OM Holdings ferro silicon the only producer on the ASX

I thought starting this new thread would help draw attention to ferro silicon.
Ferro Silicon is a commodity that not many investors take notice of. It isn't traded on the LME and it isn't a EV commodity so its NOT widely known.  
Why is ferro silicon important?
Ferro silicon is an additive used to produce EVERY tonne of steel.
OM Holdings OMH is the only ferro silicon producer listed on the ASX.
There is no ferro silicon produced in Australia, the reason is that power is too expensive in Australia.
It takes 8,000 to 9,000 kWh of power to produce one tonne of FeSi. This makes up to 50% of the production costs.
The worlds largest producers, Ferroglobe and Elkem had already been suffering from high power costs especially in Europe, low commodity prices were sending them broke and closing down smelters.
OM Sarawak uses the worlds cheapest hydro power on a 20 year price contract.
The situation in the USA is that most of the ferro silicon used by steel mills is imported from Russia, Malaysia and Brazil with some produced by US companies.
Brazil has already since Feb cut back supply Post #:42863968
OM Sarawak has been diverting some spot ferro silicon from the Asian market to Europe. Post #:43522024
"Some producers seem to increase sales volume to the European market rather than the stagnated Asian market. "
The US market is now short of ferro silicon supplies and the price has increased from 68 c/lb to 95c/lb
"USA they've just blown through the roof. Up 30% from 68c /lb to 95c/lb to US$2000/tonne. AUD$3430/tonne
Post #:43662004
https://intherightvein.com/2020/03/23/ferrosilicon-in-twilight-zone/

This situation has changed even more as the ferro silicon has been in short supply and prices surge further to US$1.00/lb. OM Sarawak is one of the worlds largest producers of ferro silicon.

	Column 1
0	US ferroalloy producers likely to be labeled as essential servicesby alanpatrickryan

In addition to the US steel industry, the AISI pointed out that the US Cyber and Infrastructure Security Agency of Dept. of Homeland Security listed ferroalloy manufacturing as a critical manufacturing sectors. The states’ governors, however, will make the final determination. Therefore, it is likely that the US ferroalloy producers, namely Elkem Marietta;  Ferroglobe (GSM) Beverly will continue to operate.

https://intherightvein.com/2020/03/...s-likely-to-be-labeled-as-essential-services/

	Column 1
0	US FeSi spot prices “firmly” $1 by alanpatrickryan

The US ferrosilicon market is extremely tight as mills continue to operate as essential services. Spot prices are firmly at $1 on reports a foreign supplier has reneged on some earlier cheaper sales.

https://intherightvein.com/2020/03/27/us-fesi-spot-prices-firmly-1/

The situation isn't going to change overnight, but as the new price setting starts to take effect, these surges in FeSi  pricing will add another $10 million profit per month just on ferro silicon alone.