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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Aug 11 15:43:44 EDT 2016


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, August 11
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.3007 down 0.0053
Chicago corn closed slightly lower.

      SEP16   HI 3.23  3/4                    DEC16    HI 3.34  1/4
             LOW 3.20  1/2                            LOW 3.31
            CLOSE3.21   Down 1 1/2                  CLOSE 3.31  3/4  Down 1 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +DEC16+DEC16+DEC16
CK Low       1.10                        4.31 169.68  0.80         4.12 162.10
CK High      1.10                        4.31 169.68  0.85         4.17 164.07
CK Avg       1.10                   0.11 4.31 169.68  0.81 -0.13   4.13 162.43
Essex Cty    1.10                        4.31 169.68  0.80         4.12 162.10
Mdsx Low     1.10                        4.31 169.68  0.80         4.12 162.10
Mdsx High    1.10                        4.31 169.68  0.85         4.17 164.07
Mdsx Avg     1.10                   0.11 4.31 169.68  0.83 -0.12   4.14 163.08
Hensall      1.10                        4.31 169.68  0.85         4.17 164.07
Bruce        1.10                        4.31 169.68  0.85         4.17 164.07
Putnam       1.10                        4.31 169.68  0.85         4.17 164.07
Burford      1.10                        4.31 169.68  0.80         4.12 162.10
Port Perry   1.10                        4.31 169.68  0.85         4.17 164.07
Norfolk      1.10                        4.31 169.68  0.85         4.17 164.07
Palmerston   1.10                        4.31 169.68  0.80         4.12 162.10
Varna        1.10                        4.31 169.68  0.85         4.17 164.07
Trenton      1.10                        4.31 169.68  0.80         4.12 162.10
Winchester   1.22                        4.43 174.40  0.95         4.27 168.00
North Gower  1.19                        4.40 173.22  0.95         4.27 168.00
Huron FOB    1.25                        4.46 175.58  0.85         4.17 164.07
Kent FOB     1.25                        4.46 175.58  0.80         4.12 162.10
Lamb FOB     1.30                        4.51 177.55  0.70         4.02 158.16
Mdsx FOB     1.25  1.25N/A   N/A         4.46 175.58  0.80         4.12 162.10
FOB SW Que   1.70                        4.91 193.30N/A
Track        1.60                        4.81 189.36N/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    1.45N/A   N/A                      1.00         4.32 169.97
Sarn-Eth     1.45  1.45N/A   N/A         4.66 183.46  1.05         4.37 171.94
Kawartha    N/A  N/A   N/A   N/A                    N/A
London-Ing   1.47  1.50  1.57N/A         4.68 184.24  0.93         4.25 167.22
Pt.Colb-Ing N/A  N/A     1.75N/A                    N/A
Cardnl-Ing  N/A  N/A     1.70N/A                      1.01         4.33 170.37
W O Feed     1.71                        4.92 193.77

US Rep       1.73                        4.94 194.48
Toledo El.   0.09                        3.30 129.95 -0.26         3.06 120.41


MID SD CRN                                            0.82   1/2   4.14 1/4
HI SD CRN                                             0.85         4.16 3/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.3007 down 0.0053
Chicago soybeans closed slightly higher.

       NOV16   HI 9.90                NOV16    HI 9.90
              LOW 9.78  1/4                   LOW 9.78  1/4
             CLOSE9.84   Up 1 3/4           CLOSE 9.84   Up 1 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +NOV1+NOV1+NOV16
CK Low       2.88                     12.72 467.382.40      12.24 449.74
CK High      3.00                     12.84 471.792.50      12.34 453.42
CK Average   2.92                0.00 12.76 468.912.44 -0.3512.28 451.09
Essex Cty    3.00                     12.84 471.792.50      12.34 453.42
Mdsx Low     2.86                     12.70 466.652.40      12.24 449.74
Mdsx High    2.90                     12.74 468.112.45      12.29 451.58
Mdsx Average 2.88                -0.0312.72 467.382.43 -0.3612.27 450.66
Hensall      2.90                     12.74 468.112.40      12.24 449.74
Bruce        2.90                     12.74 468.112.40      12.24 449.74
Putnam       3.00                     12.84 471.792.50      12.34 453.42
Burford      2.89                     12.73 467.752.48      12.32 452.68
Port Perry   2.86                     12.70 466.652.45      12.29 451.58
Norfolk      2.90                     12.74 468.112.40      12.24 449.74
Palmerston   3.00                     12.84 471.792.50      12.34 453.42
Varna        2.90                     12.74 468.112.40      12.24 449.74
Trenton       N/A                                 2.65      12.49 458.93
Winchester    N/A                                 2.45      12.29 451.58
North Gower   N/A                                 2.47      12.31 452.32
Huron FOB    3.00                     12.84 471.792.50      12.34 453.42
Kent FOB     3.05                     12.89 473.632.50      12.34 453.42
Lambton FOB  3.10                     12.94 475.462.55      12.39 455.25
Middlesex FOB3.03 3.03  N/A  N/A      12.87 472.892.56      12.40 455.62

PROCESSORS
Hamilton     3.44 3.44 2.97 3.03      13.28 487.962.97      12.81 470.69
Windsor       N/A  N/A  N/A  N/A                   N/A
Winchester    N/A                                  N/A

TRANSFER
Prescott     2.15                     11.99 440.563.15      12.99 477.30

Toledo El.   0.06                      9.90 363.94-0.41      9.43 346.34


Bank of Canada Noon exchange rate was 1.3007 down 0.0053
Chicago wheat closed slightly lower.
SEP16      HI         4.24              JUL17   HI      4.82  1/2
           LOW    4.13  1/2                     LOW     4.76  1/4
           CLOSE  4.16  1/4  Down 5 1/2         CLOSE   4.79  1/2  Down 1

Minni wheat closed slightly higher.
SEP16      HI         5.10              SEP17   HI      5.53  1/4
           LOW    4.99  1/2                     LOW        5.50
           CLOSE  5.03  1/2  Up 2 1/4           CLOSE   5.51  3/4  Up 1 1/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 16        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.52          0.39            0.65          0.46
CAD $/bu              4.69          4.56            4.82          5.49
CAD $/tonne         172.16        167.40          176.93        201.83


Direct MarkHarvest 2016                 Harvest 2017
           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    0.35   0.40    N/A    N/A     N/A    0.45    N/A
London      0.48    0.28   0.44    N/A    0.52    0.39   0.39    N/A
Hensall     0.45    N/A    0.40    N/A    0.60    N/A    0.45    N/A
Trenton      N/A    N/A    0.55    N/A    N/A     N/A    0.45    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    0.30    N/A
Norwich     0.45    N/A    0.40    N/A    0.60    N/A    0.45    N/A
Port Hope    N/A    0.60   0.50   0.60    N/A     0.35   0.45    N/A
Kent Bridge 0.45    N/A    0.40    N/A    0.60    N/A    0.45    N/A
Chatham      N/A    0.30   0.40    N/A    N/A     N/A    0.45    N/A
Brigden      N/A    N/A    0.40    N/A    N/A     N/A    0.45    N/A
Palmerston   N/A    0.40   0.40   0.55    N/A     0.40   0.50   0.55
Varna       0.45    0.35   0.40    N/A    0.55    0.45   0.45    N/A
Mitchell    0.45    0.30   0.40    N/A    0.60    0.35   0.45    N/A
Thornton     N/A    N/A     N/A   0.07    N/A     N/A     N/A    N/A
North Gower  N/A    0.44   0.70   0.62    N/A     N/A     N/A    N/A

TERMINAL
Prescott     N/A    0.60   0.80   0.45    N/A     0.60   0.65   0.45

PROCESSORS
Toledo FM    N/A    N/A    1.24    N/A    N/A     N/A    1.41    N/A

Toledo El. 4.09US         5.31CA        4.60US          5.95CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 17        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.76          0.70            0.44
CAD $/bu              5.56          5.49            5.24
CAD $/tonne         204.25        201.87          192.36

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

FEED GRAINS
FOB Hm Soymeal             519.09
DDG's FOB Srn & Aylm      175.00 - 180.00

------

Ontario Grain Market Commentary for August 10, 2016 by Marty Hibbs, Grain Farmers of Ontario

Wednesday, August 10, 2016 Closing Prices

COMMODITY

PERIOD

PRICE

WEEKLY MOVEMENT

Corn CBOT

Sep

3.22

↓

         03

cents

Soybeans CBOT

Sep

9.98

↑

 23

cents

Wheat CBOT

Sep

4.22

↑

10

cents

Wheat Minn.

Sep

5.01

↑

8

cents

Wheat Kansas

Sep

4.12

↑

1

cents

Chicago Oats

Sep

1.72

↓

24

cents













Canadian $

Sep

.7665

↑

.25

points



CORN:
Corn is still in our major support zone of $3 - $3.20; and although the charts look bad, there should continue to be support until at least the next United States Department of Agriculture (USDA) report scheduled for release on August 12. There is not much new to report here except that the news is mostly all bearish and at some point it will stop having any effect on lowering prices. Generally, harvest time is when we see the most pressure on the cash price and this is definitely one of those years. Meanwhile, this is a multi-year bear market and it must be respected as such. All indicators are still negative and the main trend is still down, but we must add that these market indicators are getting in the extremely oversold zone and eventually we will see a reversal. The key is we don’t know when or from what level.

SOYBEANS:
We are now tracking the September contract on soybeans as they continue to trade sideways in our support zone of $9.75 - $10.25 on the September contract. There is not much to report here except that the month of August could provide the tipping point for the price going forward. If the USDA report this month confirms expected yields, we could see a move back towards the $8.50 bottom in the coming months, but if there is a surprise in the USDA’s reporting, we could see a move higher towards the $11 price for the September contract. While support is seen at $9.75 - $10, our overhead resistance is around $10.30 - $10.50 on the September contract. Our indicators are oversold. Signals are still mixed but the main trend is still down.

WHEAT:
Since our last report, the $4 level on the Chicago September futures has held. With the USDA report on August 12, we could see a retest of the $4 level once again and if we run the stops and close higher on the day, it may in fact be a short term bottom. If we get that, we could be set up for at least a decent rally for a couple of weeks. But that is only speculation at this point. First we need to see if the current bottom holds on a close only. Meanwhile, we have seen a few daily indicators turning positive, but that is not a strong signal. Good support is still seen at $4 on close based on the September contract. The indicators remain negative but oversold. The main trend continues to be down.

HARVEST 2016 CROP CASH PRICES as of CLOSE on August 10, 2016
SWW @ $175.93MT ($4.79/bu), HRW @ $171.13/MT ($4.66/bu),
HRS @ $206.60/MT ($5.62/bu), SRW @ $180.72/MT ($4.92/bu).


Blair Andrews
Editor, AgriLink and Farm Market News
University of Guelph, Ridgetown Campus
Tel. 519-674-1500<callto:519-674-1500> x 63577
Fax. 519-674-1530<callto:519-674-1530>

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