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Japanese Firm Opens Rare Earth Plant
Lynas liefert ueber die naechsten 10 Jahre mindestens 8.500 tpa REE's von 11.000 tpa Lamp Phase 1 Produktion nach Japan. Da bleibt kaum noch etwas fuer die "Anderen" uebrig!
Mit anderen Worten. Lynas braucht nur noch produzieren und ausliefern, verkauft ist es bereits!
Monday November 12, 2012, 4:30am PST
By Adam Currie - Exclusive to Rare Earth Investing News
Japanese Firm Opens Rare Earth Plant
Vladimir Shkolnik, head of Kazatomprom, and Toru Furihata, director and senior managing executive officer of Sumitomo, cut the ribbon at the facility.
Japan has stepped up its efforts to wean itself away from China’s rare earths. And as of next year, the Land of the Rising Sun will have taken a significant step in chipping away at China’s dominance of the sector.
That was the message put forward last week when Japanese trading house Sumitomo (TSE:8053) cut the ribbon on a new plant that will begin manufacturing mixed rare earth carbonate for export to Japan as early as January 2013.
In a company press release, Sumitomo announced that Summit Atom Rare Earth Company (SARECO), a joint venture (JV) between Sumitomo and Kazakhstan’s NAC Kazatomprom, has opened its first factory in Stepnogorsk, Kazakhstan.
History and future aims
Kazakhstan and Japan agreed to strengthen cooperation in developing rare earth minerals when Yukio Edano, Japan’s minister of economy, trade and industry, visited the country earlier this year. Sumitomo hopes to obtain government funding to develop the Kazakhstan plant even further.
SARECO was established in Kazakhstan in May 2010 to recover rare earth elements (REEs) from uranium-ore residue, and since then it has been preparing to begin operating.
Sumitomo confirmed that the factory’s mixed rare earth carbonate will have high dysprosium and neodymium content — demand for these REEs is expected to rise substantially over the coming years as a result of the rising popularity of hybrid and electric vehicles (EVs).
Another step towards supply independence
The market has watched with increasing interest as Japan has proactively and aggressively sought out means to diversify its rare-earth supply base. Ensuring a stable supply of REEs is considered one of Japan’s top priorities as it aims to promote expansion and sophistication in its high-tech industry.
Last month, Japan announced that it plans to strengthen trade relations with India as it resumes its quest to once again become a contender within the market. Similarly, last week Toyotsu Rare Earth Canada took a step closer to securing its own REE supply by paying Matamec Explorations (TSXV:MAT) for an interest in the company’s Kipawa heavy rare earth element deposit. Toyotsu has also agreed to purchase 100 percent of the company’s mixed rare earth oxide concentrate once the project reaches the production phase.
Interestingly, the JV marks the second time in less than two years that Sumitomo has shown eagerness to expand its REE production capacity. In December 2010, it invested $130 million in Molycorp (NYSE:MCP), a US-based company that recently restarted its mine at Mountain Pass, California, in exchange for an exclusive seven-year trade contract. Molycorp is expected to be at full production capacity of 30,000 tons by next year.
Target market and capacity goals
According to SARECO, the Kazakhstan plant is designed to produce 1,500 tonnes of rare earth oxides (REOs) per year for the first couple of years, rising to 3,000 tonnes in 2015 and up to 5,000 to 6,000 tonnes of REOs by 2017. It also confirmed that SARECO’s main target will be the Japanese market.
In addition, the project aims to enhance its business by developing processing systems that will “isolate individual elements from rare earth mix to produce high-purity products.”
Kazatomprom outlined that participants invested approximately $30 million into the pilot project, with Kazatomprom holding 51 percent and Sumitomo 49 percent.
In Kazakhstan, where the economy has grown substantially over the past decade as a result of the development of natural resources including oil, natural gas, uranium and other minerals, REEs are garnering increased support under governmental resource development projects.
While REEs will be the main focus of the facility in the near term, Kazatomprom has stressed that the enterprise will not restrict itself to the production of its primary product — bulk REM concentrate. The company anticipates that an isotope separation process will be established in Kazakhstan by 2015 provided that there is a long-term source for raw material. In the longer term, the company is hoping to use the facility to produce rare-earth metals magnets.
What does this mean for Japan?
With India expected to supply Japan with 4,000 tons of REEs per year on top of Kazakhstan’s 1,500 tonnes, and present global production estimated at 115,000 tons per year (following China’s temporary closure of smelters for November), it is clear that Japan has attached much significance to these commodities.
Add to these factors the supply expected as a result of the deal drawn up between Japanese trading house Sojitz and Lynas Corporation (ASX:LYC), which is expected to result in a minimum 8,500 tonnes of REEs a year for 10 years, and the significance of such deals is further underlined.
Both Japan’s aim of reducing its rare earth dependency and the fact that countries like India are becoming major new sourcing destinations indicate that investors can expect a surge of interest from Japan in exploration and production projects with near- and medium-term potential.
Securities Disclosure: I, Adam Currie, hold no direct investment interest in any company mentioned in this article.
@
Lynas liefert ueber die naechsten 10 Jahre mindestens 8.500 tpa REE's von 11.000 tpa Lamp Phase 1 Produktion nach Japan. Da bleibt kaum noch etwas fuer die "Anderen" uebrig!
Mit anderen Worten. Lynas braucht nur noch produzieren und ausliefern, verkauft ist es bereits!
Monday November 12, 2012, 4:30am PST
By Adam Currie - Exclusive to Rare Earth Investing News
Japanese Firm Opens Rare Earth Plant
Vladimir Shkolnik, head of Kazatomprom, and Toru Furihata, director and senior managing executive officer of Sumitomo, cut the ribbon at the facility.
Japan has stepped up its efforts to wean itself away from China’s rare earths. And as of next year, the Land of the Rising Sun will have taken a significant step in chipping away at China’s dominance of the sector.
That was the message put forward last week when Japanese trading house Sumitomo (TSE:8053) cut the ribbon on a new plant that will begin manufacturing mixed rare earth carbonate for export to Japan as early as January 2013.
In a company press release, Sumitomo announced that Summit Atom Rare Earth Company (SARECO), a joint venture (JV) between Sumitomo and Kazakhstan’s NAC Kazatomprom, has opened its first factory in Stepnogorsk, Kazakhstan.
History and future aims
Kazakhstan and Japan agreed to strengthen cooperation in developing rare earth minerals when Yukio Edano, Japan’s minister of economy, trade and industry, visited the country earlier this year. Sumitomo hopes to obtain government funding to develop the Kazakhstan plant even further.
SARECO was established in Kazakhstan in May 2010 to recover rare earth elements (REEs) from uranium-ore residue, and since then it has been preparing to begin operating.
Sumitomo confirmed that the factory’s mixed rare earth carbonate will have high dysprosium and neodymium content — demand for these REEs is expected to rise substantially over the coming years as a result of the rising popularity of hybrid and electric vehicles (EVs).
Another step towards supply independence
The market has watched with increasing interest as Japan has proactively and aggressively sought out means to diversify its rare-earth supply base. Ensuring a stable supply of REEs is considered one of Japan’s top priorities as it aims to promote expansion and sophistication in its high-tech industry.
Last month, Japan announced that it plans to strengthen trade relations with India as it resumes its quest to once again become a contender within the market. Similarly, last week Toyotsu Rare Earth Canada took a step closer to securing its own REE supply by paying Matamec Explorations (TSXV:MAT) for an interest in the company’s Kipawa heavy rare earth element deposit. Toyotsu has also agreed to purchase 100 percent of the company’s mixed rare earth oxide concentrate once the project reaches the production phase.
Interestingly, the JV marks the second time in less than two years that Sumitomo has shown eagerness to expand its REE production capacity. In December 2010, it invested $130 million in Molycorp (NYSE:MCP), a US-based company that recently restarted its mine at Mountain Pass, California, in exchange for an exclusive seven-year trade contract. Molycorp is expected to be at full production capacity of 30,000 tons by next year.
Target market and capacity goals
According to SARECO, the Kazakhstan plant is designed to produce 1,500 tonnes of rare earth oxides (REOs) per year for the first couple of years, rising to 3,000 tonnes in 2015 and up to 5,000 to 6,000 tonnes of REOs by 2017. It also confirmed that SARECO’s main target will be the Japanese market.
In addition, the project aims to enhance its business by developing processing systems that will “isolate individual elements from rare earth mix to produce high-purity products.”
Kazatomprom outlined that participants invested approximately $30 million into the pilot project, with Kazatomprom holding 51 percent and Sumitomo 49 percent.
In Kazakhstan, where the economy has grown substantially over the past decade as a result of the development of natural resources including oil, natural gas, uranium and other minerals, REEs are garnering increased support under governmental resource development projects.
While REEs will be the main focus of the facility in the near term, Kazatomprom has stressed that the enterprise will not restrict itself to the production of its primary product — bulk REM concentrate. The company anticipates that an isotope separation process will be established in Kazakhstan by 2015 provided that there is a long-term source for raw material. In the longer term, the company is hoping to use the facility to produce rare-earth metals magnets.
What does this mean for Japan?
With India expected to supply Japan with 4,000 tons of REEs per year on top of Kazakhstan’s 1,500 tonnes, and present global production estimated at 115,000 tons per year (following China’s temporary closure of smelters for November), it is clear that Japan has attached much significance to these commodities.
Add to these factors the supply expected as a result of the deal drawn up between Japanese trading house Sojitz and Lynas Corporation (ASX:LYC), which is expected to result in a minimum 8,500 tonnes of REEs a year for 10 years, and the significance of such deals is further underlined.
Both Japan’s aim of reducing its rare earth dependency and the fact that countries like India are becoming major new sourcing destinations indicate that investors can expect a surge of interest from Japan in exploration and production projects with near- and medium-term potential.
Securities Disclosure: I, Adam Currie, hold no direct investment interest in any company mentioned in this article.
@
Zitat von Before:Zitat von dlehmann: Spätestens Mittwoch-Nacht ist die KE bei Lynas wieder verdaut und Geschicht bei den Anlegern, wenn nicht schon heute Nacht. Dann geht es hier wieder Richtung Norden.
Moeglich, aber wahrscheinlich? Wir wissen... in Malaysia ist ALLES moeglich. Wenn irgendein Dorfrichter am Mittwoch mal WIEDER beschliesst, TOL auf HALT, was dann? Diese Deppen sterben nie aus.
Ich rechne fruehestens in der naechsten Woche mit einer deutlichen Erholung und Anstieg -> $ 1
Nur wenn das Gericht diesen erneuten Einspruch abschliessend abschmettert, dann faengt der Anstieg des Kurses NACH dem Urteil an, also eher am Donnerstag.
Dieser neueste Antrag ist nur einer von mindestens drei weiteren Moeglichkeiten zum Widerspruch durch die Instanzen gegen Lynas.
Dazu werden Protest-Aktionen kommen, sobald das Konzentrat in Kuantan eintrifft (sind schon angekuendigt). Auch da erwarte ich begleitende Kurs-Kapriolen.
Ich denke nicht, das es in den naechsten Tagen und Wochen hier langweilig werden wird (entsprechend vorsichtig waere ich, eine "Erholung" fuer naechste Woche -- oder gar Mittwoch! haha -- zu prophezeihen).
Realismus und ordentlich gemanagte Erwartungen. Dann wird man weder enttaeuscht, noch unnuetz gestresst. Und wer schon unbedingt gleich wieder die rosarote Brille aufhaben muss, die wenigstens ein bisschen putzen und den Blick auf bekannte Faktren lenken...
Zu der Bubble haben wir doch auch etwas:
http://www.ft.com/intl/cms/s/2/0982794e-06e6-11e1-b9cc-00144…
After 2010’s export kerfuffle, speculators helped created a “bubble effect” in the rare earth market, but prices have been on the decline since summer perhaps due to some of that froth coming off the market, said Peter Dickie, CEO of Vancouver-based Quantum Rare Earth Developments (CVE:QRE). He and Donald Ranta, CEO of Colorado-based Rare Element Resources (AMEX:REE, CVE:RES), said the Baotou closure was a response to this year’s decline in rare earth prices.
Die Marktmechanismen sind doch bei jeder Preisexplosion also auch die REE Bubble, die komplett vorbei ist, gleich. Steigende Preise führen zu Käufen (Insider wie Spekulanten) und die Effekte verstärken sich. Wenn die Partie vorbei ist muss man die Alkohol (=Spekulations-) Leichen entsorgen.
http://www.ft.com/intl/cms/s/2/0982794e-06e6-11e1-b9cc-00144…
After 2010’s export kerfuffle, speculators helped created a “bubble effect” in the rare earth market, but prices have been on the decline since summer perhaps due to some of that froth coming off the market, said Peter Dickie, CEO of Vancouver-based Quantum Rare Earth Developments (CVE:QRE). He and Donald Ranta, CEO of Colorado-based Rare Element Resources (AMEX:REE, CVE:RES), said the Baotou closure was a response to this year’s decline in rare earth prices.
Die Marktmechanismen sind doch bei jeder Preisexplosion also auch die REE Bubble, die komplett vorbei ist, gleich. Steigende Preise führen zu Käufen (Insider wie Spekulanten) und die Effekte verstärken sich. Wenn die Partie vorbei ist muss man die Alkohol (=Spekulations-) Leichen entsorgen.
Zitat von whitewrx:Zitat von Before: Ich rechne fruehestens in der naechsten Woche mit einer deutlichen Erholung und Anstieg -> $ 1
Wie jede Woche
Stimmt. Wie jede Woche muss man sich bei Lynas den neu geschaffenen Realitaeten anpassen, manchmal sogar taeglich. Da eine Langzeitprognose darzustellen faellt ziemlich schwer.
Wir werden sehen, was in den naechsten Tagen passiert... und dann auf zur neuen Annahme, was naechste Woche sein koennte...
Zitat von websin: da ich dir geantwortet habe, du aber NUR fragen stellst bitte ich dich nun auch mal fragen zu beantworten.
welche aktuelle Überproduktion?
welche aktuellen neuen Lieferanten?
welche Panikkäufe?
welche Substitution im Produktionsprozess?
Ich habe Dir mein Statement geschrieben.
Bitte auch durchlesen sonst mache ich mir nicht mehr die Mühe.
Hast Du das gelesen? Stichwort: china, Indien.
Du kontakarierst Dich gerade selber...
Nach Deinen Vorgaben müsste alles in 2 Jahren den Bach runter geangen sein (aus den o.a. Gründen) und China Alleinproduzent sein, daher können nach Deiner Prognose die preise ja nicht steigen...
seit 15:18 wartet websin auf die beantwortung dieser o.a. fragen, die equityswap als "fakten" in den raum gestellt hat. bisher fruchtlos.
Trading Spotlight
ABLENKEN...
FRAGEN ZU DEINEN BEHAUPTUNGEN BEANTWORTEN NICHT.
mein sohn kann das schon besser als du
....und der weiss noch gar nicht was ein pc ist
FRAGEN ZU DEINEN BEHAUPTUNGEN BEANTWORTEN NICHT.
mein sohn kann das schon besser als du
....und der weiss noch gar nicht was ein pc ist
Weiß jemand warum Lynas bei German-Bulls und Aussi-Bulls nicht mehr aufgerufen werden kann ?
Zitat von Equityswap: Lest Euch das mal erst durch...
Mich würde einfach nur interessieren ob Ihr auf Grund Eures Fachwissens im letzten Jahr eine bessere Performance hattet?
Bin bei Lynas +/- Null herausgekommen in dem ich bei den drei Spitzen
02.02.2012
28.05.2012
05.09.2012
verkauft habe und wenn es dann wieder herunterkrachte kaufte.
So eine Aktie die nur fällt ist doch wirklich nicht interessant - oder?
Was man da im letzten Jahr an Performance verlor. Zum Glück waren die REE maximal 2 % von meinem Depot.
Zum Vergleich - der Dax + 22,88 % Satt oder?
Lynas - 25,61 %
Diese Selbstdarstellerei find ich sehr arm
Durchsuchen
23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
21.06.23 · Konstantin Oldenburger · Lynas Rare Earths |