soybean exports? Will CIS and HO sunflower position be strengthened by allowing it to compete in the global trade, or will new and large oversupply of from Canada and the US mean that the current commercial routes will collapse?

Objectives

Our High Oleic Oilseeds & Oils (Asia) Report addresses key issues for the sector: Which HO oils, where, will fill the gap in supply? How will the many evolving trends determine the industry outlook to 2030? Will local demand increase and sustain the supply? How fast?

Our Asia report identifies and evaluates the most promising opportunities merging into the following countries: China, Honk Kong, India, Malaysia, Indonesia, Japan, South Korea and Thailand. Now in its 7th year, our regional and global High Oleic Oilseeds & Oils Market Reports are widely acknowledged as the “must have” reports by industry participants, and is used as a key resource by many leading players to support their decision-making.

The Report in Brief

© FAT & Associés, 2019

The analysis covers the following countries, crops and end-uses:

Region Countries

Asia China, Hong Kong, India, Indonesia, Japan, Malaysia, South Korea, Thailand

Crop TraitsSunflower HO, NuSunCanola HOLLSafflower HOSoybean LL, ULL, HOLLRapeseed HOLL

End-Use SegmentsFood Bottled Oils, Savoury Snacks, Industrial Frying, Hotel, Restaurant & Catering

(HORECA), Spreads & Margarine, Mayonnaise & Dressings, Confectionery, Biscuits & Bakery, Soups & Noodles, Ready Meals, Dairies, Baby Food

Scope of the Report

© FAT & Associés, 2019

The deliverable consists of a Report (50+ pages, including over 20 tables and diagrams) divided into three chapters, which are described below.

Chapter 1: Demand - Market Drivers and Outlook

This chapter presents the HO oil demand by country with year on year growth from 2012 to 2018. We consider the commercial strategy of HO oil end users i.e. brand versus private label, and the flexibility of blends; Blending HO oil in complex vegetable oil formulas contributes to slowing the consumption growth rate, but at the same time, opens up the possibility for new entrants who find end price of blends acceptable.

The HO oil demand is split between:

• Food end uses - see the list of segments in the Scope of the Report section

• Type of oil - for the largest segments

Finally, this chapter summarizes our demand forecasts to 2030, taking into account the determinants of the demand:

• Country Development Criteria (GDP per capita, Population and income growths, urbanization rate)

• The impact of cardiovascular and obesity diseases, plus the impact of health policies on HO oil demand and the potential risks arising from changes in labeling requirements for edible oils & fats

• The Private labels’ changing profile of vegetable oil demand, and more importantly, the shifting emphasis on the nutritional value of edible oil

The tables and diagrams in Chapter 1 include:

• HO Oil Consumption by Food Sector, 2018• HO Oil Consumption per Capita by Asia Country, 2012-2018• Price Positioning of HO Oils in Bottles in China, 2012-2018• Penetration of HO Oil in Branded and Private Label Products by Sector, 2012-2018• HO Oil Food Demand Forecasts by Country, 2019-2030

Coverage of the Report

© FAT & Associés, 2019

Chapter 2: Trade, Policy and Drivers to 2030

In this chapter, we identify the supply in volume by crop and the existing trade supply routes towards Asia, mainly focusing on HO sunflower coming from Argentina, Russia, Ukraine and the EU.

We also consider the difference between the direct imports of HO oils in order to produce food locally and, the imports of manufactured food products containing HO oils.

This Chapter projects future trade patterns in HO oil-in-seed by bringing together demand and supply forecasts for the short and medium term, as well as to 2030.

Underpinning this analysis, we examine the environmental policy & consumers’ preference and assess how the policy shapes production, processing and trade. In particular, we analyze the pre-conditions for converting conventional oilseeds area and producing HO oilseeds locally.

The key outputs are trade balances by country by crop, and whether additional capacity is likely to be required in the future to meet the demand, and to what extent.

The tables and diagrams in Chapter 2 include:

• HO Sunflower Oil Imports from Argentina, 2012-2018• HO Sunflower Oil Imports from Ukraine, 2012-2018• HO Sunflower Oil Imports from Russia, 2012-2018• Organic HO Oils Consumption by Specie in Asia, 2012-2018• Consumption in Asia by HO Oil by Country, 2012-2030

Chapter 3: Strategic Conclusions and Recommendations

The final Chapter of the report sets out the key strategic conclusions. It identifies the most important future drivers in the sector, the countries and supporting environments that can offer the most rapid supply response, and their impact in shaping the HO oilseed & oil markets over the next 3, 6, and 12 years.

© FAT & Associés, 2019

About FAT & Associés

What you get

• Report - electronic file

When

The High Oleic Oilseeds & Oils (Asia) Report - release in July 2019

Fee

The High Oleic Oilseeds & Oils (Asia) Report - €3,390 or USD3,9901

Confidentiality

This report is offered by FAT & Associés for subscription with the strict understanding that the subscriber agrees to the following: the content of the report and related materials provided shall remain confidential within the subscribing organization, and shall not be disclosed, in whole or in part, in any matter, to any third party, without the prior written consent of FAT & Associés.

FAT & Associés is a privately owned business intelligence company, exclusively serving the Oilseeds, Oils & Lipids Industry since 2010. Our key strengths include:

• Our Specialized Expertise - We all have worked in the Oilseeds & Oils Sectors, so we know and understand the Issues and Rules

• Our Proprietary Tools and Business Intelligence - patent & publication mining, consumer blog mining, B2C consumption estimate & projection, farming costs structure & crop competition, Monte-Carlo simulation, price forecast models.

• Our Objectivity - We do not produce, trade or broker. Being independent, our work is unbiased, and our conclusions are based on objective analysis

• Our Global Reach - Our staff travel to some 20 countries a year, participate in international conferences, and build on an extensive body of research and a global network to answer specific questions

• Our Three Pillars - Our services are built on customized consulting, off-the-shelf reports, and annual international congresses (namely High Oleic Oils Congress and Sustainable Oils & Fats International Congress).

1 Value added tax is not included in this figure

Deliverables, Fee and Timing

© FAT & Associés, 2019