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http://www.jackliftonreport.com/2010/05/chinese-restructurin…
Chinese Restructuring Of The Rare Earth Mining Industry Goes Into High Gear
by Jack Lifton on May 19, 2010 · 2 comments
in China, News Analysis, Rare Earths
Yesterday I reported on why I think Baotou Rare Earths has announced its creation of a plan to stockpile 300,000 tonnes of rare earth ore concentrates during the next three years (i.e., by 2013). A colleague of mine sent me an article this morning (morning, that is in Shanghai) that explains the actions of Baotou REEs, and I think points to my conjecture being correct.
The Chinese rare earth mining and refining industry is growing up. Recognizing the critical importance of the rare earth elements to modern high tech and cleantech, the Chinese government has decided to finally end the era of free-for-all mining for these critical materials. The announcement came in a news story entitled “MIIT Releases Draft Entry Standards for Rare Earth Industry.”
The announcement is a typical administrative request for comment by the affected industry, on standards for the creation and maintenance of ventures in that industry. In other words, the Chinese government is going to “regulate” rare earth mining and refining, and in particular is raising the bar for entry into or for remaining in the rare earth production and refining industry.
The article commented that the notice ”outlines several detailed regulations concerning the industry”, including:
Production scale
Technological equipment
Energy consumption
Resource utilization
Environmental protection
Product quality
Supervision and management.
The article went on to note that the notice proposes minimum annual production capacities of:
300,000 tons for light earth enterprises
3,000 tons for “red earth” enterprises
In addition:
“The size of rare earth smelting projects should be no less than 1,500 tons per year. The capital ratio of fixed asset investment projects in the industry would be set at a minimum of 40% under proposals included in the notice. Energy consumption would also be tightened under the notice, which stipulates that energy consumption in rare earth smelting should have an efficiency of at least 85%, and energy consumption for each ton of product produced should be less than 1.6 tons standard coal equivalent.”
The article went on to say that
[t]he analyst said that as Baotou Steel Rare-Earth Hi-Tech Co. Ltd. (600111.SH), the largest rare earth enterprise by revenue in China, has largely integrated the rare earth resources in North China, the new wave of restructuring will focus on South China, in particular Sichuan, Jiangxi and Guangdong provinces.”
I have encountered the term “red earth” enterprises before, as part of an inquiry on translating documents such as this from a Washington, D.C.-based colleague who is fluent in the Chinese language. We decided that “red” or sometimes the word “colored” is used in such descriptions to mean “the other lesser available kind of metal in a category.” It means non-ferrous metal when applied to base metals and “heavy” rare earths when applied to rare earths.
But even if that is a correct interpretation, 3,000 tons seems rather small unless you decide that included in this figure are only results for dysprosium, terbium, and europium, which I think likely. Yttrium, which is traditionally group with the heavy rare earths, may have been eliminated from that category for the purposes of this regulation.
It is also difficult to decide whether or not the 300,000 tons and 3,000 tons refers to ore concentrates or to refined oxides or metals. But in any case, the figure set for allowed production by the industry as a whole, explains why Baotou is announcing its stockpiling as an inventory build. The company is proposing to unofficially cover the needs of the entire Chinese rare earth utilization industry for at least a year, probably more, in the case of a total shutdown, for whatever reason. This is equivalent to saying to the government regulators: “We agree with your plan and with your goals as set.”
The Chinese mining industry does not originate or make economic or political decisions for the state; it follows directives in those categories from the state.
I have written before of the Chinese government’s overriding economic concerns being primarily to hold down inflation and maintain a stable currency.
MIIT is merely doing its part to implement those core economic policies in the rare earth mining industry by, for the first time, closely regulating it. This will eliminate “artisanal,” i.e., illegal, mining, and allow a metric for evaluating the efficiency of a mining company to be used, by creating fixed operating parameters and targets under which regime individual enterprises can be judged, along with whether or not to issue a license for a new enterprise or an expansion of an existing one.
How will this affect the USA? First of all, the numbers tell us exactly what China will produce at a maximum for all types of rare earths. Second, it will make every aspect of dealing with “artisanal” miners a crime, so that foreign as well as Chinese buyers of “smuggled’ goods will have much to think about in the way of consequences, before encouraging such behavior. Positively, this will mean that when a target is missed within the Chinese rare earths industry, there will be an immediate opportunity for a non-Chinese supplier to step in to fill the gap, and it will encourage Chinese export customers to plan for such “shortages,” which will probably drive China, when and if they occur, to restrict exports.
For the moment, Baotou’s creation of a strategic inventory should be a red flag (excuse the pun) for those who think the rare earth security of supply issue is losing traction. China’s rare earth industry is already preparing for the consequences of restructuring. This will include a possible shutdown for environmental remediation. This will mean conservation by China of critical resources.
I say again: We need to get some non-Chinese resources of the rare earths into production as rapidly as possible. Baotou is saying we have just 3 years left to get our act together.
What do you think?
Übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…
@ schöne Feiertage
Grüsse JoJo
Chinese Restructuring Of The Rare Earth Mining Industry Goes Into High Gear
by Jack Lifton on May 19, 2010 · 2 comments
in China, News Analysis, Rare Earths
Yesterday I reported on why I think Baotou Rare Earths has announced its creation of a plan to stockpile 300,000 tonnes of rare earth ore concentrates during the next three years (i.e., by 2013). A colleague of mine sent me an article this morning (morning, that is in Shanghai) that explains the actions of Baotou REEs, and I think points to my conjecture being correct.
The Chinese rare earth mining and refining industry is growing up. Recognizing the critical importance of the rare earth elements to modern high tech and cleantech, the Chinese government has decided to finally end the era of free-for-all mining for these critical materials. The announcement came in a news story entitled “MIIT Releases Draft Entry Standards for Rare Earth Industry.”
The announcement is a typical administrative request for comment by the affected industry, on standards for the creation and maintenance of ventures in that industry. In other words, the Chinese government is going to “regulate” rare earth mining and refining, and in particular is raising the bar for entry into or for remaining in the rare earth production and refining industry.
The article commented that the notice ”outlines several detailed regulations concerning the industry”, including:
Production scale
Technological equipment
Energy consumption
Resource utilization
Environmental protection
Product quality
Supervision and management.
The article went on to note that the notice proposes minimum annual production capacities of:
300,000 tons for light earth enterprises
3,000 tons for “red earth” enterprises
In addition:
“The size of rare earth smelting projects should be no less than 1,500 tons per year. The capital ratio of fixed asset investment projects in the industry would be set at a minimum of 40% under proposals included in the notice. Energy consumption would also be tightened under the notice, which stipulates that energy consumption in rare earth smelting should have an efficiency of at least 85%, and energy consumption for each ton of product produced should be less than 1.6 tons standard coal equivalent.”
The article went on to say that
[t]he analyst said that as Baotou Steel Rare-Earth Hi-Tech Co. Ltd. (600111.SH), the largest rare earth enterprise by revenue in China, has largely integrated the rare earth resources in North China, the new wave of restructuring will focus on South China, in particular Sichuan, Jiangxi and Guangdong provinces.”
I have encountered the term “red earth” enterprises before, as part of an inquiry on translating documents such as this from a Washington, D.C.-based colleague who is fluent in the Chinese language. We decided that “red” or sometimes the word “colored” is used in such descriptions to mean “the other lesser available kind of metal in a category.” It means non-ferrous metal when applied to base metals and “heavy” rare earths when applied to rare earths.
But even if that is a correct interpretation, 3,000 tons seems rather small unless you decide that included in this figure are only results for dysprosium, terbium, and europium, which I think likely. Yttrium, which is traditionally group with the heavy rare earths, may have been eliminated from that category for the purposes of this regulation.
It is also difficult to decide whether or not the 300,000 tons and 3,000 tons refers to ore concentrates or to refined oxides or metals. But in any case, the figure set for allowed production by the industry as a whole, explains why Baotou is announcing its stockpiling as an inventory build. The company is proposing to unofficially cover the needs of the entire Chinese rare earth utilization industry for at least a year, probably more, in the case of a total shutdown, for whatever reason. This is equivalent to saying to the government regulators: “We agree with your plan and with your goals as set.”
The Chinese mining industry does not originate or make economic or political decisions for the state; it follows directives in those categories from the state.
I have written before of the Chinese government’s overriding economic concerns being primarily to hold down inflation and maintain a stable currency.
MIIT is merely doing its part to implement those core economic policies in the rare earth mining industry by, for the first time, closely regulating it. This will eliminate “artisanal,” i.e., illegal, mining, and allow a metric for evaluating the efficiency of a mining company to be used, by creating fixed operating parameters and targets under which regime individual enterprises can be judged, along with whether or not to issue a license for a new enterprise or an expansion of an existing one.
How will this affect the USA? First of all, the numbers tell us exactly what China will produce at a maximum for all types of rare earths. Second, it will make every aspect of dealing with “artisanal” miners a crime, so that foreign as well as Chinese buyers of “smuggled’ goods will have much to think about in the way of consequences, before encouraging such behavior. Positively, this will mean that when a target is missed within the Chinese rare earths industry, there will be an immediate opportunity for a non-Chinese supplier to step in to fill the gap, and it will encourage Chinese export customers to plan for such “shortages,” which will probably drive China, when and if they occur, to restrict exports.
For the moment, Baotou’s creation of a strategic inventory should be a red flag (excuse the pun) for those who think the rare earth security of supply issue is losing traction. China’s rare earth industry is already preparing for the consequences of restructuring. This will include a possible shutdown for environmental remediation. This will mean conservation by China of critical resources.
I say again: We need to get some non-Chinese resources of the rare earths into production as rapidly as possible. Baotou is saying we have just 3 years left to get our act together.
What do you think?
Übersetzt: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…
@ schöne Feiertage
Grüsse JoJo
es wird jetzt interessant. wenn die anderen staaten wie z.b. peru,chile die neue steuer NICHT einführen, dann nehmen sich die australier selbst aus dem rennen. nur m.m.
Antwort auf Beitrag Nr.: 39.556.894 von suffkopf am 20.05.10 16:26:51du sagst es. bin mit einer tradingposi wieder drinn
Antwort auf Beitrag Nr.: 39.553.131 von schniddelwutz am 20.05.10 10:11:47leider dauerte die nicht an lynas wieder bei 0,31 !!!!!!!
das sind wieder kaufkurse
das sind wieder kaufkurse
guten morgen-laßt euch nicht verrückt machen. gegenreaktion ist im dax schon unterwegs. alles dauert eben.schönen tag
Trading Spotlight
Antwort auf Beitrag Nr.: 39.552.459 von schlumpftrader am 20.05.10 08:42:16Umgekehrt, je niedriger der €, umso mehr zahlt man für einen AUD.
Bleibt der austr. Kurs gleich, steigt also der dt. Kurs.
Allerdings ist der € in den letzten 5 Tagen gestiegen, nämlich von 1,40 auf 1,50 AUD.
Im letzten Jahr ist er von 1,75 auf 1,50 gefallen.
1 AUD kostete 0,57 €, heute 0,66 €.
Bleibt der austr. Kurs gleich, steigt also der dt. Kurs.
Allerdings ist der € in den letzten 5 Tagen gestiegen, nämlich von 1,40 auf 1,50 AUD.
Im letzten Jahr ist er von 1,75 auf 1,50 gefallen.
1 AUD kostete 0,57 €, heute 0,66 €.
hallo,
der niedere EUR-kurs kommt den in EUR Lynas-investierten nicht gerade gelegen, oder?
der heutige ca. 3%ige kursanstieg in AUS dürfte sich auf den gestern abgeschlossenen EUR-kurs in frankfurt gar nicht auswirken.
sehe ich das richtig oder falsch?
bye
schlumpftrader
der niedere EUR-kurs kommt den in EUR Lynas-investierten nicht gerade gelegen, oder?
der heutige ca. 3%ige kursanstieg in AUS dürfte sich auf den gestern abgeschlossenen EUR-kurs in frankfurt gar nicht auswirken.
sehe ich das richtig oder falsch?
bye
schlumpftrader
http://www.jackliftonreport.com/2010/05/rare-earth-news-from…
The Jack Lifton Report
Analysis and commentary on rare earth elements and other nonferrous strategic metals
Rare Earth News From Shanghai
by Jack Lifton on May 18, 2010 · 8 comments
in China, News Analysis, Rare Earths
I’m in Shanghai at the CLSA China Forum 2010, and I just saw this story, ”Baotou Rare Earth Kicks off Reservation Plan,” on a locally produced web news site in English translation.
It basically states that China’s largest producer of rare earths, which is identified as Baotou Rare Earths, is going to build a stockpile of 300,000 tonnes of rare earth ore concentrates over the next three years.
The story denies that this is a government mandated but does say that Chinese “experts’ are divided among themselves on the value and the meaning of this move. Some think it reflects a government interest in building a strategic stockpile and others say it is to make sure that prices of the rare earths continue to be set by China even if foreign production should occur.
I want to contribute for my readers a third even more plausible explanation. I think that the rare earth mining industry in China is now facing a large environmental cleanup program; the Chinese government has decreed a halt to new mining projects including expansion of existing operations until 2015 or until environmental pollution due to a history of mining for volume without regard to environmental consequences has been “remediated.” This can take years and huge amounts of money. But, in any case, there is already too much dependence on this mining at many stages in the supply chain for components and finished goods, and simply stopping mining during the “clean up” and restructuring, which would be normal at some point, could well be an economic disaster for China.
I think that Baotou is building a large stockpile in anticipation of a supply interruption to be caused by the clean up and restructuring of the mining industry in general and the rare earth mining sector in particular.
I therefore repeat my admonition to those who are impeding the startup and restarting of the non-Chinese rare earth mining industry: hurry up, you’re running out of time. If Baotou reaches its goal of a 300,000 tonne reserve of ore concentrate by 2013 then the Chinese rare earth mining industry could shut down for as long as two years to give itself a window for remediation. This, of course, would mandate a cessation of exports of rare earths during that period in order to be able to provide for the demand of the domestic Chinese market.
I think that my theory of why Baotou wants to create a large stockpile of ore concentrates is the right one.
Übersetzung: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…
Grüsse JoJo
The Jack Lifton Report
Analysis and commentary on rare earth elements and other nonferrous strategic metals
Rare Earth News From Shanghai
by Jack Lifton on May 18, 2010 · 8 comments
in China, News Analysis, Rare Earths
I’m in Shanghai at the CLSA China Forum 2010, and I just saw this story, ”Baotou Rare Earth Kicks off Reservation Plan,” on a locally produced web news site in English translation.
It basically states that China’s largest producer of rare earths, which is identified as Baotou Rare Earths, is going to build a stockpile of 300,000 tonnes of rare earth ore concentrates over the next three years.
The story denies that this is a government mandated but does say that Chinese “experts’ are divided among themselves on the value and the meaning of this move. Some think it reflects a government interest in building a strategic stockpile and others say it is to make sure that prices of the rare earths continue to be set by China even if foreign production should occur.
I want to contribute for my readers a third even more plausible explanation. I think that the rare earth mining industry in China is now facing a large environmental cleanup program; the Chinese government has decreed a halt to new mining projects including expansion of existing operations until 2015 or until environmental pollution due to a history of mining for volume without regard to environmental consequences has been “remediated.” This can take years and huge amounts of money. But, in any case, there is already too much dependence on this mining at many stages in the supply chain for components and finished goods, and simply stopping mining during the “clean up” and restructuring, which would be normal at some point, could well be an economic disaster for China.
I think that Baotou is building a large stockpile in anticipation of a supply interruption to be caused by the clean up and restructuring of the mining industry in general and the rare earth mining sector in particular.
I therefore repeat my admonition to those who are impeding the startup and restarting of the non-Chinese rare earth mining industry: hurry up, you’re running out of time. If Baotou reaches its goal of a 300,000 tonne reserve of ore concentrate by 2013 then the Chinese rare earth mining industry could shut down for as long as two years to give itself a window for remediation. This, of course, would mandate a cessation of exports of rare earths during that period in order to be able to provide for the demand of the domestic Chinese market.
I think that my theory of why Baotou wants to create a large stockpile of ore concentrates is the right one.
Übersetzung: http://translate.google.com/translate?js=y&prev=_t&hl=de&ie=…
Grüsse JoJo
Antwort auf Beitrag Nr.: 39.543.741 von Optimist_ am 19.05.10 06:38:25ich verfolge an der ASX ca 20 Rohstofftitel und die sind heute alle rot, und LYC ist einer von denen die es nur moderat erwischt hat.
Allgemeine Marktunsicherheit und vor allem der starke US$ sind Gift für die Rohstoffmärkte.
Allgemeine Marktunsicherheit und vor allem der starke US$ sind Gift für die Rohstoffmärkte.
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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 |