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4 THE RURAL VOICE
GRAIN MARKETS
March 22, 1989: The grain markets
have rallied over the past month in fairly
quiet trading. This is being looked upon
as the spring rally, and how much higher
the markets go will depend on several
factors. One of the main factors will be
the planting intentions report on March
31 as well as moisture conditions in the
U.S. and harvest conditions in South
America.
CORN
Com futures have rallied about 15
cents/bu. since February and basis has
actually risen 5 cents/bu. Local demand
is still dominated by feed processors
who are generally grinding less feed
than one year ago. However, some areas
of Ontario have virtually run out of corn,
although areas west of London and east
of Toronto have good supplies.
The basis levels in Ontario are strong
and getting close to the value of U.S.
corn delivered into Ontario with full
countervail duty included. Corn basis
levels at elevators are 95 cents over May
futures for old crop and 40 cents over
December futures for new crop corn.
FOB farm basis levels are in the range of
$1.05 to $1.10 over May futures.
I expect some added demand to
come into the market later in the spring
but only because selling will slow. As a
producer, you should look at this rally as
an opportunity to sell some old and new
crop corn.
SOPS
Soybean futures have rallied over40
cents per bushel in the past month and
have held fairly strong recently. Again
the planting intentions report will help
determine how high soys will go before
running out of steam. A crop size of 62
million acres would be somewhat
friendly to the market while a crop of 64
million acres would be bearish.
Basis levels in Ontario have re-
mained fairly strong because of a drop in
the Canadian dollar and because of
crusher demand. Elevator basis levels
are 95 cents over May futures for old
crop soys with off -farm bids at $1.10
over May futures. New crop soys are
sitting at 75 to 85 cents over November
futures with off -farm bids at 95 cents
over November.
I feel it would be most prudent to do
some selling at these price levels. No
matter what happens through the sum-
mer, you can still lock in a profit at more
than $8.00/bu. for new crop soys.
Feed grains have held steady over
the past month at lower levels than last
fall. Western barley is trading in the
$142 to $144 range in store Goderich,
with Western oats still trading over
$180/MT. Ontario barley is worth $145
to $152 depending on loading facilities.
Because of the strong prices in Thun-
der Bay, it doesn't appear that Western
feed grain prices will be dropping when
navigation opens.
I just made a quick comment about
loading facilities. Producers should
look at their loadout ability if they sell
grain direct from their bins. There is
nothing more frustrating than having
trucks sit for an hour to load a trailer.
Also keep in mind that there are not very
many commercial carriers who have
trucks with sucker units on them. Auger
loading is fine, but the minimum size of
auger should be 7 to 8 inches. Enough
about loading facilities.
We are fast approaching a period
when some pricing of corn and soybeans
should be done. Last year wasn't a good
experience but there is a fundamental
difference today. Prices are generally
profitable now. Very seldom do we
have two consecutive years when mar-
keting can be done exactly the same.
And, barring a summer drought, we
could be seeing the highs of the season
this spring.0
This information is taken from
sources believed reliable, but accuracy
and completeness are not guaranteed.
Dave Gordon is a grain merchandiser
with London Agricultural Commodi-
ties, Inc. in Hyde Park, Ont., 519-
473-9333 or 1-800-265-1885.