Wichtiger Bestandteil im Energie-Mix: China hält an Uran fest, visiert globale Expansion an

Sehr spannende Entwicklung, die signifikante Auswirkungen auf die Uranbranche nach sich ziehen könnte:

China Widens Nuclear Exports With $7.7 Billion Romania Plant

The memorandum of understanding, signed on Nov. 9 with Romania’s state-owned Societatea Nationala Nuclearelectrica SA, covers construction and operation of two Chinese-developed reactors at the nation’s Cernavoda nuclear power plant, according to a statement on the Chinese company’s website. The project’s total investment will be about 7.2 billion euros ($7.7 billion) and the two companies will establish a venture, the statement said.

Romania’s entire nuclear fleet consists of two reactors at the Cernavoda atomic station, about 48 kilometers (30 miles) west of the Black Sea. The nation has been seeking to expand capacity at the facility for more than a decade. The original plan to build two additional reactors was abandoned by GDF Suez SA, RWE AG and Iberdrola SA in 2011.

China General Nuclear started to look into Romania’s nuclear power market in September 2010 and reached a primary cooperation agreement in November 2013, according to the statement.

China is vying for wider acceptance for its atomic technology and expertise amid a global call for cleaner energy. State-owned China National Nuclear Corp. last week agreed with Argentina to build the South American country’s fourth plant and started talks on a fifth. Chinese banks agreed to provide 85 percent of the financing for the fourth plant that costs about $6 billion to build.

Last month, Electricite de France SA and China General Nuclear Power Corp. signed an accord to build three new nuclear power stations in the U.K., including the 18 billion pound ($27 billion) Hinkley plant in southwest England.

China plans to export as many as eight domestically designed third-generation nuclear reactors to international markets by 2020, China Daily reported in June.

CGN Power Co., China General Nuclear’s Hong Kong-traded unit, dropped 0.6 percent to HK$3.20 as of 10:51 a.m. local time, compared with a 1.1 percent decline in the city’s benchmark Hang Seng Index..

Link: http://www.bloomberg.com/news/articles/2015-11-10/china-keeps-nuclear-exports-going-with-7-7-billion-romania-deal

Minenbranche, Länder- und Investment-Risiken: Rio Tinto appelliert an die G20-Staaten

Sam Walsh, CEO von Rohstoff-Gigant Rio Tinto (NYE:RIO), sieht in der aktuellen Krisenphase für die Minenbranche nicht nur enorme Herausforderungen, sondern auch große Zukunftschancen:

Rio Tinto’s Walsh urges G20 leaders to reduce investment risk

14TH NOVEMBER 2014       BY: ESMARIE SWANEPOEL

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Photo by Bloomberg
Rio Tinto CEO Sam Walsh

PERTH (miningweekly.com) – Mining giant Rio Tinto CEOSam Walsh has called on the delegates attending the G20 summit in Brisbane, Australia, to support investment in their various countries by supporting the vision of economic growth and reducing investment risk..

Link: http://www.miningweekly.com/article/rio-tintos-walsh-urges-g20-leaders-to-reduce-investment-risk-2014-11-14

Minenbranche: Branchengigant Vale bald auch größter Nickelproduzent

Der brasilianische Minengigant Vale (NYE:VALE) visiert nach dem Spitzenplatz im Eisenerzsektor auch die Marktführerschaft im Nickelsegment an, in dem bis zu diesem Zeitpunkt der russische Minenkonzern Norilsk Nickel noch der größte Produzent ist:

Brazil’s Vale close to becoming world’s largest nickel producer

Cecilia Jamasmie | October 24, 2014

The “Big Nickel,” a nine-metre replica of a Canadian coin made with Vale's produced metal, located in Sudbury, Ontario.

Brazil’s Vale (NYSE:VALE) is growing its nickel output at a pace that not even its own executives were able to predict, with the Rio de Janeiro-based iron ore giant posting Thursday a 16% production increase of the stainless steel ingredient.

Nickel production totalled 72,100 tonnes in the September quarter, which is the best third-quarter performance since 2008, Vale said.

The figure takes the miner’s total output of the metal this year to 201,400 metric tons and its next production target of 289,000 tons in 2014, higher than predicted by Norilsk Nickel, the world's largest producer of the metal

The figure takes the miner’s total output of the metal this year to 201,400 metric tons and its next production target of 289,000 tons in 2014, higher than predicted by Norilsk Nickel, the world's largest producer of the metal, which plans to produce 230,000 tons this year volume.

The historic output was reached despite planned maintenance at the company’s Thompson mine in Canada, Vale added.

Nickel production at the firm’s Canadian mines increased 18.7% year-on-year in the third quarter of 2014, reaching 41,700 tonnes, on higher volumes at its Sudbury and Thompson operations.

Analysts watch Vale's base metals division, of which nickel is the largest component, to see if it can help offset falling revenue from iron ore.

Deutsche Bank experts expect nickel to peak at $27,000 a metric ton in 2017. However, nickel for delivery in the last three months fell 0.4% to $15,145 a ton in London Thursday, the lowest since March 3.

Vale is expected to release its third-quarter financial results later this month.

Image from WikiMedia Commons.

Quelle: http://www.mining.com/brazils-vale-close-to-becoming-worlds-largest-nickel-producer-22078/

Goldmine finanziert: True Gold Mining schreitet mit Franco-Nevada und Sandstorm Gold in einem visionären Deal voran

Artikel-Empfehlung:


True Gold Mining Brings Good Karma To Your Portfolio

Aug. 27, 2014 5:00 AM ET -About: True Gold Mining Inc (RVREF), Includes: FNV, SAND 

Summary

• True Gold Mining has an extremely robust project in Burkina Faso.
• We believe that this is only the tip of the iceberg. We expect the Karma project to develop into a long-lived and highly-profitable gold mine.
• The terms of the recent financing, and feedback from the company have further bolstered our confidence to call for 60% mid-term upside.
• Much more long-term potential exists, with some of the best management available to drive growth.

Link: http://seekingalpha.com/article/2453335-true-gold-mining-brings-good-karma-to-your-portfolio

Quelle: truegoldmining.com

Quote:

Royalty-Leader Franco-Nevada: Großer Gewinner der Krise in der Minenbranche sichert sich weitere Liquidität

Mit einer vollen Kriegskasse wird sich der Führer der aufstrebenden Royalty- und Streaming-Branche nach weiteren aussichtsreichen Deals in der Minen- und Juniorbranche umsehen.
..

Erst vor wenigen Tagen hat sich Franco-Nevada dazu entschlossen, zusammen mit Streamer Sandstorm Gold (TSX:SSL) bis zu 120 Mio. USD in den soliden Gold-Developer True Gold Mining zu investieren, der auf dem Karma-Projekt in Burkina Faso die erste vollständig finanzierte Goldmine nun aufbauen kann - ein visionärer Deal..

..

Link: http://rohstoffaktien.blogspot.de/2014/08/royalty-leader-franco-nevada-groer.html

Interview mit dem neuen CEO vom kanadischen Gas Major Encana

Doug Suttles ist der neue CEO von Encana (NYE.ECA), dem größten Gasproduzenten in Kanada. Er gibt in einem exklusiven BNN Chat interessante Einblicke über seine Pläne und Visionen, wie er den angeschlagenen Energiekonzern wieder zurück in die Erfolgsspur bringen will und welche Herausforderungen bewältigt werden müssen..

Meet Encana’s new chief executive

Encana's (ECA-T 17.78 -0.24 -1.33%) new chief executive officer Doug Suttles doesn't want to rush in and make radical changes at Canada's largest natural gas producer..

Link: http://www.bnn.ca/News/2013/06/14/Meet-Encanas-new-chief-executive.aspx

Quelle: bigcharts.com

Carpathian Gold: Brasiliens nächster Goldproduzent schreitet voran

Am Aktienkurs ist es kaum ersichtlich, wie es bekanntlich bei vielen Unternehmen im Goldsektor derweil der Fall ist/bleibt. Doch near-term Produzent Carpathian Gold (T.CPN) macht in der Projektentwicklung weiterhin gute Fortschritte und wird nach dem Fahrplan im 3. Quartal die Produktion auf dem Riacho dos Machados Gold Projekt (RDM) in Brasilien (Minas Gerais State) aufnehmen können. Aufgrund einer relativ starken Verwässerung - nun über 555 Mio. ausstehende Aktien - und der Krise im Goldsektor zeigte die Carpathian-Aktie in den letzten 1,5 Jahren jedoch eine Underperformance. 

Die Konstruktionsarbeiten auf RDM sind laut dem jüngsten Unternehmensupdate zu 80% abgeschlossen. Trotz des erheblichen Rückganges des Goldpreises während der Konstruktionsphase, blickt Carpathian der stets anspruchsvollen Ramp-up Phase gelassen und optimistisch entgegen. Diese positive Einstellung ist insbesondere auf das robuste Kostenprofil von RDM zurückzuführen, das auch bei schwächeren Goldpreisen einen soliden, positiven Cashflow aus den Minenoperationen in Aussicht stellen sollte..

Carpathian Reports RDM Project Now Over 80% Completed With Gold Production Expected by the End of the 3rd Quarter, 2013

TORONTO, ONTARIO--(Marketwired - June 4, 2013) - Carpathian Gold Inc. (TSX:CPN) (the "Corporation" or "Carpathian") is pleased to provide an update on its progress towards completion of its wholly owned Riacho dos Machados Gold Project ("RDM" or "Project") located in the state of Minas Gerais, Brazil. A video that shows the development of the Project as of the end of April is available on the Corporation's website at www.carpathiangold.com..

Link: http://www.marketwire.com/press-release/carpathian-reports-rdm-project-now-over-80-completed-with-gold-production-expected-end-tsx-cpn-1798197.htm

Quelle: CP May '13 (carpathiangold.com)

Quelle: CP May '13 (carpathiangold.com)

Quelle: CP May '13 (carpathiangold.com)

Quelle: bigcharts.com

Länderrisiken: Weltbank visiert Belebung der Minenbranche in Haiti an

In Haiti werden schon eine lange Zeit signifikante Gold-, Kupfer- und andere Rohstoffressourcen vermutet. Parallelen zur angrenzenden, rohstoff- und insbesondere goldreichen Dominikanischen Republik sind sofort ersichtlich. Haiti hat jedoch vgl. zur DR eine sehr unterentwickelte und unsichere Minen- und Rohstoffindustrie inkl. Gesetzgebung. Dies resultiert vor allem aus der instabilen politischen Lage und dem schwachen wirtschaftlichen Fortschritt. Hier plant die Weltbank nun verstärkt anzusetzen, die im Bergbau große ökonomische Chancen für das Land sieht, um die Armut zu bekämpfen. Ein heikler und herausfordernder Plan..

World Bank says its helping Haiti draft mining legislation

| May 17, 2013 | Last Updated: May 17, 2013 - 11:20 UTC

PORT-AU-PRINCE, Haiti - The World Bank said Friday that it's helping Haiti craft legislation for the impoverished nation's little-known mining industry..

Link: http://www.windsorstar.com/news/world/World+Bank+says+helping+Haiti+draft+mining+legislation/8403041/story.html

Ex-CEO von Barrick Gold startet neues Venture im Rohstoffsektor

Da will es der junge Minenveteran in den nächsten Jahren wohl richtig wissen. Das Ausscheiden bei Major Barrick Gold (NYE.ABX) scheint den 47-jährigen Aaron Regent erst richtig anzuspornen. Wie so viele CEOs aus der letzten, jüngeren Generation/Historie war Regent z.T. einfach am falschen Ort, zur falschen Zeit. Prestige, Vision und Genugtuung dürften im Hintergrund stehen. Watchlist:

Ex-Barrick CEO seeks mining assets with new firm

According to two people familiar with the matter, former Barrick CEO Aaron Regent has started a company to invest in mining assets, mainly in the Americas.

Aaron Regent, who was fired last year as chief executive officer of Barrick Gold Corp., the biggest producer of the metal, started a company to invest in mining assets, according to two people familiar with the matter..

Link: http://www.mineweb.com/mineweb/content/en/mineweb-mining-finance-investment-old?oid=188879&sn=Detail