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4/7/2014

March Import‐Export (Mexico) Key Highlights :

• Total Dairy Exports were lower ‐84.37% and Imports were higher 12.60%. Imports ƒNFDM (14.35%) Whey (20.97%) Butter (‐66.55%) Cheese(10.17%)

Exports ƒ Cheese (‐39.12%) Yogurt (‐93.6%)

Changes are Y.O.Y 2014 v.s 2013

Samuel Padilla Rice Dairy (312)492‐4250 sap@ricedairy.com 135 S. LaSalle St. | Suite 3000 Chicago, Illinois 60603 www.ricedairy.com


March Imports (Y.O.Y% Change)


4/7/2014

Total Dairy Trade Total Dairy Imports 50,000 

Metric Tons

45,000  40,000  35,000  30,000  25,000  20,000 

1

2

3

4

5

6

7

8

9

10

11

12

2011

27,064 

32,459 

35,671 

30,955 

35,643 

44,734 

34,290 

33,666 

35,175 

36,389 

39,244 

36,227 

2012

30,563 

38,259 

44,612 

40,379 

45,522 

37,074 

38,562 

40,198 

32,608 

37,278 

36,753 

35,467 

2013

33,656 

36,581 

31,550 

41,664 

44,576 

36,764 

40,165 

30,972 

28,995 

33,401 

36,596 

37,584 

2014

32,029 

29,705 

35,524 

YOY

‐4.83%

‐18.80%

12.60%

15.00% 10.00% 5.00% 0.00% ‐5.00% ‐10.00% ‐15.00% ‐20.00% ‐25.00%

Metric Tons

Total Dairy Exports 25,000 

20.00%

20,000 

0.00% ‐20.00%

15,000 

‐40.00% 10,000 

‐60.00%

5,000  ‐

‐80.00% Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2011

1,834 

2,049 

1,655 

1,958 

2,593 

2,265 

2,060 

2,109 

1,872 

1,786 

1,672 

1,761 

2012

1,700 

2,741 

3,256 

3,524 

2,806 

2,765 

2,504 

3,364 

3,359 

3,607 

2,661 

2,390 

2013

2,592 

2,665 

20,381 

3,340 

3,821 

4,050 

3,799 

5,566 

5,625 

4,558 

3,312 

2,419 

2014

2,599 

2,890 

3,185 

YOY

0.26%

8.44%

‐84.37%

‐100.00%


4/7/2014

March Imports

NFDM/SMP Imports 12.00%

30,000 

10,000 

10.00%

25,000 

8,000 

8.00%

6,000 

6.00%

4,000 

4.00%

2,000 

2.00%

20,000  15,000  10,000  5,000  ‐

0.00%

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2011 6,938 8,286 9,368 5,857 5,526 5,396 4,955 4,773 5,112 5,670 7,728 7,712

2011 9,715 

12,501

12,833

12,307

14,228

21,866

19,413

17,292

19,012

16,470

17,652

14,514

2012 6,057 6,807 8,261 8,346 9,114 7,008 7,416 7,034 5,706 5,942 8,576 8,979

2012 17,543

20,264

22,990

22,564

27,138

19,016

19,547

19,937

17,924

20,236

19,219

16,137

2013 8,102 7,622 7,766 8,872 10,23 8,325 9,477 7,984 7,512 8,610 8,873 9,986

2013 15,705

17,601

14,286

22,125

20,979

17,347

20,218

13,979

13,377

15,159

16,696

17,662

2014 8,653 7,994 8,556

2014 13,402

13,803

16,335

YOY 6.80% 4.88% 10.17%

YOY ‐14.66% ‐21.58% 14.35%

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Whey Imports

8,000  7,000  Metric Tons

Metric Tons

12,000 

6,000  5,000  4,000  3,000  2,000 

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Dec

35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% ‐5.00% ‐10.00%

Metric Tons

Metric Tons

Cheese Imports

8,000  7,000  6,000  5,000  4,000  3,000  2,000  1,000  ‐

Jan

Butter Imports

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2012 4,005 5,962 6,851 6,047 5,515 6,230 6,402 6,590 5,363 6,257 5,500 5,184

2012 2,790

1,832 3,473

2,425

2,824 1,797

2,108 4,098

1,888 1,941

1,499 3,056

2013 5,013 4,861 4,319 5,810 6,487 5,760 6,354 5,943 5,510 5,206 6,166 6,146

2013 5,360

6,803 5,255

5,260

3,205 2,781

2,917 1,653

540 

2,508 2,010

2014 6,511 4,541 5,225

2014 764 

1,024 1,758

YOY 29.87% ‐6.58% 20.97%

YOY ‐85.7% ‐84.9% ‐66.5%

1,887

20.00% 15.00% 10.00% 5.00% 0.00% ‐5.00% ‐10.00% ‐15.00% ‐20.00% ‐25.00%

0.0% ‐10.0% ‐20.0% ‐30.0% ‐40.0% ‐50.0% ‐60.0% ‐70.0% ‐80.0% ‐90.0% ‐100.0%


4/7/2014

March Imports Detailed  Cheese Imports by Country h.s 0406

6,000 

8,000 

5,000  Metric Tons

7,000  6,000  Metric Tons

Whey Imports by Country h.s 0404

5,000  4,000  3,000 

4,000  3,000  2,000  1,000 

2,000 

1,000  ‐

Argentina

Denmark

Chile

2013

3,918 

41 

88 

619

510 

378 

2014

4,978 

28 

14 

30 

30 

18

333 

588 

Uruguay 

New Zeland

2013

5,604 

513 

2014

6,999 

417 

NFDM/SMP Imports by Country hs 040210

Butter Imports by Country h.s 0405 3,500  3,000  Metric Tons

2,500  Metric Tons

Germany

Netherlands

United States

2,000  1,500  1,000  500  ‐

United States Switzerland

New Zealand

United States

Australia 

France

Denmark

2013

3,008 

93 

34 

21 

2014

979 

660 

67 

17 

37 

20,000  18,000  16,000  14,000  12,000  10,000  8,000  6,000  4,000  2,000  ‐

United States

New Zealand

Ireland

Poland

Canada

2012

18,592 

1,618 

2013

16,526 

54 

50 

2014

16,010 

325 


4/7/2014

Notable March Exports Yogurt Exports

Cheese Exports 

3,000

1,200

45.00%

1,000

35.00%

2,000

25.00% 15.00%

1,500

5.00%

Metric Tons

Metric Tons

2,500

800 600 400

1,000 ‐5.00% 500

200

‐15.00%

0

‐25.00%

0

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2012

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

322

362

312

285

289

260

369

325

499

360

218

367

2012

893

1,003

1,055

943

1,093

852

984

1,135

933

1,067

857

918

2013

411

389

540

271

340

215

344

334

499

973

671

393

2013

983

1,067 17,674 1,046

1,260

1,047

1,070

1,191

1,136

1,141

1,052

946

2014

294

303

329

2014 1,066

1,105

1,127

YOY

3.5%

‐94%

8.4%

YOY ‐28.4% ‐22.2% ‐39.1%

Cheese Export by Country

20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0

350 300 Metric Ton

Metric Ton

Yougurt Export by Country 250 200 150 100 50 0

United States

Guatemala

Belice

El Salvador

2013

563

17801

27

4

2014

597

515

21

3

Source:SIAP/SAVI

United States

Guatemala

El Salvador

2013

218

317

5

2014

273

52

4

0.0% ‐5.0% ‐10.0% ‐15.0% ‐20.0% ‐25.0% ‐30.0% ‐35.0% ‐40.0% ‐45.0%


Mexico March Dairy Import/Export