Very strong asset. The market hasn't picked up that OMH is the...

Very strong asset. The market hasn't picked up that OMH is the only silicon metal producer on the ASX. The Ferroglobe conference call talks about the silicon value chain.

As a leading producer of silicon metal, we are well-positioned to capitalize on high demand and markets such as solar and battery. The onshoring movement driven by initiatives like the inflation Reduction Act in the US and similar initiatives in Europe are having a significant impact on the criticality of silicon metal in the solar value chain. This solidifies our position in the market. This is a clear indicator of the growing demand for renewable energy and the increased focus on local sourcing and production. It presents a unique opportunity for a company like ours.
We are well positioned to take advantage of these trends and deliver strong results. We are committed to driving a competitive advantage in the solar industry through our state-of-the-art silicon metal technology. Our focus on efficient furnace design, maximizing energy efficiency and providing assets to advanced technologies not only improves our operations but also reduces project risk for our customers.
In addition to solar, we also see substantial growth opportunities in the coming years, driven primarily from batteries used in electric vehicles. In the battery market silicon metal provides significant advantages over graphite, the current standard used in the battery anodes, including a dramatic increase in battery capacity and the reduction in charging time. As this technology improves, the industry is expected to see rapid adoption, driving strong growth in silicon metal for the foreseeable future.

https://seekingalpha.com/article/4581361-ferroglobe-plc-gsm-q4-2022-earnings-call-transcript