[Farmmarketnews] Wednesday Ontario Commodity Report & Todd Austin GFO Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Apr 9 15:39:44 EDT 2014


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, April 9
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0903 down 0.0019
Chicago corn closed slightly to moderately lower.

      MAY14   HI 5.19                         DEC14    HI 5.17
             LOW 5.00                                 LOW 5.01
            CLOSE5.02  1/4  Down 4 3/4              CLOSE 5.05  1/2  Down 7 1/2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +JUL14+JUL14+SEP14
CK Low      -0.30                        4.72 185.92 -0.30         4.76 187.20
CK High     -0.20                        4.82 189.85 -0.25         4.81 189.16
CK Avg      -0.27                  -0.71 4.76 187.23 -0.29 -0.74   4.76 187.52
Essex Cty   -0.25                        4.77 187.89 -0.35         4.71 185.23
Mdsx Low    -0.30                        4.72 185.92 -0.30         4.76 187.20
Mdsx High   -0.30                        4.72 185.92 -0.30         4.76 187.20
Mdsx Avg    -0.30                  -0.74 4.72 185.92 -0.30 -0.75   4.76 187.20
Hensall     -0.29                        4.73 186.31 -0.29         4.77 187.59
Bruce       -0.30                        4.72 185.92 -0.30         4.76 187.20
Putnam      -0.30                        4.72 185.92 -0.30         4.76 187.20
Burford     -0.30                        4.72 185.92 -0.30         4.76 187.20
Port Perry  -0.35                        4.67 183.95 -0.30         4.76 187.20
Norfolk     -0.20                        4.82 189.85 -0.30         4.76 187.20
Palmerston  -0.30                        4.72 185.92 -0.30         4.76 187.20
Varna       -0.30                        4.72 185.92 -0.30         4.76 187.20
Trenton     -0.20                        4.82 189.85 -0.30         4.76 187.20
Winchester  -0.05                        4.97 195.76 -0.05         5.01 197.04
North Gower -0.04                        4.98 196.15 -0.02         5.04 198.22
Huron FOB   -0.15                        4.87 191.82 -0.23         4.83 189.95
Kent FOB    -0.20                        4.82 189.85 -0.30         4.76 187.20
Lamb FOB    -0.20                        4.82 189.85 -0.30         4.76 187.20
Mdsx FOB    -0.20 -0.20 -0.20N/A         4.82 189.85 -0.25         4.81 189.16
FOB SW Que   0.58                        5.60 220.56 -0.05         5.01 197.04
Track        0.13                        5.15 202.65N/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  -0.20 -0.20 -0.22 -0.10      4.82 189.85  N/A
Sarn-Eth     0.05  0.00  0.00  0.10      5.07 199.70N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A   N/A   N/A                     -0.05         5.01 197.04
Pt.Colb-Ing N/A  N/A   N/A     0.35                   0.00         5.06 199.01
Cardnl-Ing  N/A  N/A   N/A     0.35                   0.10         5.16 202.94
W O Feed     0.19                   0.09 5.21 205.13

US Rep       0.70                   0.60 5.72 225.28
Toledo El.  -0.22                        4.80 189.16 -0.36         4.70 184.87

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.20                        4.82 189.85N/A
Hamilton     0.15                        5.17203 5/8 -0.02         5.04198 2/9

MID SD CRN  -0.25                        4.77 1/4
HI SD CRN   -0.20                        4.82 1/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.0903 down 0.0019
Chicago soybeans closed slightly to moderately higher.

       MAY14   HI 15.12               NOV14    HI 12.34
              LOW 14.81  1/2                  LOW 12.15  1/4
             CLOSE14.95  1/4  Up 12 3/4     CLOSE 12.27  1/2  Up 10

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+AUG1+AUG14
CK Low       1.38                     16.33 600.120.65      12.93 474.91
CK High      1.45                     16.40 602.690.75      13.03 478.59
CK Average   1.41                0.09 16.36 601.100.69 -0.3912.96 476.32
Essex Cty    1.44                     16.39 602.320.80      13.08 480.42
Mdsx Low     1.41                     16.36 601.220.63      12.91 474.18
Mdsx High    1.45                     16.40 602.690.65      12.93 474.91
Mdsx Average 1.43                0.11 16.38 601.950.64 -0.4412.92 474.55
Hensall      1.45                     16.40 602.690.65      12.93 474.91
Bruce        1.45                     16.40 602.690.65      12.93 474.91
Putnam       1.45                     16.40 602.690.65      12.93 474.91
Burford      1.44                     16.39 602.320.66      12.94 475.28
Port Perry   1.41                     16.36 601.220.63      12.91 474.18
Norfolk      1.43                     16.38 601.950.68      12.96 476.01
Palmerston   1.45                     16.40 602.690.65      12.93 474.91
Varna        1.45                     16.40 602.690.65      12.93 474.91
Trenton      1.40                     16.35 600.850.65      12.93 474.91
Winchester   1.40                     16.35 600.850.80      13.08 480.42
North Gower  1.46                     16.41 603.060.98      13.26 487.04
Huron FOB    1.55                     16.50 606.360.75      13.03 478.59
Kent FOB     1.38                     16.33 600.120.68      12.96 476.01
Lambton FOB  1.38                     16.33 600.120.68      12.96 476.01
Middlesex FOB1.46 1.45  N/A  N/A      16.41 603.060.71      12.99 477.12

PROCESSORS
Hamilton     1.80 1.85  N/A  N/A      16.75 615.551.14      13.42 492.92
Windsor      1.67 1.52  N/A  N/A      16.62 610.771.03      13.31 488.88
Winchester    N/A                                  N/A

TRANSFER
Hamilton     1.70  N/A  N/A  N/A      16.65 611.871.02      13.30 488.51
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     1.61                     16.56 608.571.45      13.73 504.31

Toledo El.   0.13                     15.08 554.21-0.30     11.97 439.83


Bank of Canada Noon exchange rate was 1.0903 down 0.0019
Chicago wheat closed moderately lower.
MAY14      HI         6.88              JUL14   HI      6.95  1/4
           LOW        6.63                      LOW        6.71
           CLOSE  6.69   Down 12                CLOSE   6.77  1/4  Down 12

Minni wheat closed slightly to moderately lower.
MAY14      HI         7.29              SEP14   HI         7.40
           LOW        7.10                      LOW     7.23  3/4
           CLOSE  7.12  3/4  Down 10 1/2        CLOSE   7.25  3/4  Down 9 1/2

GFO Cash Wheat Prices - DEL Terminal
Current Crop 13   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.32          0.64            0.21         -0.24
CAD $/bu              7.01          7.33            6.90          6.89
CAD $/tonne         257.49        269.48          253.49        252.99


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     0.10   -0.25   N/A
London      0.29    0.51   0.07    N/A    0.13    0.07   -0.26   N/A
Hensall     0.40    N/A    0.10    N/A    0.25    N/A    -0.25   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.15   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.10
Essex        N/A    N/A    -0.04   N/A    N/A     N/A    -0.29   N/A
Norwich     0.40    N/A    0.10    N/A    0.25    N/A    -0.20   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    0.10    N/A    0.25    N/A    -0.25   N/A
Chatham      N/A    N/A    0.08    N/A    N/A     N/A    -0.28   N/A
Brigden      N/A    N/A    0.08    N/A    N/A     N/A    -0.28   N/A
Palmerston   N/A    0.61   0.07   0.13    N/A     0.17   -0.24  -0.23
Varna       0.35    0.65   0.10    N/A    0.30    0.15   -0.20   N/A
Mitchell    0.40    0.65   0.10    N/A    0.25    0.15   -0.20   N/A
Thornton     N/A    N/A     N/A   -0.22   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.20   N/A     N/A     N/A   0.02

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A     N/A    N/A    N/A     N/A    0.00    N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     1.30N/A        0.81N/A    N/A     N/A        0.71N/A

Toledo El. 6.66US         7.25CA        6.74US          7.34CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 14        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.27          0.38           -0.06         -0.07
CAD $/bu              7.04          7.15            6.72          7.19
CAD $/tonne         258.79        262.78          246.79        264.18

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

FEED GRAINS
Bayport Wheat             290.00 - 320.00
Bayport Oats              335.00
Bayport Barley            275.00
FOB Hm Soymeal            641.67 - 650.48
DDG's FOB Srn & Aylm      280.00 - 285.00


Wednesday April 9, 2014			
Commodity	Period	Price	Weekly Movement	 	 
 	 	 	 	 	 
Corn CBOT	May	5.02¼ 	↑	6½	cents
Soybeans CBOT	May	14.95¼	↑	33	cents
Wheat CBOT	May	6.69	↓	¼	cent
Wheat Minn.	May	7.12¾	↓	9½	cents
Wheat Kansas	May	7.33¼	↓	5½	cents
 	 	 			 
Canadian $	June	.91910	↑	140	points

CORN:
According the most recent USDA Grain Supply and Demand Summary, corn exports have increased by 125 million bushels.  Likewise, the corresponding carry-out was lowered by 125 million bushels to 1.331 billion bushels.  Global production rose 6.4 million tonnes, though carry-out was reduced slightly, due to increased export data.
 
China may be reducing its dependence on US corn and begin to buy more corn from Brazil.  The US has previously supplied more than 90% of China’s corn imports; however, it now appears that China is broadening its supply base as demand has increased over the past number of years.

SOYBEANS:
US soybeans continue to be exported as indicated in a recent USDA report, showing a 50 million bushel increase in exports for this year.  An already tight carryout is now increasingly tighter, even with the trimming of soybean demand for crush and residual use.  Globally, carryout was also trimmed slightly, due mainly to a reduction in Brazilian soybean production.

For the first time in at least a decade, in April, Brazilian shipments of soybeans will fall short of deliveries in March, according to industry Oil World.  Soybean exports from Brazil are predicted to fall this month after China recently canceled purchases.

WHEAT:
As of Sunday, in its first national crop rating for 2014, the US Department of Agriculture pegged the winter wheat crop at 35% ‘good to excellent’ which is historically on the low end of ratings for this time of year.  The rating was at the low end of market expectations, and well below the 62% of seedlings rated ‘good to excellent’ at the end of November as they went into winter dormancy.
 
US Wheat carryout increased 25 million bushels to 583 million, which was on par with trade estimates.  Feed usage was lowered, as were imports mentioned in this report. Globally, wheat ending stocks were up nearly 3 million tonnes

2014 harvest prices for April 9, at the market close, are as follows:
SWW at $259.37 per tonne ($7.06 /bu.), SRW at $247.35 per tonne ($6.73 /bu.), HRW at $263.38 per tonne ($7.17 /bu.), and HRS at $264.78 per tonne ($7.21 /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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