ASM Australian Strategic Materials - Chancen, Risiken, Perspektiven (Seite 35)
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Hunt for critical mineral processing partners to provide alternative to ChinaBy defence correspondent Andrew Greene 2 hrs agoComments|4Representatives from Australia's critical minerals sector have met with South Korea's President, Moon Jae-in, to discuss further collaboration between both nations. (ABC News: Emma Machan)© Provided by ABC Business Representatives from Australia's critical minerals sector have met with South Korea's President, Moon Jae-in, to discuss further collaboration between both nations. (ABC News: Emma Machan)You might not know neodymium or dysprosium — but they know you.These and other rare earth elements are our constant companions.They are essential to the modern world and can be found inside mobile phones, batteries and even cosmetics. And many of them are becoming ever-more vital to the clean energy economy. Advanced military equipment depends on them: F-35 Joint Strike Fighters need half a tonne of rare earth metals to get airborne, underscoring the strategic importance of supply.While Australia is rich in many critical minerals and their extraction is worth billions of dollars to the economy, China controls more than 90 per cent of processing, prompting the developed world to explore alternatives.The search for alternatives to China has been a key focus of this week's visit of the South Korean President, Moon Jae-in.That's because the refining of rare earth minerals is a hugely expensive process, which can be complicated by environmental concerns such as radioactive waste.Australian Strategical Materials (ASM), a rare earth miner based in New South Wales, is one company hoping to diversity its business with a new plant in South Korea to produce metals used in magnets. "We've found the Koreans, they have found their way to us, and at the end of the end of the day the relationship is top class. They have a focus on long-term, stable supply,” ASM chair Ian Gandel says.Australia supplies around 40 per cent of South Korea's critical mineral imports, those that are crucial for many of the components needed to drive the world's economies to net zero emissions by 2050.Earlier this year, both countries clinched a "low and zero emissions technology partnership" and this week signed an MOU on cooperation in the critical mineral supply chain.In Sydney, representatives from Australia's critical minerals sector met with the South Korean President to discuss further collaboration between both nations."We had an opportunity to talk to the President and put some of our challenges to him," said Joe Kaderavek, the chief executive of Cobalt Blue Holdings, a project based in Broken Hill."What I understood is happening at the moment is some of those questions are being addressed and, looking forward, in the next few months there'll be more policy rollout," Mr Kaderavek told the ABC after the meeting.In September, the Morrison government unveiled a $2 billion taxpayer-guaranteed loan facility to help the critical minerals industry develop more mines for producing lithium and rare earths. Senior federal government figures say that developing new supply chains for critical minerals with other "like-minded democracies" is crucial but concede financing new operations is a constant challenge.China's dominance of the critical minerals supply chain globally is a concern for Mr Gandel, but one he's remaining optimistic about. "China's recognised what needed to be done, they saw the future coming and they've tooled up to meet all of that production — the rest of the world has just been a little bit slower off the mark but it's got a long way to go," he said.Environmental concerns are also considered another key stumbling block for expanding the sector outside China, illustrated by last month's rejection by the Victorian government of a controversial mineral sands mine in the state's east. The United States is also working closely with Australia and, in February, the Pentagon signed a contract with Australian miner Lynas to process specialised minerals to make weapons and other goods.Last month in Singapore, Australia's Trade Minister Dan Tehan discussed critical minerals collaboration with US Secretary of Commerce Gina Raimondo, including how to build "resilient supply chains in the Indo-Pacific".Video: Andrew Forrest explores hydrogen hub in Hunter (Sky News Australia)
Hunt for critical mineral processing partners to provide alternative to ChinaBy defence correspondent Andrew Greene 2 hrs agoComments|4Representatives from Australia's critical minerals sector have met with South Korea's President, Moon Jae-in, to discuss further collaboration between both nations. (ABC News: Emma Machan)© Provided by ABC Business Representatives from Australia's critical minerals sector have met with South Korea's President, Moon Jae-in, to discuss further collaboration between both nations. (ABC News: Emma Machan)You might not know neodymium or dysprosium — but they know you.These and other rare earth elements are our constant companions.They are essential to the modern world and can be found inside mobile phones, batteries and even cosmetics. And many of them are becoming ever-more vital to the clean energy economy. Advanced military equipment depends on them: F-35 Joint Strike Fighters need half a tonne of rare earth metals to get airborne, underscoring the strategic importance of supply.While Australia is rich in many critical minerals and their extraction is worth billions of dollars to the economy, China controls more than 90 per cent of processing, prompting the developed world to explore alternatives.The search for alternatives to China has been a key focus of this week's visit of the South Korean President, Moon Jae-in.That's because the refining of rare earth minerals is a hugely expensive process, which can be complicated by environmental concerns such as radioactive waste.Australian Strategical Materials (ASM), a rare earth miner based in New South Wales, is one company hoping to diversity its business with a new plant in South Korea to produce metals used in magnets. "We've found the Koreans, they have found their way to us, and at the end of the end of the day the relationship is top class. They have a focus on long-term, stable supply,” ASM chair Ian Gandel says.Australia supplies around 40 per cent of South Korea's critical mineral imports, those that are crucial for many of the components needed to drive the world's economies to net zero emissions by 2050.Earlier this year, both countries clinched a "low and zero emissions technology partnership" and this week signed an MOU on cooperation in the critical mineral supply chain.In Sydney, representatives from Australia's critical minerals sector met with the South Korean President to discuss further collaboration between both nations."We had an opportunity to talk to the President and put some of our challenges to him," said Joe Kaderavek, the chief executive of Cobalt Blue Holdings, a project based in Broken Hill."What I understood is happening at the moment is some of those questions are being addressed and, looking forward, in the next few months there'll be more policy rollout," Mr Kaderavek told the ABC after the meeting.In September, the Morrison government unveiled a $2 billion taxpayer-guaranteed loan facility to help the critical minerals industry develop more mines for producing lithium and rare earths. Senior federal government figures say that developing new supply chains for critical minerals with other "like-minded democracies" is crucial but concede financing new operations is a constant challenge.China's dominance of the critical minerals supply chain globally is a concern for Mr Gandel, but one he's remaining optimistic about. "China's recognised what needed to be done, they saw the future coming and they've tooled up to meet all of that production — the rest of the world has just been a little bit slower off the mark but it's got a long way to go," he said.Environmental concerns are also considered another key stumbling block for expanding the sector outside China, illustrated by last month's rejection by the Victorian government of a controversial mineral sands mine in the state's east. The United States is also working closely with Australia and, in February, the Pentagon signed a contract with Australian miner Lynas to process specialised minerals to make weapons and other goods.Last month in Singapore, Australia's Trade Minister Dan Tehan discussed critical minerals collaboration with US Secretary of Commerce Gina Raimondo, including how to build "resilient supply chains in the Indo-Pacific".Video: Andrew Forrest explores hydrogen hub in Hunter (Sky News Australia)
So der Chairman von ASM und grösster Aktionär Ian Gandel, einer der reichen Australier durfte am Tisch mit dem koreanischen Präsidenten sitzen.
http://www.koreaherald.com/view.php?ud=20211214000764
http://www.koreaherald.com/view.php?ud=20211214000764
Heute wieder erstklassige Nachrichten. Südkoreas Industrie braucht die Vorprodukte von ASM. Aus diesem Grund vereinbaren beide Seiten ein Abkommen zur gegenseitigen Unterstützung. Südkorea sichert ASM den Zugriff auf die Vorräte an Rohstoffen des südkoreanischen zur Produktion zu.
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Ich hatte mich immer wieder gewundert und Zweifel gehabt, ob ich mit meinen Einschätzungen richtig liege, denn bis zuletzt war ASM aus unerfindlichen Gründen unter dem Radar der grossen Berichterstattung. Ab heute ist ASM auf den Radarschirmen angekommen. Ich bin gespannt, welche Effekte dies auf den Handel mit ASM Aktien haben wird, also Umsatzvolumen und natürlich Kursphantasie. DW spricht davon, dass Südkorea die Zeichen der Zeit früher erkannt hat als andere ( Anmerkung: z.B. Europa) und daher auch die First Mover Prämien abräumen wird. Vor langer langer Zeit galt das auch für Europa. Nun lassen wir uns die Butter vom Brot nehmen. Früher haben wir Deutschen im Ausland unsere Fabriken hingestellt, heute ist es umgekehrt, das Know How kommt von TSMC und Konsorten und wir verändern uns zur verlängerten Werkbank der Asiaten. Wer hat dann die Gewinne gemacht? Also kann ich nur raten, in den pazifischen Raum zu investieren, die Party in Europa ist längst zu Ende.
@Germane; Danke für das Teilen der Nachrichten! Du scheinst da frühzeitig den richtigen Riecher gehabt zu haben 👍
Super. Jetzt kommen die Nachrichten zum Staatsbesuch im Minutentakt mit zitaten von DW.
Mr Moon is expected to meet several key Australian executives on Tuesday, and companies such as Australian Strategic Materials, a NSW rare earth miner that is building a $US50 million ($70 million) plant in South Korea to produce metals used in magnets.
“We’re keen to play a part and meet the visiting President,” said David Woodall, managing director of ASM.
“The benefit for Australia is that we tend to look elsewhere in Asia for our trade, but there are significant opportunities to develop a really strong relationship with South Korea, one that’s based on what’s happened over the last 60 years,” he said in an interview on Sunday.
South Korea is not only Australia’s third largest export market, with $49 billion in two-way investment as of 2019, it is among the region’s industrial heavy-hitters eager to reduce their reliance on China’s raw material supply chains.
Liz Griffin, the executive director of the Australia-Korea Business Council, said Mr Moon’s visit would give South Korean companies the confidence to accelerate investment in Australia.
She said South Korean companies had committed to investing $500 million in Australian mining projects over the past two years and that was expected to increase in the near term.
“Due to the complementary nature of our economies, and close historical ties forged during the Korean War, our members believe that there is significant opportunity to move the relationship beyond just digging and shipping our resources into new and innovative areas,” Ms Griffin said.
“A visit by the President provides an impetus for us to examine and activate these opportunities.”
With an export market valued at $26 billion, there was still untapped potential, she said. Energy, critical minerals, food and agriculture, education, financial services and health and biotechnology were key areas for new opportunities.
The Australia-Korea Business Council will co-host a roundtable with the South Korean government on the supply of critical minerals on Tuesday.
“Korea needs reliable access to some of Australia’s critical minerals required to meet its ambition for national decarbonisation, industry transformation toward digitisation and to capitalise on its strong global reputation as a manufacturer of high-tech, high-quality, and high-volume products that are highly sought after in US and EU markets,” she said.
Mr Woodall, a former executive at Rio Tinto and Fortescue, said ASM’s supply of rare earth metals such as niobium, or battery minerals such as nickel, copper and lithium shipped by others, were “absolutely critical for South Korea.
“Their manufacturing sector is really based on new tech and development of new manufacturing capabilities as we progress to that net zero world that we’re all striving for,” he said.
“Korea is really in front of most other countries. It’s got a clear strategy of what it wants to achieve.”
ASM expects its critical metals plant in South Korea will begin producing more than 5000 tonnes by the end of next year.
“That’s where the technology was developed,” Mr Woodall said. “That’s where we’ve seen significant assistance and government support. So it made sense to build the first one there.
“Certainly, with the concentration of supply of these critical metals, the rest of the world, Europe, Australia, Korea, realise they need to diversify supply chains.
“That’s what the Australian government is talking about, and US President Joe Biden recognises this and is pushing forward. Europe too.
“The real thing that differentiates Korea is they had the first move. They started this back in 2018.”
Mr Moon is expected to meet several key Australian executives on Tuesday, and companies such as Australian Strategic Materials, a NSW rare earth miner that is building a $US50 million ($70 million) plant in South Korea to produce metals used in magnets.
“We’re keen to play a part and meet the visiting President,” said David Woodall, managing director of ASM.
“The benefit for Australia is that we tend to look elsewhere in Asia for our trade, but there are significant opportunities to develop a really strong relationship with South Korea, one that’s based on what’s happened over the last 60 years,” he said in an interview on Sunday.
South Korea is not only Australia’s third largest export market, with $49 billion in two-way investment as of 2019, it is among the region’s industrial heavy-hitters eager to reduce their reliance on China’s raw material supply chains.
Liz Griffin, the executive director of the Australia-Korea Business Council, said Mr Moon’s visit would give South Korean companies the confidence to accelerate investment in Australia.
She said South Korean companies had committed to investing $500 million in Australian mining projects over the past two years and that was expected to increase in the near term.
“Due to the complementary nature of our economies, and close historical ties forged during the Korean War, our members believe that there is significant opportunity to move the relationship beyond just digging and shipping our resources into new and innovative areas,” Ms Griffin said.
“A visit by the President provides an impetus for us to examine and activate these opportunities.”
With an export market valued at $26 billion, there was still untapped potential, she said. Energy, critical minerals, food and agriculture, education, financial services and health and biotechnology were key areas for new opportunities.
The Australia-Korea Business Council will co-host a roundtable with the South Korean government on the supply of critical minerals on Tuesday.
“Korea needs reliable access to some of Australia’s critical minerals required to meet its ambition for national decarbonisation, industry transformation toward digitisation and to capitalise on its strong global reputation as a manufacturer of high-tech, high-quality, and high-volume products that are highly sought after in US and EU markets,” she said.
Mr Woodall, a former executive at Rio Tinto and Fortescue, said ASM’s supply of rare earth metals such as niobium, or battery minerals such as nickel, copper and lithium shipped by others, were “absolutely critical for South Korea.
“Their manufacturing sector is really based on new tech and development of new manufacturing capabilities as we progress to that net zero world that we’re all striving for,” he said.
“Korea is really in front of most other countries. It’s got a clear strategy of what it wants to achieve.”
ASM expects its critical metals plant in South Korea will begin producing more than 5000 tonnes by the end of next year.
“That’s where the technology was developed,” Mr Woodall said. “That’s where we’ve seen significant assistance and government support. So it made sense to build the first one there.
“Certainly, with the concentration of supply of these critical metals, the rest of the world, Europe, Australia, Korea, realise they need to diversify supply chains.
“That’s what the Australian government is talking about, and US President Joe Biden recognises this and is pushing forward. Europe too.
“The real thing that differentiates Korea is they had the first move. They started this back in 2018.”
It will be the first time in 12 years for a South Korean president to pay a state visit to Australia.
South Korea and Australia mark the 60th anniversary of establishing diplomatic ties this year.
A senior presidential official said that Moon's visit to Australia is expected to help South Korea secure key mining products, such as rare earth and lithium, amid the pandemic-related disruption of global supply chains.
"The value of strategic cooperation with Australia is significant as demand for key mining products, such as lithium, cobalt, nickel and rare earth, are expected to jump," the official said on the condition of anonymity.
Australia also hopes that it will expand exports of key minerals to South Korea, the official said.
The two nations will upgrade their relations to a "comprehensive strategic relationship" in the wake of Moon's visit, the official said.
South Korea and Australia mark the 60th anniversary of establishing diplomatic ties this year.
A senior presidential official said that Moon's visit to Australia is expected to help South Korea secure key mining products, such as rare earth and lithium, amid the pandemic-related disruption of global supply chains.
"The value of strategic cooperation with Australia is significant as demand for key mining products, such as lithium, cobalt, nickel and rare earth, are expected to jump," the official said on the condition of anonymity.
Australia also hopes that it will expand exports of key minerals to South Korea, the official said.
The two nations will upgrade their relations to a "comprehensive strategic relationship" in the wake of Moon's visit, the official said.
Wenn ich den Artikel richtig lese, dann gehe ich davon aus, dass DW am Dienstag nachmittag stellvertretend für ASM und mit anderen Geschäftsleuten mit dem südkoreanischen Präsidenten zusammentreffen wird. Laut dem Artikel forcieren die USA die Kooperation der beiden Länder miteinander, um entsprechende Infrastrukturen im pazifischen Raum aufzubauen und zu etablieren. Und dabei könnte ASM eine zentrale Bedeutung zukommen. Da sich Südkoreaner und Japaner wiederum nicht grün sind, dürfte Lynas, die im wesentlichen auf japanische Finanzhilfen angewiesen sind, aussen vor bleiben.
https://www.smh.com.au/world/asia/china-looms-large-as-south…
https://www.smh.com.au/world/asia/china-looms-large-as-south…
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