Market Reports

Beef Market Outlook January 2021

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Sheep Market Outlook January 2021

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Pig Meat Forecast January 2021

Brexit Commodity & Food Price Impact report HERE

HSBC Quarterly Updates HERE

UK Beef Market insights - Urner Barry presentation 

HERE

12th April

Please circulate this update to all relevant staff within your business.

 

Click here for this week’s AIMS Market Update report.

 

Please keep the information confidential within your business.

 

The AHDB Data is levy funded

 

To read the latest edition of AHDB Cattle & Sheep Weekly: Click Here

 

To read the latest edition of AHDB Pork Weekly: Click Here

 

The AHDB Retail dashboards for April are now available: Click Here

 

Beef supply chain absorbing cattle price increase Click Here

 

GB cattle prices have strengthened considerably throughout the coronavirus pandemic. However, the same cannot be said of beef retail prices. 

 

According to data from Kantar: Click Here average beef retail prices have risen by around 3% in the past year, and AHDB’s own supermarket price series records a drop in prices for the cuts it follows.

 

The run up to Ramadan 2021 Click Here

 

AHDB Analyst, Hannah Clarke comments, “With Easter now behind us, the next big event on the sheep meat market calendar is the Muslim festival of Ramadan.” She looks at the opportunities for producers and processors.

 

2020: A mixed year for global pork prices. What next?  Click Here

 

A short report from AHDB Senior Red Meat Analyst, Bethan Wilkins.

 

Poultry industry in the United Kingdom- statistics & facts Click Here

 

A report from Statistica,  published April 2021

 

With the United Kingdom’s exit from the European Union, concerns have arisen over chlorinated chicken imports from the United States. Questions are being raised about what the future standards will be for the poultry industry in the UK. All these questions are of major relevance to the more than 3,000 companies working on raising poultry in the UK. In 2020, 1.06 billion broilers, almost 62 million boiling fowl and 16 million turkeys were slaughtered in the UK.

 

Report from the USA: LAMB: THE LATEST MEAT IN HIGH DEMAND Click Here

 

Lamb sales are surging.

 

While shoppers used to be wary due to its higher price tag, store sales of lamb jumped 28% year-over-year as of last month, according to Nielsen. 

 

Meanwhile, beef sales rose 25.6% and pork sales increased 20.5% over the same period.

 

In case you missed it…

 

Why have suppliers overtaken retailers on animal welfare? Comment & Opinion piece from The Grocer: Click Here

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

5th April

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Click here for this week’s AIMS Market Update report.

 

Please keep the information confidential within your business.

 

The AHDB Data is levy funded

 

Please Note, there was no data from Urner Barry this week owing to the Bank Holiday

 

To read the current edition of AHDB Pig Weekly: Click Here

 

To read the current edition of AHDB Cattle & Sheep Weekly: Click Here

 

Some short videos from AHDB

 

  • Supply and Demand in the Beef Market – April 2021Click Here

 

  • Latest Market Developments affecting Sheep Meat – April 2021Click Here

 

  • Some Improvement in the GB Pork Market – April 2021Click Here

Rabobank: Poultry Quarterly Q2 2021: The Bumpy Road to RecoveryClick Here

 

As countries reopen foodservice, and while their control of Covid-19 improves, the poultry industry will start to recover. On average, 35% of global poultry consumption is via foodservice. “In countries where several of these disruptive factors come together, broiler prices have risen to high levels. Some governments have started to intervene to protect their economies against price inflation,” according to Nan-Dirk Mulder, Senior Analyst – Animal Protein. 

 

Unfortunately we are unable to access the full report however the link does include the report’s highlights.

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

29th March

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Click here for this weeks AIMS Market Update Report

 

Please keep the information provided confidential within your business.

 

The information from AHDB is levy funded.

 

GB cattle trade jumps again

 

“In the week ended 20 March, the deadweight cattle trade jumped up again” writes Bethan Wilkins Senior Analyst Red Meat at AHDB. To read her full article: Click Here

 

What impact will input prices have in 2021?

 

With margins tight for many farms, AHDB economists, Mark Topliff and Carol Davis take a look at the key input prices for feed, fertiliser and fuel, and where they might go in 2021. To read their full report: Click Here

 

What’s behind the high GB lamb prices?

 

A short video presentation from AHDB analyst Bronwyn Magee. To watch: Click Here

 

Tighter Supply Helps Support Cattle Prices in 2021

 

A short video presentation from AHDB analyst Charlie Reeve. To watch: Click Here

 

HCC Market Bulletin – March 2021 Click Here

 

Here you can read the monthly market bulletins produced by HCC to update the industry on the latest statistics on prices and livestock numbers.

 

To read March 2021: Click Here

UK beef prices could well take off over the next few years Click Here

 

This opinion piece published on Agriland is well worth taking a few minutes to read.

 

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

22nd March

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Click here for this weeks AIMS Market Update Report

 

Please keep the information confidential within your business

 

The AHDB data is all levy funded.

 

We’d also like to draw your attention to the last 4 slides which are new to the report this week

 

January brought continued growth for meat and dairy Click Here

 

Rebecca Miah, AHDB’s Strategy Director for beef and lamb, said: 

 

“These numbers are a really excellent start to the New Year and reflect how highly valued red meat and dairy are to consumers. While alternatives show growth from a small base, these are mostly complimentary additional purchases driven by interest and variety, rather than a move away from real meat and dairy consumption.  

 

“This supports the main message of AHDB’s ‘Eat Balanced’ campaign, launched in January, which encourages a diverse and inclusive diet of all food groups.”

 

To read the full report: Click Here

 

Another spring in the step of cattle prices

 

“In the week ending 13 March, the GB all prime average cattle price stood at 380.8p/kg, up 3.8p on the week before. This measure is now 45.4p/kg above the price achieved in the same week last year.” Writes Charlie Reeve, livestock analyst at AHDB. 

 

To read his full report: Click Here

 

EU pig numbers increase with strong growth from Spain

 

“The largest growth in numbers was seen in Spain, Denmark and Poland. Spain increased its herd size in 2020 by 1.43 million head. Spain was already the EU’s largest producer of pigs and this 5% increase widens the gap further between the other major European pig producing nations.”

 

Writes Charlie Reeve, livestock analyst at AHDB. 

 

To read his full report: Click Here

 

African Swine Fever: A Global Update – Ongoing Change in Global Pork Markets in 2021

 

“African swine fever is actively influencing pork markets around the world, creating many areas of uncertainty – mainly in China, but also in Germany – which will not be resolved quickly. The implications of ASF for world pork trade are a major swing factor in global pork markets.” Says an update report from Rabobank

 

To read the extracts from the report: Click Here

 

Beef Quarterly Q1 2021: New Drivers in Cattle Innovation

 

“Increasing awareness of the need to improve environmental and social outcomes, together with a growing appetite from investors in animal protein, are creating new opportunities and growth in cattle innovation.” Says an update report from Rabobank

 

To read the extracts from the report: Click Here

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

15th March

Please circulate this update to all relevant staff within your business.

Click here for this weeks AIMS Market Update Report

 

Please keep the information contained confidential within your business.

 

Note, all of the AHDB data is levy funded.

Global Poultry’s Investment Reality in the Covid-19 Era: Strengthening Business Models in a Challenging Period of Rapid Change Click Here

 

The report from Rabobank identifies three stages of Covid-19’s impact on the global poultry industry.

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

8th March

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Click here for this weeks AIMS Market Update Report

 

Please ensure that you keep the information provided confidential within your business.

 

All AHDB data is levy funded.

 

Post-COVID opportunities for the eating out market Click Here

 

Hospitality has been one of the industries most affected by the coronavirus pandemic, and the challenges look set to continue. Estimates suggest that eating-out consumption declined by over half in 2020 with restaurants, cafes and bars forced to close during lockdown.

 

Food-to-go needs evolve due to pandemic Click Here

 

Prior to COVID-19, food-to-go* (FTG) was the hero of the foodservice market. According to Lumina Intelligence it had seen a decade of growth and in 2019 outperformed the wider eating-out market, growing 2.4% in value to £21.2bn. This was driven by expansion, new product development and time poor consumers.

 

Strong January performance for red meat and dairy Click Here

 

January has seen a strong performance from red meat and dairy – a continuation of its Christmas success says AHDB in an informative report.

Everyone at AIMS is here to support any members, please email if you have any questions.

 

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1st March

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Click here for this week’s AIMS Market Update Report

 

Please can you keep the information contained confidential within your business.

 

The AHDB data is levy funded.

Rabobank lays out three steps to navigate global poultry market Click Here

 

RABOBANK has said that investors in poultrymeat businesses should prepare for an uneven recovery to markets over 2021 and, in the longer-term, changes to distribution models.

 

The bank’s research arm has outlined three stages to the pandemic – ‘Disruption’, ‘dual market to recovery’ and ‘The Aftermath’.

 

To read the full reportClick Here

 

EU Exit perspectives: Global opportunities for agri-food sector gives food for thought Click Here

 

International Market Development Director Dr Phil Hadley reflects on the launch of the Government’s ‘Open Doors’ food and drink exports campaign: Click Here, what it will mean for the UK agri-food sector and how a collaborative approach will pay dividends for our producers and processors on the global stage.

Everyone at AIMS is here to support any members, please email if you have any questions.

 

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22nd February

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Click here for this week’s AIMS Market Update Report.

 

Please ensure that the information contained in this report remains confidential within your business.

 

The information from AHDB is levy funded.

 

AHDB – Sector Forecast Reports

 

AHDB have published some sector forecast reports looking at production in Australia

 

 

  • Australian sheep meat production forecast to rise in 2021 Click Here

 

AHDB - How did the pandemic affect UK beef trade in 2020? Click Here

 

Hannah Clarke, an Analyst at AHDB uses the full UK trade data for 2020 to see  how imports and exports of beef fared during what was an unforgettable (or memorable, depending on your perspective) year.

 

Urner Barry Podcast - UK Beef Chat – Click Here

 

The podcast features Mike Nesbitt and Jay Alletto who are joined by fellow market reporters Joe Muldowney, Bill Smith and Gary Morrison. They discuss Valentine's Day's effect on the beef supply chain and the UK Beef Market in general.

 

Mintec - Price and trade impact of the Brexit deal on EU and UK commodity markets

 

Commodity data supplier, Mintec, has published a report which looks at the impact of Brexit on EU and UK food and associated commodity markets.

 

The report provides a category update on commodity price movements since the Brexit deal between the UK and EU on 24th December 2020. 

 

It shows that the agreement has had a muted price impact on most categories to date.

 

The EU-UK Trade and Cooperation Agreement (TCA) permits trade to continue across the English Channel without duties or taxes, to maintain the competitive position of EU exports to the UK and vice versa. 

 

The analysis focuses on key commodity categories, delving into the main challenges facing importers and exporters on both sides.

 

To read the report in full please go to the Members Resources area of the AIMS website: www.aims2001.co.uk (you will need the password to enter this section. If you have forgotten the password please contact office@aims2001.co.uk ) under ‘Market Update’.

 

The link to the report is below the AHDB Pig Meat Market Forecast 2021.

Everyone at AIMS is here to support any members, please email if you have any questions.

 

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15th February

Please circulate this update to all relevant staff within your business.

 

Click here for this week’s AIMS Market Update Report. The report now also includes beef deadweight prices from Scotland.

 

Please treat this report as confidential.

 

The AHDB information is levy funded.

 

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

8th February

Please circulate this update to all relevant staff within your business.

 

Click here for this week’s AIMS Market Update Report.

 

As ever please keep the information confidential within your business.

 

All data from AHDB is levy funded.

 

The other data is sourced under AIMS subscription or through our own desk top research

 

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL

1st February

Market Update Report, Including Market Outlook Reports

 

Please circulate this update to all relevant staff within your business.

 

Click here for is this week’s AIMS Market Update report.

 

Please can you keep its contents confidential within your business.

 

Please remember, all AHDB data is levy funded.

 

In addition to this week’s Market Report. The team at AHDB MI have just published their Agri-market outlook: Click Here and their Long View: Click Here

 

This includes sector specific outlook reports for:

 

Beef, for the full report - Click Here

 

Key points from the 2021 Beef Market Outlook:

 

  • 5% fall in beef production expected in 2021, due to tighter cattle availability

  • Domestic consumption expected to fall 3% overall in 2021, due to easing retail sales

  • Imports expected to grow by 4% in 2021, as foodservice demand improves

  • Exports expected to fall by 3% in 2021, largely due to lower domestic production

Sheep, for the full report - Click Here

 

Key points from the 2021 Lamb Market Outlook:

 

  • UK sheep meat production is set to fall by about 4% this year to 285,000 tonnes

  • Overall lamb throughput in 2021 forecast at 12.5 million head, 4% below year earlier levels

  • Imports and exports both expected to contract slightly

  • Limited global supplies may offer some price support

  • Domestic demand unlikely to maintain the growth seen in 2020

Pigs, for the full report - Click Here

 

Key points from the 2021 Pig Meat Market Forecast:

 

  • 4% rise in pig meat production expected in 2021, due to higher slaughter and heavier carcase weights

  • Backlog of market ready pigs expected to be worked through in Q2

  • Exports expected to drop back, due to lower Chinese import demand and disruption following departure from EU

  • Imports expected to fall due to lower demand and large domestic supplies

  • Higher level of uncertainty than usual, particularly over slaughter in first half of year

AIMS members may also be interested in the short term view for dairy: Click Here and the longer view: Click Here

 

For AIMS producer members the AHDB Farm input cost forecasts have also been published: Click Here

 

And this also supported with a Full Farm Inputs Report Click Here

 

AIMS members who have an interest in the grain market will also find the Cereals Market Outlook Click Here of interest.

Everyone at AIMS is here to support any members, please email if you have any questions.

 

MORE THAN EVER PLEASE STAY SAFE – STAY WELL 

25th January 

Please circulate this update to all relevant staff within your business.

 

Click here for this week’s AIMS Market Report.

 

The AHDB data is levy funded.

 

Please can you keep the full report confidential within your business

18th January

To download click here and please circulate this update to all relevant staff within your business.

 

Please find attached this week’s AIMS Market Report. I am pleased to say that all of the usual contributors are now back up to speed with their information.

 

Please remember to keep the information confidential within your business.

 

All data from AHDB is from their MI Team and is levy funded.

 

For AIMS Members in the Poultry Sector, may we draw your attention to Rabobank’s Poultry Quarterly Q1 2021: Click Here

 

AIMS are not clients of Rabobank so are unable to access the full report. However the above link does include a summery of it’s contents as well as links to previous reports which are accessible.

 

As regards the Q1 2021 report their view is:

 

After the big disruption caused by Covid-19 in 2020, the poultry industry will face additional challenges in 2021, especially in 1H. Covid-19 will place ongoing pressure on foodservice and trade, and the consequent slow economic growth will lead to more price-driven market conditions. As market fundamentals appear challenging for 2021, the poultry industry should prepare for a tough year.

11th January

To download click here and please circulate this update to all relevant staff within your business.

 

Please find attached this week’s AIMS Market Update report.

 

There are no figures for Supermarket prices from AHDB for Beef, Lamb and Pork. They tell me that they will recommence collection of these this week so they’ll be included on the report 18th January 2021.

 

The same goes for Mintec. They will be recommence collection of wholesale prices this week.

 

Please keep the information included on this report confidential

Click on the dates below to download previous Market Reports

28th December

21st December

14th December

7th December

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