LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 37)

[Optimist_]

http://www.tagesschau.de/wirtschaft/china-seltene-erden-101.…

Mehr Seltene Erden für den Weltmarkt

Stand: 05.01.2015 07:33 Uhr

http://www.n-tv.de/wirtschaft/China-gibt-WTO-Druck-nach-arti…

Exporterlaubnis für Seltenen Erden
China gibt WTO-Druck nach

http://www.wsj.com/articles/china-ends-rare-earth-minerals-e…

China Ends Rare-Earth Minerals Export Quotas

China Ends Decade-Old Quota System Limiting Exports of Minerals Essential for High-Technology Applications Including Smartphones

...
“If we fail [to win an appeal], we may remove the export quota policies, but use other methods to control,” said commerce ministry senior analyst Mei Xinyu. Mr. Mei didn’t immediately respond to a request for comment Monday.
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[Fuenfvorzwoelf]

Antwort auf Beitrag Nr.: 48.624.137 von Optimist_ am 21.12.14 01:49:37

Official Roll-out of the Blueprint for the Development of a Malaysian Rare Earth Industry

Posted on December 22, 2014 by Jack Lifton

The Straits Settlements, The Place that Britain’s Royal Navy Developed to Secure its Supply of Tin for Admiralty Bronze is now Entering the Age of Technology Metals as a Heavy Rare Earth Metals and End-Use Products Supplier.
http://investorintel.com/rare-earth-intel/malaysian-blueprin…

[Optimist_]

Apples IPhone und ein Beitrag in der BBC

Das könnten auch Nachrichten, die Lynas indirekt helfen. Jedenfalls mittelfristig. Apple hat anscheinend immer noch Probleme mit ihren eigenen Standards zu erfüllen. Jedenfalls hat das die BBC aufgedeckt und die Nachrichten geistern nun auch durch die deutschen Dienste. Einfach mal googlen IPhone BBC Apple...

http://www.bbc.com/news/business-30532463

http://www.n-tv.de/wirtschaft/BBC-zeigt-schockierende-Bilder…


Aus der BBC-Dokumentation "Apple's Broken Promises".

Das hat insoweit mit Seltenen Erden zu tun, als dass es zeigt, dass das Bewusstsein für solche Zustände in der westlichen Welt vorhanden ist und immer mehr zum Endverbraucher transportiert wird. Dieser wird sich bei jedem Kauf mehr und mehr, neben allem anderen, auch für die ethische und nachhaltige Herstellung seiner Produkte interessieren.
Dieser Prozess läuft seit einiger Zeit in der Food-Industrie (siehe Bio, fairtrade, Nachhaltigkeit, Regionalität, gentechnikfrei, Reinheit etc) und wird sich auf elektronische Produkte fortsetzen. Demzufolge wird es in Zukunft immer wichtiger, transparente, rückverfolgbare Rohstoffketten nachweisen zu können, die eben gewissen, teilweise noch zu definierenden, zertifizierten Standards entsprechen. Und eben diese Standards kann Lynas Urzeit noch eher anbieten als chinesische RE Minen. Ich möchte kein längeres Referat halten und hoffe, ich konnte das Thema verständlich machen.

@all Lynasfreaks: Gute Nacht!

[Optimist_]

Zwei neue Executives...die hätten ja auch nicht unterschrieben, wenn sie glauben, dass Lynas morgen pleite gehen. Mal sehen wie dich Nachricht vom Markt aufgenommen wird.

http://www.asx.com.au/asxpdf/20141218/pdf/42vkhqdf1f1ppj.pdf

http://www.theaustralian.com.au/business/latest/lynas-names-…

Lynas names new chairman, director

Michael Roddan
December 18, 2014 9:45AM

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Struggling rare earths miner Lynas has made headway towards the renewal of its board, appointing a new non-executive chairman and director.

In a statement, Lynas appointed Mike Harding as the group's new non-executive chairman, and Philippe Etienne as new non-executive director.

Current chairman and founder Nicholas Curtis -- who flagged his departure at the group's annual general meeting -- confirmed he will stand down after 14 years with Lynas, effective from February 1.

Mr Harding is currently the chairman of Downer EDI, and a non-executive director of Transpacific Industries.

Mr Etienne is a non-executive director of Transpacific, and the former managing director and chief executive of Innovia Security, and chief executive of Orica Mining.

Both appointments are effective from January 1.

At the group's AGM in November, Mr Curtis had apologised to shareholders for the company's lowest equity price in the group's 14-year history.

Mr Curtis said the financial outcome for loyal and long standing shareholders has been "completely unsatisfactory", having had to dilute the original 92 million shares on issue to 3.5 billion in order to survive as a company.

Shares have fallen from $2.55 in April 2011, when rare earths prices were at their peak, to just 4.9 cents at yesterday's close.

He said the massive dilution effect was currently compounded by "the extreme negativity in equity markets towards the resources sector, and the extraordinary sharp drop in rare earths prices from the height of the 2011 boom".

Lynas recently restructured its debt and completed an equity raising, which Mr Curtis said was "a crucial step" towards giving the business room to develop.

Mr Harding said he and Mr Etienne recognized that Lynas has had its challenges, believed Lynas is a company with significant opportunities.

"We believe our skills and industry experience, together with those of the existing directors and the management team, will combine to provide a strong leadership team to assist Lynas to fulfill its potential," he said in a statement.

At the AGM, Lynas also named Gaudenz Sturzenegger as the group’s new chief financial officer, after announcing that Luisa Catanzaro decided to stand down.

[Optimist_]

Sehr aufschlußreiche Information. Lynas COO Mitte Oktober in Japan mit einer möglichen Strategie Lynas für die nächste Zeit abzusichern. Dazu die Kommenatre der japanischen Experten....vielsagend.

http://asia.nikkei.com/Markets/Commodities/Rare-earths-produ…

December 16, 2014 7:00 pm JST
Lynas pitches to customers in Japan
Rare earths producers outside China turn to long-term contracts

KOTARO ITSUKI, Nikkei staff writer

TOKYO -- Australian and U.S. rare-earth metals producers are asking buyers to sign long-term contracts with higher prices in exchange for guaranteed supplies.

Prices for rare earths prices spiked in 2011 when China, the world's largest producer, virtually halted exports. But prices later plunged and international prices have remained weak over the past two years or so.

Neodymium, used to make high-performance magnets, goes for $85 to $90 per kilogram on global markets. Dysprosium, another rare earths used in the magnets, sells for about $400 per kilogram. Those prices are about one-fifth to one-eighth of their peak and around where they were before China restricted exports. Abundant supplies from China and new technologies that use less of the materials have helped keep prices down.

Jean-Claude Steinmetz, chief commercial officer with Australian rare-earth producer Lynas, visited Japan in mid-October to propose to magnet and catalyst manufacturers long-term contracts for rare-earth metals. Steinmetz pointed out that prices for Chinese rare earths are volatile and that supplies could be disrupted in the future. He argued that a system to ensure stable long-term supplies is necessary for both his company and its customers.

Price of stability

Lynas aims to increase the number of fixed-price, long-term contracts of three or six months. It charges customers a 10% premium for a three-month contract and a roughly 20% markup for a six-month contract in exchange for guaranteed supplies and fixed prices during the contract period.

The company recently built a plant in Malaysia to refine rare earths mined in Australia. The plant has a capacity of 22,000 tons a year, making it one of the largest in the world. Of this, 8,500 tons are earmarked for Japanese companies.

Lynas sells most of its products through spot contracts. Longer term agreements would allow it to create a stable production and marketing system.

But Yutaka Kawasaki, general manager of Japanese rare earths trading house Samwood, is skeptical, saying, "Only a few companies may sign a long-term contract that comes with a higher price, as market activity is unlikely to pick up soon." At this point, customers can get the materials they need from China more cheaply on the spot market. There may be a limit to demand for rare earths from non-Chinese mining companies.

"Lynas will have an advantage if China's environmental problems are highlighted," said Shigeo Nakamura, president of rare-earth trading company Advanced Material Japan. Chinese producers tend to be small, so their costs may rise if authorities tighten regulations. These higher costs may then be passed on to customers.

Lynas's Steinmetz points out his company already has a waste disposal facility and forecasts stable long-term prices.

U.S. resource company Molycorp is also trying to sell rare-earth metals through long-term contracts. The company has received approval from the state of California to produce rare earths until 2042.

"We will suggest long-term contracts to corporate consumers as an option to reduce risks from China," said a company official.


Australian rare-earth miner Lynas recently built a processing plant in Malaysia.

[Optimist_]

http://www.asx.com.au/asxpdf/20141212/pdf/42vfsfg5wf8cn3.pdf

Cash balance exceeds A$60 Mio.

[Optimist_]

http://green.wiwo.de/rohstoffe-wie-ressourcenwende-am-recycl…

Rohstoffe: Die Ressourcenwende droht am Recycling zu scheitern
Von Stefan Bringezu in Umwelt — 25.11.2014 um 12:48

Dass die Menschheit zu viele Rohstoffe verbraucht, ist ein Allgemeinplatz – und dass dieser Verbrauch durch mehr Recycling sinken könnte auch. Besonders ersichtlich ist die Schere zwischen Anspruch und Wirklichkeit bei den als Seltenen Erden bekannten Metallen. Eine Arbeitsgruppe des Weltressourcenrates hat herausgefunden, dass ihre Recyclingrate im weltweiten Schnitt bei unter einem Prozent liegt. Ein Befund, der einem zu denken gibt.

Denn die Seltenen Erden gelten als „kritisch“, da sie einerseits für bestimmte Schlüsseltechnologien wie Dauermagnete in Windkraftanlagen, Leuchtmittel wie LED, Laser oder Batterien in Computern benötigt werden. Andererseits ist ihre Versorgung aus dem Bergbau durch eine Monopolstellung Chinas nicht garantiert. Denn das Land will insbesondere bei den Schweren Seltenen Erden (wie Dysprosium, Terbium, Gadolinium) zuerst den eigenen Bedarf sichern.

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[mloff]

"adding that magnet price stability is key and that Siemens needs to rely on its supply base. “We need to ensure NdPr is available. There are issues with supply from China as their demand is increasing and there is increasing pressure on supply,” Pulkert said, pointing out that it is very important for Siemens to have a non-Chinese supply chain."

Genau diese Aussagen sind es, die meine Hoffnung auf Lynas setzen und die auch erkennen lassen, warum ich in der vorhandenen Betriebserlaubnis einen wichtigen Meilenstein sehe. Der nächste Meilenstein wäre eben ein kontinuierlicher Produktionsprozess auf hohem Niveau.

Kann jemand die erwähnten 65$/kg SE-Magnete in den Kontext der aktuellen Preise für SE auf Basis der von Lynas lieferbaren Produkte bringen?

[Optimist_]

http://www.metalevents.com/wp-content/uploads/2014/11/10th-I…

...
Metal Events Ltd’s 10th International Rare Earths Conference attracted almost 200 participants to Singapore on November 11-13 2014.

Speakers covered a wide range of topics on the global rare earths industry, including a number of presentations that looked at developments in end-use markets for rare earths.

Jean-Claude Steinmetz, Chief Commercial Officer, at Lynas Corp kicked off the proceedings by focusing on the industry’s need to develop value and how it would be able to achieve this.

(...)

While magnetics are leading the way, however, there is still a major issue for the industry in achieving market balance, particularly with reduced demand for La and Ce, plus the shift to LED lighting from phosphors, which is resulting in a significant reduction in demand for Y, Eu and Tb.

Kerry Satterthwaite, Senior Analyst at Roskill Information Services, said the impact of the price spike of 2011 was still being felt across the industry. She said that some demand was permanently destroyed as end-users have shifted to using different technologies which are rare earth free. She questioned where the new technologies are being developed that will let rare earths back in.

(...)

Alexander Pulkert from Siemens AG in Germany told attendees that Dy is the challenge and they want to see heavy RE out of the turbine. At the moment Dy accounts for 1% of the magnet, but is 8% of the cost. Meanwhile, Nd and Pr are 62% of the cost and therefore Siemens needs a long-term price strategy to ensure this is sustainable. He said the gearless drive train has increased reliability and the D6 turbine will require 3,600kg of magnets, hence the requirement to remove Dy. He said by 2017 Siemens will have a Dy free magnet, noting that break-even occurs at around $70/kg for rare earth magnets. “We will not pay more than $65/kg for RE magnets,” he said, adding that magnet price stability is key and that Siemens needs to rely on its supply base. “We need to ensure NdPr is available. There are issues with supply from China as their demand is increasing and there is increasing pressure on supply,” Pulkert said, pointing out that it is very important for Siemens to have a non-Chinese supply chain.

Bill Cohen, Technology Systems Manager – Phosphors at GE Lighting, talked about the shift to LEDs from phosphors particularly as there are major cost-savings to be made by consumers who do so. There is 15-20% less rare earths used in LEDS than in phosphors. He said the decline in phosphors has been much faster than anticipated. He noted that Y, Eu and Tb usage will continue to decrease significantly as demand falls in phosphors.

[derneureiche]

Antwort auf Beitrag Nr.: 48.375.536 von Optimist_ am 21.11.14 01:05:18

Das klingt gut

.... and willing to work under pressure