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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Jan 31 15:24:50 EST 2019


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, January 31
(All Bases in CAD)
Exchange rate was 1.3125 up 0.0014
Chicago corn closed slightly to moderately lower.

      MAR19   HI 3.81  1/2                    DEC19    HI 4.03  3/4
             LOW 3.75  3/4                            LOW 3.99  1/2
            CLOSE3.76  1/2  Down 4 3/4              CLOSE 4.00   Down 3 3/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +MAY19+MAY19+JUL19
CK Low       0.95                        4.72 185.62  0.85         4.85 190.94
CK High      1.00                        4.77 187.59  0.90         4.90 192.90
CK Avg       0.96                  -0.17 4.73 186.02  0.86 -0.29   4.86 191.33
Essex Cty    1.00                        4.77 187.59  0.85         4.85 190.94
Mdsx Low     0.95                        4.72 185.62  0.85         4.85 190.94
Mdsx High    0.95                        4.72 185.62  0.85         4.85 190.94
Mdsx Avg     0.95                  -0.17 4.72 185.62  0.85 -0.30   4.85 190.94
Hensall      0.95                        4.72 185.62  0.85         4.85 190.94
Bruce        0.95                        4.72 185.62  0.85         4.85 190.94
Putnam       0.95                        4.72 185.62  0.85         4.85 190.94
Burford      0.95                        4.72 185.62  0.85         4.85 190.94
Port Perry   0.95                        4.72 185.62  0.90         4.90 192.90
Norfolk      1.00                        4.77 187.59  0.85         4.85 190.94
Palmerston   0.95                        4.72 185.62  0.85         4.85 190.94
Varna        0.95                        4.72 185.62  0.85         4.85 190.94
Trenton      0.95                        4.72 185.62  0.85         4.85 190.94
Winchester   1.10                        4.87 191.53  1.15         5.15 202.75
North Gower  1.12                        4.89 192.31  1.10         5.10 200.78
Huron FOB    1.25                        5.02 197.43  0.95         4.95 194.87
Kent FOB     1.25                        5.02 197.43  0.90         4.90 192.90
Lamb FOB     1.30                        5.07 199.40  0.95         4.95 194.87
Mdsx FOB     1.25  1.25N/A   N/A         5.02 197.43  0.95         4.95 194.87
FOB SW Que   1.67                        5.44 213.97N/A
Track        1.50                        5.27 207.27N/A
PROCESSORS
Chat-Eth    N/A  N/A     1.57  1.55                   1.15         5.15 202.75
Jhnstwn-Eth N/A  N/A   N/A   N/A                      1.22         5.22 205.50
Aylmer-Eth   1.47  1.50  1.52  1.50      5.24 206.09  1.14         5.14 202.35
Sarn-Eth     1.40  1.35  1.40N/A         5.17 203.34N/A
Kawartha    N/A  N/A   N/A   N/A                    N/A
London-Ing  N/A  N/A     1.55  1.53                   1.15         5.15 202.75
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A  N/A   N/A   N/A                      1.25         5.25 206.68
W O Feed     1.63                        5.40 212.55

US Rep       1.74                        5.51 216.72
Toledo El.  -0.12                        3.65 143.57 -0.26         3.74 147.16


MID SD CRN   0.97   1/2                  4.74
HI SD CRN    1.00                        4.76 1/2
*Wet Bid


Exchange rate was 1.3125 up 0.0014
Chicago soybeans closed slightly lower.

       MAR19   HI 9.26  3/4           NOV19    HI 9.65
              LOW 9.13  1/4                   LOW 9.53  1/2
             CLOSE9.15  1/4  Down 5 3/4     CLOSE 9.55  1/2  Down 4 1/2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAR1+MAY1+MAY19
CK Low       2.05                     11.20 411.622.13      11.69 429.35
CK High      2.06                     11.21 411.992.20      11.76 431.92
CK Average   2.05                -0.6211.20 411.692.17 -0.6111.72 430.67
Essex Cty    2.05                     11.20 411.622.20      11.76 431.92
Mdsx Low     2.00                     11.15 409.782.15      11.71 430.09
Mdsx High    2.10                     11.25 413.462.17      11.73 430.82
Mdsx Average 2.05                -0.6211.20 411.622.16 -0.6211.72 430.45
Hensall      2.03                     11.18 410.702.15      11.71 430.09
Bruce        2.05                     11.20 411.622.15      11.71 430.09
Putnam       2.00                     11.15 409.782.15      11.71 430.09
Burford      2.10                     11.25 413.462.17      11.73 430.82
Port Perry   2.06                     11.21 411.992.13      11.69 429.35
Norfolk      2.05                     11.20 411.622.20      11.76 431.92
Palmerston   2.05                     11.20 411.622.35      11.91 437.43
Varna        2.05                     11.20 411.622.25      11.81 433.76
Trenton      2.00                     11.15 409.782.15      11.71 430.09
Winchester   2.00                     11.15 409.782.15      11.71 430.09
North Gower  2.00                     11.15 409.782.15      11.71 430.09
Huron FOB    2.15                     11.30 415.302.25      11.81 433.76
Kent FOB     2.35                     11.50 422.642.20      11.76 431.92
Lambton FOB  2.20                     11.35 417.132.30      11.86 435.60
Middlesex FOB2.09 2.23 2.20 2.27      11.24 413.092.28      11.84 434.86

PROCESSORS
Windsor      2.68  N/A  N/A  N/A      11.83 434.772.54      12.10 444.42

TRANSFER
Hamilton     2.40                     11.55 424.482.60      12.16 446.62
Prescott     2.05                     11.20 411.622.35      11.91 437.43

Toledo El.   -0.59                     8.56 314.59-0.66      8.90 327.01


Exchange rate was 1.3125 up 0.0014
Chicago wheat closed slightly lower.
MAR19      HI         5.20              JUL19   HI      5.30  3/4
           LOW    5.13  1/2                     LOW     5.24  1/2
           CLOSE  5.16  1/2  Down  1/4          CLOSE   5.27   Down 1

Minni wheat closed slightly lower.
MAR19      HI     5.74  1/4             SEP19   HI         5.91
           LOW    5.67  3/4                     LOW     5.85  1/2
           CLOSE  5.70   Down 1 1/2             CLOSE   5.87  3/4  Down  1/2

GFO Cash Wheat Prices - DEL Terminal
Harvest 18        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.48          1.55            1.35          0.73
CAD $/bu              6.65          6.71            6.52          6.43
CAD $/tonne         244.27        246.68          239.44        236.31


Direct MarkHarvest 2018                 Harvest 2019
           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    1.25    N/A    N/A     N/A    1.15    N/A
London      1.41    1.27   1.21    N/A    1.42    1.29   1.16    N/A
Hensall     1.45    N/A    1.25    N/A    1.50    N/A    1.15    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.15    N/A
Bruce       1.45    1.55   1.25   1.10    1.45    1.45   1.15   1.00
Essex        N/A    N/A    1.25    N/A    N/A     N/A    1.15    N/A
Norwich     1.45    N/A    1.25    N/A    1.50    N/A    1.15    N/A
Port Hope    N/A    N/A    1.25    N/A    N/A     1.30   1.15    N/A
Kent Bridge 1.45    N/A    1.25    N/A    1.50    N/A    1.15    N/A
Chatham      N/A    N/A    1.25    N/A    N/A     N/A    1.20    N/A
Brigden      N/A    N/A    1.25    N/A    N/A     N/A    1.20    N/A
Palmerston   N/A    1.60   1.25   1.10    N/A     1.50   1.15   1.00
Varna       1.45    1.55   1.25    N/A    1.45    1.45   1.15    N/A
Mitchell    1.45    1.25   1.25    N/A    1.50    1.30   1.15    N/A
Thornton     N/A    N/A     N/A   0.69    N/A     N/A     N/A    N/A
North Gower  N/A    1.40   1.20   0.60    N/A     1.49   1.29   0.60
W O Feed                   1.84


PROCESSORS
Toledo FM    N/A    N/A    1.81    N/A    N/A     N/A    1.77    N/A

Toledo El. 5.12US         6.71CA         5.12US         6.71CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.44          1.50            1.31          0.71
CAD $/bu              6.71          6.77            6.58          6.59
CAD $/tonne         246.53        248.94          241.72        242.08

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

FEED GRAINS
FOB Hm Soymeal             482.82
DDG's FOB Srn & Aylm      170.00 - 180.00

---

Ontario Grain Market Commentary for January 30, 2019
By Marty Hibbs, Grain Farmers of Ontario

Futures Prices as of close, January 30, 2019
Commodity Period Price Weekly Movement
Corn CBOT Mar 3.81 ↑ 02 cents
Soybeans CBOT Mar 9.21 ↑ 05 cents
Wheat CBOT Mar 5.17 ↓ 09 cents
Wheat Minn. Mar 5.71 ↓ 04 cents
Wheat Kansas Mar 5.02 ↓ 13 cents
Oats CBOT Mar 2.82 ↓ 13 cents

Canadian $ Mar 0.7620 ↑ 1.25 points


Corn:
Corn continued to track sideways again this week and remains confined to a triangle channel. We are in a $3.60 - $3.80 range and may continue to track that way until we break above or below these two levels.
The intermediate indicators remain positive and a challenge of the $4 level seems imminent in the coming months but the primary trend remains down.

Soybeans:
Soybeans are starting to look positive as we received a daily buy signal this week. This, of course, is a daily signal meaning it can change quite rapidly. For the time being, we are in a positive formation with resistance at the $9.30 - $9.45 level on the March contract. A close above this level would be very positive for soybeans going forward. We are looking at an ascending triangle pattern which is usually a precursor to building momentum. Our first real test is a close above this $9.40 level which should set us up for a challenge of the more important $10.80 wall. A convincing close above there could finally turn this six-year-old bear into a full blown multi-year bull market that we have been anticipating.
Short-term indicators are now neutral while the primary trend remains down. The support line is at $9 on the March futures and resistance remains at the $9.40 level.

Wheat:
Wheat tracked sideways this week on the market and we are still seeing resistance at the $5.35 level on the March futures. If we close above there, we open the door to a more substantial target of $5.40 which is the December high. We now have our support line well established at the $5 mark on the March futures and our overhead resistance stands at the $5.40 level. We need to stay above the $5 support to keep the positive tone in the futures.
I would be looking for higher prices in the spring.
All indicators are neutral to bullish.

Starting on February 6, 2019, Grain Farmers of Ontario will be hosting online webinars for those interested in learning how to utilize futures and options for hedging purposes in most agricultural products. These webinars will be hosted by myself. You can call me directly at 519-767-4123 or signup online at  https://gfo.ca/event/grain-marketing-webinar-intro-to-futures/

Cash Grain prices as of the close, January 30, 2019 are as follows:
SWW @ $245.22/MT ($6.67/bu), HRW @ $247.66/MT ($6.74/bu),
 HRS @ $237.91/MT ($6.47/bu),  SRW @ $240.34/MT ($6.54/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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