MagnaFat
BAL
July 2026
ORDER
SOON
Order by Apr 21, 2026
Order 29 ST from Food Grid at target $963/MT
via Barranquilla, Colombia → OAK
Supplier capacity: Food Grid allocation represents 1% of their 3,250 MT/month capacity, leaving substantial headroom for volume adjustments or additional products.
Estimated freight: $0/container
Supply Waterfall
New PO: 1,804 ST
Landed Cost
FOB $963 + broker $1 = $965/MT
Timeline
PO by Apr 21, ship Jun 1-Jun 15, arrive ~Jul 29
Demand Rationale
48 firm (contracts + orders)
+ 1,756 forecast (0% accuracy)
Price Rationale
FOB $963 plus $1 broker fee yields $965/MT landed cost, competitive within current market conditions for Colombian-origin MagnaFat.
Reasoning: Food Grid offers competitive pricing at $965/MT landed to fill the 1,804 ST MagnaFat gap at BAL for July 2026. The 29 ST allocation addresses immediate supply needs with a July 29 arrival aligned to demand timing.
Risk:
Demand is entirely forecast-driven with zero firm commitments, creating significant volume risk. Only 48 ST of the 1,804 ST gap represents confirmed orders.
Est. $27,973 ($965/MT landed)
MagnaFat
BAL
July 2026
ORDER
SOON
Order by Apr 21, 2026
Order 19 ST from Asia Palm at target $933/MT
via Barranquilla, Colombia → OAK
Supplier capacity: Asia Palm's 6,000 MT/month capacity accommodates this 19 ST order with minimal utilization, providing flexibility for future volume increases.
Estimated freight: $0/container
Supply Waterfall
New PO: 1,804 ST
Landed Cost
FOB $933 + broker $1 = $934/MT
Timeline
PO by Apr 21, ship Jun 1-Jun 15, arrive ~Jul 29
Demand Rationale
48 firm (contracts + orders)
+ 1,756 forecast (0% accuracy)
Price Rationale
$933 FOB plus $1 broker fee totals $934/MT, representing the lowest-cost option for this July shipment and improving overall portfolio economics.
Reasoning: Asia Palm provides a lower-cost alternative at $934/MT landed, offering 19 ST to diversify supply sources and reduce single-supplier dependency for the BAL MagnaFat gap.
Risk:
Forecast-dependent demand with 0% firm coverage creates execution risk; the 1,756 ST unsold forecast portion requires demand validation before scaling.
Est. $17,753 ($934/MT landed)
MagnaFat
BAL
July 2026
WAIT
PLAN
Demand Certainty
0% demand certainty necessitates a wait-and-see approach; establish clear demand confirmation milestones by late April before committing additional capacity.
Wait for demand to firm up before sourcing
Only 0% of demand is from firm contracts. Monitor and re-evaluate as contracts are signed.
Reasoning: Recommend deferring new sourcing commitments until demand certainty improves; the 1,756 ST forecast gap lacks firm customer backing and warrants demand validation.
Risk:
100% of unsourced volume is forecast-driven with zero firm demand, creating unacceptable inventory risk if market conditions shift or customer commitments fail to materialize.