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    GWG Megatrend Rare Earth - Seltene Erden - 500 Beiträge pro Seite

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     Ja Nein
      Avatar
      schrieb am 03.04.07 23:12:17
      Beitrag Nr. 1 ()
      GREAT WESTERN MINERALS GROUP LTD. - http://www.gwmg.ca
      in Berlin handelbar unter WKN 886786
      In Kanada GWG - V

      Deren Hauptziel ist es der erste Produzent von Rare Earth - Seltenen Erden zu werden der auch die Endprodukte daraus herstellt.
      Wodurch sich der mögliche Ertrag aus der Produktion nochmal vervielfachen läßt.

      Die Weiterverarbeitung passiert durch die US-Tochtergesellschaft
      Great Western Technologies Inc. die dies schon seit den 80iger Jahren macht und 2005 von GWG gekauft wurde.
      Die Mine am Hoidas Lake Saskatchewan Kanada ist noch nicht in Produktion aber ab 2009 gehts los. (Also ähnlich zu Lynas und Arafuro)
      Ablaufplanung welche nach Möglichkeit noch wesentlich beschleunigt werden soll.
      http://www.gwmg.ca/investor_relations/pdf/hoidas_project_sum…

      Ein Vergleich zu den anderen Produzenten zeigt daß das abgebaute Material /Tonne mehr wert ist als bei den anderen Minen weil die
      Materialien die am gefragtesten sind und seit Monaten aufgrund des zu geringen Angebotes massiv steigen wie Neodymium Anteilsmäßig mehr vorhanden sind.
      http://www.gwmg.ca/investor_relations/pdf/Hoidas_Comparison_…
      Toyotas Hybridauto braucht jedenfalls ca.20kg dieser Seltenen Erden vorallem für die Magneten und die Batterien.

      Beim durchackern der Homepage sind mir noch 2 Punkte aufgefallen:
      1. Die 43-101 Studie bezieht sich lediglich auf eine von 30 Fundstellen(Showings) innerhalb der 10km² des Claims (100% im Eigentum)Die derzeit angegebenen ca.1 Mill.Tonnen Ressourcen sind also mit Sicherheit tatsächlich ein Vielfaches davon.http://www.gwmg.ca/media_gallery/archives/news_releases/jan3…

      2. Die Analystenstudie enthält außer dem üblichen BlaBla vom Megabedarf die Aussage daß die Firma ein Vorabkommen mit einer der größten Kanadischen Urangesellschaften (Ungenannt) hat, welches besagt gemeinsam bei der Uranmine eine Anlage für Seltene Erden zu errichten die die derzeit als Abfall auf Halde liegenden Seltenen Erden aus der Uranmine weiterverarbeiten soll. Was den Vorteil hätte daß noch mehr Material zum Abbau aus der Mine dazukommt ohne die Abbaukosten zu haben. Dies kommt wohl aber erst später weil die
      Verarbeitungsmenge der US-Tochter zunächst voll ausreichen wird und es auch eine Investition von 5Mill Can$ zusatzlich kosten wird.

      In den nächsten Tagen/Wochen werd ich noch mehrere Angaben aus der Homepage übersetzen und hier reinstellen (weil ja nicht alle soooo
      suuuper englisch sprechen)

      Ich hoffe es finden sich ein paar die mir dabei helfen.

      Meiner bescheidenen Meinung nach ist GWG im Vergleich zu Lynas und Arafura (welche auch Superste Aussichten haben!!) massiv unterbewertet vorallem wenn man schon mal die Ressourcen hochrechnet und sich die eigene Weiterverarbeitung dazudenkt.

      +gruß 4now
      Avatar
      schrieb am 03.04.07 23:39:10
      Beitrag Nr. 2 ()
      soll das ein Witz sein? die Resource ein WitzFliegenschiß, das Gebiet im Permafrostboden (wenn Du weißt, was das bedeutet), kein Wort zum Separationsprozeß ...lies erstmal den 43-101 Report, bevor Du hier große Vergleiche angehst. Zwar ist RAB mit rd 33% beteiligt, aber dennoch riecht mir das alles sehr nach Trittbrettfahrer.

      Art
      Avatar
      schrieb am 03.04.07 23:43:46
      Beitrag Nr. 3 ()
      sorry aber Permafrostboden ists dezitiert keiner und die Ressource hab ich ja schon geschrieben bezieht sich nur auf ein Showing von 30. Zuerst lesen bevor du hier einen auf wichtig machst wäre schön.
      Avatar
      schrieb am 03.04.07 23:50:57
      Beitrag Nr. 4 ()
      zum Separationsprozeß wurden bereits Studien durchgeführt der Vorteil des Vorkommens am Hoidas Lake ist das es besonders leicht zu trennendes Material ist welches auch nicht Radioaktiv ist.

      "One
      of the key differences is that, at Hoidas Lake, the rare earth minerals are hosted
      in apatite and allanite, which, unlike the more common radioactive monazite
      and bastnaesite, are expected to be amenable to leaching."

      "outside of the permafrost
      zone, within gently rolling topography."

      zu finden in der Studiehttp://www.gwmg.ca/investor_relations/pdf/Insinger_Report.pd…
      Avatar
      schrieb am 03.04.07 23:55:13
      Beitrag Nr. 5 ()
      Antwort auf Beitrag Nr.: 28.650.420 von Art Bechstein am 03.04.07 23:39:10@Art,

      entschuldige, aber ich hatte Dich in deinem Forsys-thread vor einiger Zeit auf den Uranexplorer Xemplar (wie Forsys in Namibia tätig) angesprochen, und DU hast diese Firma bzw. Aktie in ein, zwei lapidaren Sätzen niedergemacht. Da stand der Xemplar-Kurs noch niedrig. Jetzt steht der Kurs von Xemplar 3 oder 4 mal so hoch! Also sind die Xemplar Aktienkäufer alle so blöd? :rolleyes:

      Und nun redest Du Great Western Minerals schlecht, ca. 30 min. nach threaderöffnung ...? :rolleyes:

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      Avatar
      schrieb am 03.04.07 23:59:39
      Beitrag Nr. 6 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17@4now

      GWM habe ich diese Woche ebenfalls entdeckt und mich gewundert, dass es noch keinen thread dazu auf WO gibt. War aber zu träge, einen thread zu GWM zu eröffnen.

      Ich bin übrigens über folgenden link auf GWM gestossen:

      http://www.hybridcars.com/investing.html
      Avatar
      schrieb am 04.04.07 00:05:06
      Beitrag Nr. 7 ()
      Antwort auf Beitrag Nr.: 28.650.527 von Fruehrentner am 03.04.07 23:59:39Hallo Frührentner!
      Ich kenn dich schon von den anderen Threads.
      Im Lynas Thread stand daß sie vor Jahren bei Great Western Technologies angefragt haben ob sie ihr radioaktives Material verarbeiten können wozu denen aber die Lizenz fehlt.
      So hab ich dann letzlich GWG gefunden...

      Danke für deine Sachlichkeit!
      Avatar
      schrieb am 04.04.07 00:39:59
      Beitrag Nr. 8 ()
      Antwort auf Beitrag Nr.: 28.650.481 von 4now am 03.04.07 23:50:57der Abbau geht also verhältnismäßig einfach aufgrund des Materials in dem die Erden gelagert sind. Durch Säureauslaugen diese werden dann zur Tochter transportiert und von dieser zum Beispiel zu Super-Magnetischen Puder verarbeitet.

      "Previous work identified three possible flow sheets for mineral processing of the rare earth minerals and demonstrated that the mineral assemblages are amenable to acid leaching.

      Recent work has focused on exploring whether the rare earth values can be upgraded during beneficiation using techniques such as flotation as a possible process step ahead of the hydrometallurgical extraction (leaching). Results have confirmed that the phosphate (apatite) can be separated from the silicates (allanite) by flotation.
      Avatar
      schrieb am 04.04.07 00:56:37
      Beitrag Nr. 9 ()
      Nebenbei als Abfallprodukt fallen die nicht zu den Seltenen Erden zählenden Phosphate (LCD Bildschirme) sowie Scandium, Strontium, und titanium an.
      Avatar
      schrieb am 04.04.07 08:49:40
      Beitrag Nr. 10 ()
      Antwort auf Beitrag Nr.: 28.650.728 von 4now am 04.04.07 00:56:37Naja, Titan findest du in Form von Titandioxid TiO2 in vielen Anstrichfarben für Heimwerker. Daraus wird Titan auch hergestellt (Kroll-Verfahren).

      Titan gibts wie Sand am mehr in Form des Oxids. Die Gewinnung daraus ist allerdings aufwendig und damit teuer.
      Avatar
      schrieb am 04.04.07 09:47:18
      Beitrag Nr. 11 ()
      4now,

      ich glaube, Du machst Dir etwas falsche Vorstellungen vom Abbau von Metallen in Permafrostgebieten, wie Lake Hoidas. Wenn man beim Bohren auf keinen Permafrostboden stößt, dann heißt das nicht, dass es keinen gibt. Das ist ja gerade die Gefahr, die immer wieder auch am südl. gelegenen Athabasca Basin auftaucht, dass Eiskerne unterbohrt werden müssen, die die Mine sehr instabil werden lassen - das ist höchst kompliziert und teuer. GWG wird ja - wenn sie überhaupt abbauen - auch einen selektiven Untertagebau fahren müssen, da die adern einfach zu dünn sind und die Zwischenräume mit tauben Gestein viel zu groß sind für eine Open Pit operation. Du siehst das schon daran, dass man aus immerhin 70 Bohrlöchern mit 8000 Bohrmetern nur 1,365 Mt Gestein definiert hat, das über dem Cut-Off liegt. Noch deutlich wird das beim ergebnis des Follow-Up Drillings Anfang 2006, wo weitere 2222 Bohrmeter aus 22 Löchern einen Mengenzuwachs beim Gestein von 156.000 t gebracht haben - das ist nix !

      Wie die da auf eine 20 Jahre Minendauer kommen wollen ist mir rätselhaft. Der Minenbau ist sehr aufwendig, da es bislang keinen garantierten ganzjährigen Access zum Property gibt - das macht die Operation richtig teuer.

      Trotzdem ich mir die Informationen sorgfältig angeschaut habe, habe ich bislang keine Information gefunden, dass der optimierte Separationsprozeß bereits gefunden ist. Es gibt keine Informationen über die Separation von U3O8 und Thorium, das beides in rel. geringen Konzentration vorkommt. Auch gibt es im 43-101 Report keine Hinweise auf die von Dir genannten Beiprodukte und deren Gewinnung aus dem Separationsprozeß.

      Was die angeblich 30 showings betrifft so frage ich mich, warum GWG sich dann nicht mal ein zweites Showing vorknöpft, anstatt an dieser ausgelautschten JAK-Zone rumzudoktern. Dann könnten sie ja schnell weitere Resourcen definieren, wenn es angeblich so viele Targets gibt.

      Versteh mich nicht falsch; GWG ist sicherlich ein ehrliches Unternehmen, das vermutlich auch seinen Weg gehen wird; man sollte jedoch vorsichtig sein damit, ein Unternehmen wie GWG mit den Weltklassevorkommen in Mt. Weld oder Nolans Bore zu vergleichen. Die Bewertung für GWG ist sicherlich angemessen, aber mehr eben auch nicht.


      @ Fruehrentner

      erstmal bin ich ja erstaunt, dass Du außer "Sauzucht", "hoch mit dem Dreck" u.ä. auch richtige Beiträge schreiben kannst. Was Xemplar angeht, so habe ich keinen Grund gesehen, meine Meinung zu ändern. Die Kursentwicklung sagt nicht immer etwas über die Qualität des Unternehmens aus und Xemplar ist sowohl in Deutschland, als auch in Nordamerika mächtig gepusht worden; warum ein Unternehmen wie Xemplar, die noch nicht ein einziges Bohrloch zustande bekommen haben und sich nur auf ein paar historische Reports stützen kann, mit über 150 Mio$ bewertet ist, wird mir wohl niemand erklären können. Trotzdem natürlich Glückwunsch zu Deinem guten Händchen.

      Art
      Avatar
      schrieb am 04.04.07 12:03:27
      Beitrag Nr. 12 ()
      Antwort auf Beitrag Nr.: 28.652.698 von Art Bechstein am 04.04.07 09:47:18@Art,

      danke für deine heutige, ausführlichere Stellungnahme zu GWM. Das klingt dann schon für mich überzeugender, als 1-2 kurze lapidare Sätze.

      Zu meinen postings bzw. Auftreten hier auf WO allgemein: ich unterscheide streng zwischen den ernsten Faktenthreads und den "Laberthreads" oder wie ich auch sage "Boulevardthreads" zu einer Aktie. Da seh ich keinen Widerspruch drin, auch wenn dieser bei mir krass ausfällt, wie ich zugebe.


      Wo wurde denn Xemplar gepusht? Habe keine BB-Empfehlung sehen können :confused:. Ich hielt es für einen noch wenig entdeckten Wert, oder täusch ich mich da? :confused:
      Xemplar war immerhin mit Forsys auf dieser Züricher Uranminenkonferenz.

      Bin nicht in Xemplar investiert, nicht zuletzt aufgrund deines kritsichen postings von vor einigen Wochen.
      Avatar
      schrieb am 04.04.07 23:05:27
      Beitrag Nr. 13 ()
      Hallo Art! Nicht um ein Duell zu eröffnen sondern nur um meine Meinung darzustellen.

      Auf der Homepage unterhttp://www.gwmg.ca/about_us/index.phpsteht daß die von mir genannten Elemente in signifikanter Menge im abgebauten Gestein enthalten sind.
      "the Hoidas Lake mineralization project has access to significant quantities of scandium, strontium, titanium, and phosphate."

      Bezüglich des Separationsprozeßes hab ich gelesen daß die ersten Metallurgischen Tests eine einfachste Trennung mittels kühler Flüssigkeit zeigten weitere Studien werden von Melis Engineering Ltd. durchgeführt.

      "Metallurgy
      Metallurgical test work on the Hoidas Lake mineralization is now being finalized at Lakefield Research in Ontario, under the direction of Melis Engineering Ltd.

      The REEs at Hoidas Lake are hosted in the phosphate mineral apatite and the silicate mineral allanite. Previous work identified three possible flow sheets for mineral processing of the rare earth minerals and demonstrated that the mineral assemblages are amenable to acid leaching.

      Recent work has focused on exploring whether the rare earth values can be upgraded during beneficiation using techniques such as flotation as a possible process step ahead of the hydrometallurgical extraction (leaching). Results have confirmed that the phosphate (apatite) can be separated from the silicates (allanite) by flotation.

      Further flotation tests are now underway, as well as exploration to determine whether heavy liquid separation and magnetic separation could be useful in beneficiation.

      Hydrometallurgical testing will be initiated to determine the extraction efficiencies of the different lixiviants (both acids and bases) on the different concentrates, tails and "whole ore".

      Bezüglich der deiner Meinung nach zu geringen Förderung es ist derzeit geplant pro Jahr 5000 Tonnen abzubauen. Die nachgewiesenen Mehr als 1Mill.Tonnen würden also schon mal 200 Jahre reichen.
      wenn ich mich nicht irre hat Lynas vor zwischen 10 und 15000 Tonnen/Jahr abzubauen. hat aber derzeit die 6fache Marktkapitalisierung....

      Die Ressourcen sind bei GWG eben nur auf eine von 30 Fundstellen bezogen werden also noch mehr und der Abbau wird sobald sie genug Geld haben auch gesteigert werden.
      Dazu kommt daß die hauseigene Weiterverarbeitung zu Endprodukten
      ein mehrfaches an Betrag bringt je nach Material zwischen dem 2 und 10 fachen. Und daß es billiger ist das Material nicht mehrmals über den Ozean zu verschiffen wie die Australier dies tun müssen ist auch anzunehmen.

      Einen Chart zu den Preisen der Erden nach der Weiterverarbeitung vom Oxyd zum Metall sieht man unterhttp://www.gwmg.ca/investor_relations/pdf/USGSREECritical.pd…
      auf Seite 2.

      Bei den Mengen ist es wichtig Rare Earth nicht mit anderen Metallen zu vergleichen die mit anderen Mengen arbeiten.

      Soda rechnen erlaubt.

      gruß 4now
      Avatar
      schrieb am 05.04.07 08:33:43
      Beitrag Nr. 14 ()
      Antwort auf Beitrag Nr.: 28.669.325 von 4now am 04.04.07 23:05:274now,

      laß mich zuerst das Mißverständnis aufklären, dem Du erlegen bist.

      GWG verfügt über eine kombinierte 43-101 Resource von 1.521.000 t @ 2,77% REO.

      Das ergibt eine REO Resource von 42.132 t

      ARU hat 18,6 Mt @ 3,1% = 576.600 t das 13,7-fache und ein Update steht vor der Tür.

      Was die Produktion betrifft, so geht GWG von 500t/Tag aus, das sind bei einer üblichen Availability von 90% dann 164.000t/Jahr, was beim Durchschnittsgehalt von 2,77% eine Produktionsmenge von 4.550 t REO p.a. ergibt.

      ARU plant bis zu 800.000t Produktion, was bei 3,1% REO-Gehalt eine Jahresproduktion von bis zu 24.800 t REO ergibt = 5,5-fache.
      Die Lebensdauer von Hoidas Lake beträgt aktuell 9,25 Jahre, von Nolans Bore 23,25 Jahre.

      Dazu kommt, dass die REO nur 55% der gesamten Erlöse ausmachen, da es nachgewiesene Beiprodukte gibt, die ökonomisch verwertbar sind.

      Bei GWG habe ich sowohl im Technischen Report als auch in den offiziellen Sedar-Releases nicht über verwertbare Beiprodukte gelesen.

      Zum Separationsprozeß kann man nur das sagen, was GWG veröffentlicht, aber lassen wir das, denn ich glaube, dass GWG überhaupt nicht produziert, wenn sie nicht noch mehr REO finden. Weißt Du eigentlich wie aufwendig ein Minenbau in der Gegend ist, wo es nicht mal eine Straße gibt? und weißt Du, wie aufwendig das Ausbeuten der Mine selbst ist, der Abtransport, das Einfliegen der Crews usw.? da braucht es schon eine signifikante Lebensdauer, um die Investitionen zu rechtfertigen.

      Nochmals - ich halte GWG für ein ehrliches Unternehmen, das eine sehr informative Homepage hat und die ich in keinem Fall als Trittbrettfahrer bezeichnen will (wovon wir bald sehr viele sehen werden). Die Gesellschaft ist aber nicht besonders weit mit dem Projekt und braucht händeringend Bohrerfolge und nicht so einen Mißerfolg wie im letzten Jahr. Vor diesem Hintergrund halte ich GWG für angemessen hoch bewertet, was jedoch nicht heißt, dass sie bei einem GWG Boom nicht auch spekulativ stark profitieren. Man darf eben nicht vergessen, dass RBC Special Situations fast 1/3 der Anteile besitzt. Mir ging es nur darum, den Vergleich zu den beiden Unternehmen LYC und ARU mal zurechtzurücken.

      Art
      Avatar
      schrieb am 05.04.07 08:49:05
      Beitrag Nr. 15 ()
      das wichtigste sind aber die hohen Mengen an Rare Earth
      Preis Vorhandene Menge/
      am Mär 12, 2007 Tonne Ergibt $/Tonne
      Cerium 1.95 45.77 892.52
      Dysprosium 85.00 0.36 306.00
      Erbium 68.00 0.22 149.60
      Europium 255.00 0.59 1,504.50
      Gadolinium 10.00 1.29 129.00
      Hafnium 0.00
      Holmium 0.02
      Lanthanum 2.30 19.75 454.25
      Lutetium 0.00 0.00
      Neodymium 24.25 21.89 5,308.33
      Praseodymium 22.85 5.78 1,320.73
      Samarium 2.40 2.87 68.88
      Terbium 570.00 0.14 798.00
      Thulium 790.00 0.01 79.00
      Ytterbium 132.00 0.03 39.60
      Yttrium 9.50 1.28 121.60

      Gesamt 100 11.172.00$/Tonne

      Quelle: Lynas
      http://www.gwmg.ca/investor_relations/pdf/Hoidas_Comparison_…

      Cerium soll in Zukunft weniger wichtig sein.
      Neodymium das wichtigste (Super magneten für Hybrid Autos)

      Und dann kommt noch die eigene Verarbeitung dazu!
      Avatar
      schrieb am 05.04.07 08:54:46
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 28.670.826 von 4now am 05.04.07 08:49:054now,

      Du scheinst mich nicht zu verstehen; im Moment ist doch überhaupt micht klar, wann und ob GWG überhaupt produzieren wird. Insofern ist eine eigene Verarbeitung erst mal von nachrangiger Bedeutung.

      Art
      Avatar
      schrieb am 05.04.07 09:11:34
      Beitrag Nr. 17 ()
      Antwort auf Beitrag Nr.: 28.670.896 von Art Bechstein am 05.04.07 08:54:46ach art es gibt eine ablaufplanung und zwischenergebnisse und zertifizierte Studienhttp://www.gwmg.ca/investor_relations/pdf/hoidas_project_sum…

      daß das übliche Risiko eines Junior Miners besteht ist ja wohl klar.

      gearbeitet wird jedenfallshttp://outdoors.webshots.com/album/557905123IOrUAL
      daran.

      So ich muß jetzt arbeiten gehen!
      Avatar
      schrieb am 05.04.07 15:54:40
      Beitrag Nr. 18 ()
      Bin schon gespannt ob sich hierfür noch wer interessieren wird ?

      Schöne Ostern!
      Avatar
      schrieb am 05.04.07 16:33:11
      Beitrag Nr. 19 ()
      Antwort auf Beitrag Nr.: 28.678.618 von 4now am 05.04.07 15:54:40Schöne Ostern.

      Eine Bitte: kannst Du einen Moderator fragen, ob er in diesen thread hier noch den Chart einfügen kann?

      Wäre sehr hilfreich. Danke.
      Avatar
      schrieb am 09.04.07 22:36:31
      Beitrag Nr. 20 ()
      Antwort auf Beitrag Nr.: 28.670.662 von Art Bechstein am 05.04.07 08:33:43ARU ist ja schon weiter in der Auswertung seines Besitzes.
      Wie schon gesagt hat GWG erst 1 einziges von 30 Showings an Rare Earth untersucht -logisch also daß die angegebenen Ressourcen noch gering sind. Was ich mir aber erlaube ist anzunehmen daß von den 30 Showings zumindest 10 ein ähnliches Ergebnis bringen werden
      und dann schauts gleich anders aus.

      Hast du dir schon mal ausgerechnet wieviel ARU und Lynas aus ihrem
      REO rausholen können ? eine der beiden arbeitet ja mit Rhodia SA zusammen was also heißt Gewinn teilen. Während GWG selber Endprodukte produzieren kann mit der US Tochterfirma.
      Avatar
      schrieb am 09.04.07 23:44:02
      Beitrag Nr. 21 ()
      Antwort auf Beitrag Nr.: 28.733.272 von 4now am 09.04.07 22:36:31nein 4now,

      so läuft das nicht mit den "showings". Ein "showing" ist erstmal nix...was zählt sind JORC/43-101 Resources und da ist zu wenig dazugekommen bei GWG.

      Was die Weiterverarbeitung der Rare Earth betrifft, so solltest Du etwas gründlicher recherchieren. Die haben ein paar Verarbeitungsgeräte für gut 1 Mio US$ übernommen. Das sollte man nun wirklich nicht als Kaufargument mißbrauchen. GWG braucht dringend Bohrerfolge, sonst ist es Essig mit Vorhaben - absolutes High Risk in der Phase und gut bezahlt der Wert.

      Art
      Avatar
      schrieb am 10.04.07 00:20:10
      Beitrag Nr. 22 ()
      Antwort auf Beitrag Nr.: 28.733.868 von Art Bechstein am 09.04.07 23:44:02hmmm also die great western technologies inc.http://www.greatwesterntech.com/ ist schon ein bisserl mehr als ein paar Verarbeitungsgeräte, ...davon können Arafura und Lynas nur träumen. Umsonst braucht Lynas nicht die Rhodia SA.

      Von deren Homepage von Great Western Tech.: Sie haben die Fähigkeit, Materialien mit außergewöhnlich hohen Reinheitsgrad in ihren Vakuumschmelzöfen zu erzeugen. Sie haben eine der wenigen Anlagen mit denen sie Ground-puder in einem inerten Klima produzieren können. Sie können Wasserstoffspeichermaterialien aktivieren. Und sie entwickeln Pläne um Rare Earth Metalle herstellen zu können.
      So richtig hochfahren werdens die erst wenns sie auch abbauen also
      frühestens Mitte 08.

      Sicherer ist beim derzeitigen Stand ein Investment natürlich in Lynas und Arafuro aber ich meine mehr Geld ist mit GWG zu verdienen dazu muß man aber selbst die Ressourcen hochrechnen. Wer auf die Studien dazu warten möchte kann dies ja gern tun.
      Avatar
      schrieb am 10.04.07 00:35:17
      Beitrag Nr. 23 ()
      Avatar
      schrieb am 10.04.07 08:17:53
      Beitrag Nr. 24 ()
      Antwort auf Beitrag Nr.: 28.733.998 von 4now am 10.04.07 00:20:104now,

      Du mußt halt mal in die Bilanzen und Berichte von GWG schauen - da steht das alles drin. Das ist nix dolles mit der Verarbeitung und läßt sich locker an eine spätere Verarbeitungsanlage dranhängen. GWG hat 1 Mio$ bezahlt für die Geräte auf den Dias, macht ein bißerl Umsatz aber keinen Gewinn mit der Verarbeitung. Davon würde ich nun wirklich keine Investitionsentscheidung abhängig machen. Das entscheidende ist die Resource und bei einem solch schwierig zugänglichen Gebiet wie Hoidas Lake, mit Untergrund Mining, Permafrostgefahr, solch dünnen Adern und so gut wie keinem Zuwachs bei der Resource im letzten Drilling-Programm sieht das einfach nicht gut aus für GWG und mit Lynas oder ARU kannst Du das Unternehmen schon gar nicht vergleichen.

      Art
      Avatar
      schrieb am 10.04.07 08:37:25
      Beitrag Nr. 25 ()
      Antwort auf Beitrag Nr.: 28.734.541 von Art Bechstein am 10.04.07 08:17:53Nein art das Entscheidende ist schon auch das Geschäftsmodell
      weil wenn mehr Gewinn pro Aktie überbleibt weil man für die selbstverarbeiteten Endprodukte das bis zu 10fache erlöst ist das nicht so unerheblich wie du dir das wünscht.
      Es gibt auch die Aussage daß die Tochterfirma lediglich eine Investition von 1Mill.$ benötigt um Gewinnbringend zu arbeiten.

      Wissen die von Arafuro schon wie sie ihr radioaktives Material verarbeiten ? Lynas muß ja mehrmals über den Ozean bis sie ihr Material los sind. Und das wird kosten.

      Das Material von GWG dagegen ist leichter abbaubar, nicht radioaktiv und wird selbst verarbeitet.
      Die wollen übrigens Open Pit abbauen und Permafrost ist auch nicht.
      Du kannst ja noch die FeasibilityStudie die für Ende 07 geplant ist abwarten,...
      Avatar
      schrieb am 10.04.07 08:54:15
      Beitrag Nr. 26 ()
      Antwort auf Beitrag Nr.: 28.734.655 von 4now am 10.04.07 08:37:254now,

      jetzt verläßt Du aber das seriöse Gelände und wirst in erheblichem Umfang unsachlich:

      1. Thorium und Uranoxid gibt es in Hoidas Lake auch, genau wie Silizium und Aluminium, was auch Probleme bei der Separation geben kann

      2. will jeder Open Pit abbauen, dertechnische Report weist aber eindeutig darauf hin, dass die dünnen Adern mit Untergrund-Rechniken abgebaut werden müssen.

      3. die Erträge werden mit Sicherheit nicht das Zehnfache betragen, wenn man eine Verarbeitung hinten dranhängt und bei den geringen Investitionskosten wird es für Lynas und ARU ein leichtes sein, ebenfalls eine Weiterverbeitung umzusetzen, sofern die Margen interessant sind. Sie wären ja blöd, wenn sie es nicht täten, nur warum soll man Schritt 2 vor Schritt 1 machen, denn

      4. im Moment sieht es nach meiner Einschätzung nicht so aus, als würde sich die Resource in Hoidas Lkae porfitabel abbauen lassen. Zu klein ist die Resource, mit zu geringer Lebensdauer, zu teuerem Abbau usw.

      5. Arafura weiß bereits, wie sich das radioaktive Material ablösen läßt - das wurde in der jüngsten Pressemitteilung klar geäußert (sie experimentieren ja bereits seit über 8 Jahren daran)

      6. leichter abbaubar als Nolans Bore geht einfach nicht (keine Winter-Roads, kaum Waste, niedrig liegende Resource, ganzjähriger Abbau möglich, keine Eiskerne, gute Infrastruktur)

      7. die BFS werde ich bestimmt lesen und das solltest Du auch tun; DU könntest mit dem technischen Bericht anfangen

      Art
      Avatar
      schrieb am 11.04.07 23:51:00
      Beitrag Nr. 27 ()
      Übersetzt aus einem Report vom 6 Oktober:
      Zusätzliche Adern mit seltenen Erden sind neben der ursprünglichen JAK Zone entdeckt worden, was dazu führen könnte daß die Ressourcen ausgedehnt weren, sobald die Produktion beginnt. GWG hat 30 Stellen mit Anzeichen auf seltene Erden entlang einer mineralisierten Zone von sechs Meilen beobachtet nach denen gebohrt wird. Es gibt gutes Potential für zukünftige Entdeckungen.

      Der Beginn der bankfähigen Durchführbarkeitsanalyse wird erwartet, für das frühe 2007 mit Kosten von ungefähr CN$4.5 Million. Ein optimales Entwicklungsscenario wird gesucht und weitere Probebohrungsarbeiten werden aufgenommen für eine Klimastudien und Probenahmen. Eine Versuchsanlage wird erworben, um die Proben zu verarbeiten. Gegenwärtig erwartet das Management, daß der Zugang zu den seltenen Erden durch abnehmen des Geländes erfolgt und das unterirdische Aufstemmung die kosteneffektivste Gewinnungsmethode ist. Die Geotechnische Erstanalyse des Bohrkernes schlägt vor, daß der Umgebende Felsen geeignet ist, einen unterirdischen Betrieb zu stützen und daß sich die Seltenen Erden sauber entlang ihrer Kontaktfläche aus dem Felsen brechen lassen. Und dadurch nur eine minimale Verdünnung des Erzes verursacht wird.

      Metallurgie und Mineralverarbeitung Verglichen mit dem Vorkommen in Moutain Pass Kalifornien ist, die Metallurgie der seltenen Masse am Hoidas See ist verhältnismäßig offen/einfach. Einer der entscheidenden Unterschiede ist, daß, am Hoidas See, die seltenen Erden im Apatite und Allanite gelagert sind welche anders als das radioaktive monazite und bastnaesite Gestein (Australien!!), durch einfaches Auslaugen den Zugang zu den Rare Earth erlauben.
      Avatar
      schrieb am 12.04.07 00:41:14
      Beitrag Nr. 28 ()
      Das Auslaugverfahren ist ein erprobtes Standardverfahren
      während die Australischen Vorkommen erst aus dem Gestein herausgebracht werden müssen.Im Labor mags ja funktionieren wie daß dann bei großen Mengen läuft wird sich zeigen.
      Eines ist jedenfalls sicher die Kosten am Hoidas Lake werden einen Bruchteil davon betragen.
      Zufahrtsstraßen kosten bestimmt weniger.
      Avatar
      schrieb am 12.04.07 08:35:56
      Beitrag Nr. 29 ()
      Antwort auf Beitrag Nr.: 28.769.705 von 4now am 12.04.07 00:41:144now,

      Nolans Bore ist auch ein Apatit-Deposit-type...nur zu Deiner Info und dieses Vorkommen läßt sich mit sehr niedrigen Strip-Ratios ganzjährig abbauen, da muß man sich nicht mit engen Adern wie in Hoidas Lake auseinandersetzen und sogar Untergrundmining einsetzen.

      Art
      Avatar
      schrieb am 12.04.07 08:53:43
      Beitrag Nr. 30 ()
      Antwort auf Beitrag Nr.: 28.770.350 von Art Bechstein am 12.04.07 08:35:56fragt sich nur warum du dann so nervös bist ?
      Avatar
      schrieb am 12.04.07 12:28:44
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 28.770.545 von 4now am 12.04.07 08:53:43Mir ist schleierhaft, wie man aus den sachlichen Ausführungen Nervosität herauslesen kann. Oder ist es vielmehr so, dass Dir die sachlichen Argumente ausgehen und jetzt zur Polemik übergegangen werden muss ?
      Avatar
      schrieb am 12.04.07 12:58:36
      Beitrag Nr. 32 ()
      Antwort auf Beitrag Nr.: 28.774.289 von SimplyRed am 12.04.07 12:28:44Hat hier jemand eine Meinung zu Gippsland Ltd?
      Avatar
      schrieb am 14.04.07 02:09:05
      Beitrag Nr. 33 ()
      die Anlagen der US Tochter sieht man zum Beispiel in folgendem Video. http://www.21cbtv.com/media_stream/1817/great_western_m.html
      Avatar
      schrieb am 14.04.07 16:09:16
      Beitrag Nr. 34 ()
      Antwort auf Beitrag Nr.: 28.770.545 von 4now am 12.04.07 08:53:43sei doch froh, dass sich überhaupt jemand mit dem Wert beschäftigt und Dir eine realitätsnahe Einschätzung gibt.
      Avatar
      schrieb am 15.04.07 15:24:50
      Beitrag Nr. 35 ()
      ein Lageplan des Hoidas Lake Claims mit den darauf befindlichen REE Showings.http://members.chello.at/next.u/gwg/hoidasmap.jpg
      Avatar
      schrieb am 15.04.07 15:26:20
      Beitrag Nr. 36 ()
      bild
      Avatar
      schrieb am 15.04.07 16:22:22
      Beitrag Nr. 37 ()
      Antwort auf Beitrag Nr.: 28.824.050 von 4now am 15.04.07 15:26:20hast Du einen Maßstab dazu?
      Avatar
      schrieb am 15.04.07 17:12:45
      Beitrag Nr. 38 ()
      Hallo Art!
      also aus der geologischen Karte die ich unter http://www.ir.gov.sk.ca/adx/asp/adxGetMedia.asp?DocID=4394,3… gefunden habe schließe ich daß der Hoidas Lake ca.3km lang ist übertragen auf die oben gezeigte Karte müßte der Abstand zwischen den äußersten Showings ca.8km sein (Showing Oben Mitte bis Showing links unten)
      Avatar
      schrieb am 15.04.07 19:57:03
      Beitrag Nr. 39 ()
      Antwort auf Beitrag Nr.: 28.824.207 von Art Bechstein am 15.04.07 16:22:22bezüglich maßstab:
      also unter http://www.infomaps.gov.sk.ca/website/SIR%5FGeological%5FAtl… gibt es eine geologische karte von saskatchewan. Habe mich so lange gespielt bis ich
      den hoidas lake gefunden habe -leider kann man in der Mappe keine Ortsbezeichnungen einschalten weshalb ich es nur durch vergleich mit einer anderen Karte auf der der Hoidas Lake aber wohl knapp nicht drauf ist geschafft habe.http://www.becquet.com/director/maps/uranium2.htm
      danach habe ich im Photoshop den see und die claimgrenzen
      von derhttp://members.chello.at/next.u/gwg/hoidasmap.jpg
      nachgezeichnet und in die geologische karte kopiert + scaliert
      + den 7 km Maßstab den die geologiscke Karte hatte nachgezeichnet und besser platziert.
      die von mir so erstellte Karte zeigt übrigens im Süden auch ein
      Base Metall Vorkommen (das grüne Dreieck)sowie 4 Schwarze Dreieckpunkte die für Other Metals(Andere Metalle) stehen und sich mit den REE Showings decken.
      Avatar
      schrieb am 15.04.07 20:14:47
      Beitrag Nr. 40 ()
      die größere Geokarte zeigt vorallem Uranvorkommen und den Abstand zwischen Hoidas Lake und Uranium City
      Avatar
      schrieb am 15.04.07 20:18:18
      Beitrag Nr. 41 ()
      Antwort auf Beitrag Nr.: 28.828.816 von 4now am 15.04.07 20:14:47gute Arbeit 4now, aber wie gesagt - "showings sind nix" solange da kein Deposit draus wird. Die JAK-Zone ist m.E. bislang grenzwertig für eine profitable Ausbeutung und nicht mit ARU und LYC zu vergleichen - mit Abstand nicht
      Avatar
      schrieb am 15.04.07 20:23:55
      Beitrag Nr. 42 ()
      naja in der geologischen Mappe werden 4 Stellen ja schon als deposit bezeichnet und ein Base Metal deposit aber mir ist klar daß dies noch nicht JORG 43-101 ist. Dafür sind die von GWG zuständig.
      Zur Übersicht und als Abschluß der Kartenarbeit.
      Das Bild zeigt die Lage von Uranium City
      Avatar
      schrieb am 15.04.07 22:59:04
      Beitrag Nr. 43 ()
      The property covers over 30 known rare earth showings over a 10 km
      by 2 km area (Aug/01). The showings are contained within a major
      linear structure and appear to have both an intrusive and hydrothermal genesis. The main showing at Hoidas Lake has been traced on surface for 600 m and averages 4 m in width.

      = ist wirklich erst ein Bruchteil deer gesamten Fläche untersucht

      In Feb/02, further metallurgical testing indicates that the Hoidas
      Lake mineralization would be amenable to open pit mining and that
      heap leaching is an appropriate process for metal recovery. There
      is strong evidence to suggest that mining the granitic and mylonitic
      rocks outside the main high-grade rare earth skarn zone could also
      be economically viable provided subsequent drilling proves up sufficient
      ore reserves. In addition to significant rare earth values, the non-
      skarn material contains significant values for titanium, barium,
      gallium, rubidium, strontium and zircon among others.
      The skarn material,
      in addition to highgrade rare earth mineralization, also contains
      high phosphate values of potential economic significance. The fact
      that the material outside the skarn zone has high reserve potential
      makes open pit mining a logical option to evaluate for production.
      SMM also tested a patented recovery process on 58 elements present
      in the Hoidas Lake mineralization. The process uses inexpensive,
      readily available, non-toxic reagents to leach out the elements as
      opposed to conventional acid leaching.
      Results were extremely positive
      with a 100% recovery for approximately half the elements. Recoveries
      for the 15 rare earth elements plus yttrium ranged from 95% to 99.5%
      depending on the host rock. SMM has concluded that the Hoidas mineralization
      is well suited to heap leaching with first-pass recoveries well above
      those seen in most precious metal heap leach operations.
      Avatar
      schrieb am 15.04.07 23:08:53
      Beitrag Nr. 44 ()
      Antwort auf Beitrag Nr.: 28.829.653 von 4now am 15.04.07 22:59:044now,

      Dein Engagement in Ehren, aber es bringt nix. Hier alte Fundstellen zu präsentieren...Lies bitte den technischen Report zu Hoidas Lake. Nach meiner Einschätzung wird das nix mit dem Property dort und Showings bedeutet wirklich nichts, solange da nicht abbaubare Resourcen definiert werden. Auch nützen viele kleine Showings nicht, v.a. wenn sie nicht open piitable sind. Die Adern sind zu dünn und zu weit auseiander für Open Pit mining. Die von Dir angegebenen Metalle spielen im technischen Report keine Rolle und deswegen interessiert mich nicht, was das Unternehmen in der Vergangenheit mal publiziert hat.

      Such Dir lieber eine Gesellschaft mit vernünftigen Perspektiven.

      Art
      Avatar
      schrieb am 15.04.07 23:21:14
      Beitrag Nr. 45 ()
      Antwort auf Beitrag Nr.: 28.829.751 von Art Bechstein am 15.04.07 23:08:53seh ich nicht so. allein daran daß lynas in seiner REO Vergleichstudie GWG angeführt hat zeigt daß die tatsächlichen Experten GWG als ernstzunehmend erkannt haben.

      Es würde für die sicher keinen Sinn machen eine Stelle in Kanada zum Vergleich heranzuziehen die so bedeutungslos ist wie du es hier darzustellen versuchst.

      http://www.gwmg.ca/investor_relations/pdf/Hoidas_Comparison_…
      Avatar
      schrieb am 15.04.07 23:38:57
      Beitrag Nr. 46 ()
      ein satellitenfoto hab ich auch noch
      quelle: http://www.infomine.com/companies-properties/map/googlemappr…

      die claimgrenze wurde wieder von mir eingezeichnet

      Avatar
      schrieb am 15.04.07 23:39:13
      Beitrag Nr. 47 ()
      Antwort auf Beitrag Nr.: 28.829.871 von 4now am 15.04.07 23:21:14ich betrachte und interpretiere hier lediglich die Fakten und phantasiere nicht über "showings". Welche Vergleichsstudie von Lynas meinst Du denn?
      Avatar
      schrieb am 15.04.07 23:41:42
      Beitrag Nr. 48 ()
      Antwort auf Beitrag Nr.: 28.830.025 von Art Bechstein am 15.04.07 23:39:13eine eigene Vorstellung zu haben bzw. Möglichkeiten zu erkennen bevor sie Fakten sind ist aber wohl nicht verboten ?

      Nochmal der Link zum Lynas Vergleich
      http://www.gwmg.ca/investor_relations/pdf/Hoidas_Comparison_…
      Avatar
      schrieb am 15.04.07 23:45:19
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 28.830.047 von 4now am 15.04.07 23:41:42ja, aber damit ignorierst Du die lausigen Ergebnisse des letztjährigen Bohrprogramms und kannst immer noch keine Erklärung dafür geben, warum GWG nur wenige Showings untersucht hat.

      Welche Lynas Studie meinst DU bitte ?

      Art
      Avatar
      schrieb am 16.04.07 00:40:50
      Beitrag Nr. 50 ()
      den link habe ich ja bereits dreimal eingestellt und wenn du links unten in der ecke liest steht da quelle: lynas

      es gibt ja bekanntlich eine economy of scale, es ist aber nicht notwendig der größte zu sein um /Aktie am meisten geld zu verdienen
      daß sie nur wenig untersuchen und stattdessen schnellstmöglich eine
      bescheidene Tagesproduktion von 500 Tonnen anstreben ist eine strategische Entscheidung von GWG. Ich vermute das liegt an der in einem der Inteviews geäußerten Schwierigkeit in Kanada Geld für Rare Earth aufzutreiben. Daß Klimawandel, Hybridautos,...blabla von Bedeutung sind ist zwar für Europäer und Australier nachvollziehbar Nordamerika steht da aber erst am Anfang.

      Mit dieser Produktionskapazität können sie aber bereits 10% des gesamten US-Bedarfs decken (US consumption is estimated at 30,000 tonnes of TREO per annum.)welche insgesamt einen Wert von 1Billion Dollar hat
      (The United States Geological Survey (USGS) estimates the value of RE products consumed in the US at over US$1 billion.
      With a modest 500 tonnes-per-day mining operation, Hoidas Lake is capable of supplying 4,000 to 5,000 tonnes of TREO per annum.)

      TREO = Tonnen Rare Earth Oxide

      Dieses Oxyd wid dann in die verschiedenen Elemente aufgeteilt und
      weiterverarbeitet . Aus dem Neodymium werden dann zum Beispiel super starke Magneten für die Hybridautos.
      Avatar
      schrieb am 16.04.07 00:48:03
      Beitrag Nr. 51 ()
      hier nochmal
      Avatar
      schrieb am 16.04.07 06:58:11
      Beitrag Nr. 52 ()
      Antwort auf Beitrag Nr.: 28.830.399 von 4now am 16.04.07 00:40:504now,

      Du hast behauptet, dass Lynas sogar Hoidas Lake in einem Vergleich erwähnt - dafür möchte ich gerne die Originalquelle haben, denn ich kenne sie nicht. M.W. bezieht sich "source Lynas" nur auf die jeweils aktuellen REO-Preise und vielleicht noch die Angaben zu einigen (zumindest den eigenen) Resourcenangaben. Die Aufstellung halte ich auch nicht für seriös, da sie weder die Gesamtresource noch die geplante/vorhandene/mögliche Jahresproduktion enthält - das spricht eindeutig gegen GWG.

      Solange Du nicht den technischen Report gelesen hast, die einzige Quelle von dritter neutraler Seite, bist Du für mich kein ernsthafter Diskussionspartner.

      Da Du mir immer wieder mit den "Showings" kommst, kann ich Dich nun wirklich überhaupt nicht ernst nehmen, da Du gar nicht zu wissen scheinst, was ein Showing überhaupt ist und wenn Du ernsthaft glaubst, dass GWG einen Wettbewerbsvorteil hat, weil sie sich für 1 Mio. US$ ein paar Backöfen in eine Tochtergesellschaft gestellt hat, dann fehlt Dir jeder Realitätsbezug und Du stehst als kläglicher Pusher von GWG da und wenn Du dann noch so charakterlos bist, mich aus Rache im Arafura-Thread mit unverschämten Unterstellungen anzugreifen, dann disqualifizierst Du Dich auch als seriöser Anleger, anstatt mal ein wenig dankbar zu sein, dass ich Dir kostenlos ein paar Dinge über Dein angebliches Trauminvestment, das Du ja unverhohlen mit LYC und ARU vergleichst und als stark unterbewertet hinstellst.

      Art
      Avatar
      schrieb am 16.04.07 08:56:32
      Beitrag Nr. 53 ()
      Originalquelle müßte man bei lynas abfragen
      ich hab nur das reingestellt was sich auf homepage von gwg findet.

      P.s.: Lieber eine kleine Bäckerei die Semmeln verkauft als eine
      Fabrik die beim Sauerteig stehen bleibt.

      Und daß aus einer kleinen funktionierenden Bäckerei etwas werden kann hat man bei Kamps gesehen.
      Avatar
      schrieb am 16.04.07 10:16:28
      Beitrag Nr. 54 ()
      Antwort auf Beitrag Nr.: 28.831.430 von 4now am 16.04.07 08:56:32na schön, dass Du wenigstens etwas zurückruderst mit der angeblichen Lynas Quelle; die wären m.E. nicht sehr amused darüber, dass hier mit halbrichtigen/unvollständigen Quellenangeben gearbeitet wird. Besonders seriös ist das von GWG jedenfalls nicht, eine Preisaufstellung eines zu nutzen und dann nur die halbe Wahrheit in die Aufstellung reinzuschreiben.

      Was Deine Angaben von 2001 und 2002 angeht, so müßtest selbst Du einsehen, dass ein Unternehmen ohne Bohrprogramm wohl kaum Angaben darüber machen kann, ob eine Resource im Open-Pit Betrieb abbaubar ist. Der technische Report sieht das ja auch grundsätzlich anders.

      Wenn Du die potentiellen Chancen von GWG nun sogar mit einer Kamps AG vergleichst, dann ist Dir wirklich nicht mehr zu helfen und Du demaskierst Dich selbst als skrupelloser Pusher.

      Schau Die die Bohrergebnisse an und Du weißt sofort, wie es um GWG bestellt ist.

      Art
      Avatar
      schrieb am 16.04.07 19:39:59
      Beitrag Nr. 55 ()
      Antwort auf Beitrag Nr.: 28.832.797 von Art Bechstein am 16.04.07 10:16:28Schön daß du weiter hier vorbeischaust (ernst gemeint!)

      Gestern hab ich übrigens noch ein email an den investor relations Mann Mr. Dent geschrieben. Die Antwort kam heute vom Präsidenten.
      Ich stelle den Schriftverkehr zur Gänze rein einer Bewertung enthalte ich mich weil ich euch sowieso nicht überzeugen kann.

      ........

      Dear Mr. xxx

      Thank you very much for your good questions and your support. I will try and answer your questions for you as Gord has referred them to me.
      1) We do believe you are right , in terms of project finance, however what we are waiting on is our consultants to finish the Prefeasabilty Report, which will give us some numbers to work from in terms of cost, market, revenue etc. Until we get that it is hard for us to publish any numbers and we believe that is what they are waiting on. We now expect this report sometime in June and if positive( we have every reason to believe it will be) we should have a lot more interest.

      2) We still do believe that it is one of the largets known RE deposites outside of China. The 20 year mine life our engineers are reporting is only a small fraction of the whole find. We have drilled off 700 meters of a 10kilometer strike length and have only drilled down 150 meters of a potential mile zone. Aside from that there more showing on our ground. The reason we have only drilled the Jak Zone is because that is all we needed to get an econmic mine life for financing. If we had 100 years or more which we believe we have, it would not change our economics numbers just create more expense and dilution for shareholders.

      3) We are always interested in talking to brokers about our company and although we haven't talked to Sprott for a while they are one that we should have another discussion with.

      4) We are working closly with the Government of Saskatchewan in some of these area.saskatoon is home to the Canadian Light Synchrotron, one of 3 like it in the world and is key for research in Nano technologies as is Rare Earths key.

      5) We continue to explore opportunities with Uranium companies and their deposites. It doesn't appear that any will come to fruition before Hoidas production date but they all hold promise and we continue to research these opportunities

      6) Not sure of this question but we have staked all the land in the area that has any Rare earth showings and believe wehave all known showings in the area. I would like to thank you for your interest in our company and shoudl you have any other questions please feel free to contact us at anytime.

      Best Regards
      Jim Engdahl
      President & CEO

      --------------------------------------------------------------------------------

      From: xxx@chello.at [mailto:xxx@chello.at]
      Sent: Sunday, April 15, 2007 9:01 AM
      To: Gord Dent
      Subject: hoidas lake project


      Dear Mr.Dent !

      As small investor in GWG I a have a few questions about.

      1. it looks as became only the difficult project financing the only reason to prevent the success of the Hoidas Lake project.
      I cannot understand why it is difficult to find investors for this rare earth project in canada ?
      2. Mr. Engdahl said that Hoidas is one of the greatest rare earth deposits outside of china but the ressources at the moment seems to be small
      in comparison to those of Lynas and Arafura. Although there are 30 REE showings on your claim you only examine the JAK Zone ?
      3. As I am also an investor in a molybdänum mining company ,it looks like that there is a need for investors like Sprott Securities Inc. to develop
      a industrie like rare earth. How do you see that?
      4. Do you have contact with the Canadian Mining Engineering Universities for R&D and Personal Ressources ?
      5. The insinger report mentioned that you have preliminary agreement with a large canadian uranium mining company to construct a rare earth processing
      facility. Is there any news about the role out of this project ?
      6. is there a comparatively yardstick for this map ?http://www.gwmg.ca/projects/hoidas/background.php The green area is the claim of GWG ?

      I would be pleased if you would reply to my questions

      I have started a thread about GWG in the biggest German Finance Community Site to discuss and inform about GWG.
      http://www.wallstreet-online.de/dyn/community/thread.html?th…

      Regards

      xxx
      xxx, xxx
      Avatar
      schrieb am 17.04.07 18:26:31
      Beitrag Nr. 56 ()
      Great Western Minerals Group Ltd. Nickel-Cobalt Added to Strategic Metal Portfolio

      SASKATOON, SASKATCHEWAN, Apr 17, 2007 (CCNMatthews via COMTEX News Network) --

      Great Western Minerals Group Ltd. (TSX VENTURE:GWG)(PINK SHEETS:GWMGF): The Company is pleased to report that it has acquired, through staking, a 100% interest in an advanced-stage, nickel-cobalt-magnesium project in the western USA. Currently 150 claims cover 3 areas of known nickel-laterite mineralization.

      The property was the subject of a "Phase I Feasibility Study" completed by Davy McKee Corporation, a well-known construction and consulting firm, in 1986. The study was based on 124 drill holes completed between 1964 and 1972 and 36 back-hoe test pits dug and sampled in 1981.

      The study, which is NOT NI 43-101 compliant, and the results, provided here as historic information only was based on a 2,500 ton per day mining operation and concluded that the project was feasible generating a 20.6% return on investment with a 5-year payback on an initial capital cost of US$258 million.

      The study estimated an in-situ tonnage of 27,168,290 tons of lateritic material from the 3 bodies, grading 1.0% nickel, 0.13% cobalt and 8.2% magnesium. Pricing used for the study was US$1.82 per pound nickel, US$11.00 per pound cobalt and US$1.50 per pound magnesium. The study reported that it was metallurgically and economically viable to recover all 3 metals and recommended proceeding to a "Phase II Feasibility Study" which would include a pilot plant and detailed engineering sufficient to produce a "bankable" document suitable for a production decision and financing purposes.

      Geologically, the laterite is exposed at surface and ranges between 5 and 95 feet in depth (2-30 metres). The material does not require blasting and can be mined by ripping, bulldozing, screening and crushing.

      "This fits in well with our mine-to-market business model involving strategic metals in North America", says Jim Engdahl, President. "Many of the same technologies that use the rare earth elements, like we are developing at our Hoidas Lake project in Saskatchewan, also require nickel and cobalt. And any time you can acquire a potential resource with this much work already completed and documented, situated in North America, is potentially a tremendous asset." Adds Mr. Engdahl, "With nickel prices 10 times what they were when the Davy McKee study was done, and cobalt more than triple in value, we are anxious to bring the project up to speed in terms of current standards and see what the new economics look like."

      Now called the Crescent Project, the Company has completed digitizing all the historic data in its possession to facilitate preparation of an initial NI 43-101 compliant report on the project.

      Great Western Minerals Group Ltd., is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing nickel, cobalt and the rare earth elements.

      Jim Engdahl, President

      CUSIP 3914Y 10

      SOURCE: Great Western Minerals Group Ltd.
      Avatar
      schrieb am 17.04.07 20:19:12
      Beitrag Nr. 57 ()
      schöne news ...
      Avatar
      schrieb am 17.04.07 21:25:05
      Beitrag Nr. 58 ()
      Antwort auf Beitrag Nr.: 28.867.351 von 4now am 17.04.07 20:19:12...Genau!...wie auch der Kurs, welcher jetzt richtig anspringt:
      Avatar
      schrieb am 17.04.07 21:44:00
      Beitrag Nr. 59 ()
      Antwort auf Beitrag Nr.: 28.869.312 von D.Bringer am 17.04.07 21:25:05naja ist ja schon wieder stark zurückgefallen ich glaub vor den news im juni zum hoidas rare earth projekt wird sich nicht allzuviel tun. Außer sie könnten vorher schon Sprott Sec. als Investor gewinnen.
      Avatar
      schrieb am 18.04.07 08:28:09
      Beitrag Nr. 60 ()
      das von mir "entdeckte" Base Metallvorkommen im Süden des Hoidas Lake (grünes Dreieck)- es ist in der geologischen Karte im Beitrag #39 ist laut Antwort von GWG nicht groß genug um wirtschaftlich zu sein.

      was bei den rare erath wohl nicht der Fall ist siehe Antwort von GWG in Beitrag #55

      offensichtlich können die von GWG sehr wohl zwischen wirtschaftlich und unwirtschaftlich unterscheiden.

      gruß 4now
      ----------------
      I have been to this site Gord. The setting here is a small slice of volcanics, both basalts and rhyolites, metamorphosed to mid to upper amphibolite grade, that have been entrained along the edge of the Black Bay Fault. This wedge of meta-volcanics is less than 100 m wide and likely less than 500 m long. Within the rhyolites there is disseminated pyrite and interesting alteration. Within the basalts are narrow interflow laminated chert (now white quartz, < 20 cm wide) bands and accompanied by barren sulfide lenses (< 0.5 m wide) and comprised predominantly of pyrrhotite with minor pyrite. There are no economic sulphides present. The vertical exposure of these outcrops is about 100 m. There is therefore little room for this wedge of volcanics to host an economic base metal deposit.



      John G. Pearson

      Vice President Exploration

      Great Western Minerals Group Ltd.

      226 Cardinal Crescent

      Saskatoon, SK

      S7L 6H8

      Phone: (306) 668-0701

      Cell Phone: (306) 229-3223

      -----Original Message-----
      From: Gord Dent
      Sent: April 16, 2007 8:11 AM
      To: Gary Billingsley; John Pearson; Richard Hogan
      Subject: FW: hoidas lake base matal deposit ?


      --------------------------------------------------------------------------------

      From: xxxx@chello.at [mailto:xxxx@chello.at]
      Sent: Sunday, April 15, 2007 10:57 AM
      To: Gord Dent
      Subject: hoidas lake base matal deposit ?

      Dear Mr.Dent !

      After writing my first email to you i found the geological atlas of saskatchewan

      http://www.infomaps.gov.sk.ca/website/SIR%5FGeological%5FAtl…

      in this i see a base metal deposit in the south of your hoidas lake claim.

      I have attached a picture.

      As i am sure that you know about this deposit do you plan to examine it ?

      Which base metals are there ?
      Regards

      xxxx
      Avatar
      schrieb am 18.04.07 17:42:23
      Beitrag Nr. 61 ()
      4/18/2007
      SASKATOON, SASKATCHEWAN, Apr 18, 2007 (MARKET WIRE via COMTEX News Network) --

      GREAT WESTERN MINERALS GROUP LTD. (TSX VENTURE: GWG) (PINK SHEETS: GWMGF):

      The Company is pleased to report that Mr. Miron Shamban will be joining Great Western Technologies Inc. as Vice President of Marketing and Technology. His addition to the staff in Troy, Michigan, will bring a level of expertise in the field of rare earth materials that will accelerate the development of the processing technologies currently being implemented by GWTI.

      Mr. Shamban is joining the team with over 14 years of experience in supplying industry with high technology solutions to the growing demand for rare earth and refractory metals and specialty alloys. As the former President of Arris International, Miron has established a world wide supply chain for specialty materials such as powders, foils, alloys and oxides. His knowledge will add considerable breadth to the type of projects currently being carried out at GWTI.

      "The addition of Miron to our team brings us new expertise and adds significantly to our knowledge base in providing solutions to users of specialty and designer alloy products", says Mark L. Ellis President of GWTI. "We have now completed the strategic circle of contacts we require to operate on a world wide basis. We had prior contacts within the Chinese, Japanese and Indian markets, and now have an experienced insider for the Russian and European markets."

      "The addition of Miron to the Troy staff complements the North American, mine-to-market business model we have worked hard at developing", says Jim Engdahl, President of GWMG. "High gross margin specialty materials using the rare earth elements, like we are developing at our Hoidas Lake project in Saskatchewan, have been developed within the areas that Miron has worked in for the last couple of decades and we feel we will profit from the experience he can bring to our team."

      Great Western Technologies Inc. is a wholly-owned subsidiary of Great Western Minerals Group Ltd, and a key component of the vertically-integrated business model being developed by the parent company. GWTI produces a variety of specialty alloys for use in the battery, magnet, automotive and aerospace industries. These "designer" alloys include those containing nickel, cobalt and the rare earth elements-all of which are included in GWMG's portfolio of mineral projects.

      Mark Ellis, President
      Avatar
      schrieb am 18.04.07 18:25:22
      Beitrag Nr. 62 ()
      New Vice President Appointed for Great Western Technologies Inc.
      April 18, 2007
      GREAT WESTERN MINERALS GROUP LTD. (TSX VENTURE: GWG) (PINK SHEETS: GWMGF):

      The Company is pleased to report that Mr. Miron Shamban will be joining Great Western Technologies Inc. as Vice President of Marketing and Technology. His addition to the staff in Troy, Michigan, will bring a level of expertise in the field of rare earth materials that will accelerate the development of the processing technologies currently being implemented by GWTI.

      Mr. Shamban is joining the team with over 14 years of experience in supplying industry with high technology solutions to the growing demand for rare earth and refractory metals and specialty alloys. As the former President of Arris International, Miron has established a world wide supply chain for specialty materials such as powders, foils, alloys and oxides. His knowledge will add considerable breadth to the type of projects currently being carried out at GWTI.

      "The addition of Miron to our team brings us new expertise and adds significantly to our knowledge base in providing solutions to users of specialty and designer alloy products", says Mark L. Ellis President of GWTI. "We have now completed the strategic circle of contacts we require to operate on a world wide basis. We had prior contacts within the Chinese, Japanese and Indian markets, and now have an experienced insider for the Russian and European markets."

      "The addition of Miron to the Troy staff complements the North American, mine-to-market business model we have worked hard at developing", says Jim Engdahl, President of GWMG. "High gross margin specialty materials using the rare earth elements, like we are developing at our Hoidas Lake project in Saskatchewan, have been developed within the areas that Miron has worked in for the last couple of decades and we feel we will profit from the experience he can bring to our team."

      Great Western Technologies Inc. is a wholly-owned subsidiary of Great Western Minerals Group Ltd, and a key component of the vertically-integrated business model being developed by the parent company. GWTI produces a variety of specialty alloys for use in the battery, magnet, automotive and aerospace industries. These "designer" alloys include those containing nickel, cobalt and the rare earth elements-all of which are included in GWMG's portfolio of mineral projects.

      Mark Ellis, President

      CUSIP 3914Y 10

      The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.

      Contacts: Great Western Minerals Group Ltd. Gord Dent Manager of Investor Relation (306) 668-0701 Email: info@gwmg.ca Website: www.gwmg.ca Great Western Minerals Group Ltd. 226 Cardinal Crescent, Saskatoon, SK S7L 6H8

      SOURCE: Great Western Minerals Group Ltd.
      Avatar
      schrieb am 19.04.07 23:19:06
      Beitrag Nr. 63 ()



      Und der völlig undurchdringliche Permafrostboden :p
      Avatar
      schrieb am 19.04.07 23:24:49
      Beitrag Nr. 64 ()
      Antwort auf Beitrag Nr.: 28.909.805 von 4now am 19.04.07 23:19:06Du hast wirklich keine Ahnung von Geologie und Minentechnik - stimmts? :laugh:
      Avatar
      schrieb am 19.04.07 23:40:25
      Beitrag Nr. 65 ()
      Kernlager Hoidas lake

      Avatar
      schrieb am 19.04.07 23:48:01
      Beitrag Nr. 66 ()
      Bohranlage Bild Winter07 wurde von der japanischen Geologin
      unter http://outdoors.webshots.com/album/557905123IOrUAL?start=12ins Internet gestellt
      Avatar
      schrieb am 19.04.07 23:55:00
      Beitrag Nr. 67 ()
      Die Geologin und der Leiter der Bohrungen
      Sie arbeiten für unsere Gewinne
      Avatar
      schrieb am 20.04.07 10:03:38
      Beitrag Nr. 68 ()
      Antwort auf Beitrag Nr.: 28.910.224 von 4now am 19.04.07 23:55:00Sie arbeiten für unsere Gewinne

      Wow, was für Fakten, welch Potential, was für eine Story!
      Lasst Bilder sprechen (denn schon dem Schnee und dem netten Grinsen sieht man die $$$ an)!
      Und wahrscheinlich ist der Mann mit dem Barte der CEO, echt cool :laugh:

      Ohuhn
      Avatar
      schrieb am 20.04.07 19:04:03
      Beitrag Nr. 69 ()
      SASKATOON, SASKATCHEWAN, Apr 20, 2007 (CCNMatthews via COMTEX News Network) --

      Great Western Minerals Group Ltd. (TSX VENTURE:GWG) (PINK SHEETS:GWMGF):

      At the request of Market Regulation Services the Company offers the following expanded disclosure to the April 17th news release announcing the acquisition, through staking, of a 100% interest in an advanced-stage, nickel-cobalt-magnesium project in the western USA. Currently 150 claims cover 3 areas of known nickel-laterite mineralization.

      The property was the subject of a "Phase I Feasibility Study" completed by Davy McKee Corporation, a well-known construction and consulting firm, in 1986. The study was based on 124 drill holes completed between 1964 and 1972 and 36 back-hoe test pits dug and sampled in 1981.

      The study, which is not NI 43-101 compliant, and as such a qualified person has not done sufficient work to classify the historical estimate as current mineral resources, was based on a 2,500 ton per day mining operation and concluded that the project was feasible, generating a 20.6% return on investment with a 5-year payback on an initial capital cost of US$258 million.

      The study estimated an in-situ tonnage of 27,168,290 tons of lateritic material from the 3 bodies, grading 1.0% nickel, 0.13% cobalt and 8.2% magnesium. Pricing used for the study was US$1.82 per pound nickel, US$11.00 per pound cobalt and US$1.50 per pound magnesium. The study reported that it was metallurgically and economically viable to recover all 3 metals and recommended proceeding to a "Phase II Feasibility Study" which would include a pilot plant and detailed engineering sufficient to produce a "bankable" document suitable for a production decision and financing purposes. The Company is not treating the historical estimate as current mineral resources and the historical estimate should not be relied upon. The results are provided here as historic information only.

      Geologically, the laterite is exposed at surface and ranges between 5 and 95 feet in depth (2-30 metres).

      "This fits in well with our mine-to-market business model involving strategic metals in North America", says Jim Engdahl, President. "Many of the same technologies that use the rare earth elements, like we are developing at our Hoidas Lake project in Saskatchewan, also require nickel and cobalt. And any time you can acquire a property with this much work already completed and documented, situated in North America, is potentially a tremendous asset." Adds Mr. Engdahl, "With nickel prices 10 times what they were when the Davy McKee study was done, and cobalt more than double in value, we are anxious to bring the project up to speed in terms of current standards and see what the new economics look like."

      Now called the Crescent Project, the Company has completed digitizing all the historic data in its possession to facilitate preparation of an initial NI 43-101 compliant report on the project. The results reported above are not current, are no longer valid and should not be relied upon. The Company is treating the historical estimate as just that-a historical resource.

      Gary L. Billingsley, P.Eng., P.Geo. is the Qualified Person responsible for the project and has reviewed this release.

      Great Western Minerals Group Ltd., is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 20.04.07 20:04:22
      Beitrag Nr. 70 ()
      Antwort auf Beitrag Nr.: 28.923.633 von Belu1972 am 20.04.07 19:04:03Leider nichts Neues, sind die gleichen News wie am 17.04.07 -
      siehe Posting #56.
      Avatar
      schrieb am 20.04.07 22:42:48
      Beitrag Nr. 71 ()
      schaut mal auf die homepage von lynas, dort ist hoidas lake-GWG mit dem höchsten value per tonne REO aufgeführt, vor arafura und lynas, also wer zuletzt lacht, lacht am besten, auf geht`s!!
      Avatar
      schrieb am 20.04.07 23:48:41
      Beitrag Nr. 72 ()
      Antwort auf Beitrag Nr.: 28.927.510 von nicolani am 20.04.07 22:42:48Die Website von Lynas ist groß und wimmelt von PDFs.
      Du wirst und den entsprechenden Link sicher nicht vorenthalten?
      Avatar
      schrieb am 20.04.07 23:53:54
      Beitrag Nr. 73 ()
      Also ich konnte es auf der Lynas Homepage nicht finden ,...

      kenne nur diese aufstellung von der GWG Homepage
      Avatar
      schrieb am 21.04.07 06:58:35
      Beitrag Nr. 74 ()
      Antwort auf Beitrag Nr.: 28.927.510 von nicolani am 20.04.07 22:42:48die Aufstellung ist nicht von Lynas, sondern von GWG. Das unseriöse daran ist aber, dass GWG natürlich die Pillepalle Tonnage vergißt zu erwähnen :mad:

      Von Lynas sind lediglich die Preise für die REE.

      Art
      Avatar
      schrieb am 21.04.07 11:01:56
      Beitrag Nr. 75 ()
      Zur bisher geringen Menge an Ressourcen schreibt der President
      von GWG daß es für GWG keinen Sinn macht ale Ressourcen, die seiner Meinung nach entsprechend den 30 Showings mit Sicherheit vorhanden sind und für mindestens 100Jahre reichen werden, zu belegen, sondern zuerst für den kleinen Bereich ein komplettes Abbaukonzept samt Finanzierung aufzustellen.
      (Nachzulesen in Beitrag #55)
      Die bisher nachgewiesenen Ressourcen beziehen sich eben nur auf die JAK Zone.

      Dafür versuchte GWG durch den Kauf von Great Western Technologies in 2005 den kompletten Ablauf von der Mine bis zum verkaufbaren Endprodukt selbst durchzuführen und so den Ertrag zu vervielfachen Es ist halt eine andere Strategie
      (aufgrund des wenigen Geldes) dies so zu tun und erst danach das ganze aufzublasen. Ich selbst kann mir nicht vorstellen daß in den anderen 29 Showings so rein gar keine weiteren Ressourcen zu finden sein werden. Es ist natürlich einfach dies alles mies zu machen...
      Avatar
      schrieb am 21.04.07 22:17:17
      Beitrag Nr. 76 ()
      ein Vergleich der Projekt-Zeitpläne
      Avatar
      schrieb am 22.04.07 18:10:24
      Beitrag Nr. 77 ()
      muß meine karten etwas korrigieren die claims die GWG gehören sind doch mehr als bisher eingezeichnet.

      im Südwesten gehört uns am Alces Lake offensichtlich auch ein Claim
      dieser wurde von GWG nirgends erwähnt laut
      http://www.ir.gov.sk.ca/dbsearch/MinDepositQuery/default.asp… gehört er aber zu Geat Western Gold = GWG die jetzt Great Western Minerals heißen.

      es handelt sich jedenfalls auch um ein REE Vorkommen.

      Property: S-106648
      Location: Alces Lake area
      Owner: Great Western Gold Corp.
      Commodity: Re
      Associated Commodities: Th;Mz;Cc;La;Nb
      Deposit Type: Outcrop
      Latitude: 59° 40' 06"
      Longitude: 108° 01' 40"
      Host Rock: Plutonic

      The rare earth element (REE) showing is located immediately south of the
      southeast end of a small lake, approximately 1 mile (1.6 km) south of the
      middle of Alces Lake.
      The showing area is underlain by a northeast-trending granite gneiss of
      Tazin age.
      The Alces Lake REE showing is in the form of monazite, a phosphate
      containing Ce and La, and thorium. The monazite [Ce,La,Nb,Th)(PO4,SiO4)]
      occurs as red resinous crystals in a biotite band of pegmatite, 4 to 6 ft (1.2 to 1.8 m) wide, striking north and extending approximately 300 ft (91 m) along the southeast and northwest sides of a northwest-trending draw. The band was trenched at 100 ft (30.5 m) intervals and is exposed in two trenches. High radioactivity has been recorded near by.
      Samples from the trenches have been assayed and returned values of up to
      16% rare earths and 3% thorium.

      Die 3claims südlich der unseren gehören seit Nov.06 Manson Creek Resources - vielleicht kann man mit denen ja mal die Straße bauen.
      Avatar
      schrieb am 22.04.07 18:20:50
      Beitrag Nr. 78 ()
      wie nun schon mehrfach gesagt, was GWG bislang gefunden hat ist kaum ausreichend für ein ordentliches Deposit und wenn der CEo ernsthaft an ein Weltklassevorkommen glaubt, dann soll er es verdammt nochmal ausgraben und nicht so einen Schmarrn in die Welt setzen von wegen, man wolle erstmal ein Gebiet zur produktion bringen etc... Es gibt bislang keine Hinweise darauf, dass es größere ökonomisch abbaubare Menge REE am Hoidas Lake gibt. Was die Gesellschaft 2000 oder 2001 mal gemutmaßt hat ist nach dem 43-101 Report irrelevant, da man gerade deswegen unabhängige Berichte zur Pflicht gemacht hat, um den euphorischen Gebrabbel eines CEO vorzubeugen. Also Open Pit Mining kann man in der JAK Zone nach den bisherigen Erkenntnissen schlichtweg vergessen und undergroundmining in einer Permafrostzone ist jedenfalls äußerst kompliziert und ob GWG as jemans gebacken bekommt, sollte man als Anleger heute erstmal noch kritisch hinterfragen. Fraglich auch, warum GWG plötzlich mit einem Nickel-Cobalt Projekt daherkommt, wo man doch angeblich ein Weltklasseprojekt im Bereich REE hat :confused:

      Das ist alles sehr merkwürdig, mal ganz abgesehen von dem äußerst fragwürdigen "Vergleich" zwischen ARU, Lynas, Mountain Pass und GWG

      Art
      Avatar
      schrieb am 22.04.07 19:16:41
      Beitrag Nr. 79 ()
      na ich denke dir ist nicht zu helfen,... interessant ist daß du immer wieder die gleichen dummen Behauptungen aufstellst...
      Avatar
      schrieb am 22.04.07 19:19:48
      Beitrag Nr. 80 ()
      ob deine Arafura jemals den Separationsprozess gebacken bekommen der dann irgendwo in Darwin passieren soll ?:laugh:
      Avatar
      schrieb am 22.04.07 19:36:47
      Beitrag Nr. 81 ()
      Antwort auf Beitrag Nr.: 28.943.805 von 4now am 22.04.07 19:16:41hast du inzwischen den technischen Report zu Hoidas Lake gelesen und grob verstanden?
      Avatar
      schrieb am 22.04.07 19:44:17
      Beitrag Nr. 82 ()
      Antwort auf Beitrag Nr.: 28.943.892 von 4now am 22.04.07 19:19:48das wird sich beim Betrieb der Pilotanlage Ende 2007 zeigen. ARU hat jedenfalls Bulksamples definiert beim Block Drilling im letzten Jahr November. Dieser Aufwand lohnt sich, denn der Metall Value/tonne bei ARU ist ja um mehr als 50% höher als bei GWG. Die Minen-Kosten werden beim bulk open pit mining und idealer Infrastruktur auch deutlich besser sein und was das Refining betrifft, so lassen sich die Phosphate Rocks (P2O5) aus 20.000 t REO zu 120.000 t Phosphate Acid weiterverarbeiten (cash cost 130 US$/t bei 400 US$/t Vk-Preis). CaCl2 ist auch bereits safe - es geht nur noch um das U3O8. Dazu habe ich übrigens bei GWG's Separtionsprozeß noch gar nichts gelesen, aber Du wirst auch dazu sicherlich wieder ein paar schöne Bildchen haben :laugh:

      Art
      Avatar
      schrieb am 22.04.07 20:25:18
      Beitrag Nr. 83 ()
      das ist ja das Problem mit dir es geht nämlich mir nicht darum ARU oder Lynas schlecht zu machen. Die werden noch massív steigen. Ich möchte aber GWG in ein Verhältnis dazu stellen dürfen um meine Behauptung zu belegen daß hier eine Unterbewertung gegenüber diesen Peers vorliegt.
      Avatar
      schrieb am 22.04.07 20:29:59
      Beitrag Nr. 84 ()
      ob GWG so schlecht ist wie du meinst wird man schon im Juni bei der Bekanntgabe der prefeasability Daten wissen...
      ich persönlich glaub halt den Aussagen vom CEO Engdahl mehr als dir
      nachzulesen im Posting #55.
      Avatar
      schrieb am 22.04.07 20:50:20
      Beitrag Nr. 85 ()
      fortsetzung der claimliste: die 16% Rare Earth im Alces Lake Claim
      siehe #77 lesen sich schon nett...selbstverständlich sind sie völlig wertlos:lick:

      http://www.ir.gov.sk.ca/dbsearch/MinDepositQuery/default.asp…

      Property: S-104263 (formerly: JAK claims nos. 5 and 8)
      Location: Nisikkatch Lake - south tip
      Owner: Great Western Mineral
      Commodity: Re
      Associated Commodities: REE;Cc;Y;Ap;Ti;At
      Deposit Type: Outcrop
      Latitude: 59° 52' 30"
      Longitude: 107° 54' 00"
      Host Rock: Plutonic

      The showing is located at the southerly tip of Nisikkatch Lake. The showing consists of an occurrence of allanite. The allanite is associated with fracturing and shattering. The veins may be completely allanite filled or may be fine to coarse feldspar with allanite, pyroxene and alteration products. The veins may also contain zones of apatite, amphibole,
      pegmatite and carbonate material. Thorium mineralization causes the high
      radioactivity. The distribution of the mineralization is extremely erratic.
      The locally truncated and drawn out veins occur within mylonitic and
      granulitic country rock.
      A modal analysis from an outcrop on this showing is 40.3% hyalophane - a
      clear feldspar [(K,BA)Al(Al,Si3)O8], 26.5% salite [Ca(Mg,Fe)Si2O6], 23.8%
      allanite [(Ce,Ca,Y)(Al,Fe)3(SiO4)3.OH], 5.9% hornblende, 2.5% sphene and 1.0% other material.

      http://www.ir.gov.sk.ca/dbsearch/MinDepositQuery/default.asp…
      Property: S-104263 (formerly: JAK claims)
      Location: Hoidas Lake - south tip of
      Owner: Great Western Mineral
      Commodity: Re
      Associated Commodities: Re;Th;Cc;Y;Ap;At
      Deposit Type: Outcrop
      Latitude: 59° 52' 30"
      Longitude: 107° 54' 00"
      Host Rock: Plutonic

      The showing consists of an allanite occurrence which is located on the southern tip of Hoidas Lake.
      The allanite [(Ce,Ca,Y)(Al,Fe)3(SiO4)3.OH] is associated with zones of
      fracturing and shattering that cut the granulitic country rock. The veins may be completely allanite filled or may be fine to coarse feldspar with allanite,pyroxene and alteration products. The veins may also contain zones of apatite,amphibole, pegmatite and carbonate material. Thorium mineralization causes radioactivity. The distribution of the mineralization is erratic but abundant.The allanite may be present as irregular blebs, bodies and veins up to 3 ft(0.9 m) wide.
      A specimen from this area was found to contain 12.03% Re, principally
      Ce2O3.
      Avatar
      schrieb am 22.04.07 20:52:37
      Beitrag Nr. 86 ()
      den text zu diesem Claim habe ich nur zum kleinen Teil das original findet sich unter
      http://www.ir.gov.sk.ca/dbsearch/MinDepositQuery/default.asp…
      Property: S-104987 (formerly: KA claim no. 2 and portion of KA claim no. 1; JAK claims)
      Location: Hoidas Lake - north tip of: JAK grid
      Owner: Great Western Mineral
      Commodity: Re
      Associated Commodities: Re;Au;Ag;Cu;Cc;Y;Ga;Ap;At
      Deposit Type: Outcrop
      Latitude: 59° 56' 20"
      Longitude: 107° 48' 00"
      Host Rock: Plutonic

      The six most common minerals present are cerium, gadolinium, lanthanum,
      neodymium, samarium, and praseodymium. A metallurgical study, completed in 2001
      by Lakefield Research, concluded that up to 75% of the REE content of the Jak
      Zone is derived from red or brown apatite (masked in hand sample by finely
      dispersed hematite) and, to a lesser degree, monazite. The remaining REE comes
      from allanite. Trench examination suggests multiple mineralized zones. Trench
      sampling returned the following values:



      Rare Earth West Main Mylonite

      Oxide Zone Zone

      _________________________________________

      CeO2 0.982 2.439 1.070

      Dy2O3 0.004 0.010 0.002

      Er2O3 0.003 0.009 0.002

      Eu2O3 0.007 0.019 0.006

      Gd2O3 0.013 0.035 0.010

      Ho2O3 0.000 0.001 0.000

      La2O3 0.445 1.150 0.529

      Nd2O3 0.382 0.922 0.372

      Pr6O11 0.101 0.230 0.095

      Sm2O3 0.038 0.092 0.031

      Tb4O7 0.002 0.005 0.000

      TTL REO 1.976 4.911 2.118

      _________________________________________

      Trenches 1 4,5,6,7,11 8,9

      Zone Width 3.90 m 3.23 m 2.60 m
      Avatar
      schrieb am 22.04.07 20:57:46
      Beitrag Nr. 87 ()
      der folgende claim ist wie der alces claim auch nicht wirklich
      erforscht
      http://www.ir.gov.sk.ca/dbsearch/MinDepositQuery/default.asp…
      Property: S-106089
      Location: Hoidas Lake - north of
      Owner: Great Western Mineral
      Commodity: Re
      Associated Commodities: Cc;Y;At
      Deposit Type: Outcrop
      Latitude: 59° 57' 20"
      Longitude: 107° 48' 20"
      Host Rock: Plutonic
      The showing consists of an occurrence of allanite located approximately 1 mile
      (1.6 km) north of Hoidas Lake on the north shore of a small unnamed lake.
      The allanite [(Ce,Ca,Y)(Al,Fe)3(SiO4)3.OH] occurs as discrete coarse
      crystals in muscovite pegmatite that lies within a garnetiferous granulite.
      The allanite forms prismatic crystals that are as much as 1 by 4 inches (2.5 by
      10.2 cm) in size and may be surrounded by a halo of quartz. The pegmatite
      consists of coarse pink-white feldspar, quartz and muscovite books.
      Avatar
      schrieb am 22.04.07 21:01:15
      Beitrag Nr. 88 ()
      Antwort auf Beitrag Nr.: 28.945.709 von 4now am 22.04.07 20:52:374now,

      nein, Dir geht es bloß ums Pushen, da Du ja ganz gezielt Fakten ausblendest und stattdessen mit veralteten Schönberichten des Vorstandes ankommst. Solange Du nicht den technischen Bericht liest, bist Du für mich kein glaubwürdiger User bei WO. Was meinst Du denn, warum die 43-101/JORC Standards auf eine möglichst standardisierte, qualitativ hochwertige und unabhängige Berichterstattung zu den properties abstellen?

      Also mach Deine Hausaufgaben!

      Art
      Avatar
      schrieb am 22.04.07 21:39:50
      Beitrag Nr. 89 ()
      Antwort auf Beitrag Nr.: 28.945.793 von Art Bechstein am 22.04.07 21:01:15welchen veralteten Schönbericht meinst du denn ?
      und ich habe die gesamte homepage (inklusive den technischen Bericht) sowie die Lynas und Arafura Threads zur Gänze gelesen bevor ich investiert habe.
      Wenn du meinst das einstellen von Teilen von der GWG Homepage oder von offiziellen kanadischen Stellen wäre pushen dann wärs interessant wie du das gegrunze in den ARU Threads bezeichnest ?
      Avatar
      schrieb am 22.04.07 22:08:33
      Beitrag Nr. 90 ()
      Antwort auf Beitrag Nr.: 28.946.155 von 4now am 22.04.07 21:39:50Du kannst hier nicht Zitate aus 2000/2001 zu Open Pit Mining von Hoidas Lake brigen, wenn der technische Report zu anderen Schlußfolgerungen kommt - das ist einfach unseriös. Die Aufstellung von GWG ist auch vollkommen unseriös, weil die Quellenangabe nicht stimmt und die Aufstellung wichtige Fakten einfach wegläßt und darauf keinen Hinweis gibt. Showings als quasi sichere Resource zu verkaufen ist unseriös. Wenn DU wirklich vor Deinem Investment alles gelesen haben willst, hätten Dir auch nicht solch grobe Fehler wie in der Kommentierung der Resource unterlaufen dürfen.

      Art
      Avatar
      schrieb am 22.04.07 22:32:13
      Beitrag Nr. 91 ()
      die showings sind natürlich nicht automatisch resourcen aber
      warum sollten sie nicht zum Teil dazu werden können ?
      Zumindest in der JAK Zone wurde ja, wenn auch deiner Meinung nach wenig nachgewiesen. Ich nehme deshalb an daß dies auch noch mehr werden kann und sehe mich durch das Mail von Herrn Engdahl der ja sein Projekt besser kennen dürfte als du und ich, bestätigt.

      Unter http://www.ir.gov.sk.ca/adx/asp/adxGetMedia.asp?DocID=5153,4… findet sich übrigens ein geologischer Bericht
      zu 2 Showings der vom Department of Industry and Resources stammt.

      Ich stell hier mal oberflächlich wie ich bin nur ein Bild davon ein. Hauptgrund ist aber daß der Bericht 60MB schwer ist.
      Für die die wie ich nicht wußten wie ein showing aussieht -entscheidend sind aber die 250m unterhalb und was eine Studie
      nach 43-101 Standard ergibt. Das spekulieren auf positive Ergebnisse ist aber erlaubt.

      Avatar
      schrieb am 22.04.07 22:50:35
      Beitrag Nr. 92 ()
      Antwort auf Beitrag Nr.: 28.946.694 von 4now am 22.04.07 22:32:13genau - warum nicht. Und wenn das so weit ist, dann kann man auch über höhere Bewertungen nachdenken. Im Moment gibt es dafür jedoch keinen Anlaß, da keinerlei Resourcen außerhalb der JAK-Zone 43-101 konform nachgewiesen wurden.

      Art
      Avatar
      schrieb am 23.04.07 23:19:56
      Beitrag Nr. 93 ()
      Antwort auf Beitrag Nr.: 28.946.694 von 4now am 22.04.07 22:32:13Um zu zeigen daß GWG mit der hauseigenen Weiterverarbeitung daß ertragreichere Geschäftsmodell hat.


      In der ersten Reihe die Preise für das Oxid und in der 2Reihe für das Metallpuder.
      Cerium________$1.95 ___$ 51.20 /kg Cerium Oxide (Ceria) powder, 99.95%, D50 <1 mm__ CeO2
      _____________________$77.90 /kg Cerium Oxide (Ceria) powder, 99.7%, D50 ~0.5 µm_ CeO2
      Dysprosium___$85.00
      Erbium_______$68.00
      Europium____$255.00 ___$ 688.00/kg Europium Oxide powder, 99.995+% (REO), D50 3~4 µm_ Eu2O3
      Gadolinium___$10.00
      Hafnium______$ 0.00
      Holmium______$ 0.00
      Lanthanum____$2.30______$ 56.00/kg Lanthanum Oxide Powder, 99.995+%___________ La2O3
      ______________________$294.00/kg Lanthanum Oxide nano powder (99.995, ~80 nm) __La2O3
      Lutetium______0.00
      Neodymium___$24.25____$ 122.00/kg Neodymium Oxide Powder, 99.9+% (REO), D50 ~5 µm_ Nd2O3
      Praseodymium_$22.85
      Samarium______$2.40
      Terbium_____$570.00_____$720.00/kg Terbium Oxide powder, 99.99+% (REO), D50 ~4 mm__ Tb4O7
      Thulium_____$790.00
      Ytterbium____$132.00_____$ 273.00/kg Ytterbium Nitrate, 99.9% (REO)_______Yb(NO3)3•5H2O
      ______________________$ 754.00/kg Ytterbium Acetate, 99.99% (REO)____Yb(CH3COO)3•4H2O
      Yttrium_______$9.50______$ 255.00/kg Yttrium Oxide nano powder (99.95+%, APS 30-50 nm)__ Y2O3

      Leider habe ich nicht für alle Lathanide einen Preis gefunden
      Quelle: http://www.advancedmaterials.us/nanomat.htm
      Die Preise fürs Oxid stammen von Lynas
      Avatar
      schrieb am 26.04.07 21:04:37
      Beitrag Nr. 94 ()
      Great Western Minerals $300,000 debenture financing


      2007-04-25 17:03 ET - Private Placement - Debenture

      The TSX Venture Exchange has accepted for filing documentation with respect to a non-brokered private placement announced April 4, 2007.


      Convertible debenture: $300,000

      Conversion price: Convertible into shares at 40 cents per share of principal outstanding in year 1 and year 2, at 44 cents per share in year 3, at 48 cents per share in year 4, and at 53 cents per share in year 5

      Maturity date: Five years from the date of issuance

      Interest rate: 8 per cent per year

      Hidden placee: One hidden placee participated
      Avatar
      schrieb am 05.05.07 17:29:00
      Beitrag Nr. 95 ()
      The value of rare earth oxides can vary significantly depending on the particular
      element and the purity level of the product. Recent pricing for "standard" 99 purity
      oxides, ranges from US$2 per kg for cerium to US$525 per kg for terbium. These prices can
      go significantly higher for higher purity oxides or metals. The Hoidas Lake rare earth
      mineralization has a higher proportion of the heavier, more valuable, REEs than
      comparable deposits. For example, 1 kg of rare earth oxide produced from Hoidas Lake,
      based on recent standard oxide pricing for 8 of the elements (for which regular pricing
      is available) would be valued at US$8.20 per kg. Producing higher purity or value-added
      products can garner higher prices that could increase that value by several times
      Avatar
      schrieb am 05.05.07 17:55:50
      Beitrag Nr. 96 ()
      Börsenplätze Berlin Frankfurt Canada
      WKN: 886786
      ISIN: CA39141Y1034

      Avatar
      schrieb am 05.05.07 20:52:45
      Beitrag Nr. 97 ()
      Ein paar Zitate aus dem technischen Bericht (subjektive Auswahl) :
      No significant discrepancies were identified in the validation of the resource and the resource remains open along strike and to depth.
      No permafrost has been noted in the course of drilling or exploration and Hoidas Lake would be a source of make-up water through the winter season.
      The veins in the JAK zone, in addition to being REE bearing, are also enriched in U, Th, Ba,Sr, P, Y, Fl, Nb, Zr and Sc;
      Europium shows little or no fractionation.

      Im Allanite Gestein wurden Min/Max/Mittel 18.46/26.95/22.24% TREO
      Im Apatite Gestein wurden Min/Max/Mittel 0.62/6.38/2.71% TREO gefunden. der Anteil von Allanite am Gesamtgestein ist allerdings nur ca.20%.

      Unlike most mining situations which deal with perhaps one to three commodities, some 14
      different rare earth elements are found within rare earth bearing assemblages, and in the
      case of Hoidas Lake these are found in at least five mineral species.

      Eine 3D Darstellung des Verlaufs der in der JAK Zone gefundenen REE Gesteine.
      Avatar
      schrieb am 13.05.07 19:23:42
      Beitrag Nr. 98 ()
      Avatar
      schrieb am 15.05.07 23:23:48
      Beitrag Nr. 99 ()
      In Quest for Better Battery,
      Keep an Ion Nationalism


      By NORIHIKO SHIROUZU
      April 13, 2007



      The Wall Street Journal



      In 2005, General Motors Corp. executives -- blue over their company's less-than-green reputation and envious of eco-darling Toyota Prius -- began searching the world for advanced batteries they hoped would power a new generation of gas-electric hybrid cars.

      Most roads led them to Japan, the leader in battery technology and Toyota Motor Corp.'s home turf. Several GM engineers and executives describe their experience at Panasonic EV Energy Co. Ltd., one of the top makers of hybrid-car batteries, as typical of the reception they received there: When GM team members asked for detailed information about the company's most sophisticated automotive lithium-ion batteries, Panasonic EV refused.

      A Panasonic EV spokesman says that as a matter of company policy it only discloses that kind of information to its parent company, Toyota.

      The car business may have gone global, but the rush to develop new technology to reliably and inexpensively electrify 21st-century cars has rekindled some 20th-century-style economic nationalism. Facing growing pressure to curtail greenhouse-gas emissions, U.S. auto makers are increasingly worried that the critical battery technology they'll need to compete is getting locked up by Japanese rivals who moved more quickly to develop gas-electric hybrid vehicles.

      "It's important to have the knowledge base on advanced automotive battery technology and manufacturing capacity right here locally in the U.S." says Beth Lowery, GM vice president of Environment and Energy.

      So now, GM, which sells more than half its vehicles outside the U.S. and has an aggressive strategy to shift more purchasing and engineering to Asia, is talking up the importance of an American solution to the problem of building longer-lasting, more-reliable, less-costly automotive batteries, and looking for help from the federal government to subsidize those efforts.

      One beneficiary of this battery war is a small Watertown, Mass., start-up called A123 Systems, which has developed a small pack of lithium-ion batteries that can be retrofitted into the spare-tire well of a Toyota Prius. The batteries turn the Prius into a "plug-in hybrid," which can be recharged through an electrical outlet and run almost exclusively on electricity in the first 40 miles of driving. During a test drive around Watertown, near Boston, there is nothing noticeably different about how the converted black Prius drives, except for a screen in the center of the car's dashboard that flashes its eye-popping fuel economy, sometimes 100 miles to the gallon and at other points 150 miles to the gallon.

      This is the kind of technology GM wants to use, to develop, among other future vehicles, a Saturn Vue Green Line plug-in hybrid SUV and a real-world version of the Chevrolet Volt show car the company has been promoting to demonstrate its seriousness about clean technology.

      Nearly all hybrid vehicles sold today, including the Toyota Prius, are equipped with a less sophisticated kind of technology, nickel metal hydride batteries. But these batteries and the accompanying technology are heavy and expensive -- adding $2,000 or more to the cost of a car. Moreover, nickel metal hydride battery systems can't power the car very far on electricity alone, which means the fuel savings are relatively modest, especially if the car is driven mainly at highway speeds.

      Auto makers are looking to lithium-ion batteries to take hybrid vehicles to the next level by allowing them to be recharged from the electrical grid, theoretically reducing total carbon emissions. The batteries would be able to pack more electricity in the same space and weight as the current generation, enabling them to power the vehicle for longer distances on electricity alone.

      Toyota, considered the industry's hybrid leader, is looking to adopt lithium-ion technology in the redesigned Prius, due to be launched as early as the second half of 2008. Rivals, from GM to Honda Motor Co. to Ford Motor Co. to DaimlerChrysler AG, are fighting to match Toyota and are expected to come out with their own lithium-ion hybrids by the end of the decade.

      As with many other technology wars -- from computer operating systems to video recorders to music players -- each of the combatants wants to be the winner that sets the industry standard, giving it an edge as the market moves from old technology to new. The key will be finding the chemical recipe that makes lithium-ion technology safe, durable and reliable enough to power cars under a wide range of road and temperature conditions without breaking down.

      "There's a global economic challenge for our competitiveness" with lithium-ion batteries, said Alexander Karsner, assistant secretary of energy efficiency and renewable energy of the U.S. Department of Energy. He believes it's critical for the government and the private sector to invest in the technology because U.S. companies are falling behind Japanese rivals in commercializing high-powered, lightweight automotive batteries.

      The U.S. Department of Energy, in collaboration with the U.S. Advanced Battery Consortium, which is made up of Detroit's three auto makers, last year awarded A123 a $15 million contract to develop its version of lithium-ion technology for hybrid-electric vehicle applications. In addition to the A123 contract, the Energy Department has requested $41 million this year to continue advanced battery research. There are also broad energy programs under which that could provide loan guarantees to battery companies.

      Meanwhile, in Japan, the Ministry of Economy, Trade and Industry last year moved to consolidate various state-sponsored battery projects into a single national battery project with a focus on automotive use and a first-year budget of 4.9 billion yen ($42 million).

      Haruhiko Ando, the Japanese trade ministry official who spearheaded the move, believes the global leadership positions of Sanyo Electric Co. and Panasonic EV in advanced automotive battery technology happened in part because of Japan's long-standing strategy to make batteries a top research priority.

      "Detroit is belatedly realizing the true importance of having an edge in electrification of vehicles," Mr. Ando said.

      South Korea, China and the European Union also have government-supported advanced battery projects, according to U.S. and Japanese government officials and documents. And a joint venture between Johnson Controls and French battery cell producer SAFT, a €560 million ($751.9 million) a year maker of batteries for industrial and electronics uses, also is vying to supply GM.

      A123 was founded in 2002 by Massachusetts Institute of Technology professor Yet-Ming Chiang, former American Superconductor executive Bart Riley and entrepreneur Ric Fulop. The company, which has 250 workers compared with about 1,000 at Panasonic EV, has raised $100 million in capital from investors, including Sequoia Capital, a Menlo Park, Calif., venture capital firm, and General Electric Co.'s commercial-finance unit. It already has more than $150 million of orders for its breed of lithium-ion batteries, which Black & Decker Corp. now uses in its popular power tools.

      "We feel pretty good about the company, as well as a few others in the market today," says Joe LoGrasso, engineer group manager of GM's hybrid energy storage systems, of A123.

      Prof. Chiang says "a key differentiator" for A123's technology is a design that makes it less likely the batteries will overheat and catch on fire -- a problem that has bedeviled computer makers and a concern if an auto maker tries to apply lithium-ion battery technology to vehicles.

      While blessed with strong private backing and the benefit of Prof. Chiang's technology, A123 Chief Executive David Vieau believes the company couldn't have accomplished the progress it has made without financial assistance from the U.S. government.

      "Every bit of government assistance helps," Mr. Vieau says.

      Write to Norihiko Shirouzu at norihiko.shirouzu@wsj.com
      Avatar
      schrieb am 19.05.07 06:29:51
      Beitrag Nr. 100 ()
      Here we go:

      Great Western Minerals Group Ltd.: Hoidas Lake Progress Report-Preliminary Economic Assessment

      SASKATOON, SASKATCHEWAN, May 18, 2007 (MARKET WIRE via COMTEX News Network) --

      Great Western Minerals Group Ltd. (TSX VENTURE: GWG) (PINK SHEETS: GWMGF):

      The Company is pleased to provide the following update on the Preliminary Economic Assessment Report, currently being prepared by Wardrop Engineering Inc., on the Hoidas Lake rare earth project in northern Saskatchewan.

      Melis Engineering Ltd., in conjunction with SGS Lakefield Research, provided Wardrop with the preliminary process design flowsheets for the project-designated Option "A". The initial design assumes a whole rock leach using hydrochloric acid (HCl), and then solvent extraction to produce a mixed rare earth chloride ready for separation. This option resulted in an average 82% recovery of the rare earth elements (REE) from combined apatite and allanite types of REE mineralization. Previous metallurgical results had recovered up to 96% REE from allanite-rich ore. The twelve process flowsheets cover grinding, leaching, solvent extraction, precipitation, calcining, reagent handling and water and tailings management. The process is designed for zero water discharge into the environment.

      The Company has requested Melis and Wardrop to consider several other options as a comparison to Option A. Because Hoidas Lake is approximately 60 km from where the permanent road is scheduled to terminate, transportation costs become the main challenge in maximizing return on the project. Using HCl requires a significant quantity of reagents to be transported, so other leaching methods are being investigated that would provide lower recovery rates, but also lower transportation costs. If any of those options result in a higher return on investment then they could be the preferred process. The option of constructing an acid plant, similar to how the uranium mines operate, will also be investigated. The Company is working closely with the Fond du Lac Dene First Nations to investigate the option of trucking ore to the community of Fond du Lac and processing the ore there, as Fond du Lac will be the terminus of the permanent road and is on the power grid which would eliminate the need to haul fuel to generate power for a mill.

      In a parallel study, initiated through Great Western Technologies Inc., 200 kg of Hoidas Lake rock will be shipped to Girmet Ltd. in Moscow. That particular facility has expertise in extracting REE from phosphate minerals, and in separating the REE into high purity products. The test results from that study will be compared to the Canadian work.

      Capitalizing on by-products is also being investigated. In the same way that the uranium operations produce ammonium sulphate fertilizer at their operations in the Athabasca basin, GWMG has the potential to produce phosphate fertilizer from the Hoidas Lake operation, particularly if the mill is located on a permanent road with electrical power available.

      "We expect the first draft of the preliminary economic assessment report around June 1, but we have to make sure we properly evaluate the various options before we can finalize the report", says Jim Engdahl, President, "so we need to ask for a bit more patience from our shareholders while the engineers crunch the numbers. The preferred options coming out of the preliminary economic report will form the basis for final feasibility, so we want to make sure we don't miss anything that will maximize the project return, but perhaps also create some value-added spin-off operations."

      As reported March 20, 2007, a bulk sample program was in progress over the winter, and a total of 13.8 tonnes of REE mineralized material was eventually recovered at Hoidas and moved offsite to a storage facility. This material will be used for pilot plant work later this year.

      Great Western Minerals Group Ltd. is a Saskatchewan-based mineral exploration and development company with interests in advanced stage mineral properties hosting rare earth elements, copper, nickel, cobalt, gold and diamonds (through its subsidiary Great Western Diamonds Corp.) (TSX VENTURE: GWD). The Company is developing the Hoidas Lake rare earth project and is already implementing its mine-to-market business model through the operations of its US Subsidiary, Great Western Technologies Inc., currently in production and serving clients in the automotive, magnetic and aerospace industries.

      CUSIP: 39141Y 10 3

      Jim Engdahl, President
      Avatar
      schrieb am 19.05.07 10:14:32
      Beitrag Nr. 101 ()
      Antwort auf Beitrag Nr.: 29.381.786 von D.Bringer am 19.05.07 06:29:51wirkt sehr professionell wie die in der vollen Breite ihr Projekt entwickeln, statt mit rießen Zahlen um sich zu werfen, versuchen sie den gesamten Prozess zu organisieren und abzusichern.
      Avatar
      schrieb am 23.05.07 11:08:32
      Beitrag Nr. 102 ()
      schöner Artikel zu Seltenen Erden bei Goldseiten.de, auch wenn res.v und gwg.to nicht direkt erwähnt werden. heisst für mich nur, dass das potential in diesen titeln um so grösser ist, da die öffentlichkeit sie noch nicht entdeckt hat... ;)


      Seltenerdmetalle: Nützliche "Kobolde" der Zukunftstechnologie
      Veröffentlich am 23.05.2007 11:31 Uhr von Hans Jörg Müllenmeister

      ie entwickelten sich die Rohstoffe? Nachdem im bisherigen Rohstoffzyklus die Buntmetalle im Preis kräftig anzogen, sich die Edelmetalle Gold, Silber, Platin und Palladium gut aber stockend entwickelten, stieg Uran kontinuierlich in den letzten Jahren. Die permanente Nachfrage durch den Bau weiterer Kernkraftwerke verheißt dem Uran eine strahlende Zukunft.

      Doch aufgepaßt: In der Rohstoff-Pipe verbergen sich jetzt noch ziemlich unbekannt die "Kobolde" künftiger Hightech-Produkte. Diese Tausendsassa werden ihre Dienste noch weit über das Jahrzehnt hinaus bei neuen Applikationen anbieten. Gemeint sind die Seltenen Erden. Das sind silberglänzende, eher weiche Metalle mit einer Wichte um 5 bis 9 kg/dm3.

      Die metallische Großfamilie der Lanthanoide oder Seltenerden, kurz SE genannt, nimmt die Plätze 57 bis 70 im Periodischen System der Elemente ein. Typisch ist nicht die Seltenheit, sondern der eher unedle Charakter der Erden (Erden steht für Oxide). Wegen der Ähnlichkeit der insgesamt 15 Familienmitglieder, sind sie schwer zu trennen. Ihr Atomaufbau unterscheidet sich nur in der drittäußeren Elektronenschale; diese ist je nach Familienmitglied mit 18 bis 32 Elektronen besetzt. 1794 wurde zuerst Yttererde entdeckt. Man glaubte zunächst, daß es sich um ein einziges Oxid handle. Erst viel später, nämlich im 20. Jahrhundert, gelang die "reinrassige" Trennung der einzelnen Familienmitglieder durch Ionenaustausch.

      Faszinierend ist, daß die SE in der Erdhülle zwar relativ häufig (etwa mit 50 ppm, Cer z. B. 5mal häufiger als Blei) vorkommen, indessen aber nur an wenigen Orten in abbauwürdigen Mineralien stecken. Von den über hundert SE-haltigen Mineralien spielen wirtschaftlich nur Bastnäsit und Monazit eine Rolle. Da Monazit radioaktives Thoriumoxd enthält, ist die SE-Gewinnung problematisch. Offensichtlich konzentrierte sich die Natur topographisch auf China. Hier lagert ein Großteil des Weltvorrats an Seltenerden. Damit beginnt das Kräftespiel der Industrienationen, was den Rohstoff-Investor aufhorchen läßt. Das verspricht die nächste spannende Story am Rohstoffmarkt.

      China war bisher Monopolist bei der Gewinnung und Weiterverarbeitung von SE-Produkten. Bis vor kurzem hat das sogar die Amerikaner nicht gestört. Im Gegenteil: Sie bezogen 90% der SE aus China. Über 95% der SE-Weltproduktion kommt aus dem Reich der Mitte; das sind über 100 000 Tonnen. Die strategische Bedeutung ist so groß, daß China inzwischen seine gesamte SE-Jahresproduktion auf 86.500 Tonnen begrenzt und in diesem Jahr nur noch 40.000 Tonnen SE exportiert, und das mit einem 10%igen Ausfuhrzoll. Um nur ein Element der Seltenerd-produkte zu nennen: Die Jahresproduktion an Ytttrium betrug etwa 2.500 Tonnen.

      Allmählich rücken die SE immer mehr ins Bewußtsein der Industriestaaten. Mit den SE ging den Politikern zuerst in Australien ein Licht auf. Gemeint ist die gesetzliche Verordnung von Energiesparlampen mit Lanthaniden als Leuchtstoff.

      Diese Verknappung an SE durch China führte bereits zu einem Angebotsdefizit von etwa 30.000 Tonnen. In einem Jahr schnellte der Preis für das Seltenerdmetall Neodym um 160% in die Höhe.

      Lassen wir einmal einige bekannte Anwendungsbereiche für SE vorbei defilieren:

      Cer ist im Feuerstein von Feuerzeugen. Cer dient, ebenso wie Lutetium, auch als Katalysator beim Cracken und Polymerisieren. Ceroxid ist ein leistungsfähiges Poliermittel in der Glasindustrie.

      Dysprosium (griechisch dysprósitos "schwer zugänglich") und Thulium findet sich als Neutronenabsorber in Kernkraftwerken.

      Erbium ist Bestandteil in fotographischen Filtern.

      Gadolinium ist das einzige ferromagnetische SE-Metall. Es dient auch als Aktivator des grünen Leuchtstoffs im TV und gewinnt in der zukünftigen Kältetechnik mit hoher thermodynamischer Effizienz an Bedeutung.

      Holmium ist Legierungsbestandteil wie fast alle Lanthanoide.

      Samarium ist als Permanentmagnet bekannt, etwa in Kopfhörern.

      Terbium dient als Lasermaterial.

      Praseodym färbt Gläser gelb.

      Promethium dient als Wärmequelle in Raumsonden.

      Ytterbium findet sich in der Röntgentechnik und Hochleistungskeramik. Übriges gibt es ein künstliches Produkt für Diamant, einen Yttrium-Aluminium-Granat; eigentlich ist der YAG ein Produkt der Lasertechnik.


      Lanthan ist der einzige Supraleiter der SE-Familie. Es wird sich vor allem in den künftigen Generationen des Automobilbaus einen Namen machen. Für den Elektroantrieb in Hybridfahrzeugen bedarf es eines leistungsstarken, leichten Elektroantriebs mit langer Lebensdauer. Das leisten Nickel-Metallhydrit-Batterien mit hoher Energiedichte, deren Anode eben aus Lanthanoiden (u.a. Cer, Lanthan, Neodym) besteht. Neodym-Magnete in Elektromotoren (über 30% Anteil an Neodym) sorgen für kraftvollen Antrieb. Ein Hybridfahrzeug enthält etwa 20 kg an SE!

      Die nachfolgende Wasserstoff-Autogeneration mit Brennstoffzellenantrieb nutzt einen oder mehrere Elektromotoren mit Neodym-Magneten. Man kann davon ausgehen, daß allein diese Hochtechnologien die Nachfrage nach Seltenerdmetallen rasant ansteigen läßt.

      Welches nützliche Fazit kann der Rohstoffanleger aus den hier vorgestellten Applikationen für Seltenerdmetalle ziehen? Er muß das vorwegnehmen, was die Spatzen erst in Jahren von den Dächern pfeifen. Der kluge Investor hält Ausschau nach möglichen Unternehmen, die SE im großen Stil produzieren. Während man im Internet bei Gold auf etwa 1000 Minen trifft, reduziert sich die Trefferquote bei Uran-Produzenten auf etwa ein Dutzend. Ganz mager sieht es bei den Kobolden der SE-Metalle aus, wie ich einmal die Seltenerden nenne, die noch im Untergrund schlummern. Bald werden sie zur vollen Größe aufsteigen. Schauen Sie sich mal die Preisentwicklung von Terbiumoxid (99%) an. 2005: 329 US-D; 2006: 549 US-D; 2010, konservativ geschätzt: 600 bis 1.000 US-Dollar. Dabei sind die SE noch lange nicht im vollen Einsatz.

      Während ich Anfang 2005 erstmals eine China Rare Earth Holdings Ltd. (WKN: 590 363) als "Idee" in meinem Depot hatte, blicke ich jetzt über den chinesischen Tellerrand hinaus. Nicht etwa, weil ich dieser Aktie nichts mehr zutraue, schließlich stieg sie rasant von Januar bis April 2005 von 0,066 auf 0,227 Euro.

      Das australische Unternehmen Arafura Resources NL (WKN: 787 896) gefällt mir aus vielen Gründen besser, auch weil es berechenbarer ist. Mit einer Lebensdauer der Ressourcen von über 30 Jahren, einem Jahresabbau von 500.000 Tonnen dürfte Arafura Weltmarktführer werden. Im Erzprojekt im Northern Territory sind die Seltenerdmetalle im Fluorapatit gebunden. Die Mine verfügt außerdem über 8,7 Millionen Pfund U3O8-Erz, sie ist reich an Phosphor, Chloriden und Calcium.

      Auch das beachtenswerte Unternehmen Lynas Corporation Ltd. (WKN: 871 899) in West-Australien ist auf dem Weg zum Großproduzenten. Lynas strebt an, auch der weltgrößte Weiterverarbeiter an SE zu werden. Insgesamt räume ich den Seltenerdmetallen über Jahre eine nachhaltige Performance ein, vielleicht mit dem Überraschungseffekt, daß der Bedarf in dem Maße steigt wie neue High-tech-Anwendungen in Industrie und Forschung erschlossen werden. Nicht auszudenken, wenn die Edelmetalle in einigen Jahren ihren Zenit erreichen und die SE-Perlen in ihrem Depot neuen, strahlenden Glanz verbreiten.


      © Hans Jörg Müllenmeister
      Avatar
      schrieb am 23.05.07 23:50:59
      Beitrag Nr. 103 ()
      China to raise export taxes on some ferroalloys on June 1
      The Chinese government today made a vague announcement for the imposition of higher export taxes. The new taxes, which will take effect on June 1, will affect many metals and ferroalloys. The export tax for "some certain" ferroalloys, zinc metal and fluorite will be increased to 10-15% from 5-10%. The export taxes for manganese, chrome, tungsten, molybdenum, nickel ores will be increased by 5% to 15% although they are almost not being exported. The new taxes for ammonium paratungstate, molybdenum oxide, ammonium molydbate and magnesite will be in a range between 5-15%. The exports of lead metal and rare earths will face a 10% export tax. Export taxes for steel billets and ingots and pig iron granules will be increased to 15% from 10%. The details are expected to be clarified in the following days.
      Avatar
      schrieb am 23.05.07 23:57:08
      Beitrag Nr. 104 ()
      Antwort auf Beitrag Nr.: 29.444.302 von 4now am 23.05.07 23:50:59je nach Quelle sinds also 10 oder 15% Steuer auf Rare Earth.
      Schadet bestimmt nix würd ich meinen,...

      China raises export tax on steel, metals

      Bloomberg / Mumbai May 22, 2007



      China will raise export taxes on 142 products and cut import tariffs on 209 types of goods to rein in overseas shipments and pare a record trade surplus that’s threatening to hurt relations with the US and other nations.

      Starting June 1, China would charge higher export taxes on steel products, pig iron, nickel, lead and zinc, the Chinese finance ministry said today on its website. Import tariffs would be slashed for home appliances, kitchenware, softwood, coal and fuel oil to encourage domestic consumption, the ministry said.

      The new taxes, the third set since the last year, are “aimed at reducing exports of energy-consuming, polluting and resource-intensive products,’’ the finance ministry said.

      Chinese Vice-Premier Wu Yi is due to meet US Treasury Secretary Henry Paulson this week to discuss ways for paring the last year’s $232.5 billion of US trade deficit with the world’s most populous nation.

      The record trade gap is feeding complaints in the Congress that China is artificially keeping its currency cheap to give exporters a leg-up over American competitors.

      China, the world’s largest producer of steel, will impose as much as 10 per cent export tariff on steel wires and rods, plates and some other products. The company will increase the tariff on steel slabs, ingots and pig iron to 15 per cent from 10 per cent, according to the statement.

      China has reduced tax rebates on steel shipments as it seeks to curb a trade surplus that may swell by 45 per cent this year and to restrict expansion in production capacity.

      The government wants tougher measures to control steel exports as it has acknowledged that measures taken so far may not be sufficient.

      China’s steel exports more than doubled in the first three months to 14.1 mt from a year earlier, according to data from the Beijing-based customs office.

      Export taxes on nickel, chrome, tungsten and rare earth would be raised to 15 per cent from 10 per cent now, while that on steel alloys and zinc would be raised to between 10 per cent and 15 per cent, from the current range of 5 per cent to 10 per cent, it said.
      Avatar
      schrieb am 24.05.07 07:00:40
      Beitrag Nr. 105 ()
      Antwort auf Beitrag Nr.: 29.444.333 von 4now am 23.05.07 23:57:0810% sind es jetzt ja schon und es soll auf 15% erhöht werden
      Avatar
      schrieb am 30.05.07 13:54:34
      Beitrag Nr. 106 ()
      Geldbeschaffung zur weiteren Arbeit,...

      Great Western Minerals Group Ltd.: Private Placement Closed
      Tuesday May 29, 3:25 pm ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--May 29, 2007 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News):
      ADVERTISEMENT


      The Company reports that it has closed its non-brokered private placement announced May 18, 2007 which was fully subscribed for $ 1,564,470 in non-flow-through funding. This offering consisted of units priced at $0.40 per unit with each unit consisting of one common share and one share purchase warrant exercisable into a common share at $0.55 for 24 months. A 5% commission was paid on a portion of the proceeds.

      The funds will be used to add to our working capital position.

      Great Western Minerals Group Ltd. continues to advance its goal of becoming the only fully-integrated Rare Earth producer in the world in its efforts to develop the 100 percent-owned Hoidas Lake rare earth deposit in northern Saskatchewan. The Company's wholly-owned subsidiary, Great Western Technologies Inc., owns and operates manufacturing facilities in Troy, Michigan, currently producing advanced materials for the alternative energy and special alloy markets.

      James Engdahl, President

      CUSIP: 39141Y 10 3
      Avatar
      schrieb am 30.05.07 19:15:05
      Beitrag Nr. 107 ()
      Antwort auf Beitrag Nr.: 29.539.450 von 4now am 30.05.07 13:54:34nicht ganz schlecht dieses pp.
      der bezugspreis der aktien schon oberhalb des aktuellen kurses und der ausführungspreis der warrants sogar gut 30% oberhalb des aktuellen preisniveaus. un das alles bei eher negativer stimmung in ca (bzgl. gwg).

      das ree-projekt überzeugt mich z.z. auch noch nicht, dafür empfinde ich die anderen projekte umso interessanter.
      Avatar
      schrieb am 31.05.07 00:23:52
      Beitrag Nr. 108 ()
      Antwort auf Beitrag Nr.: 29.544.892 von tyrionfg am 30.05.07 19:15:05hmmm die nickelsache gefällt mir auch zu Hoidas REE solls ja in den nächsten Wochen die Pre-feasability geben. Dann werden auch diese lächerlichen Kurse Vergangenheit sein.
      Avatar
      schrieb am 03.06.07 11:56:43
      Beitrag Nr. 109 ()
      Auf der Homepage von GWG wurde der Vergleich mit den anderen REO
      Lagerstätten mit den aktuellen Preisen (von Lynas) angepasst.
      Allein gegenüber dem Vergleich vom 12 März ist ein Anstieg des Wertes/Tonne Rare Earth Oxide um fast 21% festzustellen.

      http://www.gwmg.ca/investor_relations/pdf/REO_Comparison_May…

      Also Rare Earth Oxide sind bei Great Western Minerals
      13504 USD/Tonne wert.
      Zum Vergleich mit dem Uran Explorer Pan African: Die haben 0,4 Prozent Uranoxid oder noch besser umschrieben: 10 Pfund Uranoxid pro Tonne bzw. ein Gegenwert von 1.250 USD pro Tonne.
      Und das soll ein super Wert sein für eine Uranmine.
      Avatar
      schrieb am 03.06.07 13:25:04
      Beitrag Nr. 110 ()
      Antwort auf Beitrag Nr.: 29.606.811 von 4now am 03.06.07 11:56:43vermutlich ist dieser Vergleich aber falsch ,...ist eben sonntag
      Avatar
      schrieb am 07.06.07 14:18:13
      Beitrag Nr. 111 ()
      Antwort auf Beitrag Nr.: 29.608.172 von 4now am 03.06.07 13:25:04http://www.lynascorp.com/page.asp?category_id=1&page_id=25
      die RE Preise gehen weiter massiv nach oben gegenüber
      dem 21 Mai2007 ist Neodymium von 31 auf 35 USD/kg gestiegen
      im März waren es noch 24,25 USD/kg.

      Wär schön wenn sie bald die Prefeasability Daten veröffentlichen würden dann könnte auch die GWG Aktie von diesem Preisanstieg profitieren.
      Avatar
      schrieb am 10.06.07 18:55:26
      Beitrag Nr. 112 ()
      http://www.resourceinvestor.com/pebble.asp?relid=32751Great Western Minerals May Be Riding to General Motors' Rescue

      By Jack Lifton
      07 Jun 2007 at 06:14 PM GMT-04:00


      DETROIT (ResourceInvestor.com) -- Investors in natural resources can make short-term as well as long-term gains and simultaneously help the OEM American automotive industry to break with both its traditional and loss assuring short-range planning and with its myopic risk management strategy, which is limited to foreign exchange and a few exchange traded commodities. All of this can be accomplished by investing in the shares of the Canadian mining company, Great Western Minerals Group Ltd. [TSX.V-GWG]. The company has a very good website. Take a look at it.

      In order for you to understand why GWG is a sound, and I think, undervalued, investment as well as a very important one, I first must bring you up to date on the global OEM automotive industry’s search for the ideal battery technology.




      The world’s two largest car makers, Toyota and GM, are clearly confused with regard to determining if a battery technology, to be used for vehicle propulsion, is ready for mass production. This confusion is demonstrated graphically by their inability, as reflected in recent press releases, to understand the difference between basic and applied research, which leads to contradictory announcements with regard to future product plans not only between the two companies but even, as in the case of Toyota, within them.

      Worse yet it leads to mistakes being made by both companies with regard to ensuring a supply of critical raw materials. Normally when it isn’t clear which of several technologies will go into production, the end user either hesitates to commit to specific material supplies or hedges his or her bets by making tentative commitments or, at least, opening negotiations for all of them. But to perform the second alternative, the end user must first understand the specific availability and cost issues involved. These issues are not well understood at Toyota and GM.

      Electrically propelled cars and delivery trucks were developed at the same time as the gasoline, and diesel, fueled internal combustion engine, ICE, powered ones. In fact, the steam-powered car and truck were also a contemporaneous development with the other two power train technologies, although even then steam power was clearly the first and oldest technology to be used for motive power. For the first 20 years of the 20th century, thousands of companies large and small were formed to try to commercially mass produce cars and trucks running on one or the other of the alternate propulsion technologies.

      It was an era of raid and comprehensive technological development in metallurgy that the world had not before seen. High-speed cutting tools (tungsten carbide), the first plastics (phenolics such as Bakelite for battery cases) and stainless steel (based on nickel, and chrome additives) were invented and applied during this period.

      The main issue at the beginning of the era of the personal automobile was to keep the cost of building each vehicle low enough to be able to sell enough of them to sustain and build a business. The next most important issue was the reliability of the machine, and the final issue was the availability of a large enough supply of the new high strength materials of uniform quality so as to be able to build cars and trucks continuously without fear of raw material supply interruptions. Henry Ford famously tried to construct the world’s first vertically integrated automobile manufacturing company to minimize the threats arising from this last issue.

      The (antimonial) lead-acid battery as the source of power for an electric or electric motors directly or indirectly turning the drive wheels of a vehicle suffered from two drawbacks: 1. It was heavy and a lot of its power was used up just in moving the battery pack itself, and 2.

      The manufacturing and systems technology used to make the batteries and mate them to the motors, for peak efficiency, was not yet well-developed enough, nor were the power to weight ratios of the motors, to give the electric cars a performance competitive with petroleum hydrocarbon-fueled internal combustion engine powered cars. The electric vehicle and the steam powered vehicle thus both faded away in the 1920s mainly because they lost the technology race.

      America was self sufficient in lead and antimony when the electric car first failed in its competition with the internal combustion engine, and although ICE-powered cars continued to carry a lead acid battery, because the “modern” electrical system for automobiles had crystallized after the universal application of the electric starter “motor,” and the installation of an onboard generator (Do those of you over 40 remember this ancestor of your car’s alternator?) There was no concern at all for running out or running short of lead and antimony.

      Battery development stagnated until the period of what I called the second industrial revolution, the development and application of solid state electronics, in my article on peak resources last week. Ancient readers or historians among you may remember or have read about “portable radios in the 1930s that sometimes used a “small” lead acid battery that could be recharged. By the 1950s portable transistor radios and small vacuum tube devices were using “dry cells,” primary (i.e., non rechargeable) zinc-carbon cells with central carbon posts and a manganese oxide paste electrolyte, which were permanently sealed, because their chemistry did not require the use of corrosive acid electrolytes or produce gases-actually they did produce gases but the manganese oxide paste absorbed them. These dry cells actually made portable electronics possible because they were cheap and made from raw materials easily available in the U.S. (zinc and carbon) or easily obtained from friendly foreign countries (manganese).

      The battery was invented in 1800, and the first (wet) ones used zinc and silver separated by porous materials soaked in chemical salt solutions. A commercial wet cell devised early in the 19th century used zinc and copper, and, although this “wet cell” was not for use in mobile applications, because it was a rather delicate balance of dry and liquid components, it was used for the telegraph, the first stock tickers, the early telephone and the experimental production of direct current for research.

      Another major drawback to mobility was the fact that there were no easily available container materials except glass, which was brittle and heavy. The invention of the DC generator propelled by a coal-fired steam engine and shortly thereafter the invention of the AC generator quickly brought the need for and the research on batteries to almost a halt. Fortunately the lead acid battery was developed simultaneously with the generator, and it was rechargeable from generated electricity as well as a source of more power per weight and more life cycles than anything that came before it. It was the obvious choice for the first attempts at an electric car in its hard rubber case, which resisted the sulphuric acid electrolyte used in the battery.

      The lead acid battery served silently in two world wars. Diesel electric “hybrid” power plants for submarines depended on huge packs of lead acid batteries, which I think many a time frightened the submariners more than the enemy.

      In the 1950s with the wide use of the primary “dry” cell for cheap flashlights, brought essentially to its current state of development in non-cost-conscious World War II, and increasing numbers of portable electronic entertainment and military devices in use battery research was rekindled. The goal at first was longer life. Then as the vast amount of materials research carried out during World War II was disseminated it was realized that a rechargeable sealed battery might be possible. The modern development of battery technology was underway.

      An early commercial success, though it had some technical problems, the nickel cadmium battery, was to fail, not just because it rapidly lost its recharging cycle uniformity (Known as the “memory “problem for those of you who remember) but for the very reason that a third epoch of battery development, the age of the search for the rapidly rechargeable, sealable, long cycle life, very high-capacity battery exploded in the 1990s, environmental activism.

      It was beauty that killed the beast (along with .30-caliber machine gun bullets) and t’ was cadmium (in the form of environmental activism) finally killed the large scale nickel cadmium rechargeable battery. The nickel cadmium rechargeable sealed battery was developed for powering portable electronics and tools that required higher power than dry cells could supply and was a big hit and success at first. America in those days was producing both nickel and cadmium. and our Canadian neighbors were among the world’s leading producers of both metals, so supply wasn’t a problem.

      The rise of pollution concerns centered on the emissions from motor vehicles first peaked in the late 1960s and led to the U.S. government creating the EPA. Perhaps the first and foremost natural resource affecting universal mandate issued by Congress at the behest of the EPA was the requirement that all vehicles be fitted with a catalytic converter to control exhaust emissions by the 1976 model year.

      The target then was the reduction of smog and acid-rain (Can you remember when acid rain was going to turn our lawns and trees yellow?). This simple mandate created the modern platinum group metals industry, and the development of the PGM-based catalytic converter, a story for another time, was one of the most costly and confused (and secretive, as it remains) applications of basic research in history.

      No sooner was the catalytic converter an established and necessary part of the automotive equipment spectrum than we had not one but two oil “shocks” as resource nationalism pushed formerly subservient oil producing countries to seize their domestic assets from (mainly) British and American (now former) owners and put up the price and learn the game for their own use of controlling supplies to keep the prices high.

      This created a second push to develop an electric car. Cadmium, however, had already been put on the list of bad actors by the EPA, so even if nickel-cadmium batteries “memory” problem could be solved their political issue could not.

      Now, finally, we come to the two developments, the nickel-metal hydride (NiMH) rechargeable battery and the lithium-ion battery, which could be made in a rechargeable version, that make GWG an attractive buy for me..

      The nickel-metal hydride battery was developed for OEM automotive propulsion in Detroit by Energy Conversion Devices, Inc [NYSE:ENER] in the 1980s. ECD had been doing research on electronic and electrical materials for the automotive industry, among others, and was familiar with the environmental issues faced by the American OEM automotive industry. The rechargeable nickel-metal hydride battery is an improvement upon the nickel cadmium battery for a number of reasons: 1.) It doesn’t use cadmium, 2.) It has a higher power storage density than a nickel cadmium battery, and 3.) It doesn’t display the memory effect when charging.

      ECD was in no way concerned, before, during, or since the technology’s development, with the supply of nickel, because nearby (to Detroit) Ontario, Canada, is one of the world’s major sources of nickel. There were however two issues that did concern ECD: 1.) It wanted to make the patented nickel metal hydride cathode and anode materials itself to keep the detailed process proprietary as long as possible, and 2.) The materials of construction of the NiMH battery include 30% of rare earth metals, mostly lanthanum. ECD therefore created a wholly owned subsidiary, Ovonic Materials, Inc. to manufacture the active nickel metal hydride in the form from which it and any manufacturers it licensed could produce the batteries.

      ECD also began courting Chinese joint venture partners, because China was the world’s major producer of rare earth metal as American environmental activist relentlessly destroyed the American rare earth mining industry in their blissful ignorance of its critical importance to their cherished desire to reduce automotive emissions.

      Another technology was being developed at the same time as NiMH; it was based on lithium cobalt ionic technology for the cathode. This technology gave even higher power storage density than NiMH, but it had safety and manufacturing problems when it was used to make rechargeable cells. It did, however, get to the market as a primary cell material for use in hearing aids and for other (expensive) long life personal electronics use.

      No one making lithium ion batteries seems to have been concerned about the global supplies or reserves of lithium or of cobalt either then or now. The original idea for this technology had been around for a long time - I worked on the molten sodium-sulfur storage cell myself, at Ford Scientific in the 1960s, but previous alkali metal-based technologies were far too dangerous in practice for vehicle propulsion although they were very efficient.

      GM brought to the car market an all electric car, the EV1 in the 1990s. The car was a descendant of one originally designed in the 1970s to run on lead acid batteries. That car was never produced because its range and performance, like that of all of its pre-1930 ancestors, simply could not match that of an ICE-powered car of equal size.

      GM decided to try again with the NIMH system. The new electric car’s performance was much better than its lead acid battery powered ancestor, but GM did not see a market for the car other than with California environmental activists, so it withdrew the car from the market in the late 1990s without a replacement after having test-marketed about 1,000 of them. All of these cars were retrieved and scrapped on the advice of GM’s lawyers.

      Toyota had taken a different tack. Almost simultaneously, that turned out to be a marketing success. Toyota designed a hybrid vehicle to use both NiMH batteries and modern electric motors to run a car up to 15 miles an hour at which point a small ICE would take over and run the car while at the same time recharging the batteries. If the car’s speed dropped back below 15 mph the battery power would kick in again. The overall fuel efficiency of this hybrid was dramatically better than its ICE-powered equivalent size car and the NiMH batteries gave it a range and performance that were quite good. The Prius was a hit, and it blindsided GM completely. GM had simply not been looking at the concept of a hybrid seriously even for a beta test.

      Today, most hybrids on the road are made with power plants built by or under license from Toyota. Essentially all of them use a NiMH battery pack made by a joint venture between Toyota and Panasonic from nickel imported into Japan from Russia and New Caledonia and rare earth metals imported into Japan from China. In addition the electric motors used are critically dependent on the properties given to them by super high density magnets made with rare earth metals such as neodymium.

      It has been announced by both GM and Toyota, as well as Nissan and Honda, frequently over the last two years that they would all be switching to or starting up production of their own (other than Toyota which already does so) hybrid power plants, not ones licensed from Toyota, using a lithium ion battery technology. Toyota went so far last month as to say that it would be making only hybrids using lithium ion technology by 2020. For Honda, the magic date is 2018.

      Last week Toyota leaked to the Japanese press that because of its concern for customer safety it would not, as previously announced, be switching from NiMH to lithium ion battery technology for the next generation of Prius in 2009. GM has still not rescinded its announced plan to sell hybrid Chevrolet Tahoes using lithium ion battery technology this fall, but GM has made announcements that it has let contracts for the “development” of lithium ion battery technology to as many as four companies just this year.... Clearly the companies are confused.

      In the mean time, because no one would buy the NiMH cathode materials made by Ovonic Materials, since there was going to be the great switchover to the “better” technology, the company was sold to the very far sighted Great Western Minerals Group, Ltd. GWG renamed its acquisition Great Western technologies Inc. It is based in Troy, Mich., and the stated purpose for the acquisition is to give GWM the capability and capacity to produce exotic and strategic end use materials for industry from the minerals it intends to begin mining in Canada. It is fully capable of and intends to continue to produce the raw materials and cathode materials for NiMH batteries also. This will include rare earth metals, alloys, and mixtures designed specifically for use in those batteries.

      GWG has given the OEM American automotive industry an opportunity fort a reprieve and a way to right past purchasing mistakes due to critical materials myopia.

      The lithium-ion battery technology is not ready for prime time:

      There isn’t enough lithium produced, not are there plans to increase its production sufficiently, to manufacture any significant number of lithium ion technology batteries whether or not they use lithium cobalt or a lithium iron combination for the cathode. Incredibly, neither of the two major western hemisphere producers of lithium - between them they produce 50% of the world’s output-has been approached by a major American car company to negotiate or contract for material in the long term, even though Japanese trading companies, representing Japanese car companies have done so.

      Lithium ion rechargeable batteries contain finely divided lithium metal when even partially charged. This is one of the most reactive metals known even at room temperature, so that a case puncture of a large battery pack could be dangerous. The military of the U.S. has determined that such a battery when subjected to weapons fire, admittedly a relatively unusual occurrence in a civilian vehicle, can react explosively, and;

      There is no method currently feasible to recycle lithium ion batteries, so once the lithium is used, none of it can be recovered. It will thus be rapidly depleted.
      The NiMH battery, on the other hand, works well in a small hybrid, and gives the best fuel efficiency of any vehicles currently in mass production no matter what their propulsion system.

      GWG states that its business model is mine-to-market extraction, refining, and processing for end users. Its first products will be those that are based on or use rare earth metals.

      This means that GWG not only can produce the nickel metal hydride cathode material, but it will be self sufficient in the production and processing for end use of the rare earth metals which make up 30% of the NiMH battery and which therefore account today for 42 pounds in each Prius-sized NiMH battery pack.

      GM imports from Japan today 100% of the NiMH hydride battery raw materials it uses for its currently limited number of hybrid models. If GM were to follow Toyota’s lead and cancel its plan to use lithium ion technology in near term hybrids then it would be forced either to buy NiMH battery raw material from Japan, from Toyota’s supplier, and from China, from an increasingly unreliable supplier, which, like Toyota, will soon be a competitor, or to go to GWG and get its critical raw materials from a supplier, GWTI, just a few miles from GM’s purchasing offices.

      I think you and I both have figured out what GM is going to do and why GWG is a great buy. I don’t know what Ford is going to do, but I still have hopes for Chrysler, Nissan, and Honda, just to name a few as customers of GWTI.
      Avatar
      schrieb am 16.06.07 16:10:06
      Beitrag Nr. 113 ()
      News: das neue daran ist daß die Chinesische Produktion dieses Jahr fallen wird um ca. 10%. Und daß sie überlegen den Transport mit Hoovercraft durchzufühen. Außerdem bestäne die größte Herausforderung darin die Geräte anzuschaffen und zur Abbaustelle zu bringen.

      http://www.gwmg.ca/media_gallery/news_releases/jun13-2007nr.…" target="_blank" rel="nofollow ugc noopener">http://www.gwmg.ca/media_gallery/news_releases/jun13-2007nr.…
      Avatar
      schrieb am 26.06.07 19:09:31
      Beitrag Nr. 114 ()
      Great Western Minerals Group Ltd.: Nickel-Cobalt Summer Work Planned
      Monday June 25, 5:43 pm ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jun 25, 2007 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News): The Company reports that work will begin on its Crescent nickel-cobalt property, located in northern California, in early July. The initial work will include baseline surface mapping and sampling in order to confirm previous surface sample results and locate previous drill locations. New drill locations will then be selected for a 2007 fall/winter drill program, the results of which will be used to generate a National Instrument 43-101 compliant resource estimate.
      ADVERTISEMENT


      The Crescent property covers 3 areas of nickel laterite mineralization that were well known 30 years ago. Between 1964 and 1972, 124 drill holes and 36 back-hoe pits tested the nickel laterite mineralization. Extensive metallurgical work was also carried out that resulted in the Secretary of the Interior, on behalf of the U.S. government, patenting a leach process designed specifically for the Crescent mineralization with resulting recoveries of nickel and cobalt of 90% and 85% respectively.

      In 1986, Davy McKee Corporation completed a "Phase I Feasibility Study" on the property. They assigned an in-situ tonnage of 27,168,290 tons grading 1.0% nickel, 0.13% cobalt and 8.2% magnesium. The economic model was based on a 2,500 ton per day open-pit mining, milling and metal production operation with a capital cost of US$258 million. Using pricing of US$1.82 per pound nickel with an 85% recovery, US$11.00 per pound cobalt with an 85% recovery, and US$1.50 per pound magnesium with a 50% recovery, the project generated an ROI of 20.6%. This study is not 43-101 compliant, and as such a qualified person has not done sufficient work to classify the historical estimate as current mineral resources, and the economic results reported above are not current, are no longer valid and should not be relied upon. The Company is treating the report as an historical study and is using it as a guideline only for developing the work programs necessary to bring results into compliance with NI 43-101.

      "We are anxious to accelerate development of the Crescent Project because of the value-added capability we are developing at Great Western Technologies Inc.", says Jim Engdahl, GWMG President. "Many of the products we are currently producing at GWTI not only contain rare earth elements, but nickel and cobalt as well. It would be a tremendous benefit to have mine-to-market capability for nickel and cobalt as well as the rare earths."

      Gary L. Billingsley, P.Eng., P.Geo. is the Qualified Person responsible for the project and has reviewed this release.

      Great Western Minerals Group Ltd., is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing nickel, cobalt and the rare earth elements.

      Jim Engdahl, President

      CUSIP 3914Y 10
      Avatar
      schrieb am 26.06.07 21:05:25
      Beitrag Nr. 115 ()
      die preise für rare earth steigen und steigen und steigen zb.: Neodymium von 35 auf 38.30 in 2 Wochen, im März waren es 24,25USD/kg
      Wenn das so weiter geht schaffen wir heuer noch 100USD.

      Wer keine GWG hat wird sich bald sehr ärgern.
      Avatar
      schrieb am 26.06.07 21:06:07
      Beitrag Nr. 116 ()
      Avatar
      schrieb am 27.06.07 20:03:46
      Beitrag Nr. 117 ()
      Antwort auf Beitrag Nr.: 29.684.250 von 4now am 07.06.07 14:18:13Die großen US Firmen sind alle auf dem grünen Trend.
      Und eins ist klar das heißt mehr Grüne Autos und bei denen gehts nicht ohne Rare Earth. Ein unvorstellbares Potential tut sich auf.


      Chrysler joins green group as Cerberus fights CAFE
      Marketwatch - June 27, 2007 1:55 PM ET



      SAN FRANCISCO (MarketWatch) -- Chrysler Group said Wednesday it has joined a group of companies and environmental organizations pushing the federal government to enact laws aimed at curbing greenhouse gas emissions.

      At the same time, Cerberus Capital Management, which is in the midst of purchasing 80% of Chrysler from parent DaimlerChrysler (DCX), is aggressively lobbying against tougher fuel standards that they warn could cripple the automaker, according to the Detroit News.

      Chrysler spokesperson Shawn Morgan declined to comment on what the report called a Cerberus blitz on Capitol Hill, saying that "we know there will be an increase and we support it -- we just need to make sure it's technically feasible."

      Last week, the Senate passed a bill that includes raising the Corporate Average Fuel Economy standards to 35 miles per gallon by 2020, a 40% increase from the standards currently imposed on autos rolling off assembly lines.

      The regulations could cost struggling Detroit automakers upwards of $85 billion. Chrysler is poised to take the biggest hit considering its sales consist of about 70% trucks and SUVs, more than any other major car company, which puts it at the high end of the CAFE scale.

      As for its part in the green fight, Chrysler is joining the United States Climate Action Partnership, along with General Motors Corp. (GM), the first automaker to add its heft to the cause.

      "Now is the time for advancing a national approach to climate change where all of us - individuals, industry and government - take action toward reducing emissions of greenhouse gases," Chrysler CEO Tom LaSorda said in a statement.

      Ford Motor Co. (F) also announced Wednesday that it has signed up for the group, with CEO Alan Mulally saying "we are at a critical stage in the conversation on climate change, energy consumption and environmental protection."

      Other members include General Electric (GE), Dow Chemical (DOW) and Alcoa (AA) -- all seeking economy-wide cap-and-trade carbon legislation and clarity in the nation's stance on carbon emissions.
      Avatar
      schrieb am 01.07.07 22:40:23
      Beitrag Nr. 118 ()
      na dann sollte es diese woche endlich losgehen mit unserer GWG
      GOOD LUCK!
      Avatar
      schrieb am 04.07.07 23:05:20
      Beitrag Nr. 119 ()
      ein Bericht in dem GWG erwähnt wird. Leide schreibt der Kerl
      daß wir erst 2010 produzieren werden.
      Dabei könnte es bereits Ende 2009 soweit sein (Noch vor Arafura)
      laut derzeitiger Projektplanung von GWG.

      http://www.goldseiten.de/content/diverses/artikel.php?storyi…

      Wir warten auf die Pre-feasibility die in den nächsten Wochen kommen sollte.
      Avatar
      schrieb am 04.07.07 23:06:19
      Beitrag Nr. 120 ()
      ein Bericht in dem GWG erwähnt wird. Leide schreibt der Kerl
      daß wir erst 2010 produzieren werden.
      Dabei könnte es bereits Ende 2009 soweit sein (Noch vor Arafura)
      laut derzeitiger Projektplanung von GWG.
      Aber was solls auch er wird es noch merken wer die Cash Cow ist.

      http://www.goldseiten.de/content/diverses/artikel.php?storyi…

      Wir warten auf die Pre-feasibility die in den nächsten Wochen kommen sollte.
      Avatar
      schrieb am 11.07.07 22:52:11
      Beitrag Nr. 121 ()
      ein interessanter artikel zu Great Western
      braucht etwa slänger zum laden,...
      http://www.gwmg.ca/include/pdfs/Sask_Business_Magazine.pdf
      Avatar
      schrieb am 14.07.07 12:34:11
      !
      Dieser Beitrag wurde moderiert. Grund: Postings von Doppel-IDs
      Avatar
      schrieb am 14.07.07 12:54:20
      !
      Dieser Beitrag wurde moderiert. Grund: Postings von Doppel-IDs
      Avatar
      schrieb am 15.07.07 16:09:49
      Beitrag Nr. 124 ()
      Great Western Minerals Group Ltd.: Private Placement Arranged
      Friday July 13, 1:38 pm ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jul 13, 2007 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News)(Other OTC:GWMGF.PK - News) ("GWMG" or "the Company") is pleased to announce that it has entered into an agreement (the "Agreement") with PowerOne Capital Markets Limited ("PowerOne") pursuant to which PowerOne has agreed to offer on a best-efforts private placement basis (the "Offering") up to 25,000,000 units of the Company at $0.40 per unit for aggregate gross proceeds of a maximum of $10,000,000. Each unit consists of one common share of the Company and one common share purchase warrant. Each common share purchase warrant is exercisable for one common share of the Company at a price of $0.55 for a period of 24 months after the closing of the Offering.
      ADVERTISEMENT




      The net proceeds of the Offering would be targeted to completing the Preliminary Economic Assessment at Hoidas Lake, construction and operation of a pilot plant facility and moving the project through to final feasibility and a production decision.

      The Agreement and the Offering are subject to receipt of all necessary approvals, including regulatory and stock exchange approvals. The closing of the Offering is expected to occur on or about July 31, 2007.

      "We are pleased to be working with PowerOne and appreciate their commitment to help us advance the Hoidas Lake project through to a production decision" says Jim Engdahl, President.

      The Company is also actively investigating other rare earth properties in North America that have rare earth element distributions complimentary to those at Hoidas Lake, and is actively working on grassroots copper, gold and molybdenum properties in the United States.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 17.07.07 20:54:54
      Beitrag Nr. 125 ()
      die preise sind ganz leicht gestiegen die letzten 2 wochen

      kann ja nicht immer so steil bergauf gehen, aber im Vergleich zum 1 QUARTAL ist der Anstieg schon sehr heftig.
      Das ist gut für die wirtschaftlichkeitsrechnungen von GWG.
      Meiner Meinung nach ists nur eine Frage der Zeit bis sie entdeckt wird.

      http://www.lynascorp.com/page.asp?category_id=1&page_id=25
      Avatar
      schrieb am 18.07.07 08:39:45
      Beitrag Nr. 126 ()
      Der aktualisierte Vergleich.
      Der Wert/Tonne REO liegt jetzt schon bei 17100USD
      http://www.gwmg.ca/investor_relations/pdf/REO_Comparison_Jul…
      Avatar
      schrieb am 18.07.07 21:24:15
      Beitrag Nr. 127 ()
      auf stockhouse hab ich den nachfolgenden Bewertungsversuch für GWG gefunden :p

      http://www.scig.ca/charts/gwmar1.pdf
      Avatar
      schrieb am 25.07.07 20:03:28
      Beitrag Nr. 128 ()
      ein neues interview mit dem CEO findet sich unter
      http://www.wallst.net/audio/audio.asp?ticker=TSX.V:GWG&id=36…
      Avatar
      schrieb am 26.07.07 13:46:32
      Beitrag Nr. 129 ()
      Antwort auf Beitrag Nr.: 30.849.703 von as000b am 25.07.07 20:03:28in dem Interview sagt der CEO daß sie nach weiteren Rare Earth Lagerstätten suchen werden weil sie ihre Strategie als Zulieferer von RE Endprodukten gegen alle Eventualitäten absichern möchten.

      Das Gold Projekt soll durch weitere Bohrungen zunächst an Wert gewinnen und danach verkauft oder als eigene AG an die Börse gebracht werden. Ansonst hat er wieder festgestellt daß das
      tatsächliche Ausmaß des RE Vorkommens am Hoidas Lake wesentlich größer ist als durch die Studie belegt weil die untersuchte Zone
      nur einen winzigen Bruchteil des Vorkommens darstellt.
      Und daß sie bereits in Verhandlungen sind mit Endabnehmern.
      Avatar
      schrieb am 28.07.07 17:56:51
      Beitrag Nr. 130 ()
      27 July 2007
      Several hot prospects for the next metal with investment mettle
      Let's see now.

      First it was copper. Then zinc. Then nickel. Then uranium. After that came molybdenum. Last month, it was aluminium. This week, it was tin, which matched an 18-year high as supply disruptions in Indonesia, the world's second-largest producer, and Bolivia led to speculation that output won't be enough to meet rising demand.

      And let's not forget gold and silver. Those two precious metals have had their run-ups, although they're now trading below their highs.

      What's left? Or, rather, what's the next hot metal?

      "Tungsten," says George Topping at Blackmont Capital without a moment's hesitation, and with 20 years with South African mining companies and 10 years as a base metals analyst in Canada, now covering emerging and mid-capitalization companies, we'd be ill-advised to question that forecast.

      "Tungsten is a metal that deserves a lot more attention. It's an incredibly useful metal, particularly in relation to resources. You need it for drilling, tungsten carbide bits and the like, so I would say tungsten is the one to keep your eye on. Most of it comes from China. There are a few local producers dotted around, North American Tungsten (NTC/V), for instance."

      Over at Dundee Securities, it's not tungsten that's on analyst Michael Collison's mind.

      "I believe it'll be lead. That's really hot right now. It's taken off, passed aluminium in value, pound for pound, and looks like it has a shooting chance of overtaking zinc. They're not that far apart and nobody would have believed that. Zinc is $1.615 a pound, lead $1.555 a pound. Lead's the next hot metal for the next little while I think."

      Bart Melek at BMO Capital Markets also likes lead.

      "Three weeks ago it just went nuts. It has shot up 63 per cent this year beating every other metal traded on the London Metal Exchange. Two-thirds of lead production is used in car batteries; global demand for cars is pretty good and there's a shortage of it. At the end of June 2006, lead was trading at $1,025 a tonne, today it's $3,465. Lead has been spectacular."

      Melek believes that gold could gain favour, particularly if the U.S. dollar continues to slide.

      "But as for the next hot metal, what's left? Maybe the whole metal pricing cycle will repeat itself. China is growing at 11.9 per cent, global demand keeps surging, the increases in supply aren't materializing, demand keeps skyrocketing, labour problems are all over the world's mining sectors, and there's creeping resource nationalism everywhere."

      Over the past 24 months, cash has been pouring into mutual funds with even the slightest exposure to metals, and investors have profited.

      Compared with their average prices in 2005, lead has soared 250 per cent, zinc is up 155 per cent, nickel 128 per cent, copper 120 per cent and cobalt 80 per cent. Molybdenum, which has retreated from a huge run-up earlier this year, is down 12 per cent, but is still 88-per-cent ahead of its 2004 average price and 440-per-cent ahead of its 2003 average.

      Chris Holden of Investors Group manages the $600-million Canadian Resource Fund and the $170-million Global Resource Fund. Both have around 50 per cent of their holdings in metal. Holden believes gold, which has been inching up to the $680 U.S. range, may soon hit $700 U.S. an ounce, a price point it last realized in May 2006.

      "Gold hasn't really run up as much as other metals and I think that if we have a weaker U.S. dollar, then gold might be the next one to do well," he says. "Two years ago it was said that if China continued to grow, then you'd have to look at the metals China doesn't have – that would be copper, nickel and, to some degree, iron ore – and you'd want to avoid those they have, which are zinc and thermal coal. China has continued to grow, and now China is starting to import zinc and thermal coal. If you're looking for materials outside the metal business, then look no further than thermal coal and potash."

      Over at Scotia Capital the pick is cobalt, a by-product of nickel. It is, say the analysts, one of the few metals that has flown under the radar. Cobalt is lightly traded and there's no exchange market for it, so it's illiquid, which favours it. In that sense it is similar to molybdenum. "If someone decided they wanted to start up a cobalt fund, a small amount of money could have a fairly dramatic impact on the price," an analyst confided.

      I put the question to Eric Sprott, chief executive officer of Sprott Asset Management, the unquestioned doyen of the Canadian metal investment industry with several hot funds.

      "What's the next hot metal, Eric?"

      "You think I know, and you think I'm going to tell you first?" he said once he stopped laughing. "Perhaps vanadium. Or beryllium. Something ending in ium, no doubt.

      "First of all, even if I knew exactly what the next hot metal was going to be, would I tell you? That's the whole question. I'm trying to think if I'm giving something up or not. We've got $6 billion to put to use here at Sprott, and we can't have all the great subscribers of the Citizen beating us to the punch.

      "Let me tell you this. Demand for all metals has been misunderstood and understated and it looks like we're in a reasonable position to have shortages for some time and, for certain, if Asia continues to grow at the current rate."


      Neodymium, praseodymium
      Samarium Dysprosium Europium Terbium, also rare earth könnten es auch sein die eric sprott meint ?
      Avatar
      schrieb am 15.08.07 12:24:18
      !
      Dieser Beitrag wurde moderiert.
      Avatar
      schrieb am 31.08.07 11:41:20
      Beitrag Nr. 132 ()
      SALVE!

      Ich bin neu im Mineraliengeschäft, aber ich interessiere mich für Gallium!

      Das gehört nicht direkt zu den seltenen Erden, glaube ich, ist aber in IT und künftig in der Umwelttechnik notwendig.

      Ich suche Unternehmen, die das Zeug fördern oder aus BAUXIT LÖSEN.

      WEISS JEMAND WAS???

      PETRONIUS
      Avatar
      schrieb am 02.09.07 23:38:07
      Beitrag Nr. 133 ()
      Antwort auf Beitrag Nr.: 31.353.667 von Petronius am 31.08.07 11:41:20Great Western Minerals acquires interest in second North American rare earth project
      Wednesday August 29, 8:30 am ET

      TSX Venture Symbol: GWG USA Symbol: GWMGF CUSIP: 39141Y 10 3
      SASKATOON, Aug. 29 /CNW/ - Great Western Minerals Group Ltd. ("GWMG" or the "Company") is pleased to announce that, further to the news release issued August 13, 2007, it has acquired an interest in a rare earth-bearing property in Utah, United States, from Titan Mining Group ("Titan").

      The 17,094 hectare property is located near Salt Lake City in Juab County which, at one time, was considered to be one of the richest mining districts in the United States. The property is easily accessible, with rail, roads, and power located adjacent to the property.

      Under the terms of the purchase agreement (the "Purchase Agreement"), GWMG will pay an aggregate of US$4.3 million to Titan to earn an immediate 25% interest in the rare earth elements ("REEs") contained in the property and will have the exclusive right to explore for REEs.

      "We can't over-emphasize how important this project could be in establishing GWMG as a major rare earth producer outside of China", says Jim Engdahl, President of GWMG. He adds, "We feel this property has tremendous potential and could perfectly complement our Hoidas Lake project, which has a high proportion of neodymium. Since dysprosium is used with neodymium in the magnet industry, this property could provide a complete 'made in North America' supply solution to magnet manufactures and other industrial users of REEs."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.

      Great Western Minerals Group Ltd., is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl
      President
      Avatar
      schrieb am 18.09.07 18:45:03
      Beitrag Nr. 134 ()
      Great Western Minerals Announces Phase One Exploration Program on US Rare Earth Property

      SASKATOON, SASKATCHEWAN, Sep 18, 2007 (MARKET WIRE via COMTEX News Network) --

      Great Western Minerals Group Ltd. (TSX VENTURE: GWG) (PINK SHEETS: GWMGF) ("GWMG" or "the Company") is pleased to announce the commencement of an exploration program on its recently acquired interest in a rare earth-bearing, heavy mineral sands property in Utah, United States. This 17,094 hectare property is located near Salt Lake City in Juab County which, at one time, was considered to be one of the richest mining districts in the United States. The property is accessible year-round, with rail, roads, and power located adjacent to the property.

      GWMG has budgeted $500,000 for Phase 1 of the exploration program, which is already underway. The program includes systematic mapping and sampling of the property; detailed analysis of the samples to identify the minerals present in the sands; assaying for all potentially economic elements including rare earths; and prioritizing target areas for Phase 2 follow-up drilling. The goal of the Phase 1 and Phase 2 programs is to compile sufficient data to complete a 43-101 compliant resource estimate, suitable for a Preliminary Economic Assessment report and move toward a feasibility study. Phase 1 field work will be completed and assay results should be received and compiled over the next two months. The Phase 2 work program should be defined by January 2008.

      The project area is underlain by extensive mineral sands, in a series of raised beaches from ancient Lake Bonneville. Within the property area, the mineral sands are known to contain rare earth elements in the form of monazite, xenotime, bastnaesite and apatite, as well as significant iron in the form of magnetite.

      The property covers 171 sq. km (66 sq. miles) of mineral sands that are known to persist to depths of at least 80 m (260 ft). The significant tonnage potential is addressed in a geotechnical report on the Iron Ore Potential of the Property prepared by E.D. Black Consulting for the Titan Mining Group:

      " --- the tonnage potential of these deposits could be huge. As an example, the Upper Bench , which averages approximately two miles wide by ten miles long (within the Property) ---includes an area of approximately 12,800 acres (20 Sections each 640 acres) --- this area alone, taken to an average depth of 100 feet, could contain in the order of 223,000,000 tons of material per Section, or a gross of about 4.5 billion tons of material. If we include the Middle and Lower Benches, which appear to be 150 feet thick, and possibly equally as extensive, the potential resource could reach 15 billion tons (15BT)."

      Black goes on to state, "Currently there are no reserves or resources of any mineral or element on the property." It is important to note that the above data does not represent a reserve or resource and is not 43-101 compliant. As such, a qualified person has not done sufficient work to establish any mineral resource, and this data should not be relied upon to assume any reserve or resource. GWMG is treating this data as a guideline only for developing the work programs necessary to bring results into compliance with NI 43-101.

      Initial sampling by Titan Mining and confirmation sampling by GWMG, over widely separated areas of the property, and on different 'beach' elevations, yielded average values for multiple samples ranging from 0.14% to 0.80% Total Rare Earth Oxide (TREO).

      Jim Engdahl, President of GWMG states, "We are excited about adding a second REE prospect to our property portfolio, particularly this one, which is an excellent complement to our Hoidas Lake Project. Once we complete Phase 1 exploration on this project, we can more accurately assess the potential and develop the Phase 2 exploration program accordingly." Engdahl adds, "If this property has the potential that we believe it does, then we could provide a wider range of REE products, not only to the North American markets, but to worldwide markets as well."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 19.09.07 09:55:07
      Beitrag Nr. 135 ()
      Hat jemand mal die WKN / ISIN ?

      Ich möchte dann einen MOD bitten, den thread mit dem entsprechenden Chart zu verknüpfen.

      Danke
      Avatar
      schrieb am 19.09.07 10:48:51
      Beitrag Nr. 136 ()
      WKN 886786

      ISIN CA39141Y1034


      Es gibt einen weiteren thread hierzu :

      http://www.wallstreet-online.de/community/thread/1124995-1.h…

      VG Doow
      Avatar
      schrieb am 19.09.07 14:41:16
      Beitrag Nr. 137 ()
      Antwort auf Beitrag Nr.: 31.657.010 von Doow am 19.09.07 10:48:51dies hier soll der Faktenthread sein.
      http://www.bnn.ca/servlet/HTMLTemplate/!robVideo/robtv0726.2…
      Avatar
      schrieb am 20.09.07 08:46:36
      Beitrag Nr. 138 ()
      Antwort auf Beitrag Nr.: 31.657.010 von Doow am 19.09.07 10:48:51Danke für den Hinweis.

      Aber was bringen uns 2 threads? :confused:
      Welcher ist denn jetzt der Hauptthread?

      Wollen wir uns nicht auf einen einigen? Ist mühsam, zwischen 2 threads hin und her zu springen ständig.
      Avatar
      schrieb am 20.09.07 12:33:46
      Beitrag Nr. 139 ()
      Antwort auf Beitrag Nr.: 31.670.007 von Fruehrentner am 20.09.07 08:46:36Ich blicke es auch nicht, jedoch wurde ja bisher nicht viel gepostet.

      Wenn dies hier, wie neodymium schrieb, der Faktenthread sein soll, kann man ihn denn als solchen kennzeichnen ?

      VG
      Avatar
      schrieb am 20.09.07 23:15:30
      Beitrag Nr. 140 ()
      Antwort auf Beitrag Nr.: 31.673.177 von Doow am 20.09.07 12:33:46Phase 1 field work will be completed and assay results should be received and compiled over the next two months. The Phase 2 work program should be defined by January 2008.

      geht ziemlich schnell mit den ersten ergebnissen vom neuen deposit.

      wenn man die 4,5 bis 15Milliarden.t Sand mit 0,2%TREO mutipliziert wär das schon ziemlich viel Ressource nämlich 9-30Mill.t und da es sich hauptsächlich um Dysprosium handelt welches mit 89USD/kg fast dreimal so viel Wert ist wie Neodymium. Und das ganze leicht und bequem aus dem Sand abbaubar.
      Vielleicht hat deshalb Merill L. heute eingekauft.

      Time Price Shares $ Change Buyer Seller
      14:59 0.380 20,000 +0.020 Merrill Canaccord
      14:30 0.380 25,000 +0.020 Merrill Haywood
      13:28 0.380 500 +0.020 Merrill Wolverton
      13:26 0.360 400 OLT Wolverton Union
      13:01 0.380 5,000 +0.020 Merrill Canaccord
      11:56 0.400 500 +0.040 TD Securities TD Securities
      11:39 0.380 15,000 +0.020 Merrill RBC
      11:39 0.380 27,500 +0.020 Merrill Anonymous
      11:39 0.380 2,500 +0.020 Merrill Questrade
      11:39 0.380 9,500 +0.020 Merrill Union
      Avatar
      schrieb am 03.10.07 08:46:51
      Beitrag Nr. 141 ()
      Blind People: Hybrid Cars Pose Hazard
      Wednesday October 3, 1:21 am ET
      By Ben Nuckols, Associated Press Writer
      Blind People Say Hybrid Cars, Nearly Silent at Slower Speeds, Pose Safety Risk


      BALTIMORE (AP) -- Gas-electric hybrid vehicles, the status symbol for the environmentally conscientious, are coming under attack from a constituency that doesn't drive: the blind.
      Because hybrids make virtually no noise at slower speeds when they run solely on electric power, blind people say they pose a hazard to those who rely on their ears to determine whether it's safe to cross the street or walk through a parking lot.

      ADVERTISEMENT


      "I'm used to being able to get sound cues from my environment and negotiate accordingly. I hadn't imagined there was anything I really wouldn't be able to hear," said Deborah Kent Stein, chairwoman of the National Federation of the Blind's Committee on Automotive and Pedestrian Safety. "We did a test, and I discovered, to my great dismay, that I couldn't hear it."

      The tests -- admittedly unscientific -- involved people standing in parking lots or on sidewalks who were asked to signal when they heard several different hybrid models drive by.

      "People were making comments like, 'When are they going to start the test?' And it would turn out that the vehicle had already done two or three laps around the parking lot," Stein said.

      As gas prices continue to rise -- along with concern about harmful emissions -- hybrid cars are increasing in popularity. New hybrid vehicle registrations grew more than 49 percent nationwide in the first seven months of 2007 compared with the same period in 2006, according to R.L. Polk & Co., an automotive research firm. Toyota Motor Corp. has sold nearly 460,000 of the most popular hybrid model, the Prius, since it hit the market in 2000, according to the company, which pegs total hybrid sales at just over 900,000.

      Officials with the Baltimore-based National Federation of the Blind are quick to point out that they're not advocating a return to gas guzzlers. They'd just like the fuel-efficient hybrids to make some noise.

      NFB President Marc Maurer said he received an e-mail from an environmentalist who suggested that the members of his group should be the first to drown when sea levels rise from global warming.

      "I don't want to pick that way of going, but I don't want to get run over by a quiet car, either," Maurer said.

      The NFB -- the leading advocacy group for 1.3 million legally blind people in the United States -- made pleas to the auto industry and to federal and state agencies, with little concrete success so far. On Wednesday, the president of the NFB's Maryland chapter planned to present written testimony asking for a minimum sound standard for hybrids to be included in the state's emissions regulations.

      But those regulations are crafted by the Maryland Department of the Environment, which has no oversight of auto safety, said Robert Ballinger, a spokesman for the department. He said the department would work with the NFB to press the issue with auto manufacturers and federal transportation officials.

      Manufacturers are aware of the problem but have made no pledges yet. Toyota is studying the issue internally, said Bill Kwong, a spokesman for Toyota Motor Sales USA.

      "One of the many benefits of the Prius, besides excellent fuel economy and low emissions, is quiet performance. Not only does it not pollute the air, it doesn't create noise pollution," Kwong said. "We are studying the issue and trying to find that delicate balance."

      The Association of International Auto Manufacturers Inc., a trade group, is also studying the problem, along with a committee established by the Society of Automotive Engineers. The groups are considering "the possibility of setting a minimum noise level standard for hybrid vehicles," said Mike Camissa, the safety director for the manufacturers' association.

      Officials with two separate arms of the U.S. Department of Transportation -- the National Highway Traffic Safety Administration and the Federal Highway Administration -- said they are aware of the problem but have not studied it.

      While Stein said she would prefer that hybrids sound similar to conventional engines, other blind people said they'd be fine with any sound that was inoffensive but easy to detect. Both sides agree that it wouldn't be prohibitively expensive to outfit cars with an adequate noisemaking device.

      "It's cheaper than an air bag or other safety devices," Kwong said. "Any kind of audio device is going to be relatively inexpensive."

      The blind, however, will have to win over some hybrid owners as well as advocates for reduced noise pollution. Some think that making hybrids louder won't solve anything.

      "To further expose millions of people to excessive noise pollution by making vehicles artificially loud is neither logical nor practical nor in the public interest," said Richard Tur, founder of NoiseOFF, a group that raises awareness of noise pollution.

      Others believe that distracted pedestrians are at greater risk than blind people from quiet cars.

      "The only way to function driving any car, forgetting the fact that it's a Prius, is to just be very careful and see who's around you," said George Margolin of Newport Beach, Calif., who runs a club for Prius owners with his wife. "We have to be as careful as anyone else and perhaps even more so."

      Blind people are not the only ones who've had close calls. Linda Murphy, 57, a personal administrative assistant from San Marcos, Calif., has 20/20 vision when she wears her glasses, but she's almost been hit twice by hybrids.

      "I'm walking right in back of it and it's moving and I didn't realize it until it nearly touched me," Murphy said, describing the first of her scares. "I never realized how dependent I was on my ears until I almost got hit."
      Avatar
      schrieb am 11.10.07 08:32:48
      Beitrag Nr. 142 ()
      Antwort auf Beitrag Nr.: 31.826.761 von neodymium am 03.10.07 08:46:51Tectonic Shift Looming for Rare Earth Market Dynamics

      By Sarah Belfield
      09 Oct 2007 at 11:58 AM GMT-04:00


      PERTH, Australia (ResourceInvestor.com) -- Buyers of rare earth elements are looking for potential alternatives to Chinese sources given a tight market is mooted for the medium term at least, and cropping up on their radars is the Australian rare earth hopeful Alkane Resources [ASX:ALK].

      The rare earth elements (REEs) are lanthanum, cerium, praseodymium, neodymium, promethium, samarium, europium, gadolinium, terbium, dysprosium, holmium, erbium, thulium, ytterbium and lutetium.




      The name "rare earth" is something of a misnomer, given their abundance in the earth's crust is higher in some cases than silver, tin and lead.

      Because they are all chemically similar to each other, REEs are typically bundled together in a concentrate, with the precise concentration of each REE changing from deposit to deposit. Further processing by solvent extraction needed to separate out individual REEs.

      Gluts or shortages can exist for each REE depending on its major uses at any given time. For instance, neodymium, which is used in rare earth magnets and MP3 players, is highly sought after, while stocks of cerium are said to be building up.

      REE production is largely on-sold via annual contracts.

      Chinese Policies at Centre of Rare Earth Market Outlook

      According to Dudley Kingsnorth, Executive Director of private consulting firm Industrial Minerals Company of Australia and REE marketing consultant, current forecasts held that the general REE market would see further tightening in coming years.

      Details appearing in a presentation Kingsnorth gave at a September conference in Hong Kong showed that, on the whole, prices for REEs have climbed markedly in the past year or so, following a relatively flat performance in the three or four years before that.

      Europium oxide was selling at about $350 per kilogram in 2007's third quarter, up from $240 a year before. In that same timeframe, neodymium oxide went from $19 to $33 per kilogram. Terbium oxide reached around $575 per kilogram, after trading at around $320 in the first quarter of 2006.

      China, which currently comes up with the vast majority of the world's annual REE production, is also the largest REE consumer. Of the 108,000 tonnes of rare earth oxides consumed globally last year, China gobbled up more than 60%, while the U.S. accounted for about 10%. Japan and southeast Asia together represented about 24% of the overall figure.

      Kingsnorth's figures showed demand for REEs was forecast to grow at about 9%-11% per year, with annual consumption pipped to reach between 180,000 and 190,000 tonnes of rare earth oxides in 2012.

      His projections also showed that while China's REE production outstripped its consumption last year, growth in its own REE needs were expected to outpace its REE production increases, so that by the time 2012 rolled around, that country's demand would be about equal in magnitude to its own production. That figure would be about 130,000-140,000 tonnes, Kingsnorth said.

      He said a variety of factors was constraining the Chinese REE industry, putting downward pressure on production growth. Among those factors were the government policies of having downward ratcheting quotas on production, suspending the issuing of REE mining licenses, and imposing quotas and tariffs on exports.

      "I think there's genuine concern in China that they don't want to run out of [REE] resources," he said.

      Kingsnorth said he felt the reasons behind China's actions also included a desire to maintain its REE expertise, and to build up a REE manufacturing subsector.

      The policies in place in China were likely to see considerable attrition in its REE industry, with only the strong surviving, he said. Between 130 and 160 REE firms in China currently existed, but within 10 years this figure would likely shrink to around five or six major companies plus around 15-20 specialized companies.

      Where Will the Rest of the World Find Its Rare Earths?

      While China will still import and export REE materials, its policies meant that in 2012 the West would have to supply its own rare earths in a net sense, Kingsnorth said.

      In 2012, the rest of the world will likely be demanding roughly 50,000 tonnes for REE applications, he said. Around 50,000 tonnes could in theory be reachable in 2012 if hoped-for production came to fruition in India, Russia, Australia, and the Mountain Pass project being recommissioned in the U.S.

      Complicating things was what Kingsnorth called "the neodymium equation."

      "We're now into a situation where neodymium is driving the market," he said.

      He said the 2012 forecast demand of 180,000-190,000 tonnes assumed that relative proportions among the REEs during mining and selling were identical, which wasn't the case.

      "If we're going to satisfy the neodymium demand, we're probably going to have to process 220,000 to 240,000 tonnes, which obviously puts a lot of pressure on things altogether."

      He said nobody knows what the answer might be to this situation.

      He believed the Chinese will come up with more than the 130,000-140,000 tonnes they say they'll be producing in 2012. They may increase the figure by more than 10%-15%, he suggested.

      "And if the Western companies ... all do what they say they're going to do, then we'll get there."

      However, there was "no slack in the system", according to Kingsnorth. The supply-demand situation would eventually improve, but hiccups in supply were inevitable along the way. As China's REE consumption level encroached on its production level, the rest of the world would become increasingly vulnerable to any supply squeezes.

      Judging by other observations of Kingsnorth's, the winds of change were already blowing.

      He has noted altered buying behaviours in recent times, such as buyers' tendency to cover a greater proportion of their REE needs via long-term contracts, say 80%, and to leave only small amounts to be purchased via spot markets. He said he had also observed buyers' increasing desire to enter into longer contracts: say 3 years long instead of the traditional 12 months' duration. And Japanese buyers were tending to stockpile materials during price dips.

      Rare Earth Hopeful Sees Promising Signs

      The flip-side of the REE market's current fundamentals is that the situation may prove a fillip for companies looking to bring non-Chinese REE production online in the near future.

      One outfit hoping to become a rare earth producer, the multi-commodity junior Alkane Resources is sitting on a zirconium-niobium deposit that also contains REEs. The project, named Dubbo after a nearby town, is located in the eastern Australian state of New South Wales. The company worked up the project from scratch after latching onto tenements previously picked over by other companies looking for other commodities. The company also holds a gold project in the same region.

      To date, Alkane has seemingly flown in under the radar as far as REEs are concerned.

      A bankable feasibility was already in swing at the Dubbo project to assess a $180 million capex operation involving annual ore throughput of 200,000 to 500,000 tonnes. A development decision would probably be made towards the end of 2008.

      The project's Toongi deposit had a measured resource grading at 0.745% total rare earth oxides, which would see about 1,500 tonnes of oxides produced each year if the lower end of the ore throughput range were selected or about 3,700 tonnes for the upper end of the range. The main products at Dubbo would be zirconium and niobium oxide, with concurrent production of additional, smaller amounts of hafnium, tantalum, uranium, yttrium and rare earth oxides.

      The company had no plans to work on shifting the deposit's inferred resource to a higher confidence category as part of the BFS because the measured resource stood at 35.7 million tonnes, sufficient to support a mine life of around 100-200 years depending on annual ore throughputs.

      According to company managing director Ian Chalmers, the company anticipated beginning a demonstration-scale pilot plant at a scientific research facility in Sydney in late October or early November.

      "Obviously it proves the [processing] flow sheet, but also we're going to get substantial amounts of product off it," Chalmers told RI.

      "We'll distribute that product around the world to various end users and get feedback from them, the idea being that on the back of that we can start getting some real, hard revenue numbers."

      He said revenue-related data obtained by about the middle of next year would go into the Dubbo BFS.

      According to Chalmers, potential buyers already making contact with Alkane have largely been Japanese companies, although some European companies have approached the company as well.

      "They really have been particularly interested in our heavy rare earth distribution. In other words, things like dysprosium and terbium and erbium."

      He said the global market adjustments that China's policies were sparking had been a major force in prompting those potential customers to seek early contact with Alkane.

      "You've got the Japanese end-users and European end-users suddenly saying 'Hang on, we've got to look very closely at every other potential rare earth supply around the world.' And for these guys to come to us - I take that as a real positive, because they have obviously tracked back, gone through the public domain, found that Alkane is a potential rare-earth producer, and made the effort to come and see us."

      At the time of writing, Alkane Resources shares last traded at A$0.29 on the Australian Securities Exchange.
      Avatar
      schrieb am 11.10.07 18:08:43
      Beitrag Nr. 143 ()
      Antwort auf Beitrag Nr.: 28.733.272 von 4now am 09.04.07 22:36:31mal echte news

      Press Release Source: Great Western Minerals Group Ltd.


      Great Western Minerals Group Updates Strategic Plan
      Thursday October 11, 10:53 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Oct 11, 2007 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) ("GWMG" or "the Company") is pleased to provide an update of its "mine-to-market" strategy to become a fully integrated explorer and developer of rare earth elements and other strategic metals in North America.
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      The recent financing of $9,775,000 significantly increased the Company's cash position, allowing it to proceed more aggressively with development plans on its flagship Hoidas Lake rare earth element property, conduct further exploration on the recently acquired Utah rare earth property, and further evaluate its other strategic metals properties in North America including Chuckwalla (California), Copper Hill (Nevada) and Crescent (California / Oregon).

      In addition, the growth strategy includes Great Western Technologies Inc. ("GWTI"), the Company's wholly-owned subsidiary located in Troy Michigan.

      Hoidas Lake: The mineral targets on this 10,188 hectare property are the rare earth elements, with the potential for a phosphate byproduct. Phosphate is an integral component of fertilizer and other products for which there is a readily available market. GWMG has allocated $1,500,000 for further work on the Hoidas Lake project and continues to stake more ground in the area

      GWMG is waiting for the final Preliminary Economic Assessment Report from Wardrop Engineering. The company expects to receive the first draft report prior to October 15, 2007 and expects to provide a further update within 3-4 weeks once the report has been received and reviewed.

      In addition, Lakefield Research continues with Phase 2 metallurgy evaluation to develop the most cost-effective method for enhancing grades and minimizing costs in the processing and refining of GWMG's rare earth samples. Initial results, using state-of-the-art sorting technology, combined with a finer ore grind and a weaker acid-leach, have been very positive. Further testing is in progress and, if subsequent results confirm the initial results, the Preliminary Economic Assessment Report will be updated to reflect the process changes.

      GWMG's "mines-to-market" leadership strategy has attracted the attention of prospective industrial users, governments, and development partners worldwide. In recognition of this strategy, the Company also continues to be presented with other rare earth opportunities. These opportunities of merit are primarily in North America but often originate from other parts of the world as well. GWMG will continue to investigate such properties of merit, particularly those in North America. An example of this approach is the recently acquired property in Utah.

      Utah Project: The mineral targets on this recently acquired 17,094 hectare property are the rare earth elements. GWMG has budgeted $500,000 for Phase 1 of the exploration program, which was previously announced on 18 September 2007. The program includes systematic mapping and sampling of the property; detailed analysis of the samples to identify the minerals present in the sands; assaying for all potentially economic elements including rare earths; assessing the effectiveness of various screening and sorting techniques; and prioritizing target areas for Phase 2 follow-up drilling.

      The goal of the Phase 1 and Phase 2 programs is to compile sufficient data to complete a 43-101 compliant resource estimate, suitable for a Preliminary Economic Assessment Report and move toward a feasibility study. Phase 1 field work will be completed, and assay results are expected to be received and compiled over the next two months. The Phase 2 work program should be defined by January 2008.

      Great Western Technologies Inc. is an integral component in GWMG's "mines-to-market" strategy. Industry and Government both understand that without readily available domestic rare earth supply and without North American production and processing facilities, there will be a significant negative impact on the development of new products and technologies that rely on those elements.

      GWTI already produces many specialized alloys for a wide variety of industries that rely on rare earth elements, and continues to work with a cross-section of major industrial users in the auto, aerospace, magnet, battery and other specialized industry sectors. GWTI continues to make progress in acquiring contracts and collaborative agreements within these sectors and anticipates positive cash flow during the 2008 calendar year.

      GWMG also plans additional work on its other strategic metals projects. The overall objective will be to increase shareholder value by further developing the potential of these properties through additional exploration work. The Company will also review opportunities to best achieve shareholder value from these properties, while maintaining its primary focus of becoming a "fully integrated mines-to-market rare-earth and strategic metals production company".

      Chuckwalla: The mineral targets on this property include copper, gold, and silver. GWMG has an option to earn a 100% interest in 55 claims on this 500 hectare property in San Bernardino County in California.

      Santa Fe Mining Company, from its previous work, described the "South Andesite Block A" on this property as having a tonnage potential of 20 million tons grading 3.7% copper using a 0.5% cutoff. Santa Fe also described the second target, the "South Andesite Block B", as having a tonnage potential of 6 million tons with the same grade as Block A. Santa Fe also noted that both target blocks contain high-grade gold values, but did not quantify those values in terms of an average for the two target blocks. It is important to note that these results are provided as historic information only. The previous work is not NI 43-101 compliant and, as such, a qualified person has not done sufficient work to classify the historical estimate as current mineral resources.

      The Company has completed a significant amount of work on the property including surface mapping and sampling; ground geophysical surveys; and ground geochemistry surveys. This work did outline two extensive areas of anomalous copper/gold/silver mineralization from which several drill targets were selected. Permits have been obtained for the drilling.

      During the next 12 months, GWMG budgeted $500,000 for this property, mainly on drilling and assaying/metallurgy.

      Copper Hill: The mineral targets on this 2,200 hectare property include copper, molybdenum, gold and silver. This property also includes several former producing gold mines. These were all mined near surface, and there is excellent potential for a significant bonanza gold target at depth. The area has produced over 500,000 ounces of gold from these workings. Results from GWMG's exploration work, including surface alteration mapping, ground geophysical surveys, and two extensive Mobile Metal Ion surveys, outlined a significant copper/molybdenum anomaly in the western portion of the property and a highly anomalous gold signature over most of the eastern part of the property, both of which require further exploration.

      During the next 12 months, GWMG expects that $750,000 will be spent on exploration activities including further ground geophysics, drill target selection and drilling.

      The Crescent Nickel/Cobalt Project is currently under review. In consideration of the Company's ambitious exploration and development plans for its other projects, the Company feels that its staff and financial resources can be more effectively utilized on other, higher potential properties, to ensure that resources are available for the higher priority, more advanced projects. The company however is exploring several joint venture opportunities on this property as well as other properties that have been staked on the Oregon side of these claims.

      Additional information about each project is available on the website at www.gwmg.ca .

      "We have a very aggressive work program going forward" says Jim Engdahl, President and CEO of Great Western Minerals Group. He adds, "With the unprecedented reliance on China for rare earth elements and the available demand significantly outstripping supply, new sources of rare earths are needed to meet the demand, not only in North America, but globally. In addition, prices for rare earth elements continue to increase, which will benefit existing and future producers of rare earth elements."

      Mr. Engdahl says, "Our primary focus remains our rare earth projects, but we also want to increase the value of our other strategic metals properties making them attractive to potential joint venture partners, or as a potential spin off. We look forward to providing further updates as we progress toward our goal of becoming that fully-integrated explorer and developer of rare earth elements and other strategic metals in North America."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl., President

      CUSIP: 39141Y 10 3
      Avatar
      schrieb am 21.10.07 20:19:12
      Beitrag Nr. 144 ()
      Critical Metals for the U.S. Civilian and Defence Industries: An Opportunity or Problem?

      By Jack Lifton
      18 Oct 2007 at 05:37 PM GMT-04:00


      DETROIT (ResourceInvestor.com) -- I received a comment on my last article from a regular commentator who identifies himself as Zeno. I don’t know the gentleman, but he usually makes good comments and asks good questions. Last week, he asked why the metal tungsten was not on the critical list of materials, which I had gleaned from a graph in the National Academies’ report that I was analysing. I answered that the reason was that tungsten was going to be listed as a critical metal for the defence industry in the companion report upon which I am commenting today. Zeno, and my faithful readers, mea culpa, I was wrong.

      Last week, I extracted, from a graph in the first one of two reports just then published for the edification of the U.S. Congress, a list of metals identified in the report as critical for U.S. industry. I did this to assist investors who are interested in long-term bets on civilian sector American metal-using industrial companies and the American mining, smelting and refining industry, which supplies that industry, The reports were published, at the request of a Congressional committee by one of the federal government’s primary scientific and engineering information sources, the National Academies (NA).




      Here in the order of priority worked out by the NA is that list again. Note that the list is prioritized by the speed with which an interruption of supply would shut down the industry(ies) for which the metal is currently critical. I have added this week in parentheses, after each metal named, at least one manufacturing industry which would be immediately affected negatively by an interruption of its supply of that metal.

      For example, the most critical supply situation that the NA were able to identify would become strike if America’s supply of the platinum group metal, rhodium, were cut off.

      The OEM American automotive industry would then be in a no-build situation as soon as existing inventories were exhausted. Without emergency legislation by Congress at that point, suspending air quality rules nationally, the OEM American automotive industry and all of its supply base would be simply unable to manufacture vehicles that could be legally sold, so it would shut down.

      Thinking about that, look again at the list from that first report last week:

      Rhodium (automotive)
      Manganese (steel, oil)
      Indium (electronics)
      Niobium (steel)
      Gallium (electronics, military)
      Rare Earth Elements (automotive, electrical motors, military)
      Copper (electrical components, automotive, appliance, housing construction, military)
      Tantalum (electronics)
      Palladium (automotive)
      Platinum (automotive, oil refining)
      Vanadium (steel)
      Titanium (aircraft, military)
      Lithium (battery)
      The above list was intended to be a warning to the Congress that it must now be aware of the fact that American private industry must, itself, take a hard look at an aspect of risk management that it has mostly ignored; the risk of supply interruptions, which cannot be mended or prevented by ordinary financial transactions alone even in a free market economy. The report made it clear that American private businessmen uniformly hold the free market viewpoint that if you are willing to pay the price then you will always be able to acquire any metal or mineral. It seems to also be a uniformly held free market viewpoint by American private businessmen that the more of something you buy the less it should cost, because of the universal operation of the fundamental laws of supply and demand as diligently taught in American B-Schools.


      This week I want to discuss the companion volume to the one which generated the paradigm that produced the data above and more importantly, for investors, the rationale behind both reports. The companion title, published by the National Academies Press (NAP), also on October 5, 2007, is entitled “Managing Materials for a 21st Century Military.”

      Unlike the other one, targeting private industry, this study calls for immediate government intervention in the military supply chain to revise and give priority to the National Defense Stockpile to remedy, or at least reduce, the currently identified critical status of the inventories of many materials needed by the military. In other words, the National Academies study concludes that notwithstanding the economic business model upon which both private and public procurement is based and which is used to assess the risks of supply interruption, a main objective of the studies was and remains to recognize the need for the creation of an objective, steady and transparent source of basic commodity information, i.e., business intelligence for everyone with a need for it, so that the risks of supply interruption can be openly quantified.

      I have highlighted the sentence above, because I cannot possibly overemphasize its importance to the economic health and safety of our country.

      Investors in natural resources must become aware of the fact that the NA has concluded that sufficient information on the supply, demand and use of natural resources is not today easily obtained, and, in fact, it may not even be possible to, as a private citizen, obtain all of the necessary information at this time. Therefore investment analysts and stock brokers who confidently tell you that “the play in X is Y” are at best guessing with incomplete information and at worst promoting their self interest.

      Briefly, with regard to American military needs for natural resources the NA study did not identify a list of currently critical materials instead it proposed the creation of a dynamic system to find out what commodities are critical. The NA in fact used such a system to create the ‘current’ list I have noted above for the civilian sector of the American industrial complex. I am the one who has put the word ‘military’ in the parenthetical notes after each metal in the list above, and I personally could add many more metals to that list with only the word ‘military’ in the parentheses after the metal’s name. The first one I would put in the military list would be tungsten, pace Zeno.

      In the NA dynamic ‘system’ to determine criticality as proposed in these two studies:

      Commodities are examined to see if they are “Important in use” (high-medium-low). They are then examined to look at their “risk of supply interruption or restriction” (once again, high medium or low). These two measurements are the coordinates of the graph I published in my article last week which positions a metal or mineral by its ‘criticality’. The NA has decided that if a metal or mineral is not important in use or is easily substituted then it is not a critical material. Additionally metals and minerals, which the NA sees as common, easily extracted, and unlikely ever to have their supply reach a peak of production are not deemed by the NA to be critical.

      Note at this point that if a commodity is widely used in an important application or is used in not such wide application but there is no reasonably available substitute then the question of supply security determines criticality. To be clear, if you can find it everywhere and no one company or one country controls the supply then it can not be deemed critical.

      However, if sources of supply are subject to constriction, interruption or cut-off because someone like Vladimir Putin or Higo Chavez might wake up on the wrong side of the bed or with a diseased bed-partner, or if one or more hedge fund guys could corner the market then the supply of the metal or material is likely critical.

      The NA figured out that any dynamic methodology will only be as good as the information available, and information available to them today is not optimum. This is not surprising to insiders as Washington sources tell me that the dwindling Minerals Information Team (MIT) at the United States Geological Survey (USGS) has relatively low status and, even so, has been subjected to attempts to further cut its funding in the last several Presidential budgets. The appropriations committees in both the House and the Senate have rejected these particular budget cuts for years and both Republican and Democrat controlled committees have consistently restored the funding

      In response to the repeated attempts in the budget proposal to gut the minerals information function Congresswoman Thelma Drake (R-Va) introduced the ROCK Act (HR 6080) last year in the 109th Congress. It did not emerge from committee, but legislative hearings were held on the bill. The gist of the ROCK Act was to create a mineral commodity reporting agency with duties and authorities similar to those of the Energy Information Agency, which is highly utilized as a source of information.

      One objective of the two studies under review here, by the NA, was to support the concepts of the ROCK Act: the creation of an objective, steady, and transparent source of basic commodity information.

      Now, what did the NA conclude about identifying and acting upon critical minerals?

      The study committee concluded that:

      Decision makers in both the public and private sectors need continuous unbiased and thorough minerals information provided through a federally funded system of information collection and dissemination.
      The effectiveness of a government agency or program is dependent on the agency’s or program’s autonomy; its level of resources; and its authority to enforce data collection. In the committee’s view federal information gathering for minerals at present does not have sufficient authority and autonomy to appropriately carry out its missions of data collection, data dissemination, and data analysis. In particular the committee concluded that the USGS Minerals Information Team activities are less robust than they might be, in part because it does not have status as a ‘principal’ statistical agency.
      (Much) More complete information needs to be collected, and more research needs to be done, on the full life cycle of the minerals and metals being examined.
      The NA reports show that the National Academies recommended three things:

      The federal government should enhance the types of data and information it collects, disseminates, and analyzes on metals, minerals, and their products, especially as these data and information relate to metals, minerals, and mineral products that are or may become critical, as defined in the reports.
      The federal government should continue to carry out the necessary function of collecting, disseminating, and analyzing metals and minerals data and information. The USGS Minerals Information Team, or whatever federal government unit might later be assigned these responsibilities, should have greater authority and autonomy that it, the USGS MIT, does at present. It should also have sufficient resources to carry out a mandate, which would be broader than the USGS MIT’s current mandate if the recommendations in the studies are adopted. The governmental agency so assigned should establish formal mechanisms for communicating with users ,governmental and non-governmental, organizations and institutes, and the private sector, on the types and qualities of data and information it collects, disseminates and analyzes. It should be organized to have the flexibility to collect disseminate and analyze additional, non-basic data and information, in consultation with the end users, as specific metals and minerals and their products become relatively more critical over time (and vice versa).
      Federal agencies, including the National Science Foundation, the Department of the Interior (including the USGS, the Department of Defense, the Department of Energy, and the Department of Commerce should develop and fund activities, including basic science and policy research, to encourage innovation in the U.S. in the sourcing, uses, and conservation of critical metals, minerals, and materials as well as to enhance understanding of global metal, mineral, and material availability and use.
      Note that a committee of the National Stockpile independently has come to similar conclusions. That committee’s report is available online.

      Specifically with regard to “Managing Materials for a 21st Century (American) Military” the NA concluded:

      To meet the national strategic objective of assuring the timely availability of materials necessary to maintain the national defence capabilities of the U.S. into the foreseeable future, the Secretary of Defense should establish a new system for managing the supply of these materials.
      “The committee is not simply recommending a new organizational construct or a bureaucratic answer, but the adoption of a total system approach-including the appropriate policy, regulatory, and legislative changes required. The new system would be based on a coordinated strategy designed to ensure the availability of critical materials to meet a well-defined and dynamic model of defence needs. Holding a materials inventory would be one of the many tools available to a defence-materials management system, but more importantly a new system would (a) assess the risks in order to make better informed decisions on mitigating them (for example, deciding if stocks need to be held); (b) spot vulnerabilities in the supply chain and redesign it to eliminate or mitigate them before events occur; and (c) design and manage the supply chain to be more resilient to disruption. The operation of a new system will depend critically on the conduct of analyses that will identify defence-specific materials needs,” and;

      A lack of good data and information – both domestic and offshore-on the availability of materials impedes the effective management of defence-critical supply changes.
      Therefore the NA study group committee recommended that the federal government should improve and secure the systems for gathering data and information-both at home and abroad-on the availability of materials for defence needs. It must be able to obtain accurate data on:

      The geographic locations of secure supplies of critical materials and of alternate supplies;
      The potential for market and geopolitical disruptions as well as logistical and transportation upsets and the risks posed by them and;
      The use of materials in defence applications, in the non-defence industrial sectors of the U.S., and in the rest of the world’s large commodity consuming nations.
      In conclusion, I want to apologize again to Zeno and the rest of you for misleading you on tungsten. It seems that even using the dynamic model outlined by the NA, the consensus was something like “tungsten, although no longer mined in the U.S. in a quantity sufficient to meet our domestic civilian needs will always be available by transactions on the free market and through recycling. In a military emergency the civilian sector will have to give way to the defence manufacturing sector and turn over its supplies of tungsten for military use. I believe that this conclusion about tungsten shows that the mindset of some of the NA committee members is still rooted in an economy where the U.S. is the global engine of growth and free market capitalism transcends nationalism.

      In fact our source of between 80% and 90% of our imports of tungsten is the People’s Republic of China, which is under no moral obligation to supply us with the tungsten we need to produce vehicle and ship’s armour or armour piercing ammunition. It is obvious that without a Defense National Stockpile program that includes tungsten we will be at the mercy of the government of China for an ongoing supply of tungsten. Such a program must realistically also include federal subsidies for the production of tungsten domestically and its subsidized recycling with both subsidies paid back, for example, in tungsten for the Defense Stockpile.

      I believe that the two reports by the NA may set off a debate on the policy of the U.S. with regard to critical materials both for civilian and for military necessity. If this happens it will impact the share price of American mining, smelting, refining, and recycling companies. The North American scrap metal business is now undergoing its greatest consolidation ever. This is explained as a result of the need to improve its competitiveness in the global marketplace, but I think it is also an indication that the stockpiling of critical materials for industry and defence is about to take off.

      Next week I will address the question: What metals must be in the Defense Stockpile right now, and why?
      Avatar
      schrieb am 02.11.07 13:39:28
      Beitrag Nr. 145 ()
      Hier mal 2 längerfristige Charts. Leider ist der thread nicht fest mit dem WO chart verknüpft; werd mal einen MOD bitten, dies zu tun.









      :rolleyes:
      Avatar
      schrieb am 02.11.07 13:45:31
      Beitrag Nr. 146 ()
      Es gibt übrigens einen 2. thread zu GWM: Thread: GREAT WESTERN MINERALS GRP - Infothread

      Auf einen sollten wir uns der Übersichtlichkeit halber einigen.
      Avatar
      schrieb am 03.11.07 00:59:40
      Beitrag Nr. 147 ()
      Antwort auf Beitrag Nr.: 32.254.700 von Fruehrentner am 02.11.07 13:45:31Great Western Minerals Group Welcomes Audrey McMillan as New Chief Financial Officer
      Friday November 2, 12:30 pm ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Nov 2, 2007 -- Great Western Minerals Group Ltd. ("GWMG" or "the Company") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) is pleased to welcome Audrey McMillan CA, as the Company's new Chief Financial Officer. Ms. McMillan will assume the duties of CFO from Gary Billingsley who will remain in his role as Executive Chairman and will focus more attention on technical project management and the growth of the company.
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      Ms. McMillan is a Chartered Accountant with a wide range of corporate experience, most notably in the oil and gas sector with two international, NYSE-listed corporations. Her most recent experience included responsibility for all aspects of financial reporting, budgeting, human resources, payroll, tax and contract administration within those corporations.

      Reporting to the President and CEO, Ms. McMillan will work closely with the Corporate Controller and her staff in designing, implementing and maintaining the appropriate financial recording and reporting systems required of a public company. Ms. McMillan will also play a major role in the strategic planning necessary to direct the growth of the Company and its wholly-owned subsidiary, Great Western Technologies Inc. ("GWTI"), as the global rare earth industry recognizes the potential for GWMG and GTWI.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "We are pleased to welcome Audrey as an important addition to our executive team. Her diversified background and experience in all aspects of corporate finance, administration, and mergers and acquisitions will be essential to our growth as we gain more attention globally. With the many new developments within Great Western Minerals and Great Western Technologies, and our increased global recognition in the rare earth sector, Gary can now work more closely with our technical team to move our projects forward. We continue to look forward to many exciting developments ahead."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President

      CUSIP: 39141Y 10 3


      Die Prefeasibility studie haben sie übrigens immer noch nicht erhalten obwohl sie mit Wardrop den 15 Okt. vereinbart hatten.
      Laut Mail von Ron M. an mich.
      ich kann auch empfehlen den GWG Thread auf stockhause zu verfolgen
      da gibts einen der bereits Berechnungen anstellt aber man sollte dem nicht zuviel Bedeutung beimessen weil sonst endet das so wie bei Arafura. Trotzdem liest man sowas als Investierter halt gern :-)

      http://www.stockhouse.ca/bullboards/forum.asp?symbol=GWG&tab…
      Avatar
      schrieb am 03.11.07 01:03:42
      Beitrag Nr. 148 ()
      Antwort auf Beitrag Nr.: 32.254.700 von Fruehrentner am 02.11.07 13:45:31Und danke daß du das mit chart organisiert hast.
      Ich denke in ein paar Wochen werden den mehr Leute sehen wollen.
      entweder kommt die Prefeasibility zum Hoidas Lake oder schon die ersten Ergebnisse des neuen Deposits in Utah.
      Avatar
      schrieb am 03.11.07 01:17:06
      Beitrag Nr. 149 ()
      wwwater schreibt dort:
      Arafura Resources PFS projects a gross revenue of $410 million per annum on a 750,000 ton production per annum, whereas my PFS of the Hoidas property projects gross revenues of $172 million on a 165,000 ton production per annum. Which company would you invest in.
      Avatar
      schrieb am 03.11.07 08:03:29
      Beitrag Nr. 150 ()
      Antwort auf Beitrag Nr.: 32.263.381 von neodymium am 03.11.07 01:17:06:laugh: was hast Du denn da wieder für eine Pfeiffe ausgegraben :laugh:

      Bei 165.000t Produktion kommen bei einem 2,3% Grade nach Recovery von 80% ca. 3000t REO p.a. raus (Ziel war mal 4000t p.a.). Bei angeblichen 172.000.000 Erlösen, müßte als eine Tonne REO Hoidas Lake 57.330 US$ kosten (ARU rechnet mit 11.600 US$/t), obwohl der Hoidas Mix nach GWG-Angaben nur 7,1% werthaltiger ist als der von Nolans Bore. Wahrscheinlich ist dem der gleiche Fehler wie Dir damals unterlaufen.

      Unglaublich, mit welchen Unwahrheiten da Werte gepusht werden.

      Art
      Avatar
      schrieb am 03.11.07 11:18:14
      Beitrag Nr. 151 ()
      Antwort auf Beitrag Nr.: 32.263.603 von Art Bechstein am 03.11.07 08:03:29#144...man sollte dem nicht zuviel Bedeutung beimessen
      wie man ja bei ARU gut gesehen hat kommt sowieso was anderes
      raus als Möchtegernexperten wie du sich errechnen.

      Nichtsdestotrotz ist festzuhalten daß ARU ein wirtschaftlich stehendes
      Projekt hat an dem ich mich beteiligen werde.

      Es ändert aber nichts daran daß ich davon ausgehe daß GWG ebenfalls stehen wird. Zunächst etwas kleiner dafür mit weniger Problemen.Und schließlich gibt es ja ein zweites Deposit in Utah was die Größenordnung verschieben wird.
      Avatar
      schrieb am 03.11.07 11:46:33
      Beitrag Nr. 152 ()
      Antwort auf Beitrag Nr.: 32.264.305 von neodymium am 03.11.07 11:18:14die Probleme sind bei GWG ja schon da; erstens das Underground-Mining, was bei den engen Aderdicken von Hoidas-Lake sehr teuer ist, dazu das massive Infrastrukturproblem. Entweder müssen sie die Chemikalien nach Hoidas Lake einfliegen und das Erzkonzentrat ausfliegen oder man transportiert das unbehandelte Erz in bewohnte Gebiete, um es weiterzuverarbeiten. Wie das Separation-Prozeß genau aussieht, weiß bei GWG auch niemand und die Resource ist sehr (zu) klein, für einen Company-Maker und das letztjährige Bohrprogramm muß man als Flop abhaken. Ich kann aber verstehen, dass solche Typen wie WWWater sich solche Szenarien hinkonstruieren, wenn man seit 7 Jahren ein Klitsche pusht, die sich seitdem nicht 1 Cent nach oben bewegt hat :laugh:

      Art
      Avatar
      schrieb am 03.11.07 12:32:12
      Beitrag Nr. 153 ()
      Antwort auf Beitrag Nr.: 32.264.479 von Art Bechstein am 03.11.07 11:46:33du wirkst irgendwie uninformiert. Vielleicht solltest dich wieder ein wenig einlesen aber wenn man der festen Überzeugung ist es lohnt sich nicht muß man halt mit der alten Fehleinschätzung haussieren gehen.
      Avatar
      schrieb am 03.11.07 14:21:04
      Beitrag Nr. 154 ()
      Antwort auf Beitrag Nr.: 32.264.720 von neodymium am 03.11.07 12:32:12vielleicht kannst Du mich ja mal darüber aufklären, was es weltbewegendes an Neuigkeiten in Sachen Hoidas Lake gegeben hat...
      Avatar
      schrieb am 03.11.07 17:15:06
      Beitrag Nr. 155 ()
      Antwort auf Beitrag Nr.: 32.265.724 von Art Bechstein am 03.11.07 14:21:04nichts weltbewegendes,... das management hat ja nie mit gigantischen vorhaben geprahlt.
      im interview sagte Billingsley daß sich das Projekt nach 3-4 jahren rechnen soll. Wenn das dann auch in der PFS steht wär das schon mal nicht übel.
      Avatar
      schrieb am 14.11.07 16:56:33
      Beitrag Nr. 156 ()
      News Releases

      Great Western Minerals Receives Draft Preliminary Economic Assessment; Announces Breakthrough in Metallurgical Processing

      SASKATOON, SASKATCHEWAN, Nov 14, 2007 (MARKET WIRE via COMTEX News Network) --

      Great Western Minerals Group Ltd. ("GWMG" or "the Company")(TSX VENTURE: GWG)(PINK SHEETS: GWMGF) announced today that it has received the initial draft of the Preliminary Economic Assessment Report ("PEAR") from Wardrop Engineering. The draft still has sections which are incomplete and will undergo additional revisions before being finalized.

      The objective of this report is to assess the economics of the Hoidas Lake rare earth project under a number of different mining, milling, and processing options in order to identify the most appropriate option. GWMG will now thoroughly review the report to evaluate all of the options presented, assess any deficiencies, and if noted, re-submit the revisions along with new information and data (see below) for the final report.

      As indicated in the press release of October 11, 2007, the Company has been carrying out Phase 2 metallurgical testing over the past several months while waiting for the draft PEAR. The goal of this testing was to identify improvements in the metallurgical base case (whole rock hydrochloric acid leaching) by employing other mechanical or chemical technologies that could reduce operating and/or capital costs. The initial results of this testing, conducted by SGS Lakefield, have been very impressive, and appear to represent a major "breakthrough" technology, in terms of metallurgical processing. Subsequent testing is now underway to confirm the initial test results and this data will be used to update the draft PEAR. It is anticipated this will delay the release of the PEAR in final form until the end of the first quarter 2008. The exact turnaround time will be determined by the workload experienced by the outside consultants and laboratories, which currently is extreme.

      The new processing technique employs optical sorting technology. This is a mechanized system that continuously separates ore into two or more streams of differing mineral characteristics using optical sensors. The ore is crushed to a specified size and then fed into a surge hopper which in turn feeds the ore, by conveyor belt, to a vibratory feeder that spreads the ore into a single layer. The ore then falls freely through the optical sorter which scans each ore particle (scanning at least 2,000 times per second) and acquires and stores information regarding the characteristics of the particle as it moves through the sorter. A microprocessor then analyzes the data and makes a decision whether or not to reject the particle from the particular stream. A series of high-speed compressed air jets are used to reject material. These sorters are capable of processing up to 300 tonnes of material per hour.

      In the case of the Hoidas Lake material, the rock was crushed to one-half inch size and fed through the sorter. The microprocessor software was utilized "off the shelf" and the material was sorted into several different streams. The end result was that the sorter was able to sort the material precisely enough that 92% of the rare earth elements reported to 60% of the retained material. In other words, this technique could reject as waste, 40% of the rock mined, resulting in significantly lower milling costs due to lower transportation, reagent and power costs resulting from less material being milled to recover the majority of the contained rare earth elements. It is anticipated that by calibrating the microprocessor and software to specifically accommodate the Hoidas Lake mineralization, that even more dramatic results can be achieved.

      The second Phase 2 test with positive results utilized a technology called Qemscan. This is a scanning electron microscope used to precisely determine where the rare earth elements are located in the mineralization and how they are being liberated using different grind sizes and different reagents. Developmental testing shows the potential for using sulphuric acid and a finer grind to deliver as high a recovery of the rare earth elements as with the hydrochloric acid base case, thereby consuming significantly less acid.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "We are pleased that we have finally received this long-awaited draft, but additional work is still required to complete the final report. However, we are very excited about the extremely positive results we have seen from the Phase 2 metallurgical testing". Engdahl adds, "These results have the effect of doubling our in situ grade and we believe they will significantly improve the project economics in terms of both operating and capital cost, and we need to incorporate them into the economic report; we regret, but expect, this may further delay the final report for 3 or 4 more months, but will be worth the wait."

      Engdahl states, "In the meantime, as we complete the Hoidas Phase 2 work, we are moving ahead rapidly on our Utah project with mapping and sampling of the property; detailed analysis of the samples to identify the minerals present in the sands; assaying for all potentially economic elements including rare earths; and prioritizing target areas for follow-up drilling. We expect this field work will be completed and assay results should be received and compiled over the next few months."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 14.11.07 22:16:42
      Beitrag Nr. 157 ()
      eine verdoppelung des grades und eine reduktion der notwendigen chemikalien ist schon sexy für die gewinne würd ich meinen
      Avatar
      schrieb am 23.11.07 17:05:43
      Beitrag Nr. 158 ()
      Antwort auf Beitrag Nr.: 32.431.012 von neodymium am 14.11.07 22:16:42nachfolgend ein paar zahlen die ich von stockhouse kopiert habe
      entsprechend sind sie mit vorsicht zu genießen.
      Andererseits passen sie ganz gut zu den offiziellen news oben.
      Vorfreude ist also erlaubt

      From the latest information that I have been able to muster up is that grades up to 5.04165% can be achieved with recovery rates in excess of 95% which equates to recoverable grades of 4.7892% or 47.892 kilograms of REO's per ton of ore at a basket price of approximately $15.00 per kilogram.

      In addition to the REO's that are recoverable, by products of phosphates are recoverable of a net percentage of 23.03% or 230.3 kilograms per ton at $.40 per kilogram and other by products comprising 4.0657% and recoverable at 95% for a total of 38.624 kilograms of mainly barium, strontium and titanium with lessor amount of gallium, rubidium,scandium and zirconium for a basket price of $7.80 per kilogram.

      In summarizing the recoverable mineralization in the entire deposit
      Rare Earth oxides - 47.8952 kilograms at $15.00 per kilogram
      Phosphates - 230.3 kilograms at $.40 per kilogram
      Other metals - 38.624 kilograms at $7.80 per kilogram

      Overall analysis a total of 316.548 kilograms of mineralization per ton at a basket price of $3.53 per kilogram.
      In one of the interviews it was indicated that utilizing the sorting equipment 60% of the waste can be identified before any milling of the ore is processed.
      Avatar
      schrieb am 23.11.07 19:08:04
      Beitrag Nr. 159 ()
      Antwort auf Beitrag Nr.: 32.541.288 von neodymium am 23.11.07 17:05:43Minor Metals II: The Surprising Usefulness of Rare Earth Metals
      By Jack Lifton
      20 Nov 2007 at 07:41 PM GMT-05:00

      DETROIT (ResourceInvestor.com) -- Ivan Herring, whose presentation at this year's regular San Francisco session of the IIC's Hard Assets Conferences, I reported upon yesterday expanded that presentation yesterday, Monday, November 19th, for an invited audience at a private luncheon sponsored by Great Western Minerals Group, Ltd. [TSX-V:GWG] After a lengthy talk, profusely illustrated by a slide presentation, Mr. Herring left his audience, literally dumbfounded, when he concluded with the statement that there were about 1,700 additional uses for the rare earth metals (REMs), which he had not had time to cover.

      He had begun his talk by telling the attendees that at a recent conference on rare earth metals in Hong Kong, a speaker had pointed out that while steel made up the bones of the body of our civilization, and oil the blood, it was the rare earth elements which functioned as the 'vitamins.'

      I was provided with a copy of the slide presentation by Mr. Herring, and due to a number of requests I have received, and with Mr. Herring's permission, I am attaching it here. This, luncheon, slide show covers also most of what Ivan Herring spoke about in his presentation to the open conference as well. Let me explicate for you some key technical areas which can be a roadmap for investors on what news stories to look for to spot uses of rare earth metals.

      My title today was suggested by the theme chosen by Ivan Herring for his talk at the luncheon, and I used it because it made me think of the 'popular' article entitled, "The Unreasonable Effectiveness of Mathematics in the Natural Sciences," by the Hungarian-American refugee scientist, atomic weapons pioneer researcher and Nobel Prize winner, Eugene Wigner. Just as Wigner pointed out that no one could have predicted how useful mathematics would be in explaining and predicting physical phenomena, no one could have predicted, on then known chemical or metallurgical principals, what, if any, practical uses there might be for any of the REMs before they became widely available as separate and purified, if not highly purified, metals.

      In metallurgy and chemistry, as in any other scientific endeavour, you must eliminate as many variables as possible before you begin to study a material, so that you know what you are actually looking at! The positive influence of pure research, intended to assist preparations for the military defence of the United States, which the U.S. government funded to study and develop techniques for the separation and purification of metals has been profound. It has, as a byproduct, amounted to the greatest subsidy for the pure sciences in the history of mankind. Rare earth metals are available today separately and in pure form only because of this subsidy.

      For those who might need some more convincing let me tell a little story about long-term thinking. In 1906, my father's father was farming in the Ukraine, near Kiev. He had served in the Russian Army and had seen enough misery and squalor to know that there was no future in or for the Russian Empire. At that point in time the British Empire was seeking immigrants for its unpopulated territories in North America, so my grandfather accepted a grant of farmland in Manitoba, which his Britannic Majesty's Government was offering to those who could or would work the land.

      My own father told me that by 1916, his father and he and his brothers were tired of trying to make a living from the farm, because so little of it was useful cropland. Most of it was covered with clay, and when you turned the clay with a (horse drawn) plow you saw that it was shot through with a bright yellow material. My father remembered his father telling him that local native potters sometimes had used the clay because it produced a nice yellow glaze effect when fired.

      My grandfather sold the land and moved on to Winnipeg; my father went to work on the Canadian Pacific Rail Road as a (teenage) labourer, and 50 years later, 40 years after he had emigrated to the U.S. and eventually opened his own car repair shop, he told his son, me, the story of the yellow clay when I told him that I had read in school that there was a lot of uranium being discovered in Manitoba. My father and I both learned what carnotite (the basis of yellow cake) was that afternoon.

      Not even the prescient James Dines, the self-proclaimed 'original uranium bug', would have recommended uranium in 1938, or before July 15, 1945 (the day on which the Trinity test was successfully carried out), nor would he have recommended rare earth metals if he had been around in that time period, because neither uranium nor any of the rare earth metals then had any important industrial uses at all. Mr. Dines attended the presentation perhaps looking to branch out into REMs.

      Uranium's use for fuelling nuclear reactors, its main use, other than to 'breed' plutonium for making fission (or fission triggers for fusion) weapons is even today a political football, and it's entirely possible that there is already a sufficient supply of uranium for the reactors, which will actually be constructed in the next decade or two. This is not the case for the other 'power' metal, thorium, the jury's still out on that.

      As for rare earth metals, Mr. Herring pointed out that the projected increases in usage of rare earth metals and their alloys with non rare earth metals are expected to grow by more than 45,000 tonnes annually above the actual figures for 2005 to reach a total projected usage of 162,000 tonnes in 2010.

      China today produces 123,000 tonnes annually of mixed rare earth metals. That number is today essentially 100% of the global production of most of the rare earth metals, and due to that fact, the U.S. today is 100% dependent on imports for its rare earth needs! The question is where is the additional material to come from not only to meet projected increases in current uses such as the following but also any new uses?



      Keep in mind that the above uses are for materials made from individual highly purified rare earth metals, not mixtures. The value added processing to make this so is a specialty of very few companies, although some of them, as well as some public institutions also license the special separation and purification technologies they have developed to individual companies for producing individual metals, alloys and compounds.

      With that in mind I can point out that Mr. Herring discussed also two of the newest uses for rare earth metals and their alloys and compounds now under serious development:

      Magnetic refrigeration with no moving parts and;
      Oxygen generation in place.
      Both of these technologies would quickly move from high value added uses such as the internal cooling of sensitive electronics and production of oxygen in confined areas where weight is at a premium (such as space craft) if more of the rare earth metals upon which they depend were produced or assured to be available by a supply base with no political risk.

      One more usage that Ivan Herring only touched upon comes to mind: The use of rare earth based alloys to 'store' hydrogen as a solid hydride for the purpose of supplying gaseous hydrogen on demand as a motor vehicle fuel from safe non pressurized systems.

      The development of such fuel 'tanks' has proceeded apace with the development of the nickel metal hydride battery, and even though the best, in the sense of practical, alloys for this purpose are of nickel and a rare earth metal such as lanthanum they can also be made from zirconium and iron, titanium and manganese, or even mischmetal and nickel, but none of this would have been discovered if it were not for research that began with rare earth metals' properties being explored, and that was not possible until the rare earth metals could be separated and purified.

      I am personally and professionally, as an electronics materials specialist, very impressed by the sophistication and progress of the research discussed in the privately published (But free for the asking) magazine, "Material Matters." The latest issue, Volume 2, No. 4, which I received yesterday would have made a perfect handout for the more technically minded at Mr. Herring's luncheon talk. Its theme is "Advanced Metals and Alloys," and it contains papers on "Advanced Magnetic Cooling [using rare earth metal alloys]," and "High-Pressure Intermetallic Hydrides" among others.

      This magazine is published by the American specialty chemical company, Sigma-Aldrich Co. [Nasdaq:SIAL], which manufactures and stocks rare earth metals in the purest forms available today for research and which advertises that it can produce industrial quantities of customer designed metals and alloys upon request. Keep your eye on Sigma-Aldrich as rare earth metals and their alloys come into their own.

      Mr. Herring, as usual, is on the cutting edge of investment opportunities for the medium to long term. As he would say you can no longer ignore minor metals, certainly not the rare earth metals. Some other minor metals seem to me to be momentum (or as I like to call them, lemming) plays, but any nation that ignores its supply of rare earths is playing a losing game with its economic future.

      Next week, I am going to revisit "Investing in Rare Earths," and identify the key production players thanks to an ongoing conversation with Ivan Herring.
      Avatar
      schrieb am 28.11.07 21:23:58
      Beitrag Nr. 160 ()
      :lick:
      Avatar
      schrieb am 30.11.07 20:21:12
      Beitrag Nr. 161 ()
      Antwort auf Beitrag Nr.: 32.605.741 von Popeye82 am 28.11.07 21:23:58
      Avatar
      schrieb am 30.11.07 20:22:50
      Beitrag Nr. 162 ()
      Avatar
      schrieb am 30.11.07 20:23:41
      Beitrag Nr. 163 ()
      Avatar
      schrieb am 05.12.07 08:46:41
      Beitrag Nr. 164 ()
      Antwort auf Beitrag Nr.: 32.632.280 von neodymium am 30.11.07 20:23:41GREAT WESTERN MINERALS GROUP LTD

      TSX Venture Symbol: GWG CUSIP: 39141Y 10 3
      USA Symbol: GWMGF

      04 December, 2007

      GREAT WESTERN MINERALS EXPANDS DRILL PROGRAM AT HOIDAS LAKE

      Great Western Minerals Group Ltd. ("GWMG" or "the Company") is pleased to
      announce that it is expanding its drill program at its Hoidas Lake Rare
      Earth Elements ("REE") property located 50 km northeast of Uranium City in
      Northern Saskatchewan. The purpose of this program is to test the zone along
      strike and to depth with the objective of increasing the tonnage in this
      zone to a level that could support a 1,000 tonne per day operation from the
      current 500 tonne per day base case.

      This program is expected to commence in mid-January 2008, and will include a
      minimum of 6,000 m, stepping out along the previously identified VLF
      conductor as well as extending the JAK Zone to depth. GWMG will mobilize one
      drill initially, and possibly add a second drill if and when one becomes
      available to increase the amount of drilling to 8000 m. The anticipated cost
      of this program will be $2MM, and results are expected by late summer 2008.

      From previous drilling, the JAK Zone has been drill tested over a strike
      length of 750 m and to a depth of 150 m. Continuity of the zone has been
      established to the full depth of 150 m and widths of 3 m to 16 m along
      multiple vein sets. The zone is open at depth and along strike and has been
      identified through geophysics (VLF-EM and Magnetics) for a further 250 m to
      the north and 1000 m to the south.

      Wardrop Engineering, in a 2006 Resource Model indicated a total resource of
      1.5MM tonnes measured, indicated and inferred at a cut-off grade of 1.5%
      Total REE. GWMG sees tremendous potential for increasing the indicated and
      inferred resources at Hoidas Lake by extending this zone beyond the initial
      750 m strike and 150 m depth. In addition, the presence of other REE
      showings along the 12 km corridor of the Nisikkatch-Hoidas Fault is highly
      encouraging for increasing the size of the resource, especially in the south
      Nisikkatch Lake area.

      The decision to increase the size of the operation is based on independent
      projections showing a significant gap between supply and demand by 2012 even
      if other potential producers come on-stream.

      Jim Engdahl, President and CEO of Great Western Minerals Group said,
      "Although we are completing the Preliminary Economic Assessment Report for
      Hoidas Lake, given the projected long-term global demand for rare earth
      elements, we have made the decision to move ahead more aggressively with the
      Hoidas Lake project to expand our resource base to support higher production
      levels".

      Engdahl adds, "In a recent industry conference in Hong Kong, the users of
      rare earths in the industrial, automotive and technology sectors made it
      very clear that there is a serious concern about an impending potential
      shortfall in the supply of rare earth elements. The effects of a shortfall
      could be economically crippling across a wide range of sectors in terms of
      limiting the development of new technologies that require rare earths in
      their applications. Under these circumstances, we believe it's the right
      decision to scale up the Hoidas Lake project to be in the right place at the
      right time to meet the global demands for rare earth elements."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for
      reviewing the contents of this release.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for,
      and developing, strategic metal resources in North America. Pursuing a
      vertically-integrated business model, the Company's wholly-owned subsidiary
      Great Western Technologies Inc., located in Troy, Michigan, produces a
      variety of specialty alloys for use in the battery, magnet and aerospace
      industries. These "designer" alloys include those containing copper, nickel,
      cobalt and the rare earth elements.

      Jim Engdahl.
      President
      Avatar
      schrieb am 11.12.07 00:40:41
      Beitrag Nr. 165 ()
      sie scheinen etwas schneller vorangehen zu wollen, dazu brauchts halt immer wieder friche aktien


      GREAT WESTERN MINERALS GROUP LTD.

      TSX Venture Symbol: GWG
      CUSIP: 39141Y 10 3
      USA Symbol: GWMGF

      10 December, 2007
      NEWS RELEASE

      GREAT WESTERN MINERALS ANNOUNCES PRIVATE PLACEMENT FOR FURTHER EXPLORATION
      AND CONSTRUCTION OF PILOT PLANT

      Great Western Minerals Group Ltd. ("GWMG" or the "Company") is pleased to
      announce a non-brokered private placement financing of up to 7,500,000
      Common Flow-Through Shares at $0.40 per Common Share, subject to regulatory
      approval. The proceeds of this placement will be used to fund the Company's
      recently announced drilling program at the Hoidas Lake Rare Earth Element
      (REE) Project in Northern Saskatchewan, and to begin construction of a pilot
      plant in 2008.

      These Common Shares will be subject to a four month hold period, in
      accordance with applicable securities legislation. This placement is
      expected to close on December 18, or sooner at the discretion of the
      Company. A cash finder's fee of up to 5% will be paid to accredited agents.

      It is anticipated that certain officers, directors, or insiders of the
      company may subscribe for a portion of the private placement. That portion
      of the private placement that is sold to insiders may be classified as a
      related-party transaction, as defined in TSX Venture Exchange Policy 5.9.
      The Company anticipates that it will be able to rely upon exemptions to the
      shareholder approval and valuation requirements imposed by TSX Venture
      Exchange Policies in respect of related party transactions.

      Jim Engdahl, President and CEO of Great Western Minerals Group says, "We
      have compelling reasons to accelerate our exploration programs on our rare
      earth properties. There is strong interest and encouragement in the rare
      earth industry to conduct further drilling at Hoidas Lake with the goal of
      increasing the tonnage on that property. This financing will allow us to do
      that without altering our exploration budget for our Deep Sands Project in
      Utah."

      Endgahl adds, "The pilot plant will be another important step forward in our
      strategy. Current metallurgical testing is being conducted on kilogram-sized
      rock samples with excellent results. The pilot plant program will determine
      if similar low-cost metal recoveries can be obtained with rock samples
      consisting of several tonnes, and determine the feasibility of successfully
      applying that metallurgical process to a full-scale operation. Data obtained
      from the pilot plant program will then be used in the final feasibility
      study for Hoidas Lake."

      Great Western Minerals Group is a Canadian-based company exploring for, and
      developing, strategic metal resources in North America. Pursuing a
      vertically-integrated business model, the Company's wholly-owned subsidiary
      Great Western Technologies Inc., located in Troy, Michigan, produces a
      variety of specialty alloys for use in the battery, magnet and aerospace
      industries. These "designer" alloys include those containing copper,
      nickel, cobalt and rare earth elements.

      James Engdahl
      President
      Avatar
      schrieb am 14.12.07 18:52:39
      Beitrag Nr. 166 ()
      interessant finde ich daß sie die aktien ohne zusätzliche optionen mitzuverschenken an den "mann" gebracht haben.

      Great Western Minerals Private Placement Oversubscribed
      Friday December 14, 12:00 pm ET


      SASKATOON, SASKATCHEWAN--(Marketwire - Dec. 14, 2007) - Great Western Minerals Group Ltd. ("GWMG" or the "Company") (TSX VENTURE:GWG - News; PINK SHEETS:GWMGF - News) is pleased to report that the non-brokered private placement financing announced on 10 December 2007 has been oversubscribed. The initial placement was for up to 7,500,000 Common Flow-Through Shares at $0.40 per Common Share for gross proceeds of $3,000,000. The size of this placement has now been increased to 8,187,500 Common Shares for total gross proceeds of $3,275,000 subject to regulatory approval.
      ADVERTISEMENT


      The proceeds of this placement will be used to fund the Company's recently announced drilling program at the Hoidas Lake Rare Earth Element (REE) Project in Northern Saskatchewan, and to begin construction of a pilot plant in 2008.

      These Common Shares will be subject to a four month hold period, in accordance with applicable securities legislation. This placement is expected to close on December 18, or sooner at the discretion of the Company. A cash finder's fee of up to 5% will be paid to accredited agents.

      It is anticipated that certain officers, directors, or insiders of the company may subscribe for a portion of the private placement. That portion of the private placement that is sold to insiders may be classified as a related-party transaction, as defined in TSX Venture Exchange Policy 5.9. The Company anticipates that it will be able to rely upon exemptions to the shareholder approval and valuation requirements imposed by TSX Venture Exchange Policies in respect of related party transactions.

      Great Western Minerals Group is a Canadian-based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and rare earth elements.

      James Engdahl, President
      Avatar
      schrieb am 20.12.07 08:57:42
      Beitrag Nr. 167 ()
      obwohl an der börse nur 31cent zu zahlen sind kaufen da welche für 0,40 manche wissen halt was es wert ist :-)


      19 December, 2007
      NEWS RELEASE

      GREAT WESTERN MINERALS ANNOUNCES FLOW-THROUGH PRIVATE PLACEMENT

      Great Western Minerals Group Ltd. ("GWMG" or the "Company") is pleased to
      announce, that due to strong demand, the Company has initiated a second
      non-brokered private placement financing of up to 2,567,500 Common
      Flow-Through Shares at $0.40 per Common Share, subject to regulatory
      approval.

      Proceeds of this financing will be used for eligible exploration and
      development activities on the Company's Hoidas Lake project in Northern
      Saskatchewan. GWMG is arranging a second drill to work on the property with
      the goal of increasing the drilling to approximately 8,000 metres.

      These Common Shares will be subject to a four month hold period, in
      accordance with applicable securities legislation. This placement is
      expected to close on December 31, or sooner at the discretion of the
      Company. A cash finder's fee of up to 5% will be paid to accredited agents.

      Great Western Minerals Group is a Canadian-based company exploring for, and
      developing, strategic metal resources in North America. Pursuing a
      vertically-integrated business model, the Company's wholly-owned subsidiary
      Great Western Technologies Inc., located in Troy, Michigan, produces a
      variety of specialty alloys for use in the battery, magnet and aerospace
      industries. These "designer" alloys include those containing copper,
      nickel, cobalt and rare earth elements.

      James Engdahl
      President
      Avatar
      schrieb am 20.12.07 09:54:15
      Beitrag Nr. 168 ()
      an der Börse kann man m.W. aber auch keine flow-through shares kaufen...insofern machen die schon ihren Schnitt
      Avatar
      schrieb am 08.01.08 14:13:27
      Beitrag Nr. 169 ()
      Newsnachtrag

      Great Western Minerals Closes Private Placements
      Monday December 31, 1:25 pm ET


      SASKATOON, SASKATCHEWAN--(Marketwire - Dec. 31, 2007) - Great Western Minerals Group Ltd. (TSX VENTURE:GWG - News; PINK SHEETS:GWMGF - News; "GWMG" or the "Company") is pleased to announce that, further to the press releases of 14 December 2007 and 19 December 2007, it has completed two non-brokered private placements for a total of 10,750,000 Common Flow-Through Shares at $0.40 per Common Share for total gross proceeds of $4,300,000. Cash finder's fees of $187,000 were paid to accredited agents.
      ADVERTISEMENT


      The proceeds from this financing will be used for additional drilling on the Hoidas Lake project and for the construction of a pilot plant.

      Jim Engdahl, President and CEO of Great Western Minerals Group says, "We are very pleased with the overwhelming level of interest that was expressed in these placements. We can now accelerate our exploration and development plans as we move into 2008."

      Engdahl adds, "We sincerely appreciate the support we received from our shareholders during a challenging period in the mineral exploration sector in 2007. We wish everyone the best for this holiday season and look forward to a very exciting year ahead for Great Western Minerals Group and its shareholders."
      Avatar
      schrieb am 15.01.08 13:09:37
      Beitrag Nr. 170 ()
      For those of you who may be in Vancouver next week...

      We are pleased to advise you that Great Western Minerals Group will be in
      Vancouver for the upcoming Resource Investment Conference to be held on
      January 20th and 21st at the Vancouver Convention and Exhibition Centre.

      Note that attendance is free, if you pre-register. For further information,
      please refer to http://www.cambridgehouse.ca/ch_jan2008.html .

      We invite you stop by Booth #201 so that we can provide you with an update
      on recent developments within the company, including our plans and progress
      on our Hoidas Lake project as well as our Deep Sand Project in Utah.

      In addition, Gary Billingsley will be making a presentation on Monday 21
      January at 11:30 AM during Workshop 1.

      If you require any additional information, please feel free to contact me at
      my coordinates below. We also invite you to visit our website at
      http://www.gwmg.ca for additional information such as Press Releases,
      Project Updates and information on Rare Earth Elements.

      We look forward to seeing you at the upcoming Cambridge Conference.

      Best Regards,

      Ron Malashewski, P.Eng (AB)
      Avatar
      schrieb am 15.01.08 17:48:15
      Beitrag Nr. 171 ()
      Antwort auf Beitrag Nr.: 33.052.165 von neodymium am 15.01.08 13:09:37Hallo Neodymium
      Das mit Vancouver wird zwar nichts, sag aber mal "Hallo".
      MfG Fritz
      Avatar
      schrieb am 17.01.08 18:53:29
      Beitrag Nr. 172 ()
      Andere Zahlen für Patente GWG stellt den Patenthalter als Mitarbeiter ein. Offensichtlich hat man noch einiges vor ;-)

      Great Western Minerals Group Welcomes Dr. Baodong Zhao as Manager of Metallurgy
      Thursday January 17, 11:39 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jan 17, 2008 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) ("GWMG" or "the Company") is pleased to welcome Dr. Baodong Zhao, as the Company's new Manager of Metallurgy. In this new role, Dr. Zhao will oversee all aspects of metallurgy including the development of cost effective techniques to optimize the extraction and processing of rare earth elements from the host rocks.
      ADVERTISEMENT


      Dr Zhao holds a PhD in Surface and Materials Electrochemistry from Queen's University and brings to GWMG extensive knowledge of metallurgy, materials science and physical chemistry from the Chinese and North American materials industry. He has many years of experience with metallurgical processes including hydrometallurgy, pyrometallurgy, electrometallurgy and powder metallurgy, and has developed unique techniques to enhance the recovery of rare earth elements from ore.

      Dr Zhao is the author or co-author of many academic and industry publications; He has developed and delivered technical presentations at many international academic, research, scientific and industry conferences on materials and metallurgy. In addition, Dr Zhao is a patent holder for a new technology to manufacture rare-earth metal from mixed rare-earth ore.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "We are pleased to add Dr. Zhao to our technical team. He is truly a high-calibre expert and brings to GWMG the background and experience we need to complement the key roles within the Company as we continue to implement our "mine-to-market" strategy. Dr. Zhao's knowledge of metallurgy is extremely important for us to develop and maintain a leadership role in this sector. Much of his knowledge and experience was gained in China, the primary global supplier of rare-earth elements, and now we have access to that technical expertise."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 20.02.08 23:33:38
      Beitrag Nr. 173 ()
      Antwort auf Beitrag Nr.: 33.085.837 von neodymium am 17.01.08 18:53:29Nachtrag News

      Great Western Minerals Group Ltd.: Drilling Commences at Hoidas Lake
      Monday February 4, 10:19 am ET


      SASKATOON, SASKATOON--(MARKET WIRE)--Feb 4, 2008 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) ("GWMG" or "the Company") is pleased to announce the commencement of drilling at its 100%-owned Hoidas Lake Rare Earth Elements ("REE") property located 50 km northeast of Uranium City in Northern Saskatchewan. The purpose of this program is to test the zone along strike and at depth, toward an objective of significantly increasing the measured, indicated, and inferred resource on the property to a level that could support a 1,000 tonne per day operation from the current 500 tonne per day base case for the JAK Zone alone.
      ADVERTISEMENT


      This program will include a minimum of 8,000 m of drilling, stepping out along the previously identified VLF conductor as well as extending the JAK Zone to depth. Two drills are operating on the property and results are expected by late summer 2008. The anticipated cost of this program is $2.5MM, funded by the proceeds of the recent financing.

      Previous drilling of the JAK Zone tested a strike length of 750 m to an average depth of 150 m. Continuity of the zone has been established to the full depth of 150 m and over widths of 3 m to 16 m along multiple vein sets. The zone remains open at depth and along strike and has been identified by geophysics (VLF-EM and Magnetics) for a further 250 m to the north and 1000 m to the south. Wardrop Engineering, in a 2006 Resource Model, indicated a resource of 80,000 tonnes measured, 1,070,000 tonnes indicated and 371,000 tonnes inferred at a cut-off grade of 1.5% Total REE.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "We are excited about accelerating our program at Hoidas Lake. With only 750 metres explored so far, of a 10 kilometre strike length, we see tremendous potential for significantly increasing our resource base on this property beyond the initial 750 m strike and 150 m depth. Engdahl adds, "Our first objective with this program is to increase the resource within the JAK Zone. Since recent reports continue to emphasize the impending shortfall in supply to meet the global demand, we want to aggressively position ourselves to meet that projected demand."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.
      Avatar
      schrieb am 22.02.08 22:45:19
      Beitrag Nr. 174 ()
      die REO Preise sind derzeit recht fröhlich
      das wird sich irgendwann auch auf die RE Aktien auswirken,...

      http://www.crystal-consult.com/upload/images/charts/BM-Index…
      Avatar
      schrieb am 25.02.08 18:21:20
      Beitrag Nr. 175 ()
      News Releases

      Great Western Minerals Group Updates Activities

      SASKATOON, SASKATCHEWAN, Feb 25, 2008 (Marketwire via COMTEX News Network) --

      Great Western Minerals Group Ltd. (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) ("GWMG" or the "Company") is pleased to provide an update of its "mine-to-market" strategy to become a fully integrated explorer and developer of rare earth elements ("REE'") and other strategic metals in North America.

      General Industry Developments: The world demand for REE continues to accelerate. Based on discussions and presentations at the International Rare Earth Conference held in Hong Kong in November 2007, the global demand for REE is projected to exceed 190,000 tonnes by 2012, for a projected global supply deficit of 20,000 tonnes. The projections do not consider the likelihood that Japan and the US will institute stockpiling to meet their internal demands. As well, these projections do not factor in development of new products or technologies such as RE magnetic refrigeration; the consensus is also that the demand for REE in Hybrid Vehicles is underestimated.

      In October 2007, the U.S. Government issued a report on Minerals, Critical Minerals, and the U.S. Economy which designated Platinum Group Metals (PGM) and REE as the two top "critical metals" groups required for certain industries to remain economically viable. As well, these elements and metals are deemed to be critical by the US Department of Defense and to the defense industry overall. This report and other related industry reports are available from The National Academies Press (www.nap.edu).

      In late December 2007, China, the primary global supplier of REE, announced an increase in export duties and tariffs on REE products, now at 15% to 25% on all REE products being exported from China. In addition to tariffs, China has also imposed restrictive export quotas.

      Those factors provide compelling reasons for GWMG to move ahead with aggressive efforts to expand the resource base on its REE properties and to accelerate activities leading to production.

      Successful Financing: In December 2007, GWMG completed two non-brokered private placements for total gross proceeds of $4.3 million. GWMG now has approximately $5.5 million in working capital which will be used for the drilling program underway at Hoidas Lake, completion of the Preliminary Economic Assessment Report ("PEAR"), the development of the pilot plant, and exploration and development activities on the Deep Sands project in Utah.

      Hoidas Lake: In late January, drilling commenced at the Hoidas Lake project to test the zone along strike and at depth. The objective is to at least double the resource on the entire property to a level that could potentially support an operation beyond the current 500 tonne-per-day base case. Approximately 1,800 m of drilling has been completed over 8 holes to date. Field work is expected to be completed by the end of April with assays anticipated in late summer.

      Phase 2 Metallurgy: Lakefield Research continues with Phase 2 metallurgical testing of the Hoidas Lake mineralization to develop the most cost-effective method for enhancing grades and minimizing costs in the processing and refining of the rare earth samples. Initial results, using state-of-the-art optical sorting technology, combined with a finer ore grind and a weaker acid-leach, have been very positive. Optical sorting results have indicated that 40% of the rock can be rejected before milling. This could significantly reduce the cost of transportation, reagents and energy required for processing. If the results of the additional tests confirm the initial investigation, the PEAR will be updated to reflect the process changes.

      PEAR: The final report is still under development, and will incorporate the results of the current drilling and ongoing metallurgical tests, if applicable. The completion date depends upon timely access to lab facilities, availability of data, and the workload and schedules of the various consultants involved.

      Pilot Plant: The objective of the pilot plant will be to demonstrate the operational viability of producing the final product, thus reducing technical and capital risk when designing a full-scale plant. The final design for the plant will incorporate the results of the current metallurgical tests, if applicable, as well as additional flotation and solvent extraction testing which is currently underway. The design and construction of the pilot plant will depend on the availability of facilities and results from ongoing bench-scale metallurgical testing.

      Deep Sands Project, Utah: There are several activities underway on this project. Initial mineralogical analysis of the Deep Sands material has been completed and the final report is expected by mid-year. This information will be used to define the scope of future geological and metallurgical test programs.

      An initial metallurgical testing program is underway to assess different methods of separating rare-earths from the non-valuable material, including screening, gravity, magnetic and electro-static techniques. Initial samples have been collected and will be sent to Xstrata Process Support for analysis. The final report on this program is expected in mid-2008.

      GWMG has retained Pincock Allen & Holt (PAH) of Denver, CO as consultants to recommend the most effective methods of evaluating the property and the most effective technique to systematically drill test the property. GWMG has received the PAH preliminary report, and is currently evaluating the recommendations. In the meantime, the contract for drilling has been tendered and drilling is expected to begin by the end of April.

      In addition, Titan Mining LLC, GWMG's partner on the Deep Sands project, has just completed over 2600 km of an airborne magnetometer and radiometric survey over the property to define the most prospective areas of heavy mineral concentration.

      Great Western Technologies Inc (GWTI): Although initially established as an R&D facility, GWTI is a leading production facility in North America for rare earth materials, powders, custom vacuum-grade specialty alloys, and related value-added products used in the aerospace, automobile, industrial, computer, and hi-tech industries. Capable of operating as a mid-sized foundry, GWTI's ongoing strategy is to increase its customer base of high volume users of its specialized products which are in a position to utilize that level of production. GWTI also continues to investigate strategic partnerships and business relationships with other related facilities and end users. As a result of successful marketing efforts and follow-through contracts, the facility is now operating on two shifts. Additional information about Great Western Technologies can be found at www.greatwesterntech.com .

      Other US Properties: As part of its focus on being a fully integrated REE enterprise, GWMG continues discussions with potential joint venture partners or optionors to take up the Company's non-core property assets, namely the Chuckwalla, Copper Hill and Crescent properties. Additional technical information on these properties is available at GWMG's corporate website.

      Manager of Metallurgy: GWMG has added a specialist to its Saskatoon-based technical staff. In January, Dr. Baodong Zhao joined GWMG as the Manager of Metallurgy. Dr Zhao holds a PhD in Surface and Materials Electrochemistry from Queen's University and brings to GWMG extensive knowledge of metallurgy, materials science and physical chemistry from the Chinese and North American materials industry.

      New Website: GWMG is also pleased to announce the launch of its new website. This site is much more dynamic than the previous one and will be kept current with news releases and developments within GWMG as well as developments in the rare earth sector.

      Jim Engdahl, President and CEO of Great Western Minerals Group says, "Although the investment markets have not been kind to exploration companies over the last several months, our fundamentals and cash position remain strong. We are pleased with the progress we have made, and we are particularly excited about the potential for the Company in view of the accelerated global demand for REE. The tightening of supply is a concern to many of the major, global end users of REE; as a result we have been in discussions with many of them about their needs for a future, stable supply."

      Engdahl adds, "We will continue to look for strategic acquisition or merger opportunities that will assist GWMG in achieving our goals and creating significant shareholder value. The opportunities may mean adding more REE properties to our portfolio, or entering into strategic manufacturing or marketing partnerships which could play an important role in implementing our long-term strategy."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President

      Cautionary Statement on Forward-Looking Information: Certain information set out in this News Release constitutes forward-looking information. Forward-looking statements (often, but not always, identified by the use of words such as "expect", "may", "could", "anticipate" or "will" and similar expressions) are based upon the opinions, expectations and estimates of management of the Company as at the date the statements are made and are subject to a variety of known and unknown risks and uncertainties and other factors that could cause actual events or outcomes to differ materially from those anticipated or implied by such forward-looking statements. Readers are cautioned not to place undue reliance upon forward-looking information. Although the Company believes that the expectations reflected in the forward-looking statements set out in this press release or incorporated herein by reference are reasonable, it can give no assurance that such expectations will prove to have been correct.

      CUSIP: 39141Y 10 3

      SOURCE: Great Western Minerals Group Ltd.
      Avatar
      schrieb am 28.02.08 15:26:21
      Beitrag Nr. 176 ()
      Antwort auf Beitrag Nr.: 33.470.146 von D.Bringer am 25.02.08 18:21:20die rare eart preise sind nicht zu halten
      nachdem china die exportquoten massiv eingeschränkt hat kann es auch nicht anders sein.
      Diese Woche ist endlich auch wieder neoymium in Bewegung gekommen
      nachdem es jetzt monatelang zwischen 28 und 30 lag.
      bei crystalconsult habens sie jetzt auch eingepreist
      http://www.crystal-consult.com/upload/images/charts/REO-Inde…
      bei lynas schon am Montag.
      http://www.lynascorp.com/page.asp?category_id=1&page_id=25

      irgendwann wird das ganze so ausarten daß man die Explorer wie GWG mit Geld zuschütten wird damit sie bitte bitte REE liefern.
      Avatar
      schrieb am 29.02.08 18:02:18
      Beitrag Nr. 177 ()
      How to Invest in Rare Earths and Thorium

      By Jack Lifton
      28 Feb 2008 at 07:43 PM GMT-05:00


      DETROIT (ResourceInvestor.com) -- The Chairman of a Canadian rare earth mining company unwittingly set the tone for the Society of Mining, Metallurgy & Exploration (SME) special session on rare earths last Tuesday morning when he good naturedly warned the audience to “bear with me ... I used to be a geologist, but it’s been a long time, so I’m going to skip through the technical stuff and get to our company’s progress on developing our ore body commercially.”

      This statement was made to an audience composed mostly of professional geologists, but there were enough company representatives, almost all of them CEOs, or, as the rest of the English speaking world puts it, Managing Directors, to elicit from a materials industry writer/investment advisor, who was also present, as I was, the remark that “the whole rare earth world is in this room.” I agree with his observation if, and only if, you add the caveat “other than the Chinese producers.”




      The disconnect between the usual conservatism of professional geology and the hype of commercial promotion, usually downplayed, or ignored, at ‘investment conferences,’ was much in evidence at this meeting. Ironically, it was the businessmen who were sceptical, and the professionals who were excited. Therein lies a tale.

      For investors, who read RI, I will say that the two most interesting presentations, and the most important, were the one given by an Australian rare earth’s supply consultancy’s Executive Director, Dudley Kingsnorth, who regular readers of RI will recognize as a named supply/demand and trends source for a very fine article, which previously appeared here on RI, by Sarah Belfield, entitled “Tectonic Shift Looming for Rare Earth Market Dynamics,” and another given by a pair of professional geologists on their survey of a specific region in Idaho and Montana. Kingsnorth’s was entitled “Rare Earths Supply: The Alternative to China,” and the other geological report, which I believe pointed to the best of the alternatives to China, was the one I named and posted a copy of yesterday in my previous article, which could not have been known to either Kingsnorth or Belfield last October, because at the time the validation work on the Lemhi Pass, Idaho/Montana, ore bodies was still being compiled and evaluated on a proprietary basis. .

      Kingsnorth discussed the current supply and demand picture for rare earths, detailed by individual metal, and gave, what I considered to be, a very well-informed set of predictions on the future supply and demand drivers for those same metals. His conclusion was that by around 2012-3, unless there is substantial new non-Chinese production by then of at least 50,000 tonnes of rare earth elements (REEs), there will be a shortfall of rare earths, outside of China, which will of course dramatically impact all of the non-Chinese end-users of rare earth metals. He stated, and no one disagreed, that although today China produces essentially 100% of the rare earth metals consumed in the world, they now only consume 60% of those same metals, but with global demand growing at a sizzling 9%-11% per year, and with no let up in that demand growth in sight, Chinese demand in 2012-13 could be equal to the entire 2007 global (i.e., Chinese) production plus 30,000 tonnes, which would mean that China’s demand would be equal to its own domestic production under the most optimistic projections. The global demand in 2012, he forecast, would be 185,000-195,000 tonnes.

      It is obvious then that even if Chinese production were to continue to grow, and it is actually showing signs currently of some growth rate contraction, that growth may do no more than cover increasing Chinese domestic needs. In fact, ironically, I think that this says that there is a high probability that by 2013 China could be a net importer of rare earth metals.

      One key issue to keep in mind, when looking for non-Chinese supplies of REEs, is that rare earth deposits do not simply occur with uniform distributions of the REE series of metals. Companies usually like to describe their ‘geologies’ with a specialized terminology that uses categories such as light rare earths (LREEs) or ‘heavies’ (HREEs). This means that their ore bodies contain either, essentially, the first half of the series or the second half; ore bodies may also, and usually do, contain minerals that produce mixtures of LREEs and HREES along with some proportion of yttrium and/or scandium, and, almost always, naturally radioactive thorium, which I discussed yesterday.

      The key questions for an investor include:

      What specific areas of demand and metals used to meet that demand are driving the high growth rate of demand for those specific REEs, and what types of ore bodies, in the sense of LREES, HREES, yttrium, scandium and, even now, thorium are best suited to meet this demand;
      Then for the identified particular demand drivers and metals which non-Chinese rare earth mining opportunities are the best in terms of producing the REEs required, and;
      Where are those mining opportunities both in terms of both the length of time until they are producing and the risk that they will never produce, usually for lack of adequate financing?
      Before delving into these questions, let’s get onto a numerical basis. I will use numbers supplied by Kingsnorth.


      The problem is not 60,000 minus 44,000 tonne equals a shortfall of 16,000 tonnes; the problem is that the total of non-Chinese and Chinese demand in 2012-13 is projected to be as high as 195,000 tonnes, so that the shortfall could be 195,000 minus 130,000 equals 60,000 tonnes!

      To cut to the chase the key rare earth metal in these equations is neodymium; in 2006 the value of the neodymium consumed was equal to 25% of the total price for the world demand of all REEs. It is projected that by 2012 neodymium demand could contribute 50% of the total paid for all REE consumption!

      One more fact to consider: The global consumption of REEs required in 2006 for magnetic alloys for the permanent magnets in electric motors was 22,500 tonnes; it is projected to rise to 45,000 tonnes by 2012-13. The principle REE required is neodymium; as used in neodymium-iron-boron permanent magnets; this is the key element, therefore in determining the future value of any REE mining opportunity.

      At this time, February 28, 2006, there is one producing rare earth mine in North America; it is the re-start of the Mountain Pass operation in San Bernadino, County, California, by newly named Chevron Mining, Inc. Mountain Pass was from 1952-1994 a major, if not the major, producing site for REES producing nearly 40% of the world’s demand as recently as 1994; it was shut down then the company says due to market conditions (i.e., low prices) in 2000. It has been in the past a vertically integrated operation starting with mining ore and offering everything up to ‘59s purity metals produced on site.

      Today, it is being re-started as a first stage chemical separation house working off existing above ground material; the company’s general manager stated that Chevron plans to systematically bring the plant on line and, perhaps, even up to full vertical integration within 5 years, by 2013. A lot will depend on the particular rare earths and the volumes of them that can be brought to market soon, because the return on investment clock in large parent organizations runs very quickly, and this re-start-could easily cost $200 million dollars.

      Chevron’s first product was said to be didymium; this is a name used historically for a mixed rare earth metal alloy containing dysprosium and preasedymium and used in magnet forming applications. I believe that this route was taken by Chevron, because mixtures are easier to less expensive to produce upstream, and this particular one will allow them to enter the end-user magnet production market in which later on they hope to sell neodymium. Ironically their above ground material contains up to 500 parts per million of thorium, which today is considered only as a contaminant; if the thorium reactor revolution occurs and it is possible to be paid for separating and refining thorium as an asset then the whole dynamic, and certainly the return on investment, of Mountain Pass operations could change.

      Every other rare earth mining opportunity outside of China today is only in process of being developed, and in order to determine if all or any of them will be developed one needs to look at which metals they could produce to get an idea whether or not they will be able to find financing.

      In the being-developed category are the two Canadian companies, Avalon Ventures [TSX-V:AVL] and Great Western Minerals Group [TSX-V:GWG]. The Chairman of GWG gave a talk at the SME session I attended on the “Geology, Setting and Development of the Hoidas Lake (Saskatchewan) Rare Earth Element Deposit.” He stated that the output would be 3,000 tonnes per year, for, at this point, at least 10 years, in total, of REEs within five years after start-up of the mining operation, and he said that this start-up is now under way. Although what exact percentage quantity of the minerals in the ore body would be neodymium was not stated it was mentioned that there would be neodymium production at Hoidas Lake.

      It has been reported that Avalon Ventures production will be of the same magnitude. I do not know the percentage by REE composition of the Avalon Ventures ore body.

      There are several Australian companies bringing REE mines forward; the largest and I think the closest to vertical integration, like Mountain Pass, is Lynas [ASX:LYC], which has said it will lift, process, and then, because of the economics of starting up a refinery, such as the one already in operation at Mountain Pass, move its ore concentrates to Maylasia, rather than as originally planned to China, because Chinese export taxes on rare earth metals and the serious possibility of restrictions on their exports caused it to change its mind. Lynas has announced that its Mt. Weld mines are the richest concentrations of REEs in the world, but even so, it has also announced that it hopes to reach a peak production of only 20,000 tonnes per annum by 2010.

      To be fair a vertical integration agenda is also the plan of GWG, but rather than stop at high purity end products of metals and chemicals like Lynas GWG plans to produce specialty rare earth dependent alloys and forms for end-users at an already existing specialty alloy plant it has acquired and already put into operation using REEs bought from the outside to start it up. Another Australian rare earth mining company is Arafura Resources [ASX:ARU].

      There are REE deposits of one type or another in North Carolina, Missouri, Turkey and southern Africa, but none of them is even being surveyed much less under development.

      So, at this point is there going to be new non-Chinese production, in sufficient quantity to replace the 40% of Chinese production now exported which will be needed domestically by 2013 to come from and to add the expected increase in demand?

      The answer would seem to be not only a resounding no, but also a very shaky ‘maybe,’ if, and only if Mt. Weld comes into production and there are no problems either at the mine or in Maylasia-remember there is also not enough existing or planned and financed refining capacity to process anything like the projected 60,000 2013 shortfall.

      There is one more possibility. No one before this meeting except astute readers of RI had heard of Thorium Energy, Inc. [OTCPK:TREG], which owns the claims in the Lemhi Pass, which the company’s geologists announced at the SME session were the largest REE deposits in North America, and until I am convinced that the standard of reserve and resource measurement in Australia is as credible as the data presented, and linked on my last article, by the geologists working on the Lemhi Pass deposits I am going to say that Lemhi Pass, in total, is probably the richest and highest grade REE deposit group yet found. China may have more REEs but it does not have the grades found at the Lemhi Pass.

      One more piece of good news. I discussed the geology of the Lemhi Pass deposits with the presenter-geologists and they told me that the Lemhi Pass deposits are unique in their distribution of REEs in that although they may resemble in part the Mountain Pass deposits they appear to be much richer and larger than the Mountain Pass deposits in the critical middle rare earth elements; they are for example anomalously rich in neodymium!

      Thorium Energy, Inc. is in the process of having the exact percentage distribution by individual element calculated for the largest ore bodies so far discovered on their claims.

      If the Lemhi Pass is developed over the next five years I believe that it along with the other smaller North American and Australian deposits and the large Australian deposit could make up the REE shortfall.

      I also believe that the Lemhi Pass deposits may turn out to be the non-Chinese world’s largest resource and source of neodymium. It also has, I have been told, anomalously large amounts of yttrium, samarium and gadolinium.

      I’m going to follow all of the non-Chinese REE mining projects this year, and keep you informed on their progress. Right now the score is China, 95+, and the rest of the world, <5; so far only Chevron is playing on the non-Chinese team, but on the bench are two Canadians, two Australians and one additional American. It looks to me like the heavy hitters are one of the Australians and the one other American, but he’s the new guy and untested. The clock is running and only the winner of the 2013 season gets to go on playing in the big leagues. Good luck to all the players on the non-Chinese team.
      Avatar
      schrieb am 01.03.08 11:34:57
      Beitrag Nr. 178 ()
      interessant wird es wenn man nun obige Angaben mit der News
      vom 15.Jän. kombiniert.
      Weil wenn 2006 der Verbrauch aller Nicht China Länder bei 44000t
      war und 95% davon aus China kamen woher bekommen sie dann heuer
      ihre mindestens 44000t (Verbrauch dürfte wohl schon höher sein) wenn China nur 22000t exportieren will.
      Über Japan habe ich gelesen daß sie Reserven an Rohstoffen für 38 Tage haben (Staatlich) wobei die RE erst hochgefahren werden müssen auf den 38 Tage Bedarf. Also ich würd sagen ab August hat die Welt ein kleines Problem. Weils dann kein RE mehr gibt
      außer den 5% die sich die Welt(ohne China) selbst produziert.
      Kein Wunder daß da schon mal die Preise steigen.
      Avatar
      schrieb am 01.03.08 11:36:36
      Beitrag Nr. 179 ()
      Antwort auf Beitrag Nr.: 33.523.392 von 4now am 01.03.08 11:34:57die Exportquoten vom 15.Jän.
      Avatar
      schrieb am 07.03.08 02:00:46
      Beitrag Nr. 180 ()
      weitere erklärungen für den preisanstieg.
      Die chinesen produzieren zum Teil gar nicht mehr
      18.Feb.: Smelters in Baotou halted operations due to lack of rare earth carbonate supply
      A Baotou-based prodcuer confirmed the situation. "We have been in stoppage since 6 February due to the supply shortage of rare earth carbonate," said an executive of the northern producer...
      In the meantime, a producer from Huhehaote, Inner Mongolia, also claimed that it has stopped production for one week because of short supply of raw material. "Many smelters have been shutdown as they have been unable to obtain the carbonate, which would , to some extent, drive up levels for rare earth oxides and metals in the near future," predicted the source.

      ...
      3.Mar.:
      market sources reported that some major producers in northern China are looking to build up some stocks of lanthanum oxide instead of selling it, which would tighten domestic supply further and push through another price increase.

      6.Mar.:
      "The rare earth mines in Sichuan would not restart in the short-term, together with the stringent control in Baotou, Inner Mongolia, it is difficult for the tight domestic feed to be eased in the near future," said an official of another Baotou-based smelter. "As a result, the lanthanum market would keep strong in the following weeks," he suggested.
      Avatar
      schrieb am 07.03.08 17:24:07
      Beitrag Nr. 181 ()
      Antwort auf Beitrag Nr.: 33.574.416 von 4now am 07.03.08 02:00:46Und weiter gehts: Auch Neodymium und Europium stehen höher als am Montag bei Lynas angezeigt.

      7.März FOB 34,5$/kg Neodymium levels continue up in thin trading in China...
      "The export price for the first two months was lower due to relatively diminished demand from overseas purchasers, but the export prices are expected to move up in the near future on the back of the predicted resuming demand and the recent prices rising within the domestic market,"

      Europium: 464$/kg Prices for europium oxide have been going up in the last few weeks, and market participants suggested that the market would stay strong in the coming weeks.
      ....and the levels are likely to move up further in the coming days on the back of bullish market demand,"
      Avatar
      schrieb am 08.03.08 12:51:44
      Beitrag Nr. 182 ()
      Potential des Utah Deep Sand Projektes:
      Potential
      In his independent report E.D. Black states: " --- the tonnage potential of these deposits could be huge. As an example, the Upper Bench , which averages approximately two miles wide by ten miles long (within the Property) ---includes an area of approximately 12,800 acres (20 Sections each 640 acres) --- this area alone, taken to an average depth of 100 feet, could contain in the order of 223,000,000 tons of material per Section, or a gross of about 4.5 billion tons of material. If we include the Middle and Lower Benches, which appear to be 150 feet thick, and possibly equally as extensive, the potential resource could reach 15 billion tons (15BT)." Based on the early sampling, this could represent between 20 million tonnes and 109 million tonnes of TREO. With current world consumption at 110,000 tonnes, the resource could meet this level of demand for up to 1,000 years.
      :lick:
      Avatar
      schrieb am 10.03.08 12:47:55
      Beitrag Nr. 183 ()
      ein vergleich bezogen auf die Rare Earth Metall Preise die ja wesentlich höher sind als die fürs Oxyd.
      http://www.gwmg.ca/pdf/reo-comparison-2008-feb.pdf

      GWG hat ja eine eigene Produktionsstätte für RE Metall und will damit spezielle Alloys für zb die Flugzeugindustrie herstellen.
      Avatar
      schrieb am 11.03.08 12:42:42
      Beitrag Nr. 184 ()
      US lab develops magnet using mix of rare earths
      NEW YORK 11-Mar-08. US researchers have developed a new alloy for permanent magnets that achieves better performance at high temperatures by using a combination of rare earth elements in place of pure neodymium. If the discovery reaches commercial application in electric vehicles, as its inventors intend, it could boost demand for the rare earths involved.

      The new alloy uses a mix of neodymium together with yttrium and dysprosium, which all form similar crystalline structures. The resulting alloy is designed to be used in permanent-magnet electric motors that can operate well at temperatures as high as 200 degrees Celsius. Existing permanent magnets, which generally utilize a combination of neodymium, iron and boron, tend to degrade and lose as much as half of their magnetic power at temperatures of 100 degrees Celsius or above.

      The new alloy, announced earlier this year, was developed at the Ames Laboratory in Iowa. Researchers were looking for a high-performance magnet material that could improve the performance of electric and hybrid-electric vehicles. The new material can be easily processed into a fine power for use in power metallurgy injection moulding applications required by automakers for large production runs. In addition, researchers have worked to further cut production costs by switching to argon gas for the powder conversion process from more expensive helium.

      The Ames Laboratory, operated by the US Department of Energy and Iowa State University, is in the process of patenting the discovery.
      Avatar
      schrieb am 11.03.08 13:09:42
      Beitrag Nr. 185 ()
      10-Mar-08. ....
      In the meantime, sources reported that some smelters in Jiangxi have stopped production again in recent days due to environmental pollution problems. This will also result in tightening the domestic supply of rare earth products.
      Avatar
      schrieb am 12.03.08 11:54:31
      Beitrag Nr. 186 ()
      Antwort auf Beitrag Nr.: 33.607.283 von 4now am 11.03.08 13:09:42GREAT WESTERN MINERALS GROUP LTD. ADOPTS SHAREHOLDER RIGHTS PLAN

      Great Western Minerals Group Ltd. ("GWMG" or the "Company") is pleased to
      announce the adoption by the Board of Directors of the Company of a
      Shareholder Rights Plan to protect the Company's shareholders from unfair,
      abusive or coercive take-over strategies, including the acquisition of
      control of the Company through a take-over bid that may not treat all
      shareholders equally or fairly. In making the announcement, the Company
      said it is not aware of any specific take-over bid for the Company that has
      been made or is contemplated.

      To implement the Plan, the Board of Directors of the Company authorized the
      issue of one Right in respect of each common share of the Company
      outstanding to holders of record on March 11, 2008, as well as one Right in
      respect of each common share issued after the record date. Initially, the
      Rights will attach to and trade with the common shares and be represented by
      certificates representing common shares.

      The Plan is similar to shareholder rights plans adopted by a number of other
      Canadian companies. The Plan is not intended to block take-over bids. The
      Plan includes "Permitted Bid" provisions which do not invoke the dilutive
      effects of the Plan if a take-over bid is made by way of a take-over bid
      circular to all shareholders that remains open for a minimum of 60 days and
      is accepted by not less than 50 percent of the common shares held by
      independent shareholders. The Plan will be invoked by an acquisition, other
      than pursuant to a Permitted Bid, of 20% or more of the outstanding common
      shares of the Company or the commencement of a take-over bid that is not a
      Permitted Bid, in which case the Rights separate from the common shares and
      will entitle holders (other than the acquiring person or group persons) to
      acquire shares of the Company at a 50% discount to the prevailing market
      price of the shares.

      Although the Rights Plan is effective immediately, the Company intends to
      submit the Plan to the shareholders of the Company for confirmation at the
      Company's next annual general meeting of shareholders expected to be held in
      June of 2008. If confirmed by the shareholders at this meeting, the Plan
      will be effective until the annual general meeting of shareholders to be
      held in 2011 and, if reconfirmed by shareholders at that meeting, will
      continue in effect until the annual general meeting of shareholders in 2014.
      Avatar
      schrieb am 12.03.08 12:33:44
      Beitrag Nr. 187 ()
      Avatar
      schrieb am 12.03.08 15:48:47
      Beitrag Nr. 188 ()
      Noch ein cooles video von einer Testbohrung am Deep Sand project Utah daß ich über die Homepage von Titan Mining LLC gefunden habe.
      http://titanmininggroup.com/
      Video
      http://www.youtube.com/watch?v=WBSBS43tGvw
      Avatar
      schrieb am 12.03.08 16:02:40
      Beitrag Nr. 189 ()
      Eine sehr interessante Präsentation von Dudley Kingsnorth
      zum Thema Rare Earth
      http://www.gwmg.ca/pdf/SME08%20RE%20Supply%20-%20The%20Alter…
      Avatar
      schrieb am 13.03.08 14:01:28
      Beitrag Nr. 190 ()
      13-Mar-08 Prices for lanthanum oxide have been relatively steady during the past week after rallying over the past two months, but some suppliers are still bullish about the future market for the rare earth oxide.

      A Baotou-based supplier has confirmed that the market is stabilising at the higher levels. “Lanthanum prices have been relatively steady during recent days, and some suppliers are still quoting Rmb32,000/tonne for the oxide although they have no stocks available,” said an executive of the northern supplier.

      In the meantime, some other sources also claimed that right now it is difficult to book the oxide even at higher prices. “Producers in Baotou are reluctant to sell the oxide, while Sichuan-based smelters have been in stoppages, both of which has resulted in little lanthanum oxide being available,” said an official of another Baotou-based producer. “Consequently there have only a few real deals concluded on the spot market, despite high prices,” he added.

      Market sources remain bullish, with some even suggesting that prices could go up to around Rmb60,000/tonne in the future. “Supported by strong consumption against short domestic supply, lanthanum oxide prices will keep strong in the coming weeks,” predicted an industry insider from Huhehaote, Inner Mongolia.
      Avatar
      schrieb am 22.03.08 18:41:56
      Beitrag Nr. 191 ()
      interessanter artikel

      http://www.canada.com/saskatoonstarphoenix/news/business/sto…


      Rare earth elements becoming hot commodity
      Mine in northern Sask. expected to open in 2011

      Cassandra Kyle, The StarPhoenix
      Published: Saturday, March 22, 2008
      The only North American company working on the primary production of rare earth elements has a lot happening these days, not the least of which is a winter drilling program set to at least double the group's resource calculations.

      Jim Engdahl, president and CEO of Great Western Minerals Group Ltd. (GWMG), says interest in the elements (which form the lanthanide series on the periodic table) has never been higher. Engdahl said nearly every Japanese firm involved in metals has made contact with the Saskatoon-based junior mining group in preparation of the company's estimated production date of 2011.

      GWMG's wholly owned rare earth project at Hoidas Lake in northern Saskatchewan is expected to be one of only three new primary production element mines in the world by 2012, the CEO explained.

      Jim Engdahl, CEO of Great Western Minerals Group, shows off drilling results
      Richard Marjan, The StarPhoenix


      While the significance of the date may seem small today, 2012 is when China, which produces 97 per cent of the world's rare earth, will no longer have the capacity to supply its own needs as well as the rest of the world's. It's then, said Engdahl, that GWMG's project will likely become a major player in the global supply of rare earth. This winter's drilling program is another step in turning the project into a mine within four years.

      "There are three companies planning for primary production of rare earths in that period of time, and we are one of those three," he said, adding the other two are in Australia. GWMG has a second rare earth project in Utah that has the potential for production around the same time.

      "Even with the three of them getting into production, there's still going to be a serious gap between supply and demand by 2012 because of all the different various uses that are coming into play every day."

      Rare earths are used in hybrid vehicle batteries, medical imaging, designer super-alloys, communications and defence items as well as a host of everyday goods such as iPods and plasma televisions. Recently, rare earths have been used to treat side affects of dialysis and create freon-free refrigerators, Engdahl explained. GWMG, he said, is prepared to capitalize not only on the need for the raw elements, but value-added products as well.

      "Once we process it and mine it and get it to the level we want, our target is to double the value from the mine to when we actually sell, and we think we can do that," he said. "We have a facility in Michigan that's already doing that. We're working with doing super-alloys for the aeronautical industry; we're doing magnet powders (and are) working with some of the auto industry as well as looking at several other areas."

      While demand for the elements continues to rise, rare earths remain undervalued. According to a company presentation Thursday, GWMG had a 52-week share price range of 21 to 46 cents and a value of 29 cents at the beginning of March. The company says it has a fully diluted cash and hard-asset value of 30 cents per share before the value for mineral property potential is included.

      Engdahl, however, has a positive outlook for the company. The rare earth industry today, he said, has a resemblance to another important Saskatchewan mineral a generation ago.

      "Right now, we truly believe the rare earth industry is where the uranium industry was 30, 40 years ago," he said. "We truly believe we will be one of the next leaders in the rare earth industry outside of China. That's our goal, that's our objective and that's what we're going to do."
      Avatar
      schrieb am 27.03.08 08:57:08
      Beitrag Nr. 192 ()
      Great Western Minerals Group Updates Progress on Preliminary Economic Assessment Report
      Thursday March 27, 2:00 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Mar 27, 2008 -- Great Western Minerals Group Ltd. ("GWMG" or the "Company") (CDNX:GWG.V - News)(Other OTC:GWMGF.PK - News) is pleased to provide an update on the progress of the Preliminary Economic Assessment Report ("PEAR") for its Hoidas Lake Rare-Earth-Elements ("REE") Project in northern Saskatchewan.
      ADVERTISEMENT


      This report is being prepared by Wardrop Engineering in conjunction with work by Melis Engineering Ltd. and SGS Lakefield Research. The objective is to assess the economics of the Hoidas Lake REE project under a number of different mining, milling, and processing options to identify the optimal, most cost-effective option.

      The original concept for the mine and mill was for a 500 tonne-per-day (tpd) operation with processing facilities at Hoidas Lake, or at a nearby community. The proposed mine would be developed as an underground trackless operation with a ramp access from surface. The initial concept for the leaching plant process was based on crushing, whole-ore leaching, solvent extraction and production of a mixed REE-carbonate concentrate.

      An optimized metallurgical process is the key to any profitable mining operation. GWMG and its consultants continue to develop the process to extract REE from the allanite and apatite host rock since there are no mines currently in operation that can be used as a model for the particular mineral assemblage at Hoidas Lake. So far, the results have been very positive, with several significant breakthroughs that are expected to enhance the economics of the project.

      The purchase and handling of acid contribute some of the highest operating costs associated with such a mining project. Major savings can be realized by significantly reducing the volume of acid required. As previously reported, the use of optical sorting technology could eliminate up to 40% of the rock as waste and therefore also reduce acid consumption by similar proportions. In addition, using a finer grind of ore, and introducing a flotation stage in the metallurgical process could further, and significantly, reduce the use of acid.

      Initial indications are that the use of sulphuric acid is more effective than hydrochloric acid. Sulphuric acid is in short supply globally; therefore, adding a sulphuric acid production facility on site (similar to existing uranium operations in the area) is also being examined and will be incorporated into the final report. This could significantly reduce the costs of purchasing and transporting the acid. In addition, the heat generated from the production of sulphuric acid can be used to generate electricity and significantly reduce operating costs.

      Once the metallurgy is optimized, then the final costs of power, transportation, and other necessary infrastructure to support a profitable mining operation can be incorporated into a final report.

      The host rock at Hoidas Lake has a high apatite-phosphate content. With phosphate prices having tripled to around $1,000 per tonne since the report was initiated, the potential for producing a phosphate byproduct will also be further examined and incorporated into the final report.

      GWMG is aware of the accelerating global demand for REE and the tighter timeframe to bring this project into production and continues with additional work to aggressively move this project forward.

      As announced previously, the company commenced a winter drill program at the Hoidas Lake project with the objective of doubling the resource on the entire property to a level that could support an operation beyond the current 500 tpd base case. Over 5,200 m of drilling has now been completed in 23 holes. If favourable weather conditions persist, field work is expected to be completed by the end of April with assays anticipated in late summer.

      Much of the data needed to complete the report must be provided by third-party consultants and external lab facilities which remain under heavy workloads. The principal consultant on this project now has staff based in Saskatoon, and this arrangement now facilitates more direct and effective communication between the consultants and GWMG. The Company is also investigating the use of other accredited lab facilities in North America which may be able accelerate some of the necessary testing and decrease the wait times for the results.

      Jim Engdahl, President and CEO of Great Western Minerals Group says, "We are all anxious to have a final report. We recognize that there is still a lot of work to be done, but we will continue to confidently move forward. We are also very excited about the advances that we have made with regard to metallurgy, and the tremendous cost saving that these advances can realize for us."

      Engdahl, adds, "We appreciate the patience and support of our shareholders and we will continue to do what we can to encourage the completion of this report and ensure that all of the reasonable and economic alternatives are considered."

      Jim Engdahl, President
      Avatar
      schrieb am 28.03.08 17:38:20
      Beitrag Nr. 193 ()
      Antwort auf Beitrag Nr.: 33.736.281 von 4now am 27.03.08 08:57:08What's the Play in Lanthanum?

      By Jack Lifton
      27 Mar 2008 at 11:43 PM GMT-04:00


      DETROIT (ResourceInvestor.com) -- I’ve noticed over the years that whenever I write or speak about a metal, which is not well known to the investment community, or the public, but I think should be, I can gauge the interest I have generated by the length of time between my article being published, or my speech being concluded, and the first question: “What’s the play in...?” So I am going to use this article to inaugurate a new policy. I will tell you my answer to the question above before I start. The answer is Honda [NYSE:HMC].

      Before I explicate my reasoning let me give you some background to show you how I reached this conclusion:




      First of all the Honda Motor Co., Ltd., a truly global Japanese owned and operated, and Japan based, OEM car, truck, motorcycle, motorbike, aircraft and boat maker is, when all of its various internationally located company owned and operated engine plants’ production is totalled, the world’s largest manufacturer of internal combustion (IC) engines. Honda makes 14 million IC engines a year just for cars and trucks; it makes a similar number of engines, in addition, for the other vehicle applications listed above.

      Honda’s U.S. website, prominently notes that it first began marketing an in-house designed and built engine in 1974, which was able to meet the then newly mandated, required for 1976, U.S. emissions requirements for an IC engine without the need for a catalytic converter.

      Late last year, the engineer who was in charge of the development of that 1974 low emission IC engine, now the CEO of Honda in Japan, Takeo Fukui, announced that Honda would market in the 2010 model year a four cylinder IC engine, which would meet 2010 U.S. mandated emissions levels without the need for a catalytic converter, or, in case the more stringent California emissions rules for 2010 were adopted, it would require a lightly loaded catalytic converter, and in either case a small car being powered by this new engine would use less platinum group metals, as little as none at all, than used by Honda in 2008 for the same displacement engine running at the same weight loads.

      While four of today’s Big Five global car and truck makers, General Motors (U.S.), Toyota (Japan), Ford (U.S.), Honda (Japan) and the Nissan-Renault Group (Japan-France) have made public commitments, withdrawn them, and made them again to market hybrids, plug-in hybrids, all battery powered, fuel cell powered and/or hydrogen fuelled vehicles, utilizing what they call light(er) weight, higher power density, lithium chemistry based rechargeable storage batteries, Honda has been more circumspect.

      Admittedly last year Honda announced that it would produce only hybrid motor vehicles by 2018, and although I cannot find where, or if, it has withdrawn from that commitment, I do find that just last week the brilliant engineer-CEO of Honda, Mr. Fukui, made an announcement about a production ready next generation affordable Honda hybrid that may be ignored by the herd of OEM automotive CEOs and their faithful industry press, but must be carefully examined by the readers of Resource Investor.

      On March 24, 2008, Automotive News, the bible of the American OEM automotive industry, carried a story entitled, “Fukui: Nickel battery is best for hybrid.” With the subheading, “Honda won’t follow rivals down lithium road-for now.”

      The article is worth reading in its entirety just to get the viewpoint of a leader, not a follower, in the global OEM automotive industry, on practical step-by-step solutions to political issues of correctness that manifest themselves as engineering problems such as emissions reduction and reduced dependence on imported fuel.

      Honda’s CEO, Mr. Fukui. Does not, in any way, dismiss rechargeable lithium storage batteries as a possible future solution to the industry’s political problems rather he says:

      “Lithium ion batteries are still not usable from our [italics mine] perspective. In terms of reliability and durability, I must say there still remain some concerns. I don’t think they are necessarily best suited for mass-produced vehicles…. Timing wise, I would say there is no possibility we would resort to lithium ion batteries in the new hybrid due next year [2009].”

      Investors may want to hedge their bets on lithium ion batteries. This would mean holding some Honda shares in a portfolio built on rosy predictions of the imminent arrival of hybrid and battery powered cars and trucks utilizing only rechargeable lithium ion batteries.

      You should be aware of the fact that everyone but Honda has burned their bridges to being able to build or obtain the raw materials to build rechargeable nickel metal hydride batteries.

      They have done this by what is known in the industry as “single sourcing” lithium batteries for limited mass production. General Motors has chosen Hitachi of Japan as its first lithium ion battery supplier, Daimler has chosen Continental AG for the same role, Nissan has chosen NEC (Nippon Electric Company), Mitsubishi has partnered with GS Yuasa Corp. (Japan) and Toyota has bought out, and taken the work in-house from, its original battery development partner, Panasonic (a unit of Matsushita).

      Panasonic also originally completed for Toyota the development of the first truly mass produced battery for hybrids based on the rechargeable nickel metal hydride battery invented at Detroit’s Energy Conversion Devices, Inc. in the 1980s, and tested and rejected originally by GM for upgrading the all electric EV1 thus giving Toyota the opening to introduce the original Prius hybrid, without any competition.

      The Prius assembly plant in Japan has so far used one and 1.5 million rechargeable nickel metal hydride battery packs and achieved with them some of the lowest numbers of service issues ever seen in the OEM automotive industry. In fact most of the original Prius rechargeable nickel metal hydride battery packs have exceeded their 8-year 100,000 mile warranty and are still functioning.

      Honda, almost alone today, still has multiple suppliers looking at lithium ion batteries for the future, which emphasizes that Honda is still sceptical about the practicality of the technology, and it is still working with the now Toyota-free Matsushita on advanced nickel metal hydride batteries as well as with Japan’s Sanyo, which today supplies General Motors with all of the nickel metal hydride batteries it currently uses on all of the hybrids it sells at the moment. GM, for one, claims that its nickel metal hydride battery packs come from Chevron Ovonic Battery SYStems (COBASYS), but, in fact, COBASYS only assembles components mainly from Sanyo and certainly does not manufacture state-of-the-art nickel metal hydride electrode alloys.

      The main drivers for a battery system to replace nickel metal hydride are range and performance. The current Prius under battery power alone can only travel one or two miles, but when its hybrid system is functioning it can consistently run at 80 miles per hour and its (gasoline) fuel requirement is one gallon for every 46 miles at 80 miles per hour; a friend of mine just got a 2008 Prius and these results are his in trips between Detroit and Washington, D.C. (1,200 miles round trip) and between Detroit and Orlando, Florida (2500 miles round trip). I believe that the car has a relatively small gasoline tank, but the Prius appears to have a range of nearly 300 miles even with a 6-gallon fuel reservoir!

      Honda believes and its CEO states that the bulk of the mass produced cars of the future will be smaller and lighter than those of today, and that the product mix of the future will be modelled on the needs of western city drivers and short range commuters and the requirements for travelling on the congested roads of Asian countries such as India, China and even Russia where cars will mostly be for transportation rather than status. Honda therefore sees the move to lithium ion batteries, which is only to allow larger cars to be hybrids and still mimic the performance and range of their IC powered predecessors, as premature, considering the safety and reliability issues, which have by no means been resolved.

      Honda’s bet is that its model of the future market is correct and that until and unless lithium ion technology gets safer, less prone to catastrophic failure, and cheaper to build the best bet is to rely on the safety, reliability and range obtainable with current nickel metal hydride technology. It is difficult and perhaps foolhardy to dismiss the conclusions of the world’s largest manufacturer of high quality IC engines, but it is also foolish to simply ignore Honda’s vested interest in promoting the continued use of IC engines.

      So now, why is Honda a lanthanum play? Let me explain. A current production Prius nickel metal hydride battery pack uses 30 kilograms of nickel, 2 kilograms of cobalt and 12 kilograms of lanthanum because the active hydrogen storage alloy in the battery is either LaNi4.5Co0.5 or (Ce, La, Nd, Pr)Ni5.

      The second formula above uses (Ce, La, Nd, Pr) as shorthand for a rare earth alloy called mischmetal (German for ‘mixed metal’), which is a made from mixed rare earth oxides, which have not been expensively separated.

      The rare earth metals are known to chemists as the ‘lanthanides’, because they form a group of elements with very similar chemical properties, and the similarity of chemical properties begins with the chemical element lanthanum and continues on for the next 14 elements as the atomic numbers increase from 57, lanthanum, to 71, lutetium. These elements were called rare earths not because they were uncommon but because it was once rare to see ores of them and even rarer to see them as individually pure prior to the modern age of commercial ion exchange process chemical separation and purification. It is still expensive and time consuming to separate them and purify them individually, so that it has been common to use mischmetal in nickel metal hydride batteries just to hold down costs.

      A relatively new use for the rare earth metal neodymium has made the use of mischmetal for batteries wasteful. In 1984, General Motors and Sumitomo invented the neodymium-iron-boron high field strength permanent magnet; this has made possible many design improvements in miniature electric motors so that thinner doors, for example, have become common even on cars that have power windows and locks.

      Neodymium demand for permanent high strength magnets has caused its price to skyrocket during the last year reaching a level currently of four times the price it had just a year ago. The revenues from neodymium today constitute 25% of the total revenues generated from the production and sale of rare earth metals; it has been predicted that this percentage could be 50% by 2014.

      The demand for neodymium has increased the supply of lanthanum, because neodymium is almost always found associated with lanthanum, as well as cerium and praseodymium.

      There are today just two producing sources of neodymium; the Chinese mining complex ay Bayan Obo in western China and the aboveground tailings (residues from previous ore concentration) at Mountain Pass, Inyo County, California, site of America’s most extensively worked rare earth mine until it shut down in 1994. Mountain Pass is being reworked by Chevron Mining, the successor in interest to Molycorp. Chevron is producing, I believe, only didymium, the trade name for undifferentiated mostly neodymium and praseodymium, which is also used to make didymium-iron-boron permanent magnets, at this time, but if neodymium prices hold up then I suspect that Chevron will restart the process to separate didymium into its pure constituents.

      Dozens, perhaps a hundred Chinese companies, manufacture nickel metal hydride batteries for use in electric motorbikes. This manufacturing may well constitute the largest use for rare earth metals of any application on earth. Honda builds IC engines for vehicles and stationary applications in China for the Chinese market, and, unlike every other non-Chinese car maker, except GM, maintains a steady purchase, to maintain its allocations, of both rare earth metals and fabricated components for rechargeable nickel metal hydride batteries from Chinese manufacturers.

      It has been confidently predicted that the Chinese production of rare earth metals will equal the domestic Chinese demand for rare earth metals by 2014. At that point in time only those car makers with in-place and functioning long term strategic sourcing plans or cradle to grave recycling will be able to obtain the raw materials to make nickel metal hydride batteries.

      It is looking more and more likely that hybrids and battery powered cars using lithium ion technology may be only a small portion of the product mix even by 2014. If Honda’s vision of the hybrid and battery powered car of the future is correct then it may only be Honda and its licensees who can obtain the raw materials to make nickel metal hydride batteries in 2014. I will not be surprised to find out that Honda is stockpiling lanthanum, and I would be very surprised if GM had even thought of doing it.

      China today produces essentially 100% of the world’s rare earth metals, and China’s only concern is the development of its domestic market. Millions of electric motorbikes are built and sold in China each year, and increasingly such vehicles utilize nickel metal hydride batteries rather than lead-acid types.

      Unless and until North American rare earth mining ventures are funded and up and running, we can only watch as China literally controls the rare earth metals market. This may in fact be the main driver for the lithium ion mania among all of the world’s car makers except Honda.

      Honda confidently expects to sell 200,000 of its new affordable hybrids a year within two years of its introduction next year. Takeo Fukui believes that all of his company’s hybrids, when they first reach that target level of sales, will be using nickel metal hydride batteries. If you believe in hybrids and you think Honda is a well-managed company with intelligent long-range product planning, then Honda is the play for lanthanum.
      Avatar
      schrieb am 28.03.08 20:27:33
      Beitrag Nr. 194 ()
      Antwort auf Beitrag Nr.: 33.752.968 von 4now am 28.03.08 17:38:20Rare Earths vom 27.März

      Ce Oxide 99% min FOB China 3750 - 3850 $/mt

      Dy Oxide 99% min FOB China 116 - 121 $/kg

      Eu Oxide 99.9% min FOB China 465 - 485 $/kg

      Gd Oxide 99% min FOB China 10000 - 10500 $/mt

      La Oxide 99% min FOB China 7500 - 8000 $/mt

      Nd Oxide 99% min FOB China 34500 - 35000 $/mt

      Pr Oxide 99% min FOB China 33800 - 34300 $/mt

      Sm Oxide 99% min FOB China 4.25 - 4.75 $/kg

      Tb Oxide 99% min FOB China 720 - 740 $/kg
      Avatar
      schrieb am 30.03.08 15:43:51
      Beitrag Nr. 195 ()
      Antwort auf Beitrag Nr.: 33.754.865 von 4now am 28.03.08 20:27:33Indem ich die schwarzen Grundgrenzen auf diesem Bild mit jenen der
      unteren vergleiche komme ich zur Ansicht daß das untere Bild die
      ersten Magnetbilder des Utah-Projektes sind. Nur in der unteren
      rechten Ecke wurde ein größeres Gebiet abgeflogen. Und wenn das so ist wie bei den Magnetbildern der Uran-Projekte
      dann sind die Pink/Magenta Farben jene Stellen mit den höchsten
      Werten.


      .....Utah Site (?)

      Einen Bericht vom Fieldtrip
      http://theanchorhouse.com/2008/03/12/digging-at-deep-sands-f…" target="_blank" rel="nofollow ugc noopener">Quelle:http://theanchorhouse.com/2008/03/12/digging-at-deep-sands-f…
      Avatar
      schrieb am 01.04.08 02:06:22
      Beitrag Nr. 196 ()
      http://www.chinamining.org/News/2008-03-31/1206925548d12584.…

      China's rare earth mineral output down 8.83 pct in 2007, but sales revenue up 52 pct

      China's rare earth mineral output was 120,800 tons in 2007, declining 8.83 percent from 2006, and the output of rare earth smelted and split products was 126,000 tons (including 18,000 tons recovered from scraps, down 19.75 percent, according to a report published by the National Development and Reform on March 27.

      However, the rare earth industry accomplished gross output value of 28.764 billion yuan and sales revenue of 28.171 billion yuan last year, soaring 50.79 percent and 52.07 percent year on year respectively.

      Last year, China exported 49,000 tons of rare earth products, down 14.93 percent, but the export value surged 51 percent to 1.179 billion US dollars.
      The report pointed out that China has made remarkable achievement in rectifying its rare earth resources. Some small plants in north China's Inner Mongolia, China's major rare earth producing area, were closed down, and Sichuan Province in southwest China planned to form state-owned rare earth group.
      Meanwhile, the rare earth industry has also made substantial progress in structural adjustment. Baotou Iron and Steel Group's rare earth smelting and splitting capacity has made up 40 percent of the national total.

      Also 49000 Tonnen RE hat China 2007 exportiert. Am 15 Jän.08 haben sie die Exporte auf 22000 Tonnen beschränkt. Wie lange wird die westliche Welt also heuer RE zur Verfügung haben. Von Mountain Pass
      wird zwar bereits etwas geliefert (allerdings nur eine Dysprosium Neodymium Mischung) und von Indien auch ca. 5000 t
      Aber insgesamt müßten so 20 bis 30000t fehlen je nachdem wie stark der Bedarfszuwachs heuer ist. :lick:
      Avatar
      schrieb am 01.04.08 22:58:47
      Beitrag Nr. 197 ()
      Antwort auf Beitrag Nr.: 33.773.102 von 4now am 01.04.08 02:06:22Habe ein email an Jack Lifton vom resourceinvetor geschickt und gefragt wo die westliche Welt heuer die fehlenden 30000t RE
      herbekommen wird.

      Seine Antwort:
      XXX,

      China expects that anyone who is now manufacturing, outside of China, items depending critically on rare earths will have to subcontract that manufacturing to a Chinese company either directly or through a joint venture. There is NO possible non-Chinese replacement of the shortfall at this time.

      Jack Lifton

      Westliche Firmen werden also gezwungen mit China zu kooperieren
      mich wundert daß da niemand darüber spricht.
      Avatar
      schrieb am 02.04.08 12:14:03
      Beitrag Nr. 198 ()
      Antwort auf Beitrag Nr.: 33.783.890 von 4now am 01.04.08 22:58:47Baotou net profit in 2007 up by 55% YoY
      As per a report released on rare earth business by Baotou Iron and Steel Corporation, its operation revenue amounted to CNY2.5 billion in 2007 with CNY308 million net profits up by 55.33% and 325.84% separately.

      The annual report disclosed that the company will rely on the advantage of research and development of Rare Earth Institute to exploit downstream products, optimize the industrial chain, and construct rare earth materials, scientific research and the application of materials three parks. In 2008, Btsteel’s rare earth company plans to achieve sales revenue of CNY 3.5 billion.

      On the risks, the report pointed out that this year, China implements 15% to 25% export tariff on some rare earth products and renminbi continues to appreciate, these have certain effect on rare earth products’ export. At the same time, the product chain of the company will extend, from e neodymium oxide, praseodymium neodymium oxide products to metal neodymium, metal praseodymium neodymium products, the price change of these products will affect the company’s outstanding achievement. Btsteel’s rare earth company will be concerned about the price trend, timely adjust the supply volume in the market and eliminate the adverse factors.
      Avatar
      schrieb am 02.04.08 16:05:35
      Beitrag Nr. 199 ()
      Antwort auf Beitrag Nr.: 33.787.124 von 4now am 02.04.08 12:14:03Herr Malashewski hat mir per email bestätigt daß es sich bei den obigen Bildern um die ersten Magnet Bilder des Utah projektes handelt. (Sie sollen aber gelöscht werden auf der new sense page)

      Weiters habe ich gefragt ob der Abbau der RE vorkommen davon abhängt daß Titan LLC das Fe abbaut.

      ....
      When we have the rest of the official details on the radiometric survey, they will be released. I do belevie that image has been removed from the new-sense website.

      The REE mining is independent of the iron ore project although, as you might understand, there would be cost savings on both sides if the work was done together. We can mine whether or not the iron ore project goes ahead.
      ....
      Avatar
      schrieb am 04.04.08 18:28:05
      Beitrag Nr. 200 ()
      Nur kleine Veränderungen gegenüber zuletzt.
      Ce Oxide 99% min FOB China 3750 - 3850 $/mt
      Dy Oxide 99% min FOB China 117 - 122 $/kg
      Eu Oxide 99.9% min FOB China 469 - 489 $/kg
      Gd Oxide 99% min FOB China 10000 - 10500 $/mt
      La Oxide 99% min FOB China 7700 - 8200 $/mt
      Nd Oxide 99% min FOB China 34500 - 35000 $/mt
      Pr Oxide 99% min FOB China 33800 - 34300 $/mt
      Sm Oxide 99% min FOB China 4.25 - 4.75 $/kg
      Tb Oxide 99% min FOB China 720 - 740 $/kg
      Y Oxide 99.999% min FOB China 16000 - 16500 $/
      April 03 Metal-Pages
      Avatar
      schrieb am 04.04.08 19:06:52
      Beitrag Nr. 201 ()
      Power Metals, and Metals That Bring Power To The People

      By Jack Lifton
      03 Apr 2008 at 07:15 PM GMT-04:00


      DETROIT (ResourceInvestor.com) -- The current credit crisis, or indeed any credit crisis, in the financial markets of the G7 economies, the biggest individual nationally based one of which is the United States, traditionally mean trouble for the mining industry. When credit dries up the whole system goes solid, as opposed to liquid. Even the best credit risks cannot get capital easily, if at all, or at affordable cost. Traditionally, and fairly, commodity metal mining has been classed as a high risk investment, so that its cost of capital is at the high end even in times of easy credit.

      The herd mentality of Wall Street’s youthful market analysts, which leads them to recite the mantra “The trend is your friend” as they pour other people’s money into investments based on such irrational metrics as ‘eyeballs per page, clickthroughs, and subprime mortgages, and as they insured against price volatility or downturns by financial ‘instruments’ such as collateralized debt obligations, which in a crisis turn out to be without a mechanism to price them, and so to have no value, also causes them to reject capital intensive OEM heavy industries such as automotive, foundry, and mining, which have no short term gain potential or in the case of commodity metal mining have been subject to large price variations in short ‘cycle’ times.




      It does not seem even to have struck the youthful, and mostly without any long term memory, Wall Street analyst crowd as paradoxical that the commodity supercycle, as they call the recent long-duration Asian demand led growth in commodity metals, is based solely on the rapid development in Asia of those same OEM heavy industries, seen in Asia as a foundation of a modern nation-state, which they, Wall Street’s bankers, reject as having any future value in the US. Wall Street assumed apparently that the US would become a nation of only consumers of heavy industrial products, so that it was unnecessary to support domestic self sufficiency in the production of natural resources as raw materials for such industries. It is a mystery as to what Wall Street thought, or whether they think at all, about how a nation with only a service economy could possibly support the highest standard of living in the world for more than 300 million people. At this point I imagine that a sophisticated banker curls his upper lip, sneers, and says “globalization” or ‘the free market’ will resolve these imbalances.

      It does not even seem to have crossed the of-the-moment minds and thinking of Wall Streeters that resource rich America could cash in and bring immense value to the dollar by simply producing those resources for the growing heavy industries of Asia and South America. Neither has anyone in the American banking system or the American political class paid any attention to the growth of environmentally clean American mining during the past fifty years. Incredibly, myopic American bankers and hypocritical political servants of environmentalist elites point to the most polluting mining in the world, in the People’s Republic of China, as the ‘only way’ that ‘they’ can produce the raw materials they need. It never dawns on these genuinely ignorant individuals that the American mining industry is the most advanced in the world at producing raw materials without either short term or long term effects on the environment, and that the uncapitalized effects of the mining of natural resources in China, Russia, and much of Africa make the raw materials produced there, in the long run, the most expensive ever mined in terms of environmental damage alone!

      Those who believe in global warming’s existence and that it is a bad thing seem to bend over backwards to excuse China, the world’s actual largest producer of global warming gases and air pollution, in general, from any responsibility moral or economic, while they criticize every move by the domestic American mining industry for what it might do to the environment in case of an accident or the total failure of layers of very expensive protective technologies, which actually meet the requirements set out by the extremely politicized EPA.

      The latest worry on Wall Street about commodity metals is that a reduction in demand caused by either a slowing of the Asian economies or a linkage of the global economy to an American recession, or both, could cause the current high dollar-prices of metals to go a lot lower or, in the worst case, crash.

      This isn’t going to happen because the construction necessary to meet the global demand for basics such as energy, transportation, and clean water must be planned and undertaken over a very long term, and besides the massive new demand from Asia, now, and from Africa in the longer, but near, term there is the immense pent-up demand from America and Europe for maintaining their already aged infrastructures as bridges and dams fail, insufficiently supported or maintained construction and construction equipment, such as cranes, collapse, roads crumble from overuse without proper maintenance, power plants reach the end of their service lives, and power grids fail from wear and overloading.

      There are two categories of metals, and one of minerals which already have a permanent and rising demand floor due to the above drivers:

      Power metals and minerals,
      Metals that bring power to the people, and
      Structural metals for infrastructure and logistics.
      Power Metals and Minerals

      I define “power metals” as those from which subnuclear binding energy can be extracted directly by relatively simple, though by no means inexpensive, chemically based processes in a so-called nuclear reactor. There are only two abundant power metals found in nature, uranium and thorium. There is a third power metal, man-made plutonium, but I am going to ignore and not discuss plutonium here today as I believe that no more of this metal should be produced as an end in itself due to its ease of use in making explosive fission weapons.

      The nations with the highest demand growth for energy, China, India, and Brazil already have on order the majority, perhaps more than 50, of the world’s new nuclear power plants for the production of electricity for civilian use. Recently Great Britain, Canada, and even the US have announced significant programs, which will result in as many as 25 reactors to be built over the next 20 years both as replacements for existing reactors and as additional nuclear based electrical generating capacity. It is likely that we are approaching a nuclear reactor building renaissance, which will see as many as 200 new and replacement reactors built over the next generation if the movement to slow the production of carbon dioxide from the burning of the power minerals, i.e. those minerals which can be burned in air to produce more energy output than was required to set off their self sustained oxidation (i.e., to set them ‘alight’) gains a serious foothold in the nations of the world the economies of which are demanding more electric power than can now be produced. The power minerals are coal, oil, and natural gas.

      It should be noted by investors that nuclear reactors for civilian use were originally designed to utilize thorium, but that military requirements and planning caused a shift

      to all uranium ‘burning’ plants to insure a supply of weapons grade materials.

      The tide is now turning back to thorium, which is more plentiful than uranium, and the use of which for civilian reactors is now being actively pursued by Norway, India, Russia, Canada, and the USA. It is believed that the ordering of one or more thorium reactors is imminent in Norway and India. The US probably has the largest reserves of thorium, and may well become the center of the thorium nuclear fuel design, manufacturing, and reprocessing industry.

      Metals that bring power to the people

      Oil, gas, and coal field exploration and development have very long lead times and require specialty oil drills and, in the case of oil and gas, piping. The cutting heads of the drills for hard rock drilling require large quantities of either tungsten or molybdenum both as the carbide, and this material is ‘cemented’ to its tool steel holder with an alloy of cobalt. The piping for recovery and the transportation of oil and gas to scrubbers and refineries is known as oil field tubular goods, OFTG, and requires for its manufacturing alloys which are resistant to corrosion, cracking, and creep (losing shape under pressure). These properties are created by special alloys critically dependent for best operation on molybdenum, and/or nickel, and/or chromium and/or manganese.

      Once the coal, oil, or gas has been delivered to the fossil fuel burning electricity generating plant, it must be burned to heat boilers made from corrosion resistant high temperature stabile steel and the steam generated in the process must be delivered in corrosion resistant high temperature stabile and strong piping to where it can be impinged on the high strength high operating temperature blades of a turbine which rotates a massive copper conductor through an electromagnetic field to generate a steady flow of electric current. The steel alloys throughout the steam generation and electricity generating components of the fossil fuel burning plants must be made from the best materials available. Today those alloys are made from steel containing molybdenum, nickel, and chrome. The turbine components subjected to high temperatures and/or direct superheated steam may contain additional alloying elements, such as rhenium to inhibit stress cracking under those extreme conditions.

      Finally, all cooling system piping in an electricity generating power plant must be made from steel alloys that give the longest service life without cracking, creep, or corrosion all of which can cause leaks, which can cause the cooling system to collapse catastrophically destroying the generating plant. Today the alloy of choice for both new and retrofitted cooling systems in power plants is a high molybdenum one.

      In order to distribute the electricity produced by power plants to customers a grid must be established to send out the electricity. This is done by ‘stepping up the voltage’ of the electricity with transformers utilizing, among other iron based components, large tonnages of copper windings. The high voltage electricity is first sent out over networks of aluminum overhead and underground ‘cables’ to local connections called substations where the voltage is ‘stepped down’ in another type of transformer using large copper windings, so that it can be safely sent down copper wires to the points where it is used at relatively low voltages (it enters a home system in the US at 110-120 volts) and higher amperages than could be sustained by the larger systems without a resistance heating meltdown.

      No matter what type of localized, off-grid, power supply is built. It could for example be solar, wind, or battery power the overwhelming majority of power production and distribution built will always depend on the metals highlighted in boldface above.

      Structural metals for infrastructure and logistics to utilize power

      Metallurgy has come a long way since much of the twentieth century’s infrastructure was designed and built. Stainless steel, for example, was first patented in 1919. Significant advances which cannot be ignored have occurred since World War II, so that maintenance and replacement of existing infrastructure as well as the construction of new infrastructure, even though for the most part the modern seems lighter, requires far more ‘minor metals’ than anyone could have foreseen.

      Logistics vehicles, such as trucks (and cars), railroad cars, ocean going vessels, and aircraft have undergone perhaps the greatest evolution in the materials of their construction and of their power trains. Just the storage batteries now in use on vehicles for starting, lighting, and ignition, SLI, utilize the largest proportion of lead which is mined every year and this use is growing dramatically as demand for logistics just to and within Asia is exploding. New types of batteries for power train rather than SLI use are taking a significant portion of the world’s nickel and nearly 50 percent of all of the rare earth metal, lanthanum, produced. If the hype is to be believed then soon power train batteries may use large quantities of lithium and manganese or cobalt.

      Larger and larger capacity and more numerous vehicles and vessels to take raw materials from where they are to where they are needed must be made from high strength alloys which maintain there strength under conditions of contact with corrosive materials, high temperature variations, and high load variations. This requires high strength steels made with various proportions of nickel, cobalt, molybdenum, tungsten, chromium, vanadium, and manganese.

      It is my belief that the metals highlighted above are so critical to the long range future of power generation and distribution that they have either reached a floor price or are still climbing towards it.

      I have no doubt that institutional investors will still follow their short term thinking based herd instincts and ignore long term demands for power and infrastructure when a short term or localized surplus of any of the above metals occurs. I also do not doubt that they still have not learned how interconnected some of the production of the above metals is, so that they will be amazed that molybdenum prices climb when copper production declines having failed to learn that you cannot continue to produce a byproduct such as molybdenum if the primary metal with which it is associated, copper, in this case, goes down in production.

      Metal prices are on an escalator; they may move from side to side, or take a step backwards occasionally, but the long term direction is always going to be up to the next floor and then beyond for metals critical to the generation or distribution of electric power or for logistics infrastructure to carry goods and raw materials from where they are produced to where they are used..
      Avatar
      schrieb am 05.04.08 00:18:26
      Beitrag Nr. 202 ()
      Die chinesen machen ernst mit Umweltschutz im Minensektor.
      Das wird zu weiteren REE Minen Schließungen führen und die Preise weiter nach oben treiben.

      Mines to pay for environmental damage
      + - 08:25, November 16, 2007
      From next year, foreign and domestic mining companies will be required to pay money into special environmental trust accounts, which will be handed back to the companies once land around the mines is properly restored.

      Jiang Jianjun, director of the geological environment department under the Ministry of Land and Resources (MLR), said: "We are mulling a national mine ecological environment protection regulation to be issued next year.
      "This will include details of how we intend to protect and restore the natural environment around mines through a special fund."
      The amount will be calculated according to the mining company's annual income, and other factors including the cost to restore the natural environment, he said.
      The funds will be held in trust in designated banks, with local governments given co-supervisory responsibility with relevant departments.
      "The money will be given back after the companies have restored the environment and ecology around their mines," Jiang said on the sidelines of a seminar on mining safety in Beijing.
      To date, the system has been set up in 19 provinces and regions, including Qinghai and Tibet.
      MLR Vice-Minister Wang Ming said on Tuesday that China will unveil more measures targeting environmental protection at mines and greater energy savings.

      China's mining sector has experienced strong growth this year with investment in exploration reaching 316.2 billion yuan ($42.6 billion) in the first nine months.
      Investment in processing was 653.3 billion yuan ($88 billion) during that period.
      However, the devastation of the ecological environment in some areas has worsened.
      MLR data showed that more than 40,000 sq km of land had been destroyed by the end of 2005 because of mining.
      Most of the damaged land was intended for agricultural use, 12 percent of which could not be immediately used.
      Moreover, open-cut mining had lead to serious losses of water and soil through desertification.
      In 2005, a geological prospecting team from Shaanxi Province cut down large patches of mountain forests while illegally digging for gold in two counties in Gansu Province.
      MLR is now directly in charge of examining and approving exploration and mining rights for tungsten and rare earth minerals.
      Avatar
      schrieb am 07.04.08 23:37:00
      Beitrag Nr. 203 ()
      Antwort auf Beitrag Nr.: 33.815.423 von 4now am 05.04.08 00:18:26Interview with Dudley Kingsnorth Part 1
      April 1st, 2008
      Dudley Kingsnorth of Industrial Minerals Company of Australia (IMCOA) answered the following quetions via written response in March 2008.

      Clint Cox: Please describe the history of your involvement with the Rare Earth industry.

      Dudley Kingsnorth: In 1990 I was head-hunted by Ashton Mining Ltd (who jointly owned the Argyle Diamond Mine with Rio at the time and have subsequently been taken over by Rio) to manage the Mt Weld Rare Earths Project; which I did until 2000. Since then I have maintained an interest in the rare earths industry by maintaining contact with the people I met during that period when the rare earths industry went through a roller coast ride as it adjusted to the entry and subsequent domination by China. I have written the last three editions of Roskill’s “The Economics of Rare Earths and Yttrium” (2001, 2004 and 2007) which has enabled me to remain abreast of developments. Currently, I am an independent rare earths consultant which keeps me abreast of current and future developments through the companies and people with whom I work and consult.

      Cox: Please talk about the most notable changes in the history of the industry, with particular reference to China.

      Kingsnorth: The most notable changes in the industry over the past few years may be considered in two parts:

      1. The growing dominance of China over the past twenty to thirty years. This commenced in the 1980s with the separation of the rare earths as a by-product of the Bayan Obo Iron Ore Mine in Inner Mongolia. Today 40-50% of the world’s rare earths are sourced from this mine; constituting over 60% of the global supply of light rare earths. Then in the 1990s ionic clays became the dominant source of heavy rare earths; such that today this is the source of over 85% of the global supply of heavy rare earths.

      2. The problem of ‘balance’ – in which the ratio of the rare earths mined/processed does not comply with the ratio of demand – has undergone several changes. In the 1950s and 1960s europium, for use in the phosphors in the ‘new’ color TVs, was the driver of the industry, with the Mountain Pass in the USA the major supplier. In the 1980s and early 1990s the demand for cerium for TV and computer monitors, where it is used to polish the screens and as a decolorizer, drove the demand; which, in turn helped the Bayan Obo Mine, with its high cerium content, to become the major force in global rare earths supply. Today, it is the rapidly increasing consumption of neodymium, praseodymium and dysprosium in the production of rare earth magnets that is driving demand. Tomorrow it could well be the consumption of europium, terbium and yttrium in the manufacture of phosphors that could dictate the patterns and sources of rare earths production.

      Cox: How intentional are the Chinese about their long term REE plans? Are REEs a national or regional priority in China?

      Kingsnorth: It is my belief that the Chinese authorities at all levels are utilizing their rich rare earths endowment, not only their resources but their technology and expertise, as a key instrument in the achievement of their goal to find jobs for the millions of people that will move from an agricultural environment to and urban one between now and 2020. Due to their unique properties and their use in minor quantities rare earths provide significant leverage in the creation of jobs in the manufacture of electronic, automotive and catalytic items. Accordingly, I do not believe that China’s motives are ideologically or directly financially founded. This is best illustrated by the fact that the authorities at all levels are putting an increasing range of caveats with respect to ‘adding value’ on the current and future development of rare earth resources. Several Provinces, through the controlling interest they hold in rare earth enterprises, are now making value adding manufacture, such as LCDs and electric motors, a pre-condition for continued access to their rare earth resources.

      Cox: In the larger context of their manufacturing base, how aware are the Chinese of REE?

      Kingsnorth: They are keenly aware of their strategic importance and are using that to expand their manufacturing base.

      Cox: Recently, there have reports that the Chinese REE resources are finite, as a consequence of which they are limiting supply to an extent that the West may be starved of REEs within 5 years. Can you comment?

      Kingsnorth: First I would comment that the Chinese rare earths industry currently supplies in excess of 95% of global demand for rare earths; which in itself raises issues of sovereign risk. There appears to be some general consensus amongst the Western major manufacturers of LCDs, mobile phones, computers, electric motors, etc. that there is a reluctance to place more than 60-70% of their manufacturing capability within China. This indicates that subject to the normal caveat of ‘reasonable pricing’ these Western companies would support non-Chinese projects in order to achieve this goal.

      Over the past two years several Chinese officials have raised issues about supply from Bayan Obo (where there could be supply constraints in the medium term associated with the shift to a new mining area where the rare earths concentration is lower and the time required to develop suitable methods of recovering the million of tons of rare earths contained within the tailings ponds) and, more importantly, the supply of heavy rare earths from the ionic clays of Southern China which are finite and cause significant environmental damage during their processing.

      It is the combination of sovereign risk and the uncertainties associated with the supply that are creating the opportunities for non-Chinese rare earth projects. Based upon the comments made by the Chinese officials and a conservative forecast growth in demand of 8-11%pa there could be a potential shortfall of 30-40,000tpa in 2012, which would need to be filled by the current potential but un-committed non-Chinese rare earth projects, as shown in the figure below:



      I suppose, the next question is would China starve the West of rare earths and allow prices to increase to record levels if these projects did not come on-stream? The simple answer is no; the Chinese authorities are pragmatists and would not allow this to happen for the following reasons:

      1. If prices were to rise to really high levels (in historical terms the current prices are not high in real terms) then the temptation for illegal mining and processing to re-commence in China would be almost unstoppable, leading to chaos, environmental problems and a sharp fall in prices. The authorities wish to remain in control.

      2. High prices would drive more dollars to the search for substitutes; particularly in Japan.

      3. China could be subject to action by the WTO.
      In summary, I believe that China will ensure that there are adequate supplies, albeit at higher although not outrageous prices, but the real price would be the shift of more manufacturing to China.

      So, as I noted at a recent conference the time has come for the would be non-Chinese rare earth projects to step up to the plate and deliver on their promises to meet this potential shortfall!

      Cox: Please describe the differences between the US, Japan and Europe’s concept of REEs:

      Kingsnorth: Very few people within the USA appear to understand the role that rare earths play in our society today i.e. put simply, the fact that the most efficient electric motors contain rare earth magnets is of little relevance when the purchasing decision is made on the basis of price.

      In Japan:
      “Oil is the blood of industry,
      Steel is the rice of industry
      Rare earths are the vitamins of industry.”

      Outside China, Japan is the major investor in rare earths application R&D.

      In Europe they are aware of the importance of rare earths, but lack the resources to address the lack of diversity of supply. Nevertheless, there are R&D programs associated with rare earth applications.

      Cox: How important are India and Russia to the REE industry?

      Kingsnorth: They do have the potential to play a key role in meeting the potential shortfall identified above. However, past performance suggests that their impact will be minimal.

      Cox: Turning to China; please comment on the relationship between end users and that country.

      Kingsnorth: For many non-Chinese users it is not a preference but a question of ‘no choice’ of supply. Although there have been significant improvements in the reliability of supply from China, many companies still have some way to go to meet Western standards of quality control. Nevertheless, it needs to be acknowledged that it is an issue of which the industry is well aware and is committed to continuous education/improvement.

      Cox: What are the 3 greatest risks for the REE sector?

      Kingsnorth:
      • Overpricing, due to Chinese supply constraints and taxes, will foster substitution.
      • Poor environmental management in China could lead to a boycott of products that are not produced by ‘green’ companies.
      • A break-out in supply in China due to high prices which will drive down prices in the medium term which will force cut-backs in research and quality control.

      Cox: What are the chances of making a brand new discovery that changes the market?

      Kingsnorth:
      • In the next 5 years minimal, possibly in 5-10 years.
      • Developing a commercial process is the key, for example it has taken over 15 years for Lynas and its predecessors to develop a commercial extraction process for Mt Weld.

      Cox: Will end users partner with exploration companies to expedite the development of alternative sources of rare earths?

      Kingsnorth: Not directly, but through supply chain management with other users.

      Cox: Describe the current relationship between end users and REE exploration companies.

      Kingsnorth: The major end-users are coming to realize that they need to have a full understanding of their supply source – right to the mine site. So, they are becoming more ‘interested’, but for most the idea of contracting at the top of the supply chain is not an option. However, they do have an ‘interest’ in how their suppliers source their raw materials, such that it could impact on their purchasing decisions; an ‘interest’ that I see increasing as China increases its grip on the market. In other words, I foresee a greater interest in totally transparent supply chains from mine to customer on the part of the major rare earth consuming manufacturers

      Cox: Will REE exploration companies outside China be able to compete? What will it take for them to be profitable?

      Kingsnorth: At current prices non-Chinese projects appear to be profitable from the feasibility study results published to date. So it appears that they will be profitable, but will probably not be able achieve the margins of their counterparts in China.
      As long as the current export tax and quota system remains in place, which effectively distorts the market, and they are supported by the non-Chinese consumers then the non-Chinese companies will be able to survive.

      Cox: How would you describe the present state of the rare earth market?

      Kingsnorth: “We live in interesting times”. The key to a dynamic future for the rare earths industry is the successful development of non-Chinese rare earth suppliers, who will give the confidence required by industry to continue to research and use this unique group of elements

      Cox: What do you think is the most common misperception about rare earths?

      Kingsnorth: Rare earths are the play things of university research departments. The industry as a whole has a responsibility to educate the general public about the unique role that rare earths play in our society today.
      Avatar
      schrieb am 13.04.08 21:31:30
      Beitrag Nr. 204 ()
      Antwort auf Beitrag Nr.: 33.813.064 von 4now am 04.04.08 19:06:52Showa Denko K.K. (SDK) to Raise Price of 'Shorox' Glass Polishing Material


      Tokyo, Japan, Mar 24, 2008 - (JCN Newswire) - Showa Denko K.K. (SDK) has decided to increase the selling price of Shorox(TM) cerium-oxide-based abrasives by JPY 220 per kilogram in dry fine particles and JPY 45 per kilogram in slurries, respectively, as from May shipments. Shorox is used for high-precision polishing of glass substrates for LCDs and hard disk (HD) media.

      While Shorox abrasives are made from rare earths from China, the raw material cost has soared. This reflects the Chinese Government's imposition of higher export tax in late 2006 and thereafter, reduced issuance of export permits and resultant sharp increases in fees, and shutdowns of several rare earth production plants in China due to environmental problems. Furthermore, prices of fuels and auxiliary materials increased, reflecting soaring oil prices.

      Although SDK raised the Shorox prices in October 2007, costs of raw materials, fuels and auxiliary materials have increased further. SDK has continued to make utmost efforts to absorb these cost increases through various rationalization programs. However, the company has concluded that it has no alternative but to again ask customers to bear part of the increased costs in order to ensure stable supply of Shorox abrasives through stable procurement of raw materials. SDK has started discussions with customers regarding this price increase.

      Demand for cerium-oxide-based abrasives has been substantially growing in recent years in response to increased production of large-sized LCD TVs. Rare earth raw material will be increasingly in tight supply due to growing domestic demand within China and the Chinese Government's policy to impose stricter control on export.
      Avatar
      schrieb am 13.04.08 21:52:20
      Beitrag Nr. 205 ()
      Antwort auf Beitrag Nr.: 33.876.192 von 4now am 13.04.08 21:31:30A Guy Walks Into a Bar…

      By Byron King
      April 8, 2008

      You’ve heard the good old story starting, “A guy walks into a bar,” right? OK, here’s my version of it:

      This guy walks into a supply house and goes up to the clerk behind the counter. He says, “Excuse me, but could I buy some lanthanum?”
      The clerk is busy smoking a cigarette. He looks the guy up and down and says, “We ain’t got no lanthanum.”
      So the guy says, “What? You don’t have any lanthanum? OK, then how about some cerium? Or perhaps you could spare some yttrium? Do you have some cerium or yttrium that I can use?”

      The clerk looks at him and shakes his head. “Sorry, pal. Not in stock.”
      The guy begins to look a bit desperate. He says, “No? Well then, do you have any europium? Or is there any neodymium? While you are at it, can you please check for praseodymium or samarium? I don’t mean to trouble you, but do you have some gadolinium or dysprosium? And I need some terbium, holmium, erbium, thulium, ytterbium and lutetium.”

      The clerk looks at him, shrugs and holds his cigarette out to flick some ash on the floor. “We’re fresh out,” says the clerk.

      “Listen,” says the guy. “I hate to be a pest. But I can’t take no for an answer. I have to have these products. Without them, my whole economy shuts down. I’ll be ruined.”

      The clerk looks at him and says, “Well, too bad for your economy. I guess you are just plain up the old creek, huh? Better grab a paddle.”
      No Funny Punch Line to This Story
      Well, dear reader, are you waiting for the funny punch line? Sorry, but there is no funny punch line on this one. This is no joke. I said at the beginning that I would tell you a good old story, not a funny story. And the investment opportunity makes for a good story, or maybe even a great one.
      What were those strange-sounding things that the guy was requesting from the clerk? They are called “rare earths,” and for good reason. They are some of the most valuable, critical metals on the face of this planet or any other. Demand is soaring, and supply is…well, supply is not.
      Meet the Lanthanides
      In this issue of Penny Sleuth, I’m looking at investment opportunities in 15 elements from the periodic table. In formal scientific nomenclature, they are called the lanthanides. More commonly, they are called rare earths.
      None of these elements are famous like gold or sliver. None get shipped in giant ore freighters, like iron, aluminum or copper. You sure don’t learn much about these 15 elements in high-school chemistry class, unless maybe it’s the school that feeds lots of kids into MIT or Caltech.
      In fact, the only people who really study these elements are master’s- and Ph.D.-level chemists and solid-state physicists. Oh, and national leaders in places like China. But without these elements, much of the modern economy will just plain shut down.
      “Just plain shut down? C’mon,” you might say.
      But yes, these elements are critical to the modern economy, and that is not hyperbole. We are addicted to rare earths as much as we are addicted to oil, except most people don’t know about the rare earth addiction. But I am going to explain it to.

      Say Goodbye to TV Screens, Computer Hard Drives, GPS, and More…
      These 15 elements are strategic. These elements play a critical role in petrochemicals, environmental protection, “clean” technology, electronics, automotive applications, optics, telecommunications, computing and defense. They are indispensable to a myriad of intermediate and end uses.

      Really, without these 15 elements, you can say goodbye to much of modernity. There will be no more television screens and computer hard drives, fiber-optic cables, digital cameras and most medical imaging devices.

      What Are These 15 Elements?
      These 15 elements are all metals, although usually one sees them in powdered form as oxides. They are called rare earths. But how rare are they? Well, they are scattered here and there in the Earth’s crust. But you won’t exactly trip over them as you stroll along the beach.
      It is quite rare to find these elements in deposits that are economic to mine. So that is the investment lure.
      Rare earths are usually found in rock bodies called carbonatites — for the most part non-geologists have never heard of them. And for our purposes today all we need to really know is that carbonatites are rare.
      Once you find a deposit of rare earth elements in a carbonatite, it is still very difficult to mine and mill the rocks and minerals. The processing chain is long and complex. So we are dealing with rare earths in rare rock bodies that are difficult to mine, mill, and process.
      Right now, almost all of the world’s supply of rare earths comes from China, which is why our investment opportunity is so appropriate. Unfortunately, I cannot let you know the specific investment opportunity I’m talking about. That simply wouldn’t be fair to the readers of my Energy and Scarcity newsletter. But now you at least know where to look.

      Until we meet again...
      Byron W. King
      Avatar
      schrieb am 13.04.08 22:34:26
      Beitrag Nr. 206 ()
      Antwort auf Beitrag Nr.: 33.876.267 von 4now am 13.04.08 21:52:209 April 2008

      Rohm and Haas divests stake in precursor manufacturer UP Chemical
      Rohm and Haas Company of Philadelphia, PA, USA has sold its 40% equity interest in UP Chemical Company (a South Korean firm that specializes in DRAM and high-k gate dielectric precursor technology) to South Korea's Woori Consortium for about $112m (reflecting a pre-tax gain of about $84m on its September 2004 acquisition).

      “We identified UP Chemical as a good strategic partner during the very early stages of using ALD (atomic layer deposition) in semiconductor manufacturing,” says Dr Yi Hyon Paik, VP and business group director for Rohm and Haas Electronic Materials of Marlborough, MA. “In 1998, Rohm and Haas invested $3.5m in UP Chemical. We’ve been very pleased with the return on this investment.”

      Rohm and Haas continues to participate in the ALD market. In March last year, Rohm and Haas Electronic Materials signed an exclusive licensing agreement with Harvard University to manufacture and market rare-earth metal amidinate compounds, such as lanthanum, dysprosium and gadolinium (the next generation of ALD materials for advanced high-k dielectric, metal gate and barrier/adhesion thin-film layers in CMOS silicon-based memory and logic devices with feature sizes of 45nm and below).
      Avatar
      schrieb am 14.04.08 17:47:05
      Beitrag Nr. 207 ()
      Antwort auf Beitrag Nr.: 33.876.392 von 4now am 13.04.08 22:34:26Global Warming Up to a Hydrogen Economy
      by: George Gorski posted on: April 14, 2008 |
      “Exxon (XOM) has taken the most skeptical line of any major oil company towards alternative fuels,” said Exxon's senior vice-president Stephen Simon, testifying before the Select Committee of Energy Independence and Global Warming in Washington, D.C. on April 2, 2008. “The company did not believe that existing technologies in this area were viable - and the company was hoping to ‘leapfrog’ to a new generation of techniques.”

      Some scientists say that man is responsible for global warming, causing the atmospheric temperature to rise and glaciers and polar ice caps to melt. It has been estimated that the earth’s average atmospheric temperature has risen about 0.8 degree C over the last 200 years. The Arctic region’s temperature over the same period of time has risen about 1.5 degree C. Some scientists say this is attributed to the absorption of solar radiation caused by particulate in the snow. Instead of reflecting solar radiation, dirty snow is absorbing it. It has been estimated that this effect has contributed to about 19% of global warming or about 0.15 degree C. As more layers of snow melt, more particulate is exposed causing the rate of ice and snow to melt exponentially. Scientists say that if global warming is not reversed, all the world’s polar ice caps may melt over the next 500 years and the sea levels may rise about 90 meters. Many countries in the Caribbean along with USA eastern seaboard states, as well as Florida and Louisiana, Canada’s east coast, South Viet Nam and Bangladesh may be under water along with the majority of world cities currently located along ocean coast lines.

      It is not clearly understood all of the chemical reaction mechanisms that occur in the earth’s upper atmosphere. It is known that gases such as water vapor, carbon dioxide, methane, ozone, nitrous oxide and chlorofluorocarbons absorb infra red light. The absorption of infra red light generates heat and is what scientists say contributes to global warming. Water vapor in the upper atmosphere accounts for about 36% of the heat absorbed from the sun followed by 9% attributed to carbon dioxide. As more heat is generated, more water is evaporated from bodies of water and remains in the atmosphere in equilibrium. Perhaps that is why the Great Lakes water levels are declining. It is also why land is becoming drier, fewer crops are being harvested and more people are starving. Note: Sulfur dioxide forms aerosols, and does not absorb infra red radiation. It scatters light, thereby having the opposite effect of global warming.

      Common opinion is that man’s production of carbon dioxide is the main contributor to global warming. The concentration of carbon dioxide in the upper atmosphere has increased 31% over the last 200 years. In recent studies of rainwater composition, scientists have found concentrations of carbonic acid ions from dissolved carbon dioxide as high as 355 ppm, nitric acid ion concentrations from dissolved nitric acid of 0.01 ppm and sulfuric acid ion concentrations of 0.01 ppm.

      This seems to contradict scientific theory that carbon dioxide remains for centuries in the upper atmosphere and increases global warming. When carbonic acid rain falls to the earth, it dissolves calcium which eventually finds it way to lakes and oceans. Most living creatures require calcium to develop protective shells and bones. The by-product of this reaction is carbon dioxide and water.

      Some scientists say that to reduce the impact of global warming requires the reduction of carbon dioxide in the upper atmosphere. However, simply collecting carbon dioxide from the stacks of power plants and vehicle exhausts and pumping it underground or into the oceans is not the long term solution. By disposing of it this way does not replenish the oxygen used to produce carbon dioxide in the first place. Without planting an equivalent number of trees, the concentration of oxygen in the earth’s atmosphere may eventually be reduced to the point of suffocating all living things on earth. Methane also accumulates in the upper atmosphere and absorbs infra red light as well. Because of its molecule size in comparison, it absorbs 21 times more infra red radiation than carbon dioxide. The residence time of methane in the upper atmosphere is about 12 years, eventually absorbing enough infra red radiation to react with oxygen to form carbon dioxide and water. 71% of atmospheric methane is directly or indirectly produced by man. The atmospheric concentration has increased by 100% over the last 200 years. Because of these facts, some scientists believe methane indirectly contributes to 50% of global warming.

      It is interesting to note that nitrous oxide (produced naturally, by the combustion of hydrocarbons in power plant and car tail pipe exhausts) reactions in the upper atmosphere produce ozone. The atmospheric ozone layer absorbs UV radiation protecting humans from skin cancer and eye damage. The question remains why the ozone layer is being depleted.

      Since the advent of space satellites, scientists have recorded increases of 0.05% per decade in solar activity since the 1970s, which in turn causes global warming. Prior to satellites, tree rings were used to determine world temperature trends. Examination of tree rings, indicate that the earths temperature has risen about 0.6 degree C since the 1800s.

      There would appear be many reasons for global warming. Special interest groups appear to have successfully lobbied to persuade the general public and all levels of world governments that something must be done to reverse global warming and in particular the reduction of carbon dioxide emissions. Nations with foresight, stand to gain from the development of new technologies that eliminate the sources of carbon dioxide emissions and at the same time replacing foreign sources of petroleum derived energy with hydrogen. These changes will not occur over night. To eliminate price shock to consumers, maintain multi-national cash flow, minimize the disruption of existing fuel supplies and infrastructure, the hydrogen economy may be staged over time.

      The four main steps in the process may be:

      a) Carbon Dioxide Elimination. No change to existing industrial and domestic energy requirements from complex petroleum products, but capture and storing of carbon dioxide.

      b) Energy Diversity. As sources of oil supply are depleted, conversion of industrial and domestic energy requirements from complex petroleum products may be replaced with solar, nuclear, wind turbine with methane, propane and hydrogen sources for the wide spread fuel cell use for electrical generation, heating and vehicle transportation.

      c) Conversion to Hydrogen Society. As the earth’s surface area becomes saturated with solar panels and wind turbines and the depletion of uranium supplies, hydrogen will fill new growth areas for industrial and domestic energy requirements.

      d) Hydrogen Technology Dominance. Electrolysis of water is energy intensive.

      A new generation of catalysts may be developed to convert water to hydrogen and oxygen. The first nation to develop this technology may "leapfrog" today’s and near future technologies by a few generations.

      Carbon Dioxide Elimination
      The reduction of carbon dioxide emissions can be achieved by the chemical reaction of carbon dioxide to produce oxygen and carbon. This involves catalytically reducing the products of hydrocarbon combustion in-situ or remotely after collecting and transporting it to a central processing location. In the short term, multi-nationals (for example, Suncor (SU) and Enbridge (ENB)) may pass on the expense of capturing, transporting and disposing carbon dioxide to consumers. To achieve carbon dioxide chemical reduction [CDCR] in motor vehicles requires a new generation of catalysts, for example common magnetite, installed in the existing exhaust systems to produce oxygen and carbon. Uses of carbon dioxide collected from power plants exhausts can be catalytically treated to produce carbon black and oxygen economically. Carbon black is currently used to make rubber products such as tires and printer toner or added to agricultural soils as an important nutrient facilitating improved plant growth and replacing existing practices of plant stock burning, thus reducing atmospheric particulate generation. Producers (such as Cabot Carbon (CB)) currently deriving carbon black from oil could benefit from this inexpensive source of carbon dioxide feedstock, by modifying their existing process. The oxygen produced from the process can be used in the existing production of bottled oxygen for welding and medical purposes or steel production (for example, US Steel (X)).

      A Sabatier Reactor using a catalyst such as alumina-ruthenium compound, can convert water and carbon dioxide to methane. Multi-nationals would be required to buy ruthenium from mining companies (for example, Anglo Platinum (AGPPF.PK) and Impala Platinum (IMPUY.PK)) to produce these new catalysts.

      To eliminate the natural anaerobic digestion of hydrocarbon materials into methane and carbon dioxide, legislation may one day soon require all municipalities and land fill operators (example Waste Management (WMI)) to collect, recycle and / or convert all carbon materials and hydrocarbons to hydrogen, methane, intermediate hydrocarbons and carbon black. Refineries, power plants, manufacturers and hydrogen fuel dispensing companies may also be legislated into using these feedstock sources for fuel.

      Long term, collecting and reacting carbon dioxide to produce oxygen and carbon is not efficient and requires infrastructure creating more sources of carbon dioxide.

      Transition to Hydrogen
      With hydrocarbons becoming more difficult to find and the cost of production prohibitively high, electrical energy from nuclear reactors, solar panels, wind turbines, fuel cells and batteries may become economical eventually replacing petroleum, coal to liquids, coal gasification, LPGs and natural gas as energy sources. Based on current thinking, before hydrogen technology can be fully developed nuclear, solar, wind turbine, methane/propane fuel cells and battery energy sources must be fully exploited. A flurry of nuclear plants are being planed and built to eliminate the global warming threat. Uranium Miners (for example, Cameco (CCJ), Paladin (PALAF.PK), Uranium One (SXRZF.PK)) will benefit from the new interest in nuclear energy as users are currently attempting to lock up long term supply contracts. Nuclear energy producers (for example, Cameco, TransCanada Pipelines) are also reaping the benefits. Also, currently benefiting from the energy diversity are silicon producers and solar panel manufacturers (for example, Timminco (TIMNF.PK) and Canadian Solar (CSIQ)).

      Emerging groups currently benefiting from energy diversity are wind turbine manufacturers (example, General Electric (GE), Games Corp (GCTAF.PK) and Vestas (VWSYF.PK)) and wind mill farm operators (Western Wind Energy (WNDEF.PK), CrestStreet Power (CEPWF.PK)).

      Hydrogen fuelled vehicles may not appear overnight. In the short term, sources of fuel for vehicle fuel cells may be a combination of methane and propane before settling with hydrogen. Production of carbon black as a by-product by the catalytic reaction of carbon dioxide exhausts may be perceived to be an issue. Currently a variety of fuel cells are being developed and manufactured using a variety of Rare Earth Elements, including Yttrium, Samarium, Gadolinium and Lanthanum. Lanthanum currently used in hydrogen fuel cells and NiMH batteries may become the norm. Neodymium-iron-boron (NdFeB) motors (with small quantities of dysprosium) currently used in hybrid electric vehicles may also become the norm.

      Miners (Avalon , Great Western Minerals (GWMGF.PK), MolyCorp (MLYFF.PK), (Kings Bay (KBGCF.PK)) currently developing and producing these Rare Earth Elements may some day benefit or be bought out by present day vehicle multi-nationals (for example, Ford NYSE (F), General Motors (GM), Daimler-Chrysler (DCX), Toyota (TM)).
      In the short term, large scale production of hydrogen may come from the reforming of natural gas. Eventually the high cost of exploration companies (for example, Diamond Ensco international (ESV), Trans Ocean (RIG), Offshore (DO)) new production by current natural gas producers (example, ENCANA, ExxonMobil, Talisman) from deep sea underwater and deep land sources in remote areas of the world may become uneconomical.

      Hydrogen Infrastructure may look much the same as today’s, but the power plants behind the walls of those familiar looking buildings may have changed. Hydro lines and pipelines rights of way may more or less remain the same. The existing natural gas transmission system infrastructure (for example TransCanada Pipelines, Enbridge) hydrogen resistant pipelines may be carrying hydrogen rather than natural gas and oil. Instead of natural gas and oil furnaces to heat our homes, it may be hydrogen converted by fuel cells into electrical heat energy.

      Almost simultaneously the Gasification of Coal may be used to produce hydrogen. Current coal producers (example, ARCH (ACI), Peabody (BTU), Fording) may eventually surpass natural gas producers as the source of hydrogen due to the low cost of coal.

      Multi-nationals (example, GE, Sasol (SSL)) that currently sell Coal Gasification & Natural Gas (or Syn Gas) Steam Reforming Technologies may most likely be the first commercial manufacturers of hydrogen equipment. Some of these industries may eventually fail to survive if they are unable to manufacture equipment that economically eliminates carbon dioxide generation.

      Existing Natural gas and coal fired power plant owners (examples, Peabody, TransAlta (TPERF.PK), TransCanadaPipelines) may be legislated to eliminate the carbon dioxide by-product and may be forced out of business, if the technology in unavailable or uneconomical.

      Microwave technology (example, Global Research (GBRC.PK), Chevron (CVX)) may become a means of hydrogen production in the future. It may replace those processes that produce hydrogen, but are unable to eliminate carbon dioxide by-products economically or legally. Microwave technology may be used some day to convert depleted oil wells, methane, tires, plastic, oil sands, crude oil, wood chips and most all carbon hydrocarbons into a source hydrogen and carbon black.

      Multi-nationals (Suncor, PetroCanada) currently processing oil sands using from conventional methods may one day be legislated into using non carbon dioxide producing processes, such as microwave technology, or face extinction.

      Existing natural gas and coal fired power plants producing electricity may one day be replaced with multiple banks of large scale fuel cells. Manufacturers (examples, Siemens (SI), ABB (ABB), GE) of a combination of HVAC and HVDC power grids may one day benefit by interfacing their hardware into the existing and new infrastructure. HVDC may replace HVAC for those applications requiring long transmission lines because of easier control of power flow, lower losses, higher transmission capacity, and lower cost due to fewer lines. Connection of fuel cell sources to the power grid require the use of a DC-DC converter from certain manufactures (for example, American Semiconductor (AMSC)) that are used to first boost the voltage to the correct level and an inverter to convert the DC power to AC for connection to the power grid.

      The current sell-off of manufacturing technology licences to Middle East, Asian interests and others may provide the development funds for new hydrogen technologies and elemental compound building block nano-technology.

      Conversion to Hydrogen Society
      Hydrogen may emerge as the cleanest, most self generating, most abundant and pollution free of all energy sources.

      It has been demonstrated that vehicles can be powered with a combination of hydrogen fuel cells and electrical batteries.

      Homes and businesses may be the main centres for recharging car batteries and refuelling personal vehicles. New hydrogen fuel dispensing companies (for example Air Products (AIR)) may replace present day multi-nationals (for example, Suncor, Petro Canada, ExxonMobile). Highway service centre infrastructure may look the same but modified to include battery recharge and hydrogen fuel dispensing facilities. Re-charging and re-fuelling highway vehicles may not be an issue. The time taken may be no longer than the time to have a leisurely meal.

      Hydrogen may also be produced by manufacturers of water electrolysis equipment (example, Distributed Energy (DESC)). Non potable sources of water and sea water shall be first purified using reverse osmosis technology equipment (example, H2O Innovation, Consolidated Water Company (CWCO)). Sources of electrical energy for electrolysis and hydrogen production may be generated by equipment made by fuel cell manufacturers (example, Ballard Power (BLDP)).

      Electrolysis of water taken from seawater may offer other benefits. Ocean water (example, San Francisco, CA) is generally cold and can be used for a heat exchange medium in commercial buildings. The seawater may be returned clean to the sea in a location where it can be mixed and allowed to return to its original salinity after partial separation, to be considered environmentally friendly. Some of the water may be used for agriculture in semi-arid areas (US southwest).

      Hydrogen Technology Dominance
      Because of the great deal of energy required, water electrolysis technology may eventually be replaced with a new generation of catalysts used to convert water to hydrogen and oxygen.

      Purdue University researchers are currently developing an aluminum-rich alloy catalyst made up of five percent of gallium, indium and tin to convert water to hydrogen and oxygen.

      Gallium and indium are currently mined in North America (example, Geodex Minerals (GXMLF.PK)) and it is unknown which multi-national may secure these minerals for future hydrogen production from water.

      It is unknown which of the major multi-national companies (GE, XOM, COP, Marathon (MRO)) will finance hydrogen technologies and capitalize on breakthroughs. Conclusion

      With profits high, resources available, no competitive energy sources and vast amounts of capital invested, there appears to be no incentive for multi-national oil companies or users to switch to hydrogen energy technologies. The question becomes, “Which multi-nationals will have the leadership to "leapfrog" to a new generation of Hydrogen technology, distribution and hybrid vehicle manufacture?”

      Will it be General Electric? TransCanada Pipelines? Toyota?

      Which nation will ban carbon dioxide emissions and force multi-nationals to invest in Hydrogen technology?

      Disclosure: I have shares in Suncor, Great Western Minerals, General Electric, Cameco, Denison Mines and BFI Canada.
      Avatar
      schrieb am 14.04.08 23:01:34
      Beitrag Nr. 208 ()
      Antwort auf Beitrag Nr.: 33.881.670 von 4now am 14.04.08 17:47:05Die Preise für Lanthanum steigen weiter
      Überschrift von Metal-pages
      14-apr-2008
      Supply shortage impacts lanthanum oxide market » CeLa

      bei Lynas gibt es die aktualiserte Übersicht
      http://www.lynascorp.com/page.asp?category_id=1&page_id=25

      Das Rätsel mit den 22780 t export quote könnte darin bestehen daß es sich dabei eventuell nur um den ersten Teil des exportes handelt

      Monday, February 25, 2008
      China issues 23,000 tonnes of rare earth export license
      Chinese government issued around 23,000 tonnes of export license for rare earth as the first batch for 2008.
      The total volume for the year could reduce to 36,000 tonnes in 2008 from 40,000 tonnes in 2007 when the country reduced the volume by 10% in recent years.
      The country reduces the export by around 3% for tungsten and antimony and by 10% for tin.
      – Japan Metal Bulletin

      Andererseits spricht diese Quelle von 40000t in 2007
      während die Chinesen selbst vor ein paar Tagen angaben 49000t exportiert zu haben.
      Insgesamt kann man aber sagen daß die Mengen immer kleiner werden.

      Ich habe auch ein email an Clint cox von anchorhouse geschrieben bezüglich der exportquote.
      ............

      Thank you for your inquiry.

      I believe that the Jan. 15th export data may have been for the non-foreign exporters. The foreign exporters (those that have foreign ownership interests) may be a separate number that is added in to the Jan 15th number to create the total number. All of these numbers are very tricky to track and understand (I find them very confusing myself).

      Have users stored? Most probably many of the end users have begun to deal with this problem with some amount of stockpiling -- the details of which are nearly impossible to acquire.

      Could Great Western Minerals (and other REE explorers) be a solution to the shortage? Possibly. But keep in mind that each of the companies out there have a number of issues to deal with before coming to production. Also, they must compete in today's marketplace with the Chinese low-cost production. This will be exceedingly difficult. Also, there must be balance -- the REEs coming out of the ground don't match the REEs most needed by the market.

      People are investing in these explorers -- including debt and equity financing, over $400 million was raised for these companies in 2007. When will the general public begin to understand this opportunity? This is unknown.

      With best regards,

      Clint Cox
      contact@theanchorhouse.com
      Avatar
      schrieb am 15.04.08 21:20:11
      Beitrag Nr. 209 ()
      Antwort auf Beitrag Nr.: 33.884.423 von 4now am 14.04.08 23:01:34Den nachfolgenden Artikel hab ich früher schon mal gelesen
      wurde aber auf http://www.howestreet.com/articles/index.php?article_id=6210 neu eingestellt.
      Das besondere ist daß er gar von 600000t REE in 2012 spricht
      also entweder nimmt der Kerl Drogen oder er ist der erste der die
      vielen Hybridautos die ab 2010 von den Autobauern angekündigt werden richtig bewertet.

      Meet the Lanthanides
      By Byron King

      "There is oil in the Middle East; there is rare earth in China." Deng Xiaoping, then-leader of China, observed in 1992. Deng's remark did not seem to mean much of anything in 1992, but it may mean a lot in 2008...or 2009.

      What was Premier Deng saying when he referred to "rare earth in China" and compared it to Middle East oil? Deng was referring to a Chinese policy to exploit its rare earth deposits at an iron ore mining region in Inner Mongolia. Some observers call the Mongolian mineral district the "mother lode" of rare earths.

      A few years later, in 1999, Chinese President Jiang Zemin visited the "rare earth"-rich region and urged his countrymen to "improve the development and applications of rare earth, and change the resource advantage into economic superiority."

      So what are these "rare earths" and why do the Chinese care so much about them? Rare earths are some of the most valuable, critical metals on the planet. Demand for these metals is soaring, and supply is not.

      In formal scientific nomenclature, the 15 rare earth elements of the Periodic Table are called the lanthanides. None of these elements are famous like gold or sliver. None gets shipped in giant ore freighters, like iron, aluminum or copper. You sure don't learn much about these 15 elements in high-school chemistry class, unless maybe it's the school that feeds lots of kids into MIT or Caltech.

      In fact, the only people who really study these elements are master's- and Ph.D.-level chemists and solid-state physicists. Oh, and national leaders in places like China. But without these elements, much of the modern economy would just plain shut down.

      These elements are critical to the modern economy, and that is not hyperbole. We are addicted to rare earths as much as we are addicted to oil, except most people don't know about the rare earth addiction.

      The rare earths play a critical role in petrochemicals, environmental protection, "clean" technology, electronics, automotive applications, optics, telecommunications, computing and defense. Really, without these 15 elements, you could say goodbye to much of modernity. There would be no more television screens and computer hard drives, fiber-optic cables, digital cameras and most medical imaging devices.

      You could say farewell to space launches and the satellites that do everything from show you the weather to offer global positioning down to a few inches. And the world's system for refining petroleum would break down, too. That's pretty serious.

      These 15 elements are called "rare earths" because they are, in fact, rare. They are scattered here and there in the Earth's crust. But you won't exactly trip over them as you stroll along the beach. It is quite unusual to find these elements in deposits that are economic to mine. So that is the investment lure.

      Rare earths are usually found in rock bodies called carbonatites - for the most part non-geologists have never heard of them. And for our purposes today all we need to really know is that Carbonatites are rare.

      Once you find a deposit of rare earth elements in a carbonatite, it is still very difficult to mine and mill the rocks and minerals. The processing chain is long and complex. So we are dealing with rare earths in rare rock bodies that are difficult to mine, mill and process.

      But the Chinese have been devoting themselves to these difficult-to-access minerals for several years. In fact, you could say that Beijing has pursued a comprehensive strategy to control the rare earth market. The Chinese have opened numerous mining operations, built out extensive processing facilities and trained 1,000-2,000 dedicated rare earth scientists.

      But that's not all. The Chinese have also put the squeeze on competitors. For a time, the Chinese lowered their rare earth prices to cost - if not below - thus driving other world rare earth operations out of business. So in the past 15 years or so, China has established itself as the world's leading low-cost producer of rare earth elements. In fact, China currently produces nearly 95% of the world's supply of rare earths. That's not a typo - 95%.

      China's dominance of rare earth output gives that nation an overwhelming advantage in developing many forms of technology, both now and in the future.

      The Chinese clearly understand the strategic value of rare earths, and they have begun to take advantage of the situation. Within the past couple of years, the Chinese have dramatically increased their own consumption of rare earths and have begun to cut exports. One very unsubtle national policy is that if manufacturers want to obtain Chinese rare earths, they must set up facilities in China.

      Thus, for the moment, China can do what it wishes with its rare earth output, including forcing the rest of the world to beg for supply.

      The rare earths market - just the raw materials, not the value-adding chain - is not terribly large. It is slightly over $1 billion per year. This is utterly dwarfed by the global trade in bulk commodities like iron ore. But control over the supply of these strategic rare earth elements gives China a significant strategic advantage as it builds up its high-tech industries.

      According to Zhang Hongjiang, director of Baotou Research Institute for Rare Earths Information Center in Mongolia, "The rare earth industry is quite small scale, but the contribution to the national economy is huge... [China] regards rare earths as a strategic resource because they are widely used in high technology and new materials."

      And one way or another, the world is addicted to rare earths. Demand is exploding. Global demand for rare earths was about 110,000 tons in 2007.

      Demand is projected to grow to 200,000 tons by 2010. Global demand for rare earth by 2012 could be 600,000 tons, including 350,000 tons used in electric and/or hybrid vehicles. And global demand for rare earths in 2020-2025 could reach 2 million tons, including over 1.5 million tons applied in electric and hybrid vehicles.

      China has about 200,000 tons per year of rare earth capacity, which is more than enough to dominate current world markets. But this capacity is not enough to meet future forecasted world demand. Within about two years, the world will face physical shortages of rare earths.

      Yet despite the future supply-demand imbalance, China has almost no viable competitor with any history of mining rare earths...Almost. The Australians also possess viable rare earth deposits.

      Although 95% of the world's supply of rare earths comes from China, most of the rest come from Australia, which is where I'm prospecting for investment ideas in this little-known sector. I've already ferreted out one very compelling idea for the subscribers of my Energy & Scarcity investment service. But I'm still on the hunt for others...You should be too.
      Avatar
      schrieb am 22.04.08 01:06:57
      Beitrag Nr. 210 ()
      Antwort auf Beitrag Nr.: 33.892.516 von 4now am 15.04.08 21:20:11Überschriften von Metal-pages
      Lanthanum prices pushed up by lack of oxide
      Minor metals users urged to conserve resources
      Avatar
      schrieb am 22.04.08 11:25:01
      Beitrag Nr. 211 ()
      Antwort auf Beitrag Nr.: 33.937.851 von 4now am 22.04.08 01:06:57Artikel zu nichtbrennbaren Li-Ionen Akkus
      http://www.elektroniknet.de/home/stromversorgung/stromversor…

      Die darin angesprochenen Ormocere
      http://www.ormocer.de/
      bestehen zum Teil auch aus R was bestimmt nicht Radium sondern nichts anderes als REE sind.

      http://www.ormocer.de/kompakte_werkstoffe/funktionalisierte_…
      Avatar
      schrieb am 22.04.08 17:46:32
      Beitrag Nr. 212 ()
      Antwort auf Beitrag Nr.: 33.940.263 von 4now am 22.04.08 11:25:01hallo 4now

      da muss ich dich entäuschen. das r steht in dem fall keinesfalls für ree!
      die o.g. ormocere haben eine anorganische grundstruktur aus Si-O-bindungen, ähnlich der silikate. der wesentliche unterschied ist, das an den freien bindungen des Si dann organische gruppen angelagert werden. wenn diese nicht näher spezifiziert werden, dann ist es in der strukturchemischen dartsellung üblich ein R zu schreiben. in diesem fall steht das R also eindeutig für organische "rest"bestandteile wie z.b. methyl-,ethylgruppen, aminogruppen, benzolgruppen oder ähnliches.

      also nix mit Ree ;) , aber interessanter artikel

      gruß
      Avatar
      schrieb am 22.04.08 20:00:58
      Beitrag Nr. 213 ()
      Antwort auf Beitrag Nr.: 33.944.537 von tyrionfg am 22.04.08 17:46:32Vermutlich hast du recht hab trotzdem eine Anfrage dort hin geschickt.

      Anderer ARTIKEL:

      Rare Earth Metall-Legierungen zur Haiabwehr
      http://www.sciencedaily.com/releases/2008/04/080422120313.ht…

      GWG hat ja auch eine Fertigungsfabrik für solche Alloys,...
      Avatar
      schrieb am 23.04.08 13:12:31
      Beitrag Nr. 214 ()
      Dachte, d. es hier gut in den Thread passt wo gerade 4now immer die aktuellen Themen um die Anwendungen und den chinesischen Markt einstellt:

      China Lights Way For Huge Efficient Bulb Subsidy
      CHINA: April 23, 2008

      BEIJING - China, the world's biggest light bulb maker, on Tuesday unveiled a massive subsidy programme to promote energy-efficient bulbs and cut pollution.

      Beijing plans to usher in about 50 million low-energy bulbs in the first stage of the plan, phasing traditional incandescent lighting out of the market, the Ministry of Finance said in a statement on its website.
      The light bulb programme is a showpiece of government efforts to shift to a cleaner model of development, away from pollution-belching factories that have blighted much of the country's air and water.

      As the maker of about 70 percent of the world's light bulbs, sweeping changes in China could also speed the disappearance of incandescent lighting from ceilings and bedsides around the world.

      If everyone in China made the switch in lighting, the country would save energy equivalent to about a 60 million tonne reduction in carbon dioxide emissions, the statement said.

      "This is the first time China has used financial subsidies to support such wide consumption of energy-saving products and it is an innovative use of financial subsidies," the finance ministry added.

      Subsidies will be indirect, with efficient bulbs sold to consumers at a hefty discount and companies reimbursed by the government for the shortfall, the statement said.

      Individual shoppers will pay half of the price agreed by manufacturers and the government, while businesses will pay just 30 percent of that price. Beijing will also give preference to the most efficient bulbs for government procurement.

      The government has already named 13 companies, including the Zhejiang Sunshine Group, to produce the first batch of light bulbs, the statement added.

      The European Union already applies anti-dumping duties on imports of Chinese energy-saving light bulbs, charging up to 66.1 percent on bulbs from the country's manufacturers.

      Reporting by Simon Rabinovitch; Editing by David Fox
      Avatar
      schrieb am 23.04.08 19:52:36
      Beitrag Nr. 215 ()
      Antwort auf Beitrag Nr.: 33.951.207 von cediwi am 23.04.08 13:12:31in ergänzung zu cediwi's artikel
      Zhejiang Sunshine Group is mainly engaged in the production of compact type rare earth energy saving fluorescent lamp, electronic energy saving lamp, ascending pipe lamp
      Philips ist bei denen beteiligt,...

      zu tyrionfg: Bestätigung von Herrn Dr.Haas
      ....
      das ist natürlich nur eine sehr schematische Darstellung. Die beiden R sind wie gezeigt funktionelle Gruppen, die über Si-C Bindungen an das anorganische Netzwerk gebunden sind. Meist handelt es sich um Alkyl- bzw. Arylgruppen. Ein R steht in Klammern, weil es verschiedene Möglichkeiten gibt das anorganische Si-O-Si-Netzwerk zu verändern, die beide im Diagramm auftauchen sollten. Nur an einer Stelle (d.h. das Si ist von drei O umgeben) oder an zwei Stellen (d.h. 2xR) mit nur zwei O am Si. Dieser Teil der ORMOCERe ist den Siliconen sehr verwandt
      Avatar
      schrieb am 25.04.08 22:47:10
      Beitrag Nr. 216 ()
      Antwort auf Beitrag Nr.: 33.955.520 von 4now am 23.04.08 19:52:36By Jack Lifton
      25 Apr 2008 at 11:27 AM GMT-04:00


      DETROIT (ResourceInvestor.com) -- According to a Reuters story this week, Mitsui Mining and Smelting Co. Ltd. said it has developed a new catalyst for diesel engine cars that replaces the use of platinum with silver.

      I began this morning going over the (U.S.) Mitsui patents on exhaust emission catalysts. They begin in 1973 with the issuance of a patent to Mitsui's Asahi Chemical; the research for which must have begun in the late 1960s for a silver based catalyst for reducing nitrogen oxides and carbon monoxide. There is a hiatus of about a decade, and a steady stream of patents, citing that first one, beginning in the 1990s.
      The original focus of the work was to reduce nitrogen oxides and sulfur oxides (the acid rain formers, the first being from gasoline powered cars, and the second mostly produced by diesels) to nitrogen and, I guess, sulfur, which would then be necessary to filter out. In any case this was not the direction that early workers, myself included, took.

      The problem was carbon monoxide and unburned fuel, and it was solved by platinum and palladium continuous coatings on the surface of alumina beads packed between two stainless steel screens in a 'can' inserted at the exhaust manifold to achieve maximum temperature as quickly as possible (i.e., the so-called "catalytic converter").

      I could go on, and I probably will next week, about my friend Dan Shanefield's discovery of a process for the mass production of the synthetic cordierite substrate, and the emphasis on reducing acid-rain forming emissions from vehicles that took place in the late 1970s.

      The solution then was rhodium; it was quick, relatively cheap - it utilized an almost useless byproduct of platinum mining and the South Africans loved the idea - and it was available. Asahi Chemical couldn't get a foothold in the business. Japanese car making clout was just too small at the time, and the Japanese car makers feared the regulators of their temporary masters and their European running dogs.

      Reuters really seems to have gotten the story wrong. The major problem with diesel emission control is the mandate for the dramatic reduction of nitrogen (and sulfur) oxides. Mitsui is going after the rhodium used today in selective catalytic reduction (SCR), an expensive mandatory add on that reduces the amount of rhodium (but by no means eliminates it) in a diesel exhaust emission management system.

      I note also that a typical formulation includes a silver composition with a rare earth metal. This is a great story about a new driver for reducing rhodium demand and increasing rare earth demand. Who woulda thunk?

      Stay tuned for next week’s story: “Driving Rhodium Consumption Down and Silver Consumption Up.”
      Avatar
      schrieb am 26.04.08 16:04:31
      Beitrag Nr. 217 ()
      Antwort auf Beitrag Nr.: 33.976.475 von 4now am 25.04.08 22:47:10http://www.gwmg.ca/pdf/gwmg-presentation-april-2008.pdf
      Avatar
      schrieb am 26.04.08 20:55:26
      Beitrag Nr. 218 ()
      Antwort auf Beitrag Nr.: 33.978.236 von 4now am 26.04.08 16:04:31Neue Supraleiter mit REE
      http://arstechnica.com/news.ars/post/20080420-superconductor…
      Avatar
      schrieb am 29.04.08 20:52:36
      Beitrag Nr. 219 ()
      Antwort auf Beitrag Nr.: 33.978.849 von 4now am 26.04.08 20:55:26In Usa überlegen sie noch immer ob es jetzt tragisch ist daß die chinesen die Marktmacht bei den REE haben.
      http://www.msnbc.msn.com/id/24315615/
      Avatar
      schrieb am 30.04.08 20:48:14
      Beitrag Nr. 220 ()
      Antwort auf Beitrag Nr.: 33.997.084 von 4now am 29.04.08 20:52:36wär schön wenn die cerium Preise entgegen den bisherigen Markterwartungen ebenfalls steigen würden.

      ÜBerschrift von Metal-pages:
      Cerium oxide supplies in China become short » CeLa
      asianmetal:
      Cerium oxide price rises
      Avatar
      schrieb am 01.05.08 14:56:44
      Beitrag Nr. 221 ()
      Antwort auf Beitrag Nr.: 34.006.084 von 4now am 30.04.08 20:48:14Posted : Tue, 29 Apr 2008 21:02:15 GMT
      DUBLIN, Ireland - (Business Wire) Research and Markets (http://www.researchandmarkets.com/reports/c90226) has announced the addition of China Rare Earth Industry Report, 2007-2008 to their offering.

      According to the data of the U.S. Geological Survey released in 2006, the basic reserves of rare earth in the world amounted to 154 million tons. China's rare earth reserves account for 57% of the world's total, ranking the first, followed by Commonwealth of Independent States, U.S.A., Australia and India. Currently, the global rare earth inventories can last for 1.5 years in static use and the world's rare earth reserves may last for more than 200 years in static use.

      Although China has the largest rare earth reserves in the world, its share of rare earth resources in the global total is on the downward trend. China's per capita possession of rare earth has dropped to 21g/person from 33g/person in 1998.

      In 2007, China carried out mandatory management plan on the production of rare earth products and smelting & separating rare earth products. In the year, the output of rare earth products was 120,800 tons, (by REO, the same hereinafter), down 8.83% year on year, and the output of smelting and separating rare earth products was 126,000 tons (including nearly 18,000 tons from waste recovery), down 19.75% year on year.



      In 2007, China's export volume of rare earth products (rare-earth magnet included) was 49,000 tons, down 14.93% year on year, but the export value reached US$1,18 billion, up 51% year on year. Among the total exports, the export volume of rare-earth magnet, exporting to 69 countries and regions, reached 21,532 tons, nearly doubling against the pervious year, and the export value was US$415 million, up 36.96% year on year. The top nations and regions in terms of China's export volume were Hong Kong and USA, Japan, Singapore, German, Thailand, Korea, Italy, Holland and Finland.

      The report is based on the authoritative data from the Chinese Associate of Rare Earth Industry, the Chinese Society of Rare Earths, the China Petroleum and Chemical Industry Association, the General Administration of Customs of China, the State Information Center and the National Bureau of Statistics of China and the information from financial reports of some key companies.
      Avatar
      schrieb am 01.05.08 23:11:22
      Beitrag Nr. 222 ()
      Antwort auf Beitrag Nr.: 34.009.361 von 4now am 01.05.08 14:56:44
      Avatar
      schrieb am 02.05.08 10:09:41
      Beitrag Nr. 223 ()
      Hi 4now,

      wenn man die letzten Jahre zurückschaut, so ging der Preisanstieg bei Nd recht paralell mit dem Wachwstum des Verbrauchs.

      Bei Wachstumsraten von 15%, z.T. hört man auch 19% kann man sich ganz gut "ausmalen", dass der Nd Preis ähnlich steigen wird.

      Habe das mal für 10/12/15% Preissteigerungen pro Jahr gerechnet...:D


      Du hast hier übrigens immer interessante Infos, Thx.

      Mic
      Avatar
      schrieb am 05.05.08 19:19:28
      Beitrag Nr. 224 ()
      Antwort auf Beitrag Nr.: 34.013.427 von micdid am 02.05.08 10:09:41Great Western Minerals Group Ltd: Winter Drilling Program Completed at Hoidas Lake; New Mineralized Zone Identified
      Monday May 5, 12:14 pm ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--May 5, 2008 -- Great Western Minerals Group Ltd. ("GWMG" or "the Company") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) is pleased to announce the completion of the winter drilling program at its 100%-owned Hoidas Lake Rare Earth Elements ("REE") property located 50 km northeast of Uranium City in northern Saskatchewan.
      ADVERTISEMENT


      A total of 6,836 metres was drilled in 32 holes to depths of 300 metres. The JAK Zone Vein System has been extended by 250 metres to 1,000 metres and remains open along strike and at depth. The drilling also extended the zone to a depth of 300 metres; previously, this zone had been tested only to a depth of 150 metres.

      Preliminary indications are that the extensions of the previously drilled veins show similar mineralization to that previously identified in the JAK Zone and are expected to have similar grades. In addition, a new vein system has been identified in the Footwall of the JAK Zone.

      As a result of the apparent success of this program, GWMG is now planning to conduct a summer drilling program to test the Nisikkatch South vein system which is located approximately 10 km to the southwest of the JAK Zone. This summer drilling program will also test the new JAK Zone Footwall Vein, along with a number of other targets that were previously identified by prospecting and geophysical surveys in the Hoidas Lake area.

      GWMG has a rigorous Quality Assurance/Quality Control program whereby blanks, duplicates and standards are inserted into the sample stream at regular intervals. The mineralized core has been geologically logged and split, and approximately 1,300 samples have been sent to the Geoanalytical Lab of the Saskatchewan Research Council in Saskatoon for analysis. Results are expected in mid July 2008.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "We are greatly encouraged about what we see so far and we are looking forward to the assay results. Seeing that the mineralization apparently now extends beyond the previously identified zone, and with the discovery of a new vein system, we have reason to be excited."

      Engdahl adds, "We are also very excited about the potential for the phosphate at Hoidas Lake. One of the main rare-earth-bearing ore minerals is the phosphate mineral apatite, the principal ore of phosphorous used in fertilizer. Previously, we had not considered the value of the phosphate in the economics, but with current prices for Diammonium Phosphate around $1,000 per tonne, we are taking a closer look at the potential opportunity that this valuable by-product may create for us. Depending on the grade and distribution, this could add significant value to the entire property".

      John Pearson (MSc., P.Geo), Vice President Exploration has acted as the non-independent qualified person for this news release. The qualified person has visited the project site, examined the drill intercepts reported, reviewed the available technical information for the project, and has verified that there were no significant discrepancies with respect to the quality control samples submitted for analysis along with the drill core.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl

      President
      Avatar
      schrieb am 06.05.08 00:04:56
      Beitrag Nr. 225 ()
      Antwort auf Beitrag Nr.: 34.031.203 von 4now am 05.05.08 19:19:28
      Avatar
      schrieb am 07.05.08 22:49:42
      Beitrag Nr. 226 ()
      Antwort auf Beitrag Nr.: 34.033.273 von 4now am 06.05.08 00:04:56Link zum neuesten GWG Video
      http://www.youtube.com/watch?v=Eaqg_hBvHF4&eurl=http://www.g…
      Avatar
      schrieb am 08.05.08 23:28:23
      Beitrag Nr. 227 ()
      Antwort auf Beitrag Nr.: 34.051.175 von 4now am 07.05.08 22:49:42http://www.ibtimes.com/articles/20080508/the-north-american-…
      Avatar
      schrieb am 15.05.08 21:09:15
      Beitrag Nr. 228 ()
      Antwort auf Beitrag Nr.: 34.031.203 von 4now am 05.05.08 19:19:28China quake effect may hit metals’ supply




      Copper, aluminium, zinc output likely to be affected





      --------------------------------------------------------------------------------
      Net effect
      The fall in Chinese production and demand is likely to push up prices of metals.

      Production surplus this year may keep any rally on leash.


      --------------------------------------------------------------------------------



      Suresh P. Iyengar Advertisement



      Mumbai, May 14 The massive earthquake in Sichuan province of China on Monday is set to rattle the demand and supply equation of base metals – copper, aluminium, zinc and lead.

      Production and demand in China determines the global prices of base metals as it is one of the major producer and consumer.

      Zinc smelters


      Zinc output in Sichuan province is likely to take a hit as smelting units with capacity of 4-5 lakh tonnes have been halted.

      Production shut down in Sichuan and neighbouring Shaanxi and Gansu provinces accounts for about 11 per cent of China’s total zinc smelting capacity. Zinc smelters in Sichuan province contributed 5.5 per cent of the total Chinese output last year.

      China has also stopped lead concentrate output of 1 lakh tonnes in Sichuan and its neighbouring provinces.

      Apart from structural damage to facilities, disruption in power supply to quake-hit Sichuan province may hit aluminium smelters.

      Power supply


      According to State Grid, six transformer substations were shut down, reducing power supply to the Sichuan power grid by 4 million kilovolts after a 500-KV and five 220-KV transformer substations in Sichuan were affected by the earthquake. In addition, five power plants in western Sichuan were disconnected from the power grid.

      Impact on prices


      The fall in Chinese production and demand is likely to push up prices of base metal especially zinc, lead and aluminium in the short term.

      However, a huge rally in prices is unlikely as the production is estimated to be surplus this year.

      “High prices may not sustain in the long term as the demand will hit a plateau due to a slowdown in global economy,” said Mr Sushil Sinha, Managing Director, Karvy Commodities.

      Mining woes


      China has a very broad variety of mineral reserves.

      The proven reserves of 20 key minerals rank first in the world, including coal, titanium, lead-zinc, molybdenum, tungsten, tin, lithium, rare earth elements, antimony, magnesite, asbestos are ranked first in the world.

      There are more than 5,300 coal mines, 1,971 iron-production units, over 900 copper units in 29 provinces and about 1,000 gold mines located almost in all provinces.

      China contributes for 34 per cent of global zinc production, 36 per cent of lead output, 18 per cent of copper and 33 per cent of aluminium.

      It consumes 33 per cent of global zinc usage, 32 per cent of lead, 26 per cent of copper and 34 per cent of aluminium.

      Major copper producers


      Among major copper producers in China, Anhui leads with a capacity of 2.3 million tonnes, Jiangxi 1.9 million tonnes.

      Hunan has lead production capacity of 2.6 million tonnes and 4.5 million tonnes of zinc. Liaoning produces 3.4 million tons of zinc, while Henan leads in aluminium production at 4.2 million tonnes, the highest in China.
      Avatar
      schrieb am 17.05.08 22:44:30
      Beitrag Nr. 229 ()
      Antwort auf Beitrag Nr.: 34.104.925 von 4now am 15.05.08 21:09:15Rare earth magnets a cost-effective "green" solution
      url]http://www.foxbusiness.com/story/las-vegas-desert-heat-match…[/url]
      Avatar
      schrieb am 17.05.08 23:13:23
      Beitrag Nr. 230 ()
      Antwort auf Beitrag Nr.: 34.117.981 von 4now am 17.05.08 22:44:30Metal-Pages - Rare earth market weighs up the impact of Sichuan ...The earthquake which hit Sichuan on Monday might have an impact on the region's rare earth production, industry sources said this week.
      Avatar
      schrieb am 19.05.08 21:30:40
      Beitrag Nr. 231 ()
      Antwort auf Beitrag Nr.: 34.118.047 von 4now am 17.05.08 23:13:23die heutigen Überschriften von metal-pages
      Europium prices continue to head south in China
      Rare earth weekly roundup - La and Ce remain strong, others sluggish

      die preise von neod. und praseodymium haben in den letzten 10 Tagen nachgegeben. Ich nehme aber an daß das nur kurzfristig ist. Seltsamerweise gibt es noch keine bekanntgabe von Auswirkungen des Erdbebens. Wird wohl aus strategischen Gründen vermieden. Daß ausgerechnet die REE Plants nicht betroffen wären find ich unwahrscheinlich. Außerdem wird es so wie bei allen anderen Rohstoffen zu einem zusätzlichen Verbrauch kommen.
      Avatar
      schrieb am 20.05.08 22:49:58
      Beitrag Nr. 232 ()
      Antwort auf Beitrag Nr.: 34.128.720 von 4now am 19.05.08 21:30:40Sichuan rare earth mining to resume in two months:
      Rare earth mining in Sichuan Mianning is expected to restart in two months time, having been forcibly suspended by the local government towards the end of ...

      Metal-pages von heute.

      Also sie gehen von 2 Monaten aus bis sie wieder produzieren können
      wieviele Firmen da betroffen sind weis ich nicht.
      Sichuan Rare Earth Group. ist laut google aber einer der wichtigsten Produzenten des Landes.
      In "Sichuan ist Bastnaesit die primäre Mineralie."
      Den Artikel kann man nur lesen wenn man dafür zahlt.
      Seltsam daß das die Preise nicht anschiebt (?)
      Avatar
      schrieb am 21.05.08 13:57:22
      Beitrag Nr. 233 ()
      Antwort auf Beitrag Nr.: 34.138.237 von 4now am 20.05.08 22:49:58aus dem Arafura Thread

      Mittwoch, 21. Mai 2008
      Vollkommen überraschend erhöht China die Preise für Phosphor drastisch.
      China erhöht Ausfuhrsteuern auf Phosphor von 20% auf 120%

      In einem vollkommen überraschenden Schritt erhöht China die Ausfuhrsteuern für Phosphor auf 120%. Experten befürchten nun, dass dies demnächst auch für den Bereich der Selten Erden drohe. China verfügt über 80% des weltweiten Phosphorvorkommens. Auch im Bereich der Seltenen Erden ist China Weltmarktführer. Derzeit gibt es kaum Alternativen im Bereich der Seltenen Erden. In Marktkreisen wird befürchtet, dass China seine quasi Monopolstellung bei Seltenen Erden und Phosphor in Zukunft weiter dazu nutzen will, die Preise drastisch nach oben zu führen.

      Die Erhöhung der Ausfuhrsteuer auf Phosphor wird von Experten damit begründet, dass China den Rohstoff nun selbst benötige, um die Reisproduktion anzukurbeln. Phosphor ist wichtiger Rohstoff im Bereich der Düngemittel und unabdingbar bei der Agrarproduktion. Mit der Preiserhöhung bei Phosphor befürchten Experten nun auch einen neuen Schub bei den Agrarrohstoffen, wie Reis und Weizen.

      Von der Preiserhöhung ist nicht nur der Agrarsektor betroffen. Phosphor ist auch wichtiger Rohstoff in der Spezialchemie. Einige Unternehmen haben per heute schon Preiserhöhungen angekündigt.

      So hat die Lanxess AG mit sofortiger Wirkung die Preise für alle Phosphorverbindungen erhöht. Der Spezialchemie-Konzern begründete diesen Schritt am Mittwoch mit dem signifikanten Anstieg des Preises für den Rohstoff Phosphor. China verfügt über etwa 80% des weltweiten Phosphorvorkommens. Das Land habe zum 20. Mai die Ausfuhrsteuern von 20% auf 120% erhöht. Die Preisanhebung bei der in Leverkusen ansässige Lanxess richte sich nach dem Phosphorgehalt in dem jeweiligen Produkt, sagte Lanxess-Sprecher Ralph.
      Avatar
      schrieb am 25.05.08 22:17:10
      Beitrag Nr. 234 ()
      Antwort auf Beitrag Nr.: 34.142.259 von 4now am 21.05.08 13:57:22newsnachtrag (war auf Urlaub)

      Great Western Minerals Group Ltd.: Drilling Underway at Deep Sands Utah
      Wednesday May 21, 11:04 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--May 21, 2008 -- Great Western Minerals Group Ltd. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) ("GWMG" or the "Company") is pleased to announce that the drilling is now underway on its 17,094-hectare Deep Sands Project in Juab County, near Delta Utah. The objective of this drilling program is to begin compiling sufficient data to complete a 43-101 compliant resource estimate leading to the development of a Preliminary Economic Assessment Report.
      ADVERTISEMENT


      The program includes drilling 66 holes to a minimum depth of 30 metres each, at 1600-metre spacing to systematically evaluate the Rare Earth Element ("REE") and iron content of this large property. In addition, a minimum of 1000 shallow holes will be drilled to a depth of approximately 6 metres to evaluate the near surface distribution of iron and REE.

      This drilling is utilizing two, direct-push drill rigs, one track-mounted and one on wheels. The use of these types of rigs will facilitate the recovery of intact cores of the mineral sands, avoiding undue mixing of the material, allowing GWMG to delineate the distribution of iron and REE on the property. Samples will be analyzed on-site utilizing a NITON XRF Analyzer. In addition, approximately 10% of the samples will be sent to SGS Laboratories in Lakefield, ON to verify the results of the NITON analysis, and for Quality Assurance and Quality Control (QA-QC) purposes.

      GWMG has allocated approximately $400,000 for this phase of the exploration program. Final results are expected in late summer 2008 but the timing for the receipt of the results is heavily dependent upon the workload and schedule of the assay lab.

      Preliminary work completed in 2007 showed that the mineral sands persist to a depth of at least 80 metres (260 ft). Initial sampling by Titan Mining and confirmation sampling by GWMG, over widely separated areas of the property yielded an average grade of 0.14% Total Rare Earth Oxide (TREO).

      Recent work has included the completion of sampling of significant thicknesses of the mineral sands exposed in gullies and washes; a 2,631 line-km Airborne Magnetic and Radiometric Survey which confirmed widespread distribution of magnetic mineralization and potential REE-bearing mineralization; and mineralogical testing utilizing QEMSCAN scanning electron microscope technology.

      GWMG holds a 25% interest in the REE contained in the property and has the right to explore for rare earth elements. GWMG also has the right of first refusal to negotiate a participation agreement allowing the Company to recover 100% of the rare earth elements.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "We believe the potential at Deep Sands is as big as the property itself. With the world demand for REE increasing at the rate it is, we are moving quickly to complete the work necessary to determine the magnitude of this resource."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 25.05.08 22:18:35
      Beitrag Nr. 235 ()
      Antwort auf Beitrag Nr.: 34.168.663 von 4now am 25.05.08 22:17:10Great Western Minerals Group Ltd.: Rising Fertilizer Prices Boost Attractiveness of Phosphate Potential at Hoidas Lake
      Friday May 23, 7:00 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--May 23, 2008 -- Great Western Minerals Group Ltd. ("GWMG" or "the Company") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) is pleased to announce that with the sharp increases in the price of phosphate-based products, the Company is further evaluating the economic potential of phosphate as a byproduct at its Hoidas Lake Rare Earth Elements ("REE") property located 50 km northeast of Uranium City in northern Saskatchewan.
      ADVERTISEMENT


      One of the main rare-earth-bearing ore minerals is the phosphate mineral apatite, the principal ore of phosphorous used in fertilizer. Certain phosphate-based products, such as Diammonium Phosphate have sold for in excess of $1,000 per tonne, providing a solid rationale to further examine the potential of phosphate as an economic byproduct.

      Based on the data compiled for the 43-101 Resource Estimate prepared in 2007, the phosphate values range from a minimum grade of 0.05% to a maximum grade of 40.9%, with a mean or average value of 17.7%. This would add approximately $170 per tonne of gross value to the in-situ mineralization at Hoidas Lake, bringing the total in-situ gross value to approximately $700 per tonne, including the rare earth oxide value. The phosphate content will be further evaluated from the results of the recent winter drill program and in the proposed summer drilling program.

      Jim Engdahl, President and CEO of Great Western Minerals Group says, "Our focus remains on the rare earth sector, but if we have an attractive by-product potential in our deposit, we are going to exploit that to increase the potential revenue and profitability. In addition, the results from our winter drilling program will also give us a better indication of the potential phosphate resource and further refine our economic strategy moving forward."

      Engdahl adds, "We remain encouraged by the fact that we still have only drilled 1000 metres along the 10,000-metre section of known showings, and to a depth of only 300 metres. As we drill deeper, we continue to intersect new zones at depth and parallel to the original JAK structure. With the JAK Zone open along strike and to depth, this still leaves tremendous potential for the rest of the property, not only for REE, but for the phosphate as well. We look forward to our planned summer drill program further increasing this potential."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, aluminum, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 26.05.08 09:28:01
      Beitrag Nr. 236 ()
      Antwort auf Beitrag Nr.: 34.168.671 von 4now am 25.05.08 22:18:35nachdem nd und pr letzte woche stark gefallen sind scheint eine erholung zu kommen. Lanthanum und Cerium gehen weiter hoch.


      Pr-Nd prices set to rebound
      Strong demand drives La/Ce prices up
      von Metal-pages
      Avatar
      schrieb am 26.05.08 11:16:41
      Beitrag Nr. 237 ()
      Antwort auf Beitrag Nr.: 34.169.722 von 4now am 26.05.08 09:28:01Company mines potential
      Great Western Minerals looks to exploit phosphate selling at record numbers
      Murray Lyons, The StarPhoenix
      Published: Saturday, May 24, 2008
      One of the reasons Potash Corp. of Saskatchewan, Inc. is firing on all cylinders is that all three of the fertilizer nutrients it produces and sells are at record numbers, including phosphate produced by PotashCorp in Florida.

      The high price for phosphate has a Saskatoon junior mining company thinking its rare earth oxides at Hoidas Lake aren't the only thing that might make the remote mineral deposit more financially feasible.

      The question for Great Western Minerals Group is whether the tonnes of phosphate ore that surround some of its rare earth elements could ever be brought south at a reasonable price.

      In its most recent 10-Q filing to the U.S. Securities and Exchange Commission for first-quarter operations, PotashCorp reported the price it received for standard phosphate fertilizer had reached $660 a tonne, which is 134 per cent more than what fertilizer-grade phosphate was fetching in the first part of 2007.

      Those kinds of price increases could greatly affect the economics of the Hoidas Lake deposit, said Jim Engdahl, president and CEO of the company in a press release issued Friday.

      "Our focus remains on the rare earth sector, but if we have an attractive byproduct potential in our deposit, we are going to exploit that to increase the potential revenue and profitability," Engdahl said. "In addition, the results from our winter drilling program will also give us a better indication of the potential phosphate resource and further refine our economic strategy."

      According to the press release, the resource estimates done on Hoidas Lake for the purposes of rare earth extraction note that some parts of the ore body containing rare earth elements have phosphate levels that range from 0.05 per cent to 40.9 per cent phosphate. The average phosphate percentage of the ore found so far is 17 per cent, Great Western reports.

      The catch is Great Western's Hoidas Lake property is almost in the Northwest Territories, 50 kilometres north by air from Uranium City.

      There is no permanent road connection to the historic mining town of Uranium City, although the community is served by barge traffic in the summer which could connect to the road network in Saskatchewan at Stony Rapids or down the Athabasca River to Fort McMurray, Alta.

      Great Western Minerals, for the past decade, has pursued development of a rare earth deposit that could feed the growing demand for these elements, which occupy the upper numbers of the periodic table. Rare earth elements are increasingly sought by high-tech industries for electronic devices such as flat panel TV screen coatings, but are also needed in great quantity by the automotive industry as alloys within electric motors and the type of batteries needed in a hybrid car.

      Great Western states it plans to continue drilling its property this summer to establish a greater resource estimate as it moves toward doing a feasibility study on the economics of its property.

      mlyons@sp.canwest.com
      Avatar
      schrieb am 26.05.08 11:21:03
      Beitrag Nr. 238 ()
      Antwort auf Beitrag Nr.: 34.170.516 von 4now am 26.05.08 11:16:41May 26, 2008


      Baotou Steel neodymium output reaches 5,000 tonnes
      It is reported that with the completion of Baotou Ruixin Rare Earth Metal Materials Company 2000 tonnes of metal neodymium production line, the annual output of metal neodymium of Baotou Steel has reached 5,000 tonnes accounting for one third share of Chinese output.

      Neodymium is the main raw material of new functional material NdFeB. With the development of world’s high tech industry, the demand of NdFeB is greatly increasing, the market growth rate reaches about 30%, it stimulated the production of metal neodymium. However, because of the technical reasons, at present, many metal neodymium production enterprises in China are small in scale, high energy consumption, and also brought many environmental problems.

      Baotou Ruixin Rare Earth Metal Material Company is a joint stock enterprise of Baotou Steel Rare Earth, with large scale RE molten salt electrolysis key technology and complete sets of equipment, independent intellectual property rights. In 2002, the company relied on this technology, built the Chinese first large metal neodymium production line. The production capacity of the company reached to 3,000 tonnes from the 500 tonnes in the beginning, in the second half year of 2007, its production capacity expanded to 5,000 tonnes.
      Avatar
      schrieb am 26.05.08 16:31:34
      Beitrag Nr. 239 ()
      Antwort auf Beitrag Nr.: 34.170.545 von 4now am 26.05.08 11:21:03"das selbe" vom northern miner

      The Northern Miner, 5/23/2008

      Great Western Minerals may develop phosphate as byproduct at Hoidas Lake

      Hoping to cash in on spiking fertilizer prices, Great Western Minerals Group (GWM-V) is evaluating whether to develop phosphate as a byproduct at its Hoidas Lake rare earth elements property in northern Saskatchewan.

      One of the main rare-earth-bearing ore minerals is the phosphate mineral apatite, the principal ore of phosphorous used in fertilizer.

      Certain phosphate-based products, such as diammonium phosphate, have sold for more than $1,000 per tonne. In the first quarter of last year, prices averaged about $250 a ton.

      "We actually looked at this a few years ago when we were first looking at Hoidas Lake but at the time phosphate prices were in the $200-$300 per tonne range so it wouldn't have been economic but that situation has changed dramatically with both phosphate and potash so it has become an economic consideration now," says Great Western Minerals' executive chairman, Gary Billingsley.

      Phosphate values at Hoidas Lake range from a minimum grade of 0.05% to a maximum grade of 40.9%, with a mean or average value of 17.7%, according to the company's 2007 National Instrument 43-101 resource estimate.

      Great Western is now completing a preliminary economic assessment report on Hoidas Lake and hopes to have the final process design in place by late this summer. By the end of the fall it hopes to run about 15 tonnes of material it has prepared through its pilot plant.

      "If we can make concentrate that is valuable enough to ship down to Saskatoon for processing that's a huge step for us," Billingsley says. The concentrate would then be processed for both phosphate and rare earth elements.

      Great Western plans to further evaluate the phosphate content of its Hoidas Lake project, 50 km northeast of Uranium City, from the drill results of its winter program and from its upcoming summer drill program.

      Over the last year fertilizer producers have become the darlings of Wall Street. Minnesota-based Mosaic Co. (MOS-N), the world's largest phosphate producer, has seen its stock surge to US$118 per share today from an average of U$32 last year. CF Industries (CF-N), another phosphate producer, has watched its fortunes soar from US$43 per share last year to about US$126 today.

      With fears of world food shortages and sky-high energy prices, fertilizer prices are likely to climb even higher.

      China recently announced that it would hike tariffs on exports of fertilizers and raw materials by between 100% and 135% between April 20 and September 20. Xinhua, the Chinese news agency, quoting the Ministry of Finance, reported that it is the second time this year that China has raised the duty on fertilizer exports.

      China is the world's largest exporter of urea, a nitrogen product. With fertilizer in such high demand globally, China wants to keep more of it for domestic use.

      Prices for potash and other fertilizers were flat for 15 years and rose gradually this decade before spiking sharply starting in late 2006.

      Great Western is currently trading at about 20¢ a share.

      It has a 52-week trading range of 17.5¢-42¢ and has 112.3 million shares outstanding.

      In addition to its exploration projects, Great Western is developing a vertically integrated business model through its Michigan-based subsidiary, Great Western Technologies, which produces specialty alloys for use in the battery, magnet and aerospace industries. These alloys include those containing copper, aluminum, nickel, cobalt and rare earth elements.
      Avatar
      schrieb am 27.05.08 09:30:58
      Beitrag Nr. 240 ()
      Antwort auf Beitrag Nr.: 34.172.727 von 4now am 26.05.08 16:31:34Rare earth plants halt production in Baotou.
      und Pr und Nd erreichen ihren Wendepunkt
      PrNd mischmetal reaches inflexion point
      Avatar
      schrieb am 28.05.08 10:56:26
      Beitrag Nr. 241 ()
      Antwort auf Beitrag Nr.: 34.176.582 von 4now am 27.05.08 09:30:58viele meinen daß der Markt für REE durch Hybrid Autos gar nicht so stark profitieren wird, weil ja Lithium Batterien die Zukunft wären. Erstens ist das nicht so wie man aus dem unten angehängten Artikel ableiten kann und zweits werden die REE nicht nur für die Batterien benötigt.


      There is a lithium ion battery technology which works well at small to medium scale; it is the currently mass produced lithium-cobalt-ion battery, which is used, in a rechargeable form, as the battery in laptop computers and other portable devices requiring a steady drain at a fixed voltage over as long a period of time as possible. It is probably the case that the widespread acceptance and sales of laptop computers have been due, in large part, to the improved battery powered operating life offered by the lithium-cobalt-ion rechargeable system as opposed to the previous systems based on either nickel cadmium or nickel metal hydride systems, both of which worked, but both of which had shorter use times between necessary recharging cycles, and lower operating voltages, and were hindered by the necessity of not allowing them to be discharged below a certain level. The lithium-cobalt-ion has some of the same limitations especially with regard to a baseline below which a discharge may not go without permanent damage to the battery and limited temperature ranges for efficient, or safe, operation, but innovations in built in computer management of these issues has now resulted in the realization of routine practical performance superior to that of its predecessor technologies.

      Unfortunately, as anyone who reads the papers knows, lithium-cobalt-ion batteries have a known tendency to overheat, and, it has been shown, that they can catch fire. Therefore it has not been possible for car makers to simply ask lithium-cobalt-ion battery makers to scale them up to a size and power level necessary for the operation of a mass produced electric or hybrid vehicle, which would require the mass production of a battery the safety, or reliability, or both of which is at question. Thus all of the makers of mass produced hybrid vehicles continue to produce and rely upon the safety of nickel metal hydride batteries while telling us that they will ‘soon’ produce electric or hybrid vehicles of greater range and better performance by utilizing a ‘so far un-named,’ or, at best, an undetermined, safe and reliable lithium-ion battery technology.

      All of the mass production car companies that have pronounced on the matter have adopted the following strategy to achieve a ‘next generation’ hybrid and/or an electric car: Each one of the OEMs has chosen one or more lithium-ion battery technology development companies, usually a start up based on a particular non cobalt technology or a technology using a solid rather than a liquid electrolyte, frequently delivered as a polymer ‘film.’

      The OEMs have paired these companies with an existing supplier of mass produced batteries and charged the existing battery mass producer with the task of determining when and how to bring the particular lithium ion battery technology to them as a mass produced safe and reliable component. Note well that no one in the world has yet to make a lithium battery technology of any kind that is suitable for operating a vehicle which can be mass-produced economically, and outperform a vehicle equipped with the nickel metal hydride batteries which are today routinely mass-produced by several Japanese and Chinese manufacturers.

      Toyota has stepped back from its original announced intent to introduce a next generation Prius with a ‘lithium battery; Honda has announced that it will introduce its Prius fighter small hybrid with a nickel metal hydride battery pack, because, Honda’s CEO has stated, “The lithium battery is not ready for mass production.”

      http://www.resourceinvestor.com/pebble.asp?relid=43021
      Avatar
      schrieb am 28.05.08 11:20:46
      Beitrag Nr. 242 ()
      Antwort auf Beitrag Nr.: 34.185.644 von 4now am 28.05.08 10:56:26Wo ist denn in dem Artikel die Rede von REE?

      Cobalt ist kein REE.
      Avatar
      schrieb am 28.05.08 12:29:17
      Beitrag Nr. 243 ()
      Antwort auf Beitrag Nr.: 34.185.850 von Fruehrentner am 28.05.08 11:20:46es ist die Rede von nickel metal hybride batterien diese enthalten REE. Manche meinten in den letzten Monaten daß die Lithium Batterien diese NiMH Batterien ersetzen werden und daher der REE Bedarf in Folge der Hybridautos nicht so groß sein wird weil sie dann nur für die Magnete in den Elektromotoren, Bremssystem,... benötigt würden.
      Aber nicht nur Honda sondern auch Toyota gehen wieder Richtung NiMH. Dies liegt daran daß bereits ab 2010 die Hybridproduktion
      massivst ausgeweitet wird und bis dahin keine Lithium Lösung zu erwarten ist.

      Für GWG Anleger ist das sowieso ein Randthema weil die viel breiter aufgestellt sind. Siehe die letzte Unternehmenspräsentation.
      http://www.gwmg.ca/pdf/gwmg-presentation-april-2008.pdf

      +gruß 4now
      Avatar
      schrieb am 28.05.08 12:35:22
      Beitrag Nr. 244 ()
      Antwort auf Beitrag Nr.: 34.185.850 von Fruehrentner am 28.05.08 11:20:46The "metal" M in the negative electrode of a NiMH battery is actually an intermetallic compound. Many different compounds have been developed for this application, but those in current use fall into two classes. The most common is AB5, where A is a rare earth mixture of lanthanum, cerium, neodymium, praseodymium and B is nickel, cobalt, manganese, and/or aluminium.
      Avatar
      schrieb am 28.05.08 13:04:25
      Beitrag Nr. 245 ()
      Antwort auf Beitrag Nr.: 34.186.446 von 4now am 28.05.08 12:29:17ok, danke für die Aufklärung. :)
      Avatar
      schrieb am 29.05.08 11:54:26
      Beitrag Nr. 246 ()
      Antwort auf Beitrag Nr.: 34.186.695 von Fruehrentner am 28.05.08 13:04:25 REE News

      Wednesday 28 May 2008
      Question mark hangs over Chinese rare earth production
      BEIJING (Metal-Pages)28-May-08 Ganzhou Rare Earth Mining Co. is proposing to stop supplying rare earth concentrates to the local smelters in the next month in a bid to push up prices, trade sources said.
      The Ganshou-based company is also urging downstream operators using separating smelters to suspend operations in the coming weeks to try to perk up the sluggish rare earth market.

      But some Jiangxi-based producers said on Wednesday that they are still producing normally and are uncertain whether or when to stop output.

      After a period of softening prices in southern China, the rare earth market has been relatively stable recently.
      Whilst praseodymium/neodymium oxide prices have moved up to Rmb 145,000/tonne-Rmb150,000/tonne ($24,062/tonne-$24,892/tonne) from the Rmb 140,000-142,000/tones ($20,168/tonne-$20,451/tonne) seen earlier last week,
      many producers expect prices to continue on an upward curve in the coming days.

      But some industry sources suggest it is hard to tell whether other southern producers share the same view as Ganzhou Rare Earth Mining.

      At the same time, in the market there are larger domestic stocks especially those of praseodymium/neodymium, which may also significantly influence future prices.

      In the meantime, as previously reported by Metal-Pages, in northern China Rare Earth Hi-tech has said it will suspend the raw material supply next month, something consumers confirm.

      ----------

      Producers hold back Nd oxide on price revival expectations
      BEIJING(Metal-Pages)28-May-08 Chinese rare earth producers have been tempted to raise prices over the past few days, amid expectations of a market revival as some southern and northern Chinese producers prepare to suspend deliveries.

      Prices for 99% min neodymium oxide fell to Rmb 162,000/tonne-165,000/tonne ($23,332/tonne -23,763/tonne) in the past week, while for the time being, though suppliers have increased prices to Rmb 170,000/tonne($24,481)-175,000/tonne($25,201).

      The development was confirmed by one Baotou-based supplier.

      “The current price for neodymium oxide is Rmb 175,000/tonne, and we will not accept less than Rmb 170,000/tone” said an executive of the company, conceding it has closed few deals recently.

      The same source said last week that it sold some neodymium oxide at Rmb 165,000/tonne.
      But many suppliers in Baotou are current holding back with prices expected to rise in the coming weeks.

      A Jiangxi-based producer also reported offering Rmb 165,000/tonne for the oxide, up from Rmb 162,000-163,000/tonne ($23,332/tonne-23,474/tonne) last week.


      -----------------------

      Chinese lanthanum prices get a boost

      BEIJING(Metal-Pages) 29-May-08. The decision by the major Chinese producer Baogang to suspend rare earth separation and concentrate sales next month, is expected to boost prices of many rare earth products, including lamnthanum, in the near future.

      Market sources in China told Metal-Pages that prices of 99% min lanthanum oxide have increased to about Rmb 34,000-35,000/tonne ($5,642-5,808/tonne), and higher levels of Rmb 37,000-38,000/tonne have also been reported recently.

      A Baotou-based smelter was one of the sources reporting a price increase. “Right now it would be difficult to get the oxide at about Rmb 32,000-33,000/tonne, and most suppliers have lifted up values to around Rmb 35,000-36,000/tonne,” said an executive of the northern smelter.

      “As Baogang will not supply rare earth concentrates next month, smelters will have no raw material to maintain normal production. As a consequence the pricing level is expected to continue going up in the coming weeks due the shortage of domestic supply,” suggested the executive.

      In the meantime, sources revealed that a major supplier has increased its price for the oxide to Rmb 42,000/tonne, supported by the anticipated general price rise in the market in the near future.

      Some suppliers have also lifted up prices of 99% min lanthanum metal to around Rmb 65,000-66,000/tonne, and some business was also reported concluded recently at about Rmb 68,000/tonne. The more bullish suppliers are quoting as high as Rmb 70,000/tonne for the metal right now.

      ------------

      Baogang to suspend new rare earth concentrate supplies
      BEIJING (Metal-Pages) 29-May-08 Baotou Iron & Steel (Group) Co., Ltd (Baogang) says it will suspend supplies of rare earth concentrates from new production in a bid to stabilize rare earth prices and maintain long-term profits in the sector.

      Baogang intends to halt production of separated rare earth products in the next month, but its rare earth mill run, metals and subsidiary companies will produce rare earth metals, europium oxide, rare earth polishing powder, cerium carbonate and some other products.

      The suspension will reduce the company’s output for separated rare earth products by about 1,400 tonnes.

      Baogang says it will offset some of the reduction in the second half of the year and continue to sell existing stocks after trade sources revealed it is currently holding enough supplies to match demand for the coming weeks.

      Ganzhou Rare Earth Mining Co. has already said it is proposing to stop supplying rare earth concentrates to the local smelters in the next month in a bid to push up prices, trade.

      The Ganshou-based company is also urging downstream operators using separating smelters to suspend operations in the coming weeks to try to perk up the sluggish rare earth market.

      But some Jiangxi-based producers said on Wednesday that they are still producing normally and are uncertain whether or when to stop output.
      Avatar
      schrieb am 29.05.08 12:24:12
      Beitrag Nr. 247 ()
      Antwort auf Beitrag Nr.: 34.194.648 von 4now am 29.05.08 11:54:26danke für die interessanten artikel!

      dass die chinesen so tricksen müssen, um die preise hochzuhalten, hinterlässt doch ein eher ungutes gefühl.

      gruß
      Avatar
      schrieb am 29.05.08 13:05:00
      Beitrag Nr. 248 ()
      Antwort auf Beitrag Nr.: 34.194.979 von tyrionfg am 29.05.08 12:24:12tricksen ?
      Also in Sichuan waren die Plants bereits vor den Erdbeben nicht in Produktion weil sie staatliche Qualitätskontrollen hatten um
      spätestens 2010 auf die Konkurrenz durch Lynas vorbereitet zu sein.
      Statt im Juni wieder anzulaufen erfolgt dies nun 2 monate später.
      Sichuan produziert 25000t/y REO

      Es ist das erklärte Ziel der Chinesen den Markt zu kontrollieren.

      07-Sep-2006
      ....Lin outlined his plans for increasing efficiency and environmental protection, which would include speeding up the take-up of latest technology as China looks to remain competitive internationally. This is likely to become more of an issue as Australian firm Lynas Corporation advances its Mount Weld project in Western Australia - the richest known rare earths deposit in the world.

      “By 2010, application volume of rare earths in Baogang will be doubled - at least - and the power consumption by unit product will be reduced 10% or more,” said Lin. “Market share of rare earth concentrates will be increased to 70% from current 50%. The proportion of rare earth smelted products will approach 40% of the total domestic production, from the current 20%. Output of individual rare earth compounds will reach 40,000 tons per year, representing over 50% of the domestic total.”

      A clean bake process for decomposing rare earth concentrate with concentrated sulphuric acid at a low temperature will be introduced.

      “Rationalization in the Baogang rare earth industry will be realised by merging, purchasing or forming strategic partnership with other enterprises,” Lin explained. “These are basic requirements of Baogang to control the rare earth resources and master the market trend of Baotou. When the rationalisation is achieved, the output of rare earth concentrate in Baogang will approach 140,000 tons, the separation capacity of rare earths will be over 50,000 tons (REO). The yield of RE metals and polishing powders will reach 14,000 tons.”
      Avatar
      schrieb am 30.05.08 11:32:32
      Beitrag Nr. 249 ()
      Antwort auf Beitrag Nr.: 34.195.356 von 4now am 29.05.08 13:05:001.NiMH Batterien werden vorerst nicht von Lithium verdrängt
      2.Wo die REE für die explodierende NiMH Produktion herkommen sollen ist nachwievor ungeklärt.
      Jack Lifton hält ein direktinvest der Autobauer bei den Minenbetreibern für möglich.

      http://www.resourceinvestor.com/pebble.asp?relid=43162
      Avatar
      schrieb am 30.05.08 14:11:02
      Beitrag Nr. 250 ()
      Antwort auf Beitrag Nr.: 34.203.347 von 4now am 30.05.08 11:32:32Rare earth weekly roundup — La looking up, Baogang flexes its muscles
      BEIJING (Metal-Pages) 30-May-08. The decision by the major Chinese producer Baogang to suspend rare earth separation and concentrate sales next month, is expected to boost prices of many rare earth products, including lanthanum, in the near future.

      Baogang (Baotou Iron & Steel (Group) Co., Ltd) said this week it will suspend supplies of rare earth concentrates from new production in a bid to stabilise rare earth prices and maintain long-term profits in the sector.

      Baogang intends to halt production of separated rare earth products in the next month, but its rare earth mill run, metals and subsidiary companies will produce rare earth metals, europium oxide, rare earth polishing powder, cerium carbonate and some other products.

      The suspension will reduce the company’s output for separated rare earth products by about 1,400 tonnes. The producer has built up enough stocks to keep up its commitments to customers in the coming weeks, and expects to make up some of the production shortfall in the second half of the year.

      The move is part of an increasing trend for Chinese producers to adjust their production in response to the market, where they are having a stronger sway. Another producer Ganzhou Rare Earth Mining Co. has already said it is proposing to stop supplying rare earth concentrates to the local smelters in the next month, also in a bid to push up prices and stimulate the trade.

      The Ganzhou-based company is also urging downstream operators using separating smelters to suspend operations in the coming weeks to try to perk up the sluggish rare earth market. Some Jiangxi-based producers said this week that they are still producing normally, but are debating whether or when to stop output. Another factor in the market is the decision by Rare Earth Hi-tech to also halt shipments of raw materials to local rare earth smelters starting from next month — motivated by the government's clampdown on industrial pollution ahead of the Beijing Olympics later this summer.

      An already major force in the mining and metals sector, and China's biggest iron and steel group, Baogang this month became by far China's largest producer of neodymium metal, as a newly commissioned expansion brought its capacity to 5,000 tpy or one-third of the country's total.

      The 2,000 tpy expansion for the rare earth metal's production at its subsidiary, Baotou Ruixin Rare Earth Metal Materials Co. Ltd, started operating last week.

      LANTHANUM

      Baogang's move to reduce its output and sell down stocks is expected to propel lanthanum prices higher in what is already a rising market.

      “As Baogang will not supply rare earth concentrates next month, smelters will have no raw material to maintain normal production," an executive of a smelter in northern China told Metal-Pages. "As a consequence the pricing level is expected to continue going up in the coming weeks due the shortage of domestic supply," said the producer, who added that it would now be difficult to get oxide at Rmb 32,000-33,000/tonne, and most suppliers are asking Rmb 35,000-36,000/tonne.

      According to market sources, 99% min lanthanum oxide in China is now generally trading in the range of Rmb 34,000-35,000/tonne ($5,642-5,808/tonne), but some business was recently reported at higher levels of Rmb 37,000-38,000/tonne.

      A major supplier has increased its price for the oxide to Rmb 42,000/tonne in anticipation of a general price rise in the market in the near future.

      Some suppliers have also lifted up prices of 99% min lanthanum metal to around Rmb 65,000-66,000/tonne, and some business was also reported concluded recently at about Rmb 68,000/tonne. The more bullish suppliers are now quoting as high as Rmb 70,000/tonne for the metal.

      LANTHANUM/CERIUM

      Meanwhile prices of lanthanum/cerium have continued to firm up in China, driven by strong consumption, with lanthanum/cerium chloride (La 35%, Ce 65%) reported trading at Rmb 6,500-6,800/tonne, in comparison with Rmb 6,000-6,500/tonne seen a few weeks ago.
      A Baotou-based supplier, who confirmed the price rise, said, “At present it is difficult to get the chloride at Rmb 6,500/tonne, and most suppliers have increased their offer prices to about Rmb 6,700-6,800/tonne.” The source reported having received a good number of enquiries and said that many buyers are willing to accept a pricing level between Rmb 6,600-6,800/tonne.

      "We purchased at Rmb 6,200/tonne for the chloride over the past weeks, but prices about Rmb 6,500-6,600/tonne are becoming acceptable now for suppliers with long-term relationship and prices for most transactions have moved up to Rmb 6,800/tonne,” said an official of a Huhhot-based smelter.

      According to the source, his company has also increased their prices for lanthanum/cerium mischmetal (La 35%, Ce 65%) to around Rmb 33,000/tonne from Rmb 30,000-31,000/tonne, while lower levels of about Rmb 30,000/tonne are also visible in the market.

      In the meantime, the decision by northern producer Rare earth Hi-tech to suspend sales of concentrates from next month is expected to give lanthanum/cerium prices another boost. The company said its decision to halt shipments of the raw material to local smelters was motivated by the government's drive to reduce industrial output and air pollution in the vicinity of Beijing in the run up to the Olympic Games in August.

      NEODYMIUM

      Some neodymium oxide producers in both southern and northern China are also mulling plans to suspend their deliveries, in a bid to halt the current downward spiral in prices.

      Prices for 99% min neodymium oxide fell to Rmb 162,000/tonne-165,000/tonne ($23,332/tonne -23,763/tonne) in the past week.

      However some suppliers suppliers have increased their offers to Rmb 170,000/tonne($24,481)-175,000/tonne($25,201), and are tempted to hold on to their stocks rather than sell at a loss.

      Many suppliers in Baotou are current holding onto their material in anticipation of prices recovering in the coming weeks.

      PRAESODYMIUM/NEODYMIUM

      As mentioned earlier, some producers, especially in Ganzhou, have been tempted to stop production and hold back from the market in an attempt to stop the slide in prices. Both Ganzhou Rare Earth Mining Co in the south and Rare Earth Hi-tech in the north said they will stop supplying concentrates to their local smelters next month.

      This has had a stabilising effect on the rare earth market over the past week, following a period of softening prices particularly in southern China.

      Praseodymium/neodymium oxide prices have moved up to Rmb 145,000/tonne-Rmb150,000/tonne ($24,062/tonne-$24,892/tonne) from the Rmb 140,000-142,000/tones ($20,168/tonne-$20,451/tonne) seen earlier last week. Many producers expect prices to follow an upward track in the coming days, although large domestic stocks of praseodymium/neodymium still hang over the market and it is uncertain whether other producers will follow in Ganzhou Rare Earth Mining Co's footsteps and reduce output and sales.

      TERBIUM

      Weak consumption coupled with sufficient domestic supply has continued to depress terbium prices in China.

      Market sources this week reported prices for 99% min rare earth oxide in the range of Rmb 3,800-3,850/kg(US$686-695/kg), compared with numbers either side of Rmb 3,900/kg achieved last week.

      “Right now prices for the oxide are either side of Rmb 3,800/kg, compared to a range of Rmb 3,900-3,950/kg seen one week ago,” said a producer in Jianxi.

      The source also cited the recent drop in the price of medium yttrium and rich europium rare earth concentrates in southern China as one of factors undermining the price of terbium oxide. Prices of the rare earth concentrates were recently lowered to Rmb 71,000-72,000/tonne due to oversupply in southern China.


      Ce Metal 99% min FOB China 8.9 - 9.2 $/kg 8.9 - 9.2 $/kg
      Ce Oxide 99% min FOB China 4450 - 4550 $/mt 4050 - 4150 $/mt
      Dy Metal 99% min FOB China 153 - 158 $/kg 153 - 158 $/kg
      Dy Oxide 99% min FOB China 115 - 120 $/kg 115 - 120 $/kg
      Eu Metal 99% min FOB China 790 - 820 $/kg 790 - 820 $/kg
      Eu Oxide 99.9% min FOB China 470 - 490 $/kg 470 - 490 $/kg
      Gd Metal 99% min FOB China 27.5 - 28 $/kg 27.5 - 28 $/kg
      Gd Oxide 99% min FOB China 10000 - 10500 $/mt 10000 - 10500 $/mt
      La Metal 99% min FOB China 13 - 13.5 $/kg 12.8 – 13.3 $/kg
      La Oxide 99% min FOB China 8700 - 9200 $/mt 8500 - 9000 $/mt
      Mischmetal La 35% Ce 65% FOB China 8.1 – 8.6 $/kg 8.1 – 8.6$/kg
      Mischmetal low Zn and Mg FOB China 14.9 -15.4 $/kg 14.9-15.4 $/kg
      Nd Metal 99% min FOB China 41 – 42.5 $/kg 41 – 42.5 $/kg
      Nd Oxide 99% min FOB China 31000 - 31500 $/mt 32000 -32500 $/mt
      Pr Metal 99% min FOB China 41.5 – 42 $/kg 42-42.5 $/kg
      Pr Oxide 99% min FOB China 30800 - 31300 $/mt 31800-32300 $/mt
      Pr-Nd Metal 99% min FOB China 39 – 40 $/kg 39-40$/kg
      Pr-Nd Oxide 99% min FOB China 27000 - 27500 $/mt 28000 -28500 $/mt
      Sm Metal 99% min FOB China 21.5 - 22 $/kg 21.5 - 22 $/kg
      Sm Oxide 99% min FOB China 4.25 - 4.75 $/kg 4.25 - 4.75 $/kg
      Tb Metal 99% min FOB China 900 - 920 $/kg 900 - 920 $/kg
      Tb Oxide 99% min FOB China 720 - 740 $/kg 720 - 740 $/kg
      Y Metal 99.9% min FOB China 35 - 45 $/kg 38 - 48 $/kg
      Y Metal 99.9% min FOB China 68000 - 3000 Rmb/mt 69000-74000 Rmb/mt
      Avatar
      schrieb am 30.05.08 14:34:49
      Beitrag Nr. 251 ()
      Antwort auf Beitrag Nr.: 34.204.695 von 4now am 30.05.08 14:11:02zum vorigen posting ist zu ergänzen
      die ersten preise sind die vom 29.Mai und die zweiten die von der Vorwoche.
      Überschriften auf asianmetal vom 30.Mai
      Cerium oxide price rises in Baotou
      Praseodymium oxide price stable
      Avatar
      schrieb am 31.05.08 00:11:51
      Beitrag Nr. 252 ()
      Antwort auf Beitrag Nr.: 34.204.885 von 4now am 30.05.08 14:34:49Rolls Royce - GKN announce composite materials joint venture
      LONDON (Metal-Pages) 28 -May-08. Rolls-Royce on Wednesday said it has established an £11 million ($22 million) joint venture company with GKN Aerospace to carry out research and development into the use of composite materials in aero engine fan blades.
      The U.K. companies are researching key technologies and alternative materials to boost the efficiency and environmental performance of their products.
      Rolls-Royce will fund and own 51 per cent of the venture, with GKN Aerospace taking a 49 per cent stake.
      The companies want to build upon the development of composite blade applications undertaken in the EU-funded VITAL programme and have already been working together for some time.
      They hope to combine Rolls-Royce advanced engine technologies expertise with GKN Aerospace’s composite research and automated manufacturing technology knowledge.
      “The composite technology research that this organisation will undertake is aimed at delivering light-weight and low-cost fan blades for engines for the next generation of airframe application,” said Rolls-Royce Director - Research and Technology Ric Parker.

      “We have long been a pioneer and driving force in the application of lightweight, high-performance composites to the airframe and it is one of our strategic goals to bring the benefits of composite materials to propulsion systems,” GKN Aerospace Chief Executive Officer Marcus Bryson said. “This JV represents a critical step towards achieving that goal.”
      Last week, Rolls-Royce forecast continued growth in business jet deliveries for the remainder of the decade and in an engine market worth $ 110 billion over the next 20 years, where medium and large business jets are expected to dominate in terms of aircraft and engine value.
      Rolls-Royce says 79,000 engines worth $ 110 billion will be needed over the next 20 years to meet demand for 39,000 new business jet aircraft; from very light jets to business jetliners.
      Demand is increasing from deliveries to non-USA markets and combined with new models launches, they are expected to further boost the market, the company said.
      http://www.gkn-aerospace.com/composite2.htm

      Obwohl hier nichts von Rare Earth steht zeigt es doch daß es für die Herstellung von zukünftigen Flugzeugtriebwerken neue spezielle Materialien braucht. Dadurch werden die Triebwerke leichter und belastbarer. Daß dies mit REE zu tun hat kann man von der letzten GWG Präsentation ableiten.
      http://www.gwmg.ca/pdf/gwmg-presentation-april-2008.pdf
      Auf Seite 32 sprechen sie von einem Mayor Triebwerkhersteller als Kunden. Da Rolls Royce mit GKN arbeitet dürfte es sich dabei um Pratt & Whitney oder GE handeln.
      Hergestellt werden diese Alloys mit Vacuum Induction Melting Furnaces
      "We currently use rare earth elements in the manufacture of certain specialty aerospace materials, and these elements add to the structural strength of the final alloy."

      (Der letzte Teil stammt von GWG Tochter GWTI Homepage)
      http://www.greatwesterntech.com/p-services/FAQ.php
      Avatar
      schrieb am 02.06.08 12:28:55
      Beitrag Nr. 253 ()
      Antwort auf Beitrag Nr.: 34.209.174 von 4now am 31.05.08 00:11:51Die Produktionskürzungen zur Preispflege setzen sich fort.
      Interessant wäre es wie die westliche Welt heuer zu ihrem REE
      kommt. Die Exportkürzung von ca.50000 auf 22800t heuer im Jänner
      scheint durchgezogen zu werden.

      Ganzhou stops rare earth concentrate production
      BEIJING (Metal-Pages) 02-Jun-08. Rare earth miners in Ganzhou have halted operations according to industry sources, folowing the recent announcement by the government of Ganzhou, in China's Jianxi province, that local rare earth mining will be suspended this month.

      Ganzhou is one of major production bases for medium and heavy rare earth products in China, such as dysprosium, terbium and yttrium.

      However its large output of rare earth concentrates was offset by a recent drop in prices of many rare earth products. As a result, miners in Ganzhou have decided to suspend production in June in a bid to stabilise rare earth market prices and maintain long-term profits in the sector.

      In the meantime, the separating smelters in Ganzhou are also being urged to stop or halved their productions this month, to try to push up prices.

      A Ganzhou-based smelter told Metal-Pages today that most miners in the city have halted operations. And in the past few days, the rare earth market in southern China has been relatively stable. Most market players are sitting on the sidelines and waiting for prices to rise, as expected, in the near future.

      Meanwhile, as Metal-Pages reported last week, leading producer Baogang has stopped suppliers of rare earth concentrates from new production in order to perk up the sluggish rare earth market.
      Avatar
      schrieb am 02.06.08 13:46:27
      Beitrag Nr. 254 ()
      Antwort auf Beitrag Nr.: 34.216.831 von 4now am 02.06.08 12:28:55Pr/Nd oxide prices stabilise in China

      BEIJING(Metal-Pages) 02-Jun-08. Prices for praseodymium/neodymium oxide have been relatively steady in China in the past days, although many market sources are expecting these to rise, on the back of the production stoppages recently announced by producers in both southern and northern regions.

      Chinese market players told Metal-Pages that 99% rare earth oxide, at the moment, is still trading at about Rmb 150,000/tonne ($24,924/tonne), similar to last week's levels. And sources in southern China reported that prices there are still in the region of Rmb 145,000-150,000/tonne right now.

      A Baotou-based supplier confirmed that the market has found a stable price range. “Current prices for the rare earth oxide have stabilised at around Rmb 150,000/tonne, unchanged over the recent days,” said a company executive.

      “Although many suppliers forecast that the pricing level is likely to move up in the near future as Baogang has stopped supplies of rare earth concentrates to its consumers, yet prices are currently stable,” said an official of another Baotou-based producer, who suggested that sluggish demand is one of factors keeping prices range-bound.

      In the meantime, a Jiangxi-based smelter reported that it is also offering Rmb 150,000/tonne for its oxide, while in late May it concluded some sales at about Rmb 140,000-145,000/tonne. “Consumption has remained weak, buyers are still sitting back right now,” complained the source, although he added that prices should start moving up in the next few days due to reduced supply from local producers.
      Avatar
      schrieb am 03.06.08 14:44:21
      Beitrag Nr. 255 ()
      Antwort auf Beitrag Nr.: 34.217.514 von 4now am 02.06.08 13:46:27Great Western Minerals and CanAlaska to Explore High Grade Rare Earth Element Discovery in Manitoba
      Tuesday June 3, 8:00 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jun 3, 2008 -- Great Western Minerals Group Ltd. ("GWMG") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) and CanAlaska Uranium Limited ("CanAlaska") (CDNX:CVV.V - News)(OTC BB:CVVUF.OB - News)(Frankfurt:DH7.F - News) are pleased to announce that GWMG has entered into a C$6 Million option agreement whereby GWMG can acquire up to a 51% interest in CanAlaska's Misty Project near Lac Brochet in northwestern Manitoba. The agreement is subject to regulatory approval.
      ADVERTISEMENT


      The Project, with an area of 53,080 hectares, is underlain by Wollaston Group metasedimentary rocks and granitic rocks. Rare Earth Elements ("REE") mineralization was discovered by CanAlaska exploration teams during the reconnaissance sampling program in the search for uranium mineralization. On March 11, 2008, CanAlaska reported REE assay results up to 10.4% REE from samples collected during this program. Most of the samples are from outcrop over an area of one square kilometre and are dominantly described as granite, with some samples described as metasedimentary rocks. The samples lie within and along the margins of a magnetic high which CanAlaska believes is related to this very high grade rare earth mineralization.

      Under the terms of the agreement, GWMG will pay to CanAlaska a total cash payment of $100,000 with $10,000 payable on execution date of the agreement, $10,000 on each of the first four anniversary dates, and $50,000 payable on the fifth anniversary of the execution date. In addition to the cash payments, GWMG will issue to CanAlaska a total of 200,000 shares of GWMG with 100,000 to be issued on the execution date of the agreement and the remaining 100,000 shares to be issued on the first anniversary.

      During the course of the agreement period, GWMG will be required to perform a total of $6,000,000 of exploration work, with a total of $450,000 during the first four years of the agreement, a further $2,550,000 on or prior to the fifth anniversary date, and a further $3,000,000 on or before the 6th anniversary date. Upon completion of the required payments and exploration expenditures, GWG will have earned a 51% interest in the property.

      Upon receipt of the necessary permits and approvals, GWMG will begin its preliminary exploration activities on this project, including geological mapping, prospecting, and ground geophysics, to establish drill targets for further exploration. As part of its community awareness program, GWMG will also meet with the First Nations communities in the region to introduce the Company and present its exploration program for the area.

      Jim Engdahl, President and CEO of Great Western Minerals Group said "This is another great opportunity for Great Western Minerals as well as for CanAlaska. The preliminary data that we have reviewed is very encouraging. As well, the property is easily accessible with good winter road access to Lac Brochet from the railhead at Lynn Lake, Manitoba. Lac Brochet has an airport with daily scheduled flights from a number of other communities. Engdahl adds, "This JV opportunity reinforces our long term strategy of becoming one of the leading, fully integrated rare earth companies outside of China. Properties with this potential may very well be the solution to help the world deal with the impending shortage of these critical elements."

      Peter Dasler, P.Geo, President and CEO of CanAlaska Uranium Ltd. said "Our exploration efforts for uranium have identified REE mineralization in many areas never previously explored. The Misty Project contains some of the highest rare earth values we have identified in our exploration work. This new zone of REE is well outside the uranium mineralized zones, but is strongly associated with thorium mineralization. We are pleased to be able to work with Great Western Minerals to understand further the nature and importance of this target area, and to understand more about rare earth mineral deposits for our mutual benefit."

      John Pearson (MSc., P.Geo), Vice President Exploration for Great Western Minerals Group is the Qualified Person responsible for reviewing the contents of this release.

      CANALASKA URANIUM LTD. (CDNX:CVV.V - News)(OTC BB:CVVUF.OB - News)(Frankfurt:DH7.F - News) is undertaking uranium exploration in nineteen 100%-owned and two optioned uranium projects in Canada's Athabasca Basin. Since September 2004, the Company has aggressively acquired one of the largest land positions in the region, comprising over 2,500,000 acres (10,117 sq. km or 3,906 sq. miles). To-date, CanAlaska has expended over Cdn$40 million exploring its properties and has delineated multiple uranium targets. The Company's geological expertise and high exploration profile has attracted the attention of major international strategic partners. Among others, Mitsubishi Development Pty., a subsidiary of Japanese conglomerate Mitsubishi Corporation, has undertaken to provide CanAlaska C$11 mil. in exploration funding for its West McArthur Project. Exploration of CanAlaska's Cree East Project is also progressing under a C$19 mil. joint venture with a consortium of Korean companies led by Hanwha Corporation, and comprising Korea Electric Power Corp., Korea Resources Corp. and SK Energy Co, Ltd.

      GREAT WESTERN MINERALS GROUP LTD. (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) is a Canadian based company exploring for, and developing, strategic metal resources primarily in North America. The Company holds 100% interest in a 10,188 hectare advanced Rare Earth Elements property in Northern Saskatchewan, and a 25% interest in a 17,094 hectare mineral sands Rare Earth Elements property in Utah. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, aluminum, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President

      Cautionary Statement on Forward-Looking Information: The statements made in this News Release may contain certain forward-looking statements. Actual events or results may differ from the Company's expectations. Certain risk factors may also affect the actual results achieved by the Company.

      CUSIP: 39141Y 10 3
      Avatar
      schrieb am 03.06.08 15:06:12
      Beitrag Nr. 256 ()
      hi@all, das ist doch ein echtes hilight, mal sehen was die kanadier heute draus machen, obwohl der kurs hat gestern schon schön angezogen, da waren einige schon wieder früher informiert, aber was soll's, stay long!!
      Avatar
      schrieb am 03.06.08 15:26:55
      Beitrag Nr. 257 ()
      Antwort auf Beitrag Nr.: 34.226.866 von nicolani am 03.06.08 15:06:12Daten zum neuen projekt
      http://www.canalaska.com/i/maps/031108CVV_MapNEWollaston.pdf

      Lage
      Avatar
      schrieb am 03.06.08 15:40:23
      Beitrag Nr. 258 ()
      Antwort auf Beitrag Nr.: 34.217.514 von 4now am 02.06.08 13:46:27La/Ce prices on the upward track

      BEIJING (Metal-Pages) 03-Jun-08. Prices for lanthanum/cerium have been firming up in China, supported by strong consumer demand, and the market is expecting the upward momentum to continue in the coming weeks.

      Market sources reported to Metal-Pages that many suppliers have raised their prices for lanthanum/cerium chloride (La 35%, Ce 65%) to above Rmb 7,000/tonne, while towards the end of last month, prices were in the range of Rmb 6,500-6,800/tonne.

      “Recent demand from consumers has been strong, and we have lifted up prices to about Rmb 7,200/tonne in the past days from the previous Rmb 6,800/tonne basis,” said an executive from a Baotou-based supplier, revealing that most of its stocks have been already booked.

      “Right now we are still able to get some rare earth carbonate from small producers, although Baogang has stopped rare earth raw material supply recently, but it is still hard to say whether these small suppliers would be forced to suspend operations in the near future. As a consequence the raw material supply is volatile, and we are currently just living from hand to mouth,” complained the executive.

      On the back of Baogang halting its deliveries of rare earth concentrates, many market participants expect lanthanum/cerium prices to move higher in the coming days. “Prices could possibly hit Rmb 8,000/tonne in the near future,” suggested a supplier, expressing a confidence in the market.
      Avatar
      schrieb am 04.06.08 17:06:40
      Beitrag Nr. 259 ()
      Antwort auf Beitrag Nr.: 34.227.252 von 4now am 03.06.08 15:40:23Tb and Dy steady in China

      BEIJING(Metal-Pages) 04-Jun-08. Prices for terbium and dysprosium in China have been relatively stable over the past few days, while some sources claimed that the market is waiting for prices rising.

      Domestic suppliers told Metal-Pages that the prices of 99% min dysprosium oxide, for the time being, are still around Rmb 650/kg(US$117/kg), similar to prices seen last week. Meanwhile 99% terbium oxide is still trading in the range of Rmb 3,800-3,900/kg($686-704/kg), also unchanged in the past few days.

      A Jiangxi-based producer has confirmed that prices are stable. “Right now we are still offering Rmb 650-660/kg for the rare earth oxide, while contracted business would be between Rmb 640/kg and Rmb 650/kg, but demand has been relatively quiet in recent days,” said an executive of the southern producer.

      “Right now buyers are still watching the market, as there are some uncertainties following stoppages at many Ganzhou-based miners,” said the executive. “Recently domestic supply has been relatively steady, and consequently prices are also stable,” said an official of another Jiangxi-based smelter. “But it is still difficult to say whether the raw material supply would be efficiently controlled in the coming weeks, as there are still some other miners providing rare earth concentrates right now.”

      According to the official, terbium oxide prices have remained stable in the range of Rmb 3,800-3,900/kg in recent days.

      In the meantime, sources reported that prices of medium yttrium and rich europium concentrates in Jiangxi have slightly moved up to about Rmb 72,000-73,000/tonne, from Rmb 71,000-72,000/tonne seen towards the end of last month.

      Pr-Nd buyers cautious
      BEIJING (Metal-Pages) 04-Jun-08 The Chinese praseodymium/neodymium oxide market has seen no improvement during the past few days, although many market sources are expecting prices to rise, on the back of production stoppages recently announced by producers in both southern and northern regions. Many buyers ,however, are cautious about purchasing in the rare earth oxide right now.

      Trade sources reported that some suppliers are currently offering Rmb 155,000/tonne(US$25,749/tonne) for 99% praseodymium/neodymium oxide, but failing to get business as buyers have been sitting on the sidelines instead of coming into the market.

      A Baotou-based buyer has confirmed this situations. “Right now we are also watching the market, as it is still currently hard to say where the price would be in the coming days,” said an executive of the northern buyer, claiming that some major suppliers are quoting Rmb 155,000/tonne while consumers are trying to get the oxide comparatively cheaply.

      “Many suppliers are holding relatively large stocks of the oxide, which is suppressing the anticipated price increase, and as a consequence buyers, for the moment, are very cautious in obtaining the oxide,” said an official of a Baotou-based supplier, revealing that it is currently trading the oxide at about Rmb 150,000/tonne, similar to levels seen several days ago.

      Nevertheless, many suppliers have lifted up their offer prices for 99% min praseodymium/neodymium metal to about Rmb 200,000/tonne recently, and sources reported that some business has also been concluded at around Rmb 190,000/tonne in thin trading.

      Chinese La market gathers momentum
      BEIJING (Metal-Pages) 04-Jun-08. Prices for lanthanum oxide have been on the rise in the past few days on the back of the short raw material supply caused by the recent stoppage of concentrates sales from major producer Baogang.

      Chinese market sources told Metal-Pages that 99% min rare earth oxide is currently being traded in the range of Rmb 37,000-38,000/tonne(US$6,147-6,313/tonne), compared with Rmb 34,000-35,000/tonne seen towards the end of last month.

      “Right now most suppliers are offering Rmb 39,000-40,000/tonne for the rare earth oxide, while days ago the prices were in the region of Rmb 34,000-36,000/tonne,” said an executive of a Baotou-based supplier.

      According to the source, prices are expected to move further up in the coming days. “Producers will have no raw material to maintain operations in the immediate future, but there will be no supply on the market at that time,” said the executive. “On the other hand, most suppliers have little stocks left due to continuously strong consumption in the past months. As a consequence, prices will remain on the upward track, as domestic supply will be limited,” he suggested.

      Meanwhile, prices of about Rmb 72,000/tonne for 99% min lanthanum metal have emerged onto the market, and sources claimed that the market supply tightness still has not eased.
      Avatar
      schrieb am 09.06.08 10:27:24
      Beitrag Nr. 260 ()
      Antwort auf Beitrag Nr.: 34.237.825 von 4now am 04.06.08 17:06:40Die Nachfrage nach Hybrid Cars kann nicht befriedigt werden
      "We could sell six or eight times as many Priuses if we could get the product from the manufacturer," he said.
      http://www.boston.com/business/personalfinance/articles/2008…

      Nicht genug NiMH Batterien stehen zu Verfügung.

      But another problem in keeping up with demand is an acute shortage of the nickel-metal-hydride batteries required for hybrid vehicles. GM's launch of its new hybrid-SUVs has been delayed for nearly three months by a labor dispute at a key supplier of the batteries. And Toyota's chances of getting more hybrids into showrooms is foundering on the battery shortage. "We can't produce enough batteries right now," Carter says. A new plant for the nickel-metal-hydride batteries won't come on line until 2010. GM is deep into negotiations to purchase the battery subsidiary of Detroit-based Energy Conversion Devices, to give it better access to the batteries. The irony is that the batteries are virtually identical to those GM declined to put in first generation vehicles back in the 1990s, as related in a recent documentary Who Killed The Electric Car.

      Ford is facing a similar problem: it simply cannot get enough of the batteries to keep up with the demand

      http://www.time.com/time/business/article/0,8599,1811773,00.…

      General Motor versucht Cobasys zu kaufen. Die hätten Patente und Produktionsanlagen.
      http://www.wwj.com/GM-May-Buy-Orion-Battery-Supplier/2330157
      Avatar
      schrieb am 09.06.08 13:14:46
      Beitrag Nr. 261 ()
      Antwort auf Beitrag Nr.: 34.265.411 von 4now am 09.06.08 10:27:24June 09, 2008

      GREAT WESTERN MINERALS GROUP SIGNS LETTER OF INTENT TO ACQUIRE LESS COMMON METALS LTD.

      Saskatoon Saskatchewan, June 09, 2008. Great Western Minerals Group Ltd. ("GWMG" or the "Company") is pleased to announce that it has signed a non-binding Letter of Intent to acquire all of the issued and outstanding shares of Less Common Metals Ltd. ("LCM") of Birkenhead, United Kingdom, subject to the required regulatory approvals in the UK and Canada. The purchase price of this acquisition is £4,000,000 or approximately C$7,800,000, with closing anticipated on 18 June 2008.

      Founded in 1992, LCM is a profitable, private company with excellent long-term relationships with many blue-chip market-leading customers across a wide range of industries including automotive, aerospace, nuclear and defense. One of LCM's key clients is Aichi Steel Corporation of Japan, one of the Toyota Group Companies. Aichi uses LCM products in high efficiency, low weight, permanent magnet motors for ancillary equipment used in the latest vehicles manufactured by Toyota.

      LCM is a leading, global manufacturer and supplier of rare earth based alloys, high purity metals, and ultra-high-purity indium. Other specialty alloys produced at the state-of-the-art plant in Birkenhead include neodymium-iron-boron and samarium cobalt alloys for the permanent magnet industry, magneto-optic and magnetostrictive materials, hydrogen storage systems and master alloys used in the production of other specialty alloys. LCM's production of samarium cobalt accounts for 20% of global demand. Additional information about LCM can be obtained from www.lesscommonmetals.com.

      LCM management expects to produce 430 tonnes of alloy and metals in the twelve months ending June 30, 2008. The production capacity of the plant is approximately 1,100 tonnes per annum and the plant is very well positioned to increase production to meet the demand for rare earth alloys from key clients. This ability to increase production will play a significant role in the implementation of GWMG's "mine to market" business model should the Hoidas Lake rare earth deposit, and the Company's other REE-related projects including Deep Sands, be successfully brought on-stream to provide the raw material for rare earth metals and alloys.

      As a result of strong demand for its products, LCM's revenue for fiscal year ending June 30, 2008 is expected to be approximately £9.8 Million (C$ 19.1 Million), up from £5.4 Million (C$10.5 Million) for fiscal year 2007.

      GWMG and LCM are especially pleased to report that the entire management and staff of 27 highly skilled and dedicated personnel at LCM will be staying on and will continue to operate the Birkenhead plant.

      The purchase price of £4,000,000 will be satisfied as follows: (i) Great Western has obtained a senior debt facility of £2,700,000 secured against the assets of LCM, of which £2,000,000 will be applied to the purchase price, with the balance to be used as working capital for operations; and (ii) the issuance by GWMG of a £2,000,000 convertible debenture to the vendors of the LCM shares. GWMG will also issue 750,000 common share purchase warrants to the vendors.

      Mr. David Kennedy, Founder and Managing Director of LCM, sees this as a great match. Kennedy says, "Joining Great Western Minerals Group opens up the prospects for the long term strategic supply of key rare earth raw materials for LCM. This is of great interest to existing and potential customers as this alliance has the potential to secure the critical raw materials for key industries long into the future."

      Mark Ellis, President and CEO of Great Western Technologies Inc. agrees: "The tremendous synergy and complementary capabilities that exist between LCM and Great Western Technologies creates so many mutually beneficial opportunities for LCM, Great Western Technologies, and all of our clients. LCM brings to this transaction a solid base of blue-chip, global customers and an established magnet business; That, combined with GWTI's existing client base and proven capabilities in the battery sector, presents great collaborative potential for all of us."

      Jim Engdahl, President and CEO of GWMG is very pleased with the deal and the new relationships and opportunities. Engdahl says, "As with most acquisitions, it is the people that are important, and this purchase adds another dimension of intellectual knowledge and goodwill to GWMG with regards to specialty metals and, in particular, the Rare Earth industry. We are extremely impressed with the quality and dedication of the staff that David Kennedy has assembled and how well they fit in with GWMG's "mine to market" strategy. We are also extremely impressed with the caliber of clientele that LCM brings to the table, and we look forward to long-term and mutually beneficial relationships with all of them."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl.
      President
      Avatar
      schrieb am 10.06.08 18:29:55
      Beitrag Nr. 262 ()
      Antwort auf Beitrag Nr.: 34.266.448 von 4now am 09.06.08 13:14:46Habe heute beim stöbern in den sedar.com dokumenten festgestellt daß GWG sogar 4 Deposits hat.

      not 3

      1.Hoidas Lake
      2.Utah
      3.Deposit from Can Alaska at Lac Brochet Manitoba
      4.Douglas River

      The Company owns 100% interests in two mineral dispositions in the Douglas River area of Saskatchewan. These claims were acquired based on previous work that identified significant yttrium and heavy rare earth mineralization on the property. Payments have been made in lieu of assessment work. A field program is planned for the summer of 2008.

      MANAGEMENT’S DISCUSSION & ANALYSIS
      FOR THE QUARTER ENDED MARCH 31, 2008

      In der claim suchmaschine von saskatchewan
      habe ich eine deposit gefunden daß cameco gehört/gehörte
      (die Daten da sind nicht ganz aktuell)
      dort steht:
      Systematic grab sampling of trenches yielded values of over
      3% ytttrium, 1.65% phosphate and over 1% strontium.
      http://www.ir.gov.sk.ca/dbsearch/MinDepositQuery/default.asp…
      Avatar
      schrieb am 11.06.08 19:49:55
      Beitrag Nr. 263 ()
      Antwort auf Beitrag Nr.: 34.276.180 von 4now am 10.06.08 18:29:55GWMG mine, metals critical for economy, expert says
      Cassandra Kyle, The StarPhoenix
      Published: Wednesday, June 11, 2008
      The development of Great Western Minerals Group Ltd.'s (GWMG) rare earth elements mine in northern Saskatchewan is critical to the well-being of the North American economy, says a leading industry expert.

      Jack Lifton, a Michigan-based consultant on minor and rare earth metals, believes a significant portion of the North American economy will be negatively affected if GWMG cannot get its Hoidas Lake project into production by 2012. By that year, experts predict China, which produces 97 per cent of the world's rare earths, will have a domestic need for the materials, used in everything from designer alloys to medical imaging to iPods, that matches its production capabilities. That means the Asian country will no longer be able to export rare earths, leaving North American users without a supply unless a new one, such as GWMG's project, is developed.

      "We're trying to educate North Americans to the fact that unless we have these raw materials here, we're simply not going to be able to make some of these things and when we don't make them, kids don't go to school to learn how to do it, they don't do research, innovation goes away, development goes away and the whole economy is lowered in value," Lifton explained.


      Email to a friend

      Printer friendly
      Font:****The consultant, who was in Saskatoon Tuesday speaking at the company's annual general meeting, is encouraging banks to finance the development of the Hoidas Lake mine. GWMG, he said, is the closest to production of any rare earth company in the world, but it needs more financial backing.

      "I'm telling financial institutions please invest in this company because its good for the whole continent, it's not just some domestic industry employing 100 people, it's going to impact industries employing millions of people," said Lifton.

      "Unless Great Western (Minerals Group) is in production by 2011, then the car companies in the United States have given away any chance they have of making hybrid cars en masse."

      The Saskatoon-based company is beginning to feel the pressure for Hoidas' development from the end users of rare earths, such as vehicle and defence items manufacturers. A Toyota Prius, for example, said GWMG president and CEO Jim Engdahl, uses 20 pounds of rare earths in its battery.

      "As the public becomes aware of the critical nature of rare earth elements . . . we're going to find we will get some pressure on us. The end users are calling us regularly; we're getting a lot of pressure from the end users such as the Toyotas of the world," Engdahl says.

      The company is actively moving forward with its plan to develop the property, he said. A transportation study on moving material from the isolated site to roads and/or railways is underway, a summer drilling program is set to start at Hoidas Lake this month and 12 months from now, the company hopes a feasibility study on production at the lake will be complete.

      When work to acquire a U.K.-based rare earth manufacturer, Less Common Metals Ltd., is completed this month, Engdahl says GWMG's annual revenue will move to $20 million from $1.5 million in one year. The money will help the company advance its projects in the long term, he said.

      "I guess what we've been referred to is (that we're) like a duck, you can see that you're moving a little bit but all the action is all happening where you can't see it. We've had a tremendous amount of activity happening in all areas," he said.

      Because there is no substitute for rare earths, the success of GWMG's Hoidas Lake mine is incredibly critical, Lifton reiterated.

      "There's been a boom in minor metals because what's happened is demand has been added. Russians, Indians, Chinese and Brazilians want (electronics)," Lifton said. "You can't make them without minor metals."

      ckyle@sp.canwest.com
      Avatar
      schrieb am 12.06.08 17:28:29
      Beitrag Nr. 264 ()
      Antwort auf Beitrag Nr.: 34.284.529 von 4now am 11.06.08 19:49:55Moin! :)

      Wahrscheinlich hattet ihr den schon, oder?

      http://www.resourceinvestor.com/pebble.asp?relid=43162

      Kennt jemand diesen Jack Lifton? :look:

      Nicht dass der als Consultant für GWG arbeitet..

      Und wie sieht es mit der Finanzierung/Verwässerung aus?
      (ein Thema, das bei anderen hochgepushten High-Risk-Explorern zu gern unter den Tisch gekehrt wird) :rolleyes:

      Vielleicht sollten wir einen echten Fakten-Thread einrichten!?

      good trades
      Julia
      Avatar
      schrieb am 12.06.08 19:09:17
      Beitrag Nr. 265 ()
      Antwort auf Beitrag Nr.: 34.291.660 von DIE_GERECHTIGKEIT am 12.06.08 17:28:29hi julia!

      ja der arbeitet für GWG als Consultant ist also mit Vorsicht zu genießen.
      Und KE's zur Finanzierung wirds auch noch brauchen.
      gruß
      4now
      Avatar
      schrieb am 12.06.08 21:23:01
      Beitrag Nr. 266 ()
      Antwort auf Beitrag Nr.: 34.292.213 von 4now am 12.06.08 19:09:17würd mich nicht wundern wenn Lanthanum bald soviel kostet wie nd

      La/Ce prices surge in China
      BEIJING(Metal-Pages)12-Jun-08. Prices of lanthanum/cerium in China have risen sharply over the past few days, while many buyers complain that they are unable to get the materials right now due to lack of available supply.

      Chinese market sources reported lanthanum/cerium chloride (La 35%, Ce 65%) trading in the range of Rmb 8,500-9,000/tonne at present, compared with about Rmb 7,500/tonne seen late last week.

      A Baotou-based consumer confirmed that the cost of the rare earth chloride is rising. “Prices have been surging in the past few days,” said an executive of the northern buyer. “Last Thursday, we purchased 50 tonnes of chloride at Rmb 7,500/tonne, but the pricing level has now hit Rmb 9,000/tonne,” said the executive.

      Many smelters have no the chloride to supply because of upstream shortage of raw material supply from Baogang, which suspended its rare earth sources deliveries since the beginning of this month. This has exerted a supply pressure downstream, and many buyers of the rare earth chloride are now unable to get the material even if they are prepared to pay Rmb 9,000/tonne .

      Prices for lanthanum/cerium mischmetal (La 35%, Ce 65%) have also soared, now reported in the range of Rmb 42,000-43,000/tonne, while last Friday some suppliers had just raised their prices to about Rmb 40,000/tonne.
      Avatar
      schrieb am 13.06.08 22:29:00
      Beitrag Nr. 267 ()
      Antwort auf Beitrag Nr.: 34.293.005 von 4now am 12.06.08 21:23:01Cerium oxide continues surging in China
      BEIJING(Metal-Pages)13-Jun-08 Prices for cerium oxide have been surging in the last few days, on the back of the recent further tightened domestic supply caused by the suspension of rare earth concentrates supply from Baogang.

      Chinese market participants told Metal-Pages that values for the 99% min rare earth oxide are currently lingering in the range of Rmb 13,000-15,000/tonne(US$2,168-2,502/tonne), in comparison with about Rmb 12,000-13,000/tonne seen last week.

      A Baotou-based producer has confirmed the price hike. “Prices of cerium oxide have just hit Rmb 15,000/tonne, while for some long-term consumers, we are still trading business at Rmb 13,000/tonne,” said an executive of the northern producer.

      Many market participants suggested that the prices are likely to move up further in the days to come supported by the lack of domestic feed against the relatively steady consumption.

      In the meantime, as previously reported by Metal-Pages, some brokers which have accumulated large stocks of the oxide in past weeks have also contributed to the recent price surge for the oxide.

      Sources reported that the offers of about Rmb 17,000/tonne for the 99% oxide have also been visible on the recent market. And market insiders predicted that there will be no supply within the home market in the immediate future.

      But the rumor that some major producer in the north which has stocked some rare earth carbonate is inclined to restart its production for cerium oxide in the near future, which would somewhat ease the tight domestic supply if it comes true.
      Avatar
      schrieb am 14.06.08 11:36:21
      Beitrag Nr. 268 ()
      die Aktie steigt weiter:eek::eek:0,38 CAD=0,241 Euro
      Avatar
      schrieb am 14.06.08 12:44:38
      Beitrag Nr. 269 ()
      Antwort auf Beitrag Nr.: 34.302.125 von JanaFee am 14.06.08 11:36:21warum auch nicht ?
      durch den LCM Kauf (wenn er nächste Woche fixiert wird)hat man ja
      20Mill.CAD Umsatz/Jahr zugekauft.
      Bei einer Umsatz Muliple von 5-10 ergibt sich eine Marktkapitalisierung von 100-200Mill.CAD Dies dividiert durch
      112Mill Aktien. kann der Kurs also locker auf 0,9-2CAD gehen.
      Nur aufgrund von LCM.
      LCM hat ja im letzten Jahr den Umsatz um 90% gesteigert.
      Wird wohl auch weiter wachsen. Andererseits wirds wieder Kapitalerhöhungen brauchen um die Minenprojekte zu finanzieren.
      Aber nicht vergessen Produktionsbeginn ist 2011 bis da hin steigt es bestimmt nicht jede Woche.
      Avatar
      schrieb am 14.06.08 13:13:13
      Beitrag Nr. 270 ()
      Ein Artikel von "REE Jack" vom 29.05.


      http://www.resourceinvestor.com/pebble.asp?relid=43162

      VG
      Avatar
      schrieb am 16.06.08 09:44:04
      Beitrag Nr. 271 ()
      Antwort auf Beitrag Nr.: 34.302.426 von Doow am 14.06.08 13:13:13Rare earth cocentrate prices rise on short supply
      BEIJING (Metal-Pages)16-Jun-08. Prices for medium yttrium and rich europium concentrates in southern China continued to rise over the past week, as recent mine stoppages in Ganzhou and the rainfall in Guangdong have impacted supply.

      Chinese market participants told Metal-Pages that concentrate prices are now between Rmb 75,000 and Rmb 76,000/tonne, up from about Rmb 72,000-73,000/tonne seen at the start of this month.

      A Jiangxi-based smelter has confirmed the price increase. “The pricing level has climbed up to about Rmb 76,000/tonne recently on the back of the recent stoppages of many miners in Ganzhou,” said an official of the southern company.

      Other sources, however, revealed that some Ganzhou-based miners have been operating normally recently, although many have halted production or halved their output since the very beginning of this month.

      “We mainly purchased the concentrates from Guangdong-based suppliers due to relatively stringent controls in Jiangxi, but due to the recent heavy rain in southern China, the supply from Guangdong has also somewhat decreased,” said an official of a Jiangxi-based smelter, revealing that some suppliers are now offering as high as Rmb 78,000-80,000/tonne for the concentrates.
      Avatar
      schrieb am 17.06.08 14:13:24
      Beitrag Nr. 272 ()
      Antwort auf Beitrag Nr.: 34.307.501 von 4now am 16.06.08 09:44:04Tb and Dy remain stable in China
      BEIJING (Metal-Pages)17-Jun-08. Terbium and dysprosium oxides markets have seen no change in prices over the past few weeks, although the prices of rare earth concentrates in southern China have shown signs of firming, following shutdowns at many local mines and the recent heavy rain in Guangdong and Jiangxi.

      Chinese sources reported to Metal-Pages that 99% min terbium oxide is still trading in the region of Rmb 3,800-3,900/kg (US$690-709/kg), similar to levels seen in the past couple of weeks, and prices for 99% min dysprosium oxide are still holding at about Rmb 650/kg($118kg) right now.

      “Prices for terbium and dysprosium have been steady in the past fortnight as demand and supply are relatively balanced,” said an executive of a Jiangsu-based smelter, revealing that it is holding its offers for dysprosium oxide at about Rmb 650/kg.

      Meanwhile for terbium oxide, some suppliers are currently quoting Rmb 3,950-4,000/kg. “But the contracted prices would be in the range of Rmb 3,800-3,900/kg right now,” suggested an official of a Jiiangxi-based producer.

      The recent increase in the cost of medium yttrium and rich europium rare earth concentrates is however expected to drive up prices of terbium and dysprosium oxides in the coming weeks. “Demand and supply have been relatively quiet recently, but the reduced raw material supply would push up prices for dysprosium and terbium in the near future,” predicted another Jiangxi-based smelter.
      Avatar
      schrieb am 19.06.08 08:50:05
      Beitrag Nr. 273 ()
      Antwort auf Beitrag Nr.: 34.316.222 von 4now am 17.06.08 14:13:24June 18, 2008

      GREAT WESTERN MINERALS GROUP PROVIDES UPDATE ON ACQUISITION OF LESS
      COMMON METALS LTD.

      Saskatoon Saskatchewan, June 18, 2008. Great Western Minerals Group Ltd.
      ("GWMG" or the "Company") announces that, with respect to the
      acquisition that was previously announced on June 9th, 2008, it has
      reached an agreement with LCM shareholders on all major deal points.
      Subject to final TSXV approval, GWMG anticipates entering into
      definitive agreements with respect to the acquisition of all of the
      issued and outstanding shares of Less Common Metals Ltd. ("LCM") of
      Birkenhead, United Kingdom, on or about June 30, 2008.

      Great Western Minerals is very pleased with the results of negotiations
      to date and is continuing to address the final details of the
      transaction. Jim Engdahl, President and CEO says, "We have made very
      significant process in our negotiations and look forward to finalizing
      the few remaining issues with respect to financing documentation and
      regulatory approval. We are also extremely pleased that Russell Grant
      and Gerry Mulder (representative of the major shareholder) have agreed
      to join the GWMG advisory board. Mr Mulder and Mr. Grant bring over 40
      years experience to GWMG in the specialty metals and Rare Earth markets
      around the world. Terms of their agreements are yet to be finalized and
      will be done after closing of the LCM acquisition."

      Great Western Minerals Group Ltd. is a Canadian based company exploring
      for, and developing, strategic metal resources in North America.
      Pursuing a vertically-integrated business model, the Company's
      wholly-owned subsidiary Great Western Technologies Inc., located in
      Troy, Michigan, produces a variety of specialty alloys for use in the
      battery, magnet and aerospace industries. These "designer" alloys
      include those containing copper, nickel, cobalt and the rare earth
      elements.

      Jim Engdahl.
      President
      Avatar
      schrieb am 19.06.08 09:41:32
      Beitrag Nr. 274 ()
      Antwort auf Beitrag Nr.: 34.329.783 von 4now am 19.06.08 08:50:05Artikel in metalsnews
      http://www.metalsnews.com/featured.aspx?ArticleID=39473
      Avatar
      schrieb am 19.06.08 15:03:01
      Beitrag Nr. 275 ()
      Great Western Minerals Group Provides Update on Acquisition of Less Common Metals Ltd.
      20:35 EDT Wednesday, June 18, 2008



      SASKATOON, SASKATCHEWAN--(Marketwire - June 18, 2008) - Great Western Minerals Group Ltd. ("GWMG" or the "Company") (TSX VENTURE:GWG)(PINK SHEETS:GWMGF) announces that, with respect to the acquisition that was previously announced on June 9th, 2008, it has reached an agreement with LCM shareholders on all major deal points. Subject to final TSXV approval, GWMG anticipates entering into definitive agreements with respect to the acquisition of all of the issued and outstanding shares of Less Common Metals Ltd. ("LCM") of Birkenhead, United Kingdom, on or about June 30, 2008.

      Great Western Minerals is very pleased with the results of negotiations to date and is continuing to address the final details of the transaction. Jim Engdahl, President and CEO says, "We have made very significant process in our negotiations and look forward to finalizing the few remaining issues with respect to financing documentation and regulatory approval. We are also extremely pleased that Russell Grant and Gerry Mulder (representative of the major shareholder) have agreed to join the GWMG advisory board. Mr Mulder and Mr. Grant bring over 40 years experience to GWMG in the specialty metals and Rare Earth markets around the world. Terms of their agreements are yet to be finalized and will be done after closing of the LCM acquisition."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiary Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 20.06.08 10:32:16
      Beitrag Nr. 276 ()
      Antwort auf Beitrag Nr.: 34.333.404 von nicolani am 19.06.08 15:03:01Rare earth production set to restart in Sichuan

      BEIJING (Metal-Pages)19-Jun-08. The Chinese rare earth market has been quiet recently as many miners and smelters in Baotou and Jiangxi have stopped operations since the beginning of this month to support market prices.

      The recent heavy rain in southern China has also forced many Guangdong-based miners and smelters to suspend their production. However industry sources told Metal-Pages that Sichuan, another major rare earth producing region, will possibly resume operations in the near future.

      The Sichuan rare earth production has been suspended by the local government for more than one year due to environmental pollution. However according to a producer source from the local area, it is likely to restart mill run towards the end of this month and some rare earth oxide is expected to come out in late July.

      “The relevant department has allowed us to reopen after more than one year suspension, but we have to wait for another while as more procedures are still necessary,” said an executive of the producer, revealing that its output for praseodymium/neodymium metal is about 30 tpm, around 200 tonnes for cerium oxide and 150 tonnes for lanthanum oxide.

      In the meantime, sources reported that Jiangxi Copper which will mine the rare earth resources in the future will probably start production between six months and a year later, as the company still needs more time to build new workshops.

      Beyond all doubt, the reopening of Sichuan rare earth production will add more uncertainty to the market, although many industry insiders have been expecting the stoppages of many miners and smelters in both southern and northern China to improve market conditions.

      Sichuan rare earth mainly contains lanthanum, cerium and praseodymium/neodymium. Market participants are finding it hard to say right now whether the prices of lanthanum and cerium, which have been surging in recent weeks, would now correct downwards.
      Avatar
      schrieb am 20.06.08 10:58:49
      Beitrag Nr. 277 ()
      Antwort auf Beitrag Nr.: 34.339.124 von 4now am 20.06.08 10:32:16Chinese La/Ce chloride prices rocket

      BEIJING (Metal-Pages) 20-Jun-08. Prices of lanthanum/cerium chloride have been firming up over the past days, but the high numbers have driven some consumers out of the market.

      Chinese market sources told Metal-Pages that values for the chloride (La 35%, Ce 65%) are presently in the range of Rmb 10,500-11,000/tonne(US$1,759-1,843/tonne), while just one week ago the market was in the region of Rmb 8,500-9,000/tonne.

      A Baotou-based buyer commented on the sharp increase in prices. “Right now suppliers have increased their prices for chloride to about Rmb 11,000/tonne, up about Rmb 2,000/tonne as compared to prices seen last week, but due to shortage domestic fsupply it is still hard to get the material even at the current high prices,” complained an executive of the northern buyer.

      Another consumer in Baotou told Metal-Pages that it has halted it production of lanthanum/cerium mischmetal due to the surging cost of raw material. “Prices of lanthanum/cerium chloride have moved up to about Rmb 11,000/tonne, which leaves little profit margin for us to continue producing the mischmetal, although we have raised our mischmetal prices to around Rmb 43,000-45,000/tonne recently,” said a company official.

      According to the source, the production cost of La/Ce mischmetal has jumped to around Rmb 42,000-43,000/tonne, driven up by the recent hike in prices of lanthanum/cerium chloride.
      Avatar
      schrieb am 20.06.08 11:08:14
      Beitrag Nr. 278 ()
      Antwort auf Beitrag Nr.: 34.339.408 von 4now am 20.06.08 10:58:49Pr-Nd prices seen stable amid shutdowns in China
      BEIJING(Metal-Pages) 20-Jun-08. Prices of praseodymium/neodymium are expected to remain stable at current levels in the near future despite many praseodymium/neodymium producers in China having stopped operations in the past couple of weeks due to the lack of raw material supply from both northern and southern miners.

      So far, prices of 99% praseodymium/neodymium oxide have been holding in the range of Rmb 150,000-153,000/tonne (US$25,134-25,637/tonne) in the past weeks, although many producers are offering Rmb 155,000-157,000/tonne right now.

      “It would be difficult for prices to move up in the short term as nobody is interested in purchasing in the oxide right now,” said an executive of a Baotou-based producer. “We have not received any inquiries from buyers at all in the past week,” complained the executive.

      “NdFeB market, as the major praseodymium/neodymium consuming field, has also been sluggish recently, which has caused the quiet consumptions for praseodymium/neodymium,” said an official of another Baotou-based producer. “As a consequence, it would be difficult for the prices of praseodymium/neodymium to improve in the near future, despite many producers have shut down recently,” predicted the source.

      In the meantime, larger domestic stocks are also cited as a factor blocking praseodymium/neodymium prices from moving higher. Market sources revealed that some major home producer has been holding stocks of around 3,000-6,000 tonnes for praseodymium/neodymium oxide and metal.
      Avatar
      schrieb am 20.06.08 11:19:29
      Beitrag Nr. 279 ()
      Antwort auf Beitrag Nr.: 34.339.496 von 4now am 20.06.08 11:08:14Übrigens als Übersetzung:
      Cerium und Lanthanum machen bei den meisten Junior Minern wie Lynas, Arafura, GWG ca. 70% der gesamten Rare Earth Elemente aus
      wenn da die Preise wie sie es eben seit ein paar Wochen tun nach oben gehen, hat das natürlich auch massive Auswirkungen auf den Gesamtwert der abzubauenden REE.
      Da macht es wenig wenn Nd und Pr ihr Niveau vom Vorjahr, nachdem sie stark gestiegen sind in etwa "nur" halten.
      Avatar
      schrieb am 20.06.08 11:34:13
      Beitrag Nr. 280 ()
      Antwort auf Beitrag Nr.: 34.339.124 von 4now am 20.06.08 10:32:16Hi 4now,

      mal ne blöde Frage:
      Wieso müssen "Smelter" ihre Produktion bei "heavy rainfalls" eigentlich immer einstellen? Haben die kein Dach oder sind die zu doof sich zumindest kleinere Lagerbestände aufzubauen???

      Saufen bei "heavy" rainfalls gleich die ganzen Gruben ab, die ja mit Smeltern nicht unbedingt gleich zu setzen sind?

      Irgendwie kommen mir diese wiederkehrenden Begründungen komisch vor.
      Soll das vielleicht eher eine Begründung sein um von katastrophalen Umweltverschmutzungen abzulenken oder letztlich eine vorgeschobene Begründung um sich für die wahnsinnigen Verknappungen der Exportmengen zu "entschuldigen"?
      Läuft die Suppe aus den Tailings womöglich bei jedem Regenguss über?

      Der Hinweis mit den Schliessungen bezgl. "Pollution" scheint ja in die Richtung zu gehen.

      Hast du da ein klareres Bild?

      Grüsse,
      mic
      Avatar
      schrieb am 21.06.08 01:02:01
      Beitrag Nr. 281 ()
      Antwort auf Beitrag Nr.: 34.339.718 von micdid am 20.06.08 11:34:13Ich glaub wegen kurzfristigen schweren Regenfällen wär kein Problem aber in Guangzhou regnet es seit 2Juni in anderen Teilen seit 10 Tagen. Flutwellen und Erdrutsche,...


      Das Wetter trifft laut den Meldungen auf 5Mill.Homeless People vom Erdbeben. Aufgrund des schweren Regens 176Tote 43Mill.Betroffene.
      Avatar
      schrieb am 21.06.08 01:24:57
      Beitrag Nr. 282 ()
      Antwort auf Beitrag Nr.: 34.345.657 von 4now am 21.06.08 01:02:01Ok, dass sieht nach wirklich "heaviest rainfalls" aus...

      Nur habe ich das dieses Jahr schon ein paar Mal so gelesen bzgl. Southern China und rainy season, wo smelter gestoppt wurden.

      Danke für die Einschätzung der aktuellen Lage.

      Grüsse,
      mic
      Avatar
      schrieb am 21.06.08 14:40:03
      Beitrag Nr. 283 ()
      drüben läuft die Aktie doch gut, 0,34 CAD=0,214 EUR und
      0,325 USD=0,208 EUR, und bei uns :cry:???
      Avatar
      schrieb am 21.06.08 16:13:20
      Beitrag Nr. 284 ()
      Antwort auf Beitrag Nr.: 34.346.916 von JanaFee am 21.06.08 14:40:03die Frechheit ist ja daß zwischen Bid und Ask selbst in Frankfurt 50% sind. Hier sollte man wirklich über Canada erwerben.

      Ein Video wo man den Jack Lifton im Dienste von GWG sieht.
      http://www.youtube.com/watch?v=6tX_GCJX0hQ
      Seine Fachartikeln zum Thema Rare Earth sind aber trotzdem
      lesenswert denk ich.
      Der letzte
      http://www.resourceinvestor.com/pebble.asp?relid=43782

      So Aussagen wie die REE Preise können sich bis 2012 verdreifachen
      liest man halt gern :rolleyes:
      Avatar
      schrieb am 23.06.08 12:54:47
      Beitrag Nr. 285 ()
      Antwort auf Beitrag Nr.: 34.347.139 von 4now am 21.06.08 16:13:20Wär schön wenn die Cerium Preis weiter in dieser richtung bleiben würden.

      Lanthanum holds at high levels
      BEIJING(Metal-Pages)23-Jun-08 After the price surge in the last month, lanthanum values in the recent weeks have been holding at high levels in China.

      The price for 99% min lanthanum oxide is at a range of Rmb 37,000-38,000/tonne(US$6,205-6,372/tonne), similar to the price seen at the start of this month, While sources reported that the market has been in tight supply.

      “Prices for lanthanum oxide are still at a range of Rmb 36,000-38,000/tonne, unchanged in the past fortnight, but it is still difficult to get the oxide right now even with the level,” said an executive of a Baotou-based supplier, revealing that some of the oxide has been concluded at Rmb 35,000-36,000/tonne for its customers on long-term contracts.

      “Some supplier is currently offering as high as Rmb 42,000/tonne for the rare earth oxide due to the short domestic supply, but most of the oxide has remained available at either side of Rmb 38,000/tonne right now,” said an official of a consumer source in Baotou.

      Sources suggested that the expected resumption of production of Sichuan rare earth would, to some extent, impact the recent strong lanthanum market as Sichuan is also a major supplier of lanthanum.

      Meanwhile, as for cerium oxide, sources reported today that some of the 99% min rare earth oxide has been contracted at about Rmb 17,000/tonne in the recent days, up from Rmb 13,000-15,000/tonne seen earlier last week, while the prices were as low as Rmb 8,000-8,500/tonne at the start of this year.
      Avatar
      schrieb am 23.06.08 16:36:35
      Beitrag Nr. 286 ()
      Antwort auf Beitrag Nr.: 34.347.139 von 4now am 21.06.08 16:13:20Hallo,
      danke für die Info. Irgendwie glauben die Canadier an die Aktie, heute wieder 10% im plus....
      Avatar
      schrieb am 24.06.08 13:16:41
      Beitrag Nr. 287 ()
      Antwort auf Beitrag Nr.: 34.352.835 von 4now am 23.06.08 12:54:47Yttrium oxide maintains bright outlook
      BEIJING (Metal-Pages) 24-Jun-08. There has been no movement in prices of yttrium oxide over past past weeks, but many market sources in China are bullish, expecting a strong increase in consumption.

      Prices of 5N yttrium oxide are holding at around Rmb 70,000/tonne(US$12,758/tonne), market sources told Metal-Pages this week, similar to values seen earlier this month.

      “The pricing level of yttrium oxide has been stable at about Rmb 70,000/tonne recently, although some material has also been available at around Rmb 67,000-68,000/tonne,” said an executive of a Jiangsu-based producer, revealing that it usually exports about 10 tonnes of the rare earth oxide each month to Japanese buyers.

      “The yttrium oxide market is expected to be bullish in the future due to strong consumption from low energy light bulbs industry,” suggested an official of a Jiangxi-based supplier.

      As previously reported by Metal-Pages, the Chinese government announced in April that it would give financial incentives to promote the use of energy efficient lighting products in China in order to save electricity.

      Sources reported that financial incentives havebeen implemented in Beijing, Shanghai, Guangdong and some other areas in China, and the government has given financial support to some producers to manufacture and promote the usage of energy efficient light bulbs. As a consequence most market participants are optimistic about the market outlook for yttrium oxide, one of major raw materials in the manufacture of low energy light bulbs.
      Avatar
      schrieb am 27.06.08 00:14:56
      Beitrag Nr. 288 ()
      Antwort auf Beitrag Nr.: 34.361.705 von 4now am 24.06.08 13:16:41Automakers think small as precious metal prices soar

      Reuters, Thursday June 26 2008 By Chang-Ran Kim, Asia Autos Correspondent
      TOKYO, June 26 (Reuters) - Reeling from a relentless rise in precious metal prices, Japanese automakers are banking on new know-how, including nanotechnology, to clean up car exhausts in place of platinum and related metals.
      Automakers use platinum, palladium and rhodium in varying amounts in autocatalysts to filter out carbon monoxide and particulate emissions.
      While only a few grams go into every car -- compared with more than 2,000 pounds (900kg) of steel -- the high prices result in a cost of roughly $200 per vehicle on average for the platinum group metals (PGMs).
      With about 55 million cars sold globally last year, that equates to roughly $10 billion of PGMs, and demand is growing.
      Driven by tighter emissions laws, auto industry use of platinum rose more than 8 percent last year and now accounts for some 60 percent of total demand for the metal, which is also used for jewellery.
      Platinum prices have doubled in the past two years, jumping by 50 percent from the start of 2008 alone to a record $2,290 an ounce in early March, due mainly to supply shortages from major producer South Africa.
      Other precious metals such as palladium and rhodium have also shot up in value.
      For a graphic on platinum and palladium prices, click on:
      Japanese automakers have tried to minimise the impact of soaring prices by substituting cheaper palladium for platinum and rhodium and locking in long-term supply contracts.
      But with limited financial hedging available to counter rising prices, most work is going into developing methods to use less or none of the expensive materials.
      NANOTECHNOLOGY TO THE RESCUE
      The fruits of those efforts are due to appear soon.
      Nissan Motor Co, Japan's No.3 automaker, has developed a catalyst for gasoline cars that halves the use of precious metals components by employing nanotechnology.
      Using particles as small as a few billionths of a metre, nanotechnology prevents fine metal particles from clustering in catalysts, enabling engineers to use less precious metals to clean exhaust emissions.
      Nissan, which plans to share the technology with European partner Renault, will start employing it early next year on all new gasoline models.
      Joji Tagawa, corporate vice president in charge of the automaker's treasury department, said Nissan held back from applying a forward rate contract for platinum this year.
      "The reason we were a bit hesitant is that we knew that this technological breakthrough would lead to a significant reduction of platinum usage," he told Reuters.
      Mazda Motor Corp, owned one-third by Ford Motor Co, has achieved a similar feat using single-nanotechnology, which will allow it to slash platinum and palladium use by up to 90 percent. Mazda has not said when the technology would be put to use.
      Honda Motor Co Chief Executive Takeo Fukui said technology, though not yet perfect, also existed to replace precious metals altogether. Honda used a class of minerals called perovskites in an earlier version of the Step Wgn, a minivan sold mainly in Japan, but ditched it due to problems with durability.
      "It was infinitely cheaper than precious metals, but difficult from a durability standpoint," he said. "But we're engaging in all kinds of trials to test technology like that."
      Other promising alternatives are on the horizon.
      Japan's Mitsui Mining and Smelting Co told Reuters last month it aimed to start commercial production in three years' time of a new catalyst that applies silver rather than platinum in diesel vehicles, at almost $2,000 an ounce cheaper.
      Further ahead, Daihatsu Motor Co, Toyota's minivehicle unit, could develop a platinum-free fuel-cell vehicle after it said last year it had found a way to use less costly metals such as cobalt or nickel. Hydrogen fuel-cell cars in development today use an estimated 100 grams of platinum, costing thousands of dollars, to separate protons from electrons in hydrogen atoms.
      TUG-OF-WAR
      The spread of hybrid cars could also reduce usage of PGMs.
      Takeshi Uchiyamada, an executive vice president at Toyota and father of the Prius hybrid, said such gasoline-electric cars use less platinum than vehicles that run solely on gasoline because they give off fewer emissions to begin with. Harmful exhaust gases are emitted most during acceleration in gasoline cars, while hybrids use or get assistance from an electric motor during the process.
      Toyota and Honda both expect about a tenth of their vehicles to be hybridised by the mid-2010s.
      Still, Uchiyamada noted the reduction of platinum use in hybrids was somewhat offset by the use of neodymium, a rare-earth magnet mainly sourced in China, in the motor for the hybrid system, again raising the need to find a comprehensive and drastic solution to the use of scarce materials.
      "The issue of rare metals and rare earth materials is going to be a huge concern for the manufacturing sector," he told Reuters in a recent interview.
      "When you consider (the) growth in demand, the solution in the end-game has to be to go precious-metals-free."
      Avatar
      schrieb am 30.06.08 15:50:22
      Beitrag Nr. 289 ()
      Hi 4now...

      gehe ich da recht in der Annahme, dass im letzten, fett unterlegten Abschnitt...

      "Still, Uchiyamada noted the reduction of platinum use in hybrids was somewhat offset by the use of neodymium, a rare-earth magnet mainly sourced in China, in the motor for the hybrid system, again raising the need to find a comprehensive and drastic solution to the use of scarce materials."

      The issue of rare metals and rare earth materials is going to be a huge concern for the manufacturing sector," he told Reuters in a recent interview."

      die Japaner darauf Bezug nehmen, dass Ihnen auch Neodym zu teuer und zu selten ist, um es bei großen Stückzahlen zu verwenden und sie es versuchen zu substituieren ? Oder hab ich da was missverstanden ? ( ggfalls sollen die teuren PGM durch REE ersetzt werden ? Wäre für die REE die bessere Alternative... zumal die doch billiger und mehr vorhanden sind als Platin ! )

      Übrigens wäre der Beitrag auch gut für den ARU Threat...

      Gruß
      Avatar
      schrieb am 04.07.08 00:17:48
      Beitrag Nr. 290 ()
      Antwort auf Beitrag Nr.: 34.404.671 von ktulu75 am 30.06.08 15:50:22Also ktulu75 ich übersetz mir das so:
      die PGM können zwar durch Silber ersetzt werden dieser Erfolg wird aber etwas aufgehoben durch die notwendigkeit die neodym magnete zu verwenden. Für diese würden sie auch gern etwas anderes finden.

      Bei allem was derzeit dazu zu finden ist steht daß neodym magnete nicht ersetzt werden können.
      Wenn es im Westen REE Minen gibt wird sich auch die Notwendigkeit dazu reduzieren.

      +gruß
      Avatar
      schrieb am 04.07.08 11:13:36
      Beitrag Nr. 291 ()
      Antwort auf Beitrag Nr.: 34.435.536 von 4now am 04.07.08 00:17:48News Nachtrag der LCM Deal ist jetzt abgesegnet.

      GREAT WESTERN MINERALS GROUP COMPLETES ACQUISITION OF LESS COMMON METALS LTD.

      Saskatoon Saskatchewan, July 2, 2008. Great Western Minerals Group Ltd. ("GWMG" or the "Company") announces that, with respect to the acquisition that was previously announced on June 9, 2008 and a follow up press release of June 19, 2008, the Company has acquired all of the issued and outstanding shares of Less Common Metals Ltd. ("LCM") of Birkenhead, United Kingdom.

      The purchase price is £4,000,000 (approximately C$7,880,000), funded as follows:

      (i) £1,500,000 in cash, funded through financing in the UK; and
      (ii) GWMG has issued a £2,500,000 Convertible Debenture and 750,000 common share purchase Warrants to the Vendors.

      The Convertible Debenture has a two year term and is convertible only at maturity or default at the market price of the Company's common shares at the end of the two-year term. The Company may redeem the Convertible Debenture at any time prior to conversion upon payment in full, and payment of an aggregate fee of £300,000. The Convertible Debenture bears interest at a rate of 10% per annum, payable quarterly. Security for the Convertible Debenture is 4,275,000 common shares of Vaaldiam Resources Ltd. held by the Company and the shares of Great Western Technologies Inc., a wholly owned subsidiary of the Company.

      The Warrants have a term of two years and are convertible into common shares of the Company at a price of C$0.30 per common share.

      In addition, Russell Grant, Chairman of LCM, and Gerry Mulder (representative of the major shareholder) have agreed to join the GWMG advisory board. Mr. Mulder and Mr. Grant bring over 40 years experience to GWMG in the specialty metals and Rare Earth markets around the world.

      "There was a concerted effort by GWMG and LCM to conclude these negotiations so that we can move ahead with our business activities, and we appreciate everyone's efforts", said Jim Engdahl, President and CEO of Great Western Minerals Group. Engdahl adds, "This now completes the LCM acquisition which is a critical part of our "Mine-to-Market" strategy as it now adds several major end users of Rare Earth material as clients of GWMG and LCM. We can now focus our efforts on moving forward aggressively with our advanced, flagship property at Hoidas Lake."

      Great Western Minerals Group Ltd. is a Canadian based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Ltd. located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the automotive, battery, magnet and aerospace industries.

      Jim Engdahl.
      President
      Avatar
      schrieb am 04.07.08 11:15:12
      Beitrag Nr. 292 ()
      Antwort auf Beitrag Nr.: 34.437.421 von 4now am 04.07.08 11:13:36Ganzhou to set up strategic rare earth stockpile

      BEIJING (Metal-Pages) 03-Jul-08. Ganzhou government in Jiangxi Province, one of major rare earth production areas in China, is planning to establish a strategic stockpile system in a bid to ensure Ganzhou's future economic security.

      Ganzhou Mining Resources Bureau will complete the first draft of the proposal for establishing the rare earth stockpile system in the second half of this month.

      According to sources from the bureau, the local government should support the setting up of resources stockpiles, and establish the stockpile center for rare earth resources which will take charge of stocking and supervising the resources, raising money and harmonising some other issues.

      In the meantime, the source also suggested that the government should encourage local rare earth companies to invest resources in other areas, in order to maintain Ganzhou’s important status in rare earth market in the future.

      Ganzhou owns the unique ion absorption rare earth resources — heavy rare earth resources rich in yttrium. In the past years, the irregular exploitation and low-level processing have dramatically wasted the rare earth resources in Ganzhou. And the heavy rare earth resources with rich yttrium can only sustain mining for another eight years at best.
      Avatar
      schrieb am 04.07.08 11:26:35
      Beitrag Nr. 293 ()
      Antwort auf Beitrag Nr.: 34.437.430 von 4now am 04.07.08 11:15:12RE industry urges south China mines to consolidate
      BEIJING (Metal-Pages) 30-Jun-08. Temporary shutdowns at many rare earth mines and smelters in southern and northern China during the past month have done little to improve the rare earth market.

      Market participants suggest that it is necessary to get the ion absorption rare earth mines in southern China to fall in line with the other producers and take measures to control market supply, in order for regional cutbacks to have the desired effect.

      Industry sources told Metal-Pages that while the decision by rare earth miners in Ganzhou to halt operations this month has somewhat reduced market supply, in other areas miners have continued to produce as usual, almost negating the positive impact of production cutbacks in Ganzhou. As a result, the overall Chinese rare earth market remains weak.

      “The recent heavy rain has forced some miners to stop production, but this is just temporary, and they will resume operations again when the weather turns better,” said an industry insider. The source suggested that large domestic stocks and unregulated and illegal mining in southern China are the main factors behind the current sluggish market.

      As previously reported by Metal-Pages, since the start of this month, most miners in Ganzhou and Baotou have suspended their operations in a bid to push up prices, as large domestic supply combined with slow demand to depress prices.

      In northern China Baogang has efficiently brought the rare earth market under its control, while the powerful Jiangxi Copper Group is taking the mining of rare earth resources in Sichuan under its wing. However industry insiders are appealing for the ion absorption rare earth industry in southern China to also consolidate, for the sake of regulating the whole rare earth market in China.

      The deposits of ion absorption rare earths are mainly located in Jiangxi Ganzhou, Guangdong and Fujian, and are relatively widely dispersed compared with the rare earth resources in Sichuan and Baotou. This is said to be a significant barrier to the much needed consolidation of the ion absorption rare earth industry in the south.
      Avatar
      schrieb am 05.07.08 11:08:48
      Beitrag Nr. 294 ()
      Antwort auf Beitrag Nr.: 34.437.525 von 4now am 04.07.08 11:26:35Rare earth weekly roundup — Prices set to drop in some rare earth markets

      BEIJING (Metal-Pages) 04-Jul-08. Despite recent market-driven stoppages at many rare earth miners and smelters in Jiangxi and Baotou, prices for some rare earth oxides are showing a weakening trend.

      However industry sources in China said that the planned establishment of a strategic rare earth stockpile by the authorities in Ganzhou would be undoubtedly good news for the market.

      Ganzhou government is planning to establish a strategic stockpile system in a bid to ensure Ganzhou’s future economic security, after years of uncontrolled mining have lead to depletion of resources in the rare-earth rich district. According to sources from Ganzhou Mining Resources Bureau, the local government will support the setting up of a resources stockpiles, and establish the stockpile centre for rare earths which will take charge of stocking and supervising the resources, raising money and harmonizing other aspects of the industry.

      In the meantime, temporary shutdowns at many rare earth mines and smelters in southern and northern China during the past month have done little to improve the rare earth market.

      Market psources suggest that it is necessary to get the ion absorption rare earth mines in southern China to fall in line with the other producers and take measures to control market supply, in order for regional cutbacks to have the desired effect.

      Industry sources told Metal-Pages that while the decision by rare earth miners in Ganzhou to halt operations this month has somewhat reduced market supply, in other areas miners have continued to produce as usual, almost negating the positive impact of production cutbacks in Ganzhou. As a result, the overall Chinese rare earth market remains weak.

      “The recent heavy rain has forced some miners to stop production, but this is just temporary, and they will resume operations again when the weather turns better,” said an industry insider. The source suggested that large domestic stocks and unregulated and illegal mining in southern China are the main factors behind the current sluggish market.

      As previously reported by Metal-Pages, since the start of this month, most miners in Ganzhou and Baotou have suspended their operations in a bid to push up prices, as large domestic supply combined with slow demand to depress prices.

      In northern China Baogang has efficiently brought the rare earth market under its control, while the powerful Jiangxi Copper Group is taking the mining of rare earth resources in Sichuan under its wing. However industry insiders are appealing for the ion absorption rare earth industry in southern China to also consolidate, for the sake of regulating the whole rare earth market in China.

      The deposits of ion absorption rare earths are mainly located in Jiangxi Ganzhou, Guangdong and Fujian, and are relatively widely dispersed compared with the rare earth resources in Sichuan and Baotou. This is said to be a significant barrier to the much needed consolidation of the ion absorption rare earth industry in the south.

      PRASEODYMIUM/NEODYMIUM

      Prices of praseodymium/neodymium oxide have headed further south recently, with the market weighed down by large domestic stocks, while consumption remains poor.

      Chinese market sources reported that prices for 99% min praseodymium/neodymium oxide are around Rmb 145,000/tonne for the time being, although prices of about Rmb 142,000-143,000/tonne have also been seen in the recent market.

      A Baotou-based producer has confirmed the price has been falling. “Although many suppliers are still holding their offers at about Rmb 150,000-155,000/tonne, they have not been able to achieve as high as Rmb 150,000/tonne contractually,” said an executive of the northern producer, revealing that it has concluded a few small parcels at either side of Rmb 147,000/tonne.

      Another Baotou-based supplier told Metal-Pages that some small transactions have been concluded at about Rmb 142,000-143,000/tonne in the past days, much lower than quotations from other producers.

      Meanwhile, prices for 99% min praseodymium/neodymium metal have also decreased to about Rmb 190,000-200,000/tonne (US$34.70-36.50/kg) and some suppliers revealed that buyers were unwilling to accept prices above Rmb 195,000/tonne at present, although some producers have been holding their prices at about Rmb 205,000/tonne.

      Neodymium oxide prices have also softened again due to weakening demand and decreasing raw material prices.

      Chinese market participants suggested that the price for the 99% min rare earth oxide is trading either side of Rmb 170,000/tonne(US$28,566/tonne), while sources reported that levels were at a range of Rmb 175,000-177,000/tonne in the last few weeks.

      A Baotou-based supplier confirmed the situation. “Prices for the rare earth oxide are in the region of Rmb 168,000-170,000/tonne on the spot market, down from Rmb 176,000-177,000/tonne seen a fortnight ago,”said an executive of the northern supplier. “But demand has been sluggish although the prices have significantly decreased,” he complained.

      The source also revealed that some exporters are currently selling the oxide to overseas buyers on long-term contracts. “The export prices are at a range of Rmb 185,000-186,000/tonne, much higher than the prices on spot market,” he added.

      In the meantime, sources reported that consumption of praseodymium oxide has also been very slow in the last few weeks. “We have recently lowered our offer to Rmb 165,000/tonne for the oxide as nobody is interested in buying right now,” said another Baotou-based smelter, reporting that it has been holding quotations at aboutRmb170,000-175,000/tonne for the oxide in past weeks.


      CERIUM

      After a rally in late June, the Chinese cerium oxide market has calmed down somewhat in recent days.

      Chinese market participants reported that prices of 99% min rare earth oxide are still straddling Rmb 17,000/tonne ($2,859/tonne), but some suppliers commented that there seem to be few buyers in the market at the moment

      “We have purchased some oxide at Rmb 13,000/tonne in early June from a broker, and we are planning to produce cerium metal,” said an executive of a Baotou-based smelter. “Although if it is possible, we might be also inclined to sell it at a higher price, but purchasers seem to be uninterested in buying oxide right now and we have received no inquiries,” added the executive.

      Another supplier also reported that the cerium oxide market has not been as active in recent days as it had been last month. “The current high price of the oxide would, to some extent, make buyers more cautious in obtaining the material,” said the source.

      In the meantime, some sources also cited speculation by some brokers as one of the reasons for the relatively quiet physical market.

      Meanwhile prices of lanthanum/cerium chloride (La 35%, Ce 65%) have remained in the range of Rmb10,500-11,000/tonne ($1,764-1,848/tonne) over the past fortnight.

      “Right now we are still able to get the chloride at Rmb 10,500/tonne, but the supply is till tight, ” said an executive of a Baotou-based buyer, adding that prices have doubled since April.

      In the meantime, the producer also reported that it is still holding prices for lanthanum/cerium mischmetal (La 35%, Ce 65%) at Rmb 43,000/tonne, although some other suppliers have lifted their prices to around Rmb 45,000/tonne.

      Meanwhile a producer of lanthanum/cerium chloride told Metal-Pages that it has concluded business at Rmb 10,500/tonne. “However demand from some buyers is not as active as in the past month, due to the recent price rise,” said an official of the producer.

      According to the producer, its manufacturing cost has also increased recently as prices of the raw material, rare earth carbonate have moved up to about Rmb 16,500-17,500/tonne from Rmb 16,000-17,000/tonne due to a shortage of supply.

      TERBIUM/DYSPROSIUM

      Rare earth miners and smelters in Jiangxi Ganzhou are understood to be restarting after temporary stoppages last month, and prices of terbium and dysprosium oxides have further softened in the past days.

      “We received no inquiries for dysprosium oxide in the past week because demand is so sluggish,” complained an executive of a Jiangxi-based producer, “And only some small transactions were concluded in June."

      The producer said it is currently offering Rmb 620/kg($113/kg) for the 99% min rare earth oxide. “However contracted prices would be in the range of Rmb 610-620/kg,” the company executive conceded

      “The stoppages last month have done little to improve the market, and recently prices for some rare earth products have shown a downward trend again,” said an official of another Jiangxi-based smelter, revealing that it has lowered prices for 99% min terbium oxide to Rmb 3,600-3,700/kg($658-677/kg) from Rmb 3,700-3,800/kg seen late last month.
      Avatar
      schrieb am 05.07.08 11:23:20
      Beitrag Nr. 295 ()
      Antwort auf Beitrag Nr.: 34.443.563 von 4now am 05.07.08 11:08:48Unusual Hydrogen Bonding Arrangement May Open Doors to Hydrogen Storage
      http://www.azom.com/News.asp?NewsID=12834
      Avatar
      schrieb am 05.07.08 11:34:07
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 05.07.08 11:38:52
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 07.07.08 00:47:04
      Beitrag Nr. 298 ()
      Antwort auf Beitrag Nr.: 34.443.658 von 4now am 05.07.08 11:38:52http://www.time.com/time/business/article/0,8599,1820418,00.…

      die Autofirmen scheinen richtig druck zu haben umweltfreundliche Fahrzeuge auf den Markt zu bringen.
      das kann nur positiv für das REE Thema sein.
      Avatar
      schrieb am 07.07.08 10:04:12
      Beitrag Nr. 299 ()
      Antwort auf Beitrag Nr.: 34.447.874 von 4now am 07.07.08 00:47:04http://www.lynascorp.com/page.asp?category_id=1&page_id=25
      cerium geht immer weiter hoch
      neodymium und praseodymium schwächeln
      Avatar
      schrieb am 07.07.08 14:02:46
      Beitrag Nr. 300 ()
      Antwort auf Beitrag Nr.: 34.448.763 von 4now am 07.07.08 10:04:12trotz der schwächeren Marktlage bei Nd und Pr sind die Gesamtpreise der REE wie man bei lynas sieht am steigen es ist also nicht notwendig in panik zu verfallen.
      Ich rechne damit daß in den nächsten Tagen/Wochen die exportquote an REE für das zweite Halbjahr bekanntgegeben wird.
      Im 1 Halbjahr waren es ca.22780t. Bin schon gespannt wie hoch die Zahl für das 2. Halbjahr sein wird.
      Daß es für das 2.HAlbjahr eine eigene quote geben wird schließe ich daraus daß heute eine quote für das 2H. für Moly und Indium verööfentlicht wurde. 2007 wurden insgesamt 49000t exportiert.
      Ich nehme an daß trotz des steigenden Bedarfs diese Zahl heuer nicht erreicht werden wird.
      Auch wenn man annehmen könnte daß die Chinesen ihre Lager leeren wollen. Dagegen spricht die Meldung daß sie jetzt strategische Reserven anlegen um die zukünftige Produktion zu sichern.

      Gloom sets in the Pr/Nd market
      BEIJING(Metal-Pages)07-Jul-08. Prices of praseodymium/neodymium are heading further south in China, depressed by large stocks and fading demand, and a bearish sentiment has overcome many market players.

      “Right now we are offering Rmb 145,000/tonne(US$24,356/tonne) for 99% min praseodymium/neodymium oxide, and we would be happy to sell the material at a lower level as well,” said an executive of a Baotou-based producer. “But there are no buyers in the market now,” he complained.

      As reported by Metal-Pages last week, many oxide suppliers have been willing to accept prices of Rmb 142,000 - 143,000/tonne for the oxide. “Some are even likely to sell at less than Rmb 140,000/tonne, but seeing the lack of purchasers, it is does not matter how low you are offering,” said an official of a Jiangxi-based producer.

      The producer is quoting Rmb 190,000/tonne for 99% min praseodymium/neodymium metal, but with no transactions concluded in the past week.

      “The stoppages in June at many mines and smelters have done little to improve the rare earth market, which is making more market participants lose confidence in the future,” commented an industry insider in Baotou. “On the other hand, downstream consumption has been slower than before, and suppliers are not feeling optimistic either,” said he.

      “The market is in a gloomy mood, and it is hard to say at which price level buyers would be prepared to purchase,” added a Jiangsu-based producer.
      Avatar
      schrieb am 07.07.08 14:27:37
      Beitrag Nr. 301 ()
      Antwort auf Beitrag Nr.: 34.450.546 von 4now am 07.07.08 14:02:46vielleicht ein Grund warum die Cerium Preise so massiv steigen
      sind zusätzliche Anwendungen als Katalysator.

      http://www.tcetoday.com/tcetoday/NewsDetail.aspx?nid=10594
      Avatar
      schrieb am 07.07.08 14:32:46
      Beitrag Nr. 302 ()
      Antwort auf Beitrag Nr.: 34.450.778 von 4now am 07.07.08 14:27:37interessant ist daß im artikel cerium als nicht teures metal bezeichnet wird. Ältere Katalysatoren verwenden ja
      platinum, palladium, rhodium, cerium, iron, manganese and nickel.
      Der verstärkte Einsatz von Cerium ist zumindest gegeben
      Avatar
      schrieb am 07.07.08 14:39:11
      Beitrag Nr. 303 ()
      Antwort auf Beitrag Nr.: 34.450.818 von 4now am 07.07.08 14:32:46[July 06, 2008]


      Toyota leads charge for new 'green' power source

      (Japan Times Via Acquire Media NewsEdge) Jul. 6--As the world warms and gasoline prices rise, Japanese automakers are gearing up their efforts to develop vehicles that emit less or zero carbon dioxide.

      The fiercest competition is seen in the race to develop more powerful batteries because such cells will be the key to turning electric vehicles and plug-in hybrids into practical means of transport, industry experts say.

      The efforts of Japanese automakers to develop batteries grabbed the headlines June 11 when Toyota Motor Corp. announced it will develop "next-generation batteries" by 2030 that can outperform lithium-ion cells, which have been widely touted as the likely power source for the "green" cars of the future.


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      "There will be no future for automobiles unless we solve the energy and environmental issues," Toyota President Katsuaki Watanabe said in a speech at the Toyota Environmental Forum, where the automaker unveiled plans to reduce carbon dioxide emissions.

      Gasoline-electric hybrids normally store electricity, created by gasoline engines, in nickel-metal hydride batteries to power electric motors. But larger capacity batteries are necessary to propel "green" cars such as electric vehicles and plug-in hybrids, which are recharged by plugging them into an electric power source.



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      Find Solutions for Enterprises, SMBs & Service Providers at the INTERNET TELEPHONY Conference and EXPO West, September 16-18, 2008. Los Angeles, California.
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      Lithium-ion cells, commonly found in laptops and cell phones, are more powerful than nickel-metal hydride batteries, but they have had problems with overheating, in some cases even igniting, and need to be improved if they are to be used in large machines.

      Toyota did not detail the types of batteries it will develop, but Executive Vice President Masatami Takimoto cited "all solid-state batteries" and "metal-air batteries" as examples of power cells.

      Toyota, a pioneer of gasoline-electric hybrids, said it will set up a new battery department July 1, which will initially have a staff of 50. It will increase the number of staff to 100 by 2010 to include domestic and overseas experts, and university academics.

      "When we develop batteries that outperform lithium-ion batteries (in the future), we will introduce electric vehicles for all of our models," Takimoto said at the forum in Tokyo.

      At this stage, however, the practicality of such "innovative" batteries remains uncertain, industry experts say.

      "Such batteries will have to clear all the hurdles -- they will have to be smaller and lighter than nickel-metal hydride batteries, safe and cheap," said Koji Endo, senior analyst for the car industry at Credit Suisse Securities (Japan) Ltd.

      "It is still unknown whether it is possible (to develop such batteries), what kinds of batteries they have in mind and how many years it will take," Endo said.

      Meanwhile, Toyota said its joint venture with Matsushita Electric Industrial Co. plans to start producing lithium-ion batteries next year for plug-in hybrids to be launched by 2010 in Japan, the U.S. and Europe. Full-scale production will begin in 2010.

      Toyota, which launched the Prius hybrid in 1997, sees the hybrid system as its core technology to reduce emissions and improve fuel efficiency.

      The company aims to introduce hybrids for all of its models in the 2010s and sell 1 million hybrids annually as early as possible in that decade. Also, it will introduce a new hybrid next year.

      The Prius alone in April hit the sales milestone of 1 million units. Counting other hybrids, the company has sold 1.5 million of the vehicles around the world.

      As part of the efforts to popularize hybrids worldwide, Toyota, which produces hybrids in Japan, China and the U.S., announced in June that it plans to start producing the hybrid Camry saloon in Australia and Thailand.

      Production will begin at the Altona Plant of Toyota Motor Corporation Australia in early 2010, with an annual production target of 10,000 vehicles. At the Gateway plant of Toyota Motor Thailand Co., production will commence in 2009, with an annual target of 9,000 vehicles.

      Joining the race to develop lithium-ion batteries, Nissan Motor Co. said May 19 its joint venture with electronics maker NEC Corp. will produce by 2009 high-quality lithium-ion batteries for Nissan's electric vehicles.

      Earlier in May, Nissan Chief Executive Carlos Ghosn said the company will launch a new electric vehicle in business 2010 in the U.S. and Japan, and two years later in other markets.

      Meanwhile, Mitsubishi Motors Corp. established a joint venture with Mitsubishi Corp. and battery-maker GS Yuasa Corp. in December to develop and manufacture advanced lithium-ion batteries for electric vehicles, which it will launch next summer.

      Sanyo Electric Co. and Germany's Volkswagen AG also agreed in May to develop lithium-ion batteries for hybrid vehicles.

      Honda Motor Co. is taking a wait-and-see approach to the competition.

      "We are considering lithium-ion batteries, but we are not yet planning to load the batteries in models to be launched next year," Honda President Takeo Fukui said at a news conference in May.

      Honda is rather focusing on hybrids that are not charged by plugging them into an electricity source but by electricity created by gasoline engines while further developing fuel-cell cars.

      Honda said in May it will launch a new gasoline-electric hybrid model early next year in Japan, North America and Europe, underlining its emphasis on hybrids as the core of its ecofriendly vehicle business.

      Honda, Japan's second-largest automaker in terms of sales, expects annual sales of the new hybrid model to reach 200,000 worldwide during the next decade. Combined with the hybrid versions of its Fit, Civic and CR-Z cars, Honda expects its global hybrid car sales to reach 500,000 a year, President Takeo Fukui told reporters.

      "As of now, I see hybrids as the most realistic and most effective" among "green" vehicle technologies, Fukui said as he unveiled the project as part of Honda's three-year strategy through business 2010.

      Sales of Honda's current sole hybrid model -- a hybrid Civic -- stood at 51,759 units worldwide in 2007.

      Honda has developed hydrogen fuel-cell cars as another type of ecofriendly vehicle. The automaker began producing the cars in June, and will start leasing its FCX Clarity in July in the U.S. and this fall in Japan. Fukui said the firm expects to lease about 200 vehicles in the next three years.

      As for fuel-cell vehicles, Toyota announced June 6 that it has developed a fuel-cell hybrid vehicle, the TOYOTA FCHV-adv, equipped with the newly designed high-performance Toyota FC Stack.

      Toyota's fuel-cell system was enhanced to further improve cruising distance and low-temperature starts, which had presented obstacles to widespread fuel-cell vehicle use, it said.

      Analysts expect any mass production of fuel-cell cars will come after plug-in hybrids and electric vehicles.

      "Fuel-cell cars priced below ¥10 million are expected to appear in around 2015 and any mass production of them may come around 2020," Credit Suisse's Endo said.

      But fuel-cell cars face many hurdles.

      Experts say it will take some time before fuel-cell vehicles become commercially viable due to high costs and lack of sufficient infrastructure, like hydrogen stations.

      As for diesel-engine cars, another type of environmentally friendly vehicle that limits carbon dioxide emissions, Japanese automakers are not as aggressive as their European counterparts. Currently, no Japanese automaker sells a diesel passenger car in Japan. Mercedes-Benz Japan Co. is the only maker that offers them here.

      Unlike in Europe, diesels have not been popular in Japan because of their image as noisy vehicles that produce heavy emissions. But that is no longer true, industry experts say.

      As a positive sign, Nissan said in June that it will introduce the diesel X-Trail sport utility in Japan in September.

      The X-Trail diesel was launched last year in Europe, where diesels are much more popular that in Japan and the U.S.

      It will be the first time since January 2003 that Nissan will sell diesel passenger cars in the domestic market. This will enable the X-Trail to meet the new domestic emissions regulatory standards that take effect in October 2009, Nissan said.

      "The (X-Trail) diesel will cut about 20 percent of carbon dioxide emissions compared with gasoline engines," said Yo Usuba, senior vice president of Nissan, in June.

      "Under the new and stricter regulations in Japan, diesel passenger cars need to cut nitrogen oxide emissions to less than 0.08 grams per km and particulate matters to 0.005 grams per km. The X-Trail diesel will use the M9R diesel engine, which Nissan jointly developed with its parent, Renault SA."

      The engine reduces nitrogen oxide and particulate matters to meet the stricter regulations.

      Nissan said diesels are good for long distances while electric vehicles and hybrids are best suited for town driving.
      Avatar
      schrieb am 07.07.08 16:36:00
      Beitrag Nr. 304 ()
      Antwort auf Beitrag Nr.: 34.450.871 von 4now am 07.07.08 14:39:11Patience is a virtue when Prius battery supply chains go flat
      By Jonathan Soble in Tokyo and Bernard Simon in Toronto

      Published: July 7 2008 03:00 | Last updated: July 7 2008 03:00

      The list of virtues possessed by Toyota Prius drivers just keeps growing. There is environmentalism, of course, and - as oil prices skip toward $150 a barrel - economic savvy. Increasingly, there is also patience.

      Waiting lists for Priuses have expanded sharply as demand outstrips the Japanese carmaker's capacity to build the petrol-electric hybrid vehicles. Toyota - normally a paragon of supply-chain management - admits to "bottlenecks", particularly in batteries, which have slowed turnover even as drivers clamour for more fuel-efficient cars.

      Prius sales last month in the US - where two in three of the cars are sold - were a third lower than in June 2007, at 11,765 units.

      George Ramirez, sales manager at the Toyota dealership in Salinas, California, says customers are waiting between six weeks and four months for the cars - a particularly unusual situation in a country where buyers are accustomed to driving their choices straight off the lot.

      "The demand is very high," Mr Ramirez says.

      Even those customers who are able to get their hands on a Prius may not be as happy as Toyota would like.

      Some dealers are taking advantage of the shortage by charging more than the recommended sticker price, and buyers often have little choice but to take whatever colour and accessories are available.

      A weakening US economy may be hurting hybrid sales in some places - the cars sell for roughly $5,000 more than equivalent gasoline-only models, after all - and strong sales early last year may have exaggerated the scope of recent declines.

      But dealers and analysts agree that lack of supply is Toyota's primary problem: the company's total US sales fell faster than General Motors' in June in spite of GM's fuel-guzzler-heavy product mix.

      Toyota can take credit for anticipating society's long-term falling out with carbon-based fuels, having sold the first Prius in 1997. Even so, forecasting demand for hybrid vehicles has been a challenge.

      Hybrids are only beginning to move beyond niche-market status - annual Prius sales passed the 100,000 mark for the first time in 2004 - and sales are linked more directly than those of other cars to the volatile price of oil.

      "Even Toyota couldn't predict such a high level for oil prices," says Hirofumi Yokoi, analyst at CSM Worldwide, an automotive market research firm.

      Still, the supply problems - which follow embarrassing vehicle recalls in 2006 and 2007 - may be another sign that Toyota's rapid international growth in recent years is stretching its renowned management powers. "It's even harder the more they expand outside their comfort zone," Mr Yokoi says.

      Fixing the Prius shortage will take time. In addition to batteries, other hybrid components, such as regulators and transaxles, are also in short supply, insiders say.

      Toyota has also been forced to scale down production at assembly plants to re-tool them to build the next Prius model, which is set to be launched around the world in early 2009.

      However, it is in batteries where the biggest shortage lies. Every battery in a Toyota hybrid is made at a factory in Shizuoka, Japan, by Panasonic EV Energy, a joint venture between Toyota and Matsushita Electric, Panasonic's parent.

      The factory can produce 500,000 nickel metal hydride battery packs a year, imposing a natural ceiling on Toyota's total hybrid output.

      Toyota is targeting sales of about 450,000 hybrid vehicles this year, including petrol-electric versions of its Camry sedan and Lexus luxury models.

      Between March and May it sold an average of 47,000 hybrids a month - a pace that would have put it on track to sell about 85,000 more cars than expected by the end of the year.

      Panasonic EV is expanding capacity at the Shizuoka plant and should be able to churn out about 800,000 batteries a year from 2009.

      It is also planning a new factory in Miyagi, northern Japan, which will raise annual output to more than 1m battery packs beginning in 2010.

      That will still leave many would-be buyers frustrated with petrol selling at more than $4 a gallon in the US.

      Other hybrid makers buy batteries from third-party manufacturers such as Sanyo, the Japanese electronics group.

      Toyota says it will not "cross off" the possibility of buying from outside if demand continues to soar, but believes that the benefits of its exclusive arrangement with Panasonic EV still outweigh the costs.

      "Stopgapping is not what we do," the company says. "Right now, what we think is best for the customer is to use our own batteries. They're not a black box for us."

      Toyota's inability to meet demand could provide an opening for other hybrid makers, including Honda, GM and Ford, but for now drivers' options are limited. Rivals' production runs are small - Honda, considered a close rival to Toyota in hybrid technology, sold fewer than 52,000 units of its single hybrid model, a Civic sedan, last year - and many big launches are not planned until 2009 or beyond.

      Germany's Daimler plans to offer a Mercedes-Benz S400 hybrid next year, although the luxury sedan will be far out of reach for most buyers. Also in 2009, Honda plans to offer a new hybrid-only five-door that will have an initial sales target of 200,000 units, part of a plan to sell 500,000 hybrid cars annually beginning early in the next decade.

      Yozo Hasegawa, author of Clean Car Wars , says Toyota will keep its lead in the segment if its new capacity comes online as scheduled, "but its relative advantage is diminishing", he adds.
      Avatar
      schrieb am 07.07.08 16:50:35
      Beitrag Nr. 305 ()
      Antwort auf Beitrag Nr.: 34.452.153 von 4now am 07.07.08 16:36:00ferrari mit hybrid model
      http://www.carcentral.com.au/200807071963/hybrid/electric/fe…
      Avatar
      schrieb am 08.07.08 12:10:39
      Beitrag Nr. 306 ()
      Antwort auf Beitrag Nr.: 34.452.325 von 4now am 07.07.08 16:50:35da GWG mit seinen Tochterfirmen Superalloys herstellt
      stell ich jetzt und auch in Zukunft Nachrichten zu diesem Sektor ein.

      Superalloy producers hold tight in aerospace turbulence

      SÃO PAULO (Metal-Pages) 08-July-08. The next two years could be crucial for suppliers to the aeropace industry, analysts told Metal-Pages, after Brazilian regional jet maker Embraer posted better-than expected production figures on Monday.

      Among those keenly eyeing the jet market will be producers of aerospace superalloys.

      Production chain suppliers are likely to be working on parts for planes two to three quarters ahead, one analyst said. adding: “The bigger deal for them is what their longer term outlook is like,”

      “It’s better than expected but we still have long term concerns given what is happening in the US,” a second analyst said.

      Added to a generally gloomy economic picture, record oil prices have led airlines in the United States, Europe and elsewhere to cut back the number of flights and raise fares, amid forecasts that at least one major airline could go out of business by the end of the year.

      But even if high oil prices do force airlines to cut back on the number of planes they take delivery of, record order books and impressive production rates could help them weather the storm until things pick up again.

      In April, US aerospace manufacturer Boeing reported double-digit growth in earnings for the first quarter of 2008 and a record backlog in orders.

      Altogether aerospace accounted for 75% of the superalloy market in 2006, followed by land based turbines, automotive, oil and gas and tool applications.

      The USA is by far both the largest producer and the largest consumer of superalloys, including aerospace superalloys, accounting for 58% of their global use.

      Superalloys continue to be a major consumption area for cobalt, even through in recent years the battery sector has taken up a larger share of global cobalt use.

      At the Metal-Pages Metals for the Aerospace Industry 2008 Conference in Barcelona in April, supply shortage and rising prices of rhenium split opinion on whether rhenium’s high cost and scarcity will lead it to be engineered out of aerospace alloys.

      General Electric is already testing nickel based alloys that are low in or completely free from rhenium in aerospace engine components that currently use rhenium-bearing alloys.

      One of those companies hoping to shrug off fears about the future of the aviation industry is Brazilian regional jet maker Embraer - the world’s third or fourth aircraft manufacturer, depending on whose figures you read.

      On Monday, Embraer said it delivered 52 aircraft during the second quarter of 2008, posting a record of 97 jets for the half-year – a 59% increase on the same six month period in 2007.

      At the end of June, firm orders stood at $ 20.7 billion with the company forecasting it will deliver 195 to 200 jets in 2008, as well as ten to 15 Phenom 100 four searter light executive jets.

      Though Embraer has hinted at flat deliveries for its commercial jets, the Sao Paulo state-based company expects to offset this with more business jets in 2009.

      “As long as that holds up, I think that will be good for the suppliers,” the first analyst said.
      Avatar
      schrieb am 08.07.08 12:58:11
      Beitrag Nr. 307 ()
      Antwort auf Beitrag Nr.: 34.458.908 von 4now am 08.07.08 12:10:39Cerium oxide market quiet in China
      Ce Metal 99% min FOB China 8.9 - 9.2 $/kg

      BEIJING (Metal-Pages) 08-Jul-08. The cerium oxide market in China has been quiet recently, and buyers are said to be in no hurry to purchase the rare earth oxide.

      Prices of 99% min cerium oxide have risen to about Rmb 18,000/tonne(US$3,025/tonne) in the second half of last month on the back of domestic supply shortage and relatively strong demand, but over teh past week few deals have been concluded, market sources said.

      “Although suppliers have been holding their prices at either side of Rmb 17,000/tonne, buyers have been watching the market,” said an executive of a Baotou-based supplier, suggesting that contracted prices would be in the range of Rmb 16,000-17,000/tonne for the oxide.

      Meanwhile another supplier told Metal-Pages that offers of around Rmb 15,000-16,000/tonne have also been visible in the domestic market in recent days amid lack of purchasing , however many suppliers are still maintaining their prices at about Rmb 17,000/tonne.

      In the meantime, sources also suggested that brokers have released some of their stocks of cerium oxide into the market in the past weeks, which is one of reasons for the recent downturn in prices.
      Avatar
      schrieb am 08.07.08 14:44:20
      Beitrag Nr. 308 ()
      Antwort auf Beitrag Nr.: 34.459.383 von 4now am 08.07.08 12:58:11die exportquoten für Rare earth für das 2Halbjahr sind da.
      eine extreme reduktion!!!!!!!!
      im H1 2008 waren es noch 22780t jetzt sind es nur mehr 11376t
      zusammen also 34156t REE Export 2008 und daß nach 49000t für 2007
      na das schau ich mir an wie die industrieverarbeiter das loch decken.

      Chinese export quotas for rare earth in H2 2008

      BEIJING (Metal-Pages) 08-Jul-08. The Chinese government has announced export quotas for rare earths for the second half of 2008, with the total amount of 11,376 tonnes allocated between 25 companies, as detailed below:

      Avatar
      schrieb am 08.07.08 19:21:41
      Beitrag Nr. 309 ()
      Antwort auf Beitrag Nr.: 34.460.396 von 4now am 08.07.08 14:44:20mr malashewski (investor relations von gwg) sagt dazu:

      We understand they are cutting back on exports and that will continue, which is a big concern to the end users. According to our contacts in Japan, the situation is China may be worse than we expect (which is good for the REE explorers). We believe that some of those end users may be stockpiling under the circumstances, but we can't confirm.

      Perhaps this is an excellent justification for accelerating our exploration programs.

      Ron
      Avatar
      schrieb am 08.07.08 21:02:18
      Beitrag Nr. 310 ()
      adäquat gute beiträge, kompliment!
      Avatar
      schrieb am 09.07.08 13:43:30
      Beitrag Nr. 311 ()
      Antwort auf Beitrag Nr.: 34.464.876 von nicolani am 08.07.08 21:02:18Chinese rare earth export quotas down more than 20% in 2008

      BEIJING(Metal-Pages) 09-Jul-08. The export quotas for rare earths granted by the Chinese government for the second half of 2008 totalling 11,376 tonnes are only half the quota volumes allocated for the first six months of the year.

      Added to the quotas for the first six months of 22,780 tonnes, the total rare earth quotas for 2008 are 34,156 tonnes, while in 2007 the total export quotas were 43,574 tonnes , with 19,601 tonnes allocated for the first half of the year and a somewhat higher amount of 23,973 tonnes allocated for the second half.

      As a result, the total export quotas for 2008 are down by 9,419 tonnes or 21.6% compared with last year.

      Chinese industry sources suggested that the government uses the export quota system to limit rare earth exports for the sake of protecting domestic rare earth resources and promoting the development of downstream rare earth products in China.
      Avatar
      schrieb am 09.07.08 13:57:42
      Beitrag Nr. 312 ()
      Antwort auf Beitrag Nr.: 34.469.845 von 4now am 09.07.08 13:43:30wenn man den unten folgenden Text anschieht dann schreiben die von 49000t in 2007 (inkl.RE Magnete) die 43,574tons in der heutigen News bezieht sich also auf andere Produkte eventuell ohne die Magnete ?
      Nichtsdestotrotz bleibt die Reduktion um mehr als 21% (14,9%2007)und das sollte irgendwann spürbar werden weil ja der Bedarf steigt.



      In 2007, China's export volume of rare earth products (rare-earth magnet included) was 49,000 tons, down 14.93% year on year, but the export value reached US$1,18 billion, up 51% year on year. Among the total exports, the export volume of rare-earth magnet, exporting to 69 countries and regions, reached 21,532 tons, nearly doubling against the pervious year, and the export value was US$415 million, up 36.96% year on year. The top nations and regions in terms of China's export volume were Hong Kong and USA, Japan, Singapore, German, Thailand, Korea, Italy, Holland and Finland.

      http://findarticles.com/p/articles/mi_m0EIN/is_2008_April_29…
      Avatar
      schrieb am 10.07.08 13:25:39
      Beitrag Nr. 313 ()
      Antwort auf Beitrag Nr.: 34.469.990 von 4now am 09.07.08 13:57:42La/Ce chloride soften in China


      BEIJING(Metal-Pages)10-Jul-08 Prices of lanthanum/cerium chloride have softened in the last few days due to the recent relatively quiet demand from downstream smelters.

      Sources reported that values of lanthanum/cerium chloride (La 35%, Ce 65%), for the time being, are trading either side of Rmb 9,500/tonne(US$1,599/tonne), compared with a range of Rmb 10,500-11,000/tonne seen in late June and at the start of this month.

      “Prices of the chloride are unable to hit Rmb 10,500/tonne right now as buyers have postponed their purchasing recently,” said an executive of a Baotou-based supplier, revealing that transactions are likely to trade in the range of Rmb 9,000-9,500/tonne.

      Another Baotou-based producer has also confirmed the situations. “More output of lanthanum/cerium mischmetal has come out during the last two months, and many smelters have been holding stocks of the mischmetal,” said an official of the northern producer. “As a result they are in no hurry to buy in the chloride to convert into the mischmetal, which causes the recent relatively quiet market for the chloride, followed by the prices softening,” explained the official.

      According to the source, levels of the chloride are trading either side of Rmb 9,500/tonne now. “Meanwhile prices for the mischmetal are in the region of Rmb 41,000-43,000/tonne, and it is currently difficult to hit Rmb 45,000/tonne,” added he.
      Avatar
      schrieb am 11.07.08 10:11:16
      Beitrag Nr. 314 ()
      Antwort auf Beitrag Nr.: 34.479.171 von 4now am 10.07.08 13:25:39jack lifton schreibt heute auch über zunehmenden ceriumeinsatz in katalysatoren
      http://www.resourceinvestor.com/pebble.asp?relid=44280
      Avatar
      schrieb am 11.07.08 11:43:22
      Beitrag Nr. 315 ()
      Antwort auf Beitrag Nr.: 34.486.215 von 4now am 11.07.08 10:11:16VW und Brennstoffezellen interessant finde ich daß sie nicht nur das Auto verkaufen wollen sondern auch das Ding daß man sich in Garage hängt und das den Wasserstoff produziert. Das Ding kostet soviel wie das Auto. (USD50000)
      http://www.popularmechanics.com/blogs/automotive_news/427267…
      GWTI arbeitet ja an Hydrogen Storage Materialien deshalb passt das Thema auch hier rein.
      Avatar
      schrieb am 11.07.08 23:02:55
      Beitrag Nr. 316 ()
      Antwort auf Beitrag Nr.: 34.487.055 von 4now am 11.07.08 11:43:22Kennt ihr eigentlich diese Rare Earth Studie von Anfang 2007 ?
      Sie enthält die höchsten Schätzungen für Rare Earth die ich je gelesen habe.

      At present, the global demand for rare earth, calculated in rare earth oxide, is up to approximately 80,000-90,000 tons annually. Yet, in China, the treatment capacity of rare earth has realized 200,000 tons per year, and smelting & separating capacity has reached more than 200,000 tons annually.

      The global application of rare earth is forecasted to be 110,000 tons in 2007. The global demand for rare earth in 2010-2012 will be 600,000 tons (including 350, 000 tons applied in hybrid electric vehicle), half of which will come from China. The global demand for rare earth in 2020-2025 will reach 2 million tons (including over 1.5 million tons applied in hydrogen fuel vehicle, hybrid vehicle and electric vehicle, each accounting for 1/3), some 35% (around 700.000 tons) of which will come from China.

      http://www.okokok.com.cn/Abroad/Class121/Class100/200701/115…
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      schrieb am 13.07.08 12:38:40
      Beitrag Nr. 317 ()
      Antwort auf Beitrag Nr.: 34.493.305 von 4now am 11.07.08 23:02:55magnetische kühlschränke mit gadolinum.
      bei den schweizern sieht das schon ganz brauchbar aus

      http://www.energie-cluster.ch/History/Bilder/NL_30/NL_2006_3…
      http://www.innovations-report.de/html/berichte/physik_astron…
      Avatar
      schrieb am 14.07.08 14:10:43
      Beitrag Nr. 318 ()
      Hi 4now,
      hast Du eine aktuelle shareholder top20 bei der Hand?

      Grüsse,
      Pisa
      Avatar
      schrieb am 14.07.08 16:31:47
      Beitrag Nr. 319 ()
      Antwort auf Beitrag Nr.: 34.501.656 von pisa am 14.07.08 14:10:43nein leider aber ich schreib ein mail an gwg und frag mal
      http://www.reuters.com/finance/stocks/institutionalHolders?s…

      laut art bechstein ist RAB mit 33% beteiligt siehe posting#2
      Avatar
      schrieb am 18.07.08 12:09:54
      Beitrag Nr. 320 ()
      Antwort auf Beitrag Nr.: 34.502.970 von 4now am 14.07.08 16:31:47so sieht der 4now das auch alles künstlich Panik!

      http://www.be24.at/blog/entry/19270
      Avatar
      schrieb am 18.07.08 13:24:41
      Beitrag Nr. 321 ()
      Antwort auf Beitrag Nr.: 34.536.419 von 4now am 18.07.08 12:09:54http://www.be24.at/blog/entry/19270" target="_blank" rel="nofollow ugc noopener">http://www.be24.at/blog/entry/19270
      Avatar
      schrieb am 18.07.08 14:32:45
      Beitrag Nr. 322 ()
      Antwort auf Beitrag Nr.: 34.537.097 von Fruehrentner am 18.07.08 13:24:41Jul 18, 2008 08:03 ETGreat Western Minerals Group Announces Early Exercise Warrant Incentive Program to Raise Up to $10.6 Million
      SASKATOON, SASKATCHEWAN--(Marketwire - July 18, 2008) -

      NOT FOR DISTRIBUTION TO THE UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

      Great Western Minerals Group Ltd. ("GWMG" or the "Company") (TSX VENTURE:GWG)(PINK SHEETS:GWMFG) is pleased to announce an early exercise warrant incentive program (the "Program") designed to encourage the exercise of up to 38,720,803 share purchase warrants (the "Warrants") for gross proceeds of up to approximately $10,648,220. The Program will be open for a 30 day period which is anticipated to commence on Monday July 21, 2008, and end on Tuesday August 19, 2008 (the "Early Warrant Exercise Period"), subject to the approval of the TSX Venture Exchange ("TSXV"). Existing holders of Warrants may exercise their Warrants at a discounted price of $0.275 per Warrant. Exercising holders of Warrants will be entitled to receive an additional one-half of one share purchase warrant for each warrant exercised, with each whole additional share purchase warrant (each an "Incentive Warrant") entitling the holder thereof to purchase one common share in the capital of the Company for a period of 24 months following the date of issuance at a price of $0.35 per Incentive Warrant. Each Incentive Warrant is subject to a four month hold period commencing upon the issuance of such Incentive Warrants at the conclusion of the Program. In connection with the Program, the Company has applied to list the Incentive Warrants on the TSXV upon the expiry of the four month hold period. The application to list the Incentive Warrants is subject to, among other things, the approval of the TSXV.

      All Incentive Warrants will be issued pursuant to a warrant indenture to be entered into between the Company and Computershare Trust Company of Canada.

      If all Warrants are exercised on or before the expiry of the Early Warrant Exercise Period, the Company expects it will:

      - receive gross proceeds of approximately $10,648,220;

      - issue approximately 38,720,803 common shares pursuant to the exercise by the holders of the Warrants in accordance with the terms of the Program; and

      - issue approximately 19,360,402 Incentive Warrants to encourage the early exercise of the Warrants by the holders thereof.

      The proceeds arising from the Program will be used by the Company for the ongoing exploration and development of its projects, principally Hoidas Lake and Deep Sands, to further develop the customer base and expand the range of products and services of each of Great Western Technologies Inc. and Less Common Metals Ltd. and for general working capital purposes. The Company anticipates that the Program will provide it with the capital to execute its business plan while reducing overall dilution to shareholders as opposed to engaging in a new financing. "We believe the Program offers a win-win opportunity for our warrantholders and shareholders. It allows the Company to access low-cost capital and potentially accelerate our projects", stated Jim Engdahl, President.

      If a warrantholder does not exercise his or her Warrants prior to the end of the Early Warrant Exercise Period, the Warrants will remain outstanding and continue to be exercisable for common shares of the Company on the same terms applicable to such warrants as they existed prior to the Program. Warrants held by insiders of the Company, warrants previously issued to agents as compensation or held by employees of such agents, and warrants the Company issued to the vendors of Less Common Metals Ltd., as more particularly described in the Company's press release of July 2, 2008, will not be eligible for the Program (the "Ineligible Warrants").

      The Warrants represent all of the outstanding warrants of the Company, other than the Ineligible Warrants, and were originally issued pursuant to private placements completed in 2006 and 2007 including:

      - 706,628 warrants dated September 27, 2006, having an exercise price of $0.60 and expiring September 27, 2008;

      - 1,049,000 warrants issued pursuant to private placements which closed in December of 2006, having an exercise price of $0.60 and expiry dates of December 6, 2008, and December 19, 2008;

      - 4,544,000 warrants issued pursuant to private placements which closed in December of 2006, having an exercise price of $0.70 and expiry dates of December 6, 2008, and December 19, 2008;

      - 475,000 warrants issued pursuant to a private placement which closed in March of 2007, having an exercise price of $0.43 and expiring March 2, 2009;

      - 3,911,175 warrants issued pursuant to a private placement which closed in May of 2007, having an exercise price of $0.55 and expiring May 18, 2009;

      - 2,547,500 warrants issued pursuant to a private placement which closed in June of 2007, having an exercise price of $0.55 and expiring June 26, 2009;

      - 1,050,000 warrants issued pursuant to a private placement which closed in July of 2007, having an exercise price of $0.55 and expiring July 18, 2009; and

      - 24,437,500 warrants issued pursuant to a private placement which closed August 14, 2007, having an exercise price of $0.55 and expiring August 14, 2009.

      Holders of Warrants ("Warrantholders") who elect to participate in the Program will be required to deliver to the following to the Company:

      (i) a duly executed Warrant Amendment, Exercise and Subscription Agreement (the "Amendment Agreement");

      (ii) the original certificate representing the Warrants being exercised; and

      (iii) the applicable aggregate exercise price payable to the Company by way of certified cheque, bank draft or wire transfer.

      The terms and conditions of the Program and the method of exercising Warrants pursuant to the Program will be set forth in the Amendment Agreement, which will be mailed to the registered address of each Warrantholder, posted on SEDAR and is available on the Company's website at www.gwmg.ca. The summary of the Program herein is subject in its entirety to the terms and conditions of the Amendment Agreement. Only Warrantholders who are "accredited investors" under applicable securities laws or who provide satisfactory evidence that they meet the requirements of a similar exemption from the prospectus and registration requirements of applicable securities laws may participate in the Program.

      Pursuant to the terms of an engagement letter dated May 27, 2008, Research Capital Corporation agreed to act as lead soliciting agent and financial advisor to the Company in connection with the Program with PowerOne Capital Markets Limited acting as sub-agent (collectively, the "Agents"). Pursuant to the terms of the engagement letter, Research Capital Corporation is entitled to a work fee of $35,000 and the Agents are collectively entitled to a success fee equal to 6% of the total gross proceeds from the Program.

      About Great Western Minerals Group Ltd.

      Great Western Minerals Group Ltd. is a Canadian-based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Ltd. located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produces a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      For further information, please contact Ron Malashewski, Manager of Investor Relations at (306) 659-4500. Email inquiries should be made to info@gwmg.ca and the company website is located at www.gwmg.ca. Inquiries by direct mail should be addressed to Great Western Minerals Group Ltd., 226 Cardinal Crescent, Saskatoon, SK S7L 6H8.
      Avatar
      schrieb am 18.07.08 23:38:44
      Beitrag Nr. 323 ()
      Antwort auf Beitrag Nr.: 34.537.723 von 4now am 18.07.08 14:32:45North American Minor Metals Predicament Obscured By Oil Crisis

      By Jack Lifton
      15 Jul 2008 at 05:51 PM GMT-04:00


      Last week, Senator Jon Cornyn (R-Texas) said that, “The U.S. is the only country in the world that refuses to develop its own natural resources.” It might have been more accurate for him to have said that the U.S. is the only country in the world that can be not only self sufficient in most natural resources, but has the money and the technology to do so, and yet does not.

      He was speaking mostly, in fact, about oil. However it is crucial to understanding the natural resources supply crisis to note that the problem is much more broadly based than just on the U.S.’ dependence on foreign supplies of liquid and gas hydrocarbons. Americans need to understand that due to political refusal to develop their own abundant natural resources of strategic metals and minerals the U.S. has already become totally dependent on foreign sources, most of them unfriendly—or at best disinterested in American problems—for the very survival of some of U.S. basic industries and its place in the world! The wolf of resource hunger is literally at America’s door and the best the U.S.’ political class can think to do is to try and reason with the beast.




      Adapting to a global market. American heavy industry now tries, after a very late start, to adapt to a now large, growing, and very competitive global marketplace for raw materials, for which there was little or no demand in the recent past. It has and put its American engineering and scientific resources into developing new technologies based on these new raw materials. The political class simply ignores the economic consequences of their anti-domestic-natural-resource-production actions. Moreover, with critical needs of the newest energy-saving and emissions-reducing technologies, it has made it impossible to obtain the necessary raw materials from domestic sources even though the U.S. could be self sufficient in these resources. In other words the U.S.’ political class is fighting against the very things they claim to champion, reduced:

      Energy consumption; and
      Pollution through the use of minor metals based technologies for alternative energy production; and
      Energy consumption and emissions from machinery and vehicles.
      Unless environmental bipolar disease, otherwise called economic-consequence-realization-disability, ECRD, is cured, the U.S. will lose not only its American owned-and-operated automotive industry but also its heavy industries and high tech sector as well.

      Dependencies become self sustaining. Those who do not believe this need to take note of the fact that America’s growing dependence on foreign sources of liquid and gas hydrocarbons and its total dependence on foreign sources of strategic and critical minor metals will not change if it turns out that global warming is only a periodic phenomenon that is not affected by or caused by human activity. Today’s, American natural resources dependencies are politically driven. And many believe that they are a positive response to and a contribution to stopping global warming. The dependencies are now self sustaining due to:

      Producing countries using their own natural resources to develop their own economies through the development of local heavy industries and high technology sectors just as the U.S. developed its own world-leading economy;
      The mistaken belief by American financiers and business managers that the mechanics of free market capitalism as practiced in the U.S. will trump those of command economies and mixed free market/command economies, so that they wrongly believe that 1.) Any commodity will be available if a sufficiently high price is offered, and 2.) Demand alone will always generate new supplies; and
      The mistaken belief that the dollar will always be the world’s reserve currency no matter what its value versus the currencies either of natural resource producing countries or those of countries without large trade imbalances.
      Rare Earth Metals. An excellent example of North America’s self-created supply-crisis is the situation today with the industrially critical rare-earth metals.

      In 1994 the United States was self sufficient in the 17 rare earth metals, scandium yttrium, and the 14 naturally occurring metals beginning with lanthanum, atomic number 57, and proceeding by one step at a time to lutetium, atomic number 71 (One of the series, promethium, atomic number 61, is naturally radioactive, short lived, and is no longer found on earth).

      What are they used for and what is the significance of these metals? You may not have heard of most, if any, of these rare earth metals, but the general public and many industries, (and to a large extent, our politicians), do not understand that, without these rare earth metals, we simply would not have the technology that we have today. And now, with an impending crisis, it may be very difficult for us to retain a leadership role in new technology. We are on a slippery slope and the slope is getting steeper at a rapidly accelerating rate.t have heard of most, if any at all, of these rare earth me, but the general pub

      In 1994, Mountain Pass mine, in southern California, produced 100% of U.S. demand for all of the rare earths, as well as 34% of the global demand for rare earths. The mine’s owner, MolyCorp—a unit of Occidental Petroleum—shut the operation down in 1994, because cost exceeded revenue. In the late 1990s Occidental Petroleum itself went on the auction block. Pressure from the U.S. government, designed to keep Occidental’s deep sea drilling technology, molybdenum production, and North American marketing organization out of the hands of the China National Oil Co., CNOOC, led Chevron to acquire all of the assets of Occidental. They included the shut-down Mountain Pass rare-earth mining and refining operations.

      Late-20th century dawn of electric cars. In 1984 Sumitomo of Japan and General Motors in the USA had completed a joint research-and-development program to develop a small powerful permanent magnet that could be used to make electric motors smaller and lighter. This allowed all automobile doors to be made thinner and still contain the motors for power windows and power locks. The critical material for such motors was the rare earth, neodymium. Until 1994 the revolutionary, small, and powerful electric motors for vehicle applications were made for the US either by a GM Delco subsidiary or by a licensee of the process, which paid a royalty to GM in the form of a discount on every motor made.

      After 1994 when neodymium was no longer produced in the U.S., even though the demand for small electric motors for an ever increasing variety of applications was booming, the neodymium-iron-boron magnet-manufacturing business went to Japan. Japan has no domestic supplies of rare earth metals, and these were then obtained by Japan from the People’s Republic of China, which, upon the shut-down Molycorp’s Mountain Pass operation, became the world’s sole supplier of rare earth metal concentrates. There was a short interlude after Mountain Pass shut down when some Russian and Indian sources of rare earth metals were available but Chinese predatory pricing quickly eliminated those sources just as many now believe that the same strategy had put Mountain Pass out of operation by 1994.

      In the mid-1980s the American materials research company, Energy Conversion Devices, Inc., while working on hydrogen storage alloys had developed a rechargeable storage battery system based on the alloy LaNi5 where La is the name metal of the continuous band of increasing atomic numbered metals beginning with number 57, lanthanum, the lanthanides or ‘rare earths.’ This battery type, nickel metal hydride (NiMH), was able to hold twice the amount of energy as a lead acid battery and as GM looked at it as a possible battery for the electric car, which the company, was developing to meet California’s 1999 deadline for a zero emissions car. Toyota quietly licensed the battery technology. GM’s engineers determined that the first type of NiMH battery could not stand the deep discharge necessary to move a car from a dead stop and continue its forward motion for any great length of time without being irreversibly damaged. So they dropped the battery as an electric car power source and decided to go with lead acid batteries for their EV1. Conversely, Toyota engineers did not believe that the range and performance of a lead-acid battery-powered electric car was saleable in the market, so they hit upon the idea of a hybrid vehicle, one that would combine the best features of the new NiMH battery and of a gasoline engine to provide a power train with the range and performance of a normal gasoline powered car but with far better fuel efficiency and much lower emissions.

      California dropped the zero emission requirement in 1999; and GM eventually withdrew the EV1 from the market and destroyed all of them as lessees returned them. Toyota introduced the Prius into the California market in 1999 and took a gamble on continuing the production of the car indefinitely. Today the Prius is the world’s best-selling hybrid car, and even GM admits that the Prius casts a ‘halo of green-ness’ over Toyota. That is astounding since the total contribution of the Prius to Toyota’s volume is currently under 3% globally.

      GM lost half of its total market share since the introduction of the Prius and its ineffective approach to the NiMH-based hybrid with a variety of low production half-hearted cars, which culminated in a 2007 model year total failure of the NiMH batteries. They were made by its sole supplier, an American assembler of Japanese battery components that were designed in the U.S. Suddenly GM has seen the light, and claims that it will produce the car of the future. It plans a production run of 10,000 units in 2011; the electric car will be powered by a lithium technology battery. The car, a so-called ‘plug-in hybrid,’ will have a range, after charging, of 40 miles; then an onboard gasoline engine will run a generator to both recharge the battery and supply electricity to the drive motors. This car is expected to be twice the price of a Prius, powered by a battery that, as of this writing, is non-existent. GM wants it to cast a halo over the company giving it instant green credentials and an edge over Toyota.

      In the meantime Toyota has committed to producing 1 million NiMH batteries for 1 million Priuses annually beginning in 2011. Honda has also committed to build a large number of NIMH batteries, some 200,000 per year, by 2011 to power its ‘Prius ‘fighter,’ which the company says will be smaller and less expensive than the Prius.

      Clearly, the NiMH battery has a rosy future.

      The problem for Toyota and Honda and the opportunity for investors is shown on the following graph (courtesy of IMCOA and created by Dudley Kingsnorth


      China’s exports in question? Simply put, China’s domestic demand for rare earths has been estimated to exceed its production by early 2011. This projection was made before Toyota and Honda announced their commitment to NiMH batteries last month. (only a few months ago, this date was 2012 …. Something very scary is happening and faster than we first thought!)

      That this is not just speculation is affirmed by information published in Metal-Pages.com on July 9, 2008, which points out that, “2H 2008 Rare Earth Quotas (issued by the Chinese Ministry of Commerce) will be 11,376 t REO. The 1H Quota was 22,780 t REO, making a total for the year of 34,156t REO. Comparing recent annual quotas, with annual reductions:

      2004: 48,500 t REO

      2005: 48,300 t REO -1/2%

      2006: 45,000 t REO -7%

      2007: 42,500 t REO -6%

      2008: 34,176t REO -20%

      This will be of great significance to non-Chinese consumers; particularly Japan where 2008 forecast demand has been put at >40,000t!!! (although that is not as REO but a mix of REOs, metals and alloys). The ROW will consume – if they can get it – 20-30,000t.

      There is no doubt that this will have significant impact on prices in the near term and long term.

      Note now the following graph, courtesy of the Martec group, that shows that the prices of the minor metals critical.

      Of all of the metals on the above graph, in the U.S. only copper is produced in a quantity such that America’s production can be considered self-sufficient. Yet with the exception of platinum, and its byproduct rhodium, all of these metals can be produced in the U.S. for its car industry to be independent of foreign supplies no matter which electrification system is ultimately chosen.

      Metal-Pages.com further points out that, “Chinese industry sources suggested that the government uses the export quota system to limit rare earth exports for the sake of protecting domestic rare earth resources and promoting the development of downstream rare earth products in China.”

      Today, the U.S. imports 100% of its rare earth needs from China, which now produces essentially 100% of the global supply. There are four potential production sites for rare earth metals in North America; two in the U.S. and two in Canada. The closest one to production is that of the Great Western Mineral Group.
      Avatar
      schrieb am 20.07.08 16:39:51
      Beitrag Nr. 324 ()
      Antwort auf Beitrag Nr.: 34.537.723 von 4now am 18.07.08 14:32:45http://www.nistep.go.jp/achiev/ftx/eng/stfc/stt027e/qr27pdf/…
      subjektive zusammenfassung:
      neodymium-iron-boron(Nd-Fe-B) magneten werden in computer laufwerken und hybrid automotoren verwendet. Die wichtigste Komponente ist zwar neodymium, um die Koerzitivkräfte (Magnetisierungswiderstand) und die magnetische Stromdichte zu verstärken braucht es auch dysprosium und terbium.
      Nichtmal auf Forschungsebene gibt es Material das diese Magneten ersetzen könnte.
      Japanische Industrie die auf REE angewiesen ist verlegt zunehmend ihre Produktion nach China (Haushaltsgeräte, Werkzeuge, Mobiltelephone, autos) für die anderen Produkte die ebenfalls REE brauchen aber deren Produktion weiter in Japan bleibt werden stabile Quellen für die Belieferung mit REE gesucht.
      Der Verbrauch für Dysprosium allein für Hybrid Autos wird in 2010 so groß sein wie der Gesamte Verbrauch an Dysprosium in 2004.
      Trotz recycling und reduzierung des Anteils des Dysprosiums in den Magneten wird die Befriedigung des Bedarf mehrere Dekaden lang nicht gegeben sein. (es ist aber unwahrscheinlich daß eine technische Lösung gefunden wird durch die sich der Anteil reduzieren läßt ist nur als Ziel formuliert in dem Text)

      Oberstes Ziel ist die Sicherstellung einer nachhaltigen Versorgung mit Rare Metals (Indium, Mangan,...). Sie haben Budgets für die Entwicklung des Recycling ,der Substituiion der Materialien sowie der Entwicklung neuer ressourcen. Sie wollen den Ressourcen einen diplomatischen Stellenwert verleihen und eine Handelsbörse für Rare Metals in Japan schaffen.
      Für Dysprosium ist die Suche nach einem Substitut mehr oder weniger hoffnungslos (seite14) Manche Rare Metals wie Indium und Manganese wollen sie am Meeresboden suchen REE aber nicht.
      Kurz zusammengefasst: den Japanern geht mangels der ressourcen der Arsch auf Grundeis.
      So viel zum Sonntag
      Avatar
      schrieb am 20.07.08 19:09:47
      Beitrag Nr. 325 ()
      Antwort auf Beitrag Nr.: 34.546.301 von 4now am 20.07.08 16:39:51noch ein neues Hybridmodell von Toyota ich nehme an daß dieses auch wieder NimH Batterien haben wird weil die Lithium Batterien sind erst in ein paar Jahren soweit.
      http://economictimes.indiatimes.com/World_Update/Toyota_to_l…
      Avatar
      schrieb am 20.07.08 21:21:32
      Beitrag Nr. 326 ()
      Antwort auf Beitrag Nr.: 34.546.725 von 4now am 20.07.08 19:09:47in diesem artikel steht daß japan auch die lager für Rare earth hochfahren möchte.
      http://archive.japantoday.com/news/jp/e/tools/print.asp?cont…
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      schrieb am 21.07.08 12:09:48
      Beitrag Nr. 327 ()
      Antwort auf Beitrag Nr.: 34.547.171 von 4now am 20.07.08 21:21:32überschrift von metal-pages
      Large stocks, weak demand depress Pr-Nd prices
      die preise sind aber immer noch knapp unter 30USD/kg
      waren im Jänner bei ca.28,5USD.
      Avatar
      schrieb am 23.07.08 10:18:50
      Beitrag Nr. 328 ()
      Antwort auf Beitrag Nr.: 34.549.893 von 4now am 21.07.08 12:09:48Japan interested in joint collaboration: “Kazatomprom” President July 22. KAZINFORM. /Dauren Zhailin/ Japanese companies are interested in cooperation with Kazakhstan in the sphere of development, production, export and import of rare metals. President of “Kazatomprom” JSC Mukhtar Dzhakishev has made it public at a special press conference in Almaty today.According to Mr. Dzhakishev, Kazakh President Nursultan Nazarbayev’s visit to Japan in June 2008 served as an impulse to deepening of Kazakh-Japanese cooperation in this sphere. Within the visit “Kazatomprom” National Company and Toshiba Corporation signed a memorandum of cooperation in atomic branch on June 20. Japan offered Kazakhstan to take part in realization of its state plans and supply materials for Japanese industry. The Kazakh side noted that it was interested in creation of new productions. The two countries are supposed to arrange joint production of rare metals, concentrates, pure metal and final products. Work over creation of joint enterprises will start in the near future.
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      schrieb am 23.07.08 23:13:03
      Beitrag Nr. 329 ()
      Antwort auf Beitrag Nr.: 34.567.001 von 4now am 23.07.08 10:18:50http://www.gwmg.ca/pdf/2008-july-21-gwmg-presentation.pdf
      Avatar
      schrieb am 23.07.08 23:41:48
      Beitrag Nr. 330 ()
      Antwort auf Beitrag Nr.: 34.573.956 von 4now am 23.07.08 23:13:03die kunden haben endlich namen bekommen
      meine Vermutung bezüglich pratt&whitney(flugzeugtriebwerke)hat sich auch bestätigt

      Customers:
      • Aichi Steel (Toyota Group Company)
      • TDK Japan
      • Pratt & Whitney
      • General Motors


      Products:
      • NiMH powders for rechargeable batteries in hybrids
      • Hydrogen storage materials for auto industry fuel cell initiatives
      • Magnet materials for permanent magnet industry
      • Superalloys for the aerospace industry

      dann die Produktionserhöhung auf bis zu 10000t steht da jetzt auch
      (möglich durch die Drillresults vom Winter08 die aber erst im Herbst veröffentlicht werden)

      sehr schön auch die Nachfragewachstumsübersicht die zeigt daß GWG
      in den größten Wachstumsbereichen tätig ist.
      Alloys 15-20%/Jahr und Magnete 10-16%

      also mir gefallen sie immer besser
      Avatar
      schrieb am 23.07.08 23:56:59
      Beitrag Nr. 331 ()
      Antwort auf Beitrag Nr.: 34.574.075 von 4now am 23.07.08 23:41:48aja pisa bezüglich institutional hab ich keine antwort erhalten aber in der präsentation steht:
      Share Distribution: 7.5 MM (6.7%) Management / Insiders
      24.7 MM (22%) Institutional Holding
      Avatar
      schrieb am 24.07.08 09:30:42
      Beitrag Nr. 332 ()
      Antwort auf Beitrag Nr.: 34.574.122 von 4now am 23.07.08 23:56:59OK Danke.

      Insgesamt scheint GWG bei Kunden und Instis sehr viel besser voranzukommen als Aru. Woran liegt das Deiner Meinung nach?

      Grüsse,
      Pisa
      Avatar
      schrieb am 24.07.08 14:27:53
      Beitrag Nr. 333 ()
      Antwort auf Beitrag Nr.: 34.575.112 von pisa am 24.07.08 09:30:42daß sie Kunden haben liegt halt daran daß sie sich 2005 Produktionsstätten von Energy Conversion Devices(ENER) gekauft haben inkl. Kunden. So viele Firmen gibts ja nicht die in diesem Bereich tätig sind. Letztes Jahr war es ja noch Ziel diese GWTI die den Schwerpunkt auf den NiMH Batterien haben so auszubauen daß sie bei der SpezialMetallproduktion (Superalloys)mehr können und Kunden aquirieren. Stattdessen haben sie sich dann heuer mit minimalem Aufwand gleich 20MillCAD Umsatz und neue Topkunden via Less Common Metals gekauft.
      Ich find es jedenfalls eine gute Strategie nicht nur REE auszugraben sondern sie auch zu Produkten zu verarbeiten bzw. bei der Entwicklung von Produkten mit den zukünftigen Hauptabnehmern zusammenzuarbeiten und sie gemeinsam zu entwickeln.
      Das produziert nicht nur Mehrwert aufgrund der größeren Wertschöpfungstiefe sondern auch einen größeren Anteil an gesicherter Abnahme bzw. Verkauf der Produktion.
      ARU hat eine andere Strategie die aufgrund der REE Marktentwicklung auch funktionieren wird. Das einzige Problem sind die 41-43% ANZ die wie ich gehört habe europäische Privatanleger sind.
      Ein guter Teil davon german lemminge die nur Bausparverträge verstehen. Sie und ihre Aktien sind Spielball der
      deutschen Zockerfabriken,Hotlines,BB\'s,mehr oder weniger Gaunern
      ...
      Wer die Beiträge hier im Thread gelesen hat und über \"2gramm\" Vorstellungskraft verfügt muß erkennen daß das Rare Earth Thema
      eine gigantische Zukunft hat. Aufgrund der im Vergleich mit zum Beispiel Eisenerz noch viel geschlosseneren \"REE Welt\" (Produktion bis Produktverkauf) müßte sich auch noch viel mehr damit verdienen lassen.
      Avatar
      schrieb am 24.07.08 17:48:44
      Beitrag Nr. 334 ()
      Antwort auf Beitrag Nr.: 34.578.208 von 4now am 24.07.08 14:27:53Grace is seeing sharply rising costs for everything from energy to specialized commodities such as rare earth, which contains heavy metals.
      http://www.bizjournals.com/baltimore/stories/2008/07/21/dail…
      in rußland gibts ein neues Minengesetz bezüglich REE
      http://www.redorbit.com/news/business/1492546/anglo_american…
      Avatar
      schrieb am 24.07.08 22:55:38
      Beitrag Nr. 335 ()
      Antwort auf Beitrag Nr.: 34.580.279 von 4now am 24.07.08 17:48:44http://www.resourceinvestor.com/pebble.asp?relid=44746
      Avatar
      schrieb am 24.07.08 23:47:56
      Beitrag Nr. 336 ()
      Antwort auf Beitrag Nr.: 34.582.890 von 4now am 24.07.08 22:55:38fakten aus dem Artikel:
      der 2009 Prius von Toyota wird eine NiMH BAtterie haben die nicht mehr wie bisher 12kg lanthanum enthält sondern 20kg weil größere Reichweite erzielt werden soll.
      Honda plant 500000NiMH Hybrids/Jahr ab 2011
      Toyota 3000Prius/Tag
      deshalb die heurige Preisverdoppelung beim Lanthanum.
      die zu erwartende Nachfrage kann nur durch zusätzliche Produktionsstätten außerhalb von China befriedigt werden.
      Avatar
      schrieb am 24.07.08 23:55:56
      Beitrag Nr. 337 ()
      Antwort auf Beitrag Nr.: 34.583.163 von 4now am 24.07.08 23:47:56auch für Brennstoffzellen wird Lanthanum gebraucht.
      http://www.techradar.com/news/world-of-tech/future-tech/fuel…
      Avatar
      schrieb am 30.07.08 23:04:24
      Beitrag Nr. 338 ()
      Antwort auf Beitrag Nr.: 34.583.190 von 4now am 24.07.08 23:55:56Great Western Minerals Group Updates Activities
      Monday July 28, 7:00 am ET


      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jul 28, 2008 -- Great Western Minerals Group Ltd. ("GWMG" or the "Company") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) is pleased to provide an update of its unique "mine-to-market" strategy to become a fully integrated explorer and global supplier of rare earth elements ("REE'") and other strategic metals.
      ADVERTISEMENT


      The Fundamentals of the Rare Earth Sector Remain Strong: The world demand for REE continues to accelerate while China, the primary supplier of REE, further reduces exports of those elements. In 2007, global consumption was approximately 108,000 tonnes, with China consuming approximately 65% of that amount, Japan and SE Asia consuming approximately 25%, and the remaining 10% consumed by the US. At a growth rate of 10-15% per year, demand for REE is expected to be approximately 190,000 tonnes per year by 2012, which is believed to exceed the projected supply available from sources that are currently known.

      Compounding the supply challenge is the fact that China recently announced that it will reduce exports of REE by 22% to 11,376 tonnes for the remainder of 2008. This brings the total exports of REE for 2008 to 34,176 tonnes, compared to the total export of approximately 43,600 tonnes in 2007.

      In addition, with the upcoming Olympics in Beijing, many industrial facilities in China are temporarily suspending operations for many weeks in advance of the games in an effort to improve the air quality. Many end-users of REE from China are concerned that this will further disrupt the shipment of REE from the country.

      In the meantime, hybrid vehicle manufacturers such as Toyota have announced that they are aggressively increasing production in 2010 and beyond. With an estimated 20 kg of REE in each hybrid vehicle, this could significantly increase the demand for REE, particularly for the NiMH batteries and the permanent magnets used in the vehicles. As a result, one can expect a further increase in prices as the demand begins to exceed supply.

      With strong fundamentals supporting the industry, GWMG continues to aggressively move ahead in the implementation of its "mine-to-market" strategy.

      Financing: GWMG has retained Research Capital Corporation of Toronto, with participation by PowerOne Capital Markets, to implement an early exercise program for eligible warrants issued through financings since late 2006. Successful completion of this program could add approximately $10.65 million to the Company's treasury, if all eligible warrants are exercised.

      Proceeds of this financing will be allocated to several activities. These activities include the exploration programs at Hoidas Lake in Saskatchewan and Deep Sands in Utah; the metallurgical testing and research to develop cost-effective methods of extracting the REE from the host rock; initiatives to expand the customer base and range of products and services of each of Great Western Technologies Inc; and Less Common Metals Ltd., and for general working capital purposes.

      Hoidas Lake: The summer exploration and drilling program is currently underway at Hoidas Lake. This program will test a number of VLF-EM and surface showings throughout the area for the presence of other vein systems and will test the footwall of the JAK Zone extension to the south that was identified in the 2008 winter drilling program.

      So far, two of the VLF-EM targets were tested in the Hoidas west and south areas, both of which appear to be fault zones. Three targets in the Nisikkatch South area were tested with four drill holes. Two holes tested the surface mineralization at the Nisikkatch South showings and encountered narrow veins of apatite-diopside-allanite mineralization.

      In addition, a geotechnical drilling program consisting of six holes will test the location of proposed dams for the tailings pond and two drill holes will test the footwall of the JAK zone for geotechnical data. Four of the six tailings pond holes have now been completed.

      The prospecting crews have identified a significant new showing south of Hoidas Lake and a narrow showing at the north end of Nisikkatch Lake. This type of mineralization is typical of the JAK Zone and follow up work is required to further assess the potential of these showings.

      Assay results for this drilling program are expected in late fall of 2008.

      Plans for further exploration at Hoidas Lake will be based on the assay results of the current drilling program, the results of the ongoing metallurgical testing, and recommendations developed in the Preliminary Economic Assessment Report (PEAR).

      Phase 2 Metallurgy: Metallurgical tests are continuing at several labs in an effort to expedite the development of the most cost-effective method for enhancing the grade of the mineralization in advance of leaching, and minimizing overall costs in the processing and refining of the rare earth samples. Once the optimal process is defined, the results will be incorporated into the PEAR.

      Transportation Study: This study will review the transportation alternatives and determine the most effective route to transport materials to and from Hoidas Lake. So far, several alternatives have been presented which have the potential to reduce the transportation and operating costs of a mining operation at Hoidas Lake. Once completed, this information will also be included in the PEAR.

      Deep Sands Project, Utah: The drilling program at Deep Sands announced in May 2008 is nearing completion. The objective of this program is to begin compiling sufficient data to complete a 43-101 compliant resource estimate, suitable for a Preliminary Economic Assessment Report and move toward a feasibility study.

      Two drill rigs were deployed on this program. A truck mounted rig capable of drilling holes to 50 metres in depth has completed 76 holes, to an average depth of 23 metres, for a total of 1753 metres. In addition, a track mounted rig has completed nearly 700 holes of a separate 900-hole, 4,260 metre program, to systematically sample the upper 6 metres of the targeted area. It is expected that this program will be completed by late August.

      Samples, once collected, will initially be analyzed on-site utilizing a NITON XRF Analyzer with a rigorous QA/QC program which includes systematic insertion of blanks, standards and duplicates with one half of the duplicate analysis sent to SGS Laboratories for analysis to verify the results of the NITON analysis.

      Great Western Technologies Inc (GWTI): GWTI continues with its strategy to increase its customer base of high volume users of specialized products. GWTI also continues to investigate strategic partnerships, business relationships and research opportunities with other related facilities and end users. With GWMG's recent acquisition of Less Common Metals, this provides tremendous synergies for both GWTI and LCM in exploiting the potential for both facilities. Additional information about Great Western Technologies can be found at http://www.greatwesterntech.com .

      Less Common Metals Ltd (LCM), Birkenhead, UK: GWMG recently acquired LCM, a profitable, private company with excellent long-term relationships with many blue-chip market-leading customers across a wide range of industries including automotive, aerospace, alternative energy, nuclear energy, and defense.

      The annual production capacity of LCM's plant is approximately 1,100 tonnes and the plant is very well positioned to increase production to meet the demand for rare earth alloys from key clients. This ability to increase production will play a significant role in the implementation of GWMG's "mine to market" business model should the Hoidas Lake rare earth deposit, and the Company's other REE-related projects including Deep Sands, be successfully brought on-stream to provide the raw material for rare earth metals and alloys. Additional information about LCM can be found at http://www.lesscommonmetals.com .

      Jim Engdahl, President and CEO of Great Western Minerals Group said, "The Company has been very active on many fronts, including financing, acquisition and exploration activities. We are pleased with the progress we have made, and we remain excited about the potential for the Company and the sector in view of the accelerated global demand for REE. The markets have been challenging but the fundamentals continue to work in our favor. Those fundamentals are expected to remain strong for the foreseeable future with REE prices forecast to double over the next 3 years."

      Engdahl adds, "A key success factor in our mine-to-market strategy is the recent acquisition of Less Common Metal Ltd which, along with Great Western Technologies, provides a strong foundation for our integrated model. This has also enhanced GWMG's credibility with many of the end users as they continue to show strong interest in developing a relationship with REE producers outside of China. Now, with an important financing underway, we can better focus on our exploration and development plans to become a global supplier of rare earth elements and related products."

      Gary L. Billingsley, P.Eng., P.Geo., is the Qualified Person responsible for reviewing the contents of this release.

      Great Western Minerals Group Ltd. is a Canadian-based company exploring for, and developing, strategic metal resources for the global markets. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Ltd. located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys used in the battery, magnet, aerospace and nuclear industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Jim Engdahl, President
      Avatar
      schrieb am 31.07.08 11:31:57
      Beitrag Nr. 339 ()
      Antwort auf Beitrag Nr.: 34.619.228 von 4now am 30.07.08 23:04:24auch kasachstan erhebt steuern auf rare earth
      http://eng.gazeta.kz/art.asp?aid=114846
      Avatar
      schrieb am 31.07.08 11:45:16
      Beitrag Nr. 340 ()
      Antwort auf Beitrag Nr.: 34.619.228 von 4now am 30.07.08 23:04:24Looking forward, Rhodia expects demand levels in the third quarter to be traditionally lower in tandem with the seasonal trends in Europe for polyamide and the rare- earths business, Silcea.http://www.icis.com/Articles/2008/07/30/9144027/rhodia-soars…
      Avatar
      schrieb am 31.07.08 12:12:02
      Beitrag Nr. 341 ()
      Antwort auf Beitrag Nr.: 34.580.279 von 4now am 24.07.08 17:48:44toyota erhöht preise für Prius
      http://www.japancorp.net/Article.Asp?Art_ID=19175
      Avatar
      schrieb am 31.07.08 15:17:17
      Beitrag Nr. 342 ()
      Antwort auf Beitrag Nr.: 34.580.279 von 4now am 24.07.08 17:48:44More plants to produce more batteries as Prius demand rises
      A new battery factory being constructed in Japan will ensure there are no delays in the supply of nickel-metal hydride batteries for the new Prius, and will suffice until an expected lithium-ion plug-in version is released in 2010.

      http://www.carcentral.com.au/200807312458/spy-shots/first-sp…
      Avatar
      schrieb am 31.07.08 16:22:19
      Beitrag Nr. 343 ()
      Antwort auf Beitrag Nr.: 34.623.908 von 4now am 31.07.08 15:17:17http://seekingalpha.com/article/88028-slow-start-for-lithium…
      Avatar
      schrieb am 01.08.08 12:07:08
      Beitrag Nr. 344 ()
      Antwort auf Beitrag Nr.: 34.624.594 von 4now am 31.07.08 16:22:19The New Chemistry of Speculation
      Contracts in Metals, Food
      Show Difficulty in Placing
      Shackles on Market Bets
      By IANTHE JEANNE DUGAN
      August 1, 2008

      Even as Washington attempts to crack down on speculation in food, fuel and metals, Wall Street is rolling out new ways to bring in money.

      In May, Credit Suisse Group and Deutsche Bank AG began offering investments in iron ore, a component of steel. About one billion tons of iron ore is mined a year but isn't traded on a futures exchange. So it has been virtually impossible for speculators to bet on price movements.

      Carl Weine
      The investment banks were inundated with interest in iron-ore deals, which function like futures contracts. In just two months, investors and hedgers took on more than $500 million of notional exposure -- about 2.7 million metric tons -- making this one of the biggest commodities markets to spring up almost overnight.

      The new markets show how hard it will be for legislators to curb commodities speculation. Such trading is spreading to an array of other goods, from jet fuel to chicken, that have been off-limits to investors because they aren't traded on futures markets. They also are offered for commodities already bought and sold on global exchanges, including crude oil, corn and coffee.

      Through Goldman Sachs Group Inc., clients can invest in palm oil and other biofuel components. Deutsche Bank is trading ruthenium, an obscure metal used in fountain pens. Along with other firms, Deutsche is expanding into rhodium, used in catalytic converters.

      Deals are being teed up in lithium and "rare earth" metals, including components of electric and hybrid cars. One Credit Suisse list reads like a science textbook: alumina, cobalt, molybdenum, ferrochrome and vanadium.


      "The model is virtually limitless," said Kamal Naqvi, a 36-year-old, London-based Credit Suisse executive who helped create the new platform after joining the bank last year. In July alone, Credit Suisse was asked to put together similar contracts by producers of wood chips, chicken and potash fertilizer.

      Some lawmakers have been alarmed by the surge in investments by big institutions such as pension funds and university endowments, which allocate money to commodities tied to indexes that track futures exchanges. Big institutions have about $260 billion invested in commodities, up from $13 billion five years ago, hedge-fund manager Michael Masters told Congress earlier this summer.

      These "index speculators," he testified, were driving up prices of oil and other natural resources. Several senators agreed, responding with bills that would limit what investors can channel into commodities they don't intend to own.

      Many economists and investors balk at the bills, attributing high commodities prices to demand from emerging economies and production squeezes. Often, they hold out iron ore as evidence: Even though it wasn't traded on a futures exchange, its price surged in the last year. The price Chinese steelmakers pay to Australian mines, for example, has nearly doubled.

      "It is not that the flow of money has no impact," said Mr. Naqvi, the Credit Suisse executive. "But this flow...is a distant second to the impact of market expectations on physical supply and demand fundamentals."

      If passed, the legislation could complicate contracts linked to exchanges. The bills, investors and bankers said, are inadvertently helping nurture these nascent, over-the-counter markets. That worries some critics.

      In June, Mr. Masters urged Congress to investigate the iron-ore contracts and similar deals, claiming they could help investors buy natural resources, sit on them until their price rises and then sell them. "This is Wall Street innovation run amok," he said in an interview.

      "He misunderstood our product," said Mr. Naqvi. "There is no requirement to take physical delivery at any point, so there is no encouragement to physically hoard."

      Credit Suisse's contracts are offered by a London unit that is an alliance with Glencore International AG, a Swiss commodities company. The alliance has about 75 people in London, New York, Hong Kong, Switzerland and Sydney.

      Though clients can obtain physical assets through Glencore, Credit Suisse isn't directly involved in any physical transactions, other than its precious-metals business in Zurich. The alliance helps Credit Suisse collect information about commodities and pass it onto clients in exchange for more trading business.

      These instruments have implications for the way money flows into commodities. Historically, if someone sought to profit from iron ore, they could buy shares in a producer or a mine, but not the underlying assets.

      "Iron ore is probably the largest commodity market in the world that hasn't had financial trading around it," said Raymond Key, the global head of metals trading for Deutsche Bank in London.

      Under the contracts, known as "cash-settled swaps," the client -- a hedge fund, pension fund or steelmaker -- agrees to pay a fixed price for iron ore in the future. Now, it stands at about $180 per metric ton. The bank lines up a seller that wants to lock in a price.

      Credit Suisse's minimum transaction is 5,000 metric tons. No physical delivery is taken. Instead, every month, there is a net payment in cash of the difference between the set price and a floating price pegged to an index of the spot price that steelmakers pay for iron ore that is delivered immediately.

      Among iron-ore suppliers working on the deals with Credit Suisse is mining company BHP Billiton Ltd. "We support any mechanism that leads to more transparency in the market," a BHP spokeswoman said in an email.
      Avatar
      schrieb am 01.08.08 13:40:46
      Beitrag Nr. 345 ()
      Antwort auf Beitrag Nr.: 34.630.155 von 4now am 01.08.08 12:07:08http://www.rsc.org/chemistryworld/News/2008/July/31070803.as… cooler fuel cells
      Avatar
      schrieb am 01.08.08 15:11:04
      Beitrag Nr. 346 ()
      Antwort auf Beitrag Nr.: 34.631.012 von 4now am 01.08.08 13:40:46http://www.resourceinvestor.com/pebble.asp?relid=44996Self-sufficiency in natural resources--of all kinds--should be the goal of American economic policy.
      FARMINGTON HILLS, MICH. (ResourceInvestor.com) -- Larry Kudlow, U.S. television’s popular economic pundit, opens his nightly show with the chant “Drill! Drill! Drill!” to emphasize his commitment to the cause of American self sufficiency in oil, but the issue is much, much, bigger than simply our dependence on foreign oil.
      The reliance of the American economy on imported commodities in general, and metals in particular, is a cancer slowly, but surely, eating away our standard of living and quality of life. The short sighted ‘haves’ of America’s industrial, financial, and political classes simply do not understand this fact. They insist to a person, that we, not them of course, are only experiencing the inevitable temporary growing pains of the ‘new’ global economy. They are short sighted, fixated only on their immediate profit or access to political power. They are economically ignorant of the powerful influence on America’s future quality of life and cost of living of such movements as resource nationalism in the BRIC countries [Brazil, Russia, India and China, the countries the domestic economies of which are exploding with demand]. The BRIC economies' vibrant growth is driving the development of natural resources in the BRAC countries [Brazil, Russia, Australia and Canada. The latter have enormous quantities of critical metals and minerals for the benefit—more and more—of only the BRIC and BRAC economies!

      As the 2008 political season nears its quadrennial crescendo and rock stars and war heroes are vying to be selected for the most militarily powerful job in the world it would seem that no one, certainly no politician, is willing to admit that America’s world economic-leadership is eroding at an almost perceptible daily rate. Candidates, and office holders, remind us that each of the U.S. Navy’s 12 carrier battle-groups is, by itself, more powerful than any other single nation’s entire navy! Yet they fail to mention that we cannot build armoured ships or vehicles, small arms, artillery, armour piercing ammunition, missile guidance, night vision equipment, computers, displays, or, believe it or not, nuclear propulsion systems, or aircraft of any kind, civilian or military, without minor metals, such as the rare earths. Most of which we are now, 100%, dependent on nations unfriendly to America, which, notwithstanding their being unfriendly, already practice resource nationalism. Some of them, such as China, have already openly begun to restrict the export — or utilization for items for export—of key industrial minor metals, so as to reinforce their own self sufficiency in these materials.

      Whether or not the U.S. is able to produce enough domestic oil to be independent of foreign sources means that we must first be able to build tungsten-carbide-tipped drills, produce nickel, molybdenum, manganese, and chromium based oil field tubular steels, and produce rare earth-based catalysts for refining “heavy crudes.” For solar energy conversion we will need indium and germanium if thin film PV cells are to be mass produced. For wind power generators we will need rare earths, nickel, and cobalt to build the generators, the battery storage systems, and the DC to AC inverters to make wind generated electricity practical. For nuclear reactors we will need nickel, molybdenum, zirconium, hafnium, uranium, and, hopefully, the non-proliferative fuel, thorium.

      China’s global quest for natural resources is funded ironically largely with profits earned by outsourced manufacturing from America. It is daily reducing the amount of natural resources available to the U.S. from the global market, not expanding it. Yet American capitalists blithely and blindly state that their aim is to expand the amount of material in the global market to drive down the price; they are apparently unaware of or uninterested in the fact that availability has now mostly replaced price as the driver for supply. China, for example, can increase its domestic supply of rare earths simply by, as it is now doing, restricting exports. Profits lost by Chinese exporters are of no consequence whatsoever to Beijing’s command economists. Yet Wall Street’s followers of Thomas Friedman’s ‘level playing field, global-marketplace’ fantasy think that free market economics reign in Asia.

      America’s domestic demand doesn’t increase American supply when either foreign resource nationalism or domestic environmental anti-mining activism or both are factored in. Wall Street’s answer is to ‘outsource’ production to the ‘global economy.’ The aim is to maximize short-term profits; the direct result is the relegation of America—in the global economy—to the role of only a buyer. It’s pathetic.

      The U.K.’s Daily Telegraph reported just a few days ago that China is actually on its way to not only self-sufficiency in minerals but also, after that has been achieved and maintained, to being a “major exporter of commodities as vast new mineral deposits are discovered.” China’s command economists seem to think, and publish their plans every five years for all the world to see, that:

      First, you satisfy domestic needs for natural resources; and
      Then you go into the export business.
      Don’t you think the communists are onto something here?

      Before summarizing, I want you to read two paragraphs of a survey on the “Competitiveness of the U.S. Minerals and Metals Industry” published in 1980. So it would have been written during the administration of President Jimmy Carter, our second engineer-President—the first was Herbert Hoover. Note please how the 20th century progressed: Hoover was a mining engineer and Carter was a Navy-trained nuclear propulsion engineer-officer.

      In any event, in 1980 the National Academy of Sciences began its executive summary of the above linked report as follows:

      “The United States has consistently maintained that a strong domestic minerals and metals industry is an essential contributor to the nation's economic and security interests. Despite competition from foreign firms, the domestic industry has the potential to remain strong, but this potential cannot be realized without active support for the technological base of the industry. This base is threatened by the failure of industry, academe, and government to maintain the partnership that has contributed to a U.S. comparative advantage in technology for much of this century. A strategy of applying a technology-based comparative advantage can contribute to the competitiveness of the domestic industry, but its success requires rebuilding of the industry-academe-government partnership. All three groups must support the partnership, and the Bureau of Mines, as the responsible federal agency, must take an active role in maintaining it. The United States has a fundamental interest in maintaining a competitive minerals and metals sector that will continue to contribute significantly to the nation's economic strength and military security.[Emphasis mine] The industry represents an $87 billion enterprise that employs over 500,000 U.S. workers and provides the material foundation for U.S. manufacturing. Although the intensity of use of metals (i.e., per unit of gross national product) is expected to decline gradually, over time, the long-term outlook is that continued growth of the economy will ensure increasing markets for metals. Metals in general continue to be very competitive with respect to alternative materials….”

      Further along in the executive summary the following pregnant passage occurs:

      “Unless a strategy building on areas of U.S. comparative advantage is pursued, the current competitiveness of the domestic industry versus foreign competitors is likely to be transitory. Nontechnological measures (such as plant closings, reduction of the labor force, and wage concessions) have already yielded most of their possible benefits. The potential for future gains in profitability from such adjustments is now much lower. As a result, the competitiveness of the domestic industry must in the future depend increasingly on other measures, most notably technology. The pervading message of this report is the need to improve the technology base of the U.S. minerals and metals industry by increasing the amount and quality of research and development, as well as the speed with which the results are transferred to industrial applications.”

      If the National Academy of Sciences’ conclusions had been addressed by administrations following Carter, would have left an incomparably stronger American economy. You can read the entire report on-line (free, your taxes paid for it) and either weep or get a sense of frustration. It should leave you with a desire to do something about the toxic residue of economic ignorance left by activist environmentalism upon our body politic.

      Most of the great mining schools that were open in 1980, when the above report was drafted, are now gone or closing. Nonetheless, most new, North American mining-technology developments are going to increase the value of non-North American mining operations. America’s mineral resources have actually increased since 1980 due the improvement of technologies for economically extracting valuable minerals from lower grade ores. Yet America’s mines lie fallow in an age of triumphant, economically ignorant and short sighted, ‘activism’ to ‘save the environment.’ Foreign mines, uncontrolled and unregulated, daily poison the air and water of nations growing by leaps and bounds economically. Ironically, American mining companies equipped with environmental technology better than anyone else's in the world are unable to extract a gram of metal due to barrages of injunctions from so-called environmentalists and conservationists.

      The Nazi Wehrmacht’s quartermaster corps reported accurately and diligently on dwindling supplies of strategic materials for the deteriorating German war machine as the war was being lost after D-Day. So, annually, the USGS dispassionately reports the growing reliance of the U.S. on imported commodities to a deaf-and-dumb U.S. Congress, industrial base, and financial-wizard class.

      Note again, dear readers, the following USGS chart, which I frequently refer to:




      Below is the U.S. Geological Survey's import-reliance chart for the latest year for which data are available:
      http://minerals.usgs.gov/minerals/pubs/mcs/2007/mcs2007.pdf



      As you review the foregoing table remember that today our defense industry alone is critically dependent on metals for which we are now 100% dependent (‘reliant’ is a euphemism) on foreign sources. Of particular note is the number of those metals’ major sources are China, Russia, or an unstable ‘developing’ country in Africa. Does our political class really think that China and Russia will simply supply us with strategic and critical military materials? No one can be that stupid.

      If you compare the table with those from years before you would see the proverbial, ‘death (of an economy-ours) by a thousand tiny, yearly, cuts.’

      Senators Obama and McCain, I ask you what will either of you do to reverse the dependence of the U.S. on all imported commodities--not just oil—and which come from unfriendly or unstable nations? You need to answer this question because if it is not addressed very soon it will be too late for the U.S. to overcome this reliance. Then your leadership qualities will be remembered only as those that brought us further down. I for one cannot vote for anyone who does not have the right answer to the question of import reliance deterioration of our economy, our life style, and, ultimately, perhaps, our way of life. Mine! Mine1 Mine!
      Avatar
      schrieb am 03.08.08 18:48:08
      Beitrag Nr. 347 ()
      Antwort auf Beitrag Nr.: 34.631.871 von 4now am 01.08.08 15:11:04scheint richtig schwierig zu sein an NiMH Batterien ranzukommen
      http://www.informationweek.com/news/management/legal/showArticle.jhtml?articleID=209901592&subSection=News
      Avatar
      schrieb am 03.08.08 18:48:45
      Beitrag Nr. 348 ()
      Antwort auf Beitrag Nr.: 34.638.882 von 4now am 03.08.08 18:48:08http://www.informationweek.com/news/management/legal/showArt…
      Avatar
      schrieb am 04.08.08 14:01:00
      Beitrag Nr. 349 ()
      Antwort auf Beitrag Nr.: 34.638.883 von 4now am 03.08.08 18:48:45http://www.duluthnewstribune.com/articles/index.cfm?id=71502§ion=Business&freebie_check&CFID=64545313&CFTOKEN=27058440&jsessionid=883041c5eb0f32351649
      Avatar
      schrieb am 04.08.08 19:59:11
      Beitrag Nr. 350 ()
      Hi die Runde,

      nachdem seit x Postings der Markt zerpflückt wurde wärs schön mal wieder was von GWG selbst zu lesen.

      Um nicht bis Seite 1 rückblättern zu müssen :( bitte um ein kurzes Update über den Stand der Dinge bei GWG.

      Explorerstatus ? Ist Produktion in Aussicht ? Endfinanzierung ?
      So kleine Unwesentlichkeiten mal wieder auf zu frischen wär gut.

      Thx
      Avatar
      schrieb am 04.08.08 23:35:39
      Beitrag Nr. 351 ()
      Antwort auf Beitrag Nr.: 34.645.794 von Picker56 am 04.08.08 19:59:11Hi Picker ! hast schon die Company Präsentation angeschaut ?
      http://www.gwmg.ca/pdf/2008-july-21-gwmg-presentation.pdf

      die hab ich aber eh schon eingestellt.
      Die GWG sind schon sehr sparsam mit News deshalb stell ich hier mehr Marktnews ein.

      Ja sie sind Explorer haben aber auch produzierende Tochterfirmen die derzeit noch zugekaufte REE zu Produkten verarbeiten.
      Produktion eigener REE für 2011/12 geplant. Endfinanzierung oder Große Finanzpartner gibts offiziell nicht dazu sollte zumindest der PEAR fertig sein der kommt aber erst im Herbst.
      Die eigene Produktion hat aber große Endkunden wie GM, Toyota, TDK,
      Pratt&Whittney,...
      Avatar
      schrieb am 04.08.08 23:38:54
      Beitrag Nr. 352 ()
      Antwort auf Beitrag Nr.: 34.647.128 von 4now am 04.08.08 23:35:39ein wesentlicher Unterschied zu anderen Explorern ist meiner Meinung nach daß die Tochterfirma LCM einen Umsatz von 20Mill CAD hat ...allein das rechtfertigt die derzeitige Marktkapitalisierung wie ich meine.
      Avatar
      schrieb am 05.08.08 15:26:38
      Beitrag Nr. 353 ()
      Antwort auf Beitrag Nr.: 34.647.137 von 4now am 04.08.08 23:38:54mit obama würds in die richtige richtung gehen
      http://www.wlns.com/Global/story.asp?S=8786381&nav=0RbQ
      Avatar
      schrieb am 05.08.08 22:58:28
      Beitrag Nr. 354 ()
      Antwort auf Beitrag Nr.: 34.651.649 von 4now am 05.08.08 15:26:38http://printedelectronics.idtechex.com/printedelectronicswor…

      Toyota: Li-Ionen-Technik löst NiMH-Speicher nicht ab
      05.08.2008 - Anlässlich des Toyota-Techniktages gab der japanische Automobilhersteller Einblicke in die Hybrid- und Batterie-Strategie der kommenden Jahre. Dabei betonte Kazuhiko Miyadera, Entwicklungschef und Senior Vice President von Toyota Motor Europe (TME), wie groß der limitierende Faktor "Batterie" bei der Hybridentwicklung noch ist: "Die Batterietechnik bleibt auch in Zukunft die größte Herausforderung für den Fortschritt der Hybridentwicklung".

      Dennoch plant Toyota in den frühen 2010er Jahren eine Million Hybridfahrzeuge jährlich zu verkaufen. Bis 2020 soll die Hybridtechnologie in allen Fahrzeugen der Angebotspalette eingeführt sein. Um dies realisieren zu könne, arbeiten derzeit die Techniker daran, bei gleicher oder besserer Leistung Größe und Gewicht und damit die Kosten der Systeme weiter zu verringern. So entwickeln die Ingenieure zurzeit ein Hybridsystem, das zu einem Viertel der Größe, des Gewichts und der Kosten des aktuellen Prius-Systems darstellbar sein soll, erläuterte Miyadera.

      Ebenso arbeitet der japansiche Automobilhersteller an der Weiter- und Neuentwicklung der Batterietechnologien. So baut Toyota zur Ausweitung der Nickel-Metallhydrid-Speicher-Produktion gemeinsam mit dem Jointventure-Partner Panasonic EV Energy ein neues Werk, das ab 2010 der vermehrten Hybridnachfrage gerecht werden soll. Auch die Serien-Produktion von Lithium-Ionen Speichern ist für diesen Standort vorgesehen. Miyadera kündigte zudem an, dass Toyota die Entwicklungsstrukturen verstärken und ein neues Forschungszentrum für Batterietechnik einrichten werde. Dort soll schwerpunktmäßig an einem neuen Batterietyp gearbeitet werden. Der Konzern forscht an verschiedene Feststoff-Batterien. Ziel der Entwicklung sei die sogenannte Sakichi-Batterie, die in ihrer Leistungsdichte die bislang bekannten Speicher deutlich übertreffen wird.

      Die Batterie ist nach Sakichi Toyoda benannt. Der Firmengründer hatte bereits 1925 eine Million Yen ausgelobt, um die Entwicklung von Speicherbatterien voran zu treiben. Der gleiche Betrag diente damals als Startkapital zur Gründung der Toyota Automatic Loom Works, aus der später die Toyota Motor Company hervorging. Die Anforderungen an die ursprüngliche Sakichi-Batterie lauteten, über 36 Stunden 74 kW bereitzustellen. Dabei durfte der Akku ein Gewicht von 225 Kilogramm nicht überschreiten und höchsten 280 Liter Volumen haben. Die Vorgaben war so ehrgeizig, dass sie auch heute noch nicht erreicht sind.

      Derzeit setzt Toyota als Standardstromquelle für Hybridfahrzeuge auf die Nickel-Metallhydrid-Speicher (NiMH), die seit nunmehr elf Jahren im Serieneinsatz sind und kontinuierlich weiterentwickelt wurden. So wird auch die nächste Generation des Prius, die im kommenden Jahr auf den Markt kommt, mit NiMH-Batterien ausgerüstet sein. Lithium-Ionen-Speicher will Toyota erst 2010 in der Plug-In-Variante des Prius einsetzen. Die Li-Ionen-Technik soll jedoch nicht die NiMH-Technologie ablosen, vielmehr will das Unternehmen nach eigenen Angaben künftig beide Batteriesysteme je nach Bedarf in den unterschiedlichen Fahrzeugkonzepten berücksichtigen.

      http://www.atzonline.de/index.php;do=show/site=a4e/sid=78603…
      Avatar
      schrieb am 08.08.08 00:07:52
      Beitrag Nr. 355 ()
      Antwort auf Beitrag Nr.: 34.655.937 von 4now am 05.08.08 22:58:28http://www.resourceinvestor.com/pebble.asp?relid=45175
      Timeline For Personal Vehicle Electrification: Its Effect Raw Materials Demand
      By Jack Lifton
      07 Aug 2008 at 04:32 PM GMT-04:00

      All of the U.S.’ school lunch programs could be supplied forever with the amount of baloney that is produced and disseminated by the public relations’ offices of car companies of all sizes. This about the ‘coming’ use of lithium batteries for personal vehicle power-trains.


      --------------------------------------------------------------------------------
      FARMINGTON HILLS, Mich. (ResourceInvestor.com) --Readers of Resource Investor require and deserve the best information and analysis of this situation to make informed investment decisions in raw materials needed for personal-vehicle power trains’ electrification. Therefore I’m going to use logic, my natural-resources market knowledge, as well as the agendas being followed by the global automotive OEMs. I’ll provide information to allow you to decide if and how you want to invest in such critical metals.
      Today there are two political drivers for vehicle electrification that—at least momentarily—trump market economics. The political reasons are forcing automakers to spend enormous amounts of money. None of them can afford the outlays and the drivers divert economically disastrous numbers of engineers away from improving petroleum-fueled, internal combustion engine efficiency. The political drivers are beliefs that:

      1. Global demand for oil has already grown beyond the ability of the oil producers to meet it. Therefore countries, such as the U.S.—which already imports the bulk of its oil, will continue to do so until they are totally dependent on imported oil. Then they will be unable to influence the price, or even the availability, of their domestic oil supply; and

      2. Notwithstanding the importance of the foregoing, ‘greenhouse gases,’ i.e. CO2 emissions from oil-sourced fuels are creating a detrimental, man-made climate change that must be and can be halted and reversed. Elimination of oil products for fuel is the so-called ‘global warming’ agenda.

      It does not matter whether the above two drivers are true! It only matters that politicians believe that they are true and act upon them to promote legislative agendas to simultaneously reduce dependence on imported oil and to reduce CO2 emissions. American politicians have bought into both drivers. They have mandated that personal vehicles sold in America operate more efficiently, using less fuel per mile traveled. Simultaneously they’re moving towards zero emissions of CO2.

      There are two ways for automotive manufacturers to achieve the goals above simultaneously. One, which I will not discuss today, is to switch to hydrogen as the fuel. This is today far beyond any financial capacity of any car company or even of the entire global car industry. The participation of the richest national governments would be required to create and mandate systems: firstly, a hydrogen production; and secondly, a distribution system to replace their petroleum-fuel equivalents now in use. The other solution for the OEM automotive industry is to switch the power trains used by personal vehicles. Internal combustion engine operation would be replaced by direct drive of electric motors; power would be supplied by onboard electrical generation or storage systems.

      The global automotive industry’s business-models have been fractured by the political demands cited. Now a kind of product nationalism has now confused the situation even more. One example is in Japan, where car makers either recognized the dominance of politics over economics earlier than any other country’s car makers, or (Toyota) got lucky. This due to GM by getting out of the electrified car manufacturing business (again) at the end of the 20th century. It was Toyota’s opening, which it took even at a very high risk of failure. That move has given Toyota the single-best competitive advantage of all time in the U.S. car market. It’s mass production of the ‘perfect car of the moment’ for the politically dominated U.S. car market: the hybrid Toyota Prius.

      In a perfect world. GM CEO, Rick Wagoner—whose word is unquestioned internally—decreed in 2005 that the ultimate goal of the world’s personal vehicle manufacturers is now to build vehicles that produce electricity on board without any generators using moving parts. Further, this electricity is to be supplied directly to electric motors directly driving the vehicle wheels. This ultimate electric car, Wagoner informed his supplicants within GM, would use a fuel cell ‘burning’ hydrogen to produce electricity in place as needed and in the amounts needed by simply controlling the flow of hydrogen to the fuel cell. Let’s call this the GM goal, because, in fact, that’s what it is.

      It’s a fine goal in a perfect world where scientific and engineering advances could be dictated by the mere application of the correct amounts of money. This goal would solve all of the political problems associated with dependence on foreign oil and global warming.

      GM’s goal is actually accepted in theory by most of the world’s car makers; but no one today can either achieve that goal or knows how to achieve it. Let’s see then where we are right now on the road to the GM goal; and let’s look at the different paths that the world’s largest car companies are on to achieve the goal. This will tell us, for the near term at least, which raw materials are already critical and which raw materials will continue to be critical and which new ones may join the list.

      The following graphic describes the current situation in the global OEM automotive industry:



      The above graphic, read from the top, represents the power trains used in 99+% of the world’s existing cars and trucks. The size of the rectangle does not represent the proportion of vehicles using a particular power train today-although I will update it to reflect these proportions in the near future.

      In 2008, the existing global ‘fleet’ of cars and trucks comprises approximately one billion units. This year alone there will be 100 million new vehicles added to the world fleet. However a certain number will be scrapped—at least 10% in the U.S. but more like 5%, or less, in every other market on earth. This is because only the richest nation on earth, with an economy driven by a consumers, can have ‘planned obsolescence’ as a policy. So, since new production exceeds the scarp rate, the total global fleet is growing by as much as 50 million cars and trucks annually. China, alone, is this year adding 8.4 million cars and trucks to the world total. This is around 10% of total new vehicle production from a country the production from which was negligible just a decade ago! It is projected that Chinese vehicle production will reach 20 million units a year by 2015, and that this production will then be more than either the U.S. or western European total for that year.

      Raw material analysis. Let’s begin a raw material analysis and let’s start with iron. A premise: that today’s global fleet of one billion vehicles were comprised entirely of mid-sized U.S. built automobiles, and we will assume this to be the case here to make the calculations easier. Then, according to the U.S.National Research Council, each vehicle would contain, on the average, around 1 tonne of iron-ased products, 1,382 pounds of conventional steels, 435 pounds of cast iron, 263 pounds of high-strength low alloy steel, and 45 pounds of stainless steel. Thus 1 billion tons of steel and iron are tied up in the "rubber tired, rolling polymetallic deposts." Annual world production of iron and steel is more than 1.5 billion tons. China accounts for a third of the global total iron and steel production. Automotive steel is the highest-quality high-volume steel produced. Key underlying factors include:

      World vehicle scrap volume may well be 50 million units a year—with about one-third from the U.S.; and
      It is more economical to feed high quality prepared (separated as to origin and type) scrap into electric arc furnaces (EAF) as a feed than to produce the same grade of steel from iron ore in a blast furnace.
      So, currently at least half of each year’s new automotive grade steel probably comes from scrap. I say probably because China is not as well equipped with electric power hungry EAFs as it would like to be, but China has a lot of blast furnaces.

      Regarding demand for iron and steel, it will not matter much what power train the personal vehicle of the future uses. This because, even if it does not have a cast-iron engine block and components, the future vehicle will have sturdy iron armatures and steel drive shafts for its electric motor(s). So the mid-sized American car of the future will probably use over 80% of the quantity of iron and steel used today—even if its drive train is hybrid or electric.

      Bottom-line demand. Total demand for new automotive steel made from iron ore is not likely to exceed 3-5%. This contemplates today’s scrap rate and scrap volume, and assumes a modest yearly increase in vehicle production globally into the indefinite future. So the iron ore demand for new steel is not important so long as EAFs are more economical than blast furnaces. In summary, investing in iron ore or steel producers because of their part in the OEM automotive supply chain is not, in my opinion, a good idea.

      Investors need to follow the publicly owned scrap managers or the integrated scrap-steel producers. Both are going to benefit greatly from the demand for new cars in the BRIC countries. In America an example of the first type of company is Commercial Metals and of the second is SDI, the steel maker that just purchased OmniSource, which was, until SDI’s purchase, the largest American privately owned automotive scrap processor. SDI is now able to get the lowest cost scrap feed in the American steel industry giving its EAF produced steel the best margin advantage in the industry. Scrap companies and ore producing and/or scrap processing integrated steel producers are the plays in automotive steel. (Note: both types of companies are also plays for steel based durable goods requiring high quality steel, but that end-use-of-steel industry is not my focus today).

      The GM goal’s end result will be the total conversion of the world fleet of vehicles from internal combustion power train—utilizing hydrocarbon fuels—to fuel cell powered, electricity on demand, power trains utilizing hydrogen as a fuel.

      The foregoing graphic showed the vehicle makers’ technology path. Step one is to reduce the need for internal combustion engine operation to part-time only. This by integrating an electric motor and its storage battery power supply into vehicle drive trains. This type of integrated power train is known as a hybrid. It became practical only when a more ‘powerful,’ higher energy density storage, rechargeable battery than the lead-acid SLI-type (starting-lighting-ignition) became available in the 1990s. For whatever reason, most likely because the more powerful battery, the nickel metal hydride type, NiMH, cannot be used to start an internal combustion engine-it will fail from the high rapid power drain needed. GM, which was the first car maker to have a look at the NiMH battery rejected it and rejected originally the concept of a hybrid power train. Toyota went ahead with the NiMH utilizing hybrid and kept producing them until, after the politicization of the vehicle power train process occurred. The Toyota Prius became a smash hit with the American public.

      In 2008 Toyota ‘owns’ the hybrid market globally; since 1999 it’s produced and sold over 1 million hybrid Priuses. This number, however, represents no more than 0.2% of the total vehicles produced globally in that same period. Toyota uses, and is committed to using, the now-proven long lived, safe, and reliable NiMH battery. In fact Toyota has announced that it will increase its production of such batteries to a capacity of 1 million units per year by 2011. It will have the capacity to produce 1 million Prius-type hybrid power-trains annually by 2011. This production level will equal 10% of Toyota’s 2011 projected production of vehicles of all types and something less than 1% of the world total production of vehicles. Even though Honda has announced that it will join Toyota in producing NiMH utilizing hybrids shortly and will have the capacity in 2011 to produce between 200,000 and 500,000 such vehicles annually by then the two companies, which expect to sell most of their hybrids in the U.S. domestic market, will still only produce between them a maximum of 15% of their total vehicle production-and 1.5% of global vehicle production-as NiMH utilizing hybrids. In 2011 at least 98% of all vehicles produced globally will use an internal combustion engine fueled by hydrocarbons.

      Diesels best Priuses on greenhouse gases. So far, no one mass produced a hybrid using a diesel engine. A tiny number are now being offered, but too few to even register within the numbers of vehicles produced globally today. This is unusual since half of all European vehicles use diesel engines. It is understandable because Europe’s high fuel costs have driven the development of very efficient small diesel engines. And European companies, with their very high costs, have been reluctant to spend money on what, until just recently, they considered marginal improvements in efficiency and emissions. It is underreported in the U.S. that some VW and Peugeot turbo diesel powered cars not only get better fuel efficiency than the Toyota Prius but also have the same or lower greenhouse gas emissions.

      Different oil supply factors drive the markets of the U.S., Europe, Japan, and mainland Asia. These factors will drive also the speed with which those regions adopt or consider adopting the GM goal. Europe is less profligate with its oil and its imports of oil than the U.S. Diesels already constitute the majority of vehicles made and sold in western Europe; and their fuel efficiency is far superior to that of gasoline powered American cars. European car emissions are also much lower than those of comparable American products. Hybrids are being slowly introduced into Europe, but they are mostly diesel hybrids and they are mostly on large heavy high end cars such as Mercedes where fuel economy and emission requirements are so urgent that even marginal improvements are sought.

      There’s a problem with manufacturing hybrid power trains utilizing NiMH batteries: a limit on the total production, due to resource limitations. Today all of the rare earths, about 120,000 metric tons a year, are mined in China. Of this tonnage at most one-third or 40,000 metric tons is the rare earth metal, lanthanum. A Toyota Prius NiMH-battery uses 12 kg of lanthanum, and so far almost none of the OEM-supplied batteries have been returned for recycling. They are still functioning; and documented lifetimes of 300,000 miles have been recorded. Therefore for Toyota to build 1 million Prius vehicles in 2011 will require 12,000 metric tons of lanthanum. Adding Honda’s projected production that year will increase the demand to 18,000 metric tons of lanthanum. It is rumored that Toyota, when it announced last month that it had chosen to make NiMH-based power trains until such time as lithium based hybrid power trains became safe for customer use. It had intended to announce that it would ramp up production of the Prius to 3 million units per year in 2014-15. So it is easy to see why Toyota did not make that announcement. It would have meant that in 2014 Toyota alone would have needed 100% of global, i.e., Chinese, lanthanum production. Considering that Honda, the world’s third largest in volume and second largest profitable car maker, also announced it had chosen the NiMH battery for its hybrid power train. This since, as it said, the lithium battery is not ready for ‘mass production, the 2014 demand for lanthanum by just these two companies would exceed the world’s new production and there is very, very little lanthanum available from battery scrap.

      The bottom-line is that even if Toyota and Honda were to obtain the entire Chinese lanthanum production they would together only be able to produce with 3 million hybrid vehicles in 2014, and no one else would produce any. Thus the NiMH hybrid production in 2014 would be just 2.5% of projected global vehicle production for that year. A smaller percentage of new cars than in 2012!

      Centuries for fleet replacement. If NiMH-based hybrids lasted forever it would still take 400 years of lanthanum production to build 1 billion of them to replace the current, 2008, global fleet.

      NiMH-based hybrids are safe, reliable, long lived, and at least twice as economical to operate as a comparable American car of the same size and cargo capacity (825 lb for the Prius). If the Prius were only sold in the U.S. it would still take 100 years to produce enough of them to replace the internal-combustion fleet as it exists in 2008!

      In the near term then—considering the demand for the safe, reliable, long lived, fuel efficient Prius—I would urge, once again, investors to buy into the Western mining companies in Australia, the U.S., and Canada that can produce rare earth metals before 2014. Toyota and Honda must be getting ready to pounce. No matter what happens on the road to the GM goal for power trains, there will never be enough lanthanum to meet the impressive demand for safe , reliable, long lived, fuel efficient hybrid. Lanthanum demand, just for this use, is never going to meet, much less exceed, the supply. Investors know what that means for price. Did I mention that China is building NiMH hydride batteries for its domestic electric motorbikes and cars already? That lanthanum used for this purpose is gone from the Western market forever. Did I mention that China already has reduced this year’s total export tonnage of rare earth metals—of all kinds—to under 38,000 tonnes; and that Japan's projected 2008 demand is 40,000 tonnes?

      Lithium technology. Now let’s talk about lithium batteries. They are too expensive to make a lithium battery hybrid to compete with the Prius. Because lithium batteries with sufficient power density must be hand assembled from large numbers of small cells, manufacturing processes are a costly, labor intensive nightmare. It is estimated that the lithium battery alone for a Chevrolet Volt will cost (today’s technology) from $10-15! Unlike that of the NiMH battery the lifetime and reliability of lithium batteries is unknown. Ford Motor, for one, is not considering the use of any lithium technology known today, because it feels that customers will balk at short lived very expensive to replace power train components. This when they can buy long lived, reliable NiMH batteries for much less.

      GM seems to have recognized this fact; and they are trying to bring to skip over the hybrid phase of the path to the fuel cell powered electric car. Then GM would produce and market the next step beyond the hybrid power train in the anointed path. This would be the plug-in hybrid in which there is an onboard internal combustion engine. But its sole purpose is to recharge the drive battery and/or directly provide electric power to electric drive motors through powering a generator. This seems like a great concept but the problem is the car’s range before a recharge. GM is marketing the projected 2010 Chevrolet Volt plug-in hybrid as a vehicle with a 40 mile range. Recharging is to be via plug-in to an ordinary household-type 120-VAC, 60-cycle, American outlet.

      Many other car makers are trying to take this path so as to skip the hybrid stage and not try to compete with wildly successful Toyota. Even Toyota and Honda are staying in the plug-in game. Each has announced that it will add capacity to build a “small number” of lithium batteries and deliver “some’ plug-in hybrids as soon as 2010. Toyota and Honda however both see plug-in hybrids as a niche market ultimately for only a few high-end buyers.

      Nonetheless, even though GM has designed a lithium battery-based plug-in hybrid power train that, it says, will use only 1 kg of lithium per vehicle there is a raw material problem. According to the latest U.S. Geological Surve report on lithium, there were 25,000 tonnes of it produced last year globally. Of that, 20%—or 5,000 metric tons—were used for batteries. Assume that all of the current (excuse the pun) lithium battery production for laptops and other portable devices were discontinued immediately. This would mean that, at most, a total of 5 million lithium battery-based Chevrolet Volt-type plug-in hybrids could be made annually by all car makers combined. Yes, the production of lithium could be increased and perhaps even doubled within a decade, but lithium is not produced and stored for future uses it is produced to meet an actual market demand. Increased demand would come only from plug-in hybrid requirements and the very few producers of this metal, such as Chile’s SQM, a subsidiary of the Canadian fertilizer giant, POS, are increasing production but only cautiously. Just to be pedantic, if lithium battery powered plug-in hybrids lasted forever, it would take 200 years for them to replace the existing global fleet of internal combustion powered vehicles and 60 years to do the same in the USA. Does anybody really think that GM is going to re-invent itself as a company that makes a couple of million plug-in hybrids a year at a loss? GM today makes 9 million internal combustion-powered cars at a loss, so I guess switching over to plug-in hybrids could be an improvement.

      Now you’re going to say to me that all of these car types, hybrid, plug-in hybrid, and battery only are just steps to the goal of a fuel cell powered car.

      By the way, battery powered cars would need to be based on lithium technology, because NiMH does not lend itself to surviving the initial drain necessary to overcome the friction and the inertia of a ton of iron and steel. Actually such a vehicle would today need a lead-acid battery system for the initial ‘start’ or a flywheel or capacitor system, or both, for starting. I doubt whether anyone will go to a battery-only system unless some marvelous battery technologies come along or people can be satisfied with shorter ranges and top speeds.

      So now we come to the goal of a fuel cell powered electric car. Let’s call it the Wagoner; and its producer: Toyota/Chery-GM-Ford, the Japanese/Chinese auto company formed from the collapse of the American owned and operated OEM automotive industry in 2012. This was just before Hillary Clinton was elected to her first term, succeeding the retiring John McCain. It is now 2025, and 90% of the world’s car production is powered by plentiful hydrocarbon fuel produced from oil shale and tar sands. Nuclear produced electricity globally is being used to produce hydrogen for the growing number of internal combustion engines being built to burn hydrogen only. The remaining 10% of the new cars being built in 2025 are NiMH hybrids and lithium battery-based plug-in hybrids. No battery-only powered vehicles are being produced as it has been decided that this will be wasteful of precious battery metals such as lanthanum, lithium and cobalt. It is estimated that by 2015 there will be enough hydrogen production to power all of the cars being built that year, all 150 million and that by 2060 only hydrogen will be used for vehicle propulsion by internal combustion engines.

      This scenario is based on the fact that today each fuel cell, which can deliver enough power for a mid-sized American vehicle, will require 1-3 ounces of platinum or palladium. This year’s production capacity for platinum and palladium is approximately 14 million ounces. This is more than enough metal to equip each new car made and sold in 2008 with a catalytic converter using 1-4 grams of platinum and palladium each. But there isn’t much left over. However let’s argue that half of the platinum and palladium is left over. This would be 7 million ounces. Today’s fuel cells can only use platinum, so in our hypothetical we have 3 ½ million ounces of platinum available. At one ounce per fuel cell this will enable us to build 3-million fuel-cell-powered vehicles. Now you’re going to say that each fuel cell powered vehicle takes away the demand for one internal combustion-powered car’s catalytic converter. This is true but the average catalytic converter uses only 1/8 of an ounce of platinum so it will take the ‘retirement’ of eight catalytic converter-equipped internal combustion-powered cars to release enough platinum (actually it will take nearly 30 of them because catalytic converters use just 1 gram each of platinum [plus palladium and rhodium]).

      Only a mere century. It is believed by many geologists today that platinum group metal-production is at a maximum. So, even if it could be kept up forever, and even if hydrogen were freely available, it would take as much as 100 years’ full production of unlimited lifetime cars to replace the existing global fleet today with platinum requiring fuel cell burning hydrogen vehicles.

      Raw materials plays. In the short term, the next 25-50 years, manufacturers will switch to diesels and hybrids to conserve oil and to lower emissions. In your lifetime the automotive raw material plays will be lanthanum, nickel, cobalt, copper, lead, magnesium, molybdenum, neodymium, lithium, platinum, palladium, and rhodium. Your best bets today are the rare earth metals, nickel, cobalt, and magnesium. Tomorrow I would look at lithium, and next week at the platinum group metals.

      Be sure that cars and trucks are going to get more and more expensive and be made to last longer and longer due in no small part to the permanent increases in the costs of natural resources. Also be assured that he yearly model change which was devised by GM’s founder to counter Ford’s strategy of marketing by model rather than year will soon end. Longevity of power trains will be the factor that decides the life of a car and how long you keep it. You might want to invest in automobile service shop chains. They will proliferate as car makers and brands (Plymouth, Edsel, Oldsmobile) vanish and high technologies (hybrids, plug-in hybrids, diesels, and even some few hydrogen powered internal combustion cars (BMW, Honda) and fuel cells(Honda) begin to spread into the market. The high school dropout is not going to be your service man of choice for your hybrid nor is the dealer shop of the manufacturer who doesn’t offer them.

      It’s a good thing that you don’t need to wait for a new NiMH battery because they are in very short supply. How long do you think it will take to get a handmade lithium battery replacement? Perhaps the play in plug-in hybrid service will be service shop waiting room entertainment systems and nearby motel accommodations
      Avatar
      schrieb am 08.08.08 14:54:20
      Beitrag Nr. 356 ()
      Antwort auf Beitrag Nr.: 34.678.277 von 4now am 08.08.08 00:07:52Market Report -- In Play (ALB)August 7, 2008 6:23 PM ETAlbemarle to increase prices of FCC catalysts for VGO and resid cracking Co will increase the prices of its fluidized catalytic cracking (FCC) catalysts for both heavy feed (Resid) and vacuum gas oil (VGO) cracking applications by 20% worldwide, effective September 1, 2008, or as contracts allow. Natural gas and rare earth surcharges will continue to apply.
      Avatar
      schrieb am 10.08.08 14:32:35
      Beitrag Nr. 357 ()
      Antwort auf Beitrag Nr.: 34.684.254 von 4now am 08.08.08 14:54:20die Woche gabs wieder Insiderkäufe bei GWG
      http://www.canadianinsider.com/coReport/allTransactions.php?…
      Avatar
      schrieb am 10.08.08 14:50:33
      Beitrag Nr. 358 ()
      Antwort auf Beitrag Nr.: 34.695.041 von 4now am 10.08.08 14:32:35weil der artikel so schön in deutsch ist stell ich in rein
      inhaltlich nicht viel neues
      http://www.heise.de/newsticker/Toyota-setzt-auf-verschiedene…
      Avatar
      schrieb am 12.08.08 14:57:15
      Beitrag Nr. 359 ()
      Antwort auf Beitrag Nr.: 34.695.080 von 4now am 10.08.08 14:50:33artikel im heutigen Handelsblatt (Ausschnitte)

      Handelsblatt Nr. 155 vom 12.08.08 Seite 26, 12.08.2008

      Begehrte Spezialmetalle
      "Seltene Erden" sind wegen der wachsenden Nachfrage nach Hybrid-Autos gesucht

      [...]GERD BRAUNE | OTTAWA Ihre wirtschaftliche Bedeutung übertrifft bei weitem ihren Bekannheitsgrad: die "Seltenen Erden".[...][...]In Kanada will die Great Western Minerals Group am Hoidas Lake in Saskatchewan die Produktion 2011 aufnehmen.[...]

      Handelsblatt Nr. 155 vom 12.08.08 Seite 26, 12.08.2008

      Begehrte Spezialmetalle
      "Seltene Erden" sind wegen der wachsenden Nachfrage nach Hybrid-Autos gesucht

      [...]GERD BRAUNE | OTTAWA Ihre wirtschaftliche Bedeutung übertrifft bei weitem ihren Bekannheitsgrad: die "Seltenen Erden".[...][...]Der weltweite Bedarf an Oxiden Seltener Erden (Rare Earth Oxide/REO) lag 2006 bei 110 000 Tonnen im Wert von 1,3 Mrd.[...][...]Das Angebot an "Seltenen Erden" für den Weltmarkt kommt nur aus wenigen Quellen.[...][...]Aber der Tag wird kommen, an dem wir keine Handys und Blackberrys haben, weil es an Seltenen Erden mangelt.[...][...]"Da sich die technologischen Anwendungen der Seltenen Erden in den vergangenen Jahrzehnten multipliziert haben, ist die Nachfrage nach mehreren der weniger häufigen und früher ziemlich obskuren Seltenen Erden dramatisch gestiegen", urteilt die US-Fachbehörde Geological Survey (USGS).[...]
      [...]GERD BRAUNE | OTTAWA Ihre wirtschaftliche Bedeutung übertrifft bei weitem ihren Bekannheitsgrad: die "Seltenen Erden".[...][...]Sie werden für Katalysatoren und Batterien für Hybrid-Autos benötigt, für leistungsstarke Magnete und Glasfaserkabel.[...][...]Vor allem die Nachfrage nach Hybrid-Fahrzeugen steigert den Bedarf.[...][...]Der größte Engpass droht durch die Nachfrage nach Hybrid-Autos, die den Kraftstoffverbrauch verringern.[...][...]"Die Seltenen Erden sind unabdingbar für die Produktion von Hybrid-Wagen.[...]
      .[...][...]"Beim jetzigen Wachstum wird 2011 die Nachfrage nach Seltenen Erden die globale Produktion übertreffen", meint Lifton.[...]
      Avatar
      schrieb am 12.08.08 17:28:03
      Beitrag Nr. 360 ()
      Antwort auf Beitrag Nr.: 34.709.202 von 4now am 12.08.08 14:57:15jojo hat in seinem Rare Element Resources Thread den vollständigen artikel eingestellt. Ich hab mir erlaubt ihn dort zu kopieren.
      http://www.wallstreet-online.de/diskussion/1126354-51-60/rar…


      Handelsblatt Nr. 155 vom 12.08.08 Seite 26, 12.08.2008

      Begehrte Spezialmetalle
      von Gerd Braune

      Ihre wirtschaftliche Bedeutung übertrifft bei weitem ihren Bekannheitsgrad: die „Seltenen Erden“. Ohne sie geht in der Kommunikations- oder Umwelttechnologie fast nichts mehr. Weil China immer mehr dieser Erden für die eigene Industrie braucht, müssen sich bisherige Kunden nun auf die Suche nach eigenen Quellen machen.


      "Der Tag wird kommen, an dem wir keine Handys und Blackberrys haben, weil es an Seltenen Erden mangelt", sagt der Detroiter Autoanalyst Jack Lifton. Foto: ap
      OTTAWA. Die „Seltenen Erden“ werden für Katalysatoren und Batterien für Hybrid-Autos benötigt, für leistungsstarke Magnete und Glasfaserkabel. Vor allem die Nachfrage nach Hybrid-Fahrzeugen steigert den Bedarf. Da China immer mehr der Förderung für die eigene Industrie braucht, müssen die bisherigen Kunden nun eigene Quellen erschließen.

      Der weltweite Bedarf an Oxiden Seltener Erden (Rare Earth Oxide/REO) lag 2006 bei 110 000 Tonnen im Wert von 1,3 Mrd. US-Dollar. Rund 95 Prozent davon kommen aus China. Dudley Kingsnorth von der australischen Industrial Minerals Company schätzt, dass der Bedarf bis 2012 auf 185 000 bis 195 000 Tonnen steigen wird. China werde die Förderung auf 125 000 Tonnen steigern, diese aber selbst benötigen. „Der Rest der Welt wird 2012 etwa 60 000 bis 80 000 Tonnen fördern müssen“, warnt er. Das Angebot an „Seltenen Erden“ für den Weltmarkt kommt nur aus wenigen Quellen. Die drei größten liegen laut TZ Minerals International (TZMI) in China: die Bayan Obo-Mine in der Mongolei, Mianning-Dechang in der Provinz Sichuan und verstreute Lager im Süden Chinas, vor allem bei Ganzhou.

      „Diese Elemente sind keine exotischen Pflanzen aus Zentralafrika. Sie sind für unser tägliches Leben notwendig“, sagt der Detroiter Autoanalyst Jack Lifton. „Gold und Silber sind schön für Ohrringe. Aber der Tag wird kommen, an dem wir keine Handys und Blackberrys haben, weil es an Seltenen Erden mangelt. Die Spezialmetalle sind die Edelmetalle des 21. Jahrhunderts. Ohne sie werden wir ins 20. oder gar 19. Jahrhundert zurückgeworfen“, unkt er.

      „Da sich die technologischen Anwendungen der Seltenen Erden in den vergangenen Jahrzehnten multipliziert haben, ist die Nachfrage nach mehreren der weniger häufigen und früher ziemlich obskuren Seltenen Erden dramatisch gestiegen“, urteilt die US-Fachbehörde Geological Survey (USGS). Erbium etwa erhöht die Leistung von Kabeln der Glasfaserkommunikation, Europium wird als roter Phosphor für Bildschirme von Monitoren und Fernsehgeräten eingesetzt und kann durch keinen anderen Stoff ersetzt werden. Seltene Erden, darunter Cer, werden auch für Autokatalysatoren verwendet.

      Der größte Engpass droht durch die Nachfrage nach Hybrid-Autos, die den Kraftstoffverbrauch verringern. „Die Seltenen Erden sind unabdingbar für die Produktion von Hybrid-Wagen. Ohne sie geht nichts“, sagt Lifton. Toyota und Honda wollen die Produktion deutlich steigern. Laut Kingsnorth will allein Toyota in 2010 mindestens eine Million Hybrid-Autos herstellen, die weltweite Produktion könne in 2012 bei drei Millionen liegen.


      Preise ausgewählter Spezialmetalle.
      „Beim jetzigen Wachstum wird 2011 die Nachfrage nach Seltenen Erden die globale Produktion übertreffen“, meint Lifton. Das Kernproblem liege darin, dass China quasi Monopolist bei der Förderung Seltener Erden ist und den Export durch eine Exportsteuer drosselt. Von rund 100 000 Tonnen, die China produziert, gingen nur 40 000 in den Export. Das sei die Menge, die allein Japans Autohersteller brauchen. „Das Wachstumspotenzial für Hybridfahrzeuge ist wegen der Benzinpreise und der Diskussion um Klimaschutz sehr hoch, aber es gibt keine Sicherheit auf der Angebotsseite“, sagt John Kaiser, Experte für Rohstoffunternehmen bei kaiserbottomfish.com, San Francisco.

      Die Preise gingen laut USGS und Metal-Pages.com deutlich hoch. Beispiel Dysprosium für Magnete und Elektronikartikel: Es kostete im Januar 2006 noch rund 70 Dollar/Kg und heute 110 bis 115 Dollar. Westliche Industrieländer spüren nun, dass sie keine neuen Vorkommen erschlossen haben. Selbst die zum US-Innenministerium gehörende Geological Survey übt indirekt Kritik. Sie stellte fest, dass die USA noch vor zehn Jahren ihren Bedarf an Seltenen Erden selbst decken konnten, nun aber von Importen aus China abhängig sei.

      Vor einem dramatischen Engpass kann nur die Entwicklung von Minen außerhalb Chinas bewahren. „Die Lagerstätten außerhalb Chinas verdienen mehr Investitionen sowohl durch die Industrie als auch potenzielle Investoren“, sagt Kaiser. TZMI erwartet wegen des angespannten Marktes einem positiven Preistrend bei Seltenen Erden.

      Doch die Möglichkeiten sind beschränkt. In Australien ist das Mount-Weld-Vorkommen der Lynas Corp. eine der zwei größeren Lagerstätten außerhalb Chinas. Mount Weld hat die Produktion jetzt begonnen; 2009 soll sie bei 10 500 Tonnen liegen. Das zweite Vorkommen ist Mountain Pass in Kalifornien der zum Chevron-Konzern gehörenden Firma Molycorp, woher bald 20 000 Tonnen kommen könnten. In Kanada will die Great Western Minerals Group am Hoidas Lake in Saskatchewan die Produktion 2011 aufnehmen. In den Nordwest-Territorien hat Avalon Ventures am Thor Lake ein bedeutendes Depot entdeckt.

      „Es gibt keinen Mangel an Interesse an unserem Projekt und keine Probleme, Kapital für die weitere Exploration zu gewinnen“, sagt Avalon-CEO Don Dubar dem Handelsblatt. Doch auch er stellt fest, dass die USA und Europa erst langsam aufwachen und erkennen, welche Brisanz in den bevorstehenden Engpässen für Seltene Erden steckt. „Die Japaner wissen seit Jahren, dass das ein Problem werden könnte.“


      Seltene Erden

      Elemente: Die „Seltenen Erden“ sind in einer Gruppe von 17 Elementen zusammengefasst: Scandium, Yttrium, Lanthan und 14 Elemente, die als Lanthanoide bezeichnet werden: Cer, Praseodym, Neodym, Promethium, Samarium, Europium, Gadolinium, Terbium, Dysprosium, Holmium, Erbium, Thulium, Ytterbium und Lutetium.

      Bezeichnung: Der Name ist irreführend, denn es handelt sich nicht um Erde, sondern um Metalle. Diese Metalle wurden aber zunächst in seltenen Mineralien gefunden und als Oxide – was früher als Erde bezeichnet wurde – isoliert. Selbst die seltenen unter den „Seltenen Erden“, dazu gehören Thulium und Lutetium, sind in der Erdkruste 200-mal häufiger vertreten als das Edelmetall Gold.
      Avatar
      schrieb am 13.08.08 13:56:07
      Beitrag Nr. 361 ()
      Antwort auf Beitrag Nr.: 34.710.808 von 4now am 12.08.08 17:28:03für die die sich für wasserstoff interessieren ein artikel mit schönen Grafiken.

      http://anz.theoildrum.com/node/4405
      http://peswiki.com/index.php/Directory:Hydrogen
      Avatar
      schrieb am 13.08.08 18:27:11
      Beitrag Nr. 362 ()
      Antwort auf Beitrag Nr.: 34.717.513 von 4now am 13.08.08 13:56:07lithium batterien nicht einsatzbereit Toyota setzt auf NiMH
      http://reviews.cnet.com/8301-13746_7-10015459-48.html
      Avatar
      schrieb am 13.08.08 18:47:59
      Beitrag Nr. 363 ()
      Antwort auf Beitrag Nr.: 34.720.609 von 4now am 13.08.08 18:27:11Do you think there’s a long future for nickel metal hydride batteries?

      Yeah, I do. Look at the money that Toyota is investing right now to build another nickel metal hydride plant. They’re expanding their capacity in nickel metal hydride. From my perspective, there’s no silver bullet. There are technologies, and there are trade-offs. Some have better energy density. Some have better recharge abilities. There is no perfect material out there. In some situations, nickel metal hydride is a preferred solution over lithium. And vice versa.
      http://www.hybridcars.com/components/cobasys-ceo-defends-his…
      Avatar
      schrieb am 14.08.08 20:28:17
      Beitrag Nr. 364 ()
      Antwort auf Beitrag Nr.: 34.720.798 von 4now am 13.08.08 18:47:59Toyota plant weiter laufen neue NiMH Modelle wär interessant wo sie die REE dafür hernehmen.
      http://www.motortrend.com/future/future_vehicles/112_0808_pr…
      Ein Chrysler Silverado ebenfalls NiMH
      http://www.canada.com/windsorstar/news/story.html?id=03a75d6…
      Avatar
      schrieb am 14.08.08 20:39:31
      Beitrag Nr. 365 ()
      Antwort auf Beitrag Nr.: 34.720.798 von 4now am 13.08.08 18:47:59Honda's Prius-killing hybrid gets a date: April 2009
      http://www.autoblog.com/2008/08/13/hondas-prius-killing-hybr…

      Auch interessant auch wenns um Lithium geht
      http://blogs.cars.com/kickingtires/2008/08/how-to-get-the.ht…
      Avatar
      schrieb am 21.08.08 12:04:34
      Beitrag Nr. 366 ()
      Antwort auf Beitrag Nr.: 34.730.920 von 4now am 14.08.08 20:39:31na sehr viele Warrants wurden da nicht eingetauscht
      werdens wohl doch eine normale KE machen müssen.

      SASKATOON, Aug. 20 /CNW/ - Great Western Minerals Group Ltd. ("GWMG" or the "Company") announces that the exercise period of the Company's early exercise warrant incentive program (the "Program") ended effective 5:00 p.m.
      (Saskatoon time) on August 19, 2008. The Program was previously announced in the Company's press release dated July 18, 2008.
      Existing holders of common share purchase warrants (the "Warrants")
      exercised an aggregate of 2,613,200 Warrants at a price of $0.275 per Warrant for aggregate proceeds of $718,630.00....
      Avatar
      schrieb am 21.08.08 12:27:37
      Beitrag Nr. 367 ()
      Antwort auf Beitrag Nr.: 34.793.750 von 4now am 21.08.08 12:04:34cerium als katalysator bei der Herstellung von Wasserstoff aus Biofuel
      http://www.energyefficiencynews.com/power-generation/i/1129/
      Avatar
      schrieb am 21.08.08 12:52:04
      Beitrag Nr. 368 ()
      Antwort auf Beitrag Nr.: 34.794.096 von 4now am 21.08.08 12:27:37lanthanum für Brennstoffzelle
      http://www.h2daily.com/index.php/20080818691/Latest/NTT-Deve…
      Avatar
      schrieb am 22.08.08 15:24:26
      Beitrag Nr. 369 ()
      Antwort auf Beitrag Nr.: 34.794.473 von 4now am 21.08.08 12:52:04auf sedar http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu…
      wurde der aktuelle quartalsbericht und die management diskussion und analyse veröffentlicht.
      Avatar
      schrieb am 22.08.08 16:07:38
      Beitrag Nr. 370 ()
      Antwort auf Beitrag Nr.: 34.812.378 von 4now am 22.08.08 15:24:26August 22, 2008


      METI to support for acquisitions of resources by Japanese firms
      Japan Economic Newswire reported that Japan’s industry ministry has decided to extend financial support to Japanese companies for their acquisitions of foreign resource related firms as part of efforts to secure stable supplies of mineral resources such as iron ore and rare metals.

      AS per report, the Ministry of Economy, Trade and Industry plans to seek a budgetary allocation of about JPY 20 billion for the project for fiscal 2009 starting in next April when it files requests with the Finance Ministry later this month.

      To back up Japanese firms' efforts to gain more development rights in major overseas mines, METI decided to expand the scope of coverage of financial support to the acquisition of foreign firms holding such development rights by Japanese companies. The ministry will also assist Japanese firms' efforts to enhance exploitation technology as cooperation with overseas firms in the exploration of mines will be instrumental in securing the supply of natural resources.

      Resource scarce Japan relies on imports from overseas for nearly all its necessary mineral resources and a stable procurement of supplies is one of its key policy tasks. The decision comes at a time when prices of natural resources have continued to rise amid tightening supply in the global market coupled with growing demand in emerging economies such as China.
      Avatar
      schrieb am 26.08.08 14:34:13
      Beitrag Nr. 371 ()
      Antwort auf Beitrag Nr.: 34.813.165 von 4now am 22.08.08 16:07:38wahnsinn das wären ~2,6 x die Weltjahresproduktion die die auf Lager legen wollen. Ihre eigene produktion liegt so bei 13000t/Jahr
      deshalb weis ich nicht recht wie das gehen soll.
      Mit den 100MillUSD können sie auch nur ca.7000tonnen zu den derzeitigen Marktpreisen kaufen.
      Hat jemand eine Idee wie das gehen soll ?


      SHANGHAI, Aug 26 (Reuters) - Inner Mongolia Baotou Steel Rare-Earth Hi-Tech (600111.SS: Quote, Profile, Research, Stock Buzz) plans to invest 675 million yuan ($98.62 million) in a reserve project that will store 300,000 tonnes of rare earth concentrates, the company said on Tuesday.

      Baotou Group runs China's largest research and production centre for rare earths, used in military and technological applications.

      China, the world's largest source of rare earths and minor metals, is trying to consolidate the sector and boost efficiency.

      The Shanghai-listed company said it would take five years to build up the stockpiles, which would boost its production by increasing its recycle rate.

      The company said in a separate statement on Tuesday that it would boost capacity at its ammonium unit to 8,000 tonnes a year from 5,000 tonnes. ($1=6.844 Yuan) (Reporting by Alfred Cang; Editing by Edmund Klamann)

      die 13000tonnen
      hab ich von hier
      http://findarticles.com/p/articles/mi_hb5562/is_200703/ai_n2…
      Avatar
      schrieb am 26.08.08 15:56:59
      Beitrag Nr. 372 ()
      Antwort auf Beitrag Nr.: 34.864.123 von 4now am 26.08.08 14:34:13das konzentrat von Baotou enthält ca.60% REO
      meine obige Rechnung stimmt also nicht ganz weil es ja 300000t
      Konzentrat sind also 180000t REO was dann 1,55 Weltjahresproduktionen REO sind. (116000t)

      Flotation that produces concentrate containing about 60%
      REOs is used at Baotou to process REE ore from the Bayan Obo
      deposit.
      http://www.rareelementresources.com/i/pdf/RareEarths-CastorH…
      Avatar
      schrieb am 26.08.08 16:34:38
      Beitrag Nr. 373 ()
      Antwort auf Beitrag Nr.: 34.865.567 von 4now am 26.08.08 15:56:59der preis für Konzentrat ist übrigens so bei 11000USD
      also wie dann nur auf 100MillUSD Investition kommen weis
      ich nicht.

      Chinese market participants told Metal-Pages that concentrate prices are now between Rmb 75,000 and Rmb 76,000/tonne, up from about Rmb 72,000-73,000/tonne seen at the start of this month.
      Avatar
      schrieb am 26.08.08 16:52:26
      Beitrag Nr. 374 ()
      Antwort auf Beitrag Nr.: 34.866.238 von 4now am 26.08.08 16:34:38hi 4now

      das ist ja wirklich mal ne ordentliche hausnummer und ein ganz schöner zahlensalat :D

      ist echt schwierig da einzuschätzen, wie das zusammenpassen soll, eventuell meint man ja ein anderes konzentrat. also nicht in der "verkaufsqualität" sondern niedergradig z.b. "nur" 20% welches man als zwischenprodukt und reserve für mögliche kurzfristige starke produktionssteigerungen lagert.

      wenn ich dann den zunächst sehr unverständlichen satz (im zusammenhang mit reservenaufbau) mir so anschaue:

      ...The Shanghai-listed company said it would take five years to build up the stockpiles, which would boost its production by increasing its recycle rate....

      dann könnte man auch zu der schlussfolgerung kommen, dass dieser reservenaufbau zumindest z.t. nicht aus dem primär rohstoffen erfolgen soll, sondern eben aus z.b. produktionsabfällen wie schlacken o.ä. diese art von konzentrat wäre dann wahrscheinlich auch nicht vergleichbar mit dem handelsüblichen.

      nur mal so dahinüberlegt :)

      gruß
      Avatar
      schrieb am 26.08.08 18:03:31
      Beitrag Nr. 375 ()
      Antwort auf Beitrag Nr.: 34.866.516 von tyrionfg am 26.08.08 16:52:26auf den ersten Blick hat mir die news gefallen weil ich annahm damit saugen sie Angebot vom Markt was die Preise steigen lassen wird. Andererseits dürfen sie dieses HJ ja nur noch ~800tons exportieren. Was auch ein Grund sein könnte warum sie Lager anlegen.
      Problematisch sehe ich daß die mit dieser Pimperlinvestition "solch hohe"(wieviel ?) Mengen produzieren können. Mit den Produktionskosten müssen
      GWG und ARU ja auch mithalten können.

      Bezüglich deiner Konzentrat Vermutung: daß hoffe ich auch daß da
      niedrig prozentigeres Konzentrat deren Basis ist.
      Aber Weight ratio 0,66 heißt wohl nicht 0,66% sondern 66% (?)

      RARE earth elements have found a wide range of applications in modern technology. The worlds largest rare earth deposit is located at Baiyunebo[1] (or translated as Bayan Obo[2] or Baiyun Obo[3]) in China where bastnaesite and monazite co-occur intimately as associated minerals in a fluorite-containing iron ore. At present, the mixed bastnaesite-monazite concentrate is industrially treated using a hightemperature sulfuric acid process at about 800 deg C, followed by solvent extraction. But, the sulfuric acid process leads to a large amount of HF-containing waste gas and a slag-- to-concentrate weight ratio up to 0.66, annually yielding tens of thousands of tons of slag containing 0.2 wt pct of thorium, which has to be stored as radioactive waste,[4] and the solvent extraction process is energy and time consuming. Therefore, the development of environmentally conscious and energy saving processes is highly desirable for rare earth extraction and separation from the mixed concentrate.
      http://findarticles.com/p/articles/mi_qa5469/is_200210/ai_n2…
      Avatar
      schrieb am 26.08.08 18:08:10
      Beitrag Nr. 376 ()
      Antwort auf Beitrag Nr.: 34.866.516 von tyrionfg am 26.08.08 16:52:26hab übrigens vorhin ein mail an jack lifton geschickt und der sofort geantwortet.

      Dear Mr. xxx,


      I am following this story and plan to comment on it in my regular column this Thursday.

      If you look at the numbers, as you did, then the costs for the total project would be very large, since it would produce a stockpile of nearly three times as much material as they produce annually now and it would be on top of yearly production! The project would add 60,000 additional tons of production a year; a 50% increase. I question not the funding of this project but rather ask is it possible with today's Chinese mining engineering, ore concentration, and refining technology to 'ramp' up at this speed. Note well that it is a "Five Year Plan."

      I believe that there are deep issues being 'outed' here and that they do not bode well at all for the future of end-users of rare earths in the west.

      Thanks

      Jack Lifton
      Avatar
      schrieb am 26.08.08 18:34:40
      Beitrag Nr. 377 ()
      Antwort auf Beitrag Nr.: 34.867.603 von 4now am 26.08.08 18:03:31also das:

      "...a slag-- to-concentrate weight ratio up to 0.66..."

      würde ich so deuten, dass bei dem angewandten aufbereitungsprozess einfach sehr viel schlacke anfällt. nämlich bis zu 2 teile schlacke auf 3 teile konzentrat. zu dem ree-gehalt des konzentrates kann man aus der meldung m.m. nach nix schließen.

      ist natürlich auch noch ein erklärungsversuch, da man ja wohl jetzt aus china gar kein konzentrat mehr exportieren darf und auch die exporte der metalle/chemikalien stark eingeschränkt wurden, aber auf der anderen seite eventuell die produktionskapazitäten für die down stream produkte innerhalb von china noch nicht genügend ausgebaut sind (spekulation deshalb ja vielleicht auch die sinkenden preise innerhalb von china siehe metalspage), nutzen produzenten diese situation jetzt, um ein lager aufzubauen, da sie von einer großen nachfragesteigerung ausgehen und nicht jetzt zu diesen preisen verkaufen wollen.
      dann würden die genannten kosten einfach die mehrkosten sein, die sich aus der laufenden produktion für "überschüssiges" konzentrat ergeben.

      gruß
      Avatar
      schrieb am 27.08.08 01:07:23
      Beitrag Nr. 378 ()
      so nachdem die warrantseintauschaktion nicht viel geld gebracht hat
      werden jetzt 2-3MillCAD via KE aufgestellt.
      Das sollte bis zu den nächsten News reichen.
      (In der Hoffnung daß dann die nächste KE zu höheren Kursen statt findet)

      SASKATOON, Aug. 26 /CNW/ - Great Western Minerals Group Ltd. ("GWMG" or
      the "Company") is pleased to announce that it has entered into an engagement
      letter with Research Capital Corporation ("Research Capital" or the "Agent").
      Research Capital, as lead agent and book runner, and Dundee Securities
      Corporation have agreed, on a best-efforts agency basis, to act with respect
      to a private placement offering (the "Offering") by the Company of up to an
      aggregate of $2,000,000 of common shares in the capital of the Company
      ("Common Shares") at price of $0.25 per Common Share. The Offering will be
      conducted by way of private placement in reliance upon available exemptions
      pursuant to applicable securities law and the Common Shares will be subject to
      a four month hold period.
      The Common Shares will be issued on a flow-through basis pursuant to the
      Income Tax Act (Canada) and the proceeds of the Offering will be used to incur
      certain types of CEE as defined in the Income Tax Act (Canada).
      In connection with the offering, the Company will grant the Agent an
      over-allotment option to increase the size of the Offering by up to an
      additional $1,000,000 of Common Shares at any time prior to the closing date.
      The Offering is subject to regulatory approval and is scheduled to close on or
      about September 5, 2008.
      Pursuant to the terms of an engagement letter dated August 26, 2008, the
      Research Capital agreed to act as lead agent of a syndicate of agents with
      respect to the Offering. Dundee Securities Corporation will participate as a
      member of the syndicate. In connection with the Offering the Agent and
      syndicate will receive an aggregate cash commission equal to 7% of the
      proceeds of the Offering and that number of warrants to purchase Common Shares
      that is equal to 7% of the number of Common Shares sold pursuant to the
      Offering ("Broker Warrants"). Each whole Broker Warrant will entitle the
      holder to purchase one Common Share on a non flow-through basis at a price
      equal to the price of the Common Shares sold pursuant to the Offering for a
      period of 24 months from the date of issuance of the Broker Warrants.

      <<
      Jim Engdahl
      President
      Avatar
      schrieb am 27.08.08 18:00:53
      Beitrag Nr. 379 ()
      Antwort auf Beitrag Nr.: 34.872.889 von 4now am 27.08.08 01:07:23After years of rapid rises, non-ferrous metal prices have begun dividing. Some of non-ferrous metal prices have dropped due to the impact of supply growth, and some have still remained at high level because of tight supply. This report is optimistic about future prices of noble metals, aluminum, tin and rare earths, and is cautious about future prices of copper, zinc, lead, nickel and molybdenum. Detailed information is given in Chapter IV
      http://www.researchinchina.com/report/HeavyIndustry/Material…
      Avatar
      schrieb am 27.08.08 20:34:11
      Beitrag Nr. 380 ()
      Antwort auf Beitrag Nr.: 34.880.694 von 4now am 27.08.08 18:00:53Hi 4now
      kannst du den report auf uploaden und den link reinstellen?
      Ich verpetz Dich auch nicht, versprochen ;)

      Enjoy,
      Pisa
      Avatar
      schrieb am 28.08.08 01:04:58
      Beitrag Nr. 381 ()
      Antwort auf Beitrag Nr.: 34.882.794 von pisa am 27.08.08 20:34:11wär schon interessant zu lesen, ich bezweifle aber daß er das Geld wert ist. Was soll schon drinnenstehen ?
      RE Magnets growth 15%,...
      die Prognosen die dann in den nächsten Monaten in den News/Unternehmenspräsentationen zu finden sein werden.
      gruß
      Avatar
      schrieb am 28.08.08 23:08:15
      Beitrag Nr. 382 ()
      Antwort auf Beitrag Nr.: 34.885.624 von 4now am 28.08.08 01:04:58China’s Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co. Ltd.
      By Jack Lifton
      28 Aug 2008 at 12:27 PM GMT-04:00

      It's got a five year plan to help China retain control of the global supply of rare earths.

      FARMINGTON HILLS, Mich. (ResourceInvestor.com) -- Chances are very good that you’ve never heard of” Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co Ltd” (600111.SS). Nonetheless that mouthful is the official name in English of a Chinese company that is today one of the world’s largest producers of rare earths in the nation, China. It’s essentially the world’s only miner of rare earths.

      Let’s just call the company “Baotou” as it in fact is usually referred to outside of China. Inside China, however, and among the world’s small band of rare earth cognoscenti it becomes necessary to give the company its entire name so that, in conversation, or on paper one will know that one is speaking only of a part of the operations of Baotou Steel. It’s known in the west as one of China’s largest steel producers, iron ore miners, and iron ore consumers and as the main proprietor and mine operator of the sedimentary carbonate-hosted giant Bayan Obo (rare earth element) REE-Fe-Nb ore deposits of Inner Mongolia, the world’s largest known REE ore deposits.

      On Monday, 25 August, Reuters carried the following headline: Baotou Rare Earth plans 300,000 tonne stockpile. Neither the headline nor the story under the headline seems to have yet attracted much attention. However, it is a report of the plans and intentions of the largest operator of REE mining, refining, and end-use product manufacturing on the largest REE orebody in the world. So it bears a close examination by end users and investors operating in the REE space.

      The story, in fractured English, some of it confusing, seems to say that Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co Ltd will:

      Invest 675 million Yuan ($98.62 million) in a reserve project that will store 300,000 tonnes of rare earth concentrates;
      Is trying to consolidate the sector [rare earths] and boost efficiency; and that
      It would take five years to build up the stockpiles, which would boost its production by increasing its recycle rate.
      Before we look at the serious implications for the global REE market of the above points let’s look at some official statements of production by Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co Ltd.

      On 29 May, NewsnChina, reported that the “China Securities Journal” had said: Rare-earth Concentrate Production Halted (by INNER MONGOLIA BAOTOU STEEL RARE-EARTH HI-TECH CO., LTD (600111). The report’s stated reason for the halt was, “To stabilize decreasing market prices for rare-earth products, Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co., Ltd. (600111) announced that it would halt the supply of rare-earth concentrate for one month and halt its own refining for one month.” It continued saying that, “The company expects the suspension to reduce its production volume of separation products by 1,400 tons. The company said it would make up for the production losses in the second half of the year. During the suspension in production, the company will sell products from its inventory, thus sales revenue for 2008 will not be affected.”

      I think we can deduce from this earlier report that INNER MONGOLIA BAOTOU STEEL RARE-EARTH HI-TECH CO., LTD (600111) normally produces at least 1,400 x 12 = 16,800 tonnes of rare-earth “concentrate” a year.

      I will add here, myself, that a fairly typical REE ore from Bayan Obo will consist of bastnaesite and monazite and that the ore concentrates form the first will contain 55-60% REOs and from the second 47% REOs (rare earth oxides), so that the mixed concentrates will report at above 50%. This is the richest concentrate of so-called “light rare earth elements,” LREEs, that can be produced today anywhere on earth.

      It’s clear that, at this point in time, the Chinese government is trying to “encourage “economies of scale in many of its basic industries. Historically in China this has meant that the large eat the small, literally. Compare this approach with the West where a relatively small player like ArcelorMittal Steel, at its beginnings in India, can by superb financial manipulation acquire larger companies, which are typically not well managed, and grow to become the world’s largest steel producer. This is not what is happening or is allowed to happen in China. Those natural resource producers with the largest numbers of direct employees—typically state-owned—are the only ones that can adapt to sudden changes in government regulations that favor larger and larger entities. This is happening in the Chinese steel industry and it is now happening in the Chinese rare earths’ mining industry where what we perceive as a monolith is, in fact, a mélange of companies ranging from artisanal individual miners all the way up to INNER MONGOLIA BAOTOU STEEL RARE-EARTH HI-TECH CO.,LTD (600111).

      The 14,400 tonnes minimum of concentrate production—that I am estimating just for Baotou Steel Rare-Earths—represents probably 10% of China’s most recent annual production of rare earths. Nonetheless, it is very small compared to the projection for what I am going to call an ”inventory build” of 300,000 tonnes of concentrates in just the next five years.

      I am not today even going to try and decipher what the Reuter’s article is reporting; I am just going to tell you what it cannot be reporting.

      Even if Baotou Steel Rare-Earth were speaking as the representative of the entire, Chinese rare-earth mining, refining, and fabricating industry, building an inventory of 300,000 tonnes of concentrate in just five years would require increasing current yearly production of rare earths by 25-50%! This number wildly exceeds any estimates that have been made of the Chinese rare-earth industry’s ability to increase its concentrate output.

      Now the Chinese rare-earth mining industry is entering a period of intense concentration. Common sense tells us that this will decrease not increase annual production until it is over. Logic and experience tell us, for example, that small mines will be closed and evaluated and those deemed worthy to continue will have to be upgraded in equipment, safety, and health.

      Are we being told that with Chinese internal demand increasing, or, at worst, holding steady that concentrates will be withdrawn from the export market or even from the domestic market in order to build this immense inventory?

      Are we being told that equipment capacities of which we in the west are unaware have been or will be shortly built and in operation across the Chinese rare earth mining industry?

      Is this ‘report’ a trial balloon to try and reduce the world price for rare earths? How could that be? If there is the capacity and finance to build an inventory of more than a year’s worth of total global demand by 2013 then surely the REEs market is already in surplus. But prices have increased this year sharply on a net, year to year basis.

      On top of that I was myself interviewed by the Washington Post’s Beijing Bureau last June about the pricing trends for REES. I was assured by the interviewer that Chinese REE producers felt that they were being ‘short changed’ on the prices they were getting for REES. They cited those to whom they directly export and that large prices were being obtained by resellers such as trading companies in privately negotiated contracts—from which the 25 official Chinese exporters of rare earth official allocations were not benefitting. Therefore it’s possible therefore that Chinese producers, such as Baotou, want to drive these intermediaries out of business by depressing prices long enough to force them out. This was done in the 1990s with strontium and in the 2000s in tungsten, both now Chinese monopolies.

      Of course the same strategy would go a long way to killing any incentive for the non-Chinese rare earth producers to continue or to even get additional funding. The result would be that no matter whether or not the inventory building goal was met or not pricing control would remain with the sole producer.

      I will be at the Minor Metals and Rare Earths Conference in Hong Kong next week, and I’m going to try and find out for all of us just what is going on in Inner Mongolia. Let me share with you my own theory. I think that Reuters may have gotten something else wrong besides grammar in their translation of the official announcement of the inventory building program. I think that Reuters got the decimal point location wrong. I’ll let you know.
      Avatar
      schrieb am 01.09.08 16:37:43
      Beitrag Nr. 383 ()
      Antwort auf Beitrag Nr.: 34.899.832 von 4now am 28.08.08 23:08:15Chinalco, the country's biggest alumina producer by output, has said it plans to expand into copper and rare earth metals production, but Xiao said copper and titanium are the company's focus now.
      http://money.cnn.com/news/newsfeeds/articles/djf500/20080901…
      Avatar
      schrieb am 04.09.08 13:07:21
      Beitrag Nr. 384 ()
      Antwort auf Beitrag Nr.: 34.934.862 von 4now am 01.09.08 16:37:43überschrift metal-pages
      "Chinese policies to strengthen RE market further"
      Avatar
      schrieb am 04.09.08 13:16:09
      Beitrag Nr. 385 ()
      Antwort auf Beitrag Nr.: 34.934.862 von 4now am 01.09.08 16:37:43Produktion sinkt Nachfrage steigt
      das ist ein prima Markt für Explorer würd ich meinen.

      http://www.companiesandmarkets.com/Summary-Market-Report/Chi…
      Summary: According to the data of the U.S. Geological Survey released in 2006, the basic reserves of rare earth in the world amounted to 154 million tons. China''s rare earth reserves account for 57% of the world''s total, ranking the first, followed by Commonwealth of Independent States, U.S.A., Australia and India. Currently, the global rare earth inventories can last for 1.5 years in static use and the world''s rare earth reserves may last for more than 200 years in static use. Although China has the largest rare earth reserves in the world, its share of rare earth resources in the global total is on the downward trend. China''s per capita possession of rare earth has dropped to 21g/person from 33g/person in 1998. In 2007, China carried out mandatory management plan on the production of rare earth products and smelting & separating rare earth products.

      In the year, the output of rare earth products was 120,800 tons, (by REO, the same hereinafter), down 8.83% year on year, and the output of smelting and separating rare earth products was 126,000 tons (including nearly 18,000 tons from waste recovery), down 19.75% year on year. In 2007, China''s export volume of rare earth products (rare-earth magnet included) was 49,000 tons, down 14.93% year on year, but the export value reached US$1,18 billion, up 51% year on year. Among the total exports, the export volume of rare-earth magnet, exporting to 69 countries and regions, reached 21,532 tons, nearly doubling against the pervious year, and the export value was US$415 million, up 36.96% year on year. The top nations and regions in terms of China''s export volume were Hong Kong and USA, Japan, Singapore, German, Thailand, Korea, Italy, Holland and Finland.

      The report is based on the authoritative data from the Chinese Associate of Rare Earth Industry, the Chinese Society of Rare Earths, the China Petroleum and Chemical Industry Association, the General Administration of Customs of China, the State Information Center and the National Bureau of Statistics of China and the information from financial reports of some key companies.
      Avatar
      schrieb am 10.09.08 16:26:12
      Beitrag Nr. 386 ()
      Antwort auf Beitrag Nr.: 34.978.277 von 4now am 04.09.08 13:16:09für die die noch nicht in panik verfallen sind und weiter interesse an Rare Earth News haben.
      http://www.livescience.com/researchinaction/ria-080905.html

      Chinese RE concentrates prices decrease again
      BEIJING (Metal-Pages) 10-Sep-08 Prices of rare earth concentrates have been heading south in both northern and southern China during the past weeks due to the relatively large supply and the continuously weakening downstream market.

      Chinese market participants reported that prices of medium yttrium and rich europium concentrates in southern China have decreased to Rmb 58,000-59,000/tonne ($9,345-9,507/tonne), in comparison with Rmb 63,000-64,000/tonne seen late last month.

      A Jiangxi-based smelter has confirmed the falling prices. “Right now we are able to get the concentrates at Rmb 58,000/tonne, compared to about Rmb 62,000-63,000/tonne seen a fortnight ago,” said an executive of the southern smelter.

      “Some suppliers are currently inclined to sell the material at Rmb 50,000/tonne before duty, whereas in the middle of last month the price was at about Rmb 55,000/tonne,” said an official of another Jiangxi-based smelter.

      Meanwhile, in northern China, prices of rare earth carbonate have also decreased to about Rmb 12,000/tonne ($2,021/tonne) recently although Baogang has been tightly controlling the supply. “However, downstream buyers have been reluctant to purchase material as the sluggish praseodymium/neodymium market has pushed down prices of the carbonate further recently,” explained a Baotou-based smelter.


      Chinese policies to strengthen RE market further

      HONG KONG (Metal-Pages) 04-Sep-08. During the past years, the state has strengthened the macro-policy control further over the rare earth industry, adopted a series of effective measures, successively launched a series of policies and rules, and strengthened and standardised the management of the rare earth industry, all of which have shown some initial results Mr Huang Jiaohong from Baotou Research Institute of Rare Earths in China told delegates at Metal-Pages’ Minor Metals & Rare Earths 2008 Conference.

      According to Mr Huang, during the past few years, Beijing has carried out many measures to standardise rare earth production and operations, protect resources and the environment and promote the healthy and orderly development of the rare earth industry. Meanwhile, the government has also adopted policies to protect and rationally develop the mineral resources of rare earths.

      In 2008, Beijing tightened up the regulatory policies further for rare earth raw materials. Baotou rare earth concentrate continues to implement fixed quantity supplies and the price of rare earth carbonate is relatively stable. And Jiangxi Copper Group has entered into the market to develop rare earth resources in Sichuan. Meanwhile, the yield of medium yttrium and rich europium concentrates in Guangdong and Jiangxi has been reduced somewhat due to the rainy season and the suspension of production in June.

      Mr Huang said that the state has strengthened the control over the rare earth industry further this year, raising the export threshold for rare earth products and the qualified export companies have been reduced from 39 in 2007 to 23 in 2008. The temporary export tariff for rare earth products has also been increased.

      As for the recent sluggish market of praseodymium and neodymium, he is bullish about the future market, suggesting that the neodymium-iron-boron industry is developing steadily and, as China’s annual growth rate is higher than 15%, so the demand for praseodymium and neodymium metals will surely go up step by step. Mr Huang felt that the price of neodymium and praseodymium products will rise again in the future and the market is expected to remain strong.
      Avatar
      schrieb am 11.09.08 00:15:53
      Beitrag Nr. 387 ()
      Antwort auf Beitrag Nr.: 35.050.418 von 4now am 10.09.08 16:26:12Mountain Pass rare earth reserves and restart status
      HONG KONG (Metal-Pages) 05-Sep-08. Chevron Mining is turning its Mountain Pass mine in California into a premiere rare earth opportunity, the company's Technology Engineering Manager Brock O’Kelley told Metal-Pages Minor Metals and Rare Earths Conference in Hong Kong.

      In 1998 operations were shut down due to environmental risk and in 2002 the situation looked grim, but today, O’Kelley said the situation is totally different, and environmental issues have been addressed to the satisfaction of local communities and groups. O’Kelley said that Chevron’s goal is now to transform the Mountain Pass facility into a world class operation.

      He said Mountain Pass has received all critical permits including renewal of its 30 year mining permit and permits for a new paste tailings impoundment and evaporations ponds. He also said Mountain Pass has the advantage of a superior ore body of 20 million metric tons on an REO basis at 5% REO cut off. Other advantages include strategic location at a strategic corridor that brings transportation, electrical power, liquid fuel and natural gas and water to its door step and an arid climate which makes solution evaporation a viable option for waste disposal. Also operating plants are in place, the mine is developed and ore crushing, milling and concentrating facilities are existing.

      The restart plan is to be phased over three years, the operation has created several significant stockpiles of materials largely due to rare earth supply-demand balance issues. In phase 2, as the lanthanum concentrate feed is depleted, Chevron will begin cracking operations using bastnasite stockpiles. This will be followed by commencement of mining. Phase 3 will consist of a complete redesign and refurbishment that will allow production of a full suite of high purity commodity and speciality products. The full restart plan is targeting 10-12,000 mt/yr REO.

      “We need to be ready to resume mining in 2011 and by early 2012 we need to be in a position to go into full operation,”O’Kelley told delegates.
      Avatar
      schrieb am 11.09.08 14:42:22
      Beitrag Nr. 388 ()
      Antwort auf Beitrag Nr.: 35.056.486 von 4now am 11.09.08 00:15:53Heute gibts mal News zu steigenden REE Preisen.
      SmEuGd prices firm on strong demand

      BEIJING (Metal-Pages) 11-Sep-08. Prices of samarium-europium-gadolinium (SmEuGd) have been firming in China during the past months although most other rare earths prices have been weakening.

      Chinese supplier sources reported that values of SmEuGd with 8% Eu content are holding at Rmb 180,000-185,000/tonne ($30,304-31,146/tonne) at the moment, unchanged over the past months. Strong downstream demand and tight domestic supplies have been cited as the main factors behind the price firming, according to sources.

      A Baotou-based producer has confirmed the situation. “The prices of SmEuGd have remained firm in the past months on the back of strong consumption from europium oxide producers,” said an executive of the northern producer, revealing that its price of the material are about Rmb 185,000/tonne.

      Sources reported that prices of europium oxide have been steady at Rmb 2,600/kg recently, while some suppliers have raised their prices to about Rmb 2,650/kg recently supported by the bullish consumption from energy saving light sector.

      “The recent supplies have been very tight because rare earth carbonate supplies have been stringently controlled in northern China. This has also contributed to the high SmEuGd prices,” said an official of another Baotou-based smelter.
      Avatar
      schrieb am 11.09.08 14:50:01
      Beitrag Nr. 389 ()
      Antwort auf Beitrag Nr.: 35.062.089 von 4now am 11.09.08 14:42:22Chevron sells Mountain Pass to Traxys and investors consortium

      LONDON (Metal-Pages) 11-Sep-08. US-based coal and molybdenum miner Chevron Mining has entered into an agreement to sell its Mountain Pass rare earth open pit mine in California to Rare Earth Acquisitions LLC (REA).

      The company, a unit of large US natural resources group Chevron Corp, said transaction is expected to close in late September 2008.

      REA is a special purpose company owned by investors Resource Capital Funds; Pegasus Partners IV, LP and The Goldman Sachs Group, Inc together with metals trader Traxys North America LLC and its affiliate Carint Group LLC. Included in the acquisition is the Molycorp name (a name of Chevron subsidiary that operates Mountain Pass). Upon closing, the company will be renamed Molycorp Minerals LLC.

      Mountain Pass is the only significant developed commercial rare earths resource in the western world, and according to Chevron, has enough resources to provide significant levels of global supply for 30 to 50 years.

      Located about 50 miles south of Las Vegas, Nevada, the operation has produced and sold rare earth products continuously since 1951. In 2007, Chevron Mining began rare earth separations operations using lanthanum concentrates from existing stockpiles to produce didymium (a combination of neodymium and praseodymium) and lanthanum products.

      The primary physical assets at Mountain Pass include the mine and ore resources, a flotation mill, and a specialty plant which refines the milled concentrate. Mountain Pass also has large stockpiles of bastnaesite concentrates located on the property.

      The Mountain Pass operations have an experienced and highly skilled work force, including on site operations personnel and a rare earth research and development team.

      Rare earth minerals are used in a wide variety of applications including catalysts for the oil refining industry, neodymium-iron-boron (NdFeB) magnets which are used in high energy electric motors like those used in hybrid vehicles, and new high energy battery applications.

      In addition to Mountain Pass, Chevron Mining operates an an underground molybdenum mine in Questa, New Mexico, and has three coal mines: an underground one in Alabama and two surface mines in Wyoming and New Mexico, an underground molybdenum mine in New Mexico.

      Ich denke das ist gut wenn die Rare Earth Player in die News kommen. Das wird bei anderen Parteien zu Interesse an anderen ReMining Kandidaten führen. Mountain Pass kann sicher nicht allein den Bedarfzuwachs abdecken.
      Avatar
      schrieb am 11.09.08 18:07:53
      Beitrag Nr. 390 ()
      Antwort auf Beitrag Nr.: 35.062.166 von 4now am 11.09.08 14:50:01USTR silent on possible new WTO case against China - 06 Sep, 2008
      Reuters reported that US trade officials has declined to comment on a report that United States is preparing a World Trade Organization case against China's export restrictions on raw materials used in steelmaking and other industries.

      Mr Sean Spicer a spokesman for US Trade Representative said that "We do not discuss, confirm or comment on potential litigation."

      A senior US trade official said that United States has pressed China to loosen its export restrictions on a number of occasions. He added that "The Chinese are very well aware of our concerns. As to what we might do at the WTO, that is a decision for Ambassador Mr Schwab."

      In its annual report on foreign trade barriers in 2008, USTR said that China has continued to restrict exports of raw materials used to make steel, semiconductors, aircraft and other products despite Beijing's pledge to eliminate all taxes and charges on exports when it joined the WTO in 2001.

      USTR said that "For example, China maintains export quotas and sometimes export duties on antimony, bauxite, coke, fluorspar, indium, magnesium carbonate, molybdenum, rare earths, silicon, talc, tin, tungsten, and zinc, all of which are of key interest to US downstream producers. These types of export restrictions can significantly distort trade by allowing Chinese producers to pay much lower prices for the raw materials than foreign producers face on the world market."
      Avatar
      schrieb am 12.09.08 16:22:30
      Beitrag Nr. 391 ()
      Antwort auf Beitrag Nr.: 35.064.765 von 4now am 11.09.08 18:07:53news zur neuen zone
      http://biz.yahoo.com/iw/080912/0433203.html
      Avatar
      schrieb am 15.09.08 19:50:17
      Beitrag Nr. 392 ()
      Antwort auf Beitrag Nr.: 35.078.895 von 4now am 12.09.08 16:22:30das problem mit den batterien ist auch im wallstreetJournal angekommen vielleicht bringt das nun die notwendige Aufmerksamkeit.
      Passt auch zum Kauf von Mountain Pass von letzter Woche.
      Vielleicht wachen die Bic Mäc Fresser endlich auf.

      U.S. Auto Makers Target
      Battery Gap With Japan
      By JOHN MURPHY
      September 15, 2008; Page B1

      The lengthening lead Japan's auto makers hold in securing supplies of advanced batteries to power the next generation of automobiles has become a rallying point for the U.S. auto industry in seeking at least $25 billion in government loans.

      Over the past decade, Japan's auto giants have been teaming up with its electronics companies, which have dominated global battery manufacturing for laptop computers, mobile phones and other products. Most Japanese battery makers -- even those allied with Japanese auto makers -- say they are willing to supply other car makers.

      But securing an adequate supply of batteries over the next few years has become a growing concern for auto makers everywhere. The U.S. industry is leery of depending too heavily on foreign battery makers allied with Japanese auto makers, for fear those suppliers would give priority to filling the orders of their Japanese partners.

      Over the past several months, a number of Japan's auto makers and its top battery makers have reached new agreements to work together on vehicle batteries. At least five battery factories are under construction in Japan, including a $115 million facility announced in May by Nissan Motor Co. and electronics giant NEC Corp.

      The flurry of deals promises to put U.S. auto makers even further behind their Japanese rivals in manufacturing capacity and technological know-how on the battery front, analysts say.

      On Friday, U.S. auto-industry leaders pressed American lawmakers for federal loans to develop homegrown technology for more fuel-efficient vehicles, such as hybrids, plug-in hybrids and electric vehicles.

      General Motors Corp. Chairman and Chief Executive Rick Wagoner, appearing on Capitol Hill, called on Congress to support advanced-battery development in the U.S., which he said lags far behind the government-supported development efforts in Japan and South Korea.

      The market for advanced automotive batteries is expected to grow to between $30 billion and $40 billion a year by 2020, compared with today's $900 million market for hybrid batteries, according to Deutsche Bank Securities Inc.

      Detroit executives say that by helping to narrow the battery-development gap, a federal-loan package would further the goal of U.S. energy security in addition to aiding the country's auto industry. The executives argue that failure to develop a competitive battery industry domestically could create a new energy dependency for the U.S. by making it reliant on foreign-made batteries, even as it seeks to reduce its dependence on imported oil.

      "Moving from imported oil to imported batteries" wouldn't address the nation's energy-security concerns, said Mark Fields, head of Ford Motor Co. operations in the Americas, speaking recently in Washington. "Bold and dramatic incentives are needed to accelerate the commercial development of high-energy power batteries right here in the U.S."

      Higher oil prices have pushed consumers to hybrids at a much faster pace than almost anyone had imagined, accelerating car makers' need for access to good batteries. Even Toyota Motor Corp., which has the largest supply, encountered a shortage this year of the batteries used to power the electric motor in its popular Prius gasoline-electric hybrid. As a result, it was forced to put some customers on three-month-long waiting lists for the Prius.

      For now, some U.S. auto makers are seeking supplies from Japanese battery makers. GM recently announced plans to buy lithium-ion batteries for 100,000 hybrids from Japan's Hitachi Ltd. Sanyo Electric Co. supplies batteries for Ford hybrids.

      But Japanese companies continue to invest in their own facilities. Nissan and partner NEC announced in May that they will build a factory that has capacity to make 65,000 lithium-ion batteries a year by 2011, as the car maker aims to become the world's largest producer of electric vehicles.

      In July, Toyota opened a battery-research center, which it plans to double in size in the next two years to include 100 scientists and support staff, to develop a supercharged battery more powerful than those now on the market. A slew of smaller companies are ramping up production of cathodes, electrodes and other essential battery-making materials.

      Unlike the U.S., Japan has made energy savings a top priority for years. While Detroit has focused on highly profitable large trucks and sport-utility vehicles in recent years, Japanese auto makers have continued to concentrate on smaller, fuel-sipping vehicles, including hybrids

      Toyota and Matsushita Electric Industrial Co. formed a joint venture in 1996 called Panasonic EV Energy to produce batteries for Toyota hybrids. With two plants running and a third under construction, the venture aims to produce enough nickel-metal-hydride batteries to power one million hybrid vehicles a year soon after 2010, more than double its plans for this year.

      In addition, the company plans to start making lithium-ion batteries, a more-powerful kind of battery that will be used in Toyota's plug-in hybrids scheduled for release late next year.

      Panasonic EV Energy runs what is currently Japan's most-advanced battery-making facility. Rising above the rice fields and rows of greenhouses in the farming town of Kosai in central Japan, the factory operates around the clock.

      Japan's GS Yuasa, a Kyoto battery maker that has teamed up with Mitsubishi Motors Corp. and Mitsubishi Corp. to make lithium-ion batteries, has been honing its battery-making expertise for two decades, creating batteries for a wide range of uses, including satellites, submarines and power tools.

      The company's production facility is a warren of sealed, air-tight rooms. Employees wear face masks, and the floors are lined with sticky mats to collect dust and other particles that could ruin a battery's performance. "Mass production of batteries is very difficult," says Ken Sawai, a manager at GS Yuasa. "There are many secrets."

      And there is ample opportunity for developers of better batteries. "Whoever can make a safe, long-life and low-cost battery will be the winner," says Khalil Amine, a battery researcher at the U.S. Department of Energy's Argonne National Laboratory.

      Those trying to do that include start-ups like A123 Systems Inc., a small company founded by a group of scientists from the Massachusetts Institute of Technology. A123 is a contender for the battery design that will power GM's planned Chevrolet Volt.

      Another battery player in the U.S. is Johnson Controls Inc., which last month was awarded an $8.2 million contract by the U.S. Department of Energy to develop lithium-ion batteries for plug-in hybrid vehicles. The company also will provide lithium-ion batteries for the Mercedes-Benz S-Class hybrid vehicle, scheduled to be on the market in early 2009.

      But much more needs to be done, says Mary Ann Wright, vice president and general manager for Johnson Controls' hybrid-battery business. She has been lobbying Washington for a national effort to establish research labs and manufacturing technology to make the U.S. a battery-manufacturing leader.

      It would be more of rebirth of an industry than one started from scratch. Key components needed in hybrid and electric vehicles -- including the battery, electric motor and specialized electronics -- were originally developed in the U.S., Ms. Wright says. Now nearly all of them come from Asia.

      "It's our punishment for inventing this stuff and allowing manufacturing to go somewhere else," she says.

      --Joseph White, Akane Ichikawa, Miho Inada and Corey Boles contributed to this article.

      Write to John Murphy at john.murphy@wsj.com
      Avatar
      schrieb am 15.09.08 21:02:28
      Beitrag Nr. 393 ()
      Antwort auf Beitrag Nr.: 35.117.616 von 4now am 15.09.08 19:50:17Indeed, batteries have become a key pivot point in the EV investment market. In 2007, HEVs were sold along with $484 million worth of batteries. Nickel metal hydride (NiMH) batteries enjoyed a 99 percent market share of EV batteries. Plug-in hybrid electric PHEVs and pure EVs will join the growing electric vehicle market in 2010. According to projections by Lux Research's Alternative Power and Energy Storage Intelligence Service, the entire EV battery market will reach $3.8 billion by 2012. Li-ion will account for 46 percent of all EV batteries, Luz predicted.

      But Yung Wu, senior analyst for Lux sees risk in battery investment. Li-ion batteries for electric vehicles won't hit the market in a big way for three more years, said Wu. He added that the need to hold out until the market reaches its potential means “many companies will come to grief.”
      http://www.thecuttingedgenews.com/index.php?article=769" target="_blank" rel="nofollow ugc noopener">
      http://www.thecuttingedgenews.com/index.php?article=769
      Avatar
      schrieb am 16.09.08 18:25:45
      Beitrag Nr. 394 ()
      Antwort auf Beitrag Nr.: 35.118.681 von 4now am 15.09.08 21:02:28http://www.inform.kz/showarticle3.php?lang=eng&id=169967
      Avatar
      schrieb am 17.09.08 00:03:07
      Beitrag Nr. 395 ()
      Antwort auf Beitrag Nr.: 35.134.421 von 4now am 16.09.08 18:25:45"Toyota is making quite an effort to build a lithium-ion battery ... but simply giving up nickel metal hydride batteries seems like a bad idea," Kikuchi said.
      http://www.msnbc.msn.com/id/26739833/
      Avatar
      schrieb am 18.09.08 23:39:26
      Beitrag Nr. 396 ()
      Antwort auf Beitrag Nr.: 35.139.784 von 4now am 17.09.08 00:03:07Toyota und Kasakhstan ?
      A rare earth metals department would also be set up to support new factories for quartz optical electronics, which could produce solar-grade silicon. With the support of Toyota and Marubeni as well as Toshiba, the range of rare earth products could be expanded to include solar cells, batteries, semiconductors, magnets, components for hybrid cars and medical products. Ultimately, a high-tech export business worth $1 billion per year could be developed based on materials that KazAtomProm currently throws away, Dzhakishev said.
      However, certain treaties must be signed before these business deals can be put into action with Japanese firms,...

      http://www.yournuclearnews.com/news_item.php?newsID=10722
      Avatar
      schrieb am 18.09.08 23:41:13
      Beitrag Nr. 397 ()
      Antwort auf Beitrag Nr.: 35.139.784 von 4now am 17.09.08 00:03:07Noch interessanter es geht um das Investment von Goldman Sachs
      in Mountain Pass
      http://www.resourceinvestor.com/pebble.asp?relid=46285
      Avatar
      schrieb am 19.09.08 17:49:04
      Beitrag Nr. 398 ()
      Antwort auf Beitrag Nr.: 35.177.923 von 4now am 18.09.08 23:41:13überschrift auf metalpages von heute
      Baotou rare earth smelters suspend production
      Avatar
      schrieb am 22.09.08 23:14:50
      Beitrag Nr. 399 ()
      Antwort auf Beitrag Nr.: 35.190.538 von 4now am 19.09.08 17:49:04heut gibts die ersten zeichen für die wende bei praseodymium und neodymium. Ist zwar nicht verwunderlich aber manche haben bestimmt schon gezweifelt.
      Überschrift auf metal-pages
      Pr-Nd shows signs of increasing in China
      Avatar
      schrieb am 23.09.08 00:32:05
      Beitrag Nr. 400 ()
      Antwort auf Beitrag Nr.: 35.225.236 von 4now am 22.09.08 23:14:50cooles ding wenns auch in produktion geht
      http://www.physorg.com/news140700953.html
      selbstverständlich sind die Magnete Rare Earth ;-)
      siehe letzte Seite des detailierten Berichtes dazu
      http://pubs.acs.org/cgi-bin/sample.cgi/enfuem/2008/22/i05/pd…
      Avatar
      schrieb am 01.10.08 00:07:56
      Beitrag Nr. 401 ()
      Antwort auf Beitrag Nr.: 35.225.893 von 4now am 23.09.08 00:32:05China Exporting Rare Earth Metals for Less Than the Price of Pork Central News Agency Sep 29, 2008 Share: Facebook Digg del.icio.us StumbleUpon
      Related articles: Business > Economy & Trade
      Rare earth metals are a resource that is used to make a variety of products some of which are related to national security and national defense. China is the world’s largest source and exporter of rare earth metals. With fierce competition between mining companies for the mineral market, the mineral ores are sometimes sold at prices lower than the price of pork.

      According to the Heilongjiang Morning Post, China set up a team for controlling rare earth metal resources in 1975 and this department is still in operation. In 1991, rare earth metals were listed as protected minerals. To protect rare earth metals, China established policies and organizations to oversee the related industries. Even China’s oil resources are not protected in this way. However, the rare earth industry in China has not developed refining processes but has remained as a seller of raw mineral ores for decades.

      Ten years ago, China’s accessible rare earth metals accounted for 80 percent of the world supply, but the amount is down to 52 percent now. If the current production methods are not changed, China may experience a severe shortage of rare earth metals within 20 to 50 years.

      The report said that China’s rare earth metals are mainly sold to Japan, South Korea, and the United States. At present, cerium oxide of 99.9 percent purity is sold for 18 yuan (approximately $US 2.64) per kilogram. It is even cheaper than the price of pork in China, as the meat price can increase substantially during certain festival times.

      The report said that China is number one in the world for resources and production of rare earth metals. China has 70 percent of the world’s rare earth metals and produces 80 to 90 percent of the world supply. Sixty to seventy percent of rare earth metals are exported to other countries.

      The report pointed out that rare earth metals are called the “vitamin of industry.” They have excellent physical properties that can produce a variety of new materials. The most notable feature is that they enhance the qualities and functions of other products; for example, in alloys of aluminum, magnesium, and titanium.
      http://en.epochtimes.com/n2/business/rare-earth-metals-expor…
      Avatar
      schrieb am 09.10.08 21:09:01
      Beitrag Nr. 402 ()
      Avatar
      schrieb am 10.10.08 09:32:49
      Beitrag Nr. 403 ()
      Antwort auf Beitrag Nr.: 35.502.432 von pisa am 09.10.08 21:09:01ich hab nicht verkauft und werds auch nicht,...
      erwarte PEAR zu Hoidas und update zu Utah Deposit + Finanzierung
      in den nächsten Wochen.
      20Mill Cad Umsatz bei der LCM (Tochter) und 4 Deposits können nicht Null Wert sein.
      +gruß 4now

      leider gibts derzeit auch keine Rare Earth News außer daß sich die
      Preise in China wieder erholen laut Metal-Pages.
      Avatar
      schrieb am 13.10.08 13:43:20
      Beitrag Nr. 404 ()
      Antwort auf Beitrag Nr.: 35.510.880 von 4now am 10.10.08 09:32:49bei lynas sieht man heute auch daß sich die preise wieder zu erholen beginnen.
      von ca. 12,48 auf 12,81 insgesamt hat der Gesamtpreis der REE also vom Höchst bei ca. 15 nicht allzuviel nachgegeben. Und daß nach der verdreifachung seit 2005. Dürften nicht viele Rohstoffe sein die sich in der letzten Zeit so gehalten haben.
      http://www.lynascorp.com/page.asp?category_id=1&page_id=25
      Metalpages
      10 Oct Eu continues to firm
      13 oct Dy firming up
      13 Oct Lanthanum steady
      Asianmetal
      13 Oct Erbium oxide market quiet
      13 Oct Dysprosium oxide price may go up further?

      Sobald Neodymium und Praseodymium wieder hochgehen gibts neue Highs. jedenfalls wird aufgrund dieser Preiskorrektur kein Explorer scheitern.
      Avatar
      schrieb am 13.10.08 15:27:15
      Beitrag Nr. 405 ()
      Antwort auf Beitrag Nr.: 35.547.868 von 4now am 13.10.08 13:43:20Der Ausbau der Straße wäre für GWG ideal.
      Von Stony Rapids starten die meisten Touren zum Hoidas Lake.
      Da im Artikel auch die Rare Earth ressourcen angesprochen werden passt das auch recht gut zusammen




      Northern Sask infrastructure needs assessed
      10/10/2008

      Just how bad is the state of Canada's highway and port system?
      Still better than most developed nations
      Drivable. But slowly deteriorating
      A major problem that needs to be addressed immediately

      MEADOW LAKE, Sask. -- Saskatchewan Highways and Infrastructure Minister Wayne Elhard recently completed a three-day tour of northern Saskatchewan as part of an infrastructure assessment to determine future planning needs.

      Elhard said the 2,600-km tour also took into consideration the social factors related to the economic development of the north.

      "There are plentiful resources in the North related to oil, uranium, rare earth minerals, gold and other commodities," Elhard said. "We recognize the importance that improved road networks play in developing and expanding our province's resource-based industries."

      The minister arrived in Meadow Lake by plane and toured local industries before driving to La Loche along Highways 903, 905 and 155. While in the region, he had an opportunity to view recent upgrades to the Garson Lake Road, where discussions continue with Alberta to create an all-weather northern access route connecting the two provinces.

      "Monday, the tour continued 200 km south by truck over a bladed trail from Stony Rapids to Points North," Elhard said. "Discussions are underway to turn this rugged route into an all-season gravel road to support extensive mineral exploration in the region."
      From Points North, Minister Elhard flew over the proposed location for the new Wollaston Lake Road, a 102 km all-weather road between Highway 905 and the communities of Wollaston Lake and the Hatchet Lake First Nation. These communities are currently served by a summer barge and a winter ice road.

      The tour continued along Highways 102 and 2 to compare construction methods used to build the 1970s access road into Stanley Mission, and the recently-completed access road into Montreal Lake.

      "We are currently investing $37 million in northern infrastructure this fiscal year, from resurfacing projects on Highways 106 and 155, to other grading, repair and maintenance projects, to ongoing operations of our northern airports and barges,” said Elhard. “This trip has given me the kind of background necessary to plan for additional strategic investments in the north."
      Avatar
      schrieb am 17.10.08 01:33:02
      Beitrag Nr. 406 ()
      Avatar
      schrieb am 18.10.08 18:40:51
      Beitrag Nr. 407 ()
      Antwort auf Beitrag Nr.: 35.598.556 von 4now am 17.10.08 01:33:02message vom chef
      http://www.youtube.com/watch?v=myEbBnxiRbg
      Avatar
      schrieb am 20.10.08 14:45:30
      Beitrag Nr. 408 ()
      Antwort auf Beitrag Nr.: 35.615.190 von 4now am 18.10.08 18:40:51
      Great Western to raise $1.5-million for exploration


      2008-10-20 06:12 ET - News Release

      Mr. Jim Engdahl reports

      GREAT WESTERN MINERALS GROUP ANNOUNCES PRIVATE PLACEMENT

      Great Western Minerals Group Ltd. has arranged a non-brokered private placement financing of up to 15 million units at a price of 10 cents per unit, for total proceeds of up to $1.5-million subject to regulatory approval.

      Each unit consists of either:


      One flow-through common share of the company;
      One non-flow-through common share of the company plus one-half share purchase warrant. Each full share purchase warrant will be exercisable into one non-flow-through common share of the company, at a price of 20 cents per share.

      The shares issued under this private placement will be subject to a four-month hold period under applicable Canadian securities legislation. The company plans to use the proceeds for exploration and development of the company's properties and for general corporate expenses. The flow-through expenses will constitute Canadian exploration expenses (as defined in the Income Tax Act) and such expenses will be renounced for the 2008 taxation year.

      This placement is expected to close on Oct. 31, 2008, or sooner at the discretion of the company. A cash finder's fee of 6 per cent will be paid to accredited agents.

      It is anticipated that certain officers, directors or insiders of the company may subscribe for a portion of the private placement. That portion of the private placement that is sold to insiders may be classified as a related-party transaction, as defined in TSX Venture Exchange Policy 5.9. The company anticipates that it will be able to rely upon exemptions to the shareholder approval and valuation requirements imposed by TSX-V policies in respect of related-party transactions.

      Jim Engdahl, president and chief executive officer of Great Western Minerals Group, said: "These are, no doubt, challenging times for the global economies and for the junior resource markets. However, we are determined to move forward our flagship assets such as Hoidas Lake, our Deep Sands project in Utah and our value-added facilities as we implement our 'mine-to-market' strategy. This financing will provide some of those additional funds needed to get us through these uncertain financial times until the markets stabilize. We have several important initiatives under way and we would like to maintain our momentum for advancing these projects. Any project expenditures that will not move us forward in a cost-effective and fiscally prudent manner will be suspended until better financial times."
      Avatar
      schrieb am 05.11.08 00:12:12
      Beitrag Nr. 409 ()
      Antwort auf Beitrag Nr.: 35.630.785 von 4now am 20.10.08 14:45:30A recent news snippet about the Japanese chemical group Showa Denko (Bloomberg Ticker - SHWDF:US) was of particular interest on two counts. Not only did it state that the company had set up a joint venture to extract dysprosium in Vietnam, but also that it was doing so because it wanted to secure a "stable supply" of rare earth magnetic materials as, currently, it relies on China - where, indeed, it currently has two subsidiaries (Baotou and Ganzhou).

      http://www.istockanalyst.com/article/viewarticle+articleid_2…
      Avatar
      schrieb am 06.11.08 21:10:55
      Beitrag Nr. 410 ()
      Antwort auf Beitrag Nr.: 35.831.628 von 4now am 05.11.08 00:12:12November 5, 2008

      GREAT WESTERN MINERALS CLOSES PRIVATE PLACEMENT FINANCING
      November 5, 2008 – Saskatoon, Saskatchewan – Great Western Minerals Group Ltd. ("GWMG" or the "Company") is pleased to announce that it has closed its previously announced non-brokered private placement financing for Flow-Through and Non-Flow-Through Units.

      The Company issued a total of 8,752,101 shares at price of $0.09 and 213,595 warrants, exercisable at $0.20 until 31 October 2010. Aggregate gross proceeds from this financing were $787,689. Total commissions of $32,880 were paid, resulting in net proceeds of $754,809.

      The proceeds of this financing will be used for exploration and development of the Company’s properties and for general corporate expenses. The Flow-Through expenses will constitute Canadian Exploration Expenses (as defined in the Income Tax Act) and such expenses will be renounced for the 2008 taxation year. The shares issued under this private placement will be subject to a four month hold period under applicable Canadian securities legislation.

      Jim Engdahl, President and CEO of Great Western Minerals Group, says “We thank all of those who supported this financing, including new and existing shareholders, management, employees and directors of Great Western Minerals Group. With this financing, we will maintain our momentum on key activities and continue to move forward with our plans.”

      Jim Engdahl.
      President
      Avatar
      schrieb am 08.11.08 00:41:02
      Beitrag Nr. 411 ()
      Avatar
      schrieb am 08.11.08 00:49:18
      Beitrag Nr. 412 ()
      Antwort auf Beitrag Nr.: 35.878.155 von 4now am 08.11.08 00:41:02The company recorded revenues of C$19.1m for the year ended 30 June 2008, based on sales of 430 tonnes of rare earth alloys. The LCM plant has a capacity of 1,100 tonnes per annum.

      das heißt pro tonne RE Alloys haben sie einen Umsatz von 44418 CAD
      pro kg von 44,42CAD
      Avatar
      schrieb am 13.11.08 00:27:06
      Beitrag Nr. 413 ()
      Antwort auf Beitrag Nr.: 35.878.208 von 4now am 08.11.08 00:49:18When Will The Chinese Economic Agenda Be Noticed In Washington? (Part I)
      By Jack Lifton
      12 Nov 2008 at 12:01 PM GMT-05:00

      I've been writing for some time in Resource Investor (RI) on my concern about a hidden U.S. dependence. Currently, oil has masked the equally as serious (if not more so) growing and now near total dependence on other imported critical raw-materials and direct sources of raw materials, e.g. minor metals and industrial minerals.


      --------------------------------------------------------------------------------

      In particular I have been stressing the theme on RI, for the last three years, that the oft-voiced concern of our national lawmakers with regard to our growing dependence on imported oil as our principal source of fuel for our motor vehicles seems to generate no concern among them at all. Now there’s an even deeper dependence by America on imported critical and strategic metals and minerals that underpin our high tech industries.

      It’s particularly incredible that Congress doesn’t even seem to care, or basically understand, that in order to break our dependence on imported oil, and take the next step demanded by environmentalists—the end of the use of hydrocarbons as fuel altogether—we must complete the development of both the electrification of our cars and trucks. And there must be a simultaneous change over—as much as possible—of our electric power generation from today’s dependence on coal, oil, and gas to wind, solar, geothermal, and nuclear.

      I do not necessarily agree with this cobbled together agenda with its unclear choices, paths, and consequences. But it is the agenda of our elitist ruling classes for whom Washington has become a tool albeit hardly an sharp (intelligent) one.

      An excellent example of the immediacy of America’s dependence and our vulnerability to manipulation is the recent Chinese action on the mineral, fluorspar. This Chinese action was discussed on November 11, 2008, in RI by Charlotte Mathews. She pointed out that:

      “In recent years China has been attempting to grow its local industries and has imposed export quotas on a number of industrial minerals. Whereas five years ago it exported about a million tons of acid-grade fluorspar a year, this year it would export only 500,000 tonnes and it could reduce further next year…Acid-grade fluorspar is used mainly to make refrigerant gases and there is no practical substitute. Another third of the market is aluminium producers, which need aluminium trifluoride to reduce temperatures in smelters.

      The remainder is used in uranium enrichment and lithium batteries.”

      The total annual world production for this very important industrial mineral—calcium fluoride or fluorspar—is stated by the USGS to be 5.3 million tonnes. Of that, China produced half and the U.S. produced none in 2007.

      Now look at the following chart from the USGS Mineral Yearbook for 2007.



      Take a moment to peruse the left column of the table. Note in the 100% dependence already in place in 2007 are bauxite, the ore of aluminum, and fluorspar. Note also way down the last that the U.S. only imports 26% of its aluminium needs. If fluorspar is necessary for processing bauxite to produce aluminium and if our imports of fluorspar from China and countries over which it has control economically or otherwise are reduced then either America’s dependence on imported aluminum goes up or the cost of producing aluminium in America goes up. Either result will advance the agenda of foreign producers of aluminium, such as China and Russia, which is, of course, it’s a free market isn’t it, to increase the dependence of America on imported aluminium. And fluorspar also sees end use in steelmaking (a slag formation agent), water fluoridation (a dental caries preventive) the manufacture of hydrofluoric acid.

      So far, in the 21st century China, by itself, has managed to gain control of the global tungsten and magnesium markets quietly and efficiently by simply pricing foreign (to China) producers out of their own domestic and export markets. Then, after the non-Chinese producers closed and/or went bankrupt, Chinese producers would again raise the prices back to where they could make a profit without raising them high enough to trigger a restart of foreign production. China’s central planners of its economy knew full well that strategic self interest in the free-market economies would never trump the economics of greed exemplified by the Wharton School mantra, “Why should I produce it when I can buy it more cheaply elsewhere.” North American banks do not finance production of even critical raw materials—those without which an industry cannot operate—domestically if a foreign lower priced source is available. This despite how high the country risk—the possibility that political action in the producer country will curtail exports—where the material is produced. The attitude of bankers and institutional investors is that if the stuff is so important the government will intervene to subsidize its production, won’t it?

      Now take a look again at the chart above and take notice of the fact that for any metal or mineral for which the U.S. is 100% dependent on foreign sources for its needs there is no European source that is not merely a refiner of ores from non European countries. The USGS identifies the point of origin rather than the country-source of the mined mineral or metal. Rare earths, for example, are listed as coming from China , France, Japan, and Russia. The fact is that 97% + of the rare earths are mined in China; the balance come from Russia and India. The French company, Rhodia, and many Japanese companies process rare earth concentrates into end-use products and forms. But not a single gram of rare earths is mined, or is known to exist, in either France or Japan. The rare earth grab by China in the 1990s was, in fact, the first test of the system of predatory pricing by China. It worked. It worked well; and it continues to work today. As we say in the West “If it ain’t broke don’t fix it.” Rhodia and the Japanese companies, such as Asahi Chemical, jealously guard their proprietary processes for refining rare earth metals. They know that Chinese industry is constantly looking for technology without having to bother to pay for its development in either time or money, so they can continue to employ predatory pricing where they have competition.

      World economic agendas have been set and led by the U.S. ever since the end of the Second World War. China is fighting to create a new reality in which there is a question of whether or not the U.S. should continue to lead.

      No one in Euphoria , D.C. has noticed the new agenda paradigm being promoted by China, but the E.U. has, and I will discuss their unusual reaction to dependence on foreign sources of critical raw materials next.
      Avatar
      schrieb am 14.11.08 15:33:48
      Beitrag Nr. 414 ()
      Antwort auf Beitrag Nr.: 35.932.931 von 4now am 13.11.08 00:27:06http://www.gwmg.ca/media/videos/18
      Avatar
      schrieb am 17.11.08 20:02:05
      Beitrag Nr. 415 ()
      Antwort auf Beitrag Nr.: 35.948.062 von 4now am 14.11.08 15:33:48http://www.gwmg.ca/pdf/2008-nov-17-integrated-rare-earths-pr…

      interessante Präsentation von der aktuellen HK Konferenz
      Avatar
      schrieb am 21.11.08 21:06:51
      Beitrag Nr. 416 ()
      Antwort auf Beitrag Nr.: 35.980.945 von 4now am 17.11.08 20:02:05http://www.gwmg.ca/pdf/2008-nov-19-objective-capital-gwmg.pd…
      Avatar
      schrieb am 27.11.08 08:02:28
      Beitrag Nr. 417 ()
      Antwort auf Beitrag Nr.: 36.038.536 von 4now am 21.11.08 21:06:51Man stelle sich nur vor wenn USA auf Green economy umstellen würden...

      Zuvor hatte bereits das "Wall Street Journal" gemeldet, dass Volcker zu Obamas Chefberater bei der Reform der Finanzmärkte werden soll.

      Volcker war von 1979 bis 1987 Chef der Fed und machte sich als Krisenmanager einen Namen. Er bekam die damals hohe Inflation unter Kontrolle und sorgte für eine Wiederbelebung der Wirtschaft. Zuletzt hatte Volcker mit heftiger Kritik an der Umweltpolitik von Präsident George W. Bush für Aufsehen gesorgt. Das Argument, Maßnahmen zur Reduzierung von Treibhausgasen schadeten der Wirtschaft, bezeichnete er dabei als "fundamental falsch".
      Avatar
      schrieb am 28.11.08 23:39:21
      Beitrag Nr. 418 ()
      Antwort auf Beitrag Nr.: 36.086.006 von 4now am 27.11.08 08:02:28ein deposit weniger ?
      http://www.proactiveinvestors.com.au/companies/news/468/gree…
      Avatar
      schrieb am 03.12.08 21:06:30
      Beitrag Nr. 419 ()
      Antwort auf Beitrag Nr.: 36.110.204 von 4now am 28.11.08 23:39:21Toyota Tsusho Corp (8015.TSE), a trading house affiliated to the Toyota Motor Corp., is set to import rare-earth metals from India and Vietnam, a move that will give the auto giant independent sources of these key materials for the production of its hybrid cars.


      Currently, Toyota sources 90 percent of its requirement of rare-earth elements from China, but following stricter export restrictions in the mainland, the car maker is looking elsewhere.


      Toyota Tsusho has acquired Tokyo-based trading house, Wako Bussan Co., for 500 million yen. Wako Bussan Co. owns the right to purchase rare-earth elements from India's state-run Indian Rare Earths Ltd. Toyota Tsusho is planning to send its engineers to India to share mining techniques and develop human resource.


      The trading house has also struck a deal with the Vietnamese state-run mining agency to jointly develop the Dong Pao deposits, northwest of Hanoi, for mining rare-earth elements.


      While the yield of rare-earth elements from Vietnamese deposit is expected to be 5000 tons annually starting in 2011, Toyota will begin importing 4000 tons of the elements annually from 2010.


      Demand for rare-earth elements is increasing because they form an essential component in motor of hybrid cars and are also used in hard disk drives and mobile phones.
      Avatar
      schrieb am 09.12.08 08:15:34
      Beitrag Nr. 420 ()
      Antwort auf Beitrag Nr.: 36.142.721 von 4now am 03.12.08 21:06:30so wie australien und kaliforniern steigt die EU aus der Glühlampenverwendung aus. Das ist gut für die REE in den Energiesparenden Leuchten.
      Avatar
      schrieb am 10.12.08 00:19:26
      Beitrag Nr. 421 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17wieder eini KE
      Dec 09, 2008 17:11 ETGreat Western Minerals Announces Private Placement With MineralFields
      SASKATOON, SASKATCHEWAN--(Marketwire - Dec. 9, 2008) -

      NOT FOR DISTRIBUTION IN THE UNITED STATES OR OVER UNITED STATES WIRE DISTRIBUTION SERVICES

      Great Western Minerals Group Ltd. (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) ("GWMG" or the "Company") is pleased to announce a non-brokered private placement financing of up to 8,333,333 Units at a price of $0.06 per unit, for total proceeds of up to C$500,000 subject to regulatory approval.

      Each Unit consists of one flow-through common share of the Company plus one-half share purchase warrant. Each full share purchase warrant will be exercisable into one non-flow-through common share of the Company, at a price of C$0.20 per share.

      The shares issued under this private placement will be subject to a four month hold period under applicable Canadian securities legislation. The Company plans to use the proceeds for exploration and development of its Canadian properties. The flow-through expenses will constitute Canadian Exploration Expenses (as defined in the Income Tax Act) and such expenses will be renounced for the 2008 taxation year.

      This placement is expected to close on or about December 15, 2008, or sooner at the discretion of the Company.

      About MineralFields, Pathway and First Canadian Securities ®

      MineralFields Group (a division of Pathway Asset Management), based in Toronto and Vancouver, is a mining fund with significant assets under administration that offers its tax-advantaged super flow-through limited partnerships to investors throughout Canada as well as hard-dollar resource limited partnerships to investors throughout the world. Pathway Asset Management also specializes in the manufacturing and distribution of structured products and mutual funds (including the Pathway Multi Series Funds Inc. corporate-class mutual fund series). Information about MineralFields Group is available at www.mineralfields.com. First Canadian Securities ® is active in leading resource financings (both flow-through and hard dollar PIPE financings) on competitive, effective and service-friendly terms, and offers investment banking, mergers and acquisitions, and mining industry consulting, services to resource companies. MineralFields and Pathway have financed several hundred mining and oil and gas exploration companies to date through First Canadian Securities ®.

      About Great Western Minerals Group Ltd.

      Great Western Minerals Group Ltd. is a Canadian-based company exploring for, and developing, strategic metal resources in North America. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Limited located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Cautionary Statement on Forward-Looking Information: The statements made in this News Release may contain certain forward-looking statements. Actual events or results may differ from the Company's expectations. Certain risk factors may also affect the actual results achieved by the Company.

      This news release shall not constitute an offer to sell or the solicitation of any offer to buy, nor shall there be any sale of these securities in any jurisdiction in which such offer, solicitation or sale would be unlawful. The shares offered will not be and have not been registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act") and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the U.S. Securities Act and applicable state securities laws.

      CUSIP: 39141Y 10 3


      The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
      Avatar
      schrieb am 10.12.08 00:26:12
      Beitrag Nr. 422 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17neue anwendung
      http://www.grcblog.com/?p=392

      und zusammenhang förderung für US Autoproduzenten und rare Earth
      http://www.thecuttingedgenews.com/index.php?article=973&page…

      It goes without saying that hybrids, plug-in hybrids, and pure electric vehicles are part of the solution, and the industry is genuinely committed to making them in growing numbers. But this is not enough. Much of the battery manufacturing chain essential for mass production of such cars, including 95 percent of the rare earth elements and other battery raw materials, is in Asia and therefore out of Detroit's control no matter how much money is thrown at it.
      Avatar
      schrieb am 06.01.09 22:15:06
      Beitrag Nr. 423 ()
      Antwort auf Beitrag Nr.: 35.948.062 von 4now am 14.11.08 15:33:48Rare earth weekly roundup — Pr-Nd market starts to turn around

      = Nette Überschrift auf Metal-pages.com

      Die Weihnachtsmail von GWG liest sich auch recht optimistisch

      Dear Friends of Great Western Minerals Group



      This past year was no doubt a challenging one with the global financial crises and subsequent collapse in the commodities markets. GWMG, like other small cap companies, was not immune to this downturn. However, we remain in a unique position, with increasing demand for REE and very few companies in the world with the potential to meet that growing demand.



      In spite of the global financial difficulties, we are pleased with the progress we have made on all fronts. We’ve moved ahead on our exploration projects and we’ve developed new customer relationships for our value-added production facilities through our acquisition of LCM. The fundamentals continue to work in our favor and we remain excited about the potential for the Company. To that end, we will continue to move forward to implement our unique strategy to become a vertically integrated developer and producer of rare earth projects. We are very optimistic about the future of Great Western Minerals Group in the coming year!



      We appreciate the patience and support that our shareholders, employees, contractors, and other friends have offered to us during the year.



      All of us at Great Western Minerals Group, Great Western Technologies Inc, and Less Common Metals Ltd wish you and your families a Joyous Holiday Season and a Healthy, Happy, and Prosperous 2009... May all of your surprises be pleasant ones…



      Jim Engdahl

      President
      Avatar
      schrieb am 08.01.09 20:53:35
      Beitrag Nr. 424 ()
      Antwort auf Beitrag Nr.: 36.319.851 von 4now am 06.01.09 22:15:06Great Western Minerals Enters Agreement to Acquire Heavy Rare Earth Element Enriched Property in New Brunswick
      Thursday January 8, 2009, 2:35 pm EST
      (MARKET WIRE)--Jan 8, 2009 -- Great Western Minerals Group Ltd. ("GWMG" or the "Company") (CDNX:GWG.V - News) (Other OTC:GMWGF.PK - News) is pleased to announce that it has entered into an option agreement with a third party to acquire a 100% working interest in a Rare Earth Elements property (the "Benjamin River Property") in the Province of New Brunswick, approximately 53 km east-northeast of the city of Bathurst. The agreement is subject to regulatory approval.

      This property is located in a mining-friendly jurisdiction, with excellent infrastructure nearby. The major highway is approximately 5 km away with a railroad within 10 km, ports within 50 km, and power lines to the local smelters are also within 50 km.

      The Benjamin River Property covers 55 claims totaling 880 hectares (ha) and hosts an apatite-diopside-magnetite vein that has been traced on surface for 800 metres along strike, with an apparent width of up to 50 metres. As part of the agreement, GWMG has staked an additional 436 claims (approximately 9500 ha).

      Grab samples of the vein material taken by GWMG range in assay from 0.6% Total Rare Earth Oxide ("TREO") to 1.0% TREO with very low values for potentially deleterious uranium and thorium. While the overall TREO grade appears low compared to some other deposits, the proportion of heavy rare earth oxides (europium through lutetium) is high at over 11%, including a dysprosium content of over 3% of the total rare earth oxide content. Dysprosium is a critical element in the high-temperature magnets used in hybrid vehicle electric motors. In a typical "light" rare earth deposit dysprosium is usually present by proportion at 0.3% or less.

      Adding to the potential economics of the Benjamin River Property is a phosphate content of up to 18% and an iron oxide (Fe2O3) content as high as 39%. The fact that the property is located near water, roads, rail and power make large tonnage by-product production plausible.

      Under the terms of the agreement, GWMG will pay to the vendor an amount of $5,000 plus 100,000 shares of GWMG on signing; $10,000 plus 50,000 shares on the first anniversary, $30,000 on the second anniversary; $50,000 on the third anniversary; $100,000 on the fourth anniversary, with a final payment of $300,000 on the fifth anniversary date. Upon completion of the prescribed payments, GWMG will own 100% of the property, subject to a 2% NSR payable to the vendor.

      Over the course of the next year GWMG plans to carry out airborne and ground geophysics, ground geochemistry, surface mapping and sampling, and diamond drilling to evaluate the property.

      Jim Engdahl, President and CEO of Great Western Minerals Group said "Because of what we see as a potential shortfall in critical rare earth elements for permanent magnets, GWMG is expanding its project portfolio to include new projects enriched in those elements. Benjamin River is a great acquisition prospect for us. The initial assessment indicates a high proportion of heavy rare earths, along with relatively high phosphate content. With infrastructure and services nearby, we see great potential for further development".
      Avatar
      schrieb am 09.01.09 17:47:44
      Beitrag Nr. 425 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17die chinesen reduzieren die Rare earth exportquote weiter massiv

      das wird trotz krise dazu führen daß die nicht mit china verknüpften firmen bald ohne RE dastehen.

      the Chinese Ministry of Commerce has reduced the amount of rare earths that can be exported for the first half of 2009 by 34% to 15,043. Based on lower second half quotas, historically, the total 2009 quota is expected to be less than 30,000 tonnes as China continues to protect its mineral resource exports. This represents a 25% decrease in total quota tonnage compared to the annualised 2008 figure.
      http://www.proactiveinvestors.com.au/companies/news/626/lyna…

      zusätzlich wird am Plan strategische RE Reserven in China aufzubauen festgehalten. Dies saugt Angebot ab und hält die Preise stabil.

      http://www.forbes.com/afxnewslimited/feeds/afx/2009/01/07/af…

      auf metal pages gibts auch die Überschrift:

      Ganzhou to stockpile rare earths
      Avatar
      schrieb am 11.01.09 13:22:50
      Beitrag Nr. 426 ()
      Antwort auf Beitrag Nr.: 36.343.831 von 4now am 09.01.09 17:47:44Lithium wird weiter nur Nebenprodukt sein.
      http://gas2.org/2009/01/10/toyota-confirms-plug-in-prius-in-…

      the company sees conventional non-plug-in hybrid electric vehicles, like the current Prius, as their core long-term powertrain technology.

      und das mit konventionell NiMH gemeint ist lese ich aus

      Toyota says that the new generation Prius was engineered to be able to accommodate either a NiMH battery for the conventional gas-electric hybrid or a lithium-ion battery for the plug-in version.

      Lithium ist für die Steckdosenautos geplant.

      Die Rare Earth Anwendung wird also der größere Teil neben der Lithium Anwendung sein.


      Interessant ist aber das Daimler zusammen mit Evonik (frühere Degussa) Lithiumbatterien in Großserie produzieren will.
      Und als Konkurrent von Bosch auftreten möchte. Partner sollte Conti sein die sollen aber Geldprobleme haben.
      Ich traue Daimler zu daß sie das auf die Reihe bekommen.
      http://corporate.evonik.de/de/press/press-releases/2008/0812…
      Avatar
      schrieb am 11.01.09 16:16:24
      Beitrag Nr. 427 ()
      Antwort auf Beitrag Nr.: 36.350.360 von 4now am 11.01.09 13:22:50
      Avatar
      schrieb am 13.01.09 13:41:47
      Beitrag Nr. 428 ()
      Press Release Source: Great Western Minerals Group Ltd.
      Great Western Minerals Signs Option Agreement to Recommission Rare Earth Mine in South Africa

      * Tuesday January 13, 2009, 7:00 am EST

      * Yahoo! Buzz
      * Print

      SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Jan 13, 2009 -- Great Western Minerals Group Ltd. ("GWMG" or the "Company") (CDNX:GWG.V - News) (Other OTC:GMWGF.PK - News) is pleased to announce that it has entered into an option agreement with Rare Earth Extraction Co. Ltd. ("Rareco") of Stellenbosch, South Africa, to refurbish, re-commission, and operate the currently abandoned Steenkampskraal underground mine in the Western Cape, South Africa. In addition, GWMG can acquire exclusive access to 100% of the rare earth elements mined there.

      Under the terms of the agreement, GWMG has agreed to pay Rareco an amount of ZAR 1 Million (approximately C$125,000) for this option, payable in two tranches. The first payment of ZAR 500,000 was paid on signing the agreement.

      The second payment of ZAR 500,000 will be made upon delivery, by Rareco, to GWMG, of an updated feasibility study and the receipt of confirmation that the application for conversion of its current Old Order Mining Right to a new mining license has been accepted by the South African Department of Mineral and Energy Affairs (the "confirmation of acceptance"). The updated feasibility study is expected to be completed by 31 March 2009 and receipt of the confirmation of acceptance is expected by 30 June 2009.

      Subject to approval by GWMG of the updated feasibility study, the confirmation of acceptance, and other due diligence information to be provided by Rareco, GWMG and Rareco will negotiate a Supply Agreement under which 100% of the rare earth ore mined and processed will be made available, by Rareco, to GWMG, for a ten-year period, after which a new Supply Agreement can be negotiated.

      The framework of the Supply Agreement will also include the introduction of a mutually acceptable Historically Disadvantaged South African ("HDSA") partner into the ownership structure of the mining operation. A suitable HDSA partner is required for the conversion to a new mining license. Rareco is currently in negotiations with a major mine operator in South Africa that would qualify as an HDSA partner satisfying that part of converting to a new mining licence, while at the same time bringing considerable mining expertise to the project. GWMG's participation in the project may take the form of either equity or debt, or a combination of the two.

      The Steenkampskraal property is located approximately 70 km north of the town of Vanrhynsdorp, population 4,000, in the Western Cape Province of South Africa and is approximately 350 km north and west of Cape Town. Infrastructure is excellent, with access to the site by paved and gravel roads and close proximity to rail and sea-port; the governments are pro-development, and there is technical expertise available as well as a trainable work force.

      The existing Steenkampskraal Mining Licence covers 474 hectares. The main rare earth-bearing mineral is monazite and is hosted by an igneous intrusive dyke system. The mineral deposit is tabular in shape with a known strike length of 400m and has been traced down dip for 250m. Thickness ranges from 0.3m to 4.0m and the average in-situ grade is 16.74% total rare earth oxide ("TREO"), making it one of the highest grade rare earth deposits known to exist. The deposit also contains significant amounts of copper, gold and phosphate which could be recovered as by-products. Very little exploration work has been done on the property and the deposit remains open along strike and at depth.

      The Steenkampskraal mine originally operated through a subsidiary company of Anglo American Corporation from 1952 to 1963, making a monazite concentrate that was sold mostly for its thorium content rather than its rare earth content, and was the largest thorium source in the world during the years 1951 to 1963. In 1989, Rareco acquired the mine with the intention of becoming a rare earth elements producer. However, the fundamentals for the REE sector deteriorated significantly during that time, as China took control of the global rare earth industry, and mining became less attractive than in the current environment. Therefore, the operation was put on hold until recently.

      GWMG conducted preliminary due diligence on the project and visited the site in late 2008. The underground workings were found to be completely accessible and in excellent shape. Independent review of the project was conducted by Dr Felix Mendelsohn in 1996, at the request of Rareco. These independent resource estimates indicate a recoverable resource of approximately 30,000 tonnes TREO, including rock already broken in underground stopes as outlined in the table below.

      It is important to note that the independently developed data does not represent an NI-43-101 compliant reserve or resource. As such, a Qualified Person has not done sufficient work to establish any mineral resource, and this data should not be relied upon to assume any NI-43-101 compliant reserve or resource. GWMG is treating this data as a guideline only for developing the work programs necessary to bring results into compliance with NI 43-101.

      Historic underground mining operations deposited run-of-mine waste rock on the surface of the property in addition to tailings from the processing plant. Sample grades of the tailings and waste rock indicate that historically both would qualify as resource tonnages for rare earth production. In addition to the remaining in-situ material, is rock that was blasted but not hauled to surface. Some of this rock was historically considered as low grade material and was used as ballast for the underground railroad track used to support the mined rock being hauled to surface.



      Mineral Resource Summary, based on historic data:

      ----------------------------------------------------------------------------
      Source Net REO(%) REO(tonnes)
      Tonnes(1)
      ----------------------------------------------------------------------------
      Underground Rock:
      ----------------------------------------------------------------------------
      In-situ-Main Zone(3) 117,500 16.74 20,000
      ----------------------------------------------------------------------------
      Broken 17,000 5.00(2) 850
      ----------------------------------------------------------------------------
      HW/FW Zones 30,000 5.00(2) 1,500
      ----------------------------------------------------------------------------
      Surface Material:
      ----------------------------------------------------------------------------
      Tailings 43,500 9.52 4,150
      ----------------------------------------------------------------------------
      Rock Dump 41,500 7.0 2,900
      ----------------------------------------------------------------------------

      ----------------------------------------------------------------------------
      Totals 249,500 29,400
      ----------------------------------------------------------------------------
      (1) After 20% mining dilution.
      (2) Estimates provided by Rareco.
      (3) The in-situ rock also grades 0.8% Cu, 0.5g/t Au and 6.0g/t Ag.

      The following table presents the distribution of rare earth oxides within
      the project's monazite mineralization based on historical data and
      recompiled by Rareco:

      ----------------------------------------------------------------------------
      Oxide % of Total Tonnes contained
      Grade in Resource
      ----------------------------------------------------------------------------
      Cerium 46.65 13,715
      ----------------------------------------------------------------------------
      Lanthanum 21.65 6,365
      ----------------------------------------------------------------------------
      Neodymium 16.66 4,898
      ----------------------------------------------------------------------------
      Praeseodymium 5.00 1,470
      ----------------------------------------------------------------------------
      Yttrium 5.00 1,470
      ----------------------------------------------------------------------------
      Samarium 2.50 735
      ----------------------------------------------------------------------------
      Gadolinium 1.55 455
      ----------------------------------------------------------------------------
      Dysprosium 0.55 162
      ----------------------------------------------------------------------------
      Erbium 0.08 24
      ----------------------------------------------------------------------------
      Terbium 0.08 24
      ----------------------------------------------------------------------------
      Europium 0.08 24
      ----------------------------------------------------------------------------
      Thulium 0.07 20
      ----------------------------------------------------------------------------
      Ytterbium 0.07 20
      ----------------------------------------------------------------------------
      Holmium 0.05 15
      ----------------------------------------------------------------------------
      Lutetium 0.01 3
      ----------------------------------------------------------------------------
      Total 100.00 29,400
      ----------------------------------------------------------------------------

      Another positive attribute of a mining operation at Steenkampskraal, is that the thorium content (with an historic in-situ grade of 2.5%) may provide an attractive byproduct from the operation. Rareco has received expressions of interest from third parties in recovering the thorium from the operation. Using existing proven technology, Rareco believes that it can extract the thorium during the production of the final mixed rare earth chloride concentrate to meet any and all customer and environmental requirements. According to current plans, the extracted thorium will be mixed with concrete and stored in designated areas within the underground mine. The thorium can then be recovered through a simple acid digestion process if, as and when required.

      GWMG intends to verify the historical resource as part of its exploration program. If the historical resource is confirmed, the Company believes that the exploration potential for increasing the resource is considered excellent using current state-of-the-art exploration techniques. The existing mineralization relates to an intrusive dyke system that is believed to extend to depth, and there has been little systematic drilling done to locate ore either along strike or below the 150 metre level.

      Jim Engdahl, President and CEO of Great Western Minerals Group said "One of our corporate mandates, subsequent to our purchase of Less Common Metals, was to look for opportunities that would allow us to achieve rare earth production earlier than the scheduled start-up of our Hoidas Lake project. Steenkampskraal appears to be that opportunity. Working with Rareco's experienced operating team, the project has excellent potential for fast-tracking access to REE products for our value-added processing facilities of Great Western Technologies located in Troy, Michigan, and LCM, located in Birkenhead, UK."

      Engdahl adds "If the feasibility study confirms economic viability, we are optimistic that we could move this project into production within 24 months of the completion of that study. This could give us security of supply of REE for GWTI and LCM earlier rather than later, and in a very timely fashion as demand for critical applications like permanent magnets is increasing in Japan, North America and Europe."

      Gary Billingsley (C.A., P.Eng, P.Geo), Executive Chairman of Great Western Minerals Group is the Qualified Person responsible for reviewing the contents of this release.

      Jim Engdahl, President
      Avatar
      schrieb am 13.01.09 17:39:11
      Beitrag Nr. 429 ()
      Antwort auf Beitrag Nr.: 36.363.022 von MONSIEURCB am 13.01.09 13:41:47danke fürs einstellen der news MONSIEURCB

      was mir am neuen Projekt gefällt ist der mögliche Produktionsbeginn
      July 2011 (July09 +24Monate oder früher)
      Avatar
      schrieb am 14.01.09 19:00:50
      Beitrag Nr. 430 ()
      Antwort auf Beitrag Nr.: 36.365.274 von 4now am 13.01.09 17:39:11http://watch.bnn.ca/#clip129215
      BNN analyzes the connection between electric cars and rare earths with Gary Billingsley, executive chairman, Great Western Minerals Group Ltd.
      Avatar
      schrieb am 15.01.09 20:52:11
      Beitrag Nr. 431 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17http://nbbusinessjournal.canadaeast.com/front/article/540709
      Mining Property near Bathurst shows high volumes of elements essential to magnet production
      mining company hunting for elements prized by car manufacturers has staked out what observers call a promising northern New Brunswick deposit.

      Saskatoon-based Great Western Minerals Group Ltd. (TSX.V:GWG) is moving into the Benjamin River property northeast of Bathurst, which has been known for at least 20 years to contain the most coveted rare earth elements now used to make high-powered magnets for hybrid vehicle motors.

      The company's president and CEO, Jim Engdahl, said the New Brunswick property is showing high volumes of the heavy elements essential to magnet production.

      "It has an element called dysprosium, which is one of them which is critical to the magnet side. That's where there is a real shortage on the global stage," Engdahl said.

      Workers will set up a camp once the snow thaws and explore the deposit, mapping, trenching and drilling to get a better understanding of the geology and mineralogy.

      "It will take several years to develop it. This year, we will spend, I'm suspecting, somewhere in the vicinity of $1 million, plus or minus," he said.

      Rare earths are 17 elements including scandium, yttrium and the lanthanides.

      Rare earths are not traded as commodities, so price information depends on individual contracts.

      At Great Western Minerals project in Hoidas Lake, Sask., fetchable prices from last October for deposits of cerium were pegged at US$4.10 per kilogram, while the price of thulium was valued at US$790 per kilogram.

      Once elements are mined, separated and processed, they are used in a variety of applications including, but not limited to, in permanent magnets for hybrid vehicles, electric motors, hard-disc drives, CD-ROMs, DVDs, cell phones, and iPods; catalysts for manufacturing of fuel cells, cell phones and wireless technologies; glass additives for digital camera and optical lenses, glasses and goggles; high-energy and energy-efficient lighting equipment; and super alloys in the aerospace, building and nuclear industries.

      The Toyota Prius is the model to which Engdahl points when discussing the end-product of the rare earths his company hopes to mine at Benjamin River.

      The car contains about 60 pounds of rare earths primarily in the 125-or-so tiny motors that control such powered parts as seats and windshield wipers, Engdahl said.

      "It's actually the little electric motors that are the key part," Engdahl said.

      Great Western Minerals has a subsidiary in Birkenhead, U.K. that processes rare earth elements imported from China and Russia and a manufacturing company in Troy, Mich., producing super alloys used by aerospace firms in fuselages and blades.

      The company's flagship prospect is in Saskatchewan but it has rights to explore and mine properties across North America, and one in South Africa.

      "Our company has developed a model of mine-to-market where we'll be mining and we'll also do the value-added side," Engdahl said, adding that he hopes if significant amounts are mined at Benjamin River, the metals will be processed and sold to companies making vehicle magnets and batteries.

      Great Western Minerals is one of just a few companies exploring and producing rare earth elements outside of China, which controls roughly 97 per cent of the world's exports.

      As China reduces the flow of rare earths to meet its own needs and auto companies worldwide embrace hybrid cars, experts say demand for the elements is poised to grow.

      Jack Lifton, a Detroit-based private consultant to original equipment manufacturers in the auto sector and frequent lecturer on rare earth metals, said that deposits like the one Great Western Minerals will work in New Brunswick could become lucrative.

      "There's a looming crisis because China is also a big user of these metals," Lifton said, pointing to China's plan to cut exports by about 30 per cent this year.

      New Brunswick's rare earth deposits were first discovered at Benjamin River in and around 1988 by a man who had exploration rights to the property, 53 kilometres east-northeast of Bathurst, according to Department of Natural Resources documents.

      The province also has a lesser-known deposit in Welsford that University of New Brunswick geology professor and rare earth expert David Lentz said is "very significant."

      Great Western's move to explore at Benjamin River could encourage investment in the resource, which would further diversify the province's economy, Lentz said.

      "It's exciting because we have a resource that's never seriously been looked at before."
      Avatar
      schrieb am 23.01.09 20:11:25
      Beitrag Nr. 432 ()
      Antwort auf Beitrag Nr.: 36.384.466 von 4now am 15.01.09 20:52:11die zukunft der NiMH Batterie
      http://www.gwmg.ca/pdf/2009-jan-lifton-future-of-nimh.pdf
      Avatar
      schrieb am 23.01.09 21:10:14
      Beitrag Nr. 433 ()
      Antwort auf Beitrag Nr.: 36.336.167 von 4now am 08.01.09 20:53:35http://www.gwmg.ca/media/videos/19
      message vom chef
      Avatar
      schrieb am 29.01.09 23:08:44
      Beitrag Nr. 434 ()
      Antwort auf Beitrag Nr.: 36.439.842 von 4now am 23.01.09 21:10:14normalerweise spar ich mir ja Bemerkungen zum Aktienkurs:
      Aber heut +22% bei dem Markt. Sagt nix über morgen und gleicht auch nur ein wenig die Verluste der letzten Monate aus aber
      nett is schon. Vieleicht findet sich ja doch mal ein Investor der
      GWMG ernst nimmt und deren prima Strategie finanziert.
      Avatar
      schrieb am 07.02.09 09:28:13
      Beitrag Nr. 435 ()
      they keep on drilling and drilling finding more and more, but no mining activities. Another private placement, more drill holes in South Africa and again another private placement. I guess they will be too late for exploitation: little to nothing regarding down streams. America starting up stockpiling as wel Europe labeling the stuff as strategic raw materials. REE:is the stuff concentrated by GWG?? Who's is separating the elements, which is extremely difficult. Australial mining comp. invested together with Deutsche Bank in Malaysia 250 mio$ for such a production plant. Does GWG sold the future production? which means they must have planned some output, concentrate, valued up to oxyde and holding a kind of delivery contract. Does the British company which they bought capable to separate the concentrate into oxydes or are they a manufacturer using the oxyde only? Time is short...2012/3 is pretty near. GWG as junior miner final goal(?): being taken over by a large senior, well now is the time for them as the shares are on a historical low.
      Avatar
      schrieb am 08.02.09 16:16:44
      Beitrag Nr. 436 ()
      Antwort auf Beitrag Nr.: 36.532.964 von litho am 07.02.09 09:28:13da scheint sich aber jemand gar nicht mit GWG beschäftigt zu haben
      was LCM in england macht
      wo die Separation stattfinden soll
      und wie die Strategie ausschaut kann man selbst hier im Thread nachlesen wenn man sich die Mühe macht und ein paar Seiten zurück liest.

      groß 4now
      (ps.: es gibt derzeit kaum neue REE News außer daß sich die Preise stabilisieren bzw wieder steigen oder daß VW derzeit auch noch
      auf NiMH setzt weil Lithium zu teuer und zu unbewährt ist.)
      Avatar
      schrieb am 08.02.09 16:26:39
      Beitrag Nr. 437 ()
      Antwort auf Beitrag Nr.: 36.536.710 von 4now am 08.02.09 16:16:44Beim Energiespeicher setzt Volkswagen im Touareg V6 TSI Hybrid auf eine Nickel-Metallhydrid-Batterie, da diese nach Angaben des Automobilherstellers den heute besten verfügbaren Stand der in Automobilen unproblematisch einsetzbaren Speichertechnologie widerspiegelt. Besonders die über die Jahre hinweg erprobte Funktionssicherheit und Robustheit sowie deutliche Kostenvorteile würden dabei für die leistungsfähige NiMH-Batterie sprechen.
      Avatar
      schrieb am 10.02.09 13:50:13
      Beitrag Nr. 438 ()
      See GWMG raised capital yesterday:
      Feb 09, 2009 17:38 ET
      Great Western Minerals Announces Private Placement
      SASKATOON, SASKATCHEWAN--(Marketwire - Feb. 9, 2009) -

      NOT FOR DISTRIBUTION IN THE UNITED STATES OR OVER UNITED STATES WIRE DISTRIBUTION SERVICES

      Great Western Minerals Group Ltd. ("GWMG" or the "Company") (TSX VENTURE:GWG) (PINK SHEETS:GWMGF) announces a non-brokered private placement financing of up to 22,222,222 Units at a price of $0.09 per unit, for total proceeds of up to C$2,000,000 subject to regulatory approval.

      Each Unit consists of one common share of the company plus one full share purchase warrant. Each full share purchase warrant will be exercisable into one common share of the company, at a price of $0.15 per share.

      The shares issued under this private placement will be subject to a four month hold period under applicable Canadian securities legislation. The Company plans to use the proceeds for exploration and development of the Company's properties and for general corporate expenses.

      This placement is expected to close on or about February 24, 2009, at the discretion of the Company. A cash finder's fee of 5% will be paid to authorized agents.

      It is anticipated that certain officers, directors, or insiders of the company may subscribe for a portion of the private placement. That portion of the private placement that is sold to insiders may be classified as a related-party transaction, as defined in TSX Venture Exchange Policy 5.9. The Company anticipates that it will be able to rely upon exemptions to the shareholder approval and valuation requirements imposed by TSX Venture Exchange Policies in respect of related party transactions.

      Jim Engdahl, President and CEO of Great Western Minerals Group said "We remain determined to move forward with our mine to market strategy. Even under this challenging economic environment we see little, if any, decline in the demand for rare earth elements. With a growing emphasis on greener technologies and a rapidly increasing demand for rare earth elements, particularly in such sectors as permanent magnet technology, hybrid and electric vehicles, rechargeable batteries, and alternative energy applications, we must remain on track to become a significant source of stable supply of rare earth elements to global industry."

      Engdahl adds, "We believe that the next commodity cycle, particularly in rare earth elements, will be a long-term powerful one to the upside and we want to continue to work toward being in a position to capitalize on it. This financing is another important step in moving us forward toward that goal.
      Avatar
      schrieb am 11.02.09 15:53:02
      Beitrag Nr. 439 ()
      Antwort auf Beitrag Nr.: 36.536.710 von 4now am 08.02.09 16:16:44
      Avatar
      schrieb am 11.02.09 16:10:19
      Beitrag Nr. 440 ()
      Antwort auf Beitrag Nr.: 36.536.710 von 4now am 08.02.09 16:16:44Als Neueinsteiger auf WO hat man es Dank der durchgängigen Informationen und der guten Homepage von GWG eigentlich leicht, sich ein Bild zu verschaffen.
      Ich verfolge - schon berufsbedingt - seit einiger Zeit das Geschehen ausserhalb China's .
      Bei GWG ist offenbar auch viel "Herzblut" im Spiel.
      Jedenfalls stimmt die Strategie, die Weiterveredlung durch LCM zu pushen, den heavy REE eine höhere Bedeutung zu geben etc.
      Das Video vom Chef tat ein Übriges ....

      Es ist wohl sinnvoll, in Toronto zu kaufen, oder ist in Berlin/Frankfurt ein fairer Makler am Werk ?

      Gruß exshaw55
      Avatar
      schrieb am 11.02.09 19:06:50
      Beitrag Nr. 441 ()
      Antwort auf Beitrag Nr.: 36.558.597 von exshaw55 am 11.02.09 16:10:19wenn bid ask 50% auseinanderstehen kann man wohl kaum von einem Fairen Makler sprechen.
      Wenn du die Möglichkeit hast ist's also sicher besser in Kanada zu kaufen.
      Gruß 4now

      ps.: ich hoffe du bist nur neueinsteiger bei WO
      für Anfänger an der Börse ist s jedenfalls die falsche Aktie.
      Avatar
      schrieb am 19.02.09 22:49:21
      Beitrag Nr. 442 ()
      Antwort auf Beitrag Nr.: 36.560.155 von 4now am 11.02.09 19:06:50Some very interesting and surprising developments in the Rare Earth Sector



      During the past week, there have been some very interesting and surprising developments in the Rare Earth Elements (REE) sector that may be of interest to our shareholders and other members of our distribution list. This is not to be considered a news release from Great Western Minerals Group, but rather a distribution of relevant information about some of the new developments that could have an impact on the control of the industry as well as the future supply of REE.



      Arafura Signs with Chinese Partner .Yesterday, Arafura Resources announced that it signed a letter of intent with a subsidiary of the East China Exploration and Development Bureau. This could extend the reach and influence of China in the rare earth sector outside of China. The stories are widely covered, but one of the links I checked on were from West Australia Business News (Arafura strikes funding deal with China, by Rebecca Lawson: http://www.wabusinessnews.com.au/en-story.php?/1/70499/Arafu…



      Lynas Corp Suspends $214 mln Rare Earths Project. In addition, Lynas Corporation announced last week that it has suspended its Mount Weld Rare Earth project in Australia, due to a funding issue. The Lynas Story is covered by Reuters (Lynas Corp Suspends $214 mln Rare Earths Project Reporting by Cecile Lefort)

      http://www.reuters.com/article/rbssIndustryMaterialsUtilitie…



      We also recommend that you also check out Jack Lifton’s upcoming article titled “The Return of the Predator: China Moves to Re-assert its Control of the Rare Earths' Market” at www.resourceinvestor.com this coming weekend (February 21/22) for his commentary on these new developments in the sector.



      We would also like to bring your attention to a recently introduced mining and oil & gas research website, StockResearchPortal.com. We believe this website is a valuable 'investor research tool' and worthy of your consideration. We recommend you click on this link (http://www.stockresearchportal.com/subscribe_5.asp) where you can sign-up for free access. Alternately, there is a link on our website to a segregated Great Western Minerals Group Ltd. page on StockResearchPortal.com where you can access incremental data on Great Western Minerals not available on our website. That 'extra' data includes Insider Trading, Price Performance Charts, Volatility Charts, Moving Average Price Charts, Director & Officer Corporate Cross-References, and Latest 8 Quarter Financial Schedules.



      Best Regards,



      Ron Malashewski, P.Eng (AB)
      Manager, Investor Relations
      Great Western Minerals Group
      226 Cardinal Crescent
      Saskatoon, SK S7L 6H8
      Tel: (306) 659 4516

      Email: rmalashewski@gwmg.ca
      Avatar
      schrieb am 20.02.09 19:25:32
      Beitrag Nr. 443 ()
      Antwort auf Beitrag Nr.: 36.615.986 von 4now am 19.02.09 22:49:21Antwort von Ron Malashewski auf ein paar Fragen von mir.

      Thank you for your email and comments.

      We have been watching the developments in the REE sectors with a great deal of interest. Another company that was not mentioned in my email of yesterday was NeoMaterials (NEM: TSX Venture). Neo is in the REE industry with close links to China for supply, through Magnaquench and AMR. Neo appears to be a target of a hostile takeover by Pala Investments of Switzerland. We are also watching those developments with interest.

      However, we are not looking for a China-based investment partner. Our objective remains to become a supplier of REE outside of China, particularly for our own processing facilities in Troy MI and Birkenhead UK. Many of the end users are concerned about their reliance on one source in China, particularly with the Chinese Government further reducing the exports of REE. Our preferred choice of investment partner would be companies such as Toyota. They are familiar with us anyway, since Toyota is a customer of our plant in the UK through their Aichi Steel subsidiary.

      Japanese companies often take a long-term (50 year) view of business planning, so they are concerned about REE supply in the long term. You may be aware of Toyota's Tsusho's announcement last year (copy attached) regarding their focus on the REE industry. Although Toyota has invested in Viet Nam, that does not mean that they are not interested in Companies such as GWMG. Relationship building between GWMG and such companies is also a long-term process. Should we enter more formal discussions with such companies/conglomerates, we will certainly be announcing that when we sign a letter of intent.

      With regard to Deep Sands, those results are still being analyzed and compiled, with results for several hundred samples still in the lab. As you know, there was a large number of cores to examine and essentially every inch of core was scanned. We hope to have those results compiled in the coming months so we can issue the release.

      The remaining results from Hoidas Lake will be incorporated directly into the updated prefeasibility study. The metallurgical testing has slowed the production of that report. We have 3 labs that are looking at different methods for extracting the rare earths from the Allanite and Apatite host rocks. Unfortunately, unlike the more traditional mining methods, no company has ever done this before so we have no model to use as an example. We therefore need to develop the process ourselves, first.

      We will shortly be updating our website with the addition of our South African projects as well as Benjamin Creek. I will be issuing an email update when those projects are included.
      Avatar
      schrieb am 23.02.09 13:44:13
      Beitrag Nr. 444 ()
      Antwort auf Beitrag Nr.: 36.623.518 von 4now am 20.02.09 19:25:32SmEuGd prices up on strong europium market
      Metal Prices for 19-feb-2009


      BEIJING(Metal-Pages)23-Feb-09. Prices for SmEuGd (samarium-europium-gadolinium) in China have moved up over the past couple of weeks, supported by the recent increase in prices for europium oxide, the major downstream product for SmEuGd.

      Market sources reported that SmEuGd with 8% europium content is trading in the range of Rmb 158,000-159,000/tonne ($26,633-26,802/tonne), in comparison with prices of Rmb 145,000-150,000/tonne seen in January and around Rmb 155,000/tonne seen over the past week.

      A Baotou-based supplier has confirmed the increase in the prices, reporting that some material has been concluded at Rmb 158,000/tonne in the past few days, on the back of the recent rise in prices of europium oxide.

      According to an executive of the northern producer, prices of about Rmb 160,000/tonne have also been heard recently, although some suppliers claimed that it is still difficult to sell the material at this price at present.

      Another Baotou-based supplier reported having concluded some SmEuGd at Rmb 157,000-158,000/tonne over the past week. “Prices for europium oxide would have a decisive influence on the prices direction for SmEuGd,” the source commented.

      As previously reported by Metal-Pages, prices for europium oxide have been on the upward track in the past days and some parcels for the 99.9% rare earth oxide have traded at about Rmb 2,350/kg recently and some suppliers have lifted their offer prices to Rmb 2,450-2,500/kg.

      Pr-Nd market sees small business

      BEIJING(Metal-Pages)23-Feb-09. Some small business for praseodymium/neodymium oxide and metal has taken place in the domestic Chinese market recently, which otherwise continues to see a lack of good consumer demand.

      As last week reported by Metal-Pages, some Chinese suppliers have raised their prices for praseodymium/neodymium oxide to above Rmb 60,000/tonne($10,114/tonne), and market sources reported that it has now become a little difficult to obtain the 99% min oxide at less than Rmb 60,000/tonne.

      A Shanxi-based smelter has confirmed having concluded some small sales of praseodymium/neodymium metal recently. “Some downstream NdFeB producers have been willing to pick up metal recently, albeit in small purchasing quantities, and we have sold some metal in the past week,” said an executive of the Shanxi-based smelter. The producer's price for 99% min praseodymium/neodymium metal has been holding steady at Rmb 85,000/tonne.

      The producer also said that is difficult to get 99% min praseodymium/neodymium oxide at less than Rmb 60,000/tonne right now. “Some suppliers are refusing to sell the oxide at less than Rmb 60,000/tonne now, while in early and mid-February the oxide had been available at prices of about Rmb 58,000/tonne,” said the source.

      Meanwhile, a Jiangxi-based smelter also reported that it had concluded a few small parcels of praseodymium/neodymium metal. “Some consumers prefer to buy metal in three or five tonne lots rather than in quantities of more than ten tonnes, due to uncertainty about their own sales,” said an executive of the southern smelter. “The market appears to be a seeing a little bit of activity, compared with the past two months.”

      According to the source, some small transactions for 99% min praseodymium/neodymium metal have been settled at Rmb 88,000/tonne ($16,124/tonne).
      Avatar
      schrieb am 23.02.09 19:47:27
      Beitrag Nr. 445 ()
      Antwort auf Beitrag Nr.: 36.633.405 von 4now am 23.02.09 13:44:13LONDON (Metal-Pages) 20-Feb-09. Two U.S. research teams have developed new materials that may lead the way to ever smaller, faster and more powerful electronics as current semiconductor technology begins to reach the present limits of miniaturisation.

      One team has made tiny transistors, the building blocks of computer processors, a fraction of the size of those used on advanced silicon chips.

      The other has made a film material able to store data from 250 DVDs onto a surface the size of a coin.

      Both developments, which were published on Thursday in the journal Science and reported by Reuters, use nanotechnology, which is a technology whose unifying theme is the control of matter on the atomic and molecular scale, normally 1 to 100 nanometers, and the fabrication of devices within that size range. Nanotechnology has been considered as a way to making strong, lightweight materials, better cosmetics and even tastier food.

      "We have demonstrated that we can make important technologies that are significantly smaller than existing devices," Jeremy Levy of the University of Pittsburgh said in a statement.

      Levy's team created its nanotech transistors using two ceramic rare earth crystal materials known as lanthanum aluminate and strontium titanate. When sandwiched together, these natural insulators conduct electricity if a positive charge is passed across them.

      "The transistor we made is arguably the smallest one that has ever been produced in a deterministic and reliable fashion. And we did it using an instrument that can be miniaturised down to the size of a wristwatch," Levy said in an e-mail.

      He said the same materials can be used to make atom-sized transistors for computers, memory devices and sensors.
      "In terms of simplicity, it's striking," Alexander Bratkovsky, a scientist for Hewlett-Packard Co who is familiar with the work, said in a statement.

      Meanwhile, a team from the University of Massachusetts Amherst and the University of California Berkeley said they had found a faster, more efficient way of making a thin semiconductor film that they think could dramatically improve data storage.

      Many teams have tried to use polymers to create sheets of semiconductor films but the material often lost its structure when spread over large surfaces.

      The team, lead by Thomas Russell of the University of Massachusetts, heated sapphire crystals to create a specific pattern of ridges on the surface to overcome this and this served as a guide for the semiconductor film.

      "We applied a simple concept to solve several problems at once, and it really worked out," Russell said in a statement. He added that the technology could make nearly perfect arrays of semiconductor material that are about 15 times denser than anything achieved previously.

      "With the densities we describe you could store 250 DVDs on a surface the size of a quarter," Russell said in an e-mail.
      Avatar
      schrieb am 23.02.09 19:58:26
      Beitrag Nr. 446 ()
      Antwort auf Beitrag Nr.: 36.636.617 von 4now am 23.02.09 19:47:27LONDON (Metal-Pages) 28-Jan-09. Humming refrigerators in kitchens are a reminder of the amount of electricity the cooling systems consume, not to mention the hydrofluorocarbons (HFCs) known as greenhouse gases that can contribute to climate change if they escape into the atmosphere that conventional gas-compression refrigerators frequently use.

      This scenario could be a thing of the past due to a metal alloy discovered by an international collaboration between scientists working at the National Institute of Standards and Technology (NIST)'s Centre for Neutron Research (NCNR).

      Scientists have been looking for a material that will allow magnet cooling instead of gas-compression systems to be used for domestic refrigeration and air conditioning. The magnetic cooling technique has been used for decades in science and industry but because of technical and environmental problems has not be used in the home, but the work by NIST may have resolved these problems.

      Magnetic cooling relies on materials called magnetocalorics, which heat up when exposed to a powerful magnetic field. After cooling off by radiating the heat away, the magnetic field is removed and their temperature drops again, and dramatically so. The effect can be used in a classic refrigeration cycle, and scientists have attained temperatures of nearly absolute zero this way.

      Two factors have prohibited the use of magnetic cooling in domestic situations. Most magnetocalorics that function at close to room temperature require both the extremely expensive rare metal gadolinium and arsenic which is a deadly toxin.

      Conventional gas-compression refrigerators have drawbacks, the main one being the use of hydrofluorocarbons. In addition, it is becoming increasingly difficult to improve traditional refrigeration. “The efficiency of the gas cycle has pretty much maxed out,” said Jeff Lynn of NCNR. “The idea is to replace that cycle with something else.”

      The new alloy the team has developed is a mixture of manganese, iron, phosphorus and germanium. Besides having strong magnetocaloric properties that a system based on it could rival gas compression in efficiency, it contains neither gadolinium nor arsenic.

      The team at NIST was joined by a visiting team of scientists from the Beijing University of Technology. Using NIST’s neutron diffraction equipment to analyse the novel alloy it was found that when exposed to a magnetic field, the new alloy’s crystal structure completely changed, which explained its exceptional performance.

      “Understanding how to fine-tune this change in crystal structure may allow us to get our alloy’s efficiency even higher,” said NIST crystallographer Qing Huang. “We are still playing with the composition, and if we can get it to magnetise uniformly, we may be able to further improve the efficiency.”

      Members of the collaboration include scientists from NIST, Beijing University of Technology, Princeton University and McGill University. Funding for the project was provided by NIST.
      Avatar
      schrieb am 23.02.09 20:00:49
      Beitrag Nr. 447 ()
      Antwort auf Beitrag Nr.: 36.636.617 von 4now am 23.02.09 19:47:27BEIJING (Metal-Pages) 23-Jan-09. Ganzhou government plans to invest Rmb 800 millions ($117 million) in 2009 to build a stockpile of 10,000 tonnes of rare earths including separated rare earth products and rare earth concentrates, industry sources told Metal-Pages.

      As reported here earlier this month, Ganzhou government plans to build a reserve of rare earth products in a bid help producers and to stem the recent downturn in the rare earth market.

      The way the reserve would operate is that producers would deposit their products as security with certain banks in exchange for loans to settle their cash flow problems. This would enable producers to obtain cash without having to repeatedly slash their prices and compete to sell their stocks, and they would also be able to get some allowance from the local financial department when paying back the loan.

      The local government will start to stockpile rare earths starting from this month and until December 2009. In the meantime, Ganzhou will also invest Rmb 1 billion to build a reserve of tungsten products.
      Avatar
      schrieb am 23.02.09 20:03:08
      Beitrag Nr. 448 ()
      Antwort auf Beitrag Nr.: 36.636.617 von 4now am 23.02.09 19:47:27NEW YORK (Metal-Pages) 29-Dec-08. Great Western Minerals has advanced its Hoidas Lake rare earth oxides project in Saskatchewan, western Canada, to the point that the company says it expects to complete an environmental assessment and make a production decision in the coming year.

      Pending a favorable decision, construction could begin by the end of 2009 and the project would enter production as early as 2011, primarily as a producer of cerium, neodymium and lanthanum oxides.

      The Canada-based minerals exploration company said its exploration programme in recent months was able to significantly extend known mineralisation at Hoidas Lake to a depth of 250 meters. In the process, a new vein system of rare earths mineralisation was intersected.

      Great Western describes Hoidas Lake as North America's most advanced rare earth element property currently in development. The project has the potential to supply at least 10% of North America's rare earths consumption, valued at about $ 1 billion annually, for many years, the company contends.

      Nearly half (about 46%) of the RE oxides resource at Hoidas Lake is cerium, while approximately 22% is neodymium and slightly under 20% is lanthanum. A variety of other oxides are present, but mostly in small percentages. The most prominent are praseodumium, about 6%; and samarium, about 3%; in addition to gadolinium and yttriuim, about 1.3% each.

      Great Western also has a second rare earths project, Deep Sands, in Utah, USA. Phase one exploration drilling began earlier this year and a feasibility study is scheduled for 2012.

      The company earlier this month said in separate announcements that it had arranged for non-brokered private placement financing totalling approximately C$700,000, subject to regulatory approval.

      Great Western has two wholly-owned subsidiaries: Less Common Metals Ltd in Birkenhead, UK, and Great Western Technologies Inc. in Troy, Michigan, USA. The subsidiaries both use vacuum induction melting and other processing methods to produce metals, alloys and powders for a variety of specialty alloys destined for the battery, magnet and aerospace industries. Alloys produced include those containing copper, nickel, cobalt and the rare earth elements.
      Avatar
      schrieb am 24.02.09 13:35:00
      Beitrag Nr. 449 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17BEIJING (Metal-Pages) 24-Feb-09. Few transactions for medium yttrium and rich europium concentrates have been reported in China over the past few day,s although some suppliers have raised their offer prices for the concentrates to about Rmb 45,000/tonne ($7,584/tonne) during the past week.

      “Many downstream producers of rare earth oxides and metals have remained idled recently due to weak demand, and they have no plans to purchase in the concentrates in the near future,” said an executive of a Jiangxi-based producer. “On the other hand, smelters that have reopened operations recently still have some concentrates in stock and they will also not buy the raw material unless running out of their stocks. As a consequence there has been little business done in the recent market although some suppliers have lifted up offer prices for the concentrates,” explained the executive.

      According to the source, the company has also received offer price of Rmb 45,000/tonne for medium yttrium and rich europium concentrates in recent days.

      A Jiangsu-based consumer source also confirmed having purchased little concentrates because of weak downstream consumption. “We will not purchase in the material in the short term although offer prices have moved up to Rmb 43,000-45,000/tonne, about Rmb 10,000/tonne higher than prices seen in late December and early January,” said an executive of the company.

      Meanwhile, some market players claimed that although most miners have been idled recently, but they still have plenty of concentrates to meet the reduced downstream demand in the near future.

      Lanthanum oxide prices stable in China, export prices weaker
      BEIJING(Metal-Pages) 24-Feb-09. Prices for lanthanum oxide in the Chinese domestic market have been holding steady in the past weeks, while sources reported that export prices for the rare earth oxide appear to have decreased recently due to the lull in downstream demand.

      Market players reported that some small parcels of 99% min lanthanum oxide have traded at Rmb 22,000-26,000/tonne ($3,708-4,382/tonne), unchanged over the past few weeks, although higher prices of about Rmb 28,000/tonne have also been visible.

      A Baotou-based supplier reported having received few enquiries for the oxide recently. “There have been no improvements seen for lanthanum oxide market, with prices still in the region of Rmb 25,000/tonne and most buyers staying on the sidelines,” said an official of the northern supplier.

      A Jiangsu-based producer has also reported that downstream demand is dormant. “The market has continued to see a lack of good consumer demand, and some suppliers have built up stocks of oxide,” said an executive of the southern producer.

      In the meantime, sources claimed that some domestic suppliers have lowered their export offer prices for the 99% rare earth oxide to overseas buyers recently. “Export offer prices of $ 6.5-6.7/kg have been reported recently due to weak demand from overseas consumers, although some suppliers have been carrying out their long-term contracts at relatively high export prices,” said an exporter in Jiangsu.

      According to the source, most overseas buyers have been watching the market. “They are in no hurry to come into the market despite having receivined lower Chinese offer prices,” added the source.
      Avatar
      schrieb am 24.02.09 22:30:47
      Beitrag Nr. 450 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17weiter vollgas bei der Produktion von NiMH Batterien
      parallel dazu werden auch ein paar Lithium Batterien produziert

      NAGOYA, Feb 24, 2009 (Kyodo News International - McClatchy-Tribune Information Services via COMTEX) -- TM | Quote | Chart | News | PowerRating -- A joint venture between Toyota Motor Corp. and Panasonic Corp. plans to bring forward the start of manufacturing of rechargeable batteries for hybrid cars at a Miyagi Prefecture factory now under construction to late 2009 from the originally scheduled early 2010, the company's head said Tuesday.
      Yoshiro Hayashi, president of Panasonic EV Energy Co., owned 60 percent by Toyota and 40 percent by Panasonic, told Kyodo News his firm "intends to implement adequate preparations" for the production of nickel-metal hydride batteries for use in the Prius and other hybrid vehicles.

      "Although hybrid vehicle sales have been falling since late last year alongside sales falls (in non-hybrid vehicles), they will bounce back certainly down the track because it is impossible to ignore environmental problems," Hayashi said.

      Toyota expects hybrid vehicles to continue to enjoy steady demand, although sales of many non-hybrid models have been hit by the global economic deceleration, he suggested.

      Panasonic EV has no plans to scale down its annual plan to produce batteries for 200,000 hybrid vehicles, with output in the initial year planned for 100,000 hybrid vehicles, he said.

      Panasonic EV in Kosai, Shizuoka Prefecture, has no intention of delaying the start of the manufacturing of lithium ion batteries for use in plug-in hybrid cars from the latter half of this year, company officials said.

      A lithium ion battery provides the highest electricity-storage capability among a range of existing batteries made of various substances.

      Toyota, which plans to release the third-generation Prius hatchback from mid-May, envisions releasing a plug-in hybrid car in late 2009.

      Panasonic EV's existing plant in Kosai has been supplying nickel-metal hydride batteries for use in Toyota's gas-electric hybrid models.
      Avatar
      schrieb am 24.02.09 23:11:58
      Beitrag Nr. 451 ()
      Antwort auf Beitrag Nr.: 36.646.380 von 4now am 24.02.09 22:30:47Der Porsche Cayenne kommt 2010 auch mit NiMH
      http://www.carguideweb.com/articles/3544/The Cayenne S Hybrid uses a supercharged Audi 3.0-litre V6 engine with Direct Fuel Injection (DFI), 333 horsepower and 324 lb-ft of torque. It is mated with a 52-hp three-phase electric motor that produces up to 221 lb-ft of torque and also acts as an alternator. The combined power units are joined to an eight-speed automatic transmission. Also on board is a no-maintenance, 38-kW nickel metal hydride (NiMH) battery that fits in the spare tire well.
      Avatar
      schrieb am 25.02.09 19:07:32
      Beitrag Nr. 452 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17BEIJING(Metal-Pages) 25-Feb-09 The Chinese europium market has been fairly stable in the past few days, but sentiment has generally become more positive.

      Market sources reported that prices for 99.9% min europium oxide have been ranging at either side of Rmb 2,350/kg($431/kg), similar to prices seen over the past week. A few small parcels have been reported traded at Rmb 2,400-2,450/kg recently.

      “No changes have been seen for the europium oxide prices recently, although some suppliers have lifted their offer prices to about Rmb 2,500/kg,” said an executive of the producer in Jiangxi.

      According to the producer, contractual prices for the rare earth oxide have been in the range of Rmb 2,300-2,400/kg, relatively stable over the past days. The executive also suggested that the reduction in domestic supply of oxide caused by the suspensions of operations by many producers in southern China should to some extent support the market in the short term.

      A Jiangsu-based supplier told Metal-Pages that right now prices above Rmb 2,400/kg are still little difficult to achieve. “Buyers who only pick up very small quantities of oxide are likely to accept prices over Rmb 2,400/kg now, and prices between Rmb 2,300-2,400/kg would be more prevalent at present,” said the source.
      Avatar
      schrieb am 25.02.09 21:02:18
      Beitrag Nr. 453 ()
      Antwort auf Beitrag Nr.: 36.652.810 von 4now am 25.02.09 19:07:32LONDON (Metal-Pages) 25-Feb-09. China may announce a stimulus plan for its metals industry this week, Shanghai Securities News reported on Wednesday, citing anonymous industry sources.

      The plan will detail a major consolidation for metals companies and an adjustment on import and export tariffs on the products, the report said.

      The government will support and encourage consolidation among big metals companies.

      Aluminium Corporation of China (Chinalco), China Nonferrous Metal Mining Group, and China Minmetals Corporation will be major beneficiaries of the government's support, it said.
      Avatar
      schrieb am 26.02.09 20:09:42
      Beitrag Nr. 454 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17(Metal-Pages) 26-Feb-09. Prices for rare earth carbonate have moved up in the past few days in China on the back of the recent increased demand from some downstream consumers.
      Sources reported that carbonate with about 15% neodymium content has been trading at Rmb 7,100-7,300/tonne ($1,196-1,230/tonne), and some market players claimed that it is difficult to obtain the carbonate right even at higher prices.

      “Prices for the carbonate have increased to Rmb 7,200-7,300/tonne recently, while some carbonate was available at less than Rmb 6,500/tonne over the past two months,” an official of a smelter in Baotou told Metal-Pages.

      Many rare earth producers have remained idled over the past weeks due to sluggish downstream demand, but some of them are inclined to resume operations in the coming month, which has, to some extent, boosted domestic demand for rare earth carbonate, leading to an increase in the prices.

      In the meantime, sources reported that supply of carbonate has been tight, and some buyers are difficult to obtain material even at Rmb 7,500/tonne($1,263/tonne). “This would be likely, to some extent, to support prices of praseodymium/neodymium in the short term,” suggested an official of another Baotou-based smelter.
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      schrieb am 26.02.09 20:13:26
      Beitrag Nr. 455 ()
      Antwort auf Beitrag Nr.: 36.661.941 von 4now am 26.02.09 20:09:42Metal Prices for 26-feb-2009
      Ce Metal 99% min China 30000 - 33000 Rmb/mt
      Ce Metal 99% min FOB China 6.9 - 7.2 $/kg
      Ce Oxide 99% min China 12800 - 13800 Rmb/mt
      Ce Oxide 99% min FOB China 4500 - 4600 $/mt
      Mischmetal La 35% Ce 65% China 27000 - 30000 Rmb/mt
      Mischmetal La 35% Ce 65% FOB China 7 - 7.5 $/kg
      Mischmetal low Zn and Mg China 50000 - 53000 Rmb/mt
      Mischmetal low Zn and Mg FOB China 11 - 11.5 $/kg


      BEIJING(Metal-Pages) 26-Feb-09. Cerium oxide prices have been firming up in China during the past few days, on the back of relatively active downstream demand meeting short supply form domestic producers.

      Supplier sources reported that prices at either side of Rmb 14,000/tonne ($2,359/tonne) have been achievable for some business for the 99% min rare earth oxide, and a few suppliers have increased their offer prices to about Rmb 15,000/tonne recently.

      A Baotou-based producer reported having received many enquiries for the oxide recently. “Some buyers would be willing to accept prices of about Rmb 14,000/tonne for the oxide, although some others still believe prices would be in the range of Rmb 13,000-13,500/tonne,” said an executive of the northern producer.

      According to the source, as most producers have been out of operation recently, there has been only a small amount of oxide available in the market. In addition, prices for rare earth carbonate also appear to have moved up in the past few days, which would, to some extent, support prices for cerium oxide in the short term.

      “There is still some supply of cerium oxide in the current market although a tightness in supply has been reported,” said an official of another Baotou-based producer. “Prices of about Rmb 14,000/tonne would be acceptable, but much higher prices of around Rmb 15,000/tonne would still be a little too high to be contracted at present,” the producer added.
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      schrieb am 26.02.09 20:30:04
      Beitrag Nr. 456 ()
      Antwort auf Beitrag Nr.: 36.661.941 von 4now am 26.02.09 20:09:42Bolivia targets lithium-powered economyLONDON (Metal-Pages) 26-Feb-09. Bolivia’s role in providing lithium for a future electric- powered vehicle market is shrouded in uncertainty, say experts, who forecast the current global recession and the year 2018 may become defining moments in the sector’s development.

      The government in Bolivia, led by leftist President Evo Morales, sees lithium mining as one way of transforming the economy of the poor Andean country, which is believed to contain half of the world’s lithium reserves.

      Bolivia’s largest resource at Uyuni, is being eyed by a number of foreign companies, aiming to develop lithium-ion battery powered cars, including South Korea's LG Group, Japan's Mitsubishi and Sumitomo, as well as Bollore, a conglomerate from France, where Morales reportedly held talks last week.

      Morales has made no secret of the fact his policies are designed to put the interests of his country and particularly the large indigenous population first.

      The Bolivian government has invited proposals from foreign companies on lithium research, aimed at establishing a fully-fledged domestic lithium industry and is even talking about production of lithium-powered vehicles in the country.

      But with the Bolivians keeping their cards close to their chest and after a delegation from the country failed to show up for a lithium conference in Santiago in January, some experts say it’s hard to define a clear role for the country in lithium battery production.

      “The expectation is that is there is a lot of lithium in Bolivia, but nobody knows the values,” said Professor Martin Winters from the Physical Chemistry Department at Germany’s Münster University.

      Edward Anderson, CEO of lithium consultants TRU Group, who presented paper at the January conference, said there is still work to be done to ascertain how much lithium Uyuni actually contains.

      “Uyuni is potentially a large resource but there is quite a bit of uncertainty as to exactly what is in Uyuni and whether it can be processed into lithium,” he said.

      Questions are even being raised as to whether the Bolivian resource is really needed, given extensive reserves held by Chile, although experts say the Bolivian source would provide welcome diversification.


      Professor Winters echoed the confidence of the Chileans by saying the number of lithium-battery powered cars that could be produced could run to millions, but will it ever be enough to replace the world’s fleet of vehicles?

      Global car and light truck numbers were put at 806 million in 2007, burning over 260 billion annual gallons of petrol and diesel fuel.

      Since then numbers have risen rapidly in countries such as China, India and interestingly Brazil, where around a quarter of the country’s 30 million cars and light vehicles are now hybrid or ‘flex’ vehicles capable of running on both ethanol and petrol.

      Anderson whose company is interested in helping to develop the Bolivian lithium industry is upbeat on the country’s chances of revitalising its economy, if Uyumi’s resources match expectations, but warns lithium may not turn out to be a panacea for the global auto sector.

      “There is going to be a mix, let’s face it even when you look at those numbers for the electric vehicles, it’s definitely not going to replace the internal combustion engine,” Anderson said.

      President Barack Obama says alternative energy sources are a key part of his strategy to remove the United States’ dependence on Middle East oil, cleaning up the environment and creating jobs, as his country faces the worst economic downturn since the Great Depression.

      Anderson said he thinks the recession may in future be looked back on as a turning point for vehicles running on alternative power such as lithium-powered batteries.

      The advent of hybrid electric vehicles spawned a new generation of batteries, making nickel metal hydride (Ni-MH) batteries the energy storage technology of choice.

      The nickel used is lighter than lead, helping the battery deliver twice the power output for the weight as lead-acid batteries, but the cost of Ni-MH batteries is high – four times that of lead acid.

      Automakers already think they have tapped most of the potential of Ni-MH technology and are moving toward Lithium-ion technology.

      Lighter and more energy dense lithium-ion batteries are widely used in laptop computers, mobile phones and other portable devices.

      TRU forecasts lithium demand will climb around the years 2017-2018 because of consumer demand for electric vehicles. This will be the crucial point at which demand for high purity lithium, approaching 40,000 tpy (against some 16,000 tonnes this year) could meet supply, potentially outpacing it in years to come if not enough new capacity comes on stream.

      Until that point demand for lithium (total inderlying demand for the metal has been around 20,000 tpy in recent years) has been lagging behind supply.

      Though other technologies could still come along, the strength of the lithium-ion battery is said to be its very high efficiency, allowing an electricity conversion rate of 90%.

      Ford, among other car makers, says lithium-ion batteries have incredible potential for the next generation of electrified vehicle and is testing using lithium-ion technology in battery electric vehicles (BEVs).

      “The work is promising,” said Ted Miller, a senior manager at Ford’s Energy Storage, Strategy and Research department.

      “But there are technical challenges, we are still addressing to make lithium-ion technology work in high-volume automotive applications,” he added.

      Currently, lithium battery-powered vehicles are only suitable for short-range driving around cities in smaller cars, running for about 100 kilometres (63 miles) before batteries must be recharged or replaced.

      Also standing in the way of industry development at the moment is the speed at which lithium can be taken from the ground, according to Professor Winters.

      “The question is how fast can you upgrade the mining speed?” he said.

      In a time-consuming process, lithium has to be removed from thousands of metres underground separated from other properties such as magnesium, sodium and potassium before being concentrated.
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      schrieb am 26.02.09 23:45:45
      Beitrag Nr. 457 ()
      Antwort auf Beitrag Nr.: 36.661.970 von 4now am 26.02.09 20:13:26China aims to build largest global rare earth enterprise


      www.chinaview.cn 2009-02-26 23:12:29 Print

      NANCHANG, Feb. 26 (Xinhua) -- China's newly founded rare earth giant said Thursday it will invest 300 million to 400 million yuan(44 million to 58 million U.S. dollars) this year to improve the domestic industry's competitiveness.

      The aim was to become the largest global rare earth enterprise in the next five years, said China Minmetals Rare Earth Co., Ltd. deputy general manager Yang Xinglong.

      The company would expand with the restructuring of mining and processing companies in Ganzhou City, Jiangxi Province, a major rare earth production base, with an investment of 2 billion yuan over five years.

      China Minmetals Rare Earth also aimed for annual sales revenue of 10 billion yuan in five years, said Yang.

      Any oxide of a lanthanide (atomic numbers 57 through 71) is called a rare earth.

      The Ganzhou-based company was founded in late November last year by China Minmetals Nonferrous Metals Co., Ltd, a subsidiary of China Minmetals Corporation, the country's main metals and minerals group, and two private companies in Jiangxi -- Hongjin Rare Earth Co., Ltd. and Dingnan Dahua New Material Resources Co.,Ltd. -- with a registered capital of 837 million yuan.

      China Minmetals Nonferrous Metals owns 40 percent of the company.

      The company had begun improving its finance management and riskcontrol system and drafting its sale policies, Yang said.

      The global financial crisis has dealt a heavy blow to the nonferrous metals industry. Since October last year, domestic rare earth-related products have seen a sharp fall in prices, with that of rare earth mining products down by almost 40 percent from 80,000 yuan to around 50,000 yuan a tonne, according to the Ganzhou Rare Earth Association.

      Many small rare earth companies suffered big losses and had to stop production. All of Ganzhou's 88 rare earth mining plants and 90 percent of its rare earth processing factories had suspended operations, the association said.

      "Our sales revenue was 410 million yuan last year, down 90 million yuan from our target," said Wei Jianzhong, director of Hongjin Rare Earth. "Our revenue would exceed 500 million yuan if there were no economic slowdown.

      "The economic situation poses a severe challenge to the development of a single rare earth company with poor risk control capabilities, while cooperation with a big company with management experience will be conducive to our company's long-term development," he said.

      Rare earths are widely used in the aviation industry and manufacturing. China has a proven rare earth reserve of 52 million tonnes, accounting for about 58 percent of the world's proven reserves. Jiangxi has a prospected reserve of 9.4 million tonnes of heavy rare earth, or 40 percent of the country's total, and Ganzhou accounts for 90 percent .

      The processing capacity of China Minmetals Rare Earth is 8,500 tonnes. When the company is listed on stock market in three to five years, according to the company's plan, the capacity will reach 13,500 tonnes, the world's largest.

      With the 1 billion yuan of sales revenue from Ganxian Hongjin and Dingnan Dahua, the total sales revenue of rare earth products of China Minmetals was about 5 billion yuan last year. The figure is expected to double in five years, also making it the highest globally.

      "As a result of rare earth industry restructuring, China Minmetals Rare Earth's ambition will be encouraging in the domestic industry given the current economic situation, said Lai Zhaotian, secretary general of the Ganzhou Rare Earth Association.

      The creation of a large rare earth enterprise would enhance the added value of rare earth products, promote the efficient development and use of rare earth resources and the role of China's rare earth industry globally, he said.
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      schrieb am 04.03.09 19:01:47
      Beitrag Nr. 458 ()
      Antwort auf Beitrag Nr.: 36.663.318 von 4now am 26.02.09 23:45:45Rare earth demand to rise 50% by 2015 - IMCOA

      LONDON (Metal-Pages) 03-Mar-09. Demand for rare earth oxides is set to increase by more than 50% or 200,000 tonnes per year by 2015, driven by growth in hybrid cars and other industrial and high tech applications, according to Dudley Kingsnorth of the Industrial Mineral Company of Australia (IMCOA).

      Speaking at the annual convention of the Prospectors and Developers Association of Canada, Kingsnorth said demand last year amounted to some 124,000 tonnes of rare earth oxides, with an average price of between $ 9 and $ 11/kg REO, making the industry worth $ 1.25 billion per year.

      The main factor in changing the dynamics of supply and demand is China, which currently supplies some 95% of global demand for rare earths, is limiting exports, with production and export quotas and restrictive export taxes of between 15% and 25%, as well as the withdrawal of the VAT rebate on exports.

      Export quotas for rare earth have been shrinking, for domestic companies by 5% in 2006 another 5% in 207 and as much as 15% in 2008 to a total of 37,189 tonnes, while total export quotas including those for foreign joint ventures have fallen from 65,600 tonnes of REO in 2004 and 2005 to 59,500 tonnes in 2007 and 53,150 tonnes in 2008. As the first quotas issued this year indicate, as reported by Metal-Pages, the trend of reductions in export quotas continues.

      In 2009 to date the Chinese export quotas for domestic enterprises totals only 15,043 tonnes for the first half year, down 34% from last years level, and only Baotou Steel Rare Earth Hi-Tech Company's quota increased by 11%.

      This coupled with limited resources of terbium, dysprosium and yttrium eve in China, means that "there's a very real possibility exports out of China are not going to meet non-Chinese demand," Kingsnorth said.

      Mining quotas have continued to be reduced and there have been environmental constraints on mining, and no new mining licences have been issued recently.

      China is also the world's largest consumer of rare earths, accounting for some 60% of demand and by protecting its raw material resources it is encouraging manufacturers of components that use rare earths to set up their facilities inside the country.

      It has also been seen in the past 12 months strengthening its industry and bringing miners under more centralised control, with the consolidation of miners in Southern China, to avoid disparate mining and underpricing of ionic clay resources, and plans to establish a rare earh concentrates stockpile in Baotou.

      China consumes some 74,000 tonnes of rare earths, most of these in magnets and metal alloys, follower by Japan and the rest of Norhteast Asia, which accounts for 23,500 tpy of consumption and USA which uses about 18,500 tonnes of rare earth oxides per year. The rest of the world accounts for some 8,000 tpy of consumption.

      According to Kinsnorth's estimate, magnets accounts for 26,500 tonnes of rare earth consumption and metal alloys for another 22,500 tonnes, however cataysts for oil refining is another major application, using some 23,000 tpy of REO, more than half of this in the US. Glass and rare earth-based polishes, phosphors and ceramics are other major applications. However new applications range from compact fluorescent light bulbs, to magnets in electrical equipments and wind turbines, to computer and V monitors to hybrid cars and military equipment.

      China's clampdown on exploitation and export of its rare earth resources does however offer opportunities for producers elesewhere to enter the market.

      One of these primary projects is Mountain Pass in the USA, with a proven reserve of 4.3Mt REO, which has obtained new backers in the shape of a joint venture involving Goldman Sachs and Traxys.

      Others at advanced study stage include Avalon Ventures' Thor Lake in Canada, Rare Element Resources' bear lake in the US and Great Western Mineral Group's Hoidas lake in Canada.

      Australia's contenders include Mt Weld which advanced to construction of a processing plant in Malaysia before stalling on financing problems, and Arafura Resources' Nolans Bore project, which has attracted the interest of a Chinese backer. Dubbo Zirconia project run by Alkane Resources, which has a running pilot plant, will have yttrium-rich rare earth oxides as by product of zircon chemical and niobium production. Like Nolans in Australia, Kvanefjeld in Iceland is looking at production of rare earth oxides as by product of uranium mining. If all these project come on stream and achieve full capacity they could provide up to 60,000 tpy of rare earth oxides, which would meet growing demand, estimated at 170,000-190,000 tpy in 2014.

      Vergleichsgraphik siehe nächstes Posting

      China extends its RE domain overseas

      in February Jiangsu Eastern China Non-Ferrous Metals Investment Holding Company reached an agreement with Australia's Arafura resources to acquire 25% of the company's shares.

      The chinese company is a subsidiary of the East China Exploration and Development Bureau, a major mineral exploration, development and mining group based in the Jiangsu province of China.

      Perth-based Arafura Resources will use the A$8.5 milllion cash injection from the two share placements agreed to develop its Nolans Bore rare earths and phosphate project, located 135 km from Alice Springs.

      The deal will enable Arafura to complete its feasibility study and achieve production of uranium and rare earths in 2011, Arafura said.

      Nolans Bore is estimated to contain a resource of 30.3 million tonnes including 848,000 tonnes of rare earth oxides, 3.9 million tonnes of phosphate and 13.3 million lb of uranium.

      It is rumoured that Chinese investors have also expressed an interest in participating in another Australian project, Mt Weld run by Lynas Corp, after the company this month was forced to halt construction work on the project over disagreement with its bondholders, who were blocking its access to the necessary finance to complete the project.
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      schrieb am 04.03.09 19:02:46
      Beitrag Nr. 459 ()
      Antwort auf Beitrag Nr.: 36.700.778 von 4now am 04.03.09 19:01:47Fortsetzung von vorigem Posting

      Die angekündigten Produktionsverdoppelung bei GWG steht in der Tabelle der australischen IMCOA natürlich nicht weil sie natürlich die australisch/chinesischen Explorer pushen müssen....
      Avatar
      schrieb am 05.03.09 19:15:48
      Beitrag Nr. 460 ()
      Europium prices shrug off slow business

      BEIJING (Metal-Pages) 05-Mar-09. Many Chinese suppliers have raised europium oxide prices further in the recent days, although the market has not been as active as expected.

      Suppliers are currently quoting Rmb 2,500/kg($458/kg) for the rare earth oxide, with offer prices of Rmb 2,550/kg also seen in the market, trade sources report.

      However, they suggest that little concrete business has been concluded above Rmb 2,450/kg.

      “Prices of about Rmb 2,400/kg for the rare earth oxide have been visible, while for higher prices, it is still a little difficult to trade the oxide at present," said an executive at a Jiangsu-based producer.

      “But producers who are upbeat on the future market have lifted offer prices to about Rmb 2,500/kg recently,” he added.

      “There have been some small parcels for the oxide concluded at Rmb 2,400-2,450/kg recently, and suppliers have increased offer prices to Rmb 2,500-2,550/kg,” said an official at a Jiangsu-based supplier, revealing prices of about Rmb 2,400/kg would be acceptable for some buyers at present.
      In the meantime, trade sources said prices of about Rmb 165,000/tonne for SmEuGd (samarium-europium-gadolinium), a raw material for europium oxide, have emerged in northern China, supported by tight supply and increases in europium oxide prices.
      It compares with prices of Rmb 158,000-160,000/tonne in recent weeks.


      Yttrium market still weak in China

      BEIJING (Metal-Pages) 05-Mar-09 China’s yttrium market has remained quiet in recent weeks, on slow consumer demand and with suppliers reluctant to sell yttrium oxide at reduced prices.

      Little real 5N yttrium oxide business has been concluded on the domestic market, with trade sources reporting suppliers have quoted Rmb 50,000/tonne ($9,156/tonne) for the rare earth oxide.

      Prices between Rmb 46,000-48,000/tonne continue to be seen in the market for smaller deals, trade sources said

      A Jiangxi-based producer revealed it has held offer prices for the 5N rare earth oxide at Rmb 50,000/tonne.

      “Some material has been concluded at close to Rmb 50,000 and we will not sell the oxide at Rmb 43,000-44,000/tonne any more, although this was possible in January as some suppliers wanted to offload material,” said an executive of the company.

      The source said the market continues to be weak market, amid a lack of demand, sparked by the global economic slowdown.

      Meantime, prices for 99.9% min yttrium have been in a range between Rmb 33,000-35,000/tonne in the past few days, though prices of Rmb 27,000-28,000/tonne were seen towards the end of last year, trade sources say.

      However, prices for 3N min yttrium metal have been relatively stable over recent months, ranging between Rmb 200 and 230/kg.

      Prices of Rmb 190-200/kg have also been reported.


      Neodymium oxide market remains weak
      BEIJING (Metal-Pages) 04-Mar-09.Few transactions for neodymium oxide have been concluded in recent weeks because of dull demand, although some Chinese suppliers have been sticking to higher offer prices.

      Some domestic suppliers have been quoting Rmb 75,000-80,000/tonne( $ 12,631-13,473/tonne) for the 99% min rare earth oxide and are unwilling to accept prices beneath Rmb 75,000/tonne, while transacted prices of about Rmb 70,000/tonne and even in a much lower range of Rmb 66,000-67,000/tonne have also been visible in the market.

      A Guangdong-based producer confirmed having concluded a very small deal at Rmb 70,000/tonne for neodymium oxide. “Prices of Rmb 72,000-73,000/tonne have also been reported, albeit with very limited purchasing quantities,” said the source.

      A Baotou-based producer, however, claimed that it has been holding prices for the 99% rare earth oxide at about Rmb 67,000/tonne. “Consumption has been seriously affected by the global economic slowdown, and we have only traded a few small parcels in recent weeks,” said an executive of the northern producer.

      According to the executive, prices for 99% min neodymium metal have been steady at about Rmb 95,000/tonne recently, unchanged over past weeks although prices of around Rmb 93,000/tonne have also been heard.
      Avatar
      schrieb am 05.03.09 20:40:29
      Beitrag Nr. 461 ()
      Antwort auf Beitrag Nr.: 36.661.941 von 4now am 26.02.09 20:09:42Geology: Rare earths geology, deposits and economic assessment
      By Jack Lifton
      05 Mar 2009 at 09:39 AM GMT-05:00

      Laissez-faire capitalism is alive and well in the rare earth mining sector of the United States, Canada, Australia, and South Africa.



      Laissez-faire capitalism is alive and well in the rare earth mining sector of the economies of the United States, Canada, Australia, and the Republic of South Africa. None of these top tier industrial economies issues or funds government mandates for the exploration for, production of, or production of end-use products of the rare earth elements and/or thorium. Thus the world’s most competent, experienced, and educationally qualified mining exploration and engineering groups, have only the “free” marketplace to look for funding for such endeavors. The governments of some other nations, particularly, China, but also now including Korea and Japan as well as, most recently, the central governmental regulatory bodies of the European Union take a more pro-active role in securing for themselves, for their domestic use, supplies of materials that they consider critical to their heavy and high tech industries and to their military-industrial complexes. The rare earth elements and thorium are at the top of everyone’s list in the pro-active countries. The same is true for the “reactive” countries, such as today’s USA, Canada, and Australia, but the strength of the reaction has not yet been effective in producing civilian or military sector funding for rare earths or thorium.

      The National Academies, www.nationalacademies.org, the current name for the combined single successor to the former United States’ National Academies of Science, Engineering, and Medicine is responsible to the U.S. Congress, from which it receives its funding, for advising the legislative branch and any other branch it, the legislature, designates on matters within its purview as requested by members of the House or Senate most often in regard to legislation being proposed to regulate an area of science, engineering, or medicine.

      In October of 2007 the National Academies published a book entitled “Minerals, Critical Minerals, And The U.S. Economy,” http://www.nap.edu/catalog.php?record_id=12034, which was an analysis of a two year long study by a group consisting mostly of academics but which also included some selected representatives of the U.S. mining and manufacturing industries. The study identified not only which minerals and metals were critical, i.e., which ones were the bases of technologies that could not be actualized as practical devices without them, but also set out criteria for assessing the impact of the interruption of their supply on U.S. industry, the general economy, and, in an additional volume, “Managing Materials for a Twenty First century Military,” http://www.nap.edu/catalog.php?record_id=12028, on the capability of the U.S. military to be effective in the event of the interruption of the supply of critical materials. For today’s discussion I want to reproduce the Mission Statement designated as the “Statement of Task” for the first study:







      “Statement of Task

      Understanding the likelihood of disruptive fluctuation in the supply of critical minerals and mineral products for domestic applications, and making decisions about policies to reduce such disruptions, requires thorough understanding of national and international mineral sources, mineral production technology, the key uses of minerals and mineral products in the United States economy, and potential impediments to the mineral supply.

      This study will:

      Identify the critical minerals and mineral products that are essential for industry and emerging technologies in the domestic economy (addressed in Chapters 1-3 and in culminating discussion in Chapter 4);

      Assess the trends in sources and production status of these critical minerals and mineral products worldwide (addressed in Chapters 3 and 4);

      Examine the actual or potential constraints, including but not limited to geologic, technological, economic, and political issues, on the availability of these minerals and mineral products for domestic applications (addressed in Chapters 3 and 4);

      Identify the impacts of disruptions in supply of critical minerals and mineral products on the domestic workforce and economy (addressed in Chapter 2);

      Describe and evaluate the current mineral and mineral product databases and other sources of mineral information available for decision making on mineral policy issues (addressed in Chapter 5); and

      Identify types of information and possible research initiatives that will enhance understanding of critical minerals and mineral products in a global context (addressed in Chapter 5).”

      I want to address item 3 above, because when it is analyzed in further detail, it exposes a serious flaw in strategic planning, which is that prior to assessing the impact of geological, technological, economic, and political issues on the availability of critical minerals it is first necessary to assess the credibility of the numerical data, which is the basis of your analysis. In layman’s terms it comes done to:

      Is the data accurate,

      Is it complete,

      Is the provider truthful, or

      Is the provider truthful but incapable of being correct due to ignorance, lack of the appropriate scientific background, incompetence, or inability to assess or measure the credibility of either the data or its provider of that data, and

      In any of the cases above is there any hidden agenda coloring the transparency of the data?

      In the case of the rare earth metals the simple fact that, as of this writing, it is commonly stated, and it is true, that more than 95% of their total global supply today is produced in the People’s Republic of China should be enough to set off alarm bells in the strategic planning offices or departments of governments and private businesses, because even if you ignore, for the moment, the issue of whether or not the world of trade is “flat,” i.e., whether or not China will always sell and deliver its resources to the highest bidder, which is the free market capitalist ideal, transparency has never been a hallmark of China’s dealings with outsiders, and when we accept data on resources and reserves from the PRC not only are we facing an unknown degree of data filtration for reasons of commercial competitive advantage, with which we are all, or at least should be, familiar, but also we are facing the filtering imposed by a government that mandates that if a resource level has been declared to be present by a mining operation then that operation will be required to either produce a certain minimum amount or be faced with losing its access to markets and finance through a reduction in its next production allocation. The simple fact of life that failure to meet government imposed production allocations may lead to loss of position without any hope of redeeming one’s economic (job) status or social status is far more important to a Chinese manager than accuracy in reporting the reserves upon which that allocation was based.

      In China if you set your goals lower by fudging what you think you have, or can actually produce, and then meet your goal, set for you by and in the five year plan, you have been successful.

      As recently as 1993 today’s situation, China as a the ultimate monopolist in rare earths, was far from obvious, and was not even considered likely by western observers.

      In a joint survey of the rare earth’s industry published in 1993 as “International Strategic Minerals Inventory Summary Report- Rare-Earth Oxides, U.S. G.S. Survey Circular 930-N it was stated after a detailed analysis of the then known data on rare earth resources and reserves that:

      “The country having the greatest potential for REO (rare earth oxides-the commonly used identifier for this category) production is South Africa, which could produce 41,280 metric tons per year as compared to an actual production (1993) of 700 metric tons per year; this would be an increase of approximately 59 times the present production. The United States has the capacity to produce about 32,764 metric tons per year, which is a 50% rise over the 1989 actual production of 21,875 metric tons per year. China could undoubtedly produce more REO than is reported, especially if Bayan Obo steel slag could be successfully treated. Australia could produce 11,462 metric tons per year, about half again the present rate, if Olympic Dam and some of the placer operations introduced REO mineral recovery plants. REO output in Brazil could be raised by a factor of five with little trouble.”

      The difference in the quality and credibility of the data apparently was enough to cause the authors of this study, financed by the UN and the most credible commodity mineral data reporting agencies in the USA, Canada, Australia, The UK, and Germany to not state or estimate, quantitatively, their conclusions about future Chinese production in 1993.

      But even before that it was clear to western educated and trained geologists familiar with mining in the Soviet Union that China was far too unsophisticated to provide reliable data on its potential mineral resources. A geologist colleague of mine told me that as he traveled across that part of the Soviet Union’s mining landscape which it was permitted for a foreign, Canadian, visitor to see he was struck even thirty years ago by the quality of the data being obtained as deposits were mapped meticulously while, in stark contrast, his conversations with Russian and other Soviet mining exploration personnel revealed that plate tectonics was not “officially” taught in Soviet universities that were training geologists. Soviet era geologists were thus not very good at the theoretical bases for exploration, he said, and to advance in the political hierarchy one did not disagree with official geological “doctrine.” Those who advanced the use of new or foreign ideas rarely got the resources to test those ideas. No one could benefit officially for example from discovering or developing a gold mine, so those mining cooperatives that did find easily fungible resources were engaged in a constant battle with bureaucrats and corrupt officials for scarce equipment, supplies, and skilled labor for all of which they traded with other similarly situated enterprises outside of the official economy. It goes without saying that “official” data on Soviet mineral resources and reserves were a total fabrication produced in Moscow to showcase Soviet “progress” frequently with scant regard to the data even for proven resources.

      When Mao Zedong succeeded in overthrowing China’s literally mandarin bureaucracy and its last outright autocratic successor to the Ming dynasty, Chiang Kai-Shek in 1949, It stands to reason then, and it was true, that in the much more unsophisticated and sparsely populated Chinese mining space, as we would now call that industry, data on resources and reserves was non-existent on a public or survey level. Mao welcomed “fraternal” Soviet geologists who came to “help.” In fact we now know that these Stalin-era geologists were thoroughly politicized and that they came to map out Chinese resources as a source of cheap raw materials for Soviet industry.

      In surveying the iron ores of Bayan Obo for the purpose of setting up a contained, vertically integrated, and thus hidden from prying Western eyes, steel industry it seems that Soviet geologists familiar with deposits in the Kola peninsula of the Soviet Union noted and brought to the attention of the fraternal colleagues they were training in Soviet style exploration drivers that the Bayan Obo iron was a rich source of bastnaesite, the most common hard rock ore of the rare earth elements. The rest is a convoluted history of fraternal cooperation and is best left for a spy novel featuring Chinese students at Kola trying to fit Russian mining, extraction, and separation techniques from there to the operations at Bayan Obo, where rare earth production was primitive, labor intensive, and subject to the whims of the commissars overseeing the planning and operations of the Baotou Steel Works, a great showcase of the strength of the people and the party under Chairman Mao and not to be interfered with lightly.

      By 1997 when Deng Xiaoping’s dictum that “The middle east has oil, we have rare earths” had filtered to the local level in Bayan Obo a short lived cooperation allowed an American survey team from the USGS in concert with China’s Ministry of Metallurgical Industry, to go to Bayan Obo and issue for public consumption:

      “The Sedimentary Carbonate-Hosted Giant Bayan Obo REE-Fe-Nb Ore deposit of Inner Mongolia, China: A Cornerstone Example For Giant Polymetallic Ore Deposits of Hydrothermal Origin. I am certain that this title was first written in Chinese to emphasize that theirs was a lot bigger than any of ours; it is traditional in the orient to write like this.

      That 1997 study concluded that:

      “on the basis of reported estimates of total reserve(s) of 48 million metric tons (average grade 6 wt. percent Re2O3 , Drew and others, 1990) to as much as 100 million metric tons of Re2O3 of unspecified average grade (unofficial estimate from Chinese colleagues, oral comm.., 1987), Bayan Obo is the world’s largest known REE deposit.

      The report continues that “although the [total] size has not been disclosed in the Chinese literature… [it has been acknowledged based on unreported drilling data] that Bayan Obo is China’s largest niobium deposit.”

      What don’t we know about Chinese resources and reserves of REOs? We’re on the way to finding out.

      I will continue this discussion in the coming year. The point I am making is that western businessmen who base their long term supply requirements for rare earths not only on continued access to Chinese production of rare earths but on Chinese produced studies of resources and reserves as well as the idea that Chinese miners and refiners economically competitive with western operations are walking on thin ice.

      Recent Chinese actions in the non-Chinese rare earth mining space make it suspiciously likely that China itself needs rare earths from the outside. Next week I’ll discuss what this means for the future of technology based products in the west.
      Avatar
      schrieb am 05.03.09 20:54:10
      Beitrag Nr. 462 ()
      Antwort auf Beitrag Nr.: 36.709.564 von 4now am 05.03.09 20:40:29March 4, 2009
      Braking Wind: Where's the Neodymium Going To Come from?Author of this analysisJack Lifton
      Managing Director, Jack Lifton, LLC


      Implications: It has been estimated that to build the latest and most efficient one megawatt capacity wind turbine powered electric generator requires one ton of the rare earth metal neodymium for use in a permanent magnet made from the alloy neodymium-iron-boron. The total amount of neodymium produced annually in the USA is at most 600 tons, and all of it is used already to build nd-fe-b magnets for various applications. The current US installed capacity for electricity generation is 1,000 gigawatts (a gigawatt is 1000 megawatts), of which 0.6%, 6 gigawatts, is generated from wind turbines. The global annual production of neodymium, essentially all of which is mined in China, is today at an all time historical high of 26,500 metric tons.

      Analysis: If wind powered turbines are to be used to generate electricity in the USA, and if those turbines are to use the lightest weight most efficient electric generators then each megawatt of capacity will require one tone of neodymium.

      There is no significant neodymium production surplus.

      Therefore the neodymium would have to be obtained from new production and such production would have to be over and above the total projected demand for 2014 already estimated at 38,000 metric tons, 50% greater than today's production and demand.

      The only possible sources for this extra production would be:

      1. Lynas Corp (Mt. Weld, Australia),
      2. Arafura, Ltd (Nolan's Bore, Australia)
      3. Molycorp (Mountain Pass, california)
      4. Great Western Minerals Group, Ltd. (Hoidas Lake, saskatchewan, Canada),
      5. Avalon Rare Metals (Thor Lake, Northwest Territories, Canada), or
      6. Thorium Energy, inc. (Lemhi Pass, Idaho).

      Not a single one of the above mining ventures has yet produced a single gram of commercial rare earth metal, although numbers 1 and 2 above are claimed to be 'ready to go," and 3 above was until 2000 a producing mine, which in 1994, for example, was the world's largest single point rare earth mining and refining operation with an annual total production of 20,000 metric tons.

      Companies number 4,5, and 6 above are all in the process of validating resources and reserves and developing refining processes.

      Various factors have recently brought the physical operations of all of the above companies to a halt, so that at the present time there is no foreseeable alternative to Chinese sourcing for rare earth metals at any date certain in the near term.

      China does not have any known plans to divert any of its present or near term neodymium production to foreign manufacturers for the production of large scale permanent magnets for American wind turbine electricity generation.

      Therefore American wind turbine electric power generation must be on hold unless it is to be accomplished using outmoded, outdated, and therefore very inefficient and expensive iron based magnet technology.

      There is no point in getting excited about building the structural components for wind power electricity generation in Michigan or anywhere else if the turbine generators cannot be built due to natural resource limitations.

      Perhaps the brilliant minds of Wall Street and Washington should revisit their knee-jerk opposition to American mining, before they make plans for renewable energy sources.
      Avatar
      schrieb am 06.03.09 15:40:06
      Beitrag Nr. 463 ()
      Antwort auf Beitrag Nr.: 36.709.671 von 4now am 05.03.09 20:54:10Rare earth weekly roundup---- Dysprosium continues to firm

      BEIJING (Metal-Pages) 06-Mar-09. This week dysprosium prices have been firming up in China although market players have reported that little real business has been concluded. Elsewhere in the praseodymium/neodymium metal market some producers have raised their prices in the past few days despite the low prices in the domestic market.

      Minmetals Rare Earth (Ganzhou) Co., Ltd has recently announced that the company will invest Rmb 2 billion ($293 million) over the next five years to become the largest rare earth group in the world, the investment will be across the board in rare earth mining, processing and applications.

      The company will gradually enlarge its rare earth separating capacity to 13,500 tpy in the coming five years, from the current 8,500 tpy separating capacity for ion-absorbed rare earths, which will enable it to become the world's number one rare earth processor.

      An executive from the company also reported that Minmetals will invest Rmb 300-400 million this year in Jiangxi Ganzhou to consolidate local ion-absorbed rare earth resources and some separating facilities.

      DYSPROSIUM

      Prices for dysprosium oxide have remained on the upward track over the past week although some market participants remain concerned about the recent decrease in prices. Suppliers have increased their offer prices for 99% min dysprosium oxide to Rmb 570-580/kg ($104-106/kg) in the past few days, and business has been concluded at around Rmb 550/kg.

      Many market participants believe that prices for dysprosium oxide in the Rmb 500-600/kg range are reasonable for both producers and consumer. However, some sources are concerned that investors who bought the oxide at prices of less than Rmb 450/kg in January will use the current price rise to take their profits, which could stall any price rise. Despite that possible availability of investor material the current domestic supply in China is expected to remain relatively tight as many producers remain idled.

      Prices for ferro-dysprosium (Dy 80%) have also moved up to around Rmb 600/kg in recent days, supported by the increase in prices of dysprosium oxide.

      PRASEODYMIUM/NEODYMIUM

      Prices for praseodymium/neodymium have been relatively stable this week. Business for 99% min praseodymium/neodymium oxide has been reported between Rmb 60,000-62,000/tonne ($10,105-10,441/tonne), similar to prices seen towards the end of last month. Prices for 99% min praseodymium/neodymium metal remain around the Rmb 85,000/tonne ($15,560/tonne) level despite some producers having raised their offers to Rmb 90,000-92,000/tonne ($16,475-16,841/tonne) recently.

      NEODYMIUM

      Few transactions for neodymium oxide have been concluded in recent weeks as demand remains dull, although some Chinese suppliers have been keeping their offer prices high.

      Some domestic suppliers have been quoting Rmb 75,000-80,000/tonne ( $ 12,631-13,473/tonne) for the 99% min rare earth oxide and are unwilling to accept prices beneath Rmb 75,000/tonne, whilst in the market business has been concluded at Rmb 70,000/tonne with some business reported down to Rmb 66,000-67,000/tonne

      EUROPIUM

      Many Chinese suppliers have recently raised their europium oxide prices although the market has not been as active as expected. Suppliers are currently quoting Rmb 2,500/kg($458/kg) or even up to Rmb 2,550/kg, however it is reported that little concrete business has been concluded above Rmb 2,450/kg.

      “Prices of about Rmb 2,400/kg for europium oxide are currently available making it difficult for the higher prices to attract any interest," an executive at a Jiangsu-based producer said.

      YTTRIUM
      China’s yttrium oxide market has remained quiet in recent weeks, as consumer demand remains slow and producers are reluctant to sell at reduced prices

      Little real 5N yttrium oxide business has been concluded in the domestic market; with trade sources reporting that suppliers are quoting Rmb 50,000/tonne ($9,156/tonne) for the rare earth oxide. Prices between Rmb 46,000-48,000/tonne continue to be seen in the market for smaller deals.

      Meantime, prices for 99.9% min yttrium have been in a range between Rmb 33,000-35,000/tonne in the past few days, up from the Rmb 27,000-28,000/tonne level, seen at the end of last year.

      However, prices for 3N min yttrium metal have been relatively stable over recent months, ranging between Rmb 200 and 230/kg, although prices in the Rmb 190-200/kg range have also been reported.

      LANTHANUM/CERIUM

      Chinese domestic suppliers have continued to raise their prices for lanthanum/cerium chloride in the past few days, although many downstream buyers remain cautious. Prices for lanthanum/cerium chloride (La 35%, Ce 65%) have moved up to either side of Rmb 6,500/tonne ($1,095/tonne), compared to Rmb 5,800-6,000/tonne seen in the middle of last month.
      Avatar
      schrieb am 10.03.09 22:04:49
      Beitrag Nr. 464 ()
      Antwort auf Beitrag Nr.: 36.716.230 von 4now am 06.03.09 15:40:06The Potential For An Electrified Future For Ford Depends On Lanthanum and Lithium The Supply Of Which To Ford, In The Quantities Required, of Neither Of Which Is Assured.
      March 9, 2009

      PrintEmail to a FriendAnalysis by: Jack Lifton
      Analysis of: Ford CEO Mullaly expects "major portion" of Fords will be electric within a decade
      Published at: www.autoblog.com
      Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

      Implications
      The CEO of the Ford Motor Company doesn't seem to worry about supply or value chain dynamics for the critical raw materials for the batteries or the electric motors that his company, Ford, would need its suppliers to have access to in order for Ford's future to be electrified

      Analysis
      The total global new production of lithium, stated as metallic lithium, in 2008 was 21,000 metric tons of which, perhaps, as much as 5,000 tons was surplus for which there was no demand.

      Of the 16,000 tons, which was produced and consumed, some 25%, 4,000 tons, were used to manufacture lithium-ion batteries for personal electronics, power tools, and mass storage; Only a negligible amount was used to hand build battery power packs for vehicular electrification. It is stated often by lithium-ion battery vehicle electrification proponents that the use of lithium for batteries is increasing by 25% a year. What is left unstated is that this growth is in the first categories mentioned above not in the building of vehicular electrification battery packs.

      A battery pack such as is proposed for the Chevrolet Volt by LG would contain, perhaps, one kg of lithium, so that there was enough surplus lithium produced in 2008 to manufacture 5,000,000 Chevrolet Volt sized battery packs without interfering with the supply of lithium for other existing uses.

      It is likely that lithium production for 2009 will be less than it was in 2008, because demand for all existing uses of lithium is going to be less in 2009 than it was in 2009 and this will mean that marginal operations will cease production as prices drop towards or below fixed costs.

      New lithium production from brine, which was well underway at the world's largest producer of lithium from brine, Chile's SQM, was set to increase SQM's production from 9,000 to 14,000 tons, calculated as lithium metal, by next year,2010. It is unlikely that this timetable will be kept by SQM in a severely depressed market already in oversupply, and even if new production is planned for other brine sources such as those in Nevada, Argentina, and Bolivia, as well as in China, none of this production can begin in less than 2 to 6 years even if it were completely financed today, which is extremely unlikely in this market.

      Ford at the moment offers no hybrids, plug-in hybrids, or electric cars utilizing lithium-ion batteries, and even if the company should immediately choose a lithium technology for development it will be years before the market has indicated whether or not short range plug-in hybrids have any hope of significant share or whether or not the cost and performance of a lithium-ion battery technology can be justified well enough to be attractive to buyers.

      Ford today, because of the above reasons has chosen to go forward with mass produced hybrid vehicles utilizing proven, durable, long lived nickel metal hydride batteries, the costs of which today have tumbled to less than $3,000 at retail, less than 1/3 of the most optimistic projections for a mass produced lithium-ion battery!

      Ford, however, although it is lightyears ahead of GM and Chrysler in vehicle electrification is only third in the global race to produce hybrids based on nickel metal hydride battery technology, and its purchasing group has nowhere near the sophistication of global leaders, Toyota and Honda, when it comes to sourcing the rare earth metals lanthanum and neodymium, which are critical for the manufacturing of nickel metal hydride batteries and of the large electric motors needed to propel electrified cars.

      The basic problem is that the global production of lanthanum and neodymium, both, are today entirely in China. In 2008 about 25,000 tons of neodymium and 31,000 tons of lanthanum were produced. Neither metal is in surplus and supply equaled demand in 2008.

      Current production nickel metal hydride battery packs for the Toyota Prius use at least 12 kg of lanthanum each., perhaps as much as 15. But let's simply use the 12 kg figure to illustrate Ford's dilemma.

      Toyota announced in 2008 that it intends to triple its production of nickel metal hydride battery packs for a Prius size vehicle, of which it will also triple production, by the end of 2011. This will bring Toyota's production of battery packs and Prius size vehicles to 1,000,000 annually by the end of 2011. Honda has begun selling its Honda Insight "Prius fighter," and says it hopes to sell 500,000 a year by the end of 2011. Ford will as of this May have four nickel metal hydride battery using vehicles in its lineup, and projects total sales of these hybrids at 250,000 annually by the end of 2011.

      Assuming the lower end figure of 12 kg per nickel metal hydride battery pack is correct this means that there will be new additional production in 2011 of nearly 1.5 million hybrid vehicles using nickel metal hydride battery packs-there were about .5 million sold in 2008 most of them being Toyota Priuses.

      The additional production of nickel metal hydride battery packs in 2011 for the additional vehicle production will require an additional production of 18,000 metric tons of lanthanum, which could only be done today by increasing Chinese total rare earth production by 72,000 metric tons per year, since lanthanum constitutes only an average of 25% of the total of rare earths mined today in China's Bayanobo region. This would mean that Chinese production of total rare earths in 2011 would be nearly 37% higher than 2008 total production, the highest rare earth total production for one year in history.

      Even if such an increase were possible it is very unlikely that it would be done in China simply for the salvation of the product plans of Japanese and American vehicle makers.

      It is possible that enough production could be brought on line outside of China so that along with the expected Chinese increase such a production goal, 18,000 metric tons of new lanthanum production, could be reached, but this would require that recent events in Australia and California, which have halted production in Australia and slowed done a restart in California, could be reversed almost immediately. This shows no likelihood of happening.

      Those who argue that lithium-ion batteries will obviate the need for any increase in nickel metal hydride batteries seem to have ignored the fact that even if this silly conjecture were true in the short term there would still need to be an increase in the production of neodymium for the permanent magnets of the electric motors to be used to propel electrified cars which such increase is as unlikely in the near term as is the needed increase of the production of lanthanum for nickel metal hydride batteries and for exactly the same reasons-the massive increase in total output of rare earths necessary would in any case take many years to achieve and without non Chinese production being brought on line is most likely impossible in less than a decade.

      The conclusion is that electrified cars in large enough numbers to impact the market could not be produced until at least the 2020s and then only if large non Chinese sources are developed.

      Lithium production increases for vehicle battery use is possible if and when the demand is there, but the production of sufficient nickel metal hydride batteries and electric motors not only for vehicle propulsion but also for wind generators is and always will be limited by the peak of rare earth metals annual production.

      Notwithstanding Mr. Mulally's bold and unsupported by any facts prediction of a majority of Ford's vehicles being electrified in 10 years time it is not possible for this to occur unless the Ford Motor Company were to obtain for its exclusive use all of the increased production of rare earths in the next ten years as well as most of the increase of the production of lithium in the case that lithium-ion batteries prove to be generally useful in vehicle electrification.

      Those who disagree with me usually use appeals to emotion and other such logical fallacies to do so rather than quantitative information about total production and end use figures for rare earths and lithium.

      I welcome debate on this topic, because I think that predictions such as those by Mr. Mulally are causing enormous amounts of money and time to be wasted and are contributing to the downfall of the American OEM automotive industry. We need to understand that the overwhelming majority of motor vehicles which will be produced in the next 15 years will be powered by internal combustion engines using gasoline and diesel fuels.

      The elctrification of the private passenger carrying vehicle, unless it is by lead-acid battery technolgy, is a resource limited fantasy if currenlt understood technologies are all taken into account.
      Avatar
      schrieb am 11.03.09 20:26:52
      Beitrag Nr. 465 ()
      Antwort auf Beitrag Nr.: 36.741.523 von 4now am 10.03.09 22:04:49vermutlich wars das mit Krise
      Überschrift von metal pages von heute
      Chinese producers hike Pr-Nd offer prices further
      Avatar
      schrieb am 11.03.09 22:52:42
      Beitrag Nr. 466 ()
      Antwort auf Beitrag Nr.: 36.748.768 von 4now am 11.03.09 20:26:52Reich wie Saudi-Arabien?
      Begeistert spricht Morales von den Schätzen der Anden, wo mehr als die Hälfte der Lithium-Vorkommen der Welt liegen. Sie könnten Bolivien "reich wie Saudi Arabien machen", heißt es. Das Leichtmetall wird für Batterien von Handys und Autos benötigt. Zur Förderung muss viel Geld investiert werden. "Dafür suchen wir Partner, keine Herren", so Morales zum Standard. China und Japan seien interessiert. Die französische Firma Bolloré wolle in Bolivien sogar Elektroautos bauen. Aber der Staat werde nie mehr die Kontrolle über die Bodenschätze aufgeben. Schon gar nicht jetzt, wo man den Zusammenbruch des Neoliberalismus erlebe. (Erhard Stackl/DER STANDARD, Printausgabe, 12.3.2009)
      Avatar
      schrieb am 11.03.09 22:57:57
      Beitrag Nr. 467 ()
      Antwort auf Beitrag Nr.: 36.748.768 von 4now am 11.03.09 20:26:52Under pressure, atoms make unlikely alloys
      Washington, D.C.—Ever since the Bronze Age, humans have experimented with combining different metals to create alloys with properties superior to either metal alone. But not all metals readily form alloys – for some pairs of elements the atoms are too dissimilar. Now researchers in an international team have discovered that previously impossible alloys can be created by subjecting atoms to high pressure―opening up possibilities for new materials in the future.

      Previous studies have shown that at pressures thousand of times larger than atmospheric pressure atoms change their properties and combine under different rules, creating new materials. But the cerium-aluminum alloy produced at the Carnegie Institution's Geophysical Laboratory breaks new ground in the development of alloys.

      "The boundary has been pushed before— but not to this extreme," says Carnegie's Ho-kwang Mao, who with Jian-zhong Jiang of the International Center for New-Structured Materials, Zhejiang University, China, led the research team which also included scientists from Stanford University and Uppsala University, Sweden. The results are published in the Proceedings of the National Academy of Sciences*.

      Most alloys are what is called "substitutional alloys," meaning that the atoms of the two metals are randomly intermingled within a single atomic structure. But this can only happen if the two types of atoms are approximately the same size and have nearly the same electronegativity (propensity to attract electrons). By these criteria, known as the Hume-Rothery rules, cerium and aluminum are incompatible. Both cerium and aluminum form many useful alloys with other metals. But cerium atoms are 28% bigger than aluminum atoms, and have a significantly lower electronegativity. The two elements can form chemical compounds together, as well disordered mixtures called metallic glasses, but a cerium-aluminum alloy appeared to be off limits.

      When high-pressure experiments on a sample of cerium-aluminum metallic glass began to show the properties of an alloy, the research team took notice. At 25 gigapascals (approximately 250,000 atmospheres) of pressure the mismatched atoms overcame their differences and settled into a single crystal structure. "It wasn't totally unexpected ," says Mao. "Usually when you apply pressure in a case like this the bigger atom becomes smaller, but normally by just a few percent, not enough to allow an alloy to form."

      In the case of cerium, however, pressure causes the atoms to shed some of their outermost electrons, making the electrons "delocalized". The delocalization of the electrons not only changes the electronegativity of the cerium atoms, it causes the atoms to collapse in volume by 15%. The net result is that both size and electronic structure are put in range that the cerium and aluminum atoms can comfortably nestle together, forming an alloy.

      "This is a very important result in which two very different atoms can have the difference erased by the pressure effect," says Mao. "The second interesting thing is that it's quenchable, meaning that when we release the pressure the alloy persists. A lot of high pressure materials can be made, but once the pressure is reduced they go back to their original form. You cannot make anything useful from those materials. But this alloy is quenchable, so that creates possibilities."

      The researchers are currently investigating the properties of the new alloy. One key finding is that after quenching, the delocalized electrons become localized again, suggesting that the alloy may retain some of cerium's magnetic properties. Rare earth elements such as cerium are components of the strongest known magnets. The new alloy could also have novel electronic and mechanical properties.

      Mao notes that the success in producing this new alloy implies that other potentially useful combinations can be made under high pressure. "Aluminum is an archetypal material which has a small atoms and forms many alloys with other elements with small atoms," he says. "These other elements, such as magnesium, can probably also form alloys with cerium. So this result will open a lot of doors for new materials to study."
      Avatar
      schrieb am 11.03.09 23:03:32
      Beitrag Nr. 468 ()
      Antwort auf Beitrag Nr.: 36.748.768 von 4now am 11.03.09 20:26:52Huge Growth Seen for Large-capacity Li-ion Batteries in Japan, Firm Says
      Mar 10, 2009 18:57


      Japanese domestic market for large-capacity secondary batteries
      Fuji Keizai Co Ltd, a Japan-based research firm, announced the results of market research on large-capacity secondary batteries used in large products such as electric power tools, power-assisted bicycles, automobiles and power storage systems, as well as on the materials used in the batteries.

      The research covers 35 products in four areas, automobiles/transport machines, power storage/load leveling, home appliances/DIY tools and industrial machines/machine tools.

      According to Fuji Keizai, the Japanese domestic market for large-capacity secondary batteries is expected to reach ¥313.6 billion (approx US$3.18 billion) in fiscal 2008, an increase of 3.2% year-on-year. It forecasts that the market will total ¥532.1 billion in fiscal 2014, an increase of 69.7% compared with fiscal 2008.

      Currently, lead-acid batteries account for more than 50% of the market, but the company expects that nickel-metal hydride (NiMH) secondary batteries will surpass lead-acid batteries by 2014 due to the expanding demand for hybrid cars, etc. It also released a promising forecast for the lithium-ion secondary battery and electric double layer capacitor markets.

      Fuji Keizai estimates that the Li-ion secondary battery market will grow most significantly by fiscal 2014, with a 552.4% increase compared with fiscal 2008 to reach ¥94.6 billion. The second most promising market is the one for electric double layer capacitors, which is expected to reach ¥11.1 billion, up 311.1% from fiscal 2008. The NiMH battery market is expected to grow by 130.1% against fiscal 2008 to ¥207.8 billion.


      NiMH and Li-ion secondary batteries to grow in the automobile/transport machine area

      By type of battery, the Japanese domestic market for Li-ion secondary batteries is expected to reach ¥14.5 billion in fiscal 2008. More and more Li-ion secondary batteries are being used in all areas, for example, to replace NiMH secondary batteries, nickel-cadmium (NiCd) batteries and lead-acid batteries, Fuji Keizai said.

      By category, the automobile/transport machine area and the home appliance/DIY tool area will account for 53% and 46%, respectively, of the market. At present, the main application in the automobile/transport machine area is for use in power-assisted bicycles. From 2011 and onward, when the use of Li-ion secondary batteries in hybrid cars will go into full swing, the automobile/transport machine area will be rapidly expanded, according to the company.

      The Japanese domestic market for NiMH secondary batteries is estimated to reach ¥90.3 billion in fiscal 2008. The automobile/transport machine area will account for more than 90% of the market, Fuji Keizai said. And the percentage will further increase because of the growing demand to use NiMH secondary batteries in hybrid cars, according to the company.

      Meanwhile, the power storage/load leveling area is expected to account for a small market share in fiscal 2014, although field tests of photovoltaic and wind power generation are being conducted, the company said.

      The Japanese domestic market for electric double layer capacitors will total ¥2.7 billion in fiscal 2008, according to Fuji Keizai. The company expects that the automobile/transport machine area will account for 53% of the market, while the industrial machine/machine tool area will account for 42%. Demand for electric double layer capacitors as backup power (auxiliary power for electronically controlled brake systems) in hybrid cars is soaring, according to the company.

      Also Fuji Keizai forecasts that, from 2009 or 2010, electric double layer capacitors will begin to be used on a full scale for starters of cars equipped with idle reduction systems. Thus, the automobile/transport machine area is expected to grow in the future. In the industrial machine/machine tool area, electric double layer capacitors are increasingly being used in uninterruptible power systems (UPS), the company said.
      Avatar
      schrieb am 11.03.09 23:06:53
      Beitrag Nr. 469 ()
      Antwort auf Beitrag Nr.: 36.748.768 von 4now am 11.03.09 20:26:52
      Posted : Wed, 11 Mar 2009 03:12:17 GMT

      Hamburg - Will millions of electric eco-cars one day solve our climate and energy problems? If batteries are charged with renewable wind and solar energy, electric cars are currently the cleanest on the road. But most batteries are made of lithium, a finite and expensive natural resource, which prompts sceptics to question the ambitious plans of many car makers. Some analysts are already sounding warnings that the latest lithium-ion battery technology will at best occupy a small niche market. Lithium is a limited natural resource with most deposits in Bolivia, Chile and some in Australia and Tibet.

      A strategy expert at the Paris ESCP-EAP campus, Professor Frederic Frery, points out that even if the current total lithium production of 25,000 tonnes annually is used for electric car batteries, this would only suffice for 1 million of the 50 million new cars sold annually.

      "If all the lithium were used for electric cars the resource would only be enough to last for 10 years," he warns.


      Lithium is a lightweight metal with a high energy density that has long been used for laptop and mobile phone batteries. Tesla and other manufacturers of electric cars are also using the metal for the manufacture of lithium-ion batteries that take up less space, weigh less and extend the range of electric vehicles.

      Bolivia, one of the poorest Latin American countries, has the world's largest deposits of lithium carbonate in the Uyuni salt lake region. Bolivian President Evo Morales wants state-control of what is considered potentially "white gold". The price of lithium has more than doubled in the past five years as demand increases.

      Nevertheless, several car makers and governments have ambitious electric car plans. BMW is currently leasing a fleet of 500 electric MINIs with a lithium-ion battery pack positioned in the space normally occupied by the rear seat. The cars have a range of 240 kilometres.

      The United States government has earmarked 2 billion dollars for investment in hybrid and electric car technology.

      Germany is earmarking 500 million euros for electric vehicles and their supply with energy. General Motors is planning to mass-produce its Volt electric vehicle in 2010. The Japanese Automotive Energy Supply Corporation is spending 1.1 billion dollars on lithium production facilities for use in electric vehicles.

      Mitsubishi, like other Japanese manufacturers are planning electric cars, and has done its own research on the lithium supply and demand situation. It believes there will be an oversupply until the year 2013. Nissan is also upbeat about electric and hybrid vehicles aiming for a production of up to 200,000 units by the year 2011.

      Others are more cautious. The head of Germany's automobile federation (VDA) Matthias Wissmann says the electric car will be driven mainly by a small group of eco-conscious motorists around 2014/2015.

      Proponents of the lithium-ion battery technology point out that unlike oil, lithium can be recycled and that the expense is caused by the low production of the batteries and not by the high price of the metal itself. As demand increases, so the argument, prices for electric cars will drop.

      There are also alternatives to lithium-ion batteries with Toyota's current Prius hybrid cars still running on NiMH or nickel-metal hybrid battery packs. As battery technology develops and demand for the new technology increases, optimists believe engineers will develop improved, affordable batteries and offer a longer range and shorter loading time.
      Avatar
      schrieb am 13.03.09 20:08:28
      Beitrag Nr. 470 ()
      Antwort auf Beitrag Nr.: 36.749.743 von 4now am 11.03.09 23:06:53Nickel Metal Hydride Batteries Are Being Steadily Improved And Clearly Outperform Existing Lithium-Ion Batteries In Production OEM Vehicles
      March 11, 2009
      by: Jack Lifton
      Implications
      The CEO of the Korean electronics giant, LG, said recently that nickel metal hydride batteries were "primitive" and would be soon replaced by "advanced" lithium-ion batteries for use in the electrification of vehicles. This comment was pure hype and was biased by the fact that LG has won the contract to supply lithium-ion batteries for the 40 mile range, pricey golf cart performance matching Chevrolet Volt. The aforesaid CEO does not, of course, want to take note of the fact that the development of "advanced" nickel metal hydride batteries has continued even beyond their "primitive" use in the hybrids mass produced and sold as the Toyota Prius, Toyota Camry, Ford Escape, Mercury Mariner, Ford Fusion, Mercury Milan, and Honda Insight to name the most prominent. These so-called "primitive" batteries have a record of reliability, durability, overall life, and recyclability that is second to none. In addition their pricing has steadily dropped(!) since their introduction.

      Analysis
      The delivery van introduced by Azure Dynamics of Ann Arbor, Michigan, the city in which, as it happens, Toyota's North American Research and Development Center, is located is an advance in the properties and deployment of the nickel-metal hydride battery that should not be overlooked.

      While the lithium focused crowd narrows its blinders so as to avoid noticing the problems with lithium-ion battery technologies that don't seem to be going away, the first and foremost of which is unit cost, the nickel metal hydride battery mass producers have steadily advanced the performance of their technology.

      At the beginning of the deployment of the early NiMH batteries in some of the General Motors battery only EV1s and in the original hybrid Priuses it was noted that the power drain necessary to start an internal combustion engine or overcome the weight and the friction of a car had a severe effect on the batteries continued performance. For this reason a lead-acid battery was added to the Prius power train to be used for SLI, starting, lighting, and ignition, purposes.

      The original Prius was hard pressed to go more than a couple of miles or exceed 20 miles an hour while doing so in a pure electric mode.

      The current Prius is much improved, and it is now in a competition with the Ford Fusion, to be put on sale this coming May 1, 2009, with a top speed, for the Ford product, of 47 miles and hour in electric only mode and a range of much more than 2 miles in all electric mode, and a range of 700 miles in full hybrid operation. The next generation Prius with an "advanced NiMH" battery is said by Toyota to meet those same specifications with regard to range, but not with regard to top speed in all electric mode.

      Ford has stated that it is able to provide the performance of the hybrid Fusion, because it, Ford, has developed, along with Sanyo, an "advanced NiMH battery with 20% more capacity for the same weight as its competitors.

      Toyota, for its part, says that the NiMH battery in the 2010 model is a significant improvement over the currently supplied NiMH battery.

      It should also be noted that the Azure Dynamics hybrid-delivery truck can run up to 35 miles per hour on its electric motor alone. The most interesting fact about the Azure Dynamics vehicle is that its curb weight is 9300 pounds. It is a delivery van with dozens of starts and stops a day, not a cross-country vehicle by any means, but I have not seen any lithium-ion battery based competitor.

      In any case while GM is planning to produce perhaps 10,000 Chevrolet Volts in the 2010 model year, Toyota, Honda, and Ford will produce for the 2010 model year more than 500,000 small cars using hybrid power trains based on "advanced" NiMH batteries, and all of them will sell for less than the 40 mile range limited production Chevrolet Volt with its golf-cartish performance.

      None of the NiMH battery development at all has been done with subsidies or government loans.

      Sadly, for Americans and for the future of the OEM American automotive industry, all of the advanced NIMH batteries, just like all of the lithium-ion batteries for vehicles are made in southeast Asia.
      Avatar
      schrieb am 13.03.09 20:14:25
      Beitrag Nr. 471 ()
      Antwort auf Beitrag Nr.: 36.748.768 von 4now am 11.03.09 20:26:52 Rare earth weekly roundup - Pr-Nd heading north
      This week praseodymium/neodymium has been standing out among the rare earth markets with prices climbing by Rmb4,000-5,000/tonne, although some market players remain cautious in their long-term outlook. ...
      Avatar
      schrieb am 15.03.09 22:44:33
      Beitrag Nr. 472 ()
      auch turn-arround bei Dy !?


      Dy metal 99 % min USD / Kg FOB China



      Date Low High Average Low High
      2009-3-13 137 140 138.5 135.25 138.00
      2009-3-11 135 138 136.5
      2009-3-6 135 138 136.5
      2009-3-4 134 136 135
      2009-2-27 134 136 135 129.00 131.00



      2009-1-23 123 125 124 125.50 127.50
      2008-12-31 132 134 133 142.78 144.78


      Source : www.asianmetal.com

      Wünsche erfolgreiche Woche und danke auch noch für die lfd. up-dates ! Gruß exshaw55
      Avatar
      schrieb am 16.03.09 19:07:48
      Beitrag Nr. 473 ()
      Antwort auf Beitrag Nr.: 36.771.153 von exshaw55 am 15.03.09 22:44:33;-) wer weis das schon ? +gruß

      Ob man sich über die Regierungsmaßnahmen freuen soll weis ich nicht weil irgendwann werdens sies wohl wieder auf den Markt werfen.


      SHANGHAI, March 16 - Ganzhou, a city in eastern China's Jiangxi Province and the world's largest tungsten making region, is building up its own tungsten and rare earth reserves to support domestic metals firms, the Xinhua news agency said.

      The city has raised a special fund totalling about 1.8 billion yuan ($263 million) to purchase 10,000 tonnes of tungsten concentrates and products, and 10,000 tonnes of rare earth raw ores and products, the official news agency said on Sunday, citing a local industry official.

      All the 88 rare earth mines and 90 percent of raw earth processors in Ganzhou had halted production as prices had been slumping since last October, Lai Zhaotian, secretary general of the city's rare earth industry association, was quoted as saying.

      To help metal firms in a dire situation after commodities prices collapsed, China's State Reserves Bureau has been buying various metals, including copper, aluminium, zinc and nickel.

      (For a factbox on the bureau's purchases, please click on [ID:nPEK179560])

      The move from the central government was echoed by local authorities including Hunan, Yunnan and Guangxi, which have kicked off similar plans to purchase base metals and minor metals to encourage local major enterprises. ($1=6.838 Yuan)
      Avatar
      schrieb am 17.03.09 22:18:44
      Beitrag Nr. 474 ()
      Antwort auf Beitrag Nr.: 36.748.768 von 4now am 11.03.09 20:26:52Mal ein anderes einsatzgebiet für REE

      Tube Magnets Separate Contaminants from Dry and Liquid Products



      Manufacturer: Eriez
      Eriez, makers of magnetic, vibratory and inspection applications, offers ProGrade Tube Magnets in various strengths and lengths to remove ferrous contamination from both dry and liquid products. These tube magnets can be used as inspection tools or in areas where conventional grate magnets will not fit. Tubes can also be used for customers to fabricate custom grates for their own unique requirements.

      The one-inch diameter (25 mm) magnetic tubes are available in lengths from four inches (100 mm) up to 24 inches (610 mm). They are used primarily to remove ferrous contaminants from liquids in tanks, as a quality control check of dry bulk materials or in various other application settings where a powerful, portable magnetic power source is needed.

      ProGrade Tube Magnets are made from 316L stainless steel and have ¼ x 20 UNC drilled and tapped ends. They are offered in three strengths, enabling customers to select the right degree of magnetic strength to suit their application needs.

      Ceramic powered tube magnets remove medium to large tramp metal such as bolts, nuts and hand tools.

      Rare Earth powered tube magnets remove small ferrous contaminants such as pins, staples and clips.

      Xtreme Rare Earth powered tube magnets are best at separating out weakly magnetic fine ferrous contaminants.
      Avatar
      schrieb am 20.03.09 08:21:01
      Beitrag Nr. 475 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17wenn ich mir die Überschriften auf metal-pages so ansehe gehts nach oben mit den RE preisen oder sie sind stabil
      bei GWG fehlt leider immer noch eine Finanzierung

      Cerium oxide prices rise in China
      Dysprosium prices firm up in China
      La/Ce mischmetal prices unchanged
      Pr-Nd oxide prices remain steady in China
      Avatar
      schrieb am 25.03.09 19:43:03
      Beitrag Nr. 476 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17FeDy prices firm on rising dysprosium oxide prices
      SmEuGd prices up again
      Pr-Nd offer prices continue up in southern China
      Überschriften von Metal pages

      Kia hat das erste Fahrzeug mit Lithium Batterie in Serie allerdings wird nur nach Korea geliefert.

      The Kia Forte LPI Hybrid runs on Liquefied Petroleum Gas (used in Korea, we use CNG here in our NGVs) and its 1.6 liter Gamma LPI HEV engine is assisted by an electric motor sandwiched between the engine and the CVT gearbox. Power output is 114 PS and a peak torque of 148Nm. The electric motor draws power from a lithium-polymer battery, which is the first use in a production hybrid car. Li-Po is lighter and more compact compared to NiMH batteries.
      http://paultan.org/archives/2009/03/25/kia-forte-lpi-hybrid-…
      Avatar
      schrieb am 28.03.09 00:11:10
      Beitrag Nr. 477 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17The Lower Price Hybrid Fighter Soon To Be Offerred By Toyota. Has Toyota Discovered Rare Metal Auditing And Conservation?
      March 27, 2009

      by: Jack Lifton

      Published at: www.autobloggreen.com

      Implications
      It is certain that the prices of the critical technology metals, which are required for the manufacturing of the nickel metal hydride batteries for Toyota's current Hybrid Synergy Drive, will be going up by 2011 as demand for them is predicted to exceed supply sometime in or soon after 2011. Toyota can perhaps reduce its cost of these metals by using less in smaller batteries, but with increasing prices that may not work. Perhaps Toyota is going to use its own version of what I am going to now name "Rare Metals Auditing and Conservation" or RAMAC, which in a way will allow a company to lease its own metals from itself. This can stabilize a supply while allowing it to increase whenever possible.

      Analysis
      I think that Toyota is in the process of creating an internal revolution in the way it manages its supply and value chains with regard to sarcina and valuing critical metals, by which I mean those metals without which a component cannot be built.

      I am going to explain what I think is Toyota's version of the RAMAC system as it pertains to the manufacturing of batteries for the electrification of motor vehicles intended for private use and primarily for the carriage of passengers not freight.

      Let me, as a preliminary to that give you some background as to how Toyota manages its sourcing and valuing of the platinum group metals necessary for manufacturing its exhaust emission control catalytic converters and its oxygen sensors.

      Unlike the United States Japan has almost no metallic natural resources; it certainly has no domestic supplies of platinum, palladium, or rhodium, which are today produced almost entirely in Southern Africa (platinum, rhodium, and palladium, Russia (palladium and platinum), Canada (palladium), and the USA (palladium).

      Unlike the US government the Japanese government encourages its domestic industries to source and recycle critical raw materials. The Japanese government has a long range plan, itself, to stockpile critical materials for both civilian and military production, so that the situation of 1939 can never repeat itsef-at that time the Japans war machine was facing a massive interruption in its supplies of steel, oil, and rubber and it informed the (military dominated) government that if it didn't "acquire" secure supplies of those materials then its ability to make war would begin to decline sharply by late 1941 or early 1942. We all know what types of decisions were motivated by this simple looming shortage.

      Today, Japan, is again acutely aware of the fact that it must conserve critical resources and stockpile them to maintain the viability of its industrial base, or it could lose the economic struggle now accelerating between Japan and China, Korea, Malaysia, and, soon, India, because those nations are better supplied with critical raw materials. Japan's industrial innovation is currently world class and certainly at least equal to that of the US in technologies such as battery development, and production, for the eletrification of private passenger carrying vehicles

      The great Japanese trading houses work in conjunction with Japanese industry and with the diplomatic, and soon, stockpile buying, support of the Japanese government to seek out, buy, and process critical materials for industry and the military.

      In the case of the platinum group metals the Japanese trading houses such as Sumitomo, Mitsui, , and Mitsubishi officially compete with each other internally for ultimate customers but would never for only the sake of competitive advantage with regard to one another prevent one another from acquiring a raw material critical to Japan's industrial survival.

      In the case of the platinum group metals, as a good example, not only are the Japanese trading houses long term buyers of very large quantities, but they are willing to enter into binding offtake agreements to buy large quantities at prices that can be calculated exactly for the long term. This means that the producers can borrow against such contracts as collateral. In the free market this creates a strong incentive for miners to make deals with Japanese trading houses at good prices for both parties even if they are below market!

      Additionally Japanese trading houses also hedge platinum and palladium and create virtual hedges for non-exchange traded rhodium, for example, by methods such as the offtake agreements discussed above.

      Finally the Japanese trading houses own or contract with Japanese and European mining and refining companies to recycle platinum group metals from automotive scrap. The global Japanese car makers such as Toyota will marshall selected automotive scrap containing critical metals from their own dealers and consign it to a Japanese full-service trading company such as Sumitomo, which will have the scrap picked up and shipped to Japan for recovery of the critical metals for reprocessing into the appropriate forms for reuse. Typically, companies like Sumitomo offer to do every step of the process from picking up the scrap to delivering finished components utilizing the recovered critical metals back to a customer such as Toyota.

      In light of the long term and sophisticated planning by Japanese industry it should not be surprising that Toyota is aggressively fighting back against Honda's Insight hybrid, which Honda has identified as a Prius fighter, by offering a smaller hybrid to compete directly with the Insight. This has allowed Toyota to create the impression that the Insight is not competing in the Prius market segment but rather in a segment that Toyota overlooked, very small hybrids. In the meantime before the new Yaris size hybrid can be brought to market Toyota will continue to make and sell the current generation of Prius even as it introduces a new larger size next generation Prius, which was intended originally as a replacement for the current generation Prius.

      I believe that this means that Toyota will continue not only to extend but to expand the Prius brand and volumes while adding a new entry into the hybrid space, a small, purposely designed, hybrid Yaris-size car.

      This means that Toyota would need more of the rare earth metals, lanthanum and neodymium, than even Toyota itself thought it would need as well as additional supplies of cobalt and nickel

      Let me tell you briefly what Toyota has done up until now to minimize the risk of interruption of its supply of rare earths, cobalt, and nickel for making its nickel-metal hydride batteries for the Hybrid Synergy drive:

      First, as with platinum group metals, it has commissioned some of the Japanese trading houses to seek out additional supplies of the required metals.

      Nickel today is and cobalt later in the year will be traded on the London Metal Exchange, which means that contracts guaranteeing the delivery of both metals can be bought with at least two years duration.

      Japanese trading companies, acting on behalf of clients such as Toyota seek out spot buys of nickel and cobalt in markets such as todays, and negotiate and execute offtake when and where feasible taking advantage of and locking in low prices. Copper for wiring harnesses and motor winding is also sourced aggressively and all three metals, nickel, cobalt, and copper are recycled from auto company generated and owned scrap for the benefit of the car companies as much as possible.

      There is no exchange trading of the rare earth metals and there is little if any publicly acknowledged recycling of them. Additionally there is not yet today any reliable volume production of the rare earth metals outside of the People's Republic of China (PRC), and the PRC is not a good place to enter into an offtake agreement as any such agreement will always be modifiable by decisions of the PRC government with regard to export allocations and taxes.

      It is rumored that both Toyota and Honda had or have offtake agreements with the promising non-Chinese rare earth mining and refining operator, LYNAS, but LYNAS is at the moment in limbo as it has had to suspend operations due to the withdrawal of funding. This has stopped the construction not only of LYNAS mining operations but also of the very large rare earth refinery LYNAS was about to build in Malaysia, which would have been the first one constructed, or operating, outside of China since the late 1990s.

      The other Australian rare earth mining opportunity was Arafura, but a Chinese miner has just bought into Arafura with the probable intention of taking any ore concentrates produced there to China for refining where they will be subject to Chinese export allocations and restrictions.

      Toyota has a backup plan, which is very aggressive for a car maker. Toyota's own in-house trading company has bought a smaller Japanese trading company, which has an interest in a rare earth mine being developed in Viet Nam with the participation of the Viet Namese government.

      This could make Toyota the first ever car company to be vertically integrated as a producer of batteries of any type. It would have the mine and the refinery for rare earth metals and its own in-house battery and powertrain manufacturing.

      This would allow Toyota to be the first car company to acquire critical metals such as rare earths, cobalt, and nickel for perpetual use. This would mean that since Toyota would produce and refine rare earth metals it would have the facilities also to recycle them. These expensive and technology-intensive operations would not have to be duplicated or built only to be used occasionally, since they would be processing ore to extract, separate, and refine rare earth and associated metals continuously anyway recycling would simply add a feed stock stream to an existing one.

      Toyota in this scenario would know exactly how much of the critical rare earths it could obtain at any given moment, and any additional feed of ore or scrap would only serve to increase the total.

      The batteries, wiring, and motors of cars on the road could be viewed as critical metals long term inventory , and market data would allow Toyota to calculate how much rare earth, nickel, and cobalt metal it could recover for reuse in any given time period.

      In such a system scrap purchased from outside of the company would simply be a permanent addition of metals in or for use in the master inventory.

      I believe that Toyota and, most likely, Honda are now watching Australian politics to see if China is allowed in fact to effectively take over Arafura, which will add jobs and create wealth in Australia, but ultimately place Arafura's output under the control of the Chinese government.

      I suspect that Toyota and Honda, having both, probably, made now moribund offtake agreements with LYNAS would both like to buy LYNAS and go forward with its plan to build a refinery in Malaysia. Perhaps the two of them can strike a bargain or can make a deal through an independent trading house such as Sumitomo.

      In any case if a Japanese car company or a Chinese mining company gets control of one of or both of the Australian deposits the rare earth metals produced there will either go into a RAMAC type system operated by Toyota or Honda or into China's domestic supply. In either case those metals will be taken off the world market.

      The Japanese car companies are moving towards an end game for acquiring and holding forever as much rare earth metal as they can. otherwise they will wind up with a technology the production of which has been severely limited by the inability of the mining industry to increase production enough to satisfy demand.

      I think that Toyota's announced increases in its production of nickel metal hydride battery using hybrid power trains indicates that it has adopted the closed loop use of rare earths.

      If I am right then open market rare earth pricing will go through the roof as the available supply diminishes through Chinese and Japanese sequestration for their own use. However at the same time companies like Toyota will have some flexibility in determing their costs due to the fact that only they will know their true internal cost of critical rare metals in their closed loop value chain.

      Perhaps this is one of the reaosns that Toyota has been dropping the replacement cost of nickel metal hydride battery packs over the last few years even as prices in the open market for the key rare earths were going up.
      Avatar
      schrieb am 02.04.09 19:40:25
      Beitrag Nr. 478 ()
      Avatar
      schrieb am 09.04.09 08:17:30
      Beitrag Nr. 479 ()
      Antwort auf Beitrag Nr.: 28.650.239 von 4now am 03.04.07 23:12:17Mini Finanzierung abgeschlossen interessant ist das Datum
      weil es erst gestern auf die Homepage gestellt wurde.
      Angekündigt werden innovative weitere Finanzierungen was auch immer das sein soll.


      March 19, 2009

      GREAT WESTERN MINERALS GROUP CLOSES PRIVATE PLACEMENTSaskatoon, Saskatchewan – Great Western Minerals Group Ltd. ("GWMG" or the "Company") announced today that it has closed a non-brokered private placement previously announced on February 9, 2009.

      The Company issued a total of 1,595,443 Units at a price of C$0.09 per unit, for total proceeds of C$143,589, subject to regulatory approval. Each Unit consists of one common share of the Company plus one common share purchase warrant. Each common share purchase warrant will be exercisable into one common share of the company, at a price of C$0.15 per share for a period of twenty four months following the close of this transaction.

      The proceeds of this financing will be used for general corporate purposes. The shares issued under this private placement will be subject to a four month hold period under applicable Canadian securities legislation.

      Jim Engdahl, President and CEO of Great Western Minerals Group said, “We appreciate the support we received from the participants of this financing. The current market conditions require innovation and we are currently evaluating additional financing alternatives with other sources of capital and expect to provide more information on some of those initiatives in the coming weeks. In the meantime in consideration of the current economic environment, we are prudently managing our resources.”

      Jim Engdahl
      President
      Avatar
      schrieb am 15.04.09 23:55:34
      Beitrag Nr. 480 ()
      Antwort auf Beitrag Nr.: 36.946.282 von 4now am 09.04.09 08:17:30http://www.theatlantic.com/doc/200905/hybrid-cars-minerals
      Clean Energy's Dirty Little Secret




      The unincorporated community of Mountain Pass, California, has little to recommend it to tourists. A scraggly outcrop of rocks and Joshua trees alongside Route 15, it has no kitschy landmarks like the 134-foot-tall thermometer that nearby Baker, California, installed in the Mojave Desert, and no casinos like Las Vegas has an hour up the road. But behind a Band-Aid-colored industrial gate lies an attraction of sorts: a 55-acre open-pit mine created by a 21st-century gold rush, one result of the effort to keep the world from getting hotter than it already is.

      Mountain Pass’s mine contains a rare-earth ore that yields neodymium, the pixie dust of green tech—necessary for the lightweight permanent magnets that make Prius motors zoom and for the generators that give wind turbines their electrical buzz. In fact, if we are going to make even a few million of the hybrid and electric cars that are supposed to help rescue the planet from global warming, we will need to double production of neodymium in short order.

      But in 2006, nearly all of the world’s roughly 137,000-ton supply of rare-earth oxides came from China. And over the past few years, China has cut exports to nurture its own permanent-magnet industry, sending the price of neodymium oxide to a high of $60 a kilo in 2007. This worries analysts like Irving Mintzer, a senior adviser to the Potomac Energy Fund who sees shortages stifling clean-tech industry, and worse. “If we don’t think this through, we could be trading a troubling dependence on Middle Eastern oil for a troubling dependence on Chinese neodymium.”

      Rare earths are actually fairly common. What’s rare is finding deposits that can be mined profitably, in part because most contain radioactive thorium. Relatively speaking, Mountain Pass—whose rare-earth deposits were discovered in 1949—is not too radioactive, and through the 1950s the ore was mostly used to make flints for lighters. In the 1960s, the pit grew deeper as demand increased for the rare-earth element europium, which was used to create the red tones in color TVs. In fact, until 1989, the expanding pit at Mountain Pass supplied most of the world’s rare earths.

      But in the early 1990s, cheaper Chinese rare earths began eating into the mine’s market share. Deng Xiaoping famously compared China’s abundance of rare earths to the Middle East’s huge oil reserves. As Chinese ore came onto the market, the price fell from $11,700 a ton in 1992 to $7,430 a ton by 1996 (in constant dollars). Amassing strategic supplies suddenly seemed old-fashioned, and the U.S. government began selling off its stocks of minerals.

      Mountain Pass couldn’t compete on price alone—especially given the mine’s growing ecological costs. In 1998, chemical processing at the mine was stopped after a series of wastewater leaks. Hundreds of thousands of gallons of water carrying radioactive waste spilled into and around Ivanpah Dry Lake.

      Mark Smith, the CEO of Molycorp, which bought Mountain Pass in 2000, thinks that the environmental problems that have made the mine’s operation so difficult have largely been resolved, and believes the site can be fully revived. Standing on the edge of what is now a 500-foot-deep pit, he touts his successful negotiations with 18 California regulatory agencies to reopen the mine, and points out some of the company’s newfangled environmental safeguards. (One involves interlocked 18-sided plastic balls floating on standing wastewater pools to limit evaporation and prevent salts from building up after the mine eventually shuts down.) “We want to be environmentally superior, not just compliant. We want to be sustainable and be here for a long time,” he says expansively before talking about opening a permanent-magnet factory employing 900 nearby.

      But Smith’s effort to turn Mountain Pass into an environmentally friendly producer—call it the Whole Foods of premium free-range sustainable neodymium—comes with costs his Chinese competitors don’t have to pay: for starters, $2.4 million a year on environmental monitoring and compliance. Will carmakers really be willing to pay more for local minerals and homegrown magnets? “Absolutely,” Smith says, noting that the mine’s historic customers in the U.S. and Japan have given their assurances.

      Over the next 30 years, Molycorp is permitted to make its pit 300 feet deeper, which could increase the world’s supply of rare earths by 10 percent or more a year. But the consequences of the nascent green nationalism behind the mine’s revival—a weird amalgam of environmentalism, economics, and national security—will likely be less predictable. Consider the views of the industry analyst Jack Lifton—by no stretch your standard environmental activist (“I don’t give a rat’s ass about global warming”). To protect U.S. industry from supply shocks, he has called on the government to mandate the recycling of strategic minerals. A “bottle bill” for cars, long dismissed as an environmentalist’s dream, is just one possible outcome. Another could be a backlash of resource nationalism in supplier nations like China. As green nationalism’s potent mix of idealism and fear changes the kinds of cars we drive, it also promises to change the course of globalization.
      Avatar
      schrieb am 16.04.09 00:05:01
      Beitrag Nr. 481 ()
      Antwort auf Beitrag Nr.: 36.946.282 von 4now am 09.04.09 08:17:30in diesem Artikel steht das Magna eventuell an Deposits interessiert wäre.

      TER: These rare earth elements are critical in automobiles. Do you see a possibility of some major automobile manufacturer acquiring, basically, vertically integrating a rare earth element company?

      VG: Oh, yeah. There have been talks—I’ve heard talks of Magna (more on the Canadian side of things, anyway) trying to pick up some of these deposits. And if not pick them up, at least finance them so they can get the offtake of the metals. That is certainly something that is being talked about by car manufacturers. A lot of the Japanese car manufacturers are talking about the same thing. So, in terms of when that will actually start happening, that is still to be determined.
      http://www.commodityonline.com/news/Three-hot-chances-in-ene…
      Avatar
      schrieb am 16.04.09 23:17:54
      Beitrag Nr. 482 ()
      Antwort auf Beitrag Nr.: 36.976.309 von 4now am 16.04.09 00:05:01wers mit den Chinesen macht ist erledigt

      The Japan Metal Bulletin
      Australian Rare Earth projects are straying, becoming less attractive as alternative
      source of supply
      6 March 2009
      Australian Rare Earth developing projects are wandering. A few projects are
      developed in Australia as a potential source of supply alternative to China which
      dominates almost 90% of world rare earth supply. Yet contradiction is seen in the
      recent action by Arafura Resources accepting the Chinese capital
      Arafura accepts Chinese capital/Lynas suspends the development of the project due to
      lack of finance
      Being hit hard by the global financial crisis, the Australian new rare earth projects face imminent
      financial difficulty and Chinese financial aid is accepted by the desperate Australian company
      while Lynas Corporation which refuses the Chinese capital announced recently its decision to
      suspend the project development. The global financial crisis hinders the potential new rare earth
      projects outside China from becoming independent source of alternative rare earth supply.
      “The biggest value of the Australian project is the independence from China and we do not see
      any attraction in them once it accepts Chinese participation.” commented some Japanese Rare
      Earth companies.
      Arafura Resources, focusing on the development of the Nolans Bore rare earths project in the
      Northern Territory in Australia, made an announcement on 18 February 2009 of the agreement
      accepting the equity participation by the East China Exploration & Development Bureau (ECE).
      The announcement has been coldly received by the Japanese rare earth industry with some
      making a harsh criticism.
      China supplies more than 90% of the world Rare earth requirements. Rare Earth is an essential
      and critical resource for the Japanese automobile, electric appliance, tool making industry but the
      Chinese export is subject to tightening control by the Chinese government, causing a grave
      concern on the stability in supply.
      Backed by the rapidly growing global demand for the rare earths, a number of new rare earth
      resources in Canada, Vietnam and others are being developed. Australia is one of such nations
      with rich precious rare earth resources being developed. The Japanese Rare Earth users who
      expected highly Australia becoming a potential alternative source of supply were disappointed at
      the announcement and flabbergast at the decision.
      The world Natural Resources boom in the past few years, once causing a lot of fund monies
      flowing into the new resources development projects, recently collapsed completely as a result of
      the world financial crisis. The financial position of the funds are becoming weak, declining
      rapidly the investment ability into the natural resources sector.
      The resource developing companies who have been working with aids of the fund face financial
      difficulty. In order to continue the project, Arafura Resources took an easy option to introduce
      Chinese capital but the Japanese industry providing as a major rare earth market receives it
      coldly.
      China is known to be very positive in seeking an opportunity to gain control over the rare earth
      resources outside China and is taking an action aggressively toward it. At the interview with the
      Japan Metal Bulletin, Dr. Mathew James, vice president, revealed that recently Lynas have been
      enquired by a number of Chinese companies offering equity participation.
      “Lynas has no intention to seek any alliance with Chinese”, said Dr. James. He explained that
      Lynas views that for any new non-Chinese rare earth supply source it is crucial to keep
      independent from China and to stay without any tie with Chinese.
      The global financial crisis hit hard Lynas who is in a same a financial difficulty as Arafura
      Resources. Lynas made a decision to suspend the development work of the project at the end of
      March and plans to seek the financial support from the end-users in Japan, Europe and U.S.A. and
      also the governmental organization in Australia, Malaysia and Japan.
      Generally the Japanese rare earth industry receives Lynas favourably with sympathy as Lynas
      tries to keep independent from China. However the financial support is aother issue for the
      Japanese industry.
      “Now it is the time for the Japanese Rare Earth consumers to make their mind and take positive
      step”, appealed Dr. James of Lynas, referring to the growing control by the Chinese. The
      Japanese rare earth industry shares the same view as Lynas that it is imperative and for the
      mutual benefit to encourage non-Chinese source of supply. It is theoretically accepted but the
      actual bottom line is the Japanese industry can not afford equity participation seeing the drastic
      decline in the product price and rapidly shrinking demand.
      Arafura Resources appears to be secured a fund necessary for the development of the project for
      the time being but in return has to accept the increased risk to lose market in future. Contrarily,
      Lynas who keeps independence is forced to suspend the project. The new Rare Earth projects
      looks at the mercy of the global financial crisis.
      Avatar
      schrieb am 16.04.09 23:20:32
      Beitrag Nr. 483 ()
      Antwort auf Beitrag Nr.: 36.984.919 von 4now am 16.04.09 23:17:54Noch ein Artikel dazu

      Report in the “Commodity Eye”
      20 February 2009
      Straying Australian Rare Earth Developer, Arafura Resources loses the raison de’ étre
      Rare Earth is one of the key resources crucial to the Japanese major manufacturing industry of automobile,
      electric appliance and tool making machinery. Because China dominates almost 90% of global supply of
      Rare Earth causing uncertainty in supply stability, there are a few new Rare Earth projects being developed
      in Australia, Canada, Vietnam and others. However recently Rare Earth projects in Australia are wandering
      around.
      Arafura Resources, developing the Rare Earth project in Northern Territory in Australia announced the deal
      with Chinese resource developing group, East China Exploration & Development Bureau (ECC) by which ECC
      will acquire maximum 25% of equity in Arafura Resources. Arafura, resorting its finance mainly to Funds
      has experience a difficulty to secure the fund necessary to carry out the development work as a result of the
      global financial crisis. In order to continue the developing work, Arafura did not have many options but to
      accept the Chinese money.
      However the acceptance of Chinese capital by desperate Arafura has met the cold reception from various
      Rare Earth companies in Japan which forms a major Rare Earth market in the world.
      “Arafura’s project has a value as a non-Chinese supply source and loses attraction if Chinese involves.”
      The Japanese Rare Earth end-users are desirous to have completely non-Chinese supply source in order to
      diversify the source of supply for better security of supply and view that the Rare Earth project in offshore
      China once Chinese capital is introduced has no difference with Chinese supplier.
      The project will continue for a while with the introduction of Chinese capital but will lose the raison de’etre.
      Even though the project is fully developed and comes to the production stage, the end-users in Japan and
      Europe will find no reason to buy product from Arafura Resources.
      The China is also luring Lynas Corporation which is also developing the Mt. Weld Rare Earth project in
      Western Australia. Mathew James, Vice President of Lynas at the interview with the Japan Metal Bulletin
      emphasized that Lynas has no intention to seek alliance with Chinese. This statement is based on his
      perceptive that it is imperative and important for any new Rare Earth projects to keep independent from
      China and no alliance with Chinese.
      However, Lynas, also resorting significant part of the finance to the fund money, has also difficulty in raising
      money and decided to suspend the project at the end of March. Lynas is going to seek a financial support
      from the state organization or end-users in Australia, Malaysia and Japan but Japanese consumers can not
      be positive on the financial support in the economic recession.
      Lynas may have to withdraw from the project if the suspension prolongs. When Lynas is forced to consider
      a complete withdrawal under desperate situation, it may change its policy but to consider the Chinese capital
      as there is a strong possibility for Chinese company to stand up to acquire the interest of Mt. Weld project.
      The question is whether there is any effective way for Japan to take as pro-active measure?
      Avatar
      schrieb am 20.04.09 15:49:30
      Beitrag Nr. 484 ()
      Trading Halt in CA!
      Avatar
      schrieb am 20.04.09 16:16:50
      Beitrag Nr. 485 ()
      Antwort auf Beitrag Nr.: 37.002.766 von MONSIEURCB am 20.04.09 15:49:30oha!

      :eek:
      Avatar
      schrieb am 20.04.09 18:46:53
      Beitrag Nr. 486 ()
      Antwort auf Beitrag Nr.: 37.003.034 von Fruehrentner am 20.04.09 16:16:50naja wird eh zeit daß sich mal was tut
      Avatar
      schrieb am 20.04.09 19:01:54
      Beitrag Nr. 487 ()
      mehr als das, es wird diesmal knallen, und noch mehr, mit nachhall!!!
      Avatar
      schrieb am 20.04.09 19:10:06
      Beitrag Nr. 488 ()
      Antwort auf Beitrag Nr.: 37.004.346 von nicolani am 20.04.09 19:01:54ein trading halt gabs noch vor keiner News bei GWG
      entweder sind alle verhaftet worden oder es ist ein Finanzierer
      gefunden.
      Avatar
      schrieb am 20.04.09 19:11:30
      Beitrag Nr. 489 ()
      Antwort auf Beitrag Nr.: 37.004.401 von 4now am 20.04.09 19:10:06da ich am Wochenende noch kontakt mit ron Malashewski hatte glaub ich ersteres nicht ;-)
      Avatar
      schrieb am 20.04.09 19:13:06
      Beitrag Nr. 490 ()
      Antwort auf Beitrag Nr.: 37.004.408 von 4now am 20.04.09 19:11:30Oder es weredn endlich die Bohrergebnisse vom Utahprojekt bekanntgegeben auch von Hoidas fehlen noch welche auch bei den Metallurgicaltests wurde nix bekanntgegeben.
      Avatar
      schrieb am 20.04.09 21:04:55
      Beitrag Nr. 491 ()
      Antwort auf Beitrag Nr.: 37.004.420 von 4now am 20.04.09 19:13:06Siehst du das als einen Grund für einen trading halt an?
      Da müssten die Ergebnisse schon sensationell sein, im Endeffekt kann es tausend Gründe geben.

      Gruß Fritz
      Avatar
      schrieb am 20.04.09 21:17:05
      Beitrag Nr. 492 ()
      Antwort auf Beitrag Nr.: 37.005.207 von Fritz77 am 20.04.09 21:04:55als ich hab noch keinen trading halt erlebt bei GWG da muß wirklich was massives im Anmarsch sein ...hoffe ich wenigstens
      Avatar
      schrieb am 20.04.09 21:22:51
      Beitrag Nr. 493 ()
      Antwort auf Beitrag Nr.: 37.005.282 von 4now am 20.04.09 21:17:05Könnte mir nur recht sein, habe aber vor kurzem einen erlebt, der sich als Enttäuschung entpuppt hat, nicht bei GwG, jetzt ist meine Erwartungshaltung erst mal etwas geringer.
      Gruß Fritz
      Avatar
      schrieb am 20.04.09 21:45:11
      Beitrag Nr. 494 ()
      Antwort auf Beitrag Nr.: 37.002.766 von MONSIEURCB am 20.04.09 15:49:30ob das positiv ist ?
      hängt vom Umtauschverhältnis ab


      Molycorp Minerals, LLC Signs Letter of Intent to Acquire Controlling Interest in Great Western Minerals Group
      Monday April 20, 2009, 3:08 pm EDT
      Buzz up! Print GREENWOOD VILLAGE, COLORADO AND SASKATOON, SASKATCHEWAN--(MARKET WIRE)--Apr 20, 2009 -- Molycorp Minerals, LLC ("Molycorp") and Great Western Minerals Group Ltd. ("GWMG") (CDNX:GWG.V - News) (Other OTC:GWMGF.PK - News) (are pleased to announce that they have entered into a non-binding letter of intent (the "Letter of Intent") wherein Molycorp would acquire a controlling interest in GMWG pursuant to a share issuance, merger, amalgamation, or other form of business combination (the "Proposed Transaction").

      Molycorp is a Delaware limited liability company with headquarters in Greenwood Village, Colorado, and is a private, US mining and technology company that produces and markets rare earth products. Molycorp is primarily owned by Resource Capital Fund IV L.P., Pegasus Partners IV, LP, The Goldman Sachs Group, Inc. and Traxys North America LLC. As the owner of one of the world's richest rare earth deposit outside of China and a leader in rare earth technology development, Molycorp's expertise has provided breakthroughs in industries as varied as military, computing and automotive. As the leading western supplier, Molycorp markets rare earth materials from its world class rare earth deposit and mining operation in Mountain Pass, California. In addition, Molycorp maintains a joint venture with Sumitomo Metals, called Sumikin Molycorp, which markets rare earth products in Asia and produces permanent magnet materials in Japan.

      Great Western Minerals Group Ltd. is a Canadian-based company exploring for, and developing, strategic metal resources in North America and South Africa. Pursuing a vertically-integrated business model, the Company's wholly-owned subsidiaries of Less Common Metals Limited located in Birkenhead UK, and Great Western Technologies Inc., located in Troy, Michigan, produce a variety of specialty alloys for use in the battery, magnet and aerospace industries. These "designer" alloys include those containing copper, nickel, cobalt and the rare earth elements.

      Under the terms of the Letter of Intent, by July 31, 2009, Molycorp and GWMG will negotiate a definitive agreement (the "Definitive Agreement") whereby Molycorp proposes to issue new, non-voting shares of Molycorp in exchange for new and/or existing GWMG common shares. The ratio of the share exchange will be based on a mutually acceptable valuation ("Agreed Valuation") of both companies. GWMG and Molycorp will retain an independent valuation consultant who will be charged with determining the value of GWMG and the value of Molycorp, using an identical valuation methodology for both companies. As one of the conditions of the Proposed Transaction proceeding, each of GWMG and Molycorp must be satisfied with the valuations which will be the basis for the ratio of the share exchange. The composition board of directors and senior officers of GWMG subsequent to the Proposed Transaction will be subject to the terms of the Definitive Agreement.

      The Letter of Intent is subject to an "Exclusivity Period" until August 31, 2009 (or sooner based on mutual agreement), during which, both parties agree to negotiate the final terms and conditions for the Definitive Agreement. During the Exclusivity Period, GWMG shall continue to operate its business in the ordinary course.

      In addition, GWMG and Molycorp intend to negotiate an unsecured convertible $1,000,000 loan from Molycorp at an interest rate of 10 % per annum to fund the ongoing cost of operations and debt service obligations. The final terms of the loan, including its conversion features will be negotiated as soon as possible and will be the subject of a further press release.

      Mark Smith, CEO of Molycorp said, "We are excited by the benefits and opportunities that this transaction will provide by combining the operations of our two companies. This transaction represents the next step in Molycorp's strategy of going from mine to magnets and will immediately provide Molycorp with access to the technology, people and facilities to take the rare earth materials produced at Molycorp's Mountain Pass, California operation and further refine them into the rare earth alloys that are necessary for production of high power magnets and other rare earth materials required for the production of hybrid and electric cars, wind power turbines, energy efficient lighting, high tech applications and numerous advanced defense systems. We believe that this transaction offers significant potential value for both Molycorp and Great Western Minerals Group shareholders, and will position the combined operations for what we believe to be significant future growth."

      Jim Engdahl, President and CEO of Great Western Minerals Group agreed. Engdahl said "We believe this proposition is a great deal for our shareholders and for the industry, and we believe this transaction will make both companies significantly stronger and will make the combination of both entities the largest of its kind in the world. This helps GWMG achieve its objective earlier than projected of becoming a fully integrated Rare Earth producer and manufacturer of RE products and may minimize some of the market risks one might be exposed to. The independent valuation of both company assets is part of the strategic process that the management of GWMG has undertaken to maximize value for GWMG shareholders."

      The completion of the Proposed Transaction is subject to several conditions, including both parties entering into the Definitive Agreement and satisfaction of the terms and conditions to be set forth therein; agreement by GWMG and Molycorp to the Agreed Valuation; completion of all necessary legal, financial and technical due diligence reviews and receipt of all necessary consents and approvals, including board, shareholder and regulatory approvals.

      Completion of the Proposed Transaction is subject to TSX Venture Exchange acceptance and the approval of disinterested GWMG shareholders. The Proposed Transaction cannot close until the required GWMG shareholder approval is obtained. There can be no assurance that the Proposed Transaction will be completed as proposed or at all.

      Investors are cautioned that, except as disclosed in the Management Information Circular to be prepared in connection with the Proposed Transaction, any information released or received with respect to the Proposed Transaction may not be accurate or complete and should not be relied upon. Trading in the securities of GWMG should be considered highly speculative.

      The TSX Venture Exchange has in no way passed upon the merits of the Proposed Transaction and has neither approved nor disapproved the contents of this press release.

      Certain information set out in this News Release constitutes forward-looking information. Forward-looking statements (often, but not always, identified by the use of words such as "expect", "may", "could", "anticipate" or "will" and similar expressions) may describe expectations, opinions or guidance that are not statements of fact and which may be based upon information provided by third parties. Forward-looking statements are based upon the opinions, expectations and estimates of management of Great Western Minerals Group and Molycorp Minerals LLC as at the date the statements are made and are subject to a variety of known and unknown risks and uncertainties and other factors that could cause actual events or outcomes to differ materially from those anticipated or implied by such forward-looking statements. Those factors include, but are not limited to the entering into of the Definitive Agreement as contemplated by the Letter of Intent, satisfaction by both parties of the results of the Agreed Valuation, risks, uncertainties and other factors that are beyond the control of the GWMG or Molycorp, risks associated with the industry in general, commodity prices and exchange rate changes, operational risks associated with exploration, development and production operations, delays or changes in plans, risks associated with the uncertainty of reserve estimates, health and safety risks and the uncertainty of estimates and projections of production, costs and expenses. In light of the risks and uncertainties associated with forward-looking statements, readers are cautioned not to place undue reliance upon forward-looking information. Although GWMG and Molycorp believe that the expectations reflected in the forward-looking statements set out in this press release or incorporated herein by reference are reasonable, they can give no assurance that such expectations will prove to have been correct. The forward-looking statements of GWMG and Molycorp contained in this press release, or incorporated herein by reference, are expressly qualified, in their entirety, by this cautionary statement.

      This news release shall not constitute an offer to sell or the solicitation of an offer to buy securities of Great Western Minerals Group Ltd. in any jurisdiction. The securities of Great Western Minerals Group Ltd. have not been registered under the Securities Act of 1933, as amended (the "1933 Act") and may not be offered or sold in the United States absent registration or an applicable exemption therefrom under the 1933 Act and applicable state securities laws.

      CUSIP: 39141Y 10 3



      Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

      Contact:
      Contacts:
      Molycorp Minerals, LLC
      Mr. Mark Smith
      Chief Executive Officer
      (303) 843-8040

      Great Western Minerals Group Ltd.
      Mr. Jim Engdahl
      President and Chief Executive Officer
      (306) 659-4508

      Great Western Minerals Group Ltd.
      Ron Malashewski
      Manager of Investor Relations
      (306) 659-4516
      Email: info@gwmg.ca

      Great Western Minerals Group Ltd.
      226 Cardinal Crescent
      Saskatoon, SK S7L 6H8
      Website: http://www.gwmg.ca
      Avatar
      schrieb am 20.04.09 21:56:51
      Beitrag Nr. 495 ()
      Antwort auf Beitrag Nr.: 37.005.490 von 4now am 20.04.09 21:45:11jedenfalls ists die erste Möglichkeit für jeden in Molycorp zu investieren indem er GWG Shares kauft.
      Geld und Management von Molycorp und Goldman + KnowHow und Neue deposits von GWG das könnt schon ein Unternehmen werden daß gegen die Chinesen mehr als nur eine Chance hat.
      Dürfte den westlichen Markt dominieren und wäre die gesuchte
      Alternative zur den chinesischen Anbietern.
      Stellt sich noch die Frage ob ich als Altaktionär davon was habe.
      Wenn eine Privatfirma eine kontrollierende Mehheit an einer Börsennotierten Firma hat bleibt die Aktie dann notiert ?
      Oder werde ich Privatinvestor ? Werden wir zwangsabgefunden ?
      Letzteres würd ich seh sehr bedauern
      Avatar
      schrieb am 20.04.09 22:28:44
      Beitrag Nr. 496 ()
      Antwort auf Beitrag Nr.: 37.005.559 von 4now am 20.04.09 21:56:51Hi 4now

      Das ist jetzt einfach noch nicht absehbar worauf die sich einigen, aber nur weil eine Person oder Firma eine Aktienmehrheit hält ist alleine meiner Meinung nach noch kein Grund warum du deine Aktien nicht behalten solltest, die haben halt dann in der Firma das Sagen.

      Gruß Fritz
      Avatar
      schrieb am 20.04.09 22:59:25
      Beitrag Nr. 497 ()
      Antwort auf Beitrag Nr.: 37.005.839 von Fritz77 am 20.04.09 22:28:44würde ja gern in der MolycorpGWG investiert bleiben - fürchte nur daß man uns raushaben will. Molycorp und GWG sind ideal positioniert um vom massiv expandierenden rare earth markt in den USA (hybrids, windturbinen, flugezeugteile) zu profitieren und daß noch viele Jahre lang. Das professionelle Management ist mir sehr willkommen. Ich geh davon aus daß sehr viele die Gelegenheit nutzen werden um an Molycorp shares zu kommen. Sollte für den GWG Kurs positiv sein. Ich hätt nur gern daß wir börsennotiert bleiben
      denn ob ich als zwutschkerlaktionär an einer privaten firma profitieren kann das bezweifle ich ein wenig.
      Naja ist sicher besser als von den chinesen inhaliert zu werden.
      Würd Molycorp an die Börse gehen/via GWG bleiben wärs perfekt.

      +gruß 4now
      Avatar
      schrieb am 20.04.09 23:41:25
      Beitrag Nr. 498 ()
      Antwort auf Beitrag Nr.: 37.005.991 von 4now am 20.04.09 22:59:25Hi 4now

      Ich glaube für den Anfang hat es mal den Vorteil das die Billigstplacements erst mal der Vergangenheit angehören und das ist schon mal ein Vorteil.
      Marktbelebend dürfte es ganz sicher wirken, also im Normalfall dürfte GWG als kleine Firma profitieren, ob private Wünsche in Erfüllung gehen bleibt sicher abzuwarten.
      Persönlich freue ich mich erst mal und sehe das als Chance.

      Gruß Fritz
      Avatar
      schrieb am 20.04.09 23:58:45
      Beitrag Nr. 499 ()
      Antwort auf Beitrag Nr.: 37.005.991 von 4now am 20.04.09 22:59:25Hi 4now
      Nach genauerem lesen denke ich das wird zu einer kompletten Neubewertung von GwG führen und an dieser neubewerteten Firma hält Molycorp dann einfach die Aktienmehrheit.
      Das wäre echt nicht schlecht, sofern ich es richtig verstehe.
      Gruß Fritz
      Avatar
      schrieb am 21.04.09 00:37:35
      Beitrag Nr. 500 ()
      Antwort auf Beitrag Nr.: 37.006.231 von Fritz77 am 20.04.09 23:58:45stehen meiner Meinung nach zwei Sachen drinnen.
      Am Anfang schreiben sie von merger und amalgamation (Verschmelzung)
      und später dann daß sie neue Stimmrechtslose ! Molycorp Aktien
      ausgeben im Austausch gegen die alten GWG Aktien +eventuell auch neue. Das könnte jetzt nur eine Gegenseitige Beteiligung sein wie du meinst, da aber am Anfang Merger steht geh ich davon aus daß die sich schon alle GWG Shares holen und man dafür Molycorpshares bekommt. Wieviele hängt von der Bewertungstudie ab.
      Das stimmrechtslose gefällt mir natürlich nicht weil das das Interesse anderer Rare Earth Investment interessierter bzw solcher die bei Molycorp mitreden wollen (zb Chinesen) reduzieren dürfte. Stimmrechtslos ist also so wie bei den Vorzugsaktien.
      Das Interesse dürfte also mehr von denen kommen die via GWG Einstieg, an den zukünftigen Gewinnen von Molycorp beteiligt sein wollen.
      Zur Neubewertung kommt es wohl trotzdem.

      gruß 4now
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