NPSA Other Nut Report

14
NPSA Other Nut Report March 25,2014 Bobby Tankersley Sr. Vice President Procurement JOHN B. SANFILIPPO & SON INC. 1

description

NPSA Other Nut Report. March 25,2014 Bobby Tankersley Sr. Vice President Procurement JOHN B. SANFILIPPO & SON INC. US vs Global Nut Crops. In Millions of Kernel Lbs. World Almond Crops. Million lbs. Supply vs Consumption. Almond Shipments Domestic vs Export. Millions of kernel lbs. - PowerPoint PPT Presentation

Transcript of NPSA Other Nut Report

Page 1: NPSA Other Nut Report

NPSA Other Nut Report

March 25,2014

Bobby TankersleySr. Vice President Procurement

JOHN B. SANFILIPPO & SON INC.

1

Page 2: NPSA Other Nut Report

2

US vs Global Nut CropsIn

Mill

ions

of K

erne

l Lbs

Almonds Walnuts Pistachios Pecans Hazelnuts Macs Cashews -

500

1,000

1,500

2,000

2,500

US Global

Page 3: NPSA Other Nut Report

World Almond CropsM

illio

n lb

s

2007 2008 2009 2010 2011 2012 2013F0.0

500.0

1000.0

1500.0

2000.0

2500.0

Australia All Other EU Turkey US

Page 4: NPSA Other Nut Report

4

Supply vs Consumption

2005 2006 2007 2008 2009 2010 2011 2012 2013E0

0.5

1

1.5

2

2.5

Supply Consumption

Page 5: NPSA Other Nut Report

Almond Shipments Domestic vs ExportM

illio

ns o

f ker

nel l

bs

2005 2006 2007 2008 2009 2010 2011 2012 2013E0

200

400

600

800

1000

1200

1400

1600

Domestic Export

Page 6: NPSA Other Nut Report

World Walnut CropsTh

ousa

nds o

f ins

hell

tons

Page 7: NPSA Other Nut Report

Walnut Shipments Domestic vs ExportTh

ousa

nds o

f ins

hell

tons

Page 8: NPSA Other Nut Report

World Pistachio CropsM

illio

ns o

f ins

hell

lbs

2007 2008 2009 2010 2011 2012E 2013F0

200

400

600

800

1000

1200

1400

Iran U.S. Syria Turkey All Others

Page 9: NPSA Other Nut Report

Pistachio Shipments

2003 2004 2005 2006 2007 2008 2009 2010 2011 20120

50

100

150

200

250

300

350

DomesticLinear (Domestic)ExportLinear (Export)

Mill

ions

of I

nshe

ll po

unds

Page 10: NPSA Other Nut Report

World Cashew CropsM

etric

tons

ker

nels

Page 11: NPSA Other Nut Report

World Macadamia Crops

2008/19 2009/10 2010/11 2011/12F -

5,000

10,000

15,000

20,000

25,000

30,000

35,000

Australia Africa Hawaii All other

Met

ric to

ns k

erne

ls

Page 12: NPSA Other Nut Report

World Hazelnut Crops

2007 2008 2009 2010 2011 2012 2013F0.0

500.0

1000.0

1500.0

2000.0

2500.0

Azerbaijan EU Turkey US

Page 13: NPSA Other Nut Report

US Peanut SupplyM

illio

ns o

f ton

s

2008 2009 2010 2011 2012 2013F0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

Crop Carry-In

Page 14: NPSA Other Nut Report

14

Spot Market Price Comparison

Fcy Jr Mammoth Halves$5.50Nonpareil Supreme 25/27$4.10Walnut Light H&P

$5.15240 Whole Cashews

$4.00Style I whole Macs

$6.9580% Whole Pist kernel $10.95Whole Hazelnuts

$3.25Midget whole Brazils

$4.00

Fcy Large Pecan pieces $4.25Diced almonds 14/8

$4.25Walnut light med pcs

$5.75Large Cashew pcs

$1.85Style IV Macs

$6.00Diced Pist Kernel 14/8 $13.65Hazels W&B

$2.85Brazil W&B

$3.25

Whole/Half Kernel Pieces/Broken Kernel