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Saturday, November 10, 2007
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Commodity News
Nov 1 2007 5:45AM
INTERVIEW-Australia sugar output seen falling 10% over 2 yrs

By Michael Byrnes

SYDNEY, Nov 1 (Reuters) - Australian raw sugar production is set to fall by a further 10 percent over the next two years due to a flood of Indian exports, low world prices and the high Australian dollar, industry body Canegrowers said on Thursday.

Low-priced Indian sugar exports were penetrating east Asian markets, including China and Indonesia, and replacing some Australian tonnages, Canegrowers chief Ian Ballantyne told Reuters in an interview.

"I think in the next two years or so we'll see probably another 10 percent of (Australian) growers leave this industry and I think we'll see contraction of sugar production maybe of up to that order too," Ballantyne said.

He said Australia's sugar production this season, with the harvest to be completed around Christmas, would total between 4.4 million tonnes and 4.6 million tonnes, down from 4.7 million tonnes in 2006/07.

This followed a late start to the crushing season because of heavy unseasonal rain. The exact figure would depend on monsoonal rains in December, which could interfere with the end of the crushing season and cause up to 1.5 million tonnes of cane to be left in the fields.

A 10 percent fall in production of raw sugar over the next two years would reduce Australian output by about 500,000 tonnes, cutting production to around 4 million tonnes.

Australian raw sugar production has already fallen in recent years from 5 million tonnes or more because of weather problems and poor world prices. Ballantyne said low world sugar prices and the impact of the Australian dollar, currently at 23-year highs against the U.S. dollar, would cut average returns to Australia's remaining 4,200 sugarcane growers to about A$265-A$275 a tonne, down from A$370 a tonne last year.

"I don't believe any company in Australia involved in sugar cane or sugar milling will be in the black this year," Ballantyne said.

Australia's biggest sugar company is CSR Ltd <CSR.AX>. ((Reporting by Michael Byrnes, editing by Richard Pullin; [email protected]; Reuters Messaging: [email protected]; +61-2-9373 1825)) Keywords: AUSTRALIA SUGAR/

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