DG AGRI DASHBOARD: CEREALS - CIRCABC - Welcome

1 DG agri dashboard : CEREALSS ources : European Commission (DG ESTAT, DG JRC, DG agri , DG TAXUD), European Central Bank, IGC, ICE, The Baltic Exchange, CME, MATIF, France AgrimerLast update: & StocksTradeWeather & cropsconditionsEU (milling) & US (SRW) wheat futures -60 daysCME US maize & soybeans futures -60 daysMonthly avg: currency -oil -freight /t$/t /t$/t /t$/t US Gulf (SRW)23928212%12%16%23%US Gulf (HRW)24028313%13%25%32%EU Rouen (grade 1)21625510%10%19%26%CA St Lawrence (CWAD)249294----EU Port-la-Nouvelle278328--4%10%Black sea (feed)1742067%7%5%11%EU Rouen (feed)20123712%12%17%23%US Gulf (3YC)19122617%18%23%30%EU Bordeaux196231--16%23%soybeansUS Gulf (2Y)3824526%6%19%25%maize20 Oct 2020m/m variationy/y variationExport prices FOBdurum wheatwheatbarley16017519020522005010021/ 0831/0810/0920/0930/0910/1020/10 /tEuronext milling wheat 'MAY1.

2 'MAR1: 'DEC0: 211 Daily traded volume (1000 contracts of 50 tons)11012013014015016001503004506007509 0010501200135021/0831/0810/0920/0930/091 0/1020/10$/tCME Maize futuresMARKET_VOLUMECORN'MAY1: 153 CORN'MAR1: 152 CORN'DEC0: 150 Daily traded volume (1000 contracts of 127 tons)230207207160180200220240 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 /tWheat -monthly avg. export prices (fob)US Gul fEU RouenBl ack Sea181185178120140160180200 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 /tMaize -monthly avg. export prices (fob)US Gul fEU BordeauxBl ack Sea2227116076337305001000150020002500ce re a lsma i zewhe a ts oybeansWorld production (million tonnes)2017/20182018/20192019/20202020/2 021 re a lswhe a tma i zeba rl eyEU production (million tonnes)2017/182018/192019/20(f)2020/21(p )629285294500100200300400500600700ce re a lsma i zewhe a ts oybeansWorld stocks (million tonnes)2017/20182018/20192019/20202020/2 021 re a lswhe a tma i zeba rl eyEU stocks (million tonnes)2017/182018/192019/20(f)2020/21(p )

3 42253545556575 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 Brent Crude Oil $/barrel16017018019020021022023024005010 015020025030021/0831/0810/0920/0930/0910 /1020/10$/tChicago (CME) SRW futuresWHEAT'DEC0: 232 WHEAT'MAR1: 232 WHEAT'MAY1: 232 MARKET_VOLUMED aily traded volume (1000 contracts of 136 tons)30032034036038040042001002003004005 0060070021/0831/0810/0920/0930/0910/1020 /10$/tChicago soybeans futuresMARKET_VOLUMESOYBEANS'NOV0: 391 SOYBEANS'J AN1: 391 SOYBEANS'MAR1: 387 Daily traded volume (1000 contracts of 136tons)12721206201120162021202620 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 Freight (Baltic dry index) rate vs $ $Wheat importsCoarse grain importsWheat exportsCoarse grain exportsTrade balance6420246810 Million tonnesMarketing YearCereals.

4 Trade evolution (EU) (July-August)2019 MY -million tonnesWeekly volume -thousand tonnesw eekEU+UK Common wheat & flour -exports2020/21 e(current MY)2019 MY -million tonnesWeekly volume -thousand tonnesw eekEU+UK Barley, malt included -exports2020/21 3 MtWeeklyvolum e(current MY)2019 MY -million tonnesWeekly volume -thousand tonnesw eekEU+UK Maize -imports2020/21 e(current MY)* quotation at 25/3/2020back to DashboardPageNext /t$/t /t$/t /t$/t US Gulf (SRW)23928212%12%16%23%US Gulf (HRW)24028313%13%25%32%EU Rouen (grade 1)21625510%10%19%26%CA St Lawrence (CWAD)249294----EU Port-la-Nouvelle278328--4%10%Black sea (feed)1742067%7%5%11%EU Rouen (feed)20123712%12%17%23%US Gulf (3YC)19122617%18%23%30%EU Bordeaux196231--16%23%soybeansUS Gulf (2Y)3824526%6%19%25%maize20 Oct 2020m/m variationy/y variationExport prices FOBdurum wheatwheatbarleySources.

5 International Grains Council, France Agrimer* quotation at 25/3/2020back to DashboardPreviousPageNext230207207160180 200220240 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 /tWheat -monthly avg. export prices (fob)US Gul fEU RouenBl ack SeaSource: International Grains Councilback to DashboardPreviousPageNext181185178120140 160180200 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 /tMaize -monthly avg. export prices (fob)US Gul fEU BordeauxBl ack SeaSources: International Grains Council, France Agrimerback to DashboardPreviousPageNext222711607633730 5001000150020002500ce re a lsma i zewhe a ts oybeansWorld production (million tonnes)2017/20182018/20192019/20202020/2 021 : International Grains Councilback to DashboardPreviousPageNext274115635501002 00300400ce re a lswhe a tma i zeba rl eyEU production (million tonnes)2017/182018/192019/20(f)2020/21(p )Source.

6 European Commission DG agri back to DashboardPreviousPageNext629285294500100 200300400500600700ce re a lsma i zewhe a ts oybeansWorld stocks (million tonnes)2017/20182018/20192019/20202020/2 021 : International Grains Councilback to DashboardPreviousPageNext458187020406080 ce re a lswhe a tma i zeba rl eyEU stocks (million tonnes)2017/182018/192019/20(f)2020/21(p )Source: European Commission DG agri back to DashboardPreviousPageNext160175190205220 05010021/0831/0810/0920/0930/0910/1020/1 0 /tEuronext milling wheat 'MAY1: 'MAR1: 'DEC0: 211 Daily traded volume (1000 contracts of 50 tons)16017018019020021022023024005010015 020025030021/0831/0810/0920/0930/0910/10 20/10$/tChicago (CME) SRW futuresWHEAT'DEC0: 232 WHEAT'MAR1: 232 WHEAT'MAY1: 232 MARKET_VOLUMED aily traded volume (1000 contracts of 136 tons)EU (milling) & US (SRW) wheat futures -60 daysSource: MATIFS ource: CMEback to DashboardPreviousPageNext110120130140150 160015030045060075090010501200135021/083 1/0810/0920/0930/0910/1020/10$/tCME Maize futuresMARKET_VOLUMECORN'MAY1: 153 CORN'MAR1.

7 152 CORN'DEC0: 150 Daily traded volume (1000 contracts of 127 tons)30032034036038040042001002003004005 0060070021/0831/0810/0920/0930/0910/1020 /10$/tChicago soybeans futuresMARKET_VOLUMESOYBEANS'NOV0: 391 SOYBEANS'J AN1: 391 SOYBEANS'MAR1: 387 Daily traded volume (1000 contracts of 136tons)CME US maize & soybeans futures -60 daysSource: CMES ource: CMEback to DashboardPreviousPageNext42253545556575 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 Brent Crude Oil $/barrel12721206201120162021202620 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 Freight (Baltic dry index)Monthly avg: currency -oil -freightSource: Intercontinental ExchangeSource: European Central Bank Source: The Baltic Exchange rate vs $ $back to DashboardPreviousPageNextSource: European Commission DG JRCback to DashboardPreviousPageNextSource.

8 EuropeanCommission DG TAXUD2019 MY -million tonnesWeekly volume -thousand tonnesw eekEU+UK Common wheat & flour -exports2020/21 e(current MY)back to DashboardPreviousPageNextSource: EuropeanCommission DG TAXUD2019 MY -million tonnesWeekly volume -thousand tonnesw eekEU+UK Barley, malt included -exports2020/21 3 MtWeeklyvolum e(current MY)back to DashboardPreviousPageNextSource: EuropeanCommission DG TAXUD2019 MY -million tonnesWeekly volume -thousand tonnesw eekEU+UK Maize -imports2020/21 e(current MY)back to DashboardPreviousPageSource: EurostatWheat importsCoarse grain importsWheat exportsCoarse grain exportsTrade balance6420246810 Million tonnesMarketing YearCereals: trade evolution (EU) (July-August)