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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Thu Oct 3 15:18:34 EDT 2019


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Thu, October 3
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.3313 up 0.0008
Chicago corn closed slightly higher.

      DEC19   HI 3.90  3/4                    DEC20    HI 4.05  3/4
             LOW 3.85  1/2                            LOW 4.04
            CLOSE3.88  3/4  Up 1                    CLOSE 4.05  1/2  Up  3/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +DEC19+MAR20+MAR20
CK Low       1.20                        5.09 200.29  0.85         4.91 193.10
CK High      1.20                        5.09 200.29  0.90         4.96 195.07
CK Avg       1.20                  -0.07 5.09 200.29  0.87 -0.36   4.92 193.76
Essex Cty    1.20                        5.09 200.29  0.85         4.91 193.10
Mdsx Low     1.20                        5.09 200.29  0.85         4.91 193.10
Mdsx High    1.25                        5.14 202.25  0.85         4.91 193.10
Mdsx Avg     1.23                  -0.05 5.11 201.27  0.85 -0.37   4.91 193.10
Hensall      1.28                        5.16 203.24  0.88         4.93 194.09
Bruce        1.20                        5.09 200.29  0.85         4.91 193.10
Putnam       1.25                        5.14 202.25  0.85         4.91 193.10
Burford      1.20                        5.09 200.29  0.85         4.91 193.10
Port Perry   1.30                        5.19 204.22  0.85         4.91 193.10
Norfolk      1.20                        5.09 200.29  0.85         4.91 193.10
Palmerston   1.22                        5.11 201.07  0.88         4.94 194.28
Varna        1.25                        5.14 202.25  0.85         4.91 193.10
Trenton      1.30                        5.19 204.22  0.85         4.91 193.10
Winchester   1.40                        5.29 208.16  1.10         5.16 202.94
North Gower  1.40                        5.29 208.16  1.10         5.16 202.94
Huron FOB    1.40                        5.29 208.16  0.90         4.96 195.07
Kent FOB     1.25                        5.14 202.25  0.90         4.96 195.07
Lamb FOB     1.60                        5.49 216.03  1.00         5.06 199.01
Mdsx FOB     1.25  1.25N/A   N/A         5.14 202.25N/A
FOB SW Que   2.23                        6.12 240.84N/A
Track        1.93                        5.81 228.83N/A
PROCESSORS
Chat-Eth     1.98N/A     1.66N/A         5.87 230.99  1.27         5.33 209.64
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth   1.70N/A     1.50  1.55      5.59 219.97  1.20         5.26 206.88
Sarn-Eth     1.40  1.40N/A   N/A         5.29 208.16N/A
London-Ing  N/A  N/A     1.70  1.70                   1.25         5.31 208.85
Pt.Colb-Ing N/A  N/A   N/A   N/A                     N/A*
Cardnl-Ing   1.95N/A     1.70N/A         5.84 229.81  1.30         5.36 210.82
W O Feed     2.61                        6.49 255.64

US Rep       2.48                        6.37 250.68
Toledo El.   0.33                        4.22 166.15 -0.27         3.79 149.16

TRANSFER
Pt. Colb     1.50                        5.39 212.10N/A
Prescott     1.55                        5.44 214.06N/A

MID SD CRN   1.20                        5.08 3/4
HI SD CRN    1.20                        5.08 3/4
*Wet Bid


Exchange rate was 1.3313 up 0.0008
Chicago soybeans closed narrowly mixed.

       NOV19   HI 9.18  1/2           NOV20    HI 9.66
              LOW 9.08                        LOW 9.59  3/4
             CLOSE9.11  3/4  Down 2         CLOSE 9.61   Down 1 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +NOV1+JAN2+JAN20
CK Low       2.25                     11.37 417.682.00      11.61 426.59
CK High      2.30                     11.42 419.522.15      11.76 432.11
CK Average   2.29                -0.5511.41 419.222.13 -0.7911.74 431.19
Essex Cty    2.30                     11.42 419.522.15      11.76 432.11
Mdsx Low     2.23                     11.35 416.952.13      11.74 431.37
Mdsx High    2.30                     11.42 419.522.15      11.76 432.11
Mdsx Average 2.27                -0.5711.38 418.242.14 -0.7811.75 431.74
Hensall      2.28                     11.39 418.602.10      11.71 430.27
Bruce        2.20                     11.32 415.852.00      11.61 426.59
Putnam       2.30                     11.42 419.522.15      11.76 432.11
Burford      2.30                     11.42 419.522.20      11.81 433.94
Port Perry   2.22                     11.34 416.582.12      11.73 431.00
Norfolk      2.30                     11.42 419.522.15      11.76 432.11
Palmerston   2.30                     11.42 419.522.06      11.67 428.80
Varna        2.25                     11.37 417.682.05      11.66 428.43
Trenton      2.25                     11.37 417.682.10      11.71 430.27
Winchester   2.25                     11.37 417.682.20      11.81 433.94
North Gower  2.26                     11.38 418.052.22      11.83 434.68
Huron FOB    2.35                     11.47 421.362.15      11.76 432.11
Kent FOB     2.30                     11.42 419.522.15      11.76 432.11
Lambton FOB  2.35                     11.47 421.362.25      11.86 435.78
Middlesex FOB2.37 2.37  N/A  N/A      11.49 422.092.25      11.86 435.78

PROCESSORS
Windsor      2.56                     11.68 429.072.59      12.20 448.27

TRANSFER
Hamilton     2.75                     11.87 436.062.50      12.11 444.97
Prescott     2.50                     11.62 426.87 N/A
Port Colborne2.78                     11.90 437.16 N/A

Toledo El.   -0.36                     8.76 321.80-0.47      9.14 335.99


Exchange rate was 1.3313 up 0.0008
Chicago wheat closed narrowly mixed.
DEC19      HI         4.93              JUL20   HI      5.09  1/4
           LOW    4.85  3/4                     LOW     5.03  1/4
           CLOSE  4.88  3/4  Down  1/4          CLOSE   5.06  1/4  Up  1/4

Minni wheat closed slightly lower to steady.
DEC19      HI     5.30  1/2             SEP20   HI      5.69  1/2
           LOW    5.24  1/4                     LOW     5.65  1/2
           CLOSE  5.29  1/2  Unchanged          CLOSE   5.68  1/2  Down  3/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.09          2.28            1.95          1.35
CAD $/bu              6.97          7.17            6.84          6.65
CAD $/tonne         256.20        263.54          251.31        244.34


Direct MarkHarvest 2019                 Harvest 2020
           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    1.60    N/A    N/A     N/A    1.15    N/A
London      1.75    2.01   1.61    N/A    1.34    1.54   1.20    N/A
Hensall     1.75    N/A    1.65    N/A    1.40    N/A    1.20    N/A
Trenton      N/A    N/A    1.65    N/A    N/A     N/A    1.30    N/A
Bruce       1.75    2.05   1.65   1.50    1.40    1.60   1.20   1.05
Essex        N/A    N/A    1.60    N/A    N/A     N/A    1.20    N/A
Norwich     1.75    N/A    1.65    N/A    1.40    N/A    1.20    N/A
Port Hope    N/A    N/A    1.70    N/A    N/A     N/A    1.30    N/A
Kent Bridge 1.75    N/A    1.65    N/A    1.40    N/A    1.20    N/A
Chatham      N/A    N/A    1.60    N/A    N/A     N/A    1.20    N/A
Brigden      N/A    N/A    1.60    N/A    N/A     N/A    1.20    N/A
Palmerston   N/A    N/A    1.63   1.35    N/A     N/A    1.30   1.01
Varna       1.75    2.05   1.65    N/A    1.40    1.60   1.20    N/A
Mitchell    1.75    1.95   1.65    N/A    1.40    1.60   1.20    N/A
Thornton     N/A    N/A     N/A   1.28    N/A     N/A     N/A    N/A
North Gower  N/A    2.05   1.75   1.20    N/A     1.83   1.53   0.95
W O Feed                   2.24

TERMINAL
Port Colbor 2.09    2.36   2.02    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM    N/A    N/A    2.22    N/A    N/A     N/A    1.67    N/A

Toledo El. 5.07US         6.75CA        5.06US          6.74CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.61          1.87            1.54          1.08
CAD $/bu              6.67          6.94            6.60          6.77
CAD $/tonne         245.11        254.89          242.67        248.66

(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      210.00 - 220.00

----
Ontario Grain Market Commentary for October 2, 2019
By Todd Austin, Grain Farmers of Ontario


Wednesday, October 2, 2019
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT Dec 3. 87¾  ↑ 13½  cents
Soybeans CBOT Nov 9.13¾ ↑  24½ cents
Wheat CBOT Dec 4. 89    ↑  11¾  cents
Wheat Minn. Dec 5.29½   ↓ 24¾  cents
Wheat Kansas Dec 4.05¾   ↑ 1¾  cents
Oats CBOT Dec 2.82¾   ↑ 10½  cents

Canadian $ Dec 0.7516 ↓ 34  points


CORN:
On September 30, the USDA reported quarterly stocks of corn at 2.114 billion bushels. This was well below trade estimates.  This number will now be the carry in value for the 2019-20 marketing year. This could mean a tighter corn crop for 2019 as we are also expecting a smaller yield than last year. The next WASDE (World Agricultural Supply and Demand Estimates) report will be released on October 10.
US Corn harvest, as of September 30, was 11% complete, up 4 per cent from last week, but still below the five-year average of 19%. The corn crop considered mature was 43%, up from last week’s 29%, and well below the five-year average of 73 per cent.
INTL FCStone released their yield estimates on October 1. They indicate corn yield to be 169.3 bushels per acre. This estimate is up almost a bushel from their previous estimate.

SOYBEANS:
The quarterly stocks report indicated that soybean stocks were 913 million bushels. This is well above levels from last year at this time but was well below trade estimates. Like the corn story, the 913 million bushels will now be the carry in number for the 2019-20 marketing year.  With an already smaller production than last year, the carryout for the 2019 crop year could get tighter.
U.S. soybean harvest came in at 7% complete, as of September 30, versus a five-year average of20% complete.
INTL FCStone released their soybean yield estimates this week, indicating a yield of 48.1 bushels per acre.  This estimate is down from their previous estimate of 48.3 bushels per acre.

WHEAT:
All wheat stocks in the U.S. were 2.38 billion bushels, as of September 1 according to the USDA. This is down slightly from last year. Interestingly, both soft red wheat and hard red wheat stocks were less than the average trade estimates, while spring wheat and soft white were above average trade estimates.
Egypt’s GASC continues to issue tenders for wheat, with shipments for November.  During the 2018-19-timeframe, Egypt issued 26 tenders and imported almost 6.5 million tonnes of milling wheat. Over that last number of years, Egypt has predominately purchased from Black Sea sources.
Earlier this week, warm and drier conditions allowed for some early beans to be harvested, which allowed for winter wheat to get planted.

2019 cash prices for October 2, 2019, at the market close, are as follows:

SWW at $256.17/mt ($6.97/bu), HRW at $263.50/mt ($7.17/bu),
HRS at $244.19/mt ($6.65/bu), and SRW at $251.28/mt ($6.84/bu).

We currently offer 2020 and 2021 harvest prices as well, please call
1-800-265-0550 for more information.
---


Blair Andrews

Editor, AgriLink and Farm Market News

University of Guelph, Ridgetown Campus



Email:fmnc at uoguelph.ca

Tel. 519-674-1500 x 63577

Fax. 519-674-1530

Click on this link: farmmarketnews-unsubscribe at list.gfo.ca  to unsubscribe from this report.
This Farm Market News product is sponsored by:
Grain Farmers of Ontario








-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20191003/27f33862/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: grain.pdf
Type: application/pdf
Size: 511732 bytes
Desc: grain.pdf
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20191003/27f33862/attachment-0002.pdf>
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: corn.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20191003/27f33862/attachment-0001.txt>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: wheatcom.pdf
Type: application/pdf
Size: 727710 bytes
Desc: wheatcom.pdf
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20191003/27f33862/attachment-0003.pdf>


More information about the Farmmarketnews mailing list