DECEMBER Almond Industry Position Report Crop Year /01-12/31 Kernel Wt /01-12/31 Kernel Wt.

Transcription

1 Almond Industry Position Report DECEMBER Crop Year Salable Forecast Million Lbs /01-12/31 Kernel Wt /01-12/31 Kernel Wt. % Change 1. Carryin August 1, ,012, ,677, % 2. Crop Receipts to Date 2, ,202,169,181 2,207,729, % 3. [2% Loss and Exempt] (49.0) (44,043,384) (44,154,588) 4. New Crop Marketable (2-3) 2, ,158,125,797 2,163,574, % 5. [Reserve] n/a Total Supply (1+4-5) 2, ,517,138,648 2,562,251, % Shipments by Handlers 7. Domestic ,911, ,693, % 8. Export 1, ,510, ,967, % 9. Total Shipments 2, ,007,421,939 1,038,660, % 10. Forecasted Carryout Computed Inventory (6-9) 1,509,716,709 1,523,591, % Commitments (sold, not delivered)** 12. Domestic 13. Export 14. Total Committed Shipments 261,282, ,385, ,667, ,772, ,746, ,519, % % -8.50% 15. Uncommitted Inventory (11-14) 941,048, ,072, % **Handlers reporting commitments represent 97% of the 2017/2018 crop MONTHLY REPORT OF SALABLE HANDLER SHIPMENTS Crop Year Crop Year 12/01-12/31 08/01-12/31 12/01-12/31 08/01-12/31 DOMESTIC Shelled 32,944, ,995,761 31,655, ,692,201 Manufactured 22,527, ,849,851 21,951, ,020,669 Products 326,525 2,108, ,105 2,878,100 Inshell 256,369 2,045, ,637 3,560,721 (Interhandler Transfers) (1,280,842) (13,152,782) (916,519) (6,277,838) (Industry Purchases) (1,394,575) (8,935,288) (943,281) (10,180,652) Total: 53,378, ,911,421 30% 52,973, ,693,201 28% EXPORT Shelled 105,725, ,406,740 98,532, ,757,404 Manufactured 12,176,251 60,264,865 12,193,430 62,539,211 Products 135, , , ,502 Inshell 28,186, ,983,705 40,660, ,137,984 Total: 146,223, ,510,518 70% 151,590, ,967,101 72% NET SHIPMENTS 199,602,747 1,007,421, % 204,564,007 1,038,660, % EXEMPT/INEDIBLE SHIPMENTS 176,326 6,707,771 2,326,548 4,317,952 Source: ABC Form 25 January 11, 2019

2 Global 2018/ Current YTD Current YTD Percent vs. Current Month - December, 2018 August 1 through December 31, 2018 Current Month - December, 2017 August 1 through December 31, 2017 Destination > 250,000 LBS. Current YTD are reported Total 2017/18 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 81% 19% 100% 70% 30% 100% 73% 27% 100% 67% 33% 100% NORTH AMERICA 11% Canada 4,602,690 10,500 4,613,190 26,173,907 24,836 26,198,743 4,431,574 6,335 4,437,909 23,665,581 37,135 23,702,716 6% Mexico 1,821, ,821,621 10,726, ,726,709 1,986, ,986,280 10,164, ,164,330 9% -56% Ttl NORTH AMERICA LATIN AMERICA/CARIBBEAN Brazil 6,430, ,038 10, ,441, ,038 36,909, ,564 24, ,934, ,564 6,468, ,791 6, ,474, ,791 33,886,871 1,932,254 37,135 32,409 33,924,006 1,964,663 3% Chile 495, ,591 2,579,100 16,290 2,595, , ,000 2,510, ,510,850 13% Colombia 236, ,000 1,305, ,305, , ,500 1,155, ,155,690 15% Costa Rica , , , ,200-42% Peru 124, , , , , , , ,500 63% Trinidad 34, , , ,000 20, , , ,500-25% Ttl LATIN AMERICA/CARIBB 1,195, ,195,114 6,465,146 76,457 6,541,603 1,946, ,946,765 8,664,029 81,954 8,745,983 4% 2% Total AMERICAS 7,625,905 10,500 7,636,405 43,374, ,293 43,475,735 8,415,099 6,335 8,421,434 42,550, ,089 42,669,989-14% NORTHEAST ASIA China/HongKong 8,190,312 4,038,713 12,229,025 47,189,734 49,946,044 97,135,778 8,832,936 11,612,012 20,444,948 56,828,632 55,504, ,333,598-3% Japan 5,720, ,720,854 29,054, ,455 29,165,350 7,054,616 46,937 7,101,553 29,858, ,765 30,017,978 4% South Korea 5,518, ,518,770 22,891, ,891,042 6,253, ,253,750 21,947, ,947,788-15% Taiwan 1,481, ,481,631 4,071, ,022 4,463,581 1,581, ,581,903 4,954, ,633 5,276,755-9% 87% Ttl NORTHEAST ASIA SOUTHEAST ASIA Indonesia 20,911, ,750 4,038, ,950, , ,207,230 1,923,416 50,448, ,655,751 1,923,416 23,723, ,351 11,658, ,382, , ,588,755 1,030,401 55,987, ,576,119 1,030,401 52% Malaysia 514, ,250 3,603, ,603, , ,200 2,369, ,369,470 11% Philippines 37, , , ,429 61, , , ,401-9% Singapore 551, ,500 1,817, ,817, ,443-45, ,443 1,943,628 61,812 2,005,440 60% Thailand 548, ,000 2,584, ,204 2,910, , ,000 1,821, ,821,800 14% Vietnam 1,914, ,165 2,255,430 15,231,376 23,066,055 38,297,431 1,865,178 5,056,634 6,921,812 6,821,303 26,847,726 33,669,029 19% 312% Ttl SOUTHEAST ASIA SOUTH/CENTRAL ASIA Afghanistan 4,025, , , ,635 4,367, ,135 25,470, ,500 23,392, ,931 48,862,689 1,179,431 3,419,172 88,000 5,011,634 25,538 8,430, ,538 14,237, ,000 26,909,538 25,538 41,146, ,538-7% India 213,000 19,685,362 19,898,362 2,813, ,488, ,301, ,100 19,623,606 19,992,706 3,237, ,182, ,419,836-25% Kazakhstan 352, ,000 2,462, ,331 2,617, , ,150 3,383, ,083 3,503, % Nepal 124, , , , , ,000-6% Pakistan 1,711, ,342 2,204,042 3,653,000 2,552,039 6,205, , ,321 1,345,621 2,440,800 4,130,203 6,571,003-7% 41% Ttl SOUTH/CENTRAL ASIA AUSTRALASIA/OCEANIA Australia 2,581, ,632 20,373, ,954, ,632 9,905,561 2,014, ,758, , ,664,113 2,139,147 1,641, ,436 20,601, ,243, ,436 10,268,771 1,512, ,458, ,726,930 1,512,100-25% New Zealand 338, ,600 1,214, ,214, , ,050 1,623, ,623,315 7% Ttl AUSTRALASIA/OCEANIA 798, ,838 3,241, ,660 3,366, , ,996 3,157, ,157,620 34% -5% Total ASIA-PACIFIC 28,317,480 24,753,217 53,070, ,825, ,723, ,549,161 29,478,923 37,272,048 66,750, ,252, ,355, ,607,319

3 Global 2018/ Current YTD Current YTD Percent vs. Current Month - December, 2018 August 1 through December 31, 2018 Current Month - December, 2017 August 1 through December 31, 2017 Total 2017/18 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 81% 19% 100% 70% 30% 100% 73% 27% 100% 67% 33% 100% WESTERN EUROPE 22% Belgium 2,480, ,480,652 9,197, ,197,422 2,333, ,333,300 7,548, ,548,700-8% Denmark 660, ,250 3,430, ,430, , ,450 3,715, ,715,350 0% France 4,216, ,216,350 12,301,520 17,474 12,318,994 4,477, ,477,348 12,338,016 17,010 12,355,026-19% Germany 8,299, ,299,680 42,735,972 67,597 42,803,569 10,957, ,957,165 53,088, ,088,107-6% Greece 1,148, ,148,000 4,570, ,615 4,681,255 1,346, ,346,000 4,936,643 41,424 4,978,067-12% Italy 5,215, ,835 5,468,835 25,162, ,236 25,894,752 7,203, ,350 7,500,240 28,001,500 1,348,376 29,349,876 24% Netherlands 8,953, ,953,234 29,057, ,057,176 5,914, ,914,625 23,439, ,439,556-21% Norway 264, ,000 2,567, ,567, , ,000 3,264, ,264,630-7% Portugal 352, ,000 1,355, ,355, , ,400 1,451, ,451,450-5% Spain 16,889, ,130 17,192,046 74,745, ,410 75,544,842 18,877, ,394 19,260,584 78,582, ,786 79,385,071 2% Sweden 264, ,000 2,376, ,376, , ,800 2,327, ,327,550 31% Switzerland 589, ,275 1,841, ,841, , ,000 1,408, ,408,500-22% United Kingdom 2,846, ,846,515 12,806, ,806,584 3,902, ,902,504 16,446,076 30,775 16,476,851-6% -8% Ttl WESTERN EUROPE CENTRAL/EASTERN EUROPE Bulgaria 52,178, , , ,734, , ,614,161 1,040,000 1,727, ,341,493 1,040,000 57,095, , , ,775, , ,297,763 1,128,000 2,240, ,538,134 1,128,000 15% Croatia 132, ,000 1,319, ,319, , ,400 1,147, ,147,050-5% Czech Republic 176, , , , , , , ,900-33% Estonia 704, ,000 3,028,480 22,500 3,050, , ,200 4,479,200 63,347 4,542,547 0% Georgia 168, , , , % Latvia 432, , , , , ,950 1,642,950 31,316 1,674,266 24% Lithuania 484, ,000 2,241, ,241, , ,900 1,803, ,803,000 3% Poland 504, ,040 1,991, ,991, , ,400 1,941, ,941,400-1% Romania 44, , , ,000 44, , , ,000 58% Ukraine 300, ,000 1,163, ,163,800 78, , , , ,900-7% Ttl CENTRAL/EASTERN EURO 3,296, ,296,040 14,326,170 22,500 14,348,670 3,126, ,126,350 15,267, ,063 15,484,413 24% -6% Total EUROPE 55,474, ,965 56,030, ,940,331 1,749, ,690,163 60,222, ,744 60,901, ,565,113 2,457, ,022, % MIDDLE EAST Bahrain 156,750 2, , ,000 10, ,651 71,014 3,515 74, ,014 8, ,855 3% Cyprus , , , , , ,000 22% Israel 1,654, ,778 1,818,278 4,532, ,842 5,452,542 1,272, ,272,000 4,358,335 95,859 4,454,194 4% Jordan 1,662,500 78,480 1,740,980 4,175, ,330 4,349,330 1,076, ,531 1,199,156 3,832, ,396 4,192,921 29% Kuwait 423, ,000 1,431, ,431, , ,100 1,092,225 15,429 1,107,654-9% Lebanon 909, ,750 3,054, ,054, , ,750 3,361,525 3,390 3,364,915 71% Qatar 616, ,000 1,308, ,308, , , , ,500 53% Saudi Arabia 3,317,050 62,932 3,379,982 8,721, ,700 8,971,250 1,315,900 50,860 1,366,760 5,659, ,863 5,882,663-51% Turkey 2,908,800 1,188,880 4,097,680 8,666,800 6,495,298 15,162,098 2,569,700 2,043,024 4,612,724 10,292,244 20,738,591 31,030,835 6% United Arab Emirates 12,452,500 1,265,298 13,717,798 31,247,250 4,403,876 35,651,126 4,451, ,813 4,916,769 26,962,453 6,743,031 33,705,484-10% 647,532% Ttl MIDDLE EAST NORTH AFRICA Algeria 24,188, ,000 2,762, ,950, ,000 64,478,917 2,461,000 12,253, ,732,614 2,461,000 11,785, ,684, ,469, ,458, ,188, ,647, % Egypt 248, , ,734 1,161, ,891 1,315, ,000 18, , ,000 18, ,000 20% Libya 88, , , ,000 80, , , , % Morocco 924, ,000 1,804, ,804, , , % -25% Ttl NORTH AFRICA SUB-SAHARAN AFRICA South Africa 1,920, , , ,024, ,375 5,866,000 1,907, , ,020,891 1,907, , ,900 18, , ,900 1,342,385 2,544,090 18, ,360,385 2,544,090-23% Ttl SUB-SAHARAN AFRICA 510, ,375 2,041, ,041, , ,900 2,659, ,659,840 8% -5% Total MIDDLE EAST/AFRICA 26,619,225 2,866,765 29,485,990 72,386,871 12,408,588 84,795,459 12,813,945 2,702,743 15,516,688 61,460,846 28,206,400 89,667,246

4 Global 2018/ Current YTD Current YTD Percent vs. Current Month - December, 2018 August 1 through December 31, 2018 Current Month - December, 2017 August 1 through December 31, 2017 Total 2017/18 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 81% 19% 100% 70% 30% 100% 73% 27% 100% 67% 33% 100% -5% TOTAL EXPORTS 30% 2% TOTAL DOMESTIC 100% -3% GRAND TOTAL SHIPMENTS 118,037,522 28,186, ,223, ,526, ,983, ,510, ,929,989 40,660, ,590, ,829, ,137, ,967,101 53,378, ,911,421 52,973, ,693, ,602,747 1,007,421, ,564,007 1,038,660,302

5 Almond Board of California Almond Board Quality Control Receipts Report Industry Summary August 1, 2018 through December 31, 2018 From ABC Form 1 From USDA Inspection Certificates Variety Name Total Receipts Total Receipts Total Inedibles % of Total Receipts % Rejects Aldrich 85,447,344 84,901,821 1,770, % 2.09% Avalon 7,775,226 7,750, , % 3.40% Butte 81,681,430 82,455,930 1,146, % 1.39% Butte/Padre 203,178, ,040,133 2,162, % 1.07% Carmel 126,550, ,542,667 1,428, % 1.15% Carrion 224, ,519 3, % 1.34% Folsom 975, ,644 25, % 2.57% Fritz 113,363, ,067,207 1,533, % 1.37% Independence 105,322, ,739,730 1,771, % 1.69% Livingston 4,128,687 4,159,718 80, % 1.93% Marcona 835, ,467 10, % 1.39% Merced 34, ,524 4, % 2.85% Mission 7,887,714 8,231,363 77, % 0.94% Mixed 37,674,654 49,610,889 2,725, % 5.49% Mono 230, ,986 3, % 1.51% Monterey 388,300, ,309,470 5,774, % 1.49% Morley 646, ,933 9, % 1.43% Neplus 465, ,804 8, % 1.96% Nonpareil 863,414, ,368,395 16,334, % 1.89% Padre 28,502,732 28,275, , % 0.47% Peerless 2,361,485 2,341,701 14, % 0.60% Price 27,236,847 26,479, , % 0.89% Ruby 2,626,395 2,608,152 56, % 2.17% Savana 283, ,275 6, % 2.89% Sonora 24,330,839 24,092, , % 2.46% Supareil 5,704,802 5,690, , % 2.15% Thompson 205, ,535 4, % 1.87% Tokyo 380, ,556 3, % 0.92% Winters 5,226,691 5,191, , % 2.47% Wood Colony 69,991,948 69,932,703 1,040, % 1.49% Major Varieties Sub Total 2,194,988,995 2,203,034,633 37,469, % 1.70% Minor Varieties Sub Total 7,180,186 3,616,396 63, % 1.77% Grand Total All Varieties 2,202,169,181 2,206,651,029 37,533, % 1.70% This report is subject to futher verification of handler's receipts and futher reconciliation of USDA Incoming Certificates Friday, January 11, 2019

6 Almond Board of California Record Breaking History Million Pounds Domestic 18/19 vs. 17/18 18/19 17/18 16/17 15/16 14/15 13/14 12/13 11/12 10/11 9/10 August -0.3% September -0.7% October 6.7% November 5.1% December 0.8% January February March April May June July Total 2.44% Export 18/19 vs. 17/18 18/19 17/18 16/17 15/16 August -14.0% September -15.2% October -2.0% November 3.6% December -3.5% January February March April May June July Total -5.18% 14/ , , , , , , , , , /14 12/13 11/12 10/11 9/10 Net 18/19 vs. 17/18 18/19 17/18 16/17 15/16 August -8.5% September -11.4% October 0.3% November 4.0% December -2.4% January February March April May June July Total -3.01% 14/15 1, , , , , , , , , , /14 12/13 11/12 10/11 9/10

7 Almond Board of California Period: August 1, 2018 through December 31, 2018 ALMOND RECIEPTS BY COUNTY / BY VARIETY 2018/2019 CROP YEAR Total Kernel Weight Lbs., By Variety ALL OTHERS COUNTIES % CROP Nonpareil Monterey Butte/Padre Carmel Butte Fritz All Others All Varieties HUMBOLDT 0.00% 26, ,934 IMPERIAL 0.00% 31, ,415 INYO 0.00% 13, ,218 LAKE 0.00% 0 2, , ,060 32,204 MENDOCINO 0.01% 80,502 50, , , ,555 MODOC 0.00% 7, , ,972 25,554 NAPA 0.01% 188, ,037 ORANGE 0.03% 314,110 98, ,451 8,252 67,213 30, ,501 PLUMAS 0.00% 6, , ,504 RIVERSIDE 0.00% 57, ,296 SAN BENITO 0.00% 61, , ,347 SAN FRANCISCO 0.00% 5, ,916 SAN MATEO 0.00% , ,763 SHASTA 0.00% 13, ,185 28, ,389 93,920 SISKIYOU 0.00% ,468 61,468 SONOMA 0.00% 0 32, ,537 32,477 32, ,728 TRINITY 0.00% 2, ,322 ALL OTHERS Totals 0.07% 809, , ,207 51, , ,432 1,445,682 COASTAL ALAMEDA 0.02% 92, , , ,379 CONTRA COSTA 0.00% 4, ,057 14,199 DEL NORTE 0.00% 13, , ,326 LOS ANGELES 0.00% ,806 91,806 MONTEREY 0.00% 0 90, ,944 SAN LUIS OBISPO 0.00% 11, ,563 COASTAL Totals 0.03% 121,205 90, ,539 5, , ,217 NORTH VALLEY BUTTE 2.57% 26,740,730 3,329,551 2,041,618 4,301,313 3,047, ,456 16,572,808 56,659,378 COLUSA 4.54% 46,762,141 13,679,898 1,158,572 8,109,059 9,921,614 6,147,159 14,293, ,072,110 EL DORADO 0.00% 51, ,316 GLENN 3.10% 35,046,506 4,449,202 2,199,339 6,612,080 5,890, ,702 13,293,417 68,389,080 PLACER 0.00% ,602 6,602 SACRAMENTO 0.03% 330, , , ,741 SOLANO 0.51% 4,201,864 1,042, , ,587 1,117, ,122,624 11,145,882 SUTTER 0.41% 3,185,453 1,198, , , ,008 24,929 2,860,260 9,042,715 TEHAMA 0.71% 7,835, ,076 1,003,596 1,723,005 1,365, ,816,777 15,597,246 YOLO 1.73% 16,754,267 6,383,760 1,709,494 2,208,273 2,605, ,648 7,879,301 38,254,470 YUBA 0.06% 514,145 89, ,679 7,574 25, ,708 1,342,253 NORTH VALLEY Totals 13.65% 141,422,141 31,025,785 8,896,765 24,142,851 24,571,658 8,434,001 62,799, ,292,793 SOUTH VALLEY CALAVERAS 0.01% 102, , , , ,199 FRESNO 20.44% 164,348, ,792,738 46,842,236 10,020,625 20,130,234 18,459,809 89,371, ,966,535 KERN 17.57% 141,695, ,077,714 42,543,679 8,526,586 13,338,079 35,946,863 42,475, ,604,651 KINGS 2.17% 15,607,834 11,541,753 7,795, , ,629 2,237,661 9,134,042 47,774,348 MADERA 11.45% 101,974,158 56,378,311 28,063,436 11,158,398 3,803,984 11,028,526 40,195, ,602,191 MERCED 10.31% 89,967,294 29,984,262 19,652,932 17,300,546 7,504,927 10,541,052 52,558, ,509,953 SAN JOAQUIN 5.60% 50,711,223 5,094,525 11,400,774 15,136,793 2,315,732 5,684,856 33,238, ,582,664 STANISLAUS 15.03% 126,882,164 27,785,942 31,550,946 36,490,818 8,628,155 13,817,157 86,461, ,616,693 TULARE 3.68% 32,725,517 19,353,301 6,293, ,813 1,316,888 5,794,419 14,807,512 81,268,103 SOUTH VALLEY Totals 86.25% 724,015, ,008, ,143, ,285,070 57,827, ,529, ,346,963 1,903,156,337 YTD Totals: % 866,368, ,309, ,040, ,542,667 82,455, ,067, ,867,227 2,206,651,029

8 Source: USDA Almond Board of California Period: August 1, 2018 through December 31, 2018 INEDIBLES BY COUNTY / BY VARIETY 18/19 CROP YEAR Total Inedible Kernel Weight Divided By Total Kernel Weight for Percentage ALL OTHERS Nonpareil Monterey Butte/Padre Carmel Butte Fritz ALL OTHERS ALL VARIETIES Inedible Inedible Inedible Inedible Inedible Inedible Inedible Inedible HUMBOLDT 0.00% IMPERIAL 0.00% INYO 0.00% LAKE 0.00% MENDOCINO 0.00% ,646 MODOC 0.00% NAPA 0.02% 5, ,730 ORANGE 0.03% 7,213 1, ,385 PLUMAS 0.00% RIVERSIDE 0.00% 1, ,722 SAN BENITO 0.00% SAN FRANCISCO 0.00% SAN MATEO 0.00% SHASTA 0.00% SISKIYOU 0.02% ,304 7,304 SONOMA 0.01% ,914 2,702 TRINITY 0.00% ALL OTHERS Totals 0.09% 17,252 1, ,249 10,431 32,270 COASTAL ALAMEDA 0.04% 1, ,336 14,951 CONTRA COSTA 0.00% DEL NORTE 0.00% LOS ANGELES 0.01% ,240 3,240 MONTEREY 0.00% SAN LUIS OBISPO 0.00% COASTAL Totals 0.05% 1, ,612 19,660 NORTH VALLEY BUTTE 2.45% 443,512 31,084 15,476 33,718 32,087 10, , ,676 COLUSA 2.68% 488, ,461 7,610 61,910 93,018 57, ,916 1,005,748 EL DORADO 0.00% GLENN 2.47% 508,257 85,079 16,174 61,646 60,231 11, , ,565 PLACER 0.00% SACRAMENTO 0.02% 4, ,528 9,001 SOLANO 0.35% 65,626 11, ,212 10, , ,301 SUTTER 0.32% 47,761 10,771 13,125 5,358 7, , ,772 TEHAMA 0.57% 132,395 14,985 8,401 14,062 12, , ,300 YOLO 1.75% 319, ,692 8,716 29,624 44,014 9, , ,246 YUBA 0.12% 18,996 6, , ,156 14,308 43,620 NORTH VALLEY Totals 10.72% 2,029, ,211 69, , ,585 91, ,835 4,024,738 SOUTH VALLEY CALAVERAS 0.01% 1, ,895 FRESNO 25.07% 4,359,431 1,270, , , , ,548 2,485,219 9,409,228 KERN 19.71% 2,921,415 1,630, , , , ,007 1,135,864 7,396,419 KINGS 2.14% 316, ,628 75,379 7,667 11,686 38, , ,097 MADERA 12.59% 2,093, , , ,441 56, , ,556 4,726,445 MERCED 10.01% 1,617, , , ,506 76, , ,070 3,758,470 SAN JOAQUIN 4.00% 662,961 69,967 73, ,846 15,091 60, ,884 1,499,870 STANISLAUS 11.85% 1,615, , , ,356 50, ,181 1,633,319 4,449,222 TULARE 3.76% 696, ,063 52,717 17,527 23,798 60, ,981 1,412,325 SOUTH VALLEY Totals 89.14% 14,285,567 5,392,990 2,092,989 1,214, ,328 1,440,525 8,143,647 33,456,971 YTD Totals: % 16,334,177 5,774,951 2,162,847 1,428,249 1,146,614 1,533,276 9,153,525 37,533,639