Untuk rekan-rekan yang trading:
Saham-saham sektor Agri: AALI, LSIP, UNSP, dll.
Futures: kontrak berjangka Olein dan CPO

Mungkin info berikut bermanfaat:

POC 2009 - summary of Mielke, Mistry, Fry, Richard ans chartist

Mielke - Oil World:
PO output to slow on weaker prices.
For JAN-JUNE : CPO cif Rotterdam may rise to $ 640/t (RM 2360) as global output slows.( now apr/june rotterdam cif $600)
                                 RBD POLEIN will be arnd $670/T (RM 2470) cif Rotetrdam
economy dowturn may limit the PO's price rally
expects low output of oils & fats in 2009- slow investment in agri and plantings
small rise in cpo output this year in Indon and Msia due to tree stress after a good harvest

Mistry :
CPO will go to RM 2100/ $ 570 in next few weeks on tight stocks
weaker in 2H2009 on weaker sbo, higher output Aug onwards and slow demand. Stock to swell again
Polein may go higher temporarily to crude degummed SBO
After apr/may, palm will become uncompetitive against soutgh american sbo. will lose mkt share to sbo.
On India:
      demand will increase in 2009 due to o duties for cpo and sfo
      consumption will expand by half miliion tons to 13.5 miliion tns this year
      No duty hike till end June - new govt/election
      PO demand will rise 11.2% to 5.66 million tons in current oil year
      SBO consumption/demand  will fall 4.8% to 2 million  tons due to higher duty.

James Fry:
CPO prices RM 1400-1500/t by July on alow demand, weaker crude oil and stock-output trend is not tight

Richart Kastilani - Tropical Oil Grains:
RM 1500 - rm 2000 ($420-540)   for next 3-4 mths.

Prudential Technical:
range 1700 to 2300.

2H 2009 may drop to $400 (arnd RM 1500) if good harvest of RSO,and SFO and if crude oil arnd $35-$45