Lithium, Graphit & Co das Batteriemetall Forum, News, Fakten und möglichen Auswirkungen (Seite 99)

[unawatuna]

https://www.elektroauto-news.net/2023/nissan-ab-2028-festkoe…

[Oginvest]

First Quantum warns employees that Panama mine may close if dispute is not settled

First Quantum Minerals Ltd has warned employees it may have to shutter operations in Panama if the government does not allow its copper exports to resume by next week, according to a memo sent to staff and seen by Reuters.

A long-running contract dispute between the Canadian miner and Panama officials centers on disagreements over tax rates and royalties at the Cobre Panama mine.

...
https://financialpost.com/pmn/business-pmn/first-quantum-war…

[Oginvest]

China's CATL offers EV battery discounts in China -sources

SHANGHAI, Feb 17 (Reuters) - China's CATL (300750.SZ), the world's largest battery maker, has offered discounts to some Chinese automakers it supplies, reflecting a downturn in the price of lithium and a bid to win more orders, three people with knowledge of the offers said.

Battery costs are the most expensive component in electric vehicles (EV) and a move toward lower prices by CATL, which had 37% of the global market last year, would ease a major cost pressure on automakers.

CATL, which counts Tesla (TSLA.O), Nio (9866.HK) and Volkswagen among its largest clients, is offering targeted rebates, said the people, who declined to be named as the matter is private.

In one case, CATL offered a discount of 7% from established prices to a Chinese EV maker in January, one of the people said. At the same time, CATL has been negotiating with its material suppliers to bring its own prices down, a second person said.

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>> https://www.reuters.com/technology/chinas-catl-offers-ev-bat…

[Oginvest]

Antwort auf Beitrag Nr.: 73.309.532 von Dicker69 am 16.02.23 18:52:44

Dazu auch dies:

BP to buy TravelCenters of America for $1.3 billion

Zitat von Oginvest: Feb 16 (Reuters) - TravelCenters of America Inc (TA.O) said on Thursday it would be acquired by BP Plc (BP.L) for about $1.3 billion in cash, as the British energy giant looks to expand its travel convenience and fuel supply footprint in the United States.

BP has offered $86 per TravelCenters share held, which represents a 74% premium to the stock's last close on Wednesday.

...
https://www.reuters.com/markets/deals/bp-buy-travelcenters-a…

[Dicker69]

Das Lithiumangebot reagiert auf Preissignale, und der Preis ist ein Signal.

Der Lithiumpreis verdoppelte sich 2017 ungefähr auf 15.000 $ pro Tonne, und das Angebot reagierte. Jetzt liegt Lithium bei ~70.000 $ pro Tonne


https://twitter.com/skorusARK/status/1625615787086979095/pho…

DYOR Dicker

[Dicker69]

Tweet Biden

Mit Hilfe von @SecGranholm und @SecretaryPete
habe ich mir zum Ziel gesetzt, bis 2030 ein Made-in-America-Ladenetz für Elektrofahrzeuge mit 500.000 Ladegeräten auf Autobahnen und in Gemeinden aufzubauen. Die heutigen Maßnahmen bringen uns dem Abschluss der Arbeit und der Eroberung des globalen EV-Marktes näher.

https://twitter.com/POTUS/status/1625911326802423825

DYOR Dicker

[Dicker69]

In der jüngeren Geschichte wollten Orte keinen Bergbau, was es schwierig machte, durch das Genehmigungsverfahren zu kommen.

Jetzt wird die Entwicklung der Batterielieferkette von der Regierung gefördert. Das ist eine große Veränderung. ...ganz zu schweigen davon, wenn diese großen Autolobbyisten hinter der Sache stehen.



https://twitter.com/skorusARK/status/1625615793164525595/pho…

DYOR Dicker

[Dicker69]

Antwort auf Beitrag Nr.: 73.309.241 von Oginvest am 16.02.23 18:24:09

Moin und Danke für Dein Einsatz hier.....

Wir haben alle die Werbespots gesehen. China ist in Elektrofahrzeuge verliebt. Wie lange dauert es, bis der Markt für Elektrofahrzeuge in den USA Fuß fasst? Antwort: NICHT SEHR LANGE.

Lithiumriese Albemarle Corp (ALB. N) erwartet, dass Chinas Markt für Elektrofahrzeuge (EV) in diesem Jahr um 40% oder mindestens um 3 Millionen Fahrzeuge wachsen wird, was die Nachfrage nach dem Batteriemetall auf dem größten Automobilmarkt der Welt ankurbeln wird.

https://www.reuters.com/markets/commodities/albemarle-expect…

DYOR Dicker

[Oginvest]

Congo demands $17 bln more in infrastructure investments from China deal

Feb 16 (Reuters) -Congo's state auditor has demanded an additional $17 billion of investments from a 2008 infrastructure-for-minerals deal with Chinese investors that is currently being renegotiated, documents seen by Reuters on Thursday showed.

President Felix Tshisekedi's government has been revisiting the deal struck by his predecessor Joseph Kabila under which Sinohydro Corp SINOH.UL and China Railway Group Limited agreed to build roads and hospitals in exchange for a 68% stake in Sicomines, a cobalt and copper joint venture with Congo's state mining company Gecamines.

Under the Sicomines deal, the Chinese investors committed to spending $3 billion on infrastructure projects, but the state auditor - Inspection Generale des Finances (IGF) - demanded that commitment be increased to $20 billion, to reflect the value of the mining concessions that Gecamines contributed to the deal.

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https://www.xm.com/research/markets/allNews/reuters/congo-de…

[Oginvest]

Australia's South32 sees China manganese demand up as half-year profit falls

South32 Ltd pointed on Thursday to signs of rising Chinese demand for steel-making material manganese, while reporting a 44% drop in first-half underlying earnings driven by inflation and falls in prices for its key commodities.

The result slightly beat analysts’ expectations.
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The company, the world’s biggest producer of manganese, said the steel market in China had just begun to warm up following the end of pandemic controls there late last year. A pick-up in property-related steel demand from China would underpin higher manganese prices in coming months, chief executive Graham Kerr told Reuters.

“Real estate is probably still the sluggish market at the moment. That hasn’t quite taken off yet compared to the industrial side,” he said.

However, fresh buying of steel from that sector should erode stockpiles and help lift manganese prices to around $6.20 per dry metric tonne over the next three months from around $5.90 currently, he said. As more supply from South Africa appeared, prices would fall back towards $5.20 to $5.30, he said.

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>> https://www.mining.com/web/south32-sees-china-manganese-dema…