节点:下游(终端消费/应用)位置:下游情绪:利空参考度:4/10
9月17日,南非Chrome SA发表声明,强调南非需具备竞争力的采矿业与强大制造业基础。该组织愿与政府携手,营造利于采矿及制造业蓬勃发展的政策环境,但此需建立在有竞争力的电价、可靠电力供应与全球竞争性投资条件的框架内。
Chrome SA指出,拟议的铬出口税和配额,是为鼓励当地销售铬矿,以振兴南非陷入困境的铬铁冶炼行业。该行业利用铬矿生产铬铁,而铬铁是不锈钢制造的关键成分。然而,Chrome SA认为这并非可持续战略。
Chrome SA成员众多,涵盖Assore、Sibanye Stillwater等多家企业。该组织明确表示,铬矿开采行业愿成为解决方案的一部分,但需满足以下条件:其一,具备有竞争力的电价,使能源密集型产业能在全球竞争;其二,有可靠的电力供应,这要基于对Eskom复苏及多元化新发电的投资;其三,给予矿山和冶炼厂自行发电与ŏ..
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