HEG Limited CC-May26.pdf · 2026-05-04
Thank you for the opportunity. Your commentary is al ways very helpful to understand the industry as a whole. On needle coke specifically, we men tioned that we have supplie s till June, which will last us till September given how the manufacturing works. But is there any indication as to with the Middle Eastern crisis going on, how much of an incr ease we are seeing in needle coke prices right now? Because I am guessing some amount of negotia tion would have begun for the next shipment, right?
Understood. But with the crude price increase and th ere is a needle coke raw metal as a derivative, there should be a price increase. Is that correct?