Beiträge von Blue Horseshoe

  • Uranaktien: Minen, Explorer, Produzenten, Anwender


    schweden ist mittlerweile absolut pro nuclear und möchte auch kein end-datum des green labels in der taxonomie für nuklearenergie.

    Zitat von Blue Horseshoe

    Minister: Atomkraft kann als nachhaltig eingestuft werden
    Die Regierung ist der Ansicht, dass die Kernenergie als eine nachhaltige Investition eingestuft werden kann.
    Sie lehnt jedoch den Vorschlag der EU-Kommission ab, ein fertiges Endlager zu fordern und ein Enddatum für die grüne Atomkraft festzulegen.

    umso spannender wird, wie bereits schoneinmal erwähnt, das HÄGGÅN VANDIUM PROJECT das ca 800 millionen lbs uran enthält. die frage ist, wann fällt der schwedische "uranium mining ban"...


    bg bh

  • Energy Fuels Inc. / EFR, UUUU (TSX, NYSE)

    @Mio


    danke, das kenn ich, ich war durch die "millionen tonnen auf halde" ein wenig irritiert, hast du dazu noch information?


    irgendwie kann ich mir das nicht wirklich vorstellen, denn dann hätte nicht für ein heiden geld die mountan pass mine wieder auf machen müssen.


    https://www.sbsun.com/2017/04/…th-mine-in-mountain-pass/
    https://mpmaterials.com/what-we-do/
    https://www.reviewjournal.com/…-earth-materials-2366832/


    danke,
    bg bh

  • Energy Fuels Inc. / EFR, UUUU (TSX, NYSE)

    Zitat von Mio

    Daher sind in den USA zig Millionen Tonnen auf Halde.

    hast du dazu ein paar links, qualität der sande etc?


    bei den monazite sands kommt es dann ja auch wieder auf die ree gehalte/grades sowie recovery rates an.
    https://app.sharelinktechnolog…df3a338f7f630b7766b33dcf9


    hier der versuch der europäischen commission... von wegen resourcen in der eu...
    Economic assessment of monazite sands in Europe. Application to a Spanish recognized ore
    https://ec.europa.eu/growth/se…spanish-recognized-ore_en


    bg bh

  • Energy Fuels Inc. / EFR, UUUU (TSX, NYSE)

    Zitat von Mio

    Mir war die REE-Sparte durchaus schon einige Zeit bekannt.
    Allerdings wusste ich nicht, dass der Businessbereich REE schon Erlöse zu generieren scheint.

    moin mio, das nimmt schon ganz schön fahrt auf, irgendwo hatte ich da auch mal drüber geschrieben.
    schau dir die eventuell auch mal https://hyperionmetals.us/ an..
    gibts auch nen (ungepflegten) faden zu.


    https://www.energyfuels.com/20…oduce-Rare-Earth-Products


    LAKEWOOD, Colo., April 21, 2021 /CNW/ - Energy Fuels Inc. ("Energy Fuels") (NYSE: UUUU) (TSX: EFR) and Hyperion Metals Limited ("Hyperion") (ASX: HYM) are pleased to announce the execution of a non-binding memorandum of understanding ("MOU") for the supply of natural monazite sands ("Monazite") from Hyperion's Titan Project in Tennessee (the "Titan Project"). Energy Fuels plans to produce mixed rare earth element ("REE") products from processing the Monazite at its White Mesa Mill in Utah.



    bg bh

  • Energieversorgung bei Blackout, Solar, Diesel, Benzin, was tun?

    Zitat von Bembelpetzer

    trotz dem angeblichen Photovoltaikboom scheint über die Jahre der Gelbanteil relativ unverändert zu sein.


    der capacity factor spielt hier halt bei den "erneuerbaren" wind on/offshore sowie pv eine negative rolle.
    siehe ja auch capacity factor von ca 11% der windgeneratoren in frankreich(ertrag vs installierte leistung).
    dieses problematik haben wir in einem wesentlich höhrem faktor, da fr baseload zu ca 70% nuclear mit capacity factor von ca 92%. wir haben hier als baseload nur noch kohle(stein & braunkohle) sowie eben gas(nahrungs & bödenvernichtung "biomasse" aussen vorgelassen)



    laut ise frauenhofer waren 2021 ca 56,27gw wind onshore sowie 7,77gw offshore installiert.
    wenn ich auf den letzten aktuellen datensatz sehe, 11/2021


    installierte netto leistung:
    biomasse: 9,41 gw
    wind onshore: 56,12gw
    wind offshore: 7,77gw
    solar: 58,57gw


    im gegensatz dazu:
    Monatliche Nettostromerzeugung in Deutschland im November 2021



    Laufwasser 0,84 TWh
    Kernenergie 5,60 TWh
    Braunkohle 9,65 TWh
    Steinkohle 6,26 TWh
    Öl 0,12 TWh
    Gas5,51 TWh


    Biomasse 3,40 TWh
    Wind 10,31 TWh
    Solar 1,16 TWh


    ich wiederhole mich hier zwar, aber diese "energiewende" ist bereits mit tempo 250khm an die wand gefahren.


    gruß bh

  • Was ist eigentlich in Kasachstan los?

    Kazakh Zhuzes
    A feature of uranium deposits in Kazakhstan is the widespread possibility of mining by in-situ leaching of ore, which radically reduces the cost of production. Many deposits are located at shallow depths (400-500 m) and are covered with soft rocks.
    The cost of producing uranium raw materials in Kazakhstan does not exceed 34 USD/kg, and at current world prices of 110 USD/kg, the industry has excellent prospects. Under the USSR, uranium concentrate was processed in Kyrgyzstan into uranium nitrous oxide and sent to Russia. For 30 years of independence, Nazarbayev was able to significantly modernize the industry and make it independent from Russia through the creation of joint ventures and foreign investments. In 2005, the Suzak District of South Kazakhstan Oblast (Muyunkum Desert), a new uranium processing plant was opened (with a capacity of 3200 t/y; with such a productivity, reserves will last for 400 years).
    The United States showed interest in the extraction and processing of Kazakh uranium in the 2000s. This is not surprising, since the United States is the largest buyer of uranium in the world (27%). And although the United States has enough raw materials that they receive from Canada and Australia, they cannot ignore Kazakh uranium. Interesting facts and in many ways indicative, comw from Yulia Latynina. I will give her full quote:
    “Or 2005 is a wonderful story. Former US President Bill Clinton arrives in Kazakhstan and takes with him a Canadian businessman named Frank Giustra. And what do you think? They talked with Nazarbayev, after which Nazarbayev sells a package of state uranium to Giustra, which makes his company - it is called Uranium One - the first uranium company, number one in the world. What does Clinton get? You will laugh, he receives $ 31 million in his fund account. And after that, Uranium One sells 20% of its stake to Rosatom. Once again, the deal is approved by a man named Clinton, this time Secretary of State Hillary Clinton. And the Clinton Foundation - Surprise-Surprise! - again receives various contributions from Uranium shareholders. For example, 5.6 million dollars from Jan Telfer, a shareholder."
    Nice story, isn't it? (And they will teach us how to fight corruption?)
    And what about China? What are their interests in this topic? China has no interests in Kazakhstani uranium. During the years of his rule, Nazarbayev never allowed his great neighbor to the uranium pie. Experiencing an acute shortage of nuclear fuel, China has made a bet on replacing uranium with thorium and is preparing to launch the world's first nuclear thorium reactor.
    Why do I think that the uranium topic is extremely important when considering current events in Kazakhstan? Because humanity is on the verge of a "green transition", and the role of nuclear energy in it is a key.
    By the end of 2021, energy experts agreed that the role and potential of renewable energy in the global energy mix was somewhat overestimated. And since nuclear energy does not produce a lot of hydrocarbon emissions, many countries are in favor of revising its role in the future energy balance. A number of EU countries (France, Romania, Czech Republic, Finland, Slovakia, Croatia, Slovenia, Bulgaria, Poland and Hungary) have come up with an initiative before the European Commission to include nuclear energy in the list of green industries (in the European taxonomy) by the end of 2021. It is very likely that this issue will be resolved positively. Moreover, during the transition period (until 2050), this sector will play a key role in greening the world economy. And control over raw materials is of great importance in the future alignment of forces on the world stage. Numerous foresights of the world economy show the most important trend of world events in the near future - the global battle for resources, namely land, water and energy. I am afraid that in Kazakhstan we are now witnessing an episode of a battle for the energy of the future.
    The aggregate of Kazakhstani and Russian shares in the uranium market is close to 50%. If Russia wants to gain control over Kazakhstan's uranium as a "prize", it will sharply strengthen its position in the world balance of energy production. This development of events is dangerous for everyone.
    In my opinion, the development of events in Kazakhstan may follow one of the following scenarios:
    1. Restoration of the sovereignty of Kazakhstan. It cannot be fully restored; to one degree or another, the power in the state will depend on Russia. It is unlikely that Russia will refuse such a success - the possibility of including Kazakhstan in its orbit. In this case, it will inevitably put the uranium industry under its control. At the same time, a dictatorship of the most rude Asian kind, in fact, a despotism, will most likely be established in Kazakhstan. Thousands of prisoners will be sent to uranium mines as free labor, making the uranium business even more attractive.
    2. Protracted civil war. One of the main demands of the recent protests was the granting of equal participation of the zhuzes in governing the country. All power under Nazarbayev belonged to the Senior Zhuz. The Juinor zhuz was especially unhappy with this state of affairs. The age-old contradictions between these medieval clans are insoluble. For many centuries, the zhuzes were unable to create their own states, or find peace among themselves. Add to this the fact that institutionally Kazakh clans are not even feudal formations, but pre-feudal proto-states. The transition from feudal communities to capitalism is painful, but possible. The leap from a pre-feudal society with common clan property to capitalism with full private property has not yet been seen in history.
    The contradictions between the clans can become the basis for a protracted civil war. And since there are not two clans, but three, since in the event of a war, radical Islam will also appear on the scene, Russia will plunge not into a second Afghanistan, but to a second Syria. In this case, the fate of uranium mines is very problematic. Now most of them are on the territory of the Senior Zhuz and are controlled by the Nazarbayev family. If radical Islam comes from the south, this order can be easily destroyed. The consequences of establishing control over the mining and production of uranium oxide by the Islamists can be catastrophic. In this case, the collective West will be forced to intervene despite Russia's opposition.
    3. The collapse of Kazakhstan. Possible as a result of agreements between the zhuzes and as a result of the civil war. In this scenario, Russia will bite off the Russian-speaking Northern Kazakhstan from the Middle Zhuz and begin to negotiate for Baikonur. The remaining territory will be divided between the zhuzes. Most of the uranium mines will go to the Senior Zhuz, that is, the Nazarbayev family. It is unlikely that Russia will be able to establish control over them.
    Thus, Russia is satisfied with only the first scenario, the West - only the third, the Islamists - the second, China - like Russia, the first.
    We will soon find out what scenario will take place in reality. There are too many variables to try to predict Asian processes. This is a view of the multidimensional reality of Kazakhstan from the plane of the "green transition". And there are many such coordinate planes in this story.


    https://ukrainianpost.com/poli…abilization-in-kazakhstan


    bg bh

  • Was ist eigentlich in Kasachstan los?

    Uranium interests of the USA, Russia, China in the context of the destabilization in Kazakhstan


    Kazakhstan is the leader in uranium mining in the world and this determines the interest of the great powers in its fate.by NATALIA GLOBA


    Events in Kazakhstan are extremely difficult to understand. The whole tangle of players, problems and contradictions is like a multidimensional space with unstable, curvilinear and only partially deterministic coordinate planes. However, there are several main aspects. They are similar to coordinate planes in multidimensional spaces. The projections of events onto them are considered by numerous analysts. But projections in multidimensional space give little for understanding the overall picture, just like the projection of a cylinder onto a plane in the form of a circle or rectangle is terribly far from the three-dimensional image of an object.
    However, there is no other way to study an object than by measuring its components in any coordinate system. Therefore, the efforts of analysts are reduced to the construction of a more or less correct coordinate system and a method of measurement in it. As a rule, considerations are expressed in the following coordinates:

    • The geopolitical role of Kazakhstan in the US-Russia-China triangle and the possibility of its absorption by one or several players.
    • Place of Kazakhstan in the world economy and economic interests of geopolitical players.
    • Institutional matrix of Kazakhstan as a basis for predicting future events and opportunities for players (the role of pre-feudal zhuzes in politics and governance). The prospect of a split of the state into several state formations.
    • Cultural and religious matrix of the Kazakh people and the prospect of Islamization.


    In this article, I propose to look at another coordinate plane - Kazakhstan's place in the upcoming "green transition" of humanity .
    Kazakhstan is rich in raw materials . A third of the country's GDP comes from oil, gas, gold, chromium, manganese, copper, molybdenum and much more. And also uranium. And although in monetary terms, the extraction and primary processing of uranium ore does not give very much - only 1.7 billion dollars, this industry is strategically important. Kazakhstan holds 42% of the world uranium market, and its possible transfer to the control of Russia (5% of the world market) will radically change Russia's place in the world production of energy resources of the future.


    [Blockierte Grafik: https://ukrainianpost.com/crops/07a418/471x0/1/0/2022/01/10/q18HcDqbLdeVAXa545i5LupuJyPTesXBkT3z2aSb.jpg]



    Share of countries in world uranium mining. Kazakhstan is the absolute leader with more than 40%
    Kazakhstani uranium has several features. First of all, the deposits are concentrated in only three regions (see the map of the producing areas).


    [Blockierte Grafik: https://ukrainianpost.com/crops/4af33b/471x0/1/0/2022/01/10/FtWNxPADvXVPwl9adGNgKjwWmguRyaDOo82XaKGR.jpg]



    Uranium mining regions in Kazakhstan
    Now let's compare this map with the map of the control of the country's territories by three zhuzes - historical clans that ruled the Kazakh people for centuries, despite the fact that the territories were part of the Russian Empire, the USSR, or independent Kazakhstan. The overlapping of these two maps shows that the overwhelming majority of the deposits are located in the territories controlled by the Senior Zhus, to which Nursultan Nazarbayev belongs. In fact, this clan controls the entire uranium industry.


    [Blockierte Grafik: https://ukrainianpost.com/crops/275c31/471x0/1/0/2022/01/10/70spobKtYNtHyjh3N2tjZqRD292BALIIXN4vOzRH.jpg]



    Kazakh Zhuzes


    [Blockierte Grafik: https://ukrainianpost.com/crops/b1512c/471x0/1/0/2022/01/10/GhMTuZlgGv3aiTvqw0wW5FVUR8eanG74k1ySe4tM.jpg]

  • Energieversorgung bei Blackout, Solar, Diesel, Benzin, was tun?

    Zitat von Cheep

    mahschien kapuuut, schtrom weck.

    ach geht doch auch ohne strom. einfach ua. die dr-01 wieder in betrieb nehmen und nachbauen :D


    Externer Inhalt www.youtube.com
    Inhalte von externen Seiten werden ohne Ihre Zustimmung nicht automatisch geladen und angezeigt.
    Durch die Aktivierung der externen Inhalte erklären Sie sich damit einverstanden, dass personenbezogene Daten an Drittplattformen übermittelt werden. Mehr Informationen dazu haben wir in unserer Datenschutzerklärung zur Verfügung gestellt.

  • Was ist eigentlich in Kasachstan los?

    Zitat von lazybastard

    Ein Punkt, der bis jetzt kaum diskutiert wurde:
    Die Schnelligkeit, mit der Russland und die CSTO in der Lage waren, Kasachstan zu unterstützen.
    So, als ob sie einen Tip bekommen hätten und auf Abruf bereit standen, im Falle dass es los geht....

    ru hat immer truppen in bereitschaft, erst recht in dieser geo-politischen situation, darfst du nunmal nicht mit kuba etc vergleichen, da ist also nichts überraschendes daran.



    Zitat von Goldhut

    Wie kommt es bei "friedlichen" Demonstrationen zu Plünderungen, Zerstörungen von Gebäuden und Einrichtungen wie einem Flughafen Das wären auch in den USA Verbrecher - fertig. Einzig in Deutschland werden Plünderungen, das Anzünden von Autos usw. als legitime Proteste angesehen (siehe G20 Gipfel in HH).

    da hast du noch das töten von polizisten und wachpersonal auch mittels kopfabschneiden vergessen.
    auch haben viele "protestierende" militärischen körperschutz oder militärische waffen... gibts auch in kasachstan so nicht...


    https://news.obozrevatel.com/a…-kazahskie-klanyi/amp.htm


    Zurzeit kontrollieren die OVKS-"Friedenstruppen" in Kasachstan:



    98. Luftlandedivision der russischen Luftlandetruppen:


    Nur-Sultan Flughafen
    Generalstabsgebäude
    Telezentrum



    45. Brigade der russischen Luftlandetruppen:


    Flughafen Almaty
    Hauptquartier der Luftverteidigung
    Nur-Sultan



    31. Luftlandebrigade der Russischen Föderation:


    Ust-Kamenogorsk
    Kazatomprom
    Luftverteidigungszentrum Senezh
    Präsidentschaftspalast Nur-Sultan



    Übersetzt mit http://www.DeepL.com/Translator (kostenlose Version)


    bg bh

  • Was ist eigentlich in Kasachstan los?

    https://www.reuters.com/market…ium-shipments-2022-01-07/



    Transport disruptions the wild card for Kazakh uranium shipments



    • Uranium heading for China goes through Almaty
    • China has large stockpiles of the nuclear fuel - CRU

    LONDON, Jan 7 (Reuters) - Protests in Kazakhstan have not hit the country's uranium output so far, but if the crisis escalates and transport is disrupted, shipments of the fuel used to generate nuclear power from the dominant producer will be at risk.
    Days of violent unrest against a fuel price hike have prompted the government to declare a state of emergency in Kazakhstan, with soldiers shooting at protesters in its biggest city Almaty on Thursday. read more
    The country is the world's top uranium producer, accounting for around 40% of global supplies estimated at 50,000 tonnes a year. An assessment by S&P Global Platts showed uranium prices had risen 8.3% since Tuesday to $45.75 a lb on Thursday, the highest since Nov. 30.
    Miners and analysts say inventories and idled capacity that could be restarted are expected to limit any price rallies.
    Kazatomprom (KZAP.KZ), , the world's biggest uranium producer, said on Thursday it was operating normally with no impact on output or exports. CRU analyst Toktar Turbay said Kazakhstan's uranium mines are mostly in the Turkestan region, far away from where the protests are happening. read more
    But concern remains about how producers will get material from mines to end-users. Around half of the uranium produced in Kazakhstan is shipped to China, with the rest going to other markets including Europe and Canada.
    "Transport could pose a hurdle, as material heading for China travels through Almaty," Turbay said.
    China however has been adding to its uranium reserves and holds more than 10 years of consumption at current levels. Turbay estimates China has stockpiled 120,000 tonnes of uranium over the last 10 years.
    China's state stockpiler did not immediately respond to requests for comment.
    Uranium heading for Europe or Canada typically goes through Russia and the Black Sea, which avoids the Almaty region.
    Market sources say capacity idled because of low prices could be restarted to keep the market supplied.
    This includes capacity at Canada's Cameco (CCO.TO), which said on Thursday it could resume production of roughly 24 million lbs of uranium annually in North America if needed by the global market. read more
    U.S.-based Energy Fuels Inc (UUUU.A) said it could start producing 500,000 lbs of uranium annually within six months if prices for the nuclear fuel rise due to the political unrest in Kazakhstan. read more
    "Concern is focused on the ability to transport uranium out of the country," said William Freebairn at S&P Global Platts.
    "Utilities are generally conservative about their uranium purchasing and they secure material from a variety of geographic regions and have strategic inventories in order to reduce this kind of geopolitical risk."


    bg bh

  • Uran -- Märkte und Informationen

    https://www.lefigaro.fr/econom…e-thierry-breton-20220109


    Neue Generation von Kernkraftwerken: Die EU muss 500 Milliarden investieren, urteilt Thierry Breton


    Die zukünftigen Kernkraftwerke werden eine solche Investition "bis 2050" erfordern, schätzt der EU-Kommissar gegenüber dem JDD und plädiert für die grüne Kennzeichnung der Kernenergie.


    Die neue Generation europäischer Kernkraftwerke wird bis 2050 eine Investition von "500 Milliarden" erfordern, schätzt der EU-Kommissar für den Binnenmarkt Thierry Breton, der es für "entscheidend" hält, im Rahmen der Energiewende die grüne Kennzeichnung für Kernkraft zu öffnen.


    Lest auch "Vu d'ailleurs" Nr. 72 - Wird der Krieg der grünen Atomkraft stattfinden?


    "Allein die bestehenden Kernkraftwerke werden bis 2030 Investitionen in Höhe von 50 Milliarden Euro erfordern. Und 500 Milliarden bis 2050 für die der neuen Generation!", sagte der französische Kommissar in einem Interview mit dem Journal du dimanche (JDD) . Am 31. Dezember enthüllte die Europäische Kommission einen Entwurf für eine grüne Kennzeichnung von Atom- und Gaskraftwerken, die die Finanzierung von Anlagen, die zur Bekämpfung des Klimawandels beitragen, erleichtern soll.


    Diese Klassifizierung, oder "Taxonomie", definiert Investitionsbereiche, die von grünen Labels profitieren sollen. Das Ziel der EU, bis 2050 CO2-neutral zu werden, erfordert jedoch die Mobilisierung riesiger Investitionen: Die Taxonomie ist so konzipiert, dass sie die Finanzierung zu günstigen Bedingungen ermöglicht. Für Thierry Breton ist die Aufnahme der Kernenergie in die Taxonomie daher von entscheidender Bedeutung, damit der Sektor das erforderliche Kapital anziehen kann.


    VOIR AUSSI - Müssen neue Kernkraftwerke gebaut werden?
    "Industrielle Revolution von bisher unbekanntem Ausmaß".


    "Der ökologische Übergang wird zu einer industriellen Revolution von bisher unbekanntem Ausmaß führen. Dazu gehört auch ein Kapitalwettlauf zwischen den verschiedenen Energiequellen - allein die erneuerbaren Energien müssen jährlich 65 Milliarden Euro an Investitionen mobilisieren. Hinzu kommen jährlich 45 Milliarden Investitionen in zusätzliche Netzinfrastrukturen", schätzte er. Während heute 26% des in der EU erzeugten Stroms aus Atomenergie stammen, geht er davon aus, dass "die Kernenergie im Jahr 2050 mindestens 15% des gesamten (Energiemixes) ausmachen wird".


    Das Thema ist Gegenstand heftiger Debatten zwischen den EU-27, wobei ein Dutzend Länder - allen voran Frankreich - aktiv für die Kernenergie werben und Staaten wie Deutschland oder Österreich, die der zivilen Nutzung der Atomenergie sehr zurückhaltend gegenüberstehen, gegenüberstehen. Die Kommission schickte ihren Textvorschlag, der seit Monaten diskutiert wurde und noch vorläufig war, am 31. Dezember an die Mitgliedstaaten. Der Text enthält Bedingungen, darunter eine zeitliche Begrenzung: Neue Atomkraftwerke müssen bis 2045 genehmigt werden.


    Übersetzt mit http://www.DeepL.com/Translator (kostenlose Version)


    bg bh