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

In der Nase!

Mt Francisco könnte nochmal ein Schub bringen.... Blicke aber gerade nicht durch, was da passiert..... wird gerade gebohrt?

https://www.barchart.com/stocks/quotes/PLS.AX

Den Tiefpunkt über den Jahreswechsel haben wir wohl überwunden. Der Lithiumpreis steigt. Ich weiß nicht, ob man es schon Trend nennen kann aber auf jeden Fall Licht am Ende des Tunnels. https://tradingeconomics.com/commodity/lithium Und wir stehen auf BarChart seit langem mal wieder auf "WEAK BUY" GLTAH

Bleibt dabei. Pilbara ist ein hervorragendes Unternehmen.

Geht doch! Schönes WE

And up up up Schönes Wochenende allen investierten

Caius. Ignore Button drücken, kein chaser mehr und den Chat genießen. Schöner Anstieg heute👌

Hoffentlich geht's weiter so

6,52%👏

Grüsse zurück👍☺️, läuft!!!💪

Die geht heute steil ! Schöner Wochenabschluss, Grüße aus Thailand!

(ignoriert) 😅😅😅

Chaser ... bist einfach hirnamputiert🤮

Und wenn er nicht gestorben ist dann spammt er noch heute... Bullish ich hoffe du hast unsere Wette nicht vergessen?

In terms of feedstock supply, SQM and Albemarle had laid out plans for increased production rates. But as is often the case with brine evaporation, the process has been hindered by seemingly endless production delays. SQM hit technical obstacles at its new brine conversion facilities that delayed its target capacity of 70,000 tpa LCE by end of 2018 while Albemarle continues to struggle to achieve full capacity at La Negra II. The situation has not been much better in China—the ultimate lynchpin to the lithium bear thesis. Many Chinese brine producers in the Qinghai region had outlined plans to triple or quadruple capacities over the coming 3-4 years. A visit by Benchmark Minerals to these operations, however, has painted a dire picture—the technical challenges related to high magnesium concentrations in the region are nowhere near being comprehensively overcome. Across Qinghai’s 10 producers, only an additional 5,000-10,000 tonnes of lithium product found its way to the market, majority of which failed to reach technical grade specifications. This, in effect, means that much of what came online from the region was either reprocessed thus adding to costs or converted to lithium hydroxide in a bid to meet growing demand for nickel-rich cathode technologies. Although tight credit in China forced some lithium buyers to destock and contributed to the glut, the predicted huge oversupply failed to materialize. Around mid-September, analysts at CRU estimated lithium surplus for 2018 at a relatively mild 22,000 tonnes against a demand of 277,000 tonnes. 2019: A Transition Year So far, there is no clear data or evidence that that the lithium demand narrative is about to slowdown, let alone reverse. On the contrary, certain emerging trends in the industry suggest just the opposite. The biggest near-term driver for lithium demand is the NCM trend. The shift towards cathodes that use huge amounts of lithium hydroxide is already underway, something that is expected to trigger a huge NCM (nickel-cobalt-manganese) ramp up. Benchmark Minerals estimates that 44 percent of mega-and-giga-factories will use lithium as a raw material by 2028 translating into 534,000 tonnes of additional demand. That projection seems to resonate with Elon Musk’s ambitious target to build 20 gigafactories across the globe over the next decade. Miller sees 2019 as the tipping point where demand will eventually outstrip supply starting 2020. Meanwhile, Roskill has predicted that the shift to higher-nickel-cathode materials will push many lithium producers to favor production of lithium hydroxide over lithium carbonate thus taking some pressure off the lithium carbonate supply side. The firm has forecast lithium demand to expand by a brisk 21 percent annual clip between 2018 and 2025 with demand expected to grow 13.5 percent in the current year. But, of course, no lithium bull thesis would be complete without the EV angle. Currently, the EV market accounts for about 47 percent of global lithium demand. That, however, is expected to drastically change as EV penetration rates coupled with the ongoing trend of electric vehicles using larger battery packs that yield longer ranges leading to electric mobility gobbling up 83 percent of lithium supply by 2027. Fastmarkets has predicted EV penetration to hit 15 percent by 2025 from 2 percent currently. EV demand has actually been beating estimates and is constantly being revised upwards to reflect this. The EV explosion is expected to drive a nearly six-fold increase in lithium demand for the forecast period. Key lithium trends to watch in 2019 and beyond Lithium carbonate prices will steady in 2019 before picking up steam starting 2020 Lithium hydroxide prices could soften a little bit after remaining resilient in 2018 China will become less important as a global price trend driver as demand rapidly builds up in other key markets Miller advises investors to keep an eye on new spodumene production, particularly how quickly it can be integrated into the chemical and converter supply chain and turned into either lithium carbonate or hydroxide. A slower ramp is likely to lead to supply constraints and raise prices and vice-versa.