I hope omh gets to producing silicon metal if they intend to...

I hope omh gets to producing silicon metal if they intend to expand in the future. Post the manganese alloys expansion.


it would make a lot of sense. The indication is that hydropower capacity will move from 4k-5k mwhs to 8k mwhs in the future. But actual potential capacity is 20k mwhs.


the steel alloys r limited by steel demand.


however siliconmetal is expected to grow at 5% per annum. Thats with most of the demand coming from aluminium.


the area where there is high demand growth for siliconmetal is solar. Which is only about 20+% of the consumption of silicon metal globally. The demand for solar is likely to continue rising for several decades and its likely growing faster than the other uses of siliconmetal, which would give a boost to the demand growth profile as solar contributes a larger portion of the silicon metal demand pie.