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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 21,820 14 jun 2024 17:36
  • -0,380 (-1,71%) Dagrange 21,740 - 22,360
  • 4.153.452 Gem. (3M) 2,7M

Nieuws en info hier plaatsen (deel 4)

35.173 Posts
Pagina: «« 1 ... 341 342 343 344 345 ... 1759 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 29 december 2015 15:54
    Fund mulled for cutting steel glut in China – CISA

    An industrial association said that a fund to cut excessive steel output is being considered as China makes reducing overcapacity one of its top priorities in the next five years.

    The China Iron and Steel Association said the steel industry will be chief among a number of sectors that will have to slash production amid weak demand in the coming years.

    The fund is being considered for that purpose, it added, but did not offer the size of the fund or details of operation and participants.

    Crude steel output edged down 2.23 percent during the first ten months this year to 675 million tonnes, and yet only 87.5 percent were actually used in the same period.

    The excessive stockpile has dragged down prices and hurt profits, with 46.7 percent of steel produced by companies under deficit.

    Source : Xinhua
  2. forum rang 10 voda 29 december 2015 15:55
    Vietnam opens probe into steel billet and rebar imports

    Thanh Nien News reported that Vietnam’s trade ministry on Saturday announced the start of an investigation into steel imports following complaints by local producers that imports are jeopardizing domestic production.

    The ministry’s competition management department said four Vietnamese companies have proposed a 45 percent tariff on imported steel billets and 33 percent on steel rods.

    Hoa Phat, Southern Steel, Thai Nguyen, and Vietnam-Italy Steel, which produce nearly 40 percent of the billets made in Vietnam and more than 34 percent of rods, said the foreign products have undermined their local market in recent years. They said imports of billets have increased from 468,000 tons in 2012 to 1.5 million tons now and of rods from 389,000 tons to 1.21 million tons. Billet imports increased by around 160 percent this year while sales of local product only increased by 5-10 percent, they said.

    The ministry said the investigation would last up to eight months, looking into possible damage caused by imports to the local industry between the beginning of 2012 until the end of September this year.

    Temporary remedies can be imposed before the investigation ends to protect local producers from “serious or irreparable damage,” it said.

    Source : Thanh Nien News
  3. forum rang 10 voda 29 december 2015 15:56
    Minimum import price can curb steel imports – Mr Naveen Jindal JSPL

    Business Standard reported that Mr Naveen Jindal chairman of Jindal Steel & Power Ltd said that fixation of a minimum import price and imposition of WTO compliant tariff barriers can help curb the spate of cheap steel imports into the country from China, Japan and Korea

    Mr Jindal after meeting Odisha chief secretary Mr Aditya Padhee told reporters that "The steel industry is passing through a very difficult phase with most of the steel units running into losses. There is dumping of steel into the country by China, Japan and Korea. The domestic steel producers have made representation to the Government of India on the crisis and we are hopeful that the government will take necessary action.”

    Mr Jindal said many steel plants have invested heavily on their projects in Odisha but most of them were incurring losses. Moreover, 90 per cent of the sponge iron plants have shut down, throwing thousands of people out of employment.

    He suggested that "The state government needs to step in by enhancing availability of iron ore and coal. Besides this, the iron ore duty structure needs to be rationalised. Presently, the duty of high grade lumps is applied even on low grade iron ore fines. This should change", he suggested.

    Mr Jindal also pointed to the exorbitant water cess and the levy to the Water Conservation Fund which the steel industries were not in a position to pay.

    Source : Business Standard
  4. forum rang 10 voda 29 december 2015 15:57
    PT Krakatau Steel delays construction of Hot Strip Mill

    Jakarta Globe reported that state controlled steel maker Krakatau Steel has postponed the construction of its USD 405.9 million hot strip mill until January next year, after its initial plans to start building before the year's end

    Mr Sukandar, president director of Krakatau Steel, said the company would first place a deposit for its USD 260 million local facility from Commerzbank AG in order to pay its contractor. He said "We can't delay any further. The construction has to start by mid-January.”

    Once construction starts in January, the plant is projected to begin operations within the first half of 2018

    The hot strip mill plant will manufacture up to 1.5 million tons per year, lifting total production at Krakatau Steel to 3.9 million tons per year from the current 2.4 million tons per year.

    It will be built by a consortium of German's SMS Siemag and subsidiary Krakatau Engineering on 48 hectares of land at the Krakatau Industrial Estate Cilegon in Banten.

    Source : Jakarta Globe
  5. forum rang 10 voda 29 december 2015 15:58
    Chinese steel sectors face serious overcapacity – Conference Takeaway

    CNTV reported that China’s Central Economic Work Conference held over the weekend has mapped out a blueprint for China’s economic development in 2016. Topping the reform tasks is slashing overcapacity in many of the country’s manufacturing sectors including steel and coal.

    Q - 2015 is now drawing to an end. Give us a review of how the steel and coal sectors have been doing this year.

    A - 2015 hasn’t been kind to either sectors, and they know all about overcapacity. The coal sector has seen a drop in both production and sales. In the first 9 months this year, coal production was down 4.6% year on year; sales, down almost 5.6%. Too much surplus has driven prices down 30% to be exact since the start of the year.

    Now coal prices are about the same as 11 years ago. It’s the same bleak picture for steel. It’s estimated that steel consumption will be 668 million tons for all of 2015, down 4.8% year on year. That would mark the first drop in yearly steel consumption since 1995. Falls in demand from the construction and mechanical industries have contributed to this drop.

    At one point this year, steel was sold at less than 3.2 yuan per kilogram. It was cheaper than the price of cabbage at the time which shows just how much surplus there is. With this domestic reality, some steel companies are eyeing opportunities abroad. Let's take a look at this report from CCTV's Ning Hong. Opportunities outside China may provide a glimpse of hope for steel manufacturers, but the market at home remains a disappointing one.

    Q - You talked about how addressing this problem tops next year’s economic agenda. How does China plan to do that?

    A - The companies in these sectors take up large resources that could otherwise be utilized by newer sectors that represent the future of China’s economy. The debt they have accumulated also poses a serious credit crisis. The first thing China plans to do is to come up with stricter standards for environmental protection, energy consumption and technology, forcing these companies to either change or be shut down.

    Then conditions will be created for bankruptcies. This is especially necessary for companies that lack core competitiveness and advanced technology, which some call “zombie enterprises”. They need to be cleared out of business via prompt bankruptcy. That being said, it is advised that mergers and acquisitions be considered before bankruptcies.

    Many compare the problem of overcapacity to a cancer in the Chinese economy. And it’s a painful process to correct it, one that inevitably leads to lay-offs. The Economic Work Conference has taken that into consideration, vowing to come up with tax and fiscal policies to help those who lose their jobs in that process.

    Source : CNTV
  6. forum rang 10 voda 29 december 2015 15:59
    MIP to take care of interests of secondary steel players – Mr Tomar

    Financial Express reported that even as a minimum import price for steel is likely soon, steel minister Mr Narendra Singh Tomar on Monday said that any move to rein in the rising imports would be taken keeping in mind the interest of all kinds of producers large, medium and small.

    Mr Tomar told FE “The Indian government is considering the MIP issue given the current state of affairs of the domestic steel industry. The commerce ministry is vetting the proposal now. The government is there to look after the benefits of all kinds of producers. We believe that if the big industries survive, then the small industries would survive and vice-versa. They play complementary role to each other.”

    The proposed move, which is an attempt to put a brake on burgeoning and cheaper steel imports from China, Japan and Korea, would fix a minimum import price on a host of products below which no imports would be allowed and thereby, prohibit large-scale cheaper imports.

    While the proposed move is likely to benefit large players such as JSW Steel, Tata Steel and SAIL among others, it would certainly not help the secondary steelmakers, which produce more than half of India’s annual output, since these firms largely depend upon the imports of semis, slabs and billets for production, industry watchers say.

    Source : Financial Express
  7. forum rang 10 voda 29 december 2015 16:09
    Chinese mine owner drowns himself following tunnel collapse as 17 miners remain trapped

    The owner of a gypsum mine in Shandong province which collapsed on Friday committed suicide earlier this morning as several miners remain trapped underground and one is reported to have died.

    According to Xinhua, the accident happened at around 8 a.m. on December 25 in Linyi city, Pingyi county. A total of 29 people were working underground at the time of the collapse. While four managed to escape and a further seven have been rescued, one miner has died and 17 remain trapped underground.

    Ma Congbo, chairman of Yurong company that owns the mine, drowned himself by jumping into the water when working together with the rescue team in the early hours of the morning. The motive for his suicide has not been made apparent, but Ma was likely fearful of the increasingly strict punishments being doled out by Chinese authorities for industrial accidents in the wake of the explosions which rocked Tianjin in August.

    Rescuers have drilled a hole to access some of the trapped workers, and are trying to transfer food and water, officials say. More than 700 emergency officials are involved in rescue efforts, according to Linyi Mayor Zhang Shuping.

    Mining accidents caused by a lack of adequate safety standards are not uncommon in China, the world's largest producer of coal and minerals such as aluminium, iron ore, tin and zinc. Beijing reported 931 colliery fatalities last year, down from the 1,049 death toll recorded in 2013.

    The mine collapse is the latest in a series of industrial accidents which have taken place in the latter half of the year, including this month's landslide in Shenzhen and a chemical blast which took place in Tianjin during August.

    Source : shanghaiist.com
  8. forum rang 10 voda 30 december 2015 16:16
    26 countries are likely to post YoY growth in crude steel production in 2015

    26 countries, out of 62 reporting their crude steel production numbers on monthly basis to worldsteel, are likely to post positive YoY growth in their production in 2015

    Source : Strategic Research Institute
  9. forum rang 10 voda 30 december 2015 16:16
    US raw steel production in Week 52 dips by 18.9% YoY

    AISI announced that in the week ending December 26, 2015, domestic raw steel production was 1,456,000 net tons while the capability utilization rate was 60.9 percent. Production was 1,795,000 net tons in the week ending December 26, 2014 while the capability utilization then was 74.6 percent. The current week production represents a 18.9 percent decrease from the same period in the previous year. Production for the week ending December 26, 2015 is down 4.4 percent from the previous week ending December 19, 2015 when production was 1,523,000 net tons and the rate of capability utilization was 63.7 percent.

    Source : Strategic Research Institute
  10. forum rang 10 voda 30 december 2015 16:17
    US Steel retirees may pay more for health insurance next year

    Pittsburgh Post-Gazette recently reported that as US Steel transitions its retirees into a Highmark PPO Medicare Advantage plan for 2016, up to 1,400 of the Pittsburgh company’s retirees may be automatically enrolled in a Coventry / HealthAmerica health plan that carries much higher annual out-of-pocket maximum costs.

    This group is among 2,000 or so USS retirees currently in a U.S. Steel-sponsored Coventry plan that the company is ending Dec. 31. Unless retirees take steps to opt out, Coventry is automatically enrolling them in one of its individual plans that will not be sponsored by U.S. Steel.

    While the insurer says it was trying to inform retirees about their options, U.S. Steel wants those former workers to know what they need to do to retain company-sponsored coverage under its exclusive agreement with Highmark.

    Aetna/Coventry spokesman Walter Cherniak Jr. said the insurer decided to auto-enroll the retirees after some members contacted it in November. U.S. Steel had announced it was dropping their HMO option. “We heard from a number of them: ‘Hey, I got this letter and I don’t know what I should do.’”

    Some wanted to stay with Coventry, he said, and others asked for a referral to a broker who could advise them. “Our sense was our members were turning to us in uncertainty and were looking to us for guidance and help.”

    About 600 retirees have opted out of Coventry to date, he said.

    Source : Pittsburgh Post-Gazette
  11. forum rang 10 voda 30 december 2015 16:18
    Steel consumption in manufacturing needs to rise significantly –Banerjee

    Mr Sushim Banerjee DG of INSDAG in his personal capacity wrote in Financial Express that as regards the Indian steel industry, the demand from various end user segments is subdued and one of the major factors responsible for the mess is lack of adequate investment in finished products

    He said “Even the hardened critic of India’s economic growth would agree that all the major economic parameters of the country are showing reasonably good signals. GDP growth at 7.4% is one of the highest in the world; inflation measured by Consumer Price Index is contained at around 5.5-6%. The current account deficit stands at 1.2% of GDP and is therefore manageable. The foreign exchange reserves at $351 billion is comfortable with exchange rate nearly stable per dollar at Rs 66-67. The RBI has reduced the repo rate to 6.75% with the objective of bringing down the cost of capital, although the rate is still considered high to promote investment.”

    He wrote “Despite these positive developments, two factors are causing roadblocks to sustain the journey to a good growth path. First, there is a lack of investment to translate the positives into sustainable realities. It is seen that Gross Fixed Capital Formation as a percentage of GDP (proxy for investment) has steadily come down from 33.6% in FY12 to 28.3% in Q2 FY16. Notably the component of private corporate investment has seen a steep fall to less than 9% in FY15. And secondly, the country is taking steps to ease the various restraints of doing business in India, but the procedural complexities and the clearances of different departments that are required prior to setting up of a business entity in India are still considered enormous and too many.”

    He added “The sharp decline in commodity prices, particularly oil, metals and minerals, have contributed to bringing down the inflation and CAD and partially helped raise the forex reserves. The same factor, however, has negatively hurt the bottom lines of a host of units in these sectors and as manufacturing has a strong multiplier impact on both upstream and downstream units, the declining commodity prices have adversely affected a much wider component of related industries.”

    He wrote “The downswing in the profitability indices of a large part of the manufacturing sector is also responsible for decline in private corporate investment as the rate of return on investment and the pay-off period of investment are not favourable. That brings us to the question of hedging the business risk of investment. The government is trying to make the PPP mode of investment more attractive by issuing guidelines that would facilitate this type of investment by the corporate sector in railways, roads, defence equipment manufacturing, urban infrastructure building to name a few.”

    He opined that “As regards the steel industry, the demand from various end using segments is subdued. One of the major factors responsible for the mess is lack of adequate investment in the finished products, be it in energy, construction and manufacturing, processing and consumer durable segments. The increased public investment in some of these areas could have crowded in corporate investment by minimising the associated risks. Another factor that is crucially significant for the steel sector is the declining steel intensity in growth in value addition in GDP and manufacturing. This implies that the growth rates in manufacturing may not reflect the commensurate growth in steel consumption.”

    He wrote “As per the new series of GDP (2011-12 bases), the steel intensity in manufacturing has come down from 4.79 in FY12 to 4.33 in FY15. The nearly 10% drop in the index implies that growth in manufacturing sector need not necessarily translate into the growth of the steel industry. Rightly so steel consumption has grown at an annual average rate of only 2.7% between FY12 to FY15.”

    He added “In the manufacturing sector nearly 30% of the sub segments comprising basic metals, fabricated metal products, machinery and equipment, electrical machinery, motor vehicles, other transport equipment and furniture manufacturing may be grouped under steel-intensive segments. These segments have contributed not more than 58% of 10.6% growth achieved by the manufacturing sector in October 2015. The steel intensity in manufacturing sector therefore needs to rise significantly to boost up the growth in the ailing steel sector.”

    Source : Financial Express

  12. forum rang 10 voda 30 december 2015 16:19
    Latin American steel exports to US in November tumble

    BNAmericas reported that Latin America's steel exports to the US fell 39.2% to US$303mn in November from US$498mn in the prior-year month.

    The drop was attributed to declining shipments from Mexico and Brazil. Mexico's exports were US$130mn, down from US$237mn, with Brazil's at US$173mn, down from US$498mn, according to US Census Bureau data.

    The region exported steel worth US$372mn in October.

    By volume, the region exported 478,731t, down 24.2% from 631,892t. Brazil exported 312,889t, down from 364,133t, and Mexico 148,364t, down from 239,400t.

    In addition to lower volumes, the decline in export value was due to lower steel prices. Steel averaged US$220/t in November on the London Metal Exchange, down from US$475.50/t.

    By volume, Brazil was the second biggest exporter behind Canada, with Mexico fifth behind South Korea and Japan. By value, Mexico was second behind Canada, with Brazil fourth behind South Korea.

    Globally, steel exports to the US were 2.13Mt, worth US$1.742bn, down from 3.35Mt and US$3.190bn.

    Source : BNAmericas
  13. forum rang 10 voda 30 december 2015 16:20
    Metinvest proposes that creditors restructure LPN issues worth $1.125 bln

    Metinvest B.V. (the Netherlands), the parent company of the Metinvest international vertically integrated mining and steel group, has proposed that holders of its loan participation notes (LPNs) worth $1.125 billion approve the imposing of a moratorium on any payments on the securities until May 27, 2016.

    The group said on the Irish Stock Exchange (ISE) that during the period the group plans to maintain a platform for the restructuring of the eurobonds and pre-export finance facilities (PXF facilities) worth $1.089 billion.

    Metinvest intends to apply to the court for permission to convene the scheme meeting at a hearing scheduled for January 13, 2015 in the Companies Court, Royal Courts of Justice in London.

    The offer concerns holders of LPNs worth $500 million due 2016, LPNs worth $289.734 million due 2017 and LPNs worth $750 million due 2018.

    Metinvest plans to pay bonus of $1.25 per $1,000 principal amount of LPNs held by scheme creditors on the date the scheme becomes effective. If the early termination date has not occurred before April 16, 2016, the company will pay to each scheme creditor a further moratorium fee in an amount equal to $1.25 per $1,000 principal amount of LPNs held by scheme creditors.

    Any amount of accrued but unpaid interest to and including the termination date will be capitalized and added to the principal amount of the relevant notes. The aggregate amount of such capitalized interest shall be due and payable on the earlier of the termination date and the date when a restructuring is implemented and becomes effective.

    Noteholders holding at least 75% of Metinvest's LPNs are to approve the scheme and the scheme will become effective.

    Assuming that the court orders that the scheme meeting be convened by the company, the proposed date on which the scheme meeting will be held is January 27, 2016.

    In addition, the company plans to extend the standstill agreement on PXF facilities until May 27, 2016.

    Source : Economy
  14. forum rang 10 voda 30 december 2015 16:22
    Decling steel prices making steel mills to shift to EAF route in US

    Market Realist reported that currently, mini-mills, which use electric arc furnace technology, produce about 60% of US’s steel volumes. Mini-mills, which use scrap metal to make steel, have performed better than blast furnace operators on average.

    Blast furnaces have higher fixed costs and less flexibility to respond to market changes in the short- to medium-term. When capacity utilization rates are low, as they are currently, the profitability of steelmakers using blast furnaces comes down.

    According to a January 2014 article in the Wall Street Journal, “With the U.S. generating more scrap and requiring less steel, EAFs have been in fashion. No new blast furnace has been built in this country since the 1960s.”

    Nucor Corporation and Steel Dynamics produce steel through EAFs. These companies also primarily use steel scrap to produce steel. Conversely, the United States Steel Corporation and ArcelorMittal SA use mainly iron ore for steel production.

    In the declining steel prices market scenario, EAFs do better than their BF peers. US Steel is shifting to EAF at its Fairfield Works to replace BF, which will be taken offline when the EAF is complete. According to Sarah Cassella, a spokesperson for US. Steel, “Through careful assessment of our operational footprint, the blast furnace at Fairfield would require significant maintenance and had reached the end of its useful life, which allows for the construction of the EAF.”

    As other steel producers’ blast furnaces reach the end of their useful lives, they also might be inclined to shift to EAF. This might mean the decreased use of iron ore pellets, which are used in blast furnaces.

    Source : Market Realist
  15. forum rang 10 voda 30 december 2015 16:23
    Mr Naveen Jindal urges for state support to steel industry in Odisha

    Express News Service reported that chairman of Jindal Steel and Power Limited Mr Naveen Jindal on Monday requested the Odisha government for rationalisation of iron ore duty structure as the steel industry is passing through a very difficult phase with most of the units incurring losses.

    Mr Jindal said most of the steel plants, which invested heavily in Odisha, are incurring losses and about 90 per cent of the sponge iron plants have also shut down, rendering thousands of people unemployed.

    He said the State Government should enhance the availability of iron ore and coal.

    The iron ore duty structure also needs to be rationalised, he said and added that at present, duty of high grade lumps is applied even on low grade iron ore fines. This should change

    Mr Jindal said steel industries are also not in a position to pay exorbitant water cess and the levy to the Water Conservation Fund.

    Source : Express News Service
  16. forum rang 10 voda 30 december 2015 16:24
    Steel trade issues should not be linked to MES in EU - Chinese Mission

    Xinhua reported that the spokesperson of the Chinese Mission to the European Union has said recently said that steel trade issues should not be linked to Market Economy Status and should not be used as an excuse to continue discriminatory and unfair practices,

    He said that “At present, the global steel industry in general is facing overcapacity problems and the root causes lie in the weak recovery of the global economy and a lack of effective demand for steel. These are the main contributors to the sharp fall of global steel prices.”

    The spokesperson said that the EU, the United States, Latin America and the Association of Southeast Asian Nations (ASEAN) all face this problem, and China is no exception.

    He said “To effectively deal with this issue, the Chinese government has made unremitting efforts in recent years to accelerate economic restructuring. In October 2013, the Chinese government issued guidance on resolving the conflict of serious excess capacity, clearly prioritizing three specific tasks, strict control of new capacity, complete elimination of outmoded capacity, and reduction of 80 million tons of steel production capacity by the end of 2017.”

    He added “The government work reports both in 2014 and 2015 focused on resolving overcapacity as an integral part of structural adjustment. Through relentless efforts, China has succeeded in controlling steel overcapacity. During the "Twelfth Five-Year Plan" period (2011-2015), China's steel industry has cut its capacity by 77.8 million tons, while investment in iron and steel fixed assets this year fell by 12.4 percent.”

    He also said “Moreover, fierce market competition and pressure on the environment also prompted the automatic exit of a large quantity of steel production capacity, both in the private sector and state-owned enterprises.”

    He said that overall, the growth of Chinese steel production has basically halted. However, China will continue to take measures to address overcapacity.

    He suggested that “The Mission of China to the EU said steel trade problems would be better resolved through dialogue, communication and cooperation between industries. China is willing to work together with other countries to actively improve the international trade environment and to encourage industries to collaborate in order to achieve shared and win-win growth.”

    At an Extraordinary Competitiveness Council meeting last month, some EU member states reportedly urged the European Commission to adopt trade remedy measures to protect the European steel industry that has been suffering from global overcapacity. Recently, some European and American iron and steel associations voiced their opposition to the EU's automatic granting China MES in 2016, claiming that the Chinese steel industry is the predominant global contributor to the problem.

    Source: Strategic Research Institute
  17. forum rang 10 voda 30 december 2015 16:37
    Commodity price slump undercuts mining sector in Canada

    CBC News reported that the bottom has fallen out of the commodities market and while Canadian mining firms look set to ride it out, there could be a hit to the Canadian economy because of low metals and minerals prices. They're all mined or produced in Canada, part of an industry that employs 380,000 Canadians, dominates the stock market and is a key driver of the economy, contributing $54 billion to domestic GDP in 2013.

    At the end of December:
    coal is down 32 per cent from its price at the end of last year;
    iron ore, -24 per cent;
    palladium, -30 per cent;
    copper, -25 per cent;
    zinc, -30 per cent;
    aluminum, -19 per cent.

    Mr Pierre Gratton, president and CEO of the Mining Association of Canada, said “It's so connected to so many parts of the economy. There is a huge mining ecosystem in Canada. Since the 2008 financial crisis risk capital has moved away from the exploration industry. And the cracks are starting to show. In 2015, Canadian mining companies were cutting jobs, selling uneconomic assets and engaged in wide-spread cost-cutting. Mines are being closed worldwide – Anglo American is laying off 85,000 people. Glencore is selling off assets in an effort to handle debt and Teck is looking at shutting or pausing operations at mines for steelmaking coal including Canadian mines.”

    The commodities business has always been cyclical, but many analysts are saying this is a likely to be a longer, and perhaps more painful cycle than usual. The main reason is China, China is the biggest consumer of base metals and responsible for the biggest uptake in demand over the last few years. Now China is pulling back on imports of metals and minerals as its economy slows. Its slowdown not only resulted in a drop in demand, it also is closely watched by traders, who drove prices down.

    Source : CBC News
  18. forum rang 10 voda 31 december 2015 15:21
    Grondstoffenprijzen kregen forse tik in 2015

    Gepubliceerd op 31 dec 2015 om 15:07 | Views: 156

    AMSTERDAM (AFN) - Handelaren in grondstoffen, metalen en gewassen hebben een zwaar jaar achter de rug, waarin de prijzen van zo goed als al hun producten stevig omlaag gingen. Olie, goud, zilver, koper, graan, maïs, soja en koffie werden allemaal goedkoper. Alleen suiker en katoen werden wat duurder.

    De olieprijs was net als in 2014 de grote blikvanger onder de grondstoffen. De prijs van het 'zwarte goud' zette in de zomer van vorig jaar een glijvlucht in, die dit jaar met enkele kleine onderbrekingen werd doorgezet. Zowel Amerikaanse olie als Brent, de maatstaf voor olie uit het Midden-Oosten en Europa, werd ongeveer een derde goedkoper. De olieprijs zakte daarmee eerder deze maand naar het laagste peil sinds 2004.

    De olieprijs staat onder zware druk doordat het aanbod veel groter is dan de vraag. Die situatie wordt in de hand gewerkt door oliekartel OPEC, dat onder aanvoering van Saudi-Arabë weigert de productie in te perken. De olie-exporteurs hopen zo de concurrentie uit de Amerikaanse schalievelden de nek om te kunnen draaien. Het overaanbod neemt daarnaast toe door de zwakke economische groei. Die zet een rem op de vraag naar olie.

    Edelmetalen

    Ook de waarde van edelmetalen liep dit jaar stevig achteruit. Goud en zilver leverden ruim 10 procent in, de prijs van koper en platina ging met ongeveer een kwart omlaag. Palladium was aan het einde van het jaar bijna een derde goedkoper dan bij de vorige jaarwisseling. Goud kostte in 2010 voor het laatst zo weinig, voor een vergelijkbaar lage prijs van zilver moet tot 2009 worden teruggezocht.

    Gewassen leverden over het algemeen ook aanzienlijk minder op dan een jaar eerder. Maïs en graan werden 10 en 20 procent goedkoper, voor koffie wordt momenteel een kwart minder neergeteld dan een jaar geleden.

    De suiker wordt wel ruim 5 procent duurder betaald dan op oudjaarsdag 2014. Katoen werd afgelopen jaar ook ruim 5 procent duurder.
  19. forum rang 5 Porscheknakker 2 januari 2016 18:38
    za 02 jan 2016, 11:50
    De favoriete aandelen van Sem van Berkel in 2016
    Diverse goeroes van DFT hebben hun favoriete aandelen voor 2016 gelecteerd. Lees hieronder de beursparels van Sem van Berkel van Sem.nl
    ArcelorMittal: „Als de markt €50 durft te betalen voor Galapagos, durf ik (als leerling van meester Buffett) wel een kleine vier euro te betalen voor deze staalgigant. Daar kan ik geen vijf euro aan verliezen, aan Galapagos wel.”
    Delta Lloyd: „De verzekeraar die dit jaar hard is afgestraft onder meer vanwege de onzekerheid over de kapitaalbuffers, is de overnamekandidaat van 2016.”
    RD Shell: „De koersdaling van dit jaar heb ik niet voor mogelijk gehouden en acht ik zwaar 'oversold'. Als ik binnen de derivatenindustrie de lange termijn sommen bestudeer, kom ik tot de conclusie dat de 'Grote Jongens' nog minimaal 2 jaar uitgaan van een onveranderd dividend.Dat betekent bij een koers van rond de 20 een rendement van 7,5% en dat moet de koers voldoende kunnen steunen.”
  20. forum rang 6 NewKidInTown 3 januari 2016 08:42
    quote:

    Dagelijkse Kost schreef op 2 januari 2016 18:38:

    Sem: „Als de markt €50 durft te betalen voor Galapagos, durf ik (als leerling van meester Buffett) wel een kleine vier euro te betalen voor deze staalgigant. Daar kan ik geen vijf euro aan verliezen, aan Galapagos wel.”
    Bovenstaande is, hoewel 100% waar, toch een verkeerde voorstelling van zaken. Beter is het om het niet in euro's te rekenen maar procentueel. Wat Sem hier doet, is de twee alternatieven in gelijk aantal aandelen naast elkaar zetten.

    Dus bijvoorbeeld: kopen 1000 stuks Galapagos tegen kopen 1000 stuks MT. Tja, bij het investeren van 50.000 euro's loop je meer risico dan bij het investeren van een kleine 4.000 euro's. Knap van Sem !!!

    Overigens zou ik bij een gelijk geldBEDRAG ook liever in MT beleggen dan in Galapagos. Ik verwacht eerder een ACHT euro voor MT dan HONDERD euro voor Galapagos.
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