“Demand is still there”
This is what many people say
And it is true
But incomplete
👉 Because demand today is selective
And that changes everything
1. What Selective Demand Looks Like
Buyers are still buying
But only:
specific origin
specific quality
specific price
specific timing
👉 Everything else
does not move
2. The Illusion of Demand
Factories think:
“Market still has demand”
But in reality:
👉 Most inventory is not part of that demand
This creates a dangerous gap:
Visible demand
vs tradable demand
3. The Hidden Risk
Selective demand leads to:
slow inventory rotation
trapped positions
false confidence
Because:
👉 You think you can sell
Until you try
4. What Smart Players Do
They don’t ask:
“Is there demand?”
They ask:
Demand for what exactly?
At what price?
At what speed?
👉 Because only executable demand matters
5. Structural Insight
In this phase:
A small part of the market moves
The rest becomes illiquid
👉 That is where losses come from
Conclusion
Selective demand is not safety
👉 It is segmentation
And if your cargo is outside the segment
You don’t have demand
Further Reading
👉 https://codebanthe.com/bo/
Disclaimer
This article reflects market observation and practical trading experience.
It is for discussion purposes only and not commercial advice.