Supply notes, logistics references, and the Manifest market brief, all in one place.
Supply notes · 2026-05-14 · 6 min read
Both grade families are natural rubber from estate cooperatives. The grading method, supply chain, and downstream compounding behaviour are where they part ways.
Logistics · 2026-05-14 · 5 min read
Industrial buyers often default to FOB, but for specific routes like Port Klang to Karachi, an EXW arrangement can unlock significant cost savings and greater control over logistics. Understanding the nuances is key.
Manifest · issue 001
Manifest · issue 001 · 2026-05-14 · 5 min read
LME copper held above $14,000/MT on Chinese demand and supply concerns. Brent stayed bid near $106 on Middle East supply tightness. USD/MYR firmed to 3.93. The inaugural issue.
Logistics · 2026-05-10 · 5 min read
EXW, FOB, CFR, CIF, DDP. The five terms that matter most for industrial supplies and procurement, with the responsibility and cost split spelled out.
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