Baikowski masters the design, development and production of these high-grade powders
purity thanks to 3 different industrial processes which are the Alum process, the modified Bayer process and
aluminum hydrolysis
Baikowski masters the design, development and production of these high-grade powders
purity thanks to 3 different industrial processes which are the Alum process, the modified Bayer process and
aluminum hydrolysis
Baikowski masters the design, development and production of these high-grade powders
purity thanks to 3 different industrial processes which are the Alum process, the modified Bayer process and
aluminum hydrolysis
The Baikowski group employs 139 people and produces ultra-pure alumina powders and formulations
pure as well as fine mineral oxides such as Spinel, ZTA, YAG or cerium. These products are
elements involved in the composition of technical ceramics, in precision polishing, in
crystals
From your document:
The Baikowski group employs 139 people and produces ultra-pure alumina powders and formulations pure as well as fine mineral oxides such as Spinel, ZTA, YAG or cerium. These products are elements involved in the composition of technical ceramics, in precision polishing, in crystals and in additives.
Baikowski masters the design, development and production of these high-grade powders purity thanks to 3 different industrial processes which are the Alum process, the modified Bayer process and aluminum hydrolysis
These three industrial processes are very expensive to operate and while margins will have improved due to 4N HPA prices increasing, they have not yet 'skyrocketed' or 'exploded'.
The viability of the Altech project is based on producing 4N HPA at a far lower cost via their Kaolin to HPA process. If Altech were to build a new plant based on the Bayer process or a variant, even at US40Kg the project would not be viable.
When the supply crunch comes, I'm sure most of the incumbent suppliers will ramp up production if they have spare capacity. That's what they are probably doing now to meet rising demand. There is no intel suggesting any of the incumbents are planning to greatly expand capacity or build new plants.
This will place upward pressure on prices, which if sustained for long enough and high enough will drive investment in new HPA capacity. Will the incumbent suppliers build new capacity based on the Bayer process or will they wait to see if Altech is successful with its process?
Regardless Altech is positioning itself to hit the sweet spot of supplying high-quality 4N HPA during a period of higher prices.
