Barley, Sorghum & Canola AGIC Hong Kong 11 th March Strictly - PowerPoint PPT Presentation

Barley, Sorghum & Canola AGIC – Hong Kong 11 th March Strictly Confidential

GrainCorp Australia GrainCorp has grain m erchants all along the East Coast and in South Australia and W estern Australia – The ability to trade barley from all Australian origins. 2

GrainCorp Storage and Logistics • GrainCorp has more than 250 storage sites with a total grain capacity of up to 20 million tonnes, spread across a 2,700kmt footprint 3

GrainCorp Ports GrainCorp owns 7 bulk ports with ~ 16mmt annual elevation capacity. GrainCorp handles more than 90% of East Coast Australia’s bulk exports 4

GrainCorp Globally 5

Global Barley Coverage Global - Sean Barker Global head of Barley. China and Australsia - Harry Notaras Senior Trader for GrainCorp Marketing. Europe, Black Sea and North Africa- Carsten Højland Trading Director for Europe. America’s - W arren Stow Trading Manager – North America. 6

Global Barley Coverage China - Frank Ji Country Head, for Australian agri-commodity exports including malting barley to China. Japan and Australia - Luke O’Connor Barley trader. Middle East, Africa and Japan- Nick Poutney Senior Trader. Global – Tim Dow ling Barley Analyst 7

Australian Barley Production 8

Australian Supply & Dem and 12000 10000 8000 6000 '0 0 0 m t 4000 2000 0 Production Domestic Demand Exports Ending Stocks 9

Australian Barley Flow s Japan China Middle East South Colum bia Africa & Ecuador - Containers - Bulk m alting - Bulk feed - Bulk food -

Australian Barley variety trends New South W ales 2 0 0 8 – 2 0 1 4 100% Feed Schooner 80% [ SERIES NAME] Grimmett 60% Gairdner 40% Commander 20% Buloke Baudin 0% 2 0 0 8 2 0 0 9 2 0 1 0 2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4 11

Australian Barley variety trends Victoria 2 0 0 8 – 2 0 1 4 100% Other Sloop 80% Schooner Scope Hindmarsh 60% 40% Gairdner 20% Commander Buloke Baudin 0% 2 0 0 8 2 0 0 9 2 0 1 0 2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4 12

Australian Sorghum Production Regions Central Queensland ( CQ) • 300 – 500kmt Production • 100kmt domestic demand Southern Queensland ( SQ) • 700k-1.5mmt Production • 400k-1mmt domestic demand Northern NSW ( NNSW ) • 300-700kmt production • 200-500kmt domestic demand 13

Australian Sorghum Supply & Dem and 4000 3500 3000 2500 '000mt 2000 1500 1000 500 0 Production Domestic Demand Exports 14

Australian Sorghum Exports 1200 1000 800 '0 0 0 m t 600 400 200 0 China Japan EU28 Mexico Sudan Other 15

Australian Sorghum Exports Japan China New Zealand Bulk Containers 16

Australian Canola Production 17

Australian Canola Supply & Dem and Australian Canola Fundamentals ('000MT) 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 Production Consumption Exports 18

Australian Canola Flow s Europe Japan Sub Persian Continent China Gulg - Containers - Bulk

GrainCorp China Office • We are based in Shanghai and have expanded from a Rep- Office in 1993 to a company from 1996 in the fat & oil and grains. We will continue serving our customers in China in the grain supplies. • Our email: fji@graincorp.com.au • My colleague: KC Lim is based in HK, also here today. • We look forward to meeting with you. • Thank you 20