Kan harus dekat Equator kata buku Iyung Pahan juga, di Afrika juga cocok karena asli afrika, cuma Bibit Malaysia paling canggih!
Harga Biofuel(ethanol dan biodiesel) di eropa lebih murah dari fossil fuel. Justru makin naik komoditas agri karena dipakai bahan bakar bukan? that is the main reason, plus the ChINDia economic growth! Anda baca majalah Newsweek minggu lalu, petani jagung dan soy di USA mulai aktif lagi nanem setelah harga melambung, padahal 5 tahun lalu mereka stop tanam (karena nggak ada subsidi dari US govt). Kalo dikita petani kedelai ketika kedelai turun malah jual lahan ganti profesi, kalo di Amerika ketika Soy turun mereka nggak jual lahan kebanyakan jadi online trader atau tanam yg lain karena mereka nonton BLOOMBERG ngerti seluk beluk dagang cyclical komoditas. Jadi pas ketika harga naik tinggal tanam lagi nggak kayak kita panik cari lahan di Aceh sampai NTT. Disini kelihatan mahal soalnya subsidi premium. Virgin Airlines sudah gunakan 5% BIOAVTUR! --- Andrew wijaya <[EMAIL PROTECTED]> wrote: > Oh yah saya tambahkan areal tempat perkebunan > penghasil CPO relatif terbatas > hanya di Asia Tenggara, sedang diluar Asia Tenggara > belum cocok untuk > pengembangan kebon sawit, krn lamanya waktu panen. > > Pada tanggal 21/01/08, Andrew wijaya > <[EMAIL PROTECTED]> menulis: > > > > Untuk biofuel lebih kepada makna politis nya saja > krn harga bioful itu > > relatif mahal bahkan bisa sedikit diatas harga > bahan bakar fosil, Campuran > > bioful juga ikut naik seiring naiknya harga > minyak. Cuma yg pasti konsumsi > > untuk CPO yg naik tinggi krn membaiknya daya beli > di negara-2 berpenduduk > > besar. Mungkin biasanya ketika susah mereka mandi > seminggu sekali, sekarang > > jadi mandi setiap hari (contoh kecil), anda sadari > saja setiap hari mustahil > > hidup kita tanpa menggunakan CPO, mulai dari odol, > sabun mandi, shampoo, > > detergent hingga makanan. Semuanya berbahan baku > CPO. > > > > 2008/1/21, Eka Suwandana <[EMAIL PROTECTED]>: > > > > > > Ini saya ada pertanyaan yah? Kalo misalkan > konsumsi > > > minyak di Eropa diganti semua dgn BIOFUEL, > apakah > > > cukup lahan kosong utk memenuhinya? Lahan2 utk > TEBU, > > > JAGUNG, SOY, dan Sawit? Gw rasa masih kurang? > Utk > > > makan aja masih kurang apalagi utk bahan bakar? > Iya > > > nggak? > > > > > > Formula 1 tahun 2008 ini bakal dicampur 8% > ethanol, > > > semobil utk satu sesi GP butuh 3-4 ton Bahan > bakar??? > > > Gila nggak? > > > > > > --- Aria Bela Nusa <[EMAIL PROTECTED] > <ariabela%40centrin.net.id>> > > > wrote: > > > > > > > Harga2 CPOs masih naek2 - krn : > > > > > > > > o Harga kedele + minyak goreng yg naek2 (efek > > > > substitusi/komplementer) > > > > o Kebon kelapa sawit di Malaysia kena2 banjir > > > > > > > > Laen2 menjadi tambahan - spt biasa permintaan > China, > > > > India, dll > > > > > > > > > > > > > > > > > TERLAMPAU MURAH, ANALISIS GW MALAH TIDAK > TERTUTUP > > > > KEMUNGKINAN CPO BAKAL > > > > > TEMBUS RM 4RIBU/TON DALAM WAKTU 3 BULAN > KEDEPAN, > > > > DIPENGARUHI OLEH POTENSI > > > > > TURUNNYA PRODUKSI APALAGI ADANYA GEJALA > PEMANASAN > > > > GLOBAL YG MENYEBABKAN > > > > > TINGGINYA PROSENTASI GAGAL PANEN PADA KEBON > SAWIT > > > > DI INDO DAN MALAYSIA, > > > > > BILA > > > > > HAL INI BENAR TERJADI HARGA RM 5 RIBU/TON > MENJADI > > > > HARGA YG BAKAL TERCAPAI. > > > > > MEMANG KEJAM SIH BAGI WARGA MISKIN DI INDO, > TAPI > > > > ITULAH RESIKO BILA > > > > > EKONOMI > > > > > DISERAHKAN KE PASAR. > > > > > > > > > > 2008/1/21, Dean Earwicker > > > > <[EMAIL PROTECTED] > <dean.earwicker%40gmail.com>>: > > > > >> > > > > >> Grafik > > > > >> > > > > > > > > CPO<http://ifs.marketcenter.com/charts/charts.jsp?cID=AGMAS&iFSsymbols=MPO+F8-BMD&iFScompareTo=&iFSperiod=D&iFSvminutes=&iFSchartsize=800x550&iFSbardensity=LOW&iFSbartype=CANDLE&iFSstudies=&iFSohlc=true%255d > > > > > > > > >> > > > > >> Regards, > > > > >> DE > > > > >> > > > > >> On Jan 21, 2008 9:07 AM, Hendra Susanto > > > > < [EMAIL PROTECTED] > <hendra.soesanto%40gmail.com>> > > > > >> wrote: > > > > >> > > > > >> > > > > > >> > > > > > >> > *Palm oil sector outlook: Conditions > ripening - > > > > Upgrade CPO forecasts > > > > >> > (attached)* > > > > >> > > > > > >> > > > > > >> > *We have upgraded our CPO price forecasts > from > > > > RM3,000/t to RM3,400/t, > > > > >> > or 13%, for 2008 and 2009. This > isslightly > > > > above current prices > > > > >> RM3,280 and > > > > >> > consensus (RM2,750/t). * > > > > >> > > > > > >> > *Rightly so, I am convinced that this is > the > > > > year for soft > > > > >> commodities. > > > > >> > Analayst on the street will have to be in > the > > > > catch up game on > > > > >> upgrading > > > > >> > their assumotions like we have seen in > coal and > > > > base metals 12-24 > > > > >> months > > > > >> > ago. Soft commodites like CPO is still a > > > > massive underperformer to > > > > >> oil and > > > > >> > base metals. When inventory reach > critically > > > > low levels like we see > > > > >> now > > > > >> > (like base metals 18-24 months ago, note > > > > countries like China, Russia, > > > > >> > Agentina are not imposing either export > quota > > > > and tariffs) prices is > > > > >> > unlikely just to double. Triple and > quadtriple > > > > is more likely. > > > > >> Earning of > > > > >> > producers is highly highly leveraged to > price. > > > > * > > > > >> > > > > > >> > > > > > >> > Ialso raised the rubber price assumption > by > > > > similar percentage of > > > > >> 13.3%to US$2.8 cents. > > > > >> > > > > > >> > *Indonesian listed plantation* > > > > >> > > > > > >> > Following CLSA house view of higher CPO > price > > > > of RM3,400 (vs. > > > > >> previously > > > > >> > RM3,000), we have upgraded our earnings > of > > > > Astra Agro by 19%, Lonsum > > > > >> (23%), > > > > >> > and Bakrie Sumatera (31%). This reflects > the > > > > earnings sensitivity to > > > > >> the > > > > >> > underlying commodities as we raised our > CPO > > > > price and rubber price > > > > >> > assumption by 13.3% > > > > >> > > > > > >> > Indonesian listed plantation companies > are > > > > largely upstream plantation > > > > >> > with minimal exposure in refinery and > oleo > > > > chemical except Smart that > > > > >> has > > > > >> > large 850k tons refinery/cooking oil > > > > facilities. Earnings sensitivity > > > > >> to > > > > >> > every 10% increase in both palm oil and > rubber > > > > price is 15% in Astra > > > > >> Agro, > > > > >> > 17% in Lonsum, and 24% in Bakrie > Sumatera. > > > > >> > > > > > >> > *We continue to prefer Lonsum and > BSumatera > > > > that trades at 35% > > > > >> discount > > > > >> > to Astra Agro on EV per planted hectare > > > > valuation. We have raised our > > > > >> target > === message truncated ===
