1. Corn Supply Demand Situation McDonald Pelz Global Commodities
A PRESENTATION BY
McDonald Pelz Global Commodities

2. P” Factors Population Precipitation Precipitation Peripheral
Consuming Countries population possibly will increased steadily
Producing Countries will see stagnate population
Welcome to Asian and African Markets
Indian population will overtake china around 2025 and will only slow down growing in 2045 (in normal situation)

3. Direction of Global Population
Consuming Countries population –
To increase steadily
Producing Countries-
Stagnated population
Welcome to Asian and African Markets
Indian population will overtake china around 2025 and will only slow down growing in 2045 ( in normal situation)
Population in Million

4. We are going to cover …. In next 30 mins
Source: Economist
India demand is function of availability of domestic supply not the consumption potential
Population pressure is increasing- demand elasticity is very high
Map not true representation of Indian Geo Borders- Just rep

5. Weather & Production
La Niña conditions are present ENSO-neutral expected during the spring
Corn crop this year down by 31 MMT mostly due to unfavourable weather and exports are expected to decline by 8 MMT.
Major losses from US, China, Brazil & Ukraine.
La-Nina usually create more rains to south east Asia & dryness to South America.

6. Global Corn Supply and India

7. Myth Busters- India Is a Veg Pro Country ?
Vegetable Protein- Animal Protein… Changing Dynamics

8. % Growth of meat products
Source: USDA, McDonald Pelz Analysis
SA + SE is fastest growing meat market in the region…
It means more oilseed and feed grain demand

9. India’s Role in Global Corn market
‘000mt, Source: USDA
India Corn exports act as hedge against US supplies fluctuations (Weather Pattern)
So Buy Chicago- Sell India gives a good trading hedge to cover for short positions

10. Growth in Corn demand

11. Why Indian Grain Complex is volatile ????
‘000mt, Source: USDA
Observation on difference of Grain demand between India and china is important

12. Global Stocks to use Ratio
1.3 Billion People to Feed and stock ratio of 12pct just represents a month of stock in country
We have witnessed Pulses, wheat, sugar supply shocks already- not geared up to absorb more
India is not prepared for next drought or crop disaster

13. World Trade and Prices Globally Low price scenario
MSP is continuously going up
Corn is more of domestic grain- on Argentina and Ukraine produce to export largely
Market demand is growing due expansion in meat demand

14. World Snd
Source: USDA, All no in MMT

15. India Snd
Source: USDA, All no in MMT

16. WE PROVIDE INSIGHTS- Beyond Data and Information to our Customers
SoAM
Black Sea
Asia- Producer and Consumer of
grains and Oilseed- we are here to cater your requirements
China Demand
Wheat Market

17. Worldwide McDonald Pelz
India Office
111, Centrum Plaza
Sector-53, Gurgaon India
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McDonald and Pelz is a cash grain, oilseed, and renewable energy brokerage organization whose aims and goals are to help our customers in the buying and selling of their products. Over the past 32 years McDonald and Pelz has become the industry leader and it is our objective to maintain this status through our growth globally.