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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Sep 19 16:04:50 EDT 2012


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, September 19
(All Bases in CAD)
Bank of Canada Noon exchange rate was 0.9745 up 0.0003
Chicago corn closed higher.

      DEC12   HI 7.59  1/4                    DEC12    HI 7.59  1/4
             LOW 7.39  1/2                            LOW 7.39  1/2
            CLOSE7.56  1/2  Up 16 1/2               CLOSE 7.56  1/2  Up 16 1/2

            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                        7.22 284.04 -0.65         6.92 272.23
CK High     -0.30                        7.27 286.01 -0.65         6.92 272.23
CK Avg      -0.33                  -0.14 7.24 285.03 -0.65 -0.47   6.92 272.23
Essex Cty   -0.25                        7.32 287.98 -0.65         6.92 272.23
Mdsx Low    -0.35                        7.22 284.04 -0.65         6.92 272.23
Mdsx High   -0.30                        7.27 286.01 -0.65         6.92 272.23
Mdsx Avg    -0.33                  -0.14 7.24 285.03 -0.65 -0.47   6.92 272.23
Hensall     -0.30                        7.27 286.01 -0.63         6.94 273.22
Bruce       -0.30                        7.27 286.01 -0.65         6.92 272.23
Putnam      -0.30                        7.27 286.01 -0.65         6.92 272.23
Burford     -0.35                        7.22 284.04 -0.65         6.92 272.23
Port Perry  -0.30                        7.27 286.01 -0.85         6.72 264.36
Norfolk     -0.35                        7.22 284.04 -0.65         6.92 272.23
Palmerston  -0.30                        7.27 286.01 -0.70         6.87 270.26
Varna       -0.30                        7.27 286.01 -0.65         6.92 272.23
Trenton      0.20                        7.77 305.69 -0.65         6.92 272.23
Winchester  N/A                                      -0.40         7.17 282.07
North Gower N/A                                      -0.72         6.85 269.48
Huron FOB   -0.35                        7.22 284.04 -0.65         6.92 272.23
Kent FOB    -0.35                        7.22 284.04 -0.65         6.92 272.23
Lamb FOB    -0.35                        7.22 284.04 -0.65         6.92 272.23
Mdsx FOB    -0.20N/A   N/A   N/A         7.37 289.95 -0.65         6.92 272.23
FOB SW Que   0.10                        7.67 301.76 -0.60         6.97 274.20
Track        0.18                        7.74 304.71N/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      7.47 293.88 -0.75         6.82 268.29
Sarn-Eth     0.00 -0.40 -0.40 -0.30      7.57 297.82 -0.40         7.17 282.07
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Cas  N/A   -0.30 -0.45 -0.35                  -0.30         7.27 286.01
Pt.Colb-Cas N/A   -0.20 -0.40 -0.30                  -0.40         7.17 282.07
Cardnl-Cas  N/A   -0.35 -0.50 -0.30                  -0.40         7.17 282.07
W O Feed     0.27                   0.29 7.84 308.45

US Rep       0.70                   0.72 8.27 325.38
Toledo El.  N/A                                       0.07         7.63 300.51

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    N/A                                      -0.81         6.76266

MID SD CRN                                           -0.65         6.91 1/2
HI SD CRN                                            -0.65         6.91 1/2
*Wet Bid


Bank of Canada Noon exchange rate was 0.9745 up 0.0003
Chicago soybeans closed moderately higher to higher.

       NOV12   HI 16.75  3/4          NOV12    HI 16.75  3/4
              LOW 16.43                       LOW 16.43
             CLOSE16.69  1/2  Up 29 1/2     CLOSE 16.69  1/2  Up 29 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +NOV1+NOV1+JAN13
CK Low       -1.19                    15.51 569.71-1.25     15.45 567.51
CK High      -1.15                    15.55 571.18-1.15     15.55 571.18
CK Average   -1.17               -0.7715.53 570.45-1.19-0.7915.50 569.59
Essex Cty    -1.01                    15.69 576.33-1.13     15.57 571.92
Mdsx Low      N/A                                 -1.18     15.52 570.08
Mdsx High     N/A                                 -1.15     15.55 571.18
Mdsx Average  N/A                                 -1.17-0.7615.53 570.63
Hensall      -1.20                    15.50 569.34-1.18     15.52 570.26
Bruce         N/A                                 -1.15     15.55 571.18
Putnam        N/A                                 -1.25     15.45 567.51
Burford       N/A                                 -1.18     15.52 570.08
Port Perry    N/A                                 -1.21     15.49 568.98
Norfolk      -1.14                    15.56 571.55-1.14     15.56 571.55
Palmerston    N/A                                 -1.25     15.45 567.51
Varna        -1.20                    15.50 569.34-1.20     15.50 569.34
Trenton       N/A                                 -1.15     15.55 571.18
Winchester    N/A                                 -1.00     15.70 576.69
North Gower   N/A                                 -1.08     15.62 573.75
Huron FOB    -1.10                    15.60 573.02-1.10     15.60 573.02
Kent FOB     -1.19                    15.51 569.71-1.19     15.51 569.71
Lambton FOB  -1.19                    15.51 569.71-1.19     15.51 569.71
Middlesex FOB N/A  N/A  N/A  N/A                  -1.00     15.70 576.69

PROCESSORS
Hamilton     -0.76-0.76-0.66-0.61     15.94 585.51-0.76     15.94 585.51
Windsor      -0.78-0.90-0.84-0.72     15.92 584.78-0.90     15.80 580.37
Winchester   -1.00                    15.70 576.69-0.90     15.80 580.37

TRANSFER
Hamilton      N/A  N/A  N/A  N/A                  -0.65     16.05 589.55
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     -0.42                    16.28 598.00-0.42     16.28 598.00

Toledo El.    N/A                                 -0.24     16.45 604.47


Bank of Canada Noon exchange rate was 0.9745 up 0.0003
Chicago wheat closed moderately higher to higher.
DEC12      HI         8.83              JUL13   HI      8.67  1/2
           LOW        8.65                      LOW        8.47
           CLOSE  8.81  1/2  Up 18              CLOSE   8.66  1/2  Up 20 1/2

Minni wheat closed moderately higher.
DEC12      HI         9.45              SEP13   HI         9.34
           LOW        9.24                      LOW        9.21
           CLOSE  9.42   Up 17 1/2              CLOSE   9.34   Up 13 3/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.70         -0.50           -1.04         -1.06
CAD $/bu              8.12          8.31            7.77          8.36
CAD $/tonne         298.19        305.36          285.64        307.33


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   -1.05   -1.40   N/A    N/A    -0.95   -1.25   N/A
London      -1.07  -1.07   -1.41   N/A   -0.87   -0.96   -1.26   N/A
Hensall     -1.00   N/A    -1.40   N/A   -0.95    N/A    -1.25   N/A
Trenton      N/A    N/A    -1.40   N/A    N/A     N/A    -1.30   N/A
Winchester   N/A    N/A     N/A   -0.75   N/A     N/A     N/A    N/A
Essex        N/A    N/A    -1.43   N/A    N/A     N/A    -1.27   N/A
Norwich     -1.00   N/A    -1.40   N/A   -0.95    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 -1.00   N/A    -1.40   N/A   -0.95    N/A    -1.25   N/A
Chatham      N/A   -0.98   -1.37   N/A    N/A    -0.93   -1.22   N/A
Brigden      N/A   -0.98   -1.37   N/A    N/A    -0.93   -1.22   N/A
Palmerston   N/A   -0.89   -1.35  -1.34   N/A    -0.89   -1.20  -1.29
Varna       -1.00  -1.00   -1.40   N/A   -0.80   -0.95   -1.25   N/A
Mitchell    -1.00  -1.00   -1.40   N/A   -0.95   -0.95   -1.25   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   -1.16   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    -1.30   N/A    N/A     N/A    -0.83   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        0.37  -0.31N/A    N/A         0.38  -0.21N/A

Toledo El. 8.52US         8.31CA        8.59US          8.38CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.50         -0.21           -0.84         -1.05
CAD $/bu              8.16          8.46            7.82          8.29
CAD $/tonne         299.98        310.74          287.43        304.46

(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              335.00
Bayport Barley            340.00
FOB Hm Soymeal            558.55 - 561.86
DDG's FOB Srn, Wndr, Aylm 295.00 - 320.00


Weekly Market Commentary by Ahmed Chimeran, Grain Farmers of Ontario

Wednesday September 19, 2012 			
Commodity	Period	Price  	Weekly Movement - Thursday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	Dec	7.5375	↓	28.75	cents
Soybeans CBOT	Nov	16.6950	↓	76.75	cents
Wheat CBOT	Dec	8.7925	↓	42.25	cents
Wheat Minn.	Dec	9.3900	↓	36.50	cents
Wheat Kansas	Dec	9.0000	↓	41.50	cents
 	 	 	 	 	 
Canadian $	Dec	1.0243	↓	61.00	points

The TSX edged higher on Wednesday as the Bank of Japan joined the club of monetary easing central banks as witnessed prior in England, China and the US Federal reserve among others. The Japanese central bank reacted after a persistent weakening in exports and a prolonged slowdown in China’s economy. The bank eased monetary policy by boosting its asset-buying program to try to encourage consumer spending in the world's third largest economy. Energy shares dropped as crude oil prices fell below $95/barrel on Wednesday. 

Corn

Corn rose in Chicago at midday. Corn futures continue to enjoy market gains, trading mostly within a 10 cent range. Prices are firming but remain well below market highs. Recently, the ethanol industry cut back on production rates due to the recent price spikes, but that trend seems to be returning back to normal levels given lower corn prices. The poultry sector is likely to be one of the first venues to reflect the recent spike in Corn, since chickens grown for meat have a short lifespan compared to hogs or beef cattle and would likely reflect the recent market changes. 

Soybeans

Soybeans rose in Chicago after falling last week on expectations that crop yields across the drought-stricken US Midwest will exceed forecasts as harvesting moves at a record pace. Concerns remain as to whether world demand would be satisfied given the recent weather experienced in South America. Some farmers in North Dakota and Minnesota reported record high farm yields for soybean, benefiting from the late summer rains.


WHEAT

Wheat is up in Chicago after rising interest in buying from the recent lower prices. Wheat also found support from South Korean intention to purchase a combined 500,000 tonnes of wheat and other grains for feed in 2014, amounting to 5% of the country’s annual demand, to secure supplies in the event another price spike.
Contract prices for September 19th, 2012 at 3pm, are as follows:
SWW at $297.11 per tonne ($8.09 /bu), HRW at $304.27 per tonne ($8.28 /bu.),
HRS at $305.98 per tonne ($8.33/bu.), and SRW at $284.57 per tonne ($7.74 /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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