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FLEISCHWIRTSCHAFT international 3/2017

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Fleischwirtschaft <strong>international</strong> 3_<strong>2017</strong><br />

7<br />

Rabobank<br />

Strong industry performance with ashake-up in global trade<br />

News<br />

Rabobank publishes Global Poultry QuarterlyQ2<br />

<strong>2017</strong>. Photo: Jürgen Oberguggenberger /<br />

pixelio.de<br />

Global poultry is currentlyperforming well, with<br />

profitability in most regions in the world, despite<br />

the ongoing global pressure of avian<br />

influenza(AI), especiallyinAsia, according to<br />

Rabobank’sGlobal Poultry Quarterlyfor Q2 <strong>2017</strong>.<br />

The big exception remains China, where the<br />

negative impact of human AI cases has kept<br />

prices down.<br />

“Global poultry trade has reached recordhigh<br />

levels, but trade streams have shifted,”<br />

according to RaboResearch Senior Animal<br />

Protein Analyst Jan-Dirk Mulder.“The US and, to<br />

alesser extent, Thailand have been the winners<br />

in this trade shake-up, due to AI-related<br />

restrictions and the impacts of the ‘meat<br />

scandal’ in Brazil.”<br />

Human AI cases in China are still spreading<br />

and impacting the market, although prices<br />

have recentlyrecovered somewhat. Aconcern<br />

is the further spread of the virus in<br />

China, with recent movements to northern<br />

regions. Chinese local authorities have<br />

closed many live bird markets, and this has<br />

had aparticularlybig impact on the yellowbird<br />

market. Imports are relativelyunaffected,<br />

as they serve the processed meat market.<br />

The Brazilian ‘meat scandal’ is having a<br />

significant impact on global trade. Exports from<br />

Brazil have been dropping since March (April:<br />

-23%), and this has created an additional shift<br />

in global trade streams, on top of the AI-related<br />

impact. The US has been the winner, with<br />

European exporters also taking some of the<br />

Middle East trade.<br />

Most global markets are performing well,<br />

with acombination of strong demand, restricted<br />

supply, and ongoing low feed costs.<br />

Industries in Mexico, India, Thailand, and Japan<br />

are performing particularlywell, while South<br />

Africa and the EU are on the road to recovery.<br />

Global meat trade is highlyvolatile, but<br />

reached arecord-high Q1 level of 3mill. t. Aside<br />

from the changes in raw trade driven by AI,<br />

along with the meat scandal, apotentially<br />

bigbut still uncertain –development could be<br />

the entry of Chinese cooked chicken into the<br />

US market.<br />

//www.rabobank.com/en<br />

Lidl<br />

First U.S. stores opened in June<br />

Lidl US revealed that its first U.S. stores would open in June. This was<br />

reported by Supermarket News.<br />

Lidl, adivision of German retailer Schwarz Group with U.S. headquarters<br />

in Arlington, Va., also provided locations of the 20 stores it said it would<br />

open this summer but did not reveal how many of those would open their<br />

doors in June.<br />

The entry promises additional points of pressure to aU.S. grocery<br />

market already struggling with overcapacity, slowing sales affected by<br />

deflation and price competitiveness threatening profits. Anticipation of<br />

its arrival has been adriving factor in any number of events in recent<br />

years, from the Ahold-Delhaize merger, to Walmart’s price and service<br />

investments, to stepped-up renovations and expansion of its German<br />

counterpart Aldi.<br />

//www.supermarketnews.com<br />

Organic food<br />

US sales jump more than 8%<br />

Organic food sales in the United States increased by 8.4% in 2016 to reach<br />

$43 bn., marking the first time sales surpassed $40 bn., according to the<br />

Organic Trade Association’sindustry survey released in May.<br />

The 8.4% jump compared to an increase of 0.6% in overall US food market<br />

sales. Overall US organic sales were about $47 bn. in 2016.Sales of organic<br />

non-food products increased 8.8% to $3.9 bn. Organic food accounted for<br />

5.3% of total US food sales, organic meat and poultry rose more than 17%in<br />

2016 to $991mill.<br />

//www.ota.com

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