Marketing Director APK-Inform MG, ISOA Secretary General EXPORT POTENTIAL OF UKRAINIAN AND RUSSIAN SUNFLOWER INDUSTRY Svitlana Synkovska, Marketing Director APK-Inform MG, ISOA Secretary General

What is Important? Sunflower oil – bright path from local to global product Ukraine : welcome to SunflowerLand! Russia: unexpected growth of sunflower industry Some words about “rising star” - sunflower meal

Sunflower oil – bright path from local to global product

GLOBAL SUNFLOWER AREAS DYNAMICS +124%

SUNFLOWER OIL PRODUCTION and import –growth trend Up 4 times Up 9 times

Other oils DYNAMICS Up 7,6 times Up 6 times Up 14,8 times

Current picture of global sunflower oil market 2017/18 TOP-5 exporters – 95% TOP-10 importers – 82%

Main players change for 10 years: sunflower oil production 10-year production growth +80%

Main players change for 10 years: sunflower oil imports Import increased in 3 times for 10 years! Impressive change of geograghy New markets boom demand!

Main sunflower oil EXPORTERS – EXPORT TRENDS

Main sunflower oil buyers – why they prefer sunflower oil? #1 #2 #3

Ukraine : welcome to SunflowerLand

Ukraine: sunflower boom

TOP exporters and TOP destinations of Ukrainian sunflower oil in 2017/18

Sunflower oil exports: Crude, refined and bottled – 2017/18

UKRAINE: trends&forecasts for 2018/19 Million tons 2017/18 2018/19 Change, % Sunflower Harvest 13.4 14.8 10% Sunflower Crush 13.2 14.6 Opening stocks 0.13 0.05 -60% Sunflower oil production 5.7 6.4 12% Total Supply 5.8 6.5 11% Domestic Consumption 0.45 = Exports 5.33 5.9 Total Distribution 6.3 Ending Stocks 0.1 100%

Russia: unexpected growth of sunflower industry

Russia: sunflower vs grains

Russia: sunflower regions Planted acreage, thsd ha   0,1 - 20 20,1 - 107 107,1 - 345 345,1 - 582 582,1 - 1129

TOP exporters and TOP destinations of Russian sunflower oil in 2017/18* *Excluding trade within Customs Union

Sunflower oil exports: Crude, refined and bottled – 2017/18

Russia:trends&forecasts for 2018/19 Million tons 2017/18 2018/19 Change, % Sunflower Harvest 10.9 = Sunflower Crush 10.6 Opening stocks 0.44 0.41 -7% Sunflower oil production 4.5 Total Supply 5.0 Domestic Consumption 2.35 2.39 2% Exports* 2.2 2.13 -3.2% Total Distribution 4.55 4.52 -1% Ending Stocks 0.43 -4% *Including trade within Customs Union

sunflower oil production & exports forecast 2018/19 Million tons 2018/19 2017/18 Change, % Ukraine SFO production 6.4 5.7 +12% SFO exports 5.9 5.3 +11% Russia 4.5 = 2.13 2.2 -3.2% UA + RU 10.9 10.2 +7% 8.0 7.5

Some words about “rising star” - sunflower meal

World import of sunflower meal About 7-7.1 million tons per season 2016/17 2017/18

World export of sunflower meal and the leader

sunflower meal production & exports forecast 2018/19 Million tons 2018/19 2017/18 Change, % Ukraine SFM production 5.7 5.2 +9% SFM exports 4.73 4.2 +12% Russia 4.43 4.40 = 1.15 1.25 -8% UA + RU 10.1 9.6 +5% 5.88 5.45 +8%

PRICE FORECASTING – why its not easy?

Thank you for attention and using suflower oil ! Svitlana Synkovska marketing@apk-inform.com +380676342639 www.apk-inform.com info@isoa-sunoil.org