[Farmmarketnews] Thursday Ontario Commodity Report & Todd Austin Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Feb 10 15:44:44 EST 2011


 FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, February 10
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9955 up 0.0008
Chicago corn closed steady to slightly higher.
      MAR11   HI 7.04  1/4                    DEC11    HI 6.18  3/4
             LOW 6.94  1/4                            LOW 6.13
            CLOSE6.98  1/2  Up  1/2                 CLOSE 6.14  1/2  Unchanged
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY11+MAY11+JUL11
CK Low      -0.95                        6.04 237.59 -0.95         5.20 204.52
CK High     -0.85                        6.14 241.52 -0.95         5.20 204.52
CK Avg      -0.88                  -0.85 6.10 240.21 -0.95 -0.94   5.20 204.52
Essex Cty   -0.90                        6.09 239.56 -0.95         5.20 204.52
Mdsx Low    -0.95                        6.04 237.59 -0.95         5.20 204.52
Mdsx High   -0.85                        6.14 241.52 -0.95         5.20 204.52
Mdsx Avg    -0.90                  -0.87 6.09 239.56 -0.95 -0.94   5.20 204.52
Hensall     -0.88                        6.11 240.54 -0.95         5.20 204.52
Bruce       -0.90                        6.09 239.56 -0.95         5.20 204.52
Putnam      -0.90                        6.09 239.56 -0.95         5.20 204.52
Princeton   -0.90                        6.09 239.56 -0.95         5.20 204.52
Durham      -1.00                        5.99 235.62 -1.00         5.15 202.55
Norfolk     -0.85                        6.14 241.52 -0.95         5.20 204.52
Trenton     -0.95                        6.04 237.59 -0.95         5.20 204.52
Winchester  -0.80                        6.19 243.49 -0.75         5.40 212.39
North Gower -0.96                        6.03 237.19 -1.01         5.14 202.16
Huron FOB   -0.90                        6.09 239.56 -0.93         5.22 205.31
Kent FOB    -0.85                        6.14 241.52 -0.95         5.20 204.52
Lamb FOB    -0.85                        6.14 241.52 -0.95         5.20 204.52
Mdsx FOB    -0.95 -0.90 -0.95N/A         6.04 237.59 -0.95         5.20 204.52
FOB SW Que  -0.70                        6.29 247.43 -0.65         5.50 216.33
Track       -0.50                        6.49 255.30N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                     -0.70         5.45 214.36
Jhnstwn-Eth N/A  N/A   N/A   N/A                     -0.35         5.80 228.14
Aylmer-Eth  N/A   -0.95 -0.85N/A                    N/A
Sarn-Eth    -0.70 -0.70 -0.70 -0.55      6.29 247.43N/A
Cllngwd-Eth -0.70N/A   N/A   N/A         6.29 247.43-0.80*         5.35 210.42
Kwrth-Eth   N/A  N/A   N/A   N/A                    N/A
London-Cas  N/A  N/A    -0.65 -0.65                  -0.55         5.60 220.27
Pt.Colb-Cas N/A  N/A   N/A   N/A                     -0.50         5.65 222.23
Cardnl-Cas  N/A  N/A   N/A   N/A                     -0.45         5.70 224.20
W O Feed    -0.54                  -0.54 6.45 253.73
US Rep       0.15                   0.15 7.14 280.89
Toledo El.  -0.12                        6.87 270.28 -0.47         5.68 223.44
TRANSFER
Sarnia      -0.90                        6.09 239.56 -0.95         5.20 204.52
Pt. Stanley -0.98                        6.01 236.41 -1.04         5.11201
Hamilton    N/A                                      -0.84         5.31208 6/7
MID SD CRN  -0.90 1                      6.08 1/2
HI SD CRN   -0.85                        6.13 1/2
*Wet Bid

Bank of Canada Noon exchange rate was 0.9955 up 0.0008
Chicago soybeans closed slightly to moderately lower.
       MAR11   HI 14.55               NOV11    HI 14.02  3/4
              LOW 14.3                        LOW 13.84
             CLOSE14.33   Down 18           CLOSE 13.85  1/2  Down 11 1/2
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+MAY1+JUL11
CK Low       -1.12                    13.21 485.38-1.35     12.51 459.48
CK High      -1.05                    13.28 487.96-1.22     12.64 464.26
CK Average   -1.08               -1.0213.25 486.93-1.30-1.2812.56 461.39
Essex Cty    -0.98                    13.35 490.53-1.17     12.69 466.09
Mdsx Low     -1.08                    13.25 486.85-1.35     12.51 459.48
Mdsx High    -1.02                    13.31 489.06-1.27     12.59 462.42
Mdsx Average -1.05               -0.9913.28 487.96-1.31-1.2912.55 460.95
Hensall      -1.10                    13.23 486.12-1.38     12.48 458.56
Bruce        -1.05                    13.28 487.96-1.35     12.51 459.48
Putnam       -1.05                    13.28 487.96-1.40     12.46 457.64
Princeton    -1.01                    13.32 489.43-1.17     12.69 466.09
Durham       -1.18                    13.15 483.18-1.29     12.57 461.68
Norfolk      -0.99                    13.34 490.16-1.19     12.67 465.36
Trenton      -1.30                    13.03 478.77-1.20     12.66 464.99
Winchester   -1.07                    13.26 487.22-1.06     12.80 470.14
North Gower  -0.70                    13.63 500.82-0.70     13.16 483.36
Huron FOB    -1.00                    13.33 489.79-1.30     12.56 461.32
Kent FOB     -1.04                    13.29 488.32-1.25     12.61 463.15
Lambton FOB  -1.04                    13.29 488.32-1.25     12.61 463.15
Middlesex FOB-0.99-0.94-0.89 N/A      13.34 490.16-0.98     12.88 473.08
PROCESSORS
Hamilton     -0.70-0.65-0.55-0.50     13.63 500.82-0.60     13.26 487.04
Windsor      -0.50-0.50-0.58-0.57     13.83 508.17-0.71     13.15 483.00
Winchester   -0.97                    13.36 490.90-0.96     12.90 473.81
TRANSFER
Hamilton     -0.85 N/A  N/A  N/A      13.48 495.31-0.65     13.21 485.20
Pt. Stanley  -1.30                    13.03 478.77-1.10     12.76 468.67
Sarnia       -0.73                    13.60 499.71-0.66     13.20 484.83
Owen Sound    N/A                                  N/A
Sorel QC     -0.21                    14.12 518.82-0.25     13.61 499.90
Toledo El.   -0.23                    14.10 518.12-0.53     13.33 489.64

Bank of Canada Noon exchange rate was 0.9955 up 0.0008
Chicago wheat closed lower.
MAR11      HI         8.86              JUL11   HI      9.44  1/4
           LOW    8.61  1/4                     LOW     9.19  3/4
           CLOSE  8.62  3/4  Down 23 1/4        CLOSE   9.21   Down 23 3/4
Minni wheat closed moderately lower.
MAR11      HI     10.31  3/4            SEP11   HI        10.47
           LOW    10.12  1/2                    LOW       10.30
           CLOSE  10.14  3/4  Down 12 1/4       CLOSE   10.30   Down 12 3/4
GFO Cash Wheat Prices - DEL Terminal
Current Crop 10   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.63         -0.23           -0.63         -0.54
CAD $/bu              7.99          8.39            7.99          9.61
CAD $/tonne         293.76        308.39          293.76        353.04

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      -0.79  -0.79   -1.14   N/A   -1.22   -1.22   -2.11   N/A
Hensall     -0.70   N/A    -1.05   N/A   -1.20    N/A    -2.15   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -2.00   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -1.30
Essex        N/A    N/A    -1.13   N/A    N/A     N/A    -2.24   N/A
Norwich     -0.70   N/A    -1.05   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    -1.05   N/A   -1.10    N/A    -2.15   N/A
Chatham      N/A   -0.70   -1.02   N/A    N/A    -1.25   -2.12   N/A
Brigden      N/A   -0.70   -1.02   N/A    N/A    -1.25   -2.12   N/A
Palmerston   N/A   -0.81   -1.42  -0.83   N/A    -1.31   -2.35  -1.01
Mitchell    -0.70  -0.60   -1.05   N/A   -1.20   -1.25   -2.15   N/A
Thornton     N/A    N/A     N/A   -1.38   N/A     N/A     N/A   -1.86
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   -1.20
TERMINAL
Sarnia      -0.80  -0.25   -0.62   N/A   -1.10   -0.85   -1.75   N/A
Hamilton     N/A    N/A    -0.50   N/A    N/A     N/A    -1.30   N/A
Pt. Stanley  N/A    N/A    -0.95   N/A    N/A     N/A    -1.75   N/A
PROCESSORS
Toledo FM    N/A    0.76   -0.23   N/A    0.23    0.18   -0.61   N/A
Toledo El. 8.40US         8.36CA        8.48US          8.47CA
GFO Contract Wheat Prices - DEL Terminal
Harvest 11        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -1.11         -0.76           -1.66         -1.01
CAD $/bu              8.10          8.45            7.55          9.29
CAD $/tonne         297.52        310.36          277.34        341.17
(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            411.72 - 417.23
DDG's FOB Srn, Wndr, Aylm 190.00 - 215.00


Wednesday 9 February 2011

Commodity
Period
Price  
Weekly Movement

Corn CBOT
Mar. 
6.980
↑
28 ¾ 
cents

Soybeans CBOT
Mar.
14.510
↑
7 
cents

Wheat CBOT
Mar. 
8.860
↑
23 
cents

Wheat Minn.
Mar. 
10.270
↑
16 ¾   
cents

Wheat Kansas
Mar. 
9.880
↑
35 ¼ 
cents

 
 
 
 
 
 

Canadian $
Mar. 
1.0045
↓
68
points

 
CORN
U.S. stockpiles of corn before the next harvest will be 9.4 percent smaller
than estimated last month. This is a larger than expected drop due to an
increase in demand, including an increase in ethanol production. The surplus
will be 675 million bushels, down from 745 million forecast in January and less
than 1.708 billion on hand a year earlier, the U.S. Department of Agriculture
said Wednesday in a report. Corn prices have jumped 89 percent in the past
year.
The USDA estimated world production in the 2010-2011 season, which began Oct.
1, at 814.26 million metric tons, down from 816.01 million forecast in January
because of dry weather in Argentina. That compares with a record 812.34 million
tons harvested last season. World inventories before next year’s harvest will
total 122.51 million tons, down from 127 million estimated in January and from
145.16 million last year.
 
 
SOYBEANS
Both soybean meal and soybean oil consumption slowed in December.  Soybean meal
exports and export sales are currently running well behind the pace projected by
the USDA.  Soybean oil exports and sales are stronger than projected, but
domestic use of soybean oil for biodiesel production is down sharply. 
 
The USDA projects the 2010-11 marketing year crush at 1.655 billion bushels, 97
million bushels (5.5 percent) smaller than the crush of a year earlier. Soybean
exports during the current marketing year will total 1.59 billion bushels, 89
million more than exported last year.
 
 
WHEAT
Wheat markets were supported this week by strong and urgent demand from several
countries in the Middle East and Northern Africa, including Jordan, Algeria and
Egypt.  The political unrest in the area is pressuring governments to stock up
on food to satisfy the people and provide stability, even though prices are
high.  A lower US dollar index has allowed some of these large purchases to be
slightly more affordable.  
 
The USDA report on Feb 9 was fairly neutral for wheat as US ending stocks were
unchanged at 818 million bushels, but wheat still moved higher on spillover
support from the corn market.  Dry areas in the US Midwest did receive some snow
cover this week which should ease some production concerns.  Global wheat
supplies were revised down slightly on dryness in the Ukraine. 
 
Current contract prices for February 9, 2011 at the close are as follows:
SWWat $302.11 per tonne ($8.22/bu.), SRW at $302.11 per tonne ($8.22/bu.), HRW
at $316.74 per tonne ($8.62/bu.), and HRS at $357.34 per tonne ($9.73/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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