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

Da wurde wohl sprichwörtlich die Produktion verwässert

Wunderbar.... :D

Tonight's US market will be interesting for Li's. The market will assess the operational damage caused to the major brine producers.  The Lit ETF fund price will respond - supply problems equals higher Li pricing but less profitable brine producers in the short term. Which way will it go? However, Hard Rock suppliers should be winners

Impact of Torrential Rains on Lithium Salar OperationsPublished on February 10, 2019 Enrique BertranFollowPrincipal at E. Bertran & Associates We have all seen the dramatic pictures of waterfalls in the Atacama, of washed out villages and of the torrential rains that have fallen on the desert. The question on many people's mind is this: what impact will the rains have on Lithium processors? Typically, solar evaporation ponds do just what their names imply: they are used to concentrate weak brine in order to increase the capacity of their associated processing plants. There is an important term that is not often discussed when talking about salar plants: Maximum Hydraulic Load (MHL). This is simply the largest amount of brine that can go through the plant in a safe and efficient manner. Lesser amounts do not use the plant efficiently, larger amounts disrupt residence time in the equipment, causing drops in efficiency, cause more maintenance outages and poses safety risks. Operators try to run plants at MHL. When the brine is at optimum concentration, the plant operates at name-plate capacity and processing occurs efficiently and safely. But when the pond feed to the plant is diluted by rain, processing is impacted. At MHL, the plant cannot run higher brine volumes, therefore it will only be able to extract the lithium contained in the feed, which being at lower concentrations will be less than name-plate capacity. Moreover, since plants are designed for typical brine concentrations, short-term operational changes will have to be made requiring more attention from operating personnel, perhaps even some changes to equipment to deal with the higher water-to-solids ratios. And changes to operating procedures are never a good thing for chemical plant operations. Cash costs will be impacted as well. How much will vary with companies, but the MHL will set utility, disposal and labor costs. Less lithium in the same volume of water will result in the product absorbing additional costs into less volume: higher per kg costs. Additional overtime, maintenance and process engineering costs will add to the overall costs as well. A good starting point for cost estimating would be the standard unit cost divided by the ratio of concentrations. From this point, whatever cost reduction actions companies take will result in the final cost. At the Income Statement level, there will be negative variances in volume, efficiency and spending

Überschwemmungen in Südamerika Nähe der Lithiumstätten (Atacama) von SQM und Albemale, mal schauen ob da was kommt bzw. die da Probleme kriegen bzw. könnte das negative Auswirkungen auf deren LithiumProduktion haben

Da hat werweissnews vollkommen Recht. Das ist voll übel hier, da kommt absolut rein gar nichts.

Egal wann man reinschaut immer die gleiche suppe... bald jahrestief und immer noch ist alles rosig. So ein wahnsinn... hölle hölle

Eher blödes Gerede wie aus dem Lehrbuch...

Das ist Börse wie aus dem Lehrbuch, geil. Zockeraktie

Das is das problem.

Die shorts Hämmern Pls! Nicht mehr normal.

..und wir dümpeln weiter.

Kidm. +3 Pls -2 Hmmmm!

Warte noch ab, ob sich zwischen Trump und den Chinesen was ändert in nächster Zeit und dann entscheide ich. So kann es nicht weitergehen!

...nur der Weg ist mir etwas zu lang!

..da werden Elektr. Fahrzeuge erschwinglicher für Jedermann. Angeblich!