MagnaPalm
TAC
May 2026
ORDER
IMMEDIATE
Order by Feb 19, 2026
Order 519 ST from Asia Palm at target $1,268/MT
via Barranquilla, Colombia → OAK
Supplier capacity: This 519 ST order utilizes only 15% of Asia Palm's 3,500 MT/month capacity, leaving substantial headroom for additional May volume if demand signals strengthen.
Estimated freight: $0/container
Supply Waterfall
New PO: 865 ST
Landed Cost
FOB $1,268 + broker $1 = $1,269/MT
Timeline
PO by Feb 19, ship Apr 1-Apr 15, arrive ~May 29
Demand Rationale
0 firm (contracts + orders)
+ 865 forecast (0% accuracy)
Price Rationale
Asia Palm's FOB of $1,268/MT is $118/MT lower than the ICOF America alternative, delivering $61,000 in cost savings on this 519 ST tranche.
Reasoning: Asia Palm allocation of 519 ST addresses 60% of the 865 ST forecasted May demand gap at TAC, with immediate ordering required by February 19 to meet the May 29 arrival window.
Risk:
Forecast demand carries only 2% certainty; 98% of the 865 ST requirement remains unconfirmed, creating significant inventory risk if demand materializes below projections.
Est. $658,499 ($1,269/MT landed)
MagnaPalm
TAC
May 2026
ORDER
IMMEDIATE
Order by Feb 19, 2026
Order 346 ST from ICOF America at target $1,386/MT
via Barranquilla, Colombia → OAK
Supplier capacity: This 346 ST order utilizes only 9% of ICOF America's 4,000 MT/month capacity, providing flexibility to adjust volumes or redirect supply if market conditions shift.
Estimated freight: $0/container
Supply Waterfall
New PO: 865 ST
Landed Cost
FOB $1,386 + broker $1 = $1,388/MT
Timeline
PO by Feb 19, ship Apr 1-Apr 15, arrive ~May 29
Demand Rationale
0 firm (contracts + orders)
+ 865 forecast (0% accuracy)
Price Rationale
ICOF America's FOB of $1,386/MT is $118/MT higher than Asia Palm, but provides supply diversification and ensures full gap coverage when combined with the Asia Palm tranche.
Reasoning: ICOF America's 346 ST allocation complements the Asia Palm order to reach 865 ST total forecasted demand at TAC, with the same February 19 order deadline and May 29 delivery target.
Risk:
Forecast demand carries only 2% certainty; 98% of the 865 ST requirement remains unconfirmed, creating significant inventory risk if demand materializes below projections.
Est. $480,079 ($1,388/MT landed)