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.
Lion Battery Technologies
Platinum Group Metals Ltd. founded Lion Battery Technologies Inc. in partnership with Anglo American Platinum Limited to support the use of palladium and platinum in lithium battery applications. The possibility of creating additional demand for platinum and palladium in the battery technology space is an exciting development and of strategic importance to both parties.
Lion Battery has entered into an agreement with Florida International University to further advance a research programme that uses platinum and palladium to unlock the potential of Lithium Air and Lithium Sulfur battery chemistries to increase their discharge capacities and cyclability.
Under the agreement with Florida International University, Lion will have exclusive rights to all intellectual property developed and will lead all commercialisation efforts. Lion is also currently reviewing several additional and complementary opportunities focused on developing next-generation battery technology using platinum and palladium. Thanks to considerably higher energy density, Lithium Oxygen and Lithium Sulfur batteries can perform better, by orders of magnitude, than the best-in-class Lithium-ion batteries currently on the market or under development. This new generation of lightweight, powerful batteries has the potential to grow to scale on the back of the attractiveness of battery electric vehicles (BEVs) and the use of lithium batteries in other applications beyond mobility.
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.