Rare Earth and Strategic Metals

Wie von der Energiewende profitieren? Ich denke es ist sinnvoller an Anfang der Werschöpfungskette zu investieren. Leider sind die seltenen Erden schon sehr gut gelaufen und die Börsen derzeit wackelig.

Dieser ETF für Minen und Rohprodukte von seltenen Erden und Metalle ist physisch, d.h. er kauft tatsächlich die Aktien anteilig zum investierten Kapital.

Ich habe mir die Mühe gemacht und die enthaltenen Unternehmen etwas genauer angeschaut und möchte es hier teilen.

Für andere Ideen, wie man von der Energiewende und Elektromobilität profitieren kann, ist auch Platz.

VanEck Rare Earth and Strategic Metals UCITS ETF

ISIN: IE0002PG6CA6 | WKN: A3CRL9 | Kürzel: VVMX | Typ: ETF



🌏⛏🔋🌞🌬🌊  

 

 

The leading, ASX-listed pure-play lithium company, owning 100% of the largest, independent hard-rock lithium operation in the world

News:

Shares in the 2 lithium explorers have more than trebled over the last 12 months.

Battery minerals suppliers Pilbara Minerals (ASX: PLS) and Core Lithium (ASX: CXO) are among the most traded shares on the ASX boards on Friday. After several days of decline, the 2 stocks are 1.5% and 3% higher respectively, at the time of writing.

What is boosting the PLS and CXO stock prices?

ASX-listed lithium stocks have been gathering momentum in recent weeks on growing expectations of a continued rise in prices, amid a looming supply deficit for the battery-making material.

Experts have been warning that supply is not keeping up with demand at a time of rapidly increasing manufacture of electric vehicles. That means despite prices of spodumene concentrate, the substance that is used to produce the lithium chemical used in electric vehicle batteries, having surged more than 10-fold in a little over 18 months, prices will keep rising further.

 

Die Energiewende und E-mobility wird sicher nicht billig. Gut wenn man einen kleinen Anteil daran hat. Der ETF notiert bei 20,30 auf Xetra. Ich kaufe in Tranchen. Es soll eine Investition werden, kein trade.  

Net income was $49.0 million compared to $24.1 million in the prior year period. 

“2021 was a banner year for MP Materials, headlined by record annual production and financial results and accelerated progress on our mission to restore the full rare earth supply chain to the United States,” said MP Materials Chairman and CEO, James H. Litinsky. “In Q4, in addition to delivering strong performance, we began executing on our magnetics strategy, signing a long-term supply agreement with General Motors and announcing our initial magnetics facility.

“Our momentum is carrying into 2022 with the release of our new reserve report and the recent $35.0 million Department of Defense award for heavy rare earth separations at Mountain Pass, developments which underscore the value of our resource and the extraordinary opportunity that lies ahead for MP Materials.”
Revenue increased 135% year-over-year, driven by an increase in the realized sales prices of REO in concentrate, partially offset by slightly lower volumes of REO sold. The 148% increase in realized price was primarily due to higher demand for rare earth products driving increased market prices. The 6% decrease in metric tons (“MTs”) sold was mainly due to the timing of shipments, which fluctuate quarter-to-quarter but approximate production volumes over time. The 10% increase in production volumes compared to the fourth quarter of 2020 was due to a modest improvement in the efficiency of our processing operations, including higher mineral recoveries and ore feed rates, partially offset by fewer production hours mainly due to the timing of plant turnarounds.
Full Year 2021 Highlights

Produced 42,413 metric tons of rare earth oxides (“REO”) in concentrate, the highest rare earth production in U.S. and Mountain Pass historySold a record 42,158 metric tons of REO, generating record revenue of $332.0 million, up 147% year-over-yearProduced net income of $135.0 million; Adjusted EBITDA of $219.1 million, a 414% increase year-over-yearRaised $690.0 million in gross proceeds from a green convertible bond offeringMade strong progress on Stage II optimization constructionPulled forward Stage III strategy, announcing initial rare earth metal, alloy, and magnetics manufacturing facility in Fort Worth, TexasSigned long-term agreement with General Motors to supply alloy and magnets powering 12 Ultium Platform electric vehicles

 

Allkem Ltd (ASX: AKE)

The first ASX lithium stock that could be in the buy zone is Allkem. It is the lithium giant that was formed when Galaxy Resources and Orocobre merged last year.

This merger made Allkem a top five player in the industry and brought together a collection of world class operations and projects under one roof.

One leading broker that is bullish on Allkem is Morgans. It recently retained its add rating and lifted its price target to $16.65.

It commented: “We maintain our ADD rating given the strong growth outlook for the company and the potential 24% [now 29%] upside to our valuation. AKE’s diverse products and geographical mix adds opportunities to capture value as the market evolves. There is further potential upside that are not in our numbers such as Olaroz stage 3 and/or another lithium hydroxide plant. Should the lithium market continue to remain strong AKE still has a large amount of untapped growth potential.”

 

Liontown Resources Limited (ASX: LTR)

Another lithium stock that is rated highly is Liontown Resources. It is the lithium developer behind the 100%-owned lithium projects at Kathleen Valley and Buldania in Western Australia.

The former is the project that has been getting investors most excited. When it commences production in 2024, Kathleen Valley will be producing ~510,000 tonnes per annum of spodumene. Pleasingly, Liontown has already signed deals with LG Energy Solution and Tesla for over half of this offtake.

 

Dutch materials firm AMG has raised its 2022 earnings guidance – Photo: Advanced Metallurgical Group website

Dutch specialist materials marker Advanced Metallurgical Group (AMG) got a stock price boost on Monday morning after increasing its earnings guidance for 2022. 

AMG was up 8.2% to €27.90 at 09:40 CET on the Euronext Amsterdam, putting it up 8.58% in the year to date. 

The company hiked its guidance for earnings before interest, taxes, depreciation and amortisation (EBITDA) from above $150m to between $175m and $200m. 

It said this was due to “improved market conditions in lithium as well as favorable conditions throughout our portfolio”. 

Lithium prices have been rising late this year amid market shortages. Its value is supported by the growing electric vehicle market, which requires battery-grade lithium. 

Lithium restructure 

The company announced that it would unite its Brazilian mining and processing plants and German hydroxide project under one corporate entity, AMG Lithium. 

It said that this would further increase the long-term value of its lithium activities. 

In an October press release, AMG reported revenue up 58% to $311.9m, with EBITDA more than doubling to $33.1m in third quarter results.

 

suche die ganze Welt jetzt nach Lithium. Folgt ein Preiskollaps? 😎 vielleicht wenn die erste grosse Akku-Recyclingwelle kommt?  

Im Chemiepark Bitterfeld entsteht ein großes Werk zur Aufbereitung von Lithium. Der amerikanisch-holländische Metall-Konzern Advanced Metallurgical (AMG) kündigte an, 120 Millionen Dollar, umgerechnet mehr als 103 Millionen Euro, zu investieren. Das Lithium soll laut Investor eine so gute Qualität haben, dass es für die Produktion von Batterien infrage kommt. Das Grundstück für die Raffinerie hatte der Konzern bereits im Frühjahr gekauft.

„Auf dem Grundstück werden wir zunächst eine Anlage mit einer Jahreskapazität von 20.000 Tonnen errichten. Diese soll ab dem Jahr 2023 in Betrieb gehen“, sagt Stefan Scherer, Geschäftsführer der AMG Lithium. „Die Grundstücksgröße ist so bemessen, dass wir in den Folgejahren durch weitere Module die jährliche Kapazität auf bis zu 100.000 Tonnen steigern können“, so Scherer weiter.

Die Verfügbarkeit von Batteriematerialien ist der zentrale Treiber für den nachhaltigen Erfolg der Mega-Trends Elektromobilität und stationäre Energiespeicher. Daher freut sich die Chemiepark Bitterfeld-Wolfen sehr über die Ansiedlung der AMG Lithium mit der ersten Lithium-Raffinerie Deutschlands.

 

About China Northern Rare Earth Gp H-T Co Ltd

China Northern Rare Earth (Group) High-Tech Co.,Ltd, formerly INNER MONGOLIA BAOTOU STEEL RARE-EARTH (GROUP) HI-TECH CO., LTD., is a China-based supplier of rare earth products. The Company is principally engaged in the production and sale of rare earth raw materials, rare earth functional materials and rare earth application products. The Company's main products include rare earth concentrate, rare earth carbonate, rare earth oxides, rare earth salt products, rare earth magnetic materials, polishing materials, hydrogen storage materials, luminescent materials, nickel-hydrogen battery and rare earth permanent magnet electron spin resonance (ESR). The Company distributes its products in domestic market and to overseas markets.

 

Reuters:

Dysprosium and terbium are key inputs for rare earth magnets, used in everything from electric vehicles to wind turbines.

Prices for both are up around 50% in 2021, striking multi-year highs as demand recovers from a pandemic-driven dip, while power curbs on Chinese industry and disruption to ore supply from Myanmar have constrained production.
Outside China, most investment in separation is in the United States, Australia and Britain, but the majority is focused on light rare earths, de Jonge said. That means heavy rare earths would still need to be separated in China, he noted.

 

Huayou Cobalt has announced it will invest CNY7.7 billion (USD1.2 billion) in two new plants to produce raw materials for ternary power lithium batteries, and it will raise the funds by issuing convertible bonds.

The Zhejiang-based lithium battery material maker said the plant in Guangxi will cost CNY6.3 billion and will produce high-nickel ternary cathode materials for lithium batteries with an annual capacity of 50,000 tons, as well as producing nickel sulfate and ternary precursor materials for high-purity batteries.

The plant in Quzhou will produce ternary precursor materials for power batteries, with an annual capacity of 50,000 tons, and will cost CNY1.4 billion, the firm’s announcement said, noting it will take two years to build the two plants.

 

Gutes Tagesvolumen für einen Branchen ETF. Interesse ist wohl da, ohne dass Seltene Erden und Investments in green technology Rohstoffe gross gehypt werden. Man muss schon gezielt news suchen.  

So wie ich das sehe, sind bereits viele deals zwischen Rohstoffproduzenten und verarbeitender Industrie abgeschlossen, zu einer Zeit mit sehr profitablen Preisen. Aber dass alle Welt jetzt angefangen hat zu graben ist schon bedenklich und wenn das Öl wieder 50$ kostet wird das wohl die gesamten Rohstoffpreise mit runter ziehen 🤔  

Langfristig denken, nichts überstürzen. Das gute bei diesem ETF ist die Aufteilung. Kein einzelnes Unternehmen dominiert den Index.  

MVIS Global Rare Earth/Strategic Metals IndexThe MVIS Global Rare Earth/Strategic Metals Index (MVREMX) tracks the performance of the largest and most liquid companies in the global rare earth and strategic metals industry. This is a modified market cap-weighted index, and only includes companies that generate at least 50% of their revenue from rare earth and strategic metals or that have ongoing mining projects that have the potential to generate at least 50% of the company's revenue from rare earth and strategic metals. The index includes refiners, recyclers, and producers of rare earth and strategic metals and minerals. MVREMX covers at least 90% of the investable universe.

Key Features
Size and Liquidity:
RequirementsFull MCap of at least 150 mln USD.
Three month average-daily-trading volume of at least 1 mln USD at a review and also at the previous two reviews.
At least 250,000 shares traded per month over the last six months at a review and also at the previous two reviews.

Pure-Play:
Companies have to generate at least 50% revenues from rare earth and strategic metals.
Diversification:
Company weightings are capped at 8%.
ReviewQuarterly.  

MVIS Global Rare Earth/Strategic Metals Index
Langzeitchart & total return  

2009 als ich mein Depot eröffnet hatte, wurden seltene Erden überall gehypt. Dann kam aber keine richtige Nachfrage auf. Schon gar nicht im Bereich E-mobility.  

 

Its about Energy stupid ☝️  

Sehen wir auch noch die 17?  

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