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Grain Delays Caused By Rail Protests: Grain Farmers of Ontario Urges Resolution

Guelph, ON – Grain Farmers of Ontario, the province’s largest commodity organization, representing Ontario’s 28,000 barley, corn, oat, soybean and wheat farmers today urges all sides to work to a quick resolution of the current rail blockages that are part of the pipeline protests. CN Rail has just announced that they are progressively shutting down their Eastern Canada operations until the pipeline protest blockages stop.
 
Once again rail issues are set to impact Ontario grain farmers negatively with rail stoppages in Eastern Canada that will result in necessary resources, including food-grade grain, feed grain and fuel grain not being shipped in a timely way, if at all.
 
“These rail stoppages are unacceptable. As farmers, we have dealt with one of the wettest harvests on record, with a rail stoppage that almost crippled our industry, with a growing amount of carbon tax on food production, with price instability for our crops, with markets closed to us due to trade disputes and rash politically motivated decisions, with increased competition from the U.S. into our traditional export markets, and with outdated programs to help farmers remain sustainable,” said Markus Haerle, Grain Farmers of Ontario. “How much more can our farmers be asked to cope with, with issue issues of no fault of their own.
 
“Frankly, the system is breaking and we cannot bear more delays and restricted access to essential services, such as rail for transporting grain. Ontario, and Canada, need farmers to be able to produce food – not just for our own families and communities, but to bring billions of dollars into our economy. We want to see a resolution to these blockages and shutdowns.”
 
The Wet’suwet’en hereditary chiefs and supporters have been blocking rail lines in protest of the Coastal GasLink pipeline project for more than a week, as the pipeline crosses the traditional territory of the Wet’suwet’en First Nation in BC.
 
“After the CN rail strike in December, Grain Farmers of Ontario called on the government and industry to have rail declared an essential service. Now, we are looking at the same issues – lack of transport for essential products and negative impacts on agriculture – Canada’s leading economical industry,” said Barry Senft, CEO, Grain Farmers of Ontario.
Source : GFO

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Will the 2025 USDA December Crop Report Be a Market Mover/Surprise?

Video: Will the 2025 USDA December Crop Report Be a Market Mover/Surprise?


Historically, the USDA December crop report is a non-event or another dud report as the USDA reserves any final supply changes to the final report in January of the following year in this case 2026. But after the longest U.S. government shutdown in history at 43 days and no October crop report will they provide more data/surprise and make an exception?
Our China U.S. soybean purchase tracker is now at 26.6% or a total of 3.2 mmt but for traders it’s taking too long to unfold.
The final Stats Canada production report was bearish canola and wheat projection a record crop in both (it adds to the global glut of supplies) and bullish local corn and soybean prices in Ontario/Quebec thanks to a drought. It will not help the fund flow short-term, the USDA may need to offset it?
A U.S. Fed interest rate cut of another 25-basis point next Wednesday (probability 87.1%) could help fund flow and sentiment in stock and ag commodities into year end.
More inflows into Bitcoin this past week saw prices rebound back above 90,000 with support at 82,000 and resistance at 96,000.
A V-shaped bottom in cattle suggest the lows are in after Mexico reported another new world screwworm case. Lower weights, seasonal demand and higher U.S. beef select/choice values with a continued closure of the Mexican border to cattle will result in a resumption of higher cattle futures into yearend.
Australia is expected to produce its 3rd largest wheat crop ever at 36 mmt adding to the global glut of supplies.
Reports of ASF in hogs in Spain the largest pork exporter in Europe could see the U.S. win more pork export business long-term.
If the rains verify into next week of 3-5 inches for Brazil it would go a long way to fixing the dry regions from the last 2-months, but the European weather model has been wrong for the past 2-months!
Natural gas futures are surging to the 3rd price count as frigid hold temps set in.
CDN $ is also surging to end the week on a very resilient economy and better employment numbers suggesting no interest rate cuts next week.
Finally, the CFTC report showed funds were net buyers of soybeans but sellers of corn, canola and wheat. In real time the funds have gone back to selling as they take some profits.