import of poultry meat from selected origins

EU Market Situation for Poultry

Committee for the Common Organisation of the Agricultural Markets

20 March 2014

EU market situation for Poultry Com 20 March 2014

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I 2008 I 2009 I 2010 I 2011 I 2012 I 2013 I 2014 I

source:http://europa.eu.int/comm/budget/inforeuro/fr/index.htm

€uro Exchange rate 1 Euro = .....…US$ / BRZ Real/

BRZ Real

USA $

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|Jan 2013| Feb | Mch | Apr | May | Jun | July | Aug. | Sept. | Oct. | Nov. | Dec. |Jan 2014| Feb | Mch | Apr | May | Jun |

Futures for Soybeans in US$ct/ Bushel (nearby = 2013 & 2014)

01 Nearby

2014 May

2014 Jul

2014 Sep

Delivery:

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160

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| 2013 | Feb | Mrt | Apr | May | Jun | July | Aug | Sep | Oct | Nov | Dec | 2014 | Feb | Mrt | Apr | May | Jun |

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Futures for Maize EU (Euronext) (Nearby = 2013 - 2014)

Nearby

2014 Mar

2014 Jun

2014 Aug

Delivery:

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135

165

195

225

|Jan 2013| Feb | Mrch | Apr | May | June | July | Aug | Sep | Oct | Nov | Dec |Jan 2014| Feb | Mrch | Apr | May | June |

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Futures for Feed wheat EU (Euronext) (Nearby = 2013 & 2014)

01 Nearby

2014 Mar

2014 Jul

2014 Nov

Delivery:

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EU market situation for Poultry Com 20 March 2014 6

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Juil Oct Jan April Juil Oct Jan Apr Jul Oct Jan Apr Jul

Euro

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Price of Basic Ingredients 2011 - 2014

Soft wheat (EU)

Barley (EU)

Maïs (EU)

Soja (CAF)

Hulls (EU)

Manioc (CAF)

C.G.F. (CAF)


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| 2010 | 2011 | 2012 | 2013 | 2014 |

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Price development of Compound feed for Broilers, a Broiler Cereal-Feedmix and Broiler price

margin broiler/ comp feed (2.7)Cereal-mixCompound feedBroilerAvg. Margin 2008 - 2012

NB. Comp. Feed 2013 =Forecast as from DecemberCereal mix and Poultry 2013 = Forecast as from February 2014

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100KG Broiler minus feedcost for Broilersfeedconversionrate = 2.7

Marge Average08 - 12

Marge Broiler 2011 Marge Broiler 2012

Marge Broiler 2013 Marge Broiler 2014

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Evolution of the weekly EU average price for Broiler

Moy.09-13 2011 2012 2013 2014

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Broiler prices in EU, USA and Brazilin €uro/ 100kg

EU broiler US broiler €uro BR Broil €uro/ (Ave world)

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| 2009 | 2010 | 2011 | 2012 | 2013 | 2014 |

Placings of Broiler chicks (1 000 pieces)compared to the baseline trend

(baseline = monthly avg 2007 - 2010)

Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.2012 513 218 473 254 528 457 525 903 537 331 504 405 528 961 515 877 480 147 532 715 447 621 494 6582013 514 106 477 469 531 948 549 267 531 558 524 442 535 843 536 402 509 702 504 009 388 301 447 0582014 504 554 401 412

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Forecast and Production of Broilers.In Tonn

Forecast slaughter

Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.2012 611 595 665 580 684 958 622 564 691 000 700 406 705 827 671 999 697 422 674 443 637 689 700 4562013 580 751 647 716 687 232 629 794 696 447 727 304 705 731 683 892 718 922 696 585 671 459 673 6762014 512 401 602 990 684 746 529 473

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BE BG CZ DK DE EE EL ES FR IE IT CY LV LT HU MT NL AT PL PT RO SI SK FI SE UK

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Experts production forecast of Broiler MeatForecast Broiler production:

2013: 9.639 MioT (+1.5%) & 2014: 9.751 MioT (+1.2%)

2011 2012 2013 2014

ES : 0.7%

UK : 2.7%

HU : 8.4%

DE : 0.0%

NL : 0.9%

BE : 0.0%

FI : 3.4%

DK : 4.2%

PT : 0.0%

RO : 5.7%CZ : -0.6%

BG : 2.8%

IT : 0.2%

IE : 1.3%


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Experts production forecast of Turkey MeatForecast EU production

2013: 1.978 Th T (+1.5%) & 2014: 1.977 Th T (-0.1%)

2011 2012 2013 2014

DE : 0.2%

HU : -11.3%

UK : 2.7%

FI : -1.4%BE : 0.0%

ES : 1.1%

NL : 0.0%PT : 0.0%

RO : 20.0%

CZ : -9.1%

DK : 0.0%

BG : 0.0%

IT : -0.2%

IE : -12.5%


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Experts production forecast of Duck MeatForecast EU Duck production

2013: 479.1 Th T (-2.8%) & 2014: 496.7 Th T (+3.7%)

2011 2012 2013 2014

UK : 0.0%

HU : 21.4%DE : 3.8%

NL : 0.0%PT : 0.0%DK : 0.0%

ES : 0.0%

CZ : -7.9%

BG : 4.8%IT : -7.7%

IE : -12.5%


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Experts EU production forecast of Poultry Meat: 2013 : 12.622 MioT (+1.3%) & 2014: 12.747 MioT (+1.0%)

2011 2012 2013 2014

DE : 0.3%

HU : 5.6%

ES : 0.5%

UK : 2.5%

NL : 0.6%

BE : 0.0%

DK : 4.2%

PT : 0.0%

RO : 6.1%

FI : 2.7%

CZ : -0.5%

BG : 4.2%

IT : 0.2%

IE : 0.0%


Import of Poultry meat from selected origins

Compared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Jan 13

Brazil 599 759 73.1% 615 837 71.9% 583 450 67.3% 513 537 63.2% 44 705 60.9% + 12%

Thailand 149 876 18.3% 155 790 18.2% 197 964 22.8% 228 243 28.1% 22 315 30.4% + 11%

Chile 34 403 4.2% 44 434 5.2% 42 192 4.9% 30 516 3.8% 2 521 3.4% - 32%

China 9 863 1.2% 13 875 1.6% 15 697 1.8% 18 184 2.2% 2 002 2.7% + 4%

Argentina 15 795 1.9% 15 700 1.8% 13 766 1.6% 10 783 1.3% 974 1.3% + 46%

Switzerland 673 0.1% 1 253 0.1% 3 817 0.4% 3 814 0.5% 472 0.6% + 86%

Israel 7 219 0.9% 7 144 0.8% 6 076 0.7% 6 306 0.8% 273 0.4% - 73%

Norway 595 0.1% 700 0.1% 674 0.1% 737 0.1% 101 0.1% - 25%

Others 2 817 0.3% 2 368 0.3% 3 573 0.4% 924 0.1% 77 0.1% #N/A

EXTRA EU 28 820 999 857 100 867 209 813 044 73 438

% change + 4% + 1% - 6% + 8.5%

2010 2011 2012 Jan-Jan 142013

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EU Poultry meat Import

43 538 39 846 44 705

13 657 20 13422 315

65 279 67 69273 438

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Tonn

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IMPORTS of Poultry Meat into EU (Tonnes cwe)

Brazil Thailand Israel Chile China Other origins

91 608 78 950 91 266

60 63366 299

80 900

175 007 168 945

191 440

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IMPORTS of Poultry Meat into EU (1000 EUR)

Brazil Thailand Israel Chile China Other origins

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|Jan06

2006 |Jan07

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2013 |Jan14

in Tonnes cwe

Imports of selected Poultry products

FROZEN PREPARED SALTED OTHERS

19


Export of Poultry Meat to Selected Destinations

Compared

tonnes % tonnes % tonnes % tonnes % tonnes % to Jan-Jan 13

Benin 115 066 9.1% 126 215 8.9% 139 820 9.8% 139 415 9.8% 14 773 13.9% + 113%

Hong Kong 151 729 12.0% 189 154 13.4% 126 074 8.8% 117 107 8.2% 12 760 12.0% + 25%

Saudi Arabia 118 019 9.3% 151 520 10.7% 149 310 10.4% 154 775 10.9% 9 526 8.9% - 30%

South Africa 22 007 1.7% 94 084 6.7% 131 832 9.2% 158 481 11.1% 8 776 8.2% + 8%

Russia 245 478 19.4% 115 138 8.1% 113 133 7.9% 95 183 6.7% 5 536 5.2% - 8%

Congo (Dem. Rep.) 27 749 2.2% 29 973 2.1% 34 232 2.4% 28 600 2.0% 4 938 4.6% + 1270%

Ghana 41 066 3.2% 68 979 4.9% 69 157 4.8% 75 125 5.3% 4 922 4.6% - 1%

Ukraine 86 009 6.8% 81 690 5.8% 103 429 7.2% 76 015 5.3% 3 491 3.3% - 46%

Philippines 15 087 1.2% 30 341 2.1% 30 765 2.2% 35 674 2.5% 2 776 2.6% + 40%

For.JRep.Mac 14 323 1.1% 24 792 1.8% 32 748 2.3% 36 531 2.6% 2 573 2.4% + 2%

Malaysia 25 900 2.0% 20 965 1.5% 24 387 1.7% 28 701 2.0% 2 507 2.4% + 19%

Other Destinations 402 423 31.8% 480 807 34.0% 475 671 33.3% 480 864 33.7% 33 904 31.8%

Extra-EU 28 1 264 856 1 413 657 1 430 558 1 426 472 106 482

% change + 12% + 1% - 0% + 6.0%

2010 2011 2012 Jan-Jan 142013

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EU Poultry meat Export

15 056 10 202 12 7608 776

13 659 9 526

11 6076 923 14 773

5 871

5 9975 536

59 608

55 52655 111

116 994

100 439106 482

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EU EXPORTS of Poultry Meat (Tonnes cwe)

Hong Kong South Africa Saudi Arabia Benin Russia Other destinations *

* countries trading less than 5 000 Tons

17 123 11 266 14 162

16 790 24 283 13 478

15 379 10 109 19 070

84 344 92 544 88 770

157 692 156 628 151 364

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EU EXPORTS of Poultry Meat (1000 EUR)

Hong Kong South Africa Saudi Arabia Benin Russia Other destinations *

* countries trading less than 12 000 ('000 EUR)

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|Jan06

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2012 |Jan13

2013 |Jan14

in

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cwe

Exports of selected Poultry products

FROZEN PREPARED FRESH OTHERS

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EU Poultry meat Trade Balance

302277 292 310

371

676

794

480

614 616

858891 876

821857 867

813

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1 017

1 101 1 1161 153

1 114

1 275

1 063 1 046997 997

867

9821 016

1 265

1 414 1 431 1 426

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1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Jan-Jan14

in 1000 Tonnes cwe

IMPORTS EXPORTS

23

import of poultry meat from selected origins

Documents

poultry com

eu market situation

eu poultry meat import

eu poultry meat export

eu poultry meat trade

import of poultry meat

export of poultry meat

selected origins