Das Spiel Quetsch-die-Minen-aus wird immer beliebter! Ist wohl das neue Minenchef-Ärger-Dich-Nicht fürs Staatssäckle!
Jetzt hats die Mongolei nachgemacht: das mongolische Parlament hat eine sog. Windfall-Steuer abgesegnet, die Gewinne aus Bodenschätzen ab bestimmten Rohstoffpreisen (Besteuerung ab Kuperpreis von 1,18 $, Goldpreis von 500 $) zu ca. 70% besteuert!
Hier der Kommentar von Canaccord:
The Mongolian Parliament in a move that’s got to be
described as daft, but typical of some politicians everywhere has decided
to introduce a windfall tax on mining operations, despite the fact
that the country has yet to have many mines built to get around to taxing.
Their windfall tax begins at 68% when copper hits a mere $1.18 a
pound or gold hits $500 U.S. Needless to say, with billions in cost to
build some of these potential mines, a lot of accountants would suddenly
look at the high cost of energy, the doubling in the cost of cement
and steel and suddenly some of these mines go from quite economic to
maybe not so. Obviously, a kick in the you-know-what for the companies
that took the risk and decided to go there in the first place. (Today,
PetroEcuador seized or nationalized or whatever you want to call it
some of the significant oil & gas assets in the country owned by Occidental
and have announced that they are going to either auction up solvents
to interests in Venezuela out of Brazil. We now no longer own any
oil & gas or mining stocks in Latin America other than in Chile or Brazil
where ultra-nationalism still seems to be in check).
The scary part is that other countries such as those in Latin America
that would never decided to add windfall taxes if Microsoft started making
money, or Cisco, but seem to be geared towards oil and gas companies
or mining companies that for the first time in their lives, might suddenly
make some real money.
If mines are delayed, that simply means that commodity prices could
stay higher all that longer. Mongolia has lots of promise as potential for
future mines, but currently there is little infrastructure to be had, although
it is right close to one of the world’s biggest markets of China.
