이현옥 Scott Rozelle Daniel A. Sumner 김명환 2018-11-15T08:00:35Z 2018-11-15T08:00:35Z 2005-06 M064 http://repository.krei.re.kr/handle/2018.oak/14816 미국의 자포니카쌀 생산은 캘리포니아 주 세크라멘토 지역에서 이루어지고 있다. 지난 10년 동안 재배면적은 45만?55만 에이커(1에이커≒1,224평), 에이커 당 생산량은 조곡 기준으로 3.6 - 4.0톤 수준을 유지해 오고 있다. 연간 쌀 생산량 2백만 톤 중 30 - 40%는 수출된다. UR 이후 일본이 캘리포니아 쌀의 주요 수입국이 되었다. 쌀 생산비는 연도별로 변동이 있으나 하향세를 보이고(실질가격) 있으며 최근의 톤당 벼 생산비는 220달러 수준이다. 중국의 자포니카쌀 생산과 소비가 1990년대에 4천만 톤 이상 늘어났으며 수출량은 생산량의 5% 이하 수준이다. 중국에서 자포니카쌀 생산비는 1990년대에 증가하였으나 최근에는 감소하고 있다. 2002년도 톤당 생산비가 110달러 수준이다. 한국의 톤당 쌀 생산비는 660달러로 중국보다 6배 높은 수준이다. 국가별로 생산비에 큰 차이가 있는데 이는 주로 지가 차이에 기인한다. 최근 중국의 쌀 생산 부문에서 관심을 끄는 것은 고품질 자포니카쌀 수요가 늘었다는 점이다. 향후 소득 증가에 따라서 고품질쌀 수요가 더욱 증가할 것으로 전망된다. 소비량이 생산량을 초과할 수도 있으므로 중국의 자포니카쌀 수출은 한계에 직면할 것이다. 일본의 쌀 시장이 확대되고 미국의 자포니카쌀 생산에 대한 보조금이 감축되는 경우 국제 쌀 시장의 영향을 살펴보았다. 향후 10년 동안 미국이 자포니카쌀 생산 보조금을 50% 감축하고 한국과 일본의 수입량이 100% 늘어나는 것을 가정하였다. 미국의 자포니카쌀 생산량은 30% 이상 줄어들고 더 이상 수출이 불가능하게 될 것으로 전망된다. 한편 중국의 수출량은 53% 정도 늘어나고 기타 국가들의 수출량도 14% 늘어나므로 국제 쌀 가격은 0.7% 상승에 그칠 것으로 전망된다. 한국의 쌀 시장은 국제 쌀 가격에 연계되지 않고 쿼터량 만큼 수입량이 늘어나므로 쌀 시장에 큰 변화는 없을 것으로 판단된다. 더군다나 쿼터량이 시장에서 차지하는 비중이 크지 않으므로 장기적으로 가격에 미치는 영향도 크지 않을 것이다. 향후 10년 동안 쌀 가격은 약 1%, 생산량은 최고 3.9%까지 줄어들 수 있다. Comparison of Production Costs and World Market Adjustments to Changes in Trade Policy for Japonica Rice Rice remains the dominant commodity in Korea agriculture and one for which international trade issues remain vitally important. Two closely related international issues are comparisons of costs across countries and how the international market for rice would be likely to evolve if trade policies were to change in accordance with multilateral reductions in trade barriers and subsidies under a new World Trade Organization (WTO) agreement. In this report we focus exclusively on the japonica rice, the type grown and consumed in Korea. Part 1 of the full report deals with the competitiveness of rice production in three leading producers of Japonica rice, the United States, China, and Korea. The United States and China are the most important Japonica rice exporters. Korea produces and consumes domestically and imports a quantity equal to four percent of domestic consumption. China also consumes most of its large production of Japonica rice domestically. The objective of this part of the report is to analyze the cost structures of Japonica rice production in these three countries, and identify underlying factors or constraints that affect the cost structures. We also consider more broadly the cost competitiveness of rice production in these countries. This part of the report is in three sections. We first present a country specific analysis from the historical perspective using rice production and cost data for the United States and China. Using historical data, country analysis provides a general background of each county’s rice production and the cost structure. Japonica rice production in the U.S. is concentrated in the Sacramento Valley located in the Northern part of the Central Valley. For the last decade, japonica rice acreage has been fluctuating between 450 thousand and 550 thousand acres with yields of about 3.6 to 4.0 tons per acre on a paddy basis. Export markets have been important for the California rice industry. California exports, on average, about 30-40 percent of its 2 million tons of rice production. Since the Uruguay Round Agreement (URA) in 1994, Japan has been an important importer of California rice. Total cost per unit of output fluctuates by yield but have trended down in real terms in California and were about $220 per ton on a paddy basis in recent years. Japonica rice area in China is in two regions, the three northeastern provinces and the broad north and central coastal provinces. Production and consumption of Japonica rice both grew rapidly in the 1990s to more than 40 million tons. Net exports are only a small fraction of that, less than five percent. Cost in China rose in the 1990s before declining more recently. They were about 40 yuan per jin in 2002 or about $110 per ton. Once country specific analyses are presented, we provide the comparative analysis of cost competitiveness of the three countries, the U.S., China, and Korea. Total costs in Korea are about $660 per ton. We provide comparisons across countries that break these total cost differences into elements that account for the differences. Land cost is clearly the largest difference, with rents in Korea about four times rents in California compared to a zero land rent in China. China is by far the largest Japonica rice producer, and some recent emerging trends deserve attention. As incomes in urban China have grown the demand for higher quality Japonica rice has also grown. As income growth spreads further inland and to rural areas, the demand for quality Japonica rice will rise relative to lower quality and to Indica rice. Against this is the trend to consume more meat, vegetables and fruit and less rice overall. With rapid consumption growth matching or exceeding future production growth China’s export potential is limited. However, given its very large production and relatively low costs of production, China will have available supplies for the high priced markets in Korea and Japan unless access expands very rapidly in those countries. Part 2 of the report reviews the market and policy situation and outlook for japonica rice on a global basis. We describe briefly the most important current policies that affect international trade in Japonica rice. We also examine some alternative policy scenarios that reflect potential outcomes of the Doha Development Agenda negotiations in the WTO and the negotiations for additional access that Korea recently completed with its trading partners. In particular, we consider likely global market effects of expansion of access into the market in Japan and reduced subsidy for Japonica rice (among other crops) in the United States. We use an equilibrium displacement model, specified in log linear terms to ask how market prices, quantities and other aggregates change when trade barriers are relaxed and production subsidies are reduced. This is applied to a baseline of what would obtain with no such policy changes. The model includes Japan, Korea and the United States as individual countries with policy changes. China plays a major role. Other exporters and other importers are placed into two aggregates in the model. Long run demand and supply elasticities are drawn from the empirical literature. Results show that when U.S. subsidies decrease by 50 percent in addition to the full implementation of quota expansion in Korea and Japan, U.S. production decreases by more than 30 percent, and the U.S. is no longer an exporter. Instead, China increases its exports by 53 percent and the rest of the world increases exports by 14 percent. The world price rises by only 0.7 percent. The Korean market changes little despite expanded imports. Since Korea imports solely on the basis of its quota schedule, the Korean market for rice is not connected to world price movements during this period. Further, these quota amounts remains small enough relative to the size of the Korean market such that any long run price effects are moderate. The rice price in Korea decreases by about one percent and production falls by a maximum of 3.9 percent. PART 1. Cross-Country Cost Competitiveness of Japonica Rice Production with Emphasis on China Introduction 1 I. Japonica rice production in the United States 2 a. Overview of U.S. japonica rice production 2 b. Production cost of rice production 3 II. Japonica rice production in China 9 a. Brief overview of Japonica rice production in China 9 b. Production cost 10 III. Country comparison of production cost 17 IV. Demand for and supply of Japonica rice and rice quality in China 19 a. Demand for quality rice within China 19 b. Supply of quality rice 20 c. Possibility of China as an importer 20 d. Price competitiveness 21 e. Emergence of GM rice 22 Appendix 23 Reference 32 PART 2. Economic Effects of Trade Policy Adjustments in the World Market for Japonica Rice Introduction 33 I. The Global Policy Situation on Japonica Rice Trade 34 II. The Global Policy Outlook: the DDA round of WTO negotiations 35 a. Trade Policies 35 b. Domestic Support Programs 36 III. Analysis of potential policy adjustments in japonica rice 38 a. A simulation model applicable to policy adjustments in japonica rice 38 b. Empirical implementation 41 IV. Policy Scenarios and Simulation Results 42 V. Conclusions 44 Appendix Baseline and parameter construction 48 China 48 Japan 49 The United States 49 Korea 49 Rest of the world, exporting countries(ROWX) 50 Rest of the world, importing countries(ROWI) 50 Input data 50 Reference 51 PART 1. Cross-Country Cost Competitiveness of Japonica Rice Production with Emphasis on China Introduction 1 I. Japonica rice production in the United States 2 a. Overview of U.S. japonica rice production 2 b. Production cost of rice production 3 II. Japonica rice production in China 9 a. Brief overview of Japonica rice production in China 9 b. Production cost 10 III. Country comparison of production cost 17 IV. Demand for and supply of Japonica rice and rice quality in China 19 a. Demand for quality rice within China 19 b. Supply of quality rice 20 c. Possibility of China as an importer 20 d. Price competitiveness 21 e. Emergence of GM rice 22 Appendix 23 Reference 32 PART 2. Economic Effects of Trade Policy Adjustments in the World Market for Japonica Rice Introduction 33 I. The Global Policy Situation on Japonica Rice Trade 34 II. The Global Policy Outlook: the DDA round of WTO negotiations 35 a. Trade Policies 35 b. Domestic Support Programs 36 III. Analysis of potential policy adjustments in japonica rice 38 a. A simulation model applicable to policy adjustments in japonica rice 38 b. Empirical implementation 41 IV. Policy Scenarios and Simulation Results 42 V. Conclusions 44 Appendix Baseline and parameter construction 48 China 48 Japan 49 The United States 49 Korea 49 Rest of the world, exporting countries(ROWX) 50 Rest of the world, importing countries(ROWI) 50 Input data 50 Reference 51 한국농촌경제연구원 Comparison of production costs and world market adjustments to changes in trade policy for japonica rice Comparison of production costs and world market adjustments to changes in trade policy for japonica rice KREI 보고서 Lee, Hyunok Scott Rozelle Daniel A. Sumner Kim, Myunghwan Park, Donggyu