Hadelin de Metz

Grains trader My tweets are 100% my own opinion!

[Hadelin de Metz @DHadelin]

@jdicajdisrien Ahahah! On dirait la chanson de Gerard le normand! Magnifique!

[Hadelin de Metz @DHadelin]

Can t wait for matif may to enter notice period. Guess the actual bullishness will vanish!

[Hadelin de Metz @DHadelin]

@ccnicula @PHDChicago Because wheat is a weed!

[Hadelin de Metz @DHadelin]

@sizov_andre Hello Andre, do you know if there was serious damage that could affect the flow?

[Hadelin de Metz @DHadelin]

@cmdtySal Before the funds come back? 😂

[Hadelin de Metz @DHadelin]

@sizov_andre Hello Andrei, apparently terminal was not really damaged. Do you confirm?

[Hadelin de Metz @DHadelin]

@jnev64 Well, you think we trigger another vsr?

[Hadelin de Metz @DHadelin]

Asking for a friend, When funds will get bored of selling wheat?
🤔

[Hadelin de Metz @DHadelin]

@JamesColquhou10 Not really what the zh Matif spread is telling us… 😂

[Andrey Sizov @sizov_andre]

Headlines: #wheat market is down because of huge Russian exports

Reality: Outstanding wheat export sales dropped to 2.2 mmt from 5.2 mmt a month ago

More: https://t.co/ofdKQEnx6V

#oatt #sziovreport #blacksea

[Hadelin de Metz @DHadelin]

@BooBoo_grains Move of the ruble will be offset by the rising tax. So no impact

[Hadelin de Metz @DHadelin]

@MisterCommodity And wheat keeps being sold! Go figure out!

[Hadelin de Metz @DHadelin]

@sizov_andre I am amazed to watch how the market can be so relaxed about the Black Sea situation. Chicago should include some risk premium at some point!

[Hadelin de Metz @DHadelin]

@CereMed @bentleystweet @gemoscatelli Bon courage pour trouver du freight!

[Hadelin de Metz @DHadelin]

So we are one blast away from a major wheat disruption… Amazed to see how market is so chill about it!!! Which owner will be happy to stay in the region now? Asking for a friend.

[Reuters @Reuters]

Blasts, gunfire reported near Russian Black Sea port of Novorossiysk https://t.co/VG8PHhi6vW

[Hadelin de Metz @DHadelin]

@Frye_WSS @tonylaporta_com For now! Maybe they will change opinion next week! It is a big big deal!

[Hadelin de Metz @DHadelin]

@CereMed @gemoscatelli Je dis juste que si Novo est touché, la balance sheet sera differente

[Hadelin de Metz @DHadelin]

@gemoscatelli Ahahahahah! You made my day

[Hadelin de Metz @DHadelin]

More demand?

[GRAIN on X @grain_on_X]

If this is true 🇮🇳 #India is unrealistic in expecting G2G deal for 9MMT. The volume is too high and ₹ settlements will complicate it.

Better start negotiating with private #grain exporters from Russia asap, without middlemen. Time for #graindiplomacy

https://t.co/QVwXjvdoI5

[Hadelin de Metz @DHadelin]

@MisterCommodity @ccnicula Clearly and when market will realize than floor Russian price keeps going up maybe it will trigger more short covering from the millers around the world