The Rural Voice, 1990-08, Page 20can•con
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R R 1 Newton, Ont. NOK 1R0
519-595-8737
16 THE RURAL VOICE
GRAIN MARKETS
July 21,1990 — On July 2 and 3, corn
and beans were strong because of a
fairly bullish 6 to 10 -day weather
forecast, but the July 4 forecast was
almost the reverse of the previous re-
ports, with good growing conditions
forecast. As a result, markets plum-
metted and have continued down.
CORN
On July 2, corn markets rallied to
make new contract highs based on
weather concerns but could not make
a move through the 3.00 mark. The
following day, corn traded around the
2.90 area and then started the drop
after the July 4 holiday. I thought the
June 1 low of 2.62 on December fu-
tures would hold, but now it looks like
we'll fall to the 2.55 gap area.
There is still an underlying tone of
strength in the market because of the
projected crop of 7.8 billion bushels
and a reduced carryout in 1991.
However, we'll have to contend with
lower markets in the near term.
Basis levels have strengthened
considerably in the old crop, with
supplies becoming tighter. Elevator
basis levels have gone up to 75 to 80
cents over September futures. New
crop basis is holding, though one
elevator chain dropped 5 cents at the
elevator to 25 cents over December.
We shouldn't be too negative
towards the corn market, even though
we've had a major drop in prices. But
I have modified my thoughts about
how high the market might go. The
last. high put in on July 2 will likely
hold through the fall, with 2.50
holding on the bottom side.
The stain factor to look at now
will be demand. Other feed grains
and wheat are competing with corn
now, but with lower corn prices one
can hope that demand will pick up
from the processors.
SOYBEANS
Soybean futures rallied on July 2
to 6.80 basis November on a limit up
move, followed by similar moves
down to the corn market, but not to
the same extent. It appears that soys
could drop to the previous low of
about 6.00 on the November.
In Ontario, basis levels have
slipped because of the Canadian dol-
lar rising and soybean prices falling.
Today old crop basis is about 55 cents
over August futures at elevators and
45 cents over November for new crop
soybeans. On-farm bids are 20 cents
higher for old crop and 15 cents higher
for new crop.
The old crop basis isn't likely to
get better. It might be wise to lock in
a basis before there is any more slip-
page.
FEED GRAINS
Feed grain prices have dropped
substantially and trade is quite thin,
with new crop barley already being
harvested. The new crop barley is
trading at a considerable discount, and
I expect spring barley to get down to
the $1.00 to $1.05 range at elevators.
Milling quality oats have also
taken a drop, with old crop oats hard-
pressed to find a home while new crop
is setting at about $90.00 per mt. at
elevators. My feeling is that oats,
mixed grain, and barley will spend the
harvest period in the doldrums simply
because of the large supply .
My suggestion would be to hold
back part of your crop and market that
portion later in the year when the
supplies tighten.
Overall, I still feel that the grain
markets have underlying strength,
simply because of the lower stocks in
both corn and soybeans. We're see-
ing absolutely ideal growing weather
and speculators are carrying the mar-
ket away to the downside. A return to
more normal summer -time weather
will help to turn the markets around
and we may still see some quick,
sharp moves over the next month.
The other factor that will influence
grain prices is demand. Demand for
corn will stay fairly strong throughout
the next year and the demand for soy-
beans should improve with the lower
prices we're experiencing.
My stance right now is to sell a
portion of your crops on any strength
shown in the market.0
This information is supplied by
Dave Go,don, London Agricultural
Commodities, Inc. in Hyde Park, 519-
473-9333 or 1-800-265-1885.