BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 17 January 2013

BEEF & VEALMARKET SITUATION

"Single CMO" Management Committee 17 January 2013

2

E.U. E V O L U T I O N

T O T A L B O V I N E


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 2.513 -1,8% 760 758 759 715 -5,7% 493 505 495 504 +1,8% 1.348 1.329 1.306 1.294 -0,9%

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 79.252 -0,9% 24.319 24.217 23.819 23.784 -0,1% 17.063 16.823 16.639 16.446 -1,2% 40.821 40.794 39.503 39.001 -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

3




C O W S


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 1.048 +1,8% 525 521 508 489 -3,6% 533 528 521 562 +7,7%

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 1.117 1.141 +2,2% 1.204 1.137 1.142 1.147 +0,4%

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 31.552 -0,6% 21.167 20.877 20.352 20.371 +0,1% 11.544 11.501 11.418 11.182 -2,1%

Source : EStat New cronos IE 2011 extrapolation due to 'confidential data' status EU %Var is calculated considering only countries available in 2011 AND 2012

OTHER COWSTOTAL COWS DAIRY COWS

4







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

5




T O T A L C O W S


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

6

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 : Source : EStat - Newcronos

Young cattle

-4,1%

+0,0% +0,2%

-3,9%Meat of bovine

animals

-3,8% -4,4%

-3,5% -4,2%

-12,1% -12,0%

-0,2% -0,3%

Bullock

Bull

Jan-Oct 12/11

EU 15 EU 27HEADS

-5,7% -6,1%

Cow

Heifer

Calve

-3,6

%

+6,9

%

-7,2

%

-2,8

%

-0,3

%

-5,2

%

-11,

2%

-5,2

%

-0,5

%

-4,8

%

-2,8

%

+8,0

%

-4,7

%

-2,1

%

-4,5

%

-9,1

% -7,8

%

-3,9

%

-6,6

%

-8,4

%

+0,3

%

+5,8

%

-5,8

%

-13,

6%

+0,1

%

-5,4

%

-6,7

%

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

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 : - 4,1%

7

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 : Source : EStat - Newcronos

TONNESEU 15 EU 27

Jan-Oct 12/11

-1,1%

-4,0%

-0,2%

-5,1%

Cow

Bullock -11,3%

-3,5%

+0,1%

Meat of bovine

animals-4,0%-3,9%

-4,7% -4,6%Young cattle

Calve

-1,0%

Heifer

Bull -5,3%

-11,3%-3

,1%

+8,1

%

-7,6

%

-4,4

%

-0,2

%

-4,3

%

-10,

5%

-5,9

%

-1,6

%

-4,9

% -3,4

%

+16,

4%

-4,2

%

-0,7

%

-4,3

%

-7,5

% -5,8

%

-1,7

% -0,6

%

-6,6

%

-1,7

%

-0,8

%

-5,9

%

-13,

0%

-1,2

%

-6,9

%

-6,2

%

- 15 %

- 10 %

- 5 %

0%

+ 5 %

+ 10 %

+ 15 %

- 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

EU : - 4,0%

8

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

1200

1300

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-Oct 11 / Jan-Oct 12

9

P R O D U C T I O N P R O D U C T I O N % Share E V O L U T I O N

H E A D S

% Share E V O L U T I O N

H E A D S

0%

20%

40%

60%

80%

100%

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 HEADS : Jan-Oct 11 / Jan-Oct 12

10

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

A D U L T C A T T L E


A D U L T C A T T L E

0,000

200,000

400,000

600,000

800,000

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

in T

on

n

Change in Adult Cattle Slaughter(Bulls, Bullocks, Cows & Heifers)

Jan. - Aug 2011 / 2012

Heifers

Cows

Bullocks &Bulls

11

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


Y O U N G B U L L – A.R3


Y O U N G B U L L – A.R3

398,79 395,08% change y/y : + 4,1% % change y/y : + 4,1%

Price in week 01 : Average price in December 2012 :

300

320

340

360

380

400

420

300

320

340

360

380

400

420

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

2006-2010 Avg 2011 2012 2013

Source : Member States A - R 3 > Wk.01-2013

12


S T E E R – C.R3


S T E E R – C.R3




280

300

320

340

360

380

400

420

280

300

320

340

360

380

400

420


2006-2010 Avg 2011 2012 2013

Source : Member States C - R 3 > Wk.01-2013

13


A / C . R3


A / C . R3



180,5%% Ref. Price in wk 1 :


289,1

311,4

333,6

355,8

378,1

400,3

422,6

130%

140%

150%

160%

170%

180%

190%


€/100 kg cwe

2006-2010 Avg 2011 2012 2013

% of Reference Price

Source : Member States AC - R 3 > Wk.01-2013

14


C O W – D.O3


C O W – D.O3




210

230

250

270

290

310

330

210

230

250

270

290

310

330


2006-2010 Avg 2011 2012 2013

Source : Member States D - O 3 > Wk.01-2013

15


H E I F E R – E.R3


H E I F E R – E.R3




300

320

340

360

380

400

420

300

320

340

360

380

400

420


2006-2010 Avg 2011 2012 2013

Source : Member States E - R 3 > Wk.01-2013

16


All CAT GLOBAL VIEW


All CAT GLOBAL VIEW


200

250

300

350

400

2007 2008 2009 2010 2011 2012 2013

A R3

C R3

D O3

E R3Source : Member StatesLast Update : Week 01 - 2013

17

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


MALE STORE CATTLE


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

237,95 244,25% change y/y : - 1,0% % change y/y : + 3,5%


200

210

220

230

240

250

260

270

200

210

220

230

240

250

260

270


2006-2010 Avg 2011 2012 2013

Source : Member BROUT > Wk.01-2013

18

Male calves aged between 8 days and 4 weeks (€/head)



Male Calves – 8D4W


Male Calves – 8D4W

201,03 201,10% change y/y : - 8,7% % change y/y : - 7,3%


160

180

200

220

240

260

280

160

180

200

220

240

260

280


2006-2010 Avg 2011 2012 2013

Source : Member 8D4W > Wk.01-2013

19

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


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 2 0 1 3 > W1

20

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


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 2 0 1 3 > W1

21

Butcher calves (€/100 kg cw)



Butcher Calves


Butcher Calves

575,41 568,58% change y/y : + 1,4% % change y/y : - 0,4%


460

480

500

520

540

560

580

600

460

480

500

520

540

560

580


2006-2010 Avg 2011 2012 2013

Source : Member BOUCH > Wk.01-2013

22

Butcher calves (€/100 kg cw)


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 2 0 1 3 > W1

23

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



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

24

M A R G I N M A R G I N E.U. E V O L U T I O N




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

25

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

DestinationsDestinations

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

Compared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Nov 11

Turkey 204 0.1% 571 0.2% 70 370 14.5% 166 737 26.2% 96 645 20.2% - 38.2%

Russia 102 347 35.1% 50 881 20.4% 135 762 28.0% 138 635 21.8% 90 750 19.0% - 29.5%

Lebanon 5 619 1.9% 7 838 3.1% 33 774 7.0% 22 568 3.6% 22 428 4.7% - 0.5%

Croatia 19 917 6.8% 25 126 10.1% 23 159 4.8% 24 969 3.9% 20 826 4.4% - 10.1%

Switzerland 25 968 8.9% 19 072 7.7% 22 340 4.6% 26 431 4.2% 18 014 3.8% - 27.5%

Algeria 1 689 0.6% 6 681 2.7% 16 151 3.3% 17 970 2.8% 14 184 3.0% - 17.0%

Other Destinations 126 887 43.5% 125 591 50.4% 168 757 1.1% 237 927 37.5% 210 243 43.9% - 4.0%

EXTRA EU 25/27 291 601 249 165 485 166 635 236 478 655

% change - 15% + 95% + 31% - 18.9%

2008 2009 2010 Jan-Nov 122011

26

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

145 874

600 949411 841

248 071

332 040

266 435

475 479

606 618

646 2591 050 093

1 790 869

1 556 247

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

1 600 000

1 800 000

2 000 000

Jan-Nov 10 Jan-Nov 11 Jan-Nov 12

1,0

00 E

UR

EU EXPORTS of Beef & Veal (1000 EUR)

Turkey Russia Ghana Hong Kong Switzerland Croatia Other destinations

156 48596 645

122 938

128 684

90 750

192 106

219 093

210 243

419 721

590 202

478 655

0

100 000

200 000

300 000

400 000

500 000

600 000

700 000


Tonnes c

w

EU EXPORTS of Beef & Veal (Tonnes cwe)

Turkey Russia Ghana Hong Kong Switzerland Croatia Other destinations


Beef & Live Animals

E.U. E X P O R T S

Beef & Live Animals

27

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


B e e f P r o d u c t s

E.U. E X P O R T S


28

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

01/1

0

02/1

0

03/1

0

04/1

0

05/1

0

06/1

0

07/1

0

08/1

0

09/1

0

10/1

0

11/1

0

12/1

0

01/1

1

02/1

1

03/1

1

04/1

1

05/1

1

06/1

1

07/1

1

08/1

1

09/1

1

10/1

1

11/1

1

12/1

1

01/1

2

02/1

2

03/1

2

04/1

2

05/1

2

06/1

2

07/1

2

08/1

2

09/1

2

10/1

2

11/1

2

Fresh Bovine "Compensated" quarters

Fresh Bovine (un)-separated Forequarters

Fresh Bovine (un)-separated Hindquarters

Frozen Bovine "Compensated" quarters

Live Animals

TOTAL


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

29

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


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 1

0

Fe

b 1

0

Ma

r 10

Ap

r 1

0

Ma

y 1

0

Jun 1

0

Jul 1

0

Au

g 1

0

Se

p 1

0

Oct 1

0

No

v 1

0

De

c 1

0

Jan 1

1

Fe

b 1

1

Ma

r 11

Ap

r 1

1

Ma

y 1

1

Jun 1

1

Jul 1

1

Au

g 1

1

Se

p 1

1

Oct 1

1

No

v 1

1

De

c 1

1

Jan 1

2

Fe

b 1

2

Ma

r 12

Ap

r 1

2

Ma

y 1

2

Jun 1

2

Jul 1

2

Au

g 1

2

Se

p 1

2

Oct 1

2

No

v 1

2

Live animalsFresh Bovine meatFrozen Bovine meatBeef OffalsTOTAL

30

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

80

.

4 3

40

.

7 9

87

.

11

05

3

.

7 2

32

.

6 5

03

.

5 5

60

.

2 6

29

.

4 6

59

.

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 4

91

.

1 3

45

.

2 9

56

.3

60

7

.

4 0

40

.4

09

9

.

4 2

51

.3

09

7

.

3 4

58

.4

59

7

.

4 1

27

.5

00

5

.

3 6

77

.5

21

3

.

2 6

84

.3

00

4

.

4 3

74

.4

32

8

.

5 8

51

.5

32

9

.

5 8

29

.5

41

8

.

6 6

01

.6

61

7

.

6 1

58

.5

13

5

.

4 1

12

.5

07

0

.

5 0

05

.4

88

6

. 5 4

12

.4

45

7

.

4 8

92

.5

47

8

.

6 0

38

.7

36

2

.

6 8

17

.6

21

5

.

3 9

88

.3

57

3

.

6 3

52

.4

87

7

.

4 8

18

.4

89

7

.

5 3

91

.4

92

5

.

4 8

28

.5

12

7

.

4 9

16

.0

.

0

5 000

10 000

15 000

20 000

25 000

Jan

09

Feb

09

Mar

09

Apr

09

May 0

9Jun

09

Jul 09

Aug

09

Sep

09

Oct

09

Nov 0

9D

ec 0

9Jan

10

Feb

10

Mar

10

Apr

10

May 1

0Jun

10

Jul 10

Aug

10

Sep

10

Oct

10

Nov 1

0D

ec 1

0Jan

11

Feb

11

Mar

11

Apr

11

May 1

1Jun

11

Jul 11

Aug

11

Sep

11

Oct

11

Nov 1

1D

ec 1

1Jan

12

Feb

12

Mar

12

Apr

12

May 1

2Jun

12

Jul 12

Aug

12

Sep

12

Oct

12

Nov 1

2D

ec 1

2

To

nn

es C

WE

.

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

Turkey Algeria

Lebanon Other


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

31

T R A D E ( Tonnes CWE )

T R A D E ( Tonnes CWE )

EU EXPORTS – Beef & Live Animals

Export Licences with Refunds

EU EXPORTS – Beef & Live Animals

Export Licences with Refunds

LIVE ANIMALS

FRESH BEEF

FROZEN BEEF

TINNED BEEF

TOTAL

2011-12 : 12.194 71.737 21.169 0 105.100

2012-13 : 248 24.361 5.664 0 30.273( Tonnes cwe ) - ( W 28 ending 06 / 01 / 2013 )

% Share ( W 28 ) 0,8% 80,5% 18,7% 100,0%

- 98,0% - 66,0% - 73,2% - 71,2%

Source : Member States

Σ Week 01 > 28

G A T T Y E A R S

% Chg / Prev. Same Period

0

50.000

100.000

150.000

200.000

Live animals Fresh beef Frozen beef Offal Tinned beef

EVOLUTION PER CATEGORY

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13*

W28Source : Member States

( tonnes cwe - GATT years )

0%

20%

40%

60%

80%

100%

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13*

EXPORT STRUCTURE EVOLUTION ( % share - GATT years )

Live animals Fresh beef Frozen beef Offal Tinned beef

W28Source : Member States

32

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

OriginsOrigins

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

Compared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Nov 11

Brazil 171 454 43.4% 149 007 34.6% 144 791 38.2% 125 708 38.9% 116 542 41.0% + 1.2%

Uruguay 66 402 16.8% 79 144 18.4% 66 156 17.5% 51 217 15.9% 48 199 16.9% + 1.2%

Argentina 92 924 23.5% 122 494 28.4% 79 487 21.0% 62 517 19.4% 47 702 16.8% - 17.6%

Australia 12 957 3.3% 16 937 3.9% 13 628 3.6% 18 017 5.6% 19 147 6.7% + 17.6%

USA 6 547 1.7% 9 609 2.2% 15 290 4.0% 22 914 7.1% 19 338 6.8% + 0.9%

New Zealand 12 455 3.2% 15 783 3.7% 13 669 3.6% 15 387 4.8% 14 594 5.1% + 0.1%

Namibia 10 348 2.6% 12 457 2.9% 13 571 3.6% 8 975 2.8% 8 356 2.9% - 1.3%

Switzerland 2 919 0.7% 4 394 1.0% 4 450 1.2% 5 662 1.8% 4 651 1.6% - 9.2%

Chile 2 550 0.6% 3 158 0.7% 2 441 0.6% 2 253 0.7% 1 638 0.6% - 20.1%

Serbia 1 784 0.5% 990 0.2% 1 127 0.3% 785 0.2% 570 0.2% - 19.9%

Botswana 10 395 2.6% 11 452 2.7% 15 763 4.2% 980 0.3% 474 0.2% - 93.3%

EXTRA EU 25/27395 063 431 182 378 954 322 849 284 418

% change + 9% - 12% - 15% - 4.0%

2008 2009 2010 Jan-Nov 122011

33

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


Beef & Live Animals

E.U. I M P O R T S

Beef & Live Animals

134 194 115 142 116 542

74 25157 874 47 702

61 246

47 621 48 199

55 890

40 095 33 490

351 038

296 176284 418

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

400 000


InTonnes

cwe

IMPORTS of Beef & Veal into EU (Tonnes cwe)

Brazil Argentina Uruguay USA Australia Other destinations

446 351 496 481 525 030

429 326424 527 387 852

240 422253 768 262 602

76 332121 163 145 960

231 663

218 156 185 1111 482 553

1 603 983 1 611 838

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

1 600 000


in 1000EUR

IMPORTS of Beef & Veal into EU (1000 EUR)

Brazil Argentina Uruguay USA Australia Other destinations

34



E.U. I M P O R T S


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

35

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

452403

446401

436 429398

491 513 529565

513556

395431

379323

284

1 263

1 1711 120

825

1 028

736

598 598

481455

352

292248

292249

485

635

479

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-Nov12

1000 Tonne

IMPORTS EXPORTS

36

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

37


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

Un

ited

Sta

tes

(up

to

Oct

12)

Un

ited

Sta

tes

(up

to

Oct

12)

Au

stra

lia

(up

to

Oct

12)

Au

stra

lia

(up

to

Oct

12)

Bra

zil

Bra

zil

New

Zea

lan

d (

up

to

Oct

12)

New

Zea

lan

d (

up

to

Oct

12)

EU

EU

Can

ada

(up

to

Oct

12)

Can

ada

(up

to

Oct

12)

Arg

enti

na

Arg

enti

na

Uru

gu

ay (

up

to

Oct

12)

Uru

gu

ay (

up

to

Oct

12)

Ch

ina

+ H

. K

on

g

Ch

ina

+ H

. K

on

g

Ind

ia (u

p t

o O

ct 1

2)

Ind

ia (u

p t

o O

ct 1

2)

Par

agu

ay

Par

agu

ay

0

200

400

600

800

1 000

1 200

1 400

1 600

1 800

2 000

2011 (up to November) 2012 (up to November)

Qty

in 1

000 T

onnes

Main Exporters of BEEF Products (up to November)

38


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

Un

ited

Sta

tes

(up

to

Oct

12)

Un

ited

Sta

tes

(up

to

Oct

12)

Mex

ico

(u

p t

o S

ep 1

2)

Mex

ico

(u

p t

o S

ep 1

2)

Ru

ssia

(u

p t

o O

ct 1

2)

Ru

ssia

(u

p t

o O

ct 1

2)

Ch

ina

+ H

. K

on

g

Ch

ina

+ H

. K

on

g

Jap

an

Jap

an

So

uth

Ko

rea

So

uth

Ko

rea

EU

EU

Can

ada

(up

to

Oct

12)

Can

ada

(up

to

Oct

12)

Turk

ey

Turk

ey

0

100

200

300

400

500

600

700

800

900

1 000

1 100

2011 (up to November) 2012 (up to November)

Qty

in 1

000 T

onnes

.

Main Importers of BEEF Products (up to November)

39


Adult Male Bovine PRICESAdult Male Bovine PRICES

100,0

150,0

200,0

250,0

300,0

350,0

| Year 2009 | Year 2010 | Year 2011 | Year 2012 |

€uro

/ 10

0kg

Market prices for Adult Male Bovine in Brazil (Pecuaria.com.br), Argentina (Oncca/ abc Consort), USA and EU

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

Novillos Export (Oncca Argentina) US Beef Omaha Carc (USDA)

(abc-consort) Argentina Novillo

40


Weekly STEER PRICES

US & EU

Weekly STEER PRICES

US & EU

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

41

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

( 1000T )EU.15 PRODUCTION

( 1000T )EU.15 CONSUMPTION

267,6 311,4- 0,7%

6 982

309,3

383,4

7 186

( €/100 kg )312,8

226,8 230,7

ADULT MALE BOVINES

COWS( €/100 kg )

313,9

- 0,6%- 1,2%

7 273 7 213

7 2267 470

7 066

7 399

- 0,2%

- 2,2% + 2,9%

347,4 384,1+ 11,0% + 10,6%

- 0,5%

7 313

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

+ 16,4%+ 16,0%- 5,3%

+ 1,0%- 0,6%

- 0,9% - 0,3%

- 2,1%

+ 1,7%

Documents

BEEF & VEAL MARKET SITUATION "Single CMO" Management Committee 17 January 2013