MagnaBlend
OAK
June 2026
ORDER
IMMEDIATE
Order by Mar 21, 2026
Order 44 ST from PT Dua Kuda Indonesia at target $1,138/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 44 ST represents only 4% of PT Dua Kuda's 1,000 MT/month capacity, ensuring reliable fulfillment.
Estimated freight: $0/container
Supply Waterfall
Existing Plan: 77 ST → New PO: 73 ST
Landed Cost
FOB $1,138 + broker $1 = $1,139/MT
Timeline
PO by Mar 21, ship May 1-May 15, arrive ~Jun 28
Demand Rationale
150 firm (contracts + orders)
Price Rationale
FOB $1,138/MT plus $1/MT broker fee yields $1,139/MT landed cost, competitive for urgent gap-fill.
Reasoning: PT Dua Kuda Indonesia can supply 44 ST at $1,138/MT FOB to close the remaining gap after existing plans. Order by March 21, 2026 enables delivery by late June to meet firm demand.
Risk:
Firm demand represents 100% of total requirement with zero forecast exposure, minimizing demand-side risk.
Est. $50,106 ($1,139/MT landed)
MagnaBlend
OAK
June 2026
ORDER
PLAN
Order by Invalid Date
Order 29 ST from Huzdom Chemical (PT Domas) at target $1,197/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 29 ST utilizes only 10% of Huzdom's 300 MT/month capacity, ensuring availability without supply constraints.
Estimated freight: $0/container
Supply Waterfall
Existing Plan: 77 ST → New PO: 73 ST
Landed Cost
FOB $1,197 + broker $1 = $1,198/MT
Demand Rationale
150 firm (contracts + orders)
Price Rationale
FOB $1,197/MT plus $1/MT broker fee yields $1,198/MT landed cost; premium reflects secondary supplier status and planning timeline flexibility.
Reasoning: Huzdom Chemical (PT Domas) offers 29 ST at $1,197/MT FOB as secondary gap-fill option for OAK, providing supply diversification if PT Dua Kuda allocation is constrained.
Risk:
Firm demand is 100% committed with no forecast uncertainty, reducing execution risk.
Est. $35,310 ($1,198/MT landed)
MagnaBlend
TAC
June 2026
WAIT
PLAN
Demand Certainty
0% demand certainty indicates insufficient visibility to justify procurement; recommend deferring action pending firmer customer commitments.
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: TAC demand is entirely forecast-based (62 ST, 0% firm) with zero certainty, warranting no sourcing commitment until demand signals strengthen and firm orders materialize.
Risk:
Zero firm demand creates significant demand-side risk; sourcing 62 ST of purely speculative volume exposes inventory to obsolescence and margin erosion.