Quelle: EIA
Samstag, 6. August 2016
Erdgas-Nutzung zur Strom-Erzeugung erreicht neues Rekordhoch
Nach der jüngsten Analyse der EIA befindet sich die Erdgas-Verwendung zur Energieerzeugung auf einem Rekordhoch. Im Juli 2016 wurden zum ersten Mal in der Geschichte gigantische 40 Milliarden Kubikmeter Gas pro Tag verwendet..
USA, Kapitalmarkt: Dividenden-Aktien schlagen langjährige Anleihen
Selbst die durchschnittliche Dividenden-Rendite im Leitindex S&P 500 ist jetzt wesentlich höher als die Rendite der 10-jährigen, amerikanischen Staatsanleihen. So können Sie davon ausgehen, dass weitere Investoren den Anleihe-Markt verlassen und in (dividendenstarke) Aktien investieren..
Quelle: usfunds.com
China: Unternehmen halten rekordhohe Bargeldbestände
Im Hinblick auf die enormen Cash-Holdings der chinesischen Firmen ist mit einer Fortsetzung der globalen M&A-Aktivitäten zu rechnen. Viele chinesische Unternehmen haben sich auch wegen den zahlreichen Unsicherheiten und erheblichen Marktverwerfungen ein ordentliches Finanzpolster verschafft..
Quelle: bloomberg.com
Goldminen vs. Gold: HUI/Gold Ratio verteidigt starken Aufwärtstrend
Das große Comeback der Goldminen wird durch den sehenswerten Verlauf des HUI/Gold Ratio (HUI = Renommiertester Goldminen-Index mit Produzenten ohne Hedges) untermauert. Im Hinblick auf den Langfrist-Chart ist noch sehr viel Potential vorhanden..
Quelle: stockcharts.com
Quelle: stockcharts.com
Freitag, 5. August 2016
Leitmarkt erreicht neuen Meilenstein: Amerikanische Aktien-Indizes markieren neue Rekordstände
Die Mega-Hausse am amerikanischen Aktienmarkt geht weiter. Der Dow Jones, S&P 500 und der Nasdaq Composite schließen diese Woche auf neuen Rekordständen. Die Luft wird zunehmend dünn - nicht nur im Hinblick auf die fundamentalen Bewertungen und Gewinnerwartungen. Ansonsten nährt die Hausse bekanntlich die Hausse. Daneben befeuern die Zentralbanken (Globales Rekord-QE) und das historische Niedrigzinsumfeld die Kapitalmärkte weiterhin mit Unmengen an Liquidität..
Quelle: stockcharts.com
Quelle: stockcharts.com
Quelle: stockcharts.com
Emerging Markets vs. S&P 500: Gap nähert sich Rekordständen
Während die amerikanischen Aktien-Indizes in den letzten Jahren von Rekordhoch zu Rekordhoch jagen, zeigen die Aktienkurse in den Emerging Markets seit langer Zeit nach unten. Die Kurslücke der EM-Aktien zum amerikanischen Leitindex S&P 500 steht knapp unter dem Rekordhoch..
Quelle: bloomberg.com
USA, Energiemarkt: Aktive Öl- und Gas-Bohrgeräte ziehen weiter an
In den USA ziehen die aktiven Bohrgeräte bereits die 6. Woche in Folge an. Das ist der längste Anstieg seit 2014. Damit trotzen die Öl- und Gas-Firmen erneut dem jüngsten Einbruch bei den Ölpreisen..
Quelle: zerohedge.com
Wealth Minerals mit Meilenstein-Deal: Akquisition im führenden Lithium-Salar in Chile
Wealth Minerals (V.WML) sichert sich ein signifikantes Landpaket in der renommiertesten Lithium-Förderregion in Chile. Wealth's neue Konzessionen werden direkt an SQM und Rockwood angrenzen, welche in dieser Top-Region sehr profitabel 100% des Lithium-Angebots in Chile bereitstellen..
Wealth Signs LOI for Option to Acquire Atacama Project, Salar de Atacama, Chile
August 04, 2016
Increases Chilean Lithium Projects Area to Over 50,000 Hectares
Vancouver, British Columbia: Wealth Minerals Ltd. (the “Company” or “Wealth”) - (TSXV: WML; OTCQB: WMLLF; SSE: WMLCL; Frankfurt: EJZ), announces that it has executed a Letter of Intent (the “LOI”) dated August 2, 2016 to enter into an option agreement giving it the right to acquire a 100% royalty-free interest in 144 exploration concessions (the “Concessions”) referred to as the “Proyecto Atacama Lithium” and located in the Atacama Salar in Region II of Antofagasta, northern Chile.
Henk Van Alphen, Wealth’s CEO, commented “The Atacama Salar is a premier lithium asset, which accounts for about a third of annual global lithium production. Chile is a great mining jurisdiction and we are delighted to be a part of that country’s burgeoning lithium industry. Wealth’s position in Atacama will firmly place the Company in an exclusive peer group and the team looks forward to exciting times as we advance the Atacama and Trinity Projects..”
Wealth Signs LOI for Option to Acquire Atacama Project, Salar de Atacama, Chile
August 04, 2016
Increases Chilean Lithium Projects Area to Over 50,000 Hectares
Vancouver, British Columbia: Wealth Minerals Ltd. (the “Company” or “Wealth”) - (TSXV: WML; OTCQB: WMLLF; SSE: WMLCL; Frankfurt: EJZ), announces that it has executed a Letter of Intent (the “LOI”) dated August 2, 2016 to enter into an option agreement giving it the right to acquire a 100% royalty-free interest in 144 exploration concessions (the “Concessions”) referred to as the “Proyecto Atacama Lithium” and located in the Atacama Salar in Region II of Antofagasta, northern Chile.
Henk Van Alphen, Wealth’s CEO, commented “The Atacama Salar is a premier lithium asset, which accounts for about a third of annual global lithium production. Chile is a great mining jurisdiction and we are delighted to be a part of that country’s burgeoning lithium industry. Wealth’s position in Atacama will firmly place the Company in an exclusive peer group and the team looks forward to exciting times as we advance the Atacama and Trinity Projects..”
Figure 1: Wealth’s newly acquired Atacama Project. SQM and Albemarle
both produce lithium carbonate from concessions held by CORFO.
both produce lithium carbonate from concessions held by CORFO.
Quelle: wealthminerals.com
Figure 2: Wealth’s total current lithium project position in northern Chile: the Atacama and Trinity Projects
Quelle: wealthminerals.com
Schweizer Nationalbank (SNB) kauft massiv amerikanische Aktien zu
Die massiven Verzerrungen der globalen Kapitalmärkte durch die gigantischen Interventionen und Aktivitäten der Zentralbanken gehen in die nächste Runde..
Quelle: SNB, zerohedge.com
Donnerstag, 4. August 2016
Interview mit Erfolgsunternehmer Paul Matysek über Tesla, den Lithium-Markt und Lithium X
Paul Matysek, Chairman von Highflyer Lithium X (V.LIX) gibt informative Einblicke - credit to FMT:
Quote:
Energie für die Zukunft: Nevada-Explorer Lithium X startet an der TSX-Venture
Die Aktie der neuen Firma Lithium X (V.LIX) startet mit einem Kursfeuerwerk an der kanadischen TSX-Venture Börse und legte gestern in der Spitze fast 300% zu (Link)..
Quelle: stockcharts.com
Energie für die Zukunft: Nevada-Explorer Lithium X startet an der TSX-Venture
Die Aktie der neuen Firma Lithium X (V.LIX) startet mit einem Kursfeuerwerk an der kanadischen TSX-Venture Börse und legte gestern in der Spitze fast 300% zu (Link)..
Nach BrExit: Bargeld-Bestände der Briten steigen massiv an
Die Unsicherheit der britischen Bevölkerung spiegelt sich auch bei der Entwicklung der Bargeldbestände wieder:
Quelle: zerohedge.com
Südkorea: Exporte weiter rückläufig
Nicht nur in China schwächeln die Exporte seit einigen Monaten. Auch in Südkorea ist ein klarer Abwärtstrend erkennbar..
Quelle: bloomberg.com
Lithium-Markt: Glänzender Nachfrage-Ausblick
Hierzu ein aktueller Bericht auf Mining.com:
Lithium could be the new gasoline as Tesla stokes demand
Struggling with toxic air pollution levels, China is looking to alternative fuels with renewed urgency. Battery grade lithium prices have spiked in the country since 2015, with the domestic rate of electric vehicle production reaching 37,000 units through May; its highest point in the year so far according to the latest reports. The appetite for electric vehicles is one that is being increasingly endorsed by government authorities as subsidies and tax breaks are hastily introduced to offset the more expensive retail prices. Bloomberg estimates that 35% of light vehicles sold will be electric by 2040, generating a battery market worth a projected US$250 billion.
With the swell of recent battery orders, lithium prices climbed another 5.5% through June 2016. Panasonic, a leading provider in the industry, predicts that it will double battery sales by 2020. Data from Benchmark Mineral Intelligence showed a concurrent demand story: Lithium prices are up 43% so far this year, while the cost of intermediate refining product, lithium carbonate, jumped 4.3% through June 2016. Analyst expect prices to continue inflating throughout the rest of the year as industry majors struggle to expand their lithium output and gain access to raw materials.
Tesla has invested heavily in the renewable energy source. Elon Musk’s $5 billion Gigafactory development in Nevada is only 15% completed, but the company estimates it will be able to churn out half a million electric vehicles annually by 2018..
Lithium could be the new gasoline as Tesla stokes demand
Struggling with toxic air pollution levels, China is looking to alternative fuels with renewed urgency. Battery grade lithium prices have spiked in the country since 2015, with the domestic rate of electric vehicle production reaching 37,000 units through May; its highest point in the year so far according to the latest reports. The appetite for electric vehicles is one that is being increasingly endorsed by government authorities as subsidies and tax breaks are hastily introduced to offset the more expensive retail prices. Bloomberg estimates that 35% of light vehicles sold will be electric by 2040, generating a battery market worth a projected US$250 billion.
With the swell of recent battery orders, lithium prices climbed another 5.5% through June 2016. Panasonic, a leading provider in the industry, predicts that it will double battery sales by 2020. Data from Benchmark Mineral Intelligence showed a concurrent demand story: Lithium prices are up 43% so far this year, while the cost of intermediate refining product, lithium carbonate, jumped 4.3% through June 2016. Analyst expect prices to continue inflating throughout the rest of the year as industry majors struggle to expand their lithium output and gain access to raw materials.
Tesla has invested heavily in the renewable energy source. Elon Musk’s $5 billion Gigafactory development in Nevada is only 15% completed, but the company estimates it will be able to churn out half a million electric vehicles annually by 2018..
Quelle: mining.com, BMI
China: Stahl-Produktion verharrt auf Rekordhoch
Die Chinesen fluten weiterhin den Weltmarkt mit günstigem Stahl. Die inländische Produktion hat ich in den letzten 10 Jahren mehr als verdoppelt und liegt nur knapp unter dem Rekordhoch..
Quelle: bloomberg.com
Mittwoch, 3. August 2016
Rio Tinto schlägt Gewinn-Erwartungen und fokussiert sich auf Bilanzstärkung
Der zweitgrößte Minenkonzern der Welt, Rio Tinto (RIO), kann die Analystenerwartungen im 2. Quartal schlagen - auch wenn der Firmengewinn auf den niedrigsten Stand in den letzten 12 Jahren fällt. Das war im Hinblick auf die historische Rohstoff-Baisse bereits erwartet worden.
Der Minengigant fokussiert sich weiter auf Kostenreduktionen und eine Verbesserung der Bilanzlage. Hier macht Rio Tinto sehr gute Fortschritte. So konnte die Schuldenlast in den letzten 6 Monaten weiter erfolgreich reduziert werden. Aufgrund der niedrigeren Rohstoffpreise und einem unsicheren Ausblick wird die Dividende wie erwartet angepasst..
Rio Tinto posts $US1.7b half year profit
Rio Tinto has reported a jump in half year profit to $US1.7 billion ($A2.25 billion) as the mining giant benefits from a rebound in iron ore prices over the last few months.
The main reason for a significant increase from the prior year's half year profit of $US806 million was smaller impairment charges, plus a turnaround from massive losses on US dollar movements in the prior corresponding period.
Rio Tinto's underlying profit for the six months to June 30 was down 47 per cent from a year ago to $US1.56 billion, reflecting a decline in commodity prices over the 12 months.
Revenue in the period of $US15.5 billion was down $US2.5 billion from a year ago.
Underlying earnings fell in the company's iron ore, aluminium, and copper and diamonds operations, but rose in energy and minerals.
"The credit-fuelled bounce in Chinese construction activity has had a positive impact on commodity markets in the first half of 2016, but its impact has been uneven, benefiting most steel raw materials," Rio Tinto said in a statement.
"This has pulled prices up from the multi-year lows seen at the start of the year, as markets continue to rebalance."
Analysts had expected the company to report a half year profit of $US1.5 billion.
Rio Tinto said its capital expenditure is expected to be $US4 billion in 2016 and $5 billion in 2017.
The company has maintained its full year shipment guidance of 350 million tonnes of iron ore, despite posting slightly weaker-than-expected June quarter volumes.
WEAKER PRICES DENT RIO TINTO'S UNDERYLING PROFIT
* Half year net profit of $US1.71b, up from $US806m
* Underlying earnings down 47pct to $US1.56b
* Interim dividend down 62.5 cents to 45 US cents per share
Link: https://au.finance.yahoo.com/news/rio-tinto-posts-us1-7b-062509469.html
Der Minengigant fokussiert sich weiter auf Kostenreduktionen und eine Verbesserung der Bilanzlage. Hier macht Rio Tinto sehr gute Fortschritte. So konnte die Schuldenlast in den letzten 6 Monaten weiter erfolgreich reduziert werden. Aufgrund der niedrigeren Rohstoffpreise und einem unsicheren Ausblick wird die Dividende wie erwartet angepasst..
Rio Tinto posts $US1.7b half year profit
Rio Tinto has reported a jump in half year profit to $US1.7 billion ($A2.25 billion) as the mining giant benefits from a rebound in iron ore prices over the last few months.
The main reason for a significant increase from the prior year's half year profit of $US806 million was smaller impairment charges, plus a turnaround from massive losses on US dollar movements in the prior corresponding period.
Rio Tinto's underlying profit for the six months to June 30 was down 47 per cent from a year ago to $US1.56 billion, reflecting a decline in commodity prices over the 12 months.
Revenue in the period of $US15.5 billion was down $US2.5 billion from a year ago.
Underlying earnings fell in the company's iron ore, aluminium, and copper and diamonds operations, but rose in energy and minerals.
"The credit-fuelled bounce in Chinese construction activity has had a positive impact on commodity markets in the first half of 2016, but its impact has been uneven, benefiting most steel raw materials," Rio Tinto said in a statement.
"This has pulled prices up from the multi-year lows seen at the start of the year, as markets continue to rebalance."
Analysts had expected the company to report a half year profit of $US1.5 billion.
Rio Tinto said its capital expenditure is expected to be $US4 billion in 2016 and $5 billion in 2017.
The company has maintained its full year shipment guidance of 350 million tonnes of iron ore, despite posting slightly weaker-than-expected June quarter volumes.
WEAKER PRICES DENT RIO TINTO'S UNDERYLING PROFIT
* Half year net profit of $US1.71b, up from $US806m
* Underlying earnings down 47pct to $US1.56b
* Interim dividend down 62.5 cents to 45 US cents per share
Link: https://au.finance.yahoo.com/news/rio-tinto-posts-us1-7b-062509469.html
Quelle: stockcharts.com
Quelle: stockcharts.com
Chinesischer Gold-Hunger setzt sich fort: Auslieferungen an der Goldbörse in Shanghai bleiben signifikant
Die physische Goldnachfrage im Reich der Mitte bleibt stark. Die kumulierten, physischen Gold-Auslieferungen an der Goldbörse in Shanghai nähern sich bereits der markanten Marke von 10.000 Tonnen Gold..
Quelle: goldchartsrus.com
Dienstag, 2. August 2016
Wegen Öl-Baisse: Devisen-Reserven von Saudi-Arabien schmelzen weiter
Eindrucksvoller Chart, der den signifikanten Einbruch der Devisen-Reserven des weltgrößten Öl-Exporteurs aufzeigt. Neben Saudi-Arabien leiden auch viele andere Länder wie bspw. Russland und Venezuela erheblich von der Baisse bei den Energierohstoffen. Doch die Förderung will keiner der großen Spieler kürzen..
Quelle: Saudi Arabian Money Agency, bloomberg.com
Neues Interview mit Branchen-Experte und Geologe Brent Cook
Das Video wurde auf der jüngsten Sprott Natural Resource Conference in Vancouver aufgezeichnet. Hauptthema im Interview ist einmal mehr der Goldminen-Sektor. Wie immer hörenswert:
Quelle: Minaurum Gold, Sprott
Montag, 1. August 2016
Lithium-Markt: Australische Firmen ergattern sich Pole Position
Hierzu ein informativer Artikel - credit to NAR:
Australian lithium miners in pole position as price nears sweet spot
GEOFF HISCOCK, Contributing writer
Haul trucks at Talison Lithium's Greenbushes mine in Western Australia (Courtesy of Talison Lithium)
SYDNEY -- Australia lithium miners are in prime position to benefit from a price surge for the soft light metal this year, as industrial users in China, Japan and South Korea rush to shore up their supply chains for vital materials to make electric vehicle batteries, home energy storage systems and consumer electronic devices such as smartphones.
Benchmark "battery grade" lithium carbonate that was selling for $5,000 to $6,000 a metric ton nine months ago reached $8,500 in June, and Australian producers expect prices to reach as high as $10,000 later this year.
Lithium is sourced either from lithium-bearing minerals such as spodumene -- known as hard-rock mining -- or from brine deposits via evaporation. After concentrating and processing into lithium carbonate or lithium hydroxide, various lithium chemicals are produced for use in batteries, ceramics, glass, lubricating greases, thermoplastics and pharmaceuticals..
Australian lithium miners in pole position as price nears sweet spot
GEOFF HISCOCK, Contributing writer
Haul trucks at Talison Lithium's Greenbushes mine in Western Australia (Courtesy of Talison Lithium)
SYDNEY -- Australia lithium miners are in prime position to benefit from a price surge for the soft light metal this year, as industrial users in China, Japan and South Korea rush to shore up their supply chains for vital materials to make electric vehicle batteries, home energy storage systems and consumer electronic devices such as smartphones.
Benchmark "battery grade" lithium carbonate that was selling for $5,000 to $6,000 a metric ton nine months ago reached $8,500 in June, and Australian producers expect prices to reach as high as $10,000 later this year.
Lithium is sourced either from lithium-bearing minerals such as spodumene -- known as hard-rock mining -- or from brine deposits via evaporation. After concentrating and processing into lithium carbonate or lithium hydroxide, various lithium chemicals are produced for use in batteries, ceramics, glass, lubricating greases, thermoplastics and pharmaceuticals..
Performance-Übersicht der wichtigsten Anlageklasse im Juli 2016
Neben Silber (Top-Performer YTD) erlebten im Juli 2016 vor allem europäische Aktien eine Gewinn-Rally. Währenddessen verbuchten Energierohstoffe und Soft Commodities deutliche Verluste.
Hierzu eine informative Performance-Übersicht - credit to DB & ZH:
Hierzu eine informative Performance-Übersicht - credit to DB & ZH:
Quelle: Deutsche Bank, zerohedge.com
"Big Oil" unter Druck: Chevron erleidet erneuten Gewinneinbruch, historische Verlustserie für den Ölmulti
Der zweitgrößte amerikanische Ölproduzent Chevron (CVX) verbucht ein sehr schwaches 2. Quartal. Es ist bereits der 3. Quartaslverlust in Folge für den Ölmulti:
Quote:
"Big Oil" im Krisen-Modus: ExxonMobil verkündet niedrigsten Gewinn seit 1999
Der größte Ölproduzent der westlichen Welt verfehlt im 2. Quartal 2016 die Erwartungen. Der Gewinn des Ölmultis ExxonMobil (XOM) bricht auf den niedrigsten Stand in den letzten 27 Jahren ein..
Quelle: bloomberg.com
Quote:
"Big Oil" im Krisen-Modus: ExxonMobil verkündet niedrigsten Gewinn seit 1999
Der größte Ölproduzent der westlichen Welt verfehlt im 2. Quartal 2016 die Erwartungen. Der Gewinn des Ölmultis ExxonMobil (XOM) bricht auf den niedrigsten Stand in den letzten 27 Jahren ein..
The Top 3 Most Visited JRB Blog Posts This Week Are..
Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood
Werfen Sie einen Blick in den informativen Wochen-Rückblick. Die kanadischen Börsenplätze sind heute aufgrund eines Feiertags (Civic Holiday) geschlossen.
The Weekly Dig
Haywood Mining Team
Gold Price Rises as U.S. Rates Unchanged and
Presidential Campaign Heats Up
§
As expected, U.S. interest rates were held
steady, as continued global economic uncertainty weighed on the minds of the
Federal Reserve’s board members. Following the announcement, a statement from
the Federal Reserve suggested a somewhat positive outlook for the U.S. economy,
stating that "near-term risks to the economic outlook have
diminished" and the job market is "improving". The Fed's
decision was not unanimous, however, as one of the 10 board members voted to
raise the rate but was outnumbered. Nevertheless, expectations of a rate hike
before the end of the year appear to be gathering momentum. The week also saw
Hillary Clinton accept the Presidential Nomination for the Democratic Party;
with both candidates now confirmed, the stage is set for a fiery campaign
leading to the November election. On the back of both announcements, and worse
than expected GDP numbers, the price of gold gained 2% for the week and
finished at $1,357 per ounce. Gold equities rose accordingly, with the
S&P/TSX Global Gold Index regaining much of the losses incurred nsince
hitting a multi-year high of 277 on July 11. The Index rose 7% for the week.
Meanwhile, the S&P/TSX Venture Composite Index continued its steady rise
towards the 800 mark, up 3.5% to finish at 796 on Friday. Silver, Platinum and
palladium were also higher, finishing at $20.40 (á3.5%), $1,148 (á5.7%) and $709 (á3.4%) per ounce respectively. Base metals were mixed;
lead (â0.8%) was down, while copper (á0.1%), nickel (á2%) and and zinc (á0.1%) rose to finish at $2.23, $4.80 and $1.02 per
pound. WTI prices fell 7%, while the UxC Weekly Spot Price of uranium was up (á4.5%) closing at $26.13 per pound on Friday.
This report may be distributed in the following
states: nil. Otherwise, this report may only be distributed into those states
with an institutional buyer state securities registration exemption.
Quelle: stockcharts.com
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