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OCI NL0010558797

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OCI - 2021

7.828 Posts
Pagina: «« 1 ... 244 245 246 247 248 ... 392 »» | Laatste | Omlaag ↓
  1. [verwijderd] 6 oktober 2021 13:14
    Het hakt er keihard in.
    Bloomberg
    European Industry Buckles Under a Worsening Energy Squeeze

    European Industry Buckles Under a Worsening Energy Squeeze
    Vanessa Dezem and William Wilkes
    Wed, October 6, 2021, 10:26 AM
    (Bloomberg) -- European industry is being pushed closer to breaking point as the region’s energy crisis worsens by the day.

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    Power and gas prices are hitting fresh records almost daily, and some energy-intensive companies have temporarily shut operations because they’re becoming too expensive to run. As winter approaches and Europeans start to turn on their heaters, the squeeze will intensify, pushing more executives into tough decisions about keeping plants open.

    Ammonia producer SKW Stickstoffwerke Piesteritz GmbH is among those that’s been forced into drastic steps. The German company, which burns through 640 gigawatt hours of natural gas each year, equivalent to about 50,000 households, said Tuesday it will cut production by 20% to offset rising gas prices.

    “It doesn’t make sense to make ammonia at these price levels,” said Chief Executive Officer Petr Cingr. “A complete production stop looms if the government doesn’t act.”

    On Wednesday, the European Union issued a fresh warning and said it will outline measures including tax cuts and state aid that governments can use to help.

    “This price shock cannot be underestimated,” EU energy chief Kadri Simson said. “If left unchecked, it risks compromising Europe’s recovery.”

    Those comments came a day after the U.K.’s Energy Intensive Users Group called on the government there to roll out emergency measures or face businesses shutting down this winter.

    The crisis ripping through the region is the result of a supply crunch tangled up with a burst in demand after the Covid-19 pandemic. It threatens to put the brakes on the economic rebound by jacking up business costs and household energy bills, sending inflation to multi-year highs.

    Many companies are trying to increase their energy efficiency, but any gains are being overwhelmed by the extent of the cost surge. The damage will worsen if the crisis evolves from a price shock to shortages, and more industries have to take the dramatic step of flicking the “off” switch.

    There’s even a risk that governments intervene directly, as has happened in China. That could involve restrictions on industrial energy consumption to conserve dwindling supplies and keep homes heated over winter, especially at Christmas.

    Front-month Dutch gas futures jumped as much as 22.4% on Wednesday after closing 20% higher on Tuesday. The U.K. equivalent benchmark jumped as much as 27.6%.

    “It’s really scary,” said Carsten Rolle, head of the energy department at Germany’s BDI industry association. “The price rises make you dizzy.”

    Last month, CF Industries Holding Inc., a major fertilizer maker, halted operations at two U.K. plants, citing high natural gas prices. Austria’s Borealis AG and Norwegian chemical firm Yara International ASA have also reduced output.

    These measures will affect other industries, such as agriculture, adding to pressure on food prices. More widespread shutdowns would dent economic growth and put jobs at risk.

    Options to alleviate the spikes seem to be limited. On the supply side, not much relief is expected from major natural gas producers, which have held back flows for their own domestic needs.

    The longer the crisis drags on, the greater the chance of all-out supply shortages.

    German giant BASF SE is already preparing for that, and says it’s secured long-term contracts with a range of gas providers to avoid getting hit by a crunch at any one supplier. The company’s Ludwigshafen facility, Europe’s largest chemical plant, has been designated “systemically relevant” by Germany’s grid operator, meaning its electricity supply wouldn’t be cut off in order to protect public supplies.

    The impact of record gas, electricity and carbon prices has been greater on small and medium industrial producers, which have fewer financial protection options and are more exposed to volatility.

    Already hurt by coronavirus lockdowns, many of Germany’s smaller firms decided against securing long-term energy supplies earlier this year and can’t afford to catch up now as gas prices are so high, according to Andreas Loeschel, professor of resource economics at Ruhr-University Bochum.

    “So much depends on the the demand side of the equation,” he said, referring to the potential for a colder-than-expected winter. “A number of unlikely events are building up to cause a situation we’ve never seen before.”
  2. IEXCL 6 oktober 2021 13:17
    hoe zat het ook alweer bij OCI mbt de oplopende gasprijzen? Zijn deze voldoende afgedekt?
  3. forum rang 6 BultiesBrothers 6 oktober 2021 13:25
    Wel weer zwaar kl*te dat de markten corrigeren net wanneer OCI aan het uitbreken is. We staan nu maar 8% boven de High van afgelopen mei (23 euro).. Dat terwijl er fundamenteel stukken beter voor staan. En de prijzen die de pan uitrijzen.
  4. forum rang 6 Just lucky 6 oktober 2021 13:30
    Gezien de lage omzet en kleine transacties, denk ik dat kleine slecht geïnformeerde beleggers denken dat OCI ook last heeft van de hoge gasprijzen en daarom hun stukjes verkopen.
  5. forum rang 6 Just lucky 6 oktober 2021 13:44
    quote:

    Just lucky schreef op 6 oktober 2021 08:33:

    [...]In deze markt mag je je handen dichtknijpen met 27 euro eind van de week, eind oktober is 30 wel haalbaar denk ik.
    Kleine update: ik maak er maar 26 euro van voor deze week.......
  6. IEXCL 6 oktober 2021 13:46
    Ben heel benieuwd naar reactie, alvast dank! M.b.t. impact vanwege gasprijzen voor OCI
  7. forum rang 6 BultiesBrothers 6 oktober 2021 13:52
    quote:

    REALX schreef op 6 oktober 2021 13:46:

    Ben heel benieuwd naar reactie, alvast dank! M.b.t. impact vanwege gasprijzen voor OCI
    Nou,BIOMCN zal wel dichtblijven, maar de rest heeft gunstige gascontracten afgesloten dus lijkt me verder niks aan het handje
  8. IEXCL 6 oktober 2021 13:54
    Heb het volgende nog terug kunnen vinden: ING zei op 20 september:

    'Daarnaast leiden de fors stijgende gasprijzen tot hogere prijzen voor kunstmest', vervolgt Demeester. 'OCI is zelf echter ingedekt tegen hoge gasprijzen door overeenkomsten in het Midden-Oosten en de VS. Daardoor heeft het een voordeel tegenover concurrenten die soms wel hoge gasprijzen moeten verteren.'
  9. forum rang 6 Just lucky 6 oktober 2021 13:57
    quote:

    Dubbeldip schreef op 6 oktober 2021 13:52:

    Lijkt vandaag wel een groot zwart gat waar alles in verdwijnt.
    Om precies 11.08 zette iemand een schakelaar om...
  10. forum rang 6 Just lucky 6 oktober 2021 14:21
    quote:

    BultiesBrothers schreef op 6 oktober 2021 14:17:

    Nou hup rebounden met die toko.. Ik heb op 24.74 nog wat opties maart bij gekocht..
    Als je er maar genoeg koopt, gaat de koers vanzelf omhoog. De marketmaker zal namelijk aandelen kopen om het risico af te dekken.
  11. forum rang 6 Just lucky 6 oktober 2021 14:29
    Weer zo'n bijzonder order met 30k stuks

    24.92 547 14:26:13.000 ?
    24.9113 2,024 14:26:09.000 ?
    24.89 30,000 14:25:48.000 ?
  12. forum rang 6 BultiesBrothers 6 oktober 2021 14:29
    quote:

    Just lucky schreef op 6 oktober 2021 14:21:

    [...]Als je er maar genoeg koopt, gaat de koers vanzelf omhoog. De marketmaker zal namelijk aandelen kopen om het risico af te dekken.
    Ja dat zou best kunnen... Dus tip. allemaal opties kopen
7.828 Posts
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