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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Jul 9 15:20:31 EDT 2014


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, July 9
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.065 down 0.0024
Chicago corn closed moderately lower.

      SEP14   HI 3.98                         DEC14    HI 4.04
             LOW 3.88  1/2                            LOW 3.95
            CLOSE3.91  1/4  Down 7                  CLOSE 3.98   Down 6 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +SEP14+DEC14+DEC14
CK Low       0.10                        4.01 157.97 -0.15         3.83 150.78
CK High      0.10                        4.01 157.97 -0.15         3.83 150.78
CK Avg       0.10                  -0.16 4.01 157.97 -0.15 -0.41   3.83 150.78
Essex Cty    0.10                        4.01 157.97 -0.20         3.78 148.81
Mdsx Low     0.10                        4.01 157.97 -0.15         3.83 150.78
Mdsx High    0.10                        4.01 157.97 -0.15         3.83 150.78
Mdsx Avg     0.10                  -0.16 4.01 157.97 -0.15 -0.41   3.83 150.78
Hensall      0.13                        4.04 158.95 -0.18         3.81 149.80
Bruce        0.10                        4.01 157.97 -0.15         3.83 150.78
Putnam       0.10                        4.01 157.97 -0.15         3.83 150.78
Burford      0.10                        4.01 157.97 -0.15         3.83 150.78
Port Perry   0.05                        3.96 156.00 -0.15         3.83 150.78
Norfolk      0.10                        4.01 157.97 -0.15         3.83 150.78
Palmerston   0.05                        3.96 156.00 -0.15         3.83 150.78
Varna        0.05                        3.96 156.00 -0.20         3.78 148.81
Trenton      0.10                        4.01 157.97 -0.10         3.88 152.75
Winchester   0.25                        4.16 163.87  0.15         4.13 162.59
North Gower  0.27                        4.18 164.66  0.17         4.15 163.38
Huron FOB    0.35                        4.26 167.81 -0.20         3.78 148.81
Kent FOB     0.10                        4.01 157.97 -0.15         3.83 150.78
Lamb FOB     0.10                        4.01 157.97 -0.15         3.83 150.78
Mdsx FOB     0.15N/A   N/A   N/A         4.06 159.93 -0.15         3.83 150.78
FOB SW Que   0.70                        4.61 181.59 -0.13         3.85 151.57
Track        0.60                        4.51 177.65N/A
PROCESSORS
Chat-Eth     0.20  0.25  0.25N/A         4.11 161.90N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth   0.20  0.25  0.25N/A         4.11 161.90  N/A
Sarn-Eth     0.45  0.50  0.45N/A         4.36 171.74  0.00         3.98 156.69
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A     0.45  0.55                   0.10         4.08 160.62
Pt.Colb-Ing  0.60  0.65  0.65  0.70      4.51 177.65  0.15         4.13 162.59
Cardnl-Ing  N/A  N/A     0.60  0.75                   0.25         4.23 166.53
W O Feed     0.73                   0.66 4.64 182.77

US Rep       0.70                   0.63 4.61 181.59
Toledo El.  -0.11                        3.81 149.83 -0.33         3.65 143.67

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton     0.65                        4.56179 5/8  0.08         4.06159 5/6

MID SD CRN                                           -0.15         3.83
HI SD CRN                                            -0.15         3.83
*Wet Bid


Bank of Canada Noon exchange rate was 1.065 down 0.0024
Chicago soybeans closed slightly lower.

       AUG14   HI 12.53  1/2          NOV14    HI 11.17  1/2
              LOW 12.31  1/4                  LOW 11.00  3/4
             CLOSE12.46  1/2  Down 2        CLOSE 11.03  3/4  Down 12 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +AUG1+AUG1+NOV14
CK Low       1.65                     14.12 518.640.11      11.15 409.60
CK High      1.80                     14.27 524.150.20      11.24 412.91
CK Average   1.75                0.92 14.22 522.310.15 -0.5811.19 411.13
Essex Cty    1.84                     14.31 525.620.23      11.27 414.01
Mdsx Low     1.65                     14.12 518.640.09      11.13 408.87
Mdsx High    1.80                     14.27 524.150.15      11.19 411.07
Mdsx Average 1.73                0.90 14.19 521.390.12 -0.6111.16 409.97
Hensall      1.78                     14.24 523.230.15      11.19 411.07
Bruce        1.80                     14.27 524.150.15      11.19 411.07
Putnam       1.80                     14.27 524.150.15      11.19 411.07
Burford      1.68                     14.15 519.740.12      11.16 409.97
Port Perry   1.65                     14.12 518.640.09      11.13 408.87
Norfolk      1.75                     14.22 522.310.15      11.19 411.07
Palmerston   1.70                     14.17 520.470.15      11.19 411.07
Varna        1.70                     14.17 520.470.15      11.19 411.07
Trenton      1.65                     14.12 518.640.15      11.19 411.07
Winchester   1.75                     14.22 522.310.43      11.47 421.36
North Gower  1.67                     14.14 519.370.48      11.52 423.20
Huron FOB    1.85                     14.32 525.990.25      11.29 414.74
Kent FOB     1.75                     14.22 522.310.15      11.19 411.07
Lambton FOB  1.75                     14.22 522.310.15      11.19 411.07
Middlesex FOB1.85  N/A  N/A  N/A      14.32 525.990.22      11.26 413.64

PROCESSORS
Hamilton     2.22  N/A  N/A  N/A      14.69 539.580.61      11.65 427.97
Windsor      2.07 2.02  N/A  N/A      14.54 534.070.46      11.50 422.46
Winchester    N/A                                  N/A

TRANSFER
Hamilton     2.40  N/A  N/A  N/A      14.87 546.200.50      11.54 423.93
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     2.00                     14.47 531.501.26      12.30 451.86

Toledo El.   0.71                     13.18 484.27-0.30     10.74 394.59


Bank of Canada Noon exchange rate was 1.065 down 0.0024
Chicago wheat closed slightly lower.
SEP14      HI     5.58  1/4             JUL15   HI      6.31  1/4
           LOW    5.47  3/4                     LOW        6.21
           CLOSE  5.51  1/4  Down 5             CLOSE   6.24  1/4  Down 6 1/2

Minni wheat closed slightly lower.
SEP14      HI         6.56              JUL15   HI         6.92
           LOW    6.43  3/4                     LOW     6.85  3/4
           CLOSE  6.47  1/4  Down 9 3/4         CLOSE   6.87  3/4  Down 7 1/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 14   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.10          0.21           -0.27         -0.37
CAD $/bu              5.61          5.72            5.24          6.10
CAD $/tonne         206.23        210.15          192.52        224.26


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    0.02   -0.38   N/A    N/A     N/A    -0.47   N/A
London      -0.09   0.12   -0.47   N/A   -0.31   -0.36   -0.47   N/A
Hensall     0.12    N/A    -0.48   N/A    0.10    N/A    -0.45   N/A
Trenton      N/A    N/A    -0.40   N/A    N/A     N/A     N/A    N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    -0.42   N/A    N/A     N/A    -0.52   N/A
Norwich     0.12    N/A    -0.48   N/A    0.10    N/A    -0.45   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 0.12    N/A    -0.48   N/A    0.10    N/A    -0.45   N/A
Chatham      N/A    N/A    -0.45   N/A    N/A     N/A    -0.45   N/A
Brigden      N/A    N/A    -0.45   N/A    N/A     N/A    -0.45   N/A
Palmerston   N/A    0.28   -0.36  -0.50   N/A     0.07   -0.58   N/A
Varna       0.05   -0.05   -0.50   N/A    0.00   -0.10   -0.50   N/A
Mitchell    0.12    0.17   -0.27   N/A    0.10    0.05   -0.45   N/A
Thornton     N/A    N/A     N/A   -1.12   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.31   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    -0.26   N/A    N/A     N/A    -0.39   N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     0.79N/A        0.53N/A    N/A     N/A        0.52N/A

Toledo El. 5.53US         5.90CA        6.01US          6.41CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 15        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.22         -0.12           -0.54         -0.50
CAD $/bu              6.02          6.12            5.70          6.38
CAD $/tonne         221.12        225.04          209.37        234.25

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

FEED GRAINS
Bayport Wheat             300.00 - 340.00
Bayport Oats              320.00
Bayport Barley            280.00
FOB Hm Soymeal            579.94 - 588.75
DDG's FOB Srn & Aylm       230.00

Wednesday July 9, 2014
COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	Sept	3.91 ¼  	↓ 	21 	cents
Soybeans CBOT	Aug	12.46 ½  	↓ 	68 ½  	cents
Wheat CBOT	Sept	5.51 ¼   	↓ 	24 ¼   	cents
Wheat Minn.	Sept	6.47 ¼  	↓ 	17 ¾  	cents
Wheat Kansas	Sept	6.53 ¼  	↓ 	28 ½  	cents
 	 	 			 
Canadian $	Sept	0.93770 	 ↑	 20	points



CORN:

Corn futures are at lows that have not been seen in four years, and have been in a sharp decline since May. Favourable weather and growing conditions in the U.S. have upgraded crop prospects for this year.
The June 30 USDA report pegged corn acres at 91.641 million, slightly below trade estimates. On its own, this report should have given the corn market some pause from its decline, however, the collapse of the soybean market helped send corn markets falling. The next USDA report on July 11 will update domestic production. 
 SOYBEANS:
Farmers have planted record soybean acres this year and with good growing conditions the market expects large supplies this fall to meet demand. The USDA pegged soybean production at 84.8 million acres with an estimated harvest of 84.1 million acres, while in Ontario, soybean estimates are that three million acres were planted this year. 
According to Oil World, soybean stockpiles in Brazil have declined from last year even after farmers harvested a record crop, due to increasing demand from overseas buyers. Brazil’s inventories were 36.5 million tonnes as of the beginning of July, or approximately three per cent less than the same time last year. 
WHEAT:
Wheat futures have fallen in sympathy with those of corn and soybeans. There have been decreasing concerns for the U.S. harvest as drier weather helps to improve the harvest progress. USDA’s National Agricultural Statistics Service report showed 57 per cent of winter wheat was harvested by July 6, below the 60 per cent of the five-year average for this week. 
2014 wheat acres are up slightly from last year, and while yields are variable, in some cases they are better than expected. Russian winter wheat yields are better than expected as well, putting further pressure on world wheat prices.
SWW at $206.65/mt ($5.62/bu), SRW at $192.90/mt ($5.25/bu), HRW at $210.57/mt ($5.73/bu), HRS at $224.71/mt ($6.12/bu).

--

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

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