The Rural Voice, 1994-09, Page 12JOHN RICHARDSON, M.P.
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8 THE RURAL VOICE
Robert Mercer
Canada/U.S. wheat deal good for
Ontario - or just good
The Western Canadian Wheat
Growers' Association say they were
sold out in the recent one-year wheat
trade deal between Canada and the U.S.
They say they lost market access while
Ontario "kept unencumbered access to
the same
market". They
failed to say of
course, that
western wheat —
spring wheats —
were the
problem, not the
long standing
traditional and
stable market for
Ontario white
winter wheat
into the U.S.
The deal does
break the Liberal
government's
promise earlier
in the year not to bend to U.S. pressure
and limit wheat exports to the U.S.
This is a "promise compromised" since
the saving factor is that the limits and
tariffs arc for one year only.
Politically the U.S. had to cap Cana-
dian wheat imports as that was the deal
that U.S. President Clinton struck with
northern Plains States Senators for their
support on NAFTA. He got a political
cap on wheat imports for 1994/95. It
may, in fact, have very little practical
significance since 1993/94 was an
aberration in shipments due to the low
U.S. crop and the large volume of
cheap wheat in Canada, a good supply
of durum and a U.S. export subsidy
program that shorted the domestic
market of durum. This year Canada
may not have the cheap feed wheat,
whereas the U.S. will have an
oversupply of cheap corn.
There is some belief that part of the
unwritten deal is that the U.S. will
greatly curtail its use of the Export En-
hancement Program funds for durum.
That is indeed good news if true. It
doesn't look like it as the U.S. sold
Algeria 25,000 tonnes of durum on
August 3 (just after the trade deal was
signed) for an EEP bonus of $6.69.
Other whcat has been getting an EEP
bonus of close to $44/t, such as was
given to China.
The U.S. exported 54 million
bushels of durum under the generous
Canada could
win through
value added
exports
EEP terms for export market support
last marketing year.
In Ontario the U.S. market remains
open with only the NAFTA tariff of $3
per tonne applying to exports. Those
exports run about 350,000 to 300,000
tonnes per season. And with a "peace
clause" in the text to hold off any other
action under NAFTA or GATT, there
should be relative calm in the market
for the next 12 months. It is also worth
noting that there has been no tariff
mentioned on barley or oat exports to
the U.S., both of which have climbed
significantly. The deal does not cover
flour or pasta exports so Canada could
win by shipping in value-added durum
rather than the durum grain.
The U.S., in part of its explanation
of the deal, noted the fear of the pasta
manufacturers of higher prices for
durum and stated that the cost of durum
in a $1.50 box of pasta amounted to
eight cents, and this deal would not
affect that cost.
Another point to note is that the U.S.
position is so ridiculous that U.S.
durum is sold to Turkey under the EEP
and then Turkish pasta and noodles are
imported back into the U.S. well below
regular prices, at $460/t rather than
$800-$1,000/t from other sources. It
would be nice to think that the expert
panel set up to review the wheat war
under this bilateral agreement could
straighten out this spaghetti -like mess.
If, as we understand, the U.S. does
lay off subsidizing durum export sales,
the world market will become more
attractive to Canadian exports. The
world doesn't start and stop at the U.S.
border. Canada still has all of the
world market to pursue. We think the
deal is a lot better than the mass media
and Opposition politicians have led
people to believe.
Canada did extremely well in this
round of bilateral negotiations. The ef-
fective cap is about 1.9 million tonnes
of wheat, which is likely to exceed the
need for this one year of the agreement,
but almost more important is the fact
that the U.S. failed to tic into wheat, the
problem of supply management
differences over yogurt and ice cream
and poultry. We kept the negotiations
clean and won on almost every point.°
Robert Mercer is editor of the Broadwater
Market Letter, a weekly commodity and policy
advisory letter from Goodwood, ON LOC IAO.