European Lithium - (Re)Start einer Resource/Mine im Herzen Europas (Seite 4)
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Beitrag zu dieser Diskussion schreiben
FeedbackDer Stopp forever???
Wat nu…, san se dem Sage auf die Schliche gekommen und nun zieht er sein nächst-vorabgescheitertes Projekt noch in die Länge oder ham’s während der Stopp Phase am Amerikanischen Markt zu wenig dieser Schrott Papiere gekauft 🤔
Antwort auf Beitrag Nr.: 75.189.620 von michii1983 am 30.01.24 19:40:50
Die anderen Leute sind mir egal, nur die Explorermafia aus Australien, verdient gut an den naiven Deutschen, deshalb listet die Mafia hier in Deutschland.
Zitat von michii1983: @alessio19
Finde echt super, dass du hier weiterhin die Leute vor einem Investment bewahren möchtest.👍🏻👍🏻
Die anderen Leute sind mir egal, nur die Explorermafia aus Australien, verdient gut an den naiven Deutschen, deshalb listet die Mafia hier in Deutschland.
Bis 6.2 sind die Krank.?
Und der nächste TH.
Antwort auf Beitrag Nr.: 75.198.050 von alessio19 am 01.02.24 07:05:27Danke für den Hinweis.Man kann das auch freundlicher formulieren.
Trading Spotlight
https://urldefense.proofpoint.com/v2/url?u=https-3A__www.ein…
Schauen wir mal, ob es beim 09.02 bleibt.
Schauen wir mal, ob es beim 09.02 bleibt.
Von miningnews.net
Lithium market sending confusing
signals
Long-term fundamentals remain intact despite slew of negative news
Kristie Batten
01 February 2024
If recent headlines are to be believed, it's all doom and gloom in the lithium sector.
Prices fell by more than 80% last year and have continued to drop so far in 2024.
Days into the year, Core Lithium halted mining at its Finniss project in the Northern Territory and
paused an expansion.
Since then, financiers of developer Liontown Resources' Kathleen Valley project in Western Australia
pulled a A$760 million debt funding package due to the outlook for pricing.
Global giant Albemarle Corporation has also cut capital expenditure and sold its stake in Liontown to
conserve cash.
Even the world's largest and lowest-cost lithium mine, Greenbushes in WA, hasn't been immune to
the pricing rout. On Monday, part-owner IGO announced that after discussions with its joint venture
partners Albemarle and Tianqi Lithium, the JV had adjusted pricing mechanisms and reduced
guidance.
Pilbara Minerals managing director Dale Henderson this week praised the media for its creative
lithium and battery market headlines using terms like ‘gone flat' and ‘needs a recharge'.
"There's a bevy of fantastic headlines so a credit to the press for that," he laughed.
Henderson, speaking at the Benchmark Mineral Intelligence World Tour stop in Perth on Monday,
admitted it was a "confusing" time for the lithium market, likening it to a rollercoaster.
"There's a down-dip at the moment but directionally, it's very positive," he said.
‘Just getting started'
Benchmark principal consultant Terry Scarrott reminded delegates at this week's event that the
battery revolution was only just getting started.
Battery capacity was just 60 gigawatt hours in 2015 but exploded to 1115GWh in 2023.
Benchmark is tracking 408 gigafactories, of which 191 are active. Capacity is forecast to reach about
4000GWh by 2030.
"It's certainly not going to stop there," Scarrott said.
Battery demand is forecast to reach 8 terawatt hours by 2040.
Tesla is expanding its Nevada gigafactory to 140GWh, which alone would require 100,000-115,000
tonnes of lithium carbonate equivalent annually, representing about 18.1% of 2022 global supply.
"There is a gunfight on the horizon," Scarrott said.
"We're at a cliff edge in terms of raw material supply."
Benchmark forecasts US$54.5 billion will need to be invested in the upstream lithium market alone
by 2030 to meet demand.
Scarrott said the "theme of the decade" would be backwards integration, meaning more direct
investment in mines by carmakers.
"There's an element of catch-up with some of these [Western] these players - less so with Tesla," he
said.
Demand
Much has been written about slowing electric vehicle demand.
EV growth soared by 60% year-on-year in 2022 and by a further 34% last year.
Henderson said EV sales were forecast to rise by 24% in 2024.
"That's an incredible growth rate even it's somewhat tempered at this time," he said.
After EV demand growth of 446% between 2021 and 2023, Benchmark is forecasting further growth
of 213% between 2023 and 2030.
Benchmark principal analyst Dr Cameron Perks said lithium prices had declined due to lower-than-
expected demand.
Henderson said Pilbara's customers were unwavering, as evidenced by an expansion of its offtake
agreement with Ganfeng Lithium, announced last week.
"Our customers are looking through the short-term volatility," he said.
Supply
Benchmark had been forecasting a balanced lithium market this year.
Perks said the script had been flipped on supply in 2024 due to recent production cuts.
"We'll be entering a deficit period much sooner than what we forecast in the last quarter," he said.
Perks said new projects, including direct lithium extraction and clay, were required to meet longer
term demand but the deficits would be exacerbated by a lack of investment at current pricing
levels.
Pilbara already accounts for 7% of global supply.
"And we're only halfway up our development curve," Henderson.
Pilbara is currently investing more than A$500 million in expanding the capacity of its Pilgangoora
operation in WA to 1 million tonnes per annum of spodumene.
"In almost all scenarios, it makes good sense to carry on with the build-out," Henderson said.
He said Pilbara didn't have a specific price figure in mind that would make the company consider
pausing the expansion projects or moderating production.
He added that boosting production would lower unit costs which would improve margins at current
price levels.
Pilbara's average realised spodumene price for the December quarter was $1113/t, while its unit
operating costs were $416/t free-on-board or $523/t on a cost and freight basis.
If Henderson was worried about current prices, he certainly didn't show it.
"Who knows where pricing goes, but I like the idea of a perfect storm where pricing improves in
combination with the new capacity that we've built out," he said.
"Time will tell."
Lithium market sending confusing
signals
Long-term fundamentals remain intact despite slew of negative news
Kristie Batten
01 February 2024
If recent headlines are to be believed, it's all doom and gloom in the lithium sector.
Prices fell by more than 80% last year and have continued to drop so far in 2024.
Days into the year, Core Lithium halted mining at its Finniss project in the Northern Territory and
paused an expansion.
Since then, financiers of developer Liontown Resources' Kathleen Valley project in Western Australia
pulled a A$760 million debt funding package due to the outlook for pricing.
Global giant Albemarle Corporation has also cut capital expenditure and sold its stake in Liontown to
conserve cash.
Even the world's largest and lowest-cost lithium mine, Greenbushes in WA, hasn't been immune to
the pricing rout. On Monday, part-owner IGO announced that after discussions with its joint venture
partners Albemarle and Tianqi Lithium, the JV had adjusted pricing mechanisms and reduced
guidance.
Pilbara Minerals managing director Dale Henderson this week praised the media for its creative
lithium and battery market headlines using terms like ‘gone flat' and ‘needs a recharge'.
"There's a bevy of fantastic headlines so a credit to the press for that," he laughed.
Henderson, speaking at the Benchmark Mineral Intelligence World Tour stop in Perth on Monday,
admitted it was a "confusing" time for the lithium market, likening it to a rollercoaster.
"There's a down-dip at the moment but directionally, it's very positive," he said.
‘Just getting started'
Benchmark principal consultant Terry Scarrott reminded delegates at this week's event that the
battery revolution was only just getting started.
Battery capacity was just 60 gigawatt hours in 2015 but exploded to 1115GWh in 2023.
Benchmark is tracking 408 gigafactories, of which 191 are active. Capacity is forecast to reach about
4000GWh by 2030.
"It's certainly not going to stop there," Scarrott said.
Battery demand is forecast to reach 8 terawatt hours by 2040.
Tesla is expanding its Nevada gigafactory to 140GWh, which alone would require 100,000-115,000
tonnes of lithium carbonate equivalent annually, representing about 18.1% of 2022 global supply.
"There is a gunfight on the horizon," Scarrott said.
"We're at a cliff edge in terms of raw material supply."
Benchmark forecasts US$54.5 billion will need to be invested in the upstream lithium market alone
by 2030 to meet demand.
Scarrott said the "theme of the decade" would be backwards integration, meaning more direct
investment in mines by carmakers.
"There's an element of catch-up with some of these [Western] these players - less so with Tesla," he
said.
Demand
Much has been written about slowing electric vehicle demand.
EV growth soared by 60% year-on-year in 2022 and by a further 34% last year.
Henderson said EV sales were forecast to rise by 24% in 2024.
"That's an incredible growth rate even it's somewhat tempered at this time," he said.
After EV demand growth of 446% between 2021 and 2023, Benchmark is forecasting further growth
of 213% between 2023 and 2030.
Benchmark principal analyst Dr Cameron Perks said lithium prices had declined due to lower-than-
expected demand.
Henderson said Pilbara's customers were unwavering, as evidenced by an expansion of its offtake
agreement with Ganfeng Lithium, announced last week.
"Our customers are looking through the short-term volatility," he said.
Supply
Benchmark had been forecasting a balanced lithium market this year.
Perks said the script had been flipped on supply in 2024 due to recent production cuts.
"We'll be entering a deficit period much sooner than what we forecast in the last quarter," he said.
Perks said new projects, including direct lithium extraction and clay, were required to meet longer
term demand but the deficits would be exacerbated by a lack of investment at current pricing
levels.
Pilbara already accounts for 7% of global supply.
"And we're only halfway up our development curve," Henderson.
Pilbara is currently investing more than A$500 million in expanding the capacity of its Pilgangoora
operation in WA to 1 million tonnes per annum of spodumene.
"In almost all scenarios, it makes good sense to carry on with the build-out," Henderson said.
He said Pilbara didn't have a specific price figure in mind that would make the company consider
pausing the expansion projects or moderating production.
He added that boosting production would lower unit costs which would improve margins at current
price levels.
Pilbara's average realised spodumene price for the December quarter was $1113/t, while its unit
operating costs were $416/t free-on-board or $523/t on a cost and freight basis.
If Henderson was worried about current prices, he certainly didn't show it.
"Who knows where pricing goes, but I like the idea of a perfect storm where pricing improves in
combination with the new capacity that we've built out," he said.
"Time will tell."
Manchmal lässt mich das hier Sprachlos zurück.
Es gibt eine Webseite der ASX dort werden alle offiziellen Nachrichten der betreffenden Unternehmen veröffentlicht .
Man soll sich schon die Mühe machen diese zu lesen man investiert ja schließlich sein Geld in diese.
Gut ob nun jedesmal ein TH für die letzten Nachrichten Price Sensitive notwendig wahr sei einfach mal dahingestellt.
Ich denke mal die meisten hier von den German Boys können wahrscheinlich eh nicht die letzten Nachrichten und das Bedeutung hier mal zusammen fassen.
Oder generell wo es bei EL überhaupt geht.
Aber das macht ja den perfekten EL Investierten ja auch aus.
Es gibt eine Webseite der ASX dort werden alle offiziellen Nachrichten der betreffenden Unternehmen veröffentlicht .
Man soll sich schon die Mühe machen diese zu lesen man investiert ja schließlich sein Geld in diese.
Gut ob nun jedesmal ein TH für die letzten Nachrichten Price Sensitive notwendig wahr sei einfach mal dahingestellt.
Ich denke mal die meisten hier von den German Boys können wahrscheinlich eh nicht die letzten Nachrichten und das Bedeutung hier mal zusammen fassen.
Oder generell wo es bei EL überhaupt geht.
Aber das macht ja den perfekten EL Investierten ja auch aus.
undurchsichtig
gab es eigentlich irgendeine Begründung für den letzten trading halt? 
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European Lithium - (Re)Start einer Resource/Mine im Herzen Europas
