Beiträge von Blue Horseshoe

    mit über ca 43% welt produktionsanteil ist kaz von großer bedeutung für den uranmarkt. das ist sicherlich keinem neu der den markt ein wenig kennt.


    umso wichtiger ist es die politische entwicklung im auge zu behalten. bitte entschuldigt daher den doppelpost der information Uranaktien: Minen, Explorer, Produzenten, Anwender


    https://www.reuters.com/market…er-fuel-price-2022-01-05/



    Kazakhstan government resigns after violent protests over fuel price




    ALMATY, Jan 5 (Reuters) - Kazakh President Kassym-Jomart Tokayev accepted the government's resignation on Wednesday, his office said, after a fuel price increase in the oil-rich Central Asian country triggered protests in which nearly 100 police were injured.
    Police used tear gas and stun grenades late on Tuesday to drive hundreds of protesters out of the main square in Almaty, the former Soviet republic's biggest city, and clashes resumed on Wednesday.
    The protests shook the former Soviet republic's image as a politically stable and tightly controlled country, which it has used to attract hundreds of billions of dollars of foreign investment in its oil and metals industries over three decades of independence.


    ...


    bg bh

    https://www.reuters.com/market…el-price-rise-2022-01-04/


    Kazakhstan declares state of emergency in protest-hit city, province


    https://www.reuters.com/market…er-fuel-price-2022-01-05/
    ALMATY, Jan 5 (Reuters) - Kazakh President Kassym-Jomart Tokayev accepted the government's resignation on Wednesday, his office said, after a fuel price increase in the oil-rich Central Asian country triggered protests in which nearly 100 police were injured.



    kaz position im auge behalten, ich habe mal auf 1/3 meiner position zur risikoreduktion ein trailing stop loss gesetzt, wäre dann ein freiläufer.


    bg bh

    TOKYO -- Reviving its research efforts in fast reactors, Japan will take part in a U.S.-led project to develop the facilities, seeking access to technology crucial to recycling spent nuclear fuel.
    https://asia.nikkei.com/Busine…U.S.-fast-reactor-project


    glaube das hatte ich schonmal eingestellt, im rahmen der aufnahme in die taxonomy aber durchaus nochmals einen blick wert
    https://www.gen-4.org/gif/uplo…21-09-02_10-23-35_539.pdf


    zb:
    seite 42 - Table 5: Statistical Mean Total Lifecycle GHG Emissions for various sources of electricity
    seite 45 - Table 7: Range of electric power technology emissions



    bg bh

    wieder stress bei den energierohstoffen - kohle wird wieder knapper


    https://thediplomat.com/2022/0…ts-to-head-off-blackouts/
    Over the weekend, Indonesia’s government announced that it was banning coal exports for the month of January, after supplies at domestic power plants fell to critically low levels, raising the risk of widespread blackouts.
    Despite being the world’s biggest exporter of thermal coal, having exported some 400 million tons in 2020, Ridwan Jamaludin, an official at the Ministry of Energy and Mineral Resources, announced that the government was prioritizing local power generation capacity.
    “It’s beyond us and it’s temporary. If the ban isn’t enforced, almost 20 power plants with the power of 10,850 megawatts will be out,” Ridwan said in a statement, according to Reuters. “If strategic actions aren’t taken, there could be a widespread blackout.”


    wird china ein wenig treffen da eine gewisse abhängigkeit der importe besteht.
    https://www.bloomberg.com/news…-from-indonesia-to-record
    https://www.power-technology.c…d-coal-production-prices/


    gruß bh

    guten morgen zusammen,


    nachdem ich von @David M. Reymann bisher auf meine anfrage vom 10.11.21 leider keine antowort bekam, möchte ich an dieser stelle die moderatoren @LuckyFriday @Edel Man nochmals um die klärung folgender fragen bitten:


    1. funktionierende ignore funktion, blockung von pn`s integrieren...?
    2. gibt es ein limit per user an speicherplatz für hochgeladene medien(bilder, pdf ...)?
    falls ja, wo kann ich die resource managen oder zumindest sehen wie viel platz mir zu verfügung steht.
    3. das einfügen einer funktion, seine medien zentral zu verwalten, was auch helfen würde doppeluploads zu vermeiden oder nicht mehr benötigte
    zu löschen(und so ja auch das forum wieder zu entlasten).


    danke!
    grüße bh

    Man sollte dazu wissen, dass die Empfänger der Links schon Plusmitglieder gewesen sein müssen,

    liebes deichkind, der du glaubst immer alles zu wissen...
    ich hatte mal zum reinstöbern meinen account login daten weitergegeben und wenn das jetzt jemandem nicht passt, dann löscht mich einfach.
    die meisten guten beiträge, 90%+ kommen hier von maximal 100 usern, und da gehörst weder du, liebes kind von deich, noch du liebes hühnchen dazu.


    ansonsten ist es nur reinster sozialneid. du hast ja nichtmal eine ahnung wer ich bin, oder was ich beruflich mache, wen ich kenne etc. echt zum lachen, wenns nicht so traurig wäre. mein verlust ist das sicher nicht - siehe meine beiträge im uranfaden und warum ich das bisher gemacht habe. nicht das ich was davon habe, sondern das andere davon profitieren können(fuck you status).


    grüßle und tschüß
    bh

    und ich habe gedacht, wir sind ein Corona-Forum....

    super witz - danke. bei dem thema ist wenigstens noch ein direkter bezug. was wohl bei den nacktbildchen doch eher fehlt. daher sei mal erwähnt das ich das forum mehreren freunden empfohlen hatte, die den ökonomischen
    ansichten hier weitgehend zustimmen und eine wahre bereicherung für die community gewesen wären(investmentbanker & commodity trader) - nach der sichtung der bildchen gab es nur noch hohn und spott(diesen thread hatte ich zu der zeit noch nichtmal entdeckt - sonst hätt ich die links gar nicht verschickt).


    grüße bh

    Ich hatte heute morgen dir dazu geraten, einfach weg zu schauen. Was ist daran so schwierig? Mache ich oft...Und jetzt musst du gar nicht mehr wegschauen (für den Moment), da das "schreckliche" Bild gelöscht ist.

    vorab entschuldigung, das ich jetzt wieder eins auf spielverderber mache, aber meine meinung dazu, steht wie ich sie schon öfter geäußtert habe, auch dazu fest. ich habe mich hier nicht für ein "erotikforum" angemeldet - und ja, mich hat das in der vergangenheit massiv genervt, schaue halt jetzt nicht mehr in den thread, kann/konnte aber das forum deshalb auch keinem weiterempfehlen.


    ich fände es toll wenn eine ignore funktion gepatcht werden könnte.(bitte gleich dazu noch eine übersicht wie viel speicher man als user am server hat und am besten ein medienverzeichnis seiner uploads :) )


    grüße bh

    Korea selected to participate in Egypt's nuclear power project


    Korea has been selected to participate in the El-Dabaa nuclear power plant project in Egypt, playing a key role in the building of that country's first nuclear generator and adding another success in the campaign to promote Korea's relevant technologies and expertise overseas.
    ...


    https://koreajoongangdaily.joi…aa/20220102155605169.html
    ---


    Uranium Story Part 16: Catalysts for 2022



    The uranium market has corrected in the past month and we enter 2022 looking for near term catalysts. I will attempt to list those catalysts for 2022.
    First, why the correction? The Omicron variant of COVID has spread across the world, throwing uncertainty into markets. In addition, the US Federal Reserve is tapering bond purchases and has made controlling inflation (no longer “transitory”) their prime goal. This means hiking up interest rates. On top of that, Sprott has been unable to buy more uranium through their trust, as share prices have corrected. The trust is frequently at a discount to NAV and unable to issue more trust units to fund uranium purchases. Finally, the uranium spot price has decreased to the low $40s per pound.
    Uranium equities have taken as deep as 40% correction. Rough ride. But that’s expected in uranium. All in all, uranium mining shares couldn’t stay at recent all-time highs with a decreasing spot price plus all aforementioned events.
    Uranium Catalysts for 2022:
    So, what catalysts can get uranium out of this slump in 2022? Here is a list of 12 things:

    1. Inclusion of Nuclear into the EU Taxonomy – Nuclear will likely be added to the EU’s taxonomy on environmentally stable economic activities in 2022. This would provide legitimacy for ESG funds, especially climate-focused funds, to pour money into nuclear-related equities. It is a high likelihood uranium mining stocks will benefit. I’m guessing it will be a trickle at first, and as the supply deficit balloons in subsequent years, the money will be huge in relative terms to sector market cap. Final inclusion should occur by the first half of 2022, after the European Parliament and the Council scrutinize it and accept it.
    1. Climate Impacts in 2022 – A brutal winter storm which clearly reveals the dangers of dependency on imported fossil fuels and the intermittent renewables can inch nuclear energy into mainstream discussion. If anything, the high prices of electricity is driving Europe to review their energy policies. The same applies to brutal summers. These events can be significant when they occur but steering the masses to nuclear will take time. Early money will place their bets.
    2. End of COVID-19 Pandemic – Omicron is so far proving the most transmissible variant thus far but data suggests it is less lethal than Delta. Vaccinations and improvements to treating covid have helped improve immunity and reduce probability of severe illness. Expect economies to bounce back and markets to climb.
    3. Chinese Economy – Sometime in 2022, I expect the Chinese economy to prove once again it is the world’s growth engine. With the end of the pandemic comes the end of city-wide lockdowns of millions and a return to “normal”. This is important for the world economy. (The likes of Apple and Tesla obtain substantial percentage of revenues from China. Apple is 6.86% of the S&P 500. Tesla is 1.9%). China isn’t going anywhere, and they’re building the majority of new nuclear power plants and securing uranium supplies while it is cheap. Uranium bulls need China. As a side-note, the trade war will likely persist for all 2022. It is possible inflation tips the political cost-benefits and leaders call off the trade war, but I doubt it.
    4. SPUT and URNM – Sprott expects a NYSE listing of their physical uranium trust (SPUT) by the first half 2022. The Northshore Mining Index URNM should also be taken over by Sprott in the next few months. I’m confident they’ll succeed in the NYSE listing. Since inception of the trust, Sprott purchased 23 million lb of uranium between July to the end of 2021. Based on this rate, I’m estimating Sprott buys at least 40 million lb U3O8 in 2022. The bulk of purchases will come after the NYSE listing. That’s a conservative estimate.
    5. ANU Energy OEIC, Ltd. – The Kazakhstan-based physical uranium trust will continue to buy and sequester uranium. ANU is a private physical uranium fund, starting with $50 million, and expandable up to $550 million. The initial $50 million should be enough for 1 million lb of U3O8, assuming $50/lb. If private investors provide the other $500 million, that’s another 10 million lb sequestered from the market!
    6. Yellow Cake PLC – This London-based physical uranium fund made an announcement on October 26, 2021 to raise $150 million for uranium purchases of about 3 million lb. I suggest investors monitor future announcements.
    7. Incentive uranium pricing second half 2022 – John Borshoff, CEO of Deep Yellow and ex-CEO of Paladin Energy, has stated “incentive pricing is going to probably start clicking late next year – enough pricing to incentive new development.” That’s likely $60 per pound by year end, which is about a 50% increase from current prices. John’s reputation and experience within the uranium mining industry is significant. Note, at the start of 2021 until the end of 2021, the spot price went from $30/lb to $42/lb, a 40% increase. In that same period, URNM went up approximately 70%.
    8. Long-term contracting begins for US utilities – 2022 will be the first year a portion of US utilities will not be covered for their requirements. As per Yellow Cake PLC, only 84% of US utilities will have their needs covered in 2022. We’ll watch and see how utilities behave.
    9. Supply Chain – 2022 should see supply chain issues begin to ease. These issues will not be resolved by the end of 2022 but they theoretically will be improved. As it improves, it eases the capital required to develop uranium mines.
    10. Energy and commodities – As the world economies get over covid, prices of oil, natural gas, coal, etc. will remain elevated due to lack of supply and increasing demand. The supply shortage comes from a lack of investment to find new reserves and replace consumption. The same can be said of many commodities such as copper, rare earths, etc. Energy security and independence (a.k.a energy sovereignty) may overtake climate action as the primary motivation to embrace nuclear power.
    11. Inflation and interest rate hikes – The Federal Reserve is tapering bond purchases and will start hiking interest rates in the second half of 2022 to combat inflation. I suspect inflation will stick around longer than anticipated due to energy and supply chain woes. Generally, the more energy costs, the more everything costs. Supply chain hell makes it worse. End result, prices go higher. Based on these assumptions, will raising interest rates really curb inflation? The Fed knows this, but they have to raise rates just for legitimacy to its institutional missions (target inflation, maximize employment). Easy money is over and it can create pressure on the market. However, companies with cash flow, who can thrive with minimum input costs versus expansion of revenues will succeed.

    Possible Positive Surprises:

    1. The U.S. becomes interested in a major nuclear build out – This is unlikely but possible. The current administration has failed to pass the Build Back Better bill. Midterm elections are approaching. This means the US Congress (Senate and House of Representatives) can have a re-allocation of Republican and Democrat votes. We may get surprised if the U.S. leans heavily into nuclear power to lower carbon emissions.
    2. China becomes extremely aggressive with uranium purchases – If this occurs, the long-term uranium contracting cycle may happen earlier than expected. The ultimate uranium catalyst. The last time they stepped in was around 2014. Securing long-term contracts a little early would not surprise me. China however has quite a stockpile of uranium already. Year 2024 to 2025 is still the expected time for uranium to take off. We’ll see.
    3. If South Korea elects presidential candidate Yoon Suk-yeol, he has publicly said he will export 10 nuclear power plants by 2030 and to resume construction of two nuclear reactors at home. He is critical of the current administration’s nuclear phase-out plan. The election is in March 2022. So far, it’s uncertain who will win. Regardless who wins, the benefit I hope to see is nuclear power policy has more informed debate. Let science prevail in policy.

    ...


    https://esurien.com/2022/01/ur…rt-16-catalysts-for-2022/


    aee/aura nimmt fahrt auf, auch was das deposit in schweden angeht:


    Australia's Aura Energy has lodged a claim against the Swedish government for compensation for the financial loss resulting from a ban on uranium exploration and mining, introduced in August 2018. The company had planned to extract uranium as a by-product from its 100%-owned Häggån polymetallic project in Sweden.


    Aura announced on 8 November that it had notified Sweden in writing of its claim under the Energy Charter Treaty (ECT). This treaty is a multilateral legal framework promoting cross-border cooperation in the energy sector, comprising 54 signatories and presupposes that signatories respect fundamental legal principles. Aura says the ECT - of which Australia and Sweden are both signatories - provides "a level playing field of rules to be observed by all participating governments, thereby mitigating risks associated with energy-related investment and trade".
    Aura says it has requested an "amicable settlement" from Sweden. Under the ECT, negotiations between Aura and the Swedish government will end within three months.
    Häggån, previously known as Storsjon, forms part of a large uranium field in central Sweden. Figures released in mid-2012 estimated resources of 800 million pounds U3O8 (307,718 tU) at Häggån, making the Swedish project the second largest undeveloped uranium resource in the world, Aura says. The uranium occurs with molybdenum, vanadium and zinc in black shales, and Aura has reported yields of up to 85% uranium from bioheap leaching tests.
    In February 2013, Aura announced it had accepted Areva Mines as strategic partner in the project and had entered a binding cooperation agreement, but Areva later pulled out of this.
    However, on 16 May 2018, the Swedish parliament passed an amendment to the Environmental Code banning uranium exploration and mining in the country. As from 1 August that year, no permits for uranium exploration or mining will be issued for any such applications submitted from that date.
    Older regulations still apply to applications granted before 1 August 2018, as stated by the transitional provisions. Cases of exploration permits or the renewal of exploration permits initiated by the Chief Mining Inspector before 1 August 2018 are also subject to older regulations in accordance to the transitional provisions.
    "In line with Aura's internal innovation stance the company had commenced transitioning Häggån to development and production of a broader metal suite," Aura said in its 2018 Annual Report, published in September last year. "With metal price changes it soon emerged that Häggån's greatest value lay in its vanadium content."
    Aura earlier this year completed a revised scoping study for the Häggån project focusing on the potential for a major vanadium project, with no uranium extraction.
    There is currently no uranium mining in Sweden. The country has eight nuclear power reactors providing about 40% of its electricity. Sweden imports most of its nuclear fuel, including all enrichment services.


    https://www.auraenergy.com.au/haggan-vandium-project/


    bg bh

    sorry mich nervt diese diskussion langsam ein wenig, rücksetzer einfach kaufen und gut ists.


    kein sektor ist so unterbewertet wie der uransektor, siehe den vergleich der marktkapitalisierungen im energiesekor. daher mal die frage, wann gibt es denn ein gap up? doch wohl wenn sich die unterligenden fundamentaldaten oder/und technischen faktoren positiv verändern. es muss keinesfalls geschlossen werden. es kann - oder eben auch nicht.