Hadelin de Metz (@DHadelin) profile picture

Hadelin de Metz

@DHadelin

Grains trader My tweets are 100% my own opinion!

Joined February 2019
  • Tweets951
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  • Followers789
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Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)Photo by Hadelin de Metz (@DHadelin)
Can t wait for matif may to enter notice period. Guess the actual bullishness will vanish!
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Asking for a friend, When funds will get bored of selling wheat? 🤔
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Hadelin de Metz retweeted
Andrey Sizov (@sizov_andre) profile picture
Andrey Sizov
@sizov_andre10 Oct 2023
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: sizov.report/reports/20731/?… #oatt #sziovreport #blacksea
Image from Andrey Sizov (@sizov_andre)
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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) profile pictureReuters
@Reuters4 Aug 2023
Blasts, gunfire reported near Russian Black Sea port of Novorossiysk reut.rs/3DHJG04
Image from Reuters (@Reuters)
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More demand?
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First time a Russian port is attacked!!!
Andrey Sizov (@sizov_andre) profile pictureAndrey Sizov
@sizov_andre28 Jul 2023
A big explosion just happened in Taganrog, a port city in Rostov oblast, Russia #wheat #oatt
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Hadelin de Metz retweeted
Andrey Sizov (@sizov_andre) profile picture
Andrey Sizov
@sizov_andre27 Jul 2023
#Wheat is trying to stay above the recent trendline....still looks heavy. More Odesa attacks didn't impress the market. #oatt #blacksea #corn #sizovreport
Image from Andrey Sizov (@sizov_andre)
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Hadelin de Metz retweeted
Straw_hats (@Strawhats7) profile picture
Straw_hats@Strawhats719 Jun 2023
updated longer-term GFS not showing any sign of a break in pattern just yet.......#corn #soybeans
Image from Straw_hats (@Strawhats7)
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Hadelin de Metz retweeted
Sal (@cmdtySal) profile picture
Sal@cmdtySal25 Apr 2023
BREAKING: #Vessel owners/captains need to sign a guarantee letter which states that they are aware that the #grain #corridor closes on the 18th of May! I'm having at the moment two vessels in the corridor. One loading in Ukraine and trying to get out the next days, the other one waiting in Istanbul for its inbound inspection. The 2nd vessel already pushing me for another cargo. Vessel owners are very concerned and looking for alternatives. prepare your longs! #Ukraine #Russia #Turkiye #UnitedNations #wheat #corn #barley #oatt
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One day the funds will find the buy button again? 😂 Asking for a friend!
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World #wheat end-season stocks in 2023/24 are set to drop slightly from the prior year's peak, but inventories outside #China are forecast to be the lowest in a decade.
Image from International Grains Council (@IGCgrains)
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Hadelin de Metz retweeted
Duane Lowry (@DuaneLowry) profile picture
Duane Lowry
@DuaneLowry6 Apr 2023
I don't think Chicago Wheat has EVER, EVER, EVER been this large of a discount to KC Wheat...EVER!!! IF the Chicago wheat shorts ever seriously seek the exit door...if/when...@MisterCommodity #wheat
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Can we start paying attention to the wheat balance sheet now? #wheat #oatt #grains #plant23
Karen Braun (@kannbwx) profile pictureKaren Braun
@kannbwx3 Apr 2023
🇺🇸U.S. winter #wheat conditions, April 2 vs November 27. Conditions were bad in the fall for the southern Plains, including top producer Kansas, but things have drastically worsened in the Northwest. Wash, Montana, Idaho & Oregon produce 24% of the country's winter wheat.
Image from Karen Braun (@kannbwx)
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What is the price of uncertainty ? Funds are massively short wheat. I am amazed by how cool funds are in front of many factors: - Opacity in Russia with a minimum price of 275 usd and multis leaving the country - worst wheat condition in the last 30 years - corridor extension…
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Not even talking about massive PP coming… Chicago wheat is just too cheap in front of corn for the old crop, but funds don t give a damn!
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Hadelin de Metz retweeted
Karen Braun (@kannbwx) profile picture
Karen Braun
@kannbwx6 Feb 2023
Another bigger week last week for U.S. soybean export inspections, and #wheat topped the trade range of expectations. #Corn pretty meh, toward the low end of the range. YTD inspections of #soybeans are now AHEAD of year-ago by 1%.
Image from Karen Braun (@kannbwx)
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Vessel 🚢 War Risk Insurance exclusions in Black Sea 🌊 from January 2023. Liabilities covered will exclude all loss, damage, liability, cost or expense caused by or arising from or in connection with any Russia-Ukraine conflict shipownersclub.com/notice-of… via @shipownersclub
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Hadelin de Metz retweeted
Arlan Suderman (@ArlanFF101) profile picture
Arlan Suderman
@ArlanFF10120 Dec 2022
Commodity Weather Group raised its risk forecast for winter #wheat winterkill due to lower snowfall from this week's system. It now sees risk of varying levels of damage to 25% of U.S. winter wheat crop, including 40% of HRW crop & 10% of SRW crop. #oatt
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Line up in Russia is huge but loading pace is super bad? What kind of custom export for December will we get at current pace!
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Punjab may fall short of wheat sowing target this season geo.tv/latest/454989-punjab-…

Punjab may fall short of wheat sowing target this season

Punjab's inability to meet targets for 2022-23 season could be major blow to country's food security. Punjab might fall short of 16.5mn acres target set by FCA this year.Sindh expresses inability to...

geo.tv
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