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The palm oil price outlook from the 3 gurus at the 2015 GAPKI conference in Bali
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Tweets from gapki bali 2015
1.
Indonesian Palm Oil
price Conference 2015 What they said, we tweeted @ehplantationir
2.
3 common themes
3.
CPO supply will
be flat or ⬇ depending on El N💧⚡☀ % biodiesel will be ⬆ 🌴 oil 📈 will ⬆
4.
Dorab was 🐻ish Fry
was 🐂ish Mielke was 🐂🐂🐂ish
5.
6.
Thomas Mielke, Oil
World
7.
8.
9.
He thinks biodiesel
demand will be low
10.
11.
But no worry,
growth in other demand was 6m tons this yr
12.
13.
14.
James Fry, LMC
International
15.
Still linking to
oil price & a bit bearish
16.
17.
18.
19.
20.
21.
22.
23.
Dorab Mistry was
the most bearish
24.
25.
Bearish because of
higher production
26.
27.
Bearish because biodiesel
is self correcting
28.
29.
Bearish because soy
supply
30.
31.
Bearish but price
can rise a bit
32.
33.
Bearish but bullish
LT
34.
35.
Please follow us
@ehplantationir
Download now