Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 423)
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Diese Übersicht ist ca. 9 Monate alt.
Nun meine Frage, da im CCE Thread keiner darauf vernümpftig geantwortet hat.
Wie ist die aktuelle Ressourcenschätzung der Mine an Tantal ?
Ist es bei 5392 Tonnen geblieben (siehe oben) ?
Auf der Homepage stehen aktuell diese Werte
"hält Upper Fir
gemäß der kanadischen Rechtsvorschrift NI 43-101
eine angezeigte Ressource von 14,68 Mio. Tonnen
mit durchschnittlichen Werten von 190 g/t Ta2O5
(Tantal) und 1.300 g/t Nb2O5 (Niob) und eine
geschlussfolgerte Ressource von 19,8 Mio. Tonnen mit
durchschnittlichen Werten von 188 g/t Ta2O5
und 1.612 g/t Nb2O5."
14,68 mal 190 + 19,8 mal 188 = 6512 Tonnen Tantal
Müsste sich also von 5392 auf 6512 Tonnen erhöht haben oder ?
------
Bei Globe gab es aktuell auch gerade ein Update der Ressource
Bei Tantal kommt Globe jetzt auf 7750 Tonnen.
Komisch, da Globe zu 90% eine Niob Mine ist, hätte ich nicht gedacht, das man auch beim Tantal vor Commerce liegt.
Hat Globe wirklich höhere Tantalreserven als CCE ?
Wirtschaftstrends kompakt Malawi 2008/09
13.03.2009
http://www.gtai.de/fdb-SE,MKT200902038025,Google.html
13.03.2009
http://www.gtai.de/fdb-SE,MKT200902038025,Google.html
Antwort auf Beitrag Nr.: 37.038.953 von Maigret am 24.04.09 22:24:23
Zumindest haben wir dann ganz genau analysiert wo unsere Probleme liegen. Ist doch auch schonmal was.
Gruß,
Popeye
Zumindest haben wir dann ganz genau analysiert wo unsere Probleme liegen. Ist doch auch schonmal was.
Gruß,
Popeye
Trading Spotlight
Niobium demand, price stays high despite steel weakness – Iamgold
By: Liezel Hill
7th November 2008
TEXT SIZE TORONTO (miningweekly.com) – Canadian miner Iamgold expects demand for niobium to remain strong, despite a softening steel market, COO Gordon Stothart said on Thursday.
Iamgold produces the metal, which is used in specialty high-strength steels, at the Niobec mine, in Quebec.
The mine began producing concentrates in 1976 and ferroniobium in 1994, and currently produces approximately 10% of world niobium consumption, according to Iamgold's website.
It has been a strong earner for the company over the last few quarters, and contributed $16,2-million in operating cash flow during the September quarter.
Iamgold produced 1,15-million kilograms of niobium in the third quarter this year, compared with 1,10-million a year earlier. The mine's operating margin rose to $22/kg, compared with $14/kg in the same quarter of 2007.
The company has been “pleasantly surprised” by the limited downward pressure on the price of niobium in the last few months, despite a gloomy outlook for steel demand, linked to expectations over a global economic slowdown.
“To this point we really haven't seen any impact,” Iamgold president and CEO Joseph Conway said during a conference call.
Because niobium represents such a small part of the cost of the steel in which it is an ingredient, the price is driven by demand, rather than by any cost-containment on the part of steelmakers.
“And the demand for the specialty steels is especially keen, and forecast to continue to be keen going forward,” said Stothart.
As an example of the valuable qualities of the metal, every $4 of niobium used in the manufacture of a mid-sized vehicle would allow a saving of about 100 kg of weight in steel, because of the properties of the ferroniobium steel.
This, in turn, would translate into fuel savings of half a litre per 100 km on a mid-sized car, he said.
“We certainly feel very comfortable about how the niobium market looks going forward.”
Iamgold said in June that it could potentially double the reserves at its Niobec niobium mine, in Quebec, Canada, by introducing a paste backfill system at the operation.
Engineering is currently under way and the associated plant and underground development are expected to be completed by 2010, Stothart said.
The company is also studying other ways of optimising operations at the mine, including the potential installation of a gravity separation circuit on one of the tailings streams, by using a Kelsey jig unit.
Based on lab tests, this could enable Iamgold to improve niobium recovery by 2% or more, and a report on pilot plant tests will be completed by the end of the year, after which the company will make a decision on how to move forward.
By: Liezel Hill
7th November 2008
TEXT SIZE TORONTO (miningweekly.com) – Canadian miner Iamgold expects demand for niobium to remain strong, despite a softening steel market, COO Gordon Stothart said on Thursday.
Iamgold produces the metal, which is used in specialty high-strength steels, at the Niobec mine, in Quebec.
The mine began producing concentrates in 1976 and ferroniobium in 1994, and currently produces approximately 10% of world niobium consumption, according to Iamgold's website.
It has been a strong earner for the company over the last few quarters, and contributed $16,2-million in operating cash flow during the September quarter.
Iamgold produced 1,15-million kilograms of niobium in the third quarter this year, compared with 1,10-million a year earlier. The mine's operating margin rose to $22/kg, compared with $14/kg in the same quarter of 2007.
The company has been “pleasantly surprised” by the limited downward pressure on the price of niobium in the last few months, despite a gloomy outlook for steel demand, linked to expectations over a global economic slowdown.
“To this point we really haven't seen any impact,” Iamgold president and CEO Joseph Conway said during a conference call.
Because niobium represents such a small part of the cost of the steel in which it is an ingredient, the price is driven by demand, rather than by any cost-containment on the part of steelmakers.
“And the demand for the specialty steels is especially keen, and forecast to continue to be keen going forward,” said Stothart.
As an example of the valuable qualities of the metal, every $4 of niobium used in the manufacture of a mid-sized vehicle would allow a saving of about 100 kg of weight in steel, because of the properties of the ferroniobium steel.
This, in turn, would translate into fuel savings of half a litre per 100 km on a mid-sized car, he said.
“We certainly feel very comfortable about how the niobium market looks going forward.”
Iamgold said in June that it could potentially double the reserves at its Niobec niobium mine, in Quebec, Canada, by introducing a paste backfill system at the operation.
Engineering is currently under way and the associated plant and underground development are expected to be completed by 2010, Stothart said.
The company is also studying other ways of optimising operations at the mine, including the potential installation of a gravity separation circuit on one of the tailings streams, by using a Kelsey jig unit.
Based on lab tests, this could enable Iamgold to improve niobium recovery by 2% or more, and a report on pilot plant tests will be completed by the end of the year, after which the company will make a decision on how to move forward.
Das hört sich doch schon mal nicht schlecht an
http://www.commodityonline.com/news/Niobium-demand-to-pick-u…
Niobium demand to pick up in Q3 2009
2009-03-20 22:30:00
LONDON: Demand for niobium has seen enormous growth in recent years. At about 58,000t contained Nb, processors' shipments in 2007, reported by the TIC, were double those in 2003. That continued into early 2008, with H1 shipments up 18% on H1 2007 and 12% on H2 2007 (although primary production was down by 13%).
The niobium market is not, however, immune to global economic turndown and with consumers both reducing purchases and running down inventories, total shipments for 2008 were probably little higher than in 2007. Demand in H1 2009 will very likely be flat at best.
Global GDP and industrial production are expected to enter a recovery phase in 2010. Metal markets will tend to begin re-stocking before that and Roskill predicts that demand for niobium will pick up as early as Q3 2009 and quickly return to a growth trend. Niobium producers are well-placed to supply the world's ferro-niobium needs for the foreseeable future. Several new tantalum-niobium projects are also expected to become operational over the next year or two.
Niobium demand to continue growing over the long term
The recent large increases in niobium consumption have not come as a result of new applications. The principal markets - HSLA steels, stainless steels and superalloys - are essentially the same as they have been for years. Growth has come not only from the overall rise in global production of these materials, but also from the greater penetration of niobium in markets where it is already well-established and often irreplaceable.
HSLA steels, by far the largest application for niobium, are widely used in automobiles, construction and natural gas linepipe, all market segments that will return to long-term growth in a year or so. With the ongoing drive to achieve weight reduction in both the automobile and construction sectors, HSLA steels are likely to win further market share from mild steels.
The world's appetite for energy will see demand for gas linepipe remain healthy for many years to come. With the supply disruptions that have been seen in Europe recently, it is not beyond the realms of possibility that whole new transmission networks could be built. Demand for linepipe could prove to be higher than previously forecasted. The HSLA steel grades required for high-pressure linepipe cannot be made without niobium.
In the stainless steel industry, niobium is consumed mainly in ferritic stainless and most notably that used for automobile exhausts. 2009 will not be a good year in this market; vehicle production forecasts are grim and Roskill expects total stainless steel demand to be nearly 20% down from its 2007 peak. Strong recovery will begin in 2010. In the longer term, this could be a significant growth market for niobium, particularly if continuing volatility in nickel prices leads to a large-scale and permanent switch from the use of nickel-bearing austenitic stainless to nickel-free ferritic steels.
There is good scope for niobium consumption to grow considerably in some parts of the world. In 2008 the overall unit consumption of niobium in steel was around 55-60g/t of steel produced. In the most highly developed countries the figure was 100g/t or more, whereas in China only around 40g/t were consumed. There would appear, therefore, to be significant potential for the increased use of niobium. While, in 2008, about 10% of the steel produced globally contained niobium, that share could rise to as much as 20% in future.
Niobium prices to remain at current levels
Key characteristics of the niobium market are the important role played by long-term contracts, which now cover about 95% of total sales, and highly stable prices. From the early 1990s to the mid-2000s, the average export price for Brazilian ferro-niobium remained within the range of US$12,500-13,500/t contained Nb.
That changed in 2007, when prices for ferro-niobium and other niobium products began to climb sharply. Average import prices for ferro-niobium reported by major importing countries in 2008 were more than double those seen in 2006. In the case of Japan, the average price rose from about US$9,000/t (gross weight) to over US$22,000/t.
Roskill's view is that the increase in price is not temporary. In real terms, niobium prices had been falling for years at the same time as demand was increasing and producers were expanding capacity, probably at considerable expense. An adjustment to the benchmark price at some point was inevitable. Niobium prices, particularly ferro-niobium prices, are likely to remain at about the level seen in late 2008 and early 2009 and will display little volatility in the coming years.
Even at the higher price, niobium inputs constitute a very small part of total production costs in the main end-use markets, and the opportunities to substitute for niobium in most applications are very limited.(Courtesy: PRNewswire)
http://www.commodityonline.com/news/Niobium-demand-to-pick-u…
Niobium demand to pick up in Q3 2009
2009-03-20 22:30:00
LONDON: Demand for niobium has seen enormous growth in recent years. At about 58,000t contained Nb, processors' shipments in 2007, reported by the TIC, were double those in 2003. That continued into early 2008, with H1 shipments up 18% on H1 2007 and 12% on H2 2007 (although primary production was down by 13%).
The niobium market is not, however, immune to global economic turndown and with consumers both reducing purchases and running down inventories, total shipments for 2008 were probably little higher than in 2007. Demand in H1 2009 will very likely be flat at best.
Global GDP and industrial production are expected to enter a recovery phase in 2010. Metal markets will tend to begin re-stocking before that and Roskill predicts that demand for niobium will pick up as early as Q3 2009 and quickly return to a growth trend. Niobium producers are well-placed to supply the world's ferro-niobium needs for the foreseeable future. Several new tantalum-niobium projects are also expected to become operational over the next year or two.
Niobium demand to continue growing over the long term
The recent large increases in niobium consumption have not come as a result of new applications. The principal markets - HSLA steels, stainless steels and superalloys - are essentially the same as they have been for years. Growth has come not only from the overall rise in global production of these materials, but also from the greater penetration of niobium in markets where it is already well-established and often irreplaceable.
HSLA steels, by far the largest application for niobium, are widely used in automobiles, construction and natural gas linepipe, all market segments that will return to long-term growth in a year or so. With the ongoing drive to achieve weight reduction in both the automobile and construction sectors, HSLA steels are likely to win further market share from mild steels.
The world's appetite for energy will see demand for gas linepipe remain healthy for many years to come. With the supply disruptions that have been seen in Europe recently, it is not beyond the realms of possibility that whole new transmission networks could be built. Demand for linepipe could prove to be higher than previously forecasted. The HSLA steel grades required for high-pressure linepipe cannot be made without niobium.
In the stainless steel industry, niobium is consumed mainly in ferritic stainless and most notably that used for automobile exhausts. 2009 will not be a good year in this market; vehicle production forecasts are grim and Roskill expects total stainless steel demand to be nearly 20% down from its 2007 peak. Strong recovery will begin in 2010. In the longer term, this could be a significant growth market for niobium, particularly if continuing volatility in nickel prices leads to a large-scale and permanent switch from the use of nickel-bearing austenitic stainless to nickel-free ferritic steels.
There is good scope for niobium consumption to grow considerably in some parts of the world. In 2008 the overall unit consumption of niobium in steel was around 55-60g/t of steel produced. In the most highly developed countries the figure was 100g/t or more, whereas in China only around 40g/t were consumed. There would appear, therefore, to be significant potential for the increased use of niobium. While, in 2008, about 10% of the steel produced globally contained niobium, that share could rise to as much as 20% in future.
Niobium prices to remain at current levels
Key characteristics of the niobium market are the important role played by long-term contracts, which now cover about 95% of total sales, and highly stable prices. From the early 1990s to the mid-2000s, the average export price for Brazilian ferro-niobium remained within the range of US$12,500-13,500/t contained Nb.
That changed in 2007, when prices for ferro-niobium and other niobium products began to climb sharply. Average import prices for ferro-niobium reported by major importing countries in 2008 were more than double those seen in 2006. In the case of Japan, the average price rose from about US$9,000/t (gross weight) to over US$22,000/t.
Roskill's view is that the increase in price is not temporary. In real terms, niobium prices had been falling for years at the same time as demand was increasing and producers were expanding capacity, probably at considerable expense. An adjustment to the benchmark price at some point was inevitable. Niobium prices, particularly ferro-niobium prices, are likely to remain at about the level seen in late 2008 and early 2009 and will display little volatility in the coming years.
Even at the higher price, niobium inputs constitute a very small part of total production costs in the main end-use markets, and the opportunities to substitute for niobium in most applications are very limited.(Courtesy: PRNewswire)
"Man darf auch nciht vergessen, der Wert ist extrem markteng. Wer eine gescheite Menge möchte muß aufpassen dass er den Kurs nicht gleich um 50-100% hochtreibt."
Schon richtig.
Aktuell scheint jedoch ein in Klammern größerer Verkäufer bei knapp unter 20 Audcent abgeben zu wollten. 500k bis 1 Mio Stücke kann man wahrscheinlich aktuell abgreifen.
Anderseis sind das ja auch "nur" ca. ein Gegenwert von 100.000 Euro.
----------
Ich habe immer noch kein Verzeichnis über die aktuellen Top 20 shareholder gesehen.
Will endlich mal meinen Namen lesen.
Schon richtig.
Aktuell scheint jedoch ein in Klammern größerer Verkäufer bei knapp unter 20 Audcent abgeben zu wollten. 500k bis 1 Mio Stücke kann man wahrscheinlich aktuell abgreifen.
Anderseis sind das ja auch "nur" ca. ein Gegenwert von 100.000 Euro.
----------
Ich habe immer noch kein Verzeichnis über die aktuellen Top 20 shareholder gesehen.
Will endlich mal meinen Namen lesen.
mal wieder ein Artikel über Spezialmetalle und die möglichen Gefahren die sich für die Industrieländer ergeben. Diesmal vom Rheinischen Merkur...
http://www.merkur.de/2009_17_Armes_Deutschland.33968.0.html?…" target="_blank" rel="nofollow ugc noopener">
http://www.merkur.de/2009_17_Armes_Deutschland.33968.0.html?…
Die Chinesen schaffen Fakten sichern sich auf diesem Sektor ein Filet-Stück nach dem anderen.
Deutschland "löst" das Problem durch das Erstellen von Rohstoff-Registern und durch die Sicherung von auf absehbare Zeit unrentablem Meeresboden...
http://www.merkur.de/2009_17_Armes_Deutschland.33968.0.html?…" target="_blank" rel="nofollow ugc noopener">
http://www.merkur.de/2009_17_Armes_Deutschland.33968.0.html?…
Die Chinesen schaffen Fakten sichern sich auf diesem Sektor ein Filet-Stück nach dem anderen.
Deutschland "löst" das Problem durch das Erstellen von Rohstoff-Registern und durch die Sicherung von auf absehbare Zeit unrentablem Meeresboden...
Antwort auf Beitrag Nr.: 37.009.381 von Reiners am 21.04.09 14:07:53
In diesen Zeit ist das A ond O die Minenfinanzierung. Sobald die Tinte unter den Offtake-Agreements trocken ist wird es interessant.
In den Rohstoff-Threads wurde immer mal wieder kolportiert dass Instititutionelle erst einsteigen wenn bestimmte Meilensteine wie Scoping, Feas, permits etc. errreicht sind.
Halte ich allerdings für eine Mär und deckt sich auch nicht mit meiner Erfahrung.
Man darf auch nciht vergessen, der Wert ist extrem markteng. Wer eine gescheite Menge möchte muß aufpassen dass er den Kurs nicht gleich um 50-100% hochtreibt.
Vielleicht wartet der eine oder andere Interessent auch auf eine Kapitalerhöhung um einen Fuß in die Tür zu kriegen.
Und viele große Spieler haben halt immer noch mit ganz anderen Problemen zu kämpfen. Die Banken fallen als potentielle Investoren auf absehbare Zeit aus... Den Fonds sind in den letzten Monaten die Kunden davongerannt und auch wenn die Indizes mal wieder ein paar Tage steigen, wird sich der Zulauf bis auf weiteres in sehr engen Grenzen halten.
In diesen Zeit ist das A ond O die Minenfinanzierung. Sobald die Tinte unter den Offtake-Agreements trocken ist wird es interessant.
In den Rohstoff-Threads wurde immer mal wieder kolportiert dass Instititutionelle erst einsteigen wenn bestimmte Meilensteine wie Scoping, Feas, permits etc. errreicht sind.
Halte ich allerdings für eine Mär und deckt sich auch nicht mit meiner Erfahrung.
Man darf auch nciht vergessen, der Wert ist extrem markteng. Wer eine gescheite Menge möchte muß aufpassen dass er den Kurs nicht gleich um 50-100% hochtreibt.
Vielleicht wartet der eine oder andere Interessent auch auf eine Kapitalerhöhung um einen Fuß in die Tür zu kriegen.
Und viele große Spieler haben halt immer noch mit ganz anderen Problemen zu kämpfen. Die Banken fallen als potentielle Investoren auf absehbare Zeit aus... Den Fonds sind in den letzten Monaten die Kunden davongerannt und auch wenn die Indizes mal wieder ein paar Tage steigen, wird sich der Zulauf bis auf weiteres in sehr engen Grenzen halten.
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