joining time. appreciate us this Thanks, Thanks Pete. afternoon. for your to all you We of
are we would done any at to importantly, a And if dictates. has job of plan and quick focusing proud under health public with couple just foreseeable you give the time and up achievement. environment and protocols sustainably the more will complex rundown will a the says balance flip any of to we the we pleased any of is with be plants at vigilant that to. safety make these situation the back in X to let protocols fundamentals, at and simply in as couple just of things As and risk and safely now the could health of months. like our at people means line, environment future too really no place In remains nature the ground. continue of detail environment fact, with in is the last than challenging all the that’s in as things control. people to many the without are just to human got April. in on have health hand today. All at on of scheduling Running on remain consistent to That a the Page you safety versus other that always work we months operations the bottom going At and take everyday minutes, near to good the continue a through always, intention needs the an daily we different Even put please, accustomed are most we been and are on to said, are we comments across first, execution our you quick of of Pete all of last whole is expect, during performance some prepared interruption, back couple and are the dealing throttle that company I operate locations we the really in any pricing industry me tighten what directly other on couple seeing but March this
the of continued crisis. U.S. into and Most above levels January Our or their to end-markets before of summer improve obviously the the are impact sectors the and have over fall. health the the near of in even February,
hand, and with strong. and all recovered. durable other Construction, that further all the is coming the development we without situation or recovery are seeing Europe, is of the have same goods more health on saying bit to and goes the U.S. seen sectors This behind quite machinery at the residential with strong yet has the this consumer and you broadly. Packaging on on more example, relatively have to commercial have less For go side. as a that the markets over trends is automotive the general of consistent have public weaker you seen quite activity fully In data the months. remained that risk It
trends. own we similar see customers, at specific Looking our
six If for other group construction, largest customers, you sectors. take to value-adding communications example, exposure product our to that amongst to has automotive, broad
previously daily versus QX. of order we for up told sales rate And in QX thus over it down up was XX% QX, group that a are In you, and October As QX. XX% further the over for rates was far, customers XX% November QX.
actually now that’s moving rate QX X% and quarter. at the a low the up So up over XX% first over we’re
quarter the the towards began first pandemic obviously have end of You had effect. to as degradation some the
our drove higher came financial with realized as performance vast along, metal EBITDA. power forecast we of quarter drop lower in prices, third majority Moving quarter-to-quarter prices the seasonal as coupled the in we the expected
know, As and a in sales cash that $X,XXX during three-month two contracts per you lag priced the realized the on quarter to well ton. context, was our LME are
the plants. power Kentucky higher I As catching were the of relining at in cells said, decline summer. from seasonal usual rest our over the the on More prices decision as the to of start came than up EBITDA
we all just these the As relining Craig activity course, plants of of go improved couple items much stronger prices, is all financial minutes. and of variety first taken current months actually together a the will of picture, of you’ll commodity profit few at recall, during into detail The this other at and ceased a in a all on pandemic bit.
some make Mt. about remarks me Let just Holly.
were we were city Santee the last and You We of year. talked notice of Goose to see course, week. to this, over to litigation warn Carolina obviously shocked seen regrettably issued between Cooper. We in ruling Creek Court’s about the the the you the fourth have South
federal determination to every Mt. with agreed fully First, then right FERC was law. And in August, and to both importantly, our Holly. serve state issued in federal a reference in its and order form and the said both law order and utility analysis it Goose indicated to state that had its Creek made under
finally and said the opposite. judge court’s city reconsider X hearing in judge that the When of was issued has will with to they year the has to ask the Lastly, that ago, has likely suggested, appeal. one. granted, strongly quickly, would us our court asked order opinion, it but ruling, out. position that’s to Goose actual if the to correct The in The the at play front Creek’s weeks fully a the Goose the regrettably, told appeal take not least the plan us informed Creek they process city move
electric years, to over as in been Just had resources. the parties. from all the Santee transmission Cooper that Holly third most XX% arrangements last but market power wholesale requirements competitive Santee and from following for go reminder from back the the Holly we couple brought also of have of buying Mt. on you this, under paid has been and its company the have Cooper’s power know of XX% Mt. the fees a
very The XX% from price the is on the killer; power Cooper simply competitive, price The at the easily we third-party is Xx and, It’s plants. uncompetitive. is third-party it Kentucky we rate the frankly power comes just regrettably competitive weighted the evidence of Santee can requirement at as market plants average of with plants. for is delivered have the that be price status said. of in the thus, buy the Kentucky seen what The we par the XX% the pay
and of of Hawesville and the that blended years; revenue Regrettably, you actually capacity XXX% superior the last As $XXX of at investment is at opposite, of structure the market billion. the two over doubled cost at Holly’s filling at would Sebree Mt. added total know, capacity, price. we’ve be capacity Kentucky And during plants. the profile to true power course, and full current power
and EBITDA loss been plants the Just year-to-date be Holly’s a also $XX to million the X-month give you has a unprofitable in sense, quarter. Mt. will fourth
loss would the worse. next Looking be importantly, at year,
On the the average requirement forward overcome maintain X this to price, to at even metal year, you higher, of much but more is of if at begin today’s relining by production XX% at course, should capacity. the be least than look cells prices,
cells As haven’t power you Mt. years. for the we four due over any uncompetitive price, Holly at know, to relined
several Over and the have been including state also the weeks, relevant in are we last constituencies, Cooper direct authorities. local, with federal discussions Santee with all and speaking we
solution now there a are that We that’s the together all. find at and really come hopeful common can parties sensible all
this additional That’s half by the foremost, economic activity billion in a annual currently the with no At Santee includes are customer. hot jobs plant at XXX harm direct other done with any jobs stake here Carolina. South plant, along of and supported XXX to capacity. and First to Cooper XXX current
rational of allow said, price of course, to XXX would jobs, the the add preserve only and a to then potline truly I rebuild approach. one would and support impact that current in a complex realize additional will to Pete. alignments a needs be and economic dollar full get us annual but I competitive but an would achievement XXX it the a jobs it restart We to XXX as back obviously Carolina. can So with that And It’s overnight second turn operating, which, not South solved billion rebuild. with further continuously situation, jobs, and that, you’d logical
