[Farmmarketnews] Wednesday Ontario Commodity Report and Weekly GFO Grain Market Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Oct 2 16:37:05 EDT 2013


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, October 2
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0332 down 0.0001
Chicago corn closed steady.

      DEC13   HI 4.41                         DEC13    HI 4.41
             LOW 4.35                                 LOW 4.35
            CLOSE4.39   Unchanged                   CLOSE 4.39   Unchanged

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +DEC13+MAR14+MAR14
CK Low      -0.40                        3.99 157.08 -0.70         3.69 145.27
CK High     -0.10                        4.29 168.89 -0.70         3.69 145.27
CK Avg      -0.30                  -0.45 4.09 161.02 -0.70 -0.85   3.69 145.27
Essex Cty   N/A                                      -0.70         3.69 145.27
Mdsx Low    -0.40                        3.99 157.08 -0.70         3.69 145.27
Mdsx High   -0.40                        3.99 157.08 -0.70         3.69 145.27
Mdsx Avg    -0.40                  -0.55 3.99 157.08 -0.70 -0.85   3.69 145.27
Hensall     -0.25                        4.14 162.98 -0.70         3.69 145.27
Bruce       -0.40                        3.99 157.08 -0.70         3.69 145.27
Putnam      N/A                                      -0.70         3.69 145.27
Burford     -0.40                        3.99 157.08 -0.70         3.69 145.27
Port Perry  -0.60                        3.79 149.21 -0.70         3.69 145.27
Norfolk     N/A                                      -0.70         3.69 145.27
Palmerston  N/A                                      -0.70         3.69 145.27
Varna       N/A                                      -0.70         3.69 145.27
Trenton     -0.30                        4.09 161.02 -0.70         3.69 145.27
Winchester  N/A                                      -0.40         3.99 157.08
North Gower -0.47                        3.92 154.32N/A
Huron FOB   -0.10                        4.29 168.89 -0.65         3.74 147.24
Kent FOB    N/A                                      -0.70         3.69 145.27
Lamb FOB    N/A                                      -0.70         3.69 145.27
Mdsx FOB    -0.40 -0.70 -0.70 -0.65      3.99 157.08 -0.70         3.69 145.27
FOB SW Que  N/A                                      -0.51         3.88 152.75
Track        0.35                        4.74 186.61N/A
PROCESSORS
Chat-Eth    N/A   -0.55 -0.55N/A                     -0.55         3.84 151.17
Jhnstwn-Eth N/A   -0.35 -0.35N/A                     -0.30         4.09 161.02
Aylmer-Eth  -0.25 -0.55 -0.55N/A         4.14 162.98 -0.55         3.84 151.17
Sarn-Eth    -0.45 -0.45 -0.35 -0.35      3.94 155.11 -0.45         3.94 155.11
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing   0.50 -0.25 -0.45 -0.40      4.89 192.51 -0.25         4.14 162.98
Pt.Colb-Ing  0.55 -0.40 -0.40 -0.35      4.94 194.48 -0.40         3.99 157.08
Cardnl-Ing   0.45 -0.40 -0.40 -0.40      4.84 190.54 -0.40         3.99 157.08
W O Feed     0.45                   0.42 4.84 190.54

US Rep       0.62                   0.59 5.01 197.23
Toledo El.  -0.31                        4.08 160.61 -0.31         4.08 160.61

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                      -0.70         3.69145 1/4
Hamilton    N/A                                      -0.57         3.82150 2/5

MID SD CRN                                           -0.70         3.691
HI SD CRN                                            -0.70         3.691
*Wet Bid


Bank of Canada Noon exchange rate was 1.0332 down 0.0001
Chicago soybeans closed slightly higher.

       NOV13   HI 12.82               NOV14    HI 11.61
              LOW 12.63  3/4                  LOW 11.47  1/2
             CLOSE12.73  3/4  Up 5 3/4      CLOSE 11.59   Up 9 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +NOV1+JAN1+JAN14
CK Low       -0.25                    12.49 458.84-0.50     11.09 407.49
CK High      -0.20                    12.54 460.67-0.40     11.19 411.16
CK Average   -0.23               -0.6712.50 459.45-0.46-0.8611.13 408.96
Essex Cty    -0.14                    12.60 462.88-0.33     11.26 413.73
Mdsx Low     -0.25                    12.49 458.84-0.45     11.14 409.32
Mdsx High    -0.25                    12.49 458.84-0.40     11.19 411.16
Mdsx Average -0.25               -0.6912.49 458.84-0.43-0.8311.17 410.24
Hensall      -0.23                    12.51 459.76-0.38     11.22 412.08
Bruce        -0.25                    12.49 458.84-0.40     11.19 411.16
Putnam       -0.15                    12.59 462.51 N/A
Burford      -0.32                    12.42 456.27-0.42     11.17 410.43
Port Perry   -0.25                    12.49 458.84-0.45     11.14 409.32
Norfolk      -0.25                    12.49 458.84-0.45     11.14 409.32
Palmerston   -0.20                    12.54 460.67-0.35     11.24 413.00
Varna        -0.20                    12.54 460.67-0.35     11.24 413.00
Trenton      -0.35                    12.39 455.16-0.55     11.04 405.65
Winchester   0.05                     12.79 469.86-0.15     11.44 420.35
North Gower  0.00                     12.74 468.02 N/A
Huron FOB    -0.05                    12.69 466.19-0.25     11.34 416.67
Kent FOB     -0.25                    12.49 458.84-0.50     11.09 407.49
Lambton FOB  -0.25                    12.49 458.84-0.50     11.09 407.49
Middlesex FOB-0.12-0.12-0.06 N/A      12.62 463.61-0.32     11.27 414.10

PROCESSORS
Hamilton     0.25 0.25 0.30  N/A      12.99 477.21-0.05     11.54 424.02
Windsor      0.09 0.17 0.23 0.24      12.83 471.33-0.10     11.49 422.19
Winchester    N/A                                  N/A

TRANSFER
Hamilton     0.11  N/A  N/A  N/A      12.85 472.06-0.05     11.54 424.02
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.68                     13.42 493.01 N/A

Toledo El.   -0.39                    12.34 453.58-0.50     11.09 407.61


Bank of Canada Noon exchange rate was 1.0332 down 0.0001
Chicago wheat closed slightly higher.
DEC13      HI     6.89  3/4             JUL14   HI      6.83  1/2
           LOW        6.78                      LOW        6.73
           CLOSE  6.86   Up 4 3/4               CLOSE   6.81  3/4  Up 6

Minni wheat closed mixed.
DEC13      HI     7.48  3/4             SEP14   HI         7.55
           LOW    7.35  1/2                     LOW     7.48  3/4
           CLOSE  7.46  3/4  Up 10              CLOSE   7.48  3/4  Down 2 3/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 13   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.38         -0.28           -0.54         -0.67
CAD $/bu              6.48          6.58            6.32          6.79
CAD $/tonne         237.96        241.76          232.26        249.65


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    -1.10   N/A
London      -1.00  -0.74   -0.89   N/A   -0.69   -0.89   -1.15   N/A
Hensall     -1.00   N/A    -0.95   N/A   -0.60    N/A    -1.00   N/A
Trenton      N/A    N/A    -1.10   N/A    N/A     N/A    -1.05   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    -0.99   N/A    N/A     N/A    -1.26   N/A
Norwich     -0.75   N/A    -0.80   N/A   -0.60    N/A    -1.00   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.65   N/A    -0.70   N/A   -0.60    N/A    -1.00   N/A
Chatham      N/A   -0.90   -0.85   N/A    N/A     N/A    -1.20   N/A
Brigden      N/A   -0.90   -0.85   N/A    N/A     N/A    -1.20   N/A
Palmerston   N/A   -0.48   -0.89  -0.66   N/A    -0.58   -1.00  -0.71
Varna       -0.90  -0.50   -0.90   N/A   -0.65   -0.65   -1.00   N/A
Mitchell    -1.00  -0.30   -0.95   N/A   -0.60   -0.65   -1.00   N/A
Thornton     N/A    N/A     N/A   -0.57   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.74   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    -0.40   N/A    N/A     N/A     N/A    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        0.13N/A        0.96N/A        0.44N/A

Toledo El. N/A                          6.69US          6.92CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 14        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.44         -0.33           -0.64         -0.72
CAD $/bu              6.38          6.48            6.17          6.76
CAD $/tonne         234.45        238.25          226.84        248.51

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

FEED GRAINS
Bayport Wheat             280.00 - 300.00
Bayport Oats              285.00
Bayport Barley            260.00
FOB Hm Soymeal            504.43 - 507.73
DDG's FOB Srn & Aylm      275.00 - 285.00


Ontario Grain Market Commentary from the Grain Farmers of Ontario

Wednesday October 2, 2013
			
Commodity	Period	Price 	Weekly Movement
Corn CBOT	Dec. 	4.39	↓	15 ¾ 	cents
Soybeans CBOT	Nov.	 12.73 ¾ 	↓	48 	cents
Wheat CBOT	Dec.	 6.86	↑	15 ½ 	cents
Wheat Minn.	Dec.	7.46 ¾ 	↑	28 ½ 	cents
Wheat Kansas	Dec.	7.55	↑	 36 ¾ 	cents
 	 				 
Canadian $	Dec.	0.9659	↓	19	points


CORN: 

The US corn harvest is continuing at a slow pace, coming in at 12 percent completion in this week’s USDA Crop Progress report released on September 29, 2013. The forecast for the Midwest calls for wet weather in the near future so the harvest could continue to lag. Condition ratings remained unchanged from last week. 

The big story for corn this week lies in the futures and the effects of the USDA report released on Monday September 30 indicating larger than expected carryout stocks. As a result of the report, corn futures fell and are pushing towards lows. Monday trading began the session in the $4.60 per bushel trading range. Post-report, the markets lost nearly 20 cents per bushel and have continued to trade in the mid to high $4.30 per bushel trading range through to Wednesday this week. 


SOYBEANS: 	

The US soybean harvest continues to move at a slower pace and is 11 percent complete this week. The crop rating has improved two percent in the very poor to poor rating and three percent in the good to excellent rating. Ontario harvest continues while the weather cooperates. 

Similar to corn, the story for the soybean market comes from the effects of Monday’s USDA report. Soybean futures were pressured by tight carryout stocks and reports of a robust South American crop expectation. November futures were fairly steady late last week. After the release of the report on Monday, September 30, the November futures fell quickly to trade in the $12.60 - $12.80 per bushel trading range and maintained that through to Wednesday. 


WHEAT: 

Futures for both the spring and the winter wheat crops have seen jumps in the past week. Several international sources have been cited in reference to this pressure. In Argentina, there are reports of significant crop damage from frost. In China, the tight supplies are sparking discussions of increased imports for the nation. In Russia, there is concern because the Russian Grain Producers Union estimates are several million tonnes lower than their own government. 

The bottom line is that both the winter and spring futures have made positive gains. The December winter futures moved from the $6.60 per bushel to the $6.80 per bushel ranges. The December spring futures have made positive gains from the low $7.00 numbers nearing the $7.50 per bushel mark by Wednesday this week. Gains were slowed by the pressures being felt in the corn and soybean markets. Overall, it’s been a positive week for the wheat markets. 


2013 Harvest contract prices for October 2, 2013 at close are as follows:
SWW at $238.14 per tonne ($6.48/bu.), SRW at $232.43 per tonne ($6.33 /bu.), HRW at $241.94 per tonne ($6.58/bu.), and HRS at $249.83 per tonne ($6.80/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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