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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Apr 15 16:04:34 EDT 2015


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, April 15
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.2379 down 0.0099
Chicago corn closed slightly higher.

      MAY15   HI 3.79                         DEC15    HI 4.03  1/2
             LOW 3.70  1/2                            LOW 3.96
            CLOSE3.76   Up 2 1/2                    CLOSE 4.00  1/2  Up 1 1/2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY15+JUL15+SEP15
CK Low       0.75                        4.51 177.55  0.40         4.41 173.42
CK High      0.80                        4.56 179.52  0.45         4.46 175.39
CK Avg       0.78                  -0.10 4.54 178.54  0.43 -0.51   4.43 174.40
Essex Cty    0.68                        4.44 174.80  0.37         4.38 172.24
Mdsx Low     0.75                        4.51 177.55  0.40         4.41 173.42
Mdsx High    0.80                        4.56 179.52  0.45         4.46 175.39
Mdsx Avg     0.78                  -0.10 4.54 178.54  0.43 -0.51   4.43 174.40
Hensall      0.80                        4.56 179.52  0.48         4.48 176.37
Bruce        0.80                        4.56 179.52  0.45         4.46 175.39
Putnam       0.80                        4.56 179.52  0.45         4.46 175.39
Burford      0.75                        4.51 177.55  0.40         4.41 173.42
Port Perry   0.75                        4.51 177.55  0.40         4.41 173.42
Norfolk      0.75                        4.51 177.55  0.40         4.41 173.42
Palmerston   0.75                        4.51 177.55  0.45         4.46 175.39
Varna        0.80                        4.56 179.52  0.50         4.51 177.35
Trenton      1.00                        4.76 187.39  0.60         4.61 181.29
Winchester   1.00                        4.76 187.39  0.95         4.96 195.07
North Gower  0.95                        4.71 185.42  0.95         4.96 195.07
Huron FOB    0.90                        4.66 183.46  0.55         4.56 179.32
Kent FOB     0.75                        4.51 177.55  0.40         4.41 173.42
Lamb FOB     0.75                        4.51 177.55  0.40         4.41 173.42
Mdsx FOB     0.75  0.75  0.75N/A         4.51 177.55  0.40         4.41 173.42
FOB SW Que  N/A                                     N/A
Track        1.18                        4.94 194.28N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                      0.75         4.76 187.20
Jhnstwn-Eth N/A  N/A   N/A   N/A                      0.95         4.96 195.07
Aylmer-Eth  N/A    0.85  0.90  1.00                   N/A
Sarn-Eth    N/A  N/A     1.00  1.10                 N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A     1.20  1.20                   0.85         4.86 191.13
Pt.Colb-Ing N/A  N/A   N/A   N/A                      0.85         4.86 191.13
Cardnl-Ing  N/A  N/A   N/A   N/A                      1.00         5.01 197.04
W O Feed     1.22                   0.93 4.98 196.05

US Rep       1.30                   1.01 5.06 199.20
Toledo El.  -0.05                        3.71 146.08 -0.41         3.60 141.66

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton    N/A                                     N/A

MID SD CRN   0.77   1/2                  4.53 1/2
HI SD CRN    0.80                        4.561
*Wet Bid


Bank of Canada Noon exchange rate was 1.2379 down 0.0099
Chicago soybeans closed slightly higher.

       MAY15   HI 9.76  3/4           NOV15    HI 9.60
              LOW 9.58  3/4                   LOW 9.47  1/2
             CLOSE9.65   Up 4 3/4           CLOSE 9.52  1/2  Up 4 1/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+MAY1+AUG15
CK Low       1.64                     11.29 414.841.42      10.95 402.16
CK High      1.80                     11.45 420.721.60      11.13 408.77
CK Average   1.74                -0.5011.39 418.511.51 -0.7011.04 405.53
Essex Cty    1.78                     11.43 419.981.58      11.11 408.04
Mdsx Low     1.62                     11.27 414.101.40      10.93 401.43
Mdsx High    1.75                     11.40 418.881.50      11.03 405.10
Mdsx Average 1.69                -0.5611.34 416.491.45 -0.7610.98 403.26
Hensall      1.73                     11.38 417.961.50      11.03 405.10
Bruce        1.75                     11.40 418.881.55      11.08 406.94
Putnam       1.75                     11.40 418.881.45      10.98 403.26
Burford      1.65                     11.30 415.201.43      10.96 402.53
Port Perry   1.62                     11.27 414.101.40      10.93 401.43
Norfolk      1.75                     11.40 418.881.50      11.03 405.10
Palmerston   1.70                     11.35 417.041.45      10.98 403.26
Varna        1.70                     11.35 417.041.50      11.03 405.10
Trenton      1.75                     11.40 418.881.55      11.08 406.94
Winchester   1.85                     11.50 422.551.91      11.44 420.16
North Gower  1.82                     11.47 421.451.80      11.33 416.12
Huron FOB    1.85                     11.50 422.551.60      11.13 408.77
Kent FOB     1.75                     11.40 418.881.50      11.03 405.10
Lambton FOB  1.75                     11.40 418.881.50      11.03 405.10
Middlesex FOB1.60 1.79 1.81  N/A      11.25 413.371.55      11.08 406.94

PROCESSORS
Hamilton     1.88 2.07 2.08  N/A      11.53 423.651.81      11.34 416.49
Windsor      1.99 2.00 2.02 2.03      11.64 427.701.79      11.32 415.76
Winchester    N/A                                  N/A

TRANSFER
Hamilton      N/A                                  N/A
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC      N/A                                  N/A

Toledo El.   -0.07                     9.58 351.86-0.41      9.12 335.04


Bank of Canada Noon exchange rate was 1.2379 down 0.0099
Chicago wheat closed moderately lower.
MAY15      HI     5.03  3/4             JUL15   HI      5.02  1/4
           LOW        4.90                      LOW     4.88  1/4
           CLOSE  4.90  3/4  Down 6 1/4         CLOSE   4.89   Down 7 1/2

Minni wheat closed slightly to moderately lower.
MAY15      HI     5.58  1/4             SEP15   HI         5.73
           LOW    5.41  3/4                     LOW     5.61  3/4
           CLOSE  5.43  1/4  Down 8 3/4         CLOSE   5.63  1/4  Down 5 3/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 14   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.13          1.70            1.20          0.83
CAD $/bu              7.03          6.60            6.11          6.26
CAD $/tonne         258.46        242.61          224.50        230.16


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    N/A    1.18    N/A    N/A     1.40   0.81    N/A
London      2.25    1.57   1.19    N/A    1.21    1.21   0.65    N/A
Hensall     2.45    N/A    1.20    N/A    1.45    N/A    0.80    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    0.80    N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    1.05    N/A    N/A     N/A    0.70    N/A
Norwich     2.45    N/A    1.20    N/A    1.55    N/A    0.90    N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 2.45    N/A    1.20    N/A    1.55    N/A    0.80    N/A
Chatham      N/A    N/A     N/A    N/A    N/A     1.40   0.75    N/A
Brigden      N/A    N/A     N/A    N/A    N/A     N/A    0.75    N/A
Palmerston   N/A    1.75   1.15   0.65    N/A     1.50   0.85   0.80
Varna       2.50    1.70   1.10    N/A    1.50    1.45   0.75    N/A
Mitchell    2.45    2.00   1.20    N/A    1.45    1.45   0.80    N/A
Thornton     N/A    N/A     N/A   0.30    N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   1.24

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     N/A    N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     3.36N/A        1.26N/A    N/A     N/A        1.38N/A

Toledo El. 4.98US         6.13CA        4.96US          6.11CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 15        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.20          1.69            1.01          1.12
CAD $/bu              6.09          6.58            5.90          6.76
CAD $/tonne         223.70        241.82          216.91        248.27

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

FEED GRAINS
Bayport Wheat             290.00
Bayport Oats              300.00
Bayport Barley            275.00
FOB Hm Soymeal            481.17 - 486.68
DDG's FOB Srn & Aylm      250.00 - 255.00


Wednesday, April 15, 2015
COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	May	3.76	↓	         2	cents
Soybeans CBOT	May	9.65	↓	7	cents
Wheat CBOT	May	4.91	↓	36	cents
Wheat Minn.	May	5.43	↓	37	cents
Wheat Kansas	May	5.14	↓	35	cents
 	 	 			 
Canadian $	June	.8118	↑	1.55	points



CORN:  
Corn planting is off to a sluggish start. United States Department of Agriculture (USDA) officials confirmed on April 13 only 2% of the nation's corn crop is in the ground; the normal planting pace by this week is 5%. Last year, farmers had 3% of the crop in the ground by this week. Though not many were in the field yet by this time a year ago, farmers in all but one state -- Wisconsin -- had sown at least some corn by this time. According to the report, farmers in Iowa, Indiana, Minnesota, and Michigan have yet to get rolling, and Ohio farmers only have 1% in the ground.
On the charts:  May corn contract has lost twenty five cents since April 1 and has given us a sell signal since reaching its intraday high of $3.98 on March 31 of this year. Support now stands at our recent lows of $3.67 and below that we see the next major support level at the $3.55 area based on the May contract.

SOYBEANS:
United States Department of Agriculture (USDA) data on April 15 is expected to show the biggest domestic soybean crush on record for a March number, at 155.261m bushels.
Soybeans had the best performance of the three grains from April 8-15 despite talk of huge South American harvests, and of large US spring plantings.


On the charts:  As of April 15 we see the May soybean contract has only lost two cents per bushel for the week as we sit at the $9.70 before the close. The beans have been in a $1.50 range since last October and all indicators are still negative. We still maintain that we could see a significant run-up without altering the main trend and that any significant rally should be viewed as a selling opportunity until we have proof that the market has turned. Major support is seen at the $9.00 level and a close above the $10.25 area on the lead month would be needed before we could see a run-up.  For now, all three indicators are still negative.


WHEAT:

On the charts:  Wheat was pulled back in line with the corn trade with a big reversal day on Monday April 13, losing about 35 cents on the week and flashing a sell signal on the short term charts. Support lines were also negated and at this point we have set the stage for more re-testing of the support areas at our contract lows of $4.70- $4.80.  It was just a matter of time before the tug of war between wheat and corn was resolved and the wheat finally gave way to the downward pressure evident in the corn. Short term indicators are now negative along with the medium and long term trend. With the damage to the charts, base building will take time and it could be a while before we see a reversal in this market. 




2014 CROP CASH PRICES AS OF CLOSE April 15, 2015

SWW @ $258.57/mt ($7.04/bu), SRW @ $224.60/mt ($6.11/bu),
HRW @ $242.72/mt ($6.61/bu), HRS @ $230.04/mt ($6.26/bu).


Marty Hibbs, Grain Farmers of Ontario 

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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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