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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Aug 8 16:07:31 EDT 2012


 FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, August 8
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9947 down 0.0017
Chicago corn closed higher.
      SEP12   HI 8.11  3/4                    DEC12    HI 8.17  1/4
             LOW 7.87  3/4                            LOW 7.92  1/2
            CLOSE8.10  3/4  Up 14 3/4               CLOSE 8.16  1/2  Up 16
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +SEP12+DEC12+DEC12
CK Low      -0.30                        7.81 307.37 -0.70         7.47 293.88
CK High     -0.20                        7.91 311.30 -0.60         7.57 297.82
CK Avg      -0.22                  -0.18 7.89 310.65 -0.67 -0.65   7.50 295.20
Essex Cty   -0.30                        7.81 307.37 -0.70         7.47 293.88
Mdsx Low    -0.20                        7.91 311.30 -0.70         7.47 293.88
Mdsx High   -0.20                        7.91 311.30 -0.70         7.47 293.88
Mdsx Avg    -0.20                  -0.16 7.91 311.30 -0.70 -0.68   7.47 293.88
Hensall     -0.20                        7.91 311.30 -0.68         7.49 294.87
Bruce       -0.20                        7.91 311.30 -0.70         7.47 293.88
Putnam      -0.20                        7.91 311.30 -0.70         7.47 293.88
Burford     -0.20                        7.91 311.30 -0.70         7.47 293.88
Port Perry  -0.20                        7.91 311.30 -0.90         7.27 286.01
Norfolk     -0.20                        7.91 311.30 -0.70         7.47 293.88
Palmerston  -0.20                        7.91 311.30 -0.80         7.37 289.95
Varna       -0.20                        7.91 311.30 -0.65         7.52 295.85
Trenton      0.10                        8.21 323.11 -0.70         7.47 293.88
Winchester   0.15                        8.26 325.08 -0.50         7.67 301.76
North Gower  0.30                        8.41 330.99 -0.70         7.47 293.88
Huron FOB   -0.30                        7.81 307.37 -0.65         7.52 295.85
Kent FOB    -0.20                        7.91 311.30 -0.70         7.47 293.88
Lamb FOB    -0.20                        7.91 311.30 -0.70         7.47 293.88
Mdsx FOB     0.00N/A   N/A   N/A         8.11 319.18 -0.70         7.47 293.88
FOB SW Que   0.35                        8.46 332.96 -0.60         7.57 297.82
Track        0.20                        8.31 327.05N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth  -0.30 -0.10 -0.75 -0.75      7.81 307.37 -0.75         7.42 291.92
Sarn-Eth    N/A   -0.20 -0.55 -0.55                  -0.55         7.62 299.79
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Cas  N/A  N/A    -0.45 -0.40                  -0.35         7.82 307.66
Pt.Colb-Cas N/A    0.60 -0.40 -0.35                  -0.30         7.87 309.63
Cardnl-Cas  N/A    0.65 -0.40 -0.35                  -0.30         7.87 309.63
W O Feed     0.28                   0.29 8.39 330.20
US Rep       0.65                   0.66 8.76 344.77
Toledo El.   0.17                        8.28 325.84  0.07         8.23 324.19
TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    N/A                                      -0.66         7.51295 1/2
MID SD CRN                                           -0.65 1       7.51 1/2
HI SD CRN                                            -0.60         7.56 1/2
*Wet Bid

Bank of Canada Noon exchange rate was 0.9947 down 0.0017
Chicago soybeans closed slightly to moderately higher.
       NOV12   HI 15.83               NOV12    HI 15.83
              LOW 15.55  1/4                  LOW 15.55  1/4
             CLOSE15.81  1/4  Up 15 1/2     CLOSE 15.81  1/4  Up 15 1/2
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +NOV1+NOV1+NOV12
CK Low       -0.30                    15.51 569.99-0.85     14.96 549.78
CK High      0.10                     15.91 584.68-0.70     15.11 555.29
CK Average   -0.04               0.04 15.78 579.72-0.80-0.7615.02 551.74
Essex Cty    -0.09                    15.72 577.70-0.82     14.99 550.88
Mdsx Low     -0.12                    15.69 576.60-0.82     14.99 550.88
Mdsx High    0.05                     15.86 582.85-0.80     15.01 551.61
Mdsx Average -0.04               0.04 15.78 579.72-0.81-0.7715.00 551.25
Hensall      0.08                     15.89 583.77-0.80     15.01 551.61
Bruce        0.05                     15.86 582.85-0.80     15.01 551.61
Putnam       0.05                     15.86 582.85-0.80     15.01 551.61
Burford      -0.07                    15.74 578.44-0.82     14.99 550.88
Port Perry   -0.10                    15.71 577.34-0.85     14.96 549.78
Norfolk      0.00                     15.81 581.01-0.78     15.03 552.35
Palmerston   0.10                     15.91 584.68-0.80     15.01 551.61
Varna        0.10                     15.91 584.68-0.80     15.01 551.61
Trenton      -0.38                    15.43 567.05-0.74     15.07 553.82
Winchester   -0.43                    15.38 565.21-0.69     15.12 555.66
North Gower  -0.39                    15.42 566.68-0.63     15.18 557.86
Huron FOB    0.20                     16.01 588.36-0.70     15.11 555.29
Kent FOB     -0.03                    15.78 579.91-0.83     14.98 550.51
Lambton FOB  -0.03                    15.78 579.91-0.83     14.98 550.51
Middlesex FOB-0.16 N/A  N/A  N/A      15.65 575.13-0.71     15.10 554.92
PROCESSORS
Hamilton     0.20 0.20 -0.35-0.35     16.01 588.36-0.35     15.46 568.15
Windsor      0.13  N/A  N/A  N/A      15.94 585.79-0.59     15.22 559.33
Winchester   -0.18                    15.63 574.40-0.53     15.28 561.54
TRANSFER
Hamilton     0.35  N/A  N/A  N/A      16.16 593.87-0.25     15.56 571.82
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     -0.20                    15.61 573.66-0.15     15.66 575.50
Toledo El.   0.27                     16.08 590.89-0.23     15.58 572.58

Bank of Canada Noon exchange rate was 0.9947 down 0.0017
Chicago wheat closed mixed.
SEP12      HI     9.02  3/4             JUL13   HI      8.57  3/4
           LOW    8.69  1/4                     LOW        8.37
           CLOSE  8.99  1/4  Up 10 1/4          CLOSE   8.42  3/4  Down 7
Minni wheat closed slightly to moderately higher.
SEP12      HI         9.50              SEP13   HI      9.57  1/2
           LOW    9.24  1/2                     LOW        9.30
           CLOSE  9.45  1/4  Up 9               CLOSE   9.52  3/4  Up 13 3/4
GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.29         -0.04           -0.64         -0.64
CAD $/bu              8.70          8.95            8.35          8.81
CAD $/tonne         319.76        328.90          306.96        323.78

Direct MarkHarvest 2012                 Harvest 2013
           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   -0.52   -1.00   N/A    N/A    -0.59   -1.12   N/A
London      -0.50  -0.45   -1.00   N/A   -0.63   -0.53   -1.08   N/A
Hensall     -0.50   N/A    -1.00   N/A   -0.50    N/A    -1.00   N/A
Trenton      N/A    N/A    -1.00   N/A    N/A     N/A    -1.15   N/A
Winchester   N/A    N/A     N/A   -0.98   N/A     N/A     N/A    N/A
Essex        N/A    N/A    -1.08   N/A    N/A     N/A    -1.22   N/A
Norwich     -0.50   N/A    -1.00   N/A   -0.50    N/A    -1.00   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.40   N/A    -1.00   N/A   -0.50    N/A    -1.05   N/A
Chatham      N/A   -0.52   -1.02   N/A    N/A    -0.59   -1.12   N/A
Brigden      N/A   -0.52   -1.02   N/A    N/A    -0.59   -1.12   N/A
Palmerston   N/A   -0.51   -0.93  -1.01   N/A    -0.71   -0.99  -1.11
Varna       -0.50  -0.50   -0.95   N/A   -0.50   -0.50   -1.00   N/A
Mitchell    -0.50  -0.55   -1.00   N/A   -0.50   -0.70   -1.00   N/A
Thornton     N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.86   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    -0.80   N/A    N/A     N/A    -0.65   N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
PROCESSORS
Toledo FM     0.31    0.66   0.06N/A    N/A         0.58   0.08N/A
Toledo El. 8.94US         8.90CA        8.40US          8.38CA
GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.32         -0.02           -0.67         -0.87
CAD $/bu              8.11          8.41            7.76          8.66
CAD $/tonne         297.95        308.95          285.12        318.11
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
FEED GRAINS
Bayport Wheat             335.00 - 350.00
Bayport Oats              325.00
Bayport Barley            325.00
FOB Hm Soymeal            608.60 - 621.82
DDG's FOB Srn, Wndr, Aylm 285.00 - 315.00

 
 

Wednesday August 8, 2012 

Commodity
Period
Price  
Weekly Movement - Wednesday to Friday
 
 

 
 
 
 
 
 

Corn CBOT
Sep
8.1000
↓
1.00
cents

Soybeans CBOT
Aug
16.3000
↓
28.00
cents

Wheat CBOT
Sep
8.9925
↑
5.50
cents

Wheat Minn.
Sep
9.6400
↑
15.75
cents

Wheat Kansas
Sep
9.0500
↑
9.25
cents

 
 
 
 
 
 

Canadian $
Sep
1.0043
↑
39.00
points

 
Scotiabank in a recent report expects Canadian house prices to drop down by as
much as 10% in the coming two or three years, especially in regions of Toronto
and Vancouver. The TSX was flat for most of the day, with upstream pressure from
a dividend boost from BCE Inc. and downstream pressure from cautious
anticipation of upcoming Chinese economic data. Germany, the EU powerhouse is
showing a significant contraction in exports and industrial production. The EU
experiencing another recession is becoming more likely as the grim economic
outlook continues to spread throughout the 17 plagued countires.
CORN 
Corn rose in Chicago ahead of the upcoming USDA report on Friday.The crop
report is expected to have the lowest corn yield in over a decade supporting
prices in the near future. The draught stricken shrinking corn yields have
brought the topic of biofuels vs. food back under the microscope since a spike
in grains four years ago fueled riots in developing countries. Ethanol in the US
is the world's main biofuel, at more than twice the production of Brazilian
sugar ethanol.
 SOYBEANS
Soybean rose in Chicago ahead of the upcoming USDA report on Friday. Prices are
finding support from expectations that the report will have significantly lower
yields maintaining high demand for the crop in the near future.Rain and cooler
weather will provide relief for late season soybeans, but the improved weather
is coming a bit too late to help remedy the damaged crop.
 
 
 
 
WHEAT
Wheat rose in Chicago tracking corn and soybeans after losses in earlier
sessions. The recovery came after Russia indicated that it may ban wheat exports
due to a drought conditions. The ban is aimed at insuring adequate supply for
internal consumption. The news helped ease concerns about a further shrinking of
global wheat supplies.
Contract prices for August 8th, 2012 at 3:30pm, are as follows:
SWW at $319.46 per tonne ($8.69/bu.), HRW at $328.60 per tonne ($8.94 /bu.),
HRS at $323.76per tonne ($8.81/bu.), and SRW at $306.67 per tonne ($8.35/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 uoguelph.ca
AgriLink website : www.ridgetownc.com/agrilink 

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