| maltsters |
| "Market intelligence is more valuable now than ever before" |
Historically brewing companies have valued consistent quality and dependable supply but recent trends indicate a significant shift toward cost optimization as the primary focus. Consequently, market intelligence is more valuable now than ever before. Understanding regional and local consumption trends, the capability and activities of competitive forces, and the usage trends and relationship models with brewers is essential for developing a comprehensive malt supply strategy.
To assist our malting clients First Key offers expert market intelligence and analysis in the following areas:
Supply and Demand – research & analysis of consumption tends (including the impact of malt substitutes) in key markets; local brewer market shares; activities of global players (own/operate, JV alliances, planned expansions); barriers to entry.
Competitive Forces – local malt production; current malt trade flows; analysis of installed capacity and planned expansions; malting barley availability (domestic supply vs imports); expected malt supply / demand balance strategic positioning.
Brewer Alignment – partnership vs. spot purchase; long-term supply agreements; importance of multi-origin capabilities; exclusive supply relationships; competitive alignments; opportunities to differentiate products and services; global contracts vs regional purchases.
Investment Due Diligence – analysis of operating and construction costs in the region; identify production challenges; analyze foreign trade issues; tariff structures on import of malt vs. barley; trade between major origin markets and key end markets; implication of trade agreements; foreign ownership restrictions; pros and cons of origin plants vs. destination plants. |
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| Case Study |
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| Strategic Malt Study for Major Malt Supplier
A comprehensive strategic analysis of the malt supply chain in two major global regions. The analysis included consumption trends, malt trade flows, players and malt capacities, planned expansions, andexpected malt supply / demand balance in key end markets. The study included a detailed evaluation of investment considerations including operating and construction costs, production challenges and trade trends, as well as an analysis of the procurement practices of major brewing groups. |
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| Investment Study for a Malt Plant in Asia
First Key evaluated a proposed investment strategyfor a malt plant in Asia. The study included analysis of the country’s beer market & the malt supply/demand balance; general considerations on investment in the country; and usual terms for contractual relationships and mode of relationships. First Key reviewed the business case and made comments on opportunities and risks identified and provided recommendations in view of mitigating these risks. |
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