[Farmmarketnews] Wednesday Ontario Commodity Report plus Mary Hibbs GFO Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Feb 18 15:45:58 EST 2015


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, February 18
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.2455 up 0.0052
Chicago corn closed moderately lower.

      MAR15   HI 3.90  1/2                    DEC15    HI 4.21
             LOW 3.83                                 LOW 4.14
            CLOSE3.83  3/4  Down 5 3/4              CLOSE 4.14  1/2  Down 6

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAY15+MAY15+JUL15
CK Low       0.75                        4.59 180.60  0.35         4.50 176.96
CK High      0.80                        4.64 182.57  0.40         4.55 178.93
CK Avg       0.76                  -0.17 4.60 180.93  0.36 -0.65   4.50 177.29
Essex Cty    0.75                        4.59 180.60  0.35         4.50 176.96
Mdsx Low     0.75                        4.59 180.60  0.35         4.50 176.96
Mdsx High    0.75                        4.59 180.60  0.35         4.50 176.96
Mdsx Avg     0.75                  -0.18 4.59 180.60  0.35 -0.66   4.50 176.96
Hensall      0.75                        4.59 180.60  0.35         4.50 176.96
Bruce        0.75                        4.59 180.60  0.35         4.50 176.96
Putnam       0.75                        4.59 180.60  0.35         4.50 176.96
Burford      0.75                        4.59 180.60  0.35         4.50 176.96
Port Perry   0.80                        4.64 182.57  0.40         4.55 178.93
Norfolk      0.75                        4.59 180.60  0.35         4.50 176.96
Palmerston   0.75                        4.59 180.60  0.35         4.50 176.96
Varna        0.75                        4.59 180.60  0.35         4.50 176.96
Trenton      0.90                        4.74 186.51  0.60         4.75 186.80
Winchester   1.00                        4.84 190.44  1.00         5.15 202.55
North Gower  0.86                        4.70 184.93  0.87         5.02 197.43
Huron FOB    1.05                        4.89 192.41  0.45         4.60 180.90
Kent FOB     0.75                        4.59 180.60  0.35         4.50 176.96
Lamb FOB     0.75                        4.59 180.60  0.35         4.50 176.96
Mdsx FOB     0.80  0.80  0.85N/A         4.64 182.57  0.40         4.55 178.93
FOB SW Que  N/A                                       0.81         4.96 195.07
Track        1.15                        4.99 196.35N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                      0.60         4.75 186.80
Jhnstwn-Eth N/A  N/A   N/A   N/A                      1.00         5.15 202.55
Aylmer-Eth  N/A  N/A     0.85  0.85                   N/A
Sarn-Eth     1.00  1.00  1.00  1.00      4.84 190.44N/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         4.85 190.74
Pt.Colb-Ing N/A  N/A   N/A   N/A                      0.70         4.85 190.74
Cardnl-Ing  N/A  N/A   N/A     1.10                   0.85         5.00 196.64
W O Feed     1.22                   0.92 5.06 199.26

US Rep       1.45                   1.14 5.29 208.16
Toledo El.  -0.12                        3.71 146.18 -0.54         3.61 142.12

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley N/A                                     N/A
Hamilton     0.68                        4.52177 5/6  0.64         4.79188 3/8

MID SD CRN   0.77   1/2                  4.61 1/4
HI SD CRN    0.80                        4.63 3/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.2455 up 0.0052
Chicago soybeans closed slightly to moderately lower.

       MAR15   HI 10.12  1/4          NOV15    HI 9.90
              LOW 9.90  3/4                   LOW 9.70  1/4
             CLOSE9.95  3/4  Down 12        CLOSE 9.76  1/2  Down 9 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAY1+MAY1+AUG15
CK Low       1.85                     11.81 433.851.55      11.32 415.76
CK High      1.95                     11.91 437.531.65      11.42 419.43
CK Average   1.93                -0.4911.89 436.731.61 -0.7811.37 417.84
Essex Cty    1.90                     11.86 435.691.80      11.57 424.94
Mdsx Low     1.90                     11.86 435.691.57      11.34 416.49
Mdsx High    1.95                     11.91 437.531.60      11.37 417.59
Mdsx Average 1.93                -0.4911.88 436.611.59 -0.8011.35 417.04
Hensall      1.95                     11.91 437.531.63      11.39 418.51
Bruce        1.90                     11.86 435.691.60      11.37 417.59
Putnam       1.80                     11.76 432.011.50      11.27 413.92
Burford      1.93                     11.89 436.791.60      11.37 417.59
Port Perry   1.90                     11.86 435.691.57      11.34 416.49
Norfolk      1.95                     11.91 437.531.60      11.37 417.59
Palmerston   1.90                     11.86 435.691.60      11.37 417.59
Varna        1.90                     11.86 435.691.60      11.37 417.59
Trenton      1.85                     11.81 433.851.55      11.32 415.76
Winchester   2.18                     12.14 445.981.78      11.55 424.21
North Gower  1.81                     11.77 432.381.72      11.49 422.00
Huron FOB    2.10                     12.06 443.041.80      11.57 424.94
Kent FOB     1.95                     11.91 437.531.60      11.37 417.59
Lambton FOB  1.95                     11.91 437.531.60      11.37 417.59
Middlesex FOB2.01 2.07 2.07  N/A      11.97 439.731.68      11.45 420.53

PROCESSORS
Hamilton     2.46 2.52 2.54 2.60      12.42 456.272.11      11.88 436.33
Windsor      2.10 2.17 2.24 2.26      12.06 443.042.02      11.79 433.02
Winchester    N/A                                  N/A

TRANSFER
Hamilton     2.40  N/A  N/A  N/A      12.36 454.061.87      11.64 427.51
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                     9.76 358.57-0.47      9.29 341.43


Bank of Canada Noon exchange rate was 1.2455 up 0.0052
Chicago wheat closed moderately lower.
MAR15      HI     5.43  1/2             JUL15   HI      5.42  1/4
           LOW    5.23  1/2                     LOW        5.23
           CLOSE  5.27  3/4  Down 7             CLOSE   5.26   Down 9

Minni wheat closed moderately lower.
MAR15      HI         5.95              SEP15   HI         6.00
           LOW        5.79                      LOW     5.86  1/4
           CLOSE  5.82   Down 6 3/4             CLOSE   5.88  1/4  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                 2.15          1.72            1.22          0.92
CAD $/bu              7.43          6.99            6.50          6.74
CAD $/tonne         272.97        256.99          238.72        247.52


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     1.30   0.74    N/A
London      2.17    1.42   1.17    N/A    1.19    1.31   0.69    N/A
Hensall     2.20    N/A    1.20    N/A    1.30    N/A    0.65    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    1.15    N/A    N/A     N/A    0.70    N/A
Norwich     2.20    N/A    1.20    N/A    1.40    N/A    0.75    N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 2.20    N/A    1.20    N/A    1.40    N/A    0.65    N/A
Chatham      N/A    1.30   1.15    N/A    N/A     1.05   0.65    N/A
Brigden      N/A    N/A    1.15    N/A    N/A     N/A    0.65    N/A
Palmerston   N/A    1.85   1.20   0.60    N/A     1.40   0.70   0.35
Varna       2.15    1.75   1.15    N/A    1.25    1.33   0.60    N/A
Mitchell    2.20    1.80   1.20    N/A    1.30    1.30   0.65    N/A
Thornton     N/A    N/A     N/A   0.37    N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A    N/A    N/A     N/A     N/A   1.04

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    1.28    N/A    N/A     N/A    1.04    N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM     3.27N/A        1.53N/A    N/A     N/A        1.53N/A

Toledo El. 5.40US         6.71CA        5.33US          6.63CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 15        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.29          1.78            0.85          1.00
CAD $/bu              6.55          7.04            6.11          6.88
CAD $/tonne         240.51        258.80          224.50        252.97

(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            535.29 - 538.60
DDG's FOB Srn & Aylm      265.00 - 280.00

-
Wednesday, February 18, 2014
COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	Mar	3.84	↓	         3	cents
Soybeans CBOT	Mar	9.96	↑	18	cents
Wheat CBOT	Mar	5.28	↑	3	cents
Wheat Minn.	Mar	5.82	↑	8	cents
Wheat Kansas	Mar	5.48	↓	10	cents
 	 	 			 
Canadian $	Mar	.8005	↑	135	points



CORN:  
While corn remains the biggest domestic crop, prices have tumbled so much after two years of record harvests that the grain prices are now less than it costs some farmers to produce. For the first time since the 1970s, corn planting will decline for a third straight season, while soybean acreage expands to the most ever, a Bloomberg survey of analysts showed.
On the charts:  The $3.80 - $3.90 level is currently the trading range on the March contract.  Any movement outside of that range could dictate the direction for the next month until the United States Department of Agriculture (USDA) report is released in March. The long term indicators are looking bearish while the intermediate and daily charts are still neutral. 
SOYBEANS:
The prospect of increased soybean planting in the U.S., the world’s biggest producer and exporter, comes as farmers in South America begin harvesting their biggest crops ever, which will add more pressure to the already bulging carry-outs in the world soybean supplies.
On the charts:  The week of February 18th saw soybeans recapture 50% of the January through February losses with a range of $10.60 high and $9.55 low, settling on February 18 at $9.95 per bushel on the March contract. Price movement could be further restricted until the much anticipated USDA report on March 31. Indicators are neutral on the day chart but still remain bearish on both the mid and long term charts. 




WHEAT:

Wheat futures gave back early gains after reaching $5.47 on the March contract after Egypt's Gasc grain authority ditched proposals for buying U.S. wheat - citing prices more than 25% higher than it has been paying for European supplies.
On the charts:  The March wheat contract finally broke through our $5.35 overhead resistance level as of this writing.  We could now be setting up for a rally into the spring, providing we can hold the $5.20 short term support on the lead month chart.  Upside resistance is now pegged at the $5.50 - $5.60 level. Short term signals are neutral but this downtrend still remains intact.



2014 CROP CASH PRICES AS OF CLOSE February 18, 2015

SWW @ $272.88/mt ($7.43/bu), SRW @ $238.65/mt ($6.56/bu),
HRW @ $256.91/mt ($6.99/bu), HRS @ $247.33/mt ($6.73/bu).



Marty Hibbs, Grain Farmers of Ontario 

-- 
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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