Indonesian Palm Oil price Conference 2015 What they said, we tweeted @ehplantationir

3 common themes

CPO supply will be flat or ⬇ depending on El N💧⚡☀

% biodiesel will be ⬆

🌴 oil 📈 will ⬆

Dorab was 🐻ish

Fry was 🐂ish

Mielke was 🐂🐂🐂ish

Thomas Mielke, Oil World

He thinks biodiesel demand will be low

But no worry, growth in other demand was 6m tons this yr

James Fry, LMC International

Still linking to oil price & a bit bearish

Dorab Mistry was the most bearish

Bearish because of higher production

Bearish because biodiesel is self correcting

Bearish because soy supply

Bearish but price can rise a bit

Bearish but bullish LT

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