Beef - Future Market
contract = 330@
quote = R$/@
US$ 1,00 = R$ 1,61
Open
Expiration Contract
Closed
Open
Minimum Maximun
Last
Contract
Price
Price
Price
Price
Adjust
JUL08
8.820
1.085
93,15
92,80
93,35
93,25
93,09
AGO08
6.509
604
90,00
90,00
90,89
90,89
90,43
SEP08
11.961
638
89,90
89,15
89,90
89,45
89,45
OCT08
36.946
2.633
90,70
90,11
91,30
91,30
90,98
NOV08
5.689
6
91,00
91,00
91,80
91,80
92,20
DEC08
1.356
58
90,50
90,30
90,51
90,30
90,30
JAN09
197
29
90,00
90,00
90,00
90,00
90,58
MAY09
10
0
0,00
0,00
0,00
0,00
86,60
OCT09
201
17
97,00
97,00
97,00
97,00
97,00
reference: O Estado de S.Paulo 09/07/2008
Beef - Current Market
R$/@
US$ 1,00 = R$ 1,61
Average Minimum Maximun
Region
Price
Price
Price
Araçatuba (SP)
95,09
95,00
95,19
Barretos (SP)
95,81
95,00
96,21
Bauru/Marília (SP)
96,04
95,19
96,21
Campo Grande (MT)
90,03
90,00
90,07
Cuiabá (MT)
88,00
87,00
89,00
Dourados (MT)
90,00
90,00
90,00
Goiânia (GO)
88,17
87,00
90,00
Presidente Prudente (SP)
95,61
95,00
96,21
Noroeste do Paraná (PR)
91,30
90,00
92,00
88,72
88,00
90,07
Triângulo Mineiro
reference: O Estado de S.Paulo 09/07/2008
Sanger Brasil
Phone: +55 (11) 3459-4178 Fax: + 55 (11) 3459-4173
Avenida Nove de Julho, 3229 - conj 611 CEP 014070-000 - Jardim Paulista São Paulo, SP - Brasil
[email protected] | www.sanger.com.au
Poultry - A business of 4 billion dollars
The country may be consolidated as the world's largest exporter of chicken meat
Brazil is the world leader in exportation of chicken meat since 2004, when he overtook the United
States position. After the decrease in the volume exported in 2006, as a result of avian influenza
that struck Europe and Asia, Brazil managed to recover in 2007, with record revenue of 4.6 billion
dollars. In the analysis of the Department of Agriculture of the United States, Brazil tends in the
coming years to be consolidated as the world's largest exporter of chicken meat, apart are his
largest competitors (United States, European Union, Thailand and China).
The largest herds
State
Number of Animals
Participation
(million, in 2006)
1. Paraná
160,7
19,6%
2. São Paulo
139,8
17,0%
3. Santa Catarina
138,0
16,8%
4. Rio Grande do Sul
111,2
13,5%
67,3
8,2%
204,5
24,9%
821,5
100,0%
5. Minas Gerais
Others States
Total
Reference: Exame Magazine; IBGE and Ministry of Development
The most expensive steak in the world
The Brazilian agribusiness has never been very good in marketing. But the slaughter house
industry could convince foreign importers with a very simple argument: the Brazilian meat was the
cheapest in the world. Well, was it. Now, among the countries exporting beef, the Brazilian
product has become the most expensive in the world. That's because the price of beef in Brazil
overtook the animal price in the United States. According to data from JBS Friboi in Brazilian
pastures, the kilo of beef in U.S. dollars decreased from 1.75 in January 2007, to nearly 3.50, in
May 2008. In the United States, the same kilo of meat in May was quoted at 3.25 U.S. dollars.
The increase in the price of beef in Brazil is the result of two movements: the reduction of the
herd cattle and expansion of the capacity to slaughter. The scenario has created a dispute
between the slaughter house for the raw materials. For some analysts, the price of beef is a reality
Sanger Brasil
Phone: +55 (11) 3459-4178 Fax: + 55 (11) 3459-4173
Avenida Nove de Julho, 3229 - conj 611 CEP 014070-000 - Jardim Paulista São Paulo, SP - Brasil
[email protected] | www.sanger.com.au
- that will change the profitability of the slaughter houses. Previously, the low cost of acquisition of
the animal in Brazil to guarantee companies margins exceeding 15%. Now, the new level would be
around 5%. So the time of cheap meat got behind.
Reference: MundoAgro, Portal Exame Newsweek 30/06/2008
Sanger Brasil
Phone: +55 (11) 3459-4178 Fax: + 55 (11) 3459-4173
Avenida Nove de Julho, 3229 - conj 611 CEP 014070-000 - Jardim Paulista São Paulo, SP - Brasil
[email protected] | www.sanger.com.au