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AMG en vanadium

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rene66 6 januari 2020 17:03

Vanadium Miners News For The Month Of December 2019

Summary:

Vanadium spot prices were slightly lower in December.

Vanadium company news - The U.S. energy storage market is expected to grow by a factor of 12 in the next five years. Gates, Bezos bet on flow battery technology.

seekingalpha.com/article/4314797-vana...

[verwijderd] 30 januari 2020 04:04

FeV prijs in Europa al meer dan 6$/kg gestegen dit jaar, nu op 28.5$/kg, waarmee die terug boven het niveau van eind Q3 2019 staat, de dip van Q4 dus terug goedgemaakt. Over de US prijs wel al enkele weken niets meer gezien, hopelijk doet die mee...

www.metalbulletin.com/Article/3916332...

European ferro-vanadium prices extend rally amid trader restocking, nearby availability concerns

Ferro-vanadium prices rose by more than 7% in Europe during the first half of this week, with traders reporting low warehouse inventories and potential interference to China’s ability to plug the gap should the coronavirus outbreak create logistical delays.

Fastmarkets’ benchmark price assessment for ferro-vanadium basis 78% V min, 1st grade, ddp Western Europe rose to $27.50-29.50 per kg on Wednesday January 29, up by $1.50-2.35 per kg from $26-27.15 per kg on January 24.

“Vanadium is on fire again,” a producer source said.

Traders have continued to restock into the rally, with offers reported in excess of $30 per kg come Wednesday.

So far it has been another quiet week for consumer buying, with...

Aandachtige lezer 3 februari 2020 00:41

We mogen we er vanuit gaan dat de mensen die besluiten deze fabriek te bouwen er van overtuigd zijn dat de opbrengsten de investering ruimschoots waard zullen zijn.

[verwijderd] 3 februari 2020 10:27

Eindelijk nog eens nieuws over de US FeV prijs. Is blijkbaar ook al vrij goed gestegen sinds begin dit jaar, van 10.6$/lb (23.4$/kg) naar 12.75$/lb (28.1$/kg) of dus 4.7$/kg stijging, iets minder (voorlopig) dan de >7$/kg stijging in Europa waar FeV nu op 29.6$/kg staat, en ook nog niet terug op het niveau van eind Q3. Maar het gaat wel de goeie richting uit.

www.vanadiumprice.com/vanadium-prices...

[verwijderd] 3 maart 2020 00:49

stukje over AMG Vanadium:
www.vanadiumprice.com/amg-vanadium/

Years in business: AMG Vanadium was founded in Cambridge in 1952 and has been in operation since that time.

Number of employees: 160

Services offered: AMG Vanadium (AMG V) is the environmental leader in spent catalyst recycling and metal reclamation services for the global refining industry. Reclaimed metals are used to produce a low-carbon footprint ferrovanadium and ferronickel-molybdenum alloy used in high strength steel and stainless-steel applications.

Give us a brief rundown of your accomplishments over the last 10 years.
Since 2010, AMG has made significant investments in the Cambridge site, largely on environmental equipment and improvements. Major highlights include the construction of a second raw material storage building in 2010, a new roaster in 2012, and a third raw material storage building in 2019.

AMG’s manufacturing process that recycles spent catalyst generates approximately 80% less CO2 than ferrovanadium produced from traditional vanadium mining operations, thereby reducing the global CO2 footprint through its recycling efforts.

AMG Vanadium has greatly expanded its supply chain during the past decade, with the addition of new spent catalyst refinery partners, residue and gasification ash suppliers, and ferrovanadium and ferronickel molybdenum customers. Additionally, AMG V has found sales outlets for the by-products of its manufacturing process, enabling a conversion to sellable product ratio of over 99%.

In June 2019, AMG V announced a $300 million investment in an expansion facility in nearby Zanesville, which will essentially double its spent catalyst recycling and ferrovanadium production capacity.

As AMG V’s business has grown and expanded over the past ten years, the company has continued to offer excellent career and job opportunities for hundreds of people.

Committed to improving the quality of life in our region, AMG has been steadfast in its efforts to give back to Guernsey County and the surrounding communities through donations of time and resources. Specifically, AMG V has developed a strong outreach program to local school districts, colleges and universities, and they continue to invest in STEM related educational programs to advance those opportunities for people in our region.

Grab a crystal ball … Where do you see yourself in the year 2030?
As a publicly traded company, AMG is not at liberty to make forward-looking statements and commitments; however, rest assured that the company will strive to maintain its position as the industry benchmark for spent catalyst recycling and metal reclamation services for the global refining industry.

DeZwarteRidder 1 mei 2020 14:16

u14101088.ct.sendgrid.net/ls/click?up...

DeZwarteRidder 1 mei 2020 14:16

Largo Resources Announces Expiration of its Vanadium Off-take Agreement and Commences Full Commercial Control of its Own Vanadium Production
May 01, 2020

Strategic sales and marketing transition proven successful: Over 85% committed on guided annual sales for 2020
Sales and trading team fully operational out of its two commercial offices in Dublin, Ireland and Washington DC, USA.
The Company announced the launch of VPURE™ and VPURE+™, newly developed brands for the Company's vanadium products in January 2020

TORONTO, May 1, 2020 /CNW/ - Largo Resources Ltd. ("Largo" or the "Company") (TSX: LGO) (OTCQX: LGORF) announces that in accordance with its notice given on August 20, 2019, the Company's off-take agreement with Glencore International AG has expired effective April 30, 2020.

Paulo Misk, President and Chief Executive Officer for Largo, stated: "Largo continues to remain one of the lowest-cost vanadium producers in the world with an established industry reputation for its high-quality vanadium products. Following the expiration of its off-take agreement, the Company's sales and trading team is fully dedicated to the promotion and sales of Largo's products. We have assembled a very strong commercial team at Largo who have committed approximately 85% of the Company's annual guided sales for 2020. We expect the balance of production will be sold in the spot market and be used to build safety stocks in strategic regional hubs."

He continued: "The Maracás Menchen Mine has a proven track record of premium product quality and operational stability, which allows the Company to provide its customers with a reliable source of vanadium pentoxide for the global steel and high purity markets. We believe this transition will be very beneficial economically and strategically for Largo and marks a transformative moment in the Company's history. We look forward to maximizing value for all of our shareholders as the industry preferred producer and supplier of vanadium."

He concluded: "We would like to thank Glencore for its support over the past six years. Their off-take agreement was helpful in obtaining debt funding for the project construction and allowed Largo Resources to evolve from a highly leveraged start-up Company to one of the world's largest and most competitive producers of vanadium with a strong financial position. Our Company today becomes an even more important player in the global vanadium industry due to its commercial independence."

DeZwarteRidder 13 mei 2020 09:54

Largo Resources Reports Solid Q1 2020 Results with Net Income of $5.7 Million and Maintains Strong Liquidity Position
May 12, 2020

All financial figures are in Canadian dollars unless otherwise stated.

Q1 2020 Highlights

Net income of $5.7 million and basic earnings per share of $0.01
Cash operating costs excluding royalties 1 of US$2.79 ($3.69) per lb of V2O5, a decrease of 18% over Q1 2019
Production of 2,831 tonnes (6.2 million pounds 2 ) of V2O5, a 35% increase over Q1 2019
V2O5 sales of 3,170 tonnes, a 51% increase over Q1 2019
Revenues of $58.2 million (after a positive re-measurement of trade receivables / payables of $2.4 million on vanadium sales from a contract with a customer of $55.8 million), an increase of 31% over Q1 2019
Cash balance of $206.1 million exiting Q1 2020
Commercial independence: Over 85% committed on annual guided sales for 2020
COVID-19 Update: The Maracás Menchen Mine continued operations during Q1 2020 and the Company is maintaining it's 2020 guidance on a "business as usual" basis
Q1 2020 operational and financial results conference call: Wednesday, May 13th, 2020 at 10:00 a.m. EST

u14101088.ct.sendgrid.net/ls/click?up...

Margin Call 29 mei 2020 13:55

roskill.com/news/vanadium-saudi-germa...

Vanadium: Saudi-German JV to manufacture vanadium redox flow batteries

[...]
The Saudi-German JV is an example of collaboration across the supply chain, through the support of the public sector and a profitability-enabling local regulatory framework. This and other market developments in VRBs show that flow batteries are an option that is well-suited for longer duration energy storage applications. The sustainability of VRB projects requires these integrated agreements to mitigate price volatility and, therefore, control costs, through integrated supply chains.

Vanadium supply from spent catalyst recycling currently accounts for only 10% of global supply, but with the largest oil and gas refinery in the Middle East, Saudi Arabia could look to benefit from this supply source via the secondary production route. Saudi Aramco is part of a JV that has commissioned a feasibility study on secondary spent catalyst recycling, which could provide a local feedstock for the VRB industry.

DeZwarteRidder 29 mei 2020 16:14

quote:
TegenBeterWetenIn schreef op 29 mei 2020 13:55:
roskill.com/news/vanadium-saudi-germa...

Vanadium: Saudi-German JV to manufacture vanadium redox flow batteries

[...]
The Saudi-German JV is an example of collaboration across the supply chain, through the support of the public sector and a profitability-enabling local regulatory framework. This and other market developments in VRBs show that flow batteries are an option that is well-suited for longer duration energy storage applications. The sustainability of VRB projects requires these integrated agreements to mitigate price volatility and, therefore, control costs, through integrated supply chains.

Vanadium supply from spent catalyst recycling currently accounts for only 10% of global supply, but with the largest oil and gas refinery in the Middle East, Saudi Arabia could look to benefit from this supply source via the secondary production route. Saudi Aramco is part of a JV that has commissioned a feasibility study on secondary spent catalyst recycling, which could provide a local feedstock for the VRB industry.

German technology company Schmid Group and Saudi Arabian investment company Nusaned Investment, have closed the transaction for their planned joint venture (JV) under which they plan to set up a manufacturing facility with 3GWh of production capacity for vanadium redox flow batteries (VRBs) in Saudi Arabia. To be the world’s largest manufacturing facility in terms of capacity, the project is planned for Dammam Industrial City, along with a R&D centre, under a build-to-suit lease agreement with the technology zones administration, Modon. It is hoped that the JV will become a global leader in utility-scale energy storage as part of the Saudi Kingdom’s Vision 2030 objectives to install 57.5GW of renewable capacity by 2030.

Margin Call 3 juni 2020 08:51

www.bloomberg.com/news/articles/2020-...

Coronavirus has exposed a lack of investment in the big batteries crucial to unlocking solar and wind power.

[...]
The European Battery Alliance wants to use the opportunity to accelerate projects that would create 1 million jobs in the sector that could be worth 210 billion euros within the next 2-1/2 years, according to European Commission Vice President Maros Sefcovic.
[...]

[verwijderd] 3 juni 2020 10:34

AMG zal het meest profiteren van een Amerikaanse onderzoek naar de import van vanadium. Dit verwacht analist Stijn Demeester van ING woensdag.
Het Amerikaanse ministerie van Handel stelt een onderzoek in naar de import van vanadium, zo werd dinsdag bekend. Het onderzoek is ingesteld door minister Wilbur Ross, die wil weten of de huidige hoeveelheid vanadium die wordt geïmporteerd de nationale veiligheid in gevaar brengt.
Volgens ING is dit onderzoek, dat kan leiden tot nieuwe importheffingen, niet ongebruikelijk en moet gezien worden in het licht van de flink toegenomen import van vanadium in de VS.
Als het onderzoek daadwerkelijk laat zien dat de nationale veiligheid in gevaar komt, dan kan AMG hier volgens ING het meest van profiteren, gezien het bedrijf "verreweg" de grootste binnenlandse producent van vanadium is.

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