vor ausbruch?
| eröffnet am: | 02.09.15 18:55 von: | Börsenaufsichtsorgan |
| neuester Beitrag: | 16.04.26 11:48 von: | Toni Maroni11 |
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7133 Postings ausgeblendet.
30.01.26 11:44
#7139
AustraliaPower
@Wieder Fake-News..??
Das Energieministerium erklärte gegenüber Reuters nach Veröffentlichung des Artikels, dieser sei „falsch und stütze sich auf ungenannte Quellen, die entweder falsch informiert oder absichtlich irreführend seien“.
https://www.reuters.com/world/asia-pacific/...sources-say-2026-01-28/
https://www.reuters.com/world/asia-pacific/...sources-say-2026-01-28/
10.02.26 12:08
#7140
AustraliaPower
@ASX-News...
https://hotcopper.com.au/threads/...ke-agreement-with-canmax.9011977/
Wie schon erwähnt...I Love You..PLS...
Wie schon erwähnt...I Love You..PLS...
25.02.26 13:54
#7141
Coolhawk
Na, die 3 Euro sind wieder in Reichweite.
Mal sehen ob wir dieses mal drüber hüpfen.
Einige Punkte sind ja Positiv zu bewerten. Wir haben ein neues Abkommen zur Abnahme unseres Lithiums, besonders dabei, wir haben einen Tiefstpreis von 1000$ festgezurrt, was bemerkenswert ist. Das gibt Sicherheit, zumindest für die Abnahmemenge.
Desweiteren startet das zweite Werk wieder, hochfahren dauert 4-5 Monate aber dann gibt es 5ok t zusätzlich.
Preise sind gestern für Lithium nach den Neujahrsfeierlichkeiten in China erneut robust gestiegen.
Ganz ohne Sorge bin ich trotzdem nicht. Das zurückrudern der EU in Sachen Verbrennern ist ein kleiner Dämpfer, ebenso das Über-Bord-Werfen der Klimaschutzregeln in den USA. Das nimmt defenitiv den Druck bei den EV etwas raus, was aber glaube ich derzeit mehr als kompenziert wird durch den Ausbau von Batteriespeichern, die für Rechenzentren oder auch allgemein wegen des grünen Stromes benötigt werden.
Ich denke, dieses mal geht es über die 3 Euro drüber, meine Hoffnung, ist weiterhin die 4 Euro...mal sehen.
Einige Punkte sind ja Positiv zu bewerten. Wir haben ein neues Abkommen zur Abnahme unseres Lithiums, besonders dabei, wir haben einen Tiefstpreis von 1000$ festgezurrt, was bemerkenswert ist. Das gibt Sicherheit, zumindest für die Abnahmemenge.
Desweiteren startet das zweite Werk wieder, hochfahren dauert 4-5 Monate aber dann gibt es 5ok t zusätzlich.
Preise sind gestern für Lithium nach den Neujahrsfeierlichkeiten in China erneut robust gestiegen.
Ganz ohne Sorge bin ich trotzdem nicht. Das zurückrudern der EU in Sachen Verbrennern ist ein kleiner Dämpfer, ebenso das Über-Bord-Werfen der Klimaschutzregeln in den USA. Das nimmt defenitiv den Druck bei den EV etwas raus, was aber glaube ich derzeit mehr als kompenziert wird durch den Ausbau von Batteriespeichern, die für Rechenzentren oder auch allgemein wegen des grünen Stromes benötigt werden.
Ich denke, dieses mal geht es über die 3 Euro drüber, meine Hoffnung, ist weiterhin die 4 Euro...mal sehen.
25.02.26 16:01
#7142
Coolhawk
Zimbabwe bans exports of all raw minerals ....
Zimbabwe bans exports of all raw minerals and lithium concentrates, cites malpractices
Summarise
Chris Takudzwa MuronziFebruary 25, 20263:19 PM GMT+7Updated 21 mins ago
HARARE, Feb 25 (Reuters) - Zimbabwe has suspended exports of all raw minerals and lithium concentrates with immediate effect, its mines ministry said in a statement on Wednesday, after the government alleged malpractices and leakages.
The ministry said the ban on exports would remain in place until further notice and applied to all minerals currently in transit.
The Reuters Inside Track newsletter is your essential guide to the biggest events in global sport. Sign up here.
"Government expects cooperation of the mining industry on this measure which has been taken in the national interest," the statement said.
"Government remains committed to ... in-country value addition and beneficiation, compliance, and accountability in the exportation of Zimbabwe's mineral resources," it added.
In a letter seen by Reuters on Wednesday and addressed to Zimbabwe's Chamber of Mines, which represents major mining companies, the mines ministry said it would realign export processes due to concern about "continued malpractices during the exportation of minerals".
Advertisement · Scroll to continue
"This review is part of a broader effort to curb leakages and enhance efficiency within our systems," the ministry wrote on February 17.
Zimbabwe's ban on lithium concentrates was previously expected to come into effect in 2027as part of a push for more local processing.
Africa's top producer of the battery mineral exported 1.128 million metric tons of lithium-bearing spodumene concentrate in the year ended December 2025, up 11% from the year before.
Advertisement · Scroll to continue
The southern African country has rapidly expanded spodumene output in recent years following significant investment by Chinese mining firms including Zhejiang Huayou Cobalt (603799.SS), Sinomine (002738.SZ), Chengxin Lithium Group (002240.SZ) and Yahua (002497.SZ).
Most of the concentrate is exported to China for further processing into battery-grade materials, but Zimbabwe has been pressing the miners to process more of the minerals in the country as it seeks greater benefits from the global shift to cleaner sources of energy.
Advertisement · Scroll to continue
Huayou recently built a $400 million plant to further process lithium concentrates into lithium sulphate, an intermediate product which can be refined into a battery-grade material such as lithium hydroxide or lithium carbonate.
Sinomine has also announced plans to build a $500 million lithium sulphate plant at its Bikita mine in Zimbabwe.
Reporting by Chris Muronzi and Nelson Banya; Writing by Anathi Madubela; Editing by Alexander Winning
Quelle: https://hotcopper.com.au/threads/...73628/page-62133?post_id=83004445
Wieder einmal der Beweis, das Geschäfte in Afrika immer ein höheres Risiko haben. Erstaunlich, das China da aber im jahr 1,1 Mill. t herausgeholt hat.
Ich denke man wird sich einigen, aber auch hier dürfte der preis für China steigen...
Summarise
Chris Takudzwa MuronziFebruary 25, 20263:19 PM GMT+7Updated 21 mins ago
HARARE, Feb 25 (Reuters) - Zimbabwe has suspended exports of all raw minerals and lithium concentrates with immediate effect, its mines ministry said in a statement on Wednesday, after the government alleged malpractices and leakages.
The ministry said the ban on exports would remain in place until further notice and applied to all minerals currently in transit.
The Reuters Inside Track newsletter is your essential guide to the biggest events in global sport. Sign up here.
"Government expects cooperation of the mining industry on this measure which has been taken in the national interest," the statement said.
"Government remains committed to ... in-country value addition and beneficiation, compliance, and accountability in the exportation of Zimbabwe's mineral resources," it added.
In a letter seen by Reuters on Wednesday and addressed to Zimbabwe's Chamber of Mines, which represents major mining companies, the mines ministry said it would realign export processes due to concern about "continued malpractices during the exportation of minerals".
Advertisement · Scroll to continue
"This review is part of a broader effort to curb leakages and enhance efficiency within our systems," the ministry wrote on February 17.
Zimbabwe's ban on lithium concentrates was previously expected to come into effect in 2027as part of a push for more local processing.
Africa's top producer of the battery mineral exported 1.128 million metric tons of lithium-bearing spodumene concentrate in the year ended December 2025, up 11% from the year before.
Advertisement · Scroll to continue
The southern African country has rapidly expanded spodumene output in recent years following significant investment by Chinese mining firms including Zhejiang Huayou Cobalt (603799.SS), Sinomine (002738.SZ), Chengxin Lithium Group (002240.SZ) and Yahua (002497.SZ).
Most of the concentrate is exported to China for further processing into battery-grade materials, but Zimbabwe has been pressing the miners to process more of the minerals in the country as it seeks greater benefits from the global shift to cleaner sources of energy.
Advertisement · Scroll to continue
Huayou recently built a $400 million plant to further process lithium concentrates into lithium sulphate, an intermediate product which can be refined into a battery-grade material such as lithium hydroxide or lithium carbonate.
Sinomine has also announced plans to build a $500 million lithium sulphate plant at its Bikita mine in Zimbabwe.
Reporting by Chris Muronzi and Nelson Banya; Writing by Anathi Madubela; Editing by Alexander Winning
Quelle: https://hotcopper.com.au/threads/...73628/page-62133?post_id=83004445
Wieder einmal der Beweis, das Geschäfte in Afrika immer ein höheres Risiko haben. Erstaunlich, das China da aber im jahr 1,1 Mill. t herausgeholt hat.
Ich denke man wird sich einigen, aber auch hier dürfte der preis für China steigen...
26.02.26 07:09
#7143
AustraliaPower
Die Sternen stehen sehr gut..
https://www.marketindex.com.au/news/...abwes-shock-lithium-export-ban
Let's Go Pilbi...
Heute Plus AUD 0.40 = AUD 5.25
Step by Step...
Let's Go Pilbi...
Heute Plus AUD 0.40 = AUD 5.25
Step by Step...
08.03.26 13:28
#7144
AustraliaPower
PLS-ASX-NEWS..!
Ab 23. März 2026 ist Pilbi wieder im
ASX 50 Geliestet...Let's Go..:-)
https://hotcopper.com.au/threads/...2026-quarterly-rebalance.9055345/
ASX 50 Geliestet...Let's Go..:-)
https://hotcopper.com.au/threads/...2026-quarterly-rebalance.9055345/
31.03.26 11:08
#7147
Chaser84
Die Feder spannt sich
Auch wenn es kurzfristig zu höheren Inflation oder sogar Rezession kommen wird durch den Irankrieg, ist klar was passiert wenn es zuende ist. Alle Welt will sich nur noch mehr unabhängig vom Öl machen.
Lithium, Kupfer und co. werden in den nächsten Jahren explodieren.
Lithium, Kupfer und co. werden in den nächsten Jahren explodieren.
14.04.26 11:11
#7149
Coolhawk
Ist doch egal...
...Hauptsache wir behalten die Richtung bei.
So schei??e Trumps Krieg gegen Iran auch ist, wenn man den Meldungen glauben darf, wird hier und da der Kauf eines Verbrenners überdacht und sich doch für ein EV entschieden. Neue als auch Gebrauchte sollen ein etwas größeres Interesse haben . Doch kommt evtl PLS zugute auf lange Sicht.
Preise für Lithium derzeit stabil, Zahlen werden am 26.04 vorgestellt. Sehr spannend, da wir nun das erste Quartal mit deutlich höheren Preisen in den Büchern haben, es sollte also positiv ausfallen. Warten wirs ab...
So schei??e Trumps Krieg gegen Iran auch ist, wenn man den Meldungen glauben darf, wird hier und da der Kauf eines Verbrenners überdacht und sich doch für ein EV entschieden. Neue als auch Gebrauchte sollen ein etwas größeres Interesse haben . Doch kommt evtl PLS zugute auf lange Sicht.
Preise für Lithium derzeit stabil, Zahlen werden am 26.04 vorgestellt. Sehr spannend, da wir nun das erste Quartal mit deutlich höheren Preisen in den Büchern haben, es sollte also positiv ausfallen. Warten wirs ab...
14.04.26 13:53
#7150
Toni Maroni11
@ coolhawk
Egal ist es "mir" zumindest nicht, da ein bedeutender Punkt erreicht ist, an dem ich (wir) seit mehreren Jahren nicht mehr waren. Von dem jetzigen Stand aus hatte ich 2/3 meines Wertes verloren und jetzt wieder zurück gewonnen. Das Tal ist durchwandert und ja, wenn Trumpl so weitermacht spült es viele neue Käufer in den EV Markt, was unsere Schaden nicht sein wird. Ein Lithiummangel wird unaufhaltsam kommen. Bin gespannt wie sich der Spodumenpreis entwickeln wird. 6-7 Ausidollar sind wohl möglich.
Und wieder kann ich einfach nicht verkaufen. Die Zukunft sieht einfach zu rosig aus!!
Und wieder kann ich einfach nicht verkaufen. Die Zukunft sieht einfach zu rosig aus!!
14.04.26 15:24
#7151
Coolhawk
Vollkommen klar...
..., kann das nachvollziehen. 2/3 ist gut, denke eher fast 3/4 bei mir. Bin natürlich wie du äußerst froh wieder an dem Punkt zu stehen. Und wie schon öfters geäußert, ich würde gern die 4 Euro sehen wollen und dies als StopLoss Linie zu nutzen...
Wir werden sehen, aus derzeitiger Sicht halte ich dies für 2026 für nicht mehr unrealistisch. Nächsten Freitag wird ein erster Wegweiser sein.
Wir werden sehen, aus derzeitiger Sicht halte ich dies für 2026 für nicht mehr unrealistisch. Nächsten Freitag wird ein erster Wegweiser sein.
14.04.26 22:37
#7152
Coolhawk
State of Lithium
Aus einem Beitrag im HC Forum:
Report on Lithium
Asia Lithium
The peak demand season combined with supply disruptions is about to bring the main upturn for the lithium mining sector. Key points of the meeting - April 13, 2026.
1. Analysis of the Lithium Mining Sector's Market Trend and Driving Logic
* Market Trend Positioning: The current lithium mining sector is in a demand-driven upswing, similar to the market situation from September to November 2025. In the supply and demand pricing logic, demand accounts for 70% to 80% of the weight, while supply disruptions are merely "icing on the cake". If supply continues to decline, the sector will enter an "invincible moment".
* Driving Forces for Sector Growth Remain Unchanged: The increase in demand is clear, the fundamentals are favorable, and the high international oil prices are beneficial to lithium batteries. Coupled with supply-side disruptions, the sector is currently in a state of "favorable timing, location, and conditions". Within the non-ferrous metals sector, the lithium mining sector has the most solid logic at present and is highly valuable for investment.
* Market Speculation Warning: At this stage, market speculation is strong. The market implicitly worries that lithium prices may not be sustainable in the long term and believes that a price breakthrough of 200,000 yuan will lead to a marginal weakening of demand. However, the strength of demand support and growth rate are underestimated. Under the strong demand drive, these concerns are secondary factors.
2. Supply-side Analysis
* Supply Downgrades:
- Annual supply downgrades: The expected new supply of lithium ore in 2026 has been revised from an optimistic estimate of 500,000 to 600,000 tons at the beginning of the year to less than 400,000 tons. The total supply downgrades since 2025 have exceeded 100,000 tons.
- Regional supply disruptions:
- Jiangxi: Since July 2025, there have been continuous disruptions at the mining end. In 2026, a major mine in Jiangxi has not released a secondary environmental impact assessment notice, and its resumption of production in the first half of the year is "far from certain". From the end of May, other mines in Jiangxi will also reduce or suspend production.
- Zimbabwe: Supply-side disruptions have materialized, with the supply for the year revised down by 30,000 to 40,000 tons. Shipments were halted at the end of February, and after domestic inventories (20 to 30 days) are depleted, there will be a shortage of ore from the end of April to early May.
- Australia: There is a risk of a diesel crisis. Local trade mines have diesel inventories that can only last until late April to the end of April, and there are no contingency plans for extreme situations. If the diesel runs out, operations will be directly halted. Currently, the reduction in Australia has not been factored into the balance sheet, and there is a high risk of further supply downgrades in the future.
* Long-term supply trend: 2026 is the year with the fastest supply growth, but demand has already offset the supply increase. Supply growth will slow down in 2027 and beyond, and will not constrain the rise in lithium prices.
3. Demand-side Analysis
* Demand growth exceeds expectations:
· Demand performance in Q1 2026: Lithium battery demand (converted to lithium) grew by 40% year-on-year, far exceeding the expected 20%+ in 2025; the Q1 production schedule in the battery sector increased by approximately 40% year-on-year, with the positive and negative electrode sectors growing at a similar rate, and the production schedule for electrolyte in Q1 increased by over 50% year-on-year (more objectively reflecting downstream demand).
· Production schedule data verification: The battery production schedule in Q1 2026 was approximately 580-600 GWh. Even if subsequent quarters replicate the Q1 production, the schedule for electrolyte in Q1 increased by over 50% year-on-year (more objectively reflecting downstream demand).
· Production schedule data verification: The battery production schedule in Q1 2026 was approximately 580-600 GWh. Even if subsequent quarters replicate the Q1 production schedule, the balance sheet for the year will still be tight; demand will increase in Q2-Q4, and the hard shortage for the year is expected to be 50,000-100,000 tons.
* Low inventory across the supply chain: The inventory of lithium salts in the upstream sector is only about one and a half months, and the inventory of positive electrode materials and batteries is about one month; after inventory reduction in the first quarter, the finished product inventory in each sector is only half a month to one and a half months. The replenishment during the peak season or the hard shortage will bring significant price elasticity.
* Demand-driven logic: This round of the main upswing comes from the further strengthening of energy storage demand and the marginal improvement in demand for new energy vehicles (verified by data); the demand is transitioning from the off-season to the peak season, similar to the "supply and demand double hit" moment in September-October 2025.
* Demand increase in the second quarter: The production schedule for positive electrodes in May increased by nearly 15% month-on-month (far exceeding market expectations), and the capacity release of leading battery manufacturers in June will accelerate the production schedule for batteries. The shortage in the second quarter is expected to be comparable to that in the fourth quarter of 2025.
4. Lithium Price and Sector Valuation
* Lithium price assessment: The market has accepted 150,000 as the bottom pricing, and the valuation center has shifted from 120,000 to 150,000. There will be no problem with the lithium price rising in the next 2-3 months, and the price space has been opened up, with the main upswing approaching.
* Sector valuation and individual stock opportunities: The current sector pricing corresponds to a 15-20 times valuation based on a lithium price of 150,000 in 2026. Companies with resources in Zimbabwe that were undervalued due to the previous Zimbabwean disturbances and have low valuations have room for valuation recovery. After the recovery, the sector will continue to rise due to beta.
Report on Lithium
Asia Lithium
The peak demand season combined with supply disruptions is about to bring the main upturn for the lithium mining sector. Key points of the meeting - April 13, 2026.
1. Analysis of the Lithium Mining Sector's Market Trend and Driving Logic
* Market Trend Positioning: The current lithium mining sector is in a demand-driven upswing, similar to the market situation from September to November 2025. In the supply and demand pricing logic, demand accounts for 70% to 80% of the weight, while supply disruptions are merely "icing on the cake". If supply continues to decline, the sector will enter an "invincible moment".
* Driving Forces for Sector Growth Remain Unchanged: The increase in demand is clear, the fundamentals are favorable, and the high international oil prices are beneficial to lithium batteries. Coupled with supply-side disruptions, the sector is currently in a state of "favorable timing, location, and conditions". Within the non-ferrous metals sector, the lithium mining sector has the most solid logic at present and is highly valuable for investment.
* Market Speculation Warning: At this stage, market speculation is strong. The market implicitly worries that lithium prices may not be sustainable in the long term and believes that a price breakthrough of 200,000 yuan will lead to a marginal weakening of demand. However, the strength of demand support and growth rate are underestimated. Under the strong demand drive, these concerns are secondary factors.
2. Supply-side Analysis
* Supply Downgrades:
- Annual supply downgrades: The expected new supply of lithium ore in 2026 has been revised from an optimistic estimate of 500,000 to 600,000 tons at the beginning of the year to less than 400,000 tons. The total supply downgrades since 2025 have exceeded 100,000 tons.
- Regional supply disruptions:
- Jiangxi: Since July 2025, there have been continuous disruptions at the mining end. In 2026, a major mine in Jiangxi has not released a secondary environmental impact assessment notice, and its resumption of production in the first half of the year is "far from certain". From the end of May, other mines in Jiangxi will also reduce or suspend production.
- Zimbabwe: Supply-side disruptions have materialized, with the supply for the year revised down by 30,000 to 40,000 tons. Shipments were halted at the end of February, and after domestic inventories (20 to 30 days) are depleted, there will be a shortage of ore from the end of April to early May.
- Australia: There is a risk of a diesel crisis. Local trade mines have diesel inventories that can only last until late April to the end of April, and there are no contingency plans for extreme situations. If the diesel runs out, operations will be directly halted. Currently, the reduction in Australia has not been factored into the balance sheet, and there is a high risk of further supply downgrades in the future.
* Long-term supply trend: 2026 is the year with the fastest supply growth, but demand has already offset the supply increase. Supply growth will slow down in 2027 and beyond, and will not constrain the rise in lithium prices.
3. Demand-side Analysis
* Demand growth exceeds expectations:
· Demand performance in Q1 2026: Lithium battery demand (converted to lithium) grew by 40% year-on-year, far exceeding the expected 20%+ in 2025; the Q1 production schedule in the battery sector increased by approximately 40% year-on-year, with the positive and negative electrode sectors growing at a similar rate, and the production schedule for electrolyte in Q1 increased by over 50% year-on-year (more objectively reflecting downstream demand).
· Production schedule data verification: The battery production schedule in Q1 2026 was approximately 580-600 GWh. Even if subsequent quarters replicate the Q1 production, the schedule for electrolyte in Q1 increased by over 50% year-on-year (more objectively reflecting downstream demand).
· Production schedule data verification: The battery production schedule in Q1 2026 was approximately 580-600 GWh. Even if subsequent quarters replicate the Q1 production schedule, the balance sheet for the year will still be tight; demand will increase in Q2-Q4, and the hard shortage for the year is expected to be 50,000-100,000 tons.
* Low inventory across the supply chain: The inventory of lithium salts in the upstream sector is only about one and a half months, and the inventory of positive electrode materials and batteries is about one month; after inventory reduction in the first quarter, the finished product inventory in each sector is only half a month to one and a half months. The replenishment during the peak season or the hard shortage will bring significant price elasticity.
* Demand-driven logic: This round of the main upswing comes from the further strengthening of energy storage demand and the marginal improvement in demand for new energy vehicles (verified by data); the demand is transitioning from the off-season to the peak season, similar to the "supply and demand double hit" moment in September-October 2025.
* Demand increase in the second quarter: The production schedule for positive electrodes in May increased by nearly 15% month-on-month (far exceeding market expectations), and the capacity release of leading battery manufacturers in June will accelerate the production schedule for batteries. The shortage in the second quarter is expected to be comparable to that in the fourth quarter of 2025.
4. Lithium Price and Sector Valuation
* Lithium price assessment: The market has accepted 150,000 as the bottom pricing, and the valuation center has shifted from 120,000 to 150,000. There will be no problem with the lithium price rising in the next 2-3 months, and the price space has been opened up, with the main upswing approaching.
* Sector valuation and individual stock opportunities: The current sector pricing corresponds to a 15-20 times valuation based on a lithium price of 150,000 in 2026. Companies with resources in Zimbabwe that were undervalued due to the previous Zimbabwean disturbances and have low valuations have room for valuation recovery. After the recovery, the sector will continue to rise due to beta.
15.04.26 14:25
#7153
AustraliaPower
@Coolhawk..
Betreff Q1 Zahlen etwas früher..
Freitag den 24.04.26
https://hotcopper.com.au/...rONCEA6967m7TzD5zKzCmf9JQzgwoyVWfnRHusrg1
Freitag den 24.04.26
https://hotcopper.com.au/...rONCEA6967m7TzD5zKzCmf9JQzgwoyVWfnRHusrg1
15.04.26 14:27
#7154
AustraliaPower
@ASX-News...
Geplante Emission von vorrangigen unbesicherten Anleihen im Wert von bis zu 500 Mio. US-Dollar..!
https://hotcopper.com.au/...G28Ya1cs+11nrLa+zi5qrLdGt5kBzXbWH5iIThclm
Geplante Emission von vorrangigen unbesicherten Anleihen im Wert von bis zu 500 Mio. US-Dollar..!
https://hotcopper.com.au/...G28Ya1cs+11nrLa+zi5qrLdGt5kBzXbWH5iIThclm
16.04.26 07:01
#7155
AustraliaPower
@ASX-News...zum II..
PLS platziert unbesicherte Anleihen im Wert von 600 Mio. US-Dollar...(100 Mio. mehr)
https://hotcopper.com.au/...lh7L0R33mwxCT7KnqZxUJGTRA2mcrBbglN1v/GYuv
https://hotcopper.com.au/...lh7L0R33mwxCT7KnqZxUJGTRA2mcrBbglN1v/GYuv