[Farmmarketnews] Thursday Ontario Commodity Report & Rod Crinklaw Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Feb 3 15:47:51 EST 2011


 FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, February 3
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9901 up 0.0018
Chicago corn closed moderately lower.
      MAR11   HI 6.73  3/4                    DEC11    HI 6.00  1/2
             LOW 6.58  1/2                            LOW 5.86
            CLOSE6.62  1/2  Down 6 3/4              CLOSE 5.88  1/2  Down 9
1/4
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY11+MAY11+JUL11
CK Low      -0.90                        5.73 225.38 -0.90         4.99 196.25
CK High     -0.85                        5.78 227.35 -0.90         4.99 196.25
CK Avg      -0.87                  -0.81 5.75 226.50 -0.90 -0.86   4.99 196.25
Essex Cty   -0.90                        5.73 225.38 -0.90         4.99 196.25
Mdsx Low    -0.90                        5.73 225.38 -0.90         4.99 196.25
Mdsx High   -0.85                        5.78 227.35 -0.90         4.99 196.25
Mdsx Avg    -0.88                  -0.82 5.74 226.04 -0.90 -0.86   4.99 196.25
Hensall     -0.88                        5.75 226.37 -0.90         4.99 196.25
Bruce       -0.85                        5.78 227.35 -0.90         4.99 196.25
Putnam      -0.85                        5.78 227.35 -0.90         4.99 196.25
Princeton   -0.90                        5.73 225.38 -0.90         4.99 196.25
Durham      -0.95                        5.68 223.41 -0.95         4.94 194.28
Norfolk     -0.88                        5.75 226.17 -0.90         4.99 196.25
Trenton     -0.90                        5.73 225.38 -0.95         4.94 194.28
Winchester  -0.80                        5.83 229.32 -0.75         5.14 202.16
North Gower -0.90                        5.73 225.38 -0.90         4.99 196.25
Huron FOB   -0.90                        5.73 225.38 -0.87         5.02 197.43
Kent FOB    -0.88                        5.75 226.17 -0.90         4.99 196.25
Lamb FOB    -0.88                        5.75 226.17 -0.90         4.99 196.25
Mdsx FOB    -0.90 -0.90 -0.85N/A         5.73 225.38 -0.90         4.99 196.25
FOB SW Que  -0.45                        6.18 243.10 -0.50         5.39 212.00
Track       -0.50                        6.13 241.13N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                     -0.70         5.19 204.12
Jhnstwn-Eth N/A  N/A   N/A   N/A                     -0.55         5.34 210.03
Aylmer-Eth  N/A   -0.85 -0.75N/A                    N/A
Sarn-Eth    -0.60 -0.60 -0.60 -0.45      6.03 237.19N/A
Cllngwd-Eth -0.70N/A   N/A   N/A         5.93 233.26-0.80*         5.09 200.19
Kwrth-Eth   -0.80N/A   N/A   N/A         5.83 229.32N/A
London-Cas  N/A  N/A    -0.55 -0.55                  -0.40         5.49 215.93
Pt.Colb-Cas N/A  N/A   N/A   N/A                     -0.35         5.54 217.90
Cardnl-Cas  N/A  N/A   N/A   N/A                     -0.40         5.49 215.93
W O Feed    -0.54                  -0.53 6.09 239.56
US Rep       0.15                   0.16 6.78 266.72
Toledo El.  -0.12                        6.51 256.13 -0.47         5.42 213.29
TRANSFER
Sarnia      -0.90                        5.73 225.38 -0.90         4.99 196.25
Pt. Stanley -0.90                        5.73 225.38 -0.92         4.97195 1/2
Hamilton    N/A                                      -0.82         5.07199 2/5
MID SD CRN  -0.87   1/2                  5.75
HI SD CRN   -0.85                        5.77 1/2
*Wet Bid

Bank of Canada Noon exchange rate was 0.9901 up 0.0018
Chicago soybeans closed slightly lower.
       MAR11   HI 14.52  1/2          NOV11    HI 13.79
              LOW 14.34                       LOW 13.62  1/2
             CLOSE14.35  1/2  Down 8 1/2    CLOSE 13.65  1/2  Down 9 1/2
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+MAY1+JUL11
CK Low       -1.20                    13.16 483.36-1.35     12.31 452.13
CK High      -1.15                    13.21 485.20-1.20     12.46 457.64
CK Average   -1.17               -1.0313.19 484.47-1.30-1.2212.35 453.82
Essex Cty    -1.06                    13.30 488.51-1.27     12.39 455.07
Mdsx Low     -1.20                    13.16 483.36-1.35     12.31 452.13
Mdsx High    -1.11                    13.25 486.67-1.26     12.40 455.44
Mdsx Average -1.15               -1.0213.20 485.08-1.30-1.2212.35 453.85
Hensall      -1.15                    13.21 485.20-1.35     12.31 452.13
Bruce        -1.15                    13.21 485.20-1.35     12.31 452.13
Putnam       -1.15                    13.21 485.20-1.35     12.31 452.13
Princeton    -1.17                    13.19 484.47-1.20     12.46 457.64
Durham       -1.29                    13.07 480.06-1.28     12.38 454.70
Norfolk      -1.08                    13.28 487.77-1.31     12.35 453.60
Trenton      -1.35                    13.01 477.85-1.20     12.46 457.64
Winchester   -1.10                    13.26 487.04-1.03     12.63 463.89
North Gower  -0.95                    13.41 492.55-0.95     12.71 466.83
Huron FOB    -1.00                    13.36 490.71-1.25     12.41 455.81
Kent FOB     -1.13                    13.23 485.94-1.37     12.29 451.40
Lambton FOB  -1.13                    13.23 485.94-1.37     12.29 451.40
Middlesex FOB-1.12-1.07 N/A  N/A      13.24 486.30-1.06     12.60 462.79
PROCESSORS
Hamilton     -0.80-0.75-0.65-0.60     13.56 498.06-0.70     12.96 476.01
Windsor      -0.62-0.62-0.71 N/A      13.74 504.67-0.73     12.93 474.91
Winchester   -0.95                    13.41 492.55-1.15     12.51 459.48
TRANSFER
Hamilton     -0.90 N/A  N/A  N/A      13.46 494.39-0.65     13.01 477.85
Pt. Stanley  -1.35                    13.01 477.85-1.10     12.56 461.32
Sarnia       -0.92                    13.44 493.65-0.73     12.93 474.91
Owen Sound    N/A                                  N/A
Sorel QC     -0.35                    14.01 514.60-0.25     13.41 492.55
Toledo El.   -0.23                    14.13 519.08-0.53     13.13 482.38

Bank of Canada Noon exchange rate was 0.9901 up 0.0018
Chicago wheat closed slightly lower.
MAR11      HI     8.72  3/4             JUL11   HI      9.23  1/2
           LOW        8.46                      LOW        8.97
           CLOSE  8.59   Down 4                 CLOSE   9.12   Down 2 3/4
Minni wheat closed slightly to moderately lower.
MAR11      HI     10.16  1/4            SEP11   HI      10.17  1/4
           LOW    9.90  1/2                     LOW        9.97
           CLOSE  9.98  1/2  Down 11 3/4        CLOSE   10.06  3/4  Down 6 1/2
GFO Cash Wheat Prices - DEL Terminal
Current Crop 10   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.68         -0.28           -0.68         -0.59
CAD $/bu              7.91          8.31            7.91          9.40
CAD $/tonne         290.82        305.38          290.82        345.23

Direct MarkHarvest 2010                 Harvest 2011
           DELIVERED BASIS              DELIVERED BASIS
Location   SWW(C) HRW(C)  SRW(C) HRS(M) SWW(C)  HRW(C)  SRW(C) HRS(M)
ELEVATORS
Brgssvll     N/A   -0.85   -1.15   N/A    N/A    -1.30   -2.15   N/A
London      -0.84  -0.84   -1.18   N/A   -1.29   -1.29   -2.18   N/A
Hensall     -0.70   N/A    -1.10   N/A   -1.20    N/A    -2.15   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -1.95   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    -1.07   N/A    N/A     N/A    -2.08   N/A
Norwich     -0.70   N/A    -1.10   N/A   -1.10    N/A    -2.15   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.70   N/A    -1.10   N/A   -1.10    N/A    -2.15   N/A
Chatham      N/A   -0.85   -1.07   N/A    N/A    -1.25   -2.12   N/A
Brigden      N/A   -0.85   -1.07   N/A    N/A    -1.25   -2.12   N/A
Palmerston   N/A   -0.73   -1.34  -0.72   N/A    -1.23   -2.17  -0.90
Mitchell    -0.70  -0.60   -1.10   N/A   -1.20   -1.15   -2.15   N/A
Thornton     N/A    N/A     N/A   -1.30   N/A     N/A     N/A   -1.79
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   -1.20
TERMINAL
Sarnia      -0.77  -0.27   -0.62   N/A   -1.06   -0.80   -1.71   N/A
Hamilton     N/A    N/A    -0.55   N/A    N/A     N/A    -1.35   N/A
Pt. Stanley  N/A    N/A    -1.00   N/A    N/A     N/A    -1.80   N/A
PROCESSORS
Toledo FM    N/A    0.71   -0.28   N/A    0.19    0.14   -0.65   N/A
Toledo El. 8.31US         8.23CA        8.39US          8.34CA
GFO Contract Wheat Prices - DEL Terminal
Harvest 11        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -1.15         -0.80           -1.70         -1.06
CAD $/bu              7.97          8.32            7.42          9.01
CAD $/tonne         292.87        305.65          272.78        331.12
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
FEED GRAINS
Bayport Wheat             285.00 - 288.00
Bayport Oats              320.00
Bayport Barley            250.00
FOB Hm Soymeal            417.12 - 422.63
DDG's FOB Srn, Wndr, Aylm 200.00 - 220.00


Wednesday 2 February 2011

Commodity
Period
Price  
Weekly Movement

Corn CBOT
Mar. 
6.6925
↑
11 ¼ 
cents

Soybeans CBOT
Mar.
14.540
↑
69 
cents

Wheat CBOT
Mar. 
8.630
↑
6 ½ 
cents

Wheat Minn.
Mar. 
10.1025
↑
34 ¼   
cents

Wheat Kansas
Mar. 
9.5275
↑
11 ¾ 
cents

 
 
 
 
 
 

Canadian $
Mar. 
1.0113
↑
79
points

 
CORN
Corn continued its rally higher this week.  Low projected US ending stocks are
making the trade very nervous.  Failure to confirm significant acreage expansion
or encountering any planting or growing problems whatsoever could send prices
spiking sharply higher to ration demand.  Ethanol usage estimates were higher
this week, meaning stocks could be even tighter than originally expected.  Ocean
freight rates continue to decline on huge new vessel arrivals, making grain more
affordable to transport.
 
SOYBEANS
Soybeans moved higher this week on fears of an extended Argentina dock and
processor workers strike.  Weather has been beneficial in South America which
supports good crop potential in Brazil and Argentina.  Soy has been gaining on
corn in the battle for US plantings this spring as traders see a greater need
for soy acres than corn.  Without a substantial acreage expansion and nearly
ideal growing conditions, US stocks could plunge to demand rationing tightness
next year.
 
 
WHEAT
Wheat traded lower early in the week due to concerns about political unrest in
Egypt, but by Wednesday had made up for any losses.  Egypt is one of the top
importers of wheat and some feared that they would default on purchases as well
as there would be disruptions on shipments through the Suez Canal.  After it was
determined that these fears were not warranted, the wheat market continued its
upward ascent.
Cold weather across the US plains had traders worried about winterkill in those
areas which also was supportive of markets.
The spread between Minneapolis futures contracts and Chicago continues to grow
reaching $1.45/bu on Wednesday.  This increasing spread indicates the premium
available for high protein milling wheat compared to the lower protein soft
red.
Egyptian worries led crude oil and the Canadian dollar higher which continued
to gnaw at basis levels.
 
 
Current contract prices for February 2, 2011 at the close are as follows:
SWWat $291.75 per tonne ($7.94/bu.), SRW at $291.75 per tonne ($7.94/bu.), HRW
at $306.28 per tonne ($8.34/bu.), and HRS at $348.88 per tonne ($9.50/bu.).
 

John Jordan
Editor, AgriLink and Farm Market News
University of Guelph, Ridgetown Campus
Tel. 519-674-1500 x 63577
Fax. 519-674-1530
E-mail: jjordan at ridgetownc.uoguelph.ca
AgriLink website : www.ridgetownc.com/agrilink 

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