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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu May 10 15:16:52 EDT 2018


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, May 10
(All Bases in CAD)
Exchange rate was 1.2757 down 0.0077
Chicago corn closed slightly lower to steady.

      JUL18   HI 4.07                         DEC18    HI 4.23  3/4
             LOW 4.00                                 LOW 4.17
            CLOSE4.02   Down  3/4                   CLOSE 4.19  1/2  Unchanged

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +JUL18+SEP18+SEP18
CK Low       0.75                        4.77 187.79  0.75         4.95 194.68
CK High      0.85                        4.87 191.72  0.80         5.00 196.64
CK Avg       0.83                  -0.22 4.85 190.74  0.76 -0.31   4.95 195.00
Essex Cty    0.85                        4.87 191.72  0.75         4.95 194.68
Mdsx Low     0.85                        4.87 191.72  0.75         4.95 194.68
Mdsx High    0.85                        4.87 191.72  0.75         4.95 194.68
Mdsx Avg     0.85                  -0.20 4.87 191.72  0.75 -0.32   4.95 194.68
Hensall      0.85                        4.87 191.72  0.75         4.95 194.68
Bruce        0.85                        4.87 191.72  0.75         4.95 194.68
Putnam       0.85                        4.87 191.72  0.75         4.95 194.68
Burford      0.85                        4.87 191.72  0.80         5.00 196.64
Port Perry   0.85                        4.87 191.72  0.75         4.95 194.68
Norfolk      0.85                        4.87 191.72  0.80         5.00 196.64
Palmerston   0.75                        4.77 187.79  0.75         4.95 194.68
Varna        0.85                        4.87 191.72  0.75         4.95 194.68
Trenton      0.85                        4.87 191.72  0.85         5.05 198.61
Winchester   1.00                        5.02 197.63  1.05         5.25 206.49
North Gower  0.94                        4.96 195.27  1.00         5.20 204.52
Huron FOB    1.03                        5.05 198.81  0.80         5.00 196.64
Kent FOB     1.05                        5.07 199.60  0.80         5.00 196.64
Lamb FOB     1.00                        5.02 197.63  0.80         5.00 196.64
Mdsx FOB     0.90  0.90N/A   N/A         4.92 193.69  0.80         5.00 196.64
FOB SW Que   1.12                        5.14 202.35N/A
Track        1.30                        5.32 209.44N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A     1.26                   0.98         5.18 203.73
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth   1.20  1.20  1.20  1.25      5.22 205.50  1.00         5.20 204.52
Sarn-Eth    N/A    1.15  1.20  1.25                 N/A
Kawartha    N/A  N/A   N/A   N/A                    N/A
London-Ing  N/A  N/A   N/A     1.25                   0.95         5.15 202.55
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         5.27 207.27
W O Feed     1.42                        5.44 214.32

US Rep       1.49                        5.51 216.92
Toledo El.  -0.09                        3.93 154.74 -0.26         3.94 155.11


MID SD CRN                                            0.77   1/2   4.97
HI SD CRN                                             0.80         4.99 1/2
*Wet Bid


Exchange rate was 1.2757 down 0.0077
Chicago soybeans closed slightly higher.

       JUL18   HI 10.33  3/4          NOV18    HI 10.40
              LOW 10.14  1/4                  LOW 10.23  1/2
             CLOSE10.21  1/4  Up 5 1/2      CLOSE 10.31   Up 6 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +JUL1+JUL1+SEP18
CK Low       2.30                     12.51 459.762.35      12.66 465.18
CK High      2.35                     12.56 461.592.40      12.71 467.01
CK Average   2.32                -0.3912.54 460.612.36 -0.3812.67 465.60
Essex Cty    2.25                     12.46 457.922.30      12.61 463.34
Mdsx Low     2.34                     12.55 461.232.37      12.68 465.91
Mdsx High    2.35                     12.56 461.592.40      12.71 467.01
Mdsx Average 2.35                -0.3712.56 461.412.39 -0.3612.70 466.46
Hensall      2.35                     12.56 461.592.40      12.71 467.01
Bruce        2.35                     12.56 461.592.40      12.71 467.01
Putnam       2.50                     12.71 467.102.55      12.86 472.52
Burford      2.41                     12.62 463.802.44      12.75 468.48
Port Perry   2.31                     12.52 460.122.34      12.65 464.81
Norfolk      2.30                     12.51 459.762.40      12.71 467.01
Palmerston   2.30                     12.51 459.762.40      12.71 467.01
Varna        2.35                     12.56 461.592.40      12.71 467.01
Trenton      2.30                     12.51 459.762.40      12.71 467.01
Winchester   2.35                     12.56 461.592.52      12.83 471.42
North Gower  2.20                     12.41 456.082.32      12.63 464.07
Huron FOB    2.45                     12.66 465.272.50      12.81 470.69
Kent FOB     2.45                     12.66 465.272.35      12.66 465.18
Lambton FOB  2.50                     12.71 467.102.55      12.86 472.52
Middlesex FOB2.51 2.56 2.56  N/A      12.72 467.472.48      12.79 469.95

PROCESSORS
Windsor      2.63                     12.84 471.882.72      13.03 478.77

TRANSFER
Hamilton      N/A                                 2.70      13.01 478.04
Prescott     2.24                     12.45 457.552.76      13.07 480.24

Toledo El.   -0.26                     9.96 365.87-0.32      9.99 367.11


Exchange rate was 1.2757 down 0.0077
Chicago wheat closed slightly lower.
JUL18      HI         5.15              JUL18   HI         5.15
           LOW    5.00  1/4                     LOW     5.00  1/4
           CLOSE  5.06  1/2  Down 4             CLOSE   5.06  1/2  Down 4

Minni wheat closed slightly lower.
JUL18      HI     6.14  3/4             SEP18   HI         6.20
           LOW    6.05  1/4                     LOW     6.11  3/4
           CLOSE  6.09   Down 2 1/4             CLOSE   6.15  3/4  Down 2

GFO Cash Wheat Prices - DEL Terminal
Harvest 17        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.29          1.23            1.04          0.28
CAD $/bu              6.36          6.30            6.10          6.37
CAD $/tonne         233.66        231.32          224.29        233.90


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    0.85    N/A    N/A     N/A    1.00    N/A
London      1.08    1.27   0.79    N/A    1.14    1.07   0.92    N/A
Hensall     1.10    N/A    0.85    N/A    1.15    N/A    1.00    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.00    N/A
Bruce       1.10    1.00   0.85    N/A    1.15    1.00   1.00   0.50
Essex        N/A    N/A    0.84    N/A    N/A     N/A    0.99    N/A
Norwich     1.10    N/A    0.85    N/A    1.15    N/A    1.00    N/A
Port Hope    N/A    N/A    0.80    N/A    N/A     1.00   1.00    N/A
Kent Bridge 1.10    N/A    0.85    N/A    1.15    N/A    1.00    N/A
Chatham      N/A    N/A    0.80    N/A    N/A     N/A    1.00    N/A
Brigden      N/A    N/A    0.80    N/A    N/A     N/A    1.00    N/A
Palmerston   N/A    1.00   0.90   0.35    N/A     1.05   0.95   0.55
Varna       1.15    1.05   0.85    N/A    1.20    1.20   1.00    N/A
Mitchell    1.10    1.00   0.85    N/A    1.15    1.00   1.00    N/A
Thornton     N/A    N/A     N/A   1.47    N/A     N/A     N/A    N/A
North Gower  N/A    1.18   1.04   0.12    N/A     1.36   1.30   0.29
W O Feed                   1.56


PROCESSORS
Toledo FM    N/A    N/A    1.52    N/A    N/A     N/A    1.52    N/A

Toledo El. 5.17US         6.59CA         5.17US         6.59CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 18        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.27          1.20            1.14          0.29
CAD $/bu              6.33          6.27            6.21          6.45
CAD $/tonne         232.72        230.38          228.04        237.06

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

FEED GRAINS
FOB Hm Soymeal             578.83
DDG's FOB Srn & Aylm      255.00 - 265.00

----

Ontario Grain Market Commentary for May 9, 2018
By Marty Hibbs, Grain Farmers of Ontario

Wednesday, May 9, 2018 Closing Prices
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT July 4.03 ↓ 03 cents
Soybeans CBOT July 10.16 ↓ 27 cents
Wheat CBOT July 5.10 ↓ 17 cents
Wheat Minn. July 6.11 ↓ 13 cents
Wheat Kansas July 5.32 ↓ 22 cents
Chicago Oats July 2.40 ↑ 04 cents
Canadian $ June .7794 ↓ 0.05 points

Corn:
The United States Department of Agriculture (USDA) May report showed the 2017/18 carryout unchanged this month at 2.18 billion bushels. New crop stocks came in at slightly above expectations at 1.682 billion bushels. That was a significant decline which is attributed to acreage, yield, and production declines from 2017.
Support is still seen on the July contract around the $3.95 - $4 range. Our intermediate trend is still bullish while the primary trend is still down.
Our charts indicate we still need a close above the $4.40 level on the lead month contract before we can even suggest that we have a bullish primary trend on our hands.

Soybeans:
Strong new crop demand is seen in May’s USDA report. Exports were up 225 million bushels year over year. As we mentioned in last week’s commentary, we are now seeing downward pressure as we go through May. Short term indicators are negative and suggest a test of the $10 level with stronger support seen at the $9.60 level on the nearby contract. The $9.50 level is key to a move higher in the coming months. Failure at that level could produce a sharp sell-off to the 2016 lows and support at the $8.50 level.
The primary down-trend line is still at the $10.80 level. Short term indicators are neutral but the intermediate trend is bullish as we await the challenge of the $10.80 level, possibly later this summer. Until then the primary trend is still down.

Wheat:
Not much excitement in the USDA report except to say that the food production demand increased while the export numbers offset the difference. For this reason we will stick to the technical. Last week we suggested a pullback to the $5 level, and as of this writing, we are trading at $5.01 on the July contract.
Support is seen here at the $4.90 - $5 on the July contract and we should continue higher during the month of May and possibly challenge last week’s highs around the $5.40 level based on the July chart.
Our signals are as follows: the daily charts are bullish, the intermediate or weekly charts are bullish, and the monthly or primary charts are at least neutral with a red buy signal received two weeks ago.  Our next upside target is in the $5.75 range on July futures and according to our time analysis we should see that target before the end of June.

Harvest 2018 Grain prices as of the close, May 9, 2018 are as follows:
SWW @ $236.16/MT ($6.43/bu),  HRW @ $233.81/MT ($6.36/bu),
 HRS @ $238.99/MT ($6.50/bu),   SRW @ $231.45/MT ($6.30/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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