LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 4435)
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So wie es Jack Lifton in diesem Artikel umschreibt geht IMHO Lynas genau zum richtigen Zeitpunkt in Produktion.
@ ein schönes WE
Grüsse JoJo
http://criticalcommodities.com/blog/2010/05/24/chinese-restr…
Chinese Restructuring Of The Rare Earth Mining Industry Goes Into High Gear – 337th Edition
Yesterday I reported on why I think Baotou Rare Earths has announced its creation of a plan to stockpile 300,000 tonnes of rare earth ore concentrates during the next three years (i.e., by 2013). A colleague of mine sent me an article this morning (morning, that is in Shanghai) that explains the actions of Baotou REEs, and I think points to my conjecture being correct.
The Chinese rare earth mining and refining industry is growing up. Recognizing the critical importance of the rare earth elements to modern high tech and cleantech, the Chinese government has decided to finally end the era of free-for-all mining for these critical materials. The announcement came in a news story entitled “MIIT Releases Draft Entry Standards for Rare Earth Industry.”
The announcement is a typical administrative request for comment by the affected industry, on standards for the creation and maintenance of ventures in that industry. In other words, the Chinese government is going to “regulate” rare earth mining and refining, and in particular is raising the bar for entry into or for remaining in the rare earth production and refining industry.
The article commented that the notice ”outlines several detailed regulations concerning the industry”, including:
Production scale
Technological equipment
Energy consumption
Resource utilization
Environmental protection
Product quality
Supervision and management.
The article went on to note that the notice proposes minimum annual production capacities of:
300,000 tons for light earth enterprises
3,000 tons for “red earth” enterprises
...
...
For the moment, Baotou’s creation of a strategic inventory should be a red flag (excuse the pun) for those who think the rare earth security of supply issue is losing traction. China’s rare earth industry is already preparing for the consequences of restructuring. This will include a possible shutdown for environmental remediation. This will mean conservation by China of critical resources.
I say again: We need to get some non-Chinese resources of the rare earths into production as rapidly as possible. Baotou is saying we have just 3 years left to get our act together.
What do you think?
By Jack Lifton
@ ein schönes WE
Grüsse JoJo
http://criticalcommodities.com/blog/2010/05/24/chinese-restr…
Chinese Restructuring Of The Rare Earth Mining Industry Goes Into High Gear – 337th Edition
Yesterday I reported on why I think Baotou Rare Earths has announced its creation of a plan to stockpile 300,000 tonnes of rare earth ore concentrates during the next three years (i.e., by 2013). A colleague of mine sent me an article this morning (morning, that is in Shanghai) that explains the actions of Baotou REEs, and I think points to my conjecture being correct.
The Chinese rare earth mining and refining industry is growing up. Recognizing the critical importance of the rare earth elements to modern high tech and cleantech, the Chinese government has decided to finally end the era of free-for-all mining for these critical materials. The announcement came in a news story entitled “MIIT Releases Draft Entry Standards for Rare Earth Industry.”
The announcement is a typical administrative request for comment by the affected industry, on standards for the creation and maintenance of ventures in that industry. In other words, the Chinese government is going to “regulate” rare earth mining and refining, and in particular is raising the bar for entry into or for remaining in the rare earth production and refining industry.
The article commented that the notice ”outlines several detailed regulations concerning the industry”, including:
Production scale
Technological equipment
Energy consumption
Resource utilization
Environmental protection
Product quality
Supervision and management.
The article went on to note that the notice proposes minimum annual production capacities of:
300,000 tons for light earth enterprises
3,000 tons for “red earth” enterprises
...
...
For the moment, Baotou’s creation of a strategic inventory should be a red flag (excuse the pun) for those who think the rare earth security of supply issue is losing traction. China’s rare earth industry is already preparing for the consequences of restructuring. This will include a possible shutdown for environmental remediation. This will mean conservation by China of critical resources.
I say again: We need to get some non-Chinese resources of the rare earths into production as rapidly as possible. Baotou is saying we have just 3 years left to get our act together.
What do you think?
By Jack Lifton
Was mir eben bei Bloomberg bei den Inhabern aufgefallen ist.
Carmignac gestion hat jüngst 2mio shares erworben Van eck associates hat am 2,2,2011 auch nochmal aufgestockt und General electric hat am Anfang dezember auch 11046337 Shares gekauft. Wenn das mal nichts gutes ist alles sehr Langfristig Sachen, oder viel mehr dafür bekannt.
Carmignac gestion hat jüngst 2mio shares erworben Van eck associates hat am 2,2,2011 auch nochmal aufgestockt und General electric hat am Anfang dezember auch 11046337 Shares gekauft. Wenn das mal nichts gutes ist alles sehr Langfristig Sachen, oder viel mehr dafür bekannt.
Antwort auf Beitrag Nr.: 40.981.627 von geldisweg am 04.02.11 10:49:38Schulenglisch von vor ca. 35 Jahren reicht bei mir leider nicht aus.
Danke für deinen sachlichen Beitrag.
Danke für deinen sachlichen Beitrag.
Antwort auf Beitrag Nr.: 40.981.639 von FaxenClown am 04.02.11 10:50:23Moin FaxenClown,
erleichtert, endlich eine Antwort.
Hatte gehofft, daß du dich dazu äußerst.
Schönes Wochenende noch!
Und Danke
erleichtert, endlich eine Antwort.
Hatte gehofft, daß du dich dazu äußerst.
Schönes Wochenende noch!
Und Danke
Trading Spotlight
Zitat von jst1: Moin,
noch ein Versuch:
Wer sind die größten indischen börsennotierten Unternehmen für seltene erden??
... nochmal Ausführlich: Es gibt keine, alles in Staatshand!
Rare Earth Elements – Chinese Intransigence a Midas Touch which could turn Indian Sand into Gold
Can India take Advantage to become a Leading Supplier
Rare Earth Element Deposits are found in many places in the world but due the Chinese undercutting of prices and lax environmental regulations had all but shuttered every mine in the non-Chinese geographies.Recent Chinese moves have opened up oppurtunities for REE mines as prices have increased by almsot 5-10x in the last few months.Lynas Corp is opening up a mine in Australia while Molycorp is reopening its mine in Mountain Pass,Californa.India also has a long history of production and export of REE . However its production of around 2500 tons is only 2% of the estimated Chinese yearly production of 130,000 tons.
India has around 5 million tons of monazite according to GSI from which REE are extracted.This mineral is found in the sands of Kerala and Orissa.India produce around 2500 tons a large part of which is exported.Indian Rare Earth Limited (IREL) is the government owned company responsible for mining and processing of REE.IREL comes under the control of Department of Energy as monazite sands have a high concentration of thorium which India hopes to use a nuclear fuel in the future through properietary technologies.
Orissa Sands Complex ( OSCOM) is supposed to have huge deposits of rare element minerals.It has a 220,000 ton processing capacity which is expected to be expanded to 500,000 tons.Toyota has already been trying to partner with OSCOM to buy the REE mined there.This place has 86 million tons of mineral sands reserves though rare earth minerals would reserves would be much lower.
http://greenworldinvestor.com/2010/10/26/rare-earth-elements…
... und OSCOM gehört zu IREL ... also keine Chance für ein Invest.
MfG, FaxenCLown
Zitat von jst1: selbstverständlich habe ich bereits gegoogelt.
Information von einem Boardteilnehmer wäre mir aber lieber, weil aktueller (hoffe ich)
...und: Beim googeln ist nicht viel herausgekommen...
Na, dann solltest Du wohl ein bisschen ueben, wie man am besten und schnellsten Infos aus Google herauskitzelt.
Wie zum Beipsiel diesen Satz:
"India, unfortunately, is out, as all three rare earth production companies are government-owned."
Quelle: http://seekingalpha.com/article/103972-rare-earth-metals-not…
Antwort auf Beitrag Nr.: 40.981.265 von Fuenfvorzwoelf am 04.02.11 10:07:52selbstverständlich habe ich bereits gegoogelt.
Information von einem Boardteilnehmer wäre mir aber lieber, weil aktueller (hoffe ich)
...und: Beim googeln ist nicht viel herausgekommen...
Information von einem Boardteilnehmer wäre mir aber lieber, weil aktueller (hoffe ich)
...und: Beim googeln ist nicht viel herausgekommen...
Antwort auf Beitrag Nr.: 40.981.265 von Fuenfvorzwoelf am 04.02.11 10:07:52das war doch eine fangfrage
Antwort auf Beitrag Nr.: 40.981.187 von jst1 am 04.02.11 09:58:20Was hast du denn schon für Versuche unternommen, dich selbst zu informieren?
Durchsuchen
23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
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