Chart Of The Day: 30 Years Of Soccer Transfers

Neymar just smashed all previous records for crazy spending by European football soccer teams.. (Link):

Sources: transfermarkt.de, statista.de

Big Picture: Kartographierung der realen Weltbevölkerung

Spannende Map - die vor allem eindrucksvolle Informationen über die enorme Größe der asiatischen Bevölkerung liefert..

Quelle: BofA Merril Lynch GIS

Größte Abhängigkeit vom Rohstoffmarkt unter den Entwicklungsländern

Die Vereinigten Arabischen Emirate (Öl+Gas), Saudi-Arabien (Öl+Gas) und Kasachstan (Öl+Gas, Uran) nehmen die Spitzenplätze ein. Hierzu eine spannende Übersicht:

Quelle: Thomson Reuters, HSBC

Folgen der Baisse: Brasilianischer Ölriese Petrobras kürzt erneut Investitionen

Die Investitionsaufwendungen von Petrobras werden dieses Jahr weiter erheblich zurückfallen. Im Vergleich zum Rekord-Investitionsjahr 2013 wird sich die CAPEX in 2016 mehr als halbieren..

Quelle: bloomberg.com

Quelle: stockcharts.com

Folgen der Samarco-Katastrophe und Rohstoff-Baisse: Gehalt von BHP-Chef halbiert sich

Andrew Mackenzie, der Chef des weltgrößten Minenkonzerns BHP Billion (BHP), passt sein Gehalt an die anspruchsvolle Marktlage und die Verwerfungen aus dem Minenunglück in Brasilien an.

Es mehren sich zwischenzeitlich die Anzeichen, dass BHP's operatives Geschäft die Talsohle endlich durchschritten hat. Das Management drückt aber weiter kräftig auf die Kostenbremse, was sich auszahlen sollte..

Andrew Mackenzie's pay at BHP has been cut in half

SEP 21, 2016, 12:12 PM

The personal fortune of Andrew Mackenzie, the CEO of BHP Billiton, has suffered along with the rest of the mining industry.
His annual pay for 2016 was cut in half to $US2.24 million ($A2.97 million) as the world’s biggest miner posted record losses and cut dividends by three-quarters in a low commodity price world..

Link: http://www.businessinsider.com.au/andrew-mackenzies-pay-at-bhp-has-been-cut-in-half-2016-9

Quelle: stockcharts.com

Stromerzeugung in Brasilien: Wasserkraft verteidigt Spitzenplatz um Längen

Massive 70% der Stromerzeugung in Brasilien entfallen auf die Hydroenergie (Wasserkraft):

Quelle: EIA

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

Wachstum der Welt-Wirtschaft: Einfluss der Emerging Markets wächst ungebrochen weiter

Eindrucksvoller Chart, der die wachsende Dominanz der EM beim globalen GDP aufzeigt..

Quelle: reuters.com

Mining's Deepwater Horizon: Mega-Klage für BHP und Vale

Hierzu ein aktueller Bericht von Mining.com:

BHP, Vale disaster turned into mining's Deepwater Horizon

On Wednesday shares in the world's largest miner BHP Billiton (NYSE:BHP) trading in New York closed down 6.6% while top iron ore miner Vale (NYSE:VALE.P) dropped more than 5% following news out late yesterday that Brazilian prosecutors have filed a civil lawsuit for 155 billion reais (around $43 billion) against the two companies for a fatal dam burst at their Samarco joint venture in November..

Link: http://www.mining.com/bhp-vale-disaster-turned-minings-deepwater-horizon/

Quelle: dw.com

Brasilianische Energiebranche: Petrobras verkündet Rekord-Verlust

Hierzu ein aktueller Artikel von Zerohedge:

Record Loss For Petrobras As Political And Economic Crisis Worsen

Submitted by Tyler Durden on 03/23/2016 15:20 -0400

• Brazil
 
• Corruption
 
• Portugal
 
• Recession
 
• Reuters
 
• Wall Street Journal

Submitted by Nick Cunningham via OilPrice.com,

Petrobras reported a record loss for the fourth quarter, a horrendous performance that raises questions about the company’s ability to handle its mountain of debt.

The state-owned Brazilian oil company announced that it lost more than 36 billion reais in the fourth quarter, or more than USD$10 billion, a 40 percent increase compared to the fourth quarter of 2014. The losses were all the more staggering because the previous year’s figures were inflated due to the massive corruption scandal, which continues to bedevil the company.

The problem for Petrobras is that it has the world’s largest pile of debt, bigger than any other oil company. And that debt, much of which is priced in U.S. dollars, is becoming more expensive to service, particularly since the Brazilian real has depreciated significantly over the past year. As The Wall Street Journal notes, Petrobras’ debt has jumped to just about 800 billion reais, or about 10 percent higher than at the end of 2015, despite spending cuts..

Link: http://www.zerohedge.com/news/2016-03-23/record-loss-petrobras-political-and-economic-crisis-worsen

Quelle: stockcharts.com

BHP und Vale visieren Wiedereröffnung der Samarco-Mine in Brasilien an

Hierzu ein aktueller Beitrag von Mining.com:

BHP, Vale to reopen Samarco mine later this year

Iron ore miner Samarco, a joint venture between BHP Billiton (ASX:BHP) and Vale (NYSE:VALE), expects to restart production by the start of the fourth quarter, less than a year after a burst tailings dam killed 19 people in Brazil..

Link: http://www.mining.com/bhp-vale-to-reopen-samarco-mine-later-this-year/

Emerging Markets: Historisch hohe Kapital-Abflüsse in 2015

Bemerkenswerter Chart - credit to FT:

Quelle: FT

Emerging Markets: Kapital-Abflüsse betragen 250 Mrd. USD seit 2013

Nach einem gigantischen Hype erfolgt bei den Kapital-Anlagen in den Emerging Markets ein signifikanter Einbruch..

Quelle: reuters.com

Eisenerz: Größte Produzenten-Nationen visieren neue Exportrekorde an

Die größten Eisenerz-Exporteure der Welt (Australien und Brasilien) prognostizieren eine weitere Angebotsflut in den nächsten Jahren:

Quelle: bloomberg.com

Kartogramm der Weltbevölkerung nach höchster Bevölkerungsdichte

Das World Economic Forum publizierte eine sehr informative Weltkarte über die gewaltigen Bevölkerungsunterschiede weltweit:

Quelle: World Economic Forum

Samarco, Brasilien: Dammbruch-Unglück kleiner als prognostiziert

Nach einer ganzen Reihe von Horror-News geben die verantwortlichen Minenkonzerne BHP und Vale endlich positive Nachrichten bekannt. Hierzu ein aktueller Bericht von Mining.com:

Brazil tailings dam spill much smaller than original estimates

Frik Els | January 8, 2016

According to the latest satellite assessment by Samarco of a tailings dam burst at its Brazilian iron ore mine that devastated the country's second largest river system, the Rio Doce, the tailing waste spill was much smaller than previously determined.

BHP Billiton, which jointly owns Samarco with Vale, said in its 60-day update since the November 5 incident, the volume of tailings material released when two dams were breached was about 32m cubic metres. Initial estimates were put as high as 60m cubic metres.

Samarco also found that approximately 85% of the released tailings were retained within 85 kilometres of the Fundão dam. Samarco is undertaking several activities to stabilize the released tailings and to prevent more material from entering the river system, including constructing dikes to contain tailings and revegetation along the Gualaxo and Doce rivers.

Work to repair and reinforce the Selinha dike above the Fundão dam in the Germano complex is complete according to the statement while the company is continuing to reinforce the Santarém water dam which overflowed, but which retained some of the tailings from Fundão.

The Brazilian government announced a $5 billion civil damages lawsuit last year, but warned that "the figure is preliminary and could be raised over the judicial process, since the environmental damages of the mud’s arrival at the ocean have not yet been calculated."

The disaster in Brazil’s Minas Gerais state that killed at least 17 people and left hundreds homeless, caused sludge to wash downstream into neighbouring state Espírito Santo through remote mountain valleys reaching the Atlantic ocean 600 kilometres away..

Link: http://www.mining.com/brazil-tailings-dam-spill-much-smaller-than-original-estimates/

Wegen Samarco-Minenunglück in Brasilien: Eisenerzgigant Vale kürzt Produktionsausblick

Der weltgrößte Eisenerz-Produzent Vale wird aufgrund des Samarco-Desasters in Brasilien nächstes Jahr weniger Eisenerz produzieren können. Gestern kappte der tief gefallene Branchengigant erwartungsgemäß seine Produktionsziele..

Vale cuts iron ore forecast, as dam burst adds to low margin cutbacks

Dec 1 2015, 07:58 ET | About: Vale S.A. (VALE) | By: Carl Surran, SA News Editor

• Vale (NYSE:VALE) lowers its iron ore production forecast for next year to 340M-350M metric tons, compared with earlier guidance of 376M tons.
• The likelihood of missing guidance was flagged in July as slumping metal prices prompted efforts to lift average ore quality; since then are new reductions related to the dam collapse at its Samarco joint venture with BHP Billiton that halted output and damaged infrastructure used by another Vale mine.
• Vale, which is hosting its annual investor day event at the NYSE today, expects to produce 340M tons of iron ore this year.

Quelle: stockcharts.com

Brasilien, Samarco-Minen-Desaster: Erste Klage über 5 Mrd. USD für Vale und BHP Billiton

Neue Hiobsbotschaften brachen fast durchgehend auf die Rohstoffriesen Vale und BHP Billiton in den letzten Wochen nieder. Crashende Rohstoffpreise und ein schweres Minenunglück in Brasilien sorgten für eine scharfe Talfahrt der Aktienkurse.

Quelle: stockcharts.com

Quelle: stockcharts.com

Die zwei Branchenschwergewichte durchwandern aktuell eine der schwierigsten Zeiten der kompletten Firmen-Historie und sicher die anspruchsvollste Phase während der letzten 15 Jahre.

Jetzt wurde die erste, erwartete Mega-Klage in Brasilien bekanntgegeben..


Credit to Mining.com:

Brazil sues BHP, Vale for 'initial' $5 billion over spill

Frik Els | November 27, 2015



Screenshot from PigMine 7, via YouTube

Brazil's federal government and two states are suing Samarco, an iron ore miner jointly owned by BHP Billiton and Vale, for $5.3 billion over a catastrophic tailings dam burst that devastated the country's second largest river system, the Rio Doce.

The government attorney general announced the 20 billion real civil damages lawsuit late on Friday, but warned that "the figure is preliminary and could be raised over the judicial process, since the environmental damages of the mud’s arrival at the ocean have not yet been calculated."

The November 5 disaster that killed at least 15 people caused 60 million cubic metres of mine waste from the site in Brazil’s Minas Gerais state to wash downstream into neighbouring state Espírito Santo through remote mountain valleys reaching the Atlantic ocean 600 kilometres awayearlier this week.

Toxic materials, including arsenic, and high levels of lead, aluminum, chromium, nickel and cadmium, were found in the waters of the Rio Doce by a United Nations team and confirmed by Vale on Friday.

Vale and BHP also on Friday announced the establishment of a fund of undisclosed size to help restore the environment. Brazil's environmental watchdog earlier levied a 250 million real ($65 million) fine on Samarco.


More images from Agência Brasil Fotografias



Quote:

BHP Billiton, Vale: Two dozen missing in vast mudflow of Brazil mine disaster

Die jüngsten Kommentare zur Minen-Katastrophe in Brasilien..

Link: http://rohstoffaktien.blogspot.de/2015/11/bhp-billiton-vale-two-dozen-missing-in.html

BHP Billiton, Vale: Two dozen missing in vast mudflow of Brazil mine disaster

Die jüngsten Kommentare zur Minen-Katastrophe in Brasilien:

Two dozen missing in vast mudflow of Brazil mine disaster

MARIANA, Brazil, Nov 7 (Reuters) - Rescue teams on Saturday struggled to reach villages devastated by a massive mudflow after two dams burst at a major Brazilian mine, wreaking havoc more than 80 km (50 miles) downstream and prompting officials to warn of a higher death toll.

A dozen residents of nearby villages remain missing, along with 13 workers from the mine, but only one death has been confirmed in what the governor of mineral-rich Minas Gerais described as the state's worst environmental disaster.

"The death toll will rise for sure ... The number of missing will rise because we're talking to the residents of Bento (Rodrigues) and some people still aren't accounted for," Duarte Júnior, mayor of the nearby city of Mariana, told reporters.

City officials released a partial list of missing people, including three children, ages 4 to 7, and a 60-year-old woman from the village, which was swamped by mudslides within a half hour of public warnings.

The mine's operator, Samarco, is co-owned by the world's largest mining company BHP Billiton Ltd and the biggest iron ore miner Vale SA . Clean-up and repairs along miles of flooded river could cost the companies a fortune..

Link: http://www.reuters.com/article/2015/11/08/us-brazil-damburst-idUSKCN0SW0ET20151108

Phosphat-Produzent DuSolo Fertilizers sichert sich strategische Finanzierung, erhält Unterstützung von Großaktionär Tembo Capital

DuSolo Fertilizers' (TSX-V:DSF) neuer CEO Darren Bowden kann den ersten Firmen-Meilenstein in seiner Amtszeit vermelden.

In einer sehr anspruchsvollen Marktphase schafft es DuSolo erfolgreich eine wichtige Finanzierung zu stemmen. Dabei kann der in Brasilien tätige Phosphat-Produzent erneut auf seine starken Großaktionäre rund um Tembo Capital zurückgreifen. Jetzt kann die Junior-Firma erst einmal durchatmen und sich wieder auf das Business fokussieren..

DuSolo Secures $3.2 Million in Financings

Closes First Tranche of Private Placement and Arranges Convertible Loan

DuSolo Fertilizers Inc. (TSX VENTURE:DSF) ("DuSolo" or "the Company") is pleased to announce that it has closed the initial tranche of its non-brokered private placement ("the Private Placement") previously announced on September 14 and September 18, 2015 and has signed a one-year convertible loan agreement, for aggregate gross proceeds of C$3.2 million.

"We are encouraged by the support we received from the market for this financing," said Darren Bowden, Chief Executive Officer. "DuSolo is now in a financial position where we can move forward with our plans to improve our operations, increase sales and marketing activities, and begin exploration at our newly acquired asset.."

Link: http://dusolo.com/investors/news-releases/release.php?source=/article/xml&id=1994192

Quote:

DuSolo investor acquires 7.96 million company shares
2015-10-06 19:20 ET - News Release

TEMBO CAPITAL MINING FUND LP ACQUIRES ADDITIONAL COMMONS SHARES OF DUSOLO FERTILIZERS INC.

Pursuant to a non-brokered private placement of DuSolo Fertilizers Inc. of common shares, which closed on Oct. 1, 2015, Tembo Capital Mining Fund LP, of Carinthia House, 9-12 the Grange, St. Peter Port, Guernsey, GY1 4BF, United Kingdom, has acquired 7,965,000 common shares of DuSolo at a price of 10 cents per share for a total subscription price of $796,500. 

As part of the offering, for each common share acquired, Tembo Capital Mining Fund also received one-half common share purchase warrant. Each whole warrant entitles the holder to acquire one common share at an exercise price of 15 cents for a period of 36 months from closing.

Immediately following the closing of the offering, Tembo Capital Mining Fund had beneficial ownership of, and control and discretion over, directly or indirectly, 28,063,519 common shares, or approximately 18.15 per cent of the issued and outstanding common shares of DuSolo, and 3,982,500 warrants.

Tembo Capital Mining Fund is an accredited investor, and therefore, DuSolo relied on the exemption from prospectus and registration requirements in connection with the foregoing transaction, contained in Section 2.3 of National Instrument 45-106 (prospectus and registration exemptions).

Tembo Capital Mining Fund acquired beneficial ownership of, and control or discretion over, the common shares and warrants that are the subject of this report for investment purposes and intends to review its investment in DuSolo on a continuing basis..

Link: http://www.stockwatch.com/News/Item.aspx?bid=Z-C:DSF-2315863

Quelle: http://dusolo.com/investors/news-releases/release.php?source=/article/xml&id=1994192



Quote #2:

DuSolo Fertilizers: Against All Odds?

Phosphat-Produzent DuSolo Fertilizers (TSX-V:DSF) steht wie 95% der Junior-Miner an der Börse stark unter Druck (siehe Benchmark-Chart unten).

Doch nicht nur der historische Bärenmarkt in der Rohstoff- und Junior-Miningbranche belastet DuSolo. Druck kommt von allen Seiten gerade in Brasilien. Der einstige Wachstumsstar in Südamerika hat mit enormen Problemen zu kämpfen. Die Wirtschaft ist in eine Rezession gerutscht und in der Bevölkerung wächst weiter der Widerstand gegen die hoch kontroverse Regierung. Definitiv gegenwärtig kein einfaches Pflaster für Rohstoffunternehmen, die in Brasilien Projekte betreiben..

Link: http://rohstoffaktien.blogspot.de/2015/09/dusolo-fertilizers-against-all-odds.html

Quote #3:

Die gegenwärtige Unternehmenspräsentation.

Quelle: dusolo.com

Quelle: dusolo.com