checkAd

    LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 272)

    eröffnet am 25.04.07 13:15:18 von
    neuester Beitrag 15.05.24 08:21:51 von
    Beiträge: 3.550
    ID: 1.126.458
    Aufrufe heute: 17
    Gesamt: 786.780
    Aktive User: 0

    Werte aus der Branche Rohstoffe

    WertpapierKursPerf. %
    725,25+18,50
    0,8750+15,89
    1,7300+14,95
    1,2000+13,21
    1,9550+12,71
    WertpapierKursPerf. %
    499,30-6,18
    27,61-6,25
    3,5600-7,53
    1,7900-8,67
    48,40-97,97

    Beitrag zu dieser Diskussion schreiben

     Durchsuchen
    • 1
    • 272
    • 355

    Begriffe und/oder Benutzer

     

    Top-Postings

     Ja Nein
      Avatar
      schrieb am 19.10.10 16:13:59
      Beitrag Nr. 840 ()
      kleiner Beitrag zu China:

      China Gefährliche Party
      [14:50, 18.10.10]

      Von Ruth Fend

      Nach Einschätzung des renommierten US-Ökonoms Michael Pettis wird Chinas Wachstumsmodell auf Dauer nicht gut gehen. Er warnt vielmehr vor einer Investitionsblase und einem drohenden Handelskrieg.
      http://www.boerse-online.de/maerkte/nachrichten/interview/:C…
      Avatar
      schrieb am 19.10.10 14:56:21
      Beitrag Nr. 839 ()
      http://www.miningweekly.com/article/china-to-further-cut-rar…
      China to further cut rare earth export quotas

      By: Reuters
      19th October 2010

      Updated 3 hours ago


      SHANGHAI/BEIJING - China plans to further cut export quotas for rare earth metals next year, local media reported on Tuesday, putting further pressure on importing nations to swiftly find new sources of supply.

      China, which accounts for more than 9% of the world's production of rare earths, plans to cut export quotas by up to 30% in 2011, the China Daily reported on Tuesday, citing an unnamed official with the Ministry of Commerce.

      The Ministry of Commerce could not be reached for comment.

      Analysts say China has huge amounts of economically viable reserves that are unlikely to be depleted soon, but reckon Beijing's recent protectionist stance on rare earths exports is a sign that it could soon cut exports to a negligible amount in a bid to reserve supplies for domestic consumption.

      "It does look like they are genuinely worried about supplies and don't care what the international price is. The message they are sending is that they want to see other sources of supply being developed," said Trent Allen, a metals analyst in Resource Capital Research in Sydney.

      "Chinese officials have also talked about building a rare earths reserve and all the recent comments suggest that they may be planning to stop exports in the future."

      Premier Wen Jiabao said earlier this month that China's measures to control rare earths exports were geared to "sustainable" exploitation of the minerals and pledged not to impose a complete ban on exports.

      "We may not see a complete ban because that could bring a new set of trade problems, but they could cut shipments to a very small number," said a second analyst who declined to be identified.

      China's reserves of rare earth have dropped by 37% between 1996-2003 and might run dry within 15 to 20 years if the current rate of production is maintained, the Ministry of Commerce said on October 16.

      Any substantial cuts to heavy rare earths exports, which are scarce and needed for a number of sophisticated electronics manufacturing processes, would hit high-tech firms and automakers.

      Analysts said a move by China to further cut its rare earth supplies could also prompt an international backlash from key importing nations, such as the US, Japan and Korea, who could complain to the World Trade Organisation.

      China's recent move to halt shipments of rare earths to Japan amid a political dispute has also raised the spectre that Beijing could use its monopoly over those resources as a political tool, prompting Japan to scramble for alternative supplies and set up a reserve.

      FALLING EXPORTS

      China has been steadily reducing export quotas since 2005 for rare earth elements, which consist of 17 metals that are the life blood of green technologies such as hybrid cars and wind turbines as well as mobile phones and missile guidance systems.

      Just three months ago, Beijing said it was slashing its rare earths export quotas by 72% for the second half of 2010 to 7 976 t, compared to 28 417 t a year ago.

      The dramatic squeeze in supply has prompted an average 300 percent spike in rare earths prices between January and August this year, with price increases for each individual metal ranging from 22% to as much as 720%, Nomura Securities' chief strategist Sean Darby said in a recent report.

      Companies that have latched on to the opportunity presented by a looming supply shortage in some of the rare earths metals, such as Australia's Lynas Corporation and Molycorp Inc in the US, have seen their shares surge in recent months.

      Shares in Lynas, which have surged 215% from a year ago, were up 5,5% by midday trade, outperforming a 0,26% gain in the broader market.

      Currently, only a few facilities process rare earth oxides outside China, accounting for less than 10% of the market.

      The volume of China's exports fell for three months running to 2 364 t in August, the last month for which data is available. That month saw a 6,2% decline in volumes from August 2009, the first such year-on-year decline in 2010.

      But thanks to soaring prices, the value of August's exports continued to rise, up almost threefold year-on-year and 17% up from July 2010, despite a 30%fall in volumes.

      Edited by: Reuters

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


      Grüsse JoJo :)
      Avatar
      schrieb am 19.10.10 14:38:36
      Beitrag Nr. 838 ()
      http://www.theage.com.au/business/china-on-collision-course-…
      China on collision course
      Paul Krugman
      October 19, 2010

      LAST month, a Chinese trawler operating in Japanese-controlled waters collided with two vessels of Japan's coast guard. Japan detained the trawler's captain; China responded by cutting off Japan's access to crucial raw materials. And there was nowhere else to turn: China accounts for 97 per cent of the world's supply of rare earths - minerals that play an essential role in many high-technology products, including military equipment. Sure enough, Japan soon let the captain go.

      I don't know about you but I find this story deeply disturbing, both for what it says about China and what it says about us. On one side, the affair highlights the fecklessness of US policymakers, who did nothing while an unreliable regime acquired a stranglehold on key materials. On the other side, the incident shows a Chinese government that is dangerously trigger-happy, willing to wage economic warfare at the slightest provocation.

      Some background: rare earths are elements whose unique properties play a crucial role in applications ranging from hybrid motors to fibre-optics. Until the mid-1980s, the US dominated production; then China moved in.

      Advertisement: Story continues below ''There is oil in the Middle East; there is rare earth in China,'' declared Deng Xiaoping, the architect of China's economic transformation, in 1992. Indeed, China has about a third of the world's rare earth deposits. This relative abundance, combined with low extraction and processing costs - reflecting both low wages and weak environmental standards - allowed China's producers to undercut the US industry.

      You have to wonder why nobody raised an alarm while this was happening, if only on national security grounds. But policymakers stood by as the US rare earth industry shut down. In at least one case, in 2003 - a time when, if you believed the Bush administration, considerations of national security governed every aspect of US policy - the Chinese literally packed up all the equipment in a US production facility and shipped it to China.

      The result was a monopoly position exceeding the wildest dreams of Middle-Eastern oil-fuelled tyrants. And even before the trawler incident, China showed itself willing to exploit that monopoly to the fullest.

      The United Steelworkers union recently filed a complaint against Chinese trade practices, stepping in where US businesses won't tread because they fear Chinese retaliation. The union put China's imposition of export restrictions and taxes on rare earths - restrictions that give Chinese production in several industries an important competitive advantage - at the top of the list.

      Then came the trawler event. Chinese restrictions on rare earth exports were already in violation of agreements China made before joining the World Trade Organisation. But the embargo on rare earth exports to Japan was an even more blatant violation of international trade law.

      Oh, and Chinese officials have not improved matters by insulting our intelligence, claiming that there was no official embargo. All of China's rare earth exporters, they say - some of them foreign-owned - simultaneously decided to halt shipments because of their personal feelings towards Japan. Right!

      So, what are the lessons of the rare earth fracas?

      First, and most obviously, the world needs to develop non-Chinese sources of these materials. There are extensive rare earth deposits in the US and elsewhere. However, developing these deposits and the facilities to process the raw materials will take both time and financial support. So will a prominent alternative: ''urban mining'', aka recycling of rare earths and other materials from used electronic devices.

      Second, China's response to the trawler incident is further evidence that the world's newest economic superpower is not prepared to assume the responsibilities that go with that status.

      Major economic powers, realising they have an important stake in the international system, are normally hesitant about resorting to economic warfare, even in the face of severe provocation - witness the way US policymakers have agonised and temporised over what to do about China's grossly protectionist exchange-rate policy. China, however, showed no hesitation about using its trade muscle to get its way in a political dispute, in clear - if denied - violation of international trade law.

      Couple the rare earth story with China's behaviour on other fronts - the state subsidies that help firms gain key contracts, the pressure on foreign companies to move production to China and, above all, that exchange-rate policy - and what you have is a portrait of a rogue economic superpower unwilling to play by the rules. And the question is, what are the rest of us going to do about it?

      NEW YORK TIMES


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


      Grüsse JoJo :)
      Avatar
      schrieb am 19.10.10 11:58:35
      Beitrag Nr. 837 ()
      Antwort auf Beitrag Nr.: 40.345.252 von Optimist_ am 18.10.10 22:26:55danke mal an dieser stelle, für die vielen tollen beiträge, die Du hier reinstellst. ;)

      bye
      schlumpftrader
      Avatar
      schrieb am 18.10.10 22:26:55
      Beitrag Nr. 836 ()
      Molyocorp hat nachbörslich eine Teilfinanzierung bekanntgegeben. Die Aktie steigt nach 10% Plus im Handel dann noch einmal nachbörslich.

      http://www.marketwatch.com/story/molycorp-announces-agreemen…

      Molycorp Announces Agreement with BNP Paribas To Pursue Debt Facility

      GREENWOOD VILLAGE, Colo., Oct 18, 2010 (BUSINESS WIRE) -- Molycorp, Inc. /quotes/comstock/13*!mcp/quotes/nls/mcp (MCP 31.38, +0.43, +1.39%) announced that it has engaged BNP Paribas Securities Corp. to arrange a debt facility of up to $150 million to be used primarily as part of the financing of Molycorp's rare earth products supply chain project in the United States. Molycorp is currently producing 3,000 tons of rare earth products per year and plans to modernize and expand its Mountain Pass, California facility to produce 20,000 tons of rare earth products, including oxides, metals, alloys, and magnets, per year by the end of 2012.

      The debt facility, if implemented, would supplement the approximately $379 million in net proceeds from Molycorp's recently completed initial public offering to provide additional funding for Molycorp's estimated $511 million project to modernize its Mountain Pass, California processing facility and to expand into rare earth alloy production. That project is integral to Molycorp's "mine-to-magnets" strategy.

      "Engaging BNP Paribas to help us pursue a debt facility moves us closer to achieving our goal of fully funding the capital projects under our 'mine-to-magnets' strategy and provides us with yet another component of the financing package currently under consideration, including government-backed loan guarantees," said Molycorp Chief Financial Officer Jim Allen. "If we are able to obtain a debt facility on terms satisfactory to us and potential lenders, we expect that it would contribute to a favorable capital structure and allow us to remain on track to complete our modernization and expansion projects by the end of 2012."

      "We are excited to be working toward a debt facility to help finance this critical project," said Jeff Stufsky, Managing Director at BNP Paribas. "The success of Molycorp's rare earth products supply chain is vital to many different companies and industries around the globe."


      Das wird wohl Lynas engster Verfolger. BNP Paribas (eine französische Bank(!), was bezeichnend ist (schlafen die Amis?)) macht da einen guten Job.
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.

      Trading Spotlight

      Anzeige
      Nurexone Biologic
      0,3980EUR +2,58 %
      NurExone Biologic holt Top Level Biopharma Spezialisten an Bord! mehr zur Aktie »
      Avatar
      schrieb am 18.10.10 22:11:01
      Beitrag Nr. 835 ()
      Aktuell wird weiterhin heiss das Thema Seltene Erden (Rare Earth Oxides=REO) überall in der Weltpresse disuktiert. Hier ein paar Artikel der letzten 24 Stunden.

      Blau=Url
      Schwarz=Headline

      http://www.marketwatch.com/story/rare-earth-price-rally-to-l…

      Rare-earth price rally to lift Asian producers

      http://www.nytimes.com/2010/10/18/opinion/18krugman.html

      Rare and Foolish

      Gastkommentar By Paul Krugman (US Nobelpreisträger)

      http://www.economist.com/blogs/freeexchange/2010/10/rare_ear…

      A pundit in search of a problem

      Der Antwort auf Krugmans Artikel aus London.

      http://www.reuters.com/article/idUSTRE69H34V20101018

      China to remain top rare earth metals producer: Silmet

      http://www.japanmarkt.de/index.php/tag/seltene-erden/

      Deutsche Hilfe bei Rohstoffen

      http://www.berlinonline.de/berliner-zeitung/archiv/.bin/dump…


      Die Kraft der Seltenen Erden

      http://www.welt.de/wirtschaft/article10331723/Deutschland-hi…

      Deutschland hilft Japan bei High-Tech-Rohstoffen

      http://blogs.forbes.com/china/2010/10/17/china-japan-rare-ea…


      China-Japan Rare Earth Fracas Continues

      Fracas=Aufruhr
      Avatar
      schrieb am 18.10.10 21:30:37
      Beitrag Nr. 834 ()
      Molycorp an der NYSE steigen gerade 11% auf ein neues Rekordhoch.

      Dieser Artikel kam dazu raus:

      http://www.marketwatch.com/story/new-players-emerging-in-rar…
      The Bedford Report Provides Analyst Research on Molycorp and Rare Element Resources

      NEW YORK, NY, Oct 18, 2010 (MARKETWIRE via COMTEX) -- The 17 elements that are classified as "rare earth" are becoming an increasingly important part of our daily lives. Rare earth metals are the life blood of modern computers, batteries and alternative energies. For example, there are nearly ten pounds of the rare earth element, lanthanum, in every Toyota Prius engine. In addition, rare earth elements are vital to military technology. Contrary to the name, rare earth metals aren't particularly rare and can be found in most any continent. In recent weeks the US government has made important steps to increase production of these metals, as they will play an important part in President Obama's overhaul of U.S. energy. The Bedford Report examines the emerging Rare Earth Elements Industry and provides research reports on Molycorp, Inc. /quotes/comstock/13*!mcp/quotes/nls/mcp (MCP 31.24, +2.99, +10.58%) and Rare Element Resources /quotes/comstock/14*!ree/quotes/nls/ree (REE 9.40, +1.75, +22.88%) . Access to the full company reports can be found at:

      www.bedfordreport.com/2010-10-MCP

      www.bedfordreport.com/2010-10-REE

      Earlier this month, the US House of Representatives passed the Rare Earths and Critical Materials Revitalization Act of 2010, which supports the discovery and development of rare earth sites inside of the United States. The hope is that the bill will re-establish the US as a leading producer of the 17 rare earth elements. According to recent statistics posted in Reuters, China accounts for as much as 95 percent of global production of rare earth metals. According to Kathy Dahlkemper, the author of the Rare Earth bill, "We need to act now to begin the process of creating our own supply of rare earth materials so the United States is never dependent on China for crucial components for our national security."

      The Bedford Report releases regular market updates on the Rare Earth Metals Industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us for free at www.bedfordreport.com and get exclusive access to our analyst reports and industry newsletters.

      Colorado-based Molycorp is restarting a California mine which was formerly the world's largest source of rare earth elements, while Canadian-based Rare Element Resources has a 100% interest in the Bear Lodge property that is located in Wyoming. According to a US Geological Survey, the Bear Lodge property contains one of the largest deposits of disseminated rare earth elements in North America.

      http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…

      Der Dow Jones heute lässt Erwartungen morgen für Lynas zu.
      Avatar
      schrieb am 18.10.10 20:27:14
      Beitrag Nr. 833 ()
      Antwort auf Beitrag Nr.: 40.344.027 von Klatschbreik am 18.10.10 19:46:36http://www.zdf.de/ZDFmediathek/beitrag/video/1167588/Chinas-…

      lg chris
      Avatar
      schrieb am 18.10.10 19:46:36
      Beitrag Nr. 832 ()
      gerade hat Wiso (ZDF)einen Bericht über 'Seltene Erden' gesendet. Lynas wurde auch erwähnt mit seiner enormen Performens der Aktie.
      Bin gespannt, ob wir das in den nächsten Tagen spüren.
      Gruß Kl.
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 17.10.10 23:02:49
      Beitrag Nr. 831 ()
      Antwort auf Beitrag Nr.: 40.337.456 von 2014 am 17.10.10 14:13:06Das sind die beiden, glaubt's oder glaubt's nicht, technologisch fortschrittlichsten Länder der Erde. Und man arbeitet zusammen um Entwicklungsländer mit Rohstoffpotential in einer Win-Win Situation anzuzapfen (Namibia, Mongolei..). Zusätzlich kann man know-how austauschen wie ein Recycling aus modernem Industriemüll/Elektronikschrott wirtschaftlich sinnvoll umgesetzt werden kann. Und dann gibt es immer noch die Möglichkeit Seltene Erden zu substitutieren oder in geringeren Mengen einzusetzen.

      Wie Deutschland aktuell Hilfe anbieten kann, weiss ich auch nicht, aber sich darüber lustig zu machen wird der Sache auch nicht gerecht. Wir haben immerhin viel Chemieerfahrung und das Geld.

      Japanische Firmen sind durch ihre Elektronikindustrie (Panasonic, Sony, Sharp, Toshiba) und die hybridbatteriebetriebenen Fahrzeuge (Toyota, Nissan, Honda, Mitsubishi) sicher der grösste SE-Verbraucher der Welt.

      Bitte aber jetzt ab in den Diskussions-Thread.:)

      Gute Nacht!
      • 1
      • 272
      • 355
       DurchsuchenBeitrag schreiben


      LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen