Beiträge von Blue Horseshoe

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    https://www.newsfilecorp.com/release/151457
    Fission 3.0 Announces Appointment of Sprott Capital Partners

    Kelowna, British Columbia--(Newsfile Corp. - January 17, 2023) - Fission 3.0 Corp. (TSV: FUU) (OTCQB: FISOF) ("Fission 3" or "the Company") is pleased to welcome Sprott Capital Partners ("SCP"), Peter Grosskopf, David Wargo, and Leslie Yang, as financial advisors on strategic matters, including the procurement of potential strategic investors. SCP will assist Fission 3.0 with the advancement of its 100% owned Patterson Lake North ("PLN") project.
    Dev Randhawa, Chairman & CEO of Fission 3, commented: "We are delighted to partner with SCP as we continue to explore the parameters of our new world-class discovery. We note that Mr. Grosskopf, Mr. Wargo and Mr. Yang of the SCP team were closely involved with the formation of Uranium Participation Corp. (now Sprott Physical Uranium Trust) and have unparalleled experience in the financing of global uranium projects."
    SCP, a global leader in precious metals and energy transition investments, is a Toronto & London based independent financial boutique providing a comprehensive suite of capital raising and advisory solutions to natural resource companies. The team consists of experienced finance professionals with major multinational, banking and emerging markets experience that is complemented by geological and engineering expertise.


  • Gold und Goldindustrie Rußlands

    Zitat von Edel Man

    "Die iranische Zentralbank führt derzeit Gespräche mit Russland über die Schaffung eines neuen, mit Gold unterlegten Stablecoin. Einem Bericht der russischen Nachrichtenseite Wedomosti zufolge würde der neue Token als Zahlungsmittel bei Außenhandelsabrechnungen anstelle des Dollars, des russischen Rubels oder des iranischen Rial verwendet werden. Die Quelle für den Bericht war Alexander Brazhnikov, Geschäftsführer von RAKIB, dem russischen Verband für Kryptowährungen und Blockchain.

    m-cbdc etwas anders als das bis projekt https://www.bis.org/about/bisih/topics/cbdc/mcbdc_bridge.htm ?
    m-cbdc für die brics+?


    aus dem letzten beitrag - war and peace von pozar
    https://plus2.credit-suisse.co…7k6igsca7azmsnjxid59q5wex


    I don’t think 2023 will be different: in a number of regions in Europe and Asia,
    the threat of a hot war is real; the BRICS are set to expand with new members
    (“BRICSpansion”), which means more de-dollarization of EM trade flows;
    CBDCs are spreading like kudzu, with Türkiye the latest country to launch one;
    and with the launch of every new CBDC, the potential of Project mBridge
    to diminish the role of the dollar in FX transactions and trade invoicing will rise
    as it interweaves BRICS (and soon BRICS+) central banks into a global network
    to rival the global network of correspondent banks on which the dollar system runs.


    https://www.ledgerinsights.com…russia-cross-border-cbdc/
    https://www.ledgerinsights.com…bridge-swift-replacement/


    ...

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    https://www.prnewswire.com/new…pv-and-irr-301723039.html


    Fission Announces Tier 1 Economics for PLS with Feasibility Study: Lower Initial CAPEX, Increased Mine Life, NPV and IRR


    These impressive FS results further enhance the robust economics outlined in the 2019 pre-feasibility study (the "PFS"). Highlights include a longer mine life of 10 years, greatly increased after-tax NPV of $1.204B at 8% discount, higher after-tax IRR of 27.2% while still maintaining a very low OPEX of $13.02/lb. All currency figures are expressed in Canadian dollars unless denoted otherwise. The exchange rate used is 0.75 US$/C$1.00. Of additional note, initial CAPEX is marginally lower (~2%) than the PFS for a total of $1.155B – a remarkable achievement given current global inflation. The results confirm the economic strength of the PLS project as well as its minimal environmental footprint. With nuclear energy and the uranium sector strengthening year on year, Fission is ideally positioned to continue developing PLS through the environmental assessment and licensing phase. The FS has an effective date of January 17, 2023.
    Ross McElroy, President and CEO of Fission, commented, "With greatly enhanced economics, including an increase of 42% to the mine life, an incredible 71.5% increase in post-tax NPV and a 10.2% growth in post-tax IRR, this feasibility study confirms the Tier 1 PLS project as one of the most economically significant and elite uranium development projects in the world. Showing CAPEX to be lower than in the 2019 Prefeasibility report, particularly with the pressures of high global inflation, is a remarkable achievement and speaks volumes regarding the team's design and planning abilities. Beyond the economics, the shallow, high-grade nature of our deposit gives us a very small environmental footprint – an advantage that we have built on with comprehensive monitoring since the start of drilling in 2012 and increasing Indigenous engagement. Going forward, thanks to the strength of this feasibility study and the success of our ongoing social engagement, we will continue advancing through the Environmental Assessment and on towards a construction decision."
    Feasibility Study Highlights

    • Construction timeline of 3 years with an estimated initial capital cost of $1.155B
    • Increased mine life to ten years with LOM production of 90.9 million lbs of U3O8
    • Addition of R840W orebody into the FS mine plan contributing to increased Mineral Reserves
    • Average unit operating cost of $13.02/lb U3O8
    • Robust post-tax economics:

      • IRR of 27.2%
      • NPV of $1.204B at 8% discount
      • Payback period of 2.6 years

    Scope for Resource Growth
    While the FS only considers Indicated Resources from the R780E, R840W and R00E zones, the mine plan has been deliberately designed to easily accommodate additional material from the R1515W and R1620E zones based on the potential future conversion of Inferred Resources to Indicated Resources. The majority of mineralization at these two on-strike, high-grade zones is currently defined as Inferred Mineral Resource classification and thus not considered for inclusion in the FS mine plan. As proven by the Company's drilling at the Triple R deposit's R780E, R840W and R00E zones, Fission has an excellent track record of converting Inferred-category resources to Indicated-category. As a result, there is a clear path for growing the deposit, potentially leading to an increased resource as well as a longer mine life.

    • Mine Life and Zone Expansion: The FS mine plan has increased the mine life to 10 years. Both the R780E and R840W zones are open at depth and along the plunge to the east. Further opportunity exists to grow the resource in those directions, potentially extending the underground mine life even further.
    • Additional Zones: The FS mine plan has a future opportunity to accommodate the potential conversion of Inferred Resources to Indicated Resources at two high-grade, on-strike zones - R1515W and R1620E – that are not yet part of Mineral Reserves.
    • Mineralization Upgrade: The FS mine plan does not include areas of Inferred Mineral Resources in the R00E, R840W and R780E zones. An opportunity exists to upgrade to Indicated Mineral Resource with future planned drilling.

    Reduced Environmental Impact

    • The underground mine plan eliminates direct physical impacts on Patterson Lake and the Clearwater River drainage. Other than a dock, freshwater intake and treated effluent diffuser, all other infrastructure related to mining and processing at PLS is set back to maintain an acceptable riparian buffer to the shoreline of Patterson Lake.
    • The revised Project layout maintains a compact footprint, and facilities have been placed to avoid local areas of old-growth jack pine forest and heritage resource sites.
    • In the absence of hydro utilities, using LNG for site power generation instead of diesel, while only marginally reducing the greenhouse gases, significantly decreases emissions of particulates and sulphur and nitrogen compounds.
    • Metallurgical test work indicates that the Project will be able to meet the water quality ranges for treated effluent discharges found at other uranium mining operations in Saskatchewan.
    • Modelling of the Tailings Management Facility (TMF) interactions with groundwater indicates that the current design will be protective of groundwater quality in the long term and thus protective of the Patterson Lake drainage.
    • At year-end 2022, Fission had engagement agreements with all the Indigenous groups with the potential for impacts to their traditional land use and treaty rights due to the Project.
    • Fission responded to local concerns over the proposed bypass of Highway 955 around the site by leaving the road route as it is.

    ...


    bg bh

  • Gold ... Meinungen und Diskussionen

    Zitat von inspirare

    A: Fakt ist, dass die USA im Defizit sind, bedeutet steigende Dollarmenge.

    nein, erstmal nicht. dies bedeuted unter normalen marktkonditionen ersteinmal steigende zinsen um weitere abnehmer für die treasury bonds(staatsanleihen) zu bekommen - bonität. die dollarmenge/geldmenge steigt ua. erst in dem moment in welchem über die zentralbanken(fed) die bonds monetarisiert werden - siehe z.b. quantitative easing.


    Zitat von inspirare

    B: Fakt ist, dass die Warenmenge nicht im gleichen Verhältnis steigt, bedeutet weiter zu viele Dollar.

    nein, warum soll es denn dies bedeuten? warenmenge steigt langsamer oder ist gar rückläufig im vergleich zur geldmenge = inflationär - geldmenge sinkt eher deflationär, jetzt mal ohne berücksichtigung der (geld) umlaufgeschwindigkeit.

  • Gold ... Meinungen und Diskussionen

    Zitat von Smithm

    D.h., Sie nutzen die Treasuries, um anderweitig (ggf. mit Abschlag), damit zu bezahlen?

    eigentlich nicht.
    wie heike schon richtig ausführt wird in us-d bezahlt, lediglich das defizit wird über die ausgabe von us-treasury bonds finanziert. so war ja auch der petro dollar struktiert -
    die erwirtschafteten handelsbilanz überschüsse in form von us-d sollte (von saudi arabien, opec ...) in us-bonds (recycelt)investiert werden.


    die bonds können bis zur fälligkeit gehalten werden, dann entweder gerollt oder zurückbezahlt werden oder vorher zum aktuellen kurswert gegen us-dollar veräussert werden.


    https://home.treasury.gov/services/bonds-and-securities
    https://treasurydirect.gov/mar…ecurities/treasury-bonds/
    Bonds pay a fixed rate of interest every six months until they mature.
    You can hold a bond until it matures or sell it before it matures.

  • Russland - Der Bär wehrt sich

    Zitat von Beowulf

    Ein weiteres großes Problem bei der Lieferung von Panzern westlicher Bauart besteht darin, dass ihre Verluste im Gefecht ihren internationalen Ruf ernsthaft beeinträchtigen könnten. der deutsche Leopard 2

    nunja wie schon ausgeführt ist es ja nicht nur beim leo so....
    und der leopard 2 wird schließlich seit 1978 in serie gebaut. ein wenig kommt es also schon darauf an welches modell.... die leopard 2a4 wurden in der zeit von 12/85 bis 05/87 gebaut...

  • Russland - Der Bär wehrt sich

    Zitat von Anzugpunk

    Die Apachen sind im Irak auch schon genug mit 60er Jahre Raketen oder gar RPG-7 runtergeholt worden.

    mit den leopard-2 schauts doch genauso aus. welche wollen die länder im ringtausch denn liefern?
    polen hat glaube ich 105 stück des total veralteten 2a5 sowie 142 stück des noch älteren 2a4.


    die türkei hat unlängst wenn ich mich recht erinnere gegen die kurden ca 1/3 ihrer eingesetzten 2a4/a5? verloren.
    da geht es doch nur mehr um den ringtausch... polen bekommt neue leopard 2a7+/2a7v ...


    geschweige denn wer die wartung/instandhaltung für den misch-fuhrpark ausführen soll....

  • Klimawahn...

    https://www.euractiv.com/secti…uble-gas-firing-capacity/



    The German grid regulator and Green-led ministry of economy and climate action aim to construct up to 21 GW worth of additional gas power plants to guarantee a stable and reliable grid, according to internal documents.
    By 2030, the German government wants the country to run on 80% renewable electricity and fully phase out coal. Gas power plants are expected to cover the remaining 20% and account for low wind and low sun periods.
    “Investments in gas-fired power plants […] continue to make sense provided that corresponding LNG [liquified natural gas] capacities are created and prices normalise,” reads a ministry document.
    In total, while German gas consumption is expected to go down due to the electrification of heating, gas power plants are expected to almost double in capacity. In November 2022, gas power capacity amounted to 27.5 Gigawatts (GW).
    Going forward, the regulators note that 17 to 21 GW of extra capacity will be built, as part of their bi-annual grid stability report for the period of 2025 until 2031. This would be the most cost-effective approach, the regulator adds.
    The government took ownership of this suggestion, the documents confirm, confirming that Germany’s path has hardly diverged, despite the fact that its largest gas supplier, Russia, turned off the tap.
    In October 2021, Markus Krebber, CEO of energy company RWE, predicted similar figures. “We need about 20 to 30 gigawatts of new gas-fired power plants in Germany,” he told WirtschaftsWoche.
    To ensure that enough gas is available, the government is strongly committing to LNG. “The import capacities of LNG are to be further increased in Germany,” the document adds.
    Already by the end of 2023, Germany’s LNG import capacity will approach two-thirds of the volumes it once received from Russia – with additional projects in the pipeline. Civil society and environmental NGOs already chafe in the face of what they perceive as an expensive oversupply.
    In order to address their concerns, the government insists that future gas power plants must be ready to run on hydrogen.


    derweil in südkorea

    Zitat von Blue Horseshoe

    bloomberg.com/news/articles/20…-in-push-for-more-nuclear


    Korea Curbs Plans for Renewables in Push For More Nuclear
    Nuclear plants are now expected to account for almost one-third of generation capacity by 2030 up from about 24% forecast in earlier draft proposals, according to government documents published Thursday. Renewable sources are seen generating about 21.6% by the same date, lower than a previous estimate of 30.2%.
    ...

  • Uran -- Märkte und Informationen

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    January 9, 2023
    Macro Update
    Mike Kozak Associate: Kate Nakagawa
    mike.kozak@cantor.com kate.nakagawa@cantor.com
    (416) 350-8152 (416) 849-5001
    Sales/Trading — Toronto: (416) 363-5757, (866) 442-4485
    See disclosure and a description of our recommendation structure at the end of this report.
    Equity Research
    URANIUM MACRO UPDATE
    2023 Uranium Outlook



    EVENT
    With U.S. conversion capacity set to come back on-
    line mid-year, in our view, this will create the
    dynamic of normalizing UF6 and SWU prices (both
    of which more than doubled last year) with the more
    substantial price gains finally cascading down the
    nuclear fuel cycle to mined uranium oxide (U3O8).
    BOTTOM LINE
    Positive – We expect the main uranium theme
    coming out of 2023 will be the transition from
    “underfeeding” to “overfeeding” at the enrichment
    level. By our estimation, this adds the equivalent of
    ~20 MMlb U3O8 in new demand at a minimum
    relative to a ~180 MMlb U3O8 steady-state market.
    FOCUS POINTS
    ▪ U3O8 Prices Set to Gain in 2023 – Conversion
    (UF6) was the bottleneck in the nuclear fuel
    cycle in 2022. With ConverDyn (Illinois) set to
    restart mid-year, the additional UF6 supply
    should then enable western-allied enrichment
    facilities to overfeed. We have already heard
    reports of new long-term enrichment contracts
    being signed by utilities with a higher specified
    tails assay, supportive of our thesis.
    ▪ Higher Prices May Come Fast – Against this
    positive backdrop (underfeeding → overfeeding
    enabled by new UF6 supply thereby driving
    greater U3O8 demand) we note the Sprott
    Physical Uranium Trust has regained its
    NAVPU premium. Spot market volumes
    remain exceedingly thin, and if/when U.U re-
    enters the market, we expect the U3O8 price
    action will likely be meaningfully higher and fast.
    ▪ Uranium Equities – The uranium equities
    underperformed the U3O8 price by ~35% in the
    last year. We believe this will revert in 2023,
    setting up an excellent “catch-up” trade.

  • Verfall des Hegemon USA

    How General Soleimani kick-started the multipolar world




    By Pepe Escobar
    The consensus among future historians will be inevitable: the 2020s started with a diabolic murder.
    Baghdad airport, January 3, 2020, 00:52 a.m. local time. The assassination of Gen.QassemSoleimani, commander of the Quds Force of the Islamic RevolutionGuards Corps (IRGC), alongside Abu Mahdi al-Muhandis, deputy commander of Iraq’s Hashd al-Sha’abi, by laser-guided AGM-114 Hellfire missiles launched from two MQ-9 Reaper drones, was, in fact, murder as an act of war.
    This act of war set the tone for the new decade and inspired my book Raging Twenties: Great Power Politics Meets Techno-Feudalism, published in early 2021.
    The drone strikes at Baghdad airport, directly approved by the pop entertainer/entrepreneur then ruling the Hegemon, Donald Trump, constituted an imperial act engineered as a stark provocation, capable of engendering an Iranian reaction that would then be countered by, “self-defense”, packaged as “deterrence”.
    The proverbial narrative barrage spun to saturation, ruled it as a “targeted killing”: a pre-emptive op squashing Gen. Soleimani’s alleged planning of “imminent attacks” against US diplomats and troops.No evidence whatsoever was provided to support the claim.
    Everyone not only along the Axis of Resistance – Tehran, Baghdad, Damascus, Hezbollah – but across the Global South had been aware of how Gen. Soleimani led the fight against Daesh in Iraq from 2014 to 2015, and how he had been instrumental in retaking Tikrit in 2015.
    This was his real role – a true warrior of the war on terror, not the war of terror. For the Empire, to admit his aura glowed even across – vassalized - lands of Sunni Islam was anathema.
    It was up to then-Iraqi Prime Minister Adil Abdul-Mahdi, in front of Parliament in Baghdad, to offer the definitive context: Gen. Soleimani, on a diplomatic mission, had boarded a regular Cham Wings Airbus A320 flight from Damascus to Baghdad. He was involved in complex negotiations between Tehran and Riyadh, with the Iraqi Prime Minister as a mediator, and all that at the request of President Trump.
    So the imperial machine - following trademark, decades-long mockery of international law - assassinated a de-facto diplomatic envoy.
    In fact two, because al-Muhandis exhibited the same leadership qualities as Gen. Soleimani, actively promoting synergy between the battlefield and diplomacy, and was considered absolutely irreplaceable as a key political articulator in Iraq.
    Gen. Soleimani’s assassination had been “encouraged” since 2007 by a toxic mixture of Straussian neo-cons and neoliberal-cons -supremely ignorant of Southwest Asia’s history, culture, and politics – in tandem with the Israeli and Saudi lobbies in Washington.
    Trump, blissfully ignorant of international relations and foreign policy matters, could not possibly understand The Big Picture and its dire ramifications when he had only Israeli-firsters of the Jared“of Arabia” Kushner kind whispering in his ear.
    The King is now Naked
    But then everything went downhill.
    Tehran’s direct response to Gen.Soleimani’s assassination, in fact quite restrained considering the circumstances, was carefully measured to not unleash unrestrained imperial “deterrence”.
    It took the form of a series of precision missile strikes on the American-controlled Ain al-Assad air base in Iraq. The Pentagon, crucially, received an advance warning.
    And it was precisely that measured response that turned out to be the game-changer.
    Tehran’s message made it graphically clear – for the whole Global South to see - that the days of imperial impunity were over.
    Any exceptionalist with a working brain would not fail to get the message: we can hit your assets anywhere in the Persian Gulf - and beyond, at the time of our choosing.
    So this was the first instance in which Gen Soleimani, even after leaving his mortal coil, contributed to the birth of the multipolar world.
    Those precision missile strikes on the Ain al-Assad base told the story of a mid-ranked power, enfeebled by decades of sanctions, and facing a massive economic/financial crisis, responding to a unilateral attack by targeting imperial assets that are part of the sprawling 800-plus Empire of Bases.
    Historically, that was a global first –unheard of since the end of WWII.
    And that was clearly interpreted across Southwest Asia – as well as vast swathes of the Global South – for what it was: The King is now Naked.
    Surveying the shifting chessboard
    Three years after the actual murder, we may now see several other instances of Gen. Soleimani paving the way toward multipolarity.
    There was a regime change at the Hegemon – with Trumpism being replaced by a toxic neoliberal-con cabal, infiltrated by Straussian neo-cons, remote-controlling a senile warmongering entity barely qualified to read a teleprompter.
    This cabal’s foreign policy turned out to be supremely paranoid, antagonizing not only the Islamic Republic but also the Russia-China strategic partnership.
    These three actors happen to be the three top vectors in the ongoing process of Eurasia integration.
    Gen Soleimani may have foreseen, ahead of anyone else except Leader of the Islamic Revolution Ayatollah Seyyed Ali Khamenei, that the JCPOA – or Iran nuclear deal – was definitely six feet under, as the recent farce these past few months in Vienna made it clear.
    So he could have possibly foreseen that with a new administration under President EbrahimRaisi, Tehran would finally abandon any hope of being “accepted” by the collective West and wholeheartedly embrace its Eurasian destiny.
    Years before the assassination, Gen. Soleimanihad already envisaged a “normalization” between the Israeli regime and Persian Gulf monarchies.
    At the same time he was also very much aware of the Arab League 2002 position – shared, among others, by Iraq, Syria, and Lebanon: a “normalization” cannot even begin to be discussed without an independent – and viable - Palestinian state under 1967 borders with East Jerusalem as capital.
    Gen. Soleimani did see the Big Picture all across West Asia, from Cairo to Tehran and from the Bosphorus to the Bab-al-Mandeb. He certainly foresaw the inevitable “normalization” of Syria in the Arab world – and even with Turkey, now a work in progress.
    He arguably had imprinted in his brain the possible timeline followed by the Empire of Chaos to completely ditch Afghanistan – though certainly not the extent of the humiliating retreat – and how that would reconfigure all bets from West Asia to Central Asia.
    What he certainly didn’t know was that the Empire left Afghanistan to concentrate all its Divide and Rule/strategy of chaos bets on Ukraine, in a lethal proxy war against Russia.
    It’s easy to see Gen.Soleimani foreseeing Abu Dhabi’s Mohammad bin Zayed (MbZ), MbS’s mentor, placing his bets simultaneously on an Israel-Emirates free trade deal and a détente with Iran.
    He could have been part of the diplomatic team when MbZ’ssecurity advisor Sheikh Tahnoonmet with President Raisi in Tehran over a year ago, even discussing the war in Yemen.
    He could also have foreseen what took place this past weekend in Brasilia, on the sidelines of the dramatic return of Lula to the Brazilian presidency: Saudi and Iranian officials, in neutral territory, discussing their possible détente.
    As the whole chessboard across West Asia is being reconfigured at breakneck speed, perhaps the only developmentGen.Soleimani would not have foreseen is the petro-yuan displacing the petrodollar “in the space of three to five years”, as suggested by Chinese President Xi Jinping in his recent landmark summit with the GCC.
    I have a dream
    The profound reverence towards Gen. Soleimani expressed by every layer of Iranian society – from the grassroots to the leadership – has certainly translated into honoring his life’s work by finding Iran’s deserved place in multipolarity.
    Iran is now solidified as one of the key nodes of the New Silk Roads in Southwest Asia. The Iran-China strategic partnership, boosted by Tehran’s accession to the Shanghai Cooperation Organization (SCO)in 2002, is as strong geoeconomically and geopolitically as the interlocking partnerships with two other BRICS members, Russia and India. In 2023, Iran is set to become a member of BRICS+.
    In parallel, the Iran/Russia/China triad will be deeply involved in the reconstruction of Syria – complete with BRI projects ranging from the Iran-Iraq-Syria-Eastern Mediterranean railway to, in the near future, the Iran-Iraq-Syria gas pipeline, arguably the key factor that provoked the American proxy war against Damascus.
    Soleimaniis today revered at the Imam Reza shrine in Mashhad, at the al-Aqsa mosque in Palestine, at the dazzling late baroque Duomo in Ragusa in southeast Sicily, at a stupa high in the Himalayas, or a mural in a street in Caracas.
    All across the Global South, there’s a feeling in the air: the new world being born – hopefully, more equal and fair - was somehow dreamed of by the victim of the murder that unleashed the Raging Twenties.
    Pepe Escobar is a Eurasia-wide geopolitical analyst and author. His latest book is Raging Twenties.


    https://www.presstv.ir/Detail/…rted-the-multipolar-world