New CNSL plant increases shell supply risk
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Hi Eric,
You looked at market info on Tridge before, so thought this would matter for Tan-ko Mirae Green.
A $5m CNSL plant just opened at Dundani (Mkuranga), with capacity of about 3 to 4k t raw cashew and 2.5 to 3k t CNSL per year.
That new capacity is increasing competition for shells. Now's a good time to lock in offtakes before the Oct to Jan season.
Global importers are already using our data to decide where to buy.
If this is relevant, reply and I'll share timing and contract points to watch.
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Mario Lee
Senior Account Executive, Tridge
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