RJR to cut leaf buys

Contract cuts of 48% rile tobacco farmers  

15 March 2004

By David Rice

JOURNAL RALEIGH BUREAU 

RALEIGH  

R.J. Reynolds Tobacco Co. is cutting the amount of tobacco it buys from North Carolina farmers by almost half this year, state officials say. Growers aren't happy about it.  

State Agriculture Commissioner Britt Cobb said that his office began getting calls last week from upset farmers who reported that their contracts with Reynolds were shrinking by 42 percent to 48 percent for this year's crop.  

"The only ones we've heard anything like this from are the Reynolds growers," Cobb said.  

"It's just a very, very unfortunate situation," he said. "A farmer's going to grow their quota, so what's not under contract they'll take to the auction. We'll just hope that Reynolds and Philip Morris and the other companies need more than they think they'll need."  

The U.S. Department of Agriculture announced in December that based on the purchase intentions of cigarette-makers, farmers will be allowed to grow 10.4 percent less tobacco this year than they did last year, and less than half the amount they grew in 1997.  

Tommy Payne, Reynolds' executive vice president for external relations, referred to several reasons for the reduced leaf purchases: shrinkage in Reynolds' market share; gains by discount cigarette-makers known as "nonparticipating manufacturers" (NPMs) that did not participate in a $206 billion settlement with the states in 1998; and a restructuring at Reynolds.  

"Given the volume declines and restructuring and the increase in NPM volume, that is what we need right now," Payne said. "We haven't needed as much because our volumes are down. So we have existing inventory to cover our volumes for the year."  

Payne said that Reynolds was among the cigarette companies that bought 45 million pounds of leaf out of stabilization reserves in December to help reduce the size of the quota cut this year.  

But he singled out the discount cigarette-makers among the main culprits in Reynolds' shrinking purchases. "The industry as a whole is hurting, except for the NPMs," he said.  

Individual companies' buying intentions are proprietary information, so little is known about exactly how much leaf Reynolds buys in the United States . Farmers have suspected for years that Reynolds was shifting its leaf purchases to cheaper tobacco in Brazil and other foreign countries.  

In the United States , "Reynolds is not buying a huge amount anyway," said Blake Brown, a professor of agricultural economics at N.C. State University . "Reynolds is a fairly small buyer in a still reasonably sized market.... Certainly their use of tobacco is not going to drop by 48 percent.  

"If it were Philip Morris, it would be disastrous," Brown said. "I think it's safe to say they buy more than 60 percent of the market."  

In general, the purchase reductions will be made across the board among growers who contract with Reynolds, rather than eliminating some growers' contracts altogether, Payne said.  

"We're maintaining about the same number of contracts, as opposed to renewing half the contracts," he said.  

Sam Crews, the president of the Tobacco Growers' Association of North Carolina, said that Reynolds' purchase of warehoused leaf in December probably contributed to the company's reductions now. "Pay me now or pay me later - we're in kind of a precarious position now as growers," Crews said. "You would hope that they're going to buy some of that tobacco at auction. If they cut their domestic purchase intentions 48 percent - wow, that's a lot."  

Some growers are upset that Gov. Mike Easley and the General Assembly agreed to give Reynolds a tax credit worth at least $10 million a year to assist its merger with Brown & Williamson Tobacco Corp. before the company made clear its leaf-buying intentions, Crews said.  

Rep. Bob Etheridge, D-2nd, said yesterday that Reynolds' cuts show that Congress needs to approve a buyout of federal tobacco quotas.  

"This is another blow to North Carolina 's farm families and even further evidence of the overwhelming need for Congress to pass a tobacco buyout this year," Etheridge said in a prepared statement.  

"There can be no question that North Carolina 's farm families are facing a crisis," he said.  

� David Rice can be reached in Raleigh at (919) 833-9056 or at [email protected]

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