Tweets from gapki bali 2015
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Indonesian Palm Oil price Conference 2015 What they said, we tweeted @ehplantationir
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Transcript of Tweets from gapki bali 2015
Indonesian Palm Oil price Conference 2015 What they said, we tweeted @ehplantationir
3 common themes
CPO supply will be flat or ⬇ depending on El N💧⚡☀
% biodiesel will be ⬆
🌴 oil 📈 will ⬆
Dorab was 🐻ish
Fry was 🐂ish
Mielke was 🐂🐂🐂ish
Thomas Mielke, Oil World
He thinks biodiesel demand will be low
But no worry, growth in other demand was 6m tons this yr
James Fry, LMC International
Still linking to oil price & a bit bearish
Dorab Mistry was the most bearish
Bearish because of higher production
Bearish because biodiesel is self correcting
Bearish because soy supply
Bearish but price can rise a bit
Bearish but bullish LT
Please follow us @ehplantationir