Think big - think ZINC! Trevali Resources Produzent in 6 Monaten (Seite 139)

[McGier]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: unnötige Provokation

[advocatus_diaboli]

im SH-Board wird gemutmaßt, die derzeitige Korrektur könnte etwas mit den derzeitigen Unruhen in Peru zu tun haben; es stelle sich die Frage, ob die laufenden Genehmigungsverfahren (speziell für Santander) durch die Unruhen eventuell Verzögerungen nach sich ziehen kann.


http://www.mining.com/2012/03/16/perus-illegal-miners-protes…

[MarcusRWD]

Ist das die ruhe vor dem Sturm?

[boersenbrieflemming]

Zinc to be the next ‘big base metal play' - Scotiabank's Mohr
Scotiabank says a strong rebound in U.S. auto assemblies is likely to support base metal premiums in the country
Author: Dorothy Kosich
Posted: Thursday , 29 Mar 2012


RENO (MINEWEB) -
Scotiabank economist, Patricia Mohr, predicted that zinc will become the "big base metal play," as a strong rebound in U.S. auto assemblies supports base metal premiums in the U.S.
In the March 27th edition of the Scotiabank Commodity Price Index, Mohr observed, "A strong rally in base metal prices and firmer gold led the Metal & Minerals Index higher in February."
"LME copper prices spiked to US$3.93 per pound last month-leading other base metals higher-as some of the late-2011 gloom on the global economic outlook lifted," she said. "Sentiment has improved alongside firmer U.S. economic indicators on employment, consumer confidence and auto assemblies and economic monetary policy."
Although Mohr noted copper prices retreated, "we remain optimistic that China will achieve a ‘soft landing' with GDP growth of 8.6% in 2012 and 8.9% in 2013."
In her analysis, Mohr observed that spot potash prices eased from US$500 per tonne in January to US$495 in February, "but remained well above US$393 a year ago."
Meanwhile, the Indian government, under budgetary constraints, has cut the potash subsidiary from $327 per tonne for 2011-12 to $294 for 2012-13. "These developments have triggered temporary production cuts by Potash Corp and Mosaic in Western Canada to bring supply into line with lower demand," said Mohr.
However, Mohr observed that Canpotex and the Belarusian Potash Company have just agreed on new contracts with Chinese buyers for the second quarter of 2012 at US$470 per tonne cfr, unchanged from a year ago.
"The recent rebound in soybean, canola and palm oil prices in Malaysia/Indonesia and ongoing strength in corn prices-all requiring large amounts of potash per hectare planted-has improved farm economics and bodes well for solid fertilizer application in North America, Southeast Asia and Brazil, as 2012 unfolds," she said.
In her analysis, Mohr observed that LME zinc prices rose from 90-cents per pound to 03-cents in February, before dropping to a still lucrative 90-cents in late March.
"Zinc may represent the next big base metal play," Mohr advised. "Zinc will shift into ‘deficit' (at latest by 2014) due to ongoing demand growth in the face of significant global mine depletion in mid-decade."
"In 2013, the closure of the Brunswick mine in Canada, Century in Australia and Vedanta's Lisheen mine in Ireland will shift sentiment towards zinc, with prices rallying in anticipation of tightening supplies," she forecast. "In the second half of this decade, zinc demand will be boosted by a recovery in G7 construction activity, particularly in the USA, China could start to use more galvanized steel in the underbody of a car."
"A merged Glencore/Xstrata would be the largest zinc mining company in the world, with a huge 25% share of world mine output (outside China)," Mohr added,
In the meantime, base metals premiums over LME cash in the U.S. Midwest are also firm, Mohr observed, with the ‘Platts U.S. aluminum premium' hitting a 10-month high of $8.75 cents per pound in mid-March. "Aside from lengthy delays in getting metal out of the LME warehouse in Detroit and lucrative warehousing deals, this strength likely reflects a significant recovery in U.S. auto assemblies, scheduled to reach 10.5 million units in 2012:Q2-a level not seen since mid-2007. Consumers and business are replacing an aging fleet, with the average age of vehicles on U.S. roads now at a record of nearly 11 years, up from a normal 9."
Mohr noted that spot uranium prices remain at a low ebb of US$51 per pound and base term-contract prices are US$60. "On a more positive note, China has completed drafting its new nuclear safety guidelines, spurred by the Fukushima-Daiichi event in Japan," she said. "This should allow a resumption of the approval process and actual construction of new projects this year. China has 15 nuclear reactors in operation and is in the process of building at least 25, with 50 more planned."

https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=T…

[boersenbrieflemming]

Zinc sees end to metal fatigue; Wall Street Journal Picks up on the Zinc Story..... - Over the weekend even the WSJ is picking up on the looming Zinc Supply Deficits... They note the metal used primarily to galvanize steel has slumped 20% from last year's highs, under pressure from ample mine supply and a slowing Chinese economy. But a sea change is brewing - as the world's larger zinc mines struggle with old age, a number are set to close over the next 2 years. Others expect output to decline due to lower ore grades. Xstrata's (XTA-LN) expected closure of Canadian mines Perseverance and Brunswick over the next 18 mos would erase about 300,000 metric tons of supply. A further 170,000 metric tons of zinc supply will go when Vedanta's (VED-LN) Lisheen mine in Ireland shuts at the end of 2013. Meanwhile, China's state-owned Minmetals Resources (1208-HK) is losing output at its Century mine, in Australia, as the operation struggles with lower-quality ore. Similar problems are seen with zinc production at Antamina, a Peruvian mine jointly owned by BHP (BHP) and XTA. One analyst ests that the zinc market will lose more than one million tons of annual supply by 2014. That is anything but trivial given the International Lead Zinc Study Group ests that global demand for zinc was about 12.7mm tons last year, led by commodity-hungry China. Supply was 13.06mm tons last year - sufficient new production won't arrive in time to offset these losses, even if the lives of some mines are extended. Unless something like a hard landing in China causes demand to fall off sharply, zinc prices look primed for a rebound.

[boersenbrieflemming]

Zur Energiefrage - TV kann zu einem Bruchteil eigenen Strom produzieren und sogar noch ins peruanische Netz abgeben. Das ist ein unglaublicher Standortvorteil fuer Santander.

--
New Brunswik:

Trevali Mining Corporation: First Nations Students Complete Underground Core Mining Training Program in New Brunswick

http://www.marketwatch.com/story/trevali-mining-corporation-…

Das sind in der Tat nicht uninteressante News. Ausbildung und Jobs sind fuer die Beziehung mit den First Nations ausserordentlich wichtig.

[uny1989]

Antwort auf Beitrag Nr.: 42.868.200 von bonDiacomova am 08.03.12 07:30:59

Auf jeden Fall ist es nicht von Nachteil, dass man hinsichtlich der Energieversorgung autark ist.

http://www.gtai.de/GTAI/Navigation/DE/Trade/maerkte,did=5339…

S.E. steht für Siegfried Ellermann. Den kann man anmailen, wenn man FRagen hat.

[KingKong2]

Kein Stück hergeben!

[bonDiacomova]

Antwort auf Beitrag Nr.: 42.846.444 von minenglueck1 am 04.03.12 00:47:52

Die Analysten von GMP Securities besuchten vor kurzem Trevalis Assets in Peru.
Sie gewannen den Eindruck, dass die Arbeiten bei der Santander-Mine schnell
voranschreiten und die Produktion voraussichtlich im August beginnen kann

dazu passt dass sich der status im genehmigungsverfahren bei der mining
behoerde veraendert hat = die bearbeitung ist abgeschlossen...
http://intranet2.minem.gob.pe/web/dgaamweb/EvaluacionesDGAAM…
oben 2011 und junio eingeben
ausserdem
http://intranet2.minem.gob.pe/web/dgaam/certificado_PC_new.a…

mit einem ergebnis ist "in kuerze" zu rechnen

[MarcusRWD]

Und das unter "nettem" volumen