Tan farmer
OP
:
Cpo bottom out .. no free fall … the systemic shortage of Cpo foresee still remains .. physical commodities cannot be printed overnight . Even for alternatives like soybean .. season of planting over —- winter coming in …
Tan farmer
OP
:
So we are looking at changes spring planting - Feb - March 2025 .. … so these few months status quo … as far as new supplies are concerned . As for Cpo … monsoon coming dec .. affecting a large portion of harvesting due to flooding season. along the east coast .. could only foresee drop in supply of Cpo ..
Tan farmer OP : Cpo bottom out .. no free fall … the systemic shortage of Cpo foresee still remains ..
physical commodities cannot be printed overnight . Even for alternatives like soybean .. season of planting over —- winter coming in …
Tan farmer OP : So we are looking at changes spring planting - Feb - March 2025 .. … so these few months status quo … as far as new supplies are concerned .
As for Cpo … monsoon coming dec .. affecting a large portion of harvesting due to flooding season. along the east coast .. could only foresee drop in supply of Cpo ..
慢条斯理 : The analysis is systematic, I trust you...
104772367 慢条斯理 : trust the process
慢条斯理 : Tight supply continues to drive up palm oil prices. https://www.enanyang.my/finance-news/tight-supply-continues-to-drive-up-palm-oil-prices