Potash price turbulence; further TiO2 price hikes anticipated

• Autores: Industrial Minerals
• Localización: Industrial Minerals, ISSN 0019-8544, Nº. 552, 2013
• Idioma: inglés
• Texto completo no disponible (Saber más ...)
• Resumen

  • "To say that prices will go down to $300/tonne is a very strong overreaction on the price," Moody's assistant vice president, Sergei Grishunin, told IM.

    "I think closure of the smaller Chinese polysilicon companies is actually a good thing for the industry since it will bring up the price of polysilicon to a sustainable $24/kg to $30/kg in the next 12 months," she explained to IM.

    "The current sub-$20/kg prices are not sustainable given that the cost of Siemens polysilicon production is $20/kg to $25/kg for large players and for smaller players around $25/kg to $30/kg, so any company selling below $20/kg is not making any money in this business and the overcapacity is dragging the entire industry down," [Fatima Toor] said.