Rio Tinto - ein wenig beachteter Rohstoffriese (Seite 10)

[Oginvest]

Antwort auf Beitrag Nr.: 74.399.144 von Miraflor am 29.08.23 17:57:59

In Bezug auf Kupferproduktion in Peru:

Peru copper production rises 17.7% y/y in July

Copper production in Peru rose 17.7% year-over-year in July, the Andean country’s ministry of energy and mines said on Thursday, climbing to an output of 229,728 metric tons of the red metal in the month.

The rise is thanks to the “optimal performance” of miner Marcobre, controlled by Peru’s Minsur and Chile’s Copec; as well as the Cerro Verde mine, which is operated by Freeport-McMoRan, the ministry said in a statement.

From January to July, copper production rose 19.8% compared to the year-earlier period, the ministry added.

Peru is the world’s second-largest copper producer, though output saw a hit at the beginning of the year as anti-government protests roiled the nation.

The Peruvian government, which expects copper production this year to reach 2.8 million metric tons, has redoubled efforts to boost mining after a May report found the Democratic Republic of Congo could overtake Peru in the next few years.

...
https://www.mining.com/web/peru-copper-production-rises-17-7…

[Oginvest]

Decarbonisation in mining still a long way off

LONDON (Reuters) - A lack of consistent data to measure emissions down the supply chain of mining companies and through to customers makes it difficult to monitor and meet targets for decarbonising the sector, industry executives and investors said on Thursday.

The mining industry is a key focus for policymakers and investors because it provides the critical raw materials needed for electric vehicles and renewable energy infrastructure, but is also responsible for 4% to 7% of greenhouse-gas (GHG) global emissions.

Virginia Dundas, acting chief sustainability officer at Orsted (CSE:ORSTED), the world's largest offshore wind farm developer, said she sees different levels of transparency from suppliers of the metals her company needs to build things like turbines.

....
The International Council on Mining and Metals , whose members include around 25 mining companies, on Thursday published guidance for all mining companies on how to account and report their Scope 3 - or indirect - emissions "to try and answer the problem of patchy data to make companies report consistently," its CEO Rohitesh Dhawan said at the conference.

Scope 1 refers to a company's direct emissions, Scope 2 to indirect emissions from purchased energy while Scope 3 refers to all other indirect emissions, for example from a company's third-party suppliers.

Mining companies have set targets to decarbonise and mostly aim to reach net zero by 2040 and 2050, but some are struggling to keep up. The world's second largest miner Rio Tinto (NYSE:RIO) said in July that it would miss its 2025 target unless it resorted to buying carbon offsets - credits to reduce emissions through projects such as tree planting.

"You can publish your data on Scope 3, but where investors have clear expectations is to see the companies' targets aligned to net zero across Scope 1, 2 and 3...setting the targets short, medium and long term is absolutely critical to know that the company is walking down that path," said Adam Matthews, chief responsible investment officer for the Church of England Pensions Board, which invests in mining companies.

....
https://www.investing.com/news/commodities-news/decarbonisat…

[Oginvest]

Sweden's H2 Green Steel raises $1.6 bln for Boden plant

OSLO, Sept 7 (Reuters) - H2 Green Steel has raised equity funding of about 1.5 billion euros ($1.6 billion) to build the world's first large-scale green steel plant, the Swedish steel company said on Thursday, in line with plans presented in April.

The plant in the northern town of Boden will use hydrogen produced from renewable electricity - rather than coal - to deliver steel in a process emitting as much as 95% less CO2 than steel produced with traditional blast furnace technology, the company says.
...

Henriksson said that traditional steel production emits about 2 tonnes of CO2 per ton of steel compared with H2 Green Steel's predicted 200 kilograms of CO2 per ton.

Last month H2 Green Steel announced that it had signed multi-year deals with miners Rio Tinto (RIO.AX) and Vale (VALE3.SA) for the supply of iron ore pellets from Canada and Brazil.
...

https://www.reuters.com/business/finance/swedens-h2-green-st…

[Oginvest]

Antwort auf Beitrag Nr.: 74.432.805 von Oginvest am 05.09.23 12:20:31

Rio Tinto appoints new Aluminium Chief Executive

LONDON--(BUSINESS WIRE)--Rio Tinto has appointed Jérôme Pécresse to lead its Aluminium business, succeeding Ivan Vella. Jérôme, who was until recently President and CEO of General Electric (GE) Renewable Energy, will join Rio Tinto on 23 October 2023.

Jérôme is a French citizen with over 30 years of business experience, including senior leadership roles in global companies in the mining and energy fields. He joined GE in 2015, when GE completed its acquisition of Alstom’s energy activities, as President and CEO of GE Renewable Energy. With 40,000 employees around the world, GE Renewable Energy had the broadest portfolio of equipment, projects and services in the industry, across hydropower, solar and storage, onshore and offshore wind, as well as for the electricity grid. At Alstom, Jérôme also led the company’s Renewable Energy business.

...
https://www.businesswire.com/news/home/20230904268281/en/Rio…

[Oginvest]

Rio Tinto names Jerome Pecresse as new aluminium CEO, eyes low-carbon future

Sept 5 (Reuters) - Rio Tinto Ltd said on Tuesday it had appointed Jerome Pecresse as the new chief executive for its aluminium segment, as the mining giant aims to reduce its carbon emissions and achieve sustainable and low-carbon ways of producing aluminium.

...
https://www.tradingview.com/news/reuters.com,2023:newsml_L4N…

[Oginvest]

Antwort auf Beitrag Nr.: 74.428.557 von Oginvest am 04.09.23 14:32:42

Dazu dies noch, auch wenn es etwas ältere Beiträge sind:

Update from Rio Tinto/IOC regarding Plasma Torches/Burners
https://www.reddit.com/r/Pyrogenesis/comments/12u62i4/update…

Labrador Iron Ore / IOC / Rio Tinto explained....note the reference to 4 Plasma torches...which we know are PYROs
https://www.reddit.com/r/Pyrogenesis/comments/wbf5xm/labrado…

Client A being VALE and Client B being RIO TINTO is of the highest probability
https://www.reddit.com/r/Pyrogenesis/comments/rqss1y/client_…

Client B - Rio Tinto/IOC
https://www.reddit.com/r/Pyrogenesis/comments/117gygh/client…

[Oginvest]

Vielleicht auch hier lesenswert, aus dem PyroGenesis Thread:

Zitat von ThePoint: ..... Rio wird am 26. Sept. auf einem Symposium über ihre Erfahrungen mit Plasma burnern berichten.
Sie bezeichnen die Torches als Burner, auch auf YouTube, also nicht durcheinander bringen lassen.
PYR wird auf diesem Symposium einen eigenen Stand haben.
Die grosse Frage: Warum sollte Rio über Plasma burner/torches sprechen, wenn diese nicht erfolgreich sind?
Deshalb gehe ich davon aus, dass es vor dem 26. Sept zu einem Vertrag zw PYR u Rio kommen wird.
Nicht vergessen, dass PYR (ich habe mich nochmals erkundigt) das weltweite Patent auf die Brenner hat.

[Miraflor]

Antwort auf Beitrag Nr.: 74.407.070 von vonHS am 30.08.23 21:53:54

........trotz Dividendenkürzung in diesem Jahr immer noch eine Gesamtdividende von ca. 6,3% (bei dem aktuellen Kurs) 🤑

[vonHS]

Die Eisenerzpreise zeigen sich robust, ob sie dann noch Potential zum Steigen haben?

An der Terminbörse in Schanghai verteuerten sich trotz den Problemen in China die Preise seit Mitte August um fast 14 Prozent auf 112,40 US-Dollar je Tonne. Zunehmendes Angebot (spürbar über Vorjahr) kommt aber auch aus Brasilien. Dort profitiert aber nicht Rio Tinto, sondern Vale…

[vonHS]

Bei THE MOTLEY FOOL freut man sich im September auf die Dividende (der Ex-Tag war schon!) und hofft auf Verbesserungen der Erz- und Kupferpreises:

https://www.fool.com.au/2023/08/30/looking-to-buy-rio-tinto-…