i am looking at this way. while other smelter are shut down some of their furnace due to the high eletric tariff, OMH is one of who continue to make decent profit and eat up available market share.
one more month to go to see first half how much OMH made.
and obtain 100% stake in Q4, and start silicon metal commissioning at Dec 2022. Business will be booming.
just the china effect on 2nd half is still not clear.
heard ukraine ask for delay debt payment, and russia going to cut north stream further, while few more month to go before winter.
the question how much and how fast OMH can ramp up production.
Ann: 30 June 2022 Quarterly Market Update, page-8
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