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      Avatar
      schrieb am 18.11.10 22:44:41
      Beitrag Nr. 1.000 ()
      Videobeitrag auf N-TV
      http://www.n-tv.de/mediathek/videos/ratgeber/Boersenrenner-S…

      Börsenrenner Seltene Erden

      Ganz frischer Bericht des Innenministeriums der USA zu SE
      http://pubs.usgs.gov/sir/2010/5220/


      The Principal Rare Earth Elements Deposits of the United States—A Summary of Domestic Deposits and a Global Perspective

      Genial, dass solche Expertenberichte frei zugänglich gemacht werden. Nur zu empfehlen, da mal reinzuschauen.

      http://www.sciencedaily.com/releases/2010/11/101117184451.ht…

      Rare Earth Elements in US Not So Rare, Report Finds

      ...
      "This is the first detailed assessment of rare earth elements for the entire nation, describing deposits throughout the United States," commented USGS Director Marcia McNutt, Ph.D. "It will be very important, both to policy-makers and industry, and it reinforces the value of our efforts to maintain accurate, independent information on our nation's natural resources. Although many of these deposits have yet to be proven, at recent domestic consumption rates of about 10,000 metric tons annually, the US deposits have the potential to meet our needs for years to come."

      http://www.reuters.com/article/idUSTRE6AH37Q20101118

      Analysis: Rare-earth surge is wake-up call for industrials


      A monument, which reads: ''Home of rare earths welcomes you'', stands in a field of wind turbines near the town of Damao in China's Inner Mongolia Autonomous Region in this October 31, 2010 file photo.

      By Scott Malone
      BOSTON | Thu Nov 18, 2010 9:52am EST


      (Reuters) - As China clamps down on its exports of rare earth, makers of batteries, wind turbines and other products are looking for ways to redesign them to use less of the increasingly costly materials.

      Prices have surged for these minerals, used in everything from iPods to fluorescent light bulbs, since authorities in Beijing slashed their rare earth exports by 40 percent this summer, saying China needed them for its own economic development.

      Miners outside China, including Molycorp Inc in the United States and Lynas Corp in Australia, are scrambling to increase production of the elements.

      But big U.S. users of rare earth said the surge in price serves as an important wake-up call on the importance of efficient use of raw materials. Any number of resources, from oil to copper, could get scarcer in coming decades as the rapidly developing economies of China and India require more.

      "The fact is a lot of (products) have been designed and the manufacturing processes have been designed at times when the material was not at risk," said Steven Duclos, chief scientist at General Electric Co's global research center.

      The largest U.S. conglomerate, for instance, is working on a project partly funded by the U.S. Department of Energy that aims to reduce the amount of rare earths in its electricity-generating wind turbines by up to 80 percent.

      That's a significant number, given that a commercial wind turbine contains about a ton of rare earth.

      "An 80 percent reduction goes a long way to solving the problems," Duclos said.

      CHINA HOLDS BACK

      Although rare earth minerals are quite common, they are expensive to produce in a form that industry can use.

      China, which currently produces about 97 percent of the world's supply, began cornering that market a decade ago, when low prices made mining for these minerals unappealing financially for Western companies.

      That was the reason behind the 2002 closure of the Mountain Pass, California-based mine that Molycorp is spending a half-billion dollars to restart, for example.

      The situation has changed dramatically since China's crackdown on exports. Molycorp, which went public in the summer, said earlier this week that its average selling prices had tripled in the past year.

      "Global supply and demand will remain out of balance for the foreseeable future," said Chief Executive Officer Mark Smith.

      Metals experts say there's little reason to expect that China will ease its restrictions on rare earths.

      "The Chinese are hungry in many other commodities, and I can promise you they have looked after their own supply and security of supply in many other commodities first and foremost," said analyst Charl Mahan of Van Eck Associates Corp, which last month launched the Van Eck Rare Earth/Strategic Metals exchange-traded fund.

      "Why would it be any different in this event?" Mahan asked. "Why would they not ensure that they have the sufficient supply of processed material for their own use before they send it out to the U.S.?"

      Through the export limits, China apparently intends to encourage its industry to sell higher-value products made from the elements, rather than exporting the raw materials, which is a less profitable business. As a result, some U.S. companies that rely on rare earths are looking at shifting their purchasing to components rather than raw materials from China.

      Johnson Controls Inc, for instance, is considering using permanent magnet motors made in China in its large air conditioning systems, rather than trying to buy the magnets.

      "We have many suppliers that are evaluating competing or alternative technologies," said Dave Myers, president of the Milwaukee-based company's building efficiency unit.

      WARNING SIGN

      Besides developing more sources of rare earths outside China, corporate users need to think of ways of recycling them, GE's Duclos said.

      Today, about one-third of fluorescent tubes are recycled at the end of their life span. The glass, metal ends and mercury are all captured and reused, but the rare earths used in the bulbs end up in landfills.

      "We have to stop using these elements and then, at the end of their first life, burying them," Duclos said. "Obviously, as the price goes up, the recycling does begin to make economic sense."

      The silver lining in the run-up in rare earth prices may be that corporate America will learn to deal with future raw material shortages.

      "A lot of time, what you see in these run-ups is a short-term issue where the needs outstrip the supply chains that have been in place and there is an overreaction from the financial markets," said Johnson's Myers.

      "Every few years there will be a set of supply shortage that take place, but I think innovation will occur," he said. "I think long-term supply and demand generally meet."

      (Reporting by Scott Malone; Editing by Lisa Von Ahn)

      Gute Nacht!
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 18.11.10 16:57:04
      Beitrag Nr. 999 ()
      Antwort auf Beitrag Nr.: 40.547.555 von Geldscheier1 am 18.11.10 16:44:21Danke ...Stimmt... korregiere:

      REO Preise Metal Pages 18.Nov2010
      NdOx = 4,97%


      Grüsse JoJo :)
      Avatar
      schrieb am 18.11.10 16:44:21
      Beitrag Nr. 998 ()
      Antwort auf Beitrag Nr.: 40.547.445 von JoJo49 am 18.11.10 16:34:37Hey YoYo! ;-)

      Du hast den Preis für Nd Metall genommen. :cool:
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 18.11.10 16:34:37
      Beitrag Nr. 997 ()
      http://www.asianmetal.com/price/initPriceListEn.am?priceFlag…
      Ce: +13%
      La: +3,8%
      Nd: +11,25%

      Neu = 67,68US$/kg auf FOB China basis.

      http://www.lynascorp.com/page.asp?category_id=1&page_id=25
      15/11/10
      Av. Mt Weld Composition 61.97US$/kg auf FOB China basis.



      http://abcnews.go.com/Technology/wireStory?id=12168988

      EU to Press China Over Rare Earths Supplies
      EU envoy says he will press China to ensure rare earths supplies, avoid discrimination

      BEIJING November 17, 2010 (AP)

      ...

      übersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…


      Grüsse JoJo :)
      2 Antworten?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 18.11.10 15:50:05
      Beitrag Nr. 996 ()
      http://www.reuters.com/article/idUSTRE6AE3JL20101116?pageNum…" target="_blank" rel="nofollow ugc noopener">http://www.reuters.com/article/idUSTRE6AE3JL20101116?pageNum…

      Carmakers gearing up for mass market EVs


      By Helen Massy-Beresford and Deepa Seetharaman PARIS/DETROIT | Mon Nov 15, 2010 9:42pm EST

      (Reuters) - When it comes to the outlook for electric vehicles, the auto industry is divided -- there's Nissan-Renault CEO Carlos Ghosn on one side and everybody else on the other.
      ...
      übersetzt: http://translate.google.de/translate?js=n&prev=_t&hl=de&ie=U…

      http://pubs.usgs.gov/sir/2010/5220/
      The Principal Rare Earth Elements Deposits of the United States—A Summary of Domestic Deposits and a Global Perspective
      By Keith R. Long, Bradley S. Van Gosen, Nora K. Foley, and Daniel Cordier
      ...
      übersetzt: http://translate.googleusercontent.com/translate_c?hl=de&ie=…


      Grüsse JoJo :)

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      Avatar
      schrieb am 17.11.10 19:52:43
      Beitrag Nr. 995 ()
      Avatar
      schrieb am 17.11.10 17:58:49
      Beitrag Nr. 994 ()
      Und wieder ein Blick über den Tellerrand:

      Frontier Rare Earths Falls in Stock Trading Debut After $59 Million IPO

      Frontier Rare Earths Ltd., a developer of a South African deposit of metals used in computers and car batteries, fell on its first day of trading in Canada after completing a C$60 million ($59 million) initial public offering.

      Shares of the Luxembourg-based company declined 8.8 percent to C$3.10 at 9:37 a.m. trading on the Toronto Stock Exchange, from its IPO price of C$3.40.

      Frontier Rare Earths sold 17.65 million units, consisting of one share and half a warrant, according to a statement today. The sale, which raised 50 percent more than initially planned, represents a 19.8 percent stake in the company, based on 89.1 million shares outstanding.

      The company aims to become one of the leading producers of rare-earth metals outside of China and one of the first new producers of the elements after Lynas Corp. and Molycorp Inc. Frontier is developing the Zandkopsdrift deposit in South Africa’s Northern Cape Province, the company said in a filing with Canadian regulators.

      The rare earths, a group of 17 metals including neodymium, lanthanum, cerium and europium, have industrial uses such as petroleum refining, fiber-optic transmission, and military radar and missile-guidance systems. China dominates the market because it’s been able to produce the elements more cheaply and with fewer environmental restrictions than its competitors.

      Molycorp has more than doubled since its July 29 debut on the New York Stock Exchange, after selling shares for $14 each in its $394 million IPO. Shares of Sydney, Australia-based Lynas Corp. have more than doubled in the past 12 months.

      CIBC World Markets led a group of banks including Canaccord Genuity, Cormark Securities Inc., Byron Securities Ltd. and National Bank Financial for the sale. Bankers have the option to sell another 15 percent of the offering.

      Companies have sold $5.29 billion in IPOs in Canada this year, the highest amount since 2006, according to Bloomberg data.

      To contact the reporter on this story: Doug Alexander in Toronto at dalexander3@bloomberg.net

      To contact the editor responsible for this story: David Scanlan at dscanlan@bloomberg.net; or David Scheer at dscheer@bloomberg.net

      Quelle: http://www.bloomberg.com/news/2010-11-17/frontier-rare-earth…
      Avatar
      schrieb am 17.11.10 17:23:24
      Beitrag Nr. 993 ()
      Antwort auf Beitrag Nr.: 40.538.460 von JoJo49 am 17.11.10 15:17:49Recycling ist bestimmt irgendwann ein Thema aber in nächster Zeit müssen erst einmal alle alten E-Motoren und alle Pumpen ohne SE ausgetauscht werden! Und noch etwas zum mentalen Aufbau. Der nächste Push kommt nicht erst vor dem 3. Quartal 11 sondern im Februar wenn die modernste Anreicherungsanlage fertig ist!!! Dann wird Konzentrat produziert, was für die meisten anderen Produzenten das vorläufige Endziel ist, das sie in Jahren erreichen wollen!
      Avatar
      schrieb am 17.11.10 16:00:35
      Beitrag Nr. 992 ()
      http://www.finanzen.net/nachricht/aktien/Seltene-Erden-China…
      15.11.2010 07:45|
      SELTENE ERDEN
      China verschärft Regeln für den Export von Seltenerdmetallen


      http://www.emfis.de/global/global/nachrichten/beitrag/id/Nis…
      Wirtschaftsnews - von heute 08:47

      Nissan-Renault peilt Elektroautoabsatz von 500.000 Stück an

      Paris/Tokio 17.11.2010 (www.emfis.com) Der Generaldirektor von Nissan-Renault, Carlos Ghosn sagte am Montag auf einer Pressekonferenz in Washington, das Unternehmen plant die Elektroautoproduktion und -absatz bis zum Jahr 2013 auf jährlich 500.000 Stück steigern zu können.



      Grüsse JoJo :)
      Avatar
      schrieb am 17.11.10 15:46:51
      Beitrag Nr. 991 ()
      http://pressetext.com/news/101115023/eu-energie-effizienz-ri…
      EU-Energie-Effizienz-Richtlinie erfordert rasches Handeln

      Frankfurt (pts/15.11.2010/14:44) - Im Juni 2011 greift die Energie-Effizienz-Richtlinie. Im Klartext heißt das, dass Elektromotoren, die der Effizienzklasse IE2 nicht entsprechen, dann nicht mehr verkauft werden dürfen. Das Problem: Viele Abnehmer von Elektromotoren, zu denen auch die Automobilzulieferer-Industrie und Manufacturing-Firmen gehören, müssen sich schnell an diese Richtlinie anpassen.
      ...
      ...

      u.a.: Altran Technologies prognostiziert durch die mit der Verordnung angeheizte Nachfrage eine signifikante Verteuerung der Motoren. Für den Bau werden sogenannte Lanthanaide benötigt, die zur Gruppe der "Metalle der seltenen Erden" zählen. Das führende Land in der Förderung ist hier China, das seine Vormachtstellung seit den 80er Jahren durch massive Preissenkungen künstlich ausgebaut hat. In der Folge wurden die Abbaugebiete in der westlichen Welt größtenteils geschlossen. Daher haben die Chinesen heute ein quasi-Monopol und es ist anzunehmen, dass sie den Rohstoffpreis bei entsprechender Nachfrage erhöhen werden. Aus diesem Grund wird sich die Richtlinie auf die Preise insgesamt auswirken, so auch bei Technologien für erneuerbare Energien wie Generatoren in Windkrafträdern, weshalb die Preise schwer zu kalkulieren sind. "Langfristig", so Nigischer, "kommen hier bedingt durch die zunehmende Nachfrage und das begrenzte Angebot an Rohstoffen sicherlich höhere Kosten auf die Unternehmen zu."


      Grüsse JoJo :)
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