CHINA MOLYBDENUM -- News, Fakten, Umfeld (Seite 24)
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Wahnsinn,
jetzt schon unglaubliche 27,1%
jetzt schon unglaubliche 27,1%
Meldung leider nur in chinesisch (kann ich nicht):
China Molybdenum Company Limited (03993) Industry:
Metals
阿思達克財經網新聞
洛鉬<03993.HK>抽升21% 鉬明年列入保護性開採礦種
2010年10月29日 15:10:06 HKT, AAFN
據《中國證券報》消息，國土資源部準備將鉬列入保護性開採礦種，明年開始實施開採總量管理，成為黃金、鎢、錫、銻、稀土後第六個被列入保護性開採的特定礦種。
洛陽鉬業<03993.HK>股價午後抽升21%，報$7.06，創逾年新高，成交激增至7807萬股；連帶湖南有色<02626.HK>也抽高6.3%，現造$3.17，成交倍增至2769萬股。(sz/d)
阿思達克財經新聞
傳真: 852 2186 8286
電郵: newsroom@aastocks.com
網址: www.aastocks.com
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved. Disclaimer
聲明 : AASTOCKS.com Ltd 竭力提供準確而可靠的資料，但並不保證資料絕對無誤，資料如有錯漏而令閣下蒙受損失，本公司概不負責。
China Molybdenum Company Limited (03993) Industry:
Metals
阿思達克財經網新聞
洛鉬<03993.HK>抽升21% 鉬明年列入保護性開採礦種
2010年10月29日 15:10:06 HKT, AAFN
據《中國證券報》消息，國土資源部準備將鉬列入保護性開採礦種，明年開始實施開採總量管理，成為黃金、鎢、錫、銻、稀土後第六個被列入保護性開採的特定礦種。
洛陽鉬業<03993.HK>股價午後抽升21%，報$7.06，創逾年新高，成交激增至7807萬股；連帶湖南有色<02626.HK>也抽高6.3%，現造$3.17，成交倍增至2769萬股。(sz/d)
阿思達克財經新聞
傳真: 852 2186 8286
電郵: newsroom@aastocks.com
網址: www.aastocks.com
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved. Disclaimer
聲明 : AASTOCKS.com Ltd 竭力提供準確而可靠的資料，但並不保證資料絕對無誤，資料如有錯漏而令閣下蒙受損失，本公司概不負責。
Antwort auf Beitrag Nr.: 40.413.933 von Schwabe_X am 29.10.10 10:33:49Growth in the Molybdenum Market
Email Print
Wed, Oct 20, 2010 Feature Articles
By Michael Montgomery—Exclusive to Moly Investing News
0diggsdiggShare Molybdenum prices have fallen slightly since the $18 highs of April down to approximately $15 per pound; however, demand for the metal remains strong. The future price for the metal will be affected by the mining quota in China for 2011. The Asian nation mines about 35 percent of the metal, and consumes a large portion of moly in the production of steel alloys. In the second quarter of 2010, China became a net exporter of the metal after being a net importer for 2009. The robust buying of moly on China’s part help the metal rebound after the $8 lows of 2008.
“Between 2009 and 2012, consumption of molybdenum, an ingredient in making steel, is set to grow by 9.2 percent… Re-stocking of steel could lead to mine re-starts, with Chinese production rising over 11 percent this year,” stated Catherine Virga, director of research at CPM Group, at a London Metal Exchange conference.
The level of growth in the steel market is in line with the projections for the growth of Chinese GDP as a whole. This may be due to large scale construction projects and the heavy use of steel in the rapid urbanization of the Chinese society as a whole.
The amount of investment in overseas moly mining operations on the part of Chinese investment firms foreshadows the bullish nature of the Chinese for future steel demand, and consequently demand for moly. After the stockpiling of moly in 2009, Chinese firms have backed off in 2010, slowly working down the stockpiles. Analysts see the demand for moly starting to grow in the second quarter of 2011.
Molybdenum, unlike some other base metals trades on supply and demand fundamentals, as investors have yet to be drawn to it as a speculation play. However, with the addition of moly to the LME in 2010, investors are making up a smaller portion of the market, adding a new dimension to the market.
“The contract is still gaining traction and at this point of very low levels of liquidity I do think we’ll have investors still be a bit stand offish from the LME contract in the near term. Over time the molybdenum contract is one that could potentially be more liquid than the tin market and opening it up to much greater levels of investment demand,” stated Catherine Virga, in an interview with Geoff Candy, of MineWeb.
While the LME contracts may take time to significantly affect the moly market as a whole, in the long run it remains a positive addition to the demand for the metal, without the concerns of rampant speculation that cloud other metal markets.
Moly Company News
Ivanhoe Australia (ASX:IVA) is looking for a listing on the Toronto Stock Exchange in an attempt to broaden its investment universe. The Australian firm’s parent company Ivanhoe Mines Ltd. (TSE:IVN)(NYSE:IVN) is already listed on the Toronto exchange.
“For molybdenum producers we just don’t have many comparables in Australia and the big institutions holding our shares have said we should get an improved valuation in North America because there’s a more active capital market,” stated Ivanhoe Austraila’s Chief, Peter Reeve.
The company hopes that the gained exposure in the North American market will help boost capital and accelerate the mining operation in Australia. The company plans to keep its headquarters in Australia as well as their list on the Australian exchange.
Avanti Mining Inc. (CVE:AVT) which is developing it Kitsault mine in British Columbia has recently signed an off-take agreement. The company “entered into an off-take agreement with an Asian steel producer for the sale of three million pounds of moly annually for four years if Kitsault is re-opened,” reported J. McKay for Business in Vancouver.
The Kisault mine is expected to cost $600 million to build, and the company has not secured any of it until this recent announcement. The name of the partner has yet to be announced until the letter of intent is signed. The final feasibility study is to be released Jan. 31, 2011.
With help from Assistant Editor Vivien Diniz
Questions about this article? Leave a comment below or contact our editorial team at editor@resourceinvestingnews.com.
Email Print
Wed, Oct 20, 2010 Feature Articles
By Michael Montgomery—Exclusive to Moly Investing News
0diggsdiggShare Molybdenum prices have fallen slightly since the $18 highs of April down to approximately $15 per pound; however, demand for the metal remains strong. The future price for the metal will be affected by the mining quota in China for 2011. The Asian nation mines about 35 percent of the metal, and consumes a large portion of moly in the production of steel alloys. In the second quarter of 2010, China became a net exporter of the metal after being a net importer for 2009. The robust buying of moly on China’s part help the metal rebound after the $8 lows of 2008.
“Between 2009 and 2012, consumption of molybdenum, an ingredient in making steel, is set to grow by 9.2 percent… Re-stocking of steel could lead to mine re-starts, with Chinese production rising over 11 percent this year,” stated Catherine Virga, director of research at CPM Group, at a London Metal Exchange conference.
The level of growth in the steel market is in line with the projections for the growth of Chinese GDP as a whole. This may be due to large scale construction projects and the heavy use of steel in the rapid urbanization of the Chinese society as a whole.
The amount of investment in overseas moly mining operations on the part of Chinese investment firms foreshadows the bullish nature of the Chinese for future steel demand, and consequently demand for moly. After the stockpiling of moly in 2009, Chinese firms have backed off in 2010, slowly working down the stockpiles. Analysts see the demand for moly starting to grow in the second quarter of 2011.
Molybdenum, unlike some other base metals trades on supply and demand fundamentals, as investors have yet to be drawn to it as a speculation play. However, with the addition of moly to the LME in 2010, investors are making up a smaller portion of the market, adding a new dimension to the market.
“The contract is still gaining traction and at this point of very low levels of liquidity I do think we’ll have investors still be a bit stand offish from the LME contract in the near term. Over time the molybdenum contract is one that could potentially be more liquid than the tin market and opening it up to much greater levels of investment demand,” stated Catherine Virga, in an interview with Geoff Candy, of MineWeb.
While the LME contracts may take time to significantly affect the moly market as a whole, in the long run it remains a positive addition to the demand for the metal, without the concerns of rampant speculation that cloud other metal markets.
Moly Company News
Ivanhoe Australia (ASX:IVA) is looking for a listing on the Toronto Stock Exchange in an attempt to broaden its investment universe. The Australian firm’s parent company Ivanhoe Mines Ltd. (TSE:IVN)(NYSE:IVN) is already listed on the Toronto exchange.
“For molybdenum producers we just don’t have many comparables in Australia and the big institutions holding our shares have said we should get an improved valuation in North America because there’s a more active capital market,” stated Ivanhoe Austraila’s Chief, Peter Reeve.
The company hopes that the gained exposure in the North American market will help boost capital and accelerate the mining operation in Australia. The company plans to keep its headquarters in Australia as well as their list on the Australian exchange.
Avanti Mining Inc. (CVE:AVT) which is developing it Kitsault mine in British Columbia has recently signed an off-take agreement. The company “entered into an off-take agreement with an Asian steel producer for the sale of three million pounds of moly annually for four years if Kitsault is re-opened,” reported J. McKay for Business in Vancouver.
The Kisault mine is expected to cost $600 million to build, and the company has not secured any of it until this recent announcement. The name of the partner has yet to be announced until the letter of intent is signed. The final feasibility study is to be released Jan. 31, 2011.
With help from Assistant Editor Vivien Diniz
Questions about this article? Leave a comment below or contact our editorial team at editor@resourceinvestingnews.com.
Hallo,
weiß jemand, ob es Gründe für den heutigen extremen Kursanstieg gibt? Nachrichten finde ich keine.
weiß jemand, ob es Gründe für den heutigen extremen Kursanstieg gibt? Nachrichten finde ich keine.
Trading Spotlight
Molybdänproduktion wird mit der Nachfrage nicht Schritt halten können
12.10.2010
RTE Stuttgart - (www.rohstoffe-go.de) - Die Rohstoffexperten der CPM Group sind der Ansicht, dass die Molybdänproduktion in den kommenden Jahren nicht mit der erwarteten robusten Nachfrage Schritt halten können wird - und rechnen deshalb mit deutlich steigenden Preisen.
Zwischen 2009 und 2012 rechnen die Experten mit einem Anstieg des Molybdän-Verbrauchs - Molybdän wird bei der Stahlherstellung eingesetzt - um 9,2%. Gleichzeitig seien erst für 2013 einige wahrscheinliche Molybdänprojekte in Aussicht, wobei auch für diese noch erhebliche Risiken bestünden, hieß es weiter. Allerdings erwartet CPM erst im ersten Quartal 2011 wieder einen Anstieg der Molybdänpreise, wenn die Lager wieder gefüllt würden.
An den europäischen Spotmärkten wird das Metall derzeit bei rund 15,20 USD pro Pfund gehandelt, nachdem im April noch rund 18 USD gezahlt wurden. Der größte Molybdänproduzent der Welt ist China, das für rund 35% des Marktes verantwortlich zeichnet, der auf mehr als 425 Mio. Pfund geschätzt wird. 25% des Verbrauchs stammen von Edelstahlherstellern. Nach Aussage der Experten der CPM Group sei China im zweiten Quartal 2010 wieder zum Molybdänexporteur geworden.
Man erkenne an der Preisentwicklung des Metalls die zyklischen Auffüll- und Entleerungstrends der Lager am Markt. Die Wiederaufnahme der Lagerauffüllung im Stahlbereich könnte zur Produktionsaufnahme bei mehreren Minen führen, so die Experten weiter. Man rechne mit einem Anstieg der chinesischen Produktion um mehr als 11% im laufenden Jahr, gehe aber davon aus, dass die Molybdännachfrage deutlich schneller wieder anziehe als das Angebot.
Laut CPM sei 2010 und 2011 ein Anstieg der Molybdännachfrage von durchschnittlich 10,2% zu erwarten, während das Angebot aus der Minenproduktion lediglich um 3,9% wachsen sollte. Jedwede Verzögerung bei der Inbetriebnahme neuer Minen würde deshalb den Markt in ein noch größeres Defizit führen.
12.10.2010
RTE Stuttgart - (www.rohstoffe-go.de) - Die Rohstoffexperten der CPM Group sind der Ansicht, dass die Molybdänproduktion in den kommenden Jahren nicht mit der erwarteten robusten Nachfrage Schritt halten können wird - und rechnen deshalb mit deutlich steigenden Preisen.
Zwischen 2009 und 2012 rechnen die Experten mit einem Anstieg des Molybdän-Verbrauchs - Molybdän wird bei der Stahlherstellung eingesetzt - um 9,2%. Gleichzeitig seien erst für 2013 einige wahrscheinliche Molybdänprojekte in Aussicht, wobei auch für diese noch erhebliche Risiken bestünden, hieß es weiter. Allerdings erwartet CPM erst im ersten Quartal 2011 wieder einen Anstieg der Molybdänpreise, wenn die Lager wieder gefüllt würden.
An den europäischen Spotmärkten wird das Metall derzeit bei rund 15,20 USD pro Pfund gehandelt, nachdem im April noch rund 18 USD gezahlt wurden. Der größte Molybdänproduzent der Welt ist China, das für rund 35% des Marktes verantwortlich zeichnet, der auf mehr als 425 Mio. Pfund geschätzt wird. 25% des Verbrauchs stammen von Edelstahlherstellern. Nach Aussage der Experten der CPM Group sei China im zweiten Quartal 2010 wieder zum Molybdänexporteur geworden.
Man erkenne an der Preisentwicklung des Metalls die zyklischen Auffüll- und Entleerungstrends der Lager am Markt. Die Wiederaufnahme der Lagerauffüllung im Stahlbereich könnte zur Produktionsaufnahme bei mehreren Minen führen, so die Experten weiter. Man rechne mit einem Anstieg der chinesischen Produktion um mehr als 11% im laufenden Jahr, gehe aber davon aus, dass die Molybdännachfrage deutlich schneller wieder anziehe als das Angebot.
Laut CPM sei 2010 und 2011 ein Anstieg der Molybdännachfrage von durchschnittlich 10,2% zu erwarten, während das Angebot aus der Minenproduktion lediglich um 3,9% wachsen sollte. Jedwede Verzögerung bei der Inbetriebnahme neuer Minen würde deshalb den Markt in ein noch größeres Defizit führen.
Molybdenum, Volatile But Looking Firmer Going Forward
by stuart on October 4, 2010
If investor interest in nickel is anything to go by prospects for the metal’s little brother, molybdenum should be looking up next year. Admittedly part of the attraction for nickel is the tightening supply market but that is being driven by an increased demand for stainless this year over last. The same dynamic will be driving the molybdenum market. As usual with metals (and just about every other commodity) Asia demand last year rose as the rest of the world declined. Five percent up in China compared to a 9% decline globally according to a commodities-now.com report, but as consumption has begun to pick up in the rest of the world this year it has pushed even higher in China. Even though China prefers the chrome and lower nickel bearing stainless grades rather than the higher nickel/molybdenum grades, Chinese molybdenum consumption is expected to outstrip growth in the rest of the world, with an annual average rate of 9%pa for the next five years, compared to accumulated growth of 2%pa in the developed markets of Europe, the USA and Japan.
Contrary to common assumption, stainless steel is not the largest application for molybdenum, according to the LME who draws data from the International Molybdenum Association. Construction steel accounts for 35% of molybdenum used compared to 25% for stainless. China’s continuing demand can therefore be seen in light of the massive infrastructure and housing investments that have been going on and are likely to continue in that country well into the middle of this decade.
Even among stainless applications the drive to reduce carbon dioxide emissions from coal fired power stations will provide a boost in consumption for the higher grades of stainless where molybdenum is key. Such plants are required to run at higher temperatures needing more sophisticated alloys. The energy markets, whether for coal fired power stations, nuclear or oil and gas will drive specific demand for molybdenum bearing steels. A Rosskill report reviewing historic and future price trends agrees saying between August 2008 and March 2009, molybdenum prices, responding to the global economic downturn, fell from US$34/lb Mo to US$8/lb Mo. This followed a four-year period when supply limitations and growing demand, principally from low alloy and stainless steels, sustained an average price of US$30/lb Mo. Through 2010 and 2011, market volatility is likely to continue but thereafter consumer demand for molybdenum in steel for process and power plant, as well as in oil and gas projects, will keep the market tight. Rosskill goes on to say the availability of project finance will remain a problem for potential new producers outside China. The consequent under-investment in molybdenum projects in 2009 and 2010 will have consequences for supply as far ahead as 2015. Interestingly a statement by Dow Jones regarding Freeport-McMoRan’s intentions for their Climax resource echo those observations. Construction was suspended at Climax in October 2008 in response to market conditions but Freeport are still spending $60m to keep the project in a viable state to ramp up if prices remain sufficiently robust. At an annual capacity of 30m lbs, Climax is a major resource and Freeport’s approach should underline both that they see long term demand for molybdenum and that they are not about to flood the market with additional supply.
–Stuart Burns
Whilst one would expect producers predictions to err on the bullish side comments in Proactiveinvestor suggest there is widespread optimism that high end stainless and super alloys like Hastelloy and Inconel demand coupled with ongoing construction demand will see molybdenum usage increase in 2011 and beyond. Quoting Bloomberg the post says China Molybdenum Co estimates that Chinese consumption will increase 13% this year due to rising steel demand, with global demand to rise 7.3%. In the absence of major idled capacity coming back on stream and very little new mine development even being started prices have more upside than down going forward.
by stuart on October 4, 2010
If investor interest in nickel is anything to go by prospects for the metal’s little brother, molybdenum should be looking up next year. Admittedly part of the attraction for nickel is the tightening supply market but that is being driven by an increased demand for stainless this year over last. The same dynamic will be driving the molybdenum market. As usual with metals (and just about every other commodity) Asia demand last year rose as the rest of the world declined. Five percent up in China compared to a 9% decline globally according to a commodities-now.com report, but as consumption has begun to pick up in the rest of the world this year it has pushed even higher in China. Even though China prefers the chrome and lower nickel bearing stainless grades rather than the higher nickel/molybdenum grades, Chinese molybdenum consumption is expected to outstrip growth in the rest of the world, with an annual average rate of 9%pa for the next five years, compared to accumulated growth of 2%pa in the developed markets of Europe, the USA and Japan.
Contrary to common assumption, stainless steel is not the largest application for molybdenum, according to the LME who draws data from the International Molybdenum Association. Construction steel accounts for 35% of molybdenum used compared to 25% for stainless. China’s continuing demand can therefore be seen in light of the massive infrastructure and housing investments that have been going on and are likely to continue in that country well into the middle of this decade.
Even among stainless applications the drive to reduce carbon dioxide emissions from coal fired power stations will provide a boost in consumption for the higher grades of stainless where molybdenum is key. Such plants are required to run at higher temperatures needing more sophisticated alloys. The energy markets, whether for coal fired power stations, nuclear or oil and gas will drive specific demand for molybdenum bearing steels. A Rosskill report reviewing historic and future price trends agrees saying between August 2008 and March 2009, molybdenum prices, responding to the global economic downturn, fell from US$34/lb Mo to US$8/lb Mo. This followed a four-year period when supply limitations and growing demand, principally from low alloy and stainless steels, sustained an average price of US$30/lb Mo. Through 2010 and 2011, market volatility is likely to continue but thereafter consumer demand for molybdenum in steel for process and power plant, as well as in oil and gas projects, will keep the market tight. Rosskill goes on to say the availability of project finance will remain a problem for potential new producers outside China. The consequent under-investment in molybdenum projects in 2009 and 2010 will have consequences for supply as far ahead as 2015. Interestingly a statement by Dow Jones regarding Freeport-McMoRan’s intentions for their Climax resource echo those observations. Construction was suspended at Climax in October 2008 in response to market conditions but Freeport are still spending $60m to keep the project in a viable state to ramp up if prices remain sufficiently robust. At an annual capacity of 30m lbs, Climax is a major resource and Freeport’s approach should underline both that they see long term demand for molybdenum and that they are not about to flood the market with additional supply.
–Stuart Burns
Whilst one would expect producers predictions to err on the bullish side comments in Proactiveinvestor suggest there is widespread optimism that high end stainless and super alloys like Hastelloy and Inconel demand coupled with ongoing construction demand will see molybdenum usage increase in 2011 and beyond. Quoting Bloomberg the post says China Molybdenum Co estimates that Chinese consumption will increase 13% this year due to rising steel demand, with global demand to rise 7.3%. In the absence of major idled capacity coming back on stream and very little new mine development even being started prices have more upside than down going forward.
Antwort auf Beitrag Nr.: 40.236.080 von codiman am 29.09.10 22:22:40Gern geschehen! Wir sind hier ein Board! 
Antwort auf Beitrag Nr.: 40.236.036 von Kostolanys Erbe am 29.09.10 22:19:44Danke für die Info.
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