mit vielen Fragen zu Belarus und möglichen Kapazitätserweiterungen. Hier plant man mit max. 0,6 Mio t für 2022. Man könnte wohl mehr, aber die Kosten dafür wären auch recht hoch. Auszug zur Logistic und Kapazitätserweiterung:
"Ken Seitz
Yes. Thanks, Jeff. And I missed which sort of broke up there, which port of Russia. But I’ll just say that we’ve looked very closely at that. And Port of St. Petersburg is always the closest, but it’s – I think it’s clear that there is not a lot of capacity at the Port of St. Petersburg. There is already a lot of product importing though that port. And then further to the north as Murmansk, again we’ve looked at that one closely. 2,000 kilometers from the Belarusian production, and I think a challenge as well. So – and then there is relative to East, but that track is a very long track, 7,000 kilometers to China. And so the options we think are limited for BPC getting access to tidewater at the moment. And I’m sure they are working very hard on that. With respect to what we’re seeing in the market, it is absolutely the case that we have had some traditional BPC customers inquiring about volumes. And it is also the case that we’re seeing less BPC volumes shipping at the moment.
...
But again, 14.3 million tons is the top end of what we’re guiding to today and preserving an additional 0.5 million tons at least after that, that we could bring on in the second half of this year.
...
Your question about our 5 million tons, and I’d just say, Ben, we just want to take a very pragmatic approach to this. When we increase production, we have to go open up ground, which is expensive. We have to install infrastructure. We have to maintain that ground if demand comes off. We still have to maintain that ground. We have to hire people. We have to put mining machines at faces. And so absolutely in a planned and thoughtful way can ramp up from 13.7 million to 14.3 million tons. So we can ramp that up on faced basis but we’re going to do it in a very pragmatic way because if the supply side issues go away quickly, then we don’t want to be left with all these costs. So we can bring on production in a planful way, and that’s the way we’re going to do it."
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