MagnaOleic
BAL
March 2026
ORDER
IMMEDIATE
Order by Dec 22, 2025
Order 13 ST from ICOF America at target $1,415/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 13 ST represents minimal utilization of 4,000 MT/month warehouse capacity; no constraint on intake.
Estimated freight: $0/container
Supply Waterfall
New PO: 21 ST
Landed Cost
FOB $1,415 + broker $1 = $1,416/MT
Timeline
PO by Dec 22, ship Feb 1-Feb 15, arrive ~Mar 31
Demand Rationale
0 firm (contracts + orders)
+ 21 forecast (0% accuracy)
Price Rationale
$1,415 FOB plus $1 brokerage yields $1,416/MT landed, competitive for Colombian origin MagnaOleic in current market conditions.
Reasoning: BAL requires 21 ST of MagnaOleic in March 2026 with zero firm demand coverage. ICOF America sourcing from Colombia via Oakland provides 13 ST at $1,416/MT landed cost to close the immediate gap.
Risk:
100% of demand is forecast-based with no firm orders; market acceptance risk is elevated. Colombia sourcing adds geopolitical and logistics variability.
Est. $18,410 ($1,416/MT landed)
MagnaOleic
OAK
March 2026
ORDER
IMMEDIATE
Order by Dec 22, 2025
Order 11 ST from ICOF America at target $1,415/MT
via Barranquilla, Colombia → OAK
Supplier capacity: 11 ST utilizes minimal warehouse capacity at OAK (4,000 MT/month available); no intake constraints.
Estimated freight: $0/container
Supply Waterfall
New PO: 19 ST
Landed Cost
FOB $1,415 + broker $1 = $1,416/MT
Timeline
PO by Dec 22, ship Feb 1-Feb 15, arrive ~Mar 31
Demand Rationale
0 firm (contracts + orders)
Price Rationale
$1,415 FOB plus $1 brokerage yields $1,416/MT landed, consistent with BAL pricing and current Colombian market rates.
Reasoning: OAK requires 19 ST of MagnaOleic in March 2026 with zero demand signals (firm and forecast both 0 ST). ICOF America sourcing provides 11 ST at $1,416/MT to establish baseline inventory.
Risk:
Zero demand visibility creates significant speculative inventory risk; recommend demand validation before committing to full 19 ST order.
Est. $15,578 ($1,416/MT landed)
MagnaOleic
BAL
March 2026
ORDER
PLAN
Order by Invalid Date
Order 8 ST from No viable supplier (manual review) at target $0/MT
Supplier capacity: Warehouse capacity is not a constraint; supplier availability is the limiting factor.
Supply Waterfall
New PO: 21 ST
Demand Rationale
0 firm (contracts + orders)
+ 21 forecast (0% accuracy)
Price Rationale
Pricing TBD pending supplier identification; market rates likely $1,400–$1,450/MT depending on origin.
Reasoning: Remaining 8 ST gap at BAL for March 2026 has no viable supplier identified and requires manual sourcing review to identify alternative origins or negotiate extended lead times.
Risk:
Supply gap exposes BAL to potential stockout if forecast demand materializes; manual intervention needed to prevent fulfillment failure.
MagnaOleic
OAK
March 2026
ORDER
PLAN
Order by Invalid Date
Order 8 ST from No viable supplier (manual review) at target $0/MT
Supplier capacity: Warehouse capacity is not constraining; supplier identification and demand validation are critical prerequisites.
Supply Waterfall
New PO: 19 ST
Demand Rationale
0 firm (contracts + orders)
Price Rationale
Pricing structure TBD; market conditions suggest $1,400–$1,450/MT range depending on final supplier selection.
Reasoning: Remaining 8 ST gap at OAK for March 2026 lacks identified supplier and zero demand confirmation; manual sourcing review required to evaluate alternative suppliers or defer commitment.
Risk:
Speculative inventory with no demand signal and no supplier identified creates dual risk; recommend holding pending customer orders.