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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Jun 11 16:11:04 EDT 2014


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, June 11
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0867 down 0.0048
Chicago corn closed slightly lower.

      JUL14   HI 4.49  3/4                    DEC14    HI 4.48  1/2
             LOW 4.39  1/4                            LOW 4.39
            CLOSE4.41   Down 4 1/2                  CLOSE 4.41  3/4  Down 3 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +SEP14+SEP14+DEC14
CK Low      -0.20                        4.21 165.74 -0.25         4.17 164.07
CK High     -0.20                        4.21 165.74 -0.25         4.17 164.07
CK Avg      -0.20                  -0.59 4.21 165.74 -0.25 -0.64   4.17 164.07
Essex Cty    0.00                        4.41 173.61 -0.20         4.22 166.04
Mdsx Low    -0.25                        4.16 163.77 -0.25         4.17 164.07
Mdsx High   -0.20                        4.21 165.74 -0.25         4.17 164.07
Mdsx Avg    -0.23                  -0.62 4.19 164.76 -0.25 -0.64   4.17 164.07
Hensall     -0.20                        4.21 165.74 -0.25         4.17 164.07
Bruce       -0.20                        4.21 165.74 -0.25         4.17 164.07
Putnam      -0.20                        4.21 165.74 -0.25         4.17 164.07
Burford     -0.25                        4.16 163.77 -0.25         4.17 164.07
Port Perry  -0.25                        4.16 163.77 -0.25         4.17 164.07
Norfolk     -0.20                        4.21 165.74 -0.25         4.17 164.07
Palmerston  -0.20                        4.21 165.74 -0.25         4.17 164.07
Varna       -0.20                        4.21 165.74 -0.25         4.17 164.07
Trenton     -0.05                        4.36 171.65 -0.25         4.17 164.07
Winchester   0.10                        4.51 177.55 -0.05         4.37 171.94
North Gower  0.05                        4.46 175.58  0.02         4.44 174.70
Huron FOB    0.04                        4.45 175.19 -0.28         4.14 162.89
Kent FOB    -0.20                        4.21 165.74 -0.25         4.17 164.07
Lamb FOB    -0.20                        4.21 165.74 -0.25         4.17 164.07
Mdsx FOB    -0.25N/A   N/A   N/A         4.16 163.77 -0.25         4.17 164.07
FOB SW Que   0.55                        4.96 195.27 -0.02         4.40 173.12
Track        0.30                        4.71 185.42N/A
PROCESSORS
Chat-Eth     0.15  0.15  0.20  0.20      4.56 179.52N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth   0.15  0.15  0.20  0.20      4.56 179.52  N/A
Sarn-Eth     0.00  0.10  0.15N/A         4.41 173.61N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A   N/A     0.35                   0.05         4.47 175.88
Pt.Colb-Ing  0.55  0.60  0.60  0.55      4.96 195.27  0.10         4.52 177.85
Cardnl-Ing  N/A  N/A     0.50  0.55                   0.20         4.62 181.78
W O Feed     0.43                   0.34 4.84 190.54

US Rep       0.55                   0.46 4.96 195.27
Toledo El.  -0.17                        4.24 166.75 -0.34         4.08 160.62

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton     0.33                        4.74186 3/5  0.02         4.44174 2/3

MID SD CRN                                           -0.25         4.16 3/4
HI SD CRN                                            -0.25         4.16 3/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.0867 down 0.0048
Chicago soybeans closed slightly lower.

       AUG14   HI 13.99               NOV14    HI 12.32
              LOW 13.81  1/4                  LOW 12.13  3/4
             CLOSE13.82  3/4  Down 12 1/2   CLOSE 12.20  3/4  Down 8 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +AUG1+AUG1+NOV14
CK Low       1.95                     15.78 579.720.40      12.61 463.25
CK High      2.00                     15.83 581.560.50      12.71 466.92
CK Average   1.99                0.75 15.82 581.130.46 -0.6312.66 465.27
Essex Cty    2.08                     15.91 584.500.63      12.84 471.70
Mdsx Low     1.98                     15.81 580.830.40      12.61 463.25
Mdsx High    2.00                     15.83 581.560.42      12.63 463.98
Mdsx Average 1.99                0.76 15.82 581.190.41 -0.6812.62 463.61
Hensall      2.03                     15.85 582.480.43      12.63 464.16
Bruce        2.00                     15.83 581.560.40      12.61 463.25
Putnam       2.00                     15.83 581.560.40      12.61 463.25
Burford      2.01                     15.84 581.930.45      12.66 465.08
Port Perry   2.03                     15.86 582.660.42      12.63 463.98
Norfolk      1.95                     15.78 579.720.46      12.67 465.45
Palmerston   2.05                     15.88 583.400.45      12.66 465.08
Varna        2.03                     15.86 582.660.45      12.66 465.08
Trenton      2.00                     15.83 581.560.40      12.61 463.25
Winchester   2.05                     15.88 583.400.70      12.91 474.27
North Gower  2.09                     15.92 584.870.79      13.00 477.58
Huron FOB    2.15                     15.98 587.070.55      12.76 468.76
Kent FOB     1.95                     15.78 579.720.46      12.67 465.45
Lambton FOB  1.95                     15.78 579.720.46      12.67 465.45
Middlesex FOB2.11  N/A  N/A  N/A      15.94 585.600.62      12.83 471.33

PROCESSORS
Hamilton     2.49 2.55  N/A  N/A      16.32 599.570.96      13.17 483.82
Windsor      2.31 2.23  N/A  N/A      16.14 592.950.86      13.07 480.15
Winchester    N/A                                  N/A

TRANSFER
Hamilton     2.32  N/A  N/A  N/A      16.15 593.320.83      13.04 479.05
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     1.59                     15.42 566.500.00      12.21 448.55

Toledo El.   0.98                     14.81 544.09-0.30     11.90 437.34


Bank of Canada Noon exchange rate was 1.0867 down 0.0048
Chicago wheat closed moderately lower.
JUL14      HI     6.08  1/2             JUL14   HI      6.08  1/2
           LOW    5.88  1/2                     LOW     5.88  1/2
           CLOSE  5.89  1/4  Down 12            CLOSE   5.89  1/4  Down 12

Minni wheat closed moderately lower.
JUL14      HI     7.04  1/4             SEP14   HI      7.10  1/4
           LOW        6.83                      LOW     6.90  1/2
           CLOSE  6.84   Down 15 1/2            CLOSE   6.91  1/2  Down 14 1/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 13   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.14          0.25           -0.07         -0.37
CAD $/bu              6.04          6.15            5.82          6.47
CAD $/tonne         221.82        225.82          213.81        237.73


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     0.15   -0.35   N/A
London      0.17    0.39   -0.32   N/A    0.09    0.14   -0.41   N/A
Hensall     0.25    N/A    -0.30   N/A    0.25    N/A    -0.35   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    N/A
Essex        N/A    N/A    -0.01   N/A    N/A     N/A    -0.38   N/A
Norwich     0.25    N/A    -0.30   N/A    0.25    N/A    -0.35   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 0.25    N/A    -0.30   N/A    0.25    N/A    -0.35   N/A
Chatham      N/A    N/A     N/A    N/A    N/A     N/A    -0.35   N/A
Brigden      N/A    N/A     N/A    N/A    N/A     N/A    -0.35   N/A
Palmerston   N/A    0.39   -0.28  0.06    N/A     0.30   -0.36  -0.06
Varna       0.25    0.50   -0.25   N/A    0.25    0.15   -0.30   N/A
Mitchell    0.25    0.50   -0.30   N/A    0.25    0.15   -0.35   N/A
Thornton     N/A    N/A     N/A   -0.83   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.40   N/A     N/A     N/A   -0.03

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    -0.05   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        0.69N/A        0.96N/A        0.69N/A

Toledo El. 5.86US         6.39CA        5.91US          6.44CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 14        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.20          0.31           -0.18         -0.09
CAD $/bu              6.09          6.20            5.71          6.82
CAD $/tonne         223.82        227.82          209.81        250.73

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

FEED GRAINS
Bayport Wheat             335.00 - 340.00
Bayport Oats              360.00
Bayport Barley            280.00
FOB Hm Soymeal            638.58 - 642.99
DDG's FOB Srn & Aylm       305.00


Wednesday June 11th, 2014
COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	July	4.41	↓	15 	cents
Soybeans CBOT	July	14.45	↓	37	cents
Wheat CBOT	July	5.89 	↓	25 ¼ 	cents
Wheat Minn.	July	6.84	↓	14	cents
Wheat Kansas	July	7.04	↓	9	cents
 	 	 			 
Canadian $	Sept	0.9201	↑	78	points



USDA REPORT June 11-2014
CORN:
 
Estimates for world inventories was nudged higher by 80,000 tonnes to a 15-year high of 182.65m tonnes, reflecting increased expectations for crops in the European Union where Germany and the former Soviet Union have enjoyed improved early season growing conditions.

In the US, the harvest estimate and indeed the whole 2014-15 balance sheet was left unchanged with slightly slower-than-normal mid-May planting progress expected to be offset by very favourable early season crop and weather conditions.

July Corn traded as high as $4.50 per bushel before the report and closed near the low of $4.40 


SOYBEANS:
 
For soybeans, the end-stocks estimate for 2014-15 was lifted by 650,000 tonnes to a record 82.88m tonnes, again contrasting with expectations of a small downgrade.

The soybean market displayed marked volatility, trading over a 20 cent trading range over a four-minute spell which took it both into positive and negative territory before settling down to the $14.45 level, 17 cents lower on the day.

WHEAT:

After starting the day higher, the July contract lost ground all morning and went negative after the USDA report with a 20 cent range on the day.   Without further bullish news it looks like we could be setting our sights at a retest of the $5.50-5.60 level basis the lead contract month.
Australia, the southern hemisphere's largest wheat exporter, will produce 24.59m tonne of the grain in its harvest late in 2014. Hopes of an improvement in weather conditions in Australia are being undermined by the prospect of an El Nino pattern, which typically causes dryness in the country. About two‐thirds of El Niño events since 1900 have been associated with drought over large areas of Australia.

SWW at $223.84/mt ($6.09/bu), SRW at $209.82/mt ($5.71/bu), HRW at $227.84/mt ($6.20/bu), HRS at $250.76/mt ($6.82 /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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