[Farmmarketnews] Wednesday Ontario Commodity Report and Grain Farmers of Ontario Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Nov 20 15:35:59 EST 2013


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, November 20
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0445 down 0.0021
Chicago corn closed slightly lower.

      DEC13   HI 4.19                         DEC14    HI 4.56  1/4
             LOW 4.15                                 LOW 4.52  1/2
            CLOSE4.17   Down  3/4                   CLOSE 4.53  3/4  Down 1 1/2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR14+MAR14+MAR14
CK Low      -0.35                        3.82 150.39 -0.50         4.04 158.95
CK High     -0.25                        3.92 154.32 -0.40         4.14 162.89
CK Avg      -0.32                  -0.51 3.85 151.70 -0.44 -0.65   4.10 161.25
Essex Cty   -0.35                        3.82 150.39 -0.50         4.04 158.95
Mdsx Low    -0.25                        3.92 154.32 -0.45         4.09 160.92
Mdsx High   -0.25                        3.92 154.32 -0.40         4.14 162.89
Mdsx Avg    -0.25                  -0.44 3.92 154.32 -0.43 -0.63   4.11 161.90
Hensall     -0.33                        3.85 151.37 -0.48         4.06 159.93
Bruce       -0.40                        3.77 148.42 -0.45         4.09 160.92
Putnam      -0.35                        3.82 150.39 -0.65         3.89 153.04
Burford     -0.25                        3.92 154.32 -0.40         4.14 162.89
Port Perry  -0.30                        3.87 152.36 -0.40         4.14 162.89
Norfolk     -0.35                        3.82 150.39 -0.45         4.09 160.92
Palmerston  -0.30                        3.87 152.36 -0.60         3.94 155.01
Varna       -0.30                        3.87 152.36 -0.50         4.04 158.95
Trenton     -0.45                        3.72 146.45 -0.60         3.94 155.01
Winchester  N/A                                     N/A
North Gower -0.40                        3.77 148.42N/A
Huron FOB   -0.30                        3.87 152.36 -0.50         4.04 158.95
Kent FOB    -0.35                        3.82 150.39 -0.45         4.09 160.92
Lamb FOB    -0.35                        3.82 150.39 -0.45         4.09 160.92
Mdsx FOB    -0.25 -0.20 -0.20N/A         3.92 154.32 -0.40         4.14 162.89
FOB SW Que  -0.20                        3.97 156.29N/A
Track        0.00                        4.17 164.17N/A
PROCESSORS
Chat-Eth    -0.55 -0.35 -0.30 -0.25      3.62 142.51N/A
Jhnstwn-Eth N/A   -0.20 -0.30 -0.25                 N/A
Aylmer-Eth  -0.55 -0.35 -0.30 -0.25      3.62 142.51  N/A
Sarn-Eth    -0.20 -0.10 -0.20 -0.20      3.97 156.29N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  -0.05 -0.25 -0.10 -0.05      4.12 162.20N/A
Pt.Colb-Ing -0.05 -0.25 -0.05  0.00      4.12 162.20N/A
Cardnl-Ing  -0.05  0.10 -0.05  0.00      4.12 162.20N/A
W O Feed     0.13                   0.08 4.30 169.28

US Rep       0.30                   0.25 4.47 175.98
Toledo El.  -0.21                        3.96 155.93 -0.38         4.16 163.81

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.35                        3.82 150.39N/A
Hamilton    -0.10                        4.07160 2/9N/A

MID SD CRN  -0.30                        3.87
HI SD CRN   -0.25                        3.92
*Wet Bid


Bank of Canada Noon exchange rate was 1.0445 down 0.0021
Chicago soybeans closed narrowly mixed.

       JAN14   HI 12.83  3/4          NOV14    HI 11.56  1/4
              LOW 12.70  1/4                  LOW 11.48  3/4
             CLOSE12.73  3/4  Down 2 1/2    CLOSE 11.53  1/4  Up 3 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR14
CK Low       0.20                     12.94 475.37-0.35     11.18 410.89
CK High      0.23                     12.97 476.47-0.25     11.28 414.56
CK Average   0.21                -0.3812.94 475.56-0.33-0.8611.21 411.81
Essex Cty    0.41                     13.15 483.09-0.07     11.46 421.17
Mdsx Low     0.20                     12.94 475.37-0.30     11.23 412.72
Mdsx High    0.21                     12.95 475.74-0.29     11.24 413.09
Mdsx Average 0.21                -0.3812.94 475.56-0.30-0.8311.24 412.91
Hensall      0.25                     12.99 477.21-0.28     11.26 413.64
Bruce        0.20                     12.94 475.37-0.35     11.18 410.89
Putnam       0.30                     13.04 479.05-0.25     11.28 414.56
Burford      0.24                     12.98 476.84-0.26     11.27 414.19
Port Perry   0.21                     12.95 475.74-0.29     11.24 413.09
Norfolk      0.20                     12.94 475.37-0.30     11.23 412.72
Palmerston   0.25                     12.99 477.21-0.25     11.28 414.56
Varna        0.25                     12.99 477.21-0.30     11.23 412.72
Trenton      0.20                     12.94 475.37-0.30     11.23 412.72
Winchester   0.20                     12.94 475.37-0.15     11.38 418.24
North Gower  0.48                     13.22 485.66 N/A
Huron FOB    0.35                     13.09 480.88-0.30     11.23 412.72
Kent FOB     0.20                     12.94 475.37-0.35     11.18 410.89
Lambton FOB  0.20                     12.94 475.37-0.35     11.18 410.89
Middlesex FOB0.45 0.48  N/A  N/A      13.19 484.56-0.21     11.32 416.03

PROCESSORS
Hamilton     0.70 0.75 0.60  N/A      13.44 493.740.15      11.68 429.26
Windsor      0.64 0.65 0.66 0.57      13.38 491.540.16      11.69 429.63
Winchester    N/A                                  N/A

TRANSFER
Hamilton     0.83  N/A  N/A  N/A      13.57 498.52 N/A
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     1.20                     13.94 512.12 N/A

Toledo El.   0.07                     12.81 470.71-0.50     11.03 405.30


Bank of Canada Noon exchange rate was 1.0445 down 0.0021
Chicago wheat closed slightly lower.
DEC13      HI     6.54  3/4             JUL14   HI      6.61  3/4
           LOW    6.46  1/4                     LOW     6.53  1/4
           CLOSE  6.47  1/4  Down 3             CLOSE   6.54  3/4  Down 4 3/4

Minni wheat closed slightly lower to steady.
DEC13      HI         7.00              SEP14   HI         7.25
           LOW    6.95  1/2                     LOW     7.23  1/4
           CLOSE  6.97  3/4  Unchanged          CLOSE   7.23  1/2  Down  3/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 13   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.33         -0.22           -0.49         -0.62
CAD $/bu              6.14          6.25            5.99          6.36
CAD $/tonne         225.73        229.58          219.97        233.61


Direct MarkHarvest 2013                 Harvest 2014
           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     N/A    -0.70   N/A
London      -0.75  -0.12   -0.59   N/A   -0.32   -0.32   0.69    N/A
Hensall     -0.25   N/A    -0.55   N/A   -0.20    N/A    -0.70   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.85   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    -0.64   N/A    N/A     N/A    -0.69   N/A
Norwich     -0.25   N/A    -0.55   N/A   -0.20    N/A    -0.70   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    -0.55   N/A   -0.20    N/A    -0.70   N/A
Chatham      N/A   -0.70   -0.60   N/A    N/A     N/A    -0.70   N/A
Brigden      N/A   -0.70   -0.60   N/A    N/A     N/A    -0.70   N/A
Palmerston   N/A    0.02   -0.56  -0.57   N/A    -0.29   -0.71  -0.66
Varna       -0.25   0.15   -0.55   N/A   -0.25   -0.30   -0.70   N/A
Mitchell    -0.25   0.15   -0.55   N/A   -0.20   -0.25   -0.70   N/A
Thornton     N/A    N/A     N/A   -0.44   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.58   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    -0.13   N/A    N/A     N/A    -0.38   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        0.25N/A        0.93N/A        0.41N/A

Toledo El. 6.31US         6.60CA        6.42US          6.71CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 14        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.33         -0.12           -0.53         -0.66
CAD $/bu              6.22          6.43            6.01          6.57
CAD $/tonne         228.62        236.30          220.93        241.59

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

FEED GRAINS
Bayport Wheat             290.00 - 310.00
Bayport Oats              290.00
Bayport Barley            270.00
FOB Hm Soymeal            541.24 - 551.17
DDG's FOB Srn & Aylm       240.00



Wednesday, November 20, 2013
			
Commodity	Period	Price 	Weekly Movement
Corn CBOT	Dec. 	4.17	↓	12 ¾    	cents
Soybeans CBOT	Jan.	12.73 ¾ 	↓	 41 ¼ 	cents
Wheat CBOT	Dec.	6.47 ¼ 	↑	  1 ¾ 	cents
Wheat Minn.	Dec.	6.97 ¾ 	↓	  1 ¾ 	cents
Wheat Kansas	Dec.	 6.95 ½ 	↓	 6 ½ 	cents
 	 				 
Canadian $	Dec.	0.9565	↑	18	points


CORN: 
The USDA crop progress report has pegged the harvest at 91 percent completion this week, up seven percent from last week. Ontario harvest is still hampered. Though the majority of corn has been harvested, there are still areas with significant acreage yet to be combined. 

Overall, the downtrend keeps a hold on the market. A slight bounce for the corn market on Tuesday, November 19 was short. There is pressure on the market from the Environmental Protection Agency proposed change in the ethanol mandate in the US. 


SOYBEANS: 	
The US soybean harvest is 95 percent completed and up four percent from last week, according the USDA Crop Progress Report. This week has been nothing short of interesting when it comes to following the soybean markets. Markets continue to move lower despite factors that some feel should be supporting the futures. 

Friday saw the release of the US Export Report from the USDA. Soybeans fell from above $13.10 per bushel to the low $12.80 per bushel range on Friday in part due to the report, but also due to alleged favourable weather in South America and softening cash markets. The futures have continued down into the $12.70 per bushel range by Wednesday, November 20, 2013. 

As previously reported, had all the conditions been favourable for Brazil, there was potential for the nation to lead globally in soybean production. While the weather conditions are favourable, there are other factors that have halted efforts. The Government of Brazil declared a state of emergency in parts of the country where a caterpillar infestation is threatening the crops. Industry analysts are keeping an eye to see how the issue is dealt with, and how the outcome will resonate in the marketplace, if at all. 



WHEAT: 

The US winter wheat crop condition ratings fell again this week by two percentage points in their respective categories. In the very poor to poor rating, the number was increased to seven percent. The good to excellent rating fell to 63 percent this week. 

In global production, Australia could be a real developing story. Rains have plagued the west and frost has affected the east; both are affecting the quality of the crop and reduced the harvest. Although known for having desirable high-protein wheat, the poor harvest may turn international purchasing away from the Australian crop this year to other markets – potentially in Canada and the United States. 

Wheat markets continue to try and grind lower. In part, they are caught on the tails of the corn markets. While there was a bit of support from several tenders, including a second by Egypt in as many weeks, the overall trend remains down. 

2013 November contract prices for November 20, 2013 at close are as follows:
SWW at $225.64 per tonne ($6.14/bu.), SRW at $219.87 per tonne ($5.98/bu.), HRW at $229.48 per tonne ($6.25/bu.), and HRS at $233.51 per tonne ($6.36/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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