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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Mar 20 16:20:39 EDT 2013


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, March 20
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0268 down 0.0006
Chicago corn closed slightly higher.

      MAY13   HI 7.33                         DEC13    HI 5.67  1/2
             LOW 7.24  1/2                            LOW 5.60
            CLOSE7.32  1/2  Up 4                    CLOSE 5.67   Up 4 3/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY13+JUL13+JUL13
CK Low      -0.40                        6.93 272.63 -0.70         4.97 195.66
CK High     -0.35                        6.98 274.59 -0.65         5.02 197.63
CK Avg      -0.39                  -0.59 6.94 273.08 -0.69 -0.84   4.98 195.99
Essex Cty   -0.35                        6.98 274.59 -0.70         4.97 195.66
Mdsx Low    -0.40                        6.93 272.63 -0.70         4.97 195.66
Mdsx High   -0.40                        6.93 272.63 -0.70         4.97 195.66
Mdsx Avg    -0.40                  -0.60 6.93 272.63 -0.70 -0.85   4.97 195.66
Hensall     -0.40                        6.93 272.63 -0.70         4.97 195.66
Bruce       -0.40                        6.93 272.63 -0.70         4.97 195.66
Putnam      -0.40                        6.93 272.63 -0.70         4.97 195.66
Burford     -0.40                        6.93 272.63 -0.70         4.97 195.66
Port Perry  -0.50                        6.83 268.69 -0.75         4.92 193.69
Norfolk     -0.43                        6.90 271.44 -0.70         4.97 195.66
Palmerston  -0.45                        6.88 270.66 -0.70         4.97 195.66
Varna       -0.40                        6.93 272.63 -0.70         4.97 195.66
Trenton     -0.50                        6.83 268.69 -0.70         4.97 195.66
Winchester  -0.35                        6.98 274.59 -0.50         5.17 203.53
North Gower -0.99                        6.34 249.40 -0.59         5.08 199.99
Huron FOB   -0.40                        6.93 272.63 -0.70         4.97 195.66
Kent FOB    -0.38                        6.95 273.41 -0.70         4.97 195.66
Lamb FOB    -0.38                        6.95 273.41 -0.70         4.97 195.66
Mdsx FOB    -0.40 -0.40 -0.20 -0.20      6.93 272.63 -0.70         4.97 195.66
FOB SW Que  -0.45                        6.88 270.66 -0.34         5.33 209.83
Track       -0.13                        7.20 283.45N/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    -0.20                   N/A
Sarn-Eth    N/A   -0.35  0.00  0.00                 N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A   N/A   N/A                     -0.50         5.17 203.53
Pt.Colb-Ing N/A  N/A   N/A   N/A                     -0.45         5.22 205.50
Cardnl-Ing  N/A  N/A   N/A   N/A                     -0.45         5.22 205.50
W O Feed    -0.09                  -0.12 7.24 284.83

US Rep       0.57                   0.54 7.90 310.81
Toledo El.   0.22                        7.54 296.86 -0.34         5.33 209.88

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.40                        6.93 272.63 -0.73         4.94194 1/2
Hamilton    -0.35                        6.98274 3/5 -0.45         5.22205 1/2

MID SD CRN  -0.37   1/2                  6.95
HI SD CRN   -0.35                        6.97 1/2
*Wet Bid


Bank of Canada Noon exchange rate was 1.0268 down 0.0006
Chicago soybeans closed slightly to moderately higher.

       MAY13   HI 14.22               NOV13    HI 12.62
              LOW 14.06  1/4                  LOW 12.51  3/4
             CLOSE14.19  3/4  Up 13         CLOSE 12.61   Up 5 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+JUL1+JUL13
CK Low       0.00                     14.20 521.67-0.55     12.06 443.13
CK High      0.06                     14.26 523.87-0.42     12.19 447.91
CK Average   0.02                -0.3614.22 522.46-0.50-0.8412.11 444.91
Essex Cty    0.27                     14.47 531.59-0.25     12.36 454.15
Mdsx Low     0.00                     14.20 521.67-0.50     12.11 444.97
Mdsx High    0.03                     14.23 522.77-0.49     12.12 445.33
Mdsx Average 0.02                -0.3714.21 522.22-0.50-0.8312.12 445.15
Hensall      0.03                     14.22 522.59-0.48     12.14 445.88
Bruce        0.00                     14.20 521.67-0.50     12.11 444.97
Putnam       0.10                     14.30 525.34-0.45     12.16 446.80
Burford      0.03                     14.23 522.77-0.49     12.12 445.33
Port Perry   0.05                     14.25 523.51-0.47     12.14 446.07
Norfolk      0.08                     14.28 524.61-0.45     12.16 446.80
Palmerston   0.05                     14.25 523.51-0.45     12.16 446.80
Varna        0.05                     14.25 523.51-0.45     12.16 446.80
Trenton      -0.20                    14.00 514.32-0.40     12.21 448.64
Winchester   -0.22                    13.98 513.59-0.28     12.33 453.05
North Gower  -0.11                    14.09 517.63-0.31     12.30 451.95
Huron FOB    0.15                     14.35 527.18-0.40     12.21 448.64
Kent FOB     0.06                     14.26 523.87-0.50     12.11 444.97
Lambton FOB  0.06                     14.26 523.87-0.50     12.11 444.97
Middlesex FOB0.01 0.08 0.12  N/A      14.21 522.04-0.33     12.28 451.21

PROCESSORS
Hamilton     0.40 0.45 0.50  N/A      14.60 536.370.00      12.61 463.34
Windsor      0.49 0.50 0.51 0.68      14.69 539.67-0.02     12.59 462.60
Winchester    N/A                                  N/A

TRANSFER
Hamilton     0.45  N/A  N/A  N/A      14.65 538.200.08      12.69 466.28
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.30                     14.50 532.690.37      12.98 476.93

Toledo El.   0.07                     14.27 524.31-0.39     12.22 449.00


Bank of Canada Noon exchange rate was 1.0268 down 0.0006
Chicago wheat closed moderately higher.
MAY13      HI     7.36  3/4             JUL13   HI      7.34  3/4
           LOW        7.21                      LOW     7.19  3/4
           CLOSE  7.36   Up 14                  CLOSE   7.34   Up 13 1/4

Minni wheat closed moderately higher.
MAY13      HI     8.09  3/4             SEP13   HI         8.10
           LOW        7.97                      LOW        7.96
           CLOSE  8.09  1/2  Up 10 3/4          CLOSE   8.09   Up 12

GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.42         -0.21           -0.57         -0.76
CAD $/bu              6.94          7.15            6.79          7.34
CAD $/tonne         255.07        262.62          249.41        269.60


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    -0.60   N/A    N/A    -0.90   -0.85   N/A
London      -0.80  -0.58   -0.63   N/A   -0.53   -0.73   -0.89   N/A
Hensall     -0.35   N/A    -0.55   N/A   -0.40    N/A    -0.90   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -1.10   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.49
Essex        N/A    N/A    -0.62   N/A    N/A     N/A    -0.86   N/A
Norwich     -0.35   N/A    -0.55   N/A   -0.40    N/A    -0.90   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.40   N/A    -0.65   N/A   -0.45    N/A    -0.90   N/A
Chatham      N/A   -0.60   -0.65   N/A    N/A    -0.84   -0.89   N/A
Brigden      N/A   -0.60   -0.65   N/A    N/A    -0.84   -0.89   N/A
Palmerston   N/A   -0.37   -0.61  -0.54   N/A    -0.68   -0.89  -0.59
Varna       -0.35  -0.45   -0.50   N/A   -0.45   -0.80   -0.90   N/A
Mitchell    -0.35  -0.60   -0.55   N/A   -0.40   -0.85   -0.90   N/A
Thornton     N/A    N/A     N/A   -0.81   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.74   N/A     N/A     N/A   -0.78

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -0.06   N/A    N/A     N/A    -0.65   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        0.30N/A        0.51N/A       -0.01N/A

Toledo El. 7.18US         7.37CA        7.21US          7.40CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.26         -0.21           -0.73         -0.71
CAD $/bu              7.08          7.13            6.61          7.38
CAD $/tonne         259.98        261.86          243.00        271.30

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

FEED GRAINS
Bayport Wheat             347.00 - 355.00
Bayport Oats              350.00
Bayport Barley            320.00
FOB Hm Soymeal            485.91 - 490.32
DDG's FOB Srn, Wndr, Aylm 305.00 - 310.00

Wednesday March 20, 2013			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	May	7.3225	↑	15.75	cents
Soybeans CBOT	May	14.1975	↓	17.25	cents
Wheat CBOT	May	7.3600	↑	13.50	cents
Wheat Minn.	May	8.0950	↑	13.75	cents
Wheat Kansas	May	7.6625	↑	20.00	cents
 	 	 	 	 	 
Canadian $	June	0.9738	↓	31.00	points

Investors have diverted their attention to the failing banking sector situation in Cyprus. European Union (EU) finance ministers told Cyprus lawmakers to raise 5.8 billion euros from bank depositors in order to secure a 10 billion euro bailout. The EU is maintaining the revenue target and keeping the pressure on Cyprus to raise the added funds. A parliamentary vote to approve the tax failed Tuesday night, sending Cyprus’ finance minister to Russia to secure funds as a Plan-B. Markets following the news returned to normal with the TSX registering higher numbers especially with BlackBerry stocks prior to its official release of their new devices in the US market. The loonie rose against the greenback following the EU announcement on Cyprus’ financial situation. 
Corn
Corn futures are trading slightly higher in Chicago. Ethanol production for the week ending March 15 averaged 809,000 bpd, up 1.5% over last week and down 9.4% over last year’s production according to the CME. Ontario, historically, has been a net importer of corn but this has changed recently with a higher than normal volume of Ontario corn moving south of the border to supply US ethanol plants and feed suppliers, according to Reuters. One million tonnes of Ontario corn is expected to meet US demand this year following the US’ worst drought in half a century. 
Soybeans
Soybeans were trading higher in Chicago while questions remained on the state of Chinese demand for soybeans as recent reports indicate that Brazilian cargos were cancelled. In addition, South American soybean crushings and exports fell short of expectations in the past two months according to Oil World. As the largest soybean importer with nearly 57% of world imports in 2011, China will likely see the level of its stocks play an important factor in deciding prices going forward. 
WHEAT
Wheat futures are mostly higher after finding support from a lower US dollar. The dollar is falling against most major currencies ahead of a decision by the Federal Reserve on interest rates. Wheat is beginning to come out of dormancy in the Western Plains according to the CME. The weather forecast over the next week calls for mostly below normal precipitation and temperatures. 
Current contract prices for March 20, 2013 as of 3:30 pm are as follows:
SWW at $255.07 per tonne ($6.94 /bu), HRW at $262.61 per tonne ($7.15/bu.),
HRS at $269.60 per tonne ($7.34/bu), and SRW at $249.41 per tonne ($6.79/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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