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    LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 43)

    eröffnet am 25.04.07 13:15:18 von
    neuester Beitrag 03.05.24 18:38:38 von
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     Ja Nein
      Avatar
      schrieb am 07.04.14 14:38:36
      Beitrag Nr. 3.111 ()
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 06.04.14 01:18:12
      Beitrag Nr. 3.110 ()
      http://www.rsc.org/chemistryworld/2014/04/analysts-shrug-rar…

      Analysts shrug off rare earth trade ruling

      2 April 2014Anthony King

      There will be no immediate impact on rare earths from the recent World Trade Organization (WTO) ruling against China, say analysts. The WTO deemed that China’s use of export quotas, export taxes and trading restrictions went against its rules.

      Offshore wind turbines

      Rare earths are used in wind turbines and electronics, and China's trade tariffs give domestic manufacturers distinct advantages © Shutterstock
      The WTO panel described export duties as unnecessary for environmental protection, and said China’s export quotas were designed to achieve industrial policy goals rather than preserve natural resources. It was dissatisfied with the trading rights restrictions imposed by China. The rare earths, tungsten and molybdenum involved are used in all sorts of electronic goods.

      The European commission lauded the WTO decision, saying it shows that an extracting country cannot limit the sales of its raw materials to its domestic industry, giving them a competitive age over foreign firms. The EU was a complainant, together with Japan and the US.

      Analysts met the decision with a shrug, however, predicting no major repercussions.
      ‘It is an interesting move by the WTO, but academic,’ says senior analyst Kerry Satterthwaite from mineral research group Roskill. ‘The material impact on the market in terms of supply and demand will be negligible.’ China has not met its export quota in the last few years, so there has been no restriction on rare earth exports anyway.

      On state media website ECNS, Chinese officials made clear they felt wronged by the ruling and repeated that the restrictions were designed to conserve resources and protect the environment. Satterthwaite has sympathy for the Chinese position, saying they had trouble with illegal mining in the past and ‘it was part of a wider bona fide effort to try to bring the market under better control.’ She predicts China will appeal within 60 days as allowed, especially regarding export duties.

      ‘China will continue to supply and consume most rare earths, as other countries simply are not in a position to take over’

      The Chinese control rare earths for economic reasons, and there ‘was nothing sinister,’ says analyst Jack Lifton of Technology Metals Research. He says ‘they built the supply chain and maintained low costs. And until you find a way to change that, nothing much is going to happen.’ The ruling won’t influence the way China does business, he adds, ‘I predict nothing will happen.’

      Dudley Kingsnorth, rare earth consultant at the Curtin Graduate School of Business in Perth, Australia, says the WTO ruling is a victory, but ‘whether it is meaningful will depend on China’s reaction and to date they have indicated that any changes will be minimal.’ He agrees that there will be little short-term impact, but says one should not overlook the effects of China’s export duties on fair competition.

      The result of the taxes applied in China means that a Japanese producer of phosphor powders for energy efficient lighting ends up paying 41% more for its rare earths, which creates a huge advantage to Chinese industry. ‘Consumers do not wish to be dependent upon rare earths from a country that can manipulate price; so they are developing supply chains that are independent of China,’ Kingsnorth adds. This will require improved technology to produce the metals for less than China
      Blowback forecast

      Lifton believes that if China lifted export duties there could be unintended consequences. ‘If the world’s largest rare earth mine in Inner Mongolia was to take orders from any country, and sell cerium for $5 a kilo, the same as in China, then the floodgates could open and wash away the Lynas plant in Malaysia and Molycorp’s Mountain Pass mine in California,’ says Lifton. ‘Nobody thinks this would be wonderful, except those who want to drive up the share price of rare earth junior stocks.’

      Lifton says competition among rare earth producers within China is ‘vicious’ and producers he met at the recent Ningbo International Conference on Rare Earth Permanent Magnets in China viewed the WTO ruling as irrelevant. They were more concerned about the current low prices in China, he says.

      China will continue to supply and consume most rare earths, as other countries simply are not in a position to take over, adds Lifton. ‘Europe has a supply chain in place, but no mines. The US has a mine, but nothing else. We have a segmented rare earths industry to the point where it is non-operational,’ he says. ‘The Japanese don’t have a mine. They have been moving a lot of stuff to China. Hitachi said it would never move magnet production to China, but now it is. The guys in the rare earth market are saying, “We will work with China. What else are we supposed to do?”’
      Avatar
      schrieb am 04.04.14 08:08:53
      Beitrag Nr. 3.109 ()
      Avatar
      schrieb am 30.03.14 21:13:26
      Beitrag Nr. 3.108 ()
      Verbesserung zum vorherigen Beitrag:

      Sie sind von einem Lastwagen (engl.lorry) gefallen-nach einem Unfall. Scheinbar kein ganz nachhaltiges Transportmittel (in Malaysia).

      Bin gespannt was Lynas am Dienstag berichtet und wie der aktuelle WTO Entscheid zu den Exportbeschränkungen der SE aus China vom Markt aufgenommen und von den Experten interpretiert wird. Ich persönlich, sehe es nicht als klar an, dass die Preise nun unbedingt fallen werden (/müssen). Wäre auch nicht im Sinne Chinas. Mal sehen ob China Revision einlegt.
      Avatar
      schrieb am 30.03.14 11:00:54
      Beitrag Nr. 3.107 ()
      Als ob es nicht genug zu tun gäbe, fallen jetzt auch noch Kundenliegerungen vom Eisenbahnwagem...keine Ahnung wie so etwas passieren kann. In Malaysia ist ja scheinbar alles möglich zurzeit.

      http://www.thesundaily.my/news/1001141

      Spilled Lynas chemical solution non-radioactive

      Posted on 29 March 2014 - 08:05pm
      Last updated on 30 March 2014 - 12:19pm


      MELAKA: The NdPr chloride solution which fell from a Lynas lorry at Km 149 Jalan Kuantan-Kuala Lumpur near Kampung Sungai Kepong, Lanchang yesterday, did not contain radioactive materials.

      Deputy Minister of Science, Technology and Innovation Datuk Dr Abu Bakar Mohamad Diah said today, the chemical substance was not registered in the hazardous category.

      "Road users and local residents need not worry because the chemical substance is non-hazardous," he told reporters after launching a tree planting programme organised by Standard Chartered Bank in Klebang, here.

      Abu Bakar said the chemical substance to be exported to Japan did not endanger life, including marine life such as fish.

      In the incident at 9am, 13 out of 15 drums containing NdPr chloride fell onto the road, with four broken, after the lorry crashed on its way from Gebeng, Kuantan to Port Klang. – Bernama

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      Avatar
      schrieb am 28.03.14 20:23:26
      Beitrag Nr. 3.106 ()
      http://www.reuters.com/article/2014/03/26/rareearths-prices-…

      Rare earth prices to fade as mines up output, China loses dispute

      Wed Mar 26, 2014 12:08pm EDT
      1 Comments


      * China loses WTO case over export controls

      * Molycorp, Lynas to ramp up output from new mines

      * Price spike in 2010 spurred consumers to find substitutes

      By Eric Onstad

      LONDON, March 26 (Reuters) - Rare earth elements will drop further in value this year as new mines boost output and after China lost a trade dispute over its export controls, while demand in high-tech products disappoints.

      Prices of the 17 elements used in technologies such as smartphones and electric cars have mostly been stuck in tight ranges after skyrocketing and then tumbling in 2010-2011.

      A few rare earths attempted a rally late last year, but remain well below the spike three years ago after China clamped down on exports.

      The world's second-biggest economy, which not only produces 90 percent of global rare earths but is the largest consumer, lost a dispute at the World Trade Organization on Wednesday.

      A consultant said a price war could break out after the United States, European Union and Japan won their case over export restrictions they said gave Chinese companies an unfair competitive edge in key high-tech sectors.

      "If the recent WTO ruling leads to a softening of China's rare earth industry policy measures, the nation's only tangible defence becomes competing head-to-head on price with emerging global producers," said Ryan Castilloux, founding director at Adamas Intelligence in Sudbury, Ontario.

      Investors are already worried about excess supply as U.S. mining group Molycorp Inc and Australia's Lynas Corp boost output at their new mines.

      "We still remain concerned about the likely downward pressure on rare earth pricing if Molycorp achieves its production guidance by the fourth quarter of this year," analyst Michael Gambardella at JPMorgan said.

      "We continue to believe that all rare earth prices will move meaningfully lower as Molycorp and Lynas ramp to just their full Phase 1 capacities," he said in a note.

      Molycorp aims to boost output to 20,000 tonnes a year, after producing about 1,000 tonnes of rare earth oxides in the fourth quarter.

      "If we start seeing new mines being constructed outside of China and demand does not grow to absorb this new production, then China may see its REE (rare earth element) industry, at least the upstream end of it, under threat, leading it to undercut competitors on price,
      " Castilloux said.

      China has been struggling to control illegal mining and smuggling in its rare earth industry despite a two-year campaign to consolidate output in the hands of big state-owned miners.

      SOME PROJECTS NOT VIABLE

      Praseodymium AM-CNF-PROXD - used in aircraft engines as well as magnets for electric vehicles and wind turbines - rocketed more than 12-fold from $19.75 a kg in January 2010 to a peak of $250 in August 2011.

      It slid to $74.50 early last year after speculators liquidated positions and has bounced back to $122.50 as consumers ran out of stocks, but Gambardella expects it to head back down to $55 by next year.

      The additional mine output is expected to pressure "light" rare earths such as praseodymium, more than their "heavy" cousins, which are more scarce.

      Other rare earth projects in the pipeline, however, may not be viable at current low prices, said analyst Luisa Moreno at Euro Pacific Canada. "It is going to be difficult for companies to all start production within the next six years," she said.

      "It is very difficult for mining companies to get funds and for rare earths companies particularly after the fall in rare earths prices."

      DEMAND TEPID

      The sizzling rally three years ago left damage in the market as many consumers took fright at the soaring prices and found substitutes.

      Some bullish investors had hoped for a surge in demand for rare earths used to make powerful magnets for electric cars, but Castilloux said some vehicle makers were shunning rare earths to cut costs and avoid supply risk.

      Luxury vehicle maker BMW's Mini E electric car and electric car manufacturer Tesla Motor's Roadster are powered by induction motors that do not use magnets made with rare earths, he said.


      "Demand is quite modest actually, not bad, but quite modest," said Charles Swindon, managing director of RJH Trading in London. "The market is still somewhat precariously balanced between supply, demand and sentiment." (Additional reporting by Harpreet Bhal; Editing by Veronica Brown and Dale Hudson)

      *meaningfully=bedeutend (niedrigere Preise (erwartet))
      *precariously=unsicher
      Avatar
      schrieb am 28.03.14 13:20:50
      Beitrag Nr. 3.105 ()
      http://au.news.yahoo.com/thewest/regional/goldfields/a/22223…
      Lynas aims for record production
      Kalgoorlie Miner
      JARROD LUCAS Kalgoorlie Miner
      March 28, 2014, 6:38 am

      :::


      ;) - Seltsam, aktuell kein Wort mehr zu ihrer Behauptung Lynas wäre ein AKW.
      http://translate.google.de/translate?hl=de&sl=en&u=http://sa…


      http://www.finanznachrichten.de/nachrichten-aktien/lynas-cor…


      http://www.australianrareearths.com/lyc-news.html


      @ ein schönes WE

      Grüsse JoJo:)
      Avatar
      schrieb am 27.03.14 13:36:16
      Beitrag Nr. 3.104 ()
      Antwort auf Beitrag Nr.: 46.714.919 von JoJo49 am 27.03.14 11:42:48Ich wäre dankbar für eine kurze Einschätzung, was sich hinter der Mitteilung:
      "27th Change of Director's Interest Notice" verbirgt.
      Avatar
      schrieb am 27.03.14 12:06:15
      Beitrag Nr. 3.103 ()
      http://de.reuters.com/article/economicsNews/idDEBEEA2P03Y201…
      USA - China verliert Streit um Seltene Erden bei WTO
      :::


      http://www.sueddeutsche.de/wirtschaft/urteil-gegen-china-wto…
      WTO lehnt Exportbeschränkung für seltene Erden ab

      90 Prozent der Metalle, die für den Bau von Computern, Windturbinen und Batterien gebraucht werden, stammen aus China. Die Volksrepublik wollte den Export der seltenen Erden drosseln. Dies hat die Welthandelsorganisation nun für nicht rechtmäßig erklärt.
      :::


      http://www.tagesschau.de/wirtschaft/wto184.html
      :::


      http://www.t-online.de/wirtschaft/boerse/rohstoffe/id_686952…
      :::


      http://www.theedgemalaysia.com/business-news/282231-panel-de…
      :::


      http://asic.gov.au/asic/asic.nsf/byheadline/Short+position+r…
      Short Position Reports
      :::
      http://www.asx.com.au/data/shortsell.txt


      http://www.tradingroom.com.au/apps/company_annoucements.ac?c…
      Response to ASX Price Query
      :::


      Grüsse JoJo :)
      Avatar
      schrieb am 27.03.14 11:42:48
      Beitrag Nr. 3.102 ()
      LYC Lynas Corporation Limited
      March 2014
      27th Response to ASX Price Query

      http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=790186
      Google übersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


      27th Production Update
      http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=790176
      27 March 2014

      MEDIA RELEASE

      Following a scheduled Board meeting and subsequent tour of the Lynas Advanced Materials
      Plant (LAMP) in Malaysia this week, the Directors of Lynas Corporation (ASX:LYC,
      OTC:LYSDY) wish to confirm that commercial production and sales of Rare Earth Oxide
      (REO) products at the Lynas Advanced Material Plant (LAMP) in Malaysia for the March 2014
      quarter will both be higher than the December 2013 quarter, consistent with guidance
      provided by Lynas at the end of January 2014.

      Chairman Nicholas Curtis, noting the decline in the Company’s share price since the release
      of the half year Financial Report on 11 March, said: “I wish to assure shareholders that while
      LAMP has been slower to ramp up than we would have liked, recent production is beginning to
      demonstrate sustainable momentum.

      “With one week left in March, I am delighted to say that we expect to report record production and
      sales volumes for both the month of March and for the March quarter.

      “I also wish to affirm our guidance of achieving the target 11,000 tonnes per annum production run
      rate during the June quarter.”

      An Operations Update detailing production and sales volumes and average selling price for
      the March quarter will be released to the market on 1 April. This is in accordance with the
      Company’s practice in recent quarters of providing preliminary data as soon as practicable
      after the end of a financial quarter. Further updates will be provided in the Company’s March
      2014 Quarterly Activities report, which is expected to be released on 30 April.


      For further information please contact Alan Jury or Alistair Reid on +61 2 8259 7100 or visit
      www.lynascorp.com

      For all media enquiries please contact Cameron Morse from FTI Consulting on +61 8 9485
      8888.

      Google übersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…



      27th Change of Director's Interest Notice
      http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=790174
      Google übersetzt: http://translate.google.de/translate?sl=en&tl=de&js=n&prev=_…


      Grüsse JoJo :)
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
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