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