Paul T Aandahl -markedsanalytiker i Norges sj淡matr奪d - Miniseminar Laks - N...Norwegian Seafood Council
油
V奪r markedsanalytiker Paul T. Aandahl presenterer eksporten av norsk laks i 奪rets f淡rste m奪ned i tillegg til en presentasjon om status i laksemarkedet generelt. P奪 Miniseminar Laks i Oslo, Thon Hotell Vika Atrium 03. februar 2012.
Direkt淡r for markedsinformasjon i Norges sj淡matr奪d Egil Sundheims presentasjon av sj淡matstatusen hittil i 2012 p奪 Miniseminar laks i Oslo 21. juni 2012.
Otto Andreassen fra NOFIMA sin presentasjon fra Havbrukskonferansen 2013. Tema er hva som m奪 til for 奪 kunne 淡ke produksjonen av norsk laks frem mot 2030.
Henning Beltestad - CEO Ler淡y Seafood Group -Waiting for China, What to do in...Norwegian Seafood Council
油
1) The document discusses a conference presentation by Henning Beltestad, CEO of Ler淡y Seafood Group ASA, about the company's Q3 results and the market for Atlantic salmon.
2) It notes that while Ler淡y Seafood saw increased sales year-to-date in 2011, its EBITDA and EBIT declined due to challenges in China, a key export market.
3) Beltestad discusses the potential for growth in various Asian markets to offset reduced Chinese demand until the situation there is resolved.
The document provides an update on the production and market status of Atlantic salmon and trout as of April 2012, including vital statistics such as smolt release numbers, loss rates, yield, and harvest weights. It also highlights trends in feed sales, biomass estimates, and monthly export figures for Chilean salmon and trout. Key metrics indicate fluctuations in production parameters and an overall increase in feed sales and export volumes compared to previous years.
SalMar ASA is one of the world's largest and most cost-efficient salmon farming companies, with significant growth projected in Norway's aquaculture sector. The company experienced strong financial results in Q3 2013, driven by rising salmon prices and planned expansions, with potential for production growth expected to be substantial in the coming years. SalMar emphasizes the importance of sustainable practices, technology, and regulatory cooperation to maintain its growth trajectory and address increasing global demand.
The document provides an overview of Marine Harvest's aquaculture operations, highlighting opportunities and challenges in the salmon farming industry driven by population growth and protein demand. It outlines market dynamics, including expected growth rates, the impact of biological conditions in Chile, and the importance of regulatory frameworks for sustainability. The summary also details Marine Harvest's strategic focus areas, including feed capacity development and acquisitions, along with future financial outlooks and operational volumes.
Marine Harvest is a leading global producer of farmed Atlantic salmon with a turnover of NOK 15.2 billion and a market share of approximately 25%. The company aims to increase its presence in the US market by addressing key consumer concerns such as price stability, quality, and sustainability while providing a wide range of salmon products. Additionally, Marine Harvest's unique logistics and processing capabilities allow for full distribution coverage across the US, supporting its growth strategy.
The document discusses the challenges and growth opportunities in the global aquaculture and fish feed industry, highlighting Nutreco's position and initiatives. It outlines the need for innovation in fish feed to meet the rising demand for aquaculture, projected to grow at 5.6% annually by 2030. The emphasis is on sustainable feed solutions, improving formulations, and addressing the supply gap for quality feeds to support this growth.
Biomar, the world's third largest manufacturer of quality feed for fish farming, reported a turnover approaching 9 billion DKK in 2013 and aims to increase sales to approximately 1.7 million tons by 2017 through organic growth and new markets. The company's strategic focus includes significant investments in research and development to innovate feed products, particularly in health, nutrition, and production technologies. Future feed innovations will require a sophisticated approach to address the complexities of fish farming, necessitating a continued increase in R&D investment.
Direkt淡r for markedsinformasjon i Norges sj淡matr奪d Egil Sundheims presentasjon av sj淡matstatusen hittil i 2012 p奪 Miniseminar laks i Oslo 21. juni 2012.
Otto Andreassen fra NOFIMA sin presentasjon fra Havbrukskonferansen 2013. Tema er hva som m奪 til for 奪 kunne 淡ke produksjonen av norsk laks frem mot 2030.
Henning Beltestad - CEO Ler淡y Seafood Group -Waiting for China, What to do in...Norwegian Seafood Council
油
1) The document discusses a conference presentation by Henning Beltestad, CEO of Ler淡y Seafood Group ASA, about the company's Q3 results and the market for Atlantic salmon.
2) It notes that while Ler淡y Seafood saw increased sales year-to-date in 2011, its EBITDA and EBIT declined due to challenges in China, a key export market.
3) Beltestad discusses the potential for growth in various Asian markets to offset reduced Chinese demand until the situation there is resolved.
The document provides an update on the production and market status of Atlantic salmon and trout as of April 2012, including vital statistics such as smolt release numbers, loss rates, yield, and harvest weights. It also highlights trends in feed sales, biomass estimates, and monthly export figures for Chilean salmon and trout. Key metrics indicate fluctuations in production parameters and an overall increase in feed sales and export volumes compared to previous years.
SalMar ASA is one of the world's largest and most cost-efficient salmon farming companies, with significant growth projected in Norway's aquaculture sector. The company experienced strong financial results in Q3 2013, driven by rising salmon prices and planned expansions, with potential for production growth expected to be substantial in the coming years. SalMar emphasizes the importance of sustainable practices, technology, and regulatory cooperation to maintain its growth trajectory and address increasing global demand.
The document provides an overview of Marine Harvest's aquaculture operations, highlighting opportunities and challenges in the salmon farming industry driven by population growth and protein demand. It outlines market dynamics, including expected growth rates, the impact of biological conditions in Chile, and the importance of regulatory frameworks for sustainability. The summary also details Marine Harvest's strategic focus areas, including feed capacity development and acquisitions, along with future financial outlooks and operational volumes.
Marine Harvest is a leading global producer of farmed Atlantic salmon with a turnover of NOK 15.2 billion and a market share of approximately 25%. The company aims to increase its presence in the US market by addressing key consumer concerns such as price stability, quality, and sustainability while providing a wide range of salmon products. Additionally, Marine Harvest's unique logistics and processing capabilities allow for full distribution coverage across the US, supporting its growth strategy.
The document discusses the challenges and growth opportunities in the global aquaculture and fish feed industry, highlighting Nutreco's position and initiatives. It outlines the need for innovation in fish feed to meet the rising demand for aquaculture, projected to grow at 5.6% annually by 2030. The emphasis is on sustainable feed solutions, improving formulations, and addressing the supply gap for quality feeds to support this growth.
Biomar, the world's third largest manufacturer of quality feed for fish farming, reported a turnover approaching 9 billion DKK in 2013 and aims to increase sales to approximately 1.7 million tons by 2017 through organic growth and new markets. The company's strategic focus includes significant investments in research and development to innovate feed products, particularly in health, nutrition, and production technologies. Future feed innovations will require a sophisticated approach to address the complexities of fish farming, necessitating a continued increase in R&D investment.
Jon Arne Gr淡ttum fra FHL sitt foredrag p奪 Havbrukskonferansen 2013. Temaet er produksjonsestimater for 2014 og Gr淡ttum svarer p奪 sp淡rsm奪let om det blir vekst i mengden slaktet laks i 2014.
Er laks sunt? Professor Edel Elvevoll ved Universitetet i Troms淡 sitt foredrag fra Havbrukskonferansen 2013. Her forteller hun om hva forskningen sier om helse og sj淡matkonsum og hvor mye laks man kan spise ut fra den siste forskningen rundt fremmedstoffer.
The document discusses the growing global demand for Norwegian salmon, predicting stronger growth over the next 15 years compared to the past 15 years. Key factors driving this demand include innovation in distribution, economic development, and changing consumer preferences towards salmon consumption. Export figures indicate a significant increase in salmon consumption, particularly in markets such as Asia and the EU.
Norway manages its fisheries and aquaculture through an extensive legislative, regulatory, research, and control framework. Key aspects include:
1) Laws passed by Parliament governing marine resources, fishery participation, and aquaculture.
2) The Ministry of Fisheries oversees policy and management with advice from research institutions and the Directorate of Fisheries.
3) The Directorate of Fisheries regulates fisheries through quotas, licenses, and controls compliance through inspections and sales organizations.
The document discusses China's seafood industry and consumption trends. It notes that China imports large quantities of whitefish like pollock and cod from exporting countries like Norway and processes it into frozen fillets. However, the processing industry earns only small profits due to increasing labor costs and dependence on imported raw fish. Rising domestic consumption, urbanization, and popularity of restaurants like KFC are increasing demand for imported high-quality seafood products in China. Only high-value added processing will remain profitable in China in the long run.
6. Uttak av mars
Eksport i mars: 102 000 tonn (+ 35 %)
Totalt eksportkvantum laks
Kilde: SSB, EFF
35 000
30 000
Totalt eksportkvantum
(tonn rund vekt)
25 000
20 000
15 000
2010
10 000
2011
5 000
2012
-
1 6 11 16 21 26 31 36 41 46 51
Uke
7. Produksjonssituasjonen
- unike temperaturer 16
Gjennomsnittstemperatur (属C)
14
12
10
8
6
Snitt 2007-2011
4
2010
2011
2
2012
0
Jan Feb Mar Apr Mai Jun Jul Aug Sep Okt Nov Des
M奪ned
7
6
5
2009
4
2010
2011
3
2012
2
1
0
8. Produksjon
200 000
180 000
160 000
140 000
F担rbruk (1000 kg)
120 000
2009
100 000
2010
80 000 2011
60 000
40 000
20 000
0
Jan Feb Mar Apr Mai Jun Jul Aug Sep Okt Nov Des
9. Biomasse
siste dag Feb 2011 siste dag Feb 2012 Endring
Generasjon Antall Vekt Biomasse Generasjon Antall Vekt Biomasse Antall Vekt Biomasse
09G 79 000 4,0 321 000 010G 88 000 3,9 339 000 10 % -4 % 6%
010G 230 000 1,0 228 000 011G 246 000 1,2 285 000 7 % 17 % 25 %
Total beholdning 312 000 1,8 551 000 336 000 1,9 625 000 7% 5% 13 %
700 000
600 000
St奪ende biomasse
(tonn rund vek
500 000
400 000
2010
300 000
2011
200 000
2012
100 000
0
Jan Feb Mar Apr Mai Jun Jul Aug Sep Okt Nov Des
M奪ned
10. Forventning til uttak 2012
- per 奪rskifte
V奪r : +5 % i uttak av antall laks
H淡st : + 8% i uttak av antall laks
Totalt: 淡kning p奪 7 %
Forutsetter ingen endring i slaktevekt:
Slaktekvantum p奪 1 105 000 tonn
(+ 75 000 tonn)
11. Forventninger fremover
Effekt av god tilvekst
蔀kt slaktevekt
H淡yere gjennomsnittsvekt
Tidligere uttak
Redusert antall slaktet -> forskyvning frem i tid ->
ytterligere bidrag til 淡kt slaktevekt
M淡nster for uttak
Forventer et 淡kt uttak 1. halv奪r
Uendret/noe 淡kt uttak 2. halv奪r
14. Status
Regnbue淡姻姻艶岳en i Norge
Tradisjonelt store variasjoner i produksjon
F脱rre som hopper mellom laks og 淡姻姻艶岳
F脱rre som driver med 淡姻姻艶岳
Gjennomg奪ende h淡yere priser
Utfordring 奪 drive med markedsarbeid
med en lavere produksjon
18. Biomasse
siste d ag F eb 2011 siste d ag F eb 2012 E n d rin g
G en erasjo n An tall V ekt B io m asse G en erasjo n An tall V ekt B io m asse An tall V ekt B io m asse
09G 3 200 3,2 10 500 010G 4 600 3,3 15 000 42 % 1 % 43 %
010G 14 700 0,9 13 200 011G 16 700 1,2 20 200 14 % 35 % 53 %
To tal b eh o ld n in g 19 500 1,2 23 900 22 000 1,6 35 300 13 % 31 % 48 %
40 000
35 000
30 000
St奪ende biomasse
(tonn rundvekt)
25 000
2010
20 000
2011
15 000 2012
10 000
5 000
0
Jan Feb Mar Apr Mai Jun Jul Aug Sep Okt Nov Des