[Farmmarketnews] Thursday Ontario Commodity Report and Weekly Commentary by Ahmed Chilmeran

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Sep 13 16:41:07 EDT 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, September 13
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9753 down 0.0004
Chicago corn closed slightly higher.

      DEC12   HI 7.75                         DEC12    HI 7.75
             LOW 7.64  1/4                            LOW 7.64  1/4
            CLOSE7.73  3/4  Up 4 1/4                CLOSE 7.73  3/4  Up 4 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +DEC12+DEC12+MAR13
CK Low      -0.35                        7.39 290.83 -0.65         7.09 279.02
CK High     -0.30                        7.44 292.80 -0.65         7.09 279.02
CK Avg      -0.33                  -0.08 7.41 291.82 -0.65 -0.42   7.09 279.02
Essex Cty   -0.35                        7.39 290.83 -0.70         7.04 277.05
Mdsx Low    -0.35                        7.39 290.83 -0.65         7.09 279.02
Mdsx High   -0.30                        7.44 292.80 -0.65         7.09 279.02
Mdsx Avg    -0.33                  -0.08 7.41 291.82 -0.65 -0.42   7.09 279.02
Hensall     -0.30                        7.44 292.80 -0.63         7.11 280.01
Bruce       -0.30                        7.44 292.80 -0.65         7.09 279.02
Putnam      -0.30                        7.44 292.80 -0.65         7.09 279.02
Burford     -0.35                        7.39 290.83 -0.65         7.09 279.02
Port Perry  -0.30                        7.44 292.80 -0.80         6.94 273.12
Norfolk     -0.35                        7.39 290.83 -0.65         7.09 279.02
Palmerston  -0.30                        7.44 292.80 -0.65         7.09 279.02
Varna       -0.30                        7.44 292.80 -0.65         7.09 279.02
Trenton      0.20                        7.94 312.49 -0.65         7.09 279.02
Winchester  N/A                                      -0.45         7.29 286.90
North Gower N/A                                      -0.85         6.89 271.15
Huron FOB   -0.10                        7.64 300.68 -0.60         7.14 280.99
Kent FOB    -0.35                        7.39 290.83 -0.65         7.09 279.02
Lamb FOB    -0.35                        7.39 290.83 -0.65         7.09 279.02
Mdsx FOB    -0.20N/A   N/A   N/A         7.54 296.74 -0.65         7.09 279.02
FOB SW Que   0.20                        7.94 312.49 -0.65         7.09 279.02
Track        0.23                        7.96 313.47N/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  -0.10 -0.75 -0.75 -0.35      7.64 300.68 -0.75         6.99 275.09
Sarn-Eth    -0.20 -0.40 -0.40 -0.30      7.54 296.74 -0.40         7.34 288.86
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Cas  N/A   -0.40 -0.45 -0.35                  -0.30         7.44 292.80
Pt.Colb-Cas  0.05 -0.20 -0.40 -0.30      7.79 306.58 -0.40         7.34 288.86
Cardnl-Cas  N/A   -0.35 -0.50 -0.30                  -0.40         7.34 288.86
W O Feed     0.27                   0.29 8.01 315.24

US Rep       0.65                   0.67 8.39 330.20
Toledo El.  N/A                                       0.07         7.81 307.29

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    N/A                                      -0.86         6.88270 3/4

MID SD CRN                                           -0.65         7.08 3/4
HI SD CRN                                            -0.65         7.08 3/4
*Wet Bid


Bank of Canada Noon exchange rate was 0.9753 down 0.0004
Chicago soybeans closed slightly to moderately higher.

       NOV12   HI 17.50               NOV12    HI 17.50
              LOW 17.32  3/4                  LOW 17.32  3/4
             CLOSE17.47  1/4  Up 1 1/2      CLOSE 17.47  1/4  Up 1 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +NOV1+NOV1+JAN13
CK Low       -1.20                    16.27 597.91-1.25     16.22 596.07
CK High      -1.20                    16.27 597.91-1.15     16.32 599.75
CK Average   -1.20               -0.6516.27 597.91-1.20-0.6816.27 597.91
Essex Cty    -1.01                    16.46 604.89-1.27     16.20 595.34
Mdsx Low      N/A                                 -1.27     16.20 595.34
Mdsx High     N/A                                 -1.15     16.32 599.75
Mdsx Average  N/A                                 -1.21-0.6916.26 597.54
Hensall      -1.15                    16.32 599.75-1.15     16.32 599.75
Bruce        -1.15                    16.32 599.75-1.15     16.32 599.75
Putnam        N/A                                 -1.20     16.27 597.91
Burford       N/A                                 -1.27     16.20 595.34
Port Perry    N/A                                 -1.30     16.17 594.24
Norfolk      -1.15                    16.32 599.75-1.15     16.32 599.75
Palmerston    N/A                                 -1.15     16.32 599.75
Varna        -1.15                    16.32 599.75-1.15     16.32 599.75
Trenton       N/A                                 -1.12     16.35 600.85
Winchester    N/A                                 -1.00     16.47 605.26
North Gower   N/A                                 -1.06     16.41 603.06
Huron FOB    -1.05                    16.42 603.42-1.05     16.42 603.42
Kent FOB     -1.20                    16.27 597.91-1.20     16.27 597.91
Lambton FOB  -1.20                    16.27 597.91-1.20     16.27 597.91
Middlesex FOB N/A  N/A  N/A  N/A                  -1.00     16.47 605.26

PROCESSORS
Hamilton     -0.79-0.76-0.66-0.61     16.68 612.98-0.76     16.71 614.08
Windsor      -0.78-1.04-1.04-0.88     16.69 613.34-1.05     16.42 603.42
Winchester   -1.11                    16.36 601.22-0.97     16.50 606.36

TRANSFER
Hamilton      N/A  N/A  N/A  N/A                  -0.78     16.69 613.34
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     -0.55                    16.92 621.80-0.55     16.92 621.80

Toledo El.    N/A                                 -0.24     17.23 633.09


Bank of Canada Noon exchange rate was 0.9753 down 0.0004
Chicago wheat closed moderately higher.
DEC12      HI         9.05              JUL13   HI      8.78  3/4
           LOW    8.85  3/4                     LOW     8.61  1/4
           CLOSE  9.02   Up 12                  CLOSE   8.78   Up 10 1/2

Minni wheat closed slightly to moderately higher.
DEC12      HI     9.65  1/2             SEP13   HI         9.56
           LOW    9.47  1/2                     LOW        9.49
           CLOSE  9.62  1/2  Up 11              CLOSE   9.55  1/4  Up 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                -0.77         -0.58           -1.11         -1.13
CAD $/bu              8.25          8.44            7.91          8.50
CAD $/tonne         303.17        310.29          290.72        312.25


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   -1.00   -1.35   N/A    N/A    -0.95   -1.20   N/A
London      -1.09  -1.09   -1.48   N/A   -0.89   -0.99   -1.33   N/A
Hensall     -0.90   N/A    -1.35   N/A   -0.75    N/A    -1.20   N/A
Trenton      N/A    N/A    -1.25   N/A    N/A     N/A    -1.25   N/A
Winchester   N/A    N/A     N/A   -0.75   N/A     N/A     N/A    N/A
Essex        N/A    N/A    -1.49   N/A    N/A     N/A    -1.32   N/A
Norwich     -0.90   N/A    -1.35   N/A   -0.75    N/A    -1.20   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    -1.35   N/A   -0.75    N/A    -1.20   N/A
Chatham      N/A   -0.98   -1.38   N/A    N/A    -0.93   -1.23   N/A
Brigden      N/A   -0.98   -1.38   N/A    N/A    -0.93   -1.23   N/A
Palmerston   N/A   -0.91   -1.37  -1.36   N/A    -0.90   -1.22  -1.28
Varna       -0.95  -0.95   -1.35   N/A   -0.75   -0.80   -1.20   N/A
Mitchell    -0.90  -0.90   -1.35   N/A   -0.75   -0.85   -1.20   N/A
Thornton     N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -1.08   N/A     N/A     N/A    N/A

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -1.34   N/A    N/A     N/A    -0.88   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        0.30  -0.38N/A    N/A         0.32  -0.26N/A

Toledo El. 8.72US         8.44CA        8.70US          8.44CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.55         -0.26           -0.89         -1.11
CAD $/bu              8.23          8.52            7.89          8.45
CAD $/tonne         302.39        313.09          289.91        310.33

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

FEED GRAINS
Bayport Wheat             360.00 - 365.00
Bayport Oats              340.00
Bayport Barley            340.00
FOB Hm Soymeal            600.11 - 603.42
DDG's FOB Srn, Wndr, Aylm 295.00 - 320.00



Ontario Grain Market Commentary for September 13, 2012
By Ahmed Chilmeran, Grain Farmers of Ontario

Wednesday September 13, 2012 			
Commodity	Period	Price  	Weekly Movement - Thursday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	Dec	7.7375	↓	25.75	cents
Soybeans CBOT	Nov	17.4725	↑	5.25	cents
Wheat CBOT	Dec	9.0175	↓	3.25	cents
Wheat Minn.	Dec	9.6225	↑	5.25	cents
Wheat Kansas	Dec	9.2000	↑	1.00	cents
 	 	 	 	 	 
Canadian $	Sep	1.0319	↑	94.00	points

Following the recent ECB statement to buy out government bonds to keep borrowing costs down for vulnerable EU countries like Spain and Italy, the US Federal Reserve made a bold move on Thursday to stimulate the national economy with $40 billion/month shopping spree to buy out the toxic mortgage-backed securities for as long as necessary. Moreover, the plan also meant short-term interest rates be kept at record lows through mid of 2015. The shock rippled into commodity and financial markets, leaving oil crude higher overall. The TSX among other stock markets rose as well. More importantly, this left the US dollar down relative to the Loonie, which is now riding a 13 month high. The OECD in a recent report indicated that Canada among other developed nations is lagging behind in the area of R&D, at a time when much investment is needed to continue growing and create jobs.

Corn
Corn was slightly higher in Chicago despite the USDA in its report yesterday indicating higher than anticipated monthly supplies due to higher beginning stocks. US production is lowered 52 million bushels with the national average yield down to 122.8 bu/acre. US export sales where higher however, sales remain below the levels experienced a year ago.

Soybeans
Soybeans rose in Chicago after the USDA report indicated lower supplies of the crop due to lower beginning stocks. Net soybean export sales were lower than expected due to higher prices as many importers, including top buyer China are waiting on prices to drop. Global oilseed production for 2012/13 is projected at 453.1 million tons, down 4.2 million from last month due to lower production in Canada and Ukraine.  

WHEAT
Wheat is up in Chicago after the USDA indicated in its report that global supplies are tight, impacting wheat trade by as much as 11%. According to the USDA, the drought experienced in the North American, Russia and other part of the world will impact harvests of wheat among other crops but not to the sever extent many have portrayed. Egypt, through its state run buying commission is the world’s largest wheat importer. The commission will mark its seventh tender in approximately a month to secure wheat for the country.
Contract prices for September 13th, 2012 at 3:30pm, are as follows:
SWW at $300.47 per tonne ($8.18 /bu), HRW at $307.53 per tonne ($8.34 /bu.),
HRS at $309.46 per tonne ($8.42/bu.), and SRW at $288.49 per tonne ($7.84/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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