Good morning, Jaen

Thursday, 20 August 2026

Two books, one diary, and the fire. Muninn holds what changed since yesterday, so start with what falls due and work back.

Brent 71.40 +1.2%
The Daydiary5mock
08:30
Desk check and overnight fills
30m
10:00
Saldanha Bulk — hedge structure
45m, 4 people
11:30
Jasper — book review
30m, 2 people
14:00
Cape Agri Exports — CFO intro call
1h, 3 people
16:15
Compliance sign-off, TCF policy
20m
Muninnthe memoryJaen + Jasper · 11:00mock
Qualified-3
Meeting+1
Negotiation-2
Won+1
Lost+1
DUE
Port Elizabeth MetalsJASPER
Mining
Long overdue — call, do not email
19d late
DUE
Saldanha Bulk TerminalsJAEN
Logistics
Send revised FX hedge proposal
12d late
DUE
Cape Agri ExportsJAEN
Agriculture
Confirm Thursday call with the CFO
8d late
DUE
Gqeberha Auto PartsJASPER
Automotive
Second round on the forward points
6d late
DUE
Bayside FreightJAEN
Logistics
Chase the signed mandate
5d late
DUE
Namib MineralsJAEN
Mining
Follow up on the intro email
3d late
DUE
Sundays River CitrusJASPER
Agriculture
Send the citrus season projection
2d late
DUE
Table Bay SeafoodsJAEN
Seafood
Send the pricing sheet
1d late
DUE
Winelands LogisticsJAEN
Logistics
Prep for the site visit
today
DUE
Coega IndustrialJASPER
Manufacturing
Agenda to the ops director
today
Tasks Duewhat is dated8 openmock
Saldanha revised hedge proposal
Saldanha Bulk
Today
Q3 flow numbers for Dave
Internal
Today
Invoice follow-up, Cape Agri
Cape Agri
Tomorrow
Re-stage the Qualified holding pen
CRM hygiene
Tomorrow
TCF policy sign-off
Compliance
Sat 22 Aug
Skuldwhat is owed2 openmock
Get the Saldanha revised proposal out before the 10:00
Re-stage the Qualified holding pen — 20 records minimum
Reply to Dave on the Q3 flow numbers
Heimdallthe watch4mock
Dave Anderson
Q3 flow numbers — need your read before Friday
Blocking his board pack
07:48
Saldanha Bulk Terminals
Re: revised hedge structure
Awaiting your proposal
06:12
Jasper Malan
Sundays River — can you take the CFO call?
Needs a yes or no
Yesterday
FNB Treasury
Confirmation required: settlement instruction
Cut-off is 14:00
Mon
Surtrthe fire2026-08-20mock
Brent71.40+1.2%
WTI67.85+1.4%
CurveShallow backwardation, front-month tightness easing
OPEC+ signals it will hold quotas through the next review
Removes near-term downside
Refinery maintenance in the Gulf running longer than planned
Crack spreads stay wide
Rand firmer on the week against a softer dollar
Landed fuel cost eases slightly
Read-through for the bookFirmer crude with a stronger rand roughly offset. Importers see little change in landed cost this week, but hedge cover below 70 still looks cheap.
The Forgetraining load12 activities heldmock
6Sessions, 7d
5h 30mMoving time+10m on last week
64.3Distance, km-7km on last week
140Avg HR, bpm
F
S
S
M
T
W
T
F
S
S
M
T
W
T
Running · 3Strength · 2Cycling · 1Last: Sea Point promenade · 2026-08-20
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