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  2. [verwijderd] 23 juni 2020 17:49

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    quote:

    ff_relativeren schreef op 22 juni 2020 18:30:

    Jammer dan .. Shorter Susquehanna International Securities meldt zich : 0,51%.
    1 dag later : shorter Susquehanna International Securities gaat weer net onder de meldingsgrens zitten, en gaat van 0,51% naar 0,47%.
  3. herbie bell 25 juni 2020 09:17

    • herbie bell

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    Bron ryan notes 24.6.

    ivm prijzen en stocks FeV

    Worldwide ferrovanadium prices have softened.
    Prices for 50% FeV in China continue to be at a premium to the rest of the world even though they have dropped $2 per kg in the past week. Domestic prices in China are $26 per kg, exclusive of VAT and duty (roughly $30 per kg, with the VAT and duty included).
    With FeV prices at around $23.50 per kg in Europe and $9.50 per lb in the US, it still makes sense for Western producers to sell as much as possible into China.
    Chinese steel demand for construction continues to be strong, pushed along by stimulus spending, sources said. China’s steel demand for manufacturing, however, has been undermined by the sharp downturn in the export of manufactured goods to the West, which has only just started recovering from the effects of Covid-19.
    A US mill reportedly purchased a truckload of FeV at $9.50 per lb, delivered. In a bit of an anomaly, US prices are below prices in Europe.
    Vanadium stocks are high, noted one analyst. Contract customers are not taking their full allotments. The maintenance shutdowns in China are coming to an end. Largo, which only began marketing its production on May 1, is a new factor in the market, especially as suppliers worry that Largo could be an aggressive seller.
    Predicting the floor prices for FeV is dangerous, though one supplier felt there would be selling resistance below $9. “Are we going to go to $7?” he asked. “I don’t think so. I believe the price will ebb away at a slow pace until demand stabilizes. Then the downward pressure will end.”
  4. [verwijderd] 25 juni 2020 17:59

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    quote:

    ff_relativeren schreef op 23 juni 2020 17:49:

    [...]
    1 dag later : shorter Susquehanna International Securities gaat weer net onder de meldingsgrens zitten, en gaat van 0,51% naar 0,47%.
    2 short meldingen. 2x omhoog (sorry voor de boodschap dames en heren) ;

    shorter Susquehanna International Securities gaat van 0,47% naar 0,50%.
    Systematica Investments gaat van 1,00% naar 1,11%.
  6. [verwijderd] 26 juni 2020 18:40

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    quote:

    ff_relativeren schreef op 25 juni 2020 17:59:

    [...]
    2 short meldingen. 2x omhoog (sorry voor de boodschap dames en heren) ;

    shorter Susquehanna International Securities gaat van 0,47% naar 0,50%.
    Systematica Investments gaat van 1,00% naar 1,11%.

    shorter Susquehanna blijft spelen met de meldingsgrens, en gaat van 0,50% naar 0,49%.
    In ruil daarvoor ? gaat JP Morgan van 1,49% naar 1,50%.

    2 niets-betekenende verschuivinkjes. Fijn weekend allen.
  7. [verwijderd] 29 juni 2020 18:00

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    quote:

    ff_relativeren schreef op 26 juni 2020 18:40:

    [...]
    shorter Susquehanna blijft spelen met de meldingsgrens, en gaat van 0,50% naar 0,49%.
    In ruil daarvoor ? gaat JP Morgan van 1,49% naar 1,50%.

    2 niets-betekenende verschuivinkjes. Fijn weekend allen.
    Het was te verwachten ; Shorter Susquehanna speelt opnieuw met de meldingsgrens,
    en gaat van 0,49% naar 0,52%.
  10. [verwijderd] 30 juni 2020 18:01

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    quote:

    ff_relativeren schreef op 29 juni 2020 18:00:

    [...]
    Het was te verwachten ; Shorter Susquehanna speelt opnieuw met de meldingsgrens,
    en gaat van 0,49% naar 0,52%.
    shorter Susquehanna International Securities gaat van 0,52% naar 0,45%.
  12. Margin Call 1 juli 2020 12:41

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    Solar supply chains need to be localised

    The pandemic has demonstrated the downside of relying on one global centre of production and long-distance supply chains

    The disruption to global solar supply chains caused by Covid-19 highlights that new, local alternatives are needed for the industry to ensure that solar remains a reliable source of power.  

    “Solar is China,” says Steve Hanke, chairman of the supervisory board of speciality metals and mineral products producer Advanced Metallurgical Group (AMG), which trades on the stock market in Amsterdam. “If you shut China down, solar shuts down. It is the same story  for rare earth [elements].”

    China dominates in the production of silicon metal, which is needed for silicon wafers used for solar panels. Only two companies in the West produce silicon wafers, and one of them, Elkem in Norway, is Chinese-owned.

    “If you shut China down, solar shuts down” Hanke, AMG

    The initial supply-chain disruptions were “severe, with sharp declines in production in the first quarter”, says Rishab Shrestha, senior analyst at consultancy Wood Mackenzie in Singapore. Labour shortages slowed down production and logistical challenges delayed module delivery, he says. The situation is now improving for most countries, but there is still a long way to go to return to pre-coronavirus levels of activity, he adds.

    Hanke traces China’s lead in solar technology to its higher education in mining, metallurgy and material science, fields where its schools are world leaders. In solar technology education, it has both “quantity and quality”, he says.  

    Even a model that relied less on China would still have faced a fair amount of disruption because of the global pandemic, Shrestha says. But, he adds, there would have been a reduced risk of everyone being affected at the same time.

    Vanadium

    The IEA says the pandemic is hurting but not halting global growth in solar power capacity. Additions are forecast to decline from 109GW in 2019 to about 90GW in 2020, before a partial rebound in 2021.

    According to a paper from Ken Koyama, managing director at thinktank the Institute of Energy Economics in Tokyo, renewable energy after Covid-19 will take on greater importance as a means of economic reconstruction. Yet, he notes, recession and lower electricity consumption will hurt the profitability of renewable energy investment, which also faces competition from lower fossil fuel prices.

    The chief problem with solar power, Hanke says, is finding ways to store it. The best batteries for doing so, he says, use vanadium. The biggest such batteries are found in Dalian province in China. “If you are going solar, China is playing the fiddle.”

    The AMG solution is based on recycling vanadium from spent oil refinery catalysts. The company’s vanadium subsidiary is the world’s largest recycler of these catalysts. The approach avoids disposing of the catalysts by burying them, which is itself a source of environmental hazards, Hanke says.

    19GW – Decrease in additional solar capacity between 2019 and 2020

    The company is doubling its capacity in Ohio with a new plant at Zanesville being added to the existing facility at Cambridge. The combined capacity, Hanke says, will be “the equivalent of the world’s largest vanadium mine.”

    AMG says that its process has the industry’s lowest air, water and solid waste emissions, as well as the highest industry conversion to saleable products ratio. The Zanesville plant is scheduled for completion in 2021.

    The company stated in May that its major expansion projects in vanadium and lithium are continuing on schedule despite Covid-19. Hanke adds that AMG plans to expand its recycling technology to new geographies.

    Governments, Shrestha notes, were attempting to localise solar supply chains even before the pandemic. The need to do so has been underlined, he says, particularly in countries with ambitious solar targets such as India and South Korea. Government support, he argues, will be needed to make local solar supply chains a reality.
  13. [verwijderd] 2 juli 2020 18:08

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    quote:

    ff_relativeren schreef op 30 juni 2020 18:01:

    [...]
    shorter Susquehanna International Securities gaat van 0,52% naar 0,45%.
    Daar gaan we weer ; 1 short melding :
    Susquehanna International Securities gaat van 0,45% naar 0,50%.
  14. [verwijderd] 3 juli 2020 19:04

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    quote:

    ff_relativeren schreef op 2 juli 2020 18:08:

    [...]
    Daar gaan we weer ; 1 short melding :
    Susquehanna International Securities gaat van 0,45% naar 0,50%.
    2 short meldingen ;

    Susquehanna International Securities gaat van 0,50% naar 0,48%.
    Systematica Investments gaat van 1,11% naar 1,20%.
  19. [verwijderd] 14 juli 2020 18:00

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    quote:

    ff_relativeren schreef op 9 juli 2020 18:44:

    shorter Susquehanna blijft klieren met de meldingsgrens, en zit weer op 0,50% (short).
    2 short meldingen ;

    Shorter Susquehanna blijft op, en daarna weer onder de meldingsgrens huppelen.
    Nu weer van 0,50% naar 0,35%. ( -/- 0,15 )
    Shorter Systematica Investments gaat van 1,20% naar 1,30%. ( + 0,10 )
  20. awater 15 juli 2020 00:16

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    Oeps. Lithium was heel lang net boven de 40.000 geprijsd en is vandaag teruggevallen tot 39.000.
  21. herbie bell 16 juli 2020 09:38

    • herbie bell

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    in the right vein 15.7

    FeV prices hold for now
    On July 15, 2020 By Alice AgoosIn Uncategorized
    European FeV prices have been unchanged at $22-22.50 per kg for three weeks. This might have more to do with the absence of spot business than actual market stability.
    A US foundry was in the market for 3-4 mt today. The last US spot business was done at $9.30 per lb, and sellers anticipate that today’s tender will be booked at around $9.10.
    Supply is plentiful. Sellers note that roughly 800 mt of vanadium has been shipped to North America by Largo.
    On May 1, Largo took over from Glencore the task of marketing its production from Brazil. With demand for high purity vanadium pentoxide in superalloys drying up and an oversupplied spot FeV market, Largo could be facing a tough situation.
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