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    New Opportunities Post-Single Desk

    I've been writing articles for some
    rural community newspapers on the
    upcoming change. Thought I'd post them
    here for viewing and comment. This is
    the first of 5.

    *****

    Positive Future for Canada’s Grain
    Industry

    The debate about the Canadian Wheat
    Board (CWB) monopoly is finally moving
    forward, and we here at FarmLink
    Marketing Solutions couldn’t be more
    excited about the future. New
    opportunities are already starting to
    form, in the grain handling and
    processing sectors, in the cash markets
    for wheat, durum and barley, and for
    individual farms and communities across
    the Prairies.

    Firstly, it’s worth providing some
    background on FarmLink’s position
    because this debate has become so
    polarized and emotional. FarmLink
    Marketing Solutions was started by Mark
    Lepp and Brenda Tjaden Lepp in 2004, and
    has since grown to a staff of 30
    experienced grain merchant-analysts and
    local Marketing Advisors working with
    individual farms across Manitoba,
    Saskatchewan and Alberta. FarmLink
    provides professional market analysis
    and hands-on farm financial consulting
    with a focus on maximizing farm
    revenues.

    On behalf of our clients, we have
    already started discussions of 2012-crop
    pricing and contracting with wheat,
    durum and barley buyers. There is no
    question that marketing directly to
    commercial players, including but not
    limited to existing line companies, is
    going to be a lot simpler than what
    farmers were facing through the CWB’s
    pooling and cash pricing options. Malt
    barley will be traded similarly to large
    green lentils; durum wheat just like
    flax; and spring wheat like canola but
    with a more variable basis related to
    protein and milling quality. The point
    is, the contracting and pricing systems
    exist in western Canada to facilitate a
    smooth transition in marketing from the
    CWB to commercial mechanisms.

    It’s becoming apparent that there are
    numerous companies currently assessing
    the existing infrastructure in western
    Canada, and trying to decide whether to
    buy or build elevators and/or processing
    plants. Essentially what we are seeing
    is the Canadian Wheat Board’s
    government-backed work to develop
    premium pricing in end-use markets shift
    to private commercial mechanisms
    functioning within western Canada. This
    will involve new investments driving
    economic growth in rural communities.

    Farm businesses will see similar
    opportunities to better manage their
    operations’ financial and marketing
    goals with the opening of the markets
    for Board grains. In particular, growers
    stand to improve their whole-farm
    marketing performance simply as a result
    of removing the requirement to deal with
    restricted delivery, payment and/or
    valuation of wheat, durum and barley.

    Fluid farm manageability coupled with
    increased competition and new product
    lines and processing methods for Board
    grains are just a few of the new
    opportunities on the way in 2012. We
    expect to see more innovative end uses
    and valuations in local grain marketing
    opportunities and price levels come
    available very soon.

    All of this is not to say that western
    Canada will become a permanent island of
    high cereal grain prices; the reality is
    and always will be that markets go up
    and markets go down, but the network of
    outlets for Board grains is going to
    increase in number and improve in scope.
    This will facilitate managing farm
    finances and successful marketing
    decisions, leading to better
    profitability in grain farming overall.

    #2
    I would like to think that this cwb change will re-balance the ag industry from rotations to marketing, because a farmer will have contracts that he will be able to deliver and get full payment.

    Farmers won't be forced to sell canola to pay the bills. Maybe for once, wheat will pay the bills off the combine and the canola or peas will sit in the bin for a better price.

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