Fundamental analysis by بورس ایران با دکتر وحید کشمیری پور about Stock شلرد on 2/13/2025

اری Growth of feed gas and natural fuel The gas rate delivered to petrochemicals that have gas feed and the fuel gas rate to the subordinate industries varies. The first variable is the official dollar (Nima dollar rate in the past and the current agreement rate) and the second variable is the dollar gas rate, which is the output of the famous feed gas rate formula. In January, the official dollar rose to about 67,000 USD. On the other hand, the gas rate in Europe and even the US has grown because of the cold season. The reason for the rise in prices such as Urea (from $ 330 per ton to $ 377 per tonne in the Persian Gulf) and methanol (from $ 270 to $ 305 per tonne in China's ports) was the same increase in gas prices in various regions. For this reason, it is natural that feed and fuel rates will grow from January onwards. So don't be surprised to see high rates In Live, the petrochemical profitability review, the average feed rate for the following year and the official dollar rate was assumed to be 70,000 USD for the following year, and with these assumptions, petrochemicals had the cost of closing the majority of 5 units (regardless of this year's profit). Do not affect جو Negatives of some channels #Zagros #Shafan #Shokkark #Shepherd #Shiraz #Karmasha #Khorasan #Schummers These are gas petrochemicals. Fardaname