With surging power and energy prices, most of the alloy smelters around the world have bcm unprofitable and idle... Elkem uses cheap hydro power but now they have workers strike halting some of there production too... These issue surely should put a dent in supply which should push alloy prices higher & one would assume it will benefit OMH in the medium term & longterm.. Lets hope so..
Ann: 30 June 2022 Quarterly Market Update, page-62
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