[Farmmarketnews] Thursday Ontario Commodity Report and Weekly GFO Market Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Nov 12 16:04:46 EST 2015


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, November 12
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.3307 up 0.0048
Chicago corn closed narrowly mixed.

      DEC15   HI 3.63  1/2                    DEC16    HI 3.91  3/4
             LOW 3.59  1/4                            LOW 3.88
            CLOSE3.62   Down  1/4                   CLOSE 3.91  3/4  Up  1/2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR16+MAR16+MAR16
CK Low       0.85                        4.47 175.98  0.65         4.57 179.81
CK High      0.88                        4.50 177.16  0.80         4.72 185.72
CK Avg       0.86                  -0.33 4.48 176.21  0.73 -0.55   4.65 182.96
Essex Cty    0.85                        4.47 175.98  0.70         4.62 181.78
Mdsx Low     0.85                        4.47 175.98  0.75         4.67 183.75
Mdsx High    0.85                        4.47 175.98  0.80         4.72 185.72
Mdsx Avg     0.85                  -0.34 4.47 175.98  0.78 -0.51   4.69 184.74
Hensall      0.85                        4.47 175.98  0.78         4.69 184.74
Bruce        0.85                        4.47 175.98  0.80         4.72 185.72
Putnam       0.80                        4.42 174.01  0.75         4.67 183.75
Burford      0.85                        4.47 175.98  0.75         4.67 183.75
Port Perry   0.85                        4.47 175.98  0.75         4.67 183.75
Norfolk      0.88                        4.50 177.16  0.75         4.67 183.75
Palmerston   0.85                        4.47 175.98  0.70         4.62 181.78
Varna        0.85                        4.47 175.98  0.75         4.67 183.75
Trenton      0.75                        4.37 172.04  0.65         4.57 179.81
Winchester   0.90                        4.52 177.94  0.85         4.77 187.69
North Gower  0.85                        4.47 175.98  0.85         4.77 187.69
Huron FOB    0.85                        4.47 175.98  0.80         4.72 185.72
Kent FOB     0.88                        4.50 177.16  0.75         4.67 183.75
Lamb FOB     0.88                        4.50 177.16  0.75         4.67 183.75
Mdsx FOB     0.85  0.75N/A   N/A         4.47 175.98  0.80         4.72 185.72
FOB SW Que  N/A                                     N/A
Track        1.15                        4.77 187.79N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth  N/A    1.00  1.15  1.20                   0.95         4.87 191.63
Sarn-Eth     0.95  1.10  1.10  1.10      4.57 179.91N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A   N/A   N/A                      1.10         5.02 197.53
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A    1.15  1.35  1.40                   1.10         5.02 197.53
W O Feed     1.27                   0.83 4.89 192.51

US Rep       1.60                   1.16 5.22 205.50
Toledo El.   0.20                        3.82 150.36 -0.57         3.35 131.76

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

MID SD CRN   0.86   1/2                  4.48 1/2
HI SD CRN    0.88                        4.50
*Wet Bid


Bank of Canada Noon exchange rate was 1.3307 up 0.0048
Chicago soybeans closed slightly higher.

       JAN16   HI 8.65  1/4           NOV16    HI 8.79  3/4
              LOW 8.55                        LOW 8.69
             CLOSE8.63   Up 2 1/4           CLOSE 8.79   Up 4 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +JAN1+JAN1+MAR16
CK Low       2.20                     10.83 397.931.80      10.59 389.12
CK High      2.25                     10.88 399.771.90      10.69 392.79
CK Average   2.23                -0.6110.86 398.961.87 -1.0010.66 391.76
Essex Cty    2.25                     10.88 399.771.90      10.69 392.79
Mdsx Low     2.18                     10.81 397.201.85      10.64 390.95
Mdsx High    2.20                     10.83 397.931.85      10.64 390.95
Mdsx Average 2.19                -0.6510.82 397.571.85 -1.0210.64 390.95
Hensall      2.23                     10.86 398.851.83      10.62 390.03
Bruce        2.20                     10.83 397.931.85      10.64 390.95
Putnam        N/A                                 1.85      10.64 390.95
Burford      2.25                     10.88 399.771.92      10.71 393.53
Port Perry   2.15                     10.78 396.101.82      10.61 389.85
Norfolk      2.24                     10.87 399.401.89      10.68 392.42
Palmerston   2.25                     10.88 399.771.85      10.64 390.95
Varna        2.25                     10.88 399.771.80      10.59 389.12
Trenton      2.20                     10.83 397.931.80      10.59 389.12
Winchester   2.20                     10.83 397.932.05      10.84 398.30
North Gower  2.27                     10.90 400.512.01      10.80 396.83
Huron FOB    2.35                     10.98 403.451.95      10.74 394.63
Kent FOB     2.24                     10.87 399.401.89      10.68 392.42
Lambton FOB  2.24                     10.87 399.401.89      10.68 392.42
Middlesex FOB2.39 2.46  N/A  N/A      11.02 404.922.05      10.84 398.30

PROCESSORS
Hamilton     2.79 2.86 2.86  N/A      11.42 419.612.50      11.29 414.84
Windsor       N/A  N/A  N/A  N/A                   N/A
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.   -0.31                     8.32 305.87-0.50      8.29 304.45


Bank of Canada Noon exchange rate was 1.3307 up 0.0048
Chicago wheat closed slightly higher.
DEC15      HI     5.00  1/2             JUL16   HI         5.05
           LOW    4.92  1/2                     LOW     4.99  1/2
           CLOSE  4.98   Up 3 1/4               CLOSE   5.04  1/4  Up 2 1/2

Minni wheat closed narrowly mixed.
DEC15      HI     5.09  1/2             SEP16   HI      5.43  1/4
           LOW    5.00  1/4                     LOW     5.41  1/2
           CLOSE  5.04  3/4  Up 3               CLOSE   5.41  3/4  Down 1

GFO Cash Wheat Prices - DEL Terminal
Current Crop 15   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 3.50          1.24            1.24          0.73
CAD $/bu              8.48          6.22            6.22          5.78
CAD $/tonne         311.53        228.52          228.52        212.28


Direct MarkHarvest 2015                 Harvest 2016
           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    0.80    N/A    N/A     0.90   0.40    N/A
London      3.49    0.89   0.89    N/A    1.38    0.98   0.45    N/A
Hensall     3.50    N/A    1.00    N/A    1.25    N/A    0.40    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    0.40    N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Essex        N/A    N/A    0.40    N/A    N/A     N/A    0.40    N/A
Norwich     3.50    N/A    1.00    N/A    1.35    N/A    0.40    N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge 3.50    N/A    0.35    N/A    1.35    N/A    0.40    N/A
Chatham      N/A    0.95   0.40    N/A    N/A     1.00   0.40    N/A
Brigden      N/A    N/A    0.40    N/A    N/A     N/A    0.40    N/A
Palmerston   N/A    0.90   1.00   0.45    N/A     1.00   0.40   0.30
Varna       3.50    0.90   1.00    N/A    1.25    0.90   0.40    N/A
Mitchell    3.50    0.90   1.00    N/A    1.25    0.90   0.40    N/A
Thornton     N/A    N/A     N/A   0.70    N/A     N/A     N/A    N/A
North Gower  N/A    1.12   1.12   0.61    N/A     1.06   0.68   0.94

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     4.30N/A        1.90N/A        2.64N/A        1.65N/A

Toledo El. 5.15US         6.84CA        5.01US          6.65CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 16        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.65          1.32            0.79          1.04
CAD $/bu              6.69          6.36            5.83          6.46
CAD $/tonne         245.85        233.66          214.16        237.32

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

FEED GRAINS
Bayport Wheat              -
Bayport Oats               -
Bayport Barley             -
FOB Hm Soymeal            472.24
DDG's FOB Srn & Aylm      180.00 - 185.00


Grain Farmers of Ontario Market Commentary for Wednesday, November 11, 2015 by Marty Hibbs.

COMMODITY	PERIOD	PRICE	WEEKLY MOVEMENT
Corn CBOT	Dec	3.61	↓	19	cents
Soybeans CBOT	Jan	8.72	↓	06	cents
Wheat CBOT	Dec	4.98	↓	28	cents
Wheat Minn.	Dec	5.06	↓	18	cents
Wheat Kansas	Dec	4.65	↓	29	cents
Chicago Oats	 Dec	2.36	↑	09	cents 
					
Canadian $	Dec	.7525	↓	.75	points



CORN:  
On the charts:  The short term $3.70 level finally gave way after the November 9 World Agricultural Supply and Demand Estimates Report (WASDE) report showed higher production and weaker demand. As we mentioned last week, we would likely see the next major support at $3.60 tested and we did exactly that before closing on the support line. On November 11, the markets continued to find support at this level as we closed at $3.62 on the December chart.
We now have two very important support levels that we need to see hold for this market before we are convinced that any resemblance of a bottom may be in.  The first level is the $3.45 - $3.50 while the more important twice tested $3.20 level is critical.  According to our charts a close below this level has very little support until we test the $3 level. 
All indicators at this point remain negative and this multi-year trend is still down.

SOYBEANS:
On the charts: The November 9 WASDE report showed little support with bearish tones for soybeans. As we have pointed out all year, the main trend is negative and we are seeing it in the prices. The January soybean chart support at $8.60 was negated but the lead month of November did not make new lows.  This divergence suggests we could see some support and a brief rally. 
Overall, the technical analysis looks negative, and if the January contract closes below $8.50 we could be looking at a move to the $8 level as an extension of the flag on the weekly chart. 
I would like to point out that I am only the messenger and that technical analysis is by no means an exact science. Having made that clear, the soybeans have looked the weakest of the three grains and have been in a bear market since I started working at Grain Farmers of Ontario in April 2014 and going back to the top in September 2012. 
Overhead resistance on January is still at the $9.25 - $9.50 level while support is seen at the $8.50 and again at $8. 
All indicators are negative and the main trend remains negative. 


WHEAT: On the charts:

Wheat was hammered last week with many of the funds liquidating their long positions before the WASDE report. This was partially to blame for the 50 cent rout that we witnessed since Wednesday, November 4.
Our $4.90 support line held quite well but that may change in the coming days. With all of the downward pressure on the grain markets this week, we should be prepared for another attempt to break below that support and test our $4.55 bottom established after the September 4 weekend. 
Meanwhile, initial support is now seen at $4.80 and again at $4.55 while overhead resistance is now the highs from the week of November 2 of $5.30 based on the December contract.
 
All indicators are still negative, and this downward slide continues as the main trend is still down. 


HARVEST 2015 CROP CASH PRICES AS OF 9 AM November 12, 2015

SWW @ $311.65/MT ($8.48/bu),  HRW @ $228.60/MT ($6.22/bu), 
HRS @ $212.97/MT ($5.80/bu),  SRW @ $228.60/MT ($6.22/bu).


-- 
Blair Andrews
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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