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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Mar 4 15:42:10 EST 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, March 4
(All Bases in CAD)
Exchange rate was 1.3399 up 0.0018
Chicago corn closed slightly higher.

      MAY20   HI 3.86  3/4                    DEC20    HI 3.86  3/4
             LOW 3.79                                 LOW 3.82  1/4
            CLOSE3.85   Up 3 3/4                    CLOSE 3.85  1/2  Up 1

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +MAY20+JUL20+JUL20
CK Low       1.40                        5.25 206.68  0.90         4.76 187.20
CK High      1.40                        5.25 206.68  0.90         4.76 187.20
CK Avg       1.40                   0.07 5.25 206.68  0.90 -0.31   4.76 187.20
Essex Cty    1.40                        5.25 206.68  0.90         4.76 187.20
Mdsx Low     1.40                        5.25 206.68  0.90         4.76 187.20
Mdsx High    1.40                        5.25 206.68  0.90         4.76 187.20
Mdsx Avg     1.40                   0.07 5.25 206.68  0.90 -0.31   4.76 187.20
Hensall      1.43                        5.28 207.67  0.93         4.78 188.18
Bruce        1.40                        5.25 206.68  0.90         4.76 187.20
Putnam       1.40                        5.25 206.68  0.90         4.76 187.20
Burford      1.40                        5.25 206.68  0.90         4.76 187.20
Port Perry   1.40                        5.25 206.68  0.95         4.81 189.16
Norfolk      1.40                        5.25 206.68  0.90         4.76 187.20
Palmerston   1.44                        5.29 208.26  0.99         4.85 190.74
Varna        1.40                        5.25 206.68  0.95         4.81 189.16
Trenton      1.45                        5.30 208.65  1.00         4.86 191.13
Winchester   1.45                        5.30 208.65  1.41         5.27 207.27
North Gower  1.48                        5.33 209.83  1.42         5.28 207.67
Huron FOB    1.62                        5.47 215.34  0.95         4.81 189.16
Kent FOB     1.65                        5.50 216.53  1.00         4.86 191.13
Lamb FOB     1.67                        5.52 217.31  1.05         4.91 193.10
Mdsx FOB     1.60  1.60N/A   N/A         5.45 214.56  1.00         4.86 191.13
FOB SW Que   2.18                        6.03 237.39N/A
Track        1.85                        5.70 224.20N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                      1.43         5.29 208.06
Aylmer-Eth  N/A  N/A   N/A   N/A                      N/A
Sarn-Eth    N/A  N/A     1.75N/A                    N/A
London-Ing  N/A  N/A     1.95N/A                      1.30         5.16 202.94
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         5.26 206.88
W O Feed     2.01                        5.86 230.86

US Rep       2.31                        6.16 242.51
Toledo El.   0.27                        4.12 162.12 -0.27         3.59 141.21

TRANSFER
Pt. Colb     1.60                        5.45 214.56  1.15         5.01 197.04
Prescott     2.05                        5.90 232.27  1.50         5.36210 4/5


HI SD CRN    1.40                        5.25
*Wet Bid


Exchange rate was 1.3399 up 0.0018
Chicago soybeans closed mixed.

       MAY20   HI 9.11                NOV20    HI 9.23  3/4
              LOW 9.03  1/2                   LOW 9.16
             CLOSE9.07  1/4  Up 3 3/4       CLOSE 9.17  1/2  Down 1 3/4

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt U.S.  $/bu  $/mt BasisU.S.  $/bu  $/mt
ELEVATORS         +MAY2+MAY2+JUL20
CK Low       2.55                     11.62 427.052.35      11.53 423.47
CK High      2.65                     11.72 430.732.40      11.58 425.31
CK Average   2.58                -0.3711.66 428.282.38 -0.5611.55 424.45
Essex Cty    2.65                     11.72 430.732.40      11.58 425.31
Mdsx Low     2.55                     11.62 427.052.34      11.52 423.10
Mdsx High    2.56                     11.63 427.422.35      11.53 423.47
Mdsx Average 2.56                -0.3911.63 427.242.35 -0.5811.52 423.29
Hensall      2.55                     11.62 427.052.35      11.53 423.47
Bruce        2.55                     11.62 427.052.35      11.53 423.47
Putnam       2.55                     11.62 427.052.35      11.53 423.47
Burford      2.63                     11.70 429.992.41      11.59 425.68
Port Perry   2.55                     11.62 427.052.33      11.51 422.74
Norfolk      2.65                     11.72 430.732.40      11.58 425.31
Palmerston   2.62                     11.69 429.632.41      11.59 425.68
Varna        2.55                     11.62 427.052.35      11.53 423.47
Trenton      2.60                     11.67 428.892.40      11.58 425.31
Winchester   2.55                     11.62 427.052.50      11.68 428.98
North Gower  2.48                     11.55 424.482.36      11.54 423.84
Huron FOB    2.75                     11.82 434.402.35      11.53 423.47
Kent FOB     2.75                     11.82 434.402.35      11.53 423.47
Lambton FOB  2.75                     11.82 434.402.50      11.68 428.98
Middlesex FOB2.75 2.75  N/A  N/A      11.82 434.402.46      11.64 427.51

PROCESSORS
Windsor      3.15                     12.22 449.102.65      11.83 434.49

TRANSFER
Hamilton     3.10                     12.17 447.262.85      12.03 441.84
Prescott      N/A                                 2.60      11.78 432.66
Port Colborne3.03                     12.10 444.692.87      12.05 442.58

Toledo El.   0.04                      9.11 334.83-0.40      8.77 322.35


Exchange rate was 1.3399 up 0.0018
Chicago wheat closed slightly to moderately lower.
MAY20      HI     5.26  1/4             JUL20   HI      5.26  3/4
           LOW    5.16  3/4                     LOW        5.18
           CLOSE  5.18  1/4  Down 9             CLOSE   5.19  1/2  Down 8

Minni wheat closed slightly lower.
MAY20      HI     5.34  3/4             SEP20   HI         5.55
           LOW        5.28                      LOW     5.46  3/4
           CLOSE  5.29  1/4  Down 4 3/4         CLOSE   5.48   Down 4 1/2

GFO Cash Wheat Prices - DEL Terminal
Harvest 19        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 2.03          2.23            2.03          1.40
CAD $/bu              7.21          7.41            7.21          6.69
CAD $/tonne         265.00        272.39          265.00        245.80


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      1.89    2.16   1.75    N/A    1.42    1.69   1.22    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    2.10   1.90   1.85    1.45    1.65   1.25   1.25
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    1.85    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    2.30   1.90   1.87    N/A     1.66   1.26   1.26
Varna       1.95    2.10   1.85    N/A    1.45    1.65   1.25    N/A
Mitchell    1.85    2.10   1.85    N/A    1.45    1.60   1.25    N/A
Thornton     N/A    N/A     N/A   1.72    N/A     N/A     N/A    N/A
North Gower  N/A    2.02   1.87   0.95    N/A     1.82   1.57   0.95
W O Feed                   2.43

TERMINAL
Port Colbor  N/A    N/A    2.22    N/A    N/A     N/A    1.62    N/A

PROCESSORS
Toledo FM    N/A    N/A    2.10    N/A    N/A     N/A    1.90    N/A

Toledo El. 5.33US         7.15CA        5.30US          7.10CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.57          1.84            1.57          1.13
CAD $/bu              6.76          7.03            6.76          6.61
CAD $/tonne         248.49        258.34          248.49        242.82

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

FEED GRAINS
FOB Hm Soymeal            481.61
DDG's FOB Srn & Aylm      230.00 - 235.00


Ontario Grain Market Commentary for March 4, 2020
By Todd Austin, Grain Farmers of Ontario

Wednesday, March 4, 2020
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT May    3.85 ↑   10½   cents
Soybeans CBOT May    9.07¼ ↑   15¼ cents
Wheat CBOT May    5.18¼ ↓   17½   cents
Wheat Minn. May    5.29¼ ↓   ¾   cent
Wheat Kansas May    4.53¼ ↓    6 cents
Oats CBOT May    2.70¾ ↓    15 cents

Canadian $ Mar    0.7464 ↓    48 points


CORN:
Corn planting in the state of Mato Grosso, Brazil was at 92% as of the end of February, 2020. This is well above the five-year average of 88 per cent. It is expected that 12.6 million acres will be planted. This figure is an increase of 5% from last year. Corn production in this state is estimated to be 32.4 million tonnes.
Corn consumption is likely to increase to 5.8 million tonnes in Peru this year. Peru’s poultry industry continues to grow, which in turn increases feed usage.  In order to meet this feed demand, corn imports are expected to be 3.9 million tonnes.

SOYBEANS:
As of the end of February, 2020, Brazil has sold 1.3 million tonnes of soybeans. One million tonnes are from the 2019/2020 harvest and 300,000 tonnes are for the 2020/2021 harvest. It is expected that Brazil may export up to 10 million tonnes of soybeans throughout the month of March, with 60% of this destined for China.
Brazilian harvest is approximately 43% complete as harvest progresses in some of the drier areas of Brazil. Last year, harvest was 56% complete by this time.
In Argentina, the government has suspended any new export registrations. The government is looking to increase commodity export taxes on soybeans from 30% to 33% in an effort to increase revenue ahead of a planned sovereign bond restructuring.

WHEAT:
World wheat production is expected to increase to 766 million tonnes in 2020/2021.  World consumption is likely to increase as well. Global production has outpaced consumption in recent years, resulting in significant inventories and lower grain prices.
The Ukraine has exported 16 million tonnes of wheat in the first half of the 2019/2020 marketing year. The main buyers were Indonesia, Turkey, and China.
During the past February, (2020) French soft wheat shipments outside of the EU totaled 1.46 million tonnes. This represents the largest February shipment volume in over a decade. Of this volume 122,000 tonnes were shipped to China. Other export destinations included Algeria and Morocco.

2019 cash prices for March 4, 2020, at the market close, are as follows:

SWW at $264.98/mt ($7.21/bu), HRW at $272.36/mt ($7.41/bu),
HRS at $245.78/mt ($6.69/bu), and SRW at $264.98/mt ($7.21/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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