MY VOWS FOR 2010

20091210

World´S coarse grains 2009/10

TRADE


World trade in coarse grains to decline slightly in 2009/10

World trade in coarse grains in 2009/10 (July/June) is forecast to reach 112 million tonnes, down slightly from the estimated trade volume in 2008/09 but well below the record level of nearly 131 million tonnes in 2007/08. Most of the anticipated decline is expected in barley and to a lesser extent in sorghum while trade in maize is forecast to increase. World maize trade is expected to approach 86 million tonnes, up around 2 percent from the previous season but 16 percent below the 2007/08 all-time high. Higher maize imports are forecast for Canada and several countries in Latin America and the Caribbean. Trade in barley is forecast to reach 18 million tonnes, down 11 percent from last season's exceptional level, mostly on account of larger production in a number of leading importing countries in North Africa and Asia. Trade in sorghum is forecast to fall to 5.5 million tonnes, down 8 percent from the previous season and as much as 45 percent less than the record volume traded in 2007/08. Fewer transactions in sorghum principally reflect reduced demand for feed in the major destinations of the European Union, Japan and Mexico. For other coarse grains, trade is forecast to be smaller for oats at around 2 million tonnes, but steady for rye and millet, at 440 000 tonnes and 205 000 tonnes, respectively.

UTILIZATION

Slower growth in total utilization as feed use stagnates

World utilization of coarse grains in 2009/10 is forecast to increase by 1.2 percent from the previous season. This compares with almost 2 percent growth in 2008/09 and well over a 5 percent expansion in 2007/08. The deceleration in total utilization of coarse grains mainly stems from weaker demand from the livestock sector along with a slower increase in the use of grains for the production of ethanol.

Total feed utilization of coarse grains in 2008/09 is forecast to reach 632 million tonnes, up by less than one percent from the previous season. Such tepid growth reflects the impact of economic problems in the United States and several other industrial countries which have dampened the demand for meat and other animal products, and therefore, the overall demand for feed. Large supplies of feed wheat as well as non-grain alternatives including Dried Distiller Grains (DDG), a by-product of maize-based ethanol manufacturing, are also considered important factors bearing down on feed usage of coarse grains in 2009/10. In fact, feed utilization of coarse grains in the developed countries is forecast to remain very much subdued from the previous season's reduced level while among developing countries, the small anticipated increase in this season's feed usage is likely to be driven mostly by Asia and, primarily China.

World food consumption of coarse grains is forecast to remain unchanged from the previous season, at around 193 million tonnes. This forecast is slightly higher than was anticipated at the start of the season but with improvements in production prospects, consumption estimates have also been revised up. At the current forecast levels, global food consumption of coarse grains on a per caput basis is expected to average around 28 kg, similar to the previous season, with generally steady levels of consumption regionwide.

STOCKS

World stocks decline but less than anticipated

On the basis of the latest forecasts for production and utilization, global inventories of coarse grains for crop years ending in 2010 are forecast to reach 205 million tonnes, down 1.8 percent from their opening but still the second largest level since 2001. The forecast for the season's ending stocks has been raised by 3 million tonnes since the previous report in June mostly because of upward adjustments to forecasts for maize production in the United States. World maize stocks are likely to decline by around 2 million tonnes, to 158 million tonnes. Sorghum inventories could also fall slightly, to just under 6 million tonnes, but stocks of barley are seen to increase marginally, to 31 million tonnes.

For major exporters, ending stocks are forecast to reach 78 million tonnes, down 2 million tonnes from their relatively high opening levels. While carryovers in the United States are likely to remain unchanged, at around 47 million tonnes, some reductions are anticipated in Canada (for barley and maize) and in the European Union (maize). At the current forecast level, the ratio of major exporters' stocks to their total disappearance (i.e. domestic utilization plus exports), could decline slightly from the previous season's level, to around 14 percent, but should exceed the low level registered in 2007/08 by almost 2 percentage points.

20091105

UKRAIN

campanha -2010 na Ucrânia. das culturas de inverno




Ucrânia tem praticamente concluída a campanha de colheita. No corrente ano, a campanha c de Outono na Ucrânia encontrou condições bastante difíceis, devido ao défice de circulação de bens dos produtores agrícolas (baixo nível de apoio governamental, elevadas taxas de juros dos créditos bancários) e as condições meteorológicas desfavoráveis.















A maioria das empresas agrícolas da Ucrânia realizou a campanha de sementeiras de Outono, à custa de recursos próprios, sem as usuais fontes de financiamento adicionais. Ao mesmo tempo, várias empresas tiveram de utilizar parcialmente o montante do empréstimo créditos (banco, os recursos de potenciais compradores e etc), o número dessas empresas totaliza cerca de 5% apenas. Por exemplo, de acordo com: os resultados do estudo "A semeadura campanha-2009", realizada no início do ano em curso, 27% dos agrários utilizados recursos do empréstimo. Na verdade, o número de empresas, dependendo de recursos extra-orçamentários reduzidos em 22%. Ao mesmo tempo, o número de empresas, contando com recursos próprios, cresceu 68-89%.





Segundo o Ministério de Política Agrária da Ucrânia, a partir do início de setembro, as empresas do complexo agroindustrial tomou empréstimos no montante de quase 31% dos volumes de crédito, tomadas durante o mesmo período do ano anterior. Apenas 1.513 empresas tomaram créditos , empréstimos de curto prazo formaram a maior parte do volume geral de créditos tomados (71% do geral, volume de recursos de crédito atraiu). As taxas de juros dos créditos bancários variou dentro da faixa de 12-39%.



Além disso, de acordo com os dados oficiais do do Ministério de Política Agrária da Ucrânia, a partir de 8 de outubro , agrários semeou grãos de inverno em todas as áreas de 6,1 ha mln, que totalizaram 78% da previsão. Na atual temporada, as taxas de sementeira de cereais de inverno ultrapassa os índices do ano anterior em 10%, a campanha de sementeira de colza ultrapassado o plano de semeadura de 5% (a previsão - ha 1,26 mln, as áreas de plantio real - 1,32 ha milhões).



Agrários ainda estão interessados em grãos de inverno como trigo, cevada, colza, mas baixou o seu interesse em centeio. No ano em curso, muitos agrários reduziu suas áreas de plantio de centeio (21% )e (5%) não cultivou. Condições climáticas desfavoráveis, principalmente o déficit de umidade no solo, assistido à redução de áreas de plantio de grãos de inverno agrários diversos.



Durante a realização de inquiridos declararam o cancelamento completo da campanha de inverno para a sementeira de grãos na atual temporada. A falta de recursos dinheiro para a realização da campanha de semea, devido ao limitado acesso a créditos bancários, bem como o baixo nível de preços para os grãos tornaram-se as principais razões de tais decisões. Além disso, o crescimento dos preços dos materiais e equipamentos também tiveram importante papel na situação, agrários enfrentam a escolha rigorosa: quer investir na safra-2010, ou continuar as campanhas de colheita de milho, girassol e etc



Assim, os índices de volume e qualitativa da colheita do próximo ano irá mostrar os resultados do défice da balança de bens flutuante de agrários. Até à data, agrários aumentaram a percentagem de utilização de material de sementes da selecção nacional ou de produção própria de sementes de material de 12% em comparação com os dados de pesquisa anterior, o número de empresas, que negou a aplicação de fertilizantes, cresceram para 22% da questionada respondentes. Naturalmente, estes dados serão corrigidos, além de que devemos sempre prestar atenção ao fator tempo. Nossa agência proporcionará às primeiras previsões de colheitas de grãos e oleaginosas, em abril.

20090421

Ukraine to export nearly 20 mln tons of grains and legumes in 2009/10 MY

In the current MY, the agrarian sector of Ukraine faced the serious problems in the terms of the world and regional financial and economic crisis, but despite several objective and subjective reasons, the sector continues to show rather positive dynamics. Winter crops sowing area for crop-2009 (wheat, barley, rapeseed, rye) totaled 8.25 mln ha, up 3.5% compared to the previous year results.
The current sowing campaign also demonstrated an essential rise of sowing rates compared to the previous year – as of April 17, agrarians sowed spring grains and legumes throughout 4.6 mln ha, an increase of 300 thsd ha compared to the same date of 2008. The Ministry of Agrarian Policy of Ukraine plans that spring sowing areas in 2009 will total 7.7 mln ha, up 200 thsd ha compared to 2008.
Actually, Ukraine is one of the traditional grain producers, which does not reduce agricultural products output in the terms of the world recession processes, and even increases them, in 2009/10 MY the country will be able to offer to importers nearly 20 mln tons of grains and legumes.

20080530

The EU-27 the major participants of the world grain

The EU-27 is considered as one of the major participants of the world grain market. In the current MY, the European Union produced 312 mln tons of grains, and plans to export over 26 mln tons, including 19.5 mln tons of wheat, according to the data of the USDA. At the same time, the EU still remains one of the traditional consumers of Ukrainian grains. In the current MY (July-February), the markets of the European Union countries imported 3.71 mln tons of Ukrainian grains, including 3 mln tons of wheat, which totals nearly 50% (from the forecasted volumes of the USDA) of wheat imports to the EU. Thus, the EU simultaneously represents towards Ukraine both as a stable consumer and a competitor-supplier of grains.

20060630

Russia: ports storage and transshipment capacity


Russia: ports storage and transshipment capacity

Azov Port

Among main kind of agricultural cargoes there are feed and milling wheat. Loading to vessel with dead weight to 5.000 tonnes is carried out from 6 berths, length of each is 100 meters, and depth is 4-6 meters. Grain is mostly delivered to the port by motor transport, then it is unloaded to bunkers and after that is loaded to vessels by grapple with capacity of 1.200-1.500 tonnes per day. While delivering by railway transport capacity of loading reaches 3.000 tonnes per day. Azov port has also elevator with possibility of simultaneous storage of 14.000 tonnes of grains. Annul capacity of trans-shipment is 380.000 tonnes.

Yeysk port

In November 2004 the first line of complexes for trans-shipment of bulk food cargoes was put into operations in "Yeysk sea port". Complex is designed for export-import trans-shipment of different liquid food cargoes - syrup, vegetable oils, wine stuff etc. capacity of the complex while loading the vessel is to 1.500 tonnes per day; total capacity is 7.000 cubic meters (2 tanks by 3.500 cubic meters). Capacities of the complex presume simultaneous loading/unloading of 5 railway tankers, 7 trucks and 1 vessel at one of two neighboring berths. Trans-shipment complex is equipped with system of heating the cargo in railway tankers before unloading and heating the cargo in tankers before loading….