PGM werden wieder durchstarten
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Ist das der Startschuß für ein come back der weissen Metalle?
ETC's von Invesco für Platin & Palladium sind günstig. Werde mal anfangen einzusammeln. Die Minen haben mir zu große spreads und sind mir zu negativ gehebelt.
Aktuell Platin & Palladium für @900 $ scheint mir doch recht günstig.
The growth in demand for platinum applications in China is extremely high, making detailed access to the China market hugely advantageous.
HYDROGEN AND EXTENDED RANGE ELECTRIC VEHICLES
Even ahead of the agenda being finalised, it is already patently clear that hydrogen is going to be a big feature across the conference, along with growing use of PGMs in the semiconductor industry and in the extended range electric vehicle segment, WPIC research director Edward Sterck spelt out in the same Zoom interview.
Extended range electric vehicles are battery electric vehicles that also have internal combustion engines that effectively recharge the battery and extend the range of travel.
Most extended range electric vehicles have ranges of about 1 000 km on full battery charge and full fuel tank, and their exhaust treatment systems continue to contain PGMs.
PLATINUM AS PART OF RETIREMENT INVESTMENT
Chinese investors have known platinum for many years as a jewellery and with more people saving for retirement, having platinum as part of a retirement investment makes a lot of sense.
There are no platinum mines in China and having platinum on Chinese soil is seen as a good idea.
“We know that supply growth and demand growth don't always match, so we've encouraged the Chinese policymakers to recognise the importance of platinum investment demand, and of having more platinum metal on Chinese soil as a certain support to the industrial use of platinum over time.
“Having the Shanghai Platinum Week on the global calendar is probably ideal timing. The four-year gestation period has certainly been well worth it and we look forward to Shanghai Platinum Week becoming something that is really helpful to investors around the world and participants in the broader PGM industry,” said Raymond.
Following the Shanghai Platinum Week, international participants will be taken to meet a number of the hydrogen-related companies in the Shanghai region, and they will also be given an opportunity to meet and converse with Chinese policymakers.
PLATINUM
Implats' proposed restructuring puts 3 900 jobs at risk
Implats CEO Nico Muller
26th April 2024
JSE-listed Impala Platinum Holdings (Implats) has initiated a Section 189(3) consultation process at its South African operations, signalling thousands of potential job losses.
Implats envisages a reduction of about 3 900 positions, constituting a 9% reduction in labour across the Impala Rustenburg, Impala Bafokeng and Marula operations. The corporate office aims for a 30% reduction in head office costs.
The move by Implats follows in the wake of a restructuring process announced by rival Anglo American Platinum, which could impact 3 700 jobs across its operations.
https://m.miningweekly.com/article/...rmal-market-activity-2024-04-29
A condition of the miner's proposal is that Anglo first distributes to shareholders its stakes in Anglo American Platinum (Amplats) and Kumba Iron Ore, both of which operate in South Africa.
Any exit by Anglo - founded in South Africa in 1917 - would be an economic blow to the country, whose miners have been cutting jobs and investment in response to weakening metals prices and a slew of local challenges exacerbated by the state port and freight rail company.
Dann kommen wieder die ZWEIFEL! Bei derzeitigen Preisen wird nix verdient. Die buddeln also das Zeug teurer aus als ich es mit physischen ETC kaufen tue. ABER es ist halt DER Hebel auf das weisse Metall.
Was tun?? Die Lösung heisst Staffeln + Hebeln!
So kann man erst mal fett ins Metall investieren. Gehts hoch macht man gleich Gewinn, gehts runter verkauft man bei max. pain und kauft IMPLAT. Dann gehts anschliessend RAKETENMÄSSIG in die Höhe.
Eine "mini Martingale" so zu sagen.
Genial. ; )
CHINA could intervene in the proposed takeover of Anglo American by BHP in an effort to improve its access to copper and iron ore supply, said Bloomberg News.
The world’s second largest economy could use anti-trust concerns to buy Anglo assets, such as Rio Minas, the Brazilian iron ore mine. It did not have to block the Anglo transaction outright to do this, rather delay it which would exert sufficient leverage, the newswire said.
“China is likely to be concerned about this deal, as it heavily relies on importing copper raw materials and the transaction would create the world’s largest copper supplier,” Angela Zhang, associate professor at The University of Hong Kong and an expert on Chinese antitrust regulation told Bloomberg News.
Anglos Kupfer.... aber was wenn China die 79% Amplat von Anglo kauft? Das würde China mit einem Schlag bei PGM's unabhängig machen und einen guten Draht zu SA haben sie ja.
Ausserdem kommt kaum Pt aus Russland. Deren Minen haben hauptsächlich Pd während SA/Amplat Pt-Lastig ist.
On April 10, Froneman told Reuters Sibanye was weighing raising about $500 million through prepayment arrangements such as so-called metals streaming to shore up its cash position.
Metals streaming involves selling future metals production in return for an upfront cash payment.
The miner, which has rapidly expanded beyond gold and platinum and diversified into clean energy metals such as lithium, nickel and zinc, will ask shareholders at its May 28 general meeting to approve the conversion of $500 million bonds issued last year into shares.
If Sibanye shareholders vote against the conversion of the bonds into shares, then the convertible bonds will be settled using cash, negatively impacting the company’s financial position and limiting its capacity to invest in projects, fund operations, service debt and pay dividends.
https://www.primavera24.de/veranstaltungen/...stelle-in-aschaffenburg
Eröffnung H2 -Tankstelle in Aschaffenburg
Ein Müllfahrzeug sowie 12 Busse, die mit H2 über die Brennstoffzelle betrieben werden, sind bald täglich für die Stadtwerke Aschaffenburg im Einsatz. Die dafür notwendige H2-Tankstelle geht am13.05 in Betrieb.
Stadtwerke Aschaffenburg
Tja, manchmal ist es besser KEIN Insider zu sein. Die ganz cleveren, welche das BHP Angebot mit der Bedingung sich von Amplat zu trennen gekannt haben mussten, schauen nun ganz schön dumm. Ohne Limit alles rausgehauen gings schlagartig auf 29 und nun klopfen wir wieder an die 40€. Best week ever. LOOL
Demand for the metal in the pollution-control devices climbed to the highest since 2017 in the first quarter, and is expected to rise about 2% for the whole year, the WPIC said in a report on Monday. As well as slowing demand growth for EVs — which don’t have catalytic converters — consumption has been aided by stricter emissions rules and using the metal as a substitute for palladium.
Here are some other key 2024 platinum figures from the report:
An increase in recycled supply will be offset by a fall in mined production.
Above-ground stockpiles are expected to shrink 12%.
Investment demand is forecast to drop 69% this year as investors pull out of exchange-traded funds amid high interest rates. Still, those flows should return once the Federal Reserve cuts borrowing costs.
“You’ve got constrained supply and you’ve actually got pretty robust demand from both industrial and automotive applications,” Sterck said.