市场动态正在改变世界对粮食贸易的看法
位于威斯康星州苏必利尔的CHS终端., sends nearly 40 vessels (each carrying the equivalent of 800 semi loads) of spring wheat, 硬质小麦, 油菜籽和亚麻通过St. 劳伦斯航道.
Note to readers: The information in this story reflects conditions prior to recent events in eastern Europe. 我们CHS的所有人都希望能尽快达成和平解决方案.
毫无疑问，这是一个复杂的时期. From extreme weather patterns to inflation and from supply chain backups to international conflict, 自2018年以来，农业贸易一直在玩一场稳定的躲避球游戏.
随着来自黑海和南美等地区的竞争加剧, the United States is not as critical to supplying the world with grain and oilseeds as it was 10 or 20 years ago.
The marketplace is getting more competitive as farmers elsewhere around the globe have lower land and labor costs and are seeing improving transportation infrastructures. They are also encouraged by growing international acceptance of genetically modified seed technology.
你怎么能.S. farmers continue to secure grain market access for not only today, but for generations to come?
“在今天的商品贸易环境中, connections to the cooperative system and organizations that secure market access and new opportunities for U.S. 农民比以往任何时候都更加重要,Brian Schouvieller说, 高级副总裁, 全球贸易和风险澳门皇冠赌场平台, CHS全球谷物 & 处理.
“Farmers need partners who are figuring out how to sell the crop the same day they are planting. 在CHS，农民的最大利益驱动着我们每天做出的每一个决定.”
中国以外的亚洲市场机会
2018年美国.S.-China tariff situation was a stark reminder of the value of balanced domestic and international markets and the importance of not concentrating business in one country. 过去12个月，CHS全球粮食 & 处理 team has focused on increasing relationships and expanding export volume with a number of key countries.
“Increasing our international grain 市场营销 footprint gives us more options to secure the best market value and price for farmers,布莱斯·班菲尔德说, 副总统, 市场营销, CHS全球谷物 & 处理. “Having employees on the ground around the world allows us to form relationships not only with large grain and food customers, 但中小型客户最终会变成大买家.”
“在确定新兴市场时, 我们首先需要看看经济活动, 改变食物偏好，购买习惯和出生率,肯·埃里克森说, 谁负责大宗商品的客户咨询和开发, 交通和基础设施. “这场大流行仍将带来很多未知因素, but it’s fascinating to watch the amount of opportunity and investments that could take place in areas like Southeast Asia and Africa.”
在亚洲, 埃里克森说, consumer diets and preferences are shifting to be more protein-based and per capita incomes are rising, 因此，那里的消费者可以负担得起质量更高的肉制品. 同时, animal husbandry practices are improving and there’s a shift away from backyard feed operations to sophisticated vertical integration of hog and poultry production.
“在大豆和豆粕需求方面，中国将永远是一个主要参与者,埃里克森补充道, “但现在我们在马来西亚看到了同样的模式, 泰国和越南. 与中国不同的是，这些东南亚国家的人口仍在稳步增长.
“We’re also seeing fewer wet [open-air food] markets and more controlled environments like supermarkets and commissaries across Southeast Asia, 所以我们很好奇消费是如何, 购买行为和需求将继续演变.”
非洲市场前景看好
Emerging markets often don’t have sufficient economies of scale and infrastructure to be major grain purchasers, 但埃里克森表示，这不是忽视非洲和中东的理由.
“在过去的20年里, the population and birth rate in all countries in Africa and the Middle East has risen and will continue to grow. 在非洲，人们每天吃2到3公斤[4].4 to 6.每人每年6磅肉，”埃里克森说. “与美国相比.S. 和欧洲, 哪里人均35公斤，哪里人均25公斤, 分别, 而且每年都有巨大的增长空间.
“在过去的五年里, we’ve seen a significant increase in the level of imports of animal feed compounds and corn across Africa. When you compare those numbers to China and factor in population densities and birth rates expected in the next five to 10 years, 我们预测非洲将进口和中国一样多的粮食,他补充道.
罗曼·维鲁，CHS全球谷物皇冠hga010安卓二维码 & 总部设在日内瓦的加工营销人员, 瑞士, focuses on the strength of the CHS supply chain and the capabilities of cooperatives and farmer-owners to identify opportunities for market growth in Europe, 中东和非洲.
“我们在美国的供应链非常强大.S. Northern Plains, especially in soybeans, hard red winter wheat and spring wheat,Veru说。. “Nigeria consumes a lot of hard wheat and we know more customers there want to work with companies like CHS that have origination access and high-quality grain coming direct from the farm.”
CHS began expanding its customer base with trading partners in Nigeria in late 2019 and has already landed sales equaling up to 65% of the milling needs of one of the largest wheat millers in the country. 增加的产量促使买家将工厂产能从360家增加一倍,000吨至720吨,2023年将达到1000吨.
“我们每个月都卖一船红色的冬小麦给这位顾客. 一致的小麦品质和物流, 加上交易执行的灵活性, 是发展这一关系的关键,Veru说。. “Customer service is very important to us and is what helps us secure the best price for CHS farmer-owners.”
埃及是CHS销售的粮食的另一个主要增长国家, 过去12个月的购买量不断增加. CHS于2021年首次向埃及出售大豆, diversifying some shipments away from China to continue to expand the CHS soybean customer base.
“埃及是一个相当大的豆类市场, 每年进口400万至500万吨,Veru解释道. “我们在埃及的最新客户之一拥有2个饲料厂的产能,1万公吨/日和3吨/日的大豆压榨厂,每天000公吨. 通过我们的U.S. 在巴西的足迹和资产, 阿根廷和黑海, 我们能够全年稳定地供应玉米和大豆.”
减少与新贸易伙伴的风险
尼日利亚和埃及只是CHS营销的两个成功案例. 增加对西班牙的出口量, 葡萄牙, 东南亚和拉丁美洲, 包括在墨西哥城开设一个新的CHS谷物营销办事处, CHS和农场主还有其他的胜利吗. 但是更多国家的新伙伴是否意味着更多的风险?
“随着我们扩展到世界其他地区, 我们一直在考虑交易对手风险,Brian Schouvieller说, 高级副总裁, 全球贸易和风险澳门皇冠赌场平台, CHS全球谷物 & 处理.
“国际市场对美国来说极其重要.S. 农民和CHS花了很多时间, 皇冠hga010安卓二维码和资本确保我们能够安全地参与这些市场.”
当发现新客户时, 他们要经过CHS法律部门的审查, 商业和合规团队不仅要评估他们的财务状况, 信用历史和国家集中度风险, 但他们是否会成为最终用户和持续的买家, the potential stress those sales could put on the CHS supply chain and how much value the new market will create for farmer-owners.
“从贸易商, 发起人和国际营销团队的供应链专家, 金融, 信用和合规团队, there is strong collaboration across CHS to secure competitive market opportunities for our owners.”
太平洋西北粮食出口重镇
TEMCO, 这是CHS和嘉吉皇冠hga010安卓二维码的谷物出口合资企业, 包括太平洋西北部的三个出口码头:卡拉马和塔科马, 洗.俄勒冈州的波特兰. 过去一年, CHS has improved supply chain efficiencies to source more grain faster from farmers and cooperatives. 通过TEMCO合资皇冠hga010安卓二维码, CHS现在是太平洋西北地区向亚洲市场最大的谷物出口商.
- 2020-2021: Export volume grew from 40 million bushels per month to 55 million bushels per month through Pacific Northwest ports
- TEMCO在2021财年处理了近5.4亿蒲式耳的谷物, 高于2020财年的3.31亿蒲式耳
- CHS在太平洋西北地区的粮食市场份额为35%, 最接近的竞争对手占有25%的市场份额
- TEMCO向包括中国、日本和韩国在内的11个国家分销粮食
请查看完整的 2022年冬季C杂志 随着这篇文章和更多.