کد خبر: ۲۰۱۹
تاریخ انتشار: ۱۵ مهر ۱۳۹۴ - ۱۷:۱۵

بیزینس مانیتور-کسب وکارکشاورزی درایران-سه ماهه چهارم 2010

Executive Summary
We forecast strong consumption growth across most of the agricultural complex in Iran, expect for pork, which is prohibited in the country. Despite this, there are significant challenges ahead. With the government seriously considering rolling back important food subsidies due to costs, potential food price inflation could weigh significantly on our forecasts. The threat of disease could also decrease domestic wheat production, and given Iran's fractured political relationship with many countries, a decrease in staple grain availability could have long lasting consequences.

Key Views
! Rice production growth to 2013/14: 46% to 2.2mn tonnes. Production growth will be a result of demand growth and forecast short-term increases in global prices. However, base effects are a large contributor to production growth as well.

! Milk consumption growth to 2013/14: 17% to 3.2mn tonnes. This will be driven by rising income levels and government efforts to promote consumption.

Poultry production growth to 2013/14: 25% to 1.9mn tonnes. Growth in the livestock sector will be aided by ongoing commercialisation. Once dominated by small holdings, the sector has started to commercialise and this will greatly improve efficiency and production volumes.

 2010 real GDP growth: 1.2%, down from 1.6% in 2009 and predicted to average 1.8% until 2014.

 Food price inflation: 8.7% year-on-year (y-o-y) in July 2010, down from 15.1% y-o-y in July 2009.

Industry Developments
Rising disposable incomes should benefit the consumption of beef at the expense of poultry, as mainly higher income consumers trade up to the more expensive meat. However, a reliance on imports for domestic beef consumption will keep beef prices too high for many Iranians, to some extent muting income-related trading up. We therefore forecast poultry demand to continue to grow strongly over our دforecast period as well. Poultry will benefit from its growing ubiquity and its consumption is rarely confined to special occasions any more.

The government has been active in the local rice market, exercising control over production and imports to control prices. However, government involvement is not viewed as sufficient to encourage producers and consequently the country's import dependency continues to grow. Import tariffs are used to prevent cheaper rice inflows from completely flooding the local market and wiping out the domestic industry. But with Iran reliant on imports and with rice an important staple the government must balance these tariffs and the need to keep rice affordable without dramatically increasing its subsidy spending.

Iran's wheat production is under threat from a new variety of stem rust. The rust can cause up to 100% crop loss and according to the UN Food and Agriculture Organisation (FAO) and up to 80% of Asian and African wheat varieties are susceptible to it. It was first discovered in Iran in 2007 in Lorestan and Hamedan in the west of the country. Egypt is exporting 1.5 tonnes of wheat to Afghanistan at no charge to try and slow the spread of the rust there and prevent its arrival in Egypt from the north. Iran is also taking the threat seriously and is attempting to cooperate closely with other countries in the region. However, with the often poor relations between Iran and its neighbours this is not always easy.




گزارش بیزینس مانیتور-کسب وکارکشاورزی درایران-سه ماهه چهارم 2010