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Portfolio

Alaf Qatar

Animal feed manufacturer producing poultry, camel, horse, ruminant and sheep feed plus TMR blends, alongside own-grown alfalfa and Rhodes grass.

Producer
Focus

Poultry, camel, horse, ruminant & sheep feed; TMR blends; forage

Region

Qatar

Scale

Annual capacity exceeding 350,000 tons across 40+ formulations; Alfalfa & Rhodes grown across 900 ha on 3 farms, 10,000+ tons/year.

Products

7 product lines

Products
Product lines and their pricing benchmarks.

Poultry Feed

Broiler & layer rations
Corn (IMF Proxy)Soybean Meal (IMF Proxy)

Camel Feed

Maintenance & racing rations
Barley (IMF Proxy)Alfalfa Hay (Index)

Horse Feed

Performance & stud rations
Barley (IMF Proxy)Soybean Meal (IMF Proxy)

Ruminant Feed (Cattle/Sheep/Goat)

Dairy & beef ruminant rations
Corn (IMF Proxy)Barley (IMF Proxy)Soybean Meal (IMF Proxy)

Sheep Feed (12% protein line)

12% crude-protein formulation
Barley (IMF Proxy)Urea/NPN (Proxy)

TMR Blends

Total mixed rations with NPN
Alfalfa Hay (Index)Urea/NPN (Proxy)Barley (IMF Proxy)

Alfalfa & Rhodes Grass (own-grown)

900 ha across 3 farms
Alfalfa Hay (Index)

Cost drivers

The pricing benchmarks that drive Alaf's input costs.

Corn (IMF Global Price)
FRED / IMF (global maize, proxy)·Feed Inputs·live
$5.42
USD/bu
+9.1%

Impacts portfolio

Alaf
Soybean Meal (IMF Global Price)
FRED / IMF (global soybean meal, proxy)·Feed Inputs·live
$329.43
USD/mt
+11.2%

Impacts portfolio

Alaf
Barley (IMF Global Price)
FRED / IMF (global barley, proxy)·Feed Inputs·live
$2.65
USD/bu
+0.4%

Impacts portfolio

Alaf
Alfalfa Hay (US PPI Index)
FRED / BLS PPI (alfalfa hay)·Forage·live
$422.71
Index
+3.6%

Impacts portfolio

Alaf
Urea / NPN (US PPI Proxy)
FRED / BLS PPI (urea proxy)·Feed Additives·live
$144.55
Index
-9.6%

Impacts portfolio

Alaf
Cost exposure
Share of cost by benchmark.
5benchmarks
Cost models
How benchmarks compose Alaf's unit cost.
Poultry Feed Cost Model
385USD/mt per tonne finished feed
Corn (IMF Proxy)
52%
Soybean Meal (IMF Proxy)
28%
Barley (IMF Proxy)
8%
Urea/NPN (Proxy)
4%
Alfalfa Hay (Index)
8%
Sheep Feed (12% protein) Cost Model
312USD/mt per tonne finished feed
Barley (IMF Proxy)
58%
Alfalfa Hay (Index)
22%
Urea/NPN (Proxy)
12%
Corn (IMF Proxy)
8%

Related analysis

Grains, Oilseeds & Fats LIVE · AgroLatam·Oct 5
Wheat Futures Rebound as Corn Stalls and Soybeans Edge Higher on Export Demand

AgroLatam — linked to 1 portfolio company/companies.

ImpactsAlaf
Grains, Oilseeds & Fats LIVE · Yahoo Finance·Aug 25
Citi Raises Corn, Soybean and Wheat Price Targets as El Niño Risks Intensify

Yahoo Finance — linked to 1 portfolio company/companies.

ImpactsAlaf
Grains, Oilseeds & Fats LIVE · Capital Press·May 8
Wheat, corn, soybean prices are below breakeven, signaling fourth year of losses

Capital Press — linked to 1 portfolio company/companies.

ImpactsAlaf
Grains, Oilseeds & Fats LIVE · AgWeb·Sep 14
Corn, Soybeans Bounce with Demand, Energy Prices, Wheat’s a Drag: Cattle Follow Cash

AgWeb — linked to 2 portfolio company/companies.

ImpactsAlafWidam
Grains, Oilseeds & Fats LIVE · AgroLatam·Sep 23
Grain Rout Hits Farm Margins as Corn, Soybeans and Wheat Slide in Chicago

AgroLatam — linked to 1 portfolio company/companies.

ImpactsAlaf
Grains, Oilseeds & Fats LIVE · AgroLatam·Jul 22
Weather and Black Sea Tensions Send Corn, Soybeans and Wheat Prices Sharply Higher

AgroLatam — linked to 1 portfolio company/companies.

ImpactsAlaf