Rio Tinto - ein wenig beachteter Rohstoffriese (Seite 13)

[glorianer]

Antwort auf Beitrag Nr.: 74.319.073 von Geldhoernchen am 15.08.23 11:24:26

Zitat von Geldhoernchen: warum der Absturz ? Das ist doch schon viel höher als der DIvidendenabschlag.

scheibchenweise aufstocken!!!!

[Geldhoernchen]

warum der Absturz ? Das ist doch schon viel höher als der DIvidendenabschlag.

[Oginvest]

Miners face 'considerable challenges' meeting demand from US climate law -study

Aug 15 (Reuters) - The mining industry faces "considerable challenges" meeting larger-than-expected demand for copper, nickel and other electric vehicle metals fueled by a U.S. climate law, S&P Global said in a report on Tuesday, ahead of the legislation's one-year anniversary.

The landmark U.S. Inflation Reduction Act offers tax breaks for EVs, solar panels and other renewable energy products made from metals extracted in the United States or countries with U.S. free trade deals. Metals from "foreign entities of concern" including China, Russia, North Korea and Iran will be banned in 2025. That has sparked a race among manufacturers to lock down supply.

Demand forecasts for various EV metals have increased 12% to 15% since U.S. President Joe Biden signed the IRA last August, the reportsaid.

"The energy transition is really heating up the pressures on mineral supplies, and the IRA is adding a lot to those challenges," Dan Yergin, S&P Global's vice chairman and a co-author of the report, said in an interview.

By 2035, demand for lithium, nickel and cobalt is expected to be 23 times higher than in 2021, with copper demand doubling over the same period, the study found. All of the metals are widely used in EVs and other electronics.

The report found that companies have launched at least $400 billion worth of new projects because of IRA-linked incentives, fueling billions of dollars of new minerals demand.

"The IRA is working as intended, as a magnet for investment," said Yergin, the energy historian and host of the annual CERAWeek energy conference.

However, mine permitting issues are hampering the IRA's aims, the report found. Only lithium is expected to be available to U.S. industries in significant quantities due to rising Australian and Chilean supplies, it noted.

Nickel and cobalt supplies are unlikely to satisfy demand, the report found.

...
https://www.reuters.com/markets/commodities/miners-face-cons…

[Oginvest]

GreenTech 2.0: Ohne Strategische Metalle geht gar nichts!

....

Der Bergbauriese Rio Tinto (LSX: RIO1 WKN: 852147 ISIN: GB0007188757) sieht für die chinesischen Märkte bereits heute eine Stagnation in der Stahlproduktion, man erwartet sogar mittelfristig sinkende Eisenerzpreise. „Ich glaube, dass China bei der Stahlproduktion einen Sättigungspunkt erreicht hat“, sagte Jakob Stausholm, Vorstandsvorsitzender von Rio. Bei Rio Tinto zieht man deshalb den Ausbau der Produktion von „zukunftsträchtigen“ Mineralien wie Kupfer und Nickel in Betracht. Zu diesem Zweck möchte Rio Tinto sich mit dem weltweit größten Kupferproduzenten Codelco arrangieren, um in der abgelegenen chilenischen Atacama-Region ein wichtiges neues Grundstück zu erschließen. Die Investitionen werden in die Schürfstelle Agua de la Falda fließen und betragen ca. 46 Mio. USD. „Kupfer ist von entscheidender Bedeutung für die globale Energiewende, die im Mittelpunkt der Strategie von Rio Tinto steht. Chile ist eine der wichtigsten Quellen für die weltweite Versorgung, da die Nachfrage nach Kupfer für erneuerbare Energien und Elektrifizierung steigt“, sagte CEO Stausholm. Mit einem Gesamtumsatz von 55,6 Mrd. USD verdiente der Konzern im Jahr 2022 ganze 12,4 Mrd. USD. Den höchsten Kurs erreichte das britisch-australische Unternehmen mit 73,75 EUR im Januar 2023. Damals waren die Konjunkturforscher noch der Ansicht, dass die westlichen Industrienationen schlechtestenfalls eine weiche Landung in ihrem Wachstum erfahren würden. Der Einbruch im Immobilien-Sektor hatte aber gerade bei großen Eisenproduzenten wie Rio Tinto seither zu stärkeren Kurskorrekturen geführt.

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https://www.wallstreet-online.de/nachricht/17238010-nebenwer…

[Oginvest]

Rio Tinto inks infrastructure deal for Simandou iron ore project

Aug 11 (Reuters) - Rio Tinto , on Friday, concluded key agreements with the government of Guinea and Winning Consortium Simandou (WCS) on the trans-Guinean infrastructure for the Simandou, one of the world’s largest deposits of iron ore.

The miner said Simfer -- a joint venture between Rio Tinto, Chalco Iron Ore Holdings and the government of Guinea -- will share infrastructure capacity and associated costs with WCS.

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https://www.reuters.com/article/rio-tinto-plc-iron-ore-guine…

[Oginvest]

Rio Tinto to build Canada’s largest solar plant to power Diavik mine

Rio Tinto (ASX: RIO) will build Canada’s largest solar power plant to supply electricity to its Diavik Diamond Mine in Northwest Territories, the miner said on Thursday.

The plant with over 6,600 solar panels will generate approximately 4,200 megawatt-hours of carbon-free electricity annually for the mine. It is expected to provide up to 25% of Diavik’s electricity during closure work that will run until 2029, with commercial production from the operation expected to end in early 2026.

The facility will be equipped with bi-facial panels which will not only generate energy from direct sunlight, but also from the light that reflects off the snow that covers Diavik for most of the year.

According to the company, the solar plant will cut diesel consumption at the site by approximately one million liters per year and reduce emissions by 2,900 tonnes of CO2 equivalent, which is comparable to eliminating the emissions of 630 cars.

The project is supported by C$3.3 million ($2.6m) in funding from the Government of the Northwest Territories’ Large Emitters GHG Reducing Investment Grant program, and C$600,000 ($447,000) from the Government of Canada’s Clean Electricity Investment Tax Credit.

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https://www.mining.com/rio-tinto-to-build-canadas-largest-so…

[Oginvest]

Sweden’s H2 Green Steel lines up Vale, Rio Tinto for iron ore supply

Swedish metal and hydrogen company H2 Green Steel (H2GS) said on Wednesday it has signed multi-year deals with Rio Tinto and Vale for the supply of iron ore pellets from Canada and Brazil.

H2GS, which plans to build a low-carbon steel plant in Boden in northern Sweden and to start production in 2025, said the contracts with the two miners will help the company convince investors and lenders to commit to financing of its project.

The Swedish company will use a production process known as direct reduced iron (DRI) to cut CO2 emissions by up to 1,900 kilograms per tonne of finished steel compared to traditional blast furnaces, according to an H2GS spokesperson.

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https://www.mining.com/web/swedens-h2-green-steel-lines-up-v…

[vonHS]

Dafür weiß Goldman Sachs schon bereits vor der Zahlung der aktuellen Zwischen-Dividende, wie hoch die Schluss-Dividende im März 2024 sein dürfte:

https://www.fool.com.au/2023/08/08/hope-to-pocket-the-latest…

[sneakee]

Na ja er versucht halt zu beruhigen. wäre ja schlimm wenn er etwas anders sagen würde

[vonHS]

Chinas Wirtschaft schwächelt. Das hat Auswirkungen auf die Importe australischen Eisenerzes. Der Rio-Tinto-Chef sei deswegen aber nicht beunruhigt, wie man aus dem Artikel bei THE MOTLEY FOOL herauslesen kann:

https://www.fool.com.au/2023/08/07/rio-tinto-boss-cautiously…