LYNAS - auf dem Weg zu einem Rohstoffproduzent von Hightech-Rohstoffen (Seite 5097)

[sailor888]

Wichtig auch, dass die Kosten imernoch bei 5,65 USD liegen. Also heute schon ein Gewinn von 11 USD/kg. Wenn in ca. 2 Jahren 22000 t gefördert werden, sind das 242 mio. USD Gewinn, bei einer MK von heute 580 mio. €.

[schlumpftrader]

Antwort auf Beitrag Nr.: 39.660.756 von JoJo49 am 10.06.10 10:28:15

hallo,

jojo hat recht, zumal auch 2 neue bilder der im bau befindlichen anlagen vorhanden sind (zumindest scheint mir, diese bisher nicht gesehen zu haben).

bye
schlumpftrader

[JoJo49]

Antwort auf Beitrag Nr.: 39.656.989 von Dotchy am 09.06.10 17:12:35

Dazu paßt IHMO die Top-Presentation von Lynas von Heute wie die berühmte Faust aufs Auge.

Lesen lohnt sich!

Lynas Presentation - JP Morgan China Conference 10 June 2010
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=493860


Grüsse JoJo

[Dotchy]

Worries mount over China's 'rare earth' export ban
Published: 09 June 2010
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Beijing's plan to ban exports of key raw materials called 'rare earths' as of 2015 should cause concern among manufacturers of high-tech products ranging from computers to electric car batteries and wind turbines, experts warned.
Background

China is responsible for 95% of global rare earth production and about 60% of consumption currently originates from there, according to the US Geological Survey, a federal agency.

In November 2008, the European Commission presented a new 'integrated strategy' for raw materials, suggesting three pillars for the EU's policy response to global resource scarcity (EurActiv 05/11/08):

* Better and undistorted access to raw materials on world markets;
* Improved conditions for raw materials extraction within Europe, and;
* Reducing the EU's consumption of raw materials by increasing resource efficiency and recycling.

The strategy was supported by EU industry ministers who called for EU "raw materials diplomacy" and a stronger focus on resource-efficiency and recycling (EurActiv 04/06/09).

In November, the European Commission set up an expert group which began screening a list of thirty-nine "potentially critical" raw materials whose availability to industry could come under threat as global competition for natural resources intensifies (EurActiv 01/12/09).
More on this topic
LinksDossier:Raw materials: Heading for a global resource crunch?
News:EU starts screening raw materials ‘critical list’
News:EU worries about access to key raw materials

Since 2005, China has imposed a "rapid diminution of export quotas" on a number of rare metals and is planning a full export ban as of 2015, said Christian Hoquart, an economist at BRGM, a French public institute specialised in earth sciences.

Rare Earth Elements are used in the manufacturing of high-tech products such as wind turbines, electronic consumer goods, nanotechnologies, batteries for electric cars and various military applications.

Neodymium magnets, for example, are used in computer hard drives but also on offshore wind turbines, Hoquart said. A kilo of neodymium is necessary to make high-power, lightweight magnets for electric motors of hybrid cars, such as the electric engine of a Toyota Prius.

Although supplies are sufficient, over 95% of production is currently located in China and potential supply disruptions could hamper the development of the green economy, experts told a roundtable organised on 20 May by the French Institute of International Relations (IFRI) in Brussels.

"Rare earths are not rare," said James B. Hedrick, a former employee at the US Geological Survey who has since opened his own consulting firm. "However, the number of economic concentrations discovered to date are limited," he added, indicating that the vast majority of these were located in China.

"The Middle East has oil, China has rare earths," he quoted Den Xiaoping as saying back in 1992.

Chinese exports to be banned as of 2015

However, the large quantities of rare earths that China has so far been supplying unhindered to the world's high-tech industries could soon dry out, the experts warned.

"The real trouble is a recent report by the Chinese Ministry of Industry and Information Technology that some heavy rare earths – Dysprosium, Terbium, Thulium, Lutetium, Yttrium – will be prohibited from exporting after 2015," said Hoquart, the French rare earth specialist.

"We see an urgency to develop a complete supply chain outside China," he said.

A number of mining projects have been launched outside China, Hoquart said – in the US, Canada and Australia, for instance – but low Chinese prices are discouraging new market entrants.

With prices of neodymium recently increasing five-fold to $23 a pound, ten companies have shown an interest in opening new rare earth mines, Hoquart said.

But they still face challenges matching China's low costs, which are mainly driven by low wages, he said. In any case, projects need to be speeded up in view of China's export ban in 2015, he said.

"2014 is really around the corner," Hoquart warned. "Supply shortages are really not impossible."

EU 'critical list' of raw materials

The warning comes as the European Commission is finalising a report that will define raw materials considered 'critical' to EU industries.

The report will be officially presented on 16 June at a 'European Minerals' conference in Madrid under the patronage of the Spanish EU Presidency.

A first batch of raw materials – cobalt, lithium and rare earths – was examined by a Commission expert group in November 2009. Various indicators will be used to determine whether they can be substituted or whether there is a real supply risk, EU officials explained (EurActiv 01/12/09).

At the same time, the EU has also pursued a more aggressive policy on the litigation side by filing a joint complaint with the United States at the World Trade Organisation in June last year, accusing Beijing of unfairly favouring its industries by restricting access to nine types of key raw materials (EurActiv 24/06/09).

China's attempt to attract high-tech investors

In the long run, Christian Hoquart said that Beijing's aim was to attract foreign investors in the country. "What we see is that China it is pressuring high-tech manufacturers to invest and produce in China where they can find the raw materials to do it," he said.

The French economist said the problem was not one of geological resources, which he said are plentiful. "The problem is availability for the manufacturing industry for key heavy rare earths – Dysprosium, Terbium – and also for light rare earths – Neodymium – and the trouble with short-term shortage risk."

But he warned that stockpiling, like Japan has started doing, was "not the true solution". "Perhaps better is to develop a complete view of the supply chain," he said.

To do this, Hoquart suggested setting up an observatory for rare earths and metals in order to have a better outlook on price volatility and potential supply shortages. "Statistics are difficult to find, incomplete and subject to manipulation," he warned.


Quelle: http://www.euractiv.com/en/sustainability/worries-grow-over-…

[Dotchy]

China Looking to Better Manage Reserves of Rare Earth Metals

by stuart on June 7, 2010

Two recent articles on essentially the same topic illustrate the differing views that can be placed on China’s decision to restrict Rare Earth Element (REE) mining to a limited number of major state enterprises. The first with the headline, “China tightens stranglehold on rare earth minerals” appears in the Telegraph newspaper and goes on to say how the US is turning to the World Trade Organization (WTO) to bring legal action to reverse restrictions China has placed on the export of these critical metals. The article raises the specter of the west being held to ransom saying developed countries, including the US, are almost totally reliant on China for rare earth metals after years of cheap Chinese exports in the 1980s and 1990s rendered Australian and American rare earth mines uneconomic. The main thrust of the WTO action seems to be that China’s move is unfair to foreign companies because by restricting exports, China is creating a situation in which domestic consumers have access to lower prices but overseas firms are left to fight for limited supplies and as a result will have to pay much more.

In fact the main objective of the recent Chinese announcement is to crack down on illegal mining and more effectively husband what they see as a dwindling resource. Quoted in a Mineweb article Zhang Anwen, deputy secretary-general of the Chinese Society of Rare Earths said the minerals are “very much undervalued because of over-exploitation and improper management.” Zhang told the New York Times, “We want a higher price on rare earth minerals. …Foreign buyers should more or less share our costs, including the high cost of reducing environmental pollution.”

China produces 97% of the world’s supply of rare earth elements although it only accounts for 59.3% of global rare earth deposits. In March, the Ministry of Land and Resources announced that REE production would be capped at 892,000 tons this year. In a Wall Street Journal article, James Bacchus, a former chairman of the World Trade Organization’s Appellate Body and a trade negotiator, noted, “The Chinese stand accused by some trading partners of hoarding rare elements and other raw materials that are essential to many globally traded products.” But Bacchus said “China is hardly the only country considering export restrictions as the race for natural resources heats up in the wake of the recession”. However, China said it is not violating WTO rules and is aimed at legally protecting its natural resources. “WTO rules stipulate that its members can take measures to protect their raw materials from being exhausted, and China’s measures are in line with them,” He Weiwen, managing director of the China Society of WTO Studies is quoted as saying.

It is likely the damage done to western REE mining and refining operation in the 80/90’s by cheap Chinese exports was not so much part of a grand strategy to wipe out the competition and set the stage for world domination but rather the result of lax controls over mining, refining and exports. The Chinese are paying the price for this as much as the west. Vast quantities of valuable metals have been exploited by their own corporations and the world has benefited from cheap supplies, stimulating new technologies. Now the whole world, China included, will have to get used to higher prices. The benefit will be to support western based resource companies such as Molycorp and Lynas, and encourage engineers to make the most of every gram used. We don’t see China gaining a huge competitive advantage even if there is a price discrepancy between domestic and world prices, except in those few application where large quantities of REE are used per device such as wind turbine magnets. If Chinese producers flood the market with low cost wind turbines, western producers have anti dumping legislation to protect them and are not slow to use it as we have seen recently with aluminum extrusions. History shows that where China has a sharp polarization between domestic and global prices the gray market soon steps in to leak exports or imports and take advantage of the differential.

–Stuart Burns

Quelle: http://agmetalminer.com/2010/06/07/china-looking-to-better-m…

[Dotchy]

Heute folgende E-Mail von Lynas bekommen:

Mount Weld Rare Earths Composition Price Reaches New High

Lynas Corporation Limited (ASX: LYC) is pleased to announce a new price high of US$16.56/Kg was reached on 7 June 2010 for the average Mount Weld Rare Earths composition on a FOB China basis.

China has recently announced that only a few select State Owned Enterprises will be allowed to mine Chinese Rare Earths resources, “The mineral is very much undervalued because of over-exploitation and improper management. So the latest proposal is critical and will benefit the whole industry”, according to the Chinese Society of Rare Earths which noted that prices are only up 20% since 1979 despite demand that has tripled in the past decade.

In March the Ministry of Land and Resources capped this year's production at 89,200 tons, up 8.36% year-on-year, but it has also stopped issuing new licences until 30 June 2011. There have been recent news reports that the Chinese Government is tightening the controls within China to enforce the production quota system and decreasing mining which was occurring in breach of this production quota system.

The increase in prices has been anticipated as demand continues to recover strongly in 2010. The Japanese Ministry of Finance recorded Japanese Rare Earths imports increased by 230% in April 2010 from a year earlier, the second month in a row Japanese imports have increased significantly year-on-year.

The price high for the average Mount Weld composition prior to the global slow down in 2008/2009 was US$15.41/kg in the first week of July 2008. The new price high reinforces the value of the Mount Weld Rare Earths resource and the two plants currently under construction; the Concentration Plant in Western Australia and the Advanced Materials Plant in Malaysia. Lynas is on schedule to start production as planned early in the third quarter of 2011, offering the first significant source of new supply of Rare Earths outside of China.

For more information, please visit our website: http://www.lynascorp.com or email: [e-mail]

[JoJo49]

Antwort auf Beitrag Nr.: 39.641.779 von jrsh am 07.06.10 15:12:13

Ist bezogen auf die Kursentwicklung von Lynas nur noch eine Frage der Zeit.
IHMO werden wir heir schon in einem jahr ganz andere Kurse sehen.

@ eine erfolgreiche Woche


Grüsse JoJo

http://www.chinaeconomicreview.com/dailybriefing/2010_06_02/…
http://online.wsj.com/article/SB1000142405274870396120457528…
China to subsidize hybrid, electric vehicle purchases - CER/WSJ - June 2, 2010

"The Chinese government will subsidize purchases of plug-in hybrid and battery-powered cars in a pilot program, the Wall Street Journal reported.

Buyers of purely electric vehicles will receive up to US$8,8000 and buyers of qualified gasoline-electric hybrids will receive US$7,333. The two-year program will start this year in Shanghai, Hangzhou, Changchun, Shenzhen and Hefei. Auto executives said the subsidies are likely to only be applied to domestic brands, although the government's statement was not explicit on the point. Most likely to benefit from the policy is Chinese electric car maker BYD (1211.HK), which has already launched a fleet of electric taxis in Shenzhen this year. Nissan Motor (7201.TYO) is planning to introduce its all-electric Leaf model in China next year, but it is unlikely to benefit from the subsidies. Nissan executives said that if such subsidies were offered, the company would consider producing the car in China. "
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Elektroräder in Städten schneller als Autos

Bis zu neun Kilometer Fahrstrecke geht es mit einem Elektrorad meist schneller.

Fahrradfahren ist nicht nur gesund, preisgünstig und umweltverträglich- in Städten ist man mit dem Fahrrad oft sogar schneller am Ziel. Der Verkehrsclub Deutschland e.V. (VCD) berichtet anhand von aktuellen Daten , dass man mit einem herkömmlichen Rad in der Stadt auf einer Strecke bis zu fünf Kilometern von Tür zu Tür schneller als ein Auto ist, das gerade auf Kurzstrecken viel Sprit verbraucht − hochgerechnet bis zu 30 Liter je 100 km. Mit einem Elektrofahrrad verlängert sich diese Strecke sogar auf neun Kilometer.

MIt Pedelecs sind Steigungen, lange Strecken und Gegenwind auch für weniger sportliche Fahrer kein Problem mehr. Aber nicht nur da: Auch beim Einkaufen, auf dem Weg zu Arbeit oder wenn man mit Kindern unterwegs ist, kommt die Unterstützung durch den Motor wie gerufen: Mit dem Pedelec lassen sich viele Wege schneller und entspannter zurücklegen.

Die gewünschte Unterstützung kann oft stufenweise gewählt werden, ehe sich der Motor bei 25km/h automatisch abschaltet. Mit einer Akkuladung sind Reichweiten bis zu 60 Kilometern oder sogar mehr möglich. Aber auch ohne Motorunterstützung kann das Rad problemlos gefahren werden. Es ist ratsam, vor einem Kauf einfach verschiedene E-Räder zu testen und dabei das Rad auch einmal ohne Motorunterstützung zu fahren, um zu sehen, wie es sich mit leerem Akku radelt. Mit durchschnittlich 25 Kilogramm sind manche Elektrofahrräder recht schwer, daher ist es sinnvoll, das Rad vor dem Kauf auch einmal aufzuheben.

Die in Elektrorädern vorwiegend eingesetzten Lithium-Ionen-Akkus können bis zu 1000 Mal aufgeladen werden. Oft werden sie vom Rad abgenommen und über ein Ladegerät aufgeladen. Da die Akkus auch in ungenutztem Zustand altern, ist eine Lebensdauer von drei bis fünf Jahren realistisch. Es ist sinnvoll, sich über die Verfügbarkeit von Ersatzakkus beim Herstelle im Vorfeld zu erkundigen und sich entsprechende Garantiebedingungen schriftlich bestätigen zu lassen.

Die Preisspanne bei Elektrofahrrädern reicht von 700-800 bis 4000 Euro. Ein qualitativ gutes Rad ist, so die Experten, ab etwa 1500 Euro zu haben. Die Kosten für einen weiteren Akku liegen zwischen 400 und 1000 Euro. Die begrenzte Lebensdauer des Akkus sollte beim Kauf eines Pedelecs bedacht werden.

Ein Elektrorad verbraucht etwas über eine Kilowattstunde Strom je 100 Kilometer, die Ladekosten liegen bei etwa 20 Cent pro Kilowattstunde. Um Pedelecs wirklich klimabewusst zu nutzen, sollte der Akku nur mit Strom aus erneuerbaren Energiequellen geladen werden. Bei schlechtem Strom-Mix können vier bis 14 Gramm CO2 je Kilometer anfallen (deutsche Werte!) .

Zum Vergleich: Als Autofahrer verursacht man durchschnittlich 140 Gramm CO2 pro Kilometer. Am klimafreundlichsten bleibt aber auf alle Fälle immer noch das reguläre Fahrrad ganz ohne Motor.
Quelle:

oekonews.at | holler 2010

[jrsh]

Antwort auf Beitrag Nr.: 39.641.513 von websin am 07.06.10 14:32:17

unter normalen Umständen ist das richtig, aber die haben wir leider nicht zur Zeit. Vor allem entwickelt sich der LYC-Kurs genau gegensätzlich zum MW-Basket-Preis und das gibt mir doch sehr zu denken.

Mal schauen wie die Woche noch so läuft.

[websin]

Antwort auf Beitrag Nr.: 39.640.661 von jrsh am 07.06.10 11:45:10

Ich glaube Charttechnik ist hier der falsche Ansatz. Ich würde mir mal den Verlauf eines Aktienwertes bei Minen ansehen (hat jojo49) hier mal veröffentlicht. Da sind von Bekanntmachung über Probebohrungen bis zur Produktion (außer a.o. Ereignisse) der Aktienverlauf in etwa grob ansetzbar - wie ich meine.

[jrsh]

Antwort auf Beitrag Nr.: 39.641.218 von suffkopf am 07.06.10 13:28:31

da stimme ich dir vollkommen zu, langfristig sehe ich die Situation auch sehr positiv, immer vorausgesetzt dass nicht alles den Bach runter geht und selbst das kann man heute nicht mehr ganz ausschliessen!