hier kann man """kohle"""machen
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Rocky, bitte lasse dich durch meine manchmal ein wenig bissigen Kommentare nicht davon abbringen, Infos hier reinzustellen, die anschließend möglicherweise verrissen werden. Du bist der Einzige, der hier überhaupt noch interessante Infos reinstellt und ich schätze das sehr.
Aber ich erlaube mir auch, meine ehrliche Meinung zu den Beiträgen zu posten.
Aber ich erlaube mir auch, meine ehrliche Meinung zu den Beiträgen zu Posten
ich bitte darum :)
zu #3100
Insgesamt versuchten die Russen seit fast 10 Jahren Kohle aus UO zu beziehen. Es hat nie geklappt. Fehlende Infrastruktur, Zollabwicklung etc. Seitens der Russen wurde auch geschrieben "die peniblen" Mongolen (würde so einiges erklären warum manche Sachen so lange dauern) machen das vorhaben unmöglich. Es sind schon sehr festgefahrene Strukturen bei denen....
Auch wenn unser John sicherlich eine optimistische Labertasche zu sein scheint, hat er und sein Team es doch geschafft ordentlich Bewegung in die Sache zu bekommen. Zeltura wird geöffnet, es fehlt nur noch die Strasse.
Russische Kunden zu bekommen scheint mir nach der langen Vorgeschichte das geringste Problem zu sein. Wir werden sehen.
Im übrigen Ltd.energy vertreibt nach wie vor Kohle aus UO
http://energiya673888.tiu.ru/p2781903-ugol-mongolskij-marki.html
Schönen Tag noch
Gruß Rocky
http://www.adb.org/sites/default/files/pub/2014/MON.pdf
April 2014
Despite strong growth, Mongolia faces severe development
challenges in terms of inclusive and sustainable growth.
Notwithstanding a significant decrease in poverty, over a
quarter of the population still remained poor in 2012. Mining
cannot solve persistent underemployment, and could
reduce the competitiveness of other exports. Meanwhile,
grasslands desertification, water scarcity, a growing number
of climate change-related disasters, and hazardous levels of
air pollution in the cities are endangering livelihoods.
In this publication
Mongolia is becoming increasingly urbanized. Ulaanbaatar
is home to half the country’s population, yet 60% live in ger
areas with no access to running water and sanitation. Traffic
is gridlocked, many schools run three shifts a day, and
providing heating and power is increasingly difficult due to
obsolete infrastructure.
Given its landlocked position, connectivity is vital for
Mongolia’s development. However, poor infrastructure
and undeveloped trade systems lead to costly transport,
complex logistics, and long transit times. Trading across
borders is difficult and expensive. As a result, the cost of
essential imports—including food—is driven higher, and
the competitiveness of Mongolian exports is eroding.
http://www.adb.org/printpdf/projects/46343-001/main
Mongolia has experienced rapid economic growth (11.5% in 2013) led by mining development. Electricity and heating
demand has also been growing in Ulaanbaatar due to rapid urbanization and more economic and commercial activities.
But due to the unavailability of new power and heat plants, this demand is largely unmet and suppressed. As a result,
electricity consumption in the central energy system, which covers Ulaanbaatar, other major cities, and mining
development areas, grew modestly to 3,542 gigawatt-hours (GWh) in 2012, about 34% more than in 2003. It is projected
that electricity consumption in the central energy system will increase to 4,422 GWh in 2015 and by 2025 reach 8,189
GWh, more than double the 2012 rate. The reserve margin of heat and power supply has become close to zero. To
overcome the potential supply shortage, the government plans to build a new CHP 5 in Ulaanbaatar through a PPP
model, and install additional capacity in the existing CHP 4. In parallel to the construction of the new CHP 5 and the
capacity expansion at the CHP 4, associated downstream facilities e.g., power transmission and distribution networks
managed by the Central Regional Electricity Transmission Company (CRETC) and Ulaanbaatar Electricity Distribution
Network Company (UBEDC), and district heating networks managed by Ulaanbaatar District Heating Company have to be
strengthened and expanded to be able to supply reliable electricity and heat not only to existing customers but also to asyet
unserved communities and entities in Ulaanbaatar. This will ensure that new investments in CHP plants will be
optimally utilized. The existing power transmission and distribution infrastructure is inefficient and unreliable for lack of
investment and maintenance, and is in urgent need of rehabilitation and upgrade. Electricity distribution losses totaled
19.6% in 2012, much higher than international best practice of about 5%. The average outage duration of the distribution
network in Ulaanbaatar was 2,084.5 minutes per customer with more than 13 interruptions per customer in 2012,
unacceptably high for any modern electricity distribution network. Improving transmission and distribution networks will
reduce the power losses and thereby avoid additional consumption of coal and associated greenhouse gas emissions and
pollutants; and improve the reliability and quality of electricity services to a population of 1.2 million, or 40% of the total
population of Mongolia. In addition to the above investments, there is an urgent need to strengthen the capacity of the Energy Regulatory Commission (ERC), which is mandated to issue operational licenses to power plants, review and
approve tariffs of licensees, and propose the end-user tariffs to the government. Since no new plants have been set up for
a long time in Mongolia, the ERC does not have hands-on experience in setting electricity and heating tariffs that would
allow an adequate return on new investments and promote energy-efficient practices in the sector. This is a critical
capacity gap that may undermine investments in new plants. With the large proposed investments in two CHP plants, this
need has become more urgent.
Das ist doch mal eine schöne Zusammenfassung:
In our opinion the following events can cause the market to re-rate the company valuation:
1.§Announcement of strong margins for existing coal sales to Mongolian industrial customers;
2.§Successful entry into coal market in Buryatia, Russia;
3.§Successful entry into coal market of Mongolia residential areas;
4.§Seaborne coal price increases;
5.§Opening of Mongolian-Russian border crossing Zeltura;
6.§Approval from Mongolian Government of the concession agreement, PPA and tariff proposal;
7.§Signing of the PPA with significant industrial customer in Mongolian;
8.§Formation of the joint-venture with strategic investors;
9.§Progress with the power plant project financing;
10.§Start of power plant construction.
passt doch oder was meinst Du? Am Status quo Signing PPA & Concession Agreement hat sich nichts verändert.
(Ich warte ja auch - immernoch - auf die Bauholz und Zementlieferung ;-)
Ich sehe es so:
Auf die Russen hagelt es an Sanktionen, ob berächtigt oder nicht das sei dahingestellt.
Aber die Russen brauchen Geld und die werden alles was sie exportieren verteuern müssen, u.a. der Strom an die Mongolen und ich hoffe das dieser Preisanstieg sie wachrütellt und sie sich für die errichtung der KKW entscheiden.
Aber, weiß mans?
Orignal Seite:
http://www.rosgranitsa.ru/ru/agency/structure/ugpsogg/news/5630
Brauchen Erneuerungsbewegung durch Checkpoints Zheltura - Zelter mit der Entwicklung an der mongolischen Seite von Kokskohle Kaution Ulan Ovoo Kohleversorgung und der Aussicht auf die russische Seite verbunden
.Derzeit ist die Arbeit an der Rekonstruktion der russischen Checkpoint Zheltura Gange. Es besteht die Notwendigkeit, eine Autobahn Checkpoint und Zelter auf mongolischer Seite zu bauen.
Wenn wir eine grundsätzliche Einigung zwischen Russland und der Mongolei auf die Eröffnung dieses Checkpoint zu erreichen, kann die Umsetzung dieser Maßnahmen in die mongolische Seiteninformationen in etwa zwei Jahren abgeschlossen sein.
die in etwa 2 Jahre sind bald vorbei. Lt PCY sollte, nach passendem Angebot, die noch fehlende Strasse in ca. 3 Monaten fertig sein.
Mongolei: glänzende Aussichten für dynamisches Wachstum
Original:
http://russiancouncil.ru/inner/?id_4=3009#top
Teil aus Übersetzung:
Wesentliche Hindernisse für die Entwicklung der Beziehungen zwischen der Mongolei und Russland sind: die Erhaltung der Visaregelung, hohe Zölle auf Waren traditionellen mongolischen Exporte nach Russland, hohe Transporttarife für die Durchfuhr von Waren durch das Hoheitsgebiet der mongolischen Russisch, komplexe bürokratische Verfahren für die Zulassung, Registrierung von Geschäftstransaktionen, Zollkontrolle
sind die Probleme alle gelöst kann es für Prophecy losgehen. PCY steht in den Startlöchern.
http://mad-intelligence.com/...il-the-city-will-not-lack-electricity/
Can you talk about development projects underway in provinces?
The government developed big projects to supply the provinces with heat and electricity. The government made a decision to build thermal power plants in eight provinces. I have met with the administration of these provinces. This month contracts will be made and real work will start from May. By 2015, their constructions will be done.
Which provinces were chosen?
The provinces with projects for thermal power plants are Khentii, Dundgovi, Uvurkhangai, Arkhangai, Govisumber, Bayankhongor, Zavkhan and Govi-Altai
zur Erinnerung Chandgana liegt in der Region khentii
Ist hier unser Projekt gemeint? :)
Lassen wir uns mal überraschen.
http://www.ackerwaldundwiese.de/...0-ha-ackerbau-in-der-mongolei.html
Aber natürlich meinte Herr M.Sonompil das Chandgana Projekt und nicht meines :)
trotzdem interessante Zusammenfassungen zum Kohle und Strommarkt in der Mongolei
z.b.:
Maximum current import capacity from Russia of 255 MW is expected to be reached (IEEJ, 2012); however, increased imports from Russia are not considered an option for
Figure 17: Mongolia’s Energy Demand in the CES and South Gobi Areas (IEEJ, 2012)
meeting demand as the Mongolian government is concerned about supply security risks attached to reliance on Russian imports as well as the increased expense of Russian electricity.
oder
Electricity Sales Price ($/kWh) $0.094
oder
Additionally, electricity prices for mines will rise up to 30 percent according to Mongolia’s Energy Regulatory Commission,
Thermal coal from Prophecy Coal’s Ulaan Ovoo mine, 420 km NNW of
Ulaanbaatar, has previously been exported to Russia and will resume
under two export contracts with a buyer in Russia’s Buryatia region. Coal
deliveries of 5,000 tonnes per month will be exported through Northern
Mongolia’s Sukhbaatar rail station in November, 2013 (Dodson, 2013). It
may be possible to realize higher prices for Mongolian coal by exporting to
Japan and Korea, or other international markets; but, this would depend
on the price of rail freight through China or Russia.
http://www.epa.gov/cmop/docs/...0Coal%20Mongolia%20Baganuur%20PFS.pdf
...
Mongolia’s coal market is growing rapidly, ensuring demand for Baganuur’s
coal. Mongolia produced over 31 million tonnes of coal in 2012,
more than tripling production since 2008 (EIA, 2013). Mongolia’s
energy needs are met primarily by coal; seven coal-fired combined heat
and power plants produce 829 MW of 1,062 MW installed capacity.
The market for Baganuur’s coal, specifically, is guaranteed as Baganuur
currently provides 70 percent of coal required to operate power plants in
Ulaanbaatar (Mongolia Mining Journal, 2013). Mongolia is also a significant
coal exporter, with most exports supporting China’s steel industry,
and other exports to Russia.
Mongolia’s total electricity demand is expected to reach 1,375 MW in
2015 due to Mongolia’s rapidly developing mining-based economy and
urbanization acceleration. Mongolia’s main electricity grid is the CES
which covers 80 percent of Mongolia’s electricity supply and includes five
coal-fired power plants and an interconnection with Russia for import of
electricity, utilized during peak load periods.
Mining accounts for 40 percent of Mongolia’s energy consumption, and
electricity prices for mining companies that tap into the CES will rise by as
much as 30 percent according to Mongolia’s Energy Regulatory Commission
(Kohn, 2013). Electricity demand has increased at an average annual
rate of 2.9 percent since 2005, a trend that is expected to continue through
2020.
Baganuur is perfectly situated geographically and with grid connections to
provide additional, CMM-fueled electricity to the CES. The government
has designated the Baganuur area to develop into an educational and
technology center and electricity demand in the area is expected to grow
rapidly. Production of clean energy from CMM in Baganuur would allow
the mine to displace dependence on coal-fired electricity and provide
much needed electricity to the local area or the CES grid. It would also reduce the pollution arising from coal-fired power generation.
...
8. Energy Markets
8.1. Coal Market
Mongolia has estimated coal resources of 173.3 billion tonnes (MRAM,
2013) with proved coal reserves of 12.2 billion tonnes, including 2 billion
tonnes of coking coal and 10.1 billion tonnes of thermal coal (IEEJ, 2012)
in over 370 deposits and occurrences in 15 different basins. Over 40
companies are involved in Mongolia’s coal production, including wholly
state-owned Erdenes Tavan Tolgoi, partly state-owned Baganuur and
Shivee Ovoo, as well as national and foreign invested private sector
companies such as Energy Resources LLC, Tavan Tolgoi JSC, MAK LLC,
Qinhua-MAK-Naryn Sukhait LLC, Southgobi Sands LLC, and MoEnCo LLC.
Mongolia produced over 31 million tonnes of coal in 2012, more than
tripling production since 2008 (EIA, 2013). Mongolia’s energy needs are
met primarily by coal; seven coal-fired combined heat and power plants
produce 829 MW of 1,062 MW installed capacity. Baganuur currently
provides 70 percent of coal required to operate power plants in Ulaanbaatar
(Mongolia Mining Journal, 2013). Mongolia’s total electricity
demand is expected to reach 1,375 MW in 2015 due to Mongolia’s rapidly
developing mining-based economy and urbanization acceleration. Mining
companies account for 40 percent of Mongolia’s total electricity consumption
(Kohn, 2013). Mongolia’s domestic coal demand is expected to rise
significantly with increased power demand; however, most coal will still
be exported. Mongolia consumed only 10 million tonnes of 2012 coal
production.
In 2009 it was reported that almost all of Mongolia’s exported coal went
to China (Liu, 2012). China’s domestic coal production and transport
capacity has strained to keep pace with demand in recent years and as
a result, China has been transformed from a net coal exporter into the
world’s largest importer, with net imports reaching 168 million tonnes, or
4.8 percent of total consumption on a physical quantity basis, and over 5
percent on a heat value basis in 2011. China has historically produced its
own coking coal; however, growing demand for coking coal due to a rapid
increase in steel production has led to demand for imports from Australia
and Mongolia. In 2008, Mongolia supplied over half of China’s coking coal
imports and maintained its position as top exporter until the first half of
2013, when Mongolia’s exports of coking coal to China fell by 36 percent
while Australia’s doubled. Despite the shorter distance to China’s steel
mills, Mongolian coal must be trucked to the Chinese border increasing
the cost compared to Australia’s seaborne coal. It is expected that installation
of a railway will increase the competitiveness of Mongolia’s coal in
China (Ng, 2013).
Though thermal power generation has been the most important driver
for coal 25 industry expansion in China, accounting for approximately half of total consumption in recent years, imports are consumed primarily in
the southern and eastern coastal cities. Thus the market for exports of
thermal coal from Mongolia to China is not as significant, and will depend
on the particular grades of coal, the costs of transport, and the prices of
coal and electricity in China.
Thermal coal from Prophecy Coal’s Ulaan Ovoo mine, 420 km NNW of
Ulaanbaatar, has previously been exported to Russia and will resume
under two export contracts with a buyer in Russia’s Buryatia region. Coal
deliveries of 5,000 tonnes per month will be exported through Northern
Mongolia’s Sukhbaatar rail station in November, 2013 (Dodson, 2013). It
may be possible to realize higher prices for Mongolian coal by exporting to
Japan and Korea, or other international markets; but, this would depend
on the price of rail freight through China or Russia.
Exporting electricity to China is another option for utilization of Mongolian
thermal coal. The Mongolian Government has sought to develop a 3,600
MW power plant and transmission line at Shivee Ovoo to export electricity
to China (World Bank, 2009) with a memorandum of understanding with
China’s State Grid Corporation (IEEJ, 2012). Additional plants could be
profitable as it may be cheaper to export coal as electricity rather than by
rail freight.
8.2. Electricity Market
Mongolia’s installed power capacity is 1,062 MW, most of which is
provided by coal (see Figure 16); however, only 836 MW (80 percent)
is available due to aging power plants operating below design capacity.
Mongolia’s electricity transmission network connects approximately 70
percent of the country’s population, but is considered unreliable, fraught
with frequent blackouts occurring in major cities due to aging infrastructure
(IEEJ, 2012). Mining accounts for 40 percent of Mongolia’s energy
consumption, and electricity prices for mining companies that tap into
Mongolia’s Central Electricity System (CES) will rise by as much as 30
percent according to Mongolia’s Energy Regulatory Commission (Kohn,
2013). Electricity demand has increased at an average annual rate of 2.9
percent since 2005, a trend that is expected to continue through 2020.
Mongolia’s main electricity grid is the CES which covers 80 percent
of Mongolia’s electricity supply and includes five coal-fired power plants and an interconnection with Russia for import of electricity. It has
a basic transmission grid of 220 kV and 110 kV over head transmission
lines (OHTL). A 220 kV ring system connects the principal generation and
load centers of Ulaanbaatar, Darkhan and Erdenet and additional 220 kV
connections with load centers of Baganuur and Choir. The Baganuur substation
is linked with Power Plant #4 in Ulaanbaatar by a 220 kV two circuit
OHTL approximately 130 km long. During peak load periods, electricity is
imported from the Russian Federation in order to meet and regulate electricity
demand of the system (Prophecy, 2013). Maximum current import
capacity from Russia of 255 MW is expected to be reached (IEEJ, 2012);
however, increased imports from Russia are not considered an option for meeting demand as the Mongolian government is concerned about
supply security risks attached to reliance on Russian imports as well as the
increased expense of Russian electricity. Figure 17 shows the expected
increase of energy demand in the CES and South Gobi Areas.
Baganuur is perfectly situated geographically and with grid connections to
provide additional, CMM-fueled electricity to the CES. As the Baganuur
area develops into an educational and technology center, electricity
demand in the area is expected to grow rapidly. The Government of
Mongolia issued Resolution 367 in 2011 to construct a university campus
in Baganuur. The campus and associated town infrastructure are to be
built on a footprint of 20,000 hectares (Figure 18) (Info Mongolia, 2013). Production of clean energy from CMM in Baganuur would allow the mine
to displace dependence on coal-fired electricity and provide much needed
electricity to the local area or the CES grid.
Mongolia’s mineral resources are federally owned and administered
through the Ministry of Mining (MOM). MRAM and the Petroleum
Authority are implementing agencies under the MOM, and are charged
with responsible development of mineral and petroleum resources
through licensure, and the enforcement of regulations governing devel-opment. MRAM is responsible for development of minerals such as coal
under the Minerals Law (2006), and the Petroleum Authority, under
authority of the Petroleum Law (1991), which governs the production of
liquid and gaseous hydrocarbons. To date there has been no commercial
CBM or CMM activity; however, there have been CBM exploration and
Production Sharing Contracts (PSC) such as that entered into by Storm Cat
Energy with the Petroleum Authority in 2004. Storm Cat Energy explored
for CBM both near Ulaanbaatar (Tsaidam block area) and in the South
Gobi region near the present Naryn Sukhait surface coal mine (SEC, 2005).
No exploration or PSC have been negotiated for resources distinguished
as CMM; however, members of the MRA have indicated that there are
regulations which require coal lease holders to not only assess the value
of coal within their leasehold, but also estimate the methane resources
associated with coal and surrounding strata.
Both the Minerals Law and the Petroleum Law are being revised. A revised
draft of the Minerals Law was published in December, 2012. The Minister
of Mining submitted the renewed draft bill of the Petroleum Law to parliament
in June 2013.
Though previous CBM activity, such as that conducted by Storm Cat
Energy,has been managed by the Petroleum Authority of the MOM, the
Ministry of Energy (MOE) claims rights relating to granting permission for
research and exploration of methane resources. The primary focus of the
MOE is supply and distribution of energy. It includes a Fuel Policy Group
that is concerned with CBM development CBM research and asserts that
CBM exploration must be permitted through the MOE. In 2010, Korean
Gas concluded an agreement for joint research and exploration to develop
CBM in Mongolia with the MOE (KOGAS, 2010). Uncertainty regarding the
legal framework surrounding CMM leasing could be challenging to project
developers.
Despite undeveloped CMM exploration and licensing policies, Mongolia
has several laws and resolutions that favor foreign investment in CMM
projects. For instance, under the 1993 Law on Foreign Investment, an
investor may request a stability agreement providing the investor a legal
guarantee for a stable fiscal environment and protection from changes in
taxation policy for 10 to 15 years. In addition, Parliament Resolution #140
(June 2001) includes oil and gas production and pipeline construction as “favored industries” for foreign investment. Mongolia’s Department
of Fuel Regulation Policy has outlined various development goals which
include extraction of petroleum products from coal (Ganbaatar, 2005).
Mongolia’s tax policy also appears to be favorable towards CMM project
development. Materials and equipment necessary to conduct petroleum
operations that are imported by contractors are exempt from customs
taxes, value added taxes, and excise taxes. Contractors’ earnings from
petroleum shares are exempt from income taxes.
Ulaanbaatar /MONTSAME/ Mongolia's government said it intends to submit two bills to parliament that could stimulate its mining sector and stoke investment, reported on bloomberg.com, April 21.
The first bill would annul a June 2010 law suspending the issue of new exploration licenses, providing opportunities for companies to explore deposits that include coal, copper and gold, according to the government's website, citing a meeting on April 19. The second would amend guidelines applied to a July 2009 law on rivers and forests, to allow mining in areas previously off-limits due to environmental concerns.
The changes could provide an economic lift to a country where foreign investment fell 54 percent last year and economic growth slipped to 11.7 percent from 12.4 percent in 2012. Investment has been affected by a high-profile spat with Rio Tinto Group over the Oyu Tolgoi copper and gold deposits it shares with the government, as well as laws put in place during the mining boom of 2009 to 2011 to curb environmental damage and corruption.
"The government encouragement of exploration will help with the economic recovery," said B.Munkhdul, head of market intelligence firm Cover Mongolia. He added that the lifting of the ban on new exploration won't have an immediate impact as licensing will need to go through a tender process.
The changes proposed to the law governing rivers and forests access would re-validate mining licenses issued in these areas prior to 2009, as long as companies abide by rules to protect the environment, according to the government.
The earliest the bills could be passed by parliament is mid-May, said B.Munkhdul, assuming that they don't get stuck at the committee stage. "That is the best case scenario," he said. "The laws could get stalled amid heated debates."
Apr 25/14 Apr 23/14 Igata, Masateru Indirect Ownership Common Shares without par value 00 - Opening Balance-Initial SEDI Report 1,248,217
http://www.canadianinsider.com/node/7?menu_tickersearch=pcy
Filing
Date§ Transaction
Date§ Insider Name Ownership
Type§ Securities Nature of transaction # or value acquired or disposed of Price
Apr 30/14 Apr 25/14 Lee, John Direct Ownership Warrants 11 - Acquisition carried out privately 278,283 $0.180
Apr 30/14 Apr 25/14 Lee, John Direct Ownership Common Shares without par value 11 - Acquisition carried out privately 494,725 $0.080