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Expertise

Our economists offer specialised expertise and objective analysis on the full range of issues affecting the oilseeds and oils sector. Our goal is to help clients to plan effectively and successfully: to identify and seize opportunities and pre-empt threats, whether this is through the establishment or expansion of new plantation projects, crushing plants or oleochemical projects or responding to policy changes or changes in demand.

Find below details of the broad range of LMC consultancy services that we can provide.


Experience and Expertise

Examples of consultancy projects
This included value chain analysis from soybean to biodiesel (US) and rapeseed to biodiesel (EU)

An examination of the implications for the location of crushing and refining capacity worldwide, given production costs, the forecasts of demand for oils, and oils relative to meals, capacity utilisation, and the level of protection afforded by tariffs and freight costs.

This supplemented the client’s oils purchasing strategy, and included an assessment of current market influences, including biodiesel and GM crops

 


This included an analysis of the factors that contribute to their competitiveness, including costs of production, the transportation infrastructure within each country, and the credit and financing environment.

This project compared the economics of palm oil production and refining in leading palm oil producing nations in South East Asia and South America. The study, which also examined the palm oil consumption patterns and included demand forecasts by end use sector, concluded with strategic recommendations for investments in different stages of palm oil production and processing.


This included an analysis of sunflower policy performance and medium term strategic recommendations for policy in the sunflower sector of Ukraine. This project involved extensive fieldwork in Ukraine.
 

The study examined whether there were identifiable correlations between the behaviour of the different prices.

The report considered global price developments and crushing margins to 2015, and included an analysis of the sensitivity of the results to different energy price levels.

As part of a programme of assistance from international agencies to the Indonesian Directorate-General of Estate Crops, a study estimating the costs, benefits and marketing problems associated with a range of alternative tree crop plantation strategies, comparing oil palm, coconuts, rubber, sugar, coffee, cocoa and other perennial crops.

The report analysed investments in refineries, biodiesel, fatty acids and fatty alcohol plants. The study considered alternative methods of moving downstream (greenfield investment, acquisition of an existing company, a toll processing venture and/or a joint venture with possible candidates) and assessed their advantages and disadvantages.

A comprehensive analysis of the carbon footprint of palm oil and biodiesel production. The report detailed the energy balance of palm oil products. The likelihood of qualification of biodiesel for EU sustainability criteria was discussed and recommendations were made for further greenhouse gas savings at different stages of production.

An evaluation of the suitability of a port for bulking and trading in vegetable oils in Turkey and its regional hinterland. The study analysed the current situation and prospects for vegetable oil trade in Turkey and its neighbouring states. This was followed by an analysis of the specifics of importing edible oils into Turkey, focusing on the freight rates and economics of breaking bulk for transhipment.

An analysis and recommendation of how a major seed company could best develop and enhance its global crop protection business in the vegetable oil sector across the entire value chain.

A financial appraisal of proposed oil extraction plant. This involved a critical review of the cashflow assumptions underpinning the investment. This required a detailed analysis of capital investment and operating costs and the projects assumptions of prices and sales revenues.

LMC provided an assessment of the feasibility of using low or medium grade palm oils - palm fatty acid distillate (PFAD), palm acid oil and palm sludge oil - as feedstocks for a biodiesel plant in Malaysia. The report examined the quality and supply of these feedstocks in Malaysia, as well as the market demand and prices for these raw materials. Finally, it analysed logistical costs, plant location, capacity and the potential demand for the biodiesel produced.


The report presented projections of future production, consumption and prices, including global supply curves for each oilseed (for both oilseed production and processing) at various periods following liberalisation.

This included a review of the latest developments in the soymeal sector, through interviews around the world. The study identified and documented key market drivers for soybean meal through 2020. Through a complex econometric model, forecasts of supply and demand of soybean meal and oil through 2020 were made. (This included demand by food, livestock feed, aquaculture feed, etc.). The study analysed the intrinsic qualities of US soybean meal, both positive and negative, that separate it from other meal supplies. Finally, the study made recommendations on ways to maximize the profitability of soybean producers.

Historic price behaviour in the glycerine market was assessed for both crude and refined glycerine and the study forecast glycerine prices to 2020. Key issues addressed were when will the current bull market end and if the glycerine sector can balance supply vs. demand more successfully in the future. The impact of new industrial applications, such as the synthesis of epichlorohydrin, and the biodiesel industry on pricing were also considered.

Study to understand the impact that the rapeseed oil market, in particular, and the wider vegetable oil market, in general, will have upon a biodiesel plant that is proposed in Germany

The study assessed the market for SPC by major consuming country, end-use category with detail given about the leading players in the major consuming countries

An evaluation of the market opportunities for protein meal and concentrate ingredients, focusing on the opportunities for fishmeal and for soy protein concentrate (SPC) in the aquaculture feed market, as well as for the demand for SPC in animal feeds. The study evaluated and forecast to 2020 the market opportunities for fishmeal and for soy protein concentrate (SPC) and other vegetable proteins for the global production of intensively farmed, high value fish and crustaceans in the major consuming countries of the EU, US, Chile, Japan and China. It also estimated the demand to 2020 for SPC in other animal feeds in the major consuming countries. Estimates of SPC output by major producers were also presented.

The report considered the feasibility of locating a palm oil refinery, with fractionation and possibly biodiesel capacity, on the East Coast of the USA (including the US Gulf) or the East Coast of Mexico.

The US lubricant industry and the use of soy based lubricants
Analysis of the US lubricant industry and an assessment of the current performance of soy-based lubricants, with recommendations for improving the market position of soy lubricants


This include details of soybean crushers and exporters together with their crushing capacities. The study also provided details of Brazil’s crushing costs and crushing margins, based on LMC’s analyses of costs and margins in all major oilseed producing countries. The system also examined domestic origination and purchasing of soybeans

This report examined the prospect of consolidation in the Polish vegetable oil and fats industry and considered its impact on the competitive structure of the Polish oils and fats market
 

As part of this review of the global fatty alcohols market, which included forecasts to 2015, the report advised on the location of a possible new fatty alcohol production plant.

The study using detailed production cost modelling and a large number of interviews with key informants developed an overview of the structure and costs of the vegetable oil refining sector in the EU. The study examined the impact of trade liberalisation, and the creation of a more "level playing field", on US oilseed crushers and soybean farmers.

This report analyses field and processing costs for each of the main EU oilseed producing countries (France, Germany, Italy, Netherlands, Poland, Spain and the UK).


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