"Single CMO" Management Committee 22 Mars 2012 Review of the situation on the EU Beef and Veal...

"Single CMO" Management Committee

22 Mars 2012

Review of the situation on the EU Beef and Veal Market

2EU Bovine Livestock : Total ( Dec 2011 )

Evolution EU productionEvolution EU production

Dec %Var %Var %Var %Var

2011 2011 2011 2011

1000 Hd 2008 2009 2010 2011 2010 2008 2009 2010 2011 2010 2008 2009 2010 2011 2010 2008 2009 2010 2011 2010

BE 2.538 2.535 2.510 684 702 686 506 504 503 1.348 1.329 1.322BG 574 548 545 567 +4,2% 155 143 140 140 +0,1% 51 55 49 58 +19,5% 359 342 353 360 +1,9%CZ 1.358 1.356 1.319 1.340 +1,5% 397 399 388 392 +1,1% 320 310 303 299 -1,1% 641 647 629 648 +3,1%DK 1.599 1.621 1.630 1.612 -1,1% 538 547 553 548 -0,9% 297 307 317 306 -3,5% 764 766 760 758 -0,3%DE 12.988 12.897 12.706 12.528 -1,4% 4.015 3.931 3.868 3.851 -0,4% 3.087 3.116 3.016 2.931 -2,8% 5.886 5.850 5.823 5.746 -1,3%EE 238 235 236 239 +1,3% 66 64 63 63 +0,8% 47 48 48 48 +0,2% 125 123 126 128 +2,0%IE 6.304 6.232 5.918 5.925 +0,1% 1.920 1.794 1.695 1.868 +10,2% 1.633 1.651 1.521 1.442 -5,2% 2.751 2.787 2.703 2.615 -3,2%

GRES 6.020 6.082 6.075 5.923 -2,5% 2.028 2.095 2.121 2.078 -2,0% 759 707 696 775 +11,3% 3.234 3.281 3.258 3.070 -5,8%FR 19.366 19.199 19.654 19.142 -2,6% 5.069 4.882 5.629 5.521 -1,9% 3.743 3.755 3.378 3.295 -2,5% 10.554 10.563 10.647 10.326 -3,0%IT 6.486 6.447 5.833 5.898 +1,1% 1.904 1.808 1.736 1.783 +2,7% 1.481 1.413 1.392 1.394 +0,1% 2.794 2.882 2.704 2.721 +0,6%CY 56 54 55 57 +4,0% 21 19 20 21 +4,5% 10 10 10 10 +2,1% 25 25 25 26 +4,8%LV 380 378 380 381 +0,3% 108 107 106 104 -1,6% 66 67 68 67 -1,3% 206 204 206 210 +1,8%LT 771 759 748 752 +0,6% 182 183 180 201 +11,4% 141 147 148 144 -2,5% 448 429 420 408 -3,0%LU 196 195 194 188 -3,0% 53 51 52 52 +0,6% 45 44 44 43 -3,2% 98 99 98 93 -5,1%HU 701 700 686 701 +2,2% 190 189 170 189 +11,2% 146 156 154 138 -10,4% 365 355 357 372 +4,2%MT 18 16 15 15 +0,7% 4 4 4 5 +4,5% 5 4 3 4 +6,1% 9 8 7 7 -1,4%NL 3.996 3.998 3.960 3.912 -1,2% 1.586 1.583 1.577 1.581 +0,3% 612 640 616 591 -4,1% 1.799 1.775 1.766 1.740 -1,5%AT 1.997 2.026 2.013 1.977 -1,8% 637 643 634 623 -1,7% 431 446 444 430 -3,1% 930 937 936 923 -1,3%PL 5.564 5.590 5.562 5.501 -1,1% 1.385 1.419 1.387 1.362 -1,8% 1.096 1.193 1.227 1.256 +2,4% 3.083 2.978 2.948 2.883 -2,2%PT 1.439 1.447 1.503 1.519 +1,1% 371 377 437 462 +5,7% 239 222 204 210 +2,6% 829 848 862 847 -1,6%RO 2.684 2.512 2.001 2.002 +0,1% 666 592 420 482 +14,8% 285 263 215 236 +9,7% 1.703 1.627 1.341 1.262 -5,9%SI 470 473 470 462 -1,7% 145 147 147 146 -0,4% 122 123 122 119 -2,7% 203 203 201 197 -2,0%SK 488 472 467 463 -0,8% 144 137 132 133 +1,1% 97 94 94 91 -2,5% 248 241 241 239 -1,0%FI 907 908 909 903 -0,7% 304 305 303 304 +0,4% 226 225 226 222 -1,7% 376 379 380 377 -0,9%SE 1.505 1.482 1.475 1.450 -1,7% 493 479 480 480 -0,1% 350 353 344 330 -3,9% 663 649 651 640 -1,7%UK 9.911 9.901 9.896 2.840 2.813 2.861 2.424 2.433 2.383 4.647 4.655 4.652EU 88.554 88.064 86.758 73.457 -1,2% 25.905 25.414 25.787 22.389 +0,7% 18.219 18.285 17.521 14.438 -1,4% 44.085 43.982 43.414 36.596 -2,3%

Source : EStat New cronos

EU %Var is calculated considering only countries available in 2010 AND 2011

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

3EU Bovine Livestock : Total ( Dec 2011 )


Dec %Var %Var %Var

2011 2011 2011

1000 Hd 2008 2009 2010 2011 2010 2008 2009 2010 2011 2010 2008 2009 2010 2011 2010

BE 1.030 1.019 1.013 518 518 518 512 502 495BG 330 313 327 330 +0,9% 315 297 308 307 -0,5% 16 16 19 23 +24,2%CZ 554 556 542 557 +2,7% 400 384 375 374 -0,3% 154 172 167 183 +9,7%DK 674 683 679 681 +0,3% 566 574 573 579 +1,0% 108 108 106 102 -3,8%DE 4.962 4.899 4.889 4.874 -0,3% 4.229 4.169 4.182 4.190 +0,2% 733 730 707 684 -3,3%EE 109 107 109 110 +1,5% 100 97 97 96 -1,0% 8 10 12 15 +21,5%IE 2.199 2.157 2.098 2.119 +1,0% 1.024 1.022 1.027 1.055 +2,8% 1.175 1.135 1.071 1.063 -0,7%

GRES 2.834 2.831 2.765 2.619 -5,3% 888 828 845 798 -5,6% 1.945 2.002 1.920 1.821 -5,2%FR 7.981 7.822 7.896 7.786 -1,4% 3.794 3.673 3.718 3.678 -1,1% 4.187 4.150 4.178 4.108 -1,7%IT 2.203 2.261 2.248 2.145 -4,6% 1.831 1.815 1.851 1.755 -5,2% 372 446 397 390 -1,8%CY 24 23 23 24 +3,0% 24 23 23 24 +3,0% 0 0 0 0LV 183 181 183 186 +1,8% 170 166 164 164 idem 13 16 19 22 +17,6%LT 409 390 377 368 -2,5% 395 375 360 350 -2,9% 14 16 18 18 +4,6%LU 78 78 78 75 -4,0% 46 46 46 45 -3,3% 32 32 32 30 -5,0%HU 324 312 309 328 +6,1% 263 248 239 251 +5,0% 61 64 70 77 +10,0%MT 7 7 7 6 -1,5% 7 7 6 6 -1,6% 0 0 0 0 idemNL 1.676 1.646 1.637 1.611 -1,6% 1.587 1.562 1.518 1.504 -0,9% 88 85 118 107 -9,3%AT 797 798 794 784 -1,2% 530 533 533 527 -1,0% 267 265 261 257 -1,6%PL 2.772 2.678 2.636 2.568 -2,6% 2.697 2.585 2.529 2.446 -3,3% 75 93 107 122 +14,1%PT 726 691 686 683 -0,3% 301 255 243 242 -0,5% 425 436 442 442 -0,2%RO 1.511 1.442 1.199 1.132 -5,6% 1.483 1.419 1.179 1.119 -5,1% 28 23 20 13 -34,2%SI 176 174 173 171 -1,6% 113 113 110 109 -0,4% 63 61 64 62 -3,4%SK 211 204 204 201 -1,5% 174 163 159 154 -3,3% 38 42 45 47 +4,7%FI 337 338 340 337 -0,6% 288 286 284 282 -1,0% 49 53 55 56 +1,1%SE 547 533 534 530 -0,7% 366 354 349 348 -0,3% 181 179 185 182 -1,6%UK 3.524 3.487 3.507 1.903 1.864 1.847 1.621 1.622 1.660EU 36.177 35.631 35.251 30.225 -1,6% 24.012 23.375 23.083 20.402 -1,5% 12.164 12.255 12.167 9.823 -1,9%

Source : EStat New cronos ( and IStat for Italy - correction )

TOTAL COWS DAIRY COWS OTHER COWS

EU %Var is calculated considering only countries available in 2011

4


HEADS

Estimates for last month of period : CY AT

YBov +9,4% +9,0% +9,3%

-16,3% +31,9%

EU 27

EU 10 EU 2

-2,8%

-8,5%

+80,2%

-1,1% -1,1%

-1,7% -0,2%

-3,7%

-4,0%

-6,5% +1,2%

-4,0%

+3,6% +3,4%

+2,1% -10,5%

EU 25

-2,8% -2,8%

EU 15

Jan-Dec 11/10

Bulls -3,0%

Steers

Cow s +3,8%

-4,0%

Heifers -3,9%

Veals -0,9%

-0,0%

-3,6%

-13,5%

-1,4% -1,3%

-9,2%

Tot Bov-1,0%

+2,6%

-2,8%

+3,8%

-2,5%

-14,8%

-4,3%

+1,8%

+0,3%

+1,9%

-6,5%

-3,3%-4,6%

-7,2%

-5,6%

-26,2%

-1,7%

-6,0%

-0,1%

+2,5%

-2,2%

-0,3%

+1,2%+0,5%

+2,9%

+12,1%

-3,9%

-15,9%

- 30 %

- 25 %

- 20 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %

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

- 30 %

- 25 %

- 20 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %

EU : - 1,1%

5


TONNES

Estimates for last month of period : CY AT

Jan-Dec 11/10

YBov +10,6% +10,3% +10,6%

-19,2% +36,3%

Tot Bov-0,9% -1,0% -1,0%

-2,5% -0,9%

Veals -1,4% -1,6% -1,5%

-13,8% +88,4%

+1,5% -6,4%

Heifers -3,3% -3,1% -3,2%

-1,1% -24,7%

Cow s

-2,7% -2,7%

EU 27

EU 10

EU 15

Steers -4,1% -4,1%

-3,4% -2,0%

EU 25

Bulls -2,4%

EU 2

-4,1%

-4,8% -12,3%

+3,4% +3,3% +3,2%

+3,5%

-2,9%

+1,4%

-2,4%

-15,0%

-2,2%

+2,1%

-0,2%

+2,5%

-6,2%

+5,8%

-2,7%-3,7%

-7,0%

-4,1%

-21,5%

-3,5%-3,1%

-1,6%

+2,5%

-2,8%

-0,6%

+0,6%

-0,4%

+1,3%

+11,0%

-17,1%

- 25 %

- 20 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %


- 25 %

- 20 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %

EU : - 1,0%

6


Avg WEIGHT

Estimates ( HD ) for last month of period : CY AT Estimates ( TN ) for last month of period : CY AT

EU 15 EU 25 EU 27

EU 10 EU 2Jan-Dec 11/10

Bulls +0,4% +0,1% +0,1%

-1,9% -4,2%

Steers -0,1% -0,1% -0,1%

+3,3% -3,1%

Cow s -0,3% -0,3% -0,2%

-0,6% +4,7%

Heifers +0,7% +0,5% +0,5%

-1,1% -13,0%

-0,1%

-0,8% -1,6%

Veals -0,5% -0,3% -0,3%

-5,0% +4,6%

YBov

Tot Bov-0,1% -0,1%

+1,1% +1,2% +1,2%

-3,5% +3,4%

+0,8%

-0,1%

-2,2%

-0,6%

-0,1%

+2,2%

+17,4%

-0,4%

+0,6%+0,4% +0,2%+0,1%

+1,6%

-1,8%

+0,1%

-1,5%

-0,0%

-0,6%-0,2%

-1,5%

-0,5%-0,9%

-1,6%

+9,4%

+2,0%

-7,1%

+6,4%

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %

+ 20 %


- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %

+ 20 %

EU : - 0,1%

7


1 000 TONS : Jan-Dec 10 / Jan-Dec 11

0

200

400

600

800

1000

1200

1400

1600

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

Cows

Steers

Bulls

Heifers

YBov

Calves

8

Young bull carcasses (A R3 – €/100 kg cw)

385,01 381,11% change y/y : + 10,4% % change y/y : + 8,6%

Price in week 10 : Average price in février 2012 :

280

300

320

340

360

380

400

W1 W5 W9 W13 W17 W21 W25 W29 W33 W37 W41 W45 W49 W53

2005-2009 Avg 2010 2011 2012

A - R 3 > Wk.10-2012

Evolution EU pricesEvolution EU prices

9

Steer carcasses (C R3 – €/100 kg cw)



280

300

320

340

360

380

400

W1 W5 W9 W13 W17 W21 W25 W29 W33 W37 W41 W45 W49 W53

2005-2009 Avg 2010 2011 2012

C - R 3 > Wk.10-2012


10

(A/C R3 – €/100 kg cw)



173,6%


% Ref. Price in wk 10 :

222,4

244,6

266,9

289,1

311,4

333,6

355,8

378,1

400,3

W1 W5 W9 W13 W17 W21 W25 W29 W33 W37 W41 W45 W49 W53

€/100 kg cwe

100%

110%

120%

130%

140%

150%

160%

170%

180%

2005-2009 Avg 2010 2011 2012

% of Reference Price

AC - R 3 > Wk.10-2012

11

Cow carcasses (D O3 – €/100 kg cw)



210

230

250

270

290

310

W1 W5 W9 W13 W17 W21 W25 W29 W33 W37 W41 W45 W49 W53

2005-2009 Avg 2010 2011 2012

D - O 3 > Wk.10-2012


12

Heifer carcasses (E R3 – €/100 kg cw)



300

310

320

330

340

350

360

370

380

390

W1 W5 W9 W13 W17 W21 W25 W29 W33 W37 W41 W45 W49 W53

2005-2009 Avg 2010 2011 2012

E - R 3 > Wk.10-2012


13

ALL CATEGORIES GLOBAL VIEW( €/100 kg cw )

ConclusionConclusion

200

250

300

350

400

2007 2008 2009 2010 2011 2012

A R3

C R3

D O3

E R3Last Update : Week 10 - 2012

14

Live bovines (1)Male store cattle (6-12 months; ≤ 300 kg – €/100 kg live weight)



200

210

220

230

240

250

260

270

W1 W5 W9 W13 W17 W21 W25 W29 W33 W37 W41 W45 W49 W53

2005-2009 Avg 2010 2011 2012

BROUT > Wk.10-2012


15

Live bovines (2a)Male DAIRY CALVES calves aged between 8 days and 4 weeks (€/head)


0

50

100

150

200

250

300

350

€ /

He

ad

0

50

100

150

200

250

300

350

€ /

He

ad

DE - SCHWARZBUNTE DE - BRAUNVIEH ES - TIPO FRISONFR - MALES-ENGRAISSEMENT IE - DAIRY MALE IT - MALES-LAITIERS-VITELLINL - ROODBONT-NUKAS NL - ZWARTBONT-NUKAS UK - DAIRY BULLS

2 0 1 0 2 0 1 1 2 0 1 2 > W10

16

Live bovines (2b)Male BEEF CALVES calves aged between 8 days and 4 weeks (€/head)


100

200

300

400

500

600

€ /

Hea

d

100

200

300

400

500

600

€ /

Hea

d

DE - FLECKVIEH DE - KREUZUNGSKALBER ES - TIPO CRUZADO FR - MALES-ELEVAGEIE - BEEF MALE IT - MALES-BOUCHERIE NL - VLEESRAS--NUKAS UK - BEEF BULLS

2 0 1 0 2 0 1 1 2 0 1 2 > W10

17

Live bovines (3a)Butcher calves (€/100 kg cw)


350

400

450

500

550

600

650

700

€ /

100

kg c

arca

sse

350

400

450

500

550

600

650

700

€ /

100

kg c

arca

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 > W10

18

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

0

100

200

300

400

| 2008 | 2009 | 2010 | 2011 | 2012 |

€u

ro/ h

ea

d

0

50

100

150

200

250

300

350

400

450

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% strawCarcase yield: 0.57

Evolution margin over animal + feed purchase costs


19

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

0

100

200

300

400

500

| 2008 | 2009 | 2010 | 2011 | 2012 |

€u

ro/

head

0

100

200

300

400

500

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% strawCarcase yield: 0.57



20

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

DestinationsDestinationsCompared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-janv 11

Turkey 204 0,1% 571 0,2% 70.370 14,5% 166.737 26,2% 7.880 23,8% - 58,5%

Russia 102.347 35,1% 50.881 20,4% 135.762 28,0% 138.635 21,8% 4.872 14,7% - 48,6%

Sw itzerland 25.968 8,9% 19.072 7,7% 22.340 4,6% 26.431 4,2% 1.115 3,4% - 38,9%

Croatia 19.917 6,8% 25.126 10,1% 23.159 4,8% 24.969 3,9% 1.420 4,3% + 17,3%

Lebanon 5.619 1,9% 7.838 3,1% 33.774 7,0% 22.568 3,6% 545 1,6% - 73,5%

Algeria 1.689 0,6% 6.681 2,7% 16.151 3,3% 17.970 2,8% 1.318 4,0% - 38,8%

Other Destinations 126.887 43,5% 125.591 50,4% 168.757 1,1% 237.927 37,5% 15.892 48,1% + 1,4%

EXTRA EU 25/27 291.601 249.165 485.166 635.236 33.043

% change - 15% + 95% + 31% - 35,7%

2008 2009 2010 Jan-janv 122011

EU beef tradeEU beef trade

21

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

EU EXPORTS of Beef & Veal (1000 EUR)

33.682

4.181

18.809

13.25518.816

34.076

41.328

39.693

157.406

109.548

0

20.000

40.000

60.000

80.000

100.000

120.000

140.000

160.000

180.000

Jan-janv 10 Jan-janv 11 Jan-janv 12

1,00

0 EU

R

Turkey Russia SwitzerlandCroatia Algeria LebanonOther destinations

EU EXPORTS of Beef & Veal (Tonnes cwe)

7.8802.217

9.482

4.8729.921

15.675

15.89216.587

51.389

33.043

0

10.000

20.000

30.000

40.000

50.000

60.000


Tonn

es c

w

Turkey Russia SwitzerlandCroatia Algeria LebanonOther destinations


22

Exports of BEEF products

0

10. 000

20. 000

30. 000

40. 000

50. 000

60. 000

70. 000

80. 000

|J an06

2006 |J an07

2007 |J an08

2008 |J an09

2009 |J an10

2010 |J an11

2011 |J an12

in Tonnes cwe

LI VE ANI MALS FRESH FROZEN PREPARED OTHERS


23

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

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

Jan

10

Fe

b 1

0

Ma

r 1

0

Ap

r 1

0

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

Fe

b 1

1

Ma

r 1

1

Ap

r 1

1

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

Fresh Bovine "Compensated" quarters Fresh Bovine (un)-separated Forequarters

Fresh Bovine (un)-separated Hindquarters Frozen Bovine "Compensated" quarters

Live Animals TOTAL


24

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

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 1

0

Ma

r 1

0

Ap

r 1

0

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

Fe

b 1

1

Ma

r 1

1

Ap

r 1

1

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

Live animals Fresh Bovine meat

Frozen Bovine meat Beef Offals

TOTAL


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

25


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

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 8

16

.

2 9

89

.

2 6

11

. 6 5

52

.

9 6

37

.

7 1

04

.

7 5

84

.

5 5

61

.

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 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

28

.

4 8

86

.

4 4

37

. 4 8

92

.

5 4

74

.

6 0

38

.

7 3

57

.

6 7

53

.

6 2

13

.

3 9

71

.

5 4

13

.

0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

18 000

20 000

Jan

09

Fe

b 0

9

Ma

r 0

9

Ap

r 0

9

Ma

y 0

9

Jun

09

Jul 0

9

Au

g 0

9

Se

p 0

9

Oct

09

No

v 0

9

De

c 0

9

Jan

10

Fe

b 1

0

Ma

r 1

0

Ap

r 1

0

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

Fe

b 1

1

Ma

r 1

1

Ap

r 1

1

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

To

nn

es

CW

E

.

Turkey Algeria

Lebanon Other

26

EU exports of beef and live animals (3):Licence applications for exports with refunds (tonnes cwe)

LIVE ANIMALS

FRESH BEEF

FROZEN BEEF

TINNED BEEF

TOTAL

2010-11 : 20.098 146.640 45.423 0 212.161

2011-12 : 14.129 89.595 25.012 0 128.736( W 37 ending 11 / 03 / 2012 )

% Share ( W 37 ) 11,0% 69,6% 19,4% 100,0%

- 29,7% - 38,9% - 44,9% - 39,3%

G A T T Y E A R S

% Chg / Prev. Same Period

Σ Week 01 > 37

EVOLUTION IN EXPORT STRUCTURE ( % share - GATT years )

0%

20%

40%

60%

80%

100%

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12*

Live animals Fresh beef Frozen beef Tinned beefW37


EVOLUTION PER CATEGORY ( tonnes cwe - GATT years )

0

50.000

100.000

150.000

200.000

Live animals Fresh beef Frozen beef Tinned beef

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12*W37

27

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

OriginsOriginsCompared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-janv 11

Brazil 171.454 43,4% 149.007 34,6% 144.791 38,2% 125.708 38,9% 8.792 38,7% - 2,2%

Argentina 92.924 23,5% 122.494 28,4% 79.487 21,0% 62.517 19,4% 4.157 18,3% - 4,9%

Uruguay 66.402 16,8% 79.144 18,4% 66.156 17,5% 51.217 15,9% 3.846 16,9% - 7,9%

USA 6.547 1,7% 9.609 2,2% 15.290 4,0% 22.914 7,1% 1.721 7,6% + 21,4%

Australia 12.957 3,3% 16.937 3,9% 13.628 3,6% 18.017 5,6% 1.770 7,8% + 12,5%

New Zealand 12.455 3,2% 15.783 3,7% 13.669 3,6% 15.387 4,8% 1.196 5,3% + 16,6%

Namibia 10.348 2,6% 12.457 2,9% 13.571 3,6% 8.975 2,8% 413 1,8% + 7,0%

Switzerland 2.919 0,7% 4.394 1,0% 4.450 1,2% 5.662 1,8% 323 1,4% - 30,8%

Chile 2.550 0,6% 3.158 0,7% 2.441 0,6% 2.253 0,7% 191 0,8% - 4,0%

Botswana 10.395 2,6% 11.452 2,7% 15.763 4,2% 980 0,3% 0 0,0% - 100,0%

Serbia 1.784 0,5% 990 0,2% 1.127 0,3% 785 0,2% 43 0,2% - 15,8%

EXTRA EU 25/27395.063 431.182 378.954 322.849 22.724

% change + 9% - 12% - 15% - 4,6%

2008 2009 2010 Jan-janv 122011


28

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

I MPORTS of Beef & Veal i nt o EU ( Tonnes cwe)

12.6828.991 8.792

9.450

4.369 4.157

5.940

4.178 3.846

3.968

3.827 3.013

33.790

23.808 22.724

0

5.000

10.000

15.000

20.000

25.000

30.000

35.000

40.000


InTonnes

cw e

Brazil Argentina Uruguay

USA New Zealand Other destinations

I MPORTS of Beef & Veal i nt o EU ( 1000 EUR)

37. 516 33. 290 39. 299

32. 658 33. 09434. 498

18. 670 22. 04522. 178

15. 67519. 059

17. 080121. 799

112. 463

132. 899

0

20. 000

40. 000

60. 000

80. 000

100. 000

120. 000

140. 000

J an- j anv 10 J an- j anv 11 J an- j anv 12

i n 1000EUR

Br azi l Ar gent i na Ur uguay

USA New Zeal and Ot her dest i nat i ons


29

I mpor t s of BEEF product s

0

10. 000

20. 000

30. 000

40. 000

50. 000

60. 000

|J an06

2006 |J an07

2007 |J an08

2008 |J an09

2009 |J an10

2010 |J an11

2011 |J an12

in Tonnes cwe

FRESH FROZEN PREPARED OTHERS


30

452403

446401

436 429398

491 513 529565

513556

395431

379323

23

1. 263

1. 1711. 120

825

1. 028

736

598 598

481455

352

292248

292249

485

635

33

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 J an-j anv12

I MPORTS EXPORTS

Trade balance on beef and live animals


31

World beef marketWorld beef market

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

Main Exporters of BEEF Products (up to December)

Uni

ted

Sta

tes

Uni

ted

Sta

tes

Aus

tral

ia

Aus

tral

ia

Bra

zil

Bra

zil

New

Zea

land

Can

ada

Can

ada

EU

Indi

a (u

p to

Jul

11)

Indi

a (u

p to

Jul

11)

Arg

entin

a

Arg

entin

a

Chi

na +

H. K

ong

Chi

na +

H. K

ong

New

Zea

land

EU

Uru

guay

(up

to S

ep 1

1)

Uru

guay

(up

to S

ep 1

1)

0

250

500

750

1.000

1.250

1.500

1.750

2.000

2.250

2.500

2010 (up to December) 2011 (up to December)

Qty

in 1

000 T

onnes

Order of countries based on 2011 total exports

32


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

Main Importers of BEEF Products (up to December)

Uni

ted

Stat

es

Uni

ted

Stat

es

Chi

na +

H. K

ong

Rus

sia

Rus

sia

Japa

n

Mex

ico

Sout

h K

orea

Sout

h K

orea

EU

EU

Can

ada

Can

ada

Turk

ey

Turk

ey

Chi

na +

H. K

ong

Japa

n

Mex

ico

0

100

200

300

400

500

600

700

800

900

1.000

1.100

1.200

1.300

2010 (up to December) 2011 (up to December)

Qty

in 1

000 T

onnes

.

Order of countries based on 2011 total imports

33

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

100,0

150,0

200,0

250,0

300,0

350,0

| Year2008

| Year2009

| Year2010

| Year 2011 | Year 2012 |

€uro

/ 10

0kg

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

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


34

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

80,00

130,00

180,00

230,00

280,00

330,00

380,00

| 10 | 11 | 12 |

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


"Single CMO" Management Committee 22 Mars 2012 Review of the situation on the EU Beef and Veal...

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