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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Apr 26 15:15:56 EDT 2018


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, April 26
(All Bases in CAD)
Exchange rate was 1.2858 up 0.0014
Chicago corn closed slightly lower.

      JUL18   HI 3.96  1/4                    DEC18    HI 4.12  1/4
             LOW 3.93  1/4                            LOW 4.09  1/2
            CLOSE3.95  1/4  Down  1/2               CLOSE 4.11  1/4  Down 1

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +JUL18+JUL18+SEP18
CK Low       0.71                        4.66 183.55  0.75         4.86 191.43
CK High      0.80                        4.75 187.10  0.80         4.91 193.40
CK Avg       0.76                  -0.29 4.71 185.52  0.76 -0.32   4.87 191.76
Essex Cty    0.80                        4.75 187.10  0.75         4.86 191.43
Mdsx Low     0.71                        4.66 183.55  0.75         4.86 191.43
Mdsx High    0.80                        4.75 187.10  0.75         4.86 191.43
Mdsx Avg     0.76                  -0.29 4.71 185.33  0.75 -0.33   4.86 191.43
Hensall      0.80                        4.75 187.10  0.75         4.86 191.43
Bruce        0.71                        4.66 183.55  0.75         4.86 191.43
Putnam       0.80                        4.75 187.10  0.70         4.81 189.46
Burford      0.76                        4.71 185.52  0.75         4.86 191.43
Port Perry   0.76                        4.71 185.52  0.75         4.86 191.43
Norfolk      0.80                        4.75 187.10  0.80         4.91 193.40
Palmerston   0.66                        4.61 181.59  0.75         4.86 191.43
Varna        0.80                        4.75 187.10  0.75         4.86 191.43
Trenton      0.80                        4.75 187.10  0.85         4.96 195.36
Winchester   0.95                        4.90 193.00  1.10         5.21 205.21
North Gower  0.88                        4.83 190.25  1.02         5.13 202.06
Huron FOB    1.03                        4.98 196.15  0.85         4.96 195.36
Kent FOB     1.00                        4.95 194.97  0.80         4.91 193.40
Lamb FOB     0.86                        4.81 189.46  0.80         4.91 193.40
Mdsx FOB     0.90  0.90  0.90N/A         4.85 191.03  0.75         4.86 191.43
FOB SW Que   1.30                        5.25 206.78N/A
Track        1.23                        5.18 203.83N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                      0.96         5.07 199.70
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth  N/A    1.15  1.15  1.15                   0.90         5.01 197.33
Sarn-Eth    N/A  N/A     1.10  1.15                 N/A
Kawartha    N/A  N/A   N/A   N/A                    N/A
London-Ing  N/A  N/A   N/A   N/A                      0.95         5.06 199.30
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A  N/A   N/A   N/A                      1.07         5.18 204.03
W O Feed     1.27                        5.22 205.60

US Rep       1.34                        5.29 208.36
Toledo El.  -0.13                        3.82 150.54 -0.26         3.86 151.78


MID SD CRN   0.75   1/2                  4.70 3/4     0.77   1/2   4.88 3/4
HI SD CRN    0.80                        4.75 1/4     0.80         4.91 1/4
*Wet Bid


Exchange rate was 1.2858 up 0.0014
Chicago soybeans closed narrowly mixed.

       JUL18   HI 10.46  1/4          NOV18    HI 10.39  1/4
              LOW 10.35  1/2                  LOW 10.30
             CLOSE10.39  1/2  Up  1/4       CLOSE 10.33  1/4  Down 1 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +JUL1+JUL1+JUL18
CK Low       2.18                     12.58 462.052.40      12.73 467.84
CK High      2.35                     12.75 468.302.50      12.83 471.51
CK Average   2.27                -0.5512.66 465.182.45 -0.3912.78 469.62
Essex Cty    2.35                     12.75 468.302.50      12.83 471.51
Mdsx Low     2.23                     12.63 463.892.44      12.77 469.31
Mdsx High    2.30                     12.70 466.462.50      12.83 471.51
Mdsx Average 2.27                -0.5512.66 465.182.47 -0.3812.80 470.41
Hensall      2.30                     12.70 466.462.48      12.81 470.60
Bruce        2.30                     12.70 466.462.45      12.78 469.68
Putnam       2.30                     12.70 466.462.50      12.83 471.51
Burford      2.30                     12.70 466.462.51      12.84 471.88
Port Perry   2.20                     12.60 462.792.41      12.74 468.21
Norfolk      2.35                     12.75 468.302.55      12.88 473.35
Palmerston   2.35                     12.75 468.302.55      12.88 473.35
Varna        2.30                     12.70 466.462.45      12.78 469.68
Trenton      2.30                     12.70 466.462.40      12.73 467.84
Winchester   2.18                     12.58 462.052.40      12.73 467.84
North Gower  2.08                     12.48 458.382.32      12.65 464.90
Huron FOB    2.40                     12.80 470.142.55      12.88 473.35
Kent FOB     2.50                     12.90 473.812.50      12.83 471.51
Lambton FOB  2.50                     12.90 473.812.65      12.98 477.03
Middlesex FOB2.36 2.44 2.56 2.63      12.76 468.672.56      12.89 473.72


TRANSFER
Hamilton      N/A                                 2.85      13.18 484.37
Prescott     2.40                     12.80 470.142.95      13.28 488.05

Toledo El.   -0.42                     9.97 366.36-0.32     10.01 367.84


Exchange rate was 1.2858 up 0.0014
Chicago wheat closed moderately lower.
MAY18      HI     4.91  1/2             JUL18   HI      5.04  1/4
           LOW    4.76  1/2                     LOW     4.87  1/4
           CLOSE  4.80  3/4  Down 5 1/2         CLOSE   4.89  1/2  Down 9 1/2

Minni wheat closed slightly lower to steady.
MAY18      HI         6.04              SEP18   HI      6.19  1/4
           LOW    5.93  3/4                     LOW     6.07  1/4
           CLOSE  5.99  1/2  Unchanged          CLOSE   6.10  3/4  Down 3 1/2

GFO Cash Wheat Prices - DEL Terminal
Harvest 17        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.31          1.25            1.05          0.36
CAD $/bu              6.12          6.05            5.86          6.36
CAD $/tonne         224.78        222.41          215.33        233.63


Direct MarkHarvest 2017                 Harvest 2018
           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    0.84    N/A    N/A     N/A    0.90    N/A
London      1.17    1.23   0.97    N/A    1.26    1.07   1.01    N/A
Hensall     1.19    N/A    0.84    N/A    1.15    N/A    0.90    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.00    N/A
Bruce       1.10    1.10   0.80   0.25    1.15    1.00   0.90   0.50
Essex        N/A    N/A    0.62    N/A    N/A     N/A    0.95    N/A
Norwich     1.19    N/A    0.84    N/A    1.15    N/A    0.90    N/A
Port Hope    N/A    N/A    0.89    N/A    N/A     1.00   1.00    N/A
Kent Bridge 1.19    N/A    0.84    N/A    1.15    N/A    0.90    N/A
Chatham      N/A    N/A    0.95    N/A    N/A     N/A    0.95    N/A
Brigden      N/A    N/A    0.95    N/A    N/A     N/A    0.95    N/A
Palmerston   N/A    0.99   0.89   0.25    N/A     0.90   0.85   0.35
Varna       1.19    1.19   0.89    N/A    1.30    1.10   0.95    N/A
Mitchell    1.19    1.19   0.84    N/A    1.15    1.00   0.90    N/A
Thornton     N/A    N/A     N/A   1.26    N/A     N/A     N/A    N/A
North Gower  N/A    1.15   1.01   0.16    N/A     1.18   1.22   0.28
W O Feed                   1.45


PROCESSORS
Toledo FM    N/A    N/A    1.62    N/A    N/A     N/A    1.53    N/A

Toledo El. 4.95US         6.36CA         4.95US         6.36CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 18        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.27          1.14            1.08          0.33
CAD $/bu              6.17          6.04            5.97          6.44
CAD $/tonne         226.55        221.82          219.46        236.59

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

FEED GRAINS
FOB Hm Soymeal             557.01
DDG's FOB Srn & Aylm       250.00

---

Ontario Grain Commentary for April 25, 2018

By Marty Hibbs, Grain Farmers of Ontario


Wednesday, April 25, 2018 Closing Prices
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT July 3.96 ↑ 04 cents
Soybeans CBOT July 10.39 ↓ 15 cents
Wheat CBOT July 4.99 ↑ 12 cents
Wheat Minn. July 6.06 ↓ 18 cents
Wheat Kansas July 5.26 ↑ 18 cents
Chicago Oats July 2.29 ↓ 10 cents
Canadian $ June .7800 ↓ 1.25 points

Corn:
We are switching over to the July futures for the corn analysis. Our support is now at the $3.70 level on the July contract, while our overhead resistance is still at the $4 level. The short term seems to still need more work to the downside but the intermediate trend is still looking neutral to bullish as long as the $3.60 price is maintained.
Intermediate trend is still up while the primary trend is still down. Our charts indicate we need a close above the $4.40 level on the lead month contract before we can get excited about a primary trend reversal.

Soybeans:
The soybean contract will be switching to the July futures which is still considered old crop. New crop beans are based on the November futures. To establish our new support and resistance lines on the July contract, we are looking at $9.50 for the support level and $10.80 for our overhead resistance located at the down-trend line.
Like the corn, I feel there is more downside before we try and challenge the trend-line on the soybean chart. The primary down-trend line is still at the $10.80 level on the July chart and we may need more time to re-test the support at the $9.50 level before we attempt another assault on the down-trend line.
Indicators are mixed as the short term and intermediate trend is neutral to bullish, but the primary trend is still down.

Wheat:
I am going to stick with the May contract for my analysis this week of the wheat. My reason is that we are getting close to the main trend line once again and the lead month contract is instrumental in forming the basis of the weekly charts.

The May wheat contract closed at $4.86 today and our overhead resistance is around $5 while the big resistance is the main down-trend line is at $5.20. If we were to close above the $5.20 level on the Chicago May wheat futures before we get into May, there is a chance we could get a trend break on our charts and possibly signal the end of the eight-year-old bear market. This price would be reflected on the July contract around $5.35 - $5.45 on the July contract. Chances of this happening in the next seven days are slim, but I just want to keep my analysis consistent.
We still have mixed signals as the daily and intermediate trends are still neutral to bullish, but the primary trend is still down.

Harvest 2018 Grain prices as of the close, April 25, are as follows:
SWW @ $230.56 ($6.27/bu), HRW @ $225.85/MT ($6.15/bu),
 HRS @ $237.63/MT ($6.47/bu), SRW @ $223.49/MT ($6.08/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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