BARLEY & OILSEEDS UPDATE 1 27 November 2009 Sam Tainsh General Manager Trading GrainCorp in Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
BARLEY & OILSEEDS UPDATE 1 27 November 2009 Sam Tainsh General Manager Trading GrainCorp Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals.
Dec 16, 2015
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BARLEY & OILSEEDS UPDATE
1
27 November 2009Sam Tainsh General Manager TradingGrainCorp
Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Overview
• World Oilseeds• World Canola• Oils demand• World barley• Australian barley• Currencies
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International Oilseed S & D
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Source: Oil World
International Canola S & D
4Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Source: Oil World
Canola Stocks to Use Ratio
5Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Source: FutureSource, Oil World
Biodiesel Production
6Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Source: Oil World
Growing Food Oil Consumption
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Source: USDA
Oilseed Summary
• Strong demand underpinning current values• Focus will be on the South American bean crops• Oilseed production recovery from last year likely• The increased rapeseed plantings this year are needed to
support growing demand• Major exporting nations are watching the Chinese Blackleg
issues
8Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Global Feed Grains
9Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Source: USDA
Global Barley Supply & Demand
10Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
Global Barley Supply and DemandAttribute 2007/08 2008/09 2009/10
Beginning Stocks (1000 MT) 21,283 19,775 30,214
Area Harvested (1000 HA) 57,242 55,447 55,142
Production (1000 MT) 132,838 153,734 147,824
MY Imports (1000 MT) 15,649 19,646 16,831
MY Exports (1000 MT) 15,465 20,096 17,243
Feed and Residual (1000 MT) 92,204 99,495 101,424
FSI Consumption (1000 MT) 42,326 43,350 44,199
Total Consumption (1000 MT) 134,530 142,845 145,623
Ending Stocks (1000 MT) 19,775 30,214 32,003
Stocks to Use 15% 21% 22%Source: USDA
Barley Production Area
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Source: ABARE, ABS
Australian Barley Production
12Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
US Corn Demand
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Source: USDA
The Australian Dollar
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33% Increase
Source: FutureSource
Ukraine & Russian
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RUB: -18%UAH: -43%
Source: FutureSource
Questions
16Grain Storage | Supply Chain Logistics | Grain Trading |Port Terminals | Merchandise | Allied Mills
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