I agree Caltex may only place orders with ARW.
But the Caltex “Issue 45 Oct – Nov 08” states they have a contract with BPL.
I am about to review the BPL website but my understanding is that ARW is the only producer that uses Tallow and I would like to think they can under cut BPL.
I spoke to Max late last week and he paints a very positive picture for 2009 but I can’t post any summary of our discussion on this forum.
As mentioned I have requested a market update and I am incredibly disappointed we find out more from ARW’s customers than ARW.
caltex and arw, page-7
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