MagnaFat
OAK
July 2026
ORDER
SOON
Order by Apr 21, 2026
Order 172 ST from Food Grid at target $963/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 172 ST represents only 5% of Food Grid's 3,250 MT/month capacity, leaving substantial headroom for volume adjustments.
Estimated freight: $0/container
Supply Waterfall
New PO: 1,637 ST
Landed Cost
FOB $963 + broker $1 = $965/MT
Timeline
PO by Apr 21, ship Jun 1-Jun 15, arrive ~Jul 29
Demand Rationale
286 firm (contracts + orders)
+ 1,351 forecast (0% accuracy)
Price Rationale
FOB $963/MT plus $1/MT broker fee yields a landed cost of $965/MT, competitive for South American sourcing to West Coast.
Reasoning: Food Grid offers competitive pricing to fill the 1,637 ST gap at OAK for July 2026, with 286 ST of firm demand and 1,351 ST of forecast demand requiring coverage.
Risk:
Only 20% of total demand is firm; the remaining 1,351 ST represents forecast-driven exposure that may not materialize, creating inventory risk.
Est. $165,912 ($965/MT landed)
MagnaFat
OAK
July 2026
ORDER
SOON
Order by Apr 21, 2026
Order 114 ST from Asia Palm at target $933/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 114 ST utilizes only 2% of Asia Palm's 6,000 MT/month capacity, providing significant flexibility for volume expansion or reduction.
Estimated freight: $0/container
Supply Waterfall
New PO: 1,637 ST
Landed Cost
FOB $933 + broker $1 = $934/MT
Timeline
PO by Apr 21, ship Jun 1-Jun 15, arrive ~Jul 29
Demand Rationale
286 firm (contracts + orders)
+ 1,351 forecast (0% accuracy)
Price Rationale
FOB $933/MT plus $1/MT broker fee yields a landed cost of $934/MT, approximately $31/MT lower than Food Grid, improving margin on firm volume.
Reasoning: Asia Palm provides a lower-cost alternative at $933 FOB to address the same 1,637 ST gap, offering 114 ST with favorable pricing and ample supplier capacity.
Risk:
Identical demand composition (20% firm, 80% forecast) creates the same inventory risk; pricing advantage must be weighed against forecast uncertainty.
Est. $106,519 ($934/MT landed)
MagnaFat
OAK
July 2026
WAIT
PLAN
Demand Certainty
Firm demand of 286 ST warrants immediate sourcing; the 1,351 ST forecast component should be revisited once demand signals strengthen.
Wait for demand to firm up before sourcing
Only 20% of demand is from firm contracts. Monitor and re-evaluate as contracts are signed.
Reasoning: Given that only 286 ST (20%) of the 1,637 ST gap is firm demand, reducing exposure by deferring the 1,351 ST forecast-driven portion aligns with prudent inventory management.
Risk:
Forecast demand of 1,351 ST carries only 20% certainty; sourcing this volume exposes the company to significant inventory carrying costs and potential obsolescence.