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

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Nov 11 15:25:59 EST 2020


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, November 11
(All Bases in CAD)
Exchange rate was 1.307 up 0.0065
Chicago corn closed slightly to moderately lower.

      DEC20   HI 4.28                         DEC21    HI 4.08
             LOW 4.16  1/4                            LOW 4.02  3/4
            CLOSE4.17  1/4  Down 5 3/4              CLOSE 4.05  1/4  Down  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                        5.42 213.47  0.90         4.95 194.97
CK High      1.25                        5.42 213.47  0.90         4.95 194.97
CK Avg       1.25                  -0.02 5.42 213.47  0.90 -0.26   4.95 194.97
Essex Cty    1.25                        5.42 213.47  0.90         4.95 194.97
Mdsx Low     1.25                        5.42 213.47  0.90         4.95 194.97
Mdsx High    1.25                        5.42 213.47  0.90         4.95 194.97
Mdsx Avg     1.25                  -0.02 5.42 213.47  0.90 -0.26   4.95 194.97
Hensall      1.27                        5.44 214.13  0.92         4.97 195.63
Bruce        1.30                        5.47 215.44  0.95         5.00 196.94
Putnam       1.25                        5.42 213.47  0.90         4.95 194.97
Burford      1.30                        5.47 215.44  0.90         4.95 194.97
Port Perry   1.35                        5.52 217.41  1.00         5.05 198.91
Norfolk      1.25                        5.42 213.47  0.90         4.95 194.97
Palmerston   1.27                        5.44 214.26  0.84         4.89 192.61
Varna        1.25                        5.42 213.47  0.90         4.95 194.97
Trenton      1.45                        5.62 221.35  0.95         5.00 196.94
Winchester   1.55                        5.72 225.28  1.25         5.30 208.75
North Gower  1.45                        5.62 221.35  1.25         5.30 208.75
Vankleek Hil 1.38                        5.55 218.59  1.03         5.08 200.09
Huron FOB    1.31  1.48  1.50  1.53      5.48 215.84N/A
Kent FOB     1.35                        5.52 217.41  0.95         5.00 196.94
Lamb FOB     1.43                        5.60 220.56  1.00         5.05 198.91
Mdsx FOB     1.35  1.50  1.55  1.65      5.52 217.41N/A
FOB SW Que   1.71                        5.88 231.58N/A
Track        1.71                        5.88 231.39N/A
PROCESSORS
Chat-Eth    N/A  N/A     1.56  1.62                   1.08         5.13 202.06
Jhnstwn-Eth N/A    1.56  1.62  1.67                   1.34         5.39 212.29
Aylmer-Eth   1.60  1.70  1.73  1.77      5.77 227.25  1.20         5.25 206.78
Sarn-Eth     1.55  1.60  1.70N/A         5.72 225.28N/A
London-Ing  N/A  N/A     1.75  1.80                   1.25         5.30 208.75
Pt.Colb-Ing N/A  N/A   N/A   N/A                    N/A
Cardnl-Ing  N/A  N/A   N/A   N/A                      1.30         5.35 210.72
W O Feed     1.83                        6.00 236.31

US Rep       1.93                        6.10 240.24
Toledo El.  -0.07                        4.11 161.69 -0.26         3.79 149.27

TRANSFER
Pt. Colb     1.70                        5.87 231.19  1.00         5.05 198.91
Prescott     1.70                        5.87 231.19  1.37         5.42 213.47


HI SD CRN    1.25                        5.42 1/4
*Wet Bid


Exchange rate was 1.307 up 0.0065
Chicago soybeans closed slightly higher.

      JAN21   HI 11.62  1/4              NOV21     HI 10.32  3/4
             LOW 11.45                            LOW 10.21  3/4
            CLOSE11.52  1/2  Up 6 1/2           CLOSE 10.32   Up 7 1/4

            OLD CROP                                  NEW CROP
Location    Basis  1mt   2mt   3mt  U.S.  $/bu   $/mt Basis  U.S.   $/bu   $/mt
ELEVATORS        +JAN21+JAN21+MAR21
CK Low      2.91                         14.44 530.40  2.38        12.70 466.65
CK High     3.00                         14.53 533.70  2.45        12.77 469.22
CK Average  2.97                   -0.44 14.49 532.54  2.44 -0.54  12.76 468.79
Essex Cty   2.90                         14.43 530.03  2.45        12.77 469.22
Mdsx Low    2.92                         14.45 530.76  2.39        12.71 467.01
Mdsx High   2.95                         14.48 531.87  2.45        12.77 469.22
Mdsx Average2.94                   -0.46 14.46 531.31  2.42 -0.55  12.74 468.11
Hensall     2.98                         14.51 533.09  2.45        12.77 469.22
Bruce       2.85                         14.38 528.19  2.40        12.72 467.38
Putnam      2.95                         14.48 531.87  2.45        12.77 469.22
Burford     2.99                         14.52 533.33  2.46        12.78 469.58
Port Perry  2.91                         14.44 530.40  2.38        12.70 466.65
Norfolk     3.00                         14.53 533.70  2.45        12.77 469.22
Palmerston  3.13                         14.66 538.48  2.55        12.87 472.89
Varna       3.00                         14.53 533.70  2.45        12.77 469.22
Trenton     2.85                         14.38 528.19  2.30        12.62 463.71
Winchester  3.14                         14.67 538.85  2.63        12.95 475.83
North Gower 2.90                         14.43 530.03  2.50        12.82 471.05
Vankleek Hil2.87                         14.40 528.93  2.54        12.86 472.52
Huron FOB   3.01  3.28  3.10  3.05       14.54 534.07  N/A
Kent FOB    3.10                         14.63 537.38  2.45        12.77 469.22
Lambton FOB 3.10                         14.63 537.38  2.50        12.82 471.05
Mdsx FOB    3.18  3.24  3.24  3.24       14.71 540.32  2.52        12.84 471.79

PROCESSORS
Windsor     3.18                         14.71 540.32  2.65        12.97 476.57

TRANSFER
Hamilton    3.55                         15.08 553.91  2.85        13.17 483.91
Prescott    3.14                         14.67 538.85  2.80        13.12 482.08
Port Colborn3.52                         15.05 552.81  N/A

Toledo El.  -0.07                        11.46 421.07 -0.46        9.86  362.42


Exchange rate was 1.307 up 0.0065
Chicago wheat closed moderately lower.
DEC20      HI     6.13  1/2             JUL21   HI      6.17  1/4
           LOW    5.95  1/2                     LOW     6.01  1/2
           CLOSE  5.98   Down 10 1/2            CLOSE   6.04  3/4  Down 9

Minni wheat closed slightly to moderately lower.
DEC20      HI     5.65  3/4             SEP21   HI         5.98
           LOW    5.54  1/4                     LOW        5.91
           CLOSE  5.55   Down 6 1/2             CLOSE   5.93   Down  1/4

GFO Cash Wheat Prices - DEL Terminal
Harvest 20        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.38          1.57            1.38          1.25
CAD $/bu              7.36          7.55            7.36          6.80
CAD $/tonne         270.38        277.58          270.38        249.73


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    1.10    N/A    N/A     N/A    1.10    N/A
London      1.20    1.27   1.14    N/A    1.41    1.41   1.15    N/A
Hensall     1.30    N/A    1.10    N/A    1.35    N/A    1.10    N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    1.20    N/A
Bruce       1.30    1.30   1.10   1.35    1.30    1.30   1.10   1.25
Essex        N/A    N/A    1.15    N/A    N/A     N/A    1.10    N/A
Norwich     1.30    N/A    1.10    N/A    1.35    N/A    1.10    N/A
Port Hope    N/A    N/A    1.10    N/A    N/A     N/A    1.15    N/A
Kent Bridge 1.30    N/A    1.10    N/A    1.35    N/A    1.10    N/A
Chatham      N/A    N/A    1.15    N/A    N/A     N/A    1.10    N/A
Brigden      N/A    N/A    1.15    N/A    N/A     N/A    1.15    N/A
Palmerston   N/A    1.24   1.04   1.38    N/A     1.42   1.09   1.23
Varna       1.30    1.30   1.10    N/A    1.30    1.30   1.10    N/A
Mitchell    1.30    1.35   1.10    N/A    1.35    1.40   1.10    N/A
Thornton     N/A    N/A     N/A   1.44    N/A     N/A     N/A    N/A
North Gower  N/A    1.25   1.15   0.85    N/A     1.48   1.18   0.80
W O Feed                   1.68

TERMINAL
Port Colbor  N/A    N/A    1.60    N/A    N/A     N/A    1.58    N/A

PROCESSORS
Toledo FM    N/A    N/A    1.84    N/A    N/A     N/A    1.97    N/A

Toledo El. 5.78US         7.55CA        6.00US          7.82CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 21        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                 1.57          1.70            1.40          1.02
CAD $/bu              7.61          7.75            7.45          6.95
CAD $/tonne         279.80        284.59          273.56        255.47

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

FEED GRAINS
FOB Hm Soymeal            636.82
DDG's FOB Srn & Aylm      300.00

---
Ontario Grain Market Commentary for November 11, 2020
By Todd Austin, Grain Farmers of Ontario

Wednesday, November 11, 2020
COMMODITY PERIOD PRICE WEEKLY MOVEMENT
Corn CBOT Dec     4.17 ¼ ↑   12 Cents
Soybeans CBOT Jan     11.52 ½ ↑   76 ¼ Cents
Wheat CBOT Dec     5.98 ↓     8 Cents
Wheat Minn. Dec     5.55 ↓     2 Cents
Wheat Kansas Dec     5.54 ¼ ↓     5 ½   Cents
Oats CBOT Dec     3.03 ¾ ↑     7 Cents
Canadian $ Sept    0.7653 ↑   36 Points


CORN:
According to the November WASDE report, the USDA reduced U.S. corn yields from 178.4 to 175.8 bushels per acre. Production was then estimated at 215 million bushels less than the September estimates. Exports were increased by 325 million bushels.  Carryout was projected at 1.7 billion bushels, down 465 million bushels from the previous month and below trade estimates.  This would be the smallest carryout in over 5 years.
The Ukraine is expected to harvest between 26 and 33 million tonnes of corn this year. These figures are down from last year’s 36 million tonnes.  Drought through the summer months reduced the harvested area and the corn yield significantly.

SOYBEANS:
The USDA reduced the soybean yield estimate to 50.7 bushels per acre. This lowered production by 98 million bushels. With little change in the demand of U.S. soybeans, carryout was reduced by 100 million bushels to 190 million.
Brazil has recently reported that it is importing soybeans from the U.S, in order to meet domestic crushing needs. Brazil has a very tight domestic supply as it has been aggressively selling beans to the export markets. Of the soybeans sold to China between April and September of this year, 86% originated from Brazil.

WHEAT:
The USDA report for U.S. wheat remained virtually unchanged from one month prior. There was a 5 million bushel increase in domestic food use and a 6 million bushel cut to the carryout bringing it to a level of 877 million bushels.
Saudi Arabia has purchased 860,000 tonnes of wheat for shipment between February and March of 2021. This wheat would help meet local demand and to maintain strategic stocks.  According to Saudi sources, the average price was $277.53 per tonne for wheat with a protein of 12.5%.
2020 crop year prices for November 11, 2020, at the market close, are as follows:

SWW at $270.31/mt ($7.36/bu), HRW at $277.51/mt ($7.55/bu) + protein,
HRS at $ 249.67/mt ($6.79/bu) + protein, and SRW at $270.31/mt ($7.36/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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