南非电能部长称铬铁冶炼厂电力交易成本不能“社会化”

Group 1 - The South African Minister of Electricity and Energy, Ramokhopa, emphasized that the costs of solutions to save the chrome smelting industry cannot be subsidized by other consumers [1] - A memorandum of understanding was signed between Eskom, Samancor Chrome, and Glencore–Merafe Chrome Venture to finalize an electricity pricing solution by March [1] - The chrome industry has been severely impacted by high electricity costs, which account for approximately 45% of processing fixed costs, making it unprofitable compared to Chinese competitors [1] Group 2 - The original price of chrome ore is about $150 per ton, but its value can reach $1,150 per ton after refining, highlighting the economic potential of the industry [1] - Ramokhopa is meeting with CEOs of global mining companies to discuss a proposed solution involving low-cost coal from "stranded assets" to reduce electricity prices for smelting plants from approximately 135 cents per kWh to 62 cents [2]