CHINA MOLYBDENUM -- News, Fakten, Umfeld (Seite 28)
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ISIN: CNE100000114 · WKN: A0M4V5 · Symbol: D7N
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The TEX Report Topics < Ferro Alloys >
May, 2009 >> 25 (Mon)
Total Output of Molybdenum By 7 Major Mining Companies In Q1 / 09 Decreased By 20%
= Increased Moly Imports By China Had Underpinned Decreased Moly Consumption In Western Countries
The total quantity of molybdenum in molybdenum concentrate produced by seven major molybdenum mining companies of the western world in January - March quarter of 2009 came to 55.90 million lbs., having decreased by approximately 20% compared with that (69.29 million lbs.) in the same quarter of 2008.
According to the contents in settlements of accounts for January - March quarter of 2009 released by these seven companies, the quantities (on Mo content base) of molybdenum in concentrate produced by them in the quarter were as per the table attached hereto. There is a strong view in the market (as Mr. Johm Graell Moore, President of Molymet, said so in Chile) that the total quantity of molybdenum in concentrate to be consumed in the western market for the calendar year (January - December) of 2009 is anticipated to decrease by 30% compared to that for the preceding year of 2008, but a scale of molybdenum production at these mining companies is still not prepared yet to cope with this decrease of molybdenum consumption in 2009.
However, by taking a chance on this fall of molybdenum prices, China has shifted their molybdenum purchases from domestic products to the cargoes to import from overseas countries at discounted prices and, consequently, China imported approximately 7.0 million lbs. (on Mo content base) of molybdenum (mainly molybdenum oxide) from overseas sources (mainly from North, Central and South American countries) in January - March quarter of 2009. A decline of molybdenum production in the western world has been partially diluted by an expansion of molybdenum demand in China and the international oversupply of molybdenum has been rapidly improved from the beginning of May.
According to an information from experts well-experienced in China, the total quantity of molybdenum imported by China in January - March quarter of 2009, including the cargoes as speculated, is supposed to have reached an overwhelmingly larger scale than that recorded in the customs-statistics.
As seen from the table attached hereto, the total quantity of molybdenum in concentrate reduced actually by seven major mining companies of the western world in January - March quarter of 2009 came to 13.4 million lbs. On the other hand, China actually imported 6.85 million lbs. on Mo content base of molybdenum products in the quarter. Therefore, the total quantity of molybdenum as effected to improve the world situation of molybdenum supply is estimated to have reached 20.25 million lbs. Nevertheless, on the assumption that molybdenum consumption in the western world for January - March quarter of 2009 would have decreased by 30% compared to that in the same quarter of 2008, the quantity of molybdenum decreased in consumption for the quarter is thought to be 20.78 million lbs. As far as the global molybdenum situation in January - March quarter of 2009 is concerned, the supply seems to have been balanced in the western world.
Molybdenum is recovered as by-product in copper production and, therefore, this molybdenum production is said to be difficult to cope quickly with a sudden decrease of molybdenum consumption More than 80% of molybdenum to be supplied to the world market is estimated to be produced as by-product in copper production and this fact has been seen from concrete cases in the past years. Accordingly, molybdenum is the metal to be easy to continue its depression for a long period.
When China still continues to import molybdenum, molybdenum will become the second quickest metal to improve the supply situation, following copper. However, the point, having differed from copper, is that China is originally the country to produce molybdenum and continued to exports molybdenum products on a scale of 60 - 70 million lbs. per annum (corresponded to 15 - 20% of molybdenum consumption in the western world) for the last 10 years.
The present situation, which China has faced an excess in imports of molybdenum, has been caused by the following factors ; (1) In order to accord with the policy to preserve natural resources as adopted by the Central Government of China, this Government has enforced the regulations to restrict exports of molybdenum products, and (2) The international price of molybdenum oxide had fallen to a lower level than US$10 per lb. of Mo during November of 2008 to April of 2009 and the economic circumstances were not favorable for molybdenum production in China, having resulted in a loss.
Particularly, in view of the fact that molybdenum prices have turned to rise (the international price of molybdenum oxide has risen to a level of US$9.50 - 10.00 per lb. of Mo) as mentioned in the above (2), it is marked to see how do Chinese molybdenum producers react hereafter to this rise of molybdenum prices (to resume molybdenum production in China). When the international price of molybdenum oxide rises to a level of US$10 - 12 per lb. of Mo, a possibility to resume molybdenum production at idled mines in China is supposed to come up.
If China stops to increase their imports of molybdenum, molybdenum producers in the western world will see a necessity to reduce further their molybdenum production, because the case to reduce molybdenum production by 20% on quarterly base seems to be severe to keep a balance on supply and demand of molybdenum in the world.
last modified : Thu 28 May, 2009 [10:43]
http://www.texreport.co.jp/xenglish/eng-genryou/200905/20090…
May, 2009 >> 25 (Mon)
Total Output of Molybdenum By 7 Major Mining Companies In Q1 / 09 Decreased By 20%
= Increased Moly Imports By China Had Underpinned Decreased Moly Consumption In Western Countries
The total quantity of molybdenum in molybdenum concentrate produced by seven major molybdenum mining companies of the western world in January - March quarter of 2009 came to 55.90 million lbs., having decreased by approximately 20% compared with that (69.29 million lbs.) in the same quarter of 2008.
According to the contents in settlements of accounts for January - March quarter of 2009 released by these seven companies, the quantities (on Mo content base) of molybdenum in concentrate produced by them in the quarter were as per the table attached hereto. There is a strong view in the market (as Mr. Johm Graell Moore, President of Molymet, said so in Chile) that the total quantity of molybdenum in concentrate to be consumed in the western market for the calendar year (January - December) of 2009 is anticipated to decrease by 30% compared to that for the preceding year of 2008, but a scale of molybdenum production at these mining companies is still not prepared yet to cope with this decrease of molybdenum consumption in 2009.
However, by taking a chance on this fall of molybdenum prices, China has shifted their molybdenum purchases from domestic products to the cargoes to import from overseas countries at discounted prices and, consequently, China imported approximately 7.0 million lbs. (on Mo content base) of molybdenum (mainly molybdenum oxide) from overseas sources (mainly from North, Central and South American countries) in January - March quarter of 2009. A decline of molybdenum production in the western world has been partially diluted by an expansion of molybdenum demand in China and the international oversupply of molybdenum has been rapidly improved from the beginning of May.
According to an information from experts well-experienced in China, the total quantity of molybdenum imported by China in January - March quarter of 2009, including the cargoes as speculated, is supposed to have reached an overwhelmingly larger scale than that recorded in the customs-statistics.
As seen from the table attached hereto, the total quantity of molybdenum in concentrate reduced actually by seven major mining companies of the western world in January - March quarter of 2009 came to 13.4 million lbs. On the other hand, China actually imported 6.85 million lbs. on Mo content base of molybdenum products in the quarter. Therefore, the total quantity of molybdenum as effected to improve the world situation of molybdenum supply is estimated to have reached 20.25 million lbs. Nevertheless, on the assumption that molybdenum consumption in the western world for January - March quarter of 2009 would have decreased by 30% compared to that in the same quarter of 2008, the quantity of molybdenum decreased in consumption for the quarter is thought to be 20.78 million lbs. As far as the global molybdenum situation in January - March quarter of 2009 is concerned, the supply seems to have been balanced in the western world.
Molybdenum is recovered as by-product in copper production and, therefore, this molybdenum production is said to be difficult to cope quickly with a sudden decrease of molybdenum consumption More than 80% of molybdenum to be supplied to the world market is estimated to be produced as by-product in copper production and this fact has been seen from concrete cases in the past years. Accordingly, molybdenum is the metal to be easy to continue its depression for a long period.
When China still continues to import molybdenum, molybdenum will become the second quickest metal to improve the supply situation, following copper. However, the point, having differed from copper, is that China is originally the country to produce molybdenum and continued to exports molybdenum products on a scale of 60 - 70 million lbs. per annum (corresponded to 15 - 20% of molybdenum consumption in the western world) for the last 10 years.
The present situation, which China has faced an excess in imports of molybdenum, has been caused by the following factors ; (1) In order to accord with the policy to preserve natural resources as adopted by the Central Government of China, this Government has enforced the regulations to restrict exports of molybdenum products, and (2) The international price of molybdenum oxide had fallen to a lower level than US$10 per lb. of Mo during November of 2008 to April of 2009 and the economic circumstances were not favorable for molybdenum production in China, having resulted in a loss.
Particularly, in view of the fact that molybdenum prices have turned to rise (the international price of molybdenum oxide has risen to a level of US$9.50 - 10.00 per lb. of Mo) as mentioned in the above (2), it is marked to see how do Chinese molybdenum producers react hereafter to this rise of molybdenum prices (to resume molybdenum production in China). When the international price of molybdenum oxide rises to a level of US$10 - 12 per lb. of Mo, a possibility to resume molybdenum production at idled mines in China is supposed to come up.
If China stops to increase their imports of molybdenum, molybdenum producers in the western world will see a necessity to reduce further their molybdenum production, because the case to reduce molybdenum production by 20% on quarterly base seems to be severe to keep a balance on supply and demand of molybdenum in the world.
last modified : Thu 28 May, 2009 [10:43]
http://www.texreport.co.jp/xenglish/eng-genryou/200905/20090…
Molymet to build molybdenum processing unit in Inner Mongolia[/b
]
Saturday, 16 May 2009
It is reported that Molymet, a major producer of molybdenum in Chile, has planned to construct a plant for molybdenum processing at Hohhot City, the capital of Inner Mongolia Aut Region in China. Upon receipt of environmental permit from the authorities concerned in Inner Mongolia, Molymet is scheduled to construct this plant by investment of USD 80 million.
Mr John Graell Moore president of Molymet, announced on the end of April in Chile about this plan and Molymet is scheduled to refine molybdenum on consignment base and also to produce refined molybdenum products from by-product to be purchased from copper mining companies.
The record, which Inner Mongolia produced a large quantity of molybdenum, was so far not seen but Mongolia, the neighboring country to Inner Mongolia, is a promising country to produce molybdenum and has been exporting molybdenum for China. According to the customs-statistics released in China, this country imported 2,271 tons in material of molybdenum sulfide from Mongolia in 2008.
Also, Huludao district in Liaoning province of China is an influential zone for molybdenum production and Inner Mongolia has been located in the close distance to Mongolia and Liaoning province, where are the sources to secure raw material. Also, many leading steel companies of China have existed in three provinces of East North district and, accordingly, the location of Inner Mongolia has held an advantage to be close to the places to consume molybdenum.
http://steelguru.com/news/index/2009/05/16/OTQ2MDY%3D/Molyme…
]
Saturday, 16 May 2009
It is reported that Molymet, a major producer of molybdenum in Chile, has planned to construct a plant for molybdenum processing at Hohhot City, the capital of Inner Mongolia Aut Region in China. Upon receipt of environmental permit from the authorities concerned in Inner Mongolia, Molymet is scheduled to construct this plant by investment of USD 80 million.
Mr John Graell Moore president of Molymet, announced on the end of April in Chile about this plan and Molymet is scheduled to refine molybdenum on consignment base and also to produce refined molybdenum products from by-product to be purchased from copper mining companies.
The record, which Inner Mongolia produced a large quantity of molybdenum, was so far not seen but Mongolia, the neighboring country to Inner Mongolia, is a promising country to produce molybdenum and has been exporting molybdenum for China. According to the customs-statistics released in China, this country imported 2,271 tons in material of molybdenum sulfide from Mongolia in 2008.
Also, Huludao district in Liaoning province of China is an influential zone for molybdenum production and Inner Mongolia has been located in the close distance to Mongolia and Liaoning province, where are the sources to secure raw material. Also, many leading steel companies of China have existed in three provinces of East North district and, accordingly, the location of Inner Mongolia has held an advantage to be close to the places to consume molybdenum.
http://steelguru.com/news/index/2009/05/16/OTQ2MDY%3D/Molyme…
Overproduction sent prices tumbling, China Molybdenum says
SÃO PAULO (Metal-Pages) 23-Mar-2009
China Molybdenum Co says a failure by Chinese molybdenum producers to respond to the needs of the market, amid the global economic downturn helped send domestic prices crashing.
"Since September 2008, various domestic molybdenum manufacturers have not yet attained an indepth understanding of the current price adjustments in the molybdenum market and continued their production when sales were held back," the company said in a statement to the Hong Stock Exchange announcing its 2008 results.
...
www.metal-pages.com/news/story/38466/
SÃO PAULO (Metal-Pages) 23-Mar-2009
China Molybdenum Co says a failure by Chinese molybdenum producers to respond to the needs of the market, amid the global economic downturn helped send domestic prices crashing.
"Since September 2008, various domestic molybdenum manufacturers have not yet attained an indepth understanding of the current price adjustments in the molybdenum market and continued their production when sales were held back," the company said in a statement to the Hong Stock Exchange announcing its 2008 results.
...
www.metal-pages.com/news/story/38466/
Plunging consumption dampens LME moly contract launch: sources
Tokyo (Platts)--19Jan2009
Plunging molybdenum oxide consumption in Japan has dampened earlier
expectations for the London Metal Exchange molybdenum oxide contract launch
later this year, market sources said Monday.
While some Japanese traders have started asking molybdenum consumers to
add the LME trading platform to their purchase program, most have made
trimming their own metal stocks a priority, sources said.
Traders' strategies have been hit by sudden cutbacks in molybdenum
consumption by Japanese stainless and specialty steel makers.
Chrome-nickel-molybdenum stainless steel production slumped to 17,569 mt
in November, down 29.1% from October and down 29.4% year on year, latest data
showed. Chrome-molybdenum stainless plummeted 35.6% to 15,823 mt in November
from a month earlier, down 10.8% year on year.
The falls have forced many traders to review pro-active plans for
utilizing the new functions of the LME.
"Frankly, we are hoping that the launch be postponed, as the market is
not ready," one trader said.
Several traders told Platts their companies have no plans to apply for
LME membership -- Mitsubishi Corp. and Mitsui & Co. are the only two Japanese
companies trading in molybenum to hold memberships. Other trading houses need
to contact LME members if they want to take positions.
"My company becoming an LME member? Impossible," a second trader said,
adding he does not expect to see any spot demand for molybdenum for some time.
But the LME molybdenum contract launch will still impact on the daily
operations of traders and consumers, one buyer said.
"Instead of looking at publications for weekly molybdenum prices, we need
to be looking at daily LME prices, LME stocks and other data," he said.
"Our stance is wait-and-see for calendar 2009, but if any of our
customers think LME prices are in their favor, we need to think about how to
incorporate LME daily prices into our business," he added.
Japanese traders said specialty steel makers operating electric arc
furnaces are likely to be interested as well, while bigger integrated steel
makers that buy molybdenum oxide under annual contracts are likely to sit
back.
Japan imported 34,581 mt of moly oxide over January-November 2008, more
than 60% of it under annual supply contracts.
"When nickel prices went up to $50,000/mt a few years back, specialty
steel makers expressed keen interest in the risk management and hedging
benefits the LME offers," a third trader said.
"I expect them to review the benefits now," he added.
--Mayumi Watanabe, mayumi_watanabe@platts.com
http://www.platts.com/Metals/News/9807687.xml?src=Metalsrssh…
Tokyo (Platts)--19Jan2009
Plunging molybdenum oxide consumption in Japan has dampened earlier
expectations for the London Metal Exchange molybdenum oxide contract launch
later this year, market sources said Monday.
While some Japanese traders have started asking molybdenum consumers to
add the LME trading platform to their purchase program, most have made
trimming their own metal stocks a priority, sources said.
Traders' strategies have been hit by sudden cutbacks in molybdenum
consumption by Japanese stainless and specialty steel makers.
Chrome-nickel-molybdenum stainless steel production slumped to 17,569 mt
in November, down 29.1% from October and down 29.4% year on year, latest data
showed. Chrome-molybdenum stainless plummeted 35.6% to 15,823 mt in November
from a month earlier, down 10.8% year on year.
The falls have forced many traders to review pro-active plans for
utilizing the new functions of the LME.
"Frankly, we are hoping that the launch be postponed, as the market is
not ready," one trader said.
Several traders told Platts their companies have no plans to apply for
LME membership -- Mitsubishi Corp. and Mitsui & Co. are the only two Japanese
companies trading in molybenum to hold memberships. Other trading houses need
to contact LME members if they want to take positions.
"My company becoming an LME member? Impossible," a second trader said,
adding he does not expect to see any spot demand for molybdenum for some time.
But the LME molybdenum contract launch will still impact on the daily
operations of traders and consumers, one buyer said.
"Instead of looking at publications for weekly molybdenum prices, we need
to be looking at daily LME prices, LME stocks and other data," he said.
"Our stance is wait-and-see for calendar 2009, but if any of our
customers think LME prices are in their favor, we need to think about how to
incorporate LME daily prices into our business," he added.
Japanese traders said specialty steel makers operating electric arc
furnaces are likely to be interested as well, while bigger integrated steel
makers that buy molybdenum oxide under annual contracts are likely to sit
back.
Japan imported 34,581 mt of moly oxide over January-November 2008, more
than 60% of it under annual supply contracts.
"When nickel prices went up to $50,000/mt a few years back, specialty
steel makers expressed keen interest in the risk management and hedging
benefits the LME offers," a third trader said.
"I expect them to review the benefits now," he added.
--Mayumi Watanabe, mayumi_watanabe@platts.com
http://www.platts.com/Metals/News/9807687.xml?src=Metalsrssh…
TCM im Performance-Vergleich mit den nordamerikanischen Produzenten Mercator Minerals und Roca Mines, sowie China Molybdenum (hellbraun):
Trading Spotlight
Antwort auf Beitrag Nr.: 36.304.300 von Stamperl am 05.01.09 12:07:09Hier eine Moly-Seite:
http://www.sprottmoly.com/reports.html
http://www.sprottmoly.com/reports.html
Antwort auf Beitrag Nr.: 36.303.790 von peterbond am 05.01.09 10:58:39Hallo peterbond,
hab die Empfehlung in der 3sat-Börse leider nicht mitbekommen,
aber was gefunden:
China Molybdenum Co Ltd
China Moly ist Klinzings Favorit im Markt für Molybdän. Das Unternehmen beschäftigt über 5000 Mitarbeiter und hebt sich dadurch von den Projektgesellschaften ab. Die Rendite ist mit 36% im Spitzenbereich der Minengesellschaften. Dafür ist die Aktie – trotz des Kurssturzes - nicht besonders billig. Im ersten Halbjahr stieg der Umsatz um acht Prozent, der Gewinn um 39 % zum Vergleichszeitraum des Vorjahres. Seit Jahren steigen Umsatz und Gewinn. Doch Vorsicht: Vor einem Monat brach der Preis für Molybdän von gut 30 Dollar pro Pfund auf unter 15 ein. Das wird auch die Gewinne von China Moly dahinschmelzen lassen.
ISIN CNE100000114
Stop-Buy: 3,30 HK$
Stop-Loss: 2,10 HK$
Aktie (Hongkong)
Chart (Hongkong)
Börsenplätze
Mittel- und längerfristig sieht Klinzing jedoch einen positiven Ausblick beim Preis. Es kommt zu Verspätungen bei der Erschließung neuer Minen. Die Stahlkocher haben für das härtende Metall auch keine Substitute zur Hand. Molybdän wirkt antikorrosiv und wird daher Stahl beigemischt, damit Öl-Pipelines, Tanks etc. nicht durchrosten.
China Molybdenum plant Wachstum über Übernahmen. Diese sind derzeit zu günstigen Kursen möglich.
28. November 2008 / 3satbörse onlineCMey
Quelle: Frankfurter Börsenbrief
Danke
Sehe mittelfristig sehr gute Chancen - jede Krise hat mal ein Ende
hab die Empfehlung in der 3sat-Börse leider nicht mitbekommen,
aber was gefunden:
China Molybdenum Co Ltd
China Moly ist Klinzings Favorit im Markt für Molybdän. Das Unternehmen beschäftigt über 5000 Mitarbeiter und hebt sich dadurch von den Projektgesellschaften ab. Die Rendite ist mit 36% im Spitzenbereich der Minengesellschaften. Dafür ist die Aktie – trotz des Kurssturzes - nicht besonders billig. Im ersten Halbjahr stieg der Umsatz um acht Prozent, der Gewinn um 39 % zum Vergleichszeitraum des Vorjahres. Seit Jahren steigen Umsatz und Gewinn. Doch Vorsicht: Vor einem Monat brach der Preis für Molybdän von gut 30 Dollar pro Pfund auf unter 15 ein. Das wird auch die Gewinne von China Moly dahinschmelzen lassen.
ISIN CNE100000114
Stop-Buy: 3,30 HK$
Stop-Loss: 2,10 HK$
Aktie (Hongkong)
Chart (Hongkong)
Börsenplätze
Mittel- und längerfristig sieht Klinzing jedoch einen positiven Ausblick beim Preis. Es kommt zu Verspätungen bei der Erschließung neuer Minen. Die Stahlkocher haben für das härtende Metall auch keine Substitute zur Hand. Molybdän wirkt antikorrosiv und wird daher Stahl beigemischt, damit Öl-Pipelines, Tanks etc. nicht durchrosten.
China Molybdenum plant Wachstum über Übernahmen. Diese sind derzeit zu günstigen Kursen möglich.
28. November 2008 / 3satbörse onlineCMey
Quelle: Frankfurter Börsenbrief
Danke
Sehe mittelfristig sehr gute Chancen - jede Krise hat mal ein Ende
Antwort auf Beitrag Nr.: 36.303.711 von Stamperl am 05.01.09 10:50:05hallo stamperl,
habe auch schon eine gewisse zeit verschiedene moly-aktien.
das letzte jahr war ja nicht so doll, habe aber immer stark verbilligt und hoffe jetzt auf die nächsten 3 jahre.
für china moly gab es ja neulich sogar eine empfehlung in der 3sat börse.
im einzelnen habe ich
china molybdenum
moly mines
golden phoenix minerals
habe auch schon eine gewisse zeit verschiedene moly-aktien.
das letzte jahr war ja nicht so doll, habe aber immer stark verbilligt und hoffe jetzt auf die nächsten 3 jahre.
für china moly gab es ja neulich sogar eine empfehlung in der 3sat börse.
im einzelnen habe ich
china molybdenum
moly mines
golden phoenix minerals
Molybdän - Aussichten für 2009
22.10.2008 | 9:30 Uhr | Rainer Hahn (EMFIS)
RTE Stuttgart - (www.rohstoffe-go.de) - Nach Ansichten mehrerer Analysten dürfte sich Molybdän in 2009 besser behaupten als andere Industriemetalle. Molybdän wird hauptsächlich zur Erzeugung von hochfesten Metalllegierungen verbraucht und findet auch in der Ölverarbeitung als Katalysator zur Schwefelentfernung Verwendung. Auch in elektronischen Bauteilen ist Molybdän zu finden.
Das Angebot bleibe knapp und die Nachfrage steige weiter trotz der internationalen Finanzkrise, heißt es. Der Stahl- und Ölbedarf dürfte zwar bei einer Abschwächung der Wirtschaft zurückgehen, andererseits werde die Nachfrage weiter das Angebot übersteigen. Die jährlich produzierten 400 Millionen lbs des Metalls werden größtenteils verbraucht. Es wird mit einer Steigerung des Bedarfs um 5 bis 7 Prozent gerechnet. Bedingt durch die gegenwärtigen Turbulenzen könnte allerdings der Zuwachs eher am Ende der genannten Spanne bleiben oder sogar auf 4 Prozent sinken, stellt der Bergbauspezialist Stefan Ioannou von Haywood Securities fest. Auf jeden Fall wird es eine positive Entwicklung geben, meint er.
Ein weiteres Indiz dafür, dass die Finanzkrise das Angebotswachstum im gesamten Metallbereich einschließlich Molybdän begrenzen könnte, wird von Bart Melek von BMO Capital Markets in der für die Produzenten schwierigeren Beschaffung von Betriebskapital gesehen, um geplante Vorhaben zu finanzieren. Die Hauptmenge des Molybdäns wird als Nebenprodukt bei der Kupferherstellung gewonnen. Im Kupferbergbau muss inzwischen aus tieferen Erzschichten mit entsprechend größerem technischem und finanziellem Aufwand gefördert werden, so dass die Angebotsaussichten gedämpft werden. Der Preis für Molybdän bewege sich immer noch deutlich über der Rentabilitässchwelle der Minen.
Zusätzlich könnte Molybdän unter Preisdruck geraten, wenn die Nachfrage aus China zurückgeht und die Handelshäuser und Verarbeiter ihre Lagervorräte aufbrauchen, um in der Finanzkrise ihre Barmittel zu schonen. Catherine Virga von CPM Group verweist allerdings darauf, dass die Lagerbestände zur Zeit niedrig sind und deshalb die Nachfrage weiter das Angebot übersteigen werde. Molybdän werde sich im Vergleich zu anderen Industriemetallen stärker im Preis behaupten. Phil Newman von CRY Strategies sieht Molybdän sogar als "potenziellen Star".
http://www.rohstoff-welt.de/news/artikel.php?sid=9889
22.10.2008 | 9:30 Uhr | Rainer Hahn (EMFIS)
RTE Stuttgart - (www.rohstoffe-go.de) - Nach Ansichten mehrerer Analysten dürfte sich Molybdän in 2009 besser behaupten als andere Industriemetalle. Molybdän wird hauptsächlich zur Erzeugung von hochfesten Metalllegierungen verbraucht und findet auch in der Ölverarbeitung als Katalysator zur Schwefelentfernung Verwendung. Auch in elektronischen Bauteilen ist Molybdän zu finden.
Das Angebot bleibe knapp und die Nachfrage steige weiter trotz der internationalen Finanzkrise, heißt es. Der Stahl- und Ölbedarf dürfte zwar bei einer Abschwächung der Wirtschaft zurückgehen, andererseits werde die Nachfrage weiter das Angebot übersteigen. Die jährlich produzierten 400 Millionen lbs des Metalls werden größtenteils verbraucht. Es wird mit einer Steigerung des Bedarfs um 5 bis 7 Prozent gerechnet. Bedingt durch die gegenwärtigen Turbulenzen könnte allerdings der Zuwachs eher am Ende der genannten Spanne bleiben oder sogar auf 4 Prozent sinken, stellt der Bergbauspezialist Stefan Ioannou von Haywood Securities fest. Auf jeden Fall wird es eine positive Entwicklung geben, meint er.
Ein weiteres Indiz dafür, dass die Finanzkrise das Angebotswachstum im gesamten Metallbereich einschließlich Molybdän begrenzen könnte, wird von Bart Melek von BMO Capital Markets in der für die Produzenten schwierigeren Beschaffung von Betriebskapital gesehen, um geplante Vorhaben zu finanzieren. Die Hauptmenge des Molybdäns wird als Nebenprodukt bei der Kupferherstellung gewonnen. Im Kupferbergbau muss inzwischen aus tieferen Erzschichten mit entsprechend größerem technischem und finanziellem Aufwand gefördert werden, so dass die Angebotsaussichten gedämpft werden. Der Preis für Molybdän bewege sich immer noch deutlich über der Rentabilitässchwelle der Minen.
Zusätzlich könnte Molybdän unter Preisdruck geraten, wenn die Nachfrage aus China zurückgeht und die Handelshäuser und Verarbeiter ihre Lagervorräte aufbrauchen, um in der Finanzkrise ihre Barmittel zu schonen. Catherine Virga von CPM Group verweist allerdings darauf, dass die Lagerbestände zur Zeit niedrig sind und deshalb die Nachfrage weiter das Angebot übersteigen werde. Molybdän werde sich im Vergleich zu anderen Industriemetallen stärker im Preis behaupten. Phil Newman von CRY Strategies sieht Molybdän sogar als "potenziellen Star".
http://www.rohstoff-welt.de/news/artikel.php?sid=9889
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