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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Jun 6 16:07:30 EDT 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, June 6
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0297 down 0.0117
Chicago corn closed moderately higher to higher.
 
      JUL12   HI 5.86  1/2                    DEC12    HI 5.20  1/2
             LOW 5.69                                 LOW 5.09  3/4
            CLOSE5.84  1/2  Up 17                   CLOSE 5.18   Up 10 1/4
 
            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +SEP12+SEP12+SEP12
CK Low      -0.20                        5.65 222.23 -0.60         4.58 180.31
CK High     -0.05                        5.80 228.14 -0.55         4.63 182.28
CK Avg      -0.09                  -0.27 5.75 226.50 -0.58 -0.75   4.60 180.96
Essex Cty   -0.05                        5.80 228.14 -0.65         4.53 178.34
Mdsx Low    -0.10                        5.75 226.17 -0.60         4.58 180.31
Mdsx High   -0.05                        5.80 228.14 -0.55         4.63 182.28
Mdsx Avg    -0.08                  -0.26 5.77 227.15 -0.58 -0.74   4.61 181.29
Hensall     -0.10                        5.75 226.17 -0.55         4.63 182.28
Bruce       -0.10                        5.75 226.17 -0.55         4.63 182.28
Putnam      -0.10                        5.75 226.17 -0.55         4.63 182.28
Burford     -0.05                        5.80 228.14 -0.60         4.58 180.31
Port Perry  -0.05                        5.80 228.14 -0.60         4.58 180.31
Norfolk     -0.05                        5.80 228.14 -0.60         4.58 180.31
Palmerston  -0.15                        5.70 224.20 -0.55         4.63 182.28
Varna       -0.10                        5.75 226.17 -0.55         4.63 182.28
Trenton      0.25                        6.10 239.95 -0.60         4.58 180.31
Winchester   0.20                        6.05 237.98 -0.50         4.68 184.24
North Gower  0.00                        5.85 230.11 -0.70         4.48 176.37
Huron FOB   -0.05                        5.80 228.14 -0.55         4.63 182.28
Kent FOB    -0.05                        5.80 228.14 -0.60         4.58 180.31
Lamb FOB    -0.05                        5.80 228.14 -0.60         4.58 180.31
Mdsx FOB    -0.05N/A   N/A   N/A         5.80 228.14 -0.60         4.58 180.31
FOB SW Que   0.70                        6.55 257.67 -0.15         5.03 198.02
Track        0.28                        6.12 240.93N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                     -0.25         4.93 194.09
Aylmer-Eth  -0.25  0.30  0.35  0.55      5.60 220.27 -0.60         4.58 180.31
Sarn-Eth     0.00  0.70  0.75N/A         5.85 230.11N/A
Cllngwd-Eth -0.10N/A   N/A   N/A         5.75 226.17-0.30*         4.88 192.12
London-Cas  N/A  N/A     0.85  0.95                  -0.50         4.68 184.24
Pt.Colb-Cas N/A    0.85  0.90  1.00                  -0.45         4.73 186.21
Cardnl-Cas  N/A  N/A     1.15  1.00                  -0.45         4.73 186.21
W O Feed     0.19                   0.16 6.04 237.59
 
US Rep       0.95                   0.92 6.80 267.51
Toledo El.   0.33                        6.17 243.10 -0.34         4.84 190.53
 
TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton     0.32                        6.17242 5/7 -0.31         4.87191 5/7
 
MID SD CRN                                           -0.57   1/2   4.60 1/2
HI SD CRN                                            -0.55         4.63
*Wet Bid
 

Bank of Canada Noon exchange rate was 1.0297 down 0.0117
Chicago soybeans closed slightly higher to higher.
 
       JUL12   HI 13.92               NOV12    HI 13.06  1/2
              LOW 13.52  3/4                  LOW 12.75  1/2
             CLOSE13.84   Up 34 1/2         CLOSE 12.95   Up 18
 
             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JUL1+AUG1+NOV12
CK Low       -0.19                    13.65 501.55-0.30     12.65 464.81
CK High      0.01                     13.85 508.90-0.20     12.75 468.48
CK Average   -0.08               -0.5113.76 505.72-0.27-0.6812.68 465.79
Essex Cty    0.00                     13.84 508.53-0.16     12.79 469.95
Mdsx Low     -0.22                    13.62 500.45-0.27     12.68 465.91
Mdsx High    0.00                     13.84 508.53-0.25     12.70 466.65
Mdsx Average -0.11               -0.5413.73 504.49-0.26-0.6612.69 466.28
Hensall      -0.05                    13.79 506.70-0.25     12.70 466.65
Bruce        0.00                     13.84 508.53-0.25     12.70 466.65
Putnam       0.00                     13.84 508.53-0.25     12.70 466.65
Burford      -0.22                    13.62 500.45-0.27     12.68 465.91
Port Perry   -0.25                    13.59 499.35-0.30     12.65 464.81
Norfolk      -0.35                    13.49 495.67-0.25     12.70 466.65
Palmerston   0.00                     13.84 508.53-0.15     12.80 470.32
Varna        0.00                     13.84 508.53-0.15     12.80 470.32
Trenton      -0.20                    13.64 501.18-0.20     12.75 468.48
Winchester   -0.28                    13.56 498.24-0.20     12.75 468.48
North Gower  -0.29                    13.55 497.88-0.13     12.82 471.05
Huron FOB    0.05                     13.89 510.37-0.10     12.85 472.16
Kent FOB     0.01                     13.85 508.90-0.30     12.65 464.81
Lambton FOB  0.01                     13.85 508.90-0.30     12.65 464.81
Middlesex FOB-0.09-0.08 N/A  N/A      13.75 505.23-0.06     12.89 473.63
 
PROCESSORS
Hamilton     0.25 0.30 0.55 0.25      14.09 517.720.15      13.10 481.34
Windsor      0.23 0.23  N/A  N/A      14.07 516.980.07      13.02 478.40
Winchester   -0.15                    13.69 503.02-0.09     12.86 472.52
 
TRANSFER
Hamilton     0.35  N/A  N/A  N/A      14.19 521.390.40      13.35 490.53
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.43                     14.27 524.330.65      13.60 499.71
 
Toledo El.   -0.15                    13.69 502.85-0.29     12.66 465.22
 

Bank of Canada Noon exchange rate was 1.0297 down 0.0117
Chicago wheat closed slightly higher.
JUL12      HI     6.28  3/4             JUL12   HI      6.28  3/4
           LOW    6.12  3/4                     LOW     6.12  3/4
           CLOSE  6.20  1/4  Up 7               CLOSE   6.20  1/4  Up 7
 
Minni wheat closed moderately higher.
JUL12      HI         7.48              SEP12   HI      7.44  3/4
           LOW    7.28  1/2                     LOW        7.30
           CLOSE  7.44   Up 15 1/4              CLOSE   7.41   Up 11
 
GFO Cash Wheat Prices - DEL Terminal
Current Crop 11   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.01          0.76            0.04         -0.18
CAD $/bu              6.19          6.96            6.24          7.26
CAD $/tonne         227.45        255.86          229.34        266.76
 

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     N/A    N/A    N/A     0.50   -0.15   N/A
London      -0.31   0.26   -0.36   N/A    0.22    0.38   -0.30   N/A
Hensall     -0.20   N/A    -0.20   N/A    0.45    N/A    -0.20   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.25   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.38
Essex        N/A    N/A    -0.37   N/A    N/A     N/A    -0.37   N/A
Norwich     -0.20   N/A    -0.25   N/A    0.45    N/A    -0.20   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.25   N/A    -0.25   N/A    0.45    N/A    -0.30   N/A
Chatham      N/A    N/A     N/A    N/A    N/A     0.50   -0.30   N/A
Brigden      N/A    N/A     N/A    N/A    N/A     0.50   -0.30   N/A
Palmerston   N/A    0.41   -0.21  -0.04   N/A     0.61   -0.20  -0.35
Varna       0.45    0.55   -0.25   N/A    0.60    0.70   -0.10   N/A
Mitchell    -0.20   0.05   -0.20   N/A    0.45    0.60   -0.20   N/A
Thornton     N/A    N/A     N/A   -0.77   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.09
 
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    -0.05   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        0.35N/A        0.76    1.38   0.45N/A
 
Toledo El. N/A                          6.22US          6.42CA
 
GFO Contract Wheat Prices - DEL Terminal
Harvest 12        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.35          0.92            0.09         -0.23
CAD $/bu              6.55          7.12            6.29          7.18
CAD $/tonne         240.71        261.55          231.23        263.73
 
(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange
 
FEED GRAINS
Bayport Wheat             325.00 - 330.00
Bayport Oats              320.00
Bayport Barley            325.00
FOB Hm Soymeal            489.54 - 499.47
DDG's FOB Srn, Wndr, Aylm 210.00 - 225.00


Wednesday  June 6, 2012 			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	

 	 	 	 	 	 
Corn CBOT	July	5.8825	↑	12.75	cents
Soybeans CBOT	July	13.8625	↑	39.25	cents
Wheat CBOT	July	6.2025	↓	19.25	cents
Wheat Minn.	July	7.4400	↓	8.50	cents
Wheat Kansas	July	6.4775	↓	18.25	cents
 	 	 	 	 	 
Canadian $	June	0.9715	↑	98.00	points

The euro rallied sharply against the dollar on Wednesday after the European
Central Bank (ECB) left interest rates fixed at 1% and their economic outlook
unchanged. Germany and EU officials are considering ways to save Spain from its
debt dilemma as it continues to lose access to credit markets due to the high
borrowing costs. The EU is considering a possible bailout pending results from
audits and the upcoming IMF report. Meanwhile, the Bank of Canada (BOC) updated
its economic position suggesting the global economy has weakened in recent
times. The BOC indicated that US economy continues to expand at a modest pace
but emerging markets have slowed down at a rate faster than expected and Europe
remains a major red flag. Canada’s Q1 growth rate was lower than expected at
1.9% but with a relatively strong housing sector, positive business and consumer
confidence and low interest rates.
CORN 
Corn rose in Chicago for the second time this week on ongoing concern in the US
that harvest may be smaller than expected according to the USDA because of
recent dry weather conditions in the Midwest. Approximately a quarter of the US
Corn Belt will continue experiencing dryness  in the upcoming weeks as scattered
rains may miss some growing areas, according to the Weather Group. Soil moisture
in Illinois was 63% short as of May 27, according to the the National Drought
Mitigation Center.	
SOYBEANS
Soybean rose in Chicago on Wednesday, the biggest daily rise in two months on
weaker US dollar and news of sales of 120,000 tonnes to China. The cash market
was firm as well on news of old crop sales to China and intentions of major
central banks to bolster a slowing global economy. Meanwhile, Argentine farmers
halted grain sales on Wednesday, on the basis of a strike against government
farming policies. This in turn may steer more export business towards North
America as well as drive prices higher on dwindling supplies in Brazil.
WHEAT
Wheat rose in Chicago on Wednesday following a rally in other grains as the
dollar weakened and investors’ appetite shifted towards adding riskier assets
to their portfolios fueled by hopes of a solution to the euro zone debt crisis.
Rainy weather in US Plains could delay harvest of hard red winter wheat. Heavy
rains in Russia in the past two weeks have halted damage to crops from late
spring drought. Analysts are expecting the upcoming USDA report to show a
significant increase wheat export sales in the range of 400,000 to 500,000
tonnes compared to 319,300 a week earlier. 	
Contract prices for June 6th 2012 at close, are as follows:
SWW at $240.25 per tonne ($6.54/bu.), HRW at $261.05 per tonne ($7.10 /bu.),
HRS at $263.80 per tonne ($7.18 /bu.), and SRW at $230.80 per tonne ($6.28
/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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