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Omdat kobalt grotendeels een bijproduct is van kopermijnen, zal de kobaltprijs veel harder stijgen dan de lithiumprijs. Er is immers meer dan genoeg lithium op de wereld en heel weinig kobalt. Anders gezegd: je kunt zoveel lithium-mijnen openen als je nodig hebt, maar je kunt geen kobaltmijnen openen, althans niet noemenswaardig.
Glencore is nog steeds de grootste producent. Als ik hun presentaties zo eens lees heb ik het idee dat ze toch ook wel geinteresseerd zijn in cobalt. Waar zouden zij dan naar kijken, behalve katanga natuurlijk? Of eigenlijk alleen maar katanga?
seadoc schreef op 25 september 2017 22:48 :
Glencore is nog steeds de grootste producent. Als ik hun presentaties zo eens lees heb ik het idee dat ze toch ook wel geinteresseerd zijn in cobalt. Waar zouden zij dan naar kijken, behalve katanga natuurlijk? Of eigenlijk alleen maar katanga?
Er is weinig te kiezen op kobalt-gebied. Katanga zal wel overgenomen worden.
Dat denk ik ook. Beetje jammer dat glencore er al zo groot in zit. Dat lijkt me niet goed voor de overnameprijs.
www.miningweekly.com/article/zinc-pri... According to Eight Capital, demand for cobalt is projected to grow at 5.9% a year, compared with supply growth estimates of only 4.1% a year through to 2025. The analyst forecast a refined cobalt supply deficit to intensify from 2.5-million tonnes in 2020, to about 19.1-million tonnes of refined cobalt by 2025.
eCobalt Announces Positive Results from the Feasibility Study for the Idaho Cobalt Project News provided by eCobalt Solutions Inc. Sep 27, 2017, 04:30 ET VANCOUVER, Sept. 27, 2017 /CNW/ - eCobalt Solutions Inc. (ECS-TSX) ("eCobalt" or the "Company") is announcing positive economics from the Feasibility Study ("FS") of the Company's Idaho Cobalt Project ("ICP"), the only environmentally permitted, primary cobalt project located in the United States. The FS is based on an underground mine with a target production rate of 800 short tons per day ("tpd") and a weighted average annual production of 2.4M lbs of cobalt, 3.3M lbs of copper and 3,000 oz of gold over a 12.5 year mine life with an estimated pre-production period of 24 months utilizing a 0.25% cobalt cut-off grade. The economic model uses a 34% corporate tax rate and a 7.5% discount rate, resulting in an after-tax NPV of $135.8M and an IRR of 21.3% using an average base case price of $26.65/lb for contained cobalt in cobalt sulphate. The ICP is 100% owned by the Company's wholly owned subsidiary, Formation Capital Corporation, U.S. The FS was prepared by Micon International ("MI") in conjunction with SNC Lavalin ("SNC") both of Toronto, Canada. The ICP is expected to be an underground mine and mill, exploiting the Company's Ram deposit, located within the Idaho Cobalt Belt outside the town of Salmon, Idaho. Additionally, the Cobalt Production Facility ("CPF"), a hydrometallurgical refining operation located on a railhead in Blackfoot, Idaho, is expected to be built. The ICP would be a vertically integrated project designed to produce cobalt chemicals for the rechargeable batteries market in addition to by-products of copper concentrate, copper sulphate, magnesium sulphate and gold. Mr. Paul Farquharson, President and C.E.O. of the Company stated: "After years of dedicated work, our Team is gratified the project is validated on a feasibility level enabling us the opportunity to strategically advance to the next stage and pursue project financing, construction and production. Pre-construction activities are underway in preparation for project construction and mine development contingent upon successful project financing. The project's main competitive strengths are having a primary cobalt deposit located in the United States and a high reserve grade when compared to other existing sources of cobalt located globally. The feasibility study highlights multiple opportunities to enhance the economics of the project and these include expansion of the resource, optimization of the mine plan to process higher grade material and detailed engineering at the CPF to further reduce risk and improve capital and operating costs. This is a robust project that could eventually be the sole primary producer of cobalt in the United States. The future outlook for the electric vehicle and lithium-ion battery markets further supports sustained and long-term demand for cobalt – a critical ingredient in the cathodes of rechargeable batteries. Our project is an important development for the battery supply chain enabling access to a secure, stable, ethically sourced and environmentally sound supply of battery grade cobalt sulphate, mined safely and responsibly in the United States."
Deze meneer ziet het somber in voor Telsa:seekingalpha.com/article/4110450-coba...
hosternokke schreef op 30 september 2017 13:52 :
Deze meneer ziet het somber in voor Telsa:
seekingalpha.com/article/4110450-coba... John Petersen: Long-term horizon, nano-cap, micro-cap, alternative energy John L. Petersen, Attorney (54,764 followers) Summary Globally, politicians, demagogues and advocates of all stripes are flogging initiatives to ban internal combustion engines, or ICE, from their petroleum blighted homelands. Victory celebrations for proposed ICE bans have been reported in Germany, France, China, the United Kingdom and most recently the Peoples Republic of California. Manufacturing 34.5 million electric vehicles, or EVs, to replace the conventional vehicles sold in those jurisdictions every year would require about 276,000 TPY of cobalt. Manufacturing 100 million EVs per year to completely replace ICE technology would require about 800,000 TPY of refined cobalt and exhaust planetary reserves in less than seven years. Since optimistic cobalt growth forecasts only show 41,200 TPY available for EV batteries by 2025, the politicians, demagogues and advocates will be bitterly disappointed.
In March 2016, the first of my five prior articles on the Cobalt Cliff explained: Cobalt is an essential raw material for all high-energy lithium-ion cells and the battery industry accounted for 44% of cobalt consumption in 2015. Cobalt is also an essential raw material for superalloys, machine tools, catalysts, pigments and other high value products that accounted for 56% of cobalt consumption in 2015. Roughly 90% of cobalt supplies come from copper (60%) and nickel mines (30%) that produce cobalt as a minor byproduct. The other 10% comes from primary cobalt mines (2%) and "artisanal" cobalt mines in the DRC (8%) that reportedly rely on slave and child labor. Reliance on a byproduct is incredibly risky because availability always is tied to demand for the primary product; in this case nickel and copper. Without rock solid supply contracts, Gigafactory owners will find themselves between a rock and a hard place as they try to outbid other companies that need cobalt for higher value products. The likely price of supply chain failure will be business failure because you cannot make EVs without batteries and battery Gigafactories cannot operate profitably without robust and reliable raw material supply chains. In the last 18 months, several events, developments and reports have corroborated, ratified and reinforced my original thesis, including: Market Price Cobalt prices have soared from $10.50 per pound in March 2016 to a recent high of $28.35 per pound.
3) Major Mine Purchase In May 2016 China Molybdenum bought a 56% stake in the DRC’s Tenke Fungurume Mine from Freeport McMoRan for $2.65 billion and gained control over 10% of global cobalt production in a single transaction. In July 2017, China Moly facilitated BHR Partners’ purchase of a 24% stake in the Tenke Mine from Lundin Mining for $1.14 billion. China Dominates Cobalt Refining Between the Tenke purchase and contracts to finance the Eurasian Resource Group’s Roan Tailings Project, Chinese interests will control at least 60% of the world’s refined cobalt production for the foreseeable future. Updated Chinese Subsidy Regime In January 2017, China updated its subsidy regime for new energy vehicles to favor higher energy densities and longer travel ranges while permitting the use of nickel-cobalt battery chemistries. As a result, a significant portion of the China market that was previously dominated by cobalt-free batteries is likely to change chemistries. Bernstein’s 2017 Black Book In March 2017 Bernstein released the latest version of its EV Black Book which devotes 60 of its 271 pages to cathode powder formulations, raw material requirements and the principal players in those markets. In their slow adoption scenario, Bernstein expects the battery market for passenger EVs to exceed 360 GWh per year by 2025, which implies an annual cobalt demand of roughly 55,000 tonnes. Interestingly, Bernstein also forecast a mining industry capital spending requirement of $350 to $750 billion to support a full transition to EVs and noted “the lead time required for conversion of exploration success into an operating mine has lengthened considerably and now stands at ~30 years.” Ultimately, Bernstein’s battery materials discussion concludes, “Either the world must do without EVs or it must pay more for the commodities it consumes, the choice really is as simple as that.” UBS Bolt Teardown In May 2017, UBS published the results of their teardown analysis of a GM Bolt EV and estimated that global cobalt production would need to increase by 1928% to support an annual EV build of 100 million units. My estimate of a mere 900% global cobalt production growth requirement pales in comparison. Morgan Stanley Cobalt Report In June 2017, Morgan Stanley issued a 25-page commodity report on cobalt that surveyed planned capacity additions and forecast primary refined cobalt supply growth from 94.4 tonnes in 2016 to 148,300 tonnes in 2025. On the demand side, Morgan Stanley forecast that in 2025, 59,600 tonnes of cobalt would be used for non-battery applications, and 47,500 tonnes would be used for consumer products batteries, which would leave 41,200 tonnes for use in EV batteries. VW's Glencore contract In July 2017, we learned that Contemporary Amperex Technology and its customer Volkswagen signed a four year 5,000 TPY cobalt offtake agreement with Glencore last fall. VW's Contract Solicitation In September 2017, we learned that VW is soliciting 10-year requirements-based cobalt offtake commitments for 16,000 to 24,000 TPY and wants contracts in place this year.
hosternokke schreef op 30 september 2017 13:52 :
Deze meneer ziet het somber in voor Telsa:
seekingalpha.com/article/4110450-coba... En deze meneer werpt weer een ander licht op de cobalt supply: All batteries are not created equal. The 53 kilowatt-hour pack on a 2008 Tesla Inc. Roadster contains an estimated 38 kilograms of cobalt, a key element that some analysts fear may be running out. The same-sized battery on a 2017 Tesla would have about one-eighth of that, or 4.8 kilograms.That's the best reason to be wary of predictions that cobalt is heading toward permanently higher prices north of $100,000 a metric ton. The complex chemistry on which rechargeable batteries depends offers myriad opportunities to economize on any material that gets too costly.www.bloomberg.com/gadfly/articles/201...
First Cobalt Receives Positive Mineralogical Results TORONTO, ON — (October 5, 2017) – First Cobalt Corp. (TSX-V: FCC, OTC: FTSSF) (the “Company”) is pleased to announce the initial results from a mineralogical assessment of sample material from various historical mines throughout the Cobalt Camp in Ontario, Canada.Highlights - High grade vein style mineralization containing up to 9.22% cobalt and over 5,300 g/t silver found in muckpiles throughout the Cobalt Camp can be considered representative of historic mineralization styles and useful for mineralogical tests - Similarity of cobalt minerals in all types of veins allows for a consistent processing system for the various deposits throughout the camp - Disseminated and fracture-controlled mineralization styles, as found at the Bellellen and Haileybury Mines, with cobalt values of 0.25% and 0.5% occur in the same mineral phases, thus can be processed using one system While generally lower in abundance, there may be opportunities for the metallurgical recovery of copper and nickel
De vraag naar Kobalt en de prijs van Kobalt zal de komende jaren ongetwijfeld hard stijgen. De keuze voor een pure play cobalt miner blijft echter beperkt op dit moment. First Cobalt lijkt aantrekkelijk, maar heeft zich onlangs teruggetrokken uit Congo om zich volledig te richten op Canada. De vraag blijft hoeveel potentie Canada werkelijk heeft. De resultaten zien er tot nu toe interessant uit. DeZwarteRidder, je schreef een paar weken terug dat je er mee bezig was, maar denk je daar nu nog steeds zo over aangezien ze 190 km2 high potentie in Congo aan de kant hebben geschoven?
Bullish_2015 schreef op 7 oktober 2017 15:47 :
De vraag naar Kobalt en de prijs van Kobalt zal de komende jaren ongetwijfeld hard stijgen. De keuze voor een pure play cobalt miner blijft echter beperkt op dit moment.
First Cobalt lijkt aantrekkelijk, maar heeft zich onlangs teruggetrokken uit Congo om zich volledig te richten op Canada. De vraag blijft hoeveel potentie Canada werkelijk heeft. De resultaten zien er tot nu toe interessant uit.
DeZwarteRidder, je schreef een paar weken terug dat je er mee bezig was, maar denk je daar nu nog steeds zo over aangezien ze 190 km2 high potentie in Congo aan de kant hebben geschoven?
Congo is vreselijk moeilijk voor een kleine junior, ik neem aan dat ze meer kansen zien in Canada. Als kobalt blijft stijgen, gaan alle aandelen met 'cobalt' in de naam omhoog (en dat zijn er niet veel).
Full Disclosure: Cobalt Power Group Inc. is a paid client of Stockhouse Publishing. Dit maakt t altijd extra oppassen geblazen.
ja klopt. Het is meer dat er cobalt in de naam van het aandeel staat. Ridder zou wel eens gelijk kunnen hebben dat dit enkele feit een incentive tot koop kan zijn.
seadoc schreef op 8 oktober 2017 13:48 :
ja klopt. Het is meer dat er cobalt in de naam van het aandeel staat. Ridder zou wel eens gelijk kunnen hebben dat dit enkele feit een incentive tot koop kan zijn.
Hetzelfde is/was van toepassing op o.a. uranium en lithium.
Electric cars prompt consultants CRU to explore cobalt sulphate indexwww.reuters.com/article/us-cobalt-pri...
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