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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Apr 15 15:25:47 EDT 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, April 15
(All Bases in CAD)
Exchange rate was 1.4062 up 0.0162
Chicago corn closed slightly to moderately lower.

      MAY20   HI 3.26  3/4                    DEC20    HI 3.47  1/2
             LOW 3.17  1/2                            LOW 3.41  3/4
            CLOSE3.19  1/4  Down 6 3/4              CLOSE 3.42  3/4  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        +JUL20+JUL20+SEP20
CK Low       1.30                        4.49 176.86  0.90         4.33 170.37
CK High      1.35                        4.54 178.83  0.90         4.33 170.37
CK Avg       1.31                   0.01 4.50 177.19  0.90 -0.36   4.33 170.37
Essex Cty    1.30                        4.49 176.86  0.90         4.33 170.37
Mdsx Low     1.30                        4.49 176.86  0.90         4.33 170.37
Mdsx High    1.30                        4.49 176.86  0.90         4.33 170.37
Mdsx Avg     1.30                   0.00 4.49 176.86  0.90 -0.36   4.33 170.37
Hensall      1.33                        4.52 177.85  0.93         4.35 171.35
Bruce        1.30                        4.49 176.86  0.90         4.33 170.37
Putnam       1.30                        4.49 176.86  0.90         4.33 170.37
Burford      1.30                        4.49 176.86  0.90         4.33 170.37
Port Perry   1.40                        4.59 180.80  1.05         4.48 176.27
Norfolk      1.30                        4.49 176.86  0.90         4.33 170.37
Palmerston   1.37                        4.56 179.62  0.94         4.37 171.94
Varna        1.30                        4.49 176.86  0.90         4.33 170.37
Trenton      1.40                        4.59 180.80  1.05         4.48 176.27
Winchester   1.40                        4.59 180.80  1.40         4.83 190.05
North Gower  1.38                        4.57 180.01  1.35         4.78 188.08
Vankleek Hil 1.15                        4.34 170.96  0.93         4.36 171.55
Huron FOB    1.30                        4.49 176.86  0.90         4.33 170.37
Kent FOB    N/A                                       0.95         4.38 172.33
Lamb FOB    N/A                                       1.03         4.46 175.48
Mdsx FOB     1.35N/A   N/A   N/A         4.54 178.83  0.95         4.38 172.33
FOB SW Que   2.56                        5.75 226.47N/A
Track        1.60                        4.79 188.67N/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                      1.15         4.58 180.21
Sarn-Eth    N/A  N/A   N/A   N/A                    N/A
London-Ing  N/A  N/A   N/A   N/A                      1.20         4.63 182.18
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A    1.95N/A     1.95                   1.45         4.88 192.02
W O Feed     1.79                        4.99 196.31

US Rep       1.72                        4.91 193.40
Toledo El.  -0.14                        3.05 120.15 -0.42         3.00 118.30

TRANSFER
Pt. Colb     1.70                        4.89 192.61  1.10         4.53178 1/4
Prescott     1.82                        5.01 197.33N/A

                    1/2
HI SD CRN    1.35                        4.54 1/4     0.90         4.32 3/4
*Wet Bid


Exchange rate was 1.4062 up 0.0162
Chicago soybeans closed slightly lower.

       MAY20   HI 8.52  1/2           NOV20    HI 8.71
              LOW 8.38  3/4                   LOW 8.57  3/4
             CLOSE8.42   Down 5             CLOSE 8.59  3/4  Down 5 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAY2+JUL2+SEP20
CK Low       2.90                     11.32 415.942.75      11.35 416.95
CK High      2.97                     11.39 418.512.80      11.40 418.79
CK Average   2.94                -0.3411.36 417.292.79 -0.5111.39 418.48
Essex Cty    2.95                     11.37 417.782.75      11.35 416.95
Mdsx Low     2.90                     11.32 415.942.73      11.33 416.21
Mdsx High    2.95                     11.37 417.782.80      11.40 418.79
Mdsx Average 2.93                -0.3511.35 416.862.77 -0.5311.36 417.50
Hensall      2.93                     11.35 416.862.80      11.40 418.79
Bruce        2.95                     11.37 417.782.80      11.40 418.79
Putnam       2.90                     11.32 415.942.80      11.40 418.79
Burford      3.02                     11.44 420.352.80      11.40 418.79
Port Perry   2.97                     11.39 418.512.75      11.35 416.95
Norfolk      2.95                     11.37 417.782.80      11.40 418.79
Palmerston   3.01                     11.43 419.982.87      11.47 421.36
Varna        2.95                     11.37 417.782.80      11.40 418.79
Trenton      2.90                     11.32 415.942.75      11.35 416.95
Winchester   2.90                     11.32 415.942.80      11.40 418.79
North Gower  2.85                     11.27 414.102.75      11.35 416.95
Vankleek Hill N/A                                 2.79      11.39 418.42
Huron FOB    3.10                     11.52 423.292.90      11.50 422.46
Kent FOB     3.00                     11.42 419.612.80      11.40 418.79
Lambton FOB  2.90                     11.32 415.942.90      11.50 422.46
Middlesex FOB2.97 3.11  N/A  N/A      11.39 418.512.89      11.49 422.09

PROCESSORS
Windsor      3.21                     11.63 427.333.00      11.60 426.14

TRANSFER
Hamilton     3.35                     11.77 432.473.25      11.85 435.32
Prescott      N/A                                 3.32      11.92 437.89
Port Colborne3.31                     11.73 431.003.23      11.83 434.59

Toledo El.   0.04                      8.46 310.93-0.42      8.17 300.38


Exchange rate was 1.4062 up 0.0162
Chicago wheat closed moderately lower.
MAY20      HI     5.48  3/4             SEP20   HI         5.55
           LOW    5.29  3/4                     LOW     5.37  1/2
           CLOSE  5.40  1/4  Down 8 1/2         CLOSE   5.46   Down 8 3/4

Minni wheat closed moderately lower.
MAY20      HI     5.22  1/2             SEP20   HI      5.44  1/4
           LOW    5.11  1/2                     LOW     5.33  3/4
           CLOSE  5.14   Down 7                 CLOSE   5.37  1/4  Down 6 1/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.41          2.62            2.41          1.60
CAD $/bu              7.81          8.02            7.81          6.74
CAD $/tonne         286.89        294.64          286.89        247.49


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    1.50    N/A
London      2.15    2.43   2.08    N/A    1.75    1.89   1.47    N/A
Hensall     2.10    N/A    2.10    N/A    1.70    N/A    1.50    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.55    N/A
Bruce       2.10    2.50   2.10   2.23    1.55    1.90   1.50   1.50
Essex        N/A    N/A    2.00    N/A    N/A     N/A    1.45    N/A
Norwich     2.10    N/A    2.10    N/A    1.70    N/A    1.50    N/A
Port Hope    N/A    N/A    2.10    N/A    N/A     N/A    1.55    N/A
Kent Bridge 2.10    N/A    2.10    N/A    1.70    N/A    1.50    N/A
Chatham      N/A    N/A     N/A    N/A    N/A     N/A    1.50    N/A
Brigden      N/A    N/A     N/A    N/A    N/A     N/A    1.50    N/A
Palmerston   N/A    2.39   2.04   1.87    N/A     1.93   1.50   1.26
Varna       2.20    2.40   2.10    N/A    1.70    1.80   1.50    N/A
Mitchell    2.10    2.25   2.10    N/A    1.70    1.90   1.50    N/A
Thornton     N/A    N/A     N/A   2.54    N/A     N/A     N/A    N/A
North Gower  N/A    2.25   2.00   1.30    N/A     2.00   1.65   1.20
W O Feed                   2.66

TERMINAL
Port Colbor  N/A    N/A    2.42    N/A    N/A     N/A    1.88    N/A

PROCESSORS
Toledo FM    N/A    N/A    2.19    N/A    N/A     N/A    2.16    N/A

Toledo El. 5.30US         7.46CA        5.41US          7.62CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.88          2.23            1.88          1.35
CAD $/bu              7.34          7.69            7.34          6.72
CAD $/tonne         269.65        282.58          269.65        247.00

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

FEED GRAINS
FOB Hm Soymeal            502.88
DDG's FOB Srn & Aylm       -

---

Ontario Grain Market Commentary for April 15, 2020
By Todd Austin, Grain Farmers of Ontario


Wednesday, April 15, 2020
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT May    3.19¼   ↓ 10¾ cents
Soybeans CBOT May    8.42 ↓   12½ cents
Wheat CBOT May    5.40¼ ↓   8 cents
Wheat Minn. May    5.14 ↓   16 cents
Wheat Kansas May    4.79½ ↑   1½ cents
Oats CBOT May    2.85½ ↑   10 cents

Canadian $ Mar    0.7128 ↑ 9 points


CORN:
On April 13, the USDA released its first 2020 Crop Progress report. U.S. farmers have planted 3% of their expected crop. This is equal to last year and 1% lower than the five-year average. The question is, will U.S. farmers plant 97 million acres of corn? Domestic demand for feed and ethanol is declining; suppliers will need to look to export markets to move grain. Without strong exports, the U.S. could end up with a burdensome corn supply which would further depress prices.
Brazilian corn exports are down due to a rise in domestic consumption along with strong demand for livestock feed. There is talk of the need to import corn as domestic demand grows. Another attributing factor is a reduced stockpile of corn resulting from an aggressive exports pace in 2019. Due to the devalued Brazilian currency versus the U.S. dollar, Brazil is hesitant at this time to import from the U.S. and will likely look to Argentina and Paraguay.

SOYBEANS:
Brazil has shipped 6.3 million tonnes of soybeans in April thus far. This is a 50% increase in shipments from the previous month. With the rising demands from Chinese crushers, Brazilian exports could continue to climb. The depreciation of the Brazilian currency over that of the U.S. has made Brazilian soybeans much lower in price for international buyers.
The closure of several U.S. meat packing plants has increased fear of reductions in soymeal demand. This has put further pressure on the soybean futures.

WHEAT:
According to the USDA, for the week ending April 9, U.S. wheat inspected for exports was 608,709 tonnes. The majority of this is expected to be shipped through the Pacific Northwest into Asian markets.  Exports are also expected out of the Gulf coast for Latin America destinations.
Egypt has recently purchased 120,000 tonnes of Russian wheat split between two delivery windows of 60,000 tonnes each. Traders were expecting a larger purchase after the Egyptian government announced it would look to import 800,000 tonnes of grain to boost its strategic reserves.  The prices received were high enough to discourage any larger purchase. The winning bids were $249.56 C&F (cost and freight) and $252.50 C&F respectively.

2019 cash prices for April 15, 2020, at the market close, are as follows:

SWW at $286.22/mt ($7.79/bu), HRW at $293.95/mt ($8.00 /bu),
HRS at $ 246.91/mt ($6.72/bu), and SRW at $286.22 /mt ($7.79/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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