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WHAT THEY SAID
Thomas Mielke, Oil World
"Palm oil is the greatest!"
"Palm oil is the most important!"
"Palm oil supply is slowing!"
"Price will rise!"
Fadhil Hasan, GAPKI
"Seed sales show slower planting!"
James Fry, LMC
"CPO still follows crude!"
"Crude is bearish because cost is only $20!"
(But did he forgot about IRR, where high investment needs high margin?)
"3 scenarios for CPO based on crude!"
The latest news from China...
Palm oil continues to lose share
But....
Govt stops buying soy, means maybe more room for Palm
The one & only Dorab Mistry, Godrej
"Indo govt biodiesel mandate is the key!"
"Pam prices could rise.....or maybe not!"
Of course we finished with the BW party :-)
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