ICE canola dropping with ceasefire news at midday Wednesday

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Glacier FarmMedia — ICE Futures canola contracts were sharply lower at midday Wednesday, reacting to the latest developments in the Middle East.

  • The United States, Israel and Iran agreed to a two-week ceasefire shortly before a deadline imposed by U.S. President Donald Trump Tuesday evening, although details of the terms remain unclear.
  • Crude oil fell sharply on the news, with Brent crude down 13 per cent at US$95 at midday.
  • Chicago soyoil, European rapeseed and Malaysian palm oil futures were all lower, contributing to the softer tone in canola.
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  • Chart-based speculative selling added to the softer tone in canola as the May contract broke below the lower end of its nearby trading range.
  • However, historically wide crush margins of about C$350 per tonne above the nearby futures likely had end users buying on the way down.
  • An estimated 64,700 canola contracts traded as of 10:21 CDT.

Prices in Canadian dollars per metric tonne at 10:21 CDT:

Canola            May   706.00    dn  13.40

                  Jul   719.40    dn  13.40

                  Nov   716.40    dn  11.20

                  Jan   723.30    dn  10.90

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