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BNP Paribas forecasts shortage of copper and tin
Thursday, 14 Oct 2010
Analysts from French bank BNP Paribas forecast that Global supply of copper in 2010 to 2012 will be below demand.
According to the bank’s assessment, this year the shortage will be 50,000 tonnes next year it’ll increase to 400,000 tonnes but in 2012 decrease to 150,000 tonnes. Production of refined copper this year is expected at the level of 18.75 million tonnes next year 19.45 million tonnes in 2012 20.75 million tonnes. Consumption is estimated correspondingly at 18.8 million tonnes, 19.85 million tonnes and 20.9 million tonnes.
In the world tin market shortage in the current year is expected at approximately 17,000 tonnes and in 2011, 20,000 tonnes. Production of refined tin in accordance with the bank forecast is 327,000 tonnes in 2010 and increase to 340,000 tonnes in 2011. The demand to grow from 344,000 tonnes to 360,000 tonnes correspondingly.
In the world aluminum market a balanced supply and demand situation may form by 2012 after 5 years of oversupply. Zinc excessive supply will be kept through 2010 and 2011.
(Sourced from FinMarket)
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Tin wordt vooral gebruikt om te solderen en dus voor printplaten.
BeantwoordenVerwijderenOmdat tin absoluut noodzakelijk is hiervoor, is de prijs van tin ondergeschikt. Dit betekent dat een (klein) tekort kan leiden tot een enorme prijstijging.
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BeantwoordenVerwijderenTin, an Overlooked Commodity
Commodities / Metals & Mining
Aug 19, 2010 - 02:24 AM
By: Alex_Cowie
I want to introduce you to one of the most overlooked metals in the commodity complex. On a price basis, it’s been a star performer. Yet it hasn’t attracted much attention.
That’s just the way I like it, though. It gives you a chance to examine the dynamics of the market without rushing. In this case, the dynamics are very strong. The supply side is constrained; a situation that almost always puts upward pressure on prices. The demand side is strong too, as the recent price action shows.
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http://www.marketoracle.co.uk/Article22015.html
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BeantwoordenVerwijderenETFS Leveraged Tin ETF
The ETFS Leveraged Tin Exchange-Traded Commodity ("ETC") is intended to change daily by twice the daily percentage change in the DJ-AIG Tin Sub-Index. Therefore if the DJ-AIG Tin Sub-Index rises (or falls) by 1% in a day, the ETFS Leveraged Tin will rise (or fall) by 2%.
Investment type: ETF (Exchange-Traded Fund); listed on the British London stock exchange
Ticker symbol: LTIM
Fund manager: ETF Securities
Fund information from ETF Securities: ETFS Leveraged Tin ETF
ETF charts and further information:
LSE
Delayed quote
Bloomberg
Delayed quote
Charting
Yahoo
Delayed quote
Charting
Google
Delayed quote
Charting
Discussion
MSN Money
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nog een ETF, maar zonder leverage:
BeantwoordenVerwijderen---------------------------------------
iPath Dow Jones-AIG Tin Total Return Sub-Index ETN
The iPath Dow Jones-AIG Tin Total Return Sub-Index Exchange-Traded Note is based on the Dow Jones-AIG Tin Total Return Sub-Index, and is designed to provide returns that generally correspond to a single-commodity investment of a futures contract in Tin.
Investment type: ETN (Exchange-Traded Note); listed on the U.S. NYSE exchange
Ticker symbol: JJT
Fund manager: Barclays Global Investors iPath Exchange
Fund information from Barclays Global Investors iPath Exchange: iPath Dow Jones-AIG Tin Total Return Sub-Index ETN
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Alle info over tin-mining companies:
BeantwoordenVerwijderenhttp://www.infomine.com/commodities/tin.asp
Metals X: tin + heel veel nikkel
BeantwoordenVerwijderenkoers ca 32 cent op de ASX
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Operations Overview
Tasmanian Tin Operations
Metals X is Australia’s largest tin producer producing approximately 2.5% of the global supply of tin from its Mt Bischoff and Renison mines and processing plant in Tasmania.
Metals X’s tin operations are the cornerstone of Australia’s hard rock tin industry.
Find out more about our Tasmanian Tin Projects
Wingellina Nickel
The Wingellina Nickel Project is the centrepiece of Metals X’s Central Musgrave Project. Metals X holds 1785km² of exploration titles in Western Australia and South Australia.
The Wingellina Nickel Project has a global resource of over 180 million tonnes of Nickel Metal. First phase feasibility was completed in 2008 for a 40,000 tpa nickel and 3,500 tpa cobalt operation with a 40 year mine life.
Find out more about the Wingellina Nickel and Central Musgraves Project
Strategic Investments
Metals X holds a strong portfolio of strategic investments in resource companies with exposure to gold, copper, lead, zinc,
phosphate and tungsten.
Find out more about our Strategic Investments
Underground Rig at the Renison Mine.
Contact Us Privacy Sitemap Metals X Limited © 2010
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http://metalsx.com.au/operations/operations-overview/
BeantwoordenVerwijderenStellar (SRZ.AX) ca 16 cent
BeantwoordenVerwijderenhttp://www.stellarresources.com.au/page/companyoverview
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TIN
Stellar holds a 60% interest in the Heemskirk Tin Project located immediately north of Zeehan on Tasmania's west coast.
The project was previously explored by Aberfoyle Limited who estimated an historic JORC resource of 3.6 million tonnes grading at 1.21% tin or 43,700 tonnes of contained tin.
Heemskirk Tin represents the largest undeveloped high grade tin resource in Australia. It is located near well established infrastructure and within 18 kilometres of the Renison Bell tin concentrator.
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Groot tin-project in Marokko van Kasbah (KAS.AX), koers ca 33 cent
BeantwoordenVerwijderen+++++++++++++++++++++++++++++++++++++++
Achmmach Tin Project
Kasbah has an exclusive right to acquire a 100% interest in the Achmmach tin project by completing a positive feasibility study. This project is covered by two Exploitation Permits (PE 2912 and PE 2960) covering an aggregate area of 32 square kilometres at Achmmach. Subject to a positive outcome from the feasibility study, Kasbah intends to progress with the development of the Achmmach project.
The Achmmach project represents a large, highly prospective tin exploration project. Kasbah commenced a scoping study and drilling on Achmmach during the second half of 2007 to test the potential of near surface mineralisation and down-plunge extensions to existing zones, along with other zone extensions and repetitions identified to date within the Achmmach property.
The Achmmach project is located on the western edge of the El Hajeb province, approximately 140km southeast of the Moroccan capital, Rabat. This district contains a wide zone of tin bearing structures extending for 8km in a north-northeast direction, from Bou El Jai to Achmmach.
The project area mineralisation occurs in three main orientations. The most significant occurs as stacked lodes striking east-northeast, dipping steeply to the north. Six main structures have been identified and traced over several hundreds of metres of strike length.
From 1991 onwards, the BRPM undertook an extensive exploration and evaluation work programme on Achmmach, which included regional and project scale geological mapping, soil geochemistry, gravity surveying, surface trenching, 33 diamond drill holes totalling 14,463m, a 85 metre deep exploratory shaft with 827 metres of underground drives, an underground bulk sampling program and metallurgical test work.
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http://www.kasbahresources.com/cms/
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BeantwoordenVerwijderenThursday, October 14, 2010
World's Largest Tin Exporter, PT Timah, Halts Spot Sales
by Dorothy Kosich
www.Mineweb.com
Weather-related production woes caused the world's largest tin exporter, Indonesia's PT Timah to stop sales on the spot market.
State-owned Timah is renegotiating tin shipments with contractual buyers as production has been hit by unusually heavy rains that hurt production in Bangka-Belitung Province, which accounts for most of Indonesia's tin production. Timah sells most of its production to Japan, Singapore and South Korea.
In September Indonesia's trade ministry forecast that tin exports would drop from 99,297 metric tons in 2009 to 80,000 metric tons this year. During the first eight months of the year, Indonesia exported 60,107 tonnes of refined tin.
Tin is this year's best performer on the London Metal Exchange as LME tin stockpiles have fallen to a 17-month low of 12,255 tonnes, falling about 50% since January. U.S. tin premiums have risen more than 50% so far this year. Reuters reported that premiums for grade A material containing 99.80% tin, were seen trading in a range of $550 and $600 per ton among the LME three months future price, which hit a record $26,790 per tonne last week.
PT Timah Corporate Secretary Abrun Abubakar told Bloomberg that Timah's spot sales account for 20% to 30% of production volume. Last week Timah had declared it would be unable to meet all of its contractual supply obligations.
Timah mined 43% of Indonesia's total tin production of 105,000 tonnes in 2009. Meanwhile, tin sector trade association ITRI warned late last month that tin exports from China may also be restricted until the end of the year because of limited power supplies.
ON Tuesday ITRI estimated global refined tin demand will increase by 15% to 345,000 tonnes this year. "Price action depends both on how demand leads and supply follows," ITRI noted.
The association observed that Chinese tin prices have remained well below LME levels recently "and the current differential will encourage producers there to start exporting again unless it is closed quickly."
"There are three big problems," ITRI explained. "Latest reports are that PT Timah may miss its annual production target of 50,000 tonnes by 10,000 tonnes ore more, while 18 private smelters (out of 31 with export licenses) are believed to be shut down."
"Secondly there is a huge political problem around ‘conflict minerals' from Central Africa. Most mining activity in the eastern provinces of DR Congo-which accounts for about 5% or world supply-has been halted since mid-September," the association observed. "Third there are hardly any significant new tin mine projects on the horizon until 2012/2013."
"Assuming the world does not experience a double-dip recession and demand continues to grow, the tin supply chain will be stretched even further next year."
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LTIM.L (tin ETF)
BeantwoordenVerwijderenis plotseling een 'spuiter' geworden, staat nu op ca 83.
Kort geleden was de koers nog maar ca 60.
LTIM staat nu al op 88, tin is echt aan het exploderen, als dit verhaal binnenkort door de pers wordt ontdekt gaan de tin-aandelen ook de hoogte in.
BeantwoordenVerwijderenVreemd genoeg (maar het lijstje is niet volledig) staat tin niet op de lijst van grondstoffen waaraan een gebrek verwacht wordt:
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17 juni 2010, 14:06
BRUSSEL (ANP i) - Veertien belangrijke grondstoffen beginnen schaars te worden, aldus een rapport van de Europese Commissie i donderdag. Het gaat om grondstoffen voor high-tech en alledaagse producten zoals gsm's, batterijen en glasvezelkabels.
In Brussels eerste overzicht ooit van de beschikbaarheid van grondstoffen hebben deskundigen veertien van 41 onderzochte stoffen zorgwekkend genoemd. Het gaat om stoffen als antimoon, beryllium, kobalt, gallium, germanium, grafiet en magnesium.
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ABOUT ADEX
BeantwoordenVerwijderenAdex Mining Inc. is a Canadian junior mining company with an experienced management team. The Company is focused on developing its flagship Mount Pleasant Mine Property, a multi-metal project that is host to promising tungsten-molybdenum and tin-indium-zinc mineralization. Located in Charlotte County, New Brunswick, the Mount Pleasant Mine Property is 80 kilometres south of Fredericton, the provincial capital, and 65 kilometres from the United States border. The common shares of Adex trade on the TSX Venture Exchange under the stock symbol "ADE".
LME tin hits record high, technically bullish; supply worries
BeantwoordenVerwijderenMon Feb 14, 2011 6:59am GMT Print | Single Page [-] Text [+]
SINGAPORE Feb 14 (Reuters) - London tin futures rallied to a record higher at $31,900 a tonne on Monday, supported by strong copper prices, worries about demand from top exporter Indonesia and a positive technical outlook.
Three-month tin on the London Metal Exchange rose $125 to $31,900 a tonne, extending its recent record-breaking run.
Technically tin was expected to continue higher, targeting $32,800 this week. (Reporting by Nick Trevethan)
ADEX is sinds 3 februari gestegen van 18 naar 33 cent, blijkbaar wordt men wakker.
BeantwoordenVerwijderenDoordat dit bedrijf een bestaande mijn heeft gekocht, is productie niet ver weg.
http://www.adexmining.com/overview.php
Adex Holdings. Adex retains 102 contiguous mineral claims over 1,600 hectares in the Mount Pleasant area. We hold surface rights to 405 of those hectares, encompassing all facilities of the formerly active (1983–1985) mine. Adex has owned the mine property since 1995.
BeantwoordenVerwijderenInfrastructure. The Mount Pleasant mine site supports an infrastructure worth approximately $84 million in replacement costs. The facilities were installed by previous owners and consist of the following features.
An all-season access road that leads directly to Trans-Canada Highway 1 via Highway 785.
A large complex of buildings for administration, management and security; ore processing (crusher-concentrator) and ore storage; warehousing and maintenance.
A 430-metre-deep mine with thousands of metres of underground development, including a service decline and conveyor decline.
A fully functioning tailings pond that is regularly maintained and monitored.
A hi-line electrical connection rated at 138 kilovolts, able to handle the heaviest mining and ore processing demands.
Metal Resources. The polymetallic deposit is hosted mainly by granitic rocks of the Late Devonian Mount Pleasant Caldera Complex. The caldera overlies older, Ordovician to Early Devonian sedimentary rocks to the west, south and east; and is overlain by younger, Carboniferous sedimentary rocks to the north.
The deposit consists of two economically valuable zones. The tungsten–molybdenum-rich Fire Tower Zone contains a total indicated and inferred resource of 14.3 million tonnes averaging 0.33% WO3 and 0.21% MoS2. The nearby tin–indium–zinc-rich North Zone contains a total indicated and inferred resource of 18.5 million tonnes averaging 0.34% Sn, 70.6 g/t In and 0.80% Zn. Both resource estimates are compliant with Canada's National Instrument 43-101, Standards of Disclosure for Mineral Projects.
Recent Developments. Since late 2007, Adex has embarked on a comprehensive exploration and development program. Diamond drilling has confirmed an indicated and inferred resource that totals 32.8 million tonnes of specialty and strategic metals. Bench-scale tests and pilot studies have developed and refined the metallurgical processing techniques. Feasibility studies, as well as further test work and drilling, are planned throughout 2010 and 2011 to prepare for full production in 2012.
De tin spotprijs bereikt vandaag een absoluut record: 33.000 USD per ton (neem ik aan).
BeantwoordenVerwijderenMijn tin-ETF (LTIM.L) staat ruim boven de 100.