Transcript Raw Material Situation and Trend

A Seminar on
EU Feed Rules and Feed Import Requirements
and the Global Feed Trends
“Thailand Feed Situation in 2013”
Mr. Boontham Aramsiriwat
Secretary General,TFMA
Mar 7, 2013
Imperial Queen’s Park, Bangkok, Thailand
Thailand Feed Consumption Ratio 2012
Total Feed Consumption 15.5 Million Tons
Broiler
37%
Pig
32%
Fish
4%
Shrimp
5%
Cow
4%
Duck
2%
Layer
16%
Source : Thai Feed Mill Association, 2013
Thailand Feed Demand
Million Tons
18
Feed Demand Δ 7.2 % per year
Drought&Heat Wave
16
Flood Crisis
14
12
Hamburger Crisis
Bird Flu Crisis
10
8
6
10.0
10.8
2004
2005
12.2
12.9
12.6
12.3
12.9
2006
2007
2008
2009
2010
14.3
15.5
16.5
4
2
0
* : Forecast
2011
2012
2013*
Source : Thai Feed Mill Association, 2013
Growth Rate of Feed Production
6.5%
Million
Tons
8.4%
17
16.5
16
15
15.5
14.3
14
13
12
11
10
* : Forecast
2011
2012
2013*
Source : Thai Feed Mill Association, 2013
Soybean Meal CBOT
USD/ST
550
500
450
400
524.93
∆ 2011 Vs 2012 : 24.4%
∆ 2012 Vs 2013 : -5.0%
434.20
414.30425.63
399.43
375.25 372.37368.79
358.02
350
300
506.07
495.22
435.30
416.71
469.71
445.06
420.95
430.20 413.20
427.96
406.63
384.60
352.50 352.62 355.14 353.63 357.28 346.89
362.40
442.02
359.80
344.01
315.99 330.66
315.17 297.82
291.39
250
Jan
Feb
Mar
Apr
May
Jun
2011
Jul
Aug
2012
Sep
Oct
Nov
Dec
Source : CBOT, March 6, 2013
Corn CBOT
Cent/Bushel
850
∆ 2011 Vs 2012 : 1.9%
∆ 2012 Vs 2013 : -5.0%
800
750
803.61
752.35 722.42
706.94 684.38
714.65 690.64 708.00
763.45
761.30
713.38
720.55
688.40
692.98
674.11
700
749.96
740.08
719.94
691.75
679.03
657.28
671.60
650
600
635.43 640.39
630.86
647.97
632.12
634.81
605.47 603.19
550
Jan
Feb
Mar
Apr
May
Jun
2011
Jul
Aug
2012
567.20
Sep Oct
625.30
604.67
Nov
Dec
Source : CBOT, March 6, 2013
Total Cost Change Index : 2011-2013
114
112
112
110
108
106
106
104
102
100
100
98
96
94
2011*
2012
* : Base year, ** : Future Price from CBOT March 6 2013
2013**
Conclusion
Thank You