METALSGOWHERE ATLAS · SUPPLY RESEARCH
ENC ramp-up constrained by water availability
As of 2026-10-08 · Observation periods are shown separately.
2026-09-15 · ENC ramp-up constrained by water availability · Direction: Lower
Disclosed facts
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| Assertion | Disclosure |
|---|---|
| Status at disclosure | ENC reached approximately 50% of nameplate before water availability constrained ramp-up; RKEF operations were unaffected. |
| Plan or guidance | Utilisation was expected to be about 30% of nameplate if the constraints persisted. |
Disclosure boundary
Neither an annual guidance reduction nor realised lost tonnage. Volume impact is unverified; expected wet-season relief by December is not a confirmed recovery.
Status at disclosure
Water constraint ongoing. MHP exemption received; IUI for commercial sales expected in October, not yet granted.
Source
One or more linked sources in this table lack a page anchor; no page number was inferred.
Source: metalsgowhere.com, as of 2026-10-08. Citation & data use