Ja, genau. Dass die Eisenbahn immernoch so große Probleme hat und dass die Exporte daher um fast 30% einbrechen, überrascht mich aber. Ich hatte mit einem Rückgang von 10-15% gerechnet, was durch deutlich gestiegene Kohlepreise gut ausgeglichen worden wäre.
Weiß eigentlich einer hier, wie viel günstiger sie die Kohle an Eskom verkaufen, im Vergleich zum internationalen Markt?
Der Ausblick für H2 sieht aber doch gar nicht so übel aus, zumal Transnet sagt, dass sie nach der Juli-Wartungsrunde die Kapazität deutlich erhöhen können:
"COMMODITY MARKETS AND PRICE
European demand for South Africa’s high caloric value (CV) coal
is expected to increase in 2H22. This is mainly attributed to the
European ban of Russian coal coming into effect in August 2022.
The power crisis in India is also expected to contribute to higher
demand as the government has now mandated all importing
coal-based plants to resume full scale operations. Market volatility
is expected in 2H22 as Russian suppliers seek alternative markets
to place product. We expect pricing to remain strong, given the overall
higher pricing of the energy complex.
Domestic demand for high CV and power station coal is expected to
remain strong should the current export price levels persist into 2H22,
as market participants continue to truck coal to alternative ports due
to the favourable pricing environment."
Weiß eigentlich einer hier, wie viel günstiger sie die Kohle an Eskom verkaufen, im Vergleich zum internationalen Markt?
Der Ausblick für H2 sieht aber doch gar nicht so übel aus, zumal Transnet sagt, dass sie nach der Juli-Wartungsrunde die Kapazität deutlich erhöhen können:
"COMMODITY MARKETS AND PRICE
European demand for South Africa’s high caloric value (CV) coal
is expected to increase in 2H22. This is mainly attributed to the
European ban of Russian coal coming into effect in August 2022.
The power crisis in India is also expected to contribute to higher
demand as the government has now mandated all importing
coal-based plants to resume full scale operations. Market volatility
is expected in 2H22 as Russian suppliers seek alternative markets
to place product. We expect pricing to remain strong, given the overall
higher pricing of the energy complex.
Domestic demand for high CV and power station coal is expected to
remain strong should the current export price levels persist into 2H22,
as market participants continue to truck coal to alternative ports due
to the favourable pricing environment."