南非能源监管机构就Eskom铬铁电价临时减免申请征求公众意见

Core Viewpoint - The South African National Energy Regulator (Nersa) is seeking public input on Eskom's application for a temporary electricity price reduction for the ferrochrome industry, which is crucial for the competitiveness of local smelting companies [2] Group 1: Application Details - Eskom has submitted a request for a temporary electricity price reduction for the ferrochrome sector, specifically affecting Samancor and Glencore-Merafe, for a period from January 1 to December 31, 2026 [2] - The public consultation period for submitting written opinions ends on January 20, with a public hearing scheduled for January 27 [2] Group 2: Industry Impact - Electricity costs account for 35% to 40% of the production costs in South Africa's ferrochrome industry, significantly impacting the competitiveness of smelting plants [2] - Samancor and Glencore-Merafe declared operational difficulties in February 2025 under the "take-or-pay" clause, leading to a previously approved six-month temporary exemption by Nersa [2] Group 3: Government Response - Due to ongoing market pressures, Eskom has submitted another application for a temporary price reduction in December 2025 [2] - The government is exploring the establishment of a special fund mechanism through the Department of Electricity and Energy to cover the price difference, aiming to prevent additional burdens on regular electricity users [2] - Nersa plans to expedite the review process after public participation to support the smelting companies in restoring stable operations [2]