Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 249)

[sliceanddice]

http://www.nationmw.net/index.php?option=com_content&view=ar…

Globe metals finalises Machinga project drilling

[Reiners]

Die deutschen "Schnarchnasen" sollten sich lieber schnell an Unternehmen wie Globe beteiligen, bevor die Chinesen oder Japaner es tun.

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manager magazin

04.10.2010


Kampf um Ressourcen

Brüderle eröffnet Rohstoffagentur


Die Wirtschaftsmacht China sichert sich Rohstoffreserven weltweit, drosselt aber den Export wichtiger Grundstoffe, weil der eigene Verbrauch steigt. Deutschland gründet nun eine Rohstoffagentur zur Stärkung der Industrie und Sicherung von Ressourcen im Ausland.

Hannover - Der wachsende Rohstoffhunger des Wirtschaftsriesen China treibt den Wettlauf der Industriemächte um die Ressourcen kräftig an. Die deutsche Wirtschaft warnt bereits vor Rohstoffmangel. Die Sicherung der künftigen Versorgung der Industrie vor allem mit den Grundstoffen für Zukunftstechnologien ist Aufgabe der neuen Deutschen Rohstoffagentur, die am Montag in Hannover gegründet wurde. Dabei geht es auch darum, den Zugang zu rohstoffreichen Ländern zu erleichtern und dort über Hilfe bei der Erschließung Zugriff auf Ressourcen zu erhalten.

"2008 importierte Deutschland Rohstoffe für 126 Milliarden Euro, aus eigener Förderung kamen Rohstoffe für lediglich 10 Milliarden Euro", berichtet der Leiter der neuen Agentur, Volker Steinbach. Knapp drei Viertel der Rohstoffimporte entfallen auf den Energiebereich.

Sehr viele Arbeitsplätze, vor allem aber Zukunftsbranchen seien von der Verfügbarkeit von Rohstoffen abhängig, erklärt Steinbach. Mit ihren Analysen soll die Agentur Unternehmen über das Vorkommen und die Verfügbarkeit von Rohstoffen informieren, bei Fördervorhaben beraten und Kooperationsprojekte mit rohstoffreichen Ländern unterstützen. Die Agentur wird Teil der Bundesanstalt für Geowissenschaften und Rohstoffe (BGR).

Längst geht es nicht mehr nur um Öl oder Gas, es ist vor allem der Zugriff auf die sogenannten seltenen Erden, von dem die Wirtschaft der Zukunft abhängt. Cerium etwa wird in Autokatalysatoren oder Ölraffinerien genutzt, aus Neodym werden starke Magnete gebaut, die in Festplatten oder iPods stecken - andere der speziellen Stoffe sind in Satelliten oder Kommunikationssystemen unverzichtbar. Hauptlieferant ist China, das wegen des steigenden eigenen Bedarfs den Export kürzlich drastisch verringert hat. Nun bangen die Industrienationen um den Nachschub.

Solche Abhängigkeiten zu erkennen und ihnen entgegenzuwirken, ist Aufgabe der neuen Rohstoffagentur. "Das ist eine strategische Frage", sagt Steinbach. "Bei der nachhaltigen Rohstoffversorgung sollte man nicht nur im Takt des Shareholder-Value, sondern in Zeitspannen von 10, 20 oder 30 Jahren denken" - also nicht kurzfristiges Renditedenken ist angesagt, sondern langfristige Ausrichtung.

Ziel der Agentur sei es, Unternehmen und die mittelständische Industrie hinsichtlich der eigenen Abhängigkeit von knappen Grundstoffen und Alternativen sowie bei der Steigerung der Rohstoffeffizienz zu beraten. "Hier warten wir auf direkte Fragen der Wirtschaft." Auch Firmen, die im Ausland in den Bergbau einsteigen wollten, könnten auf die Expertise aus Hannover zurückgreifen.

"Der Aufbau der neuen Rohstoffagentur ist ein wichtiges Element unserer nationalen Rohstoffstrategie. Sie liefert konkrete Unterstützung für die Versorgung der Industrie mit Rohstoffen", kommentiert der Vorsitzender des BDI-Ausschusses Rohstoffpolitik, Ulrich Grillo. Der Informationsbedarf der Industrie wachse. Grund seien zunehmende Beschaffungsschwierigkeiten wie Exportbeschränkungen und Wettbewerbsverzerrungen im Rohstoffhandel. "Darum ist es für Auslandsinvestitionen wichtig, Expertise und Wissen auch zu politischen Rahmenbedingungen zu bündeln."

Michael Evers, dpa

[Reiners]

Neues 52 Wochen-Hoch. (Schlusskursbetrachtet)

Ich denke wir laufen die nächsten Wochen noch Richtung 55-60 audcent.

Dann werde ich wohl auch mal ein Teil Gewinne realisieren. Muss dann aber jeder selber entscheiden.

Schaut euch PEK.AX heute mal an. Jetzt schon 58,5 audcent.

[Reiners]

According to IIF sources, a draft report by China’s ministry of industry and information technology has called for a ban on foreign shipments of terbium, dysprosium, yttrium, thulium and lutetium. Other metals such as neodymium, europium, cerium, and lanthanum will be restricted to a combined export quota of 35,000 tonnes a year, far below the global needs.

http://www.business-standard.com/commodities/storypage.php?a…


China produziert 99% des weltweiten dysprosium und wenn es zu einem Ausfuhrverbot kommt, kann der Westen wohl nicht die neue Generation der Windkrafträder bauen.

Das könnte nochmal einen weiteren Schub bzgl. der HREE Meldung (incl. hoher Anteil von dysprosium) von Globe Ende des Monats bringen.

[Reiners]

http://www.stockopedia.co.uk/content/future-for-rare-earths-…


Future for rare earths mixed: Swimming in cerium, dearth of dysprosium

[Reiners]

The Billion-Dollar Rare-Earth-Mining Club


* Jack Lifton

Published 10/1/2010


Today’s announcement by Arafura Resources, the Australian-owned and Australia-based rare-earth mining venture that it is in funding talks to raise A$1 billion (US$964 million) to develop its rare-earth mine, served notice upon the world of natural resources’ supply that yet another non-Chinese rare-earth project would need a great deal of money to bring its product(s) to the market.

By my count, Arafura Resources is the fifth rare-earth mining venture to ring the ‘above US$500 million’ bell in just the last two years. The first such was Australia-based Greenland Minerals and Energy, which has said it will need US$2.3 billion. Next was Lynas Corp., another Australian venture, which has raised more than US$600 million so far on its way to production. The newest big spenders are America’s Molycorp, which recently raised US$400 million in its recent IPO, but said it would need more than US$500 million, and most recent of all, Canada’s Avalon Rare Metals, which filed required Canadian Securities Commission disclosures documentation, stating that it may need as much as C$900 million for its Northwest Territories project.

These ventures all have one thing in common, which is that most of the money required by all of them is admittedly required just to produce ore concentrates. The problem with this goal, is that, as for most mines in general, but for rare earth mines in particular, the ore concentrate stage is the lowest point in the value chain.

The Australian rare-earth expert commentator Dudley Kingsnorth, stated at the 6th Annual Chinese Society for Rare Earths Summit on August 3, 2010, that he estimated the total value of all of the rare-earth ore concentrates produced in the last calendar year to be south of US$1 billion. Let me point out here that it does not matter what the selling price of high-purity rare-earth metals may be, or may jump to, when you are valuing the ore concentrates from which they are produced. The value of the ore concentrates will rise much less than the price of the high-purity individual metals, because it is post ore concentration where most of the added costs arise.

If you believe, as I do, that the total demand for rare earths will no more than double in the next decade, then it is obvious that we are faced with a mining industry expansion which has probably too many new entrants competing to recover their cost of investment, from a relatively small total revenue pool. This means that there are already too many new entrants, and if all of them raise the necessary capital they believe they need, then some strategic investors will never see any profit.

Besides the problem of too many competitors chasing too small a pool of money, there is the problem that not all rare earths are as desirable as the others.

The most valuable rare earth in terms of total demand and total revenue, is the metal neodymium, the basis of 90% of the world’s rare-earth permanent magnets. Its price as a high-purity metal has been climbing lately, and almost all of the projected balance sheets and income statements of the rare-earth mining ventures are based on neodymium’s current high price. But common economic sense and the basic law of supply and demand tell us that if neodymium is overproduced, then its price at every point in the value chain will fall. If this happens, many of the business models of the members of the “billion-dollar cost club” will fail to show a profit, no matter where in the value chain they are calculated.

The other economic curiosity among rare-earth mining ventures, is the belief by many of the miners that if they produce large quantities of the currently-highest-priced rare earths with commercial uses, the so-called heavy rare earths dysprosium and terbium, then the prices of those metals will stay high no matter what the excess of supply over demand might be. This is plain silly and misleading.

I have come to the conclusion that in rare-earth mining, outside of China, small is beautiful and the higher the proportion of heavy rare earths to total rare earths, the better for any venture.

There is no way that a non-Chinese rare-earth mine will be able to out produce the Chinese mines in Inner Mongolia, in total production of either neodymium or lanthanum, the two most widely used of all of the rare-earth metals; but even the Chinese believe that they will not be able to meet the demand for dysprosium and terbium beyond this decade.

If the demand for dysprosium and terbium doubles, then there will be a major shortage of dysprosium and terbium beginning by 2015. I am betting that Chinese, Japanese and Korean investors will focus on neodymium and, perhaps, lanthanum only in the short term, but on dysprosium and terbium for the long term.

There are six rare earth mining projects being developed outside of China by Japanese companies, such as Toyota, Sumitomo, and Mitsui at the present time. I think that Japanese companies issuing letters of intent to rare-earth mining ventures in Australia and the USA are simply using the no-cost letters of intent as insurance policies, which they will allow to expire if and when their own mining ventures bear fruit. If the letters of intent are from Korean or Indian companies, then I would value them higher. I understand why the issuers of such letters want their identities kept secret – for competitive advantage – but I would feel that the letters were more valuable if I knew they were from Korean, Indian, or European stockpile agencies or industries.

[Reiners]

Charttechnisch sieht es auch nicht schlecht aus. Nach dem sehr starken Anstieg nach der REE Medlung bis auf 47,5 audcent in der Spitze, haben wir deutlich konsolidiert. Es hat sich ein neuer Boden bei 37 audcent gebildet der jetzt schon 4 Tage in folge gehalten hat.(Siehe Grafik)

Die 37 audcent sind eine gute Basis die nächsten Tage / Wochen für einen neuen Kurszuwachs.

[Reiners]

Zukünfig ist eben nicht wichtig ob man REE hat, sondern welche. Und da kann Globe mit seinen Heavy REE hoffentlich besser punkten, als so mancher Konkurrent.


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Thursday, September 30, 2010

Shortages in some rare earths, others not in short supply
by Lawrence Williams (Mineweb) company news image

In a very interesting assessment of the rare earths sector, Great Western Minerals (TSX-V: GWG) Executive Chairman, Gary Billingsley told the audience at the Global Mining Investment Conference in London that although there could be major short term problems in rare earths supplies, some rare earth elements (REEs) could be in a substantial surplus position within the next few years.

With China both the biggest consumer, and by far the biggest producer, of rare earths the market has been severely affected by that country's policy of retaining ever higher amounts of rare earths for its own usage, and this has seen prices for some rare earths - notably at the heavy end of the rare earth spectrum - rise dramatically over the past year.

There is little doubt that China's rare earths policy will lead to a severe shortage of some rare earths over the next two to three years before any new, or resurrected, Western mining operations can be brought into production.

Thus all rare earths are not created equal in supply, or demand. With a limited number of known REE deposits which could relatively quickly be brought into production in the next three to five years - three in Australia, one in Vietnam, one in South Africa and one in the USA, critical shortages are likely in some heavy REEs such as dysprosium, tritium and neodymium, while, as Billingsley pointed out others at the lighter end of the rare earths scale such as cerium and lanthanum could move to a strong over-supply position which makes the economics of new rare earth mining operations problematical.

Longer term he sees another eight significant deposits which could be brought on stream later in the decade.

While the current high prices for the heavy elements may well be sustainable in the medium to longer term, those for the lighter elements will not be, Billingsley said.

But, again in the medium term Billingsley feels that there will not be critical shortages as the new deposits are brought into production - although this in itself may not be simple given the long lead time in bringing mines on stream - even in mining friendly countries and states.

In the case of REEs, since many of the known deposits are associated with radioactive materials such as uranium and thorium there could well be environmental opposition which could delay such projects further.

China, of course, is the bête noir in the current REE supply/demand scenario. It currently accounts for around 93% of global REE production and in the light of its own needs has been cutting supplies to other countries through quotas, export tariffs and only allowing a few companies to export. Its latest move is to cut its export quotas by 40% - and there has also been a reported threat to cut off supplies to Japan altogether over a diplomatic incident, and Japan is currently another very major consumer of REEs for its electronics and hybrid vehicle sector.

REEs are incorporated into many modern technological devices, including superconductors, samarium-cobalt and neodymium-iron-boron high-flux rare-earth magnets, electronic polishers, refining catalysts and hybrid car components (primarily batteries and magnets). Rare earth ions are used as the active ions in luminescent materials used in optoelectronics applications and find usage in modern strategic weaponry - notably guidance systems - which is causing some concern in the USA. Rare earth oxides are mixed with tungsten to improve its high temperature properties for welding.

What is another difficulty in getting new projects off the ground is that there are fears that China could flood the market if it wished, as it did back in the 1990s, and cause prices to collapse making projects uneconomic. But with China itself seemingly fearing shortages, and also looking for mineable deposits outside the country this is perhaps less likely except in the case of the lighter REEs as mentioned above. Billingsley reckons the world could be "swimming in cerium" in the future for example - cerium is the 25th most common element in the earth's crust - but, as noted above, described the position for some of the ‘heavy' elements as critical.

[Reiners]

Das wir eine irrationale Goldgräberstimmiung bei den REE Juniors haben ist nicht zu verleugnen. Die Frage ist wie lange es anhält. Und das kann noch einige Zeit dauern.

China wird seine Politik nicht grundsätzlich ändern und Abhilfe (Lynas und co.) kommt wohl erst in 1 bis 2 Jahren, von daher ist der Vergleich mit dem Irrsinn Neuer Markt nicht abwägig und das ging ja auch mehrere Jahre.

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Rare earths in Australia equals irrational exuberance

If Australian mineral investors knew what rare earth minerals looked like, they might well follow in the footsteps of those who rushed to the Australian and California goldfields; they would be setting off with the modern day equivalent of packhorse, pick, pan and shovel, such is the hysteria surrounding this sector Down Under.

And the extraordinary aspect of this investment frenzy is that the real action surrounds not so much the more advanced projects based in Australia - although those stocks are running too - but the early-stage exploration stories of small Australian companies operating mainly abroad.

Forget that development of mine output at Mountain Pass in California and Mt Weld n Western Australia may well satisfy much of the growth in rare earth demand over the next decade; forget that there are plenty of companies from Canada and elsewhere hot on the trail of new rare earth projects; forget that demand-supply forecasts for individual rare earth elements vary from possible over-supply to shortages; forget that projects have to overcome serious economic return hurdles; forget even that so many exploration stories fall by the wayside in the face of later drilling. None of that matters in Australia at present.

Take Wednesday on the Australian Securities Exchange. At 11.52am, a small obscure explorer, Aus American Mining (ASX:AIW), reports that its uranium exploration in Arizona has yielded samples that indicate a “potentially large rare earth/specialist metal discovery”. These samples showed elevated values of lithium, niobium, cesium and tantalum. By 12.09pm, the stock price (which traded before the announcement at 4.2c) was up 124 per cent.

Two days earlier, Peak Resources (PEK) announced four drill holes at its Ngualla project in Tanzania had returned what it called significant rare earth, niobium, tantalum and phosphate intercepts. Up goes the stock by 78 per cent on huge (for Australia) turnover.

Two weeks previously, Orion Metals (ORM) announced that of 45 rock chip samples at its Killi Killi Hills ground in Western Australia, 20 contained significant levels of HREEs including dysprosium, ytterbium and erbium. That was enough information to see the stock price double that day.

There was also a big jump for Greenland Minerals & Energy (ASX:GGG) when problems with the government in that Danish dependency were resolved. The company’s Kvanefjeld project in Greenland has been a favourite with Australian investors, and it is included in a list of the world’s 10 most significant rare earths projects by Perth-based rare earth specialist Dudley Kingsnorth of Industrial Metals Company of Australia. It contains 2.6 million tonnes of rare earths, 14 per cent of which are medium or heavy rare earths. But Kvanefjeld also contains uranium, and only in September did the Greenland government clear the way for further work there despite its uranium mining ban.

By contrast, those companies whose stories have been out there for some time see trading reaction that is way more subdued. Some progress has already been priced into Globe Metals & Mining (ASX:GBE) because of its Machinga rare earths project in Malawi with its good indicators of HREE, but its announcement this week that exploration was showing potential for a heavy rare earth discovery at its Mount Muambe fluorite project in Mozambique attracted only modest attention.

So that’s how it is with rare earths in Australia. “Irrational exuberance” barely does it justice.

Robin Bromby

Sydney

[Reiners]

(aus dem Gippsland Thread geklaut)

Globe als signifikanter Tantalproduzent 2013


http://www.mediafire.com/?uc8k7hdqt7w7shq


PDF runterladen und auf Seite 8 ist dann Globe