Almond Industry Position Report SEPTEMBER 2018 2018-2019 Crop Year Salable Forecast Million Lbs. 2018-2019 08/01-09/30 Kernel Wt. 2017-2018 08/01-09/30 Kernel Wt. % Change 1. Carryin August 1, 2018 359.0 359,012,851 398,677,112-9.95% 2. Crop Receipts to Date 2,450.0 833,373,867 844,226,706-1.29% 3. [2% Loss and Exempt] (49.0) (16,667,477) (16,884,534) 4. New Crop Marketable (2-3) 2,401.0 816,706,390 827,342,172-1.29% 5. [Reserve] n/a 0 0 6. Total Supply (1+4-5) 2,760.0 1,175,719,241 1,226,019,284-4.10% Shipments by Handlers 7. Domestic 792.0 117,127,759 117,689,086-0.48% 8. Export 1,608.0 205,953,978 241,459,353-14.70% 9. Total Shipments 2,400.0 323,081,737 359,148,439-10.04% 10. Forecasted Carryout 360.0 11. Computed Inventory (6-9) 852,637,504 866,870,845-1.64% Commitments (sold, not delivered)** 12. Domestic 13. Export 14. Total Committed Shipments 240,359,889 316,827,901 557,187,790 273,346,267 448,603,168 721,949,435-12.07% -29.37% -22.82% 15. Uncommitted Inventory (11-14) 295,449,714 144,921,410 103.87% Handlers reporting commitments represent 96% of the 2017/2018 crop MONTHLY REPORT OF SALABLE HANDLER SHIPMENTS 2018-2019 Crop Year 2017-2018 Crop Year 09/01-09/30 08/01-09/30 09/01-09/30 08/01-09/30 DOMESTIC Shelled 31,643,687 75,307,696 31,026,939 76,949,959 Manufactured 23,153,652 51,380,941 20,893,648 47,143,999 Products 374,326 796,515 338,170 1,066,571 Inshell 500,217 859,214 285,968 724,665 (Interhandler Transfers) (3,552,812) (6,636,951) (1,314,238) (2,689,824) (Industry Purchases) (2,039,173) (4,579,656) (788,448) (5,506,284) Total: 50,079,897 117,127,759 36% 50,442,039 117,689,086 33% EXPORT Shelled 56,550,449 107,236,366 66,604,218 131,136,014 Manufactured 10,676,597 22,326,651 11,451,846 24,076,106 Products 237,180 390,658 65,713 108,072 Inshell 51,310,243 76,000,303 62,017,871 86,139,161 Total: 118,774,469 205,953,978 64% 140,139,648 241,459,353 67% NET SHIPMENTS 168,854,366 323,081,737 100% 190,581,687 359,148,439 100% EXEMPT/INEDIBLE SHIPMENTS 1,289,405 3,670,018 638,798 1,408,699 Source: ABC Form 25 October 11, 2018
Global 2018/19 2018-2019 - Current 2018-2019 - YTD 2017-2018 - Current 2017-2018 - YTD Percent vs. Current Month - September, 2018 August 1 through September 30, 2018 Current Month - September, 2017 August 1 through September 30, 2017 Destination > 250,000 LBS. Current YTD are reported Total 2017/18 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 57% 43% 100% 63% 37% 100% 56% 44% 100% 64% 36% 100% NORTH AMERICA 4% Canada 4,107,310 0 4,107,310 9,616,919 0 9,616,919 3,937,816 0 3,937,816 9,261,564 0 9,261,564 19% Mexico 1,576,392 0 1,576,392 3,629,790 0 3,629,790 1,616,868 0 1,616,868 3,038,008 0 3,038,008 8% 55% Ttl NORTH AMERICA LATIN AMERICA/CARIBBEAN Chile 5,683,702 276,000 0 0 5,683,702 276,000 13,246,709 941,109 0 0 13,246,709 941,109 5,554,684 241,000 0 0 5,554,684 241,000 12,306,052 609,100 0 0 12,306,052 609,100 51% Colombia 287,000 0 287,000 558,000 0 558,000 161,100 0 161,100 370,745 0 370,745 0% Ttl LATIN AMERICA/CARIBB 941,441 3,360 944,801 2,575,044 11,780 2,586,824 1,137,121 0 1,137,121 2,584,368 0 2,584,368 5% 6% Total AMERICAS 6,625,143 3,360 6,628,503 15,821,753 11,780 15,833,533 6,691,805 0 6,691,805 14,890,420 0 14,890,420-38% NORTHEAST ASIA China/HongKong 3,203,702 10,365,914 13,569,616 6,231,854 11,973,811 18,205,665 11,091,868 13,652,976 24,744,844 14,054,978 15,179,351 29,234,329-17% Japan 4,501,430 110,455 4,611,885 7,479,141 110,455 7,589,596 5,380,342 79,508 5,459,850 9,063,405 79,508 9,142,913 24% South Korea 3,149,240 0 3,149,240 7,322,686 0 7,322,686 3,412,624 0 3,412,624 5,925,581 0 5,925,581-36% Taiwan 256,000 176,230 432,230 396,925 176,230 573,155 417,925 124,986 542,911 775,219 124,986 900,205-25% 16% Ttl NORTHEAST ASIA SOUTHEAST ASIA Indonesia 11,110,372 116,498 10,652,599 0 21,762,971 116,498 21,430,606 411,041 12,260,496 0 33,691,102 411,041 20,302,759 225,050 13,857,470 0 34,160,229 225,050 29,819,183 354,550 15,383,845 0 45,203,028 354,550 65% Malaysia 775,000 0 775,000 1,037,000 0 1,037,000 505,795 0 505,795 628,295 0 628,295-39% Singapore 277,870 0 277,870 394,531 0 394,531 362,186 0 362,186 616,436 30,492 646,928 226% Thailand 530,900 0 530,900 1,009,100 131,525 1,140,625 151,600 0 151,600 349,600 0 349,600-4% Vietnam 2,077,142 4,729,701 6,806,843 4,099,591 5,378,252 9,477,843 1,751,000 7,136,467 8,887,467 2,021,000 7,875,075 9,896,075 5% 10% Ttl SOUTHEAST ASIA SOUTH/CENTRAL ASIA India 3,783,497 557,000 4,729,701 33,145,403 8,513,198 33,702,403 7,041,991 1,077,994 5,509,777 54,851,696 12,551,768 55,929,690 3,001,448 686,829 7,136,467 29,674,017 10,137,915 30,360,846 4,041,965 1,599,423 7,905,567 49,251,530 11,947,532 50,850,953 118% Kazakhstan 659,650 62,626 722,276 1,275,300 62,626 1,337,926 525,750 0 525,750 613,750 0 613,750-65% Pakistan 0 169,106 169,106 44,000 375,107 419,107 430,500 149,585 580,085 694,500 489,120 1,183,620 8% 58% Ttl SOUTH/CENTRAL ASIA AUSTRALASIA/OCEANIA Australia 1,260,650 447,924 33,377,135 63,001 34,637,785 510,925 2,717,294 671,192 55,289,429 63,001 58,006,723 734,193 2,030,149 270,008 29,823,602 0 31,853,751 270,008 3,815,743 465,208 49,740,650 0 53,556,393 465,208-43% New Zealand 125,945 0 125,945 300,385 0 300,385 322,125 0 322,125 524,440 0 524,440 3% Ttl AUSTRALASIA/OCEANIA 575,225 63,001 638,226 974,514 63,001 1,037,515 600,597 0 600,597 1,003,146 0 1,003,146 33% -6% Total ASIA-PACIFIC 16,729,744 48,822,436 65,552,180 32,164,405 73,122,703 105,287,108 25,934,953 50,817,539 76,752,492 38,680,037 73,030,062 111,710,099 17% WESTERN EUROPE Belgium 1,387,344 0 1,387,344 2,227,136 0 2,227,136 948,600 0 948,600 1,903,400 0 1,903,400 22% Denmark 660,000 0 660,000 1,495,850 0 1,495,850 438,000 0 438,000 1,230,000 0 1,230,000 0% France 1,626,070 0 1,626,070 3,500,270 17,474 3,517,744 1,412,319 0 1,412,319 3,502,682 0 3,502,682-35% Germany 5,291,750 0 5,291,750 11,580,674 22,365 11,603,039 7,214,445 0 7,214,445 17,782,787 0 17,782,787 12% Greece 480,400 63,422 543,822 823,240 94,922 918,162 264,393 15,300 279,693 801,393 15,300 816,693-30% Italy 3,870,805 218,768 4,089,573 6,324,746 251,263 6,576,009 4,275,800 416,275 4,692,075 9,003,550 438,554 9,442,104 17% Netherlands 4,704,345 0 4,704,345 8,159,415 0 8,159,415 2,712,316 0 2,712,316 6,951,716 0 6,951,716-34% Norway 352,000 0 352,000 1,495,350 0 1,495,350 572,000 0 572,000 2,254,830 0 2,254,830 393% Portugal 607,000 0 607,000 651,000 0 651,000 44,000 0 44,000 132,000 0 132,000-10% Spain 11,940,971 301,883 12,242,854 24,296,174 319,003 24,615,177 9,614,310 235,712 9,850,022 27,158,252 277,133 27,435,385-15% Sweden 214,400 0 214,400 849,200 0 849,200 345,350 0 345,350 997,350 0 997,350-20% Switzerland 176,000 0 176,000 264,000 0 264,000 154,250 0 154,250 330,250 0 330,250-32% United Kingdom 1,756,154 0 1,756,154 3,671,337 0 3,671,337 2,257,875 0 2,257,875 5,330,269 30,775 5,361,044-16% Ttl WESTERN EUROPE 33,094,739 584,073 33,678,812 65,531,117 705,027 66,236,144 30,433,658 667,287 31,100,945 77,882,479 761,762 78,644,241
Global 2018/19 2018-2019 - Current 2018-2019 - YTD 2017-2018 - Current 2017-2018 - YTD Percent vs. Current Month - September, 2018 August 1 through September 30, 2018 Current Month - September, 2017 August 1 through September 30, 2017 Total 2017/18 World Region Shiments YTD Destination SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL SHELLED INSHELL TOTAL + / - 57% 43% 100% 63% 37% 100% 56% 44% 100% 64% 36% 100% 152% CENTRAL/EASTERN EUROPE Bulgaria 212,000 0 212,000 424,000 0 424,000 0 0 0 168,000 0 168,000-22% Czech Republic 132,000 0 132,000 308,000 0 308,000 44,000 0 44,000 395,900 0 395,900-57% Estonia 440,000 0 440,000 703,950 0 703,950 792,000 0 792,000 1,620,000 30,600 1,650,600-48% Latvia 66,000 0 66,000 286,000 0 286,000 169,000 31,316 200,316 521,000 31,316 552,316-40% Lithuania 263,450 0 263,450 525,450 0 525,450 352,000 0 352,000 879,100 0 879,100-29% Poland 242,400 0 242,400 440,800 0 440,800 418,400 0 418,400 616,800 0 616,800 43% Ukraine 292,000 0 292,000 424,000 0 424,000 50,000 122,400 172,400 174,000 122,400 296,400-33% Ttl CENTRAL/EASTERN EURO 1,822,850 0 1,822,850 3,571,600 0 3,571,600 2,177,400 153,716 2,331,116 5,140,800 184,316 5,325,116 22% -17% Total EUROPE 34,917,589 584,073 35,501,662 69,102,717 705,027 69,807,744 32,611,058 821,003 33,432,061 83,023,279 946,078 83,969,357-31% MIDDLE EAST Israel 255,750 213,067 468,817 380,600 246,079 626,679 609,825 30,609 640,434 875,085 30,609 905,694-9% Jordan 852,000 63,900 915,900 936,000 63,900 999,900 622,000 47,925 669,925 987,500 110,065 1,097,565-23% Lebanon 412,000 0 412,000 675,000 0 675,000 594,500 0 594,500 873,250 0 873,250 27% Qatar 176,000 0 176,000 352,000 0 352,000 132,000 0 132,000 277,500 0 277,500 127% Saudi Arabia 1,760,000 32,733 1,792,733 2,151,750 32,733 2,184,483 748,000 0 748,000 964,250 0 964,250-78% Turkey 788,800 1,254,000 2,042,800 1,486,100 1,287,750 2,773,850 1,616,600 7,542,036 9,158,636 3,206,644 9,136,201 12,342,845-55% United Arab Emirates 4,236,650 331,349 4,567,999 5,265,150 525,006 5,790,156 8,028,786 2,740,667 10,769,453 10,000,986 2,868,054 12,869,040-53% Ttl MIDDLE EAST NORTH AFRICA 8,908,150 1,900,374 10,808,524 11,857,550 2,160,793 14,018,343 12,580,711 10,379,329 22,960,040 17,543,215 12,163,021 29,706,236 26,586% -59% Ttl NORTH AFRICA SUB-SAHARAN AFRICA South Africa 88,000 177,600 0 0 88,000 177,600 554,000 435,250 0 0 554,000 435,250 0 223,500 0 0 0 223,500 2,076 1,065,415 0 0 2,076 1,065,415-62% Ttl SUB-SAHARAN AFRICA 195,600 0 195,600 453,250 0 453,250 303,250 0 303,250 1,181,165 0 1,181,165 5% -51% Total MIDDLE EAST/AFRICA 9,191,750 1,900,374 11,092,124 12,864,800 2,160,793 15,025,593 12,883,961 10,379,329 23,263,290 18,726,456 12,163,021 30,889,477-15% TOTAL EXPORTS 36% 0% TOTAL DOMESTIC 100% -10% GRAND TOTAL SHIPMENTS 67,464,226 51,310,243 118,774,469 129,953,675 76,000,303 205,953,978 78,121,777 62,017,871 140,139,648 155,320,192 86,139,161 241,459,353 50,079,897 117,127,759 50,442,039 117,689,086 168,854,366 323,081,737 190,581,687 359,148,439
Almond Board of California Almond Board Quality Control Receipts Report Industry Summary August 1, 2018 through September 30, 2018 From ABC Form 1 From USDA Inspection Certificates Variety Name Total Receipts Total Receipts Total Inedibles % of Total Receipts % Rejects Aldrich 26,471,727 32,645,297 841,327 3.18% 2.58% Avalon 2,421,959 2,513,971 104,240 0.29% 4.15% Butte 18,928,521 26,108,881 456,413 2.27% 1.75% Butte/Padre 62,692,530 71,904,397 881,638 7.52% 1.23% Carmel 20,757,644 27,682,932 382,791 2.49% 1.38% Carrion 65,739 77,228 807 0.01% 1.04% Folsom 51,199 51,199 473 0.01% 0.92% Fritz 5,018,679 7,625,326 133,566 0.60% 1.75% Hash 480,932 0 0 0.06% 0.00% Independence 55,346,368 63,535,258 1,052,312 6.64% 1.66% Livingston 1,149,871 1,438,558 25,023 0.14% 1.74% Marcona 74,416 48,683 45 0.01% 0.09% Merced 0 74,915 2,960 0.00% 3.95% Mission 351,774 684,528 4,816 0.04% 0.70% Mixed 5,153,482 8,432,201 575,121 0.62% 6.82% Mono 97,604 112,716 1,489 0.01% 1.32% Monterey 35,602,891 46,812,411 842,309 4.27% 1.80% Morley 159,779 173,997 2,109 0.02% 1.21% Neplus 111,465 160,901 3,081 0.01% 1.91% Nonpareil 540,771,490 599,713,754 11,000,714 64.89% 1.83% Padre 8,617,804 10,699,656 59,801 1.03% 0.56% Peerless 295,520 970,442 4,178 0.04% 0.43% Price 8,894,507 11,319,051 96,406 1.07% 0.85% Ruby 115,038 121,857 1,239 0.01% 1.02% Savana 118,747 159,113 4,667 0.01% 2.93% Sonora 6,171,751 8,167,987 220,558 0.74% 2.70% Supareil 1,287,124 1,425,047 35,061 0.15% 2.46% Thompson 80,651 54,063 1,236 0.01% 2.29% Tokyo 227,243 187,167 1,893 0.03% 1.01% Winters 1,299,648 1,780,596 41,926 0.16% 2.35% Wood Colony 29,458,970 31,096,936 512,376 3.53% 1.65% Major Varieties Sub Total 832,275,073 955,779,068 17,290,575 99.87% 1.81% Minor Varieties Sub Total 1,098,794 1,639,084 18,080 0.13% 1.10% Grand Total All Varieties 833,373,867 957,418,152 17,308,655 100.00% 1.81% This report is subject to futher verification of handler's receipts and futher reconciliation of USDA Incoming Certificates Thursday, October 11, 2018
Almond Board of California Record Breaking History Million Pounds Domestic 18/19 vs. 17/18 18/19 17/18 16/17 15/16 14/15 13/14 12/13 11/12 10/11 9/10 August -0.3% 67.05 67.25 58.80 53.98 51.14 50.67 48.28 43.54 45.77 39.06 September -0.7% 50.08 50.44 58.20 50.60 48.48 49.63 37.29 42.50 38.13 34.04 October 63.91 60.11 50.50 64.23 59.42 61.10 51.69 49.01 44.38 November 61.12 52.25 48.80 51.56 58.86 54.45 53.40 45.17 35.94 December 52.97 49.17 42.82 48.13 47.14 39.15 36.64 40.62 33.88 January 60.18 57.29 44.99 53.07 52.25 44.65 38.02 37.09 34.12 February 53.75 51.81 51.11 49.27 54.47 43.18 38.74 32.36 34.45 March 63.28 56.20 41.70 56.26 57.01 52.20 48.49 43.30 36.90 April 73.30 50.77 50.95 58.74 50.87 51.36 45.45 39.93 37.27 May 66.29 58.60 53.36 52.35 54.64 54.31 53.72 42.79 39.25 June 62.28 65.30 53.36 54.31 53.35 51.28 49.61 39.40 39.68 July 59.95 57.47 51.03 51.86 53.50 51.15 44.90 36.11 40.53 Total -0.48% 117.13 734.72 675.97 593.20 639.40 641.81 588.40 546.70 489.68 449.50 Export 18/19 vs. 17/18 18/19 17/18 16/17 15/16 August -14.0% 87.18 101.32 111.22 72.19 90.55 97.26 91.37 67.99 79.75 84.69 September -15.2% 118.77 140.14 143.36 92.38 114.55 127.48 118.56 123.67 113.00 100.24 October 182.58 175.44 112.08 140.41 169.19 159.93 167.87 140.11 123.67 November 167.34 135.26 91.72 94.00 139.58 129.54 159.69 128.22 109.52 December 151.59 107.05 92.60 100.00 110.46 120.10 120.56 120.35 113.60 January 133.32 108.51 84.25 62.30 108.03 111.87 115.66 82.74 88.00 February 136.38 100.46 103.94 90.71 94.87 116.83 111.11 83.32 81.05 March 130.67 121.99 119.38 133.88 94.28 88.44 124.05 87.14 70.41 April 103.10 101.21 116.59 92.36 86.85 78.16 103.07 86.44 68.40 May 92.01 112.09 124.71 87.25 89.09 77.25 91.70 87.63 52.72 June 94.49 111.75 120.66 96.49 99.48 86.00 91.72 95.60 58.08 July 83.86 96.49 87.55 70.65 79.01 100.01 74.82 73.57 71.55 Total -14.71% 14/15 205.95 1,516.80 1,424.83 1,218.05 1,173.15 1,295.58 1,278.06 1,351.91 1,177.87 1,021.93 13/14 12/13 11/12 10/11 9/10 Net 18/19 vs. 17/18 18/19 17/18 16/17 15/16 August -8.5% 154.23 168.57 170.02 126.17 141.69 147.93 139.65 111.53 125.52 123.76 September -11.4% 168.85 190.58 201.56 142.98 163.02 177.11 155.85 166.18 151.13 134.28 October 246.49 235.55 162.58 204.64 228.61 221.03 219.55 189.12 168.05 November 228.46 187.51 140.52 145.56 198.45 183.99 213.10 173.39 145.46 December 204.56 156.22 135.42 148.14 157.60 159.24 157.21 160.97 147.48 January 193.50 165.80 129.24 115.37 160.27 156.52 153.68 119.83 122.11 February 190.13 152.26 155.05 139.98 149.34 160.02 149.85 115.68 115.50 March 193.95 178.19 161.08 190.14 151.29 140.64 172.54 130.44 107.32 April 176.40 151.98 167.55 151.09 137.72 129.52 148.52 126.37 105.68 May 158.30 170.69 178.07 139.60 143.73 131.56 145.42 130.42 91.97 June 156.76 177.05 174.01 150.80 152.82 137.28 141.32 135.00 97.77 July 143.81 153.97 138.58 122.51 132.51 151.16 119.72 109.69 112.08 Total -10.04% 14/15 323.08 2,251.51 2,100.80 1,811.25 1,812.54 1,937.38 1,866.46 1,898.62 1,667.56 1,471.46 13/14 12/13 11/12 10/11 9/10