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ANALYSIS-Price worries again threaten world food outlook

Published 05/19/2009, 03:58 PM
Updated 05/19/2009, 04:08 PM
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* Food prices remain high, especially in poor nations

* Grain markets flashing warning signs

* China on big soybean buying spree

* Bad weather could ignite grain markets

By Russell Blinch and Jasmin Melvin

WASHINGTON, May 19 (Reuters) - Like a lion stalking its prey, another food price spike lurks as a threat to tentative global economies and poor nations in particular this year.

Last year's run-up in food prices sparked riots in developing nations, drove commodity markets to record highs and prompted export bans that roiled the flow of world trade.

With the worldwide recession, prices have been retreating in the developed world. But they remain stubbornly high in many poorer nations, and with the return of tight supplies and high demand grain markets are again flashing warning signs that could prove expensive for world consumers.

"I would say our (grain) markets are going to be quite well supported in this early part of the growing season, and I think potentially explosive at the first sign of any serious weather adversity after the crop finally is planted," said Rich Feltes, senior vice president at MF Global Research in Chicago.

U.S. food prices jumped 5.5 percent last year -- the biggest jump since 1990 -- but are expected to moderate this year with a 3-4 percent rise tempered by lower dairy and meat prices.

Food prices remain high in developing countries, however, and are clinging to record levels in some locales, according to the U.N's Food and Agriculture Organization. The agency said "food emergencies" persist in 32 countries.

Led by soybeans, grain prices have been on a roll since March, mainly due to a poor outlook for crops in Brazil and Argentina and an extraordinary buying binge by China.

U.S. soybean sales to China are up 42 percent from a year ago to 18.3 million tonnes as the country rebuilds its supplies.

WATCHING CLOSELY

"Keeping people fed is always job one of most governments...," said Dan Basse, president of the consultant AgResource. "As you see Saudi Arabia, China, others are now building strategic stockpiles, knowing that if anybody has a weather calamity or there's a supply disruption that there will be a food price shock."

Higher prices for grains, even if they don't reach last year's levels, are going to be hard on developing countries and could undermine the global economy.

"I think it is a risk from the standpoint that it's going to add to food inflation at a time when consumers globally are still reeling under the massive wealth destruction that's occurred because of this debacle in our real estate and equity markets," said MF Global's Feltes.

"Under the adverse weather and/or drought scenario for the summer of 2009, if that were to occur it would clearly be an element that would slow the recovery," he said.

With South America's crop a disappointment, much focus is on the world's breadbasket, the United States, to come through with a big crop for corn, soybeans and wheat. And so far it's getting off to a soggy, slow start, but it could still produce solid results.

"It's a crop that people are going to be watching very, very closely to see how the planting progresses over the next few weeks," said Joseph Glauber, chief economist at USDA. "Because the stocks levels are such we don't have the luxury of having huge carry-ins to buffer any shocks -- much like last year."

INFLATION CESSPOOL?

Much of the focus is on the soybean crop. The oilseed is an important source of protein in many parts of the world and a key feed ingredient for livestock.

But supplies remain razor thin. The Memphis, Tennessee-based analytical firm Informa Economics sent soybean prices to a seven-month high of $11.67 a bushel on Tuesday with a report that pegged U.S. soybean stocks at 77 million bushels, or 53 million bushels less than the U.S. government forecast.

John Hoddinott, senior research fellow at the International Food Policy Research Institute, said a bigger unknown is how high fuel prices will go this year. Oil prices have been on a bumpy upward climb since February, nearing $60 a barrel.

"But if there were significant rises in petroleum prices it would not be surprising if it dragged food prices alongside up with them," he said.

To be sure, not all economists believe alarm bells should be rung yet over the return of food inflation.

Basse of AgResource thinks food inflation will be blunted in the near term by meat and milk prices that are weak from the liquidation of herds. But that too has a long-term impact.

"Nine to 18 months from now, I think we'll be right back in the food inflation cesspool. I think that generally speaking it is something we should all be concerned about." (Editing by Jim Marshall)

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