Sibanye Stillwater WKN: A2PWVQ ISIN: ZAE000259701 Forum: Aktien Thema: Hauptdiskussion

https://seekingalpha.com/news/4551987-sibanye-stillwaters-call-for-tariffs-on-russian-palladium-wins-initial-u-s-backing

Immer gerne!

Danke

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) welcomes the announcement of a preliminary affirmative determination by the United States Department of Commerce (Commerce) regarding the antidumping duty investigation into imports of unwrought palladium from Russia. The preliminary determination references antidumping duty rates of 132.83% on imports of unwrought palladium from Russia, which is effective upon the decision’s publication in the Federal Register, which could occur as early as next week. This tariff is subject to final determinations by the International Trade Commission (ITC) and Commerce, which are expected to be completed in June 2026. The duties are expected to act as a deterrent to Russian palladium imports entering the US market. This development follows the antidumping and countervailing duty petitions filed by Sibanye‑Stillwater, together with the United Steelworkers Union, in July 2025, to address Russian palladium imports to the US and to protect the long‑term sustainability of domestic platinum group metals (PGM) supply in the United States (refer to the Media release). Between 2022 and 2024, US imports of Russian palladium increased by 35%, while palladium prices fell by 50%. Since filing the petitions, Russian palladium imports into the United States appear to have declined substantially, and palladium prices have increased materially. The antidumping investigation continues alongside a countervailing duty investigation by Commerce and a concurrent injury determination by the ITC. A final outcome will be subject to further determinations by these authorities. “We are encouraged by the Commerce Department’s affirmative preliminary determination and would like to thank all stakeholders who have been working tirelessly to advance this process. Russia’s palladium dumping has resulted in a material competitive disadvantage to the local United States PGM producers and employees, and enforcement of US trade laws enables our US PGM operations to compete on a more level playing field against other, less regulated regions,” said Richard Stewart, CEO of Sibanye-Stillwater.

Sibanye-Stillwater (JSE: SSW and NYSE: SBSW) and NOA are pleased to announce the conclusion of a 138 megawatt (MW) renewable energy power purchase agreement (PPA). This additional supply will increase Sibanye-Stillwater’s renewable energy portfolio to approximately 765MW, entrenching the Group’s position as the largest contracted private renewable energy off-taker in the South African (SA) mining industry and a leader in the country’s private sector transition to renewable energy. In terms of this agreement, Sibanye-Stillwater’s SA operations will be supplied with 138 MW per annum of renewable energy from NOA, a licensed energy trader, from a portfolio of aggregated solar and wind generation facilities under a flexible 10-year agreement, supplemented by short-term supply on a take-and-pay basis. This additional renewable energy supply from NOA is expected to reduce Sibanye-Stillwater's greenhouse gas emissions by approximately 433,0801 tCO₂e per annum from 2028 onwards. Electricity will be delivered through a national wheeling framework using the Eskom grid.

Hier mal der der original Text von der Präsentation, übersetzt ins Deutsche: ,,Rendite für die Stakeholder = Dividendenpolitik von 25 % bis 35 % des normalisierten Gewinns und Beiträge an die Sibanye-Stillwater-Stiftung in Höhe von 1,5 % der ausgeschütteten Dividenden."

Die 1,5% beziehen sich nur auf die Spenden an die Sibanye Stillwater Stiftung. An diese gehen 1,5% der ausgeschütteten Dividende.

Und da Sibanye 2 mal im Jahr ausschüttet, wird erst die zweite Zahlung Ende September richtig interessant.

Kann man jetzt noch gar nicht sagen, da Sibanye 25-35% der Einnahmen ausschüttet, da muss man erstmal Q4 2025 abwarten.

Sind es dann die 1.5%?

Um den 20.03 herum ist Ex Tag für Dividende.

https://www.miningmx.com/top-story/64073-sibanye-stillwater-to-ask-eu-for-lithium-price-underpin/

Vorläufige Ergebnisse zu Sibanyes Petition an die USA, einen Zoll auf russische Palladiumimporte zu erheben, um die langfristige Versorgungssicherheit in den Vereinigten Staaten zu stärken, werden laut Stewart in diesem Monat oder Anfang März erwartet. 

https://ch.marketscreener.com/boerse-nachrichten/sibanye-erwartet-kurzfristige-volatilitaet-bei-platinpreisen-aber-eine-rueckkehr-zu-frueheren-tiefstst-ce7e5aded18ef020

New collaboration to develop high-impact PGM technologies and drive the next wave of industrial innovation Johnson Matthey (JM), Sibanye-Stillwater, and Valterra Platinum launch a new programme to develop innovative technologies enabled by Platinum Group Metals (PGMs) – versatile, high-performance metals that can power solutions to global challenges and unlock new industrial growth. The collaboration brings together leading PGM producers and world-class R&D and industry expertise to accelerate the journey of new PGM-based products and technologies from research lab to commercialisation. The programme aims to broaden the applications of PGMs far beyond their current use. Around 60% of global PGM supply is used in catalytic converters, that reduce harmful emissions from internal combustion engines (ICE). This multi-million-pound, multi-year collaboration will explore and scale technologies that capitalise on the exceptional performance and durability of PGMs as well as their robust, circular supply chains. Liz Rowsell, Chief Technology Officer at Johnson Matthey, said: “PGMs are critical to the modern economy, so it's important we are innovative and ambitious in our efforts to find new applications for these incredible metals. "By coming together, we're able to create a unique ecosystem to explore opportunities where PGMs could provide even more benefits and progress the technologies that best support the PGM industry and the global economy.” The collaboration, expected to expand with additional partners in the coming months, will explore uses across multiple sectors including clean hydrogen, enhanced emissions detection and reduction across stationary and mobile sources, new electronic materials, and high-performance alloys and other advanced materials. Richard Stewart, Chief Executive Officer of Sibanye-Stillwater, commented: “We are pleased to be partnering with JM and Valterra on this critical market development initiative. We believe that this collaboration should successfully develop alternative industrial applications for PGMs, securing and diversifying future demand. The focus will be on the entire basket of PGMs and developing a better supply and demand balance for the basket of metals.” Craig Miller, CEO of Valterra Platinum, commented: “PGMs have extraordinary potential, and through this collaboration with JM and Sibanye-Stillwater, we can accelerate innovation that will better our world. This reflects our ongoing commitment to creating a sustainable pipeline of PGM-enabled technologies that will define the next era of demand.”

Falls es irgendwer noch nicht gesehen hat: Sibanye-Stillwater presented a strategy update on Thursday, 29 January 2026. https://youtu.be/XOdx5TQKdYg?si=7wMbZjd071U5ln3A