Lithium, Graphit & Co das Batteriemetall Forum, News, Fakten und möglichen Auswirkungen (Seite 59)
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FeedbackTrendwende setzt sich fort......
DYOR D
https://vision-mobility.de/news/chile-verstaatlicht-lithiumi…
Kein Lithium = keine Batterien = keine EVs.
Es gibt zwar Bemühungen, eine billigere und leichter verfügbare Alternative als Lithium für Elektrofahrzeug-Batterien zur Marktreife zu bringen. Die Automobilindustrie wird aber noch viele Jahre lang auf Lithium für ihre Batterien angewiesen sein. Und weitere Rohstoff-Verteilungskämpfe drohen.
Kein Lithium = keine Batterien = keine EVs.
Es gibt zwar Bemühungen, eine billigere und leichter verfügbare Alternative als Lithium für Elektrofahrzeug-Batterien zur Marktreife zu bringen. Die Automobilindustrie wird aber noch viele Jahre lang auf Lithium für ihre Batterien angewiesen sein. Und weitere Rohstoff-Verteilungskämpfe drohen.
Stellantis sichert sich größere Mengen Nickel und Kobalt
https://www.elektroauto-news.net/news/stellantis-alliance-ni…
https://www.elektroauto-news.net/news/stellantis-alliance-ni…
Wie und wann wohl die "Ampel" reagiert...?
BDI warnt vor Rohstoff-Protektionismus bei Lithium und Nickel
Berlin, 28. Apr (Reuters) - Die Industrie warnt davor, dass rohstoffreiche Länder zunehmend die Ausfuhr wichtiger Stoffe wie Lithium oder Nickel begrenzen. "Es gibt einen Trend in rohstoffreichen Schwellenländern, für mehr Wertschöpfung im eigenen Land zu sorgen", sagte Matthias Wachter, Abteilungsleiter Rohstoffe beim Bundesverband der Deutschen Industrie (BDI) am Freitag der Nachrichtenagentur Reuters. Er verwies zum einen auf den Plan in Chile, die Lithiumindustrie zumindest teilweise zu verstaatlichen. Indonesien wiederum schränke den Export von Nickel immer weiter ein. Beides sind Länder, die auch Deutschland als Alternative zu autoritär regierten rohstoffreichen Staaten umwirbt.
...
https://www.msn.com/de-de/finanzen/top-stories/bdi-warnt-vor…
BDI warnt vor Rohstoff-Protektionismus bei Lithium und Nickel
Berlin, 28. Apr (Reuters) - Die Industrie warnt davor, dass rohstoffreiche Länder zunehmend die Ausfuhr wichtiger Stoffe wie Lithium oder Nickel begrenzen. "Es gibt einen Trend in rohstoffreichen Schwellenländern, für mehr Wertschöpfung im eigenen Land zu sorgen", sagte Matthias Wachter, Abteilungsleiter Rohstoffe beim Bundesverband der Deutschen Industrie (BDI) am Freitag der Nachrichtenagentur Reuters. Er verwies zum einen auf den Plan in Chile, die Lithiumindustrie zumindest teilweise zu verstaatlichen. Indonesien wiederum schränke den Export von Nickel immer weiter ein. Beides sind Länder, die auch Deutschland als Alternative zu autoritär regierten rohstoffreichen Staaten umwirbt.
...
https://www.msn.com/de-de/finanzen/top-stories/bdi-warnt-vor…
So "nebenbei" sichert sich Rio etwas Scandium....
Zitat von Oginvest: MELBOURNE, Australia, April 27, 2023--(BUSINESS WIRE)--Rio Tinto has entered into a binding agreement to acquire the Platina Scandium Project, a high-grade scandium resource in New South Wales, from Platina Resources Limited (ASX: PGM) for $14 million.
The project, near Condobolin in central New South Wales, comprises a long life, high-grade scalable resource that could produce up to 40 tonnes per annum of scandium oxide, for an estimated period of 30 years.
Rio Tinto currently produces scandium oxide from titanium dioxide production waste streams at Sorel-Tracy in Quebec. Once operational, the Platina Scandium Project would enable Rio Tinto to more than double its annual scandium production.
...
https://finance.yahoo.com/news/rio-tinto-acquires-high-grade…
Trading Spotlight
Letzter Absatz - wie sieht es wohl prozentual in der EU aus?
New EV charging grouping aims to double UK network in 2023
New EV charging grouping aims to double UK network in 2023
Zitat von Oginvest: LONDON (Reuters) - An industry group of nearly 20 electric vehicle (EV) charger companies said they aim to double the size of Britain's charging network this year with tens of thousands of new chargers, as the government tries to wean people off combustion engines.
ChargeUK's members have cumulatively announced plans to invest more than 6 billion pounds ($7.5 billion) installing and operating new EV charging infrastructure by 2030.
...
The new group announced on Friday includes ChargePoint, one of the world's largest EV charging networks, and the EV charging units of Shell and BP.
Other members of ChargeUK include Ionity, which is backed by Volkswagen, BMW and Ford, and British charging company Pod Point.
....
European and U.S. cities planning to phase out combustion engines over the next decade or so first need to plug a huge charging gap for tens of millions of residents.
Government figures show that around 40% of Britain's 33 million cars park on the street, while around 40% of Americans do not live in single-family homes with garages which means they need access to public chargers.
https://uk.news.yahoo.com/ev-charging-grouping-aims-double-2…
"Chileanisation" wird sich wohl "global" ausweiten...
Chile uses an old copper template for new lithium plan: Andy Home
LONDON — Chile’s assertion of state control over its lithium industry has sent shock waves through the new energy metals sector.
The country’s two big lithium producers, SQM and Albemarle, have seen their share prices fall on the prospect of having to relinquish majority control of their operations or risk losing their licenses once they expire in 2030 and 2043 respectively.
Shares in companies such as Pilbara Minerals, Australia’s biggest lithium producer, have risen on the premise of slower investment and project growth in Chile, which hosts the world’s largest deposits of the battery metal.
Chile has been here before.
The country nationalized its copper sector in 1971, provoking international outrage, particularly in the United States.
President Gabriel Boric’s lithium “nationalization” is a more benign version, using an even earlier copper model.
Moreover, Chile is far from the only country seeking to channel the new energy metals boom.
THE COPPER MODEL – GOOD AND BAD
If President Boric’s lithium policy is an echo of past copper policy, the comparison is with the “Chileanisation” program of the Eduardo Frei Montalva administration in the late 1960s.
Frei embarked on a creeping nationalization, buying 51% stakes in existing copper mines and projects and wrapping them into the Copper Office, renamed in 1966 as the Corporacion Nacional de Cobre (Codelco).
Article content
All the U.S. companies that then controlled Chile’s copper production negotiated a reduction of their holdings. Kennecott Copper led the way, selling in 1967 a 51% stake in the El Teniente mine with the proceeds reinvested in an expansion program.
The “win-win” state-private balancing act was upset in 1971 when President Salvador Allende won Chilean elections on a platform of speeding up the process.
The hard nationalization that followed saw U.S. copper companies stripped of their shares for minimal compensation after the government offset book value with previous “excess profits.”
There was legal blowback, including court seizures of physical copper cargoes, and economic and political blowback from the United States.
Chile’s copper grab was part of a broader trend of developing countries taking state control of their mineral riches. Zambia, the world’s second largest copper producer at the time, did exactly the same three years later in 1974.
LITHIUM PLAY
Codelco is still owned by the Chilean government and now the world’s largest copper producer.
Even the neo-liberals of the Augusto Pinochet regime kept the national jewel in the crown as they opened the rest of the country’s’ copper sector up to the private sector.
Indeed, it was only in 2019 that Chile formally revoked the law requiring 10% of Codelco’s export sales be directed to the military, although technocrats had long since replaced generals on the company’s board.
....
>> https://financialpost.com/pmn/business-pmn/chile-uses-an-old…
Chile uses an old copper template for new lithium plan: Andy Home
LONDON — Chile’s assertion of state control over its lithium industry has sent shock waves through the new energy metals sector.
The country’s two big lithium producers, SQM and Albemarle, have seen their share prices fall on the prospect of having to relinquish majority control of their operations or risk losing their licenses once they expire in 2030 and 2043 respectively.
Shares in companies such as Pilbara Minerals, Australia’s biggest lithium producer, have risen on the premise of slower investment and project growth in Chile, which hosts the world’s largest deposits of the battery metal.
Chile has been here before.
The country nationalized its copper sector in 1971, provoking international outrage, particularly in the United States.
President Gabriel Boric’s lithium “nationalization” is a more benign version, using an even earlier copper model.
Moreover, Chile is far from the only country seeking to channel the new energy metals boom.
THE COPPER MODEL – GOOD AND BAD
If President Boric’s lithium policy is an echo of past copper policy, the comparison is with the “Chileanisation” program of the Eduardo Frei Montalva administration in the late 1960s.
Frei embarked on a creeping nationalization, buying 51% stakes in existing copper mines and projects and wrapping them into the Copper Office, renamed in 1966 as the Corporacion Nacional de Cobre (Codelco).
Article content
All the U.S. companies that then controlled Chile’s copper production negotiated a reduction of their holdings. Kennecott Copper led the way, selling in 1967 a 51% stake in the El Teniente mine with the proceeds reinvested in an expansion program.
The “win-win” state-private balancing act was upset in 1971 when President Salvador Allende won Chilean elections on a platform of speeding up the process.
The hard nationalization that followed saw U.S. copper companies stripped of their shares for minimal compensation after the government offset book value with previous “excess profits.”
There was legal blowback, including court seizures of physical copper cargoes, and economic and political blowback from the United States.
Chile’s copper grab was part of a broader trend of developing countries taking state control of their mineral riches. Zambia, the world’s second largest copper producer at the time, did exactly the same three years later in 1974.
LITHIUM PLAY
Codelco is still owned by the Chilean government and now the world’s largest copper producer.
Even the neo-liberals of the Augusto Pinochet regime kept the national jewel in the crown as they opened the rest of the country’s’ copper sector up to the private sector.
Indeed, it was only in 2019 that Chile formally revoked the law requiring 10% of Codelco’s export sales be directed to the military, although technocrats had long since replaced generals on the company’s board.
....
>> https://financialpost.com/pmn/business-pmn/chile-uses-an-old…
Boom....das passt Perfekt
Chile will auf wasserschonendes DLE-Verfahren setzen!Auch im Abbau von Lithium werden die Zügel angezogen. Die chilenische Regierung plant, umweltschonendere Verfahren zu bevorzugen. Dies kommt nicht nur den Vorstellungen der EU-Anforderungen näher, sondern gibt auch bestimmten Lithiumfirmen Rückenwind!
https://www.wallstreet-online.de/nachricht/16863350-dr-reute…
DYOR D
Antwort auf Beitrag Nr.: 73.753.121 von Dicker69 am 28.04.23 14:00:05Quelle: https://twitter.com/Berlinergy/status/1650381873749676032/ph…
DYOR D
DYOR D
Antwort auf Beitrag Nr.: 73.747.877 von Oginvest am 27.04.23 21:02:43
Lithium-Verstaatlichung wirft ein Licht auf aufstrebende Technologien
Neue staatliche Comp. daran arbeiten, die Umweltauswirkungen von Lithiumprodukten zu verringern. durch Abkehr von Verdunstungsteichen, die traditionell zur Entfernung des Metalls aus Sole verwendet werden, zugunsten der direkten Lithiumextraktion (DLE)
https://twitter.com/Berlinergy/status/1650381873749676032/ph…
DYOR Dicker
Player mit DLE Verfahren werden die Nutznießer sein
Lithium-Verstaatlichung wirft ein Licht auf aufstrebende Technologien
Neue staatliche Comp. daran arbeiten, die Umweltauswirkungen von Lithiumprodukten zu verringern. durch Abkehr von Verdunstungsteichen, die traditionell zur Entfernung des Metalls aus Sole verwendet werden, zugunsten der direkten Lithiumextraktion (DLE)
https://twitter.com/Berlinergy/status/1650381873749676032/ph…
DYOR Dicker
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