潜水简介:
- Global food prices hit an 11-year high in January, mainly driven by vegetable oils, according tothe latest FAO Food Price Index，每月衡量常见粮食商品的国际价格。
- The FAO's Vegetable Oils Price Index rose 4.2% in January, setting an all-time high. Palm oil prices rose on concerns over supply from Indonesia, the world’s largest exporter of the ingredient, while soy, sunflower seed and rapeseed oil prices also grew around tighter supplies and growing demand.
- 由于劳动力短缺，极端天气和不懈的需求，全世界持续的供应链中断，已将食品商品价格推向上升，并使CPG迫使CPG在2022年的成本上涨。
潜水见解：
Used in everything from food to fuel, vegetable oils truly grease the world economy. With so much demand and supply for some types of oils limited to a few nations, it doesn't take much to trigger an upward price trend.
"Reduced export availabilities on top of other supply-side constraints, especially labour shortages and unfavourable weather, largely pushed vegetable oil prices up to an all-time high," said Boubaker Ben-Belhassen, director of FAO’s Markets and Trade Division, in a statement. "There is a concern the impacts of these constraints will not ease quickly.”
棕榈油crystallizesthe dynamics at work. The oil is present in everything from chips, ice cream and frozen pizza dough, to detergent and beauty products, as well as biofuel. Much of the increase in palm oil prices has been driven by concerns that Indonesia, thelargest producer and exporter globally, would tighten exports to help it control rising prices at home. Last week, the nation issued a mandate requiring domestic producers to set aside 20% of their palm oil shipments for local buyers,S&P Global reported。这可以鼓励各国转移到马来西亚，第二大生产商马来西亚供应 - 甚至转向大豆等不同的油，以满足其需求，据Nikkei Asia说。
粮农组织的乳制品价格指数在一月份上涨了2.4％（连续第五个月增加），这是对较高的黄油和脱脂奶粉价格上涨。粮农组织引用了西欧的出口减少，预计全球奶牛市场的收紧，以及大流行期间与劳动力短缺有关的处理和运输问题的预计生产下降。
According to the latest美国农业部乳制品市场报告在截至1月28日的一周中，黄油的平均价格实际上下跌至每磅2.61美元。该机构指出，黄油的产量正在向上增长，但是由于劳动问题和某些生产设施的供应延迟，产量陷入了困境。什么时候examined over a longer timeframe, butter prices are up sharply. A recent analysis of USDA databy IndexBox发现12月，AA黄油级的平均价格上涨了40％。在2022年的前景中，USDA预计乳制品价格将上涨1.5％至2.5％。
For food manufacturers, dealing with price increases and shortages of such key ingredients has required them to练习复杂的演算：权衡是否以及何时提高价格以支付其费用。上周，卡夫·亨氏（Kraft Heinz）在给批发商的一封信中宣布，它将在三月份上提高价格，包括奥斯卡·梅耶（Oscar Mayer）热狗，维尔维塔（Velveeta）奶酪，麦克斯韦（Maxwell- 驱动的农作物损失，“以及更高的原料和货运成本，CNN业务报道。This would mark its second round of price increases since November.
