Рапс и соя-2020/21: лидеры по марже? Возможное сокращение валовых сборов и интересная мировая конъюнктура обещают аграриям высокий доход
Объем производства сои в этом году может опуститься из-за уменьшения посевных площадей и погодного фактора, что при стабильно растущем спросе уже привело к росту ее стоимости. Урожай рапса, вероятно, увеличится, но снижение мирового валового сбора также будет поддерживать неплохие цены на него. Если прогнозы экспертов оправдаются, то эти масличные культуры вновь подтвердят звание одних из самых рентабельных
Специалисты Экспертно-аналитического центра агробизнеса "АБ-Центр" www.ab-centre.ru подготовили очередное маркетинговое исследование: Обзор российского рынка соевых бобов. Ниже представлены некоторые выдержки из работы.
Объемность отечественного рынка сои показывает устойчивую тенденцию увеличения
Котировки сои и продуктов ее переработки в первой половине июля закрепили июньское повышение новым ростом.
In January-may this year, Russia imported 412,6 thousand tons of palm oil worth $315,6 million, which is 0.7% higher than the same period a year earlier, in quantitative terms and by 22.9% in value terms. Such data July 7 announced Federal customs service of Russia.
Over the last 10 years the average annual growth of cultivated area of soybean in Russia reached 13.4%
Soy continues to win the interest of Russian producers. In the 2019/20 season, the harvest of soybeans has updated max (4.36 million tons) is not only due to the expansion of cultivated areas (3 million hectares), but also due to a record yield), according to analysts at UkrAgroConsult.
In connection with the coronavirus pandemic in April, the Eurasian economic Commission eliminated legumes from the export list.
Import of GM soy and soybean meal calls into question the investment projects on processing of oil in Russia
"We think it (the decision) was not clear to participants in the feed market. If you follow the logic that these volumes of soybeans and soybean meal needed to meet the needs of breeders, it can be easier: either to restrict exports or to adjust export increase export duties" - this position was voiced in an interview with "Cupid" TV Executive Director NKS Sergey Mikhnyuk.
The simplification of the conditions of importation will reduce the price of the meal in Russia is about 20%, which reduces the profitability of processing
Soy EN Argenta included in the state register of selection achievements, admitted to use. After the winter wheat variety tsefey EkoNiva registers soybean varieties under the beautiful name of Argenta, which translated from Latin means silver.
According to operational data of the agricultural administrative bodies of constituent entities of the Russian Federation, as of 8 April 2020 in the whole country of 18.3 million hectares are fed up 13 million hectares or 71% of the sowing areas of winter crops (in 2019 8.8 million hectares).
By the end of 2019 Russian farmers produced more than 4.3 million tons of soybeans, and this new record clearly demonstrates: soybean demand and gives farmers the opportunity to earn. Despite the lower prices, it remains sufficiently profitable culture. The development of soybean production became a national priority in the culture saw the export potential.
The Ministry of agriculture will allocate 4 billion rubles of state subsidies for soybeans and canola
To stimulate the increased production of soybeans and rapeseed the Ministry of agriculture will receive 4 billion across all regions, reported to journalists the Deputy Minister of agriculture Yelena fastova.
According to the FCS, from September to December 2019. Russian exporters have supplied to foreign markets 195 thousand tons of soybean oil, which is 18% higher than the same period last season. The growth in exports was mainly due to China. The Agency said Grain Online.
According to the Federal center for grain quality, the grain in the current season (July 1 to December 10, 2019) Russia exported 506 thousand tons of soybeans, which is 61% higher than the same period of the 2018/19 season.
Import duties of 30% on U.S. soybeans may have to soon pay to China, according to Bloomberg on December 3.
The group of companies "Agroterra" has completed production season 2018-2019 biennium in all regions. The basic culture of the company gave a yield higher than planned, despite the invasion of pests in canola and soybeans, the drought and summer frosts in the Penza region, hurricanes and hail in Kursk, Lipetsk and Tula regions, as well as long rains in all regions of presence in the harvest.
According to operational data of the agricultural administrative bodies of constituent entities of the Russian Federation as of November 18, 2019 in whole country grains and legumes threshed from the area of 45 million hectares or 96.3% of to cultivated area (in 2018 44.4 million ha), and produced 125.2 million tons of grain (in 2018 – 115,6 million tons) with a yield of 27.8 C/ha (in 2018 26 t/ha).
According to operational data of the agricultural administrative bodies of constituent entities of the Russian Federation as of October 30, 2019 in the whole country grains and legumes threshed from the area of 44.6 million hectares, or 95.3 per cent to the cultivated area (in 2018 of 43.9 million ha), and produced 122,1 million tons of grain (in 2018 113.7 million tons) with a yield of 27.4 C/ha (2018 – 25.9 kg/ha).