Dicall69 schreef op 2 mei 2019 00:12:
Zeker weten, denk dat OCI zoals het vorige kwartaal weer duidelijk beter zal presteren, mede door de methanoldivisie dan Yara en OCI als je de fixed gasprice van CF Industries ziet in vergelijking met OCI, daaruit kun je al opmaken dat OCI gezien kostenbeheersing veruit beter presteert dan zeker CF Industries, zie onderstaand :Gasprijzen op termijn bij CF Industries
In the first quarter of 2019, the average cost of natural gas reflected in the
company’s cost of sales was $3.68 per MMBtu compared to the average cost of
natural gas in cost of sales of $3.33 per MMBtu for the first quarter of 2018.
The increase reflects the impact of inventory sold during the quarter that was
produced in the fourth quarter of 2018 when natural gas costs were higher.
Looking ahead, the company expects the cost of natural gas for 2019 to be well
below 2018 levels. During the first quarter of 2019, the average cost of
natural gas at Henry Hub in North America was $2.89 per MMBtu, and the average
cost of natural gas at the National Balancing Point in the United Kingdom was
$6.56 per MMBtu. This compares to the average cost of natural gas at Henry Hub
in North America of $3.02 per MMBtu, and the average cost of natural gas at
the National Balancing Point in the United Kingdom of $8.20 per MMBtu in the
first quarter of 2018. Through the end of 2019, Henry Hub natural gas futures
remain well below $3.00, and below 2018 costs.En dan de gasprijzen bij OCI
Our cost position is looking favourable with a low blended average natural gas cost. We have a mix of long-term
contracts with fixed gas prices in Egypt and Algeria, and spot prices in Europe and the Unites States.
Gas prices have moderated in both Europe and the United States since the levels reached in 2018. We expect to
see the full benefit of the lower gas prices from the second quarter onwards as our European winter exposure
hedges expire. In the United States, we continue to benefit from the hedges of $2.42 per mmBtu at IFCo for the
majority of our gas needs in Q1 and have secured prices below $2.30 per mmBtu for Q2.