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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Feb 1 15:24:14 EST 2018


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, February 1
(All Bases in CAD)
Exchange rate was 1.2265 down 0.0041
Chicago corn closed steady to slightly higher.

      MAR18   HI 3.62                         DEC18    HI 3.93  1/2
             LOW 3.58  1/2                            LOW 3.90  3/4
            CLOSE3.61  3/4  Up  1/4                 CLOSE 3.93  1/4  Unchanged

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +MAY18+MAY18+JUL18
CK Low       0.55                        4.17 164.07  0.55         4.48 176.47
CK High      0.60                        4.22 166.04  0.65         4.58 180.41
CK Avg       0.57                  -0.21 4.18 164.72  0.58 -0.25   4.51 177.45
Essex Cty    0.60                        4.22 166.04  0.65         4.58 180.41
Mdsx Low     0.55                        4.17 164.07  0.55         4.48 176.47
Mdsx High    0.60                        4.22 166.04  0.55         4.48 176.47
Mdsx Avg     0.58                  -0.20 4.19 165.05  0.55 -0.27   4.48 176.47
Hensall      0.60                        4.22 166.04  0.55         4.48 176.47
Bruce        0.60                        4.22 166.04  0.55         4.48 176.47
Putnam       0.60                        4.22 166.04  0.55         4.48 176.47
Burford      0.60                        4.22 166.04  0.55         4.48 176.47
Port Perry   0.60                        4.22 166.04  0.60         4.53 178.44
Norfolk      0.55                        4.17 164.07  0.55         4.48 176.47
Palmerston   0.60                        4.22 166.04  0.65         4.58 180.41
Varna        0.60                        4.22 166.04  0.55         4.48 176.47
Trenton      0.65                        4.27 168.00  0.75         4.68 184.34
Winchester   0.95                        4.57 179.81  0.85         4.78 188.28
North Gower  0.90                        4.52 177.85  0.82         4.75 187.10
Huron FOB    0.75                        4.37 171.94  0.60         4.53 178.44
Kent FOB     0.80                        4.42 173.91  0.60         4.53 178.44
Lamb FOB     0.75                        4.37 171.94  0.65         4.58 180.41
Mdsx FOB     0.65N/A   N/A   N/A         4.27 168.00  0.60         4.53 178.44
FOB SW Que   1.28                        4.90 192.81  0.86         4.79 188.67
Track        1.03                        4.64 182.77N/A
PROCESSORS
Chat-Eth     0.95  0.93  0.99  0.97      4.57 179.81  0.80         4.73 186.31
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth   0.85  0.85  0.80  0.95      4.47 175.88  N/A
Sarn-Eth     0.95  0.95N/A   N/A         4.57 179.81N/A
Kawartha    N/A  N/A   N/A   N/A                    N/A
London-Ing  N/A  N/A   N/A   N/A                      0.95         4.88 192.22
Pt.Colb-Ing N/A  N/A   N/A   N/A                      0.90         4.83 190.25
Cardnl-Ing  N/A  N/A   N/A   N/A                      1.10         5.03 198.12
W O Feed     1.11                        4.73 186.27

US Rep       1.14                        4.76 187.29
Toledo El.  -0.04                        3.58 140.97 -0.24         3.69 145.17


MID SD CRN   0.57   1/2                  4.19 1/4
HI SD CRN    0.60                        4.21 3/4
*Wet Bid


Exchange rate was 1.2265 down 0.0041
Chicago soybeans closed slightly lower.

       MAR18   HI 9.95  1/2           NOV18    HI 10.10  3/4
              LOW 9.77  1/2                   LOW 9.97
             CLOSE9.85   Down 10 3/4        CLOSE 10.04  1/2  Down 6 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAR1+MAY1+MAY18
CK Low       1.60                     11.45 420.721.50      11.55 424.21
CK High      1.65                     11.50 422.551.65      11.70 429.72
CK Average   1.62                -0.5011.47 421.391.59 -0.5511.63 427.45
Essex Cty    1.60                     11.45 420.721.45      11.50 422.37
Mdsx Low     1.60                     11.45 420.721.58      11.63 427.15
Mdsx High    1.61                     11.46 421.081.65      11.70 429.72
Mdsx Average 1.61                -0.5111.46 420.901.62 -0.5311.66 428.43
Hensall      1.60                     11.45 420.721.65      11.70 429.72
Bruce        1.60                     11.45 420.721.65      11.70 429.72
Putnam       1.60                     11.45 420.721.65      11.70 429.72
Burford      1.68                     11.53 423.651.65      11.70 429.72
Port Perry   1.61                     11.46 421.081.58      11.63 427.15
Norfolk      1.60                     11.45 420.721.65      11.70 429.72
Palmerston   1.60                     11.45 420.721.55      11.60 426.04
Varna        1.60                     11.45 420.721.65      11.70 429.72
Trenton      1.60                     11.45 420.721.65      11.70 429.72
Winchester   1.58                     11.43 419.981.63      11.68 428.98
North Gower  1.57                     11.42 419.611.66      11.71 430.09
Huron FOB    1.70                     11.55 424.391.70      11.75 431.55
Kent FOB     1.75                     11.60 426.231.60      11.65 427.88
Lambton FOB  1.80                     11.65 428.061.75      11.80 433.39
Middlesex FOB1.72 1.78 1.73 1.73      11.57 425.121.67      11.72 430.45


TRANSFER
Hamilton      N/A                                 2.05      12.10 444.42
Prescott     1.68                     11.53 423.651.89      11.94 438.54

Toledo El.   -0.23                     9.62 353.36-0.37      9.68 355.59


Exchange rate was 1.2265 down 0.0041
Chicago wheat closed slightly lower.
MAR18      HI     4.51  1/2             JUL18   HI      4.78  1/2
           LOW    4.43  1/4                     LOW     4.70  1/2
           CLOSE  4.51   Down  3/4              CLOSE   4.78   Down 1

Minni wheat closed slightly higher.
MAR18      HI     6.12  1/2             SEP18   HI      6.29  1/4
           LOW    6.05  1/2                     LOW        6.23
           CLOSE  6.11  3/4  Up 4 1/2           CLOSE   6.28  1/2  Up 3 1/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 17        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.96          0.90            0.84          0.10
CAD $/bu              5.47          5.41            5.35          6.22
CAD $/tonne         200.99        198.74          196.48        228.37


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    0.75    N/A    N/A     N/A    0.65    N/A
London      0.83    1.14   0.77    N/A    0.95    0.70   0.64    N/A
Hensall     0.90    N/A    0.75    N/A    0.90    N/A    0.65    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    0.85    N/A
Bruce       0.90    0.95   0.75    N/A    0.90    0.75   0.65   0.25
Essex        N/A    N/A     N/A    N/A    N/A     N/A    0.54    N/A
Norwich     0.90    N/A    0.75    N/A    0.90    N/A    0.65    N/A
Port Hope    N/A    N/A    0.75    N/A    N/A     0.70   0.70    N/A
Kent Bridge 0.85    N/A    0.75    N/A    0.90    N/A    0.65    N/A
Chatham      N/A    N/A    0.75    N/A    N/A     N/A    0.65    N/A
Brigden      N/A    N/A    0.75    N/A    N/A     N/A    0.65    N/A
Palmerston   N/A    0.80   0.80   0.25    N/A     0.75   0.80   0.35
Varna       1.05    0.80   0.75    N/A    0.85    0.65   0.65    N/A
Mitchell    0.90    0.95   0.75    N/A    0.90    0.75   0.65    N/A
Thornton     N/A    N/A     N/A   0.45    N/A     N/A     N/A    N/A
North Gower  N/A    0.88   0.80   0.11    N/A     0.90   0.83   0.08
W O Feed                   1.38


PROCESSORS
Toledo FM    N/A    N/A    1.14    N/A    N/A     N/A    1.07    N/A

Toledo El. 4.46US         5.47CA         4.63US         5.67CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 18        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 0.95          0.83            0.77          0.07
CAD $/bu              5.73          5.61            5.55          6.35
CAD $/tonne         210.63        206.13          203.88        233.36

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

FEED GRAINS
FOB Hm Soymeal             462.98
DDG's FOB Srn & Aylm      245.00 - 255.00

---

Ontario Grain Market Commentary for January 31, 2018

By Marty Hibbs, Grain Farmers of Ontario


Wednesday, January 31, 2018 Closing Prices
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT Mar 3.61 ↑ 05 cents
Soybeans CBOT Mar 9.96 ↑ 04 cents
Wheat CBOT Mar 4.51 ↑ 18 cents
Wheat Minn. Mar 6.07 ↑ 01 cents
Wheat Kansas Mar 4.67 ↑ 35 cents
Chicago Oats Mar 2.65 ↓ 10 cents
Canadian $ Mar .8130 ↑ 0.23 points

Corn:
Last week’s commentary hit our $3.55 resistance and closed just above it. I was reluctant to call it a reversal until we saw how the next session would play out. Well, it gave us a red buy signal on the daily chart and I’ll take that as a positive sign. We now have our sights set on the four- year-old trend line that cuts across the $3.70 - $3.80 price point on the lead month chart. Our gap on the continuation chart worked picture perfect and it is confirming that our $3.70 target is in its sights. Short term indicators have turned positive and the weekly charts are also positive. This leaves just the monthly charts in a negative mode. One step at a time. If you want an excuse for this move, my reason would simply be the weakness in the U.S. dollar which technically has a lot more room on the downside. Initial support is now at $3.50 while overhead resistance is at $3.75. The primary trend is still down.

Soybeans:
The soybean chart, which has given us two red buy signals, is behaving as expected. The four-year-old down trend line has been negated. Once the momentum starts to push prices higher, we will be looking for a break above the stubborn resistance between $10.25 and $10.75 to turn this market back into a bullish mode for the first time since it ran its course in 2012. The weekly chart shows a clear break of the down-trend line, and the momentum is starting to build as we push through the tough resistance from $10.25 - $10.75. Support is seen on the March charts at the $9.70-$9.80 level while our overhead resistance level is still at the $10.25 level.
Short term indicators are positive and a close above $11 would convince me that we have turned the corner on this bear market. Meanwhile, the primary trend is still down.

Wheat:
Another great week for the March wheat contract as we broke above the $4.35 resistance level and went directly to our next resistance level of $4.60. Like corn, wheat pulled back to our trading gap perfectly and then moved higher.
We will leave our support line on the March chart at $4.10 for the time being, but our overhead headwinds now appear on the March chart at $4.60 - $4.80
The weekly trend line has not only broken the down-trend, but came back, tested it, and flashed a red buy signal all in the past two weeks.
Indicators are positive.  Both daily and weekly indicators are now bullish, but the primary trend is still down.

Cash Grain  prices as of the close, January 31, are as follows:
SWW @ $202.10MT ($5.50/bu), HRW @ $199.84/MT ($5.44/bu),
 HRS @ $226.97/MT ($6.18/bu), SRW @ $197.58/MT ($5.38/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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