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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Feb 11 15:34:25 EST 2015


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, February 11
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.2635 up 0.0107
Chicago corn closed slightly lower.

      MAR15   HI 3.89  3/4                    DEC15    HI 4.19  1/4
             LOW 3.84                                 LOW 4.14  1/2
            CLOSE3.85  3/4  Down 2 1/4              CLOSE 4.15  1/4  Down 3 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY15+MAY15+JUL15
CK Low       0.80                        4.66 183.36  0.40         4.55 179.22
CK High      0.82                        4.68 184.15  0.40         4.55 179.22
CK Avg       0.80                  -0.23 4.66 183.49  0.40 -0.71   4.55 179.22
Essex Cty    0.84                        4.70 184.93  0.44         4.59 180.80
Mdsx Low     0.80                        4.66 183.36  0.40         4.55 179.22
Mdsx High    0.80                        4.66 183.36  0.40         4.55 179.22
Mdsx Avg     0.80                  -0.23 4.66 183.36  0.40 -0.71   4.55 179.22
Hensall      0.80                        4.66 183.36  0.40         4.55 179.22
Bruce        0.80                        4.66 183.36  0.40         4.55 179.22
Putnam       0.75                        4.61 181.39  0.35         4.50 177.26
Burford      0.80                        4.66 183.36  0.40         4.55 179.22
Port Perry   0.75                        4.61 181.39  0.40         4.55 179.22
Norfolk      0.82                        4.68 184.15  0.40         4.55 179.22
Palmerston   0.75                        4.61 181.39  0.35         4.50 177.26
Varna        0.80                        4.66 183.36  0.40         4.55 179.22
Trenton      0.90                        4.76 187.29  0.50         4.65 183.16
Winchester   1.00                        4.86 191.23  1.00         5.15 202.84
North Gower  0.86                        4.72 185.72  0.75         4.90 193.00
Huron FOB    0.95                        4.81 189.26  0.40         4.55 179.22
Kent FOB     0.82                        4.68 184.15  0.40         4.55 179.22
Lamb FOB     0.82                        4.68 184.15  0.40         4.55 179.22
Mdsx FOB     0.85  0.85  0.90  0.90      4.71 185.33  0.40         4.55 179.22
FOB SW Que  N/A                                       0.90         5.05 198.91
Track        1.23                        5.08 200.09N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                      0.60         4.75 187.10
Jhnstwn-Eth N/A  N/A   N/A   N/A                      1.00         5.15 202.84
Aylmer-Eth  N/A  N/A     0.85  0.85                   N/A
Sarn-Eth     1.00  1.00  1.00  1.00      4.86 191.23N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A     1.00  1.10                   0.70         4.85 191.03
Pt.Colb-Ing N/A  N/A   N/A   N/A                      0.70         4.85 191.03
Cardnl-Ing  N/A  N/A   N/A     1.10                   0.80         4.95 194.97
W O Feed     1.18                   0.84 5.03 198.16

US Rep       1.45                   1.12 5.31 208.95
Toledo El.  -0.14                        3.72 146.38 -0.55         3.61 142.02

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton     0.77                        4.63182 1/6  0.73         4.88192 2/9

MID SD CRN   0.81                        4.66 3/4
HI SD CRN    0.82                        4.67 3/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.2635 up 0.0107
Chicago soybeans closed slightly higher.

       MAR15   HI 9.81                NOV15    HI 9.61  1/4
              LOW 9.66                        LOW 9.51  1/2
             CLOSE9.77  3/4  Up 8 3/4       CLOSE 9.59  3/4  Up 6

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+MAY1+AUG15
CK Low       1.86                     11.64 427.601.54      11.14 409.23
CK High      2.05                     11.83 434.591.75      11.35 416.95
CK Average   1.95                -0.6611.73 430.971.66 -0.9111.25 413.52
Essex Cty    2.33                     12.11 444.871.92      11.52 423.20
Mdsx Low     1.84                     11.62 426.871.52      11.12 408.50
Mdsx High    1.95                     11.73 430.911.65      11.25 413.27
Mdsx Average 1.90                -0.7111.67 428.891.59 -0.9811.18 410.89
Hensall      1.93                     11.70 429.991.63      11.22 412.36
Bruce        1.95                     11.73 430.911.65      11.25 413.27
Putnam       1.95                     11.73 430.911.65      11.25 413.27
Burford      1.87                     11.65 427.971.55      11.15 409.60
Port Perry   1.84                     11.62 426.871.52      11.12 408.50
Norfolk      1.95                     11.73 430.911.65      11.25 413.27
Palmerston   1.85                     11.63 427.241.60      11.20 411.44
Varna        1.90                     11.68 429.071.60      11.20 411.44
Trenton      1.85                     11.63 427.241.55      11.15 409.60
Winchester   2.40                     12.18 447.452.00      11.60 426.14
North Gower  2.35                     12.13 445.612.05      11.65 427.97
Huron FOB    2.05                     11.83 434.591.65      11.25 413.27
Kent FOB     1.95                     11.73 430.911.65      11.25 413.27
Lambton FOB  1.95                     11.73 430.911.65      11.25 413.27
Middlesex FOB2.12 2.18 2.18  N/A      11.90 437.161.79      11.39 418.42

PROCESSORS
Hamilton     2.59 2.66 2.67 2.74      12.37 454.432.24      11.84 434.95
Windsor      2.54 2.54 2.42 2.40      12.32 452.592.13      11.73 430.91
Winchester    N/A                                  N/A

TRANSFER
Hamilton     2.58  N/A  N/A  N/A      12.36 454.062.04      11.64 427.60
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.   -0.20                     9.57 351.81-0.48      9.12 334.95


Bank of Canada Noon exchange rate was 1.2635 up 0.0107
Chicago wheat closed slightly higher.
MAR15      HI         5.28              JUL15   HI         5.30
           LOW    5.15  3/4                     LOW     5.19  3/4
           CLOSE  5.25  3/4  Up 4               CLOSE   5.27   Up  3/4

Minni wheat closed slightly to moderately higher.
MAR15      HI         5.80              SEP15   HI         5.92
           LOW    5.68  1/4                     LOW        5.85
           CLOSE  5.76   Up 6                   CLOSE   5.89  1/2  Up 2 1/4

GFO Cash Wheat Prices - DEL Terminal
Current Crop 14   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.16          1.72            1.34          0.90
CAD $/bu              7.42          6.98            6.60          6.66
CAD $/tonne         272.65        256.35          242.39        244.83


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     N/A    N/A    N/A     1.25   0.70    N/A
London      2.22    1.46   1.21    N/A    1.24    1.37   0.73    N/A
Hensall     2.15    N/A    1.15    N/A    1.25    N/A    0.60    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   1.00
Essex        N/A    N/A    1.25    N/A    N/A     N/A    0.80    N/A
Norwich     2.15    N/A    1.15    N/A    1.35    N/A    0.70    N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 2.15    N/A    1.15    N/A    1.35    N/A    0.60    N/A
Chatham      N/A    1.25   1.10    N/A    N/A     1.05   0.65    N/A
Brigden      N/A    N/A    1.10    N/A    N/A     N/A    0.65    N/A
Palmerston   N/A    1.80   1.15   0.60    N/A     1.35   0.65   0.35
Varna       2.20    1.80   1.20    N/A    1.30    1.30   0.65    N/A
Mitchell    2.15    1.75   1.15    N/A    1.25    1.25   0.60    N/A
Thornton     N/A    N/A     N/A   0.45    N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   1.03

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    1.39    N/A    N/A     N/A    1.15    N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     3.43N/A        1.72N/A    N/A     N/A        1.66N/A

Toledo El. 5.38US         6.81CA        5.34US          6.77CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 15        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.41          1.92            0.97          1.13
CAD $/bu              6.68          7.19            6.24          7.03
CAD $/tonne         245.45        264.09          229.15        258.26

(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            523.17 - 528.68
DDG's FOB Srn & Aylm       280.00

Wednesday, February 11, 2014
COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	Mar	3.86	↑	         3	cents
Soybeans CBOT	Mar	9.78	↑	6	cents
Wheat CBOT	Mar	5.25	↑	13	cents
Wheat Minn.	Mar	5.74	↑	7	cents
Wheat Kansas	Mar	5.58	↑	4	cents
 	 	 			 
Canadian $	Mar	.7905	↓	35	points



CORN:  
This month’s United States Department of Agriculture (USDA) supply demand report, released on February 9, offered a few somewhat bullish numbers. The estimate for U.S. corn stocks was cut to 1.827 billion bushels, 50 million(m) bushels more than investors had expected.
On the charts:  The $3.65 level that we spoke of last week held on the March corn. This looks like a small rally in a bear market. Indicators are still mixed with the daily and long term indicators looking bearish while the intermediate or weekly charts are still neutral. 
SOYBEANS:
Numbers at first glance were also bullish for soybean supplies. The forecast for U.S. inventories at the end of 2014-2015 was reduced by 25 m bushels to 385 m bushels, a cut 13 m bushels more than the market had been anticipated.
On the charts:  This week saw the soybeans up just 5 cents from last weeks close. This tight trading range could continue until the much anticipated March USDA report. Resistance is currently at $10 - $10.25 on the nearby contract while short term support is at $9.50 and $9.00.  All indicators at this time are still bearish, confirming the downtrend that has been in place since June 2014.

WHEAT:

Wheat fared the worst of all grains after the February 9USDA report, falling to $5.18 ½ a bushel in Chicago for March delivery, after the report raised estimates for both domestic and world supplies of the grain. The USDA cut its forecast for U.S. wheat exports by 25 m bushels to 900 m bushels, citing "increased competition from the European Union and the recent strengthening of the dollar, which makes U.S. exports less competitive".

On the charts:  The March wheat contract is still pushing our $5.25 -$5.35 overhead resistance level as of this writing. If we can manage to close above the $5.35 level based on this contract, we could see a nice move towards the $5.50 - $5.60 level. If, however, we are unable to close above this target, we might be looking at a revisit of the $4.90 recent lows of February 2 made on the same contract. Although we are getting some oversold signals, and an increasing likelihood of a spring rally, this downtrend still remains intact.



2014 CROP CASH PRICES AS OF CLOSE February 11, 2015

SWW @ $272.48/mt ($7.42/bu), SRW @ $242.26/mt ($6.59/bu),
HRW @ $256.21/mt ($6.97/bu), HRS @ $244.58/mt ($6.66/bu).



Marty Hibbs, Grain Farmers of Ontario 


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