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COVID-19 INFORMATION FOR ONTARIO CONSUMERS

The COVID-19 pandemic has presented unprecedented fluctuations in demand for fluid milk across the Canadian dairy industry. We, at Dairy Farmers of Ontario, are committed to supporting Ontario’s dairy farmers during this time and will be taking all necessary steps and precautions to ensure Ontarians in all communities have access to safe, high-quality milk and dairy products. A message from Cheryl Smith, Dairy Farmers of Ontario's Chief Executive Officer, on the current situation can be found here.
 
We recognize consumers have questions about the impact to the dairy industry during this time. Dairy Farmers of Canada, the national policy, lobbying and promotional organization representing Canadian dairy producers, has provided a wealth of information for consumers, which can be found at the Dairy Farmers of Canada website.
 
We have also assembled answers to additional questions that pertain specifically to Ontario.
 
Has Dairy Farmers of Ontario been deemed an essential service? What about dairy producers? 
DFO and dairy producers in Ontario have been deemed an essential service by the Government of Ontario as we are a vital part of the food supply chain in the province. Like dairy processors and grocery retailers, we are critical to ensuring that high-quality milk and dairy products are available for Ontario consumers across all grocery and convenience stores. However, we are taking the necessary precautions to ensure the safety of our dairy farmers, drivers, processors, retail workers and all those in between who keep the supply chain moving. 
 
Are DFO’s supply chain partners also considered essential?
Yes, all elements of the dairy production supply chain have been considered essential. This includes our farmers, truck drivers, employees at processing facilities and grocery stores. All elements of the supply chain are fully functional to ensure consumers have access to high-quality milk and dairy products.
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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.