Analysis of beer market in China (on Russian)
Beer market of Ukraine: big three losing weightIn 2016, fast increase of excises and resulting price spike stood in the way of the beer market stabilization. Most of competition (as well as mass sorts) moved to the economy segment of the market. The biggest losses were incurred by the leading three, especially Obolon, which again experienced pressure after reallocation of Efes market share. However, one should already speak of TOP-4. Group Oasis CIS (PPB) became a strong player and competitor to transnational companies. Besides the net sales of many regional medium breweries look rather good and 16-fold cost reduction wholesale trade license for craft brewers opens up a possibility of rapid growth in 2017.
Analysis of beer market in China
China’s transition to a “new normal” reality backfired on the brewing industry unexpectedly. Stagnation and subsequent market decline resulted from dynamic social and economic changes. There has emerged a “two speed” market where the medium class significance is growing, yet the share of main beer consumers, “blue collar” is decreasing. Also the inflow of consumers is shrinking, as demographics stopped being a growth driver. Finally, beer is giving way to other alcohol drinks....
European Union – Malting barley unlinks from other grain markets
While from crop 2011 Denmark still seems to have the EU’s largest spring malting barley surplus, the availability of malting barley from other sources is getting more scarce. For that reason, UK malting barley has developed a premium of over 20 Euro/mt over the Danish origin. Interestingly, the specifications for both should be the same. The physical demand for Ready-to-process malting barley made buyers pay such premiums, as from Denmark one would have to check the maltability of every single lot shipped. A second reason is the better phytosanitary condition of UK barley compared to Denmark and Sweden.
Due to the fact, that more malting barley will have to be downgraded to feed barley in Scandinavia, the expectations of ending stocks have lately been corrected to the downside. Markets now expect an early demand for malting barley from crop 2012 for replenishing the run-down malting barley stocks at the maltings. Earliest malting barley available is usually of french origin, which is why the currently paid premium for french origin seems to be establishing in crop 2012 as well.
29 Nov. 2011