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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Jan 29 15:21:08 EST 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, January 29
(All Bases in CAD)
Exchange rate was 1.3198 up 0.0029
Chicago corn closed slightly lower.

      MAR20   HI 3.88  1/4                    DEC20    HI 3.98  1/2
             LOW 3.82  3/4                            LOW 3.94  1/4
            CLOSE3.84  1/4  Down 2 1/4              CLOSE 3.95  1/4  Down 2 1/4

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +MAR20+MAY20+MAY20
CK Low       1.35                        5.19 204.42  0.85         4.80 189.07
CK High      1.35                        5.19 204.42  0.95         4.90 193.00
CK Avg       1.35                   0.09 5.19 204.42  0.88 -0.29   4.83 190.05
Essex Cty    1.35                        5.19 204.42  0.85         4.80 189.07
Mdsx Low     1.35                        5.19 204.42  0.85         4.80 189.07
Mdsx High    1.35                        5.19 204.42  0.85         4.80 189.07
Mdsx Avg     1.35                   0.09 5.19 204.42  0.85 -0.31   4.80 189.07
Hensall      1.38                        5.22 205.40  0.88         4.83 190.05
Bruce        1.35                        5.19 204.42  0.85         4.80 189.07
Putnam       1.35                        5.19 204.42  0.85         4.80 189.07
Burford      1.35                        5.19 204.42  0.85         4.80 189.07
Port Perry   1.35                        5.19 204.42  0.95         4.90 193.00
Norfolk      1.35                        5.19 204.42  0.85         4.80 189.07
Palmerston   1.36                        5.20 204.81  0.92         4.87 191.82
Varna        1.35                        5.19 204.42  0.85         4.80 189.07
Trenton      1.45                        5.29 208.36  1.00         4.95 194.97
Winchester   1.45                        5.29 208.36  1.30         5.25 206.78
North Gower  1.43                        5.27 207.57  1.35         5.30 208.75
Huron FOB    1.55                        5.39 212.29  0.87         4.82 189.85
Kent FOB     1.53                        5.37 211.51  0.85         4.80 189.07
Lamb FOB     1.55                        5.39 212.29  1.00         4.95 194.97
Mdsx FOB     1.55  1.55N/A   N/A         5.39 212.29  0.90         4.85 191.03
FOB SW Que   2.23                        6.07 239.06N/A
Track        1.78                        5.62 221.35N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                      1.06         5.01 197.33
Jhnstwn-Eth N/A  N/A   N/A     1.89                   1.39         5.34 210.32
Aylmer-Eth  N/A    1.60N/A   N/A                      1.05         5.00 196.94
Sarn-Eth     1.60  1.60N/A   N/A         5.44 214.26N/A
London-Ing  N/A  N/A   N/A   N/A                      1.30         5.25 206.78
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A  N/A     2.00  2.00                   1.40         5.35 210.72
W O Feed     1.92                        5.76 226.78

US Rep       2.22                        6.06 238.67
Toledo El.   0.30                        4.15 163.22 -0.26         3.69 145.21

TRANSFER
Pt. Colb     1.60                        5.44 214.26  1.15         5.10 200.88
Prescott     1.85                        5.69 224.10  1.40         5.35210 5/7

MID SD CRN   1.35                        5.19 1/4
HI SD CRN    1.35                        5.19 1/4
*Wet Bid


Exchange rate was 1.3198 up 0.0029
Chicago soybeans closed slightly lower.

       MAR20   HI 9.03                NOV20    HI 9.38  1/2
              LOW 8.90  3/4                   LOW 9.27  1/4
             CLOSE8.93   Down 2             CLOSE 9.29  1/2  Down 1

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAR2+MAR2+MAY20
CK Low       2.25                     11.18 410.792.15      11.45 420.53
CK High      2.30                     11.23 412.632.20      11.50 422.37
CK Average   2.28                -0.4411.21 411.902.18 -0.6011.48 421.70
Essex Cty    2.30                     11.23 412.632.20      11.50 422.37
Mdsx Low     2.25                     11.18 410.792.15      11.45 420.53
Mdsx High    2.29                     11.22 412.262.17      11.47 421.27
Mdsx Average 2.27                -0.4411.20 411.532.16 -0.6111.46 420.90
Hensall      2.28                     11.21 411.712.18      11.47 421.45
Bruce        2.25                     11.18 410.792.15      11.45 420.53
Putnam       2.25                     11.18 410.792.15      11.45 420.53
Burford      2.36                     11.29 414.842.24      11.54 423.84
Port Perry   2.28                     11.21 411.902.16      11.46 420.90
Norfolk      2.30                     11.23 412.632.20      11.50 422.37
Palmerston   2.33                     11.26 413.732.15      11.45 420.53
Varna        2.30                     11.23 412.632.20      11.50 422.37
Trenton      2.25                     11.18 410.792.15      11.45 420.53
Winchester   2.30                     11.23 412.632.30      11.60 426.04
North Gower  2.26                     11.19 411.162.28      11.58 425.31
Huron FOB    2.45                     11.38 418.142.30      11.60 426.04
Kent FOB     2.50                     11.43 419.982.20      11.50 422.37
Lambton FOB  2.40                     11.33 416.312.35      11.65 427.88
Middlesex FOB2.44 2.44  N/A  N/A      11.37 417.782.27      11.57 424.94

PROCESSORS
Windsor      2.72                     11.65 428.062.51      11.81 433.76

TRANSFER
Hamilton     2.80                     11.73 431.002.65      11.95 438.90
Prescott      N/A                                 2.50      11.80 433.39
Port Colborne2.66                     11.59 425.862.68      11.98 440.01

Toledo El.   0.00                      8.93 328.12-0.40      8.90 326.99


Exchange rate was 1.3198 up 0.0029
Chicago wheat closed slightly to moderately lower.
MAR20      HI     5.73  1/4             JUL20   HI      5.70  3/4
           LOW        5.61                      LOW     5.59  1/4
           CLOSE  5.62  1/4  Down 7 1/2         CLOSE   5.60  1/2  Down 6 3/4

Minni wheat closed slightly to moderately lower.
MAR20      HI         5.44              SEP20   HI         5.65
           LOW    5.35  1/4                     LOW        5.63
           CLOSE  5.35  3/4  Down 6 1/2         CLOSE   5.63   Down 5 3/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.06          2.26            2.06          1.32
CAD $/bu              7.68          7.88            7.68          6.67
CAD $/tonne         282.35        289.63          282.35        245.26


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    1.25    N/A
London      1.91    2.30   1.91    N/A    1.44    1.71   1.25    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       1.85    2.10   1.85   1.80    1.45    1.65   1.20   1.20
Essex        N/A    N/A    1.85    N/A    N/A     N/A    1.25    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    1.75    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    1.85    N/A    N/A     N/A    1.25    N/A
Brigden      N/A    N/A    1.85    N/A    N/A     N/A    1.25    N/A
Palmerston   N/A    N/A    1.87   1.78    N/A     N/A    1.28   1.21
Varna       1.95    2.25   1.85    N/A    1.45    1.65   1.25    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   2.13    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    2.24    N/A    N/A     N/A    1.64    N/A

PROCESSORS
Toledo FM    N/A    N/A    2.19    N/A    N/A     N/A    1.92    N/A

Toledo El. 5.77US         7.62CA        5.71US          7.53CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.59          1.86            1.53          1.01
CAD $/bu              7.20          7.46            7.13          6.64
CAD $/tonne         264.50        274.20          262.07        243.89

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

FEED GRAINS
FOB Hm Soymeal            441.04
DDG's FOB Srn & Aylm      215.00 - 235.00

---
Ontario Grain Market Commentary for January 29, 2020
By Todd Austin, Grain Farmers of Ontario

Wednesday, January 29, 2020

COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT Mar 3.84¼ ↓ 4½   cents
Soybeans CBOT Mar 8.93 ↓ 20¾ cents
Wheat CBOT Mar 5.62¼ ↓ 15½   cents
Wheat Minn. Mar 5.35¾ ↓ 19¾ cents
Wheat Kansas Mar 4.72 ↓ 20½   cents
Oats CBOT Mar 3.07¾ ↓ 5½   cents

Canadian $ Mar 0.7576 ↓ 31   points

CORN:
The South African corn crop is expected to reach 2.5 million hectares (6.2 million acres). Corn production could reach 13.3 million tonnes. This should indicate that South Africa has enough corn to meet local demand and allow for exports as well.
U.S. corn demand has improved recently. According to traders, U.S. corn prices are low in comparison to their competitors. Private exporters have sold 124,335 tonnes of U.S. corn to Mexico and 141,000 tonnes to unknown destinations.

SOYBEANS:
Soybean futures are trading at their weakest since mid-December. There are fears that the Coronavirus outbreak in China may curb demand. Such fears are weighing heavily on commodity markets in general. U.S. soybean export inspections were down this past week but were in line with trade expectations.
Brazil’s soybean acreage has been forecast to be 91.2 million acres, and if the weather cooperates, Brazil is expected to overtake the U.S. as the world’s largest producer of soybeans.

WHEAT:
Over the past few months China has purchased approximately 1 million tonnes of wheat from Australia, Canada, and France as part of its 9.6 million tonne annual wheat quota that China allocates to buyers. The most recent purchase was for 400,000 tonnes from Australia. This was surprising given the recent trade agreement between the U.S. and China, in addition to Australian wheat having strong premiums to global wheat prices.
Australia’s major exporting states have exported just over 3 million tonnes of wheat since October. This is almost at the halfway mark of their exportable surplus of wheat for this marketing year.

2019 cash prices for January 29, 2020, at the market close, are as follows:

SWW at $282.40/mt ($7.69/bu), HRW at $289.68/mt ($7.88/bu),
HRS at $245.30/mt ($6.68/bu), and SRW at $282.40/mt ($7.69/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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Grain Farmers of Ontario




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