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240 Posts
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  1. forum rang 10 DeZwarteRidder 11 november 2019 16:26

    keljans 123 schreef op 11 november 2019 16:16:

    men is met een groot tempo bezig de gehele wereld te elektrificeren. Dit gebeurt grotendeels met gebruik van koper. Je zou denken dat dit de komende jaren een gigantische kopervraag oproept. Of denk ik te simpel over zoiets??
    Dat zou je inderdaad mogen denken, maar de koperprijs doet het slecht.
  2. forum rang 10 voda 20 november 2019 19:06
    Ukrainian Copper Import in 10 Months up by 24%

    Ukrainian enterprises increased imports of copper and copper products in terms of money by 23.9% in January to October 2019 compared with similar period of 2018, to USD 102.527 million. Exports of copper and copper products decreased 45.4% over the year to USD 63.176 million, according to customs statistics released by the State Fiscal Service of Ukraine. In October, copper and copper products were imported to the tune of USD 14.68 million, and copper exports were estimated at USD 5.102 million.

    In addition, in January-October 2019, Ukraine decreased imports of nickel and products made of it by 16.4%, to USD 68.821 million (imports in October were estimated at USD 6.17 million), while imports of aluminum and products made of it increased 1.1%, to USD 334.166 million (USD 37.979 million). Imports of lead and products made of it decreased by 1.7%, to USD 12.682 million (USD 2.123 million) and imports of tin and products made of it decreased 13.6%, to USD 3.391 million (USD 0.545 million). Imports of zinc and zinc goods decreased 14%, to USD 62.036 million (USD 5.873 million).

    Exports of aluminum and products made of it decreased 26.1% in January-October 2019, to USD 84.871 million (USD 7.876 million in October alone), while shipments of lead abroad decreased 24.3%, to USD 22.396 million ($3.227 million). Exports of nickel fell by 41.1%, to USD 4.115 million (USD 0.242 million in October).

    Zinc exports in January-October 2019 amounted to USD 0.463 million (USD 0.001 million in October) compared to USD 0.274 in January to October 2018.

    Exports of tin and products made of it in January to October 2019 were estimated at USD 0.034 million (USD 0.001 million in October) compared to USD 0.311 million in January-October 2018.

    Source : Strategic Research Institute
  3. forum rang 10 voda 20 november 2019 19:08
    Optomec Releases Pure Copper Directed Energy Deposition Additive Manufacturing Process

    Leading global supplier of additive manufacturing equipment and software Optomec announced the development of a pure copper Additive Manufacturing process using Optomec’s LENS directed energy deposition systems. Mr Tom Cobbs product manager for Optomec LENS systems said that “Pure copper is a big challenge for DED systems because of its high reflectance. The infrared wavelengths on most standard, laser-based AM systems are not readily absorbed by copper, making it difficult to establish a melt pool as the laser energy is reflected back into the source, causing all kinds of havoc. Our laser-based solution is virtually immune to any back reflection, so the laser can operate at full power on reflective surfaces without any difficulty. Optomec engineers have developed process parameters to account for thermal conductivity differences, as well as big changes in absorption and have demonstrated efficient DED builds with pure copper.“

    Establishing a DED process for pure copper is particularly important for designers of heat exchangers in a variety of industrial applications in industries such as aerospace and chemical processing. The Optomec copper process is also applicable to alloys of copper such as bronze, brass and cupronickel.

    Source : Strategic Research Institute
  4. forum rang 10 voda 26 november 2019 15:10
    India Becomes Copper Importer in under 2 years

    The Print reported that India’s copper imports have risen sharply in the last year and a half. India, which was among the top five exporters of copper cathodes in 2018-19, became a net importer beginning 2018-19 as Vedanta subsidiary Sterlite Copper’s 400,000 tonnes plant in Thoothukudi, earlier known as Tuticorin, was shut down in May 2018 on the orders of the Tamil Nadu government, after violent protests by residents, who alleged that the factory was a health hazard.

    India exported nearly 378,000 tonnes of copper cathodes 2017-18, 48,000 tonnes in 2018-19 and 7,000 tonnes in the first half of the 2019-20 financial year. On the other hand, India had imported just 36,000 tonnes of copper cathodes in 2017-18, 84,000 tonnes in 2018-19, while in the first half of 2019-20, the country has already imported 70,000 tonnes of copper cathodes.

    Source : The Print
  5. forum rang 10 voda 28 november 2019 16:14
    China US Trade Negotiation News Supports Copper Prices

    Copper prices touched their highest in more than two weeks as positive signals from the China US trade negotiations stoked hopes of improving global appetite. The most-traded copper contract on the Shanghai Futures Exchange advanced as much as 0.7% to CNY 47,410 (USD 6,735) a tonne, its highest since November 11. Benchmark three-month copper on the London Metal Exchange dipped to USD 5,870 a tonne, easing from a two-week high touched in the previous session.

    US President Mr Donald Trump said that “The United States and China are close to agreeing on the first phase of a trade deal. They are in the final throes of work.”

    The 16-month dispute has been weighing on global economic growth and demand for industrial metals, so signs of progress often support metals prices.

    Source : Strategic Research Institute
  6. forum rang 10 voda 5 december 2019 19:30
    Iran Soon to Become World’s 7th Biggest Copper Ore Producer

    Financial Tribune quoted National Iranian Copper Industries Company MD Ardeshir Sa'd-Mohammadi as saying that qith an annual production of 34.5 million tonnes, Iran is currently the world’s eighth biggest producer of copper ore in the world and that with the development of mineral explorations, the country will soon ascend to the seventh rank.

    According to the official, Iran’s copper reserves make up 4.15% of the global copper reserves.

    Source : Financial Tribune
  7. forum rang 10 voda 12 december 2019 20:05
    Global Copper Smelting Activity Dips in November - SAVANT

    Reuters reported that global refined copper production edged lower in November after some smelters temporarily shut for maintenance. According to an index based on satellite surveillance of copper plants SAVANT by UK based Earth-I, copper smelting activity recovered, however, in the second half of the month and in early December. This fell to an average of 88.6 in November, down 1.1 points from a month earlier. The current level was at the lower end of the range over the past 12 months, which was 85.2 to 94.3. The index represents the percentage of smelters globally that are active.

    SAVANT tracks 100 smelters accounting for 80-90% of global production. It sells data to fund managers, traders and miners but also publishes a free monthly index of copper smelter activity.

    Source : Strategic Research Institute
  8. forum rang 10 voda 12 december 2019 20:13
    Jiangxi Copper to Acquire PIM Cupric Holdings

    China’s copper producer Jiangxi Copper has signed an agreement to buy the entire equity interest in PIM Cupric Holdings, which owns a 17.6% stake in First Quantum Minerals, for USD 1.1 billion from investment company Pangaea Investment Management. The transaction is executed through Jiangxi Copper’s wholly-owned subsidiary Jiangxi Copper (Hong Kong) Investment Company. PIM, which had beneficial ownership of, and control or direction over the common shares before the transaction, will not have any ownership on the common shares upon completion of the transaction.

    PCH has direct ownership of 124,198,371 common shares, which represents approximately 18.015% of the issued and outstanding common shares of First Quantum Minerals. In September, First Quantum Minerals announced that it was in negotiations with Jiangxi for a potential sale of a minority interest in its Zambian copper assets. Under a standstill agreement signed in October, Jiangxi Copper was prevented from buying more than a 20% interest in First Quantum Minerals.

    Source : Strategic Research Institute
  9. forum rang 10 voda 26 december 2019 12:15
    ICSG Releases Copper Data for September 2019

    The International Copper Study Group has released preliminary data for September 2019. Preliminary data indicates that world mine production declined by about 0.4% in the first nine months of 2019, with concentrate production remaining essentially unchanged and solvent extraction-electro winning (SX-EW) declining by 1%

    Reduced output in major producing countries more than offset growth in other countries. Production in Chile, the world’s biggest copper mine producing country, declined by 0.3% mainly due to lower copper head grades and some production disruptions that occurred early in the year. Indonesian output declined by 50% as a consequence of the transition of the country’s major two mines to different ore zones leading to temporarily reduced output levels. After growth of 13% in 2018, aggregated production in the Democratic Republic of Congo (DRC) and Zambia declined by 3% as consequence of temporary suspensions at SX-EW mines, reductions in planned production and operational constraints. Production in a number of major copper mine producing countries, including Australia, China, Mexico, Peru and the United States increased due to improved grades and a recovery from constrained output in 2018. Panama started producing copper in March 2019, with the commissioning of the Cobre de Panama mine, and was the biggest contributor to world mine production growth in the first nine months of 2019. On a regional basis, mine production is estimated to have increased by around 4% in North America, 1.5% in Latin America and 6% in Oceania but declined by 6.5% in Asia, 2% in Africa and 2% in Europe.

    Preliminary data indicates that world refined production remained essentially unchanged in the first nine months of 2019 with primary production (electrolytic and electrowinning) declining by 0.4% and secondary production (from scrap) increasing by 1.6%. World refined production growth was constrained as a consequence of a 30% decrease in Chilean electrolytic refined output due to temporary smelter shutdowns whilst undergoing upgrades to comply with new environmental regulations. Total Chilean refined production (including Electro winning) declined by 11%, a 35% decrease in Zambian refined output due to power supply interruptions, smelter outages and temporary shutdown and the introduction on 1st January 2019 of a 5% custom duty on copper concentrate imports constraining smelter feed, a decline of 22% in India’s production which was negatively impacted by the shutdown of Vedanta’s Tuticorin smelter in April 2018, reduced output in Japan, Peru, the United States and a few European countries due to smelter maintenance shutdowns. However, these reductions were offset by growth in Chinese output and by increases in countries recovering from production constraints in 2018 such as Australia, Brazil, Iran and Poland. On a regional basis, refined output is estimated to have increased in Asia (3.5%) and in Oceania (11%) but declined, in North America (-2.5%), in Latin America (-8%), in Africa (-9%) and in Europe (-2.5%).

    Preliminary data indicates that world apparent refined usage grew by a modest 0.3% in the first nine months of 2019. Although Chinese net refined copper imports declined by 12%, Chinese apparent usage grew by around 2.8% as a consequence of higher Chinese refinery output. Among other major copper users, demand increased in the United States, India and Taiwan (China) but declined in the EU and Japan. World ex-China usage declined by around 2%

    In the first nine months of 2019, the world refined copper balance, based on apparent Chinese usage (excluding unreported/bonded stocks), indicated a deficit in the market of about 390,000 tonnes. The world refined copper balance adjusted for changes in Chinese bonded stocks indicated a market deficit of around 525,000 tonnes.

    Based on the average of estimates provided by independent consultants, China’s bonded stocks are thought to have declined by about 135,000 t in the first nine months of 2019 compared to the year-end 2018 level. Bonded stocks declined by around 90,000 tonnes in the same period of 2018. As of the end of November, copper stocks held at the major metal exchanges (LME, COMEX, SHFE) totaled 365,092 tonne, an increase of 14,596 tonnes (+4%) from stocks held at the end of December 2018. Stocks were up at the LME (+58%) and SHFE (+1%) and down at COMEX (-63%). The average LME cash price for November 2019 was USD 5,859.69 per tonne, up 2% from the October average of US$ 5,742.89 per tonne. The 2019 high and low copper prices through the end of November were USD 6,572 per tonne (on 1st Mar) and USD 5,537 per tonne (on the 3rd September), respectively, and the year average was USD 5,994.35 per tonne (8% below the 2018 annual average).

    Voor cijfers, zie pdf.

    Due to the nature of statistical reporting, the published data should be considered as preliminary as some figures are currently based on estimates and could change.
    1/ Based on EU apparent usage.
    2/ Surplus/deficit is calculated using refined production minus refined usage.
    3/ Surplus/deficit is calculated using seasonally adjusted refined production minus seasonally adjusted refined usage.
    4/ For details of this adjustment see the paragraph of the press release on “World refined copper balance”.

    Source : Strategic Research Institute
  10. forum rang 10 voda 26 december 2019 12:16
    China Issues Copper and Aluminum Scrap Import Quotas for Q1 of 2020

    China's Environment Ministry’s Solid Waste and Chemicals Management Center China has approved a quota of 546,350 tonnes of aluminium and copper scrap import in the first quarter of 2020. Quotas for aluminium scrap, under harmonized tariff code 7602000090, were issued for 275,465 tonnes, while the quota for copper scrap, tariff code 7404000090, totaled 270,885 tonnes. The initial 2020 copper scrap import quotas were awarded to 108 companies, with nearly 95% of the total quotas allocated to firms in the major recycling hubs of Zhejiang and Guangdong. The copper scrap quota is for delivery to the ports of Ningbo, Shanghai, Xiamen, Nanhai, Nansha, Xinhui and Qingdao, while the aluminium scrap quota is for delivery to ports in Taicang, Ningbo, Nanhai and Nansha.

    China is the world's largest copper and aluminium scrap buyer but the import volume has been heavily reduced by the Chinese government since Beijing implemented a licensed quota-based import system from 1 July.

    China imported 5.32 million tonnes of scrap last year, with copper accounting for 45% or 2.41 million tonne, aluminium 1.57 million tonnes and ferrous 1.34 million tonnes.

    Source : Strategic Research Institute
  11. forum rang 10 voda 30 december 2019 16:36
    Copper Prices at LME at 8 Months High

    Copper prices have hit their highest since May as Beijing and Washington moved closer to an initial trade deal. Benchmark 3 month copper on the London Metal Exchange touched ended at USD 6,239 a tonne on December 27th 2019. Upbeat economic data from China bodes well for copper demand as the country accounts for about half of global consumption. Meanwhile, China's commerce ministry said a phase one deal that would end a protracted trade war with the United States was within sight.

    Copper stocks in warehouses approved by the LME dropped to 147,350 tonnes, the lowest since March 13. In warehouses monitored by the Shanghai Stock Exchange, stocks fell 4.2 per cent from the previous week to 123,647 tonnes.

    Source : Strategic Research Institute
  12. forum rang 10 DeZwarteRidder 19 augustus 2020 14:08

    keljans 123 schreef op 19 augustus 2020 13:29:

    dat zou dan betekenen een lagere koperprijs binnen afzienbare tijd?
    Dat weet ik niet, ik volg de koperprijs en de futures niet.

    Het zal echter niet voor het eerst zijn dat de spotprijs flink afwijkt van de termijnprijzen.

    ETF's kunnen zeer riskant zijn als de constructie niet goed is; aardgas-etf's gaan regelmatig naar nul en beginnen dan weer opnieuw met een omgekeerde split.
240 Posts
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