sunoil wnd交易柜台们投资您收获wilmar int发言稿yuri.pptx

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sunoil wnd交易柜台们投资您收获wilmar int发言稿yuri.pptx

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SunoilWNDTradingDesk

November,2016WeInvest.Youharvest

WilmarInt.,NizhnyGroup,RussiaDeltaExports,SingaporeWNDHoldingsWNDHoldingswascreatedasjointventureofthreepartiesin2008

BorisoglebskSorochinskCrushingplantWNDlocations(excl.silosandsalesoffices)KievSunfloweroiltradingdeskNizhnyNovgorodOilandfatcomplex(B2B,B2C,Soap)YuryupinskCrushingPlantSamaraOilandfatcomplex(B2C)OdessaOilandfatcomplex(B2B),Tankterminal,Tropicaloilstradingdesk,Crushingplant

CompanybusinessunitsB2BMargarines,MilkFatReplacer,RBDPalmOil,fractions,shortenings,CBE/CBS/CBR,RBDCNO,FillingFats,FryingFatsB2CMayonnaises,Sauces,Margarines,Ketchups,Spreads,SnacksSoapPurityandbeautyproducts(Toiletandlaundrysoap,shampooandetc.)SunflowerandrapeseedscrushingSunflowerandgraintradingdesk,AlfaTradingLtd.Tropicaloilstradingdesk,AlfaTradingLtd.

5CompetitionintheBlackSeaSFObulk*WithoutcontainersandFOBUkrainepapertrades9M16:share,VolkMT.TotalVol:2,914kMT

6SFOSalesbydestination:9M169M16:share,VolkMT.TotalVol:689kMT

RSFO/WNSFOSFOWNDexport

UkraineWNDMealSales

SFoilexportthroughtheBlackSea

portsin2015/16MY(5,3kMT)Novorossiysk83Kherson80Odessa47Mariupol133Izmail68Taman51Mykolaiv2,195Illichevsk1,650Yuzhny1,049

Oilprices,USD/MT

OilseedsSnD,Ukraine/RussiaSource:WND,APK-Inform(UA)

VegoilsSnD,Ukraine/RussiaSource:WND,APK-Inform(UA),USDA

WorldSnD:SFSeeds(kMT)Source:WND,USDA,APK-Inform(UA)

WorldSnD:SunOil(kMT)Source:WND,USDA,APK-Inform(UA)

WorldSnD:Majorvegoils(kMT)Source:WND,USDA,APK-Inform(UA)+

Conclusions:Despiterecordsupplies,consumptioncontinuestogrow;Butstillifweseetheendingstocksgettingbigger;Withamplesupplies,sunoilunlikelytotradeatapremiumtobeanoilthroughoutthisyear,comparingFOBBStoFOBArgentinaflatcash;Sunoilhastostaycompetitivetoattractdemand;Nomatterwherepricesgo,Alf