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stratégiegrains®
strategie-grains.com
Stratégie grains25 years experience in agricultural market
analysis
stratégiegrains®
strategie-grains.com
Who are we?
§Stratégie grains publications are run by the Tallage team of analysts§Tallage is owned by 4 working partnersand is fully independent of any othercompany
25/10/2018 Stratégie grains - New products 2
stratégiegrains®
strategie-grains.com
Who are we?
§We are not involved in any commoditytrading or production§We provide fundamental analysis in order to contribute to your decisionprocess
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stratégiegrains®
strategie-grains.com
Forecast of the main supply and demand item
§ Acreage, Yield and Production§Human and industrial use
§ Animal use§ Imports and exports
§ Stocks analysis§ Price forecasts
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stratégiegrains®
strategie-grains.com
Who are we?
§Our main activities center:•On the Stratégie grains publication: REPORTS and
WEB service stratégie-grains.com•Production of specific analytical services to answer
varied requests• Long term studies•Consulting and training
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stratégiegrains®
strategie-grains.com
Short history to now
§Background: when founded in 1993, Stratégie grains focused on the EU§At that time, EU rather isolated from the world market through the Common Ag. Policy (CAP) -Import levies / export refund§Prices highly influenced by internal EU factorsrelated to supply an demand and EU budget
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stratégiegrains®
strategie-grains.com
To better fit to your requirement
§Following CAP and WTO negociations at the beginning of the 2000’s, EU markets became more dependent on global markets
§As a consequence, Stratégie grains’ focus expanded to all the key countries of the world impacting global markets
We want today to make you benefit from the expertise accumulated since then
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stratégiegrains®
strategie-grains.com
Today, we propose:
§A redesign of our products• richer, clearer and more accessible information
§New world publications• Grain World report and Oilseed World report•Web Module dedicated to world Supply and Demand
balance sheets§New EU publications• focused on specific products (Malting barley, Sugar)
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stratégiegrains®
strategie-grains.com
New format for our reports
§Faster access to information • Each report now has its own colour code for ease of
identification (ochre for cereals and green for oilseeds…)• clear labelling for the different sections• tabs to assist navigation
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stratégiegrains®
strategie-grains.com
For higher clarity, greater use of tables and graphics
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§ new and improved graphics and tables to highlight essential figures and major variations
stratégiegrains®
strategie-grains.com
New format: focus on prices
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§ Each section also includes a clear and visualized summary of price movements
§ and competitive price relations
stratégiegrains®
strategie-grains.com
The expertise offered by Stratégie grains more clearly identified
§ Our analysis: each crop’s section within the report concludes with Stratégiegrains’ viewpoint and main perspectives for prices
§ In EU reports, a world spotlight included in our analysis before conclusion on EU potential price development
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stratégiegrains®
strategie-grains.com
The figures
§Detailed tables at the end of each crop’s section
§ Balance sheets, trade matrices… stillin the report, easier to find and read
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stratégiegrains®
strategie-grains.com
New world reports
§Complete access to ouranalysts’ expertise accrossthe full spectrum of countries that drive grain markets
§ 2 reports: Grain and oilseed
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stratégiegrains®
strategie-grains.com
New world reports§ Synthetic global S/D and
editorial on the first page
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§ Each section includes a clear and visualized summary of price movements and competitive price relations in a graphic format
stratégiegrains®
strategie-grains.com
New world reports
§ Our own figures for production, demand, trade, stocks and balance-sheet analysis
§ With S&D for key importing and exportingcountries and total world
§ Stratégie grains’ viewpoint and analysis at the end of each crop’s section
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stratégiegrains®
strategie-grains.com
New world reports
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§ Independent analysis with the Tallage/Stratégiegrains methodology
§ As soon as January each year, the first figures and analysis for the coming marketing year (e.g. 2019/20 S&D will be launched in January 2019)
§Completed by our World Supply an Demand Web Module to give you access to the totality of data used and forecasts established
stratégiegrains®
strategie-grains.com
World Supply and Demand Web module
§ Easy access to area, yield and balance-sheet items
§Historical data back to 2007/08 and forecasts§ For the world as a whole and for the key importing and
exporting countries in the world
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stratégiegrains®
strategie-grains.com
World Supply and Demand Web module
§ For soft wheat, durum wheat, barley, maize, soya seed and meal, rape seed and meal, sun seed and meal
§ Special attention to ergonomics: the data is easilyconsultable, has a number of different display options and includes the facility to download in a data base format
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stratégiegrains®
strategie-grains.com25/10/2018 Stratégie grains - New products 20
stratégiegrains®
strategie-grains.com25/10/2018 Stratégie grains - New products 21
stratégiegrains®
strategie-grains.com
World S&D: easy comparison betweencountries
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stratégiegrains®
strategie-grains.com
New Reports dedicated to specificproducts (English and French)§ EU Malting Barley Report
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§ EU Sugar Report
stratégiegrains®
strategie-grains.com
The EU Sugar report
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§ Our forecast for EU output of beet roots and sugar
§ Analysis of feed, industrial and bioethanolconsumption for each EU country
§ Sugar Intra-EU trade and exports/imports withthird countries monitoring
§ EU S&D to support our analysis with a global spotlight
§ Bimonthly report completed by intermediate monthly updates on our Sugar Web module
stratégiegrains®
strategie-grains.com
The EU Malting Barley report
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§Description of price movements and competitive price relationships
§ EU output forecasts, with details on quality
§Demand forecast for domesticconsumption and malt exports
§ Intra-EU trade and exports/imports with third countries
§ EU S&D to support our analysis
stratégiegrains®
strategie-grains.com
New API technology: Data Access Service
§To integrate directly our data in your information system.
§Data supplied in the JSON (JavaScript Object Notation) format
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stratégiegrains®
strategie-grains.com
What’s next?
§Now to benefit from all these brand new products, just go and contact Sébastien, here in the room!
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