4년 2023분기 생산보고서
1월 11 2024
페렉스포 PLC
("Ferrexpo" 또는 "회사" 또는 "그룹")
4년 2023분기 생산보고서
Ferrexpo plc (LSE: FXPO), producer of premium iron ore pellets for the transition to lower carbon and green steel, is pleased to report production results for the fourth quarter and full year to the end of December 2023 ("the quarter" or "4Q" or "4Q 2023" and "FY2023").
결과에 대해 Lucio Genovese가 논평함, 임시 집행위원장은 다음과 같이 말했습니다: "Throughout the year I have maintained that it is the resilience and commitment of our workforce that has ensured our assets remain operational. Once again, due to their steadfast determination that today we are reporting fourth quarter iron ore production of 677 thousand tonnes, and a total 4.1 million tonnes for the year.
Even with winter setting in, we have been able to operate one, sometimes two, of our four pellet lines, to match the reduced export capacity available to us, and continue supplying premium products to our premium customers. Because our business is adaptive to change, during the quarter we were able to alter our production mix to match our customers' needs and produce high grade pellets as well as pellet feed, whilst also treating material from a third party. In view of the hugely challenging situation that we faced during the past year, I believe that this is an exceptional performance and I am proud of our collective achievements.
Reflecting back on 2023, it is with great sadness that 14 of our employees serving in the Ukrainian Armed Forces have died, bringing the total to 34 since the Russian invasion began in 2022. At present, 754 of our colleagues are serving in the Ukrainian Armed Forces.
As the end of a second year of the war approaches the way we manage our business also continues to change. Since the full scale invasion we have continued to retain the majority of our workforce, despite being forced to significantly reduce our production. This has resulted in the business carrying significant fixed costs. Furthermore, a lack of access to Black Sea export routes meant that we have incurred higher logistics costs than in previous years and were also limited in our ability to service our MENA and Asian customers..
Ukraine's recent success in opening up Black Sea export corridors has permitted some to recommence shipping out of certain ports. When the time is right, Ferrexpo plans to start up an additional pellet line and resume exports via this route, provided it is safe and cost effective. It is also encouraging to note that iron ore prices strengthened over 20% during the final quarter, driven by China's support for the more steel-intensive sectors of its economy, and have continued to hold up well into the New Year. We also note the early signs of an uptick in pellet demand in Europe. These factors combined could be supportive of our large fixed cost base and higher logistics costs. In my opinion, improved demand and higher prices bode well for the year ahead for Ferrexpo."
하이라이트
· Ferrexpo is committed to the safety and wellbeing of the workforce and the Group continues to take extensive measures to protect all employees, their families, and local communities.
· Ferrexpo는 우크라이나의 어려운 환경에도 불구하고 계속해서 제품을 생산, 운송 및 판매하고 있습니다.
· At the end of December 2023, the Group reported a rolling 12 month LTIFR of 0.39, below the historic five year trailing average of 0.69. For the third consecutive year zero fatalities were reported.
· 그룹은 분기 동안 고객의 요구와 사용 가능한 물류 경로에 따라 제품 품질을 변경하면서 1~2개의 펠릿화 라인(4개 중)을 성공적으로 운영했습니다.
· With variable, yet stable production at different times from each of the two pelletiser lines in 4Q, total iron ore pellet production was 577,140 tonnes from own ore, 54% lower than 3Q due to logistic constraints and lower market demand in the early part of the quarter.
· Total pellet and commercial concentrate production for the full year was 4,151,703 tonnes, 33% lower than the previous year, primarily because the 2022 year included a period of full-production before the full scale invasion of Ukraine commenced on 24 February 2022.
· The focus on production of higher grade pellets continued during the period, all graded 65% Fe or above.
· Group net cash position, subject to minor final year-end adjustments, of approximately US$109 million as of 31 December 2023 (31 December 2022: US$106 million), with minimal lease obligations and no debt.
Summary production statistics Q4 2023 and FY2023 (kt)
| 학년 | 4 분기 2023 | 3 분기 2023 | 변화 | FY 2023 | FY 2022 | 변화 |
총 상업생산 | 677 | 1,349 | -50 % | 4,152 | 6,177 | -33 % | |
총 펠릿 생산량 | 627 | 1,251 | -50 % | 3,845 | 6,053 | -36 % | |
직접 환원 펠릿 | 67% | - | - | - | - | 353 | - |
Ferrexpo 프리미엄 펠렛 | 65% | 577 | 1,251 | -54 % | 3,795 | 5,700 | -37 % |
Ferrexpo basic pellets | 62% | - | - | - | - | - | - |
Third party pellets from concentrate | 65% | 50 | - | - | 50 | - | - |
상업용 농축물 생산 | 67% | 50 | 98 | -49 % | 307 | 124 | 147% |
연락처 :
자세한 내용은 문의하시기 바랍니다 :
페렉스포: | ||
닉 바이어스 | +44 (0)207 389 8305 / +44 (0)7733 177 831 | |
타비스톡: | ||
조심슨 가레스 트레드웨이 | +44 (0)207 920 3150 / +44 (0)7899 870 450 |
페렉스포 소개:
Ferrexpo는 스위스에 본사를 둔 철광석 회사로 우크라이나에 자산을 보유하고 있으며 FTSE 250 지수(종목 FXPO)로 런던 증권 거래소에 프리미엄 상장되어 있습니다. 그룹은 세계 철강 산업을 위한 프리미엄 제품인 고급 철광석 펠릿을 생산하고 있으며, 철강으로 변환 시 일반적으로 거래되는 철광석 형태에 비해 탄소 배출을 줄이고 철강 제조업체의 생산성을 높일 수 있습니다. Ferrexpo는 50년 넘게 글로벌 철강 산업에 제품을 공급해 왔습니다. 2022년 XNUMX월 러시아의 우크라이나 침공 이전에 이 그룹은 전 세계 철강 산업에 세계 XNUMX번째로 큰 펠릿 수출업체였습니다. 그룹은 오스트리아, 독일, 일본, 한국, 대만, 중국, 슬로바키아, 체코, 터키, 베트남 및 미국의 철강 공장을 포함하여 전 세계 고급 철강 공장으로 구성된 글로벌 고객 기반을 보유하고 있습니다. 자세한 내용은 다음을 방문하세요. www.ferrexpo.com.
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