PILBARA MINERALS WKN: A0YGCV ISIN: AU000000PLS0 Forum: Aktien Thema: Hauptdiskussion

Wer ist denn Mr. Shaw?

Lithium waiting game Mr Shaw is less bullish about lithium in the short term and thinks it could be a couple of years before the sector finds its feet and some projects are reactivated. “The lithium growth story is delayed a little bit. The next year or so is probably going to be a challenge, but I think the five-year view remains very positive,” he said. "The market will need that lithium supply unquestionably based on the plans of global auto companies and also based on all of the policy settings in China and Europe encouraging the industry to shift toward EV models." Lithium’s growing pains in 2019 were illustrated by Pilbara Minerals which delayed expansion plans amid the steep plunge in spodumene prices, but then had Chinese lithium-ion battery manufacturer Contemporary Amperex Technology (CATL) emerge as one of its biggest shareholders after a $111.5 million capital raising. Wodgina, one of Australia’s biggest lithium projects, has been in care and maintenance since November when US battery metals giant Albemarle finalised a deal to hand Chris Ellison-led Mineral Resources $US1.3 billion for a controlling stake. Albemarle also scaled back plans for a lithium hydroxide plant in WA and Tianqi, Albemarle’s Chinese partner in the Greenbushes mine in the state’s south, has struggled to get its newly built hydroxide plant into commercial production. Meanwhile, Wesfarmers is pushing ahead with its plans for lithium mining and hydroxide production in partnership with Sociedad Quimica y Minera de Chile (SQM), which has Tianqi as a 24 per cent shareholder. The WA Government had expected to pocket $749 million in lithium royalties from 2019-20 to 2022-23 but slashed that forecast by almost half in December. It said multi-billion-dollar lithium projects in WA had come under pressure as a result of lower-than-expected demand growth after Beijing cut subsidies for electric vehicles and reportedly sought consolidation in vehicle producers. Roskill, a commodities research firm, expects lithium demand to grow sharply in the 2020s, but not before some more of the short-term pain that led to the collapse of Alita Resources and its sale through administrators to Chinese interests. Roskill battery materials consultant Jake Fraser said prices for both concentrate and battery-grade carbonate and hydroxide could fall even further in the next three to six months before reaching a floor sometime in 2020. “On an operational cost basis some existing producers will be unable to remain sustainable and/or break-even at prices much lower than current levels,” he said. “This leaves no sustained recovery expected until potentially the first half of 2021.” Mr Fraser said investors needed to pay particular attention to producer cost profiles as the new decade unfolded. Roskill expects the lithium market to gain perpetual traction between 2022 and 2023. It is forecasting demand for lithium compounds alone to more than double over the next five years to 710,000 tonnes of lithium-carbonate equivalent (LCE) before reaching one million tonnes of LCE between 2027 and 2028. Australia's lithium miners were hit by tumbling spodumene prices in 2019 when China didn't deliver the expected increase in chemical conversion capacity and tinkered with electric vehicle subsidy schemes. Mr Fraser said a two-tiered pricing market had emerged with China in oversupply while the price of battery-grade carbonate in Japan and South Korea remained above $US10,000 a tonne. "Domestic market pain in China is masking a regional price differential and masking lithium's long-term potential," he said.

Sorry für das 3fach Posting😣

https://m.faz.net/aktuell/wirtschaft/unternehmen/deutsches-unternehmen-aci-mittendrin-im-kampf-ums-lithium-16553572.amp.html

https://m.faz.net/aktuell/wirtschaft/unternehmen/deutsches-unternehmen-aci-mittendrin-im-kampf-ums-lithium-16553572.amp.html

Schöne Weihnachten

Schöne Weihnachten allen investierten

Wann kommt der 1 euro ? Niemals

Pullish ist weg juhu

Dat wünsche ich euch auch@all

Happy XMAS@all

Trotz alle dem, frohe Weihnachten an alle investierten!

Die Durchhalteparolen laufen ja schon 2 Jahre, da kommt es auf weitere 2 Jahre auch nicht drauf an.

Dito

Sehe ich auch so 👍

😂