News & Commentary

Skim Milk Powder (US PPI Proxy) rallied sharply to 405.1 (+6.4% month-over-month), raising input costs for Baladna. Source: BLS PPI: Fat Free / Skim Milk (proxy for skim milk powder).

Brazil Chilled/Frozen Export fell sharply to $1.68 (-5.1% month-over-month), easing cost pressure on Widam. Source: IMF Global price of Poultry (proxy for Brazilian frozen chicken/meat exports).

Egg Price Index (US PPI Proxy) eased to 83.4 (-1.7% month-over-month), easing cost pressure on Al-Waha. Source: BLS PPI: Eggs for Fresh Use (index proxy for table eggs).

Butter (US PPI Proxy) firmed to 119.0 (+1.6% month-over-month), raising input costs for Baladna. Source: BLS PPI: Butter (index proxy).

Live Cattle (IMF Beef Proxy) eased to $3.42 (-1.2% month-over-month), easing cost pressure on Widam. Source: IMF Primary Commodity Prices.

GDT index climbs on tightening Oceania supply

The latest Global Dairy Trade event lifted the index 1.8% as New Zealand production softens into season — directly raising fresh-milk input costs for Baladna.

Australian chilled lamb exports firm on MENA demand

AU chilled export unit values rose 1.1% as Qatar and UAE buyers rebuild inventory ahead of the festive season — relevant to Widam's lamb sourcing cost.

Butter rallies as cream supply tightens

CME butter gained 2.4% on seasonal cream scarcity — feeding into Baladna's cheese and dairy-fat input costs.

Brazil frozen chicken export prices soften

Brazilian export unit values declined 0.8% on currency moves — tempering import-parity for both Al-Waha and Widam's frozen chicken.

Lean hogs lower; red-meat protein proxy cools

CME lean hogs fell 1.5% — a directional cool-down in the red-meat protein complex that Widam monitors as a cross-species reference.

Live cattle steady as boxed-beef demand holds

CME live cattle ticked up 0.4% on firm cutout demand — maintaining the cost floor for Widam's imported beef programme.

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Corn (IMF Global Price) fell sharply to $4.97 (-9.3% month-over-month), easing cost pressure on Alaf. Source: IMF Primary Commodity Prices.

Soybean Meal (IMF Global Price) fell sharply to $296 (-8.1% month-over-month), easing cost pressure on Alaf. Source: IMF Primary Commodity Prices.

Barley (IMF Global Price) eased to $2.64 (-2.9% month-over-month), easing cost pressure on Alaf. Source: IMF Primary Commodity Prices.

CBOT corn slips on favourable US crop conditions

December corn fell 1.1% as the WASDE reaffirmed trend-line yields — easing feed-cost pressure across Alaf Qatar's poultry and ruminant lines.

Soybean meal firms on South American crush outlook

CBOT soybean meal rose 0.7% as Argentine crush runs below expectations — a key protein-ingredient cost for Alaf's feed formulations.

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Alfalfa Hay (US PPI Index) rallied sharply to 376.5 (+10.4% month-over-month), raising input costs for Alaf. Source: BLS PPI: Alfalfa Hay (index proxy for forage cost).

Urea / NPN (US PPI Proxy) eased to 176.7 (-1.9% month-over-month), easing cost pressure on Alaf. Source: BLS PPI: Urea (index proxy for NPN feed-additive cost).

Urea eases as Chinese exports resume

Regional urea fell 2.2% on news of Chinese export licence issuance — lowering NPN input cost for Alaf's TMR and ruminant blends.

Alfalfa hay strengthens on tight West-coast supply

Spot alfalfa rose 1.3% on US West-coast yield concerns — relevant to Alaf's own-grown forage benchmarking and import-parity.

Vegetable Price Index (US PPI Proxy) fell sharply to 363.7 (-8.0% month-over-month), easing cost pressure on QATFA, Baladna. Source: BLS PPI: Fresh and Dry Vegetables (index proxy for vegetable wholesale).

GCC vegetable basket steady as import flows normalise

The GCC vegetable wholesale index edged up 0.6% with stable import parity from Turkey and India — baseline for QATFA's pricing.