[Farmmarketnews] Thursday Ontario Commodity Report & Ahmed Chilmeran GFO Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Sep 15 15:53:11 EDT 2011


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, September 15
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9869 down 0.0044
Chicago corn closed sharply lower.
      DEC11   HI 7.25                         DEC11    HI 7.25
             LOW 7.00  1/4                            LOW 7.00  1/4
            CLOSE7.01   Down 23 1/4                 CLOSE 7.01   Down 23 1/4
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +DEC11+DEC11+MAR12
CK Low       0.15                        7.16 281.88 -0.55         6.46 254.32
CK High      0.20                        7.21 283.85 -0.55         6.46 254.32
CK Avg       0.18                   0.28 7.19 283.19 -0.55 -0.46   6.46 254.32
Essex Cty    0.20                        7.21 283.85 -0.55         6.46 254.32
Mdsx Low     0.15                        7.16 281.88 -0.55         6.46 254.32
Mdsx High    0.20                        7.21 283.85 -0.55         6.46 254.32
Mdsx Avg     0.18                   0.28 7.19 283.19 -0.55 -0.46   6.46 254.32
Hensall      0.18                        7.19 282.86 -0.55         6.46 254.32
Bruce        0.20                        7.21 283.85 -0.50         6.51 256.29
Putnam       0.20                        7.21 283.85 -0.50         6.51 256.29
Princeton    0.20                        7.21 283.85 -0.55         6.46 254.32
Durham       0.15                        7.16 281.88 -0.60         6.41 252.35
Norfolk      0.20                        7.21 283.85 -0.55         6.46 254.32
Palmerston  N/A                                      -0.50         6.51 256.29
Varna        0.10                        7.11 279.91 -0.55         6.46 254.32
Trenton      0.10                        7.11 279.91 -0.55         6.46 254.32
Winchester   0.25                        7.26 285.81 -0.50         6.51 256.29
North Gower  0.30                        7.31 287.78 -0.50         6.51 256.29
Huron FOB    0.15                        7.16 281.88 -0.55         6.46 254.32
Kent FOB     0.20                        7.21 283.85 -0.55         6.46 254.32
Lamb FOB     0.20                        7.21 283.85 -0.55         6.46 254.32
Mdsx FOB     0.15N/A   N/A    -0.55      7.16 281.88 -0.55         6.46 254.32
FOB SW Que   0.70                        7.71 303.53 -0.50         6.51 256.29
Track        0.58                        7.59 298.61N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth  0.55  0.75 -0.45 -0.60      7.56 297.62 -0.45         6.56 258.26
Aylmer-Eth   0.00  0.05 -0.40 -0.40      7.01 275.97 -0.40         6.61 260.22
Sarn-Eth    N/A  N/A   N/A    -0.30                  -0.30         6.71 264.16
Cllngwd-Eth N/A  N/A   N/A   N/A                    -0.20*         6.81 268.10
London-Cas  N/A  N/A   N/A    -0.50                 N/A
Pt.Colb-Cas N/A  N/A   N/A    -0.45                 N/A
Cardnl-Cas  N/A   -0.45N/A    -0.70                 N/A
W O Feed     0.61                   0.62 7.62 299.99
US Rep       0.75                   0.76 7.76 305.50
Toledo El.   0.07                        7.08 278.69 -0.24         6.77 266.64
TRANSFER
Sarnia       0.20                        7.21 283.85 -0.55         6.46254 1/3
Pt. Stanley N/A                                      -0.60         6.41252 1/3
Hamilton    N/A                                      -0.55         6.46254 1/3
MID SD CRN                                           -0.55         6.46
HI SD CRN                                            -0.55         6.46
*Wet Bid

Bank of Canada Noon exchange rate was 0.9869 down 0.0044
Chicago soybeans closed lower.
       NOV11   HI 13.87               NOV11    HI 13.87
              LOW 13.56  1/2                  LOW 13.56  1/2
             CLOSE13.58  3/4  Down 24       CLOSE 13.58  3/4  Down 24
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +NOV1+NOV1+JAN12
CK Low       -1.20                    12.39 455.16-1.20     12.39 455.16
CK High      -0.95                    12.64 464.35-1.15     12.44 457.00
CK Average   -1.14               -0.9412.45 457.55-1.19-1.0212.40 455.71
Essex Cty    -1.06                    12.53 460.31-1.06     12.53 460.31
Mdsx Low     -1.25                    12.34 453.33-1.25     12.34 453.33
Mdsx High    -1.10                    12.49 458.84-1.10     12.49 458.84
Mdsx Average -1.18               -0.9912.40 455.78-1.18-1.0212.40 455.78
Hensall      -1.20                    12.39 455.16-1.20     12.39 455.16
Bruce        -1.20                    12.39 455.16-1.20     12.39 455.16
Putnam       -1.10                    12.49 458.84-1.10     12.49 458.84
Princeton    -1.05                    12.54 460.67-1.05     12.54 460.67
Durham       -1.25                    12.34 453.33-1.25     12.34 453.33
Norfolk      -1.14                    12.45 457.37-1.14     12.45 457.37
Palmerston    N/A                                 -1.15     12.44 457.00
Varna        -1.20                    12.39 455.16-1.20     12.39 455.16
Trenton       N/A                                 -1.20     12.39 455.16
Winchester   -1.10                    12.49 458.84-1.10     12.49 458.84
North Gower   N/A                                 -0.95     12.64 464.35
Huron FOB    -1.10                    12.49 458.84-1.10     12.49 458.84
Kent FOB     -1.19                    12.40 455.53-1.19     12.40 455.53
Lambton FOB  -1.19                    12.40 455.53-1.19     12.40 455.53
Middlesex FOB-1.00 N/A  N/A  N/A      12.59 462.51-1.00     12.59 462.51
PROCESSORS
Hamilton     -0.65-0.65-0.65-0.50     12.94 475.37-0.65     12.94 475.37
Windsor      -0.34-0.88-0.71-0.58     13.25 486.76-0.88     12.71 466.92
Winchester   -1.00                    12.59 462.51-1.00     12.59 462.51
TRANSFER
Hamilton      N/A  N/A  N/A  N/A                  -0.75     12.84 471.70
Pt. Stanley   N/A                                 -1.15     12.44 457.00
Sarnia       -0.72                    12.87 472.80-0.72     12.87 472.80
Owen Sound    N/A                                  N/A
Sorel QC     -0.55                    13.04 479.05-0.55     13.04 479.05
Toledo El.   -0.52                    13.06 480.05-0.52     13.06 480.02

Bank of Canada Noon exchange rate was 0.9869 down 0.0044
Chicago wheat closed slightly lower.
DEC11      HI     7.05  3/4             JUL12   HI         7.62
           LOW        6.86                      LOW     7.47  1/4
           CLOSE  6.96   Down 8 1/2             CLOSE   7.58  1/2  Down 3 1/4
Minni wheat closed slightly higher.
DEC11      HI     8.71  3/4             SEP12   HI      8.47  1/4
           LOW    8.52  3/4                     LOW        8.36
           CLOSE  8.71   Up 6 1/4               CLOSE   8.47  1/4  Up  1/4
GFO Cash Wheat Prices - DEL Terminal
Current Crop 11   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.64          0.25           -0.64         -0.22
CAD $/bu              6.32          7.21            6.32          8.49
CAD $/tonne         232.23        264.84          232.23        311.93

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   -0.20   -0.95   N/A    N/A    -0.45   -1.25   N/A
London      -0.89  -0.25   -0.99   N/A   -1.10   -0.46   -1.30   N/A
Hensall     -0.85   N/A    -0.95   N/A   -0.50    N/A    -1.25   N/A
Trenton      N/A    N/A    -1.25   N/A    N/A     N/A    -1.50   N/A
Winchester   N/A    N/A     N/A   -1.00   N/A     N/A     N/A    N/A
Essex        N/A    N/A    -0.94   N/A    N/A     N/A    -1.20   N/A
Norwich     -0.75   N/A    -0.95   N/A   -0.50    N/A    -1.25   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.85   N/A    -0.95   N/A   -0.50    N/A    -1.25   N/A
Chatham      N/A   -0.20   -0.94   N/A    N/A    -0.47   -1.29   N/A
Brigden      N/A   -0.20   -0.94   N/A    N/A    -0.47   -1.29   N/A
Palmerston   N/A    0.02   -0.81  -0.30   N/A    -0.19   -1.08  -0.40
Varna       -0.90  -0.20   -0.95   N/A   -0.50   -0.30   -1.20   N/A
Mitchell    -0.85  -0.10   -0.80   N/A   -0.50   -0.20   -1.10   N/A
Thornton     N/A    N/A     N/A   -0.83   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.50   N/A     N/A     N/A    N/A
TERMINAL
Sarnia      -0.53   0.12   -0.63   N/A   -0.36   -0.06   -0.95   N/A
Hamilton     N/A    N/A    -0.55   N/A    N/A     N/A    -0.73   N/A
Pt. Stanley  N/A    N/A    -1.00   N/A    N/A     N/A     N/A    N/A
PROCESSORS
Toledo FM  N/A        0.40  -0.34N/A        0.01N/A       -0.29N/A
Toledo El. 6.63US         6.54CA        7.31US          7.21CA
GFO Contract Wheat Prices - DEL Terminal
Harvest 12        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.49          0.10           -0.88         -0.50
CAD $/bu              7.10          7.69            6.70          7.97
CAD $/tonne         260.74        282.52          246.23        292.95
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
FEED GRAINS
Bayport Wheat             305.00 - 315.00
Bayport Oats              320.00
Bayport Barley            280.00
FOB Hm Soymeal            404.11
DDG's FOB Srn, Wndr, Aylm 220.00 - 255.00
 
 
 

Wednesday September 14, 2011

Commodity
Period
Price  
Weekly Movement
 
 

 
 
 

Corn CBOT
Dec.
7.243
↓
23.75
cents

Soybeans CBOT
Nov.
13.828
↓
38.00
cents

Wheat CBOT
Dec. 
7.045
↓
47.00
cents

Wheat Minn.
Dec.
8.648
↓
81.75
cents

Wheat Kansas
Dec.
8.025
↓
92.50
cents

 
 
 
 
 
 

Canadian $
Dec. 
1.008
↓
41.00
points

 
Amidst talks of debt default likelihood in Greece, and Italy paying record
interest rate to sell its bonds on Tuesday as it raced to calm market fears that
could trigger a crisis in the rest of the euro-zone, Canada’s big banks
continued to issue warnings of slowing economic growth. TD Economics news
release on Tuesday suggests that The U.S. economy can continue to expand at a
meager pace, though it has very little in the way of cushioning future shocks.
CORN
USDA report set production to just under 12.5 billion bushels of corn, which is
under its August forecast by more than 400M bushels. Average yield was also
lowered by approximately 5 bushels/acre to just over 148 bushels/acre. Following
the USDA report corn demand dropped on declining ethanol producers and makers of
livestock feeds seeking cheaper substitutes. However, this year’s corn crop
would remain bigger than last years and the third largest on record according to
the recent USDA report.
SOYBEANS
Soybeans for November delivery, the most actively traded contract, dropped 9
cents, or 0.6%, to $13.82 ¾ a bushel. Prices were pressured by projections for
farmers to harvest more soybeans than previously expected. The market slipped
since the USDA report on Monday unexpectedly raised its outlook for output and
inventories forecast to 3.085 billion bushels, above trade estimates for 3.032
billion bushels and up from its August estimate of 3.056 billion bushels, due to
higher yields which are now set to an average of 41.8 bushels/acre.
WHEAT
Wheat futures closed lower in response to USDA’s increased estimates for
global wheat inventories. USDA raised outlook by 5.7M tonnes to 194.6M tonnes
for world wheat inventories for 2011-12. This included a 3% increase in August
for Canada and Europe. The report cut US export projections to balance the
anticipated increase in global competition by 75M bushels. Prices will likely
continue to feel market pressure later this year as Australia; the world’s
fourth largest exporter of wheat is forecasting a strong output. CBOT wheat for
December fell 1.8% to $7.16 ¾ a bushel for December delivery. 
 
Harvest contract prices for September 14, 2011 at the close of the market, are
as follows:
SWW at $236.72 per tonne ($6.44 /bu.), SRW at $236.72 per tonne ($6.44 /bu.),
HRW at $269.52 per tonne ($7.34 /bu.), and HRS at $311.52 per tonne ($8.48
/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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