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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Apr 1 15:42:19 EDT 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, April 1
(All Bases in CAD)
Exchange rate was 1.4222 up 0.0137
Chicago corn closed moderately lower to lower.

      MAY20   HI 3.42  3/4                    DEC20    HI 3.58  3/4
             LOW 3.33  1/2                            LOW 3.47
            CLOSE3.34  3/4  Down 6                  CLOSE 3.47  1/4  Down 10 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +JUL20+JUL20+SEP20
CK Low       1.35                        4.70 184.93  0.90         4.37 172.14
CK High      1.40                        4.75 186.90  0.95         4.42 174.11
CK Avg       1.38                  -0.02 4.73 186.24  0.94 -0.37   4.41 173.78
Essex Cty    1.35                        4.70 184.93  0.90         4.37 172.14
Mdsx Low     1.35                        4.70 184.93  0.95         4.42 174.11
Mdsx High    1.40                        4.75 186.90  0.95         4.42 174.11
Mdsx Avg     1.38                  -0.03 4.72 185.92  0.95 -0.36   4.42 174.11
Hensall      1.43                        4.77 187.89  0.95         4.42 174.11
Bruce        1.35                        4.70 184.93  0.95         4.42 174.11
Putnam       1.40                        4.75 186.90  0.95         4.42 174.11
Burford      1.35                        4.70 184.93  0.95         4.42 174.11
Port Perry   1.40                        4.75 186.90  1.05         4.52 178.04
Norfolk      1.35                        4.70 184.93  0.90         4.37 172.14
Palmerston   1.34                        4.69 184.54  0.89         4.36 171.74
Varna        1.40                        4.75 186.90  0.90         4.37 172.14
Trenton      1.45                        4.80 188.87  1.15         4.62 181.98
Winchester   1.50                        4.85 190.84  1.40         4.87 191.82
North Gower  1.50                        4.85 190.84  1.42         4.89 192.61
Vankleek Hil 1.22                        4.57 179.81  0.88         4.35 171.35
Huron FOB    1.42                        4.77 187.69  1.00         4.47 176.07
Kent FOB     1.45                        4.80 188.87  1.00         4.47 176.07
Lamb FOB    N/A                                       1.00         4.47 176.07
Mdsx FOB    N/A  N/A   N/A   N/A                      1.05         4.52 178.04
FOB SW Que   2.51                        5.86 230.60N/A
Track        1.72                        5.06 199.30N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                      N/A
Aylmer-Eth  N/A  N/A   N/A   N/A                      1.20         4.67 183.95
Sarn-Eth    N/A  N/A   N/A   N/A                    N/A
London-Ing  N/A  N/A   N/A   N/A                      1.30         4.77 187.89
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A  N/A   N/A   N/A                      1.40         4.87 191.82
W O Feed     1.99                        5.34 210.05

US Rep       2.08                        5.43 213.67
Toledo El.  -0.07                        3.28 128.99 -0.28         3.19 125.52

TRANSFER
Pt. Colb     1.50                        4.85 190.84  1.10         4.57180
Prescott     2.00                        5.35 210.52  1.42         4.89192 3/5


HI SD CRN    1.40                        4.74 3/4
*Wet Bid


Exchange rate was 1.4222 up 0.0137
Chicago soybeans closed slightly lower to lower.

       MAY20   HI 8.87  1/4           NOV20    HI 8.78  1/2
              LOW 8.60  3/4                   LOW 8.61
             CLOSE8.62  3/4  Down 23 1/4    CLOSE 8.63  1/2  Down 14

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAY2+JUL2+SEP20
CK Low       3.00                     11.63 427.242.95      11.59 425.68
CK High      3.10                     11.73 430.913.00      11.64 427.51
CK Average   3.08                -0.4011.71 430.122.99 -0.4511.63 427.21
Essex Cty    3.00                     11.63 427.242.90      11.54 423.84
Mdsx Low     3.05                     11.68 429.072.95      11.59 425.68
Mdsx High    3.10                     11.73 430.913.00      11.64 427.51
Mdsx Average 3.08                -0.4011.70 429.992.98 -0.4711.61 426.59
Hensall      3.10                     11.73 430.913.00      11.64 427.51
Bruce        3.10                     11.73 430.913.00      11.64 427.51
Putnam       3.10                     11.73 430.913.00      11.64 427.51
Burford      3.12                     11.75 431.653.05      11.69 429.35
Port Perry   3.04                     11.67 428.712.97      11.61 426.41
Norfolk      3.00                     11.63 427.242.95      11.59 425.68
Palmerston   2.95                     11.58 425.402.85      11.49 422.00
Varna        3.10                     11.73 430.913.00      11.64 427.51
Trenton      3.15                     11.78 432.753.05      11.69 429.35
Winchester   3.10                     11.73 430.913.00      11.64 427.51
North Gower  3.05                     11.68 429.072.85      11.49 422.00
Vankleek Hill N/A                                 2.93      11.57 424.94
Huron FOB    3.25                     11.88 436.423.10      11.74 431.19
Kent FOB     3.20                     11.83 434.593.00      11.64 427.51
Lambton FOB  3.15                     11.78 432.753.00      11.64 427.51
Middlesex FOB3.16 3.33  N/A  N/A      11.79 433.123.05      11.69 429.35

PROCESSORS
Windsor      3.44                     12.07 443.403.15      11.79 433.02

TRANSFER
Hamilton     3.55                     12.18 447.453.45      12.09 444.05
Prescott      N/A                                 3.10      11.74 431.19
Port Colborne3.43                     12.06 443.043.46      12.10 444.42

Toledo El.   0.04                      8.67 318.57-0.43      8.21 301.62


Exchange rate was 1.4222 up 0.0137
Chicago wheat closed lower.
MAY20      HI     5.71  3/4             SEP20   HI         5.69
           LOW    5.46  1/2                     LOW     5.47  3/4
           CLOSE  5.50  1/4  Down 18 1/2        CLOSE   5.51  1/4  Down 14

Minni wheat closed lower.
MAY20      HI     5.39  1/4             SEP20   HI         5.56
           LOW        5.23                      LOW        5.42
           CLOSE  5.24  1/2  Down 14 3/4        CLOSE   5.43  1/2  Down 13 1/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.54          2.75            2.54          1.72
CAD $/bu              8.04          8.25            8.04          6.96
CAD $/tonne         295.38        303.21          295.38        255.79


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     N/A    N/A    N/A     N/A    1.62    N/A
London      2.38    2.81   2.31    N/A    1.98    2.27   1.70    N/A
Hensall     2.22    N/A    2.22    N/A    1.82    N/A    1.62    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.72    N/A
Bruce       2.22    2.57   2.22   2.20    1.82    2.02   1.62   1.40
Essex        N/A    N/A     N/A    N/A    N/A     N/A    1.67    N/A
Norwich     2.22    N/A    2.22    N/A    1.82    N/A    1.62    N/A
Port Hope    N/A    N/A    2.25    N/A    N/A     N/A    1.72    N/A
Kent Bridge 2.22    N/A    2.22    N/A    1.82    N/A    1.62    N/A
Chatham      N/A    N/A     N/A    N/A    N/A     N/A    1.67    N/A
Brigden      N/A    N/A     N/A    N/A    N/A     N/A    1.67    N/A
Palmerston   N/A    2.52   2.16   2.00    N/A     2.03   1.60   1.37
Varna       2.35    2.65   2.25    N/A    1.82    2.02   1.62    N/A
Mitchell    2.22    2.42   2.22    N/A    1.82    2.02   1.62    N/A
Thornton     N/A    N/A     N/A   2.72    N/A     N/A     N/A    N/A
North Gower  N/A    2.40   2.20   1.50    N/A     2.05   1.85   1.35
W O Feed                   2.85

TERMINAL
Port Colbor  N/A    N/A    2.65    N/A    N/A     N/A    2.11    N/A

PROCESSORS
Toledo FM    N/A    N/A    2.32    N/A    N/A     N/A    2.28    N/A

Toledo El. 5.40US         7.68CA        5.48US          7.79CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.97          2.32            1.97          1.44
CAD $/bu              7.48          7.83            7.48          6.87
CAD $/tonne         274.82        287.88          274.82        252.50

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

FEED GRAINS
FOB Hm Soymeal            535.62
DDG's FOB Srn & Aylm       -

---

Ontario Grain Market Commentary for April 1, 2020
By Todd Austin, Grain Farmers of Ontario

Wednesday, April 1, 2020
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT May    3.34¾  ↓ 13¾ cents
Soybeans CBOT May    8.62¾    ↓ 18¾ cents
Wheat CBOT May    5.50¼  ↓   29¾ cents
Wheat Minn. May    5.24½  ↓   13 cents
Wheat Kansas May    4.75  ↓ 26 cents
Oats CBOT May    2.60¼  ↓   5¾ cents

Canadian $ Mar    0.7029 ↓ 19 points


CORN:
The USDA released their Prospective Planting Report at the end of March. The projection for 2020 corn planting is 97 million acres. The trade was anticipating acreage to be 94.3 million. This planting projection would be an increase of over 7 million acres from last year. The USDA surveyed farmers during the first two weeks of March.
Oil prices have hit 18-year lows and gasoline demand both here and in the U.S. have also fallen. Ethanol demand is likewise falling on both sides of the border. This could result in a large U.S. corn carryout for the 2020/2021 marketing year.

SOYBEANS:
The USDA has pegged 2020 soybean acres at 83.5 million as outlined in their Prospective Planting Report. This was slightly lower than trade estimates of 84.9 million acres. Like corn, the 2020 soybean acreage is much larger than what was planted in 2019. It is hoped that the soybean export market, particularly China, strengthens, or we could see U.S. soybean carryout creeping up to levels that could negatively impact soybean values.
Brazilian soybean production estimates have been revised down due to extended dry weather in the southern regions of Brazil. According to the agricultural consultancy Agroconsult, estimates are down 0.8 million tonnes to 123.5 million tonnes for the 2019/2020 soybean crop.

WHEAT:
All wheat planted in the U.S. is expected be down 1% from the previous year. The USDA is anticipating 44.655 million acres of wheat for the 2020/2021 marketing year. U.S. soft white wheat production is expected to be 192.305 million bushels (3.5 million tonnes) which is down 9% from last year. U.S. soft Red Wheat is estimated to be 284.806 million bushels (7.75 million tonnes) which is up 19% from 2019.
Ukraine grade traders have agreed to limit wheat exports to 20.2 million tonnes this year in an effort to avoid a rise in domestic bread prices. This is a result of the ongoing Coronavirus pandemic which is causing some countries to consider export / import restrictions on grain trade. The Ukraine has exported approximately 18 million tonnes to date.

2019 cash prices for April 1, 2020, at the market close, are as follows:

SWW at $295.49/mt ($8.04/bu), HRW at $303.33/mt ($8.26 /bu),
HRS at $ 255.89/mt ($6.96/bu), and SRW at $295.49 /mt ($8.04 /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




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