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Grondstoffen « Terug naar discussie overzicht

Kobalt

680 Posts, Pagina: « 1 2 3 4 5 6 7 ... 30 31 32 33 34 » | Laatste

Omlaag ↓

voda 25 augustus 2017 16:47

Hunt for next electric car commodity quickens as prices soar

Money Web reported that niche metal cobalt is leaving bigger names like copper and lithium in its dust, triggering a hunt for new deposits from Idaho to Chile. As one of the key components in the new breed of rechargeable batteries and with supply dominated by the Democratic Republic of Congo, prices have surged at four times the pace of major metals in the past year. That’s caught the attention of governments, explorers and money managers, with annual demand set to increase 34% until 2026 as electric cars gain a bigger share of the global auto fleet.

Authorities in Chile, the top copper-producing nation, are embarking on a fact-finding mission with a view to restart cobalt production after a more than seven-decade hiatus. First Cobalt is merging with two other firms to create what it calls the world’s largest explorer of the mineral. A bet on the cobalt industry has helped make a Commodity Capital fund the best performer in the commodities market, while legendary Australian prospector Mark Creasy has cobalt on his latest list of targets.

Commodity Capital co-founder Dana Kallasch said that “Cobalt is the next big thing.” The firm’s Global Mining Fund has returned about 70% this year, beating 213 peers, according to data compiled by Bloomberg.

The mineral once used to dye pottery dark blue is now in demand from car and phone makers from Tesla to Apple.

More than half of global production comes from Congo. The African country produced 66 000 tons last year, compared with 7 700 in China, the second-biggest producer. In Congo, cobalt is mined mostly informally in precarious conditions that sometimes involve child labor.

“We are seeing companies being more careful about where cobalt comes from and asking for providers to have the right paperwork,” Rebecca Gordon, head of technology metals at CRU Group, said by telephone from London. “But there’s not much happening elsewhere.”

The cobalt market is in a 5 500-ton deficit, according to CRU, with global supply contracting 3.9% in 2016. Glencore-owned Katanga’s whole ore leach and Eurasian Resources Group’s roan tailings reclamation projects — both ramping up this year in Congo — should help ease the deficit. Rising prices are encouraging operators in Asia and elsewhere to produce cobalt as a byproduct of other metals such as nickel and copper.

Chile also wants to get in on the act. Development agency Corfo met with companies including Samsung SDI and Umicore SA in Europe during a recent roadshow on lithium, another key component of electric-car batteries. Some made inquiries about Chilean cobalt, Eduardo Bitran, executive vice president of Corfo, said an interview Monday.

Back in Santiago, Corfo started to investigate records that show more than 7 million tons of cobalt ore were mined in Chile between 1844 and 1941. A document from 1944 shows the average ore grade was more than double the average in Congo today. Last week, the agency started a 60-day campaign to determine how much cobalt Chile really has.

“We are talking to elderly people in the Coquimbo region to see where the old mines were, investigating who owns the land and taking the first samples,” Bitran said. “This falls short of an estimate of reserves but we want to gather evidence and make it available to the private sector.”

Corfo sees a fairly high possibility that this initial study will find that it’s feasible to set up a cobalt operation in Chile. The mineral is mostly found mixed with iron ore. Steel and iron-ore producer Cap SA is already looking at the possibility of producing cobalt as a byproduct, Bitran said. But the technical aspect of separating cobalt from iron ore still needs to be resolved. Cap didn’t provide comment on its cobalt prospects.

“The mix of iron and cobalt is tricky,” Gordon said. “Cobalt is already mined as a byproduct of copper and nickel, but iron has the most negative impact on cobalt, which means processing would be more difficult and more expensive.”

First Cobalt, in which the Commodity Capital fund owns shares, is in the process of merging with Cobalt One and CobalTech Mining. The company is focused on exploration around Ontario, Canada, but is also setting its sights on Idaho in the US.

“It’s the scarcity factor,” Trent Mell, chief executive officer of the Toronto-based company, said in a telephone interview. “We’ve gotten to a tipping point where people are saying there’s a shortage.”

Source : Money Web

Bijlage:

DeZwarteRidder 25 augustus 2017 16:57

First Cobalt Corp. To Resume Trading on August 28

Ontario Cobalt

ABOUT FIRST COBALT

First Cobalt's objective is to create the largest pure-play cobalt exploration and development company in the world. The company's primary focus is on its Greater Cobalt Project; almost 3,000 hectares of prospective land in the Cobalt Camp in Ontario, Canada, including an option for the former producing Keeley-Frontier mine, a high-grade mine that produced over 3.3 million pounds of cobalt and 19.1 million ounces of silver from 301,000 tonnes of ore, as well as a joint venture on a fully permitted cobalt refinery in Cobalt, Ontario. First Cobalt also has interests in prospective copper-cobalt properties in the Democratic Republic of the Congo all with known surface mineralization.

[verwijderd] 26 augustus 2017 09:37

www.mining.com/web/cobalt-sulphate-pr...

Cobalt sulphate prices continue rise on battery demand, metal remains stable

DeZwarteRidder 14 september 2017 08:47

First Cobalt:

firstcobalt.com/pdf/First-Cobalt-Pres...

[verwijderd] 14 september 2017 09:04

quote:
DeZwarteRidder schreef op 14 september 2017 08:47:
First Cobalt:

firstcobalt.com/pdf/First-Cobalt-Pres...

Heb je ze?

DeZwarteRidder 14 september 2017 09:13

quote:
easy56 schreef op 14 september 2017 09:04:
[...]Heb je ze?

Ben er mee bezig.

[verwijderd] 14 september 2017 09:18

quote:
DeZwarteRidder schreef op 14 september 2017 09:13:
[...]
Ben er mee bezig.

good luck.

Ik hoef ze niet,zit in management team iemand die afgelopen jaar meerdere bedrijven naar de beurs heeft gebracht met veel promotie waar t niet goed mee is gegaan.

Maar mischien verloopt t nu anders:-)

DeZwarteRidder 14 september 2017 09:27

quote:
easy56 schreef op 14 september 2017 09:18:
[...]good luck.
Ik hoef ze niet,zit in management team iemand die afgelopen jaar meerdere bedrijven naar de beurs heeft gebracht met veel promotie waar t niet goed mee is gegaan.
Maar mischien verloopt t nu anders:-)

Het zit 'em in de naam: als kobalt blijft stijgen gaat alles omhoog met kobalt in de naam.

[verwijderd] 14 september 2017 09:32

quote:
DeZwarteRidder schreef op 14 september 2017 09:27:
[...]
Het zit 'em in de naam: als kobalt blijft stijgen gaat alles omhoog met kobalt in de naam.

tuuk zo werkt dat ookal wordt er niets gevonden en/of geproduceerd.

Prachtige website en veel promotie maar dat zegt niets:-)

www.k92mining.com/

kenadyr.com/investor/

Deze werden ook volop gepromoot,prachtige verhalen, en dus forse stijging in t begin.

De kleine belegger zwaar verlies gebracht als je er niet optijd uitstapte.

Zelf wel op tijd uit zonder winst.

DeZwarteRidder 14 september 2017 09:36

Helaas is er geen enkel puur kobalt-aandeel te vinden die al produceert, dus we moeten het doen met mooie websites en mooie beloftes.

[verwijderd] 14 september 2017 09:41

quote:
DeZwarteRidder schreef op 14 september 2017 09:36:
Helaas is er geen enkel puur kobalt-aandeel te vinden die al produceert, dus we moeten het doen met mooie websites en mooie beloftes.

En door de mooie praatjes heen kijken:-)

En goed huiswerk doen naar de wel goede COBALT kanshebbers,die er ongetwijfeld zijn.

DeZwarteRidder 14 september 2017 16:53

1) Ardea Resources [ASX:ARL] [GR:A91] (OTC:ARRRF) - Price = AUD 0.91, USD 0.80

Ardea Resources 100% own the Kalgoorlie Nickel Project (KNP) in Western Australia. Ardea state they have "Australia’s and the developed world’s largest cobalt resource". Their higher grade KNP cobalt zone (see chart above) has 65.7Mt of ore at 0.13% cobalt and 0.79% nickel. That works out to be a very healthy 85,410 tonnes of contained cobalt, and 5.6 million tonnes of contained nickel. Ardea's total cobalt resource measures a massive 386,000 tonnes of contained cobalt at a lower average grade of 0.05%. Added to this is their recent scandium discovery, which will help reduce production costs as a valuable by-product credit.

[verwijderd] 14 september 2017 17:27

quote:
DeZwarteRidder schreef op 14 september 2017 16:53:
1) Ardea Resources [ASX:ARL] [GR:A91] (OTC:ARRRF) - Price = AUD 0.91, USD 0.80

Ardea Resources 100% own the Kalgoorlie Nickel Project (KNP) in Western Australia. Ardea state they have "Australia’s and the developed world’s largest cobalt resource". Their higher grade KNP cobalt zone (see chart above) has 65.7Mt of ore at 0.13% cobalt and 0.79% nickel. That works out to be a very healthy 85,410 tonnes of contained cobalt, and 5.6 million tonnes of contained nickel. Ardea's total cobalt resource measures a massive 386,000 tonnes of contained cobalt at a lower average grade of 0.05%. Added to this is their recent scandium discovery, which will help reduce production costs as a valuable by-product credit.

Had een mooie geweest.

Helaas al heel erg gestegen,al zegt dat niet alles natuurlijk.

[verwijderd] 14 september 2017 17:46

www.cobaltblueholdings.com/wp-content...

kijk maar wat je van deze vind.

www.youtube.com/watch?v=9LNBIhHZqKQ

DeZwarteRidder 14 september 2017 17:53

quote:
easy56 schreef op 14 september 2017 17:46:
www.cobaltblueholdings.com/wp-content...

kijk maar wat je van deze vind.

www.youtube.com/watch?v=9LNBIhHZqKQ

lol
950 ppm cobalt...!!

Dit bedrijf mag absoluut niet het woord 'cobalt' gebruiken in z'n naam!

[verwijderd] 14 september 2017 20:58

hotcopper.com.au/threads/brokers-say-...

MORE GRADES

DeZwarteRidder 16 september 2017 08:55

Personally, I believe the best way to profit from the electric vehicle revolution is not by investing in EV makers, but by selling EV makers the materials they must all consume in huge quantities for decades in the future.

The average electric vehicle with a 65 kwh battery pack will require over 100 pounds of copper, 20 pounds of cobalt and 100 pounds of lithium carbonate.

Remember how I mentioned Volkswagen wants to make electric versions of all 300 of its models. Below is a chart which shows the quantity of metals demanded by Volkswagen to go 100% electric, relative to the current annual production. These numbers are not exact. There is going to be variance depending on battery type, however the numbers are staggering enough as is.

The supply chain for electric vehicle inputs is already strained. China’s policy change is only going to strain it further. This is a good thing for paid members of Katusa Research, who are acting as EV material suppliers. Under supplied markets mean high prices and big profits for companies that can supply product to the market.

The price of cobalt, a crucial material in the Lithium-Ion battery has soared from $12 per pound to over $25 per pound in 18 months. Below is a chart of this EV-driven bull market.

The world’s largest lithium producer, Albemarle, said on a recent conference call that it is sold out of lithium for the next five years. The spot price for battery grade lithium has rocketed from $3.60 per pound to over $10 per pound since April 2015.

And of course, you probably know my thoughts on copper. The EV boom is very bullish for copper demand. Years from now, the world is going to want a lot more copper… but the industry simply can’t supply it at $3 per pound. Copper prices will need to be much higher than they are now. You can read by research on this situation here and here.

It’s estimated that nearly 1 million new EVs will be sold globally in 2017. Early this year, the respected Bloomberg New Energy Finance team estimated that there will be 8 million electric vehicles sold annually by 2030, and 65 million sold annually by 2040. I believe the huge news from China and Volkswagen could lead to these targets being hit sooner than expected.

The virtuous self-reinforcing cycle is coming… and it’s very good for EV market suppliers. Invest accordingly.

Regards, Marin

katusaresearch.com/rules-electric-car...

[verwijderd] 23 september 2017 00:48

www.reuters.com/article/us-volkswagen...

[verwijderd] 23 september 2017 00:50

Cobalt facts:
www.ecobalt.com/cobalt/cobalt-facts

seadoc 25 september 2017 21:18

www.visualcapitalist.com/massive-impa...

680 Posts, Pagina: « 1 2 3 4 5 6 7 ... 30 31 32 33 34 » | Laatste

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