[Farmmarketnews] Wednesday Ontario Commodity Report and Ahmed Chilmeran Grain Market Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Dec 19 16:39:36 EST 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, December 19
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9868 up 0.0014
Chicago corn closed moderately lower to lower.

      MAR13   HI 7.23                         DEC13    HI 6.26  1/4
             LOW 7.01  1/2                            LOW 6.11  3/4
            CLOSE7.03   Down 17                     CLOSE 6.13  1/2  Down 9 1/2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR13+MAR13+MAY13
CK Low      -0.70                        6.33 249.20 -0.75         5.39 212.00
CK High     -0.60                        6.43 253.14 -0.70         5.44 213.97
CK Avg      -0.65                  -0.58 6.38 251.17 -0.74 -0.69   5.39 212.33
Essex Cty   -0.65                        6.38 251.17 -0.75         5.39 212.00
Mdsx Low    -0.70                        6.33 249.20 -0.75         5.39 212.00
Mdsx High   -0.65                        6.38 251.17 -0.75         5.39 212.00
Mdsx Avg    -0.68                  -0.60 6.36 250.19 -0.75 -0.70   5.39 212.00
Hensall     -0.65                        6.38 251.17 -0.73         5.41 212.98
Bruce       -0.65                        6.38 251.17 -0.75         5.39 212.00
Putnam      -0.65                        6.38 251.17 -0.75         5.39 212.00
Burford     -0.70                        6.33 249.20 -0.75         5.39 212.00
Port Perry  -0.70                        6.33 249.20 -0.75         5.39 212.00
Norfolk     -0.60                        6.43 253.14 -0.75         5.39 212.00
Palmerston  -0.65                        6.38 251.17 -0.70         5.44 213.97
Varna       -0.65                        6.38 251.17 -0.70         5.44 213.97
Trenton     -0.60                        6.43 253.14 -0.70         5.44 213.97
Winchester  -0.25                        6.78 266.92 -0.60         5.54 217.90
North Gower -0.35                        6.68 262.98 -0.83         5.31 208.85
Huron FOB   -0.60                        6.43 253.14 -0.70         5.44 213.97
Kent FOB    -0.65                        6.38 251.17 -0.75         5.39 212.00
Lamb FOB    -0.65                        6.38 251.17 -0.75         5.39 212.00
Mdsx FOB    -0.70 -0.65 -0.60 -0.55      6.33 249.20 -0.75         5.39 212.00
FOB SW Que  -0.35                        6.68 262.98 -0.50         5.64 221.84
Track       -0.33                        6.71 263.96N/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      6.43 253.14N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Cas  N/A  N/A   N/A   N/A                     -0.60         5.54 217.90
Pt.Colb-Cas N/A  N/A   N/A   N/A                     -0.55         5.59 219.87
Cardnl-Cas  N/A  N/A   N/A     0.10                  -0.50         5.64 221.84
W O Feed    -0.21                  -0.20 6.82 268.49

US Rep       0.45                   0.46 7.48 294.47
Toledo El.   0.02                        7.05 277.54 -0.28         5.86 230.60

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.65                        6.38 251.17 -0.75         5.39212
Hamilton    -0.59                        6.44253 1/2 -0.57         5.57219

MID SD CRN  -0.65 1                      6.38
HI SD CRN   -0.60                        6.43
*Wet Bid


Bank of Canada Noon exchange rate was 0.9868 up 0.0014
Chicago soybeans closed slightly lower to lower.

       JAN13   HI 14.72  1/4          NOV13    HI 13.15  3/4
              LOW 14.33                       LOW 12.98
             CLOSE14.37   Down 29           CLOSE 13.01   Down 9

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR13
CK Low       -0.90                    13.47 494.94-1.00     12.01 441.29
CK High      -0.85                    13.52 496.77-1.00     12.01 441.29
CK Average   -0.88               -0.7313.49 495.61-1.00-0.8912.01 441.29
Essex Cty    -0.59                    13.78 506.33-0.88     12.13 445.70
Mdsx Low     -0.85                    13.52 496.77-0.97     12.04 442.39
Mdsx High    -0.84                    13.53 497.14-0.95     12.06 443.13
Mdsx Average -0.85               -0.6913.53 496.96-0.96-0.8512.05 442.76
Hensall      -0.83                    13.55 497.69-0.93     12.09 444.05
Bruce        -0.85                    13.52 496.77-0.95     12.06 443.13
Putnam       -0.90                    13.47 494.94-1.00     12.01 441.29
Burford      -0.84                    13.53 497.14-0.97     12.04 442.39
Port Perry   -0.87                    13.50 496.04-1.00     12.01 441.29
Norfolk      -0.81                    13.56 498.24-0.95     12.06 443.13
Palmerston   -0.80                    13.57 498.61-0.90     12.11 444.97
Varna        -0.80                    13.57 498.61-0.90     12.11 444.97
Trenton      -0.90                    13.47 494.94-0.90     12.11 444.97
Winchester   -0.80                    13.57 498.61-0.85     12.16 446.80
North Gower  -0.84                    13.53 497.14-0.96     12.05 442.76
Huron FOB    -0.65                    13.72 504.12-0.85     12.16 446.80
Kent FOB     -0.86                    13.51 496.41-1.00     12.01 441.29
Lambton FOB  -0.86                    13.51 496.41-1.00     12.01 441.29
Middlesex FOB-0.65-0.65-0.65-0.65     13.72 504.12-0.83     12.18 447.54

PROCESSORS
Hamilton     -0.30-0.40-0.40-0.40     14.07 516.98-0.55     12.46 457.83
Windsor      -0.36-0.30-0.29-0.28     14.01 514.78-0.66     12.35 453.78
Winchester    N/A                                  N/A

TRANSFER
Hamilton     -0.44 N/A  N/A  N/A      13.93 511.84-0.49     12.52 460.03
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.00                     14.37 528.01-0.34     12.67 465.54

Toledo El.   -0.08                    14.29 525.10-0.33     12.68 466.02


Bank of Canada Noon exchange rate was 0.9868 up 0.0014
Chicago wheat closed slightly lower.
MAR13      HI     8.22  3/4             JUL13   HI         8.38
           LOW        8.02                      LOW        8.19
           CLOSE  8.05  3/4  Down 5 1/2         CLOSE   8.23   Down 6

Minni wheat closed slightly lower.
MAR13      HI     9.11  1/2             SEP13   HI      9.22  1/4
           LOW    8.93  3/4                     LOW     9.06  1/2
           CLOSE  8.95  1/2  Down 6             CLOSE   9.07  3/4  Down 6 1/2

GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.68         -0.58           -0.83         -1.03
CAD $/bu              7.38          7.48            7.23          7.92
CAD $/tonne         271.12        274.75          265.66        291.02


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    -1.15   N/A    N/A    -1.00   -1.25   N/A
London      -0.94  -0.99   -1.19   N/A   -0.95   -0.99   -1.24   N/A
Hensall     -0.80   N/A    -1.15   N/A   -0.75    N/A    -1.25   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -1.25   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -1.05
Essex        N/A    N/A    -1.29   N/A    N/A     N/A    -1.19   N/A
Norwich     -0.80   N/A    -1.15   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 -0.90   N/A    -1.20   N/A   -0.80    N/A    -1.25   N/A
Chatham      N/A   -0.99   -1.20   N/A    N/A    -0.98   -1.25   N/A
Brigden      N/A   -0.99   -1.20   N/A    N/A    -0.98   -1.25   N/A
Palmerston   N/A   -0.82   -1.21  -0.96   N/A    -0.92   -1.32  -1.10
Varna       -0.80  -0.90   -1.05   N/A   -0.75   -1.10   -1.20   N/A
Mitchell    -0.80  -1.00   -1.15   N/A   -0.75   -1.05   -1.25   N/A
Thornton     N/A    N/A     N/A   -1.91   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -1.07   N/A     N/A     N/A   -1.04

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -0.89   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       -0.18N/A        0.32N/A       -0.27N/A

Toledo El. 7.80US         7.71CA        8.00US          7.93CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.57         -0.47           -1.01         -1.02
CAD $/bu              7.66          7.76            7.22          8.06
CAD $/tonne         281.52        285.17          265.13        296.00

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

FEED GRAINS
Bayport Wheat             370.00
Bayport Oats              345.00
Bayport Barley            315.00
FOB Hm Soymeal            540.25 - 542.46
DDG's FOB Srn, Wndr, Aylm 285.00 - 320.00


Grain Market Commentary for Wednesday December 19, 2012 by Ahmed Chilmeran, Grain Farmers of Ontario 			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	Mar	7.0300	↓	27.00	cents
Soybeans CBOT	Jan	14.3700	↓	57.50	cents
Wheat CBOT	Mar	8.0575	↓	10.00	cents
Wheat Minn.	Mar	8.9550	↓	9.00	cents
Wheat Kansas	Mar	8.5800	↓	4.75	cents
 	 	 	 	 	 
Canadian $	Dec	1.0107	↓	14.00	points

The US government plans to sell back its remaining stake in General Motors (GM) over the next year. GM will spend $5.5 billion to buy back 200 million shares of its stock from the US treasury by the end of this month. The remaining 300 million shares will follow on the open market starting January. The Canadian government, in contrast, indicated that now is not the right time to sell, given the likelihood that shares will be undervalued. Canada, both federally and provincially, has been the other bail-out partner of GM and Chrysler with a $13.7 billion investment. In a recent report, CIBC downgraded the economic growth of Canada from 2% to 1.7%. This news was followed by advice from the International Monetary Fund (IMF) to the Bank of Canada to keep interest rates low throughout 2013 to mitigate global shocks. The Teranet-National Bank House Price Index, a popular index for Canadian housing prices, shows home prices fell in November in 10 of 11 major markets tracked; tightening mortgage regulations from Ottawa are partly responsible.

Corn

Corn was lower in Chicago on weaker demand and also after receiving news of China pulling back on soybean sales from the US. Favourable South American crop conditions are also putting pressure on the market. Informa Economics, a commodity analytics group, pegged corn plantings at 99 million acres, up from its October estimate of 97.7 million acres. Meanwhile, Ukraine is looking into exporting corn to the US, following the worst drought in half a century with talks about standards and conditions taking place.

Soybeans

Soybean was lower in Chicago following a big US order cancelation from China, putting weakness in the current demand for oilseeds. Export demand had been the main driver for prices and recent retreats have been attributed to speculative selling and profit taking. The Chinese news followed favourable conditions for the crop in Argentina and Brazil, the two largest producers in the world. The South American crop has the potential to replenish tight soybean supplies, putting downward pressure on prices. 

WHEAT

Wheat was up in Chicago following Egypt’s purchase of US wheat. Egypt, the world’s biggest importer, bought 180,000 metric tons of soft red winter wheat. In addition private exporters have reported sales of 110,000 metric tons of US hard red winter wheat. Japan, Asia’s second biggest importer, intends to buy 121,026 tons from the US and Canada in the following days. 
 Contract prices for December 19th 2012 at 3:30pm, are as follows:
SWW at $271.11 per tonne ($7.38 /bu), HRW at $274.75 per tonne ($7.48/bu.),
HRS at $291.01 per tonne ($7.92/bu.), and SRW at $265.66 per tonne ($7.23/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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