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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Nov 28 16:13:37 EST 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, November 28
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9929 down 0.0007
Chicago corn closed steady to slightly higher.

      MAR13   HI 7.67  1/2                    DEC13    HI 6.41  3/4
             LOW 7.58  3/4                            LOW 6.32  1/2
            CLOSE7.64   Unchanged                   CLOSE 6.39  3/4  Up 2 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR13+MAR13+MAR13
CK Low      -0.80                        6.84 269.28 -0.75         5.65 222.33
CK High     -0.69                        6.95 273.61 -0.70         5.70 224.30
CK Avg      -0.76                  -0.70 6.88 270.98 -0.71 -0.69   5.69 223.97
Essex Cty   -0.70                        6.94 273.22 -0.75         5.65 222.33
Mdsx Low    -0.80                        6.84 269.28 -0.70         5.70 224.30
Mdsx High   -0.75                        6.89 271.25 -0.70         5.70 224.30
Mdsx Avg    -0.78                  -0.72 6.87 270.26 -0.70 -0.68   5.70 224.30
Hensall     -0.75                        6.89 271.25 -0.70         5.70 224.30
Bruce       -0.80                        6.84 269.28 -0.70         5.70 224.30
Putnam      -0.80                        6.84 269.28 -0.70         5.70 224.30
Burford     -0.70                        6.94 273.22 -0.70         5.70 224.30
Port Perry  -0.75                        6.89 271.25 -0.70         5.70 224.30
Norfolk     -0.70                        6.94 273.22 -0.70         5.70 224.30
Palmerston  -0.70                        6.94 273.22 -0.75         5.65 222.33
Varna       -0.74                        6.90 271.64 -0.70         5.70 224.30
Trenton     -0.64                        7.00 275.58 -0.75         5.65 222.33
Winchester  -0.29                        7.35 289.36 -0.75         5.65 222.33
North Gower -0.39                        7.25 285.42 -0.80         5.60 220.36
Huron FOB   -0.60                        7.04 277.15 -0.70         5.70 224.30
Kent FOB    -0.75                        6.89 271.25 -0.70         5.70 224.30
Lamb FOB    -0.75                        6.89 271.25 -0.70         5.70 224.30
Mdsx FOB    -0.75 -0.60 -0.55N/A         6.89 271.25 -0.70         5.70 224.30
FOB SW Que  -0.35                        7.29 286.99 -0.45         5.95 234.14
Track       -0.37                        7.27 286.21N/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    N/A   -0.60 -0.30 -0.30                 N/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         5.85 230.21
Pt.Colb-Cas N/A  N/A   N/A   N/A                     -0.40         6.00 236.11
Cardnl-Cas  N/A  N/A   N/A    -0.05                  -0.45         5.95 234.14
W O Feed    -0.27                  -0.26 7.37 290.30

US Rep       0.45                   0.46 8.09 318.49
Toledo El.   0.00                        7.64 300.77 -0.28         6.12 240.87

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                      -0.70         5.70224 1/3
Hamilton    -0.45                        7.19283     -0.55         5.85230 1/5

MID SD CRN  -0.74   1/2                  6.89 1/2
HI SD CRN   -0.69                        6.951
*Wet Bid


Bank of Canada Noon exchange rate was 0.9929 down 0.0007
Chicago soybeans closed slightly lower.

       JAN13   HI 14.56  3/4          NOV13    HI 13.15
              LOW 14.40                       LOW 12.99
             CLOSE14.46  1/4  Down 3        CLOSE 13.05   Down 5 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR13
CK Low       -0.88                    13.58 499.07-0.95     12.10 444.60
CK High      -0.85                    13.61 500.17-0.90     12.15 446.44
CK Average   -0.86               -0.7513.61 499.93-0.93-0.8912.12 445.46
Essex Cty    -0.57                    13.89 510.46-0.83     12.22 449.01
Mdsx Low     -0.80                    13.66 502.01-0.90     12.15 446.44
Mdsx High    -0.79                    13.67 502.38-0.88     12.17 447.17
Mdsx Average -0.80               -0.6913.67 502.19-0.89-0.8512.16 446.80
Hensall      -0.85                    13.61 500.17-0.93     12.13 445.52
Bruce        -0.80                    13.66 502.01-0.90     12.15 446.44
Putnam       -0.95                    13.51 496.50-0.95     12.10 444.60
Burford      -0.79                    13.67 502.38-0.88     12.17 447.17
Port Perry   -0.82                    13.64 501.28-0.91     12.14 446.07
Norfolk      -0.81                    13.65 501.64-0.90     12.15 446.44
Palmerston   -0.85                    13.61 500.17-0.90     12.15 446.44
Varna        -0.81                    13.65 501.64-0.90     12.15 446.44
Trenton      -0.82                    13.64 501.28-0.87     12.18 447.54
Winchester   -0.80                    13.66 502.01-0.80     12.25 450.11
North Gower  -0.59                    13.87 509.73-0.93     12.12 445.33
Huron FOB    -0.75                    13.71 503.85-0.85     12.20 448.27
Kent FOB     -0.86                    13.60 499.81-0.95     12.10 444.60
Lambton FOB  -0.86                    13.60 499.81-0.95     12.10 444.60
Middlesex FOB-0.52-0.48 N/A  N/A      13.94 512.30-0.74     12.31 452.32

PROCESSORS
Hamilton     -0.15-0.25-0.25-0.25     14.31 525.89-0.50     12.55 461.13
Windsor      -0.34-0.34-0.28-0.27     14.12 518.91-0.60     12.45 457.46
Winchester    N/A                                  N/A

TRANSFER
Hamilton     -0.15 N/A  N/A  N/A      14.31 525.89-0.40     12.65 464.81
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.15                     14.61 536.92-0.30     12.75 468.48

Toledo El.   -0.19                    14.27 524.47-0.33     12.72 467.42


Bank of Canada Noon exchange rate was 0.9929 down 0.0007
Chicago wheat closed slightly higher.
DEC12      HI         8.80              JUL13   HI         8.90
           LOW    8.64  3/4                     LOW     8.76  1/4
           CLOSE  8.76   Up 3                   CLOSE   8.87  1/2  Up 5

Minni wheat closed slightly higher.
DEC12      HI     9.43  1/4             SEP13   HI      9.56  1/2
           LOW    9.28  3/4                     LOW     9.42  1/2
           CLOSE  9.38  3/4  Up 2 1/2           CLOSE   9.51  3/4  Up 1 3/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.66         -0.46           -1.01         -1.01
CAD $/bu              8.10          8.30            7.75          8.38
CAD $/tonne         297.71        305.01          284.95        307.84


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    -1.05   N/A    N/A    -1.00   -1.25   N/A
London      -0.94  -0.94   -1.14   N/A   -0.94   -0.94   -1.29   N/A
Hensall     -0.70   N/A    -1.05   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    -1.42   N/A    N/A     N/A    -1.36   N/A
Norwich     -0.70   N/A    -1.05   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 -0.80   N/A    -1.10   N/A   -0.80    N/A    -1.25   N/A
Chatham      N/A   -0.93   -1.08   N/A    N/A    -0.94   -1.24   N/A
Brigden      N/A   -0.93   -1.08   N/A    N/A    -0.94   -1.24   N/A
Palmerston   N/A   -0.79   -1.17  -0.98   N/A    -0.87   -1.30  -1.17
Varna       -0.70  -0.80   -0.95   N/A   -0.75   -1.10   -1.20   N/A
Mitchell    -0.80  -0.90   -1.05   N/A   -0.75   -1.05   -1.25   N/A
Thornton     N/A    N/A     N/A   -1.57   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.99   N/A     N/A     N/A   -0.96

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -0.45   N/A    N/A     N/A    -0.95   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       -0.06N/A        0.37N/A       -0.23N/A

Toledo El. 8.58US         8.52CA        8.65US          8.62CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.52         -0.42           -0.97         -0.97
CAD $/bu              8.35          8.45            7.90          8.54
CAD $/tonne         306.84        310.50          290.35        313.89

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

FEED GRAINS
Bayport Wheat             365.00
Bayport Oats              335.00
Bayport Barley            310.00
FOB Hm Soymeal            520.19 - 527.91
DDG's FOB Srn, Wndr, Aylm 240.00 - 270.00


Wednesday November 23, 2012 			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	Dec	7.5950	↑	15.00	cents
Soybeans CBOT	Nov	14.4700	↑	30.25	cents
Wheat CBOT	Dec	8.7600	↑	25.25	cents
Wheat Minn.	Dec	9.3875	↑	21.00	cents
Wheat Kansas	Dec	9.2000	↑	43.75	cents
 	 	 	 	 	 
Canadian $	Dec	1.0069	↑	0.00	points

A Statistics Canada report indicated Ontario's status as the economic engine of Canada has been eroding since 2003, with the manufacturing sector leading the retreat. While Ontario remains the largest province by payroll workers with 5.8 million non-farm employees, its share has dropped to 38% from 39.2% since 2003. The EU gave the green light to €37 billion ($47.89 billion) in funding to Spain's banking sector, this followed sharp cut backs in banking employment. Spanish banks are forced to do more with less taxpayer’s money given the strict regulations in place. The loonie shed earlier losses following positive news from House of Representatives south of the border that they would find a final solution that would help evade the ‘fiscal-cliff’ in due time.
Corn
Corn futures were mostly firm in Chicago. A study conducted by Rabobank, a large agri-financing institution based in the Netherlands, predicts that grain prices will rise in the first half of 2013 but will dip back as production catches up to the earlier weather stricken supply.
Soybeans
Soybean was lower in Chicago towards end of day. Recent US legislation, if passed by the US senate and president, will ease trade with Russia and may double soybean exports according to the vice president of the American Soybean Association. Brazil’s expanded railway network poses a threat to take the title of the world’s largest soybean exporter from the US. 

WHEAT
Wheat was mostly up in Chicago. Prospects for North American and Western European wheat exports are looking promising given that rival supplies from Russia and the Black Sea region are running out of steam due to drought-damaged harvests. Meanwhile, scientist from Britain, Germany and the US have unlocked 96,000 wheat genes that may help in creating varieties that are more productive and better able to cope with disease, drought and other crop stresses
Wheat Contract prices for November 28th 2012 at 3:30pm, are as follows:
SWW at $297.76 per tonne ($8.10 /bu), HRW at $305.06 per tonne ($8.30/bu.),
HRS at $307.89 per tonne ($8.38/bu.), and SRW at $284.99 per tonne ($7.76/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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