南非國(guó)家電力公司(Eskom)宣布,它已與薩曼科鉻業(yè)(Samancor Chrome)、嘉能可(Glencore)以及政府官員敲定了一份諒解備忘錄,將組建一個(gè)聯(lián)合多任務(wù)小組,該小組將“優(yōu)先制定一項(xiàng)干預(yù)措施,在支持產(chǎn)業(yè)競(jìng)爭(zhēng)力的同時(shí),確保電價(jià)解決方案不會(huì)給其他客戶帶來(lái)額外負(fù)擔(dān)”。各方同意在三個(gè)月內(nèi)提出一個(gè)建議方案。
南非國(guó)家能源監(jiān)管局(NERSA)目前正在處理一份針對(duì)冶煉廠臨時(shí)電價(jià)調(diào)整的申請(qǐng)。與此同時(shí),政府正在制定一項(xiàng)配套機(jī)制,以支持該行業(yè)實(shí)現(xiàn)更具競(jìng)爭(zhēng)力的定價(jià)路徑,預(yù)計(jì)該機(jī)制將在未來(lái)三個(gè)月內(nèi)敲定。這將是南非國(guó)家電力公司/南非國(guó)家能源監(jiān)管局為冶煉廠提供的第二個(gè)“特殊”低價(jià)電力方案。
一旦臨時(shí)電價(jià)獲得批準(zhǔn),冶煉廠承諾暫停依據(jù)《勞資關(guān)系法》第189條進(jìn)行的裁員程序,并在根據(jù)諒解備忘錄制定長(zhǎng)期解決方案的同時(shí),讓約40%的熔爐產(chǎn)能恢復(fù)運(yùn)行。(這意味著60%的產(chǎn)能將閑置,就嘉能可旗下的萊昂廠而言也是如此。)
哎呀,這個(gè)問(wèn)題可不是這幾年才出現(xiàn)的,關(guān)于它已經(jīng)進(jìn)行過(guò)多次討論了。問(wèn)題在于,目前仍有大量的鉻鐵產(chǎn)量——尤其是在中國(guó),而中國(guó)也是最大的鉻鐵消費(fèi)國(guó);其他國(guó)家,如津巴布韋,也在發(fā)展本國(guó)的鉻產(chǎn)業(yè);隨著不銹鋼產(chǎn)量的下降,西方對(duì)鉻鐵的需求也在減少;南非國(guó)家電力公司需要資本支出以維持運(yùn)營(yíng);而且該公司不能只支持一家主要用戶而忽視其他用戶。再多的討論也改變不了這些現(xiàn)實(shí)。
關(guān)鍵問(wèn)題在于,南非國(guó)家電力公司和政府將付出多大代價(jià)來(lái)維持冶煉廠工人的就業(yè)?以及這個(gè)解決方案究竟是真正的長(zhǎng)期方案,還是僅僅是權(quán)宜之計(jì)?
(Eskom’s new solution to saving South Africa’s ferrochrome smelters–a task force to study the problem
Eskom announced that it finalized a memorandum of understanding with Samancor Chrome and Glencore and government officials to establish a joint multi-task team that will “prioritise developing an intervention that supports industrial competitiveness while ensuring that electricity-pricing solutions do not impose additional burdens on other customers.” The parties agreed to present a proposed solution within three months.
NERSA is currently processing an application for an interim tariff adjustment for the smelters. At the same time, government is working on a complementary mechanism to support a more competitive pricing path for the sector, which is expected to be finalized over the next three months. This would be Eskom/Nersa's second "special" low-priced power price to smelters.
Once the interim tariff is approved, the smelters have committed to suspend the Sec. 189 retrenchment process and bring about 40% of their furnace capacity back online while the long-term solution is developed under the MoU. (The means that 60% of the capacity will be idled, which in the case of Glencore, running Lion.)
Gee is not like that problem hasn’t been around for years and there have been lots of talks on it. The problem is there is still much ferrochrome production–especially in China, which is also the largest ferrochrome users; other countries, like Zimbabwe, are developing their own chrome industries; Western demand for ferrochrome is going down with the production of stainless steel; Eskom needs capex to continue operating; and Eskom can’t support one major user and ignore the rest of the users. And no amount of talking is going to change that.
The bottom line is how much will Eskom and the government will pay to keep the smelter workers employed? And whether the solution will really be long-term or just a stop gap measure?)
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