[Farmmarketnews] Wednesday Ontario Commodity Report and Marty Hibbs GFO Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Apr 23 15:47:42 EDT 2014


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, April 23
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.1032 up 0.0006
Chicago corn closed moderately higher.

      MAY14   HI 5.04  1/4                    DEC14    HI 5.05
             LOW 4.94  1/2                            LOW 4.94  3/4
            CLOSE5.03  1/2  Up 7 1/4                CLOSE 5.04  1/2  Up 8 3/4

            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                        4.74 186.41 -0.30         4.75 186.80
CK High     -0.20                        4.84 190.35 -0.25         4.80 188.77
CK Avg      -0.27                  -0.79 4.77 187.72 -0.29 -0.82   4.76 187.26
Essex Cty   -0.20                        4.84 190.35 -0.30         4.75 186.80
Mdsx Low    -0.30                        4.74 186.41 -0.30         4.75 186.80
Mdsx High   -0.30                        4.74 186.41 -0.30         4.75 186.80
Mdsx Avg    -0.30                  -0.83 4.74 186.41 -0.30 -0.83   4.75 186.80
Hensall     -0.29                        4.75 186.80 -0.29         4.76 187.20
Bruce       -0.30                        4.74 186.41 -0.30         4.75 186.80
Putnam      -0.30                        4.74 186.41 -0.30         4.75 186.80
Burford     -0.30                        4.74 186.41 -0.30         4.75 186.80
Port Perry  -0.35                        4.69 184.44 -0.30         4.75 186.80
Norfolk     -0.20                        4.84 190.35 -0.28         4.77 187.59
Palmerston  -0.30                        4.74 186.41 -0.30         4.75 186.80
Varna       -0.30                        4.74 186.41 -0.30         4.75 186.80
Trenton     -0.15                        4.89 192.31 -0.30         4.75 186.80
Winchester   0.00                        5.04 198.22 -0.05         5.00 196.64
North Gower  0.02                        5.06 199.01 -0.02         5.03 197.83
Huron FOB   -0.15                        4.89 192.31 -0.23         4.82 189.56
Kent FOB    -0.20                        4.84 190.35 -0.28         4.77 187.59
Lamb FOB    -0.20                        4.84 190.35 -0.28         4.77 187.59
Mdsx FOB    -0.20 -0.20 -0.20N/A         4.84 190.35 -0.25         4.80 188.77
FOB SW Que   0.61                        5.65 222.23  0.13         5.18 203.73
Track        0.13                        5.16 203.14N/A
PROCESSORS
Chat-Eth    -0.20 -0.20 -0.20 -0.10      4.84 190.35N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth  -0.20 -0.20 -0.20 -0.10      4.84 190.35  N/A
Sarn-Eth    N/A    0.00  0.00  0.10                 N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A   N/A   N/A                     -0.05         5.00 196.64
Pt.Colb-Ing N/A  N/A   N/A     0.35                   0.00         5.05 198.61
Cardnl-Ing  N/A  N/A   N/A     0.35                   0.10         5.15 202.55
W O Feed     0.22                   0.11 5.26 207.04

US Rep       0.65                   0.54 5.69 223.81
Toledo El.  -0.22                        4.81 189.52 -0.36         4.68 184.26

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.20                        4.84 190.35N/A
Hamilton     0.30                        5.34210      0.05         5.10200 4/7

MID SD CRN  -0.25                        4.78 1/2    -0.27   1/2   4.771
HI SD CRN   -0.20                        4.83 1/2    -0.25         4.79 1/2
*Wet Bid


Bank of Canada Noon exchange rate was 1.1032 up 0.0006
Chicago soybeans closed mixed.

       MAY14   HI 14.87  1/4          NOV14    HI 12.28  3/4
              LOW 14.66  3/4                  LOW 12.10
             CLOSE14.68  1/2  Down 11 1/4   CLOSE 12.27  1/2  Up 12

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+AUG1+AUG14
CK Low       1.40                     16.09 591.020.72      13.00 477.48
CK High      1.45                     16.14 592.860.80      13.08 480.42
CK Average   1.42                -0.1216.10 591.570.75 -0.5313.03 478.65
Essex Cty    1.39                     16.08 590.661.00      13.28 487.77
Mdsx Low     1.44                     16.13 592.490.74      13.02 478.22
Mdsx High    1.45                     16.14 592.860.75      13.03 478.59
Mdsx Average 1.45                -0.0916.13 592.680.75 -0.5413.02 478.40
Hensall      1.45                     16.14 592.860.75      13.03 478.59
Bruce        1.45                     16.14 592.860.75      13.03 478.59
Putnam       1.45                     16.14 592.860.75      13.03 478.59
Burford      1.47                     16.16 593.590.77      13.05 479.32
Port Perry   1.44                     16.13 592.490.74      13.02 478.22
Norfolk      1.45                     16.14 592.860.72      13.00 477.48
Palmerston   1.45                     16.14 592.860.75      13.03 478.59
Varna        1.45                     16.14 592.860.75      13.03 478.59
Trenton      1.35                     16.04 589.190.75      13.03 478.59
Winchester   1.45                     16.14 592.860.95      13.23 485.94
North Gower  1.46                     16.15 593.230.84      13.12 481.89
Huron FOB    1.55                     16.24 596.530.75      13.03 478.59
Kent FOB     1.40                     16.09 591.020.72      13.00 477.48
Lambton FOB  1.40                     16.09 591.020.72      13.00 477.48
Middlesex FOB1.52 1.52  N/A  N/A      16.21 595.430.89      13.17 483.73

PROCESSORS
Hamilton     1.85 1.92  N/A  N/A      16.54 607.561.25      13.53 496.96
Windsor      1.62 1.56 1.56  N/A      16.31 599.111.23      13.51 496.22
Winchester    N/A                                  N/A

TRANSFER
Hamilton     1.88  N/A  N/A  N/A      16.57 608.661.16      13.44 493.65
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     1.92                     16.61 610.131.77      14.05 516.07

Toledo El.   0.19                     14.87 546.48-0.31     11.97 439.67


Bank of Canada Noon exchange rate was 1.1032 up 0.0006
Chicago wheat closed slightly higher.
MAY14      HI     6.79  1/2             JUL14   HI      6.85  1/2
           LOW    6.67  3/4                     LOW     6.73  1/2
           CLOSE  6.76  1/2  Up 3 1/2           CLOSE   6.82  3/4  Up 3 1/4

Minni wheat closed slightly higher.
MAY14      HI         7.28              SEP14   HI         7.37
           LOW    7.14  1/4                     LOW        7.24
           CLOSE  7.24  1/4  Up 4               CLOSE   7.34   Up 4 1/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 13   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.43          0.76            0.32         -0.13
CAD $/bu              7.20          7.53            7.09          7.12
CAD $/tonne         264.40        276.57          260.34        261.46


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     0.20   -0.20   N/A
London      0.36    0.65   0.14    N/A    0.20    0.15   -0.19   N/A
Hensall     0.40    N/A    0.05    N/A    0.30    N/A    -0.20   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.25   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   0.10
Essex        N/A    N/A    -0.16   N/A    N/A     N/A    -0.16   N/A
Norwich     0.40    N/A    0.05    N/A    0.30    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    0.05    N/A    0.30    N/A    -0.20   N/A
Chatham      N/A    N/A    0.12    N/A    N/A     N/A    -0.21   N/A
Brigden      N/A    N/A    0.12    N/A    N/A     N/A    -0.21   N/A
Palmerston   N/A    0.64   0.10   0.16    N/A     0.20   -0.21  -0.19
Varna       0.40    0.65   0.10    N/A    0.30    0.20   -0.20   N/A
Mitchell    0.40    0.65   0.05    N/A    0.30    0.20   -0.20   N/A
Thornton     N/A    N/A     N/A   -0.20   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   0.20    N/A     N/A     N/A   0.08

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    0.10    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        0.93N/A        1.16N/A        0.88N/A

Toledo El. 6.72US         7.42CA        6.85US          7.56CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 14        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.38          0.49            0.05          0.05
CAD $/bu              7.21          7.32            6.88          7.39
CAD $/tonne         264.90        268.96          252.73        271.50

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

FEED GRAINS
Bayport Wheat             320.00
Bayport Oats              335.00
Bayport Barley            275.00
FOB Hm Soymeal            635.05 - 643.87
DDG's FOB Srn & Aylm       290.00


Wednesday April 23, 2014			
Commodity	Period	Price	Weekly Movement	 	 
 	 	 	 	 	 
Corn CBOT	May	5.03½  	↑	6 	cents
Soybeans CBOT	May	14.68 ¾ 	↓	50 	cents
Wheat CBOT	May	6.76½	↑	11½	cent
Wheat Minn.	May	7.24 ½	↓	4	cents
Wheat Kansas	May	7.45 ½ 	↑	20 	cents
 	 	 			 
Canadian $	June	.90550	↓	10	points

RAIL DELAYS CREATE MINI SILO BUILDING BOOM:

Canadian farmers and large grain merchants have gleaned a lesson from last year’s grain bottleneck. It seems they are of the opinion that investing in storage capacity will ensure that future crops are not put at risk from rail delays, as the 2013 harvest was.

Major grain handlers have committed to a series of storage expansions to increase their capacity in Canada. Among the planned expansions is the CWB’s announced construction of a second state-of-the-art Prairie grain elevator in less than three weeks. Viterra Inc. also announced construction of a new elevator and $100 million in enhancements of its Vancouver port terminal; and Cargill announced the expansion of its elevator in Morris, Man., increasing its capacity by 200 percent.

"There has been a significant increase in the use of ground silo bags, converted machine and implement buildings, and open air piles of oilseeds and grain stores," the US Department of Agriculture bureau in Ottawa said, as small operators look at onsite storage for their crops.

CME ANNOUNCES NEW CONTRACT LIMITS:
The CME announced NEW contract limits for grain contracts. “On May 1, the initial daily limit for corn will drop to 35 cents a bushel from 40 cents. The initial daily limit will rise to $1.00 from 70 cents for soybeans and drop to 45 cents a bushel from 60 cents for CBOT wheat”, the notice said.

CORN:
Planting in the US mid-west continues to be behind schedule but there is still plenty of time to catch up.  The five-year average is 14 percent complete; by comparison, the average farmer in Ohio is currently three weeks behind in planting. 

Futures prices remain in a three month uptrend and are hovering around the $5.00 mark.

SOYBEANS:
Soybeans fell for a fourth day in the longest slump since July amid worries of sliding demand in China.
There are reports that China will soon auction three million metric tons of state reserves, which equates to roughly one- third of total inventories. The auction "could have negative consequences for future import demand," said Luke Mathews, Commonwealth Bank of Australia’s commodity strategist in Sydney. 

WHEAT:
Wheat futures are mixed in a quiet overnight session. Prices have been sideways for the past month and new crop contract is finding initial support between $6.60 and resistance at $7.25.

Egypt, the world’s biggest wheat importer, estimates its local wheat crop at nine million tonnes, according to a state newspaper that cited a government report, lower than the 9.5 million tonnes the Agriculture Minister had predicted.

2014 harvest prices for April 23, at the market close, are as follows:
SWW at $265.55 per tonne ($ 7.23/bu.), SRW at $253.35 per tonne ($6.90 /bu.), HRW at $269.63 per tonne ($7.34 /bu.), and HRS at $272.17 per tonne ($7.41 /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 
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: wheatcom.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140423/822ec081/attachment-0002.txt>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: wheatcom.pdf
Type: application/pdf
Size: 232605 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140423/822ec081/attachment-0002.pdf>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: wheatcom.docx
Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document
Size: 361984 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140423/822ec081/attachment-0001.bin>
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: corn.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140423/822ec081/attachment-0003.txt>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: grain.pdf
Type: application/pdf
Size: 270135 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140423/822ec081/attachment-0003.pdf>


More information about the Farmmarketnews mailing list