Kleines Subportfolio "Lithium" - Produzenten oder nahe Produktion (Seite 3)
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Antwort auf Beitrag Nr.: 64.719.616 von faultcode am 11.08.20 13:29:42so wird das nichts mit einer Preiserholung -- ich erwarte, daß sich der Li-Markt dem Dünger-Welt-Markt allmählich angleichen wird
=> die kleinen und mittleren Produzenten werden früher oder später unter die Räder kommen bei einer Commodity
...
One of the world’s largest lithium suppliers is producing at record levels because of optimism about long-term demand for the material used in electric vehicle batteries.
“Given the demand growth expectations in coming years, we feel comfortable with the higher level of inventories that are being built,” Soc. Quimica y Minera de Chile SA said after reporting second-quarter income beat the highest analyst estimates.
...
20.8.
Top Lithium Miner Boosts Output on Optimism About Long-Term Demand
https://www.bloomberg.com/news/articles/2020-08-20/top-lithi…
=> die kleinen und mittleren Produzenten werden früher oder später unter die Räder kommen bei einer Commodity
...
One of the world’s largest lithium suppliers is producing at record levels because of optimism about long-term demand for the material used in electric vehicle batteries.
“Given the demand growth expectations in coming years, we feel comfortable with the higher level of inventories that are being built,” Soc. Quimica y Minera de Chile SA said after reporting second-quarter income beat the highest analyst estimates.
...
20.8.
Top Lithium Miner Boosts Output on Optimism About Long-Term Demand
https://www.bloomberg.com/news/articles/2020-08-20/top-lithi…
Antwort auf Beitrag Nr.: 62.582.359 von faultcode am 04.02.20 19:47:26...
The electric vehicle industry must pay more for lithium in order to spur investment and prevent future supply crunches of the battery metal, the chief executive of lithium producer Livent Corp <LTHM.N> said on Friday.
Demand for EVs is expected to surge in coming years, spurred in part by government mandates, rising concern about climate change and other factors.
But the coronavirus pandemic has paused that trend, causing a short-term oversupply of lithium, pushing down prices more than 10% this year and forcing producers of the white metal to halt expansion projects.
Sensing an opportunity to pay less, the EV industry has pushed to renegotiate supply agreements while at the same time demanding higher production later this decade, a dissonance that Livent CEO Paul Graves labeled "voodoo economics."
"If you don't have a rational conversation with me about what the (lithium) price needs to be for me to invest, then I don't invest," Graves told Reuters.
Livent has, for example, halted a multiyear expansion project in Argentina. Restarting construction there would take at least six months due to regulations and other factors, and it would be several years before any new production came online, Graves said.
Livent and rival Albemarle Corp <ALB.N>, which has also delayed expansions, reported sharp drops in sales earlier this week.
"If every EV company took their 2023 plans and went to the lithium market today, they'd probably only get about 15% of their needed supply of lithium," he said.
Historically, battery makers like Panasonic Corp <6752.T> have contracted with lithium producers, though automakers are mulling deals.
While lithium prices are low today, longer-term contracts should be signed at higher prices in order to incentivize the industry to build new mines, Graves said.
"Otherwise, when this does turn, and it will, this will flip the other way and lithium producers will demand higher prices," he said.
7.8.
Livent CEO to EV industry: sign better deals or risk lithium supply
https://finance.yahoo.com/news/livent-ceo-ev-industry-sign-1…
The electric vehicle industry must pay more for lithium in order to spur investment and prevent future supply crunches of the battery metal, the chief executive of lithium producer Livent Corp <LTHM.N> said on Friday.
Demand for EVs is expected to surge in coming years, spurred in part by government mandates, rising concern about climate change and other factors.
But the coronavirus pandemic has paused that trend, causing a short-term oversupply of lithium, pushing down prices more than 10% this year and forcing producers of the white metal to halt expansion projects.
Sensing an opportunity to pay less, the EV industry has pushed to renegotiate supply agreements while at the same time demanding higher production later this decade, a dissonance that Livent CEO Paul Graves labeled "voodoo economics."
"If you don't have a rational conversation with me about what the (lithium) price needs to be for me to invest, then I don't invest," Graves told Reuters.
Livent has, for example, halted a multiyear expansion project in Argentina. Restarting construction there would take at least six months due to regulations and other factors, and it would be several years before any new production came online, Graves said.
Livent and rival Albemarle Corp <ALB.N>, which has also delayed expansions, reported sharp drops in sales earlier this week.
"If every EV company took their 2023 plans and went to the lithium market today, they'd probably only get about 15% of their needed supply of lithium," he said.
Historically, battery makers like Panasonic Corp <6752.T> have contracted with lithium producers, though automakers are mulling deals.
While lithium prices are low today, longer-term contracts should be signed at higher prices in order to incentivize the industry to build new mines, Graves said.
"Otherwise, when this does turn, and it will, this will flip the other way and lithium producers will demand higher prices," he said.
7.8.
Livent CEO to EV industry: sign better deals or risk lithium supply
https://finance.yahoo.com/news/livent-ceo-ev-industry-sign-1…
Antwort auf Beitrag Nr.: 58.171.652 von faultcode am 09.07.18 19:04:56
--> nach Erholung raus mit dem Müll im fortgesetzten Li-Bärenmarkt:
=> wo bleibt die Schlumberger Technologies-"Pilotanlage"
Schlumberger hat ganz andere Probleme z.Z....
Zitat von faultcode: ...=> demnach:
• Pure Energy Minerals als der erste "echte" Loserwert in diesem Subportfolio bleibt vorerst genauso wie (zu teuer) gekauft
--> nach Erholung raus mit dem Müll im fortgesetzten Li-Bärenmarkt:
=> wo bleibt die Schlumberger Technologies-"Pilotanlage"
Schlumberger hat ganz andere Probleme z.Z....
Antwort auf Beitrag Nr.: 63.845.987 von faultcode am 29.05.20 17:42:06die weiteren Preisaussichten bei Li: düster
=> zu wenig Nachfrage, zu hohes Angebot
=> zu wenig Nachfrage, zu hohes Angebot
KV = Kannste vergessen in Deutschland
13.6.
Kampf um Lithium
Die deutsche Autobranche will stärker auf Elektroantriebe setzen. Die wichtigste Zutat für die Akkus will eine Firma bald auch am Oberrhein fördern. Doch vor Ort wächst der Widerstand.
https://www.spiegel.de/wirtschaft/unternehmen/treibstoff-fue…
...
Für die beiden in der Ortenau geplanten Kraftwerke wird Vulcan nach Einschätzung von Analysten bis in drei Jahren mehr als 300 Millionen Euro Kapital sammeln müssen, hinzu kommt zusätzlich eine ähnlich hohe Summe für die Lithiumgewinnung an sich. Ingenieur Kreuter sucht noch nach Investoren.
...
Da ist auch BGR-Geologe Schmidt vorsichtiger. "Theoretisch ist so etwas möglich. Aber eine fundierte Beantwortung dieser Frage erfordert weitergehende wissenschaftliche Untersuchungen." Und auch Schmidt weiß: "Wir haben in Deutschland keinen Bergbau mehr wie noch vor 40 Jahren, somit könnte die Akzeptanz eine andere sein als etwa in Ländern, in denen Bergbau einen maßgeblichen Wirtschaftszweig darstellt."
a/ niemand wird dem Herrn ein Ini-CAPEX von EUR300M geben. Nicht für ein Projekt in Deutschland
b/ richtig! Erst noch ein paar "wissenschaftliche Untersuchungen". Das schafft schließlich auch Arbeitsplätze auf Steuerzahlerkosten
c/ und ansonsten gilt in Deutschland allgemein:
• wie nehmen nur die angenehmen Seiten von "Umweltschutz" an, die unangenehmen sollen bitteschön die anderen übernehmen.
Zum Beispiel die Leute in Südamerika.
Wäre ja noch schöner
13.6.
Kampf um Lithium
Die deutsche Autobranche will stärker auf Elektroantriebe setzen. Die wichtigste Zutat für die Akkus will eine Firma bald auch am Oberrhein fördern. Doch vor Ort wächst der Widerstand.
https://www.spiegel.de/wirtschaft/unternehmen/treibstoff-fue…
...
Für die beiden in der Ortenau geplanten Kraftwerke wird Vulcan nach Einschätzung von Analysten bis in drei Jahren mehr als 300 Millionen Euro Kapital sammeln müssen, hinzu kommt zusätzlich eine ähnlich hohe Summe für die Lithiumgewinnung an sich. Ingenieur Kreuter sucht noch nach Investoren.
...
Da ist auch BGR-Geologe Schmidt vorsichtiger. "Theoretisch ist so etwas möglich. Aber eine fundierte Beantwortung dieser Frage erfordert weitergehende wissenschaftliche Untersuchungen." Und auch Schmidt weiß: "Wir haben in Deutschland keinen Bergbau mehr wie noch vor 40 Jahren, somit könnte die Akzeptanz eine andere sein als etwa in Ländern, in denen Bergbau einen maßgeblichen Wirtschaftszweig darstellt."
a/ niemand wird dem Herrn ein Ini-CAPEX von EUR300M geben. Nicht für ein Projekt in Deutschland
b/ richtig! Erst noch ein paar "wissenschaftliche Untersuchungen". Das schafft schließlich auch Arbeitsplätze auf Steuerzahlerkosten
c/ und ansonsten gilt in Deutschland allgemein:
• wie nehmen nur die angenehmen Seiten von "Umweltschutz" an, die unangenehmen sollen bitteschön die anderen übernehmen.
Zum Beispiel die Leute in Südamerika.
Wäre ja noch schöner
Trading Spotlight
Antwort auf Beitrag Nr.: 62.502.092 von faultcode am 27.01.20 20:29:49trübe Aussichten bei Lithium:
Lithium Carbonate scheint besonders unter Druck zu sein:
http://www.asianmetal.com/LithiumPrice/Lithium.html
Lithium Carbonate scheint besonders unter Druck zu sein:
http://www.asianmetal.com/LithiumPrice/Lithium.html
Antwort auf Beitrag Nr.: 59.886.799 von faultcode am 15.02.19 19:24:4518.2.
Orocobre Agrees to Acquire Advantage Lithium Corp.
https://www.wallstreet-online.de/nachricht/12179935-orocobre…
...
Orocobre Limited (ASX: ORE, TSX: ORL) (Orocobre or the Company) is pleased to announce that it has entered into a definitive agreement (the Agreement) pursuant to which Orocobre will acquire 100% of the issued and outstanding shares of Advantage Lithium Corp. (Advantage) (TSX Venture: AAL) (OTCQX: AVLIF) that it does not already own.
This transaction (the Transaction) will allow Orocobre to continue to develop the Olaroz/Cauchari basin in a cost-effective manner that will optimise extraction of the resource to the benefit of shareholders, local communities, the Provincial and National governments of Argentina, and other stakeholders.
Orocobre shareholders will gain exposure to the 4.8 million tonnes (Mt) of Measured and Indicated Resources and 1.5 Mt of Inferred Resources (expressed as lithium carbonate equivalent) at Cauchari developed by the Advantage and Orocobre joint venture as detailed in the Orocobre ASX Release dated 7 March 2019.
The Transaction further consolidates Orocobre’s leading position within the region as a low-cost producer of lithium chemicals. Orocobre will also acquire Advantage’s exploration properties including those at Antofalla and Incahuasi. Integration of Cauchari with Olaroz enables Orocobre to deliver optimal basin management and maximises the long term productive capacity of the Olaroz/Cauchari basin. The development of Cauchari will be considered within future plans for the Olaroz Lithium Facility. The Transaction does not trigger any need for additional financing for the ongoing development of the Olaroz and Cauchari basins currently being undertaken by Orocobre and its joint venture partners.
...
Advantage Lithium zuletzt:
--> was noch da ist an Qualität, aber zu klein und damit idR zu wenig Kapital, wird nun übernommen; der Rest muss schauen, wo er bei Lithium bleibt
Orocobre Agrees to Acquire Advantage Lithium Corp.
https://www.wallstreet-online.de/nachricht/12179935-orocobre…
...
Orocobre Limited (ASX: ORE, TSX: ORL) (Orocobre or the Company) is pleased to announce that it has entered into a definitive agreement (the Agreement) pursuant to which Orocobre will acquire 100% of the issued and outstanding shares of Advantage Lithium Corp. (Advantage) (TSX Venture: AAL) (OTCQX: AVLIF) that it does not already own.
This transaction (the Transaction) will allow Orocobre to continue to develop the Olaroz/Cauchari basin in a cost-effective manner that will optimise extraction of the resource to the benefit of shareholders, local communities, the Provincial and National governments of Argentina, and other stakeholders.
Orocobre shareholders will gain exposure to the 4.8 million tonnes (Mt) of Measured and Indicated Resources and 1.5 Mt of Inferred Resources (expressed as lithium carbonate equivalent) at Cauchari developed by the Advantage and Orocobre joint venture as detailed in the Orocobre ASX Release dated 7 March 2019.
The Transaction further consolidates Orocobre’s leading position within the region as a low-cost producer of lithium chemicals. Orocobre will also acquire Advantage’s exploration properties including those at Antofalla and Incahuasi. Integration of Cauchari with Olaroz enables Orocobre to deliver optimal basin management and maximises the long term productive capacity of the Olaroz/Cauchari basin. The development of Cauchari will be considered within future plans for the Olaroz Lithium Facility. The Transaction does not trigger any need for additional financing for the ongoing development of the Olaroz and Cauchari basins currently being undertaken by Orocobre and its joint venture partners.
...
Advantage Lithium zuletzt:
--> was noch da ist an Qualität, aber zu klein und damit idR zu wenig Kapital, wird nun übernommen; der Rest muss schauen, wo er bei Lithium bleibt
Antwort auf Beitrag Nr.: 62.340.410 von faultcode am 10.01.20 18:06:554.2.
Lithium stocks soar alongside Tesla on EV optimism
...
Livent lifts to its highest levels since May on heavy volume, as lithium industry stocks rise in tandem with the recent surge in electric vehicle maker Tesla and a strong move today from Chinese EV-maker Nio.
Livent spoke at length during its Q3 earnings call in November about the relationship between the development of the global EV market and demand for lithium hydroxide, and noted that it intended to prioritize the buildup of hydroxide inventory in Q4 to meet customer demand.
...
https://seekingalpha.com/news/3538012-lithium-stocks-soar-al…
Lithium stocks soar alongside Tesla on EV optimism
...
Livent lifts to its highest levels since May on heavy volume, as lithium industry stocks rise in tandem with the recent surge in electric vehicle maker Tesla and a strong move today from Chinese EV-maker Nio.
Livent spoke at length during its Q3 earnings call in November about the relationship between the development of the global EV market and demand for lithium hydroxide, and noted that it intended to prioritize the buildup of hydroxide inventory in Q4 to meet customer demand.
...
https://seekingalpha.com/news/3538012-lithium-stocks-soar-al…
Antwort auf Beitrag Nr.: 62.502.020 von faultcode am 27.01.20 20:21:46Schweinezyklus
--> aber wie das halt so ist; genau wenn die Kapazitätsbeschränkungen eintrudeln, steigen auch schon wieder die Preise
https://tradingeconomics.com/commodity/lithium
--> aber wie das halt so ist; genau wenn die Kapazitätsbeschränkungen eintrudeln, steigen auch schon wieder die Preise
https://tradingeconomics.com/commodity/lithium
24.1.
Wesfarmer stalls A$600 million lithium project
https://www.kitco.com/news/2020-01-24/Wesfarmer-stalls-A-600…
Bending to the poor lithium market fundamentals, Wesfamer said Thursday it is suspending development of its Mt Holland lithium project until next year.
The lithium market has been upset by low prices. This week the other Australian lithium producer, Galaxy Resources, cut production 60%.
Wesfarmers has a definitive feasibility study for Mt Holland. The company said it will now take its time to optimize the project: reducing capital costs, upgrading road and utility infrastructure and ensuring lithium it eventually produces has right chemistry for its customers.
Wesfarmers said it will make a final investment decision in 2021.
In a corporate presentation from 2019, Wesfarmers pegged the price to develop the project at A$600 million (US$409 million). The Mt Holland lithium project is a 50:50 joint venture with SQM.
Last year, Wesfarmers acquired the Mt. Holland stake from Kidman Resources for A$776 million (US$529 million).
Wesfarmer stalls A$600 million lithium project
https://www.kitco.com/news/2020-01-24/Wesfarmer-stalls-A-600…
Bending to the poor lithium market fundamentals, Wesfamer said Thursday it is suspending development of its Mt Holland lithium project until next year.
The lithium market has been upset by low prices. This week the other Australian lithium producer, Galaxy Resources, cut production 60%.
Wesfarmers has a definitive feasibility study for Mt Holland. The company said it will now take its time to optimize the project: reducing capital costs, upgrading road and utility infrastructure and ensuring lithium it eventually produces has right chemistry for its customers.
Wesfarmers said it will make a final investment decision in 2021.
In a corporate presentation from 2019, Wesfarmers pegged the price to develop the project at A$600 million (US$409 million). The Mt Holland lithium project is a 50:50 joint venture with SQM.
Last year, Wesfarmers acquired the Mt. Holland stake from Kidman Resources for A$776 million (US$529 million).
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