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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Nov 16 15:58:40 EST 2011


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, November 16
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0206 down 0.0029
Chicago corn closed slightly lower.
 
      DEC11   HI 6.48                         DEC12    HI 5.83
             LOW 6.36  3/4                            LOW 5.75  1/2
            CLOSE6.42  3/4  Down 2 3/4              CLOSE 5.81  1/4  Down 2
1/4
 
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR12+MAR12+MAR12
CK Low      -0.35                        6.08 239.26 -0.55         5.26 207.18
CK High     -0.30                        6.13 241.23 -0.50         5.31 209.14
CK Avg      -0.34                  -0.47 6.09 239.59 -0.51 -0.64   5.30 208.82
Essex Cty   -0.40                        6.03 237.29 -0.60         5.21 205.21
Mdsx Low    -0.35                        6.08 239.26 -0.50         5.31 209.14
Mdsx High   -0.35                        6.08 239.26 -0.50         5.31 209.14
Mdsx Avg    -0.35                  -0.48 6.08 239.26 -0.50 -0.63   5.31 209.14
Hensall     -0.35                        6.08 239.26 -0.50         5.31 209.14
Bruce       -0.35                        6.08 239.26 -0.50         5.31 209.14
Putnam      -0.40                        6.03 237.29 -0.50         5.31 209.14
Princeton   -0.35                        6.08 239.26 -0.50         5.31 209.14
Durham      -0.40                        6.03 237.29 -0.55         5.26 207.18
Norfolk     -0.30                        6.13 241.23 -0.50         5.31 209.14
Palmerston  -0.40                        6.03 237.29 -0.50         5.31 209.14
Varna       -0.35                        6.08 239.26 -0.50         5.31 209.14
Trenton     -0.40                        6.03 237.29 -0.55         5.26 207.18
Winchester  -0.35                        6.08 239.26 -0.60         5.21 205.21
North Gower -0.33                        6.10 240.05N/A
Huron FOB   -0.35                        6.08 239.26 -0.50         5.31 209.14
Kent FOB    -0.30                        6.13 241.23 -0.50         5.31 209.14
Lamb FOB    -0.30                        6.13 241.23 -0.50         5.31 209.14
Mdsx FOB    -0.35 -0.20 -0.15 -0.10      6.08 239.26 -0.50         5.31 209.14
FOB SW Que  -0.30                        6.13 241.23 -0.25         5.56 218.99
Track        0.03                        6.45 254.02N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                     -0.50         5.31 209.14
Jhnstwn-Eth N/A   -0.25 -0.10 -0.05                  -0.25         5.56 218.99
Aylmer-Eth  -0.25 -0.25 -0.25 -0.20      6.18 243.20  N/A
Sarn-Eth    N/A    0.00  0.05  0.10                 N/A
Cllngwd-Eth -0.15N/A   N/A   N/A         6.28 247.13-0.20*         5.61 220.95
London-Cas   0.05 -0.05  0.00  0.00      6.48 255.01 -0.30         5.51 217.02
Pt.Colb-Cas  0.15 -0.15  0.00  0.05      6.58 258.94 -0.25         5.56 218.99
Cardnl-Cas  N/A   -0.40  0.00  0.05                  -0.25         5.56 218.99
W O Feed     0.13                   0.11 6.56 258.16
 
US Rep       0.45                   0.43 6.88 270.76
Toledo El.   0.05                        6.48 255.05 -0.54         5.27 207.48
 
TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.35                        6.08 239.26N/A
Hamilton    -0.05                        6.38251     -0.24         5.57219 3/8
 
MID SD CRN  -0.32   1/2                  6.10 1/4
HI SD CRN   -0.30                        6.12 3/4
*Wet Bid
 

Bank of Canada Noon exchange rate was 1.0206 down 0.0029
Chicago soybeans closed slightly to moderately lower.
 
       JAN12   HI 12.03               NOV12    HI 12.12
              LOW 11.82  3/4                  LOW 11.95
             CLOSE11.87  3/4  Down 12 1/2   CLOSE 12.01  3/4  Down 9 1/2
 
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR12
CK Low       -0.70                    11.18 410.70-0.84     11.18 410.70
CK High      -0.67                    11.21 411.81-0.75     11.27 414.01
CK Average   -0.69               -0.9411.18 410.95-0.79-1.0711.22 412.42
Essex Cty    -0.82                    11.06 406.29-0.86     11.16 409.97
Mdsx Low     -0.65                    11.23 412.54-0.85     11.17 410.34
Mdsx High    -0.65                    11.23 412.54-0.80     11.22 412.17
Mdsx Average -0.65               -0.8911.23 412.54-0.83-1.1011.19 411.25
Hensall      -0.63                    11.25 413.46-0.78     11.24 413.09
Bruce        -0.65                    11.23 412.54-0.80     11.22 412.17
Putnam       -0.75                    11.13 408.87-0.85     11.17 410.34
Princeton    -0.59                    11.29 414.74-0.79     11.23 412.54
Durham       -0.68                    11.20 411.44-0.88     11.14 409.23
Norfolk      -0.62                    11.26 413.64-0.76     11.26 413.64
Palmerston   -0.65                    11.23 412.54-0.75     11.27 414.01
Varna        -0.65                    11.23 412.54-0.75     11.27 414.01
Trenton      -0.80                    11.08 407.03-0.90     11.12 408.50
Winchester   -0.64                    11.24 412.91-0.74     11.28 414.38
North Gower  -0.26                    11.62 426.87 N/A
Huron FOB    -0.50                    11.38 418.05-0.65     11.37 417.68
Kent FOB     -0.67                    11.21 411.81-0.82     11.20 411.44
Lambton FOB  -0.67                    11.21 411.81-0.82     11.20 411.44
Middlesex FOB-0.49-0.46 N/A  N/A      11.39 418.42-0.64     11.38 418.05
 
PROCESSORS
Hamilton     -0.10-0.10-0.05-0.10     11.78 432.75-0.20     11.82 434.22
Windsor      -0.59-0.33-0.27-0.32     11.29 414.74-0.60     11.42 419.52
Winchester   -0.54                    11.34 416.58-0.64     11.38 418.05
 
TRANSFER
Hamilton     -0.25 N/A  N/A  N/A      11.63 427.24-0.30     11.72 430.54
Pt. Stanley  -0.69                    11.19 411.07-0.75     11.27 414.01
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.00                     11.88 436.420.05      12.07 443.40
 
Toledo El.   -0.29                    11.59 425.92-0.59     11.42 419.76
 

Bank of Canada Noon exchange rate was 1.0206 down 0.0029
Chicago wheat closed slightly to moderately lower.
DEC11      HI     6.39  3/4             JUL12   HI         6.83
           LOW        6.15                      LOW     6.67  1/4
           CLOSE  6.16  3/4  Down 16            CLOSE   6.72  1/4  Down 6 1/4
 
Minni wheat closed mixed.
MAR12      HI     8.91  3/4             SEP12   HI      8.16  1/4
           LOW        8.79                      LOW        8.06
           CLOSE  8.90   Up 7 3/4               CLOSE   8.11  3/4  Down 2 3/4
 
GFO Cash Wheat Prices - DEL Terminal
Current Crop 11   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.13          0.99            0.13          0.69
CAD $/bu              6.29          7.16            6.29          9.59
CAD $/tonne         231.29        263.16          231.29        352.51
 

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    0.71   0.11    N/A    N/A     0.56   -0.27   N/A
London      0.00    0.67   0.05    N/A    N/A     0.53   -0.29   N/A
Hensall     0.00    N/A    0.10    N/A    0.00    N/A    -0.30   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    0.01    N/A    N/A     N/A    -0.41   N/A
Norwich     0.00    N/A    0.10    N/A    0.00    N/A    -0.30   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 0.00    N/A    0.10    N/A    0.00    N/A    -0.30   N/A
Chatham      N/A    0.66   0.11    N/A    N/A     0.56   -0.27   N/A
Brigden      N/A    0.66   0.11    N/A    N/A     0.56   -0.27   N/A
Palmerston   N/A    0.88   0.06   0.86    N/A     0.59   -0.24  0.21
Varna       -0.05   0.75   -0.05   N/A    0.10    0.70   -0.35   N/A
Mitchell    0.00    0.75   0.10    N/A    0.00    0.70   -0.30   N/A
Thornton     N/A    N/A     N/A   -0.94   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    -0.20   N/A
Pt. Stanley  N/A    N/A    -0.05   N/A    N/A     N/A    -0.65   N/A
 
PROCESSORS
Toledo FM  N/A        0.94   0.48N/A        0.26    1.08   0.36N/A
 
Toledo El. 6.09US         6.21CA        6.69US          6.85CA
 
GFO Contract Wheat Prices - DEL Terminal
Harvest 12        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.05          0.87           -0.15          0.24
CAD $/bu              6.78          7.59            6.57          8.36
CAD $/tonne         248.96        279.04          241.44        307.04
 
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
 
FEED GRAINS
Bayport Wheat             290.00 - 295.00
Bayport Oats              310.00
Bayport Barley            285.00
FOB Hm Soymeal            362.01 - 363.11
DDG's FOB Srn, Wndr, Aylm 223.00 - 240.00


Wednesday November 16, 2011			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	

 	 	 	 	 	 
Corn CBOT	Dec.	6.428	↑	0.75	cents
Soybeans CBOT	Nov.	11.720	↑	6.00	cents
Wheat CBOT	Dec. 	6.168	↑	3.75	cents
Wheat Minn.	Mar	8.900	↑	16.00	cents
Wheat Kansas	Dec.	6.870	↓	4.00	cents
 	 	 	 	 	 
Canadian $	Dec. 	0.980	↓	63.00	points

Mario Monti, Italy’s new prime minister, unveiled his cabinet on Wednesday
and named himself as finance minister. Meanwhile France and Germany, Europe’s
economic powerhouse, clashed on the role of the European Central Bank (ECB).
With the French seeing investors charging a risk premium to hold French debt
rather than the safe haven 10 year German bonds is unfair and pleaded for more
ECB intervention to buffer markets. In the German’s point of view such
intervention would be against EU rules. TSX market was performing slightly
higher on energy stocks as crude oil surged past the US $100 mark for the first
time in four months, while the Canadian dollar slipped on euro zone contagion
fears.
CORN
Corn prices dropped under pressure after Japan confirmed earlier that it made
its biggest purchase of European grain in at least a decade, seeking a cheaper
alternative to US corn supplies. Japan, the world largest corn importer,
purchased 800,000 MT of corn from Ukraine, after it removed export tax last
month. According to the president of Continental Rice Corp in Japan the
purchases were at prices approximately $20 US a ton cheaper than US corn.
SOYBEANS
Soybean futures rallied earlier this week on speculation that China would be
purchasing US soybeans. This later took place with China purchasing six cargoes,
equivalent to around 500,000 MT of US soybeans. The purchase is partly to
replenish China’s depleted reserves and also due to attractive prices of
commodities on the international market amid concerns over a potential global
economic downturn.



WHEAT
Wheat dropped in Chicago as harvests in Australia and Argentina may add to
global supply and as rains boost yield prospects in parts of the US. According
to the Grain Industry Association of Western Australia, wheat production may
increase to 9.24 million MT, more than the 9.12 million tons expected last
month. Rains in Argentina may also help farmers accelerate planting, easing the
global shortage and pushing prices lower.

Harvest contract prices for November 16, 2011 at close, are as follows:
SWW at $231.26 per tonne ($6.29/bu.), SRW at $231.26 per tonne ($6.29/bu.),
HRW at $263.14 per tonne ($7.16 /bu.), and HRS at $352.47 per tonne ($9.59
/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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