MagnaPalm
OAK
August 2026
ORDER
PLAN
Order by May 21, 2026
Order 64 ST from Asia Palm at target $1,268/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 64 ST represents only 2% of Asia Palm's 3,500 MT/month capacity, ensuring no supply constraint and allowing flexibility for demand adjustments.
Estimated freight: $0/container
Supply Waterfall
New PO: 679 ST
Landed Cost
FOB $1,268 + broker $1 = $1,269/MT
Timeline
PO by May 21, ship Jul 1-Jul 15, arrive ~Aug 28
Demand Rationale
107 firm (contracts + orders)
+ 571 forecast (0% accuracy)
Price Rationale
FOB $1,268/MT landed cost is $118/MT below ICOF America alternative, delivering $5,072 total savings on 64 ST commitment.
Reasoning: Asia Palm offers competitive pricing to fill the 679 ST gap at OAK for August 2026, with 64 ST covering firm demand and providing buffer for forecast upside. Barranquilla routing supports timely arrival by late August.
Risk:
Only 107 ST (16%) of total demand is firm; remaining 571 ST forecast carries execution risk. Recommend monitoring demand signals through May order deadline.
Est. $81,202 ($1,269/MT landed)
MagnaPalm
OAK
August 2026
ORDER
PLAN
Order by May 21, 2026
Order 43 ST from ICOF America at target $1,386/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 43 ST utilizes only 1% of ICOF America's 4,000 MT/month capacity, maintaining supplier flexibility and preserving allocation for higher-certainty future months.
Estimated freight: $0/container
Supply Waterfall
New PO: 679 ST
Landed Cost
FOB $1,386 + broker $1 = $1,388/MT
Timeline
PO by May 21, ship Jul 1-Jul 15, arrive ~Aug 28
Demand Rationale
107 firm (contracts + orders)
+ 571 forecast (0% accuracy)
Price Rationale
FOB $1,386/MT is premium to Asia Palm; justified only as secondary fill for remaining gap after primary sourcing, providing supply redundancy.
Reasoning: ICOF America provides secondary fill option for OAK gap, with 43 ST capacity allocation supporting diversified sourcing strategy alongside Asia Palm. Same Barranquilla route ensures coordinated logistics.
Risk:
Firm demand represents only 16% of forecast total; 571 ST upside is speculative. ICOF pricing premium ($118/MT higher) warrants limiting allocation to secondary tranche.
Est. $59,663 ($1,388/MT landed)
MagnaPalm
OAK
August 2026
WAIT
PLAN
Demand Certainty
16% certainty threshold is too low to justify full sourcing commitment. Recommend reassessing demand signals by May 2026 before committing additional volume.
Wait for demand to firm up before sourcing
Only 16% of demand is from firm contracts. Monitor and re-evaluate as contracts are signed.
Reasoning: Recommend leaving 572 ST of forecast-driven demand unsourced given only 16% firm commitment. This conservative approach avoids over-inventory risk on highly uncertain volume.
Risk:
84% of total demand (571 ST) is forecast-based with minimal certainty; sourcing full gap exposes company to significant inventory carrying costs and potential obsolescence.