[Farmmarketnews] Wednesday Ontario Commodity Report & Ahmed Chilmeran Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Nov 9 16:00:36 EST 2011


 FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Tue, November 8
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.014 down 0.0032
Chicago corn closed slightly to moderately higher.
      DEC11   HI 6.64                         DEC12    HI 6.17
             LOW 6.52                                 LOW 6.10  1/2
            CLOSE6.60  1/2  Up 7 1/4                CLOSE 6.14  1/4  Up 2 1/4
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +DEC11+MAR12+MAR12
CK Low      -0.35                        6.26 246.25 -0.55         5.59 220.17
CK High     -0.30                        6.31 248.22 -0.50         5.64 222.14
CK Avg      -0.32                  -0.39 6.29 247.56 -0.51 -0.62   5.63 221.81
Essex Cty   -0.30                        6.31 248.22 -0.50         5.64 222.14
Mdsx Low    -0.35                        6.26 246.25 -0.50         5.64 222.14
Mdsx High   -0.30                        6.31 248.22 -0.50         5.64 222.14
Mdsx Avg    -0.33                  -0.39 6.28 247.23 -0.50 -0.61   5.64 222.14
Hensall     -0.35                        6.26 246.25 -0.50         5.64 222.14
Bruce       -0.35                        6.26 246.25 -0.50         5.64 222.14
Putnam      -0.35                        6.26 246.25 -0.50         5.64 222.14
Princeton   -0.30                        6.31 248.22 -0.50         5.64 222.14
Durham      -0.40                        6.21 244.28 -0.55         5.59 220.17
Norfolk     -0.30                        6.31 248.22 -0.50         5.64 222.14
Palmerston  -0.35                        6.26 246.25 -0.50         5.64 222.14
Varna       -0.35                        6.26 246.25 -0.50         5.64 222.14
Trenton     -0.40                        6.21 244.28 -0.55         5.59 220.17
Winchester  -0.35                        6.26 246.25 -0.60         5.54 218.20
North Gower -0.33                        6.28 247.04N/A
Huron FOB   -0.35                        6.26 246.25 -0.50         5.64 222.14
Kent FOB    -0.30                        6.31 248.22 -0.50         5.64 222.14
Lamb FOB    -0.30                        6.31 248.22 -0.50         5.64 222.14
Mdsx FOB    -0.30 -0.30 -0.20 -0.15      6.31 248.22 -0.50         5.64 222.14
FOB SW Que  -0.32                        6.29 247.43 -0.25         5.89 231.98
Track        0.03                        6.63 261.01N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                     -0.50         5.64 222.14
Jhnstwn-Eth N/A   -0.25 -0.10 -0.05                  -0.25         5.89 231.98
Aylmer-Eth  -0.25 -0.25 -0.25 -0.20      6.36 250.19  N/A
Sarn-Eth     0.00  0.00  0.05  0.10      6.61 260.03N/A
Cllngwd-Eth -0.15N/A   N/A   N/A         6.46 254.12-0.30*         5.84 230.01
London-Cas  N/A   -0.20 -0.05  0.00                  -0.30         5.84 230.01
Pt.Colb-Cas  0.10 -0.15  0.00  0.05      6.71 263.96 -0.15         5.99 235.91
Cardnl-Cas  N/A   -0.60  0.00  0.05                  -0.25         5.89 231.98
W O Feed     0.18                   0.17 6.79 267.11
US Rep       0.40                   0.39 7.01 275.77
Toledo El.   0.00                        6.61 260.03 -0.54         5.60 220.58
TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.33                        6.28 247.04N/A
Hamilton    -0.05                        6.56258     -0.25         5.89232
MID SD CRN  -0.32   1/2                  6.28
HI SD CRN   -0.30                        6.30 1/2
*Wet Bid

Bank of Canada Noon exchange rate was 1.014 down 0.0032
Chicago soybeans closed slightly higher.
       JAN12   HI 12.17  1/4          NOV12    HI 12.32  1/4
              LOW 11.99  3/4                  LOW 12.17  1/4
             CLOSE12.05   Up 3 1/4          CLOSE 12.23  1/2  Up 5
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR12
CK Low       -0.90                    11.15 409.69-0.93     11.31 415.39
CK High      -0.80                    11.25 413.37-0.85     11.39 418.33
CK Average   -0.83               -0.9511.22 412.39-0.89-1.1111.34 416.73
Essex Cty    -0.86                    11.19 411.16-0.85     11.39 418.33
Mdsx Low     -0.79                    11.26 413.73-0.94     11.30 415.02
Mdsx High    -0.75                    11.30 415.20-0.85     11.39 418.33
Mdsx Average -0.77               -0.9011.28 414.47-0.90-1.1111.34 416.67
Hensall      -0.73                    11.33 416.12-0.83     11.41 419.25
Bruce        -0.75                    11.30 415.20-0.80     11.44 420.16
Putnam       -0.70                    11.35 417.04-0.85     11.39 418.33
Princeton    -0.73                    11.32 415.94-0.88     11.36 417.22
Durham       -0.82                    11.23 412.63-0.97     11.27 413.92
Norfolk      -0.78                    11.27 414.10-0.87     11.37 417.59
Palmerston   -0.70                    11.35 417.04-0.85     11.39 418.33
Varna        -0.70                    11.35 417.04-0.80     11.44 420.16
Trenton      -0.90                    11.15 409.69-1.00     11.24 412.82
Winchester   -0.72                    11.33 416.31-0.82     11.42 419.43
North Gower  -0.31                    11.74 431.37 N/A
Huron FOB    -0.60                    11.45 420.72-0.70     11.54 423.84
Kent FOB     -0.83                    11.22 412.26-0.93     11.31 415.39
Lambton FOB  -0.83                    11.22 412.26-0.93     11.31 415.39
Middlesex FOB-0.63-0.58-0.58 N/A      11.42 419.61-0.73     11.51 422.74
PROCESSORS
Hamilton     -0.25-0.25-0.20-0.25     11.80 433.58-0.35     11.89 436.70
Windsor      -0.53-0.32-0.26-0.31     11.52 423.29-0.62     11.62 426.78
Winchester   -0.60                    11.45 420.72-0.70     11.54 423.84
TRANSFER
Hamilton     -0.30 N/A  N/A  N/A      11.75 431.74-0.35     11.89 436.70
Pt. Stanley  -0.70                    11.35 417.04-0.80     11.44 420.16
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     -0.15                    11.90 437.25-0.05     12.19 447.72
Toledo El.   -0.25                    11.80 433.48-0.59     11.64 427.87

Bank of Canada Noon exchange rate was 1.014 down 0.0032
Chicago wheat closed moderately higher.
DEC11      HI     6.59  1/4             JUL12   HI      7.17  3/4
           LOW    6.36  3/4                     LOW     6.99  1/4
           CLOSE  6.57   Up 18 1/4              CLOSE   7.15  1/4  Up 11 1/4
Minni wheat closed moderately higher to higher.
MAR12      HI     8.85  1/2             SEP12   HI      8.41  1/4
           LOW    8.61  1/4                     LOW     8.10  3/4
           CLOSE  8.80  1/2  Up 16 3/4          CLOSE   8.36   Up 24 1/4
GFO Cash Wheat Prices - DEL Terminal
Current Crop 11   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.13          0.78           -0.13          0.50
CAD $/bu              6.44          7.35            6.44          9.30
CAD $/tonne         236.52        269.93          236.52        341.78

Direct MarkHarvest 2011                 Harvest 2012
           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    0.65   0.00    N/A    N/A     0.50   -0.40   N/A
London      -0.10   0.61   -0.08   N/A    N/A     0.41   -0.45   N/A
Hensall     -0.05   N/A    0.00    N/A    0.00    N/A    -0.40   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.70   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.30
Essex        N/A    N/A    -0.08   N/A    N/A     N/A    -0.45   N/A
Norwich     -0.05   N/A    0.00    N/A    0.00    N/A    -0.40   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.05   N/A    0.00    N/A    0.00    N/A    -0.40   N/A
Chatham      N/A    0.60   0.00    N/A    N/A     0.50   -0.40   N/A
Brigden      N/A    0.60   0.00    N/A    N/A     0.50   -0.40   N/A
Palmerston   N/A    0.80   -0.02  0.62    N/A     0.65   -0.41  0.11
Varna       -0.05   0.75   -0.05   N/A    0.10    0.70   -0.35   N/A
Mitchell    -0.05   0.70   0.00    N/A    0.00    0.70   -0.40   N/A
Thornton     N/A    N/A     N/A   -0.63   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    0.40    N/A    N/A     N/A    -0.10   N/A
Pt. Stanley  N/A    N/A    -0.05   N/A    N/A     N/A    -0.41   N/A
PROCESSORS
Toledo FM  N/A        0.78   0.17N/A        0.23    1.04   0.33N/A
Toledo El. 6.44US         6.51CA        7.12US          7.25CA
GFO Contract Wheat Prices - DEL Terminal
Harvest 12        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.08          0.74           -0.28          0.15
CAD $/bu              7.08          7.89            6.87          8.51
CAD $/tonne         260.01        289.93          252.53        312.65
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
FEED GRAINS
Bayport Wheat             290.00 - 298.00
Bayport Oats              310.00
Bayport Barley            285.00
FOB Hm Soymeal            372.15 - 373.25
DDG's FOB Srn, Wndr, Aylm 223.00 - 240.00


Wednesday November 9, 2011

Commodity
Period
Price  
Weekly Movement - Wednesday to Friday
 
 

 
 
 
 
 
 

Corn CBOT
Dec.
6.560
↑
5.50
cents

Soybeans CBOT
Nov.
11.768
↓
34.75
cents

Wheat CBOT
Dec. 
6.430
↑
12.50
cents

Wheat Minn.
Mar
8.760
↑
6.75
cents

Wheat Kansas
Dec.
7.130
↓
3.75
cents

 
 
 
 
 
 

Canadian $
Dec. 
0.978
↓
22.00
points

 
Greece prepares to name a new prime minister and Italy’s own prime minister;
Silvio Berlusconi announced earlier that he will step down after a budget law
approval passes parliament that assures Italy will adhere to EU’s financial
obligations and requests. This saw financial markets with little change. The
Canadian dollar and its US counterpart pared some losses against the euro amid
hopes of Italy managing its debt crisis.  
CORN
USDA’s monthly crop reports had little change on commodity prices on
Wednesday. USDA lowered its forecast for the US corn crop, cutting the projected
size by 1% to 12.31 billion bushels. US farmers are expected to harvest the
fourth largest US corn crop on record, however the growth is mainly driven by
increased plantings rather than higher yields which are estimated at 146.7
bu/acre. This is the lowest average yield since 2003. 
SOYBEANS
USDA’s monthly crop report indicated little change to soybean prices. The
2011 US soybean crop is now forecast at 3.046 billion bushels, 14 million less
than last month’s estimate and 293 million bushels smaller than the 2010 crop.
Average yield is forecast at 41.3 bushels, 0.2 bushel below the October forecast
and 2.2 bushels below the 2010 average. USDA forecast for Argentina soybean
production was reduced by 37 million bushels, while that of Brazil was increased
by 55 million bushels. Brazil is to overtake the US as the world's top soybean
export, due to supporting weather conditions.
 
 
 
WHEAT
USDA’s world supply and demand estimates slashed the US wheat crop by 8
million bushels leaving consumption estimates unchanged. The season’s average
farm price for the US farmer is in the range of $7.05 to $7.75, compared to
October’s forecast of $7.10 to $7.90. Most of the 2011 winter wheat crop has
already been sold by producers. Wet weather in Ontario has delayed soybean
harvest and also impacted winter wheat acreage to nearly half of what was
planted last year.Ontario farmers planted 460,000 acres of wheat by November
1st, well below estimates of 800,000 acres for this year.
 
Harvest contract prices for November 9, 2011 at close, are as follows:
SWW at $241.58 per tonne ($6.57/bu.), SRW at $241.58 per tonne ($6.57/bu.), 
HRW at $273.51 per tonne ($7.44 /bu.), and HRS at $347.90 per tonne ($9.47
/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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