Hier moeten we het maar mee doen dan he:
Deze kerel Adrien, stelt nogmaals de vraag over hoeveel impact een X dollar stijging van de (kunstmest) prijzen heeft voor OCI.
Vraag:
Adrien Tamagno
49:44 Hello good afternoon. I have two questions please. The first is that one a few peers mentioned having locked sales for the next couple of months. And since we are talking about order book I was curious to see how much of your production volumes also agreed as of today for Q4 and Q1 next year, especially in the U. S.?
50:14 And second question to me is that is due day in March this year. You mentioned around seventy five million dollars of TBA improvement and that was when urea was at the around [Indiscernible]. So is it fair to expect an increase in this contribution by this thing magnitude of prices go up? Thank you.
Antwoord:
Ahmed El-Hoshy
50:44 Yes, I mean, relevant questions with regards to our order book. We did mean to say we expected that quite a strong Q4 and that applies in the pretty markets, but as well as the non-pretty globe parts of the business, for example, the U. S., the ammonia season is going on right now for our IFCo plants and in terms of order book, we don't guide in terms of how forward so we are, but say that as we've seen the pricing as it's kind of evolve we have looked to book out some of this higher pricing we've seen on the way up here for UAN, CAN and some of the other products. The one thing I can point to that we said publicly is back on the Fertiglobe side because we had just anticipating the public India tender. We put in over three hundred thousand tons of two ninety five million dollars sales for November and early December deliveries, at eight ninety plus dollars a ton from Egypt and UAE. So, with that, obviously, we'd had some extra inventory ending the quarter and kind of we're able to sell and benefit from the pricing that we've seen now in those markets and have additional tons to sell at these higher urea prices. But on the nice side on the DEF side and so of the ammonia, market time, we don't provide good visibility on. We don't provide the actual order books, but we do say that we have pretty strong visibility on our performance for Q4 being very robust relative to Q3. And it bodes well for the early part of next year on what we're seeing in potential sales during period.
52:37 On the second question, yes, to answer in short, yes. Obviously, the operational excellence guidance of seventy five million dollars was on much lower pricing than what we're seeing today. We didn't update that number, but the focus is continued to be on improvements with very significant turnaround discovered that we had, particularly in the U. S. With Natgasoline and IFCo getting a significant reduction in volumes is around getting that higher reliability going forward and post turnaround around, we continue to experience after turnaround placement catalyst adjusting kind of known bad actors in the past, etcetera, experience better performance and utilization rates going forward and energy efficiency rates to consume less natural gas for time.