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Javier BULLÓN
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Javier BULLÓN

Sarawak has a very good price, but some other worldwide plants can have close the same, even lower depending of the exchange rate. The one’s unbelieveblae is 60 $/Mwh in FeSi in China. In western standard at this price the plant will be closed and if for the silicon metal in China the price is the same they are outside the market. Someone can understand in China seems easier to produce silicon than ferrosilicon ?. the silicon consume 40% more in electricity and the quartz arability for high quality is harder, Something is difficult to understand in China.

Chee Heng King
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Chee Heng King

You see the ballooning corporate debt in China. Thats how it can continue. Many of these smelters in China probably have dedicated electricity or spare capacity of electricity that is sold cheaply as there has been overbuilding of power plants, how long these subsidies can last is hard to say.

How sustainable Chinas production is hard to say, but electricity costs in Samalaju Industrial park/Sarawak are almost at the cost of what it takes to maintain and run a coal power plant.

Hydropower has operation and maintenance cost of coal power plants, but without the fuel cost. Ie:coal.