Kharon’s Post

🔗 Antimony Oxide: Navigating Supply Challenges and Price Surges in Europe In recent months, we've seen a significant surge in the price of antimony oxide across the European market. This essential material, widely used in flame retardants, lead-acid batteries, and various industrial applications, is experiencing unprecedented price increases due to several factors. 🌍 Supply Chain Disruptions Political instability in Myanmar and environmental regulations in China have severely disrupted the global supply of antimony ore. These disruptions have tightened the availability of antimony oxide, driving up prices dramatically. 📈 Rising Demand The photovoltaic industry and the resurgence of flame retardant usage have boosted demand for antimony oxide. As countries focus on renewable energy and safety standards, the need for this versatile material continues to grow. 🛒 Strategic Buying Major market players like Minmetals have been strategically purchasing large quantities of antimony, further inflating prices. This buying activity underscores the material's critical importance and the competitive nature of securing its supply. 🔍 Current Market Outlook With prices rising and no immediate resolution to supply constraints, European consumers face higher costs and potential shortages. The market is likely to remain volatile, making it crucial for industries to explore alternative supply sources and invest in recycling technologies. For those involved in industries reliant on antimony oxide, staying informed and proactive in addressing these challenges will be key to navigating this turbulent market. #AntimonyOxide #SupplyChain #IndustrialMaterials #RenewableEnergy #MarketTrends #LinkedInNews

Mr. Yong Ye has elaborated the conclusion of 2023, China has established 421 #hydrogen #refueling stations, primarily concentrated in regions such as #Guangdong #Zhejiang #Shandong #Hebei and #Jiangsu. With the advent of toll exemptions for hydrogen #fuelcell vehicles on highways in provinces like Shandong and #Sichuan this year, the pace of hydrogen refueling station construction in #China is projected to increase in 2024. Below are the current hydrogen refueling prices at operational refueling stations, denoted in Chinese Renminbi (RMB).

The key developments have emerged regarding imported coal-fired power plants, during the recent visit of Finance Minister Muhammad Aurangzeb and Energy Minister Owais Leghari to China. According to sources, China has given the green light to convert three imported coal-run power plants to use local coal. This decision comes as these plants are among the most expensive in terms of electricity production in Pakistan. The 1320-megawatt power plants in question include Sahiwal Coal Power Plant, Hub Power Plant and Port Qasim Power Plant. All of these currently operate on imported coal and generating costly electricity within Pakistan's energy basket. Sources indicated that China has also responded positively to the Pakistani delegation regarding the re-profiling of these three coal power plants. It has been confirmed that a procedural framework for advancing the issues related to the imported coal-run power plants has been devised. Chinese authorities have assured the Pakistani delegation of their full support concerning Panda Bonds. This visit comes at a critical time when Pakistan is facing a severe electricity crisis exacerbated by capacity payments to Independent Power Producers (IPPs). Ongoing meetings between Pakistani and Chinese officials will address the conversion, re-profiling, and other related issues of the three power plants. https://lnkd.in/dWWgQkkM

In the past 10 months, electricity prices have surged by 35% under Shabaz Sharif's administration. This raises questions about his commitment to reducing electricity costs when such a significant increase has occurred. Moreover, the conversion of current imported coal Chinese power plants to utilize Thar coal is deemed technically infeasible. Shabaz Sharif's actions in this regard are perceived as a delay tactic, potentially impacting the public sentiment. #Government #ElectricityPrices #EnergySector #Policy #Administration

In the past 10 months, electricity prices have surged by 35% under Shabaz Sharif's administration. This raises questions about his commitment to reducing electricity costs when such a significant increase has occurred. Moreover, the conversion of current imported coal Chinese power plants to utilize Thar coal is deemed technically infeasible. Shabaz Sharif's actions in this regard are perceived as a delay tactic, potentially impacting the public sentiment. #Government #ElectricityPrices #EnergySector #Policy #Administration

Data pricing of hydrogen as fuel in china. I believe in mix hydrogen source will enforce market growth. More to learn from China deployment on #HydrogenEconomy.

1 EUR is ~8 CNY, so this means that the H2 price in Chinese HRSs ranges between 2,50 and 10 EUR/kg. The other day I saw a refueling station in NL selling for like 25 EUR/kg. #hydrogen #greenhydrogen #hydrogeneconomy

China module prices slide to new record low, manufacturers cut production: In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry. #Markets #ModulesUpstreamManufacturing #OpinionAnalysis

Chinese Module Prices Hit All-Time Low 📉 According to a recent update by #OPIS, a Dow Jones company, the global PV industry is witnessing a significant slide in module prices in China. Manufacturers have been compelled to reduce their production levels due to the prevailing market situation. This development prompts an important question: Is now the best time for PV investment or PV contracting? Considering the record low module prices, investors and businesses in the PV sector should carefully analyze this market trend. The decreasing costs offer excellent opportunities for those looking to invest in PV systems or engage in PV contracting. Moreover, low module prices could expedite the return on investment (ROI) for PV projects. It is, therefore, crucial for industry professionals and stakeholders to evaluate the potential benefits and financial viability associated with PV investments or contracting at this particular time. Stay informed about the latest market trends and make informed decisions for your future PV endeavors. If you have any further inquiries or would like more information about the current price trends in the global PV industry, please do not hesitate to reach out to me. #Markets #ModulesUpstreamManufacturing #OpinionAnalysis #Photovoltaics #renewableenergy

As #geopolitical tensions become incessant, and domestic #political troubles can't be predicted, a move like this will certainly ensure #India has a back-up plan for #power #companies in agreement with #foreign entities to supply #electricity. While not many beneficiaries are there at the moment, but the latest #policy change will certainly act as an encouragement for #Indian #power firms to sign more export-bound #electricity agreement. Coal by S&P Global Commodity Insights S&P Global S&P Global Commodity Insights Adani Group Adani Power