Big Picture, Welthandel: Top-Exportgüter nach Nation

Informative Grafik - credit to CIA World Factbook:

Quelle: CIA World Factbook

USA: Umsatzrückgang von elektronischen Gebrauchsgütern

Interessante Grafik, welche die Umsatzentwicklung von Elektronikgütern in den Vereinigten Staaten aufzeigt. Diese Entwicklung wird sich auf zahlreiche Big Player im Konsumgeschäft auswirken..

Quelle: US BE

Samsung visiert Investition in chinesischen Elektroauto-Hersteller an

Smartphone-Gigant Samsung steht einigen Gerüchten zufolge vor einer signifikanten Investition in den größten Elektroauto-Hersteller der Welt. Hierzu ein aktueller Bericht von Mining.com:

Samsung rumoured to invest half-a-billion in Chinese electric car company


Tesla 3. (Image source: Wikimedia Commons)

Samsung Electronics (KRX:005930) is looking to take the plunge into electric vehicle (EV) technology with a sizable investment into BYD Co., (HKG:1211) the world's largest electric car manufacturer.
The division of Samsung, one of the most important "chaebols", or conglomerates in South Korea, said investing in BYD, backed by Warren Buffett’s Berkshire Hathaway Inc., (NYSE:BRK.A), is expected to bolster the South Korean company's semiconductor business for cars. Samsung Electronics is the largest maker of cellular phones and memory chips in the world.

Talks between the two companies have apparently been underway the last few days. Korea Economic Daily reported on Friday that Samsung Electronics is about to pull the trigger on a 3-billion yuan (US$450 million) investment in Shenzhen-based BYD for a 4% share of the company. However Samsung denies that report, saying that talks are still ongoing. BYD says the investment would most likely come in the form of a private placement.“It puts Samsung into the electric-vehicle subsystem supply chain for a key Chinese electric vehicle and battery manufacturer"

According to Bloomberg the likely deal came about "…after [Samsung's] affiliate was among foreign battery makers left off a list of suppliers approved by China, where sales of electric vehicles are surging and the government has sped up construction of charging points. The talks with BYD also add to the global trend of technology companies and automakers collaborating as car buyers increasingly demand more advanced powertrains and features that improve connectivity and safety." Example of notable partnerships include the contributions of Korean battery manufacturer LG to the Chevy Bolt, and Panasonic's $1.6 billion investment in luxury EV car maker Tesla's $5-billion lithium-ion battery Gigafactory in Nevada..

Link: http://www.mining.com/samsung/

Interview mit Gianni Kovacevic über die Energiewende und den Einfluss auf den Kupfer-Markt

Hörenswertes Interview mit dem Kupfer-Experten und Environmentalist Gianni Kovacevic- credit to CEO.CA:

Quote:

Kupfer: Großer Profiteur vom laufenden Boom bei den Erneuerbaren Energien

Link: http://rohstoffaktien.blogspot.com/2015/07/kupfer-groer-profiteur-vom-laufenden.html

Quelle: usfunds.com

Nano One Materials: Neue Verarbeitungstechnologie für Kathoden in Lithium-Ionen-Batterien

Hierzu ein informativer Bericht von InvestorIntel:

Petersen on a novel processing technology for lithium-ion battery cathodes

Posted on June 2016 by John Petersen

Nano One Materials Corp. (TSXV: NNO) is developing a novel, scalable, low cost processing technology for the mixed metal oxide powders used in lithium-ion battery cathodes. Nano One’s processing technology has been successfully demonstrated in laboratory scale testing with batch sizes of several hundred grams. It is currently building a pilot-scale version (batch sizes of up to 10 kg) of a planned commercial-scale processing facility to prove its commercialization path. After spending a couple hours on the phone with Nano One’s officers last week, I think their patented cathode powder manufacturing process may be a game-changer that could become an industry standard because:

• It uses standard metallurgical and industrial equipment with no “black boxes;”
• It has the potential to reduce cathode cost per kWh by up to 50% using a simpler process that can accommodate lower purity feedstocks (99% vs 99.9% or 99.99%);
• The superior homogeneity and crystalline structure of the finished cathode powders significantly improves battery performance and cycle-life;
• It can be used for most common cathode chemistries and two proprietary chemistries;
• It provides direct access to crucial process technology for developers of lithium-ion battery gigafactories that need to vertically integrate their supply chains; and
• It has significant potential in other important industries.

Nano One is pursuing a “platform technology” business model where it will develop its process through the pilot phase and then negotiate licenses, joint ventures and other commercialization relationships. After giving effect to estimated Q2 losses of $650,000 (CDN) and recent warrant exercise and private financing transactions that went off at an average price of $0.30 (CDN), Nano One has 57.6 million shares outstanding, $4 million (CDN) in stockholders’ equity and a $4 million (CDN) war chest. Its financial resources should be sufficient to build the pilot plant and get a good start on the customer testing and validation process. Based on Nano One’s current stock price of $0.53 (CDN), a market cap of $30.6 million (CDN) does not strike me as unreasonable.

Link: http://investorintel.com/market-analysis-intel/nano-one-materials-fascinates/

Quelle: stockcharts.com

Markt für Lithium-Ionen-Batterien: Großes Wachstum vorprogrammiert

Hierzu eine informative Übersicht der vielen Verwendungsmöglichkeiten von Big Player Albemarle (ALB):

Quelle: albemarle.com

Kupfer-Konsum, China: Energieerzeugung bleibt wichtigster Verwendungsbereich

Der folgende Chart zeigt Ihnen den Kupfer-Konsum in China nach den wichtigsten Sektoren auf:

Quelle: bloomberg.com