GSA Annual Report/Jaarverslag 2014 - page 34-35

Industry Services
Bedryfsdienste
32
33
Graph 2: The JSE overall share index and Rand/$ exchange rate
Grafiek 2: Die JSE algehele indeks en die Rand/$-wisselkoers
Graph 4: The price of sunflower delivered in Randfontein
Grafiek 4: Die prys van sonneblom gelewer in Randfontein
630
610
590
570
550
530
510
490
470
450
430
410
390
370
360
350
340
330
320
310
300
290
280
270
260
250
8 100
7 700
7 300
6 900
6 500
6 100
5 700
5 300
4 900
4 500
4 100
3 700
3 300
53 000
51 000
49 000
47 000
45 000
43 000
41 000
39 000
37 000
120
115
110
105
100
95
90
85
80
320
310
300
290
280
270
260
250
240
230
220
210
200
190
180
170
11,4
11,2
11,0
10,8
10,6
10,4
10,2
10,0
9,8
9,6
9,4
9,2
8,0
8,8
8,6
8,4
8,2
8,0
$/ton (Soybeans/
Sojabone)
$/ton (wheat price/
koringprys)
R/ton
JSE index/
indeks
$ per barrel/
$ per vat
$/ton (maize price/
mielieprys
)
Rand/$
Graph 1: The F.O.B. price of USA soybeans and the crude-oil price
Grafiek 1: Die V.A.B.-prys van VSA sojabone en die ruolieprys
02/01/2013
16/01/2013
30/01/2013
13/02/2013
27/02/2013
13/03/2013
27/03/2013
10/04/2013
24/04/2013
08/05/2013
22/05/2013
05/06/2013
19/06/2013
03/07/2013
17/07/2013
31/07/2013
14/08/2013
28/08/2013
11/09/2013
25/09/2013
09/10/2013
23/10/2013
06/11/2013
20/11/2013
04/12/2013
19/12/2013
03/01/2014
17/01/2014
31/01/2014
14/02/2014
28/02/2014
14/03/2014
28/03/2014
11/04/2014
25/04/2014
09/05/2014
23/05/2014
06/06/2014
20/06/2014
04/07/2014
18/07/2014
01/08/2014
15/08/2014
29/08/2014
12/09/2014
26/09/2014
10/10/2014
02/01/2013
16/01/2013
30/01/2013
13/02/2013
27/02/2013
13/03/2013
27/03/2013
10/04/2013
24/04/2013
08/05/2013
22/05/2013
05/06/2013
19/06/2013
03/07/2013
17/07/2013
31/07/2013
14/08/2013
28/08/2013
11/09/2013
25/09/2013
09/10/2013
23/10/2013
06/11/2013
20/11/2013
04/12/2013
19/12/2013
03/01/2014
17/01/2014
31/01/2014
14/02/2014
28/02/2014
14/03/2014
28/03/2014
11/04/2014
25/04/2014
09/05/2014
23/05/2014
06/06/2014
20/06/2014
04/07/2014
18/07/2014
01/08/2014
15/08/2014
29/08/2014
12/09/2014
26/09/2014
10/10/2014
02/01/2013
16/01/2013
30/01/2013
13/02/2013
27/02/2013
13/03/2013
27/03/2013
10/04/2013
24/04/2013
08/05/2013
22/05/2013
05/06/2013
19/06/2013
03/07/2013
17/07/2013
31/07/2013
14/08/2013
28/08/2013
11/09/2013
25/09/2013
09/10/2013
23/10/2013
06/11/2013
20/11/2013
04/12/2013
19/12/2013
03/01/2014
17/01/2014
31/01/2014
14/02/2014
28/02/2014
14/03/2014
28/03/2014
11/04/2014
25/04/2014
09/05/2014
23/05/2014
06/06/2014
20/06/2014
04/07/2014
18/07/2014
01/08/2014
15/08/2014
29/08/2014
12/09/2014
26/09/2014
10/10/2014
02/01/2013
16/01/2013
30/01/2013
13/02/2013
27/02/2013
13/03/2013
27/03/2013
10/04/2013
24/04/2013
08/05/2013
22/05/2013
05/06/2013
19/06/2013
03/07/2013
17/07/2013
31/07/2013
14/08/2013
28/08/2013
11/09/2013
25/09/2013
09/10/2013
23/10/2013
06/11/2013
20/11/2013
04/12/2013
19/12/2013
03/01/2014
17/01/2014
31/01/2014
14/02/2014
28/02/2014
14/03/2014
28/03/2014
11/04/2014
25/04/2014
09/05/2014
23/05/2014
06/06/2014
20/06/2014
04/07/2014
18/07/2014
01/08/2014
15/08/2014
29/08/2014
12/09/2014
26/09/2014
10/10/2014
USA soy
VSA soja
USA HRW wheat
VSA HRW-koring
Safex sunflower
Safex-sonneblom
JSE index
JSE-indeks
Crude oil
Ruolie
USA maize
VSA-mielies
EU import parity
EU invoerpariteit
EU export parity
EU uitvoerpariteit
R/$
Graph 3: The F.O.B. price of USA maize and wheat
Grafiek 3: Die V.A.B.-prys van VSA-mielies en -koring
Markoorsig (vervolg)
Market overview (continued)
Market overview for grain and oilseeds
Markoorsig vir graan en oliesade
Sedert Oktober ‘n jaar gelede het die internasionale prys van
sonneblomsaad uit die Europese Unie sowel as Suid-Afrikaanse
sonneblompryse gedaal. Wêreldwye sonneblompryse kan
herstel as gevolg van ‘n verwagtedaling in sonneblomproduksie
in die Swartsee-streek.
Die oordragvoorradesyfer vir grondbone het tot 15 100 ton
gestyg. Die 2014/2015-produksie word op 78 090 ton geskat.
Grondbooninvoere kan tot 8 000 ton daal, terwyl uitvoere tot
20 000 ton kan toeneem, vergeleke met 10 400 ton in die vorige
bemarkingsjaar.
Die kommersiële lewering van kanola sal na verwagting in
2014/2015 met 31% styg teenoor die vorige bemarkingsjaar.
Die oordragvoorradesyfer vir 2014/2015 kan tot 66 000 ton
toeneem indien kommersiële vraag min of meer op die vlak
van 108 000 ton bly.
Wintergraan
Koring het in die tweede week van Oktober 2014 teen
R3 598/ton verhandel, slegs 4% hoër as ‘n jaar gelede.
Koringpryse het momentum gekry weens ‘n toename in vraag,
kommer oor gehalte in die Europese Unie én ongunstige
weerstoestande in Australië en Kanada.
Om in die plaaslike koringvraag van 3 150 000 ton te voorsien,
moet Suid-Afrika dalk bykans 1,7 miljoen ton koring in die
2014/2015-bemarkingsjaar invoer.
Die prys van moutgars word deur ‘n enkele garskoper bepaal,
en dit word aan die Safex-koringprys gekoppel. Die vraag na
moutgars mik na 345 000 ton. Weens ‘n onverwagte herstel
in produksie kan Suid-Afrika dalk in 2014/2015 minder mout-
gars invoer.
Uitvoerbevordering
Ontwikkeling van nuwe markte
Graan SA het die Midde-Ooste geïdentifiseer as 'n moontlike
mark vir kommoditeitsuitvoere. Die streek sluit lande soos
Saoedi-Arabië en Iran in. Graan SA het Teheran aan die
einde van November 2014 besoek en die moontlikhede van
kommoditeitsuitvoere met Iranse rolspelers bespreek.
Graan SA het ook Aldahra in die Verenigde Arabiese Emirate
besoek. Danksy samewerking met die DLBV en SACOTA is
51 000 ton mielies na Saoedi-Arabië uitgevoer.
Prospektus oor die Suid-Afrikaanse mieliebedryf
Graan SA werk saam met waardekettingvennote aan ‘n
prospektus oor die Suid-Afrikaanse mieliebedryf om uitvoere
te bevorder.
Invoervervanging en bedryfsontwikkeling
Biobrandstofregulasies vir sorghum, kanola,
sojaboon en sonneblom
Die Departement van Energie (DVE) het 'n biobrandstofimple-
menteringskomitee gevestig. Op versoek van Graan SA is ‘n
subkomitee vir grondstofkwessies aangestel. Graan SA is voorsitter
van hierdie komitee. Belangrike insette is by die DLBV en die DVE
ingedien vir haalbare regulasies.
Since October a year ago the international price of sunflower
seed from the European Union as well as those in South Africa
have decreased. Global sunflower seed prices may recover
due to an expected decline in sunflower seed production in
the Black Sea region.
The carry-out figure for groundnuts increased to 15 100 tons.
The 2014/2015 production is estimated at 78 090 tons. Ground-
nut imports may decrease to 8 000 tons, while exports may
increase to 20 000 tons, compared to 10 400 tons in the previous
marketing year.
The commercial delivery of canola is expected to increase
by 31% in 2014/2015, compared to the previous marketing
year. The carry-out figure for 2014/2015 may increase to
66 000 tons if commercial demand remains around the level of
108 000 tons.
Winter grain
Wheat traded at R3 598/ton during the second week of
October 2014, which was only 4% higher than a year ago. Wheat
prices gained somemomentumowing to an increase in demand,
quality concerns in the European Union, as well as unfavourable
weather conditions in Australia and Canada.
To meet the local wheat demand of 3 150 000 tons, South
Africa may need to import almost 1,7 million tons of wheat in
the 2014/2015 marketing year.
The price of malting barley is determined by a single barley
buyer and is linked to the Safex wheat price. The demand for
malting barley is targeted at 345 000 tons. Due to an expected
recovery in production, South Africa may import less malting
barley in 2014/2015.
Export promotion
Development of new markets
Grain SA identified the Middle East as a possible market for
commodity exports. The region includes countries like Saudi
Arabia and Iran. Grain SA visited Teheran at the end of
November 2014 and discussed the possibilities of commodity
exports with Iranian role players.
Grain SA also visited Aldahra in the United Arab Emirates.
Thanks to collaboration with the DAFF and SACOTA, 51 000 tons
of maize were exported to Saudi Arabia.
Prospectus on the South African maize industry
Grain SA is collaborating with value chain partners on a
prospectus on the South African maize industry in order to
promote exports.
Import replacement and industry development
Biofuel regulations for sorghum, canola,
soybean and sunflower
The Department of Energy (DOE) established a biofuels imple-
mentation committee. At the request of Grain SA a sub-
committee on feedstock issues was established. Grain SA chairs
this committee. Important inputs were submitted to DAFF and
the DOE to ensure feasible regulations.
1...,14-15,16-17,18-19,20-21,22-23,24-25,26-27,28-29,30-31,32-33 36-37,38-39,40-41,42-43,44-45,46-47,48-49,50-51,52-53,54-55,...96
Powered by FlippingBook