LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 178)

[Optimist_]

http://www.freemalaysiatoday.com/2011/08/26/fuziah-seeks-apo…

Fuziah seeks apology from TV3, MCA man

..
Karam Singh had anchored a series regarding the Lynas Advanced Material Plant (LAMP) in Gebeng where he argued that the plant was safe and that Fuziah was “spinning” the issue to invoke fear.

Fuziah, a PKR vice-president, has been staunchly campaigning against the plant.

N Surendren, who is also a PKR vice president, is acting as Fuziah’s lawyer, and had issued two separate letters of demand, one to Karam Singh and TV3, and the other one was for Ti.

Both read that their actions had brought Fuziah into public scandal, odium and contempt.

Fuziah has demanded an apology within seven days, failing which she will sue them.

...

http://www.themalaysianinsider.com/malaysia/article/pkr-stan…

PKR stands by Fuziah in Lynas-TV3 flap

KUALA LUMPUR, Aug 26 — PKR stood behind Fuziah Salleh today after a PAS lawmaker attacked the party’s Kuantan MP for protesting against the construction of a controversial rare earth plant near the Pahang capital.

Last Wednesday night on TV3, PAS’s Hulu Langat MP and nuclear scientist Che Rosli Che Mat accused PKR of spinning the issue for its own benefit, saying he was “ashamed” that they would resort to arguments with no scientific or academic basis.

“BN (Barisan Nasional)’s ploy of using the Umno-owned TV3 to discredit YB Fuziah Salleh, KeAdilan vice president and Kuantan MP’s relentless campaign together with the Anti-Lynas movement against the Lynas Advanced Material Plant (LAMP) in Gebeng, Kuantan, is utterly desperate and despicable,” said PKR vice-president Nurul Izzah Anwar in a statement today.

“BN resorted to [hiding] behind two nuclear experts that misrepresented the aims and objectives of the Anti-Lynas movement in order to further BN’s narrow and divisive political objectives,” added the Lembah Pantai MP.

TV3 ran a news piece by environmental journalist Karam Singh Walia, quoting radiology safety and health expert Dr Ahmad Termizi Ramli’s as well as Che Rosli’s claims that Fuziah had been misleading the public by comparing the RM700 million refinery being built by Australian miner Lynas Corp to nuclear facilities.

Nurul Izzah pointed out, however, that the Anti-Lynas movement — which is backed by Pakatan Rakyat (PR) — did not merely object to the dangers of radioactivity.

“On the contrary, the movement opposed LAMP on the basis that operating a rare earth refinery in Prime Minister (Datuk Seri) Najib Razak’s home state brings with it other hazards such as health and environmental damage that would have dire consequences for the tourism and fishing industry, thus the local economy as a whole. LAMP will be the world’s largest rare earth plant outside China once it operates,” she said.

..

http://fuziahsalleh.my/

Press Release of Kuantan MP YB Fuziah Salleh on 26 August 2011

..
Rare Earth extraction and refinery is an area which is totally new in Malaysia and for that matter a totally new area everywhere else in the world outside China. We do not have a benchmark to look up to. Even though we have proposals of a few Best Practises, there are none Best Practise in operations as yet.

That is why journals and publications from other Parliaments needed to be sought before a responsible decision can be made. All these efforts were taken up in the interest of the Rakyat, Demi Rakyat! Which I must emphasise is what we have responsibly done and followed up with.

TV3 and Karam Singh Walia primetime appearance is just a concerted plot by the BN administration to continue with their agenda of protecting Lynas for their own benefits and not for the Rakyat.

..

http://thestar.com.my/news/story.asp?file=/2011/8/25/nation/…

Side Views

Lynas: An injustice most taxing — Soo Jin Hou and Lee Wee Tak

..
No matter what the price would be, Lynas will be able to repay their entire setup cost of A$807 million and still be able to make super normal windfall profit within the first year. The profit is expected to double up in 2013 when production from Phase 2 commences.

..

This tax exemption is proving to be the worst agreement the Malaysian government has ever made. At least for other lop-sided agreements, no matter how skewed the terms are, at least there are still some benefits, such as having power and access to highways. But for Lynas, there is absolutely no benefit at all except imminent harm.

The final insult is that the Radiological Impact Assessment (RIA) has indicated that the plant is designed to store only 10 years of waste. This means that Lynas may have already packed up and gone when their 12 years is up, leaving behind radioactive waste for the locals to deal with.

In conclusion, Malaysia is basically rolling out the red carpet to Lynas to turn our land into a permanent waste depository. It is absolutely illogical. Therefore, we appeal to the government’s common sense to stop Lynas from operating.

...

Starker Gegenwind für Lynas LAMP in Malaysia.

[VirtualNormann]

Zitat von Optimist_: ...seit einer Woche kein Eintrag mehr hier. Ohne JoJo läuft einfach nichts...

JoJo macht ja auch nicht die News selber Hab aber auch etwas:

Wind turbine-makers should get into mining to secure rare-earths

Wind turbine companies relying on direct-drive models need to get more involved in the rare-earth metals industry if they want to manage price spikes and the scarcity of permanent magnets used in generators, says Gareth Hatch, co-founder of specialist analyst Technology Metals Research.

Hatch says the price of neodymium, the key rare metal used in producing the magnets, has gone up by a factor of ten over the past 12 months, while the magnets have risen from about $40-$50 per kg to $250-300.

Neodymium price rises have been higher outside China, but even in the Asian giant, where supplies are currently mined they have increased sharply since the beginning of February — and magnet prices have also shot up.

Crucially, the availability of magnets has deteriorated, and lead times have gone up from eight to 12 weeks to 20-25, Hatch says.

Availability is a worse problem outside China, with some analysts saying Chinese wind turbine manufacturers such as Goldwind are benefiting from “set aside” policies that protect their supply. “Even these companies are suffering,” says Hatch. “They get access from a capacity point of view but they are not necessarily getting a lower price.”

Hatch says the latest spike in rare-earth prices is partly due to speculation. Some buyers in China are acquiring the material and taking it off the market in the expectation of higher prices ahead. He also points to growing surcharges slapped on to Chinese product by exporters seeking to take advantage of quota restrictions, and a growing “grey market” of non-authorised shipments.

The recent move by Siemens — which has based its latest 3MW and 6MW turbine designs on magnet-hungry direct-drive technology — to form a joint venture with Australian-based rare-earth miner Lynas is a “milestone,” according to Hatch. Siemens will hold a 55% stake in the venture.

“The fact that the leading company with a direct-drive design has decided to go upstream shows just how desperate the situation is,” he says. Hatch notes that Lynas will be the first company to get a rare-earth mine on-stream.

Lynas owns the mining rights at Western Australia’s Mount Weld, which holds one of the world’s richest deposits of rare-earth metals. It is also building a controversial rare-earths processing plant in Malaysia, which will be the world’s largest such facility and the first opened outside China in nearly three decades.

Lynas claims its $230m Malaysian plant — which has been the focus of protests from residents due to radiation fears — will be completed “later this year” but full production is unlikely to commence before late 2012.

Hatch says there are still outstanding questions, such as whether Siemens will make magnets itself or will direct material to a magnet maker through a partnership. Lynas’ mine also does not produce Dysprosium, the other key rare earth in permanent magnets. Dysprosium prices have increased even more than neodymium recently.

However, Hatch recommends that other direct-drive turbine manufacturers also get involved in the rare-earths sector.

He continues to believe rare-earth prices will stabilise in the medium term, as new mining and processing capacity comes into operation outside China. However, Hatch says the turbine industry must “use its clout to affect the outcome of [rare-earth] projects’’, if it wants to avoid volatility. The industry is likely to become the largest end-user constituency for neodymium in the next few years, as more direct-drive models enter large-scale production, he points out.

A number of companies are rolling out new multi-megawatt direct-drive turbines, including Alstom, GE, Nordex, XEMC, Samsung and Hyundai, but not Vestas.

“Given the current situation, with rare-earth prices skyrocketing I am happy we have geared solutions,” Vestas chief executive Ditlev Engel tells Recharge.

Ben Backwell, London

Quelle: http://www.rechargenews.com/energy/wind/article273219.ece

Beste Grüße, Normann

[Optimist_]

...seit einer Woche kein Eintrag mehr hier. Ohne JoJo läuft einfach nichts...

http://www.marketwatch.com/story/molycorp-to-open-office-in-…

Molycorp To Open Office in Tokyo

..
The office will be located in the Tokyo Club Building, 9th Floor, 3-2-6, Kasumigaseki, Chiyoda-ku, Tokyo. It will provide customer support as well as consulting and technical services to Molycorp's customers in Japan. The office will be led by Yoshimasa Nomiyama, Molycorp's Japan Country Manager. Previously, Nomiyama served as the Japan Country Manager for FMC's Lithium Division.

"We are very pleased to be opening a Molycorp office in Tokyo," said Mark A. Smith, Molycorp President and Chief Executive Officer. "This will help us better serve our many valued customers in Japan, as well as help us forge new relationships, improve communications, and increase our understanding of the needs of this very important market.
...

[Fuenfvorzwoelf]

Moin,

hab ich auf HC entdeckt: Interessanter Artikel, m.E.

lg Matze

Cost of 'greener' lighting explodes as China dominates rare-earth supply
By Lou Kilzer, PITTSBURGH TRIBUNE-REVIEW
Sunday, August 14, 2011



About the writer

Lou Kilzer is a Pittsburgh Tribune-Review staff writer and can be reached via e-mail.



Light bulbs touted as money-saving energy savers are skyrocketing in price.

The reason?

China's stranglehold on rare-earth elements ? components essential to making next-generation bulbs ? say industry officials.

The squiggly shaped compact fluorescent lamps ? known as CFLs ? and most light-emitting diodes, or LEDs, need rare-earth elements in order to produce white light.

China mines about 97 percent of the world's 17 rare earths but restricts exports, causing prices for those elements to spike by more than 1,000 percent in the past year.

If such an inflation rate applied to a $2 cup of coffee, "the new cost would be $24.55," General Electric noted last month.

This year, the cost of fluorescent-lighting products rose 24 percent or more because of market conditions for rare-earth minerals used in making phosphors, said Joseph Higbee, a spokesman with the National Electrical Manufacturers Association. Most rare earths used in lighting are three heavy elements ? yttrium, europium and terbium ? two of which the Department of Energy expects will remain in short supply globally for awhile, he said.

"We will do our best to manage these costs where we can, but rises on a similar scale to those seen in recent months will mean further significant price adjustments may be unavoidable," General Electric warned.

Osram Sylvania, another lighting giant, announced monthly price increases "until the cost of rare-earth materials are stabilized."

To make matters worse, manufacturers produce almost all CFLs and a growing share of LEDs in China, experts said. So even if significant rare-earth mining resumes outside of China, those elements might go to the People's Republic anyway.

Molycorp, a Colorado company with America's only rare-earth mine, told the Tribune-Review it would sell its products to CFL manufacturers ? even if they relocated operations to China, as General Electric did. Molycorp plans to start large-scale processing of rare earths at its California mine next year.

Federal rules will increase efficiency requirements on lighting gradually during three years, starting in January. Current incandescents, which expend 90 percent of their energy as heat, do not meet the requirements.

Some people are starting to reconsider the push toward the technology. Some halogen incandescent lighting, although more expensive than ordinary incandescents and less efficient than CFLs and LEDs, would meet the federal requirements.

"Rare-earth prices have skyrocketed," said John Bailes, sales manager for AM Conservation Group in South Carolina, a dedicated "green" company that focuses on lighting.

"It's too early to tell if that impacts the equations on savings. No one knows how high the prices will go," Bailes said. "Going back to incandescent halogen lighting could make sense. Since the invention of the CFL, prices have constantly gone down ? until now."

General Electric, which would not discuss its long-term lighting plans, closed its last U.S. plant where workers made traditional incandescents last year.

Sylvania will make halogen incandescents in St. Marys, Elk County, spokeswoman Stephanie Anderson said. Sylvania produces 1 million traditional incandescent bulbs each day at the plant, but soon will shift to halogen and watch the market to gauge demand, she said.

Reconsidering incandescent lighting is a big leap for many in the industry. Nor does it sit well with environmentalists.

"There's no sign that critical metals are going to run out. We can't turn away from new technology," said David Hamilton, director of energy programs for the Sierra Club. "Based on what I've learned, it can't be determined how things are going to go."

One environmental activist said he has had misgivings about CFLs for some time. Sean Gray, senior analyst for the Washington-based Environmental Working Group, said the bulbs use less energy, but they contain mercury, a toxic metal.

"I'm very torn about this," he said. "I can see my son tipping over a lamp. That bothers me."

If CFLs rise in price, it might turn attention to LEDs, Gray said.

China's hold

China leads the United States in the lighting revolution.

China began pouring money into LED projects in 2003, to "facilitate a shift from CFL manufacturing to LED lighting," the Swedish Energy Agency and National Lighting Test Center in Beijing said in a presentation in May. The nation plans to create a million LED-related jobs. Chinese provinces subsidize manufacturers, and cities buy LEDs for street lighting, helping the industry.

Chinese government officials realized that China could produce the lamps, but others held the core technology ? actual LED chips that produce light based on quantum mechanical equations. China set about to change that.

The research paper said Beijing established a strategy "to attract all the leading LED chip manufacturers to establish production facilities in China."

That appears to be working.

In 2009, Cree Inc., a major LED producer based in North Carolina, bought a manufacturing facility in Huizhou, Guangdong Province, that houses Cree's first chip production outside the United States. More than half of Cree's 4,000-plus employees work in China, according to the company.

When signing the deal, Huizhou's Communist Party Secretary YeBin Huang said: "We will do our best to support Cree through government projects, as well as government policies."

"China is our largest customer," said Cree spokeswoman Michelle Murray. "We decided to grow the business where (business) is." She said the incentives helped.

In its most recent annual report, Cree said that in 2010, "the company was awarded a tax holiday in China, which allows for 0% tax for three years starting in fiscal 2011." In a March filing with the Securities and Exchange Commission, Cree said China could offer it tax rebates, "favorable lending policies and other measures."

Bridgelux, a Silicon Valley start-up billing itself as the "first, new U.S.-based LED manufacturer in the past 20 years," opened a plant last year. CEO William Watkins said Northern California offers advantages.

"You have access here to a very talented work force," he said. "It is Silicon Valley; you can always find someone here who knows something about anything."

Yet, he said, China's industrial policy offers great incentives for chip makers.

"We haven't made a decision, but we're always open to possibilities," he said of the chance that Bridgelux would expand there.

Terry McGowan, head of technology for the American Lighting Association, said "the good news is that not all LEDs are made in China." South Korea and Japan offer competition, and American venture capitalists "have been increasingly interested in LEDs."

He believes it's not too late to save the industry in the United States.

'In its own interest'

Molycorp was the world's largest rare-earths producer until stopping production in 2002.

The company changed hands several times before going public a year ago, with the intent to reopen its mine and build an environmentally friendly processing plant in Mountain Pass, Calif. It's in a race with Australia's Lynas Corp. to get up and running.

Other rivals ? most of them years away from mining ? cheer on Lynas and Molycorp. They want to prove to investors that rare-earth know-how is not irretrievably lost to China.

Still, Molycorp and Lynas might not break China's hold on energy-efficient lighting, particularly CFLs.

John Burba, executive vice president and chief technology officer for Molycorp, said the company would send rare-earth minerals to China for its non-Chinese customers who manufacture there.

"We will sell as much of it outside of China that we can," Burba said.

China might be making a mistake with its strict quotas on rare earths, said Robert Lawrence Kuhn, an investment banker who advised senior Chinese leaders for more than two decades.

He said the idea might have sprung from "overreaching by lower-level people." Senior Chinese leaders set economic strategy, but local party officials, competing bureaucrats and agencies vie to outdo each other. The Chinese consider this to be "dynamic tension," Kuhn said.

"But in the end, there is an overriding philosophy: China will do things in its own interest," he said.



Read more: Cost of 'greener' lighting explodes as China dominates rare-earth supply - Pittsburgh Tribune-Review http://www.pittsburghlive.com/x/pittsburghtrib/news/pittsbur…

[Optimist_]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Optimist_]

Hat jemand an dem IR Call teilgenommen? Hier könnte die Teilnahme im deutschen Forum sicher noch besser sein. Interessiert doch jeden was NC höchstpersönlich so gesprochen hat. Und ausserdem eine gute Gelegenheit an seinen Listening skills in aussie English zu feilen.

Der Link sollte direkt auf den Player gehen.

http://www.media-server.com/m/p/34kk9w3y

...und alle bisher gelaufenen findet ihr hier:

http://www.lynascorp.com/page.asp?category_id=8&page_id=26

[Optimist_]

Zitat von VirtualNormann: Es wird immer verrückter

Hab ich auch gedacht ....diese Fuziah Saleh muss echt ne crazy Oma sein. Will Siemens überreden Lynas zu kontrollieren.

Statt mal wieder sachlich zu werden, nach diesem Bericht, wird immer weiter gemosert. Gegen das Gespenst der Umweltverschmutzung, Krebs und radioaktive Strahlung.

[VirtualNormann]

Es wird immer verrückter

Siemen denies ‘making promises’ over Lynas

A residents lobby group, calling themselves Badar, have claimed that German electronic giant Siemens had 'promised' to investigate the Lynas rare earth plant.

KUALA LUMPUR: German electronics giant, Siemens has distanced itself from the ongoing debacle surrounding the Lynas rare earth plant in Kuantan despite efforts by residents to stop its construction.

Siemens CEO Prakash Chandran yesterday denied claims that the firm had promised Kuantan MP Fuziah Salleh and a residents’ group, calling themselves Badar, that it would ‘delay or call-off’ the construction of the RM700 million Lynas Advanced Material Plant (LAMP).

The group, which had met with Chandran, earlier in the day, also claimed that Siemen had promised to set up a team to investigate Lynas’ practices over the LAMP construction.

The plant is currently being built in Gebeng, in the outskirts of Pahang’s capital, Kuantan and is 60% completed.

Flatly denying such promises, Chandran said that while it expects its suppliers to abide by their strict code of business practices it had nothing to do with the existing rare earths refinery.

“What we said was that we have an expert team and we will convey whatever was said to our headquarters.

“We have not used the word ‘investigation’ because who are we to investigate?” he told reporters after meeting with Fuziah and representatives from the group.

He also denied telling the group that Siemens would be investigating Lynas practices in relation to LAMP.

“We are not evaluating the existing plant. The existing plant is supplier for our plant.

“Siemens code of conduct for all suppliers will have to be implemented,” he added.

Siemens Germany-based head of direct drives sales , Alexander Pulkert, who was also present at the press conference, moved to assure Fuziah and the group that it was committed to building an eco-friendly magnet plant and was confident that its partner could meet their strict requirements.

Siemens had recently announced its plans to partner Australian miners Lynas Corp to set up a high-powered magnet plant in Malaysia using the refined rare earths produced by the latter’s refinery plant.

‘We are not against Siemens’

Meanwhile Fuziah at a separate news conference earlier said they are not in any way against the German firm but merely asked Siemens to review its joint venture given that it had promised to hold Lynas accountable.

“We are not against Siemens, we are not against their plant to produce magnets but that the joint venture (deal) will give a reason for LAMP to be in existence,” she said.

Fuziah, who is also one of PKR’s vice-presidents, is currently leading the battle against Lynas after local residents expressed fear of radiation leaks.

She said the residents had raised their concerns with Siemens at the meeting.

“On that note, we said we want to hold Siemens responsible to their word.

“And they showed a very open attitude where they said they will have their own research team, they will set up their own experts and they will do their own investigation and they will ensure that Lynas complies with their standards, not with Malaysian standards or with other standards,” she said.

Fuziah then claimed that Siemens had promised to put Lynas to task should they fail to comply with their strict standards.

“And should Lynas fail to comply, then they will put Lynas to task. This is what Siemens promised us.

“And for us, that is assuring. We believe Siemens will keep their word,” said Fuziah.

Quelle: http://www.freemalaysiatoday.com/2011/08/06/siemen-denies-ma…

[Optimist_]

Zuerst, einen schönen, erholsamen Urlaub JoJo!...und besten Dank für dein stetiges Engagement, den Thread hier frisch zu halten. Fakten, Querverweise und Quellen sind die beste Ergänzung zum täglichen "Gelaber".

Da ich gerade keinen Urlaub habe, versuche ich ab und zu mal einzuspringen .

Also das gefällt mir schon mal gut:

http://www.theaustralian.com.au/business/mining-energy/rare-…

..We are getting very close to putting up a sold out sign," Mr Curtis said, adding that there was plenty of interest in the remaining offtake. "There are industrial companies examining their supply chain who are very interested in having strategic discussions about long-term relationships."

...

http://www.smh.com.au/business/lynas-confident-chinas-export…

Lynas confident China's export tight fist is its big chance

LYNAS CORPORATION'S executive chairman, Nicholas Curtis, says geopolitical tensions over the rare earths trade are likely to continue, with China showing ''no real sign of increasing its exports of rare earths''.

"I think China's got very good reasons why they're not able to increase their export production. I think they need the production internally,'' Mr Curtis told reporters on the sidelines of the Diggers & Dealers conference.

"So I think that's going to continue to create perception problems about China's intent."
...

http://www.reuters.com/article/2011/08/03/lynas-idUKL3E7J30B…

UPDATE 1-Australia's Lynas Corp: rare earths recoveries exceed plan

..
"I'm pleased to say we are exceeding design-rate recoveries already," Executive Chairman Nicholas Curtis said at the Diggers and Dealers conference, a day ahead of the official opening of the Mount Weld plant in Western Australia.

Lynas still expects to start production at its processing plant in Malaysia by year-end, once it addresses environmental concerns and secures pre-operating licences.

The company expects a supply deficit for rare earths to persist through 2015, with demand seen exceeding 170,000 tonnes a year compared with expected production of 150,000 tonnes including output from Lynas and Molycorp.
...

http://au.news.yahoo.com/thewest/business/a/-/business/99672…

Lynas 'comfortable' with Malaysian plant

...
"We're finding that there are a recalcitrant few who are unlikely to be listening to the facts but... we're not seeing a problem."

He said the group had "underestimated the power of social media in pushing this issue".

A Malaysian Government-commissioned report released in June largely dismissed community concerns about the threat of radioactive pollution.

However, it made 11 recommendations that Lynas will have to adopt before it is granted an operating licence, including setting up a long-term waste management program and a decommissioning fund.

Mr Curtis said the company faced an "extraordinary" once-in-a-lifetime opportunity to take advantage of China's decision to clamp down on exports.

"The outlook for rare earths remains very strong," he said.

"We think we are there to sustain this market for the very long term."

[FutureEarth]

Antwort auf Beitrag Nr.: 41.887.968 von JoJo49 am 03.08.11 20:32:57

Werter JoJo49,

wünschen einen sonnigen erholsamen Urlaub.

Beste Grüße
FutureEarth