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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Nov 4 15:28:56 EST 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, November 4
(All Bases in CAD)
Exchange rate was 1.3135 down 0.0030
Chicago corn closed slightly to moderately higher.

      DEC20   HI 4.06                         DEC21    HI 3.93  1/2
             LOW 3.96  1/2                            LOW 3.87  1/2
            CLOSE4.05  1/4  Up 4 1/4                CLOSE 3.93  1/4  Up 3 1/2

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt U.S. $/bu   $/mt Cntrct U.S.   $/bu   $/mt
ELEVATORS        +MAR21+MAR21+MAR21
CK Low       1.25                        5.30 208.75  0.90         4.83 190.25
CK High      1.30                        5.35 210.72  0.90         4.83 190.25
CK Avg       1.28                   0.01 5.34 210.06  0.90 -0.25   4.83 190.25
Essex Cty    1.30                        5.35 210.72  0.90         4.83 190.25
Mdsx Low     1.25                        5.30 208.75  0.90         4.83 190.25
Mdsx High    1.30                        5.35 210.72  0.90         4.83 190.25
Mdsx Avg     1.28                   0.00 5.33 209.73  0.90 -0.25   4.83 190.25
Hensall      1.30                        5.35 210.72  0.92         4.85 190.90
Bruce        1.30                        5.35 210.72  0.90         4.83 190.25
Putnam       1.25                        5.30 208.75  0.90         4.83 190.25
Burford      1.30                        5.35 210.72  0.90         4.83 190.25
Port Perry   1.40                        5.45 214.66  0.95         4.88 192.22
Norfolk      1.30                        5.35 210.72  0.90         4.83 190.25
Palmerston   1.26                        5.31 209.14  0.85         4.78 188.28
Varna        1.30                        5.35 210.72  0.90         4.83 190.25
Trenton      1.55                        5.60 220.56  1.00         4.93 194.18
Winchester   1.55                        5.60 220.56  1.25         5.18 204.03
North Gower  1.46                        5.51 217.02  1.28         5.21 205.21
Vankleek Hil 1.39                        5.44 214.26  1.04         4.97 195.76
Huron FOB    1.33  1.41  1.43N/A         5.38 211.90N/A
Kent FOB     1.45                        5.50 216.62  0.95         4.88 192.22
Lamb FOB     1.35                        5.40 212.69  1.00         4.93 194.18
Mdsx FOB     1.40  1.50  1.55  1.60      5.45 214.66N/A
FOB SW Que   1.75                        5.80 228.43N/A
Track        1.71                        5.76 226.66N/A
PROCESSORS
Chat-Eth    N/A  N/A     1.55  1.60                   1.04         4.97 195.76
Jhnstwn-Eth N/A    1.54  1.61  1.66                   1.37         5.30 208.75
Aylmer-Eth   1.60  1.68  1.70  1.75      5.65 222.53  1.20         5.13 202.06
Sarn-Eth     1.55  1.60  1.70N/A         5.60 220.56N/A
London-Ing  N/A    1.70  1.75  1.80                   1.25         5.18 204.03
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing   1.75N/A     1.75  1.80      5.80 228.43  1.38         5.31 209.14
W O Feed     1.81                        5.86 230.72

US Rep       1.92                        5.97 235.13
Toledo El.   0.00                        4.05 159.54 -0.26         3.67 144.49

TRANSFER
Pt. Colb     1.70                        5.75 226.47  1.00         4.93 194.18
Prescott     1.78                        5.83 229.62  1.38         5.31 209.14


HI SD CRN    1.30                        5.35 1/4
*Wet Bid


Exchange rate was 1.3135 down 0.0030
Chicago soybeans closed moderately higher to higher.

      JAN21   HI 10.88                   NOV21     HI 9.91  1/2
             LOW 10.55  3/4                       LOW 9.73  1/4
            CLOSE10.86  1/4  Up 22              CLOSE 9.90  1/2  Up 11 3/4

            OLD CROP                                  NEW CROP
Location    Basis  1mt   2mt   3mt  U.S.  $/bu   $/mt Basis  U.S.   $/bu   $/mt
ELEVATORS        +JAN21+JAN21+MAR21
CK Low      2.90                         13.76 505.69  2.40        12.31 452.13
CK High     3.00                         13.86 509.36  2.50        12.41 455.81
CK Average  2.92                   -0.37 13.78 506.42  2.43 -0.50  12.33 453.11
Essex Cty   2.80                         13.66 502.01  2.40        12.31 452.13
Mdsx Low    2.90                         13.76 505.69  2.40        12.31 452.13
Mdsx High   2.91                         13.77 506.05  2.43        12.34 453.23
Mdsx Average2.91                   -0.38 13.77 505.87  2.42 -0.51  12.32 452.68
Hensall     2.93                         13.80 506.91  2.40        12.31 452.13
Bruce       2.95                         13.81 507.52  2.40        12.31 452.13
Putnam      2.90                         13.76 505.69  2.40        12.31 452.13
Burford     3.00                         13.86 509.36  2.49        12.40 455.44
Port Perry  2.92                         13.78 506.42  2.41        12.32 452.50
Norfolk     2.90                         13.76 505.69  2.40        12.31 452.13
Palmerston  3.00                         13.86 509.36  2.54        12.45 457.28
Varna       2.95                         13.81 507.52  2.40        12.31 452.13
Trenton     2.95                         13.81 507.52  2.50        12.41 455.81
Winchester  3.08                         13.94 512.30  2.69        12.60 462.79
North Gower 3.03                         13.89 510.46  2.63        12.54 460.58
Vankleek Hil2.84                         13.70 503.48  2.55        12.46 457.64
Huron FOB   2.92  3.12  2.87  N/A        13.78 506.42  N/A
Kent FOB    3.05                         13.91 511.20  2.40        12.31 452.13
Lambton FOB 3.10                         13.96 513.03  2.45        12.36 453.97
Mdsx FOB    3.18  3.32  2.99  3.03       14.04 515.97  2.57        12.48 458.38

PROCESSORS
Windsor     3.04                         13.90 510.83  2.60        12.51 459.48

TRANSFER
Hamilton    3.50                         14.36 527.73  2.80        12.71 466.83
Prescott    3.10                         13.96 513.03  2.82        12.73 467.56
Port Colborn3.53                         14.39 528.83  N/A

Toledo El.  0.00                         10.86 399.13 -0.46        9.45  347.08


Exchange rate was 1.3135 down 0.0030
Chicago wheat closed narrowly mixed.
DEC20      HI     6.10  1/2             JUL21   HI      6.04  3/4
           LOW    5.97  3/4                     LOW     5.94  1/4
           CLOSE  6.06   Down 2                 CLOSE   6.03  3/4  Up 1 3/4

Minni wheat closed slightly higher.
DEC20      HI     5.58  1/2             SEP21   HI         5.86
           LOW        5.48                      LOW     5.77  1/2
           CLOSE  5.57   Up 4 3/4               CLOSE   5.85  1/2  Up 4 1/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.44          1.64            1.44          1.29
CAD $/bu              7.50          7.70            7.50          6.86
CAD $/tonne         275.57        282.81          275.57        251.92


Direct MarkHarvest 2020                 Harvest 2021
           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    1.15    N/A    N/A     N/A    1.15    N/A
London      1.26    1.33   1.07    N/A    1.51    1.51   1.11    N/A
Hensall     1.35    N/A    1.15    N/A    1.40    N/A    1.15    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.20    N/A
Bruce       1.35    1.35   1.15   1.40    1.30    1.35   1.15   1.25
Essex        N/A    N/A    1.15    N/A    N/A     N/A    1.15    N/A
Norwich     1.35    N/A    1.15    N/A    1.40    N/A    1.15    N/A
Port Hope    N/A    N/A    1.15    N/A    N/A     N/A    1.15    N/A
Kent Bridge 1.35    N/A    1.15    N/A    1.40    N/A    1.15    N/A
Chatham      N/A    N/A    1.15    N/A    N/A     N/A    1.15    N/A
Brigden      N/A    N/A    1.15    N/A    N/A     N/A    1.20    N/A
Palmerston   N/A    1.30   1.14   1.15    N/A     1.48   1.15   0.93
Varna       1.35    1.35   1.15    N/A    1.35    1.35   1.15    N/A
Mitchell    1.35    1.40   1.15    N/A    1.40    1.45   1.15    N/A
Thornton     N/A    N/A     N/A   1.56    N/A     N/A     N/A    N/A
North Gower  N/A    1.35   1.20   0.90    N/A     1.62   1.32   0.90
W O Feed                   1.75

TERMINAL
Port Colbor  N/A    N/A    1.66    N/A    N/A     N/A    1.55    N/A

PROCESSORS
Toledo FM    N/A    N/A    1.90    N/A    N/A     N/A    2.01    N/A

Toledo El. 5.86US         7.70CA        5.99US          7.85CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 21        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.61          1.74            1.44          1.04
CAD $/bu              7.64          7.78            7.47          6.89
CAD $/tonne         280.89        285.71          274.63        253.30

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

FEED GRAINS
FOB Hm Soymeal            618.08
DDG's FOB Srn & Aylm      280.00 - 285.00

---

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


Wednesday, November 4, 2020
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT Dec     4.05 ¼ ↑   3 ¾ Cents
Soybeans CBOT Jan     10.76 ¼ ↑   31 ½ Cents
Wheat CBOT Dec     6.06 ↓     2 ¾ Cents
Wheat Minn. Dec     5.57 ↑     5 Cents
Wheat Kansas Dec     5.59 ¾ ↑     16 ½ Cents
Oats CBOT Dec     2.96 ¾ ↑      ¾ Cents
Canadian $ Sept    0.7617 ↑   95 Points


CORN:
82% of the U.S. corn crop has been harvested, up 10% from the past week. Michigan harvest is 53% complete while Ohio has completed 41% of their corn crop.
According to the Asian Times Financial, China is considering permits for a million of tonnes of additional corn imports over the coming year due to a huge and growing demand for animal feed in China. Such new orders would place China as the world's top corn importer and could drive up global prices for corn and other grains.

SOYBEANS:
The U.S. soybean crop is 87% complete, ahead of the five-year average of 83%. Closer to home, Michigan soybean harvest is 79% finished and Ohio is 77% complete.
Brazilian farmers are trying to make up for lost time, working as quickly as possible to get their soybeans planted as quickly as possible. In Mato Grosso, farmers started planting on October 25 and plan to be finished by the end of the first week of November. In Parana, the department of Rural Economics reported that 61% of expected soybean acres have been planted. This is an increase of 29% from the previous week.

WHEAT:
The U.S. winter wheat crop national ratings are at their lowest in 20 years. The wheat crop is rated 43% good-to-excellent. These low ratings are attributed to drought conditions over much of the central and southern Plains.
China recently sold 2.7 million tonnes of wheat from state reserves. With increasingly high corn prices and tight supplies, feed buyers were stocking up on wheat as a substitute for corn.
2020 crop year prices for October 21, 2020, at the market close, are as follows:

SWW at $275.46/mt ($7.50/bu), HRW at $282.69/mt ($7.69/bu) + protein,
HRS at $ 251.82/mt ($6.85/bu) + protein, and SRW at $275.46/mt ($7.50/bu).

We offer on farm bids for 2020 wheat 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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