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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Feb 5 15:21:19 EST 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, February 5
(All Bases in CAD)
Exchange rate was 1.3296 up 0.0013
Chicago corn closed slightly lower.

      MAR20   HI 3.83  1/4                    DEC20    HI 3.93  3/4
             LOW 3.79  1/2                            LOW 3.91  1/4
            CLOSE3.80  3/4  Down 1 1/2              CLOSE 3.92  1/2  Down  1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +MAY20+MAY20+JUL20
CK Low       1.35                        5.16 203.04  0.85         4.78 187.98
CK High      1.40                        5.21 205.01  0.90         4.83 189.95
CK Avg       1.38                   0.10 5.19 204.35  0.88 -0.31   4.81 189.30
Essex Cty    1.40                        5.21 205.01  0.90         4.83 189.95
Mdsx Low     1.35                        5.16 203.04  0.85         4.78 187.98
Mdsx High    1.40                        5.21 205.01  0.90         4.83 189.95
Mdsx Avg     1.38                   0.09 5.18 204.03  0.88 -0.31   4.80 188.97
Hensall      1.40                        5.21 205.01  0.90         4.83 189.95
Bruce        1.40                        5.21 205.01  0.90         4.83 189.95
Putnam       1.35                        5.16 203.04  0.85         4.78 187.98
Burford      1.40                        5.21 205.01  0.90         4.83 189.95
Port Perry   1.40                        5.21 205.01  0.95         4.88 191.92
Norfolk      1.40                        5.21 205.01  0.90         4.83 189.95
Palmerston   1.39                        5.20 204.62  0.96         4.89 192.31
Varna        1.40                        5.21 205.01  0.90         4.83 189.95
Trenton      1.45                        5.26 206.98  1.00         4.93 193.89
Winchester   1.45                        5.26 206.98  1.35         5.28 207.67
North Gower  1.45                        5.26 206.98  1.35         5.28 207.67
Huron FOB    1.65                        5.46 214.85  0.97         4.90 192.71
Kent FOB     1.63                        5.44 214.06  0.90         4.83 189.95
Lamb FOB     1.59                        5.40 212.49  0.98         4.91 193.10
Mdsx FOB     1.65  1.65N/A   N/A         5.46 214.85  0.95         4.88 191.92
FOB SW Que   2.26                        6.07 238.87N/A
Track        1.83                        5.63 221.74N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                      1.11         5.04 198.22
Jhnstwn-Eth N/A    2.09  2.15  2.18                   1.57         5.50 216.33
Aylmer-Eth  N/A  N/A   N/A   N/A                      N/A
Sarn-Eth     1.60  1.75  1.75  1.75      5.41 212.88N/A
London-Ing  N/A  N/A   N/A     1.90                   1.30         5.23 205.70
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A    2.05  2.10N/A                      1.40         5.33 209.64
W O Feed     1.97                        5.78 227.45

US Rep       2.25                        6.06 238.47
Toledo El.   0.31                        4.11 161.93 -0.27         3.66 144.06

TRANSFER
Pt. Colb     1.60                        5.41 212.88  1.15         5.08 199.79
Prescott     1.96                        5.77 227.06  1.40         5.33209 5/8

MID SD CRN   1.37   1/2                  5.18 1/4
HI SD CRN    1.40                        5.20 3/4
*Wet Bid


Exchange rate was 1.3296 up 0.0013
Chicago soybeans closed slightly higher.

       MAR20   HI 8.88                NOV20    HI 9.27  1/4
              LOW 8.78                        LOW 9.18  1/4
             CLOSE8.80   Up  1/2            CLOSE 9.20  1/4  Up 2

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAR2+MAY2+MAY20
CK Low       2.43                     11.23 412.632.24      11.44 420.44
CK High      2.45                     11.25 413.372.25      11.45 420.81
CK Average   2.45                -0.3411.25 413.242.25 -0.5911.45 420.75
Essex Cty    2.45                     11.25 413.372.25      11.45 420.81
Mdsx Low     2.44                     11.24 413.002.22      11.42 419.71
Mdsx High    2.45                     11.25 413.372.25      11.45 420.81
Mdsx Average 2.45                -0.3411.25 413.182.24 -0.6011.44 420.26
Hensall      2.45                     11.25 413.372.25      11.45 420.81
Bruce        2.45                     11.25 413.372.25      11.45 420.81
Putnam       2.45                     11.25 413.372.25      11.45 420.81
Burford      2.51                     11.31 415.572.29      11.49 422.28
Port Perry   2.43                     11.23 412.632.21      11.41 419.34
Norfolk      2.45                     11.25 413.372.25      11.45 420.81
Palmerston   2.36                     11.16 410.062.22      11.42 419.71
Varna        2.45                     11.25 413.372.25      11.45 420.81
Trenton      2.40                     11.20 411.532.25      11.45 420.81
Winchester   2.45                     11.25 413.372.31      11.51 423.01
North Gower  2.26                     11.06 406.392.28      11.48 421.91
Huron FOB    2.60                     11.40 418.882.35      11.55 424.48
Kent FOB     2.65                     11.45 420.722.25      11.45 420.81
Lambton FOB  2.60                     11.40 418.882.40      11.60 426.32
Middlesex FOB2.56 2.63  N/A  N/A      11.36 417.412.34      11.54 424.11

PROCESSORS
Windsor      3.03                     11.83 434.682.57      11.77 432.57

TRANSFER
Hamilton     2.95                     11.75 431.742.70      11.90 437.34
Prescott      N/A                                 2.60      11.80 433.67
Port Colborne2.71                     11.51 422.922.75      11.95 439.18

Toledo El.   0.00                      8.80 323.34-0.40      8.80 323.48


Exchange rate was 1.3296 up 0.0013
Chicago wheat closed slightly higher.
MAR20      HI     5.63  3/4             JUL20   HI         5.60
           LOW    5.55  1/2                     LOW     5.53  1/2
           CLOSE  5.62   Up 4 3/4               CLOSE   5.58  1/4  Up 3 3/4

Minni wheat closed slightly higher.
MAR20      HI         5.37              SEP20   HI      5.62  3/4
           LOW        5.32                      LOW     5.59  1/4
           CLOSE  5.35  1/4  Up 3 1/2           CLOSE   5.62   Up 2 3/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.12          2.32            2.12          1.37
CAD $/bu              7.74          7.94            7.74          6.72
CAD $/tonne         284.34        291.66          284.34        246.84


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    1.30    N/A
London      1.97    2.37   1.90    N/A    1.49    1.76   1.29    N/A
Hensall     1.85    N/A    1.85    N/A    1.45    N/A    1.25    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.30    N/A
Bruce       1.90    2.15   1.90   1.85    1.50    1.70   1.30   1.25
Essex        N/A    N/A    1.90    N/A    N/A     N/A    1.30    N/A
Norwich     1.85    N/A    1.85    N/A    1.45    N/A    1.25    N/A
Port Hope    N/A    N/A    1.80    N/A    N/A     N/A    1.30    N/A
Kent Bridge 1.85    N/A    1.85    N/A    1.45    N/A    1.25    N/A
Chatham      N/A    N/A    1.90    N/A    N/A     N/A    1.30    N/A
Brigden      N/A    N/A    1.90    N/A    N/A     N/A    1.30    N/A
Palmerston   N/A    N/A    1.91   1.82    N/A     N/A    1.32   1.25
Varna       1.95    2.15   1.90    N/A    1.50    1.70   1.30    N/A
Mitchell    1.85    2.20   1.85    N/A    1.45    1.60   1.25    N/A
Thornton     N/A    N/A     N/A   2.18    N/A     N/A     N/A    N/A
North Gower  N/A    1.90   1.75   0.95    N/A     1.81   1.56   0.95
W O Feed                   2.53

TERMINAL
Port Colbor  N/A    N/A    2.30    N/A    N/A     N/A    1.69    N/A

PROCESSORS
Toledo FM    N/A    N/A    2.25    N/A    N/A     N/A    1.97    N/A

Toledo El. 5.77US         7.67CA        5.68US          7.55CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.64          1.90            1.64          1.05
CAD $/bu              7.22          7.49            7.22          6.67
CAD $/tonne         265.28        275.05          265.28        245.14

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

FEED GRAINS
FOB Hm Soymeal            431.45
DDG's FOB Srn & Aylm      230.00 - 235.00

---
Ontario Grain Market Commentary for February 5, 2020
By Todd Austin, Grain Farmers of Ontario

Wednesday, February 5, 2020
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT Mar 3.80¾ ↓ 3½ cents
Soybeans CBOT Mar 8.80 ↓ 13 cents
Wheat CBOT Mar 5.62 ↓ ¼ cent
Wheat Minn. Mar 5.35¼ ↓ ½ cent
Wheat Kansas Mar 4.73¾ ↑ 1¾ cents
Oats CBOT Mar 3.04½ ↓ 3¼ cents

Canadian $ Mar 0.7523 ↓ 53 points


CORN:
China looks set to  sell 2.96 million tonnes of corn from state reserves to ease food shortages in parts of their country. In an effort to control the spread of coronavirus, some local governments had imposed restrictions that have greatly limited feed and live animal transports.
Zimbabwe is permitting genetically modified corn to be imported in order to alleviate widespread food shortages.  This corn will be milled into corn meal, a national food staple, which is in short supply across the county. Zimbabwe will also ensure that the genetically modified corn does not enter national seed stocks.  Genetically modified corn is not grown in Sub-Saharan Africa except for South Africa.

SOYBEANS:
Soybean futures have risen in the month of February as the market recovers from recent lows. The gains are being tempered by fears that the coronavirus outbreak may limit demand.
Brazil’s soybean production is expected to increase by 8% from the previous year. Strong yields and acreage increases have led to projections of 124 million tonnes of soybeans this year. For comparison, the U.S. soybean production has been pegged at 97 million tonnes this year.

WHEAT:
French wheat exports are at a six-year high in January. Approximately 1.33 million tonnes were exported, despite strikes and associated stoppages at the ports causing shipment delays.  French wheat also represented the lowest bid offered to the latest GASC bid at $231.50 per tonne on a free-on-board basis, for 60,000 tonnes of wheat.
U.S. flour production has fallen to a seven-year low. Production by U.S. flour mills totalled 422,277,000 cwts or approximately 19.2 million tonnes. Production is down 1.1% from 2018. Based on the National Agricultural Statistics Service data, mills operated at an average of 83.2% of a six-day capacity in 2019, down from 84.7 from the previous year.

2019 cash prices for February 5, 2020, at the market close, are as follows:

SWW at $284.27/mt ($7.74/bu), HRW at $291.59/mt ($7.94/bu),
HRS at $246.78/mt ($6.72/bu), and SRW at $284.27/mt ($7.74/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

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This Farm Market News product is sponsored by:
Grain Farmers of Ontario


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