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Kobalt

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  1. [verwijderd] 16 december 2017 16:26

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    BMW throws fuel on cobalt price fire: 'we'll need 10x as much'

    Cobalt prices have gone ballistic in 2017 with the metal quoted on the LME touching $75,000 a tonne a week ago, a 127% surge year to date and a more than 20% jump just over the last month. Lithium carbonate prices began its run up two years ago, going from $6,100 per tonne to average above $20,000 a tonne in November this year.

    On Friday luxury vehicle maker BMW said its needs for car-battery raw materials such as cobalt and lithium will grow 10-fold by 2025. Markus Duesmann, purchasing executive for the German marque, said the company is close to signing five and 10-year supply contracts.

    BMW plans to offer 25 electrified vehicles by 2025, while VW is targeting a 300-model battery-powered lineup by 2030. “We’ve been intensively focusing on how to manage future cobalt supply for about a year now,” said Duesmann. “Before, it wasn’t clear just how quickly demand will accelerate.”

    “Before, it wasn’t clear just how quickly demand will accelerate”
    “By 2025, we’ll need up to 10 times as much of the battery raw materials than we do currently,” Duesmann said, noting that Munich-based BMW is set this year to sell a minimum 100,000 cars that are at least partly powered by the technology. “Today we are a leading manufacturer of electrified vehicles, so a 10-fold increase until 2025, for us, is enormous.”

    Volkswagen will invest more than $40 billion in the next five years as part of a push into battery-powered vehicles and autonomous-driving systems. Daimler AG is spending 10 billion euros on 10 battery models by 2022. The boom in electric cars could more than quadruple demand for cobalt to in excess of 450,000 tons by 2030 from less than 100,000 tons last year, according to Bloomberg New Energy Finance.

    “In the past three to four months, we’ve noticed that other manufacturers are seriously looking at cobalt supply,” said Duesmann. “It’s gotten more hectic and changed a lot over the past year, since so many more are looking for deals.”

    Top cobalt producer Glencore said earlier this week it's doubling its cobalt output to 63,000 tonnes by 2020. Annual production of the raw material is around 100,000 tonnes per annum with some 60% coming from the Democratic Republic of the Congo, intensifying supply fears. The Swiss-based miner and commodities traded commissioned a study to measure the impact the global shift away from internal combustion engines to an electric vehicle market would have on metal markets.

    Based on an EV market share of less than 32% in 2030, forecast metal requirements are roughly 4.1m tonnes of additional copper (18% of 2016 supply). The move away from gasoline and diesel-powered vehicles would need 56% more nickel production or 1.1m tonnes compared to 2016 and 314,000 tonnes of cobalt, a fourfold increase from 2016 supply.

    www.mining.com/bmw-throws-fuel-cobalt...
  5. [verwijderd] 18 december 2017 08:19

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    quote:

    DeZwarteRidder schreef op 16 december 2017 13:41:

    [...]
    Er zijn maar 3 bedrijven die binnen 1 tot 2 jaar gaan produceren: Katanga, Ecobalt en Artemis. De laatste 2 zijn dwergen vergeleken met de eerste.

    Van de rest weet niemand of en wanneer ze ooit misschien gaan produceren.

    Zolang de kobaltprijs blijft stijgen, gaat het goed met vrijwel alle aandelen met 'cobalt' in de naam.
    Clean TeQ knalt goed... zitten op de grootste berg in Australie...

    En niet onbelangrijk, de automerken lijken ook belang te hebben bij de arbeidsomstandigheden en stabiliteit van de aanvoer:

    www.investing.com/news/stock-market-n...
  6. Petex 18 december 2017 10:44

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    ingestapt in cobalt blue, weliswaar voorzichtig. Tevens ingestapt in focus graphite, ook interessant!
  12. forum rang 10 voda 20 december 2017 17:16

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    Copper and nickel are important element for electric cars

    Quartz reported that silvery blue metal, which is mined as a by-product of copper and nickel, is a crucial element in the lithium-ion batteries that power everything from electric cars to Apple products. This year, it has completely outshone the rest of the commodities market. The price of cobalt surged 120%, while the Bloomberg commodity index fell 4%.

    The market for cobalt has increased from about USD 4 billion last year to about USD 8 billion, according to Bloomberg. Traders and automakers are betting that consumers will increasingly switch to electric vehicles as several countries around the world try to drastically cut down carbon emissions by banning gas and diesel cars. By 2026, demand for lithium-ion batteries is forecast to grow by six or seven times the current amount, according to Benchmark Mineral Intelligence. These expectations have helped nearly all the raw materials used as components in the batteries, such as lithium and nickel, to outperform the rest of the commodities market. These materials need to be available now to meet demand for the final products, such cars, in just a few years.

    The metal’s popularity is inherently problematic. Traders suspect that there won’t be enough supply to meet demand because two-thirds of the world’s cobalt is in the Democratic Republic of Congo. Political instability and reports of child labor being used to mine the metal have seen some mining companies leave the country and try to increase the supply mined in other parts of the world, such as Canada and Australia.

    As cobalt’s price has more than doubled from the start of the year to USD 72,000 per metric tonne, some car companies are trying cut deals for a long-term supply of the metal at favorable prices. Volkswagen, which wants to be the world’s biggest producer of electric cars within a decade, found its efforts to get cheap cobalt rejected.

    Next year, prices will keep on rising, though potentially at a slower pace, said Mr Casper Rawles, an analyst at Benchmark. He said that with little standing in the way of cobalt’s upward march, the pace of gains might be determined by Glencore, which controversially brought two large mines in the Congo earlier this year. Still, any delays that Glencore encounters getting the cobalt from these mines into the market would cause big price increases.

    Source : Quartz
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  13. forum rang 10 voda 20 december 2017 20:20

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    Quantum Cobalt update on Kahuna Project
    Mining News - Published on Wed, 20 Dec 2017

    Quantum Cobalt Corp announced results from the 100% owned Kahuna and Rabbit Lake Cobalt Properties. The Kahuna and Rabbit Lake Properties lie in the famous Ontario 'Cobalt' district approximately 37km and 47km south of the town of Cobalt, Ontario respectively.

    Kahuna Cobalt Property Results
    The recent exploration program consisted of prospecting, geologic mapping and geochemical sampling. A total of 166 soil samples and 28 grab samples were collected and submitted for assay at Acme Laboratories in Timmins, ON. Eleven of the grab samples reported above 100ppm cobalt. Of the 11 samples, 9 were collected from historic development rock piles at historic workings. Grab samples are selected samples and are not necessarily representative of the mineralization hosted on the property.

    Preliminary review of results from the limited soil sampling program identifies two anomalous areas along strike of historic workings with peak values of up to 460ppm cobalt. The southeastern anomaly is approximately 150m long and is open to the southeast and northwest.

    Rabbit Lake Cobalt Property Results
    A recent exploration program was completed over the property, with 126 soil samples and 29 rock samples collected and submitted for assay at Acme Laboratories in Timmins, ON. Peak results in soil samples included 319.9ppm cobalt and 0.31 g/t gold.

    The historic occurrence on the shoreline of Rabbit Lake is believed to now occur below water level, but mineralisation within structures as well as elevated cobalt in soil samples is observed in the immediate vicinity.

    Interestingly, the soil samples identified another anomalous zone further south along strike from the historic occurrence. Following these results, additional field work and investigation will be conducted in the spring.

    Source : Strategic Research Institute
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  14. [verwijderd] 22 december 2017 09:36

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    quote:

    Petex schreef op 18 december 2017 10:44:

    ingestapt in cobalt blue, weliswaar voorzichtig. Tevens ingestapt in focus graphite, ook interessant!
    cob gaat wel aardig he:-)
  15. Petex 22 december 2017 09:55

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    jazeker, maar bekijk het voornamelijk lange termijn..... Artemis sta ik onder water, misschien bijkoop moment, maar ik lees even verder wat de verwachting is qua kobalt en nikkel. Ik overweeg ook in Atlas Iron te stappen voor lange termijn ivm lithium ontwikkelingen bij dit bedrijf.
    Succes!
  16. [verwijderd] 22 december 2017 10:11

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    quote:

    Petex schreef op 22 december 2017 09:55:

    jazeker, maar bekijk het voornamelijk lange termijn..... Artemis sta ik onder water, misschien bijkoop moment, maar ik lees even verder wat de verwachting is qua kobalt en nikkel. Ik overweeg ook in Atlas Iron te stappen voor lange termijn ivm lithium ontwikkelingen bij dit bedrijf.
    Succes!
    ik had aardig wat cob en al laag gekocht dus wat winst genomen na snelle stijging.

    En daarvan extra clean teq gekocht.

    Artemis en novo niet in bezit,vind dat er teveel tegenstrijdige meningen zijn door de mining experts en moeilijk inteschatten wie er nu gelijk hebben of niet.

    Zelfde vind ik van GGI.

    iedere zn mening natuurlijk.

    S6.

  17. forum rang 10 voda 27 december 2017 14:25

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    Electric car batteries sparked a cobalt frenzy in 2017

    Cobalt left other metals in the dust this year, driven by demand from electric carmakers such as Tesla. But with new supply coming online and high prices likely to spur substitution and recycling, the market for the key battery component could prove choppier next year.

    Here are five themes that will capture the market’s attention in 2018.

    Record prices
    After prices more than tripled in the past two years, cobalt has become a valuable prize for the handful of miners producing it at scale. The global market has increased from about $4bn (£2.9bn) a year at the end of 2016 to about $8bn now, and is roughly equal in size to the tin market.

    But cobalt could be set to level out in 2018. BMO Capital Markets sees prices averaging to between $68,200 (£51,000) a tonne and $72,000, as Glencore and Eurasian Resources Group ramp up major new projects in 2018 and 2019.

    New supply
    Because cobalt’s mainly mined as a byproduct of copper and nickel, higher prices don’t tend to stimulate new supply in the way they would in other commodity markets. But with cobalt delivering major windfalls, producers are doing their best to ramp up output.

    The larger-than-expected expansion at Glencore’s Katanga project, in particular, looks set to delay the onset of a shortage that many analysts see emerging as usage in electric vehicles starts to spike towards the end of the decade.

    Mr George Heppel, a consultant at CRU Group said that “Katanga changes our view on cobalt over the medium term. The researcher has changed its forecast for 2019 from a market deficit to a surplus. At the same time, few greenfield projects are likely to make it to production in the foreseeable future. “We’ve got a database tracking about 400 potential cobalt projects, but at this stage there are only about three that we’re taking seriously.”

    Supply contracts
    That’s likely to leave cobalt consumers nervous about long-term supplies. Glencore boss Ivan Glasenberg confirmed the miners are already in talks with buyers, including Tesla and Volkswagen, and those negotiations are likely to progress with urgency next year as the carmakers move forward with ambitious plans to roll out mass-market electric vehicles.

    Demand from carmakers in China also looks set to rise amid a surge in electric vehicle sales. Orders for battery-powered cars were up 51 per cent at 609,000 in the first 11 months of the year, and Bloomberg New Energy Finance says sales could surpass one million next year, almost equal to this year’s global total.

    Carmakers hunting long-term supplies may be more willing to link sales to floating spot prices. Volkswagen asked producers to supply cobalt at a fixed price in a long-term tender in September but has since relaxed its demand, according to people familiar with the matter.

    Easing sales constraints may help bridge the divide between consumers wanting long-term supply and miners worried about leaving money on the table. “There are a lot of customers who want to lock in a supply but, naturally, we will keep the price floating,” Mr Glasenberg said on an investor call.

    Next year could also be a critical one for the London Metal Exchange (LME) as it seeks to tap the boom in electric cars to boost usage of its contracts. Trading volumes are growing, but so are concerns about the provenance of cobalt in its global warehouse network. The LME has asked suppliers to detail their efforts to avoid exposure to cobalt from artisanal mines in the Democratic Republic of Congo that often rely on child labour. The impoverished African nation supplies about two-thirds of the world’s cobalt.

    Recycling and substitution
    Carmakers are looking for ways to use less cobalt because of soaring prices, Colin Hamilton, managing director for commodities research at BMO Capital Markets, said by phone from London. “Battery chemistry won’t change overnight but given how the price has moved, carmakers are definitely going to be leaning on the battery industry to push substitution.”

    At the same time, recycling firms will be looking to recover more cobalt from used batteries. Cobalt from lithium-ion batteries could reach 22,500 tonnes in 2025, up from 8,700 tonnes in 2017, according to Creation Inn a London based research firm focused on energy storage and recycling.

    Source : Independent
  18. Petex 1 januari 2018 16:56

    • Petex

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    Ook voor dit draadje de beste wensen!
    Ben zeer benieuwd, maar je leest toch steeds meer analisten die mining bedrijven en dan zeker kobalt, als "must have" in je portefeuille.
    Ook ik verwacht in 2018 een draai van de koersen snel oplopend naar boven, doch zeker als we het sneeuwbaleffect gaan krijgen van geïnteresseerde beleggers.
    Ik heb inmiddels al wat bedrijfjes in portefeuille, maar heb er zeker voor komende weken wat op mijn verlanglijstje staan!
    Succes!
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