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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Apr 18 16:26:45 EDT 2012


       FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, April 18
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9902 up 0.0024
Chicago corn closed slightly lower to lower.
      MAY12   HI 6.18  1/4                    DEC12    HI 5.33
             LOW 5.99  1/2                            LOW 5.25  1/4
            CLOSE6.01  3/4  Down 15                 CLOSE 5.28  3/4  Down 1
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY12+JUL12+SEP12
CK Low      -0.55                        5.47 215.25 -0.75         4.54 178.63
CK High     -0.50                        5.52 217.21 -0.70         4.59 180.60
CK Avg      -0.54                  -0.50 5.48 215.57 -0.74 -0.70   4.55 178.96
Essex Cty   -0.65                        5.37 211.31 -0.80         4.49 176.67
Mdsx Low    -0.55                        5.47 215.25 -0.75         4.54 178.63
Mdsx High   -0.55                        5.47 215.25 -0.75         4.54 178.63
Mdsx Avg    -0.55                  -0.51 5.47 215.25 -0.75 -0.71   4.54 178.63
Hensall     -0.55                        5.47 215.25 -0.75         4.54 178.63
Bruce       -0.55                        5.47 215.25 -0.75         4.54 178.63
Putnam      -0.55                        5.47 215.25 -0.75         4.54 178.63
Burford     -0.55                        5.47 215.25 -0.75         4.54 178.63
Port Perry  -0.55                        5.47 215.25 -0.75         4.54 178.63
Norfolk     -0.55                        5.47 215.25 -0.75         4.54 178.63
Palmerston  -0.55                        5.47 215.25 -0.75         4.54 178.63
Varna       -0.55                        5.47 215.25 -0.75         4.54 178.63
Trenton     -0.35                        5.67 223.12 -0.75         4.54 178.63
Winchester  -0.20                        5.82 229.02 -0.65         4.64 182.57
North Gower -0.35                        5.67 223.12 -0.71         4.58 180.21
Huron FOB   -0.50                        5.52 217.21 -0.70         4.59 180.60
Kent FOB    -0.55                        5.47 215.25 -0.75         4.54 178.63
Lamb FOB    -0.55                        5.47 215.25 -0.75         4.54 178.63
Mdsx FOB    -0.50 -0.30 -0.25N/A         5.52 217.21 -0.75         4.54 178.63
FOB SW Que   0.05                        6.07 238.87 -0.35         4.94 194.38
Track       -0.15                        5.87 230.99N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                     -0.60         4.69 184.54
Jhnstwn-Eth N/A  N/A   N/A   N/A                     -0.50         4.79 188.48
Aylmer-Eth  N/A   -0.40 -0.35  0.30                  -0.60         4.69 184.54
Sarn-Eth    N/A   -0.25 -0.25  0.50                 N/A
Cllngwd-Eth N/A   -0.10 -0.25N/A                    -0.30*         4.99 196.35
London-Cas  N/A  N/A   N/A     0.55                  -0.50         4.79 188.48
Pt.Colb-Cas N/A  N/A   N/A     0.60                  -0.45         4.84 190.44
Cardnl-Cas  N/A  N/A     0.15  0.60                  -0.45         4.84 190.44
W O Feed    -0.03                  -0.02 5.99 235.72
US Rep       0.65                   0.66 6.67 262.49
Toledo El.   0.09                        6.11 240.42 -0.33         4.96 195.26
TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    -0.25                        5.77227     -0.47         4.82189 2/3
MID SD CRN
HI SD CRN
*Wet Bid

Bank of Canada Noon exchange rate was 0.9902 up 0.0024
Chicago soybeans closed moderately lower.
       MAY12   HI 14.34               NOV12    HI 13.62  1/2
              LOW 14.03  3/4                  LOW 13.32
             CLOSE14.07  3/4  Down 18       CLOSE 13.37  3/4  Down 17 3/4
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+JUL1+JUL12
CK Low       -1.00                    13.08 480.52-1.02     12.36 454.06
CK High      -0.95                    13.13 482.35-0.95     12.43 456.63
CK Average   -0.97               -0.8613.11 481.80-0.99-0.9012.38 455.04
Essex Cty    -0.75                    13.33 489.70-0.78     12.60 462.88
Mdsx Low     -0.97                    13.11 481.62-1.00     12.38 454.80
Mdsx High    -0.95                    13.13 482.35-0.96     12.42 456.27
Mdsx Average -0.96               -0.8613.12 481.99-0.98-0.8812.40 455.53
Hensall      -0.95                    13.13 482.35-1.00     12.38 454.80
Bruce        -0.95                    13.13 482.35-1.00     12.38 454.80
Putnam       -0.95                    13.13 482.35-1.00     12.38 454.80
Burford      -0.94                    13.14 482.72-0.93     12.45 457.37
Port Perry   -1.00                    13.08 480.52-0.99     12.39 455.16
Norfolk      -0.93                    13.15 483.09-0.97     12.41 455.90
Palmerston   -0.90                    13.18 484.19-0.95     12.43 456.63
Varna        -0.85                    13.23 486.03-0.90     12.48 458.47
Trenton      -1.05                    13.03 478.68-0.95     12.43 456.63
Winchester   -0.99                    13.09 480.88-0.88     12.50 459.20
North Gower  -0.99                    13.09 480.88-0.78     12.60 462.88
Huron FOB    -0.85                    13.23 486.03-0.90     12.48 458.47
Kent FOB     -0.97                    13.11 481.62-1.02     12.36 454.06
Lambton FOB  -0.97                    13.11 481.62-1.02     12.36 454.06
Middlesex FOB-0.77-0.77-0.75-0.72     13.31 488.97-0.77     12.61 463.25
PROCESSORS
Hamilton     -0.45-0.40-0.40-0.35     13.63 500.72-0.65     12.73 467.66
Windsor      -0.52-0.52-0.47-0.44     13.56 498.15-0.56     12.82 470.96
Winchester   -0.80                    13.28 487.86-0.69     12.69 466.19
TRANSFER
Hamilton     -0.35 N/A  N/A  N/A      13.73 504.40-0.35     13.03 478.68
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     -0.30                    13.78 506.24-0.35     13.03 478.68
Toledo El.   -0.22                    13.86 509.24-0.33     13.05 479.50

Bank of Canada Noon exchange rate was 0.9902 up 0.0024
Chicago wheat closed slightly lower.
MAY12      HI     6.18  3/4             JUL12   HI      6.23  1/4
           LOW    6.04  1/4                     LOW     6.09  1/4
           CLOSE  6.10  3/4  Down 4 3/4         CLOSE   6.15  3/4  Down 4 1/2
Minni wheat closed slightly lower.
JUL12      HI     8.07  1/2             SEP12   HI      7.96  1/2
           LOW        7.95                      LOW        7.85
           CLOSE  8.03   Down 4 3/4             CLOSE   7.90  3/4  Down 6 1/2
GFO Cash Wheat Prices - DEL Terminal
Current Crop 11   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.14          0.60           -0.04         -0.56
CAD $/bu              5.96          6.71            6.06          7.47
CAD $/tonne         219.12        246.47          222.76        274.65

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    N/A    -0.55   N/A    N/A     0.10   -0.50   N/A
London      -0.40   0.25   -0.45   N/A   -0.05    0.20   -0.54   N/A
Hensall     -0.45   N/A    -0.50   N/A    0.05    N/A    -0.50   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.55   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   0.10
Essex        N/A    N/A    -0.44   N/A    N/A     N/A    -0.53   N/A
Norwich     -0.45   N/A    -0.50   N/A    0.05    N/A    -0.50   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.45   N/A    -0.50   N/A    0.05    N/A    -0.50   N/A
Chatham      N/A    N/A     N/A    N/A    N/A     0.12   -0.64   N/A
Brigden      N/A    N/A     N/A    N/A    N/A     0.12   -0.64   N/A
Palmerston   N/A    0.25   -0.55  -0.27   N/A     0.25   -0.55  -0.72
Varna       0.10    0.40   -0.40   N/A    0.10    0.40   -0.45   N/A
Mitchell    -0.40  -0.05   -0.50   N/A    0.05    0.35   -0.50   N/A
Thornton     N/A    N/A     N/A   -1.18   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.54
TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -0.05   N/A    N/A     N/A    -0.10   N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
PROCESSORS
Toledo FM  N/A    N/A        0.15N/A        0.50    0.95   0.30N/A
Toledo El. 6.15US         6.10CA        6.23US          6.18CA
GFO Contract Wheat Prices - DEL Terminal
Harvest 12        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.10          0.65           -0.14         -0.50
CAD $/bu              6.26          6.81            6.01          7.40
CAD $/tonne         230.06        250.12          220.94        272.00
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
FEED GRAINS
Bayport Wheat             310.00
Bayport Oats              325.00
Bayport Barley            305.00
FOB Hm Soymeal            448.54 - 455.15
DDG's FOB Srn, Wndr, Aylm 200.00 - 240.00
     

Wednesday April 18, 2012 

Commodity
Period
Price  
Weekly Movement - Wednesday to Friday
 
 

 
 
 
 
 
 

Corn CBOT
May
6.0175
↓
56.50
cents

Soybeans CBOT
May
14.0750
↓
9.25
cents

Wheat CBOT
May
6.1075
↓
47.25
cents

Wheat Minn.
July
8.0300
↓
42.50
cents

Wheat Kansas
May
6.2600
↓
64.00
cents

 
 
 
 
 
 

Canadian $
June
1.0076
↓
2.00
points

 
The IMF cautioned Wednesday that EU banks are under pressure to cut capital
sharply on lending over the next two years slowing economic growth. The
anticipated credit crunch is expected to cause the EU to suffer a mild dip this
year and barely grow in 2013 according to the IMF. The Canadian economy has felt
the pressure of rising global oil prices. Canada is typically a net exporter of
oil; however Canadian crude prices haven’t kept up with the global trend due
to saturation in the US market. This in turn drove down the price of Canadian
crude according to the Bank of Canada while simultaneously raising the cost of
production for Canadian firms as more crude imports flow to the economy putting
upward pressure on pump gas prices. About half of the gasoline imported to
Canada is priced off Brent crude, which is considered to be the global
benchmark. The TSX was slightly lower as commodity prices retraced some of the
strong gains from the previous session.
CORN
Corn fell in Chicago following record planting in the upper Midwest. With no
crop insurance restrictions to hold them back, farmers in Illinois helped set a
record for corn planting last week. Some farmers are finding it difficult to
locate enough seed. Farmers are planting what is expected to be one of the
biggest corn crops in decades according to the USDA. The crop is estimated at
nearly 96 million acres, up 4% from last year and the highest level since 1937.
SOYBEANS
Soybean fell in Chicago after some gain on Tuesday.Iran's state feed agency is
tendering to buy corn and soybean meal needed to feed the country's large
livestock. Private financing is tightening due to Western sanction and importers
are struggling with trade. A purchase tender of 150,000 tons of corn and 100,000
tons of soybean meal grain will be shipment within the next few weeks. The
University of Arkansas developed a new edamame variety of soybean. This may
prove to be lucrative as it is intended for export to the Asian market.
WHEAT
Wheat fell in Chicago for the fourth straight session on pressure from a firm
US dollar and plentiful global supplies. This prompted a wave of short selling
that caused the market to pare its losses. Iran's state grains buyer bought
55,000 tonnes of Australian feed wheat to compensate for private sector lending
sanctions. According to the USDA, winter wheat was rated 64% good to excellent
as of April 15, up from 61% a week earlier and 36% a year ago. Spring wheat
planting was 37% complete a record this time of the year.           
Contract prices for April 18th, 2012 at the market close, are as follows:
SWW at $219.08 per tonne ($5.96/bu.), HRW at $246.43 per tonne ($6.71 /bu.),
HRS at $278.25 per tonne ($7.57 /bu.), and SRW at $219.08 per tonne ($5.96
/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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