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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Mar 19 15:37:47 EDT 2014


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, March 19
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.1179 up 0.0093
Chicago corn closed slightly higher.

      MAY14   HI 4.91  3/4                    DEC14    HI 4.91  1/4
             LOW 4.82  1/4                            LOW 4.84  1/4
            CLOSE4.87  3/4  Up 1 1/2                CLOSE 4.88  3/4  Up 1

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY14+JUL14+JUL14
CK Low      -0.30                        4.58 180.21 -0.30         4.59 180.60
CK High     -0.17                        4.71 185.33 -0.20         4.69 184.54
CK Avg      -0.27                  -0.89 4.61 181.59 -0.28 -0.90   4.61 181.59
Essex Cty   -0.10                        4.78 188.08 -0.20         4.69 184.54
Mdsx Low    -0.30                        4.58 180.21 -0.30         4.59 180.60
Mdsx High   -0.30                        4.58 180.21 -0.30         4.59 180.60
Mdsx Avg    -0.30                  -0.92 4.58 180.21 -0.30 -0.93   4.59 180.60
Hensall     -0.30                        4.58 180.21 -0.30         4.59 180.60
Bruce       -0.30                        4.58 180.21 -0.30         4.59 180.60
Putnam      -0.30                        4.58 180.21 -0.30         4.59 180.60
Burford     -0.30                        4.58 180.21 -0.30         4.59 180.60
Port Perry  -0.35                        4.53 178.24 -0.30         4.59 180.60
Norfolk     -0.22                        4.66 183.36 -0.25         4.64 182.57
Palmerston  -0.35                        4.53 178.24 -0.35         4.54 178.63
Varna       -0.30                        4.58 180.21 -0.30         4.59 180.60
Trenton     -0.20                        4.68 184.15 -0.30         4.59 180.60
Winchester  -0.10                        4.78 188.08 -0.10         4.79 188.48
North Gower  0.00                        4.88 192.02 -0.10         4.79 188.48
Huron FOB   -0.15                        4.73 186.11 -0.20         4.69 184.54
Kent FOB    -0.22                        4.66 183.36 -0.25         4.64 182.57
Lamb FOB    -0.22                        4.66 183.36 -0.25         4.64 182.57
Mdsx FOB    -0.20 -0.20 -0.25 -0.20      4.68 184.15 -0.30         4.59 180.60
FOB SW Que   0.64                        5.52 217.21  0.16         5.05 198.71
Track        0.08                        4.95 194.97N/A
PROCESSORS
Chat-Eth    N/A   -0.20 -0.20 -0.20                 N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth  N/A   -0.20 -0.20 -0.20                   N/A
Sarn-Eth    -0.10  0.00  0.00  0.00      4.78 188.08N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing   0.00  0.05  0.10  0.10      4.88 192.02 -0.15         4.74 186.51
Pt.Colb-Ing N/A    0.15  0.20  0.20                  -0.10         4.79 188.48
Cardnl-Ing  N/A    0.25  0.40  0.35                   0.00         4.89 192.41
W O Feed     0.20                   0.07 5.08 200.05

US Rep       0.64                   0.51 5.52 217.21
Toledo El.  -0.25                        4.63 182.25 -0.37         4.52 177.76

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.28                        4.60 181.00N/A
Hamilton     0.22                        5.10200 2/3  0.08         4.97195 5/9

MID SD CRN  -0.23   1/2                  4.64 1/4
HI SD CRN   -0.17                        4.70 3/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.1179 up 0.0093
Chicago soybeans closed slightly to moderately higher.

       MAY14   HI 14.42               NOV14    HI 11.93  1/4
              LOW 14.16  1/2                  LOW 11.82  1/2
             CLOSE14.31  1/4  Up 13         CLOSE 11.91   Up 6 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+MAY1+MAY14
CK Low       1.55                     15.86 582.850.85      12.76 468.85
CK High      1.60                     15.91 584.681.00      12.91 474.36
CK Average   1.59                -0.2415.90 584.380.94 -0.5812.85 472.16
Essex Cty    1.82                     16.13 592.771.32      13.23 486.12
Mdsx Low     1.55                     15.86 582.850.86      12.77 469.22
Mdsx High    1.65                     15.96 586.520.95      12.86 472.52
Mdsx Average 1.60                -0.2315.91 584.680.91 -0.6212.82 470.87
Hensall      1.65                     15.96 586.520.95      12.86 472.52
Bruce        1.65                     15.96 586.520.95      12.86 472.52
Putnam       1.65                     15.96 586.520.95      12.86 472.52
Burford      1.58                     15.89 583.950.89      12.80 470.32
Port Perry   1.55                     15.86 582.850.86      12.77 469.22
Norfolk      1.65                     15.96 586.520.93      12.84 471.79
Palmerston   1.35                     15.66 575.500.65      12.56 461.50
Varna        1.40                     15.71 577.340.70      12.61 463.34
Trenton      1.30                     15.61 573.660.70      12.61 463.34
Winchester   1.50                     15.81 581.011.05      12.96 476.20
North Gower  1.46                     15.77 579.541.05      12.96 476.20
Huron FOB    1.95                     16.26 597.541.05      12.96 476.20
Kent FOB     1.60                     15.91 584.680.93      12.84 471.79
Lambton FOB  1.60                     15.91 584.680.93      12.84 471.79
Middlesex FOB1.68 1.68 1.70  N/A      15.99 587.620.91      12.82 471.05

PROCESSORS
Hamilton     2.08 2.15 2.22  N/A      16.39 602.321.35      13.26 487.22
Windsor      2.08 2.15 2.22  N/A      16.39 602.321.35      13.26 487.22
Winchester    N/A                                  N/A

TRANSFER
Hamilton     1.89  N/A  N/A  N/A      16.20 595.341.30      13.21 485.38
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     2.11                     16.42 603.421.64      13.55 497.88

Toledo El.   0.08                     14.39 528.80-0.32     11.59 426.01


Bank of Canada Noon exchange rate was 1.1179 up 0.0093
Chicago wheat closed higher.
MAY14      HI     7.18  1/2             JUL14   HI      7.19  1/2
           LOW    6.86  1/4                     LOW        6.89
           CLOSE  7.15  3/4  Up 23 1/4          CLOSE   7.17   Up 21 1/2

Minni wheat closed moderately higher.
MAY14      HI     7.64  1/2             SEP14   HI         7.56
           LOW        7.37                      LOW     7.31  1/2
           CLOSE  7.61   Up 19 1/2              CLOSE   7.52  1/2  Up 20

GFO Cash Wheat Prices - DEL Terminal
Current Crop 13   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.63          0.97            0.52          0.07
CAD $/bu              7.79          8.13            7.68          7.68
CAD $/tonne         286.27        298.70          282.13        282.23


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   -0.13   N/A
London      0.48    0.65   0.26    N/A    0.32    0.26   -0.08   N/A
Hensall     0.45    N/A    0.20    N/A    0.25    N/A    -0.10   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -0.10   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    0.36    N/A    N/A     N/A    0.04    N/A
Norwich     0.45    N/A    0.20    N/A    0.25    N/A    -0.10   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 0.45    N/A    0.20    N/A    0.25    N/A    -0.10   N/A
Chatham      N/A    0.50   0.20    N/A    N/A     N/A    -0.13   N/A
Brigden      N/A    0.50   0.20    N/A    N/A     N/A    -0.13   N/A
Palmerston   N/A    0.73   0.18   0.33    N/A     0.07   -0.24  -0.05
Varna       0.35    0.55   0.10    N/A    0.15    0.15   -0.20   N/A
Mitchell    0.45    0.75   0.20    N/A    0.25    0.25   -0.10   N/A
Thornton     N/A    N/A     N/A   -0.08   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.20   N/A     N/A     N/A   0.20

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    0.70    N/A    N/A     N/A    0.22    N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     1.59N/A        1.08N/A        1.59N/A        1.03N/A

Toledo El. 7.08US         7.98CA        7.14US          8.05CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 14        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.47          0.69            0.24          0.17
CAD $/bu              7.64          7.86            7.41          7.70
CAD $/tonne         280.57        288.86          272.28        282.85

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

FEED GRAINS
Bayport Wheat             290.00 - 295.00
Bayport Oats              325.00
Bayport Barley            275.00
FOB Hm Soymeal            627.23 - 643.76
DDG's FOB Srn & Aylm       270.00

__________________________________________________________________________________
Wednesday March 19, 2014			
Commodity	Period	Price	Weekly Movement	 	 
 	 	 	 	 	 
Corn CBOT	May	4.87¾ 	↓ 	½ 	cents
Soybeans CBOT	May	14.31½	↑	44¼	cents
Wheat CBOT	May	7.15¾ 	↑	32 	cents
Wheat Minn.	May	7.62 	↑	31¼	cents
Wheat Kansas	May	7.88¼	↑	42¼ 	cents
 	 	 			 
Canadian $	March	.88830	↓	116	points

CORN:
This will be the first year in many that we witness large corn stocks carried into the next crop year. The large corn carryout has continued to influence the corn market, as corn has not gained as much upside as the wheat market. It has missed out on the large downside movements as well.

Corn has been trading in sync with wheat as the tensions in the Crimea region affect both corn and wheat, which are both major exports of this area. In addition, there is substitution of wheat for corn in feed rations.  This relationship between wheat and corn will be examined once again this month as the USDA releases its Grain Stocks report and Prospective Plantings for 2014. The demand side will be closely monitored for both corn exports and corn feeding.

SOYBEANS:
Soybeans continue to take their support from supply and demand; soybeans continue to climb on signals of tightening US stocks. Demand from domestic US processors has increased versus last year at this time and exports continue to outpace the USDA’s exports for this year. China had increased US purchases and cancelled Brazilian acquisitions to insure the inflow of beans to their country. This is keeping projected US carryout very tight this year.


WHEAT:
Wheat continues its rally on continued concerns over political tensions between Russia and the Ukraine. While grain continues to move in the area, it is the concern of futures sales that are testing the confidence of international buyers to make any further purchases from this region.

Recent Egyptian wheat tender has helped support prices, in addition to the fact that part of the purchase was with US origin wheat. Dryness in major wheat growing areas in the US is also supporting higher prices as the wheat crop in areas such as Kansas have crop ratings falling during the past week. 
2013 contract prices for March 19, at the market close, are as follows:
SWW at $285.76 per tonne ($7.78/bu.), SRW at $281.66 per tonne ($7.66/bu.), HRW at $298.17 per tonne ($8.11/bu.), and HRS at $281.73 per tonne ($7.67/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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