LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 200)

[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 41.504.549 von doesel am 15.05.11 12:35:53

Danke, muss relativ neu sein!

Endlich tut sich was an der PR-Front!

[doesel]

Antwort auf Beitrag Nr.: 41.504.352 von Optimist_ am 15.05.11 11:04:55

Falls noch nicht gezeigt hier eine Interviewreihe des Lynas Boards (Eric Noyrez, Matthew James, Nick Curtis).
http://www.youtube.com/watch?v=GsSj3Al2P8A&feature=BFa&list=…

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/police-d…

Police detain four DAP members in anti-Lynas protest

By Clara ChooiMay 15, 2011

KUANTAN, May 15 — Police arrested four DAP members here this morning for holding a demonstration to protest the Lynas Corp rare earths refinery in Gebeng.

DAP Socialist Youth (DAPSY) chief Anthony Loke (file picture), who was present at the time, told The Malaysian Insider that the police moved in to arrest the four just as the event on was nearing its tail end.

He explained that the programme had began with the opening of the Kuantan DAP service centre on Jalan Beserah at 10am this morning before moving on to a short demonstration.

“It was just a small one... three of us gave speeches, (Triang assemblyman) Leong Ngah Ngah, (PKR’s Indera Mahkota MP) Azan Ismail and then me.

“When it was my turn to speak, the Kuantan OCPD came and told us to stop the event. I told him that we were already finishing so after a short argument, we managed to finish our demonstration and we told everyone to disperse,” he said when contacted.

Loke explained that the DAP leaders then regrouped for a short photo session with the media.

“That was when these four members laid out the anti-Lynas banner which only had a logo on it and they lay down on it for the pictures.

“Seeing this, the OCPD immediately ordered his officers to arrest them, claiming it was a provocative move,” he said.

..

http://www.taz.de/1/archiv/digitaz/artikel/?ressort=a2&dig=2…

Brummbrumm reloaded

...
Unsicher ist auch weiterhin die Rohstoffversorgung. "Mit dem Elektroauto ersetzen wir die Abhängigkeit von Öl mit der Abhängigkeit von Seltenen Erden", sagt Willi Diez, Direktor des Instituts für Automobilwirtschaft an der Hochschule Nürtingen-Geislingen. Unter Seltenen Erden versteht man 17 seltene Metalle, von denen einige für die Herstellung von E-Autos unbedingt notwendig sind. Sie werden fast komplett in China produziert. Erst im April warnte die Deutsche Rohstoffagentur: Nur Unternehmen, die sich bereits mit Seltenen Erden abgesichert haben, hätten im Bereich grüner Technologien auch eine Chance. Ihre Sicherung seien für die Rohstoffstrategien von EU und Bundesregierung sehr wichtig.

Zwei der Metalle etwa, Samarium und Dysprosium, werden für die Herstellung von Magneten gebraucht, die sowohl in Generatoren von Windkraftanlagen als auch in Elektromotoren benötigt werden. "Die ausreichende Verfügbarkeit dieser Rohstoffe und Materialien hat direkten Einfluss auf den Erfolg einer Elektrifizierung der Mobilität", schreibt die Nationale Plattform Elektromobilität in ihrem letzten Bericht. Ein besonderer Schwerpunkt der Forschung liegt deshalb auf dem Recycling. Stoffe sollen effizient wiederverwertet werden können.

...

[JoJo49]

http://www.metal-pages.com/news/story/54251/rare-earth-weekl…
13 May 2011

Rare earth weekly roundup – Prices surging again

BEIJING (Metal-Pages) 13-May-11. The rare earth market has again seen price increases for many rare earth products this week as some major suppliers have lifted offer prices, which encourages other suppliers to hold on to their stocks and wait for higher prices. In the meantime, the ...

Googleübersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


Grüsse JoJo

[alcoholic]

Zum Wochendende:

Ein Video mit member of the panel Dr Magnus Vesterlind über "remidiation"

http://www.iaea.org/newscenter/multimedia/videos/remediation…

Klingt alles sehr sachlich und vernünftig

Schönes WE

[Optimist_]

http://www.themalaysianinsider.com/malaysia/article/iaea-nam…

IAEA names Lynas refinery review panel

KUALA LUMPUR, May 13 — The UN’s International Atomic Energy Agency (IAEA) today unveiled the team that will conduct an evaluation of the controversial RM700 million rare earths refinery in Gebeng, Pahang — a review necessitated by mounting opposition from surrounding residents and environmentalist groups.

Malaysia had earlier asked the Vienna-based agency for assistance in addressing public concerns about the project by forming a panel to review radiation health and safety factors.

The panel will be headed by Dr Tero Varjoranta, the IAEA’s director of the Nuclear Fuel Cycle and Waste Technology at its Nuclear Energy department.

Other members of the panel include Dr Magnus Vesterlind, Dr Horst Monken Fernandes, and Hanna Kajander — all of whom are attached to the nuclear agency.

Asides from its own personnel, the IAEA panel will also include outside experts Jan van der Steen, Dr Leo M. Lowe, Dr PM Balagopala Pillai, Dr Dennis Wymer and Ulric Schwela.
The multinational panel was announced today by Minister of International Trade and Industry Datuk Seri Mustapa Mohamed, who also pledged that the government will reveal the panel’s finding in its entirety upon completion.

...

[JoJo49]

Antwort auf Beitrag Nr.: 41.497.560 von Fuenfvorzwoelf am 13.05.11 11:33:29

Danke!

Dem kann man kaum noch etwas hinzufügen.

Der folgende Artikel ist IMHO positiv zu bewerten zeichnet er doch auf das die internalionale Prüfung der LAMP schnellstmöglich in die Wege geleitet wurde.

In diesem Sinn wünsche ich @ ein schönes, erholsames WE


Grüsse JoJo


http://www.malaysiandigest.com/news/22982-iaea-agrees-to-app…


Friday, 13 May 2011 16:01
Last updated on Friday, 13 May 2011 16:48



IAEA Agrees to Appoint Expert Team to Review Lynas Project


KUALA LUMPUR, 13 MAY, 2011: The Vienna-based International Atomic Energy Agency (IAEA) has agreed to appoint an expert team to review the health and safety aspects of the proposed rare earth processing facility to be undertaken by Lynas Malaysia Sdn Bhd in Gebeng, Pahang.
...
...


Googleübersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…" target="_blank" rel="nofollow ugc noopener">[http://translate.google.de/translate?hl=de&sl=en&u=http://ww…

[Fuenfvorzwoelf]

Sorry, nochmal, aber es sind so viele tolle Postings auf Hotcopper ...
Wer investiert und interesssiert ist, des Englischen einigermaßen mächtig und nicht im Hotcopper-Forum dabei ist, dessen Bild wird nur relativ vage sein. Da ich weiß, dass viele User aus unterschiedlichen Gründen nicht auf HC sind, stelle ich die Infos hier auch rein.

Hier noch ein sehr schönes Posting: Jetzt kann sich jeder seinen Reim drauf machen ... ich würde es auch begrüßen, wenn wir das im anderen Thread mehr diskutieren. Ich persönlich denke auch, dass das Untersuchungskomitee sein OK geben wird, mit evt. noch ein paar Vorschlägen zur Verbesserung. Ob es dann wirklich Verzögerungen geben wird/muss/soll, sei dahingestellt. Aber selbst Nick Curtis geht anscheinend auch eher von Dezember aus, bis alles in vollem Betrieb ist. Deswegen sind wir hier auf einem m.E. schönen Kaufniveau. Falls alles klappt und die Weltmärkte nicht verrückt spielen, sind wir in einem Jahr in einer anderen Liga mit Lynas.

lg Matze

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http://www.hotcopper.com.au/post_single.asp?fid=1&tid=145878…

As an opener let me say what I am suggesting in my post is simply the humble opinion of someone who has been on both sides of so-called "Expert Panels" or "Inquiries" in a couple of science-related areas.

First and foremost, the workings of "expert panels" or similar inquiries make it a very strange beast. The group dynamics, allied with external pressures (usually political), make for sometimes unpredictable outcomes. Getting a gig on such a panel is also a very prestigious and sought after role and that can have its effects too.

Second, they rarely EVER totally agree with whatever viewpoints that are being tested via the panel - after all "they" are the experts and in their mind it would be most unlikely that a company full of "their own" experts would be able to match up to the panel's expertise. This has the effect that they generally find some points of disagreement - even if they basically feel that things look OK.

So what does this mean for the Lynas LAMP review?

IMO there are only 4 outcomes - three being realistic.

OUTCOME #! - The LAMP setup is fine - all Thorium problems are either miniscule or have been well thought through in the plan wrt early storage and later conversion to filler.

CHANCES of this happening - 5%. Start processing as soon as ready.

OUTCOME #2 - The Lamp overall is fine but there needs to be some minor refinement regarding both the storage and ultimately the conversion of Thorium waste products.

CHANCES of this happening - 89% Start processing delay of 3-4 months.

OUTCOME #3 - there are some fundamentally serious issues that need to be addressed, particularly in the waste storage and disposal stages.

CHANCES of this happening - 5%. Start processing delay of 6 months minimum.

OUTCOME #4 - the plant as it stands, unless totally redesigned, is of ongoing danger to the local inhabitants and the Government (Local and National) should rethink their earlier decision to go ahead.

CHANCES of this happening - less than 1%. The Malaysian LAMP is therefore unlikely to proceed under this scenario.


From a political perspective I believe OUTCOME #4 can be ruled out for all the reasons put up by other more eminent posters. OUTCOME #1 would lead to an instant massive surge in sp - but unlikely IMO. OUTCOME #3 I believe is unlikely as I believe the overall process is utilizing the best practice technology at all stages except perhaps the waste disposal procedures. This outcome would definitely cause problems in the sp performance.

OUTCOME #2 would cause some delay (3-4 months max) - but would be strongly sp positive for the company at that point in time, anyway.

So basically I feel that we have a great chance that all will be well with this review. I have written a few times early on with regard to Lynas progress that the only real stumbling block that would slow the SP momentum was the whole LAMP thing. I know it's a huge task for project management and the teams of chemists and engineering advisors to get this thing up and running - on time and on budget.

We must remember however, that the LAMP is based on existing well known (yet complex) technology and Lynas has the support of Rhodia's well respected INTERNATIONAL expertise through a number of Technical Support Agreements as well as having appointed one of the key Rhodia people to now head up its senior technical team. In short - we do know it will work efficiently and safely and so does a good cross-section of the international chemical and nuclear community!

I really do feel very confident that this is the time to buy more. As usual GL to all holders. MY apologies for framing the argument in lots of numbers and percentages (unfortunately been doing it all my life!).

[Fuenfvorzwoelf]

Mustapa: International panel to study Lynas plant

http://www.youtube.com/watch?v=ZaM57RQgO5g&feature=youtu.be

[Fuenfvorzwoelf]

Zum Thema noch:

The Australian Government says the Lynas product is not dangerous waste. It is 30% below the radioactive level that Australia requires before transport regulations are applied (see GS report). It is non-dangerous by most common international standards (GS Report).
The Malaysian government has approved the LAMP (earlier decision).
The IAEA has indicated the product meets their accepted safety levels (IAEA has stated safety levels). The Malaysian government has selected the IAEA to confirm their conclusion that the waste is safe. The end product is mixed with lime and is not "concentrated" in it's radioactivity along the way (GS Report). It remains 30% below the radioactivity that is considered dangerous (http://www-pub.iaea.org/MTCD/publications/PDF/Pub1384_web.pd… Either IAEA changes their standards by 30%- no chance. Or they would have to commit a massive contradiction- no chance.
The logical result is that the IAEA adds science to the Malaysian government's decision. Perhaps the Malaysian government attempts to increase fines and liabilities in the even of an environmental disaster to satisfy public health concern and Lynas ends up with a minor increase in insurance costs.
But the media generated opposition is neither thought through, based in any facts, nor terribly powerful all things considered. For the protesters to grow in power they would need more facts to their case. I think the hype plays out and the license is confirmed without delay.