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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Feb 8 15:34:45 EST 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, February 8
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.997 up 0.0022
Chicago corn closed narrowly mixed.
 
      MAR12   HI 6.48  3/4                    DEC12    HI 5.78
             LOW 6.32                                 LOW 5.63  3/4
            CLOSE6.42  1/2  Up  1/4                 CLOSE 5.73  1/2  Down 1
3/4
 
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY12+MAY12+JUL12
CK Low      -0.35                        6.08 239.16 -0.65         5.09 200.19
CK High     -0.30                        6.13 241.13 -0.55         5.19 204.12
CK Avg      -0.34                  -0.32 6.08 239.49 -0.63 -0.62   5.10 200.84
Essex Cty   -0.40                        6.03 237.19 -0.65         5.09 200.19
Mdsx Low    -0.35                        6.08 239.16 -0.65         5.09 200.19
Mdsx High   -0.35                        6.08 239.16 -0.65         5.09 200.19
Mdsx Avg    -0.35                  -0.33 6.08 239.16 -0.65 -0.64   5.09 200.19
Hensall     -0.38                        6.05 238.18 -0.65         5.09 200.19
Bruce       -0.35                        6.08 239.16 -0.65         5.09 200.19
Putnam      -0.35                        6.08 239.16 -0.65         5.09 200.19
Burford     -0.35                        6.08 239.16 -0.65         5.09 200.19
Port Perry  -0.35                        6.08 239.16 -0.65         5.09 200.19
Norfolk     -0.35                        6.08 239.16 -0.65         5.09 200.19
Palmerston  -0.35                        6.08 239.16 -0.65         5.09 200.19
Varna       -0.35                        6.08 239.16 -0.60         5.14 202.16
Trenton     -0.05                        6.38 250.97 -0.55         5.19 204.12
Winchester  -0.05                        6.38 250.97 -0.50         5.24 206.09
North Gower  0.00                        6.43 252.94 -0.45         5.29 208.06
Huron FOB   -0.25                        6.18 243.10 -0.60         5.14 202.16
Kent FOB    -0.35                        6.08 239.16 -0.65         5.09 200.19
Lamb FOB    -0.35                        6.08 239.16 -0.65         5.09 200.19
Mdsx FOB    -0.35 -0.35 -0.30 -0.30      6.08 239.16 -0.65         5.09 200.19
FOB SW Que   0.20                        6.63 260.81 -0.25         5.49 215.93
Track        0.10                        6.53 256.88N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                     -0.60         5.14 202.16
Jhnstwn-Eth  0.30  0.30  0.35  0.25      6.73 264.75 -0.40         5.34 210.03
Aylmer-Eth  -0.20 -0.20 -0.10 -0.10      6.23 245.07 -0.50         5.24 206.09
Sarn-Eth     0.05  0.00  0.05  0.05      6.48 254.91N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                    -0.30*         5.44 213.97
London-Cas  N/A  N/A     0.10  0.10                  -0.35         5.39 212.00
Pt.Colb-Cas N/A  N/A   N/A     0.20                  -0.30         5.44 213.97
Cardnl-Cas   0.25  0.30  0.40  0.20      6.68 262.78 -0.30         5.44 213.97
W O Feed     0.20                   0.20 6.63 260.81
 
US Rep       0.70                   0.70 7.13 280.50
Toledo El.   0.08                        6.50 256.08 -0.43         5.31 208.88
 
TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    -0.12                        6.31248 2/9 -0.38         5.36210 4/5
 
MID SD CRN  -0.32   1/2                  6.10
HI SD CRN   -0.30                        6.12 1/2
*Wet Bid
 

Bank of Canada Noon exchange rate was 0.997 up 0.0022
Chicago soybeans closed slightly lower.
 
       MAR12   HI 12.44  3/4          NOV12    HI 12.50
              LOW 12.22  3/4                  LOW 12.30  3/4
             CLOSE12.31  1/2  Down  1/2     CLOSE 12.40   Down 1 1/4
 
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAR1+MAR1+MAY12
CK Low       -0.70                    11.62 426.78-0.90     11.50 422.55
CK High      -0.60                    11.72 430.45-0.85     11.55 424.39
CK Average   -0.63               -0.5911.68 429.29-0.87-0.8511.53 423.72
Essex Cty    -0.48                    11.84 434.86-0.73     11.67 428.80
Mdsx Low     -0.63                    11.69 429.35-0.88     11.52 423.29
Mdsx High    -0.55                    11.77 432.29-0.80     11.60 426.23
Mdsx Average -0.59               -0.5511.73 430.82-0.84-0.8211.56 424.76
Hensall      -0.60                    11.72 430.45-0.83     11.58 425.31
Bruce        -0.60                    11.72 430.45-0.85     11.55 424.39
Putnam       -0.55                    11.77 432.29-0.80     11.60 426.23
Burford      -0.60                    11.72 430.45-0.85     11.55 424.39
Port Perry   -0.66                    11.66 428.25-0.91     11.49 422.19
Norfolk      -0.57                    11.75 431.55-0.81     11.59 425.86
Palmerston   -0.60                    11.72 430.45-0.90     11.50 422.55
Varna        -0.65                    11.67 428.62-0.85     11.55 424.39
Trenton      -0.91                    11.41 419.06-0.96     11.44 420.35
Winchester   -0.96                    11.36 417.22-0.81     11.59 425.86
North Gower  -0.91                    11.41 419.06-0.76     11.64 427.70
Huron FOB    -0.50                    11.82 434.13-0.75     11.65 428.06
Kent FOB     -0.61                    11.71 430.09-0.86     11.54 424.02
Lambton FOB  -0.61                    11.71 430.09-0.86     11.54 424.02
Middlesex FOB-0.60-0.60 N/A  N/A      11.72 430.45-0.62     11.78 432.84
 
PROCESSORS
Hamilton     -0.25-0.25-0.30-0.30     12.07 443.31-0.15     12.25 450.11
Windsor      -0.25-0.25-0.30-0.29     12.07 443.31-0.51     11.89 436.88
Winchester   -0.83                    11.49 422.00-0.78     11.62 426.96
 
TRANSFER
Hamilton     -0.25 N/A  N/A  N/A      12.07 443.31-0.20     12.20 448.27
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     -0.15                    12.17 446.99-0.05     12.35 453.78
 
Toledo El.   -0.18                    12.14 445.91-0.58     11.82 434.34
 

Bank of Canada Noon exchange rate was 0.997 up 0.0022
Chicago wheat closed slightly lower.
MAR12      HI         6.70              JUL12   HI      6.90  1/2
           LOW        6.53                      LOW        6.73
           CLOSE  6.60  3/4  Down 1 1/2         CLOSE   6.79   Down 5 3/4
 
Minni wheat closed slightly higher.
MAR12      HI     8.44  1/4             SEP12   HI      7.91  1/2
           LOW        8.33                      LOW        7.81
           CLOSE  8.41  1/2  Up 3               CLOSE   7.86  1/4  Up 2 1/2
 
GFO Cash Wheat Prices - DEL Terminal
Current Crop 11   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.12          0.73            0.08         -0.48
CAD $/bu              6.49          7.33            6.69          7.94
CAD $/tonne         238.32        269.45          245.65        291.70
 

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    0.45   -0.04   N/A    N/A     0.45   -0.30   N/A
London      -0.18   0.36   -0.13   N/A   -0.08    0.41   -0.38   N/A
Hensall     -0.10   N/A    -0.05   N/A    0.05    N/A    -0.30   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.50   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.80
Essex        N/A    N/A    -0.19   N/A    N/A     N/A    -0.37   N/A
Norwich     -0.10   N/A    -0.05   N/A    0.05    N/A    -0.30   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.10   N/A    -0.05   N/A    0.05    N/A    -0.30   N/A
Chatham      N/A    N/A     N/A    N/A    N/A     0.40   -0.36   N/A
Brigden      N/A    N/A     N/A    N/A    N/A     0.40   -0.36   N/A
Palmerston   N/A    0.68   -0.05  -0.48   N/A     0.40   -0.26  -0.61
Varna       -0.05   0.60   -0.05   N/A    0.10    0.65   -0.25   N/A
Mitchell    -0.10   0.50   -0.05   N/A    0.05    0.65   -0.30   N/A
Thornton     N/A    N/A     N/A   -0.62   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.75
 
TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    0.10    N/A    N/A     N/A    -0.05   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        0.38N/A    N/A         0.99   0.39N/A
 
Toledo El. 6.83US         6.81CA        6.81US          6.80CA
 
GFO Contract Wheat Prices - DEL Terminal
Harvest 12        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.04          0.79           -0.16         -0.06
CAD $/bu              6.83          7.58            6.63          7.80
CAD $/tonne         250.93        278.44          243.59        286.60
 
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
 
FEED GRAINS
Bayport Wheat             300.00
Bayport Oats              297.00
Bayport Barley            295.00
FOB Hm Soymeal            368.95 - 374.46
DDG's FOB Srn, Wndr, Aylm 160.00 - 178.00


Wednesday February 8, 2012			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	

 	 	 	 	 	 
Corn CBOT	Mar	6.4250	↑	1.50	cents
Soybeans CBOT	Jan	12.3150	↑	1.75	cents
Wheat CBOT	Mar	6.6075	↓	1.50	cents
Wheat Minn.	Mar	8.4150	↑	8.50	cents
Wheat Kansas	Mar	7.1000	↓	7.50	cents
 	 	 	 	 	 
Canadian $	Mar	1.0034	↓	22.00	points

The EU and IMF officials are negotiating a second financial rescue for the euro
zone's most indebted state; Greece. Frustration over Greece’s economic climate
continues to build as the nation’s taxes go uncollected, deficit targets are
routinely missed, and job cuts from the overly inflated public sector are
postponed. The EU negotiations however found the stock market up for global
stocks and crude oil on Wednesday on expectations that the second bailout deal
for Greece will help the country avoid a messy default and allow investors to
focus on recent encouraging global economic data. Meanwhile, the loonie felt
little change against the US dollar as investors await the resolution on the
second Greek bailout.
 CORN
Corn initially rose in Chicago on speculation that the USDA may lower its
estimate for global stockpiles in but fell later in the afternoon as the USDA
report nears. According to a survey of 15 analysts by Bloomberg, the USDA may
cut its estimate for corn inventories this year by 2.9% from a January’s
forecast as drought curbs production in South America.
South Korea, the world’s third-biggest buyer of corn, may rebound this year
as the livestock industry recovers from the nation’s worst ever outbreak of
foot-and-mouth disease. The increase is expected to be upwards of 5% from last
years or 6 million metric tonnes. The increase in demand from Asia may help keep
corn prices up.

SOYBEANS
Soybean lost earlier gains in Chicago. The USDA may lower its estimate for
South American stockpiles in its anticipated report tomorrow by 200-250 million
bushels. The deficit in South American’s export market may lead to a surplus
for the North American export market.

WHEAT
US wheat futures ended mostly lower on Wednesday in consolidation trade ahead
of the USDA’s monthly supply and demand report which will be released
Thursday. European milling wheat followed suit as the market cooled following a
near eight month high this week with the mood cautious ahead of the upcoming
USDA report.
	
Contract prices for February 8, 2012 at close, are as follows:
SWW at $238.30 per tonne ($6.49 /bu.), HRW at $269.42 per tonne ($7.33 /bu.),
HRS at $291.67 per tonne ($7.94 /bu.), and SRW at $245.62 per tonne ($6.68
/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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