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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Dec 6 16:13:56 EST 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, December 6
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.991 down 0.0002
Chicago corn closed slightly lower.

      MAR13   HI 7.59                         DEC13    HI 6.46
             LOW 7.48                                 LOW 6.40  1/4
            CLOSE7.51  1/2  Down 6 1/4              CLOSE 6.43  1/2  Down 2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR13+MAR13+MAY13
CK Low      -0.65                        6.87 270.26 -0.75         5.69 223.81
CK High     -0.60                        6.92 272.23 -0.70         5.74 225.78
CK Avg      -0.64                  -0.58 6.87 270.59 -0.72 -0.69   5.72 225.12
Essex Cty   -0.65                        6.87 270.26 -0.75         5.69 223.81
Mdsx Low    -0.65                        6.87 270.26 -0.70         5.74 225.78
Mdsx High   -0.65                        6.87 270.26 -0.70         5.74 225.78
Mdsx Avg    -0.65                  -0.59 6.87 270.26 -0.70 -0.67   5.74 225.78
Hensall     -0.65                        6.87 270.26 -0.70         5.74 225.78
Bruce       -0.65                        6.87 270.26 -0.70         5.74 225.78
Putnam      -0.65                        6.87 270.26 -0.70         5.74 225.78
Burford     -0.60                        6.92 272.23 -0.70         5.74 225.78
Port Perry  -0.65                        6.87 270.26 -0.70         5.74 225.78
Norfolk     -0.60                        6.92 272.23 -0.75         5.69 223.81
Palmerston  -0.65                        6.87 270.26 -0.75         5.69 223.81
Varna       -0.65                        6.87 270.26 -0.70         5.74 225.78
Trenton     -0.60                        6.92 272.23 -0.70         5.74 225.78
Winchester  -0.30                        7.22 284.04 -0.75         5.69 223.81
North Gower -0.40                        7.12 280.11 -0.76         5.68 223.41
Huron FOB   -0.60                        6.92 272.23 -0.70         5.74 225.78
Kent FOB    -0.65                        6.87 270.26 -0.75         5.69 223.81
Lamb FOB    -0.65                        6.87 270.26 -0.75         5.69 223.81
Mdsx FOB    -0.65 -0.60 -0.55N/A         6.87 270.26 -0.70         5.74 225.78
FOB SW Que  -0.35                        7.17 282.07 -0.50         5.94 233.65
Track       -0.28                        7.24 285.03N/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  N/A  N/A   N/A    -0.35                   N/A
Sarn-Eth    -0.60 -0.30 -0.30 -0.30      6.92 272.23N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Cas  N/A  N/A   N/A   N/A                     -0.55         5.89 231.68
Pt.Colb-Cas N/A  N/A   N/A   N/A                     -0.40         6.04 237.59
Cardnl-Cas  N/A  N/A   N/A     0.15                  -0.45         5.99 235.62
W O Feed    -0.25                  -0.24 7.27 286.01

US Rep       0.50                   0.51 8.02 315.54
Toledo El.  -0.01                        7.51 295.46 -0.28         6.16 242.36

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.70                        6.82 268.29 -0.70         5.74225 7/9
Hamilton    -0.55                        6.97274 1/5 -0.55         5.89231 2/3

MID SD CRN  -0.62   1/2                  6.89
HI SD CRN   -0.60                        6.91 1/2
*Wet Bid


Bank of Canada Noon exchange rate was 0.991 down 0.0002
Chicago soybeans closed slightly to moderately higher.

       JAN13   HI 14.92  1/2          NOV13    HI 13.40
              LOW 14.73  1/4                  LOW 13.16  3/4
             CLOSE14.91  1/4  Up 12         CLOSE 13.34  3/4  Up 2 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR13
CK Low       -0.81                    14.10 518.18-0.95     12.40 455.53
CK High      -0.80                    14.11 518.55-0.90     12.45 457.37
CK Average   -0.80               -0.6814.11 518.48-0.93-0.8712.41 456.14
Essex Cty    -0.56                    14.35 527.36-0.86     12.49 458.84
Mdsx Low     -0.77                    14.14 519.65-0.92     12.43 456.63
Mdsx High    -0.75                    14.16 520.38-0.90     12.45 457.37
Mdsx Average -0.76               -0.6414.15 520.02-0.91-0.8512.44 457.00
Hensall      -0.75                    14.16 520.38-0.88     12.47 458.29
Bruce        -0.75                    14.16 520.38-0.90     12.45 457.37
Putnam       -0.80                    14.11 518.55-0.95     12.40 455.53
Burford      -0.77                    14.14 519.65-0.92     12.43 456.63
Port Perry   -0.80                    14.11 518.55-0.95     12.40 455.53
Norfolk      -0.75                    14.16 520.38-0.90     12.45 457.37
Palmerston   -0.80                    14.11 518.55-0.90     12.45 457.37
Varna        -0.80                    14.11 518.55-0.90     12.45 457.37
Trenton      -0.81                    14.10 518.18-0.85     12.50 459.20
Winchester   -0.65                    14.26 524.06-0.70     12.65 464.72
North Gower  -0.56                    14.35 527.36-0.93     12.42 456.27
Huron FOB    -0.60                    14.31 525.89-0.80     12.55 461.04
Kent FOB     -0.80                    14.11 518.55-0.95     12.40 455.53
Lambton FOB  -0.80                    14.11 518.55-0.95     12.40 455.53
Middlesex FOB-0.48 N/A  N/A  N/A      14.43 530.30-0.78     12.57 461.78

PROCESSORS
Hamilton     -0.20-0.30-0.30-0.25     14.71 540.59-0.45     12.90 473.90
Windsor      -0.34-0.33-0.32-0.31     14.57 535.45-0.63     12.72 467.29
Winchester    N/A                                  N/A

TRANSFER
Hamilton     -0.12-0.75 N/A  N/A      14.79 543.53-0.40     12.95 475.74
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.25                     15.16 557.13-0.26     13.09 480.88

Toledo El.   -0.16                    14.75 542.11-0.33     13.02 478.36


Bank of Canada Noon exchange rate was 0.991 down 0.0002
Chicago wheat closed slightly higher.
MAR13      HI     8.64  1/4             JUL13   HI         8.74
           LOW        8.53                      LOW     8.64  1/4
           CLOSE  8.62   Up 2                   CLOSE   8.73   Up 3 1/2

Minni wheat closed slightly higher.
MAR13      HI     9.36  1/2             SEP13   HI      9.44  1/4
           LOW        9.28                      LOW     9.35  1/4
           CLOSE  9.35  1/4  Up 3               CLOSE   9.44  1/4  Up 4 1/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.67         -0.57           -1.01         -1.02
CAD $/bu              7.95          8.05            7.61          8.33
CAD $/tonne         292.23        295.87          279.48        306.17


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    N/A    -1.20   N/A    N/A    -0.95   -1.25   N/A
London      -0.96  -0.96   -1.21   N/A   -0.96   -0.96   -1.26   N/A
Hensall     -0.85   N/A    -1.20   N/A   -0.75    N/A    -1.25   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -1.40   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -1.05
Essex        N/A    N/A    -1.28   N/A    N/A     N/A    -1.28   N/A
Norwich     -0.85   N/A    -1.20   N/A   -0.75    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 -0.95   N/A    -1.25   N/A   -0.80    N/A    -1.25   N/A
Chatham      N/A   -0.95   -1.20   N/A    N/A    -0.94   -1.24   N/A
Brigden      N/A   -0.95   -1.20   N/A    N/A    -0.94   -1.24   N/A
Palmerston   N/A   -0.80   -1.21  -0.89   N/A    -0.85   -1.26  -1.03
Varna       -0.80  -0.90   -1.05   N/A   -0.70   -1.05   -1.15   N/A
Mitchell    -0.95  -1.05   -1.20   N/A   -0.75   -1.05   -1.25   N/A
Thornton     N/A    N/A     N/A   -1.72   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -1.02   N/A     N/A     N/A   -0.97

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -0.77   N/A    N/A     N/A    -0.86   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       -0.17N/A        0.36N/A       -0.24N/A

Toledo El. 8.28US         8.21CA        8.50US          8.46CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.54         -0.44           -0.98         -0.99
CAD $/bu              8.19          8.29            7.75          8.46
CAD $/tonne         301.08        304.73          284.61        310.68

(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange

FEED GRAINS
Bayport Wheat             365.00
Bayport Oats              345.00
Bayport Barley            325.00
FOB Hm Soymeal            535.73 - 536.06
DDG's FOB Srn, Wndr, Aylm 250.00 - 285.00



Thursday December 6, 2012 			
Commodity	Period	Price  	Weekly Movement - Thursday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	Mar	7.5225	↑	9.50	cents
Soybeans CBOT	Jan	14.9125	↑	61.75	cents
Wheat CBOT	Mar	8.6200	↑	13.25	cents
Wheat Minn.	Mar	9.3525	↑	16.50	cents
Wheat Kansas	Mar	9.1200	↓	5.25	cents
 	 	 	 	 	 
Canadian $	Dec	1.0084	↑	24.00	points

Loblaw Companies Ltd. plans to leverage a significant portion of its assets to form one of the largest real estate investment trusts (REIT) in Canada, estimated at more than $7 billion. TD Bank Financial Group is buying Epoch investment, a US investment management business for US$668 million in cash, following profitable Q4 earning of $1.6 billion. Canadian Pacific (CP) Railway, Canada’s second largest rail carrier intends to slash 4,500 jobs by 2016. The University of Guelph recently issued The Food Price Index, an annual report that forecasts food prices. The report estimates that beef and pork prices will increase by 4.5% and 6.5% respectively due to the recent rally in grain prices. Eggs will go up by 3.5% to 5%, due to animal welfare-based technology. Grain prices will likely rise by 1.4% to 2.7%.
Corn
Corn was slightly higher on stronger ethanol production and higher soybean prices. Futures were steady to slightly lower as investors await improvement on the demand side. Analysts are expecting US crop to achieve 147 bu/acre next year. However concerns over a lack of Midwestern soil moisture remains prevalent as a typically dry winter is anticipated. 
Soybeans
Soybean prices were up over production concerns from unfavorable weather in Argentina delaying planting, and rumors that China secured purchases of US soybeans. Traders remain cautious over record tight US supplies despite plentiful South American supply. 
WHEAT
The drought continues to find its way through various central states even as winter sets in, impacting not only the crop but also transportation as waterway become shallower. US farmers could abandon a quarter of the new winter crop experts say due to the ongoing weather conditions. The upcoming spring however will reveal more about the health of the crop.
 Contract prices for December 6th 2012 at 3:30pm, are as follows:
SWW at $292.24 per tonne ($7.95 /bu), HRW at $295.88 per tonne ($8.05/bu.),
HRS at $306.18 per tonne ($8.33/bu.), and SRW at $279.48 per tonne ($7.61/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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