With the increasing demand for high-quality alfalfa and other gramineous grasses and straws around the world, American hay exports remain strong. From June to August, 2020, the demand in China increased by 765,438+0% compared with the same period in 2065,438+09. Saudi Arabia has dropped by 27% and the United Arab Emirates by 39%, but these figures will be further integrated over time. Japanese, Korean and Taiwan Province provinces have stable demand, and the overall growth trend is 2- 10% according to different products. In particular, the demand for alfalfa in Taiwan Province Province has increased sharply, reaching 45%.

International shipping-in the fourth quarter or even the first quarter, the basic freight rate of shipping from the west coast of the United States to Asia will remain stable.

Some ocean shipping companies are planning a new round of empty sailing on June 5438+ 10 to control the capacity before the expected peak in the fourth quarter. It is expected that American suppliers will hoard goods during the flu season and the possible second wave of coronavirus pneumonia-19. Therefore, in the fourth quarter, even in the first quarter, the basic freight rate from the west coast of the United States to Asia will remain stable. Due to global demand, China is more likely to have a shortage of empty containers.

American native harvest-alfalfa harvest meets the export level, and the land price continues to rise.

North Pacific-The harvest of export grade alfalfa has ended, and the land price continues to rise.

The price of alfalfa in other places continues to rise, and the transactions of export, domestic and retail buyers are very slow. Most hay is destroyed by rain or fire smoke. In this harvest season, the first batch of alfalfa lost 40% and the fourth batch lost 85%.

The weather in the north changes rapidly from summer to autumn, with the daytime temperature between 55-65 F (12-18 C) and the nighttime temperature between 40-45 F (4-7 C). In the recent weather forecast, it is expected that there will be breezes, clouds and some rain. Now the rest of the hay can only be sold in America.

The fourth consecutive harvest of California mountain fires in the Central Pacific depends on regional differences.

Mountain fires continue to burn all over California, resulting in poor air quality and foggy skies. In the south of San Joaquin Valley, alfalfa harvesting continues under normal drought conditions.

In Nevada, the third harvest has ended and the fourth harvest is in progress, depending on regional differences. Alfalfa is of good quality and green color. In the past two weeks, the price of alfalfa in the field has risen rapidly.

The weather in the central region will remain warm in the daytime, with the temperature of 75-85 F (24-29 C) and the temperature of 33-50 F (.5-10 C) at night, depending on the region. It is expected that there will be showers in some areas this weekend.

South Pacific-The eighth crop being harvested is mainly used locally, and the ninth crop is more suitable for export.

In the southern region from the Valley of the Kings to Arizona, the eighth batch of alfalfa for feeding cattle is being harvested. Most of this hay goes to American dairy farms. Because the night is cool, the ninth harvest will be suitable for export and the nutritional index will be higher.

Although the temperature in the southern desert is decreasing, the temperature in some areas still exceeds 100 degrees Fahrenheit (38 degrees Celsius). It is estimated that the daytime temperature is between 95- 105 F(35-40 C) and the cool temperature at night is between 60-70 F( 15-2 1 C). The weather forecast says it won't rain in the next 10 day.

Smoke and solar energy-Since 2020 10, more than 654.38+500,000 hectares of land have been burned.

Due to smoke from wildfires in California, solar power generation in summer is reduced by about 30%. Most solar energy production is in southern California, but smoke from fires in northern California is spreading to the south. Since June 2020, more than 3.8 million acres (6.5438+500,000 hectares) have been burned. According to us energy information administration's data, solar power generation accounts for at least 19% of California's total power generation.

Milk price-165438+ 10/65438+February, the futures price of the three kinds of milk will remain at around USD 20 /cwt.

Earlier this year, due to a 50% drop in demand, schools and restaurants across the United States closed and dairy farmers began dumping milk. Since then, milk prices have returned to normal levels. As more and more Americans work and eat at home instead of in restaurants, dairy companies are beginning to realize the greater demand for high value-added liquid dairy products. During the period of165438+1October/65438+February, the futures price of the three types of milk will remain at around $20 /cwt, and then fall back to 17 $ /cwt in the first quarter.

June 65438 +20201October: We are ending this year's harvest season, which may be the most challenging year since this century. Our bumper harvest began with the epidemic in COVID-19 and the domino effect spread in all countries. Now we are finishing the last alfalfa harvest, and the epidemic may spread for the second or even the third time in some countries.

Spain is one of the countries most seriously affected by the coronavirus pneumonia-19 epidemic, with a negative growth of 18%. Nevertheless, the agricultural and food sectors have emerged from the crisis and achieved a relatively positive balance, which can create more employment opportunities.

Another key disturbing factor is the drought for three consecutive years, which shows that water shortage is an increasingly frequent and common phenomenon in the European Union, which has a great impact on the agricultural sector: millions of hectares of arable land are affected, and cereal crops suffer huge losses, especially in Eastern Europe and France.

We have realized that globalization is a fact, and the market is integrated and interrelated: any drastic changes in all major economies will now have a greater impact on the world economy.

No one has ever seen or experienced an epidemic like coronavirus pneumonia-19. Moments like this remind us of the importance of ensuring food security and supply chain, which is our priority: helping to feed the world.

Supply chain and logistics-importers continue to face the uncertainty of freight pricing, capacity and quantity quotation for various modes of transportation.

Due to the rebound of coronavirus pneumonia-19 in recent months, and there is no ending trend at present, importers continue to face the uncertainty of freight pricing, capacity and volume quotation of various modes of transportation.

Due to the rapid spread of coronavirus, the demand in many major markets has decreased accordingly, and the traffic volume has decreased. The shipping company's response is to withdraw its capacity in the form of extra space travel and cancel the complete route. In some large-scale transactions, the total transportation capacity has dropped by 50%.

Throughout the summer and the peak period of transportation, the freight rate has been on the rise.

Uncertainty is a word we often hear this year. From an annual perspective, it is predicted that global container trade will decline in 2020, which is consistent with the expected decline in world economic output and commodity trade. At the same time, insights from leading indicators such as ship flow, port call and liner capacity arrangement show that in the last quarter of 2020, a more optimistic forecast is expected.

However, the persistence of this positive trend depends on many factors, including the evolution of the epidemic, although it is expected that freight and capacity management will continue to fluctuate to cope with daily market factors and challenges.

In order to achieve our goal and have a safe supply chain, we have established and will continue to establish strategic alliances with the most important freight forwarders and transportation companies. This makes us one of the few companies that can continue to ship in the challenging second and third quarters.

Market Express-The prices of dairy products in Europe and Spain dropped slightly by 0.00 107 Euro cents/liter.

Due to the coronavirus pneumonia-19 epidemic, the export of European dairy products decreased in the first quarter, and the containment measures of the epidemic led to major changes in consumption, especially the impact on dairy products. In view of this situation and the strategy of avoiding the collapse of raw milk price, European dairy processors have successfully and stably controlled the collection amount without reducing the output of dairy farmers. As a result of this policy, the price of milk in Europe decreased only slightly, reaching 0.005438+007 Euro cents/liter.

Import and export of roughage-punitive tariffs in the United States are suspended, and exports to Asian countries will be greatly reduced in 2020.

With the cancellation of the tariff on alfalfa hay in September, 20 19, the export to Asian countries has been greatly reduced this year. The main market of Spanish alfalfa is in the Middle East. In the first half of this year, the United States saw an increase in demand from China. However, after entering the third quarter, the market was relatively calm and is still continuing.

Comparison of Spain's export statistics in July 2020 and July 20 19.

In the Gulf region, we have just faced the historic peace agreement signed by several GCC countries and Israel, which specifically mentioned the joint research efforts in water, food security and agriculture: Israel's dairy industry has the highest milk output in the world, and their technology and knowledge have been highly appreciated by dairy enterprises all over the world.

Harvest Express-After June, the quality of harvest is obviously improved and the price is firm.

In the field work, our first and second harvest was delayed at the beginning of the harvest season, which brought difficulties to our quality control process from the field.

Since June, we have seen the rainfall disappear, the quality of our products has been improved, and the profitability of production and crops has also improved. At present, the last harvest is being carried out, and the quality is very good because of the sunny weather! At FSM, we have been studying the best field techniques for alfalfa and other crop management, and evaluating the performance according to the defined KPI mainly related to yield and quality.

Now it's time to prepare for harvesting winter crops, such as silage corn and ryegrass. Corn silage and ryegrass are good complementary products, corn silage is a good energy source, and ryegrass is the best fiber, which can be added to diet. And because it is a crop rotation, it is also synergistic in the field.

Although we have been affected by the flu epidemic in various departments, the forage price in this season is still firm, although it has declined slightly, but it is not enough to curb the development of Spain's forage industry, so we are still optimistic about the alfalfa production in the 20021-2022 harvest season.

Factory information-the last batch of products is of good quality

Our Ranaya factory is preparing to end this harvest season. At present, the sixth and last harvest has been started, and the quality is very good. Generally speaking, this harvest season is very good, and we can achieve the goals set before.

Now we will begin to plan next year, our annual maintenance plan, and our annual investment and improvement projects.

In our factory in Valfogona, we are about to end the alfalfa season, but now we are preparing for the corn harvest and the upcoming ryegrass. At a lower speed, we will continue to produce in the second factory in winter.

Our teamwork, team building, process execution and training plan have brought us great results! Our team has significantly improved quality control and production by controlling the following six key points and important pillars:

? Receiving and unloading

? Sampling in each batch

? Moisture and analytical test

? dehydrate

? Humidity and temperature inspection

? Weight control and storage

In addition to ensuring the perfection of our final product quality, all these steps are well monitored and connected to ensure the traceability of finished products.

In terms of agricultural activities, we have determined the plan of 202 1 and are currently signing the contract for next year's crops.

2020 china dairy Congress

-Be sure to meet our China team at the China Dairy Conference!

Unfortunately, it is difficult to travel now.

Our international team can't join you this year, but we are with you!

Please pay attention to more details!