Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1482)

[derbeobachter3]

Pasinex Resources: Zink Junior-Explorer mit großem Cashflow-Potential?
Der kanadische Zink-, Kupfer- und Silber-Explorer könnte in naher Zukunft mit Cashflow-News über den laufenden Prozess im DSO-Bereich des Pinargozu-Projekts aufhorchen lassen.


http://www.rohstoffenews.de/pasinex-resources-zink-junior-ex…

[Boersiback]

interessant... warum die minen gegenüber gold seit fast 50 jahren an wert verlieren.
scheint doch mittlerweile ein naturgesetz zu sein...

http://goldseiten.de/artikel/223075--Warum-ist-der-Goldbergb…

also hui 50 und gold 5000 bei der nächsten hausse
darüber muss ich auch mal intensiver nachdenken

[Boersiback]

Antwort auf Beitrag Nr.: 48.109.990 von prallhans am 23.10.14 07:59:18

"Die Senkrechte haben wir noch nicht."

die bekommen wir auch nicht !
solche huassen gibt es nur wenn die leute draussen was zum anfassen haben was sie mit geldanlegen verbinden können.... eisenbahn, flugzeug, automobil, fabrfernseher, waschmaschine u a küchengeräte wie kühlschrank, internet, handy...

davon gibt es nichts. von daher wird es keine euphorie bei taxifahrern und hausfrauen geben. die bleiben weiterhin draussen. kursanstiegen trauern sie nicht hinterher, da sie kurse nicht interessieren und sie diese hausse gar nicht wahrnehmen.

ich denke diesmal liegt harry dent goldrichtig. die blase ist eigentlich schon zu fett geworden

[Boersiback]

Antwort auf Beitrag Nr.: 48.114.917 von Popeye82 am 23.10.14 15:55:14

im Prinzip richtig, nur eben auch ganz normal(er Gang der Dinge).

naja ich finde bzgl gold ist es schon extrem.
kupfer ist vergleichbar... auch ein wachsender output, allerdings ist das zeug mit gewissen grades auch schwer zu finden.
ich denke von daher auch dass gold und kupfer mal auf 20-50 jahressicht im vergleich zu vielen anderen metallen steigen werden.

bei öl ist z.b. das gegenteil der fall... nie hatten wi mehr öl und resourcen wie heute, tendenz steigend.

wenn angebot und nachfrage wirklich den markt regeln sollte, wäre die zukunft ganz gut prognostizierbar. ich weiss nur nicht ob dem so ist.

[Popeye82]

genau -ein Teil von dem- was ich immer wieder gesagt habe

Statoil's director of research says, "standardisation is the new innovation" - DEJ - Oct 23, 2014
www.iocenter.no/info/io-2014-presentation-and-video
www.digitalenergyjournal.com/n/39d9a198.aspx

"Lars Høier, Director of Research, Development and Innovation, Statoil, says that 'standardisation is the new innovation' - and explained how his company intends to drive it

Lars Høier, Director of Research, Development and Innovation, Statoil, said he believes that 'standardisation is the new innovation', speaking at the Integrated Operations conference in Trondheim on Sept 30.

Mr Høier sees standardisation as a pathway to reducing costs and complexity.

Mr Høier manages a 2.8bn (US$ 430m) annual budget and 760 employees in Norway, USA, Canada, Brazil and China. He has a PhD in in Improved Oil Recovery (IOR) and was formerly senior vice president for mature area developments and IOR at Statoil.




The company is aiming to improve standardisation in several areas.

It has a 'Fast Track' field development scheme, which aims to get fields into production 40 per cent faster, by developing standardised solutions.

In its US onshore operations, the company is finding ways to reduce drilling costs by 25 to 50 per cent, 'just by working hard on repeating what we are doing again and again,' he said.

It is developing standard rigs in special categories, known as 'cat rigs', which 'I think will be important moving forward attacking different fields and drilling challenges,' he said. 'We think we can increase operational efficiency 20% by doing that.'

It believes it can achieve $60m savings with standardised floating storage units.

By developing standardised equipment and modules in general, it believes it can achieve $150 to 300m savings, and with standard platform concepts, it believes it can save 8-10 per cent on facility capital expenditure. We want 'standardised platform concepts we can apply in many different places. We can do minor adjustments [to standard designs] instead of doing [it all] tailor made.'

It is developing standardised vertical Christmas Trees and standard well designs.

With a concept called 'subsea on slim legs', essentially topsides equipment which are much slimmed down and designed for unmanned operation, like subsea equipment, it believes it can save 20-30 per cent on capital cost.


Subsea factories

In the subsea arena, Statoil has defined six different subsea applications it wants to develop standard solutions for, which the company calls 'subsea factories'.

The first is the 'tie-in' or 'brownfield factory', where you already have infrastructure and a platform, and you want to drill a subsea well nearby which connects to it. This will usually include simplified boosting (pumping), simplified compression, water separation, power distribution, all on the seabed, and ability to do well interventions.

The second 'subsea factory' is the same as the first but with more of the core infrastructure subsea, including sea water injection and gas treatment.

The third subsea factory is long distance tie backs, for example for in the Barents Sea, where you need to be able to pump oil for long distances, and need high capacity boosting (pumping).

The fourth is deepwater, producing in up to 3000m water depth. The company needs to develop its artificial lift technology in the wells which can work at such water depths, and also special seabed separation units, and better ways to do inspection, maintenance and repair. It also wants to find ways to reduce deepwater drilling costs.

The fifth subsea factory is heavy oil. Statoil has the world's largest offshore heavy oil portfolio, he said, including the Peregrino Field offshore Brazil, the Mariner and Bressay fields in the North Sea. This will need a way to pump (boost) high viscosity oil.

The sixth subsea factory is for the Arctic, you will need a way to treat, store and offload oil in the Arctic.


Achieving standardisation

A practical first step is encouraging subsea equipment manufacturers to develop standard interfaces to connect equipment together. At the moment we have 'subsea systems with interfaces with a lot of different requirements where you need adaptors to put things together,' he said.

Statoil would prefer if subsea equipment would fit together like Lego.

Statoil has already started working with 3 suppliers, FMC, Kongsberg and Saipem, 'to have their input on this challenge,' he said. 'We have started a 3 month study now.'

But it needs 'all the industry, all the suppliers and vendors to put input into this. 'I know there are many others that think about this and have clear ideas how we can attack it. We are seeking advice in a broad sense here. We need as operators to go together on this.'

'We want to make a joint industry collaboration, with the main operators, and we want to start it early next year.'

Statoil also wants to get more industry support for the idea of standardisation.

Standardisation might not be in a subsea equipment company's short term interests, if it means less billable engineering hours, and making it easier for competitors to join the market.

But it is in their long term interests, if it means that it will help the subsea industry to grow, Mr Høier said.


Drilling

For drilling, Statoil is keen to apply some of its learning from the US onshore drilling industry to offshore operations, in particular in simplifying the well specifications.

'Can we challenge ourselves doing simpler wells and more wells instead of more fancy wells?' he asked.

It is pleased with the steerable drilling liner, developed together with Baker Hughes, which reduces drilling time. 'We can do even better with the next generation off it.'

In terms of drilling automation, the most important drilling automation might be in the subsurface, rather than the topsides, keeping the drill bit automatically in the reservoir. 'We can run these things more on autopilot, with a drilling steering control system,' he said.


Technology successes

Mr Høier presented what he saw as Statoil's biggest technology successes in recent years.

He is proud of the permanent 'seismic on demand' installations the company is doing on some off its fields, including Snorre, Grane and the new Johan Sverdrup field in Norway, and Peregrino in Brazil, with plans to introduce it on a further 8 fields.

'[The question is] how do you fully utilise this data into efficient model updates of the subsurface,' he said.

Another technology success is automatic inflow control devices, which control flow of fluids into wells, first used in 2008. Statoil now has 2400 valves on 8 wells on the Troll field, with an ambition to install them on all 100 wells at Troll.

In exploration, Statoil is developing ways to combine different electromagnetic survey methods with seismic, which has proven 'imperative' for some of its Barents Sea discoveries.

Statoil has achieved overall recovery rates of 62-63 per cent on its Nona field, very impressive when many operators are seeing recovery from subsea wells at half what they see from traditional wells.

On the Nona field, 'we have excellent 4D data, we do a lot of infill drilling, microbial EOR, we do a lot of stuff,' he said.


Less separation?

Mr Høier was very pleased with a suggestion from Andrew Gibson, a specialist in oil & gas field development, operation and maintenance at MARINTEK, that maybe the oil and gas industry should stop worrying so much about separating oil, gas and solids immediately after production - it might be easier to pump the fluids in three phases to a separation unit further downstream.

'I think in our industry we've been so heavily focussed on separation since 1930,' Mr Gibson said. But several rotating machinery manufacturers now are production multiphase compressors which seem to work. There are pumps with good tolerance for liquids and solids. The time is perhaps very right to think radically about how we design production facilities. That might simplify the challenge quite a bit, and radical thinking is perhaps well overdue.'

'Heading up R+D, I'm keen for more solutions,' Mr Høier replied. 'I'm asking for help to attack the systems that we have. That would be really interesting technology for efficiency.'


Other industries

When asked which other industries he was looking at for inspiration, Mr Høier mentioned the aviation industry, where it is working with GE to find better ways to run turbines. It is also very interested in the automotive industry, and its success with 'industrialising' and taking down cost. It also works together with NASA, looking at better ways to work with large data, supercomputing, sensor technology (particularly at high temperature and pressure), and transfer data over large distances.


Views on standardisation

Frans van den Berg, programme manager for collaborative work environments at Shell, said that the biggest value of standardisation is when you build something the same way as you built the last one.

But sometimes you can go to far trying to standardise, an example being a roof in an oil company building in Brunei which has been built to withstand one meter of snow, because that is the oil cmopany's global building standard, he said. 'You can take it too far and end up with specifications that take care of every possible risk and uncertainty and make things too expensive. You have to think through what needs standardisation.

Arne Holhjem, Director for Technology and Environment, Norwegian Petroleum Directorate, warned that there could be problems with too many different standards. 'If we can have one standard for everybody that would be great. [but] The IOCs now want their own worldwide standard. The countries want to have standard, the service industry is also making their own standard. To try to sort out these standards is one of the first things we should work with.'

Mr Holhejem also said that manufacturers of subsea equipment are starting to feel the stress of being asked to build to different standards. 'if you ask some manufacturers of subsea equipment, [and] we've talked to them, they are tearing their hair out, every company comes with a different standard,' he said. This could all be adding to the price rather than reducing it.

Torstein Sanness, Managing Director of Lundin Norway, agreed that 'Standardisation is the only thing that can have a major cost drive down.'

As an example, Lundin Norway is building a hotel (staff accommodation) on its Grieg platform. The [hotel] vendor was trying to standardise its products as much as possible. 'There was no need for us to interfere or place 20 people in the yard to make sure the vendor is doing what we need,' he said. 'We don't need to tailor make everything.'

'What we have seen so far [is that] most development is a specialised thing with the appropriate high cost,' he said.

Pieter Kapteijn, director of FossilFuture said that the correct question to ask is what amount of diversity adds value. Some parts of the industry, like shale gas, have been heavily standardised, whilst 'in many developments I've been part of, a degree of customisation was required to get the value.' "

[Popeye82]

Antwort auf Beitrag Nr.: 48.112.724 von likeshares am 23.10.14 12:31:37

Zitat von likeshares: die auf der Suche nach dem Edelmetall kaum bessere Grade finden kann als es Hute die sogenannten Klitschen haben. Alles nur eine Frage der Nachfrage. Die wirklich großen Resourcen wurden schon in der Antike abgebaut, haute produziert man mit hohem technischen Aufwand nur noch die Reste dessen was an damals wertlosen Gold im Boden übrig gelassen wurde und das zu immer höheren Kosten!

im Prinzip richtig, nur eben auch ganz normal(er Gang der Dinge).

Gruß
P.

[prallhans]

Antwort auf Beitrag Nr.: 48.112.724 von likeshares am 23.10.14 12:31:37

der Beste zum Thema Gold und China ist Koos Jansen.

http://www.ingoldwetrust.ch/

verfolge ich schon länger und die meisten attestieren diesen Zahlen Glaubwürdigkeit, weil er auch chinesische "Freunde" hat.

Aber das hat dem Goldpreis bisher nicht geholfen. Im Gegenteil.

Das Problem am Schweizer Referendum ist nicht das Gold zurückzuführen, sondern die Einführung einer Gold gedeckten Währung.

[Sweetbull]

Antwort auf Beitrag Nr.: 48.112.724 von likeshares am 23.10.14 12:31:37

Wenn die Zahlen stimmen, dass China und Indien alleine die gesamte Minenproduktion aufkaufen bleibt es schon ein Rätsel woher das Gold für den Rest der Welt kommen soll?!? Das wiederum würde meine These stützen, dass das westliche ZB Gold quasi physisch verliehen wurde und die Tresore in Fort Knox mehr oder weniger leer wären-bis auf ein paar Papierzettel...

[likeshares]

Neue harte Zahlen zum Goldmarkt

http://www.miningscout.de/kolumnen/2014/10/23/juengste-zahle…

Vormals Indien und nun China bestimmen in Zukunft wo der Goldpreis stehen wird. Die Aufteilung in Papiergold und physisches Gold funktionierte nur so lange, als genügend Gold im Markt war. Wird der Markt enger, kann der Goldhandel insgesamt wegen der physischen Hinterlegung des Papiergoldes durch den Opions und Future Handel kaum noch Spielraum für die bisherige Unterscheidung. Ich denke der chinesische Optionshandel bereitet sich durch entsprechende Ausweitung ihrer Bestände zu noch günstigen Preisen auf die Zukunft vor. Am entstehenden chinesischen Options und Future Markt wird es mehr um physisches Gold gehen als an den westlichen Börsen. Dieser Unterschied sollte in Zukunft bestimmend sein und dadurch könnte eine völlig neue Bewertung von Gold entstehen von der ich schon seit längerem Sprach, nämlich von Gold als endlicher Wertgegenstand der nicht mehr von der "Sicherer Hafen" Funktion bestimmt wird. Ich bin mir sehr sicher, dass diese neue Sicht auf Gold schon im Jahr 2015, der zur erwarteten höchstn Goldproduktion, seine Auswirkungen deutlich zeigen wird.
Die Schweizer wollen noch vor dem asiatischen Bewertungs- Umbruch ihre Bestände aufstocken!
http://gold-initiative.ch/
Sollte es überhaupt noch zu einer Bereinigung des Explorermarktes kommen, wird spätestens Ende 2015 mit Blick auf zukünftige Potentiale der Exploration wieder eine neue Explorer Generation installiert, die auf der Suche nach dem Edelmetall kaum bessere Grade finden kann als es Hute die sogenannten Klitschen haben. Alles nur eine Frage der Nachfrage. Die wirklich großen Resourcen wurden schon in der Antike abgebaut, haute produziert man mit hohem technischen Aufwand nur noch die Reste dessen was an damals wertlosen Gold im Boden übrig gelassen wurde und das zu immer höheren Kosten!

[Sweetbull]

Antwort auf Beitrag Nr.: 48.109.990 von prallhans am 23.10.14 07:59:18

Das könnte wahrlich ein Paukenschlag sein. Zuerst muss mal nachgewiesen werden, dass das im Ausland gelagerte Gold in physischer Form für eine Rückführung da ist und nicht nur auf dem Papier. Sollte daran auch nur ein Hauch Zweifel aufkommen dann ist aber Feuer unterm Dach. Könnte ja durchaus sein, dass dann das Deutsche und US Gold z.B. in China als "Pfand" verweilt-z.B. für die Unmengen an US Treasurys die China hält damit die USA nicht pleite gehen.
Zum zweiten müssten 1500 Tonnen gekauft werden oder aber die Währungsreserven massiv gesenkt werden. Da wären Verwerfungen einzuplanen...
Auf jeden Fall bleibts spannend!