In the 34th edition of the digital newsletter for the dairy sector, we can access the update in the month of FEBRUARY 2020 the calculation of Reference values of the liter of raw milk developed under the convention INTA-IAPUCo, a work that constitutes a contribution unreleased and featured to generate transparency for the stakeholders of the Dairy Chain. All values presented here were adjusted for inflation rate wholesale using the IPIM (Index of Wholesale Prices Internal) of the INDEC becoming the current prices published by IAPUCo in constant prices of February 2020.
We present the graph that summarizes the dynamics of the supply and demand of the dairy market argentino in the past 40 months. Remember that this information should not be taken as a data point accurate given that it arises from more than 500 models evaluated, and presents a large scatter. It is rather a novel tool for actors in the sector to be ORIENTED to interpret what happens between the supply and demand of milk and observe the TREND that the market holds.
After making a peak power of purchase in August 2019, the large companies began to decline by copying the slope of Smes. In 2020 both changed a growing trend. The producer continues with prices that are perceived to outweigh the costs of the models. This is the box prior to the crisis of #coronavirus that forced him to deploy in march, the quarantine in Argentina, a completely new situation for Argentina and the world, and the government is taking measures by seeing where you can loosen up.
The observed until now is that the social distancing reduced to ZERO consumption in the segment hospitality, restaurants, pizzerias/coffee shops (HORECA) hitting it hard to the production and industrialization of mozzarella (referent of the soft cheese that take 37% of cheese production in 2019). The #YoMeQuedoEnCasa potentiated the consumption of fluid milk in some cities of the interior began to dwindle. This situation has caused a few cases of Smes that give the milk to the industry great thing that he might cool the competition for the milk.
With all the sales channel "gourmet" collapsed the industry Smes redirects to wholesalers and supermarkets, which continue to operate while reporting lower sales, but something that is charged almost of cash and a lot of cash spent to checks to 60 days, and a large shortage of liquidity. The sector calls for the reopening of banks, to hold the discovered and activate the purchase of checks, postdated to be effective, the key for you to continue spinning the wheel.
[twitter-follow screen_name=’dairylando’]