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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Aug 20 15:09:46 EDT 2014


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, August 20
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0944 up 0.0015
Chicago corn closed slightly lower.

      SEP14   HI 3.62                         DEC14    HI 3.72
             LOW 3.56  1/4                            LOW 3.65  1/2
            CLOSE3.59  1/2  Down 3                  CLOSE 3.67  1/2  Down 4 3/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +DEC14+DEC14+DEC14
CK Low       0.50                        4.10 161.21  0.25         3.93 154.52
CK High      0.55                        4.15 163.18  0.25         3.93 154.52
CK Avg       0.52                   0.17 4.11 161.87  0.25 -0.11   3.93 154.52
Essex Cty    0.50                        4.10 161.21  0.32         4.00 157.28
Mdsx Low     0.45                        4.05 159.24  0.05         3.73 146.65
Mdsx High    0.50                        4.10 161.21  0.25         3.93 154.52
Mdsx Avg     0.48                   0.13 4.07 160.23  0.15 -0.21   3.83 150.58
Hensall      0.48                        4.07 160.23  0.15         3.83 150.58
Bruce        0.50                        4.10 161.21  0.25         3.93 154.52
Putnam       0.50                        4.10 161.21  0.25         3.93 154.52
Burford      0.50                        4.10 161.21  0.25         3.93 154.52
Port Perry   0.50                        4.10 161.21  0.25         3.93 154.52
Norfolk      0.55                        4.15 163.18  0.25         3.93 154.52
Palmerston  N/A                                       0.25         3.93 154.52
Varna        0.50                        4.10 161.21  0.25         3.93 154.52
Trenton      0.55                        4.15 163.18  0.25         3.93 154.52
Winchester   0.60                        4.20 165.15  0.35         4.03 158.46
North Gower  0.80                        4.40 173.02  0.32         4.00 157.28
Huron FOB    0.75                        4.35 171.06  0.05         3.73 146.65
Kent FOB     0.55                        4.15 163.18  0.25         3.93 154.52
Lamb FOB     0.55                        4.15 163.18  0.25         3.93 154.52
Mdsx FOB     0.75N/A   N/A   N/A         4.35 171.06  0.20         3.88 152.55
FOB SW Que  N/A                                       0.55         4.23 166.33
Track        1.08                        4.67 183.85N/A
PROCESSORS
Chat-Eth     0.70  0.70N/A     0.25      4.30 169.09  0.25         3.93 154.52
Jhnstwn-Eth N/A  N/A   N/A   N/A                      0.65         4.33 170.27
Aylmer-Eth   0.70  0.70N/A     0.25      4.30 169.09  0.25         3.93 154.52
Sarn-Eth     0.90  0.90  0.90  0.30      4.50 176.96  0.30         3.98 156.49
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A    0.95  1.00  0.45                   0.40         4.08 160.43
Pt.Colb-Ing N/A    1.00  1.05  0.50                   0.45         4.13 162.39
Cardnl-Ing  N/A    1.05  1.10  0.55                   0.50         4.18 164.36
W O Feed     1.35                   1.25 4.95 194.68

US Rep       1.45                   1.35 5.05 198.61
Toledo El.  -0.07                        3.53 138.94 -0.31         3.37 132.58

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    N/A                                       0.47         4.15163 1/6

MID SD CRN                                            0.25         3.92 1/2
HI SD CRN                                             0.25         3.92 1/2
*Wet Bid


Bank of Canada Noon exchange rate was 1.0944 up 0.0015
Chicago soybeans closed slightly lower.

       NOV14   HI 10.55               NOV14    HI 10.55
              LOW 10.36  1/2                  LOW 10.36  1/2
             CLOSE10.38   Down 14 3/4       CLOSE 10.38   Down 14 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +NOV1+NOV1+NOV14
CK Low       2.75                     13.13 482.440.30      10.68 392.42
CK High      2.85                     13.23 486.120.35      10.73 394.26
CK Average   2.80                1.79 13.18 484.160.32 -0.6910.70 393.22
Essex Cty    3.10                     13.48 495.310.36      10.74 394.63
Mdsx Low     2.78                     13.16 483.550.30      10.68 392.42
Mdsx High    2.80                     13.18 484.280.30      10.68 392.42
Mdsx Average 2.79                1.78 13.17 483.910.30 -0.7110.68 392.42
Hensall      2.80                     13.18 484.280.30      10.68 392.42
Bruce        2.80                     13.18 484.280.30      10.68 392.42
Putnam       2.80                     13.18 484.280.30      10.68 392.42
Burford      2.81                     13.19 484.650.33      10.71 393.53
Port Perry   2.78                     13.16 483.550.30      10.68 392.42
Norfolk      2.75                     13.13 482.440.31      10.69 392.79
Palmerston   2.80                     13.18 484.280.30      10.68 392.42
Varna         N/A                                 0.35      10.73 394.26
Trenton      2.80                     13.18 484.280.30      10.68 392.42
Winchester   2.80                     13.18 484.280.75      11.13 408.96
North Gower  3.21                     13.59 499.350.86      11.24 413.00
Huron FOB    2.95                     13.33 489.790.40      10.78 396.10
Kent FOB     2.75                     13.13 482.440.31      10.69 392.79
Lambton FOB  2.75                     13.13 482.440.31      10.69 392.79
Middlesex FOB3.15  N/A  N/A  N/A      13.53 497.140.49      10.87 399.40

PROCESSORS
Hamilton     3.40 3.20 0.75 0.85      13.78 506.330.75      11.13 408.96
Windsor      3.33 0.58 0.58 0.65      13.71 503.760.58      10.96 402.71
Winchester    N/A                                  N/A

TRANSFER
Hamilton     3.31  N/A  N/A  N/A      13.69 503.020.58      10.96 402.71
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     2.05                     12.43 456.721.51      11.89 436.88

Toledo El.   1.83                     12.21 448.73-0.25     10.13 372.13


Bank of Canada Noon exchange rate was 1.0944 up 0.0015
Chicago wheat closed slightly lower.
SEP14      HI     5.49  1/4             JUL15   HI      5.97  3/4
           LOW    5.34  1/4                     LOW        5.83
           CLOSE  5.39  1/2  Down 6 1/2         CLOSE   5.87  1/4  Down 8 3/4

Minni wheat closed slightly lower.
SEP14      HI     6.18  1/2             JUL15   HI      6.52  1/2
           LOW    6.06  1/2                     LOW        6.44
           CLOSE  6.10  1/4  Down 6 1/2         CLOSE   6.46  3/4  Down 6 3/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 14   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.80          0.91            0.41         -0.07
CAD $/bu              6.19          6.30            5.81          6.04
CAD $/tonne         227.58        231.61          213.47        221.84


Direct MarkHarvest 2014                 Harvest 2015
           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    0.65   0.00    N/A    N/A     N/A    -0.32   N/A
London      0.53    0.70   -0.02   N/A    0.21    0.65   -0.34   N/A
Hensall     0.90    N/A    0.00    N/A    0.30    N/A    -0.30   N/A
Trenton      N/A    N/A    0.00    N/A    N/A     N/A     N/A    N/A
Winchester   N/A    N/A     N/A   0.10    N/A     N/A     N/A    N/A
Essex        N/A    N/A    0.15    N/A    N/A     N/A    -0.32   N/A
Norwich     1.20    N/A    0.00    N/A    0.30    N/A    -0.30   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 0.90    N/A    0.00    N/A    0.30    N/A    -0.30   N/A
Chatham      N/A    0.65   0.00    N/A    N/A     0.50   -0.35   N/A
Brigden      N/A    0.65   0.00    N/A    N/A     0.50   -0.35   N/A
Palmerston   N/A    0.79   0.02   -0.24   N/A     0.50   -0.37   N/A
Varna       0.80    0.65   0.00    N/A    0.25    0.50   -0.30   N/A
Mitchell    0.90    0.65   0.00    N/A    0.30    0.55   -0.30   N/A
Thornton     N/A    N/A     N/A   -0.76   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.10   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    0.47    N/A    N/A     N/A    -0.06   N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     1.24N/A        0.74N/A        1.28N/A        0.79N/A

Toledo El. 5.52US         6.05CA        5.69US          6.25CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 15        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.35          0.74           -0.09         -0.25
CAD $/bu              6.22          6.61            5.79          6.22
CAD $/tonne         228.69        242.80          212.56        228.49

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

FEED GRAINS
Bayport Wheat             290.00
Bayport Oats              320.00
Bayport Barley            270.00
FOB Hm Soymeal            642.22 - 651.04
DDG's FOB Srn & Aylm       135.00


Wednesday, August 20, 2014
COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	Sep	3.60	↑	2	cents
Soybeans CBOT	Sep	11.21	↑	41	cents
Wheat CBOT	Sep	5.40	↑	12	cents
Wheat Minn.	Sep	6.10	↑	6	cents
Wheat Kansas	Sep	6.15	↑	11	cents
 	 	 			 
Canadian $	Sept	0.9114	↑	32	points




CORN:
The ProFarmer Midwest crop tour overnight came out with more in the way of strong corn yield data, pegging the Nebraska result at 163.77 bushels per acre, above the 154.93 bushels per acre estimated a year ago.
For Indiana, the yield was put at a record 185.03 bushels per acre, up from an estimate of 167.36 bushels per acre from last year's tour.
The US Department of Agriculture foresees a yield of 170 bushels per acre for Nebraska and 177 bushels per acre for Indiana, after results last year pegged at 173 bushels per acre and 179 bushels per acre respectively.
Still, there could be strong data on the demand side too today, with weekly US data on the production of ethanol, for which corn is the country's default feedstock.
Robust ethanol exports for the first six months of the year have helped keep a floor under the corn market in the face of this large crop.
Like the Wheat, corn has flashed buy signals on the daily charts but is still in a major downtrend which is dictated more by the weekly or long term futures charts.

SOYBEANS:

China is mainly a concern in Chicago on the demand side, with the country the top importer of the oilseed. This keeps the volatility factor in the forefront.
The market is still inverted meaning the short term supply is tighter than normal. The expiry of the August contract left a huge gap on the weekly chart and now we have a situation whereby the September contract has turned positive but the new crop soybean contract for November is at a 65 cent discount to September.  The trend is still negative but with upward pressure on the front months.
  
WHEAT:

Statistics Canada crop report is due to be released Aug 21. This is expected to peg the Canadian all-wheat crop at 28.5m tonnes, well below the high-yielding 2013 result of 37.53m tonnes, but an upgrade from StatsCan's July forecast of 27.74m tonnes.
On the technical picture, wheat looks more and more like it has found a temporary bottom for at least the short term, providing the $5.15 support level on the lead month chart is not violated.  The daily indicators have turned positive but the big picture long term charts need more work before we get too excited about a trend change.




2014 harvest prices as of the close of August 20 are as follows:
SWW at $227.68/mt ($6.20/bu), HRW at $231.72/mt ($6.31/bu), 
HRS at $221.84/mt ($6.04/bu), SRW at $213.57/mt ($5.81/bu).

--

--

-- 
John Jordan 
Editor, AgriLink and Farm Market News 
University of Guelph, Ridgetown Campus 
Tel. 519-674-1500 x 63577 
Fax. 519-674-1530 

Unsubscribe from newsletter: 
www.gfo.ca/Marketing/Daily%20Commodity%20Report.aspx
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: corn.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140820/3a8a4dca/attachment-0002.txt>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: grain.pdf
Type: application/pdf
Size: 269609 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140820/3a8a4dca/attachment-0002.pdf>
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: wheatcom.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140820/3a8a4dca/attachment-0003.txt>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: wheatcom.pdf
Type: application/pdf
Size: 378731 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140820/3a8a4dca/attachment-0003.pdf>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: wheatcom.doc
Type: application/msword
Size: 364544 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20140820/3a8a4dca/attachment-0001.doc>


More information about the Farmmarketnews mailing list