@jdicajdisrien Ahahah! On dirait la chanson de Gerard le normand! Magnifique!
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Hadelin de Metz
952 posts
Hadelin de Metz
@DHadelin
Grains trader My tweets are 100% my own opinion!
Katılım Şubat 2019
128 Takip Edilen804 Takipçiler
Can t wait for matif may to enter notice period. Guess the actual bullishness will vanish!
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@PHDChicago Why are you not bullish wheat based on the Russian drought story?
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There are literally ZERO “fundamental” reasons to be long #corn #soybeans #wheat at this junction… zilch…
That said, I’ve been around the #grain markets long enough to know that nothing is “guaranteed”
When one side of the boat gets too crowded, LOOKOUT!
Shorts are crowded & vulnerable - despite being correct on fundamentals.
This type/size of positioning BEFORE a major growing season is historically not a recipe for success…
Peak Trading Research@PeakTrading
BIG SHORTS 📢. Funds are now the shortest they've been across the #agriculture complex in 4.5 years (-617k contracts, -$14.4B) 📉, betting that soft demand, ample global supplies, and the strong dollar 💵 will keep prices down as we get deeper into risky planting weeks. 🚜🌽
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@sizov_andre Hello Andre, do you know if there was serious damage that could affect the flow?
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Moscow attacks on Ukraine's #grain infrastructure are intensifying. The Danube terminals were attacked last night; that was also the case a week ago.
Before that, there was a pause for more than two months.
More: sizov.report/reports/21322
#oatt #blacksea #sizovreport
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Chicago and Matif #wheat looks tempting for a long position. Pressure from cash market is also limited.
#oatt #agtwitter
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@sizov_andre Hello Andrei, apparently terminal was not really damaged. Do you confirm?
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Russian missile(s) hit #Odesa port. #Wheat +1.5% (for now).
A commentary on the attack is in your inbox if you are a sizov.report subscriber
#oatt #blacksea
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Asking for a friend, When funds will get bored of selling wheat?
🤔
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@JamesColquhou10 Not really what the zh Matif spread is telling us… 😂
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Hadelin de Metz retweetledi
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
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@BooBoo_grains Move of the ruble will be offset by the rising tax. So no impact
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@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!
GIF
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Everything you need to know about the Black Sea ahead of the #wheat session opening.
Another escalation step in the Black Sea: Russia for the first time attacks a merchant vessel going to the Ukrainian Danube terminals: sizov.report/reports/20204/
#oatt #blacksea #sizovreport
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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
Blasts, gunfire reported near Russian Black Sea port of Novorossiysk reut.rs/3DHJG04
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@Frye_WSS @tonylaporta_com For now! Maybe they will change opinion next week! It is a big big deal!
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@tonylaporta_com Funds don’t seem to be worried being short #wheat!
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Hard to know but this appears to be a big deal and a change to how this war will be fought. Things appear to be escalating as energy and food are being weaponized to a greater level! #russia #ukraine #energies #wheat #corn #fertilizer
(((Tendar)))@Tendar
Ukraine's maritime authorities make it now official: According to Ukrainian Coastal Warning 118, six Russian sea ports along the Russian Black Sea coast are declared areas of "war risk" and by doing so declaring those areas to combat areas . The warning comes effectively immediately and is valid until further notice. This applies to the following cities: - Taman - Anapa - Novorossiysk - Gelendzhik - Tuapse - Sochi What does this mean? Answer: Military engagements must be expected in these areas and ships with potential military cargo can be targeted according rules of engagement and the law of war. Aside from official ships of the Russian Navy, the Russian coast guard, police units and Russian border troops, this also applies to commercial ships heading to Russian sea ports, including oil tankers, cargo/container ships, utility ships etc. and even passenger ships when transporting military cargo and/or military personnel. Civilian ships near military ships and military installations such as port areas can be affected by collateral damage and need to keep distance to those military targets. This comes after Russia declared the same for Ukrainian sea ports and the end of the so-called grain deal. Source: hydro.gov.ua/?page_id=144 #Ukraine #Russia #BlackSea
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@CereMed @gemoscatelli Je dis juste que si Novo est touché, la balance sheet sera differente
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@DHadelin The 20yrs old NY PhD hardcoded de algo with Odessa, needs time to find Novorossirysk in the map
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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 m.economictimes.com/news/economy/f…
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@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
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