Forecast Million Lbs. % Change 1. Carryin August 1, ,677, ,001, %

Transcription

1 Almond Industry Position Report FEBRUARY Crop Year Salable Forecast Million Lbs /01-02/28 Kernel Wt /01-02/28 Kernel Wt. % Change 1. Carryin August 1, ,677, ,001, % 2. Crop Receipts to Date 2, ,250,453,030 2,125,904, % 3. [2% Loss and Exempt] 45.0 (45,009,061) (42,518,087) 4. New Crop Marketable (2-3) 2, ,205,443,969 2,083,386, % 5. [Reserve] n/a Total Supply (1+4-5) 2, ,604,121,081 2,495,387, % Shipments by Handlers 7. Domestic ,630, ,624, % 8. Export 1, ,012,666, ,291, % 9. Total Shipments 2, ,422,296,053 1,268,916, % 10. Forecasted Carryout Computed Inventory (6-9) 1,181,825,028 1,226,470, % Commitments (sold, not delivered)** 12. Domestic 13. Export 14. Total Committed Shipments 217,082, ,085, ,167, ,401, ,087, ,488, % 1.99% 8.64% 15. Uncommitted Inventory (11-14) 657,657, ,981, % Handlers reporting commitments represent 97% of the 2016/2017 crop MONTHLY REPORT OF SALABLE HANDLER SHIPMENTS Crop Year Crop Year 02/01-02/28 08/01-02/28 02/01-02/28 08/01-02/28 DOMESTIC Shelled 36,408, ,870,577 33,996, ,505,330 Manufactured 22,889, ,339,032 21,408, ,193,394 Products 354,932 3,867, ,914 2,131,307 Inshell 274,647 4,065,772 (31,038) 3,733,890 (Interhandler Transfers) (1,667,731) (9,261,109) (1,723,167) (13,661,590) (Industry Purchases) (4,506,713) (17,251,548) (2,263,667) (13,277,443) Total: 53,753, ,630,047 29% 51,808, ,624,888 31% EXPORT Shelled 103,995, ,158,540 76,836, ,551,344 Manufactured 11,489,166 84,865,491 10,084,970 72,231,994 Products 98, ,567 72, ,945 Inshell 20,795, ,785,408 13,462, ,321,640 Total: 136,379,408 1,012,666,006 71% 100,455, ,291,923 69% NET SHIPMENTS 190,132,511 1,422,296, % 152,263,849 1,268,916, % EXEMPT/INEDIBLE SHIPMENTS 315,997 8,035, ,894 3,832,102 Source: ABC Form 25 March 09, 2018

2 Global 2017/ Current YTD Current YTD Percent vs. Current Month - February, 2018 August 1 through February 28, 2018 Current Month - February, 2017 August 1 through February 28, 2017 Destination > 250,000 LBS. Current YTD are reported Total 2016/17 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 85% 15% 100% 72% 28% 100% 87% 13% 100% 73% 27% 100% NORTH AMERICA 3% Canada 4,064,736 1,440 4,066,176 32,535,755 38,575 32,574,330 4,105,421 2,050 4,107,471 31,688,563 44,470 31,733,033 Mexico 1,620, ,620,128 12,990, ,990,015 1,305, ,305,582 11,786,690 2,100 11,788,790 5% Ttl NORTH AMERICA 5,684,864 1,440 5,686,304 45,582,730 38,575 45,621,305 5,411,003 2,050 5,413,053 43,488,213 46,570 43,534,783 LATIN AMERICA/CARIBBEAN 107% Argentina 239, ,000 1,752,819 17,073 1,769,892 72, , ,350 8, ,659 98% Brazil 157, ,000 2,353,254 32,409 2,385, , ,000 1,194,813 8,201 1,203,014 12% Chile 454, ,000 4,021, ,021, , ,500 3,604, ,604,046 21% Colombia 149, ,750 1,478, ,478, , ,000 1,222, ,222,080 41% Costa Rica 88, , , ,200 18, , , ,275 26% Peru 204, ,000 1,138, ,138,000 72, , , ,500 65% Trinidad 46, , , ,500 16, , , ,750 40% Ttl LATIN AMERICA/CARIBB 1,374, ,374,027 12,208,082 81,954 12,290,036 1,045, ,045,509 8,728,104 50,764 8,778,868 4% 11% Total AMERICAS 7,058,891 1,440 7,060,331 57,790, ,529 57,911,341 6,456,512 2,050 6,458,562 52,216,317 97,334 52,313,651 NORTHEAST ASIA 21% China/Hongkong 10,068,551 6,598,142 16,666,693 73,585,157 64,379, ,964,923 4,150,969 1,560,303 5,711,272 61,540,776 52,258, ,799,623 Japan 6,355,179 32,292 6,387,471 44,159, ,489 44,352,310 5,128, ,128,725 40,094, ,291 40,264,996 7% South Korea 4,703, ,703,300 31,588, ,588,445 4,228, ,228,952 29,417, ,417,614-7% Taiwan 863, ,000 6,951, ,633 7,273, ,000 15, ,759 7,525, ,472 7,791,869 16% Ttl NORTHEAST ASIA 21,990,030 6,630,434 28,620, ,284,545 64,894, ,179,433 14,100,646 1,576,062 15,676, ,582,092 52,695, ,277,702 SOUTHEAST ASIA 26% Indonesia 357, , ,199 1,674, ,209 1,906, , ,000 1,512, ,512,081-5% Malaysia 706, ,300 3,483, ,483, , ,800 3,663, ,663,450-22% Philippines 1, , , ,550 70, , , ,817 3% Singapore 427, ,457 2,710,125 61,812 2,771, , ,000 2,670,801 31,054 2,701,855-3% Thailand 316, ,950 2,456, ,456, , ,000 2,539, ,539,385 Vietnam 1,152,000 3,488,644 4,640,644 9,083,903 31,878,471 40,962, , , ,013 3,778,128 33,395,800 37,173,928 8% Ttl SOUTHEAST ASIA 2,993,764 3,720,853 6,714,617 19,721,071 32,172,492 51,893,563 2,057, ,013 2,383,813 14,536,662 33,426,854 47,963,516 SOUTH/CENTRAL ASIA 0% Afghanistan 79, , ,000 25, , % India 309,800 8,628,694 8,938,494 4,616, ,652, ,268, ,939 9,754,534 10,022,473 3,759, ,889, ,648, % Kazakhstan 549,050 61, ,075 5,295, ,108 5,539, , ,000-28% Pakistan 868, ,523 1,066,523 3,928,800 5,068,020 8,996,820 1,619, ,128 2,055,128 6,613,700 5,873,211 12,486,911-62% Tajikistan , , , ,800 2,064, ,064,350 26% Ttl SOUTH/CENTRAL ASIA 1,805,850 8,888,242 10,694,092 15,302, ,990, ,292,768 2,282,739 10,190,662 12,473,401 13,034, ,762, ,796,392 AUSTRALASIA/OCEANIA 30% Australia 331, ,216 2,299, ,299, , ,060 1,761,109 8,672 1,769,781 55% New Zealand 603, ,450 2,658, ,658, , ,100 1,718, ,718,299 43% Ttl AUSTRALASIA/OCEANIA 939, ,985 4,985, ,985, , ,160 3,485,859 8,672 3,494,531 32% 19% Total ASIA-PACIFIC 27,729,629 19,239,529 46,969, ,293, ,057, ,351,517 19,085,345 12,092,737 31,178, ,638, ,893, ,532,141

3 Global 2017/ Current YTD Current YTD Percent vs. Current Month - February, 2018 August 1 through February 28, 2018 Current Month - February, 2017 August 1 through February 28, 2017 Total 2016/17 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 85% 15% 100% 72% 28% 100% 87% 13% 100% 73% 27% 100% WESTERN EUROPE 28% Belgium 2,804, ,804,475 13,721, ,721,075 1,524, ,524,400 10,630,853 58,083 10,688,936 Denmark 526, ,000 5,209, ,209, , ,000 4,746, ,746,108 21% France 2,517,972 44,000 2,561,972 18,851,824 61,010 18,912,834 2,374, ,374,419 15,633,594 16,835 15,650,429 16% Germany 14,763, ,763,010 81,534, ,534,732 10,708, ,708,800 70,162,679 93,794 70,256,473 20% Greece 936,000 13, ,547 6,800,093 54,971 6,855, , , ,050 5,627,564 98,681 5,726,245 31% Ireland , ,000 44, , , ,164 19% Italy 7,575, ,098 7,782,413 42,715,417 1,863,462 44,578,879 4,412, ,698 4,627,438 36,231,967 1,081,378 37,313,345 9% Netherlands 4,679, ,679,700 33,083, ,083,345 3,931, ,931,346 30,235, ,235,847 5% Norway 220, ,000 3,939, ,939,630 88, ,000 3,751, ,751,068 94% Portugal 176, ,000 2,014, ,014,450 88, ,000 1,036, ,036,589 7% Spain 21,296, ,385 21,455, ,636, , ,628,924 17,141, ,159 17,318, ,117,340 1,798, ,915,964 23% Sweden 625, ,600 4,041, ,041, , ,800 3,288, ,288,350-11% Switzerland 465, ,000 2,173, ,173, , ,950 2,432, ,432,450 12% United Kingdom 2,658, ,658,266 22,520,970 30,775 22,551,745 3,321, ,321,888 20,141, ,141,885 13% -9% Ttl WESTERN EUROPE CENTRAL/EASTERN EUROPE Bulgaria 59,331, , , ,755, , ,104,398 1,567,650 3,002, ,107,387 1,567,650 45,429, , , ,629, , ,569,433 1,717,474 3,147, ,716,828 1,717,474 18% Croatia 88, ,000 1,359, ,359,050 88, ,000 1,155, ,155,850 36% Czech Republic 176, ,000 1,318, ,318,900 88, , , , % Estonia 1,188, ,188,000 6,591,200 63,347 6,654, , ,000 3,118, ,118, % Latvia 695, ,000 2,594,950 31,316 2,626,266 36, , , ,250 84% Lithuania 352, ,000 2,639, ,639,000 87, ,950 1,433, ,433,950 27% Poland 256, ,000 2,447, ,447, , ,800 1,920, ,920,200-43% Romania 44, , , ,000 44, , , ,000 71% Russia 473, , , ,100 88, , , , % Ukraine 123, , , ,400 1,058,500 36, , , ,500 57% Ttl CENTRAL/EASTERN EURO 3,748, ,748,000 21,901, ,063 22,118,813 1,716, ,716,750 14,129, ,129,974 27% 15% Total EUROPE 63,079, ,030 63,503, ,006,148 3,220, ,226,200 47,146, ,157 47,346, ,699,407 3,147, ,846,802 MIDDLE EAST Bahrain 300,375 2, , ,389 11, , ,200 1, , ,786 7, ,774 63% Cyprus 164,000 4, , ,000 4, ,000 80, , , ,400 33% Iraq 172, , , , , , , ,000 5% Israel 537, ,750 5,886, ,042 6,035,177 1,215, ,215,000 5,669,750 95,923 5,765,673 3% Jordan 786,450-15, ,475 5,420, ,346 5,813, , ,000 5,122, ,171 5,620,446-23% Kuwait 395, ,500 1,960,225 15,429 1,975, , ,000 2,534,350 33,525 2,567,875 46% Lebanon 928, ,750 4,554,275 3,390 4,557, , ,000 3,128, ,128,400 63% Qatar 319,500 8, ,375 1,083,000 8,875 1,091, , , , ,000-26% Saudi Arabia 2,107,750 25,583 2,133,333 9,745, ,550 10,143,600 2,093, ,288 2,209,738 13,268, ,944 13,643,488 9% Turkey 3,592, ,821 3,814,071 17,718,569 22,025,883 39,744,452 1,680, ,119 1,938,997 15,906,988 20,609,114 36,516,102 12% United Arab Emirates 5,616, ,123 6,484,275 37,252,255 8,244,264 45,496,519 5,045, ,972 5,836,897 34,988,861 5,463,835 40,452,696 7% -58% Ttl MIDDLE EAST NORTH AFRICA Algeria 15,008,477 1,069,400 1,115, ,123,744 1,069,400 85,754,873 1,289,780 31,253, ,008,333 1,289,780 11,944,453 1,364,000 1,167, ,111,607 1,364,000 82,772,354 3,080,000 27,083, ,855,854 3,080,000-24% Egypt 476,000 15, ,400 1,208, ,590 1,309, , ,000 1,614,225 99,934 1,714, % Libya 44, , , ,000 36, , , , % Morocco 348, ,900 1,182, ,182, , , , ,000-30% 12% Ttl NORTH AFRICA SUB-SAHARAN AFRICA South Africa 1,938, ,500 15, ,953, ,500 4,114,635 3,760, , ,248,175 3,760,690 1,648, , ,648, ,800 5,981,675 3,364,091 99, ,081,609 3,364,091 7% Ttl SUB-SAHARAN AFRICA 768, ,500 3,920, ,920, , ,825 3,661, ,661,866 9% 5% Total MIDDLE EAST/AFRICA 17,715,277 1,130,667 18,845,944 93,789,948 31,387, ,176,948 14,305,278 1,167,154 15,472,432 92,415,895 27,183, ,599,329

4 Global 2017/ Current YTD Current YTD Percent vs. Current Month - February, 2018 August 1 through February 28, 2018 Current Month - February, 2017 August 1 through February 28, 2017 Total 2016/17 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 85% 15% 100% 72% 28% 100% 87% 13% 100% 73% 27% 100% 15% TOTAL EXPORTS 29% 6% TOTAL DOMESTIC 100% 12% GRAND TOTAL SHIPMENTS 115,583,742 20,795, ,379, ,880, ,785,408 1,012,666,006 86,993,620 13,462, ,455, ,970, ,321, ,291,923 53,753, ,630,047 51,808, ,624, ,132,511 1,422,296, ,263,849 1,268,916,811

5 Almond Board of California Almond Board Quality Control Receipts Report Industry Summary August 1, 2017 through February 28, 2018 From ABC Form 1 From USDA Inspection Certificates Variety Name Total Receipts Total Receipts Total Inedibles % of Total Receipts % Rejects Aldrich 70,950,198 70,482,501 1,922, % 2.73% Avalon 6,983,160 6,930, , % 5.59% Butte 93,366,999 94,027,533 1,491, % 1.59% Butte/Padre 243,498, ,903,722 3,177, % 1.32% Carmel 132,945, ,739,788 3,273, % 2.50% Carrion 376, ,162 6, % 2.17% Folsom 1,423,401 1,419,532 28, % 1.97% Fritz 107,322, ,661,344 2,853, % 2.70% Hash 8,733,594 3,870, , % 10.03% Hashem 97,050 97,001 1, % 1.64% Independence 56,123,880 56,982,651 1,345, % 2.36% Livingston 5,499,953 5,452, , % 2.83% Marchini 393, ,756 27, % 6.90% Marcona 2,151,318 2,099,702 34, % Merced 17,065 48, % 1.84% Mission 10,871,215 11,089,522 94, % 0.85% Mixed 36,453,582 48,621,065 3,961, % 8.15% Mono 317, ,141 11, % 5.73% Monterey 364,325, ,197,351 10,026, % 2.78% Morley 534, ,581 8, % 1.35% Neplus 765, ,640 37, % 5.14% Nonpareil 917,380, ,654,048 20,801, % 2.28% Padre 33,534,690 33,652, , % 0.66% Peerless 3,997,171 3,966,471 41, % 1.05% Price 20,745,772 19,610, , % 1.97% Ruby 2,331,874 2,300,865 40, % Savana 280, ,739 3, % 2.32% Sonora 31,436,156 30,731,636 1,078, % 3.51% Supareil 4,047,410 4,037,234 95, % 2.36% Thompson 509, ,542 6, % 3.20% Tokyo 380, ,886 5, % 1.49% Winters 9,442,703 9,278, , % 4.14% Wood Colony 82,139,681 81,062,351 1,491, % 1.84% Major Varieties Sub Total 2,249,377,279 2,237,874,262 53,791, % 2.40% Minor Varieties Sub Total 1,075, ,159 20, % 2.13% Grand Total All Varieties 2,250,453,030 2,238,844,421 53,811, % 2.40% This report is subject to futher verification of handler's receipts and futher reconciliation of USDA Incoming Certificates Friday, March 9, 2018

6 Almond Board of California Record Breaking History Million Pounds Domestic 17/18 vs. 16/17 17/18 16/17 15/16 14/15 13/14 12/13 11/12 10/11 9/10 8/9 August 14.4% September -13.3% October 6.3% November 17.0% December 7.7% January 5.0% February 3.7% March April May June July Total 5.67% Export 17/18 vs. 16/17 17/18 16/17 15/16 14/15 August -8.9% September -2.2% October 4.1% November 23.7% December 41.6% January 22.9% February 35.8% March April May June July Total 14.91% 13/14 1, , , , , , , , , /13 11/12 10/11 9/10 8/9 Net 17/18 vs. 16/17 17/18 16/17 15/16 14/15 August -0.9% September -5.4% October 4.6% November 21.8% December 30.9% January 16.7% February 24.9% March April May June July Total 12.09% 13/14 1, , , , , , , , , , /13 11/12 10/11 9/10 8/9