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    Kupfer - Indikator für die Weltwirtschaft - 500 Beiträge pro Seite

    eröffnet am 24.10.11 10:48:32 von
    neuester Beitrag 23.08.16 10:57:46 von
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     Ja Nein
      Avatar
      schrieb am 24.10.11 10:48:32
      Beitrag Nr. 1 ()
      http://www.wirtschaftsfacts.de/?p=13681

      Sollte dies so eintreffen, steht der Welt kurzfristig vorerst kein Wachstum mehr bevor.
      Avatar
      schrieb am 24.10.11 23:40:00
      Beitrag Nr. 2 ()
      Kupfer bleibt vorerst knapp und teuer und bietet aussergewöhnliche Renditechancen:

      http://online.barrons.com/article/SB500014240527487047667045…
      Avatar
      schrieb am 25.10.11 00:05:01
      Beitrag Nr. 3 ()
      Copper gains on EU debt deal hopes, China data

      Mon Oct 24, 2011 8:04am GMT
      http://af.reuters.com/article/metalsNews/idAFL3E7LO0CM201110…
      Avatar
      schrieb am 25.10.11 13:14:59
      Beitrag Nr. 4 ()
      Copper market seen in deficit till 2012
      G. Chandrashekhar Mumbai, October 6, 2011
      http://www.thehindubusinessline.com/todays-paper/tp-agri-biz…


      Copper fundamental outlook: 2012 deficit may hit 200,000 tonnes
      Last Updated : 04 October 2011 at 13:05 IST
      http://www.commodityonline.com/news/Copper-fundamental-outlo…


      Copper demand should outstrip supply: Xstrata
      Sept. 19, 2011, 11:57 a.m. EDT
      http://www.marketwatch.com/story/copper-demand-should-outstr…
      Avatar
      schrieb am 26.10.11 00:59:59
      Beitrag Nr. 5 ()
      Indian import dependency in copper to rise to 90% by 2017

      miningweekly.com, 25th October 2011
      http://www.miningweekly.com/article/indian-import-dependency…

      Trading Spotlight

      Anzeige
      Rallye II. – Neuer Anstoß, News und was die Börsencommunity jetzt nicht verpassen will…mehr zur Aktie »
      Avatar
      schrieb am 26.10.11 16:35:00
      Beitrag Nr. 6 ()
      Copper Rises on Speculation of More Demand in China: LME Preview

      October 26, 2011, 2:43 AM EDT
      http://www.businessweek.com/news/2011-10-26/copper-rises-on-…

      Avatar
      schrieb am 26.10.11 19:57:54
      Beitrag Nr. 7 ()
      Are Silver & Copper Predicting Global Recession?

      Published 10/3/2011 

      http://www.resourceinvestor.com/News/2011/10/Pages/Are-Silve…

      und einige Charts auf der Orginalseite

      The chart above is additional proof that a massive selloff in copper does not necessarily have a major impact on the returns for the S&P 500. However, I would remind readers that volatility in commodities generally precedes volatility in equities.
      (..)
      Avatar
      schrieb am 27.10.11 08:33:12
      Beitrag Nr. 8 ()
      ich finde s ganz witzig. habe mich vor paar Wochen etwas mehr mit dem Kupfermarkt beschäftigt. Damals lauteten die Meldungen Kupfer wird billiger. Seit dem kann man beobachten das Zeug wird immer teurer. Im Prinzip hat sich ein Mittel bis langfristiges Szenario aufgebaut wie beim Uran. Die Nachfrage steigt immens und das Angebot wird nicht schnell genug groß genug.
      1 Antwort
      Avatar
      schrieb am 27.10.11 08:56:39
      Beitrag Nr. 9 ()
      (shareribs.com) London 26.10.11 - Die Preise für Industriemetalle setzen heute ihre Erholung weiter fort. Kupfer wird dabei getrieben von Befürchtungen, dass der Nachschub des roten Metalls durch die Probleme an der indonesischen Grasberg-Mine gefährdet wird.

      http://www.shareribs.com/rohstoffe/metalle-und-minen/news/ar…
      1 Antwort
      Avatar
      schrieb am 27.10.11 13:15:02
      Beitrag Nr. 10 ()
      Antwort auf Beitrag Nr.: 42.263.958 von webstar1 am 27.10.11 08:56:39A trap starts to open for copper bears

      London, 27 October 2011: Reuters
      http://www.commodities-now.com/commodities-now-news/metals-…
      Avatar
      schrieb am 27.10.11 14:40:02
      Beitrag Nr. 11 ()
      Antwort auf Beitrag Nr.: 42.263.804 von webstar1 am 27.10.11 08:33:12"Die Nachfrage steigt immens und das Angebot wird nicht schnell genug groß genug."

      Genau das ist der Kern der Sache!
      In der letzten Krise 2008/2009 sind diverse Minenprojekte aus finanziellen Gründen auf Eis gelegt worden, die nun nicht mehr zeitnah in Produktion gebracht werden können. Steiks wie der in der Grasberg-Mine verschärfen den Engpass zusätzlich.
      Daher kann die nur langsam ansteigende Kupferproduktion nicht mit der rasant zunehmenden Nachfrage mithalten. Die aktuelle Krise führte zwar zu einem zwischenzeitlichen Preiseinbruch, die global-wirtschaftlichen Gesamtverhältnisse haben sich jedoch kaum verändert.
      Es ist frühestens 2013 mit einer schrittweisen Entspannung dieser Lage zu rechnen, wenn die ersten neuen Minenprojekte "ans Laufen" kommen.


      http://miningcompaniesnews.com/search/copper-price-projects-…

      http://www.mining-journal.com/finance/financing-problems-del…

      http://www.bloomberg.com/news/2011-02-13/rio-tinto-s-albanes…
      Avatar
      schrieb am 27.10.11 14:50:01
      Beitrag Nr. 12 ()
      Der Kupferpreis ist aktuell wieder so hoch, wie er durchschnittlich im Jahr 2007 war, also vor der grossen Krise...

      Avatar
      schrieb am 28.10.11 00:50:02
      Beitrag Nr. 13 ()
      Copper up 4 pct on EU debt deal, China growth hopes
      Thu Oct 27, 2011 10:48am GMT
      http://af.reuters.com/article/idAFL5E7LR36N20111027


      Copper soars through $8,000/T on EU debt deal
      Thu Oct 27, 2011 2:40pm EDT
      http://www.reuters.com/article/2011/10/27/markets-metals-idU…
      Avatar
      schrieb am 30.10.11 00:45:00
      Beitrag Nr. 14 ()
      Copper ends best weekly rally in decades on muted note

      Fri Oct 28, 2011 3:18pm EDT
      http://www.reuters.com/article/2011/10/28/markets-metals-idU…
      Avatar
      schrieb am 30.10.11 00:52:49
      Beitrag Nr. 15 ()
      Ein interessanter Artikel für die Spezialisten in diesem Thread, die mich vor einigen Wochen wegen meiner Einschätzung zum Kupferpreis ausgelacht haben:

      Copper ends best weekly rally in decades on muted note :D

      Fri Oct 28, 2011 3:18pm EDT
      http://www.reuters.com/article/2011/10/28/markets-metals-idU…
      2 Antworten
      Avatar
      schrieb am 30.10.11 00:55:54
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 42.276.480 von Videomart am 30.10.11 00:52:49Sorry, dieser Beitrag war für einen anderen Thread gedacht...;)
      1 Antwort
      Avatar
      schrieb am 01.11.11 11:11:19
      Beitrag Nr. 17 ()
      Antwort auf Beitrag Nr.: 42.276.484 von Videomart am 30.10.11 00:55:54:laugh::laugh::laugh:
      Avatar
      schrieb am 02.11.11 12:15:00
      Beitrag Nr. 18 ()
      DJ: China 2012 Copper Demand Up 6.4% To 7.85 Mln Tons

      -Beijing Antaike, Nov 01, 2011 (Dow Jones Commodities News via Comtex)
      http://www.menafn.com/qn_news_story.asp?storyid=%7B0ef7e362-…
      Avatar
      schrieb am 02.11.11 12:25:00
      Beitrag Nr. 19 ()
      China Copper Demand Growth to Slow Further, Antaike Says

      Bloomberg, November 02, 2011, 7:09 AM EDT

      Nov. 2 (Bloomberg) -- Copper consumption growth in China, the largest user, will slow further next year as the economy cools, according to Beijing Antaike Information Development Co.

      Refined copper consumption may rise 6.4 percent to 7.85 million metric tons in 2012, said Yang Changhua, an analyst in Antaike who has been studying the market for more than a decade. This compares with 8.5 percent growth this year to 7.38 million tons, and 11.5 percent to 6.8 million tons in 2010, Antaike’s data show.

      Slowing growth in China may further damp prices, which have fallen 22 percent from a February record on concern the European debt crisis will derail a global recovery. Economic expansion in China will drop to 8.6 percent in 2012 from 9.3 percent this year, according to provisional projections from the OECD in Paris. The country will account for 37 percent of copper demand this year, according to London-based Barclays Capital.

      “I’m pessimistic about the demand outlook,” said Liang Lijuan, an analyst at COFCO Futures Co. “Even home appliance and power sectors, which are considered as pillars of consumption growth, don’t have much faith.”

      Tight credit and slower exports are expected to curb demand further, according to slides prepared for presentation by Yang at Antaike’s annual copper conference. Less new-home starts, sluggish auto sales, and shrinking investments in railroads dragged down the consumption increase this year and may continue damp the demand next year, Yang said.

      Price Rally

      Three-month copper on the London Metal Exchange jumped 14 percent last week, the most since at least 1986, after European governments agreed to expand the region’s bailout fund. It reached a record $10,190 on Feb. 15 and gained 2 percent to $7,881.25 a ton by 2:19 p.m. Shanghai time.

      Refined copper production in China fell in September from a record the previous month as smelters reduced capacity and the world’s second-largest economy expanded at a slower rate. Lower copper output may help ease a supply glut after imports climbed to a 16-month high as analysts expect a slowdown in real demand growth for metals.

      A Chinese manufacturing index dropped to the lowest level since February 2009, bolstering the case for fiscal or monetary loosening to support the expansion of the economy. The Purchasing Managers’ Index fell to 50.4 in October from 51.2 in September, the China Federation of Logistics and Purchasing said yesterday. A reading above 50 indicates expansion.

      China Growth

      Premier Wen Jiabao said last week that economic policies will be “fine-tuned” as needed. That fueled speculation the government may ease reserve requirements for smaller banks and add fiscal stimulus, putting growth ahead of inflation risks.

      Global copper output this year through August exceeded demand by 312,500 tons, up from 128,000 tons for 2010, according to the World Bureau of Metal Statistics, based in Ware, England.

      Still, the longer-term outlook for Chinese demand is good, according to Goldman Sachs Group Inc. Copper prices may be “unimaginably” high in three years, with China growth spurring consumption, Goldman Sachs analyst Julian Zhu said Oct. 28.

      Refined copper consumption may reach 12.5 million tons in 2015, said Zhang Ronghui, chief analyst at China Minmetals Corp. This represents a 79 percent jump from 7 million tons of real consumption this year, according to Bloomberg News calculations based on estimates by the China Nonferrous Metals Industry Association.

      Prices will stay elevated and volatile in 2012 as the metal continues to be the top pick by funds, according to presentation slides prepared by Zhang for delivery at Antaike’s copper conference in Jinan.

      --Helen Sun. Editors: Richard Dobson, Jarrett Banks


      http://www.businessweek.com/news/2011-11-02/china-copper-dem…
      Avatar
      schrieb am 02.11.11 12:31:39
      Beitrag Nr. 20 ()
      3 Antworten
      Avatar
      schrieb am 02.11.11 12:38:03
      Beitrag Nr. 21 ()
      Antwort auf Beitrag Nr.: 42.290.377 von umkehrformation am 02.11.11 12:31:39sorry falscher Link...

      bekomme aber das video,w elches ich gesehen habe nicht in den Link rein

      dann mal so:

      Titel: MF Global Bankruptcy Increases Volatility for Copper Prices
      Date: Tue 11/01/11 18:09 PM EST

      vielleicht findet Ihr es
      2 Antworten
      Avatar
      schrieb am 02.11.11 12:39:49
      Beitrag Nr. 22 ()
      Avatar
      schrieb am 02.11.11 13:50:00
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 42.290.417 von umkehrformation am 02.11.11 12:38:03MF Global Bankruptcy Increases Volatility for Copper Prices

      Ich kann mir nicht vorstellen, dass dies nicht für jedermann klar ist!
      Diese Tatsache geht auch eindeutig aus dem Beitrag Nr.19 hervor:

      "Prices will stay elevated and volatile in 2012"

      Alleine der Blick auf den CU-Chart zeigt, dass es kaum ein preisvolatileres Metall gibt:

      1 Antwort
      Avatar
      schrieb am 02.11.11 14:25:25
      !
      Dieser Beitrag wurde von MadMod moderiert. Grund: Provokation
      Avatar
      schrieb am 02.11.11 14:30:00
      Beitrag Nr. 25 ()
      Worüber man sich natürlich ebenfalls klar sein sollte:

      Im Falle eines Scheiterns der Euro-Zone wird das gesamte Welt-Finanzsystem mitgerissen werden.
      Dann wird der Kupferpreis erneut in den Bereichen landen, in denen er sich Ende 2008 befand, oder sogar tiefer:

      1 Antwort
      Avatar
      schrieb am 02.11.11 14:37:10
      Beitrag Nr. 26 ()
      Antwort auf Beitrag Nr.: 42.290.957 von Videomart am 02.11.11 14:30:00Charttechnisch kann man die 300-er marke als entscheidend ansehen

      a. als mehrfach geteste Unterstützung / Widerstand
      b. als untere Begrenzung des 06/07 begonnenen Aufwärtstrends (allerdings unterbrochen durch den Crash 08
      Avatar
      schrieb am 03.11.11 12:45:00
      Beitrag Nr. 27 ()
      So eng ist die Welt-Kupferproduktion z.Zt. "gestrickt":

      Alleine der Streik in Freeport McMoRan's Grasberg Mine verschärft spürbar den Versorgungsengpass
      und unterstützt damit den Kupfer-Preis...

      http://uk.reuters.com/article/2011/11/03/freeport-grasberg-i…
      1 Antwort
      Avatar
      schrieb am 03.11.11 18:50:33
      Beitrag Nr. 28 ()
      mische auch ein wenig mit:

      hab da mal was zuglegt, CZ33DN
      17:22
      interessant diese Faktor Zertis
      kein KO, kein Verfall, Faktor 4


      Eine aktuelle Analyse :
      André Tiedje erscheint in diesem Report. Kupfer hinkt zugegebenermaßen
      hinterher. Der Preis ist bei 7800 Dollar. Ich bleibe aber dabei, dass
      ich zu Jahresende Kurse über 8200 :) Dollar erwarte.
      Avatar
      schrieb am 08.11.11 07:50:01
      Beitrag Nr. 29 ()
      Codelco's 2012 US copper premium seen easing a bit

      Mon Nov 7, 2011 5:44pm EST

      * Codelco's U.S. term copper premiums seen steady in 2012
      * Customers seen cautious in light of 2011 downturn
      * Negotiations to take place at ACC Fall meeting

      http://www.reuters.com/article/2011/11/07/codelco-premiums-i…
      Avatar
      schrieb am 08.11.11 09:15:00
      Beitrag Nr. 30 ()
      LME ASIAN WRAP: Copper price falls ahead of Italian vote

      November 08, 2011 - 02:28 GMT Location: Shanghai

      London Metal Exchange copper fell in early trading on Tuesday as the market remained cautious ahead of a key Italian vote on public finance later today. Three-month copper opened at $7,897.5 per tonne, up 0.9% from Monday’s close. The contract traded as high as $7,933 per tonne but had fallen to $7,883 per tonne by 04:00 London time.
      ...
      http://www.metalbulletin.com/Article/2931013/Base-metals/LME…
      Avatar
      schrieb am 08.11.11 14:59:59
      Beitrag Nr. 31 ()
      Chinese snap up copper on strong demand
      by Caelainn Barr on Nov 07, 2011 at 11:13

      A falling copper price has encouraged Chinese traders to buy the metal to restock the country's warehouses.
      ...
      http://citywire.co.uk/money/chinese-snap-up-copper-on-strong…


      METALS-Copper edges up ahead of crucial vote in Italy
      Nov 8, 2011 8:36am EST
      http://www.reuters.com/article/2011/11/08/markets-metals-idU…
      Avatar
      schrieb am 09.11.11 07:30:01
      Beitrag Nr. 32 ()
      Copper Fundamentals

      "China is the world's locomotive... copper is its partner in development"

      http://www.aqmcopper.com/s/CopperFundamentals.asp


      1 Antwort
      Avatar
      schrieb am 09.11.11 13:23:26
      Beitrag Nr. 33 ()
      Antwort auf Beitrag Nr.: 42.322.602 von Videomart am 09.11.11 07:30:01Ich wäre mit solchen Prognosen vorsichtig. Der Wohnungsbau in China erlebt gerade einen heftigen Einbruch und dieser Sektor verbraucht viel Kupfer. Langrfisig mag der Kupferverbrauch steigen aber zumindest für die nächsten paar Monate wäre ich vorsichtig.
      Avatar
      schrieb am 14.11.11 09:35:00
      Beitrag Nr. 34 ()
      Shanghai copper hits limit up, Italy new leadership boosts
      Mon Nov 14, 2011 3:15am GMT
      http://af.reuters.com/article/metalsNews/idAFL3E7ME0A2201111…

      Avatar
      schrieb am 14.11.11 17:29:59
      Beitrag Nr. 35 ()
      Nonferrous metals market facing callback pressure

      By Xue Jilai,
      Professor of University of Science & Technology, Beijing
      Member of Nonferrous Metals Society of China

      Last Updated (Beijing Time): 2011-11-14 15:41
      http://en.ce.cn/Insight/201111/14/t20111114_22837439.shtml
      Avatar
      schrieb am 14.11.11 17:40:00
      Beitrag Nr. 36 ()
      DJ Chile Cochilco Poll: "Copper Seen Averaging $3.62/Pound In 2012"

      SANTIAGO, Nov 14, 2011
      http://news.tradingcharts.com/futures/3/1/168343713.html
      Avatar
      schrieb am 15.11.11 20:10:02
      Beitrag Nr. 37 ()
      DJ Shanghai Copper Premiums Fall As Demand Drops, Supply Rises

      SINGAPORE, Nov 15, 2011
      http://futures.tradingcharts.com/news/futures/DJ_Shanghai_Co…
      Avatar
      schrieb am 15.11.11 20:35:01
      Beitrag Nr. 38 ()
      Antwort auf Beitrag Nr.: 42.296.066 von Videomart am 03.11.11 12:45:00Engpass bei Kupfernachschub zu erwarten: Indonesier bestreiken Freeport-McMoRan-Mine weiter

      Jakarta 15.11.11 | shareribs.com

      Der Engpass in der globalen Kupferversorgung könnte auch weiterhin anhalten und einen Preissturz verhindern. Die Analysten von Barclays Capital gehen davon aus, dass die weltweite Kupferproduktion aus Minen in diesem Jahr um zwei Prozent sinkt. Dies wäre der erste Rückgang seit 2002 und ist auf die vielen Streiks in den Minen der großen Produzenten in Lateinamerika und Südostasien zurückzuführen.

      Wie die Nachrichtenagentur Reuters heute berichtet, hat sich die Minengewerkschaft in Indonesier dazu entschieden, den bereits seit Mitte September andauernden Streik in der Grasberg-Mine, die von Freeport-McMoRan betrieben wird, um einen weiteren Monat zu verlängern. Grund für den Schritt ist die weiterhin ausbleibende Einigung um Lohnerhöhungen für die Arbeiter.

      In Indonesien zahlt Freeport-McMoRan extrem geringe Löhne, was die Kumpel auf die Barrikaden getrieben hat. Diese verlangten eine Verfünffachung der Stundenlöhne auf 7,50 USD, was immer noch weit unter den üblichen Löhnen von 17,50 USD liegt. Die Gewerkschaft hatte in der vergangenen Woche sogar angedeutet, sich auf eine Erhöhung auf lediglich 4,00 USD/Stunde einlassen zu wollen.

      Indonesische Medien berichteten, dass die Regierung nun in den Verhandlungen zwischen der Gewerkschaft und Freeport-McMoRan vermitteln soll. Dabei geht die zuständige Delegation davon aus, schnell eine Einigung erreichen zu können. Freeport-McMoRan hat einer Lohnerhöhung von 35 Prozent zugestimmt, womit sich die Vorstellung der Verhandlungspartner langsam annähern. Die Sprecherin der Delegation sagte, dass der Streik aufhöre, sobald sich das Unternehmen zu einer Lohnerhöhung auf 5,00 USD/Stunde einlasse und dies auch vertraglich festschreibt.

      Freeport-McMoRan hat bereits vor einiger Zeit seine Produktionsprognosen für das vierte Quartal gesenkt. Sollte sich der Streik fortsetzen, könnte die Mine im vierten Quartal fast keinen Kupfer und auch kein Gold liefern.

      Kupfer verliert heute in London 0,7 Prozent auf 7.676 USD/Tonne. Die Aktien von Freeport-McMoRan verbesserten sich gestern leicht auf 39,80 USD.

      http://www.shareribs.com/rohstoffe/metalle-und-minen/news/ar…
      Avatar
      schrieb am 16.11.11 00:11:13
      Beitrag Nr. 39 ()
      Kupferpreise nach wie vor unter Druck

      13:20 | 15.11.2011

      Die Kupferpreise bleiben nach wie vor unter Druck, trotz der angespannten Versorgungslage. Die Arbeiter der indonesischen Grasberg-Mine (drittgrößte globale Kupfermine) haben sich für die Verlängerung des Streiks ausgesprochen. Die Anleger sind negativ gestimmt. Die Long-Positionen der Großanleger an der COMEX gehen weiter zurück. Mit der Besorgnis bezüglich der Schuldenkrise in der Eurozone und der schwächeren Konjunkturdynamik dürfte der Abwärtstrend bei den Metallen – Kupfer eingeschlossen – anhalten. Bei Kupfer stehen jedoch die anhaltenden Angebotsengpässe sowie eine weiterhin starke physische asiatische Nachfrage einem starken Preisrückgang entgegen. In den LME-Lagerhäusern in Singapur und Korea sind die Lagerbestände seit Oktober auf die Hälfte zurückgegangen und die cancelled warrants liegen bei knapp 25 Tsd. to. Chinas Importe von Kuper und -Produkten hatten zuletzt den höchsten Stand seit Mai 2010 erreicht. Sie dürften weiterhin hoch bleiben und die LME-Preise unterstützen.

      http://www.financial.de/rohstoffmarkt-aktuell/kupferpreise-n…
      Avatar
      schrieb am 22.11.11 10:50:02
      Beitrag Nr. 40 ()
      Jahreschart Kupfer zwischen DAX und Öl

      Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.
      Avatar
      schrieb am 24.11.11 13:15:02
      Beitrag Nr. 41 ()
      Copper Gains on China Demand, Rural Credit Move: LME Preview
      November 24, 2011, 3:33 AM EST
      http://www.businessweek.com/news/2011-11-24/copper-gains-on-…



      "The long-term outlook for copper supply is tight...
      ...as production drops and miners have to dig deeper, Anglo believes, explaining its massive investment. “It’s very difficult to see where all the future supply will come from that is need to meet future demand,” said John Mackenzie, Anglo’s head of copper."

      ...
      "The Telegraph", 23 November 2011
      http://www.telegraph.co.uk/finance/newsbysector/industry/min…
      Avatar
      schrieb am 29.11.11 10:10:00
      Beitrag Nr. 42 ()
      Copper Prices On The Move: Near, Mid And Long Term Update

      by: Michael Filighera | November 28, 2011
      http://seekingalpha.com/article/310414-copper-prices-on-the-…
      Avatar
      schrieb am 29.11.11 15:25:02
      Beitrag Nr. 43 ()
      Copper: China holds the key

      26 November, 2011 21:18
      JIM JONES
      Business Times

      Where the copper price is headed depends on what lies ahead for China, which accounts for almost two in every five tons of the world's copper demand.

      The benchmark price of spot metal hit a record high $10190/t on the London Metals Exchange in February. But since July, when the spot price averaged $9650/ton, it has gone down. This week's bear-market slide took it to less than $7200/ton amid mixed signals.

      A week ago, Chinese Vice-Premier Wang Qishan said chronic global recession was inevitable. Then a host of other fears re-emerged.

      Squabbling US political parties failed to plot a way out of deficits; eurozone contagion fears flared again as Berlin's bond offer flopped; rates on German 10-year bonds rose to 2%, and France headed for a downgrading of its AAA bond rating.

      But Aurubis, Europe's top copper fabricator, was talking of supply shortfalls and warehouse stock falls with rising German copper demand and higher Chinese imports this October than last.

      Still, analysts in China expect growth in its copper demand to slow with pressure on consumer spending. That points to a hard landing for China's economy, which would kibosh hopes of healthy global economic growth.

      The problem, Aurubis said, lies with producers. Strikes have idled the world's second-largest copper mine, Freeport's Grasberg property in Indonesia, and others for months.

      Goldman Sachs predicts a supply shortfall of 180000 tons next year. Goldman's projection of copper rising to $8000/ton in three months and $9500 by end-2012 is based on supply tightness, not on strengthening demand.

      There is the longer-term prospect of extra capacity. Anglo American is talking of expansion, but it will take years to complete.

      Are markets for other industrial metals contradicting copper's? No. Indonesia is trying to pull a fast one in tin, trying to boost prices by restricting its exports and seeking similar support from other tin-mining countries. On the LME, nickel prices moved into backwardation this month.

      Backwardation is when contract prices for future delivery are lower than for spot. (Contango is the other way about, with future prices higher than spot, and is the more usual situation.)

      LME spot nickel prices peaked at a record high $54000/ton in May 2007 before falling to $9000/ton by November 2008 after the financial crisis hit. From that low there was spasmodic recovery to a high of $29000/ton this January, and again the inevitable slide to $17150/ton now.

      Nickel is likely to remain in oversupply. Canada's strike-hit Sudbury mines are producing again and new mines planned globally in boom years have been coming on stream. There are more to come.

      Anglo American, running a boozy PR shindig across parts of Latin America this week, talks of plans for a new 60000 tons/year mine in Brazil. If it goes ahead, the new mine's output would exceed the 54000 tons market surplus recently forecast for 2012 by Sumitomo Metals. Next year's projected nickel oversupply could be the largest since 2008.

      The nickel market struggled with a supply deficit of 63000 tons last year. It is likely to end this year with an 11000 tons oversupply. Nickel's present trends hardly indicate expectations of an early end to the economic uncertainty.



      http://www.businesslive.co.za/southafrica/sa_markets/2011/11…
      Avatar
      schrieb am 30.11.11 11:25:01
      Beitrag Nr. 44 ()
      Chile Collahuasi Labor Strike Halts Copper Production

      Datum : 29/11/2011 18h57
      Quelle : Dow Jones News
      http://de.advfn.com/news_UPDATE-Chile-Collahuasi-Labor-Strik…
      Avatar
      schrieb am 30.11.11 14:00:01
      Beitrag Nr. 45 ()
      Copper pares losses after China cuts reserve ratio

      Nov 30, 2011 7:10am EST
      http://www.reuters.com/article/2011/11/30/markets-metals-idU…
      Avatar
      schrieb am 30.11.11 16:29:59
      Beitrag Nr. 46 ()
      Avatar
      schrieb am 30.11.11 16:40:01
      Beitrag Nr. 47 ()
      Copper Shortfall Likely to Remain in 2012, OZ Minerals Says

      By Soraya Permatasari and Rishaad Salamat
      Nov 25, 2011 5:15 AM GMT

      Copper supply shortages, which have been driven by operational problems and labor strikes in South America and Indonesia, are likely to persist next year, said OZ Minerals Ltd. (OZL) Australia’s third-biggest producer by market value.

      “A shortfall in 2011 is certainly something that wasn’t expected at the beginning of the year and you’re going to see this shortfall flowing to 2012 as well,” Terry Burgess, chief executive officer of the Melbourne-based company, told Rishaad Salamat today on Bloomberg Television’s “On the Move Asia.”

      Copper may be set for a “strong rally” in the second quarter of next year amid an expected deficit of the metal, Goldman Sachs Group Inc. said this week. Copper in New York climbed to a record $4.6575 a pound in February.

      “I see strength in the copper price as China and India continue to urbanize,” Burgess said. “We’re not seeing any major new projects coming in until maybe 2014 and 2015 with Oyu Tolgoi in Mongolia.”

      Copper futures in New York rose 0.2 percent to $3.29 a pound at 2:30 p.m. Sydney time. Burgess said he sees the long- term price at about $2.50 a pound.

      Barclays Capital this week raised its estimate for this year’s market deficit to 536,000 tons. Freeport-McMoRan Copper & Gold Inc. (FCX), the world’s largest publicly traded copper producer, has suspended processing ore for shipment since Oct. 22 at the Grasberg complex, where as many as 8,000 workers have been on strike since September demanding higher wages.


      Global Demand

      “There are operational problems on mines and in particular we’ve seen a lot of strikes in South America, and most recently Grasberg in Indonesia and as a result of that there’s this shortage of copper in general in the market,” Burgess said.

      Global demand for the metal is set to climb at least 4 percent annually through 2015, John MacKenzie, Anglo American Plc (AAL)’s head of copper, said this week.

      New York copper has tumbled 20 percent in the last six months on concern that the debt crisis in Europe and a slowdown in China and U.S. will damp demand.

      “Obviously the volatility that we’re seeing in recent times is more dependent on the global economy, particularly with what’s happening in Europe and I think that volatility is spreading over to the other commodity prices,” Burgess said.


      http://www.bloomberg.com/news/2011-11-25/copper-shortfall-li…
      Avatar
      schrieb am 30.11.11 17:19:59
      Beitrag Nr. 48 ()
      Kupfer: Long - Chinas Lockerung geht los

      30.11.2011 12:37
      http://www.godmode-trader.de/blog/rohstoff/2011/11/30/kupfer…
      Avatar
      schrieb am 01.12.11 13:15:01
      Beitrag Nr. 49 ()
      Shanghai Copper Futures Sharply Rise On RRR Move

      BEIJING, Dec 01, 2011
      http://news.tradingcharts.com/futures/5/4/169335445.html
      Avatar
      schrieb am 02.12.11 12:05:00
      Beitrag Nr. 50 ()
      LME copper edges up, eyes first gain in 5 weeks

      Fri Dec 2, 2011 7:41am GMT
      http://af.reuters.com/article/commoditiesNews/idAFL4E7N209C2…
      Avatar
      schrieb am 06.12.11 07:05:30
      Beitrag Nr. 51 ()
      METALS- LME copper drops 1.9 pct after S&P downgrade warning

      Tue Dec 6, 2011 1:47am GMT
      http://af.reuters.com/article/metalsNews/idAFL3E7N601B201112…
      Avatar
      schrieb am 07.12.11 16:05:02
      Beitrag Nr. 52 ()
      Higher Chinese Copper Premiums Drive U.S. Cathode Shipments: Copper Prices To Rise?

      December 6, 2011 | includes: COPX, CU
      http://seekingalpha.com/article/312222-higher-chinese-copper…
      Avatar
      schrieb am 07.12.11 22:24:00
      Beitrag Nr. 53 ()
      CLOSE TO CLOSE: Base metals prices track euro in LME kerb ahead of EU summit

      December 07, 2011 - 17:19 GMT Location: London


      Base metals prices closed strongly in the kerb session at the London Metal Exchange on December 7, as they continued to follow fluctuations in the euro.

      “The euro is rallying a bit now, so prices are going up,” a category I trader said. “They’re very closely correlated now.” Three-month copper closed the day at $7,820 per tonne, from its previous closing price of $7,835. The red metal reached a high of $7,950 per tonne in early trading, before falling to a low of $7,743.5.

      ...
      http://www.metalbulletin.com/Article/2945924/Exchange-news-a…
      Avatar
      schrieb am 07.12.11 22:40:00
      Beitrag Nr. 54 ()
      Copper Traders Bullish for First Time in Six Weeks

      Bloomberg | December 04, 2011, 8:40 AM EST
      http://www.businessweek.com/news/2011-12-04/copper-traders-b…
      Avatar
      schrieb am 08.12.11 15:10:00
      Beitrag Nr. 55 ()

      Copper May Advance on Production Shortfall Outlook: LME Preview


      December 08, 2011, 3:38 AM EST
      http://www.businessweek.com/news/2011-12-08/copper-may-advan…
      Avatar
      schrieb am 08.12.11 15:50:00
      Beitrag Nr. 56 ()

      Copper Bets Flash a Warning


      DECEMBER 8, 2011
      http://online.wsj.com/article/SB1000142405297020431900457708…
      Avatar
      schrieb am 09.12.11 16:10:12
      Beitrag Nr. 57 ()
      China Nov copper output falls 4.5 pct on month

      * Copper at 448,000 T, lowest in six months

      Fri Dec 9, 2011 5:11am EST
      http://www.reuters.com/article/2011/12/09/china-output-basem…
      Avatar
      schrieb am 09.12.11 21:08:13
      Beitrag Nr. 58 ()
      an Stelle von Kupfer als indicator
      würde ich den FXI (China-25-ETF) nutzen

      einfach mal bei www.stockcharts.com

      Kürzel: FXI eingeben

      dann bei indicators: price ---> $copper

      man sieht dann dass der FXI ähnlich wie der Kupferpreis verläuft

      allerdings kann man beim FXI schön die
      volumen-indicators: Chaiking-money-flow (CMF) und money-flow (MFI)
      nutzen

      vield Spass beim generieren der Charts
      Avatar
      schrieb am 10.12.11 23:40:41
      Beitrag Nr. 59 ()

      China Nov commodity imports surge as shortages bite


      Sat Dec 10, 2011 2:20am EST
      http://www.reuters.com/article/2011/12/10/china-commodities-…
      Avatar
      schrieb am 12.12.11 15:30:01
      Beitrag Nr. 60 ()
      Kupfer – Wohin geht der Preis?

      Autor: Björn Junker | 08.12.2011, 16:05
      http://www.wallstreet-online.de/nachricht/3952985-fokus-free…
      Avatar
      schrieb am 12.12.11 16:30:30
      Beitrag Nr. 61 ()
      Base Metals Continues To Recede On Moody's Warning To EU Nations


      Capital Market / 16:48 , Dec 12, 2011
      http://www.indiainfoline.com/Markets/News/Base-Metals-Contin…
      Avatar
      schrieb am 12.12.11 17:30:30
      Beitrag Nr. 62 ()
      Timing bedevils 2012 copper benchmark

      London, 8 December 2011: Reuters
      http://www.commodities-now.com/commodities-now-reports/power…
      Avatar
      schrieb am 12.12.11 23:40:00
      Beitrag Nr. 63 ()

      GOLDMAN SACHS: STILL LONG GOLD AND COPPER


      8 December 2011 by Cullen Roche
      http://pragcap.com/goldman-sachs-still-long-gold-and-copper
      Avatar
      schrieb am 13.12.11 16:30:30
      Beitrag Nr. 64 ()
      Freeport Indonesia's workers union to sign deal to end strike - sources

      According to sources, the two sides have agreed to a wage increase of 40% over two years to end a three-month strike that has crippled production at Freeport's huge Grasberg copper-gold mine.

      Author: By Olivia Rondonuwu (Reuters)
      Posted: Tuesday , 13 Dec 2011
      http://www.mineweb.com/mineweb/view/mineweb/en/page36?oid=14…
      Avatar
      schrieb am 13.12.11 22:20:00
      Beitrag Nr. 65 ()
      Copper prices consolidate with a bearish bias

      George Albert / December 14, 2011, 0:43 IST
      http://www.business-standard.com/india/news/copper-prices-co…
      Avatar
      schrieb am 13.12.11 22:30:31
      Beitrag Nr. 66 ()
      RESEARCH: Copper prices will likely be further supported by persistent supply disruptions

      FXWire Pro Headline | December 13 2011 8:24 EST
      http://www.forextv.com/forex-news-story/research-copper-pric…
      Avatar
      schrieb am 19.12.11 16:45:01
      Beitrag Nr. 67 ()
      Aurubis says 2012 copper processing charges higher

      Mon Dec 19, 2011 3:26pm GMT


      * Confirms 12.4 percent rise in 2012 TC/RCs

      * End of strikes could firm spot TC/RCs

      * Copper price to remain over $7,000 a tonne in 2011

      http://af.reuters.com/article/commoditiesNews/idAFL6E7NJ3LM2…
      Avatar
      schrieb am 19.12.11 16:54:59
      Beitrag Nr. 68 ()
      Commodity Investors Glum; Goldman Sees Rally

      By Joe Richter - Dec 19, 2011 | 3:01 PM GMT+0100
      http://www.bloomberg.com/news/2011-12-19/investors-in-fetal-…
      Avatar
      schrieb am 20.12.11 11:04:58
      Beitrag Nr. 69 ()
      Copper prices to rise in Q1 2012 but supply concerns remain

      Analysts say that the demand for copper from China may pick up in the first quarter of 2012 but, longer term, the supply side of the market remains a conundrum

      Author: Geoff Candy
      Posted: Monday , 19 Dec 2011
      http://www.mineweb.com/mineweb/view/mineweb/en/page36?oid=14…
      Avatar
      schrieb am 22.12.11 11:20:00
      Beitrag Nr. 70 ()
      China's November refined copper imports jump to second-highest level

      December 22, 2011
      http://www.brecorder.com/agriculture-a-allied/single/624/183…



      China Copper Imports Rise to 29-Month High on Prices

      By Bloomberg News - Dec 21, 2011
      http://www.bloomberg.com/news/print/2011-12-21/china-copper-…
      Avatar
      schrieb am 22.12.11 13:39:58
      Beitrag Nr. 71 ()
      Copper Advances as U.S. Data May Signal Demand: LME Preview

      Bloomberg | December 22, 2011, 3:32 AM EST
      http://www.businessweek.com/news/2011-12-22/copper-advances-…
      Avatar
      schrieb am 27.12.11 14:15:01
      Beitrag Nr. 72 ()
      Metals recovery hinges on China outlook

      Gareth Costa, The West Australian
      December 27, 2011, 8:12 am

      http://au.news.yahoo.com/thewest/a/-/breaking/12460443/metal…
      Avatar
      schrieb am 28.12.11 09:27:05
      Beitrag Nr. 73 ()
      danke !! wo siehst du den kupferpreis hingehen in 2012 meinst du wir sehen die 10 nochmal ?
      Avatar
      schrieb am 28.12.11 10:05:00
      Beitrag Nr. 74 ()
      London copper falls as U.S. housing prices sag

      Wed Dec 28, 2011 1:41am GMT
      http://af.reuters.com/article/commoditiesNews/idAFL3E7NS02K2…
      Avatar
      schrieb am 03.01.12 17:20:44
      !
      Dieser Beitrag wurde von MODernist moderiert. Grund: Provokation
      Avatar
      schrieb am 03.01.12 17:24:59
      Beitrag Nr. 76 ()
      Dr. Copper heading back to school

      Author: Geoff Candy
      Posted: Tuesday , 03 Jan 2012
      http://www.mineweb.com/mineweb/view/mineweb/en/page36?oid=14…
      Avatar
      schrieb am 03.01.12 17:29:58
      Beitrag Nr. 77 ()
      Copper at 3-week high on fund flows, China data

      Tue Jan 3, 2012 1:46pm GMT

      * China's PMI boosts confidence metal use to rise
      * Caution remains because of euro zone debt crisis
      * Coming up: US ISM manufacturing PMI for December

      http://af.reuters.com/article/idAFL6E8C312N20120103
      Avatar
      schrieb am 03.01.12 21:50:00
      Beitrag Nr. 78 ()
      Avatar
      schrieb am 05.01.12 18:54:59
      Beitrag Nr. 79 ()
      China Copper Smelters Settle Lower 2012 TC/RCs With BHP Billiton

      Wednesday, 4 January 2012 - 14:19


      -- Chinese smelters settle 2012 TC/RCs with BHP at $60.5/ton and 6.05 cents/lb

      -- Lower TC/RCs indicate robust demand for copper concentrate supply

      -- China may boost smelting and refining capacity by the end of 2012


      http://english.capital.gr/News.asp?id=1370698
      Avatar
      schrieb am 06.01.12 16:15:01
      Beitrag Nr. 80 ()
      Rohstoffe vom starken US-Dollar unter Druck gesetzt

      05.01.12 12:42
      Commerzbank Corp. & Markets

      Frankfurt (aktiencheck.de AG) – Im Gegensatz zu den meisten anderen Rohstoffen konnten sich die Industriemetalle gestern dem starken US-Dollar nicht entziehen und standen teilweise deutlich unter Druck, so die Deutsche Börse AG.

      So habe Kupfer beispielsweise mehr als 3% verloren. Die Erholung heute Morgen falle verhalten aus – auch bedingt durch schwache asiatische Aktienmärkte. Es habe den Anschein, dass zumindest im Metallsektor die Risikoaversion anhaltend hoch sei. Dies dürfte die Preise kurzfristig weiter belasten.

      Industriekreisen zufolge habe sich das weltweit größte Minenunternehmen, BHP Billiton (ISIN GB0000566504/ WKN 908101), mit chinesischen Kupferschmelzen auf einen neuen Jahresvertrag für 2012 für die Schmelz- und Verarbeitungsgebühren (sog. TC/RCs) geeinigt. Demnach zahle BHP Billiton den Kupferschmelzen 60 USD je Tonne bzw. 6 US-Cents je Pfund, damit diese das Kupfererz schmelzen bzw. verarbeiten würden. Die ausgehandelten Preise würden gut 6% über dem Vorjahr liegen, was auf eine bessere Verfügbarkeit von Kupfererzen hindeute.

      Der weltweit größte börsennotierte Kupferproduzent, Freeport McMoRan (ISIN US35671D8570/ WKN 896476), habe sich bereits Ende letzten Jahres mit chinesischen und japanischen Kupferschmelzen auf jährliche Schmelz- und Verarbeitungsgebühren von 63,5 USD je Tonne bzw. 6,35 US-Cents je Pfund geeinigt. Da die Produktionskosten bei Kupfer relativ niedrig seien, lohne es sich selbst bei den aktuell tiefen Preisen, neue Minenkapazitäten in Betrieb zu nehmen bzw. bestehende zu erweitern. (05.01.2012/ac/a/m)


      http://www.aktienjournal.de/rohstoffe-vom-starken-us-dollar-…
      Avatar
      schrieb am 06.01.12 16:19:59
      Beitrag Nr. 81 ()
      Deutsche Bank cuts copper, gold forecasts for 2012

      MarketWatch | Jan. 6, 2012, 6:23 a.m. EST
      http://www.marketwatch.com/story/deutsche-bank-cuts-copper-g…
      Avatar
      schrieb am 09.01.12 22:14:59
      Beitrag Nr. 82 ()
      Angebotsdefizit von 194.000 Tonnen für 2012 erwartet:
      Analysten erwarten zwischen Januar und April Kupferpreis von 4 USD pro Pfund


      9. Januar 2012 · 2:37 pm

      Die Analysten von Harbor Intelligence gehen davon aus, dass sich 2012 am Kupfermarkt ein Angebotsdefizit von rund 194.000 ausbilden wird. Sie schätzen, dass die Nachfrage nach Garkupfer 2011 lediglich um 1,4% anstieg (2010: +7,2%), erwarten aber für das laufende Jahr ein Nachfragewachstum von 3,8%.

      Einschränkungen des Angebots seien die größte Preisstütze im Kupfermarkt, meint Harbor Intelligence. Man geht auch nicht davon aus, dass sich das in diesem Jahr ändern wird. Die Experten führen aus, dass der Kupferausstoß im vergangenen Jahr um 2,9% stieg und dieses Jahr wahrscheinlich um 3,2% zulegen wird – 2010 war die weltweite Kupferproduktion noch um 4,1% gestiegen. Harbor schätzt das Kupferdefizit des vergangenen Jahres auf 74.000 Tonnen nach 351.000 Tonnen 2010. Die Lagerbestände, gerechnet in Wochen an Verbrauch, würden jedoch weiter fallen, so Harbor. Deshalb sei mit einem Defizit von 194.000 Tonnen für 2012 zu rechnen.

      Die Experten rechnen damit, dass der Kupferpreis zudem schon im Zeitraum von Januar bis April die Marke von 4 USD pro Pfund wieder erreichen könnte. Das globale Wachstum der Nachfrage von den Endverbrauchern habe im Dezember wieder angezogen. So sei das Wachstum in den USA auf ein Sechsmonatshoch gestiegen und auch die chinesischen Importe stark.

      Historische Daten würden darauf hindeuten, dass man sich bereits in der für den Kupferpreis stärksten Periode des Jahres befinde, so Harbor weiter. Von diesem Standpunkt aus, könne eine nachhaltige Preisrallye nun jederzeit einsetzen. Der so genannte „Angst“- oder VIX-Index sei auf ein normales Niveau unterhalb von 25 gefallen und der aktuelle Stand deute das Potenzial auf höhere Preise an. Die Fondsgesellschaften würden sich noch an der Seitenlinie bereithalten, könnten aber möglicherweise angesichts der sinkenden Marktangst und der stützende Saisonalität schon bald wieder im Markt aktiv werden.

      http://bjoernjunker.wordpress.com/2012/01/09/angebotsdefizit…
      Avatar
      schrieb am 09.01.12 22:43:08
      Beitrag Nr. 83 ()
      Avatar
      schrieb am 10.01.12 15:20:03
      Beitrag Nr. 84 ()
      Avatar
      schrieb am 10.01.12 23:35:35
      Beitrag Nr. 85 ()
      METALS-Copper up on strong China import data

      Reuters | Tue Jan 10 2012 5:38pm GMT

      * China copper imports up 12.6 pct in December
      * Easing credit conditions boost metals prices
      * Japan's biggest copper smelter suspends operations after fire

      http://af.reuters.com/article/metalsNews/idAFL6E8CA20Y201201…
      Avatar
      schrieb am 10.01.12 23:50:00
      Beitrag Nr. 86 ()
      Pan Pacific's copper plant halted since Jan 7 after fire

      2012-01-10 09:27 (UTC)
      http://www.xe.com/news/2012/01/10/2390533.htm?utm_source=RSS…
      Avatar
      schrieb am 11.01.12 13:03:32
      Beitrag Nr. 87 ()
      Was ist das für eine Chart?
      Avatar
      schrieb am 11.01.12 15:40:00
      Beitrag Nr. 88 ()
      Der Chart in Beitrag Nr.83 ist mir versehentlich hier "hereingerutscht".:look:
      Es ist der Monatsverlauf von "Rare Element Resources":
      http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…

      Gruss
      Vm;)
      Avatar
      schrieb am 11.01.12 15:45:10
      Beitrag Nr. 89 ()
      Polish Fin Min Says March Copper Tax Deadline Will Be Tight - Report

      Datum : 11/01/2012 @ 15h03
      Quelle : Dow Jones News
      http://de.advfn.com/news_Polish-Fin-Min-Says-March-Copper-Ta…
      Avatar
      schrieb am 11.01.12 15:50:50
      Beitrag Nr. 90 ()
      Copper rises, China import data helps

      Jan 11, 2012 6:29am EST

      * Norsk Hydro plans production cuts at Australian plant
      * Dollar firm but negative correlation to metals eroding
      * China import data helps, economic concerns remain

      http://www.reuters.com/article/2012/01/11/markets-metals-idU…
      Avatar
      schrieb am 11.01.12 16:45:02
      Beitrag Nr. 91 ()
      Chile copper giant Codelco sues Anglo American in fight over mine
      Codelco, Chile's state-backed copper company, is suing rival Anglo American in an escalation of the two companies' battle over one of Chile's most valuable mines.
      Codelco has asked the Chilean courts to force Anglo to hand over a 49pc stake in Anglo American Sur, the unit which holds the Los Bronces copper mine.

      By Emma Rowley
      9:57PM GMT 10 Jan 2012
      http://www.telegraph.co.uk/finance/newsbysector/industry/min…


      Codelco sues Anglo over Chile asset, seeks damages
      Tue Jan 10, 2012 3:23pm GMT
      http://af.reuters.com/article/metalsNews/idAFWLA118220120110
      Avatar
      schrieb am 11.01.12 16:59:59
      Beitrag Nr. 92 ()
      "The Telegraph":

      Chile copper giant Codelco sues Anglo American in fight over mine

      By Emma Rowley
      9:57PM GMT 10 Jan 2012
      http://www.telegraph.co.uk/finance/newsbysector/industry/min…
      Avatar
      schrieb am 11.01.12 19:39:59
      Beitrag Nr. 93 ()
      Analysis: Copper vulnerable to price spikes due to shorts

      Reuters | Tue, Jan 10 2012
      By Harpreet Bhal and Chris Kelly
      http://www.reuters.com/assets/print?aid=USTRE8091JS20120110
      Avatar
      schrieb am 15.01.12 17:20:03
      Beitrag Nr. 94 ()
      Analysten zeigen Einigkeit: Kupfer und Zinn werden die Metalle des Jahres

      13. Januar 2012 · 3:18 pm
      http://bjoernjunker.wordpress.com/2012/01/13/analysten-zeige…
      Avatar
      schrieb am 15.01.12 17:40:39
      Beitrag Nr. 95 ()
      Copper Is Signaling Global Expansion

      By ETF Digest
      01/13/12 - 10:38 AM EST

      http://www.thestreet.com/story/11375718/1/copper-is-signalin…
      Avatar
      schrieb am 15.01.12 19:30:52
      Beitrag Nr. 96 ()
      Copper Prices Will Boost Freeport McMoRan In 2012

      Seeking Alpha | by: Colin Lokey January 13, 2012 | about: FCX
      http://seekingalpha.com/article/319508-copper-prices-will-bo…
      Avatar
      schrieb am 15.01.12 23:00:00
      Beitrag Nr. 97 ()
      Avatar
      schrieb am 15.01.12 23:40:41
      Beitrag Nr. 98 ()
      Goldman sees 2012 upside in oil, gold, copper

      Reuters / London January 13, 2012, 17:16 IST
      http://business-standard.com/india/news/goldman-sees-2012-up…
      Avatar
      schrieb am 16.01.12 15:25:01
      Beitrag Nr. 99 ()
      COMMODITIES
      Dr. Copper Gets a New Specialty

      The Wall Street Journal | JANUARY 14, 2012

      No Longer Moving in Step With U.S. Stocks, the Metal is Now Seen as a Better Gauge of China.

      http://online.wsj.com/article/SB1000142405297020372170457715…
      Avatar
      schrieb am 16.01.12 15:29:59
      Beitrag Nr. 100 ()
      Copper as an Inflation Hedge

      International Business Times
      January 12, 2012 8:18 AM GMT

      By Shayne Heffernan
      http://www.ibtimes.com/articles/280615/20120112/copper-infla…
      Avatar
      schrieb am 16.01.12 15:35:00
      Beitrag Nr. 101 ()
      The Economic Times:

      Metals shine on upbeat economic data

      16 Jan, 2012, 12.10AM IST, ET Bureau
      http://economictimes.indiatimes.com/features/investors-guide…
      Avatar
      schrieb am 16.01.12 15:54:59
      Beitrag Nr. 102 ()
      Copper steadies as markets digest downgrade

      Reuters | Jan 16, 2012 1:20pm GMT

      * U.S. markets closed for Martin Luther King holiday
      * Shanghai metals spread tightens ahead of holiday
      * Market awaits key China growth data due tomorrow

      http://uk.reuters.com/article/2012/01/16/markets-metals-idUK…
      Avatar
      schrieb am 16.01.12 18:09:59
      Beitrag Nr. 103 ()
      Bloomberg/Businessweek

      Goldman Cuts Copper, Nickel Forecasts on Supply Prospects

      January 16, 2012, 7:07 AM EST
      http://www.businessweek.com/news/2012-01-16/goldman-cuts-cop…
      Avatar
      schrieb am 17.01.12 09:30:06
      Beitrag Nr. 104 ()
      wahnsinn kupfer weitere 10 % rauf !!!!
      Avatar
      schrieb am 17.01.12 09:39:06
      Beitrag Nr. 105 ()
      Cu auf 8260 +2.48%

      wo ist da diese Verlangsamung ?

      03:00 CNY Mittel Chinesische Bauausgaben (YoY) 23.80% 24.20% 24.50%
      03:00 CNY Hoch Chinesisches BIP (YoY) 8.90% 8.80% 9.10%
      03:00 CNY Mittel Chinesische Industrieproduktion (YoY) 12.80% 12.30% 12.40%
      03:00 CNY Mittel Chinesischer Einzelhandeslumsatz (YoY) 18.10% 17.20% 17.30%

      Prognose GS:

      "Die Konjunkturdaten und der Ausblick in den USA und Asien haben sich deutlich verbessert", erklärt Goldman Sachs-Analyst Jeffrey Currie seine Zuversicht. Dieser Effekt überwiegt seiner Ansicht nach die Auswirkungen von einer Rezession in Europa. Auch Credit Suisse erwartet bei Industriemetallen heuer eine Erholung, weil die Preise ihrer Ansicht nach im Vorjahr zu stark gefallen sind.

      Auch Edelmetall glänzt

      Bei den Metallen hat Currie zwei Favoriten: "Wir sehen bei Kupfer und Gold die besten Gelegenheiten bezüglich unserer Erwartung hinsichtlich der Fundamentaldaten im Jahr 2012." Für Kupfer erwartet der Goldman Sachs-Analyst bis Jahresende einen Preisanstieg auf 9500 $ :)pro Tonne. Das entspricht ebenso einem Kurspotenzial von rund 19 Prozent wie bei Gold, für welches das Kursziel auf 1950 $ je Feinunze lautet.
      Avatar
      schrieb am 17.01.12 19:14:59
      Beitrag Nr. 106 ()
      Copper Rises to 16-Week High on Chinese Outlook, Rio Output Drop

      Bloomberg | January 17, 2012, 12:16 PM EST
      http://www.businessweek.com/news/2012-01-17/copper-rises-to-…
      Avatar
      schrieb am 17.01.12 19:19:59
      Beitrag Nr. 107 ()
      BarCap Cuts 2012 Base Metal Outlook; Reduces Copper Forecast 11%

      LONDON, Jan 17, 2012
      (Dow Jones Commodities News via Comtex)
      http://news.tradingcharts.com/futures/6/6/171926566.html
      Avatar
      schrieb am 18.01.12 17:15:00
      Beitrag Nr. 108 ()
      Copper May Rise on Speculation China to Ease Monetary Policy

      Bloomberg | January 18, 2012, 9:15 AM EST
      http://www.businessweek.com/news/2012-01-18/copper-may-rise-…
      Avatar
      schrieb am 18.01.12 19:35:00
      Beitrag Nr. 109 ()
      Copper Rises as Factory Output, Homebuilder Confidence Signal More Demand

      By Joe Richter - Jan 18, 2012 5:54 PM GMT+0100
      http://www.bloomberg.com/news/2012-01-18/copper-may-fall-on-…
      Avatar
      schrieb am 19.01.12 12:28:03
      Beitrag Nr. 110 ()
      sieht ja gut aus 8352 beim kupfer...somit kann die weltkonjunktur nicht soooo schlecht sein wie allg. behauptet. solange china und indien ein wachstum haben wird kupfer gefragt sein...
      Avatar
      schrieb am 19.01.12 12:48:49
      Beitrag Nr. 111 ()
      8363 das steigt ziemlich schnell
      Avatar
      schrieb am 20.01.12 18:55:01
      Beitrag Nr. 112 ()
      China to keep copper at $7,000-$9,000

      London, 10 January 2012
      http://www.commodities-now.com/commodities-now-reports/metal…
      Avatar
      schrieb am 20.01.12 19:00:01
      Beitrag Nr. 113 ()
      Copper Stockpiles in Shanghai Advance to Nine-Month High

      Bloomberg | January 20, 2012, 5:31 AM EST
      http://www.businessweek.com/news/2012-01-20/copper-stockpile…
      Avatar
      schrieb am 24.01.12 11:22:07
      Beitrag Nr. 114 ()
      es geht aufwärts !!8348 !!
      Avatar
      schrieb am 24.01.12 11:51:58
      Beitrag Nr. 115 ()
      Die Chinesen werden nach dem Urlaub wieder fleißig Kupfer kaufen, sie sind im Moment nicht am Markt, starten nächsten Montag aber wieder die Preisrally. Wenn der Kupferpreis niedrig ist, haben wir Frieden, so sagte man lange.

      Kupfer wird immer noch sehr gefragt und die Produktion hinkt hinter dem Bedarf her. Da wird in nächster Zeit wieder ein Preisanstieg erfolgen.
      1 Antwort
      Avatar
      schrieb am 24.01.12 14:16:56
      Beitrag Nr. 116 ()
      Antwort auf Beitrag Nr.: 42.638.230 von Mainstern am 24.01.12 11:51:58hoffe du hast recht ein kupferpreis von über 10 000 dürfte meine kupferaktien beflügeln !!
      Avatar
      schrieb am 25.01.12 09:29:03
      Beitrag Nr. 117 ()
      8387 wenn jetzt noch die chinesen dazukommen wirds wirklich spannend hoffe du hast da recht !!
      Avatar
      schrieb am 30.01.12 02:10:01
      Beitrag Nr. 118 ()
      Copper slips from new high, US GDP disappoints

      Saturday, 28 January 2012 | 02:41
      http://www.brecorder.com/component/content/article/18-market…
      Avatar
      schrieb am 31.01.12 08:50:31
      Beitrag Nr. 119 ()
      kupfer bleibt hoch aber ein wirklicher impuls durch china blieb eher aus...abwarten !!
      Avatar
      schrieb am 31.01.12 17:25:27
      Beitrag Nr. 120 ()
      Avatar
      schrieb am 31.01.12 18:30:01
      Beitrag Nr. 121 ()
      Non-ferrous metals output to grow 8% annually in 2011-2015

      chinadaily.com, updated: 2012-01-31 10:31
      http://europe.chinadaily.com.cn/business/2012-01/31/content_…
      Avatar
      schrieb am 06.02.12 16:15:01
      Beitrag Nr. 122 ()
      BASE METALS: Funds Add To Bullish Bets On Copper

      FEBRUARY 3, 2012, 4:46 P.M. ET.CFTC
      http://online.wsj.com/article/BT-CO-20120203-714557.html


      Copper: Hedge funds continue to be bullish, but how long?

      Last Updated : 06 February 2012 at 20:05 IST
      By Deepak Rangan
      http://www.commodityonline.com/news/copper-hedge-funds-conti…
      Avatar
      schrieb am 06.02.12 17:41:00
      Beitrag Nr. 123 ()
      Joe Mazumdar, senior mining analyst with Haywood Securities:

      "We see copper on the brink of a rebound in 2012. The London Metals Exchange inventories are at low levels and Chinese imports of refined copper accelerated in the latter part of 2011. Copper is covered by Stefan Ioannou/Kerry Smith of Haywood Securities and they highlight a structural tightness in the copper market as supply growth remains constrained while a portion of future production growth resides in higher geopolitical risk jurisdictions. They note that the GFMS has estimated a deficit of 372 Kt copper in 2011 and forecast yet another deficit for 2012, 101 Kt."

      aus: The_Gold_Report
      Feb 04, 2012 - 09:31 AM
      http://www.marketoracle.co.uk/Article32978.html
      Avatar
      schrieb am 07.02.12 15:20:00
      Beitrag Nr. 124 ()
      Copper rally ‘too much too soon’

      by Rebecca Hampson
      03 Feb 2012

      Copper has fallen away after rallying 16% since mid December, but Goldman Sachs analysts remain bullish on the outlook for the red metal over the next 12 months.
      ...
      http://www.efinancialnews.com/story/2012-02-03/copper-rally-…
      Avatar
      schrieb am 07.02.12 15:29:59
      Beitrag Nr. 125 ()
      Barclays Forecasts Aluminum Shortage, Copper Surplus in 2014

      Bloomberg | February 07, 2012, 7:27 AM EST
      http://www.businessweek.com/news/2012-02-07/barclays-forecas…
      Avatar
      schrieb am 08.02.12 15:35:00
      Beitrag Nr. 126 ()
      Copper to Rally on China Demand

      By Shayne Heffernan
      February 7, 2012 8:03 PM GMT
      http://www.ibtimes.com/articles/294610/20120207/copper-rally…
      Avatar
      schrieb am 09.02.12 08:43:45
      Beitrag Nr. 127 ()
      Kupfer: 20-Monatshoch im Visier
      Autor: Jörg Bernhard | 09.02.2012, 08:19 | 34 Aufrufe | 0 |
      Sollte der Konjunkturfrühindikator Kupfer recht behalten, droht der Welt kein Rückfall in die Rezession.
      Seit dem Jahreswechsel hat sich der Preis für das Industriemetall Kupfer mit plus 11,5 Prozent ähnlich stark entwickelt wie das gelbe Edelmetall. Mittlerweile nähert sich das rote Industriemetall dem höchsten Niveau seit Mitte September. Zuletzt sorgte eine Ankündigung der chinesischen Notenbank zum Häusermarkt für gute Laune. Man wolle die Erstkäufer von bezahlbarem Wohnraum stärker fördern. Damit versucht sie einen Spagat zwischen den Übertreibungen bei chinesischen Immobilienpreisen und dem wachsenden Bedarf an Wohnraum. Im Land des weltgrößten Kupferverbrauchers fließt rund ein Viertel des verbrauchten Industriemetalls in den Bausektor. Die am Morgen veröffentlichten Inflationszahlen Chinas könnten den Kupferpreis wieder ausbremsen, da sie mit 4,5 Prozent erheblich höher als erwartet ausgefallen waren. Die Chancen auf Lockerungsmaßnahmen haben sich nämlich dadurch signifikant reduziert.
      Am Donnerstagvormittag präsentierte sich der Kupferpreis mit nachlassenden Notierungen. Bis gegen 8.00 Uhr ermäßigte sich der nächstfällige Future auf High Grade Copper um 0,0135 auf 3,8960 Dollar pro Pfund.
      Avatar
      schrieb am 09.02.12 15:00:16
      Beitrag Nr. 128 ()
      Builders group forecasts improved US home sales, construction this year, bigger pickup in 2013

      By Associated Press, Published: February 8
      http://www.washingtonpost.com/business/economy/builders-grou…
      Avatar
      schrieb am 17.02.12 16:15:00
      Beitrag Nr. 129 ()
      Mitsubishi buys 18.1 pct of Peru copper mine project

      TOKYO | Fri Feb 17, 2012 3:01am GMT
      http://uk.reuters.com/article/2012/02/17/mitsubishi-copper-i…

      http://www.domain-b.com/companies/companies_I/ifc/20120217_p…
      Avatar
      schrieb am 21.02.12 16:45:00
      Beitrag Nr. 130 ()
      Copper Market Deficit Seen Running through 2012

      By Philip Burgert
      February 11, 2011
      http://www.resourceinvestor.com/2011/02/11/copper-mart-defic…
      Avatar
      schrieb am 21.02.12 17:20:51
      Beitrag Nr. 131 ()
      5 Copper Takeover Targets In 2012

      February 19th, 2012
      http://stockcroc.com/2012/02/19/5-copper-takeover-targets-in…
      Avatar
      schrieb am 21.02.12 17:30:00
      Beitrag Nr. 132 ()
      Comex Copper Futures Rally On Greece, China

      The Wall Street Journal
      February 21, 2012, 9:27 A.M. ET.
      http://online.wsj.com/article/BT-CO-20120221-710196.html
      Avatar
      schrieb am 22.02.12 15:50:00
      Beitrag Nr. 133 ()
      Chile Collahuasi Copper Mine Halts Operations On Fatal Accident

      Datum : 21/02/2012 @ 19h28
      Quelle : Dow Jones News
      http://de.advfn.com/news_UPDATE-Chile-Collahuasi-Copper-Mine…
      Avatar
      schrieb am 22.02.12 16:00:02
      Beitrag Nr. 134 ()
      Chile Collahuasi Copper Mine Resumes Operations After Fatal Accident

      SANTIAGO, Feb 22, 2012 (Dow Jones Commodities News via Comtex)http://news.tradingcharts.com/futures/2/9/173950992.html" target="_blank" rel="nofollow ugc noopener">
      http://news.tradingcharts.com/futures/2/9/173950992.html
      Avatar
      schrieb am 22.02.12 16:15:00
      Beitrag Nr. 135 ()
      UOB Bullish On Copper; Tips $8,990/Ton Average In 2012

      (Dow Jones) 22 Feb, 04:11 GMT

      UOB KayHian gives a bullish outlook for copper prices, which it says will average $8,990 a metric ton in 2012 due to a softer USD, recovering Chinese demand and tightening supply of copper concentrates amid falling ore grades and project delays.

      The house says in a report that, "China's demand recovery and sustainability should be supported by the Chinese government's selected monetary easing policies, an energy efficiency campaign and underlying demand from the growing construction, power and transportation sectors."

      These factors will help drive copper demand, while prices will benefit from a softer USD as the U.S. maintains its accommodative monetary policy.

      Still, UOB warns that copper could face downside risks from further deterioration in the euro-zone debt crisis, slower-than-expected Chinese growth or faster-than-expected supply growth.

      Three-month copper is trading at $8,454.50 a metric ton, up 0.1% from its previous settlement and 11.2% higher since the start of the year.

      Source: Dow Jones Newswire

      http://investideas.net/forum/viewtopic.php?f=33&t=19&p=14121…
      Avatar
      schrieb am 27.02.12 15:30:31
      Beitrag Nr. 136 ()
      Copper traders bullish about higher demand

      Nicholas Larkin Bloomberg News | Posted: Sunday, February 26, 2012 12:00 am
      http://azstarnet.com/business/local/copper-traders-bullish-a…
      Avatar
      schrieb am 27.02.12 15:40:41
      Beitrag Nr. 137 ()
      DJ Zambia Chibuluma Copper Mine: 3-day Stoppage Cost $1.2 Mln

      LUSAKA, Zambia, Feb 27, 2012 (Dow Jones Commodities News via Comtex) --
      http://futures.tradingcharts.com/news/futures/DJ_Zambia_Chib…
      Avatar
      schrieb am 27.02.12 15:50:02
      Beitrag Nr. 138 ()
      WSJ: China Tightens Energy-Saving Goals for Some Industries

      02/27/2012 5:08 AM ET
      http://investing.businessweek.com/research/sectorandindustry…
      Avatar
      schrieb am 27.02.12 16:00:02
      Beitrag Nr. 139 ()
      China Tightens Energy-Saving Goals for Some Industries

      BUSINESS | FEBRUARY 27, 2012, 9:43 A.M. ET
      http://online.wsj.com/article/SB1000142405297020465360457724…
      Avatar
      schrieb am 27.02.12 16:10:04
      Beitrag Nr. 140 ()
      WSJ: China Tightens Energy-Saving Goals for Some Industries

      Dow Jones and Company, Inc. 02/27/2012 5:08 AM ET

      BEIJING-China is calling for energy-intensive industries such as steel and textile manufacturing to reduce their energy consumption more sharply compared with targets set last year, in a move intended to help cull obsolete capacity and contribute to efforts to reduce its carbon footprint.

      The move comes as China faces pressure both at home and abroad to curb its dependence on fossil fuels such as oil and coal, as well as its rising greenhouse-gas emissions, amid estimates that it will likely miss emissions goals it had set for last year.

      China, the world's largest emitter of greenhouse gases, has refused binding targets at multinational climate talks on mandating greenhouse-gas emission cuts. Instead, the government adopts a voluntary program aimed at reducing the amount of energy required to produce a unit of economic output.

      If met, the targets would make the Chinese economy more energy-efficient, though total emissions could still rise as the economy grows. In the past, China has sought to control emissions among metal smelters by imposing a moratorium on new capacity, conducting a name-and-shame campaign to force inefficient furnaces to shut and providing financial support to accelerate mergers as a capacity- cutting measure.

      Industries identified as energy guzzlers, including steel and nonferrous metal producers, must reduce energy intensity-the amount of energy needed to produce a unit of gross domestic product-by about one-fifth by 2015 compared with average energy intensity in 2010, the Ministry of Industry and Information Technology said Monday. This marks an upward revision from a 16% target set last year.

      Steel, petrochemical and nonferrous metals producers were given a specific reduction target of 18%, while the chemical industry must meet a 20% reduction, the machinery industry a 22% reduction and textile industry a 20% reduction, among others.

      China had aimed last year to cut energy intensity by 3.5% compared with 2010, according to Zhao Jiarong, deputy secretary-general and director of resource conservation and environmental protection for the National Development and Reform Commission, China's top economic planning body. The government's target also included cutting pollutant emissions, including sulfur dioxide and nitrogen dioxide, by 1.5% over last year.

      In the first three quarters of the year, China's energy intensity fell just 1.6%, and pollutant emissions were reduced by less than 1% in the first half of 2011, Ms. Zhao said.

      Though the new targets are expected to weigh on corporate bottom lines, they aren't expected to be overly onerous, as the government will likely provide assistance to soften the blow.

      "Particularly when it comes to state-owned companies, which are the main targets of these rules, the government will usually provide some ways to help them implement the requirements, such as credit lines to help these companies develop energy-efficient capacity," said Jim Lin, a steel analyst with the Beijing-based CRU Group consultancy.

      The measures also called for accelerating the elimination of obsolete smelting capacity for steel, iron, aluminum, copper, lead and zinc, though the policy plan didn't specify how this would be achieved.

      The blueprint published on the ministry's website also called for the ministry to support the establishment of "energy management centers" for an unspecified " batch" of aluminum, copper and lead-zinc smelters that would evaluate and control energy use within the 2011-2015 timeframe.

      http://investing.businessweek.com/research/sectorandindustry…
      Avatar
      schrieb am 28.02.12 16:44:59
      Beitrag Nr. 141 ()
      Copper hits two-week high on ECB injection

      Tue Feb 28, 2012 10:18am EST
      http://www.reuters.com/article/2012/02/28/markets-metals-idU…
      Avatar
      schrieb am 01.03.12 17:10:51
      Beitrag Nr. 142 ()
      Avatar
      schrieb am 27.03.12 17:44:59
      Beitrag Nr. 143 ()
      Paragon Report:

      Global Stockpiles of Copper at Lowest Levels in Three Years

      NEW YORK, NY--(Marketwire -03/27/12)
      http://finance.yahoo.com/news/global-stockpiles-copper-lowes…
      Avatar
      schrieb am 27.03.12 17:50:00
      Beitrag Nr. 144 ()
      METALS-Copper surges after Bernanke sparks risk-on rally

      Mon Mar 26, 2012 2:56pm EDT

      * U.S. needs faster growth to lower jobless rate: Bernanke
      * LME copper stocks fall; stand at 4.5 days of global demand
      * Euro hits three-week highs vs. dollar
      * Coming up: U.S. Consumer Confidence data for March on Tuesday

      http://www.reuters.com/article/2012/03/26/markets-metals-idU…
      Avatar
      schrieb am 03.04.12 13:10:00
      Beitrag Nr. 145 ()
      Copper May Outshine Gold In 2012: 4 Stocks To Benefit

      April 2, 2012 | by: Stanley Barton | includes: CCIX, FCX, ORVMF.PK, RVMhttp://seekingalpha.com/article/473201-copper-may-outshine-g…
      Avatar
      schrieb am 03.04.12 13:59:59
      Beitrag Nr. 146 ()
      Chinese Investors Keen on Copper, Coal Assets Abroad in 2012

      Tue, Apr 3, 2012 | Post by Karan Kumar
      http://resourceinvestingnews.com/34149-chinese-investors-kee…
      Avatar
      schrieb am 16.04.12 12:11:10
      Beitrag Nr. 147 ()
      Hallo,

      wie investiert ihr in Metalle? - vermutlich über Zertifikate, Futures, Optionsscheine, ETC, etc…

      für mich sind diese Produkte zu abstrakt u. relativ riskant (Emmitentenrisiko, Rollverluste, Gebühren, etc.)

      Ich hab mir 2009 5 Tonnen Kupfer beim Schrotthändler gekauft u. in die Garage gestellt. Nimmt gar nicht so viel Platz weg. Ich überleg nun diese zu verkaufen, der Kurs hat sich schließlich schon verdoppelt u. ich hab keine Rollverluste od. so…

      was haltet ihr davon?
      Avatar
      schrieb am 26.04.12 09:43:22
      Beitrag Nr. 148 ()
      gute idee der preis wird nicht mehr sooo stark ansteigen...
      Avatar
      schrieb am 16.05.12 00:41:05
      Beitrag Nr. 149 ()
      Codelco-CFO: Kupferpreise bleiben in 2012 stark

      von Christian Hoyer
      Dienstag 15.05.2012, 19:58 Uhr

      New York (BoerseGo.de) - Nach der Einschätzung von Thomas Keller, dem CFO des weltweit größten Kupferherstellers Codelco, werden die weltweiten Kupferpreise in diesem Jahr stark bleiben. Der chilenische weltweit größte Kupferhersteller produziert im Jahr etwa 1,7 Millionen Tonnen. "Wir sind langfristig immer noch optimistisch für die Kupferpreise", so Keller. Er sagte weiter, dass der Großteil der Volatilität bei den Kupferpreisen als Reaktion auf die Entwicklungen in Europa zu sehen sei.

      Er wiederholte seine Einschätzung, dass das fundamentale Umfeld für den Kupfermarkt weiterhin solide sei, wobei die Nachfrage nach dem Industriemetall das Angebot übersteige. Was die Kupferproduktion von Codelco angeht, rechnet er für dieses Jahr mit einem Volumen von 1,7 Millionen Tonnen in diesem Jahr nach 1,735 Millionen Tonnen im Vorjahr.

      http://www.godmode-trader.de/nachricht/Codelco-CFO-Kupferpre…
      Avatar
      schrieb am 17.05.12 14:32:11
      Beitrag Nr. 150 ()
      Freeport-McMoran expects China demand to boost copper projects May

      metalbulletin.com | 16, 2012 - 06:03 GMT
      http://www.metalbulletin.com/Article/3029462/Minor-and-preci…
      Avatar
      schrieb am 17.05.12 14:45:00
      Beitrag Nr. 151 ()
      Freeport sees Chinese demand boosting copper

      By Steve James, May 15 (Reuters)
      https://customers.reuters.com/community/newsletters/metals/I…
      Avatar
      schrieb am 17.05.12 14:59:41
      Beitrag Nr. 152 ()
      Big jump in Chinese copper demand expected

      http://www.reuters.com/article/2012/05/15/freeport-idUSL1E8G…
      Avatar
      schrieb am 26.05.12 17:33:34
      Beitrag Nr. 153 ()
      Kupfer-Lagerbestand auf 3-Jahres-Tief.

      Weltuntergang oder Einstiegschance??:rolleyes:


      Avatar
      schrieb am 26.05.12 18:16:52
      Beitrag Nr. 154 ()
      kann schon sein das Kupfer jetzt noch weiter hoch geht, JP Morgan will ja angeblich auch einen Mega Kupfer-ETF mit physischem Kupfer auflegen.

      Aber - der Kupferpreis ist nicht auf Allzeittief u. Investoren müssen erstmal gefunden werden.

      Für mich ist der Kurs viel zu hoch um sicher Gewinn zu machen...
      1 Antwort
      Avatar
      schrieb am 29.05.12 01:00:01
      Beitrag Nr. 155 ()
      Antwort auf Beitrag Nr.: 43.214.680 von atze50 am 26.05.12 18:16:52Wie dem auch sei:
      Die "grossen Nummern" im Rohstoffgeschäft erhöhen weiterhin ihre Beteiligungen im Kupferbereich!! ;)

      22.05.2012 | 14:25

      "Glencore erwirbt indirekt die Mehrheit am Kupferförderer Mutanda"

      http://www.finanznachrichten.de/nachrichten-2012-05/23598321…" target="_blank" rel="nofollow ugc noopener">http://www.finanznachrichten.de/nachrichten-2012-05/23598321…
      Avatar
      schrieb am 29.05.12 13:30:00
      Beitrag Nr. 156 ()
      Copper up on China stimulus plan, euro zone woes limit gains

      Tue May 29, 2012 8:16am GMT
      http://af.reuters.com/article/commoditiesNews/idAFL4E8GT0YC2…
      Avatar
      schrieb am 29.05.12 13:40:00
      Beitrag Nr. 157 ()
      Copper traders extend bearish streak as prices drop

      Monday, 28 May 2012
      http://www.steelguru.com/metals_news/Copper_traders_extend_b…
      Avatar
      schrieb am 26.06.12 12:24:45
      Beitrag Nr. 158 ()
      hi Videomart,

      nun sidn wir schon bei 7300 angekommen aber alle indikatoren ( klagerbestände etc ) stehen gut....wie sieht deine einschätzung hier aus....
      Avatar
      schrieb am 26.06.12 13:23:43
      Beitrag Nr. 159 ()
      noch viel zu teuer…

      bei 3.000,- könnte man mal drüber nachdenken...
      Avatar
      schrieb am 28.06.12 15:52:13
      Beitrag Nr. 160 ()
      3000 ??? dann haben wir eine weltkriese und keiner kauft ehr was...dann besorg dir ne waffe und ein Feld !!
      Avatar
      schrieb am 29.06.13 15:23:03
      Beitrag Nr. 161 ()
      Gerade eine heikle Situation für Kupfer, hmm.. ?
      Avatar
      schrieb am 09.08.13 23:04:53
      Beitrag Nr. 162 ()
      Ne, gar nicht denke 7.5 oder gar 7.8 ist drin.....
      Kupfer ist ein geiler Indikator
      Avatar
      schrieb am 31.03.14 22:15:58
      Beitrag Nr. 163 ()
      prinzipiell bullishes Ereignis, in einem generell denke ich aber eher negativ beeinflusstem/überwiegendem Umfeld.

      Copper output @Chile's Codelco drops to 5yr low, in 2013 - MW/CMR/R, SANTIAGO - Mar 28, 2014
      www.miningweekly.com/article/copper-output-at-chiles-codelco…

      "World No 1 copper producer Codelco's output fell to a five-year low and its profit dropped by half in 2013 as dwindling ore grades and lower metal prices hit the state-owned Chilean miner.

      The company produced roughly 1.62-million tonnes of the red metal last year, a 1.5% drop from 2012 due to lower ore grades, harder rock and trickier production in deeper deposits.

      That number, which excludes Codelco's stakes in the El Abra and Anglo Sur deposits, was its lowest production figure since 2008, when it mined roughly 1.47-million tonnes of copper.

      "This is due to production falls at the Chuquicamata, Radomiro Tomic, Salvador, Andina and Gabriela Mistral (mines), which was partially compensated by an 8% increase at the El Teniente (mine,)" Codelco said in a statement on Friday.

      Factoring in the miner's shares in the El Abra and Anglo Sur deposits, total production rose 2% from 2012 to 1.79-million tonnes last year.

      The production fall highlights the challenge Codelco faces at its aging deposits, where sinking ore grades threaten to slash copper exports in the next few years unless the mines are revamped.

      "In general terms and without going into details... (in 2014) we of course aim to top last year's production, at least in aggregate terms," CEO Thomas Keller said as he presented the results in Santiago.


      PROFIT DROPS, COST CONTROL IMPROVES

      Before tax and extraordinary items, Codelco's profit halved to $3.89-billion due to an unusually high comparison base with 2012, lower copper prices and higher sales costs.

      Red metal prices shed around 7% in 2013.

      Because Codelco hands its funds over to the state, falling profits essentially mean less money for Chile's government, just at a time when citizens are clamouring for improved education, health care and pensions.

      At the same time, Codelco is struggling as it tries to finance an ambitious multi-year investment plan, estimated to cost about $30-billion, after the government awarded the company less money than the company had hoped for last year.

      "Pushing forward with our key projects continues to be a priority... as does finding financing for them," Keller said.

      Codelco, however, showed progress in 2013 in containing costs, a major headache for miners in Chile, the world's biggest copper producer. Direct cash costs last year fell 0.3% to roughly $1.63/lb of copper, helped by lower power prices.

      "The best way we can contribute to facing potentially lower copper prices is reducing our costs by being more efficient," Keller said. "
      Avatar
      schrieb am 01.04.14 08:47:04
      Beitrag Nr. 164 ()
      Kupfer ist ja ziemlich unter die Räder gekommen. Bislang galt der Kupferpreis ja immer als guter Indikator für die Weltkonjunktur - bei diesem Absturz würde dies ja nichts gutes verheißen. Auf der anderen Seite wurde ja viel darüber berichtet, dass der Absturz des Preises in Zusammenhang mit Kupfer als Kreditsicherheit in China in Zusammenhang steht, was den Preis als Konjunkturindikator ungeeignet erscheinen ließe. Man neigt ja gerne dazu eine passende Begründung zu finden und schnell werden alte Regeln außer Kraft gesetzt. Wie seht ihr das? Mehr als ne passable Gegenbewegung traue ich daher Kupfer nicht zu...und wenn Kupfer seine Rolle als Konjunkturindikator behält, dürfte es an den Börsen der Industrieländer bald fürchterlich rappeln...;)
      1 Antwort
      Avatar
      schrieb am 03.04.14 09:03:18
      Beitrag Nr. 165 ()
      eher vorübergehendes Ereignis.

      8.2 earthquake rattles Chile’s mining hub, ports; World prices for copper jumped, as the quake in the world's No.1 producer raised supply concerns - M.com - Apr 2, 2014

      - C. Jamasmie -
      www.mining.com/8-2-earthquake-rattles-chiles-mining-hub-port…

      "

      - Photo courtesy of Iquique-based reporter, Rodrigo Astudillo -


      Authorities lifted tsunami warnings for Chile's long coastline early Wednesday after a massive earthquake of magnitude 8.2 struck off the northern coast of the country on Tuesday night, causing six deaths and triggering a tsunami that pounded the shore with two-metre-tall waves.

      According to data from the U.S. Geological Survey, the quake’s centre was located at 20.1 km below the seabed and struck about 100 km northwest of the mining port of Iquique, near the border with Peru.

      State-owned copper giant Codelco and other major producers of the red metal said their workers suffered no harm and that operations in the area are being carried out as usual. Yet, Anglo American (LON:AAL) and Glencore Xstrata (LON:GLEN) decided to evacuate employees at their massive Collahuasi mine, so they could be with their families, and BHP Billiton (ASX:BHP) vacated its Coloso port, which handles ore from Escondida, the world’s largest copper mine.




      The quake-struck area had been on high alert in recent weeks after an unusual number of tremors. A series of aftershocks further frayed nerves in the early hours of Wednesday, despite Chileans tend to react calmly to these events. They are unfortunately used to earthquakes: three of the 10 largest ever recorded have been in the copper-rich country.




      World prices for the red metal jumped as the quake raised supply concerns because most copper mines are in the northern regions.

      Three-month copper contract on the London Metal Exchange went up by more than 1% to $6,728.75 a metric ton, the highest since March 10. More recently the metal had slipped back to $6,692 a ton. Aluminum prices tracked copper, rising 1% on the day to $1,814.25 a ton.

      Later in the day, the industrial metal pulled back to stand at $6,697.75 in London.

      See here how some Chileans reacted during the earthquake:

      "
      Avatar
      schrieb am 08.04.14 11:54:15
      Beitrag Nr. 166 ()
      Antwort auf Beitrag Nr.: 46.742.549 von Sweetbull am 01.04.14 08:47:04Wenn ich mir aktuell die Nasdaq und weitere Aktienindizes anschaue könnte man durchaus daraus schließen, dass Kupfer seine Eigenschaft als Konjunkturindikator beibehalten hat und dies mit Vorlauf angezeigt hat. Mal sehen wie lange die Erholung bei Kupfer noch geht. Die Indikatoren sehen noch ganz gut aus.
      Avatar
      schrieb am 09.04.14 19:28:36
      Beitrag Nr. 167 ()
      Study: Copper surplus "likely to push price down, to $2.75/pound"; The closely-watched Thomson Reuters GFMS annual copper survey "paints a grim picture for the copper price in 2014, +beyond" - M.com - Apr 8, 2014

      - F. Els -
      www.mining.com/study-copper-surplus-likely-to-push-price-dow…

      "After a 9% drop in the price during 2013 and a double digit decline so far this year, the outlook for copper just got a little bit darker still.

      The closely-watched Thomson Reuters GFMS Copper Survey launched during the industry's biggest annual event, CESCO Week in Santiago Chile, forecasts a period of surpluses as global mine supply ramps up.

      The annual average price is expected to fall below $7,000/tonne in 2014 for the first time since 2009, with a test of the $6,000/tonne level deemed likely over the second half.

      The copper market mostly balanced in 2013 despite global mine production rising by 8% to 17.8 million tonnes, its fastest pace in over a decade thanks to marked expansion top producer Chile and the Democratic Republic of Congo.

      Had it not been for robust demand growth, a tight scrap market and delays in processing concentrate into refined metal, a surplus would've been created according to the study.


      Global copper consumption rose 4% in 2013, up from zero growth in 2012 and the fastest since 2010. The jump was mostly due to China where demand growth came in at 9% in 2013 from 4% in 2012.

      GFMS said stockpiling of refined metal within China towards the end of last year also helped put a floor under prices.

      More recent concerns surrounding slowing Chinese growth and the sustainability of the copper financing trade saw prices weaken further to near-four year lows in mid-March 2014.

      Rob Smith, Senior Base Metals Analyst from the GFMS team at Thomson Reuters, said "whilst many commodities markets have been on the back foot of late, the copper market has been particularly susceptible to weakness given its heightened exposure to the Chinese market, through both traditional end-use demand as well as finance-related routes."

      Mine output is expected to continue to rise, keeping the market in surplus over the medium term, although rising capital costs, easing prices and a shift in mindset among mining companies towards one of constraint "could lay the foundations for renewed tightness later in the decade."


      Global exchange inventories fell by 83,000 tonnes in 2013, with drawdowns concentrated in the second half. This compares with Thomson Reuters estimated market surplus of 49,000 tonnes last year.

      The apparent mismatch is attributed to a shifting of material to off-exchange locations within China over late 2013, a trend that continued into early 2014, according to the study.

      Indeed, Shanghai bonded warehouse stocks have increased over recent months, reversing the drawdowns that took place during early and mid-2013, whilst material is also believed to have accumulated at other coastal cities.

      A key factor leading to this stock shift has been the ongoing demand for copper for financing purposes, concerns over the sustainability of which contributed to a sharp sell-off in copper prices in mid-March.


      Although Thomson Reuters see the most likely scenario as a continuation of such activities, albeit likely on a smaller scale than previously, such worries have added to the downside risks facing the copper market in light of prospects for improved metal availability going forward. "
      Avatar
      schrieb am 02.05.14 06:32:57
      Beitrag Nr. 168 ()
      Copper price extends rally, as Beijing catches hedge funds short, Copper's the only commodity in a net short position. With news China is adding to strategic stockpiles, hedge funds are scrambling to find 375.000.000 pounds they don't have
      www.mining.com/copper-price-extends-rally-as-beijing-catches…
      Avatar
      schrieb am 13.07.14 15:53:07
      Beitrag Nr. 169 ()
      Was meint ihr, wird Kupfer weiter steigen?
      Prognosen sehen eher ungünstig aus. FED fährt Anleihekäufe zurück, US Wirtschaft könnte wieder ins Stcoekn geraten.
      China sind noch abhängig von den USA, haben riesige Kupferbestände und einige Sorgen mit ihren Krediten im Land.
      EU krankelt wieder mit Euro-Schuldenkrise herum.

      Geht ihr von weiter steigenden Kursen aus und warum bzw. warum nicht?
      Avatar
      schrieb am 15.08.14 23:51:43
      Beitrag Nr. 170 ()
      Former Chilean president slams Codelco’s governance, calls for greater autonomy
      www.mining.com/former-chilean-president-slams-codelcos-gover…

      "Former Chilean president Ricardo Lagos (2000-2006) has called for a more independent Codelco, the state-owned copper company that is the world’s No.1 producer of the industrial metal.

      Speaking at the 30-year anniversary of local mining think tank Cesco, Lagos said the miner’s corporate governance should be similar to that of the country’s central bank, La Segunda reports (in Spanish).

      Chile’s monetary authority has its own legal framework and The President is responsible for appointing its five directors for a 10-year period, with the consent of the senate.

      A nine-member board currently rules Codelco, with of three of the directors named by the President, four selected from a shortlist provided by the senior public management council, and two workers' representatives.

      "If you compare Codelco's current corporate structure to that of the central bank, the degrees of autonomy are clearly different, which is based on the importance the company plays in the country's public finances," Lagos was quoted as saying.


      Budget battles

      As a state-owned company, Codelco has often been in a tug-of-war with the government over its investment budget. Of about $100bn in profits that Codelco has transferred to the state since it was nationalized in 1971, only $4bn has been returned back to the miner.

      But earlier this month Michelle Bachelet’s government announced its decision to invest up to $4 billion in the miner to 2018, with Codelco receiving around $3 billion via treasury-issued debt and close to $1 billion from returned profits.

      While Lagos praised the move, aimed to help the company finance its massive investment program, he called the newly elected authorities to be “extremely responsible in the task they have in front of them.”

      He said it is vital to grant Codelco greater control of its own future, especially when it comes to setting budgets.

      He sees it as a key part of the firm's ambitious investment strategy, which in the next stage will plow $25 billion to overhaul older mines with depleted ore grades and launch new projects by 2018.

      "I know it's hard, I have been President before, but we must push for an autonomous board in our copper miner,” he concluded.

      Copper accounts for 60% of Chile's exports and 15% of gross domestic product."
      Avatar
      schrieb am 28.08.14 14:56:32
      Beitrag Nr. 171 ()
      Zambian Government considers relaxing rules, on copper exports
      www.mining-technology.com/news/newszambian-government-consid…

      "The Zambian Government plans to relax its copper exports tax rule, as it requires mining firms to provide certificates from importing countries, the country's Finance Minister Alexander Chikwanda has said.

      In addition, the government is also planning to repay the $600m in value added tax (VAT) it withheld from copper mining firms unable produce import certificates.

      Zambia introduced the tax rule with the aim of improving revenue collections from the mining industry, which contributed only 18.8% to the country's total revenues last year.
      "[The] government has a duty to revisit practices which impinge negatively on the efficient functioning of the economy. The mining sector is critical to the economy."

      The government alleged that mining firms have taken advantage of the Zambia Revenue Authority (ZRA) when it did not collect enough tax from them in 2013.

      Zambia Finance Minister Alexander Chikwanda had earlier said: "The delays on the refunds is largely on account of the rule requiring among other things, documentation from importers outside our country's jurisdiction.

      "[The] government has a duty to revisit practices which impinge negatively on the efficient functioning of the economy. The mining sector is critical to the economy."

      The new tax rule has affected companies such as First Quantum Minerals, Vedanta Resources, Barrick Gold and Glencore Xstrata, which invested approximately $6bn in the country since the onset of mining boom, which was highest in 2011.

      However, mining companies have responded that it is not possible for them to produce import certificates as their minerals are sold to trading companies that sell the products to multiple clients.

      Zambia's copper production rose by 16% to 559,117t this year, from 900,000t in 2013. "
      Avatar
      schrieb am 28.08.14 15:41:32
      Beitrag Nr. 172 ()
      Chinese investment 'to make Peru world’s 2nd-largest copper producer'
      www.mining.com/chinese-investment-to-make-peru-worlds-second…

      "

      - The biggest push came from China Minmetals’ MMG subsidiary in July, with its $7 billion acquisition of Glencore’s flagship Las Bambas project. -


      A $20 billion pipeline of China-backed mining projects in Peru is set to place the country back in the second position among the world’s largest copper producers by 2016.

      The biggest push came from China Minmetals’ MMG subsidiary last month, with its $7 billion acquisition of Glencore’s (LON:GLEN) flagship Las Bambas copper project, in the southern part of the country.

      According to FT.com (subs. required) that meant that Chinese backers are now behind one-third of all Peru’s new mining investments by value, officially estimated at $61 billion (in Spanish).

      Ironically, by investing in Peru, Asian capitals are helping the nation take over China as the world’s No. 2 producer of the red metal, a title the South American country lost in 2012.

      Currently China’s output stands at about 1.6 million tonnes per year, well below the nearly 5.8 million annual tonnes produced by Chile, the world’s leader, based on data provided by CRU Consulting earlier this year.



      - Courtesy of: GFMS Copper Survey 2014. -


      Peru’s energy and mining minister, Eleodoro Mayorga Alba, has repeatedly said the country’s total production will hit 2.8 million tonnes in 2016, up from 1.4 million tonnes in 2013. This, thanks major projects slated to begin operations by or during that year.

      Freeport-McMoRan’s (NYSE:FCX) Cerro Verde’s $4.6bn expansion: Scheduled for completion during the first quarter of 2016, with initial production to begin next year;

      Southern Copper’s (NYSE, LON:SCCO) $1bn Tía María mine, near Arequipa, which received final approval earlier this month, after being halted for almost three years due to opposition from nearby communities concerned about the mine’s use of water;

      Chinalco’s (HKG: 3668) $4.82bn Toromocho copper mine, currently undergoing an expansion;

      Minmetals and Jiangxi’s $2.5bn El Galeno, a copper, gold and silver project.

      Other Chinese mining investments in Peru include a $1.5bn expansion of iron ore mine by Shougang Hierro Peru in Marcona, and Jinzhao Mining’s planned $3.28bn investment in Pampa de Pongo, also an iron ore mine. "
      Avatar
      schrieb am 30.08.14 15:39:19
      Beitrag Nr. 173 ()
      Codelco output rises, but lower copper price eats into profit
      www.miningweekly.com/article/codelco-output-rises-but-lower-…

      " SANTIAGO – Codelco, the world's No 1 copper producer, on Friday reported a rise in its first-half production, largely due to the contribution of a new mine, but a slide in the market price of copper metal eroded profits.

      The Chilean state-run company said it produced 788 000 t of copper in the January to June period, a 4% rise from 2013.

      Improved ore grades and volumes at century-old Chuquicamata boosted production 26 000 t, while new mine Ministro Hales contributed 66 000 t despite some start-up problems.

      Production fell at some mines, notably Radomiro Tomic, which is looking to use new bioleaching technology to address falling volumes as ore grades diminish.

      Despite the rise in production, pre-tax profit dropped 27% in the first half to $1.3-billion, as the average copper price in the period fell around 8% to $3.14/lb, Codelco said.

      Concerns about lower demand in key buyer China and geopolitical tensions have weighed on the global copper price this year.

      Codelco said it expects demand to stabilise eventually.

      "In the long term, we don't see substantial changes in the copper market fundamentals and we expect it to remain relatively favourable," Ivan Arriagada, CFO, said at a press conference following the results.

      A short-term boost in global supply was likely to be absorbed relatively quickly, he added.

      The company produces about 10% of the world's copper and nearly a third of Chile's. Overall production in the Andean country should hit a record six-million tonnes this year, the head of the SONAMI mining association said on Thursday.

      Nonetheless, Codelco needs to revamp its older mines to keep them competitive and is looking to spend billions of dollars in an ambitious multi-year investment plan. That will be partly financed by the government, which has promised $4-billion over the next five years, and partly through Codelco's own debt.

      "If there is a good opportunity in rates terms we will go to the debt market in the next 12 months, as we have done in the past," Arriagada said.

      Codelco said its direct cash costs in the first half were some 8 percent lower than a year ago at $1.58/lb of copper. The company is in the middle of a cost-cutting program, and Arriagada said on Friday that it was in good shape to meet or exceed its $600-million two-year savings target.

      Edited by: Creamer Media Reporter "
      Avatar
      schrieb am 31.08.14 10:23:36
      Beitrag Nr. 174 ()
      Mit welchen Kupferproduzenten wäre man derzeit am besten dran. Ist es überhaupt gut einen Kupferproduzenten zu kaufen.

      Ich hielt einige Monate Freeport, verkaufte sie bei knapp 29, nun tingeln sie bei 27,50€ rum, scheint günstig zu sein. Vor allem wenn man bedenkt, das Freeport auch Öl, Gold und Moly... produziert.
      1 Antwort
      Avatar
      schrieb am 23.09.14 12:22:23
      Beitrag Nr. 175 ()
      Thousands of workers begin strike @world’s biggest copper mine, Close to 2,800 miners @Chile's Escondida mine, jointly owned by BHP Billiton +Rio Tinto, did not show up for work Monday morning, iddling a 1,200,000 tonnes/year operation
      www.mining.com/thousands-of-workers-begin-strike-at-worlds-b…

      "

      - Escondida pit at night. (Source: BHP Billiton) -


      Close to 2,800 miners at Chile's Escondida, the world's biggest copper mine, began a 24-hour “warning” strike on Monday morning as they seek to negotiate better working conditions, Publimetro reports (in Spanish).

      Workers belonging to the Sindicato No. 1 union said if talks with the mine owners, BHP Billiton (ASX:BHP) and Rio Tinto (LON:RIO), don’t bear fruit, they’ll stage an indefinite stoppage beginning Wednesday morning.

      The 1.2 million tonnes a year operation, located in Chile's Atacama Desert, also provides around 1,900 contract workers with full time jobs.

      The news did not affect the red metal prices. London copper futures, in fact, fell to their weakest level in months

      The news did not affect the red metal prices. London copper futures, in fact, fell to their weakest level in months, losing 1.46% to trade at $6,735 a tonne by 0648 GMT. Earlier they had fallen falling to $6,722.50, the lowest since June.

      So far this year copper prices have tumbled more than 8%.

      Escondida’s Sindicato No. 1 union carried out a similar 24-hour stoppage over pay and conditions last year. That dispute was quickly settled, but during a two-week strike in the summer of 2011 output of more than 40,000 tonnes of copper was lost, forcing operator BHP to declare force majeure.

      News of the strike comes not long after BHP said the mine could substantially increase total output next year to 1.27 million tonnes.

      The mine which also produces gold and silver as by-products plays a key role in the Chilean economy, accounting for about for 2.5% of the country's gross domestic product. According to Rio Tinto’s website, in 2012 the mine generated 5% of global copper production and around 15% of the South American nation output. "
      Avatar
      schrieb am 23.09.14 12:25:31
      Beitrag Nr. 176 ()
      Newmont gets permit to restart Indonesia copper exports this week, The announcement marks the end of a long-dragged dispute between the Colorado-based miner +Southeast Asian nation
      www.mining.com/newmont-gets-permit-to-restart-indonesia-copp…

      "

      - Newmont's Batu Hijau copper and gold mine. (Image from archives) -


      Newmont Mining (NYSE:NEM) said Monday it has received a permit from the Indonesian government to restart ore shipments, with copper concentrate exports likely to resume this week.

      The US copper and gold miner agreed earlier this month to pay an increased export tax. The other points agreed in the renegotiations include royalties, size of mining and exploration area, domestic processing and divestment obligations and possible mining contract extension.

      The company also said it will provide a $25 million assurance bond to demonstrate its support for smelter development in Indonesia, which is pushing companies to refine mineral products domestically, part of a drive to build up the country's value-added economy.

      The announcement marks the end of a long-dragged dispute between the Colorado-based miner and Indonesia over an export tax imposed in January that the firm said conflicted with its mining contract. The company declared force majeure at its Batu Hijau copper and gold mine in June and filed for international arbitration in July, withdrawing a month later.

      “For the more than 8,000 employees and contractors at Batu Hijau and their families, the resumption of operations marks an important milestone in restoring their livelihoods, as well as supporting the economy of the Sumbawa Barat region,” Martiono Hadianto the president director for Newmont's subsidiary in the Southeast Asian nation, said in a statement.

      The Batu Hijau mine, on the island of Sumbawa Barat, began its operations in 2000. The company had forecasted copper concentrate output for 2014 at 110,000-125,000 tonnes before the new export rules. "
      1 Antwort
      Avatar
      schrieb am 23.09.14 20:18:17
      Beitrag Nr. 177 ()
      Bin bei Freeport rein. Sind derzeit supergünstig. 25,60 € nun, ja, hoffe das der Kupferpreis konstant bleibt. Dann rechnet es sich alle mal. Wird aber in den nächsten Monaten ruppig werden an den Finanzmärkten. USA will Zinsen erhöhen, EZB so belassen, wird zu Umschichtungen führen, dies könnte Auswirkungen auf Konjunktur haben.
      Avatar
      schrieb am 24.09.14 07:01:30
      Beitrag Nr. 178 ()
      Antwort auf Beitrag Nr.: 47.654.601 von henri720 am 31.08.14 10:23:36
      Zitat von henri720: Mit welchen Kupferproduzenten wäre man derzeit am besten dran. Ist es überhaupt gut einen Kupferproduzenten zu kaufen.

      Ich hielt einige Monate Freeport, verkaufte sie bei knapp 29, nun tingeln sie bei 27,50€ rum, scheint günstig zu sein. Vor allem wenn man bedenkt, das Freeport auch Öl, Gold und Moly... produziert.



      Hallo Henry,

      Also ich kann es Dir nicht sagen.
      Bei Freeport McRoan meine ich aber gehört zu haben dass sie auf einem ziiiemlichem Berg Schulden sitzen.

      Gruß
      P.
      Avatar
      schrieb am 24.09.14 10:17:03
      Beitrag Nr. 179 ()
      Leider ja, Freeport McRoan hat ca. 40 Mrd. Dollar Schulden, dies sind gemessen am Umsatz von ca. 21 Mrd. $ sehr viel, nur ca. 35% Eigenkapital. Geht aber Rio Tinto oder BHP ähnlich, sind auch nur bei knapp 50%. Für Bergbau eigentlich zu wenig, da sind 60% Eigenkapital fast Pflicht, schon gar in solch Zeiten, wo täglich von Krisen gesprochen wird. Rio Tinto baute auch noch kräftig Eigenkapital ab.
      Freeport baute dagegen in den letzten Jahren je Jahr 3,5 Mrd. Eigenkapital auf, das macht mir Hoffnung, wären dann Jahresende bei knapp 40% Eigenkapital. Werden auch nur die begonnenen Projekte bis nächstes Jahr fertig machen, von neuen Projekten ist derzeit keine Rede. Vielleicht vertickern sie die auch die Gralsmine in Indonesien.
      Ist schon sehr riskant, da hast Du recht. Läuft es die nächsten beiden Jahre so weiter mit den keineswegs hohen Preisen oder gar besser, dann kann man mit Freeport, aber auch mit BHP einen sehr guten Schnitt machen. Die Aktien würden dann kräftig zulegen, haben einen hohen Abschlag wegen des Risikos und dies bei guter Dividende. Um Rio Tinto würde ich einen großen Bogen machen.

      Freeport ist so eine Spekulation auf kaum veränderliche Preise für Kupfer, Gold, Öl. BHP kann man ähnlich sehen, aber für Eisen/Kohle.
      2 Antworten
      Avatar
      schrieb am 24.09.14 10:35:49
      Beitrag Nr. 180 ()
      http://www.finanztreff.de/news/irw-news--freegold-ventures-f…
      "23. September 2014 (Vancouver, BC) - Freegold Ventures Limited (TSX:FVL Frankfurt: FR4N) (Freegold) freut sich bekannt zu geben, dass im Rahmen der vor kurzem durchgeführten geophysikalischen Messungen im Projekt Shorty Creek bedeutende Ladungsanomalien, die mit hohen geochemischen Kupfer-, Gold- und Wismutwerten korrelieren, definiert werden konnten.

      Das Projekt Shorty Creek ist ein Kupfer-Gold-Porphyr-Ziel 100 km nordwestlich von Fairbanks, Alaska, das sich in rund 4 km Entfernung südlich des von International Tower Hill betriebenen Projekts Livengood befindet. Im Zuge früherer Explorationsaktivitäten auf dem Projektgelände wurden bei Bohrungen in geringer Tiefe hohe Gold- und Kupfergehalte sowie Indikatorelemente, die mit einer Gold-Kupfer-Porphyr-Mineralisierung in Verbindung stehen, ermittelt."
      Avatar
      schrieb am 25.09.14 15:17:17
      Beitrag Nr. 181 ()
      Antwort auf Beitrag Nr.: 47.860.178 von henri720 am 24.09.14 10:17:03
      Also ich würde mir vielleicht mal First Quantum Minerals anschauen.

      Die haben meine ich schon seit Jahren ein -füüür Majors- "rasantes" Wachstumsprofil -auch durch Übernahmen-, ich meine nicht so hohe Förderkosten, verdienen auch noch ganz ordentlich, eine, erste, kleine Dividende und noch so einige 'Expansionsprojekte' in der Pipeline, und soweit ich weiss betreiben die auch eine "intensive Satelliten/Farming Politik"((frühes)beteiligen an, kleineren, Firmenm, unm dann gegebenenfalls später, schon, einen Fuss in der Tür zu haben). Bilanziell kann ich nichts genaueres sagen, müsstest Du selber schauen.
      www.first-quantum.com/files/doc_news/NR%2014-27%20-%20Q2%20R…
      http://financials.morningstar.com/ratios/r.html?t=FM®ion=…
      www.first-quantum.com/files/doc_presentations/2014/Presentat…

      Gruß
      P.
      Avatar
      schrieb am 25.09.14 19:45:57
      Beitrag Nr. 182 ()
      Sieht sehr atraktiv aus. Werde sie beobachten.
      Avatar
      schrieb am 29.09.14 14:02:53
      Beitrag Nr. 183 ()
      Antwort auf Beitrag Nr.: 47.851.763 von Popeye82 am 23.09.14 12:25:31
      Open-pit mining suspended after four killed @Freeport Indonesia's copper mine, Freeport-McMoRan Inc temporarily suspended open-pit mining @its Indonesian mine on Saturday, a company statement said, after four people died in an accident @one of the world's biggest copper mines - R, JAKARTA - Sep 27, 2014
      http://af.reuters.com/article/metalsNews/idAFL3N0RS05L201409…
      Avatar
      schrieb am 30.09.14 17:40:39
      Beitrag Nr. 184 ()
      Die Grasberg Mine ist noch das Fundament von Freeport-McMoRan Inc. Zum Glück fiel das Unglück nicht noch schlimmer aus. Läuft in Indonesien nicht mehr rund, dürfen schon seit längerem nicht mehr in den Umfang, wie gewünscht exportieren, daher dürfte der Produktionsstop kaum Auswirkungen haben.
      Avatar
      schrieb am 07.10.14 19:47:06
      Beitrag Nr. 185 ()
      Antwort auf Beitrag Nr.: 47.860.178 von henri720 am 24.09.14 10:17:03
      Zitat von henri720: Leider ja, Freeport McRoan hat ca. 40 Mrd. Dollar Schulden, dies sind gemessen am Umsatz von ca. 21 Mrd. $ sehr viel, nur ca. 35% Eigenkapital. Geht aber Rio Tinto oder BHP ähnlich, sind auch nur bei knapp 50%. Für Bergbau eigentlich zu wenig, da sind 60% Eigenkapital fast Pflicht, schon gar in solch Zeiten, wo täglich von Krisen gesprochen wird. Rio Tinto baute auch noch kräftig Eigenkapital ab.
      Freeport baute dagegen in den letzten Jahren je Jahr 3,5 Mrd. Eigenkapital auf, das macht mir Hoffnung, wären dann Jahresende bei knapp 40% Eigenkapital



      jetzt sollte es etwas weniger sein
      www.mining-technology.com/news/newslundin-mining-to-buy-free…
      Avatar
      schrieb am 15.10.14 17:39:31
      Beitrag Nr. 186 ()
      Global copper market to swing to surplus in 2015, for 1st time in 5 years - MW, TORONTO - Oct 15, 2014

      - H. Lazenby -
      www.miningweekly.com/article/global-copper-market-to-swing-t…

      "A global copper industry think tank on Tuesday said the copper market, which had been in a supply deficit for the past five years, would swing to a surplus.


      The International Copper Study Group (ICSG) met in Lisbon, Portugal, on Monday and Tuesday, after which it published its copper market forecast for 2014/15.

      The group said global refined copper output was expected to top demand for refined copper by about 390 000 t, as demand was expected to lag behind production growth.

      The ICSG expected global refined copper demand for 2014 to exceed refined copper production by about 270 000 t.

      After growth of 8% in 2013, world mine output in 2014 was expected to grow by around 3% to 18.6-million tonnes. Operational failures combined with delays in ramping up production and starting up new mines was leading to lower-than-expected growth.

      However, strong growth in world mine output was expected in 2015, owing to more output from expansions and new mine projects. After adjusting for historical disruption factors, world mine output was expected to grow by about 7% in 2015. Most of the new production was expected to be in the form of copper in concentrate.


      This year, world refined copper output was expected to rise by about 5% to 22.1-million tonnes compared with that in 2013, mainly underpinned by expanded capacity at electrolytic plants in China and, to a lesser extent, from expanded solvent extraction and electrowinning (SX-EW) capacity in Africa.

      Primary refined output (excluding SX-EW) was expected to grow by 7%, benefitting from adequate concentrate availability, while secondary production growth was foreseen at 2%, impacted by tightness in the scrap market.

      In 2015, world refined copper was expected to grow further by about 4% to 23.1-million tonnes.

      The ICSG expected global growth in demand for refined copper to rise this year by about 5% year-on-year to 22.4-million tonnes, partially supported by the tightness in the scrap market. Apparent demand in China was expected to increase by about 7% in 2014.

      In the rest of the world, demand was expected to climb by about 3.5%.

      For 2015, despite industrial demand, growth in China was expected at 5%, and the growth in apparent refined usage was expected at 1.8%, placing total global demand growth next year at about 1% despite expectation of higher underlying industrial demand growth. "
      1 Antwort
      Avatar
      schrieb am 15.10.14 18:28:03
      Beitrag Nr. 187 ()
      Konjunktur kühlt sich spürbar ab. Man muss kein Prophet sein um weniger Nachfrage nächstes Jahr vorherzusagen. Bleibt zu hoffen, dass man die Produktion etwas daran ausrichtet, nicht wie derzeit nur erhöhen. Sonst haben wir Kupferpreise unter 6000 Dollar je Tonne.
      Avatar
      schrieb am 16.10.14 17:44:44
      Beitrag Nr. 188 ()
      MMG to invest $3,000,000,000 in Las Bambas copper mine construction in Peru - MT - Oct 16, 2014
      www.mining-technology.com/news/newsmmg-to-invest-3bn-in-las-…

      "China-based mining firm MMG is planning to invest between $2.7bn and $3.2bn in completing the construction of its Las Bambas copper mine in Peru.

      The mine, which MMG acquired in August from Glencore for $7bn, was expected to start production in 2015.


      However, higher costs, changes in the design of tailings dams, availability of skilled labour and other factors forced the company to delay the start of operations, reported Reuters.

      MMG said in a statement: "We have now completed our own review and as a result, MMG expects first production of concentrate in the first quarter of 2016.
      "This is a world-class asset that will become one of the top three copper mines in the world. "

      "Las Bambas is a world-class project and our initial focus has been to address some of the high priority areas ensuring we have the right structures and controls in place to address risks and ultimately deliver the project on schedule and within budget."

      During the third quarter of this year, the company has focused on the construction of the processing plant, primary crusher, overland conveyor and key surface infrastructure including tailings facilities, power lines, mine access and mine maintenance facilities.

      MMG CEO Andrew Michelmore said: "We are pleased to have been on the ground at Las Bambas for the past few months reviewing the initial plans, making refinements and looking for opportunities to add value to the development.

      "This is a world-class asset that will become one of the top three copper mines in the world. Our focus is on successful completion of construction and bringing the asset into production."

      The company has also initiated drilling at Las Bambas, following which detailed mine planning will be carried out over the period of 2015.

      Las Bambas is expected to add 6.9 million tonnes of copper ore reserves and 10.5 million tonnes of copper mineral resources to MMG's portfolio. "
      Avatar
      schrieb am 17.10.14 21:02:09
      Beitrag Nr. 189 ()
      Antwort auf Beitrag Nr.: 48.045.952 von Popeye82 am 15.10.14 17:39:31
      die Recherche dazu ist der 1. Link.

      Copper price below $3 as mines add 1,000,000 tonnes, Copper price sinks to 10-month low after new report says mine capacity representing 6% of current production will come on stream over the next six months - M.com/GFMS/ICSG, NEW YORK - Oct 17, 2014

      - F. Els -
      http://trmcs-documents.s3.amazonaws.com/377d4e994bb540b286d7…
      www.mining.com/copper-price-below-3-as-mines-add-1-million-t…

      "In late afternoon trade in New York on Thursday, December copper was trading at $2.9845 a pound, recovering from a low of $2.9525 hit earlier in the day, but down more than 4% since Tuesday.


      It was the first time since March that the red metal traded below the psychologically important $3.00 a pound level on the back of weak economic news out of China, consumer of 45% of the globe's copper, and growing supply side worries.

      The copper price fell despite news of exports from the world’s number one producing country Chile fell 21% year-on-year in August.

      The South American nation, responsible for more than 10% of world output, exported 443,400 tonnes in August, compared with 561,400 tonnes in 2013. Year to date Chile's output is still growing at 4.5% however.

      The latest report by The International Copper Study Group forecast after five straight years of deficits, the copper market should swing into a production surplus in 2015 of an estimated 390,000 tonnes.

      ICSG forecasts world refined copper production is likely to increase by about 5% year-on-year to 22.1 million tonnes in 2014 and by a further 4% to 23.1 million tonnes in 2015 as a result of new electrolytic plants coming on stream in China.

      A new report by GFMS predicts over the next six months, more than a million tonnes of new copper capacity, or around 6% of global mine production, will come on stream.

      On the demand side predicts a global slowdown in the second half of this year to a still relatively robust 3.9% growth, but with "risks skewed to the downside," says GFMS.
      "
      Avatar
      schrieb am 20.10.14 17:11:14
      Beitrag Nr. 190 ()
      " This "Copper Major is Staking a New District"
      www.shalemarkets.com/this-copper-major-is-staking-a-new-dist…

      One of the biggest trends going in mining has been less exploration.

      Especially from major firms, who are cutting costs in the face of lower metals prices.

      But news this week suggests at least one major miner is taking an interesting departure. And increasing exploration activity--in an unexpected place.

      The company is Rio Tinto. Which announced it has commenced a new exploration program for copper in northeastern Namibia.

      This represents Rio's first work for copper in the West African nation. Showing that the company isn't afraid to try new ideas--even as most competitors are slashing their exploration budgets.

      The more interesting question is: what does Rio see in Namibia? After all, the nation has so far been a relatively minor producer when it comes to base metals.

      The answer may be: potential for new a copper belt.

      The Kalahari belt in Namibia and neighbouring Botswana has actually been known for decades. With the Botswana side having seen some attention a few years ago--including a project buyout from private equity-backed copper super-team Cupric Canyon Capital.

      But things have been relatively quiet since then. And definitely so when it comes to activity by major miners.

      Rio may therefore be working on new geologic data or interpretations. The kind that suggest potential for important new discoveries.

      In fact, the company's granted tenements lie in the Kavango region, which lies north of the mapped extent of the Kalahari belt. The area has little reported occurrence of copper, but does lie generally in line with the Kaoko copper belt--a little-explored terrane, where copper heavyweight First Quantum Minerals struck a project earn-in deal earlier this year.

      Watch for results from Rio Tinto themselves on exploration activity here. And any new projects being staked by other majors--or juniors--in this trend.

      Here's to new things,
      Dave Forest "
      Avatar
      schrieb am 20.10.14 17:57:45
      Beitrag Nr. 191 ()
      "One of the biggest trends going in mining has been less exploration."
      Hoffentlich!
      Avatar
      schrieb am 22.10.14 08:27:07
      Beitrag Nr. 192 ()
      Copper mining has a dirty problem
      www.mining.com/copper-mining-has-a-dirty-problem-90830/?utm_…

      "In New York trade on Tuesday, copper retook the psychologically important $3-level after economic growth data from China, consumer of 45% of the globe's copper, came in with no nasty surprises.

      While demand growth has been fairly robust, the copper price has been under pressure this year in anticipation of a swing into surplus after five years of deficits as a slew of new mines open through 2016.

      But the flood of new supply are coming at an ever higher cost as high grade deposits, particularly in South America, are depleted and expansion projects require huge economies of scale to handle the increased tonnage required.

      A new report by GFMS, a metals and mining consultancy, highlights another problem many of the newer mines face: dirty concentrate.

      According to the authors the proportion of deleterious elements such as arsenic, antimony and bismuth have crept up relative to copper concentrate grades over the past decade as result of a greater proportion of low grade – high tonnage operations.

      This has resulted in producers incurring progressively higher penalty charges and receiving lower payables from smelters. Thanks to increasing environmental restrictions most smelters no longer accept concentrates with greater than 0.5% arsenic.

      GFMS says the recently commissioned Ministro Hales (Codelco) and Toromocho (Chinalco) operations have served to highlight the difficulties that higher concentrations of arsenic and other deleterious elements can pose:


      Sources said that problems with the roaster at Ministro Hales, designed to process the high arsenic concentrate had forced the firm to cancel sales and buy raw material from the spot market.

      In mid-August reports suggested that Codelco had reached a deal with a trader to blend Hales’ concentrate with third-party material for sale in China. The Hales roaster was most recently reported by a mine official as operating normally at close to full capacity. Ultimately, the mine should be able to produce 160,000 tonnes per annum (tpa) of copper.

      We also understand that Chinalco’s 300,000 tpa Toromocho mine in Peru, which has so far struggled to produce in line with ramp up plans, has taken the route of blending material from different portions of the ore deposit to dilute arsenic content. Given the amounts of material required, this would not constitute a final solution for the industry as a whole as impurities become a broader issue over the long term.



      GFMS also discusses possible solutions to the arsenic problem noting that a number of companies are testing hydrometallurgical processes including Teck Resources and Aurubis which has pilot plants of the CESL Cu-As process on over 100 copper-gold and copper-arsenic concentrates.

      The authors caution that the capital expenditure outlays to equip plants to handle the hydrometallurgical processes are estimated to be fairly sizeable amd the economics of the process lend themselves best to brownfield operations with an existing SX-EW plant.

      But serious challenges remain and GFMS says world, the copper industry may well be mindful of the nickel industry's experience in the late 1990s and early 2000s:

      The advent of nickel pressure acid leach (PAL) projects using hydrometallurgical technology was heralded as the industry’s salvation, enabling low cost processing of previously hard to treat laterite ore as availability of easier to exploit sulphide deposits diminished.

      However, development and production costs far exceeded expectations as some companies strived to bring on plants with sizeable capacity too quickly. Geological considerations have also proved problematic in some instances. Some of those early stage PAL projects failed to see the light of day.

      Burnt by this earlier, and comparatively recent, experience, financiers no doubt will need to see proof that these copper processes to deal with higher impurities can work on an industry-wide basis.

      That may take time; possibly even decades some industry sources say, and require the incremental implementation of small scale projects.
      "
      Avatar
      schrieb am 27.10.14 17:03:32
      Beitrag Nr. 193 ()
      http://www.wallstreet-online.de/nachricht/7113629-rohstoffe-…
      "Mehr als die Hälfte sämtlicher Kupfervorräte der London Metal Exchange (LME) sollen von einem einzelnen Käufer kontrolliert werden. Bislang zeigt sich der Kupferpreis davon wenig beeindruckt.

      Auf Basis der Daten vom Mittwoch soll der Käufer 50 bis 80 Prozent sämtlicher LME-Lagerbestände im Wert von 535 bis 850 Millionen Dollar besitzen. In Händlerkreisen wird vermutet, dass es sich dabei um den Hedgefonds der Red Kite Group handelt. Die Firma hat sich auf den Metallhandel spezialisiert und ist für seine hohe Profitabilität bekannt. Besonders interessant: In diesem Jahr sanken die LME-Lagerbestände von 360.000 auf 160.000 Tonnen."

      Da verknappt ein Händler künstlich das Kupfer um die Preise trotz sehr hoher Fördermengen nach oben zu treiben bzw. zu stabilisieren.
      Avatar
      schrieb am 27.10.14 18:29:42
      Beitrag Nr. 194 ()
      UK gives $1,000,000,000 loan guarantee to Chilean copper miner Codelco, with the intention of attracting business deals from the copper miner - MT - Oct 24, 2014
      www.mining-technology.com/news/newsuk-gives-1bn-loan-guarant…

      "The UK has offered a $1bn loan guarantee to Chile's state-owned Codelco with the intention of attracting business deals from the copper miner.


      The agreement is likely to enable UK suppliers to sell infrastructure to the Chilean mining company and is part of the UK Government's High Value Opportunities programme, aimed at boosting the country's exports.

      The investment deal will allow cooperation between UK businesses and Chile's state-run enterprise on infrastructure, equipment sales and financial investments.

      British Government's Export Finance department chief executive David Godfrey was quoted by Reuters as saying: "It strikes me that Chile is a natural partner for us in the UK."

      Mining business specialist from the British Government's UK Trade & Investment department Darryn Quayle was quoted by the agency as saying: "It's probably one of the first investments of its kind into mining from UK Export Finance.

      "It shows the UK Government's support for the mining sector."

      As part of the deal, UK companies will be able to use government funding to sell infrastructure, such as rail lines or power plants or mining equipment.

      In order to deal with declining copper prices and aging mines, Codelco is planning to sell about $8bn of bonds over the next five years to help finance a $30bn investment programme for upgrading its mines and counter falling production.

      The company intends to spend $24bn in the next four to five years and a further $5bn over the next decade to increase annual output to about 2.5 million tonnes by 2025, up from the current 1.7 million tonnes.


      Codelco chairman Oscar Landerretche said: "The Chilean state-owned producer will almost run out of copper by 2030 if it doesn't invest billions of dollars at all of the company's mines." "
      1 Antwort
      Avatar
      schrieb am 28.10.14 10:28:34
      Beitrag Nr. 195 ()
      Antwort auf Beitrag Nr.: 48.144.686 von Popeye82 am 27.10.14 18:29:42Selbst wenn in Chile 30 Mrd. USD in die Minen investiert werden, ist aus meiner Sicht noch nicht sicher, ob die Produktionsmenge tatsächlich in diesem Umfag steigt. Bei der größten Tagebaumine ist beispielsweise ein Umstieg vom Tagebau in den Untertagebau geplant, um die noch tiefer liegenden Kupferressourcen zu heben, günstiger wird die Produktion damit vermutlich nicht. Und das ist ein globales Problem, was nicht nur Chile betrifft. Weltweit kämpfen die Minen mit abnehmenden Vererzungsgrade und steigenden Produktionskosten, während die Nachfrage mehr oder weniger konstant steigt.
      Avatar
      schrieb am 28.10.14 13:14:03
      Beitrag Nr. 196 ()
      Nicht nur der Verzehrungsgrad ist ein Problem. Auch die Abnehmer wollen höhere Konzentration von Kupfer haben, was auch kostet.
      Auch geht man in immer unsichere Länder, wie in Afrika, wo man sich besser absichern muss. Es ist schwieriger geworden.
      Avatar
      schrieb am 30.10.14 18:43:13
      Beitrag Nr. 197 ()
      Chile passes historic law, to aid copper giant Codelco, grants the world's No.1 copper miner an injection of US$4,000,000,000 for the next four years
      www.mining.com/chile-passes-historic-law-to-aid-copper-giant…

      "

      - Codelco's operations in northen Chile. -


      Chilean President Michelle Bachelet has enacted a law to spur the output of state-owned copper giant Codelco, which will receive special capital contribution of US$4 billion between 2014 and 2018.

      The law, which was approved by both houses of parliament last week, is essential for Codelco —the world’s No. 1 copper miner— to maintain current output levels in light of declining ore grades at its aging mines, with a long-term aim of increasing annual output to above 2 million metric tons.

      "We are making a historic effort to spur Codelco, the world leader in copper production, to strengthen its growth, productivity and efficiency," Bachelet said at Codelco's headquarters in Santiago.



      - Signing ceremony. -


      The corporation also planned to invest more than $23.5 billion over the next five years to expand operations.

      The added investment is expected to generate an average of 31,000 direct and indirect jobs every year through 2023.

      "If we don't invest, Codelco's annual output would fall from 1.7 million tons today to approximately 700,000 tons," warned Bachelet during the signing of the law (in Spanish).

      "It would be tremendously irresponsible to have our arms crossed, watching how Codelco's global leadership eroded and how its profits, namely Chile's wages, fall," she added.

      Bachelet’s centre-left government has been taking a close look to the mining sector in a bid to support an industry that is crucial for the country's economic growth. Authorities recently called a 60-day review of ministerial permitting processes, with a view to improving efficiency while still protecting the environment.

      Codelco holds immense copper deposits, accounting for 9% of the world's known proven and probable reserves and about 11% of the global annual copper output with 1.8 million metric tons of production.

      Copper accounts for 60% of Chile's exports and 15% of gross domestic product.



      - Among major plans to upgrade its aging mines, Codelco plans to turn the world's largest underground copper mine, El Teniente ("The Lieutenant"), into an open pit operation. - "
      3 Antworten
      Avatar
      schrieb am 08.11.14 01:50:32
      Beitrag Nr. 198 ()
      Antwort auf Beitrag Nr.: 48.177.778 von Popeye82 am 30.10.14 18:43:13
      Peru trims its view of copper output in 2014, 2015, Peru will likely produce less copper this year +next, than the government had forecast, as big new projects face delays +output from the country's top producer has slid on lower ore grade - MW/R, LIMA - Nov 4, 2014
      www.miningweekly.com/article/peru-trims-its-view-of-copper-o…

      "Peru will likely produce less copper this year and next than the government had forecast as big new projects face delays and output from the country's top producer has slid on lower ore grades.

      Deputy Mines Minister Guillermo Shinno said on Tuesday that Peru's copper production in 2014 is now on track to rise just slightly from last year's 1.375-million tonnes.

      "This year we'll reach 1.4-million tonnes of copper, almost the same as last year," Shinno told a news conference.


      Next year the Andean country's copper output will rise to between 1.7-million and 1.8-million tonnes, Shinno said.

      In September, Shinno said copper production in Peru would likely rise to 1.95-million tonnes in 2015 after coming in at about 1.5-million tonnes this year.

      Shinno also said on Tuesday that Peru's gold production is set to fall by about 18% this year to around four-million ounces, largely in line with his previous forecast.

      So far this year, Peru's copper production has increased by 2.6%, while gold output has dropped 14.8%.

      A slower-than-expected ramp-up at Chinalco Mining's large Toromocho mine has clouded the outlook for increases in copper production.

      And a planned strike at the country's biggest copper producer, Antamina, now threatens to halt the mine's output of around 30 000 t/m.

      Antamina has already been struggling through a phase of lower ore grades. Production at the mine fell by 34% in September and 14% in the first eight months of 2014 from the same periods a year earlier.

      Antamina is owned by BHP Billiton, Glencore Xstrata, Teck and Mitsubishi Corp.

      "Next year we will again have Antamina with its usual production level," Shinno said. "They are going to produce 30% more compared to this year."

      But a major boost in copper production from MMG's Las Bambas project in southern Peru will have to wait until 2016. Last month, the Chinese-owned miner pushed back the start date for Las Bambas to early 2016 from the second half of 2015.

      Peru is the world's third biggest copper and silver producer and the fifth biggest gold miner. "
      1 Antwort
      Avatar
      schrieb am 14.11.14 16:14:53
      Beitrag Nr. 199 ()
      Antwort auf Beitrag Nr.: 48.261.250 von Popeye82 am 08.11.14 01:50:32
      Peru's top copper miner sees 2014 output down 27%
      www.miningweekly.com/article/perus-top-copper-miner-sees-201…

      "LIMA – Antamina, Peru's biggest copper miner, will probably produce about 336 000 t of the red metal this year, down 27% from 2013 on lower ore grades, a top company official said on Thursday.

      But output will likely recover next year as the mine enters a new productive phase, said Jose Carlos del Valle, Antamina's VP for finances.

      "Geology is not exact," Del Valle said in an interview. "But we do foresee that 2015 will have more production than 2014."

      Still, next year's copper output will not likely reach what the giant mine churned out in 2013, when it reported production of about 461 000 t.

      An ongoing labour strike at Antamina, also Peru's top zinc miner, will not dent current production levels and should end next week when the Labour Ministry steps in, Del Valle said.

      The strike, which started on Monday and stoked concerns about global copper and zinc supplies, included more than half of the mine's workforce, according to the union that staged the protest to push for a bonus.

      Mineral stockpiles and contract workers helped the mine keep output steady during the stoppage, and a ship with 45 000 t of copper concentrate will leave port Friday, Del Valle said.

      "Obviously there are certain things that we are not doing and we will have to catch up later," said Del Valle. "We're prioritising activities that have to do with production."

      Antamina's mineral output fell 16% to 273 400 t in the first nine months of 2014 on the year.

      BHP Billiton and Glencore Xstrata each have 33.75% stakes in Antamina. Teck Resources holds 22.5%, and Mitsubishi Corp has 10%.

      Peruvian labour authorities declared the union's strike illegal earlier this week, but the stoppage can continue while the union challenges the decision.

      Unionised workers plan to lodge an appeal Monday and if rejected, will likely go back to work by the end of the week, said Hernan Robles with the Antamina union SUTRACOMASA.

      Workers are demanding a bonus to offset shrinking proceeds from a revenue-sharing agreement.

      Antamina, in the Peruvian highlands region Ancash, produces about 30% of Peru's copper and 20% of its zinc. Peru is the world's third top copper producer. "
      Avatar
      schrieb am 28.11.14 21:40:29
      Beitrag Nr. 200 ()
      Chile’s mining sector to double energy demand by 2025, These are not very good news for the energy-starved copper producing nation
      www.mining.com/wp-content/uploads/2014/11/cochilco-report.pd…
      www.mining.com/chiles-mining-sector-to-double-energy-demand-…
      www.portalminero.com/pages/viewpage.action?pageId=94329340
      www.bloomberg.com/news/2014-04-09/miners-urge-chile-not-to-s…

      "

      - El Teniente is the world's biggest underground copper mine and the sixth largest copper mine by reserve size. -


      Chile's mining industry, responsible for around a third of global copper output, will nearly double its electricity consumption between now and 2025 as multibillion-dollar investments come to fruition, state copper commission Cochilco said.

      In an extensive report published Wednesday (in Spanish), the regulator warned the world's largest copper producer needs to urgently ramp up its installed power capacity by 18,000 gigawatts to meet that future sectorial demand.

      The country’s mining sector’s energy operating costs represent roughly 14% of total production costs, equivalent to 27% per pound of metal, the highest level since 2000.

      Cochilco's executive vice president, Sergio Hernández, said the electricity projects currently in the works are clearly insufficient to meet the future demands of the mining sector.





      Speaking to Portal Minero (in Spanish), he noted the current electricity generation portfolio would only cover around 40% of the mining sector's electricity needs.


      Expensive bills


      Electricity costs in Latin America’s wealthiest economy have climbed 11% per year in the last decade, making it one of the most expensive places in the world to secure energy for mining projects. In fact, Chile’s mines pay twice as much for their energy as their peers in neighbouring Peru. Fuel can account for up to a fifth of a mine’s operational costs.

      Plans for a huge new hydroelectric plant in Patagonia, from which energy could be sent north, were shelved earlier this year. A government scheme to unify Chile’s two electricity grids, the SIC (which serves Santiago and the central heartland) and the SING (which supplies the north), will still require electricity to be piped over long distances, which is expensive. Nearby Bolivia refuses to sell natural gas to Chile because of a border dispute dating from the 19th century.

      And while the nation does have the world's richest reserves of copper, truth is grades are falling at its massive but aging mines, making it difficult to maintain output and putting pressure on costs.


      State-owned Codelco, the world’s No.1 copper producer, is investing over $24 billion over the next five years to overcome these challenges, with some help from the government as President Michelle Bachelet passed a special law in October that allows the state to inject some additional capital into the giant miner.

      High wages don’t help the situation. Chilean mine workers produce less than half of their North American counterparts, while getting paid more, told Bloomberg in April Peter Beaven, BHP Billiton (ASX:BHP) base metals head in the country.

      Copper accounts for 60% of Chile's exports and 15% of gross domestic product. "
      Avatar
      schrieb am 29.11.14 08:22:45
      Beitrag Nr. 201 ()
      Teils minus 4,3% bei Kupfer. Da hat man gestern entweder alles in Cash umgewandelt was ging oder man rechnet mit einem Crash. Für einen Crash sprechen der Ölkrieg der USA/Saudis, die trotz Preissturz an ihrer Produktion festhalten wollen gegen Russland/Iran.
      Das dies auf alle Wirtschaftssektoren Einfluss hat, ist klar. Die Amis setzen ihr Wirtschaftswachstum auf's Spiel, Fracking wird stark gekürzt werden, neue Projekte nicht angeschoben, bis die Preise wieder über 90 Dollar stehen. Und das kann dauern.
      Normal helfen stagnierende Rohstoffpreise der Wirtschaft, diesmal habe ich aber Bedenken, alle Industriestaaten sind zu stark verschuldet, rechne eher mit Stagnation. Freitag könnte das Signal für einen längeren Abstieg gewesen sein. 5000 $ wären in der Folge für Kupfer drin, Überangebot besteht dafür. Bin sehr skeptisch für nächstes Jahr. 2016 wird wieder spannend, da könnte ein Turnaround wie bei Alu drin sein.
      Also heftige Ausschläge sind in naher Zukunft drin.
      Avatar
      schrieb am 05.12.14 07:33:55
      Beitrag Nr. 202 ()
      unten ist noch ein Video dran, zum Projekt

      Rio, BHP very close to develop U.S. largest copper mine, Arizona’s lawmakers have slipped a piece of legislation that would allow the mining giants to go ahead with their massive Resolution Copper project
      www.mining.com/rio-bhp-very-close-to-develop-u-s-largest-cop…

      "

      - The Morenci mine, in Southeast Arizona, may soon lose its status as one of North America's largest producer of copper. (Image by Arizona Wonders) -


      Arizona’s lawmakers slipped Tuesday night a piece of legislation that would allow mining giants Rio Tinto (LON:RIO) and BHP Billiton (ASX:BHP) to jointly build a massive copper mine in the state as part of a deal with the U.S. Government.


      According to Arizona Republic the bill —set to be passed before the end of the year— would allow Rio to acquire 2,400 acres of the federally protected Tonto National Forest in southeast Arizona in exchange for 5,000 acres in parcels scattered around the state.

      The land land-swap bill was added into the 1,600-page National Defense Authorization Act, the annual defense appropriation legislation that must be passed each year, according to the report.

      Both miners have said they expect operations at their Resolution Copper project —55%-45% owned by Rio and BHP— to start as early as 2020. But they have had to deal with legal hurdles and opposition by the San Carlos Apache Tribe and other southwestern nations, who claim the massive project would weaken the ground beneath their sacred Native American lands.

      Analysts are confident this time the miners will get their wish granted.

      “This land swap has faced a long and bumpy road in Congress,” Caitlin Webber, a Bloomberg Intelligence analyst told The Daily Telegraph.

      “Finally being tucked into this must-pass bill is the closest it’s been to enactment,” she added.

      Resolution Copper, located in Arizona’s famous Copper Corridor, is expected to create 3,700 direct and indirect jobs and bring more than $6o billion in economic benefits to the state over its 66-year life. Rio and BHP estimate that output from the mine will meet 25% of the U.S. total demand, which will make it North America's largest copper mine.

      Learn more about the project: ..."
      1 Antwort
      Avatar
      schrieb am 20.12.14 08:56:58
      Beitrag Nr. 203 ()
      Antwort auf Beitrag Nr.: 48.177.778 von Popeye82 am 30.10.14 18:43:13
      Codelco El Teniente mine expansion to take longer, cost $2,000,000,000 more, The touted expansion of the world's largest underground copper mine is two to three years behind schedule +will require $2,000,000,000 more than initially planned, said the company
      www.mining.com/codelco-el-teniente-mine-expansion-to-take-lo…

      "

      - El Teniente is the world's biggest underground copper mine and the sixth largest copper mine by reserve size. -


      Chile’s Codelco, the world’s largest copper producer, said Friday its touted expansion of El Teniente mine is two to three years behind schedule and will require $2 billion more than initially planned.


      The project, originally planned for completion in 2018 with a cost of $3.4 billion, will maintain output at a rate of 434,000 metric tons a year, Chief Executive Officer Nelson Pizarro said Friday, Cooperativa.cl reports (in Spanish).

      The plan is to add a new level at the mine, the world's largest underground copper operation, which already has 3,000 kilometers (1,864 miles) of tunnels, and contains at least another 50 years of reserves, according to the company.

      Only yesterday, Codelco’s board approved $3.3 billion investment, a record-high for the company, to convert its Chuquicamata open-pit into an underground operation.

      The transformation plan will extend the useful life of Chuquicamata, which is located about 1,560 kilometers (970 miles) north of Santiago and is the world's largest open-pit mine, by at least 40 years.

      Apart from the two projects, Codelco's investment program for the next decade includes the new Ministro Hales division, and expansion projects at its Andina and Radomiro Tomic mines.

      The State-owned company, struggling with aging mines and depressed copper prices, is receiving a $4 billion injection from the government and is also planning to sell about $8 billion of bonds over the next five years to help finance a $29bn investment program to maintain its status as the world’s biggest copper producer.

      Copper accounts for 60% of Chile's exports and 15% of gross domestic product.

      Image from Codelco via Flickr. "
      Avatar
      schrieb am 08.01.15 22:33:03
      Beitrag Nr. 204 ()
      Chile sees copper prices averaging $2.95lb to$3/lb, in 2015 - MW/R/C, SATIAGO - Jan 6, 2015
      www.miningweekly.com/article/chile-sees-copper-prices-averag…

      "Chilean state copper commission Cochilco forecast on Tuesday that prices for the industrial metal will average between $2.95/lb to $3/lb in 2015.


      Cochilco had previously forecast copper prices would average $3/lb in 2015. It says copper prices averaged $3.11/lb in 2014, according to its website.

      Chile is the world's top copper producer, responsible for about a third of global output. "
      Avatar
      schrieb am 14.01.15 08:26:04
      Beitrag Nr. 205 ()
      Kupfer minus 5%. Ein Einknicken war bei den Lagerzahlen zu erwarten, aber wird Kupferpreis sich erholen. Zumal Chinas Wirtschaft doch nicht so schlecht läuft. Öl hat sich zum Hoch letzten Jahr fast gedrittelt, an den Rohstoffmärkten ist derzeit die Hölle. Überproduktion und trotz der niedrigen Preise keine rapide Zunahme der Nachfrage.
      Was sollen da für Zeichen gesetzt werden? Die Währungen sind doch alles andere als sicher. Also Rohstoffe noch unsicherer?
      Avatar
      schrieb am 16.01.15 00:06:20
      Beitrag Nr. 206 ()
      Top 10 copper mines plunge $134 billion in value, Over just two days the copper price rout has slashed $134,000,000,000 off the value of the reserves of the world's largest producers
      www.mining.com/top-10-copper-mines-plunge-134-billion-in-val…

      "


      It's been a brutal two days on the copper market with prices falling nearly 10% since Monday.

      Containing the losses to single digits was only thanks to a late recovery in New York on Wednesday.

      Earlier in the day the price dropped 8% on the London Metal Exchange while losses in Shanghai could've been worse if the daily down limits on the Chinese exchange hadn't been reached.

      Many market observers (including your writer) believe prices won't stay down at these levels which are the lowest since July 2009 – the height of the financial crisis.

      Between them the planet's top ten producing mines have proven and probable reserves of 42.3 billion tonnes.

      Contained metal at these 10 sites amount to 182.2 million tonnes.

      Monday's close at $6,130 a tonne on the LME to Wednesday's end of day price of $5,548 a tonne (up from a stomach-churning $5,353 earlier) turns into a combined loss (or writedown if you will) of value at the mines of $133.8 billion dollars.

      Of course these numbers represent money still buried in the ground, but it's nevertheless a stark and sobering exercise to calculate just how much damage the red metal rout has done.

      And how happenings on faraway futures markets can wreak havoc on (and under) the ground.



      - Data supplied by IntelligenceMine. IntelligenceMine and MINING.com are owned by Infomine. Image source: Codelco. - "
      Avatar
      schrieb am 16.01.15 00:12:17
      Beitrag Nr. 207 ()
      Freeport, Glencore lead stocks bloodbath, driven by copper collapse, Copper tumbled Wednesday to fresh six-year lows, dipping <$5,500/tonne. Stocks in miners of the industrial metal are getting hammered
      www.mining.com/freeport-glencore-lead-stocks-bloodbath-drive…
      www.reuters.com/article/2015/01/14/us-glencore-mining-copper…

      "

      - The price of copper hit a fresh six-year low below $5,500 a tonne, a worrying indicator for those who believe the oil's price decline is merely a supply issue. -


      Freeport-McMoRan Inc. (NYSE:FCX), the largest publicly traded copper miner and Glencore (LON:GLEN), the third-biggest, were leading Wednesday a global mining stocks collapse triggered by metal prices hitting fresh six-year lows.

      Freeport declined almost 11% to $8:80 at 10:18 a.m. in New York and traded at the lowest since April 2009. Glencore went down 12% to 236.20 pence, its lowest level on record, recovering slightly in afternoon trading in London. Such plunge, according to Reuters, may thwart any attempts of a fresh takeover offer on rival Rio Tinto.







      Copper was leading a general slump in industrial commodities Wednesday. Prices were slammed as the March contract tumbled 15 cents to US$2.49 a pound in New York, as inventories of the metal viewed as an economic bellwether grow. Copper prices have also been impacted by slowing growth in China and have tumbled 25% over the past year.

      The Toronto Stock Exchange base metals component fell almost 12%, adding to a 10% dropped on Tuesday. Metal producer First Quantum Minerals (TSX:FM) plunged $2.68 or 20 per cent to $10.79, while Teck Resources (TSX:TCK.B) lost $1.55 or 10.5 per cent to $13.11.

      “While the fundamentals for copper specifically are practically screaming ‘buy’, particularly on a relative value basis, it is tough to call a bottom given general commodity sentiment,” said analysts at Citi.

      On top of the commodities rout, the World Bank announced it is cutting its global growth forecast to 3% for 2015, from an earlier estimate of 3.4%. The bank specifically cited concerns over a “disorderly slowdown” in China. It said lower property and land sales would prevent the national and local governments from boosting growth by investing in infrastructure. "
      Avatar
      schrieb am 16.01.15 20:07:41
      Beitrag Nr. 208 ()
      Derzeit brutal für die Minenbetreiber. Die Kosten steigen, weil die Erze nicht mehr so hochhaltig sind, gleichzeitig sinkt der Preis. Etwas kann ich mir es mit dem steigenden Dollar erklären, denn auf Eurosicht hat Kupfer seit letzten Juni um 2,5% zugelegt, Dollar minus 14%.

      Das verheißt nichts gutes. Offensichtlich hängt enorm viel an der EU und deren wirtschaftlicher Entwicklung, die USA können dazu kaum etwas beitragen.
      Avatar
      schrieb am 22.01.15 23:56:05
      Beitrag Nr. 209 ()
      Freeport-McMoRan to invest $17,000,000,000, in new copper smelter in Indonesia - MT - Jan 22, 2015
      www.mining-technology.com/news/newsfreeport-mcmoran-to-inves…

      "Freeport-McMoRan has announced plans to build a copper smelter and develop its gold and copper mines in East Java, Indonesia, with an investment of around $17bn.

      The company is said to have signed a preliminary agreement with PT Petrokimia Gresik to build the smelter, according to the Wall Street Journal.

      Freeport-McMoRan president director Maroef Sjamsuddin was reported by Bloomberg as saying the smelter will be built at a cost of more than $2bn and a further $15bn will be spent on the long-term development of underground copper and gold deposits at its Grasberg mine complex in Papua.


      Freeport's latest decision comes after the announcement made by Indonesia Energy and Mineral Resources Minister Sudirman in January last year, saying that the government would ban the company's local unit from shipping copper concentrate outside of the country.




      The ban was enforced to encourage investors to build processing plants in the country.

      Freeport was permitted to recommence copper concentrates exports after agreeing to pay export taxes and later announced its intention to build a smelter in Indonesia.

      The company has been in discussions with the Indonesian Government on its contract of work amendment, including details about building the smelter, which is expected to process two million tonnes of copper concentrate a year.

      Sjamsuddin said: "We're complying with the government rule and the mining law."

      To acquire land for the smelter, Freeport will sign a memorandum of understanding with petrochemical company PT Petrokimia Gresik. "
      1 Antwort
      Avatar
      schrieb am 23.01.15 08:52:32
      Beitrag Nr. 210 ()
      Dies war abzusehen, nach den Vorgaben von Indonesien. Die Grasberg Mine ist das Fundament von Freeport, aber ich frage mich woher man dieses Geld nehmen will, denn 17 Mrd. $ sind nicht ohne und dies bei derzeit schon hohen Schulden(ca. 42 Mrd. $).

      Freeport ist meine Problemaktie. Schlechter Kupfer und Ölpreis, wenig Eigenkapital, Probleme in Indonesien. Mal sehen ob sie wieder an die 5 Mrd. $ Ergebnis vor Steuern herankommen, dies wäre wenigstens ein kleiner Lichtblick.
      Der Ölpreis wird mind. 2 Jahre nicht über 60$ kommen. Kupfer wird auch mittelfristig unter 6000$ bleiben.
      1 Antwort
      Avatar
      schrieb am 23.01.15 17:27:44
      Beitrag Nr. 211 ()
      Antwort auf Beitrag Nr.: 48.859.961 von henri720 am 23.01.15 08:52:32Hey Henri720!

      Womit begründest du denn bitte deine "schlechten Aussichten" für den Kupferpreis?
      Avatar
      schrieb am 23.01.15 19:46:48
      Beitrag Nr. 212 ()
      Abnehmende Konjunktur und volle Lager, dies glättet langfristig die Preise. Muss erst wieder einen Durchbruch geben, dann geht es wieder steil nach oben. Wird aber erst in 2 Jahren geschehen,
      1 Antwort
      Avatar
      schrieb am 23.01.15 21:48:55
      Beitrag Nr. 213 ()
      Antwort auf Beitrag Nr.: 48.869.174 von henri720 am 23.01.15 19:46:48Wo haben wir denn bitte einen hohen Lagerbestand?

      http://www.infomine.com/ChartsAndData/GraphEngine.ashx?z=f&g…
      Avatar
      schrieb am 24.01.15 09:44:20
      Beitrag Nr. 214 ()
      "Auf Basis der Daten vom Mittwoch soll der Käufer 50 bis 80 Prozent sämtlicher LME-Lagerbestände im Wert von 535 bis 850 Millionen Dollar besitzen. In Händlerkreisen wird vermutet, dass es sich dabei um den Hedgefonds der Red Kite Group handelt.In diesem Jahr sanken die LME-Lagerbestände von 360.000 auf 160.000 Tonnen."

      Ich denke nun wurde zu den niedrigen Preisen erheblich aufgestockt. Alles andere anzunehmen wäre naiv. http://www.wallstreet-online.de/nachricht/7113629-rohstoffe-…
      Avatar
      schrieb am 06.02.15 20:27:26
      Beitrag Nr. 215 ()
      Antwort auf Beitrag Nr.: 48.495.230 von Popeye82 am 05.12.14 07:33:55
      Native Americans in Arizona protest against $6,000,000,000 Rio Tinto +BHP Billiton copper mine
      www.mining-technology.com/news/newsnative-americans-arizona-…

      "Native Americans in Arizona are protesting against Rio Tinto and BHP Billiton over their plans to build a $6bn copper mine on a sacred federal land claimed by a local tribe.

      As a mark of protest, Native Americans belonging to the San Carlos Apache Tribe, as well as several environmentalists are set to attend a 'spiritual gathering' near the site.


      In December, a land swap legislation was passed by the US Congress and President Obama permitted the mining companies to acquire 980ha of federally protected public land at the Tonto National Forest in southeast Arizona.

      According to the Sydney Morning Herald, the mine, which is partly constructed, is not facing opposition by all the local tribe leaders.

      The copper mine will not be operational until after 2020.

      San Carlos Apache Tribe former chairwoman Kathy Kitcheyan said that the land swap will improve job opportunities for the tribe.

      The core of the legislation is exchanging 2,400 acres of land above the copper deposit, which is said to be federally owned, for 5,300 acres of land that is owned by Resolution Copper and used for recreational and conservation, as well as other culturally significant land throughout Arizona.

      Rio Tinto and BHP Billiton have already invested more than $1bn on drilling and digging a 1.3-mile shaft on the opposed land.




      The land swap was initially proposed nine years ago and was tucked away in the annual defence policy bill passed by the US Senate. "
      Avatar
      schrieb am 17.02.15 17:43:31
      Beitrag Nr. 216 ()
      Antwort auf Beitrag Nr.: 48.858.743 von Popeye82 am 22.01.15 23:56:05
      Indonesia drops demand on Freeport-McMoran, to construct $1,500,000,000 copper smelter in Papua
      www.mining-technology.com/news/newsindonesia-drops-demand-fr…

      "Indonesia's Government has lifted its previously announced demand that Freeport-McMoran, a US-based natural resource company needs to construct a $1.5bn copper smelter in Papua province.

      Reuters quoted website Detik.com as saying that the project would be taken up by a regionally owned company by partnering with other investors instead.


      In December, the ministry said that Freeport-McMoRan has to construct two Indonesian copper smelters worth $4bn by 2020.
      "Whoever is tasked to build the smelter in Papua, Freeport Indonesia will form a business-to-business contract with them to supply concentrate."

      It was demanded that if the company, which runs a copper mine in Indonesia, wants a mining contract extension beyond 2021, it should agree to build the Papua smelter within five years.

      The government's latest decision is expected to reduce pressure on the company.

      Freeport-McMoRan has already agreed to an expansion of its copper smelting facility in East Java by 2017, which will involve an investment of $2.3bn.

      According to the Detik website, Energy and Mineral Resources Minister Sudirman Said was quoted as saying: "If Freeport is burdened in two locations it would be uneconomical."

      Said to be not far from Freeport's concentrate pipeline, the 650ha industrial zone in Mimika area in Papua already has a port as well as eletrical infrastructure, according to a document obtained by the news agency.

      The agency quoted Freeport Indonesia CEO Maroef Sjamsuddin saying in the document: "Whoever is tasked to build the smelter in Papua, Freeport Indonesia will form a business-to-business contract with them to supply concentrate."

      In 2015, the company is expected to produce two million tonnes of copper concentrate from its Indonesian operations. "
      Avatar
      schrieb am 22.02.15 23:41:15
      Beitrag Nr. 217 ()
      Mongolian Parliament backs bid, to end Rio copper mine dispute - MW/R, ULAN BATOR - Feb 19, 2015
      www.miningweekly.com/article/mongolian-parliament-backs-bid-…

      "


      Mongolia's parliament has backed its new prime minister's plan to resolve a long-running dispute with global miner Rio Tinto this year over plans to expand the massive Oyu Tolgoi copper mine.

      The proposal approved by parliament on Wednesday just before the Mongolian Lunar New Year says the government will move to "resolve underground investment issues" and "boost development work" by the second half of 2015, mining ministry spokesman Galsan Bodibilguun said.


      Prime Minister Chimed Saikhanbileg is trying to revive foreign investment in large mining projects to bolster the economy, which has suffered from a slump in coal prices and exports and uncertainty over mining policies.

      Rio Tinto put on hold plans to dig a $5.4-billion underground mine at Oyu Tolgoi in 2013 due to disputes with the government over cost overruns on the existing open pit mine that will delay revenue the government will get from its 34 percent stake.

      The remaining two-thirds is owned by Rio Tinto's Turquoise Hill Resources unit.

      Chief Executive Sam Walsh said last week that Rio Tinto had put in a "best and final offer" to resolve the problem last November, which was being considered by the government.

      The government is looking to sell down its stake in Oyu Tolgoi in return for royalties, Bodibilguun said. It will need to find a third party to buy it as Rio Tinto said last week it was not interested in increasing its stake. "
      Avatar
      schrieb am 17.04.15 20:23:51
      Beitrag Nr. 218 ()
      http://www.goldinvest.de/index.php/barrick-gold-2000-arbeite…

      Sambia hat die Steuer für Tageminen auf 20% angehoben, damit kann Barrick-Gold nicht mehr rentabel wirtschaften, die Mine wurde so nur noch auf Sparflamme weiter betrieben, mit der Stilllegung gedroht. Mit der Kupfermine produzierte man 2014 noch 107.000 t Kupfer. Sambia scheint aber einzulenken, noch ist aber nichts geklärt. Es bleibt also spannend.
      1 Antwort
      Avatar
      schrieb am 18.04.15 00:58:58
      Beitrag Nr. 219 ()
      Antwort auf Beitrag Nr.: 49.592.117 von henri720 am 17.04.15 20:23:51
      das ist glaube ich nicht ganz richtig
      Avatar
      schrieb am 19.04.15 09:01:45
      Beitrag Nr. 220 ()
      Ist insgesamt ähnlich undurchsichtig wie in Indonesien. Wir werden sehen.
      1 Antwort
      Avatar
      schrieb am 21.04.15 09:36:42
      Beitrag Nr. 221 ()
      Antwort auf Beitrag Nr.: 49.596.350 von henri720 am 19.04.15 09:01:45
      Zambia scales back mining royalties, to 9%
      www.mining.com/its-official-zambia-scales-back-mining-royalt…
      Avatar
      schrieb am 21.04.15 18:16:52
      Beitrag Nr. 222 ()
      Sambia scheint nun eingelenkt zu haben. Nun nicht gut für den Preis, man sieht es.
      Avatar
      schrieb am 21.04.15 20:35:28
      !
      Dieser Beitrag wurde von CloudMOD moderiert. Grund: unerlaubte Werbung
      Avatar
      schrieb am 12.08.15 13:44:44
      Beitrag Nr. 224 ()
      Ich suche nach Hilfe unter den Profis, welche immer wieder mal mit Zerti´s auf diverse Rohstoffe spekulieren. Es geht - etwas abseits des Thread-Themas "Kupfer" - um ein Long-Zertifikat auf Nickel:

      DG1ZA8

      Habe das Zerti im Depot seit heute früh als "ausgeknockt" drin, obwohl entsprechend Onvista-Angaben k.o. erst bei 9.197,xx ist. Der Tiefstkurs vom Nickel war heute morgen mit 10.290 deutlich über der k.o.-Schwelle. Habe ich einen Denkfehler? Kann mir jemand helfen?
      Avatar
      schrieb am 12.08.15 16:54:18
      Beitrag Nr. 225 ()
      Schaue mal auf den Spread. Da steht nun 10.300 bei Kurs von 10.600 USD. Auf jeden Fall werden sie wohl unter 10.000 gewertet haben. Was weiß ich, wass da für ein fiktiver Ausreißer war, also auf Kaufkurs war. Da wird Angebot auf Kaufpreisangebot unter Deinem KO gewesen sein, aber es war kein Angebot zu höherem Kurs drin, also stellte der Computer den Preis unterhalb ein. Ist öfters so beim Handel mit Futures oder Optionen in wenig gehandelten Werten. Da stellen einige langer laufende Angebote zu ganz niedrigen Kursen ein und warten, da aber höhere Angebote fehlen, ist der sichtbare Preis niedriger als der reale. Da würde ich auf jeden Fall nachfragen. Erscheint mir suspekt. Weiß nicht wie die Bedingungen sind, nur Handel oder nur Kurse. Denn wenn nur Handel zählt, dann dürfte Dein Schein nicht verfallen sein.
      1 Antwort
      Avatar
      schrieb am 13.08.15 17:00:58
      Beitrag Nr. 226 ()
      Antwort auf Beitrag Nr.: 50.386.515 von henri720 am 12.08.15 16:54:18

      Ein "Sekundencrash" in der Nacht. Nur: Andere Nickel-Calls von anderen Emittenten mit höherer K.o.-Schwelle wurden nicht ausgeknockt. Habe mal den ganzen Vorgang zusammengefasst und an die BaFin geschickt. Als Kleinanleger weißt Du gar nicht was du machen sollst, wenn Dir auf eine solche Art und Weise das Geld abgenommen wird.
      Avatar
      schrieb am 13.08.15 18:53:01
      Beitrag Nr. 227 ()
      Einfach nichts gehandelt, aber die Preise der Futures zerschossen, eine Sauerei! Ich lasse deswegen auch seit Jahren die Finger weg von KO - Zertifikaten, insgesamt habe ich sehr lange nichts in Zertifikaten gehandelt, wenn dann habe ich direkt in Optionen oder eben Aktien gehandelt. Habe mir auch einmal eine blutige Nase geholt.
      1 Antwort
      Avatar
      schrieb am 14.08.15 08:28:44
      Beitrag Nr. 228 ()
      Antwort auf Beitrag Nr.: 50.396.799 von henri720 am 13.08.15 18:53:01Na ja, bei Aktien oder den Indizes geht das mit normalen Optionsscheinen. Bei Rohstoffen kann man m.E. nur mit K.o.-Scheinen auf steigende oder fallende Kurse setzen. Bei Gold oder Öl hat man noch solche 4x oder 6x Scheine (also 4-fach oder 6-fach gehebelt), ich glaube aber, die gibt es nicht bei den Industriemetallen.
      Avatar
      schrieb am 14.08.15 13:13:19
      Beitrag Nr. 229 ()
      Optionsscheine sind auch Zertifikate. Willst Du Optionen auf Rohstoffe musst Du an andere Börsen wechseln, Chicago,..., d. h. wohl auch die Bank wechseln, Cortal bietet nur Optionen an Eurex und Forex, evtl. noch in NY oder Nasdaq, habe es dort allerdings noch nicht probiert. Bin nur an Eurex unterwegs. Zu Deiner Info, jedes Zertifikat lässt sich über Optionen nachbauen, die Forex bietet sogar Werkzeuge an. Chicago sicher auch, ich werde aber den Teufel tun als da rumzuzocken, denn bei den Schwankungen kann man es kaum mehr anders bezeichnen. Lasse da aber lieber auch Deine Hände von, gut gemeinter Rat von mir. Wir haben in Nah Ost Krieg, der sich noch deftig ausweiten könnte, Iran und Türkei haben extreme geopolitische Vorhaben. Russland auch, also Osteuropa schaut nur derzeit etwas entspannt aus. Und wie es um Konjunktur in Schwellenländern steht, weiß ich nicht, auch USA stehen vor einem Knick. Gleichzeitig reduzieren die großen Produzenten ihre Investitionen. Also für uns Kleinanleger kaum zu überblickendes Szenario, Du verlierst Dich. Bin derzeit nur gut mit meinen Fischaktien udn K+S, die ich aber nun verkauft habe.
      Avatar
      schrieb am 01.06.16 18:10:08
      Beitrag Nr. 230 ()
      Mal zur Diskussion in den Raum gestellt: Was haltet Ihr aktuell von einem Kupferput?

      m.M. nach ist auf Mehrjahressicht ein absolut stabiler Abwärtstrend zu erkennen, seit Januar ein Rounding Top?!?

      Mich wundert daß dieser Rohstoff kaum diskutiert wird und statt dessen viel chaotischere Charts gehandelt werden (Öl etc.).

      Off-Topic: Scheine eher von DZ oder von SG kaufen?

      Danke.
      1 Antwort
      Avatar
      schrieb am 02.06.16 23:41:06
      Beitrag Nr. 231 ()
      Antwort auf Beitrag Nr.: 52.519.967 von Nimrod76 am 01.06.16 18:10:08
      Diese Emittenten beziehen sich auf die Quotierung der LME
      Das muß man berücksichtigen. Ist aber ok mM nach.
      Avatar
      schrieb am 07.06.16 17:15:10
      Beitrag Nr. 232 ()
      Massive Verkäufe und Anstiege des Lagerbestands an der LME.

      Nachdem die Lagerbestände beim Kupfer auf niedrigem Niveau lange Zeit seitwärts tendiert haben, gab es gestern und heute jeweils einen deutlichen ANstieg der Lagerbestände (jeweils plus ca. 20.000T an der LME) in Verbindung mit einem entsprechenden Kursrücksetzer bei der Kupfernotierung. Nachdem es jedoch bei den Aktienkursen aufwärts ging und die Ölpreise auf ein neues 7-Monatshoch gestiegen sind, kann ich mir diesen Rücksetzer bei den Industriemetallen (vor allem beim Kupfer) nur schwer erklären... Zumal die Konjuntkurdaten in letzter Zeit weder überragend noch katastrophal waren und einen Preiseinbruch bei den Industriemetallen nicht nahelegen.
      Avatar
      schrieb am 19.08.16 16:03:57
      Beitrag Nr. 233 ()
      Wie seht ihr das mit dem "Kupferdefitzit" ab 2018?ich weiss nur das neue Minen in die Produktion gehen sollen.....

      http://www.gevestor.de/news/kupfer-spaetestens-2018-droht-ei…
      Avatar
      schrieb am 23.08.16 10:57:46
      Beitrag Nr. 234 ()
      Ob es ein Kupferdefizit geben wird, hängt maßgeblich von der Nachfrageseite ab. Die Angebotsseite bleibt relativ gut kalkulierbar, einige ältere Minen haben ihre Hochzeit überschritten und produzieren nur noch weniger Kupfer, da niedergradige Vererzungen abgebaut werden (um die vorhandenen Produktionsmittel möglichst lange zu nutzen), ein paar neue Minen werden dazukommen. Wie sich die Nachfrage sowohl in den Industrie-Nationen, als auch in den EM wie China, Indien, Indonesien, etc. entwickelt, ist starken zyklischen Schwankungen unterworfen und schwer vorhersagbar. Es kann 2018 zu einem Angebotsdefizit kommen, vielleicht aber auch schon im vierten Quartal 2016, oder erst 2020.

      Interessant und beobachtungswürdig halte ich allerdings die aktuelle politische Situation in Chile, dem größten Kupferproduzentenland. Dort gibt es massive Demonstrationen gegen das aktuelle Rentensystem, die Regierung kämpft mit unterirdischen Zustimmungswerten um die 10%, es würde mich nicht wundern, wenn diese Demonstrationen auch zu Streiks in der Bergbauindustrie führen und damit kurzfristig zu einem Einbruch auf der Angebotsseite.


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