Beiträge von Blue Horseshoe

    Copper market in 75,000 tonnes deficit in Apr 2021 – ICSG


    The global world refined copper market showed a 75,000 tonnes deficit in April, compared with a 13,000 tonnes deficit in March, the International Copper Study Group (ICSG) said in its latest monthly bulletin.
    For the first four months of the year, the market was in a 69,000 tonnes surplus compared with a 110,000 tonnes surplus in the same period a year earlier, the ICSG said. World refined copper output in April was 2.07 million tonnes, while consumption was 2.14 million tonnes.


    https://www.mining.com/web/cop…deficit-in-apr-2021-icsg/
    https://www.icsg.org/index.php…s/finish/114/3115?Itemid=


    bg bh


    ShadowStats’ John Williams: Why inflation now is really 13.5% and will get higher


    teil 1


    0:00 - Inflation, adjusted6:29 - 13.5% inflation8:25 - Money supply vs. inflation13:50 - Cryptos and money supply14:49 - GDP adjustments17:24 - Trade balance and global growth19:09 - Unemployment


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    teil 2


    0:00 - Is inflation only transitory?3:20 - Hyperinflation threat7:40 - Maintaining standard of living10:32 - Gold as inflation hedge12:47 - Other inflation hedges15:04 - Causes of hyperinflation 21:08 - John Williams' background


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    bg bh

    Ferner hätten sich Deutschland und die USA darauf verständigt, einen "grünen Fonds Ukraine" einzurichten mit einer Anschubfinanzierung von 150 Millionen Euro aus Deutschland. Ziel sei es, eine Hebelwirkung mit der Beteiligung privater Investoren in Höhe von dann insgesamt einer Milliarde US-Dollar zu erzielen. Dabei gehe es auch um Wasserstoffprojekte, Energieeffizienz und erneuerbare Energie. Die Ukraine wolle unabhängiger von russischem Gas werden. Deutschland habe technische Unterstützung zugesagt beim Anschluss des ukrainischen Stromnetzes an das europäische Stromnetz.



    ->> also bezahlen wir wieder "schutzgeld". quad erat exoectandum

    Sustainable Recovery Tracker


    https://www.iea.org/reports/sustainable-recovery-tracker


    In response to the Covid-19 pandemic and the ensuing economic crisis,
    governments worldwide have mobilised an unprecedented amount of fiscal
    support aimed at stabilising and rebuilding their economies – over USD
    16 trillion, based on the latest International Monetary Fund (IMF)
    estimates.


    Many countries have identified clean energy measures as a priority
    within their fiscal support measures. The IEA Sustainable Recovery Plan,
    developed in 2020 in collaboration with the IMF, estimated that if
    governments mobilised USD 1 trillion in clean energy investments each
    year from 2021-2023, they would boost the global economy, create
    millions of jobs and put emissions onto a Paris-compliant trajectory.


    The new IEA Sustainable Recovery Tracker measures global recovery plans against this target level of spending by:


    - Monitoring energy-related policies and government spending on clean
    energy measures by country and by sector in the wake of the pandemic
    - Evaluating the actual impact on total public and private recovery spending on clean energy measures.
    - Projecting the effect on global CO2 emissions trends.
    The Tracker relies on new, extensive policy analysis conducted by the
    IEA, including new modelling to estimate how much government spending
    mobilises private sector participation by region and measure type. Read
    more about this new methodology.


    The Tracker will be updated periodically to provide up-to-date
    assessments of how recovery plans are affecting clean energy investments
    and global emissions.
    _________________


    https://www.iea.org/reports/su…ng-sustainable-recoveries



    Governments have mobilised USD 380 billion in clean energy investment to date




    As of the second quarter of 2021, over USD 16 trillion has been mobilised in fiscal support aimed at stabilising and rebuilding economies around the world. This spending is mostly in the 50 largest economies, predominately G20 countries. The measures have focused on emergency health needs and near-term economic relief for companies and households.
    Of this fiscal support, around USD 2.3 trillion is going toward economic recovery, defined as long-term projects and measures to boost growth. Government spending on clean energy measures considered in the Sustainable Recovery Tracker falls in this category. Within that total, about USD 380 billion is being directed to energy-related sustainable recovery measures, as set out in the IEA Sustainable Recovery Plan.



    We assess that around two-thirds of the 380 USD billion will be administered by 2023 – an annual average of USD 84 billion in public spending going to clean energy. Almost all of the remaining government spending committed will be deployed before 2030, averaging around USD 18 billion annually to 2030.



    auch interresant daraus


    Key sectors and policy types in current recovery packages





    https://www.iea.org/reports/su…-tracker/explore-policies

    Osisko Mining Drilling Returns High-Grade at Windfall (96.7 g/t Au Over 2.2 Metres in Triple Lynx)


    TSX: OSK
    www.osiskomining.com


    Mr. John Burzynski reports:


    • 96.7 g/t Au Over 2.2 Metres in Triple Lynx
    • 97.4 g/t Au Over 2.0 Metres in Underdog

    TORONTO, July 20, 2021 (GLOBE NEWSWIRE) -- Osisko Mining Inc. (OSK:TSX. "Osisko" or the "Corporation") is pleased to provide new analytical results from the ongoing drill program at its 100% owned Windfall gold project located in the Abitibi greenstone belt, Urban Township, Eeyou Istchee James Bay, Québec.
    Significant new analytical results presented below include 96 intercepts in 25 drill holes (7 from surface, 18 from underground) and 20 wedges. The infill intercepts are located inside defined February 2021 mineral resource estimate (“MRE”) blocks (see Osisko news release dated February 17, 2021). The expansion intercepts are located outside the February 2021 MRE blocks and either expand resource wireframes or are in a defined zone or corridor but do not yet correlate to a specific wireframe.
    Osisko Chief Executive Officer John Burzynski commented: “The drill program at Windfall continues to deliver positive results. Both headline holes are infill holes from two different zones. Further, the first two intervals in hole OSK-W-21-2123-W5 extended Lynx 4 wireframe-3170 25 meters to depth and the third interval is in an adjacent area currently being modelled. Expansion drilling in the Triple Lynx corridor following up on hole OSK-W-20-2371-W1 which intersected 123 g/t Au over 2.4 meters (see Osisko news release dated April 8, 2021) successfully intercepted this new zone with the last interval in hole OSK-W-21-2275-W7. All these results will be included in the resource estimate update by the end of the year”.
    Selected high-grade intercepts include: 96.7 g/t Au over 2.2 metres and 29.3 g/t Au over 5.2 metres in WST-21-0824; 49.9 g/t Au over 4.0 metres in OSK-W-21-2503-W1; 97.4 g/t Au over 2.0 metres in OSK-W-21-2512-W1; 69.9 g/t Au over 2.4 metres in OSK-W-21-2522; 67.0 g/t Au over 2.1 metres in WST-21-0791; 28.7 g/t Au over 4.1 metres in WST-21-0797A; 51.9 g/t Au over 2.2 metres in OSK-W-21-2512. Maps showing hole locations and full analytical results are available at www.osiskomining.com.

    Ich habe mich >10 Jahre auf Den Ganzen Mist vorbereitet,
    "Climate Change", Energy Transition, Green Stuff, usw.usw, Den Ganzen Shit,


    und was nach und nach passiert ist "fast nach Drehbuch".

    ja, ist leider so, ist aber planwirtschaft und keine marktentscheidung oder ein durchsetzen von technologie aufgrund von besserer effizienz, preiswerter, erntefaktoren etc... sondern wie "kartoffeln auf befehl".
    lass dir eventuell meine posts zu eroei/eroi/gboe nochmal durch den kopf gehen, einen davon hattest du gelesen...


    ist Das für Mich total grossartig was nach und nach passiert,

    hmmm, diese politik meint es nicht gut, für eine masse von menschen ...


    Ich denke zu "Lebens Finanz Zeug" ist Das ECHT GUT SICH MAL ANZUSEHEN.

    finde ich zu 90%+ überflüssig, wenn ich so frei sein darf, beschäftige dich mit der austrian school of economy.
    menger, böhm-bawerk, mises, hayek, rothbard oder auch roland baader!(und viele weitere).


    bg bh

    The Gigantic Holes in Anti-Oil ESG Activism


    By Jude ClementeJuly 20, 2021
    <source media="(min-width: 768px)" type="image/webp"><source media="(min-width: 768px)" type="image/jpg"> (New York Stock Exchange via AP Images)
    Let’s start with the obvious: Oil is the world’s most important fuel, supplying 35% of all energy and over 95% of transportation needs. More than 6,000 everyday products contain oil as their core ingredient. Simply put, oil has no significant substitute, and it won’t for a long time. Massive amounts of wind and solar won’t displace “black gold” because these sources compete only in the power-generating sector, where oil effectively plays no role.
    Most Americans probably don’t realize that electricity already lost the transportation race to oil and its powerful derivative – gasoline – 120 years ago. In 1900, nearly 40% of U.S. cars were electric. Today, less than 1% of cars run on electric power (1.8 million out of 270 million). Despite the huge subsidies thrown at the industry over the past 10 years, electric vehicles largely remain “toys for the rich.”
    As the world’s economies rebound from COVID-19 and travel inevitably picks up, the need for more oil is becoming even more pressing. After the oil industry set a global-demand record in 2019 at 101 million barrels per day, the pandemic plunged demand to 92 million b/d in 2020. The Department of Energy, however, has just forecast that consumption will rise to 98 million b/d this year and above 101 million b/d in 2022.
    Not even a price surge has slowed the need for a fuel embedded in just about everything we do: Oil prices just saw their best first half since 2009 (see below). In recent months, oil companies have had the best run of any sector in the S&P 500. Investors that bet against, or pulled out of, U.S. oil fund USO (NYSEARCA:USO) have been burned. The popular oil Exchange Traded Fund nearly doubled in value since October last year, and others such as DBO, BNO, and USL are once again making for sound investments.


    vollständig
    https://www.realclearpolitics.…_esg_activism_146103.html


    bg bh

    aber gerne doch


    1.

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    2.

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    einfach den ganzen link incl. https:// dann sollte es automatisch als [ media]youtubelink[ /media] eingebunden werden. das ganze nur ohne leerzeichen also [media...


    bg bh

    wenn es euch zu viel "info" - ist bitte sagen dann schraub ich meine posts ein wenig zurück, möchte ja nicht den thread "zuspammen".


    ich beschäftige mich derzeit, mit der wenigen zeit die ich über habe, nun vermehrt mit der geplanten "net zero" politik und den damit verbundenen, weiteren investitionsmöglichkeiten.


    bg bh

    hier ein nicht uninterresantes "paper"!


    1143-final.pdf



    A major shift in the way the world obtains energy is on the horizon. For a new energy carrier to enter the market, several objectives must be met. New energy carriers must meet increasing production needs, reduce global pollution emissions, be distributed for availability worldwide, be produced and used safely, and be economically sustainable during all phases of the carrier lifecycle. Many believe that hydrogen will overtake electricity as the preferred energy carrier. Hydrogen can be burned cleanly and may be used to produce electricity via fuel cells. Its use could drastically reduce global CO2 emissions. However, as an energy carrier, hydrogen is produced with input energy from other sources. Conventional hydrogen production methods are costly and most produce carbon dioxide, therefore, negating many of the benefits of using hydrogen. With growing concerns about global pollution, alternatives to fossil-based hydrogen production are being developed around the world. Nuclear energy offers unique benefits for near-term and economically viable production of hydrogen. Three candidate technologies, all nuclear-based, are examined. These include: advanced electrolysis of water, steam reforming of methane, and the sulfur-iodine thermochemical water-splitting cycle. The underlying technology of each process, advantages and disadvantages, current status, and production cost estimates are given. KEYWORDS: hydrogen, sulfur, iodine, steam reforming, electrolysis, cost, nuclear, HTGR ∗ Leanne M. Crosbie, Tel. 703-510-0200, Fax. 703-519-0224, E-Mail: lcrosbie@mpr.comI. The Energy Carrier of the FutureResearch and development is constantly underway to create the next generation energy technology. It is impossible to know what the future holds, but future energy technology must certainly possess the following characteristics: • Since energy needs will continue to increase, the new technology must be expandable, • Future energy sources must be environmentally sound – “green energy” will become an increasingly important motivator, • The distribution of energy must be effective and allow for expansion to improve the standard of living around the world, • Energy production, transmission and use must be safe (both secure from outside threats and with a low risk to health and safety), • The energy technology must be economical. The last major shift in the energy market occurred with the introduction of electricity. Over the last century, electricity has satisfied each of the above criteria. It is expandable. It is an environmental improvement over the direct use of fossil fuels. Its transmission over the grids is robust and expansive. It is easy to use safely. And electricity is affordable. But as energy needs continue to increase, new solutions will need to be added to those offered by electricity. With these factors in mind, many believe that hydrogen is poised to be the next big revolution in the energy market. This paper considers several options for the production phase of this energy medium. The collection, transmission, and end-uses of hydrogen are not discussed. Specifically, the potential of three hydrogen production processes under development for the industrial production of hydrogen using nuclear energy are compared and evaluated. These are: • Advanced Electrolysis, • Steam reforming, and the • Sulfur-Iodine water splitting cycle. Water electrolysis and steam reforming of methane are proven and are used extensively for the production of hydrogen today. The Sulfur-Iodine cycle, a thermochemical water splitting process, is of particular interest because it produces hydrogen efficiently with no CO2 byproduct. The purpose of this paper is to familiarize the reader with the current status of nuclear-based hydrogen production, and to speculate as to which of these processes is the best candidate technology that will start the age of the “hydrogen economy,” which many experts agree is on the horizon.


    vollständig als pdf zum download einfach den titel anklicken.



    bg bh

    frankreich


    "To make hydrogen by electrolysis" France would require "the equivalent of four nuclear power stations dedicated solely to the production of electricity." [Alexander Kirch/Shutterstock]


    ___
    Les modes de production de l’hydrogène - Wege zur Erzeugung von Wasserstoff


    http://www.senat.fr/fileadmin/…1_0032_note_Hydrogene.pdf


    ___


    To produce low-carbon hydrogen on a global scale, 400 1GW nuclear reactors would be needed, according to a report published by the French parliamentary office for the evaluation of scientific and technological choices (OPECST). France report.
    These days, 99% of hydrogen is produced by inexpensive but carbon-intensive fossil fuels. The cleaner alternative of low-carbon hydrogen involves the use of electrolysis, which includes renewable energy sources or nuclear reactors.
    When it comes to nuclear power, OPECST is clear. “The path towards low-carbon hydrogen from nuclear electricity would represent 400 new 1 GW nuclear reactors [on a global scale],” according to the report published on Tuesday (18 May).
    Especially when several countries, including France, “are reducing the share of nuclear power in their energy mix” such a path would be “chimerical”, the report added.


    According to OPECST’s calculations, to make hydrogen by electrolysis, France would require “the equivalent of four nuclear power stations dedicated solely to the production of electricity.”


    “Hydrogen production represents 2% of French anthropogenic CO2 production,” said OPECST vice-president Gérard Longuet, who described traditional hydrogen production as “unbearable”.


    Longuet, along with Ecology Democracy Solidarity MP and mathematician Cédric Villani, believe France will not be able to do without nuclear energy to develop its production of hydrogen and limit greenhouse gas emissions.
    The two are, however, confident France will have to supplement this with other forms of electricity, such as that from renewable energy sources.
    But “renewable energy alone will not be able to take over the entirety of the hydrogen production conditions today, which are not satisfactory”, Longuet added.
    In 2020, nuclear represented 78% of electricity production in France. The share of renewables in total energy consumption in France stood at 19.1%, well below the country’s 23% target, which was set at EU level in 2009.
    According to Longuet and Villani, those benefitting from nuclear electricity “should be treated like [those benefiting] from decarbonisation in terms of taxation. The EU should not penalise this nuclear electricity.”


    A tug of war between France and the EU


    The tug of war between France and the EU over nuclear power, and clean energy in general, is not new. In July of last year, the European Parliament launched its draft resolution on the European Commission’s hydrogen strategy, which advocates for the use of low-carbon hydrogen in the short and medium-term.
    More recently, on 22 March, the Parliament’s industry and energy committee adopted a resolution supporting the production of hydrogen from low-carbon energy sources, which fails to mention the term nuclear power.
    On 21 April, on the eve of the climate summit organised by US President Joe Biden, the EU revised its climate ambitions as part of the “Fit for 55” package, according to which European Commission President Ursula Von der Leyen is set to announce in July that the share of renewable energies in the EU will be at least 38%.
    This will prove to be quite the headache for France, which will have to combine several modes of hydrogen production, mainly linked to electrolysis, while simultaneously limiting CO2 emissions.



    bg bh

    selbige entwicklung in den usa



    The US Department of Energy through the Idaho National Laboratory (INL) will pilot the use of nuclear energy to produce green hydrogen.
    Bloom Energy will provide its solid oxide, high-temperature electrolyser for the project to power the electrolysis process using nuclear energy.
    When the electric grid has ample power, rather than ramping down power generation, the electricity generated by nuclear plants can be used to produce cost-effective hydrogen in support of the burgeoning hydrogen economy, according to a statement.
    The most popular process to produce green hydrogen over the past few years is the use of other renewable energy resources such wind, and as such the partnership aiming to use nuclear will be an industry’s first.
    The pilot will be conducted at the Idaho National Lab’s Dynamic Energy Testing and Integration Laboratory in Idaho where researchers will simulate steam and load following conditions as if it were already integrated with a nuclear power station. These simulations will provide the opportunity to model operations in a controlled environment. The steam supplied to the electrolysers can also be generated by the thermal energy produced by the nuclear power plant, bolstering the overall efficiency of hydrogen production further.
    Bloom Energy claims its electrolyser has a higher efficiency than low-temperature electrolyser technologies, thereby reducing the amount of electricity needed to produce hydrogen.


    Tyler Westover, Hydrogen and Thermal Systems Group lead at INL: “This expands the markets for nuclear power plants by allowing them to switch between sending power to the electrical grid and producing clean hydrogen for transportation and industry energy sectors.”
    Venkat Venkataraman, EVP and chief technology officer, Bloom Energy, adds: “We must think creatively and seek all possible low, zero, and negative carbon solutions to benefit our planet. Harnessing excess energy to produce hydrogen is a solution with a positive impact on global decarbonisation efforts and we look forward to working with the team at Idaho National Laboratory to make this a reality.
    “As a result of this pilot, we expect to establish carbon-free hydrogen generation with the highest efficiency of any electrolyzer in the market today.”
    Green hydrogen is expected to play a key role in decarbonising both the US and global economies, hence the industry has over the past two years witnessed an increasing amount of companies and governments pledging to invest massively in deployment. However, one would argue that the green hydrogen market is still in its infancy stages evidenced by the majority of the projects being pilots and investments being directed towards research and development and infrastructure preparedness.
    This May, the DoE announced that it will provide some eight university-led projects with nearly $6.2 million in federal funding for research and development projects aimed at advancing hydrogen. Secretary of Energy Jennifer M. Granholm said hydrogen will help the US to meet its goal of becoming producing 100% of its electricity from clean sources by 2035.
    She said: “Our economic competitors are getting serious about harnessing carbon emissions free power from hydrogen, and so the US must as well.
    The projects will address fundamental scientific challenges and applied engineering issues associated with advancing the performance and efficiency of combustion turbines fueled with pure hydrogen, hydrogen and natural gas mixtures, and other carbon-free hydrogen containing fuels.

    Russia in the Global Hydrogen Race


    Advancing German-Russian Hydrogen Cooperation in a Strained Political Climate


    In October 2020, Russia adopted a roadmap for hydrogen development, and a full-length Hydrogen Development Concept is expected soon. Even though Russia remains somewhat sceptical about hydrogen’s much-vaunted transformative potential, it is interested in using its natural gas wealth to become a leading exporter of this new energy carrier and views Germany as a key partner in this effort. In the absence of a serious national decarbonisation agenda in Russia, stimulating hydrogen production primarily for exports and without significant domestic demand will be a challenge. Still, amid Russia’s steadily worsening political relations with the West, clean energy (and hydrogen in particular) is one of the few promising areas of cooperation betweenGermany and Russia, with the potential to become a major steppingstone for the development of hydrogen value chains in both countries.


    2021C34_Russia_Hydrogen.pdf



    ___________




    New units and hydrogen production planned for Kola NPP



    Russia’s Kola NPP said on 18 June that the time frame for the construction of new units at the Kola-II NPP had been determined, with work expected to start in 2028, and the commissioning of the first unit scheduled for 2034. It is assumed that the Kola-II will be a two-unit facility with two innovative 600MWe VVER-type power units each with spectral regulation and high safety indicators.
    “The service life of the current power units at the Kola NPP ends in 2033 and 2034, and today we are faced with the question of the need to replace the retired capacities,” Kola NPP Vasily Omelchuk told an online press conference. “The decision to build the Kola-II NPP was made at the end of the last century, but was not implemented. However, a construction site was selected and preliminary surveys were carried out.”
    Kola NPP, with four VVER-440 reactors, was the first nuclear power plant to be built in the harsh climatic conditions of the Arctic. Today it transmits electricity through five power transmission lines, providing reliable power supply to the northern part of the Republic of Karelia, where most of the region's large industrial enterprises are located, as well as more than 50% of consumers on the Kola Peninsula.
    Meanwhile, it was announced that the Kola NPP will start producing hydrogen in 2023 after being selected as a pilot site for the creation of a bench test complex for the production and handling of hydrogen.
    The Kola NPP was chosen for several reasons, the main ones being a surplus of generated energy, its low cost, as well as the availability of all the necessary infrastructure and experience in the production of hydrogen in small quantities for the plant's own needs.
    “We have to create a system for handling hydrogen on an industrial scale - receiving, compressing or liquefying and transporting,” said Omelchuk. “In 2023, we must put into operation a complex with electrolysis plants with a capacity of 1MW, then it is planned to increase the capacity and productivity to 10 MW. If the technology works, then it will be reproduced throughout the Russian Federation.”


    bg bh




    der reset kommt so oder so, da wir kein geld mehr haben sondern nur noch währung(currency).
    ab einem gewissen punkt wirds zum selbstläufer, egal ob politisch eingeläutet oder durch die marktkraft die sich irgendwann irgendwo so entfesselt dass, auch das "whatever it takes" der hyperinflationär geldschöpfenden zentralbanken zum sargnagel werden kann. denke drann, freie märkte haben wir nicht mehr!


    bg bh