Dear Investors

These are the Reasons why Palm Oil prices will go up & stay up from now

1) Population Growth will cause inflation to lands & by proxy all palm oil companies as Land is used intensively for producing Palm Oil

As land on earth is limited but World Population Growth is unlimited the more people with less lands can only mean more costly palm oil

https://www.worldometers.info/world-population/

2) Covid 19 will reverse vertical build up & cause horizontal spread out

Now people for fear of Congested Highrise & Cities are moving out to live in the suburbs to avoid contact with Covid 19 - Example is people selling Highrise Apartment in New York City & moving to live in New Jersey for safety

This is shown up by new buildings & demand for wood

That means more people moving to Country Living from City Living

And that means less lands for agriculture as well

New Yorkers Are Leaving The City In Droves: Here's Why They're Moving And Where They're Going

One million people have fled New York City and the tri-state area—which encompasses New Jersey, Connecticut and Long Island—in the last nine years. According to Bloomberg, almost 300 people are moving out of the area per day.

This trend is not exclusive to the New York metropolitan area. Many similar regions are seeing their residents migrate to other states. Los Angeles, Chicago, Washington, D.C., and San Francisco, as well as Connecticut’s Hartford, Bridgeport and New Haven, have all experienced a substantial exodus of people.

United Van Lines, the large moving truck company, keeps statistics on the flow of people. The company reports that three states in the Northeast—New Jersey, New York and Connecticut—are among the top places from which people are moving the fastest.

3) The Use of Too Many Fossil fuel has caused climate change

So people must be to Renewal Energy like Hydro, Wind, Solar & Biodisel

In USA Philipps 66 is building the World's Biggest Biodisel Refinery

This will push up both the Value of Soybean Oil & Palm Oil

On lands cars, trucks & buses will be using more & more electric as well as biodisel like in Brazil, Iowa, Indonesia & others

CLIMATE CHANGE TO BIODISEL WILL BE GREAT FOR PALM OIL AS WORLD PIVOTS FROM POLLUTION OF FOSSIL FUEL TO BIOFUEL

See

On the sea Maersk is also turning its Vast Shipping business into Biodisel power

4) Floods destroy Crops mean more expensive Food Grain for Fuel

The destruction of Amazon has Unleashed Water into the Sky which will cause Super Typhoons to hit China. And later Mega Typhoons that will damage more crops

This is another sign of climate change

China’s northeastern corn belt left flattened by typhoons, fuelling food-security concerns ahead of autumn harvest

5) Drought & Fires destroy USA & Canada Crop lands leading to scarcity & high prices as well

6) As lands become unplantable the remaining crop lands will be even more scarce & expensive for all

Leading to inflation & later hyper-inflation

7) Palm oil being 7 times more effective than other Oil seed crops is irreplacable

It takes 7 times more land to grow other Oil producing crops

Oil palm plantations produce 73.5 million tonnes of vegetable oil from a total land area of 27 million hectares worldwide. ... This means that oil palm actually uses much less land than other crops, which is one reason why it's so popular with growers

8) Many places have Stopped converting forest lands to palm oil like in Sarawak - leading to even more expensive remaining converted palm oil lands

9) Palm oil made plastic is biodegradable until plastic made from Fossil oil

And palm oil is found in 50% of all Supermarket Products

10) Now these are the Combined, Colllective Reasons why Palm oil/ CPO Prices will no longer be cheap like before & will there stay elevated for a pro longed period

Since cost of production is fixed at Rm1400 to Rm1600 per ton Cpo now at over Rm4600 is giving from 100% to 200% real & sustainable profits''

No better time than now to take position in Palm Oil shares

Best regards

Calvin

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager.