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Chinese Copper Demand Will Moderate, Not Disappear -Rio Tinto - 0 views

news.morningstar.com/...ViewNews.aspx china copper rio tinto trends
shared by Colin Bennett on 02 Oct 08 - Cached
  • Colin Bennett on 02 Oct 08
     
    LONDON -(Dow Jones)- Chinese demand for commodities, and copper in particular, won't disappear but will moderate in the near term, Bret Clayton, chief executive of copper at Rio Tinto PLC (RTP) said Wednesday.
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Rio Tinto chief economist expects rough year for commodity prices - 0 views

www.businessspectator.com.au/...h-year-for-c-$pd20090304-PT2G5 trends copper Rio
shared by Colin Bennett on 04 Mar 09 - No Cached
  • Colin Bennett on 04 Mar 09
     
    Global miner Rio Tinto expects 2009 to be a rough year in terms of both prices and volumes for key commodities, the firm's chief economist said on Wednesday
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Global Copper Demand Won't See A Recovery Until 2011 says Credit Suisse - 0 views

news.morningstar.com/...ViewNews.aspx Trends copper china
shared by Colin Bennett on 15 Jan 09 - Cached
  • Colin Bennett on 15 Jan 09
     
    Global copper demand probably won't see much of a recovery until 2011 because of lower global GDP forecasts, a marked slowdown in China's consumption growth and modest supply in the near term, Credit Suisse said in a note Thursday.
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Long term/short term investment conflict builds certainty - 0 views

www.mineweb.com/...page67 trends copper finance
shared by Colin Bennett on 16 Dec 08 - Cached
  • Colin Bennett on 16 Dec 08
     
    Now we are seeing the mirror image of the up cycle, and mines are closing, new projects are being halted and even really good exploration targets and development projects are not being followed up purely through lack of availability of funds. It doesn't take a rocket scientist to understand what this is building up to as the world economy picks up, as it undoubtedly will. Once demand returns to the market there will not be the supply available to meet it and prices will inevitably soar again. This will happen. The only uncertainty is the timescale.
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A Slippery Slope For Contract Manufacturers - 0 views

www.engineerlive.com/...21451 trends copper electronics
shared by Colin Bennett on 12 Feb 09 - Cached
  • Colin Bennett on 12 Feb 09
     
    Conditions in the global electronics contract manufacturing business are continuing to deteriorate due to the recession and the weakening high-tech industry, prompting iSuppli Corp to further cut its short- and long-term growth expectations for this volatile industry. Global contract manufacturing industry revenue, consisting of sales by Electronics Manufacturing Services (EMS) and Original Design Manufacturing (ODM) providers, now is expected to decrease by 9.9 per cent during 2009 with revenues of $270.8 billion, compared to $300.7 billion in 2008.
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Hybrid motorcar global indicator - 0 views

earth2tech.com/...how-hot-are-hybrids-globally Trends copper automotive
shared by Colin Bennett on 11 Dec 08 - Cached
  • Colin Bennett on 11 Dec 08
     
    Still, the top 10, which is ranked according to Google's search volume index, offers a glimpse of relative interest in the technology. The numbers represent the likelihood of users in each country searching for "hybrid car," on a scale of 0-100. Google divides the total number of searches for each country by the number of searches for this particular term, and then normalizes the data based on the country's traffic volume. 1. United States: 100 2. Malaysia: 66 3. Canada: 60 4. Singapore: 56 5. Australia: 45 6. New Zealand: 42 7. South Korea: 35 8. India: 30 9. Hong Kong: 23 10. United Kingdom: 22
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Q-Cells Moving Into Mexico - 0 views

www.renewableenergyworld.com/...story photovoltaic
shared by Glycon Garcia on 18 Jun 08 - Cached
  • Q-Cells AG has reached an agreement to build a production complex for thin-film photovoltaic (PV) modules in Mexicali, Mexico the state capital of Baja California, close to the U.S. border. The agreement implies that Q-Cells will invest up to US $3.5 billion in the mid- to long-term. The agreement implies that Q-Cells will invest up to US $3.5 billion in the mid- to long-term, although the expansion plans are contingent upon the development of the PV markets in the US, Mexico and Latin America that will be supplied from Mexicali.
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PWC says mining sector profit margins may have peaked | Reuters - 0 views

uk.reuters.com/...idUKL1616680920080616 mining trends
shared by Colin Bennett on 17 Jun 08 - Cached
  • Colin Bennett on 17 Jun 08
     
    LONDON (Reuters) - The booming mining sector may have peaked in terms of net profit margins after costs surged more than revenues last year for top firms, a report released on Tuesday by PricewaterhouseCoopers said.
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US - General Cable's Q4 2008 sales results - 0 views

www.generalcable.com/GeneralCable US General Cable sales results
shared by Panos Kotseras on 11 Feb 09 - Cached
  • Panos Kotseras on 11 Feb 09
     
    General Cable Corporation has announced its sales results for Q4 2008. In volume terms, sales in Q4 2008 contracted by 6.3% y-o-y. In the same period, operating income decreased by 17.8% y-o-y to US$76.4 million. The company attributed the decline in its operating income to weak demand in developed economies and lower capacity utilisation. Sales to Europe and North Africa contracted by 7.8% y-o-y, particularly due to lower demand and pricing for construction products in Spain, and weakening activity across Europe. In North America sales fell by 6.6% y-o-y, as the company experienced reduced demand for high metal content copper telecommunication and low voltage cables.
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The end of Bretton Woods 2? - 0 views

blogs.cfr.org/...the-end-of-bretton-woods-2 2008-crisis economics
shared by Wade Ren on 29 Oct 08 - Cached
  • The Bretton Woods 2 system – where China and then the oil-exporters provided (subsidized) financing to the US to sustain their exports – will come close to ending, at least temporarily. If the US and Europe are not importing much, the rest of the world won’t be exporting much.
  • And rather than ending with a whimper, Bretton Woods 2 may end with a bang. In some sense Bretton Woods 2 has been on life support for a while now. China’s recent export growth has depended far more on Europe than on the US. US demand for non-oil imports peaked in 2006. One irony of the past year is that the US was borrowing far more from China that it was buying from China. Campaign rhetoric that the US was paying for Saudi oil with funds borrowed from China isn’t far off – though it leaves out the fact that the US also borrows from Saudi Arabia to pay for Venezuelan, Mexican and Nigerian oil.
  • If Bretton Woods 2 ends in 2009 – if US demand for imports falls sharply in the last part of 2008 and early 2009, bringing the US trade deficit down – it won’t have ended in the way Nouriel and I outlined back in late 2004 and early 2005. We postulated that foreign demand for US debt would dry up – pushing up US Treasury rates and delivering a nasty shock to a housing-centric economy. As Brad DeLong notes, it didn’t quite play out that way. The US and European banking system collapsed before the balance of financial terror collapsed. Dr. DeLong writes: All of us from Lawrence Summers to John Taylor were expecting a very different financial crisis. We were expecting the ‘Balance of Financial Terror’ between Asia and America to collapse and produce chaos. We are not having that financial crisis. Instead we are having a very different financial crisis. Catastrophic failures of risk management throughout the entire banking sector caused a relatively minor collapse in housing prices to freeze up global finance to a degree that has not been seen since the Great Depression. The end result of this crisis though could be rather similar: a sharp contraction in credit, a fall in US economic activity, a fall in US imports and a fall in the amount of foreign financing the US needs.* The US government is (possibly) trying to offset the fall in private demand by borrowing more and spending more — but as of now there is realistic risk that the fall in private activity will trump the fiscal stimulus.
  • ...11 more annotations...
  • Or, to put it more succinctly, Bretton Woods 2, as it evolved, hinged both on the willingness of foreign central banks to take the currency risk associated with lending to the US at low rates in dollars despite the United States large current account deficit AND the willingness of private financial intermediaries to take the credit risk associated with lending at low rates to highly-indebted US households.
  • But now US financial institutions are neither willing nor able to take on the risk of lending even more to US households. For a while the US government was able to ramp up its lending to households (notably through the Agencies) and in the process effectively take over the function previously performed by the private financial system (over the last four quarters, the flow of funds data indicates that the Agencies provided around $800 billion of net credit to US households). But now the US government is struggling to keep the financial system from collapsing. It doesn’t seem like it will able to avoid a sharp fall in the overall availability of credit.
  • It is now clear how the financial sector kept profits up: it took on more risk, as it shifted from borrowing short to buy safe long-term assets (Treasuries and Agencies) to borrowing short to buy risky long-term assets. Leverage in the system also increased (and for some broker dealers that seems to be an understatement), as more and more financial institutions believed that the US had entered into an era of little macroeconomic or financial volatility. The net result seems to have been a truly explosive concentration of risk in the hands of a core set of financial intermediaries in the US and Europe. Securitization – it seems – actually didn’t disperse risk into the hands of institutions able to handle it.
  • I hope that the process of adjustment now underway isn’t as sharp as I fear. The US economy gradually can shift from producing MBS for sale to US investors flush with cash from the sale of safe securities to China and Saudi Arabia to producing goods and services for export – but it cannot shift from churning out complex debt securities to producing goods and services overnight. Indeed, in a slowing US and global economy, improvements in the US deficit will likely come from faster falls in US imports than in US exports – not from ongoing growth in US exports.
  • But right now it looks like there is a real risk that the adjustment won’t be gradual. And it certainly looks like the flow of Chinese (and Gulf) savings to US households over the past few years has produced one of the largest misallocations of global capital in recent history.
  • US taxpayers are going to be hit with a large tab for the credit risk taken on by undercapitalized financial intermediaries. Chinese taxpayers may get hit with a similar tab for the losses their central bank incurred by overpaying for US and European assets as part of its policy of holding its exchange rate down. The TARP is around 5% of US GDP. There are plausible estimates that China’s currency losses will prove to be of comparable magnitude. Charles Dumas puts the cost at above 5% of GDP: “Charles Dumas of Lombard Street Research estimates that China makes 1-2 per cent on its (largely) dollar reserves. It then loses up to 10 per cent on the exchange rate and suffers a Chinese inflation rate of 6 per cent for a total real return in renminbi of about minus 15 per cent. That is a loss of $270bn a year, or a stunning 7-8 per cent of gross domestic product.”
  • Jboss — if some of the Chinese inflow could be redirected into investment in alternative energy, that would indeed be a win/ win. Some infrastructure bank style ideas have promise in my view — basically, the flow that used to go to freddie/ fannie could go to wind farms and the like. I would rather see more adjustment in china (i.e. more investment in Chinese infrastructure) but during the transition, if there is one, to a lower Chinese surplus, redirecting chinese financing toward new energy tech would be offer real benefits.
  • China likes 3rd generation nuclear power. Safe, lower cost than NG or coal, very much lower cost than coal with carbon sequestering, and zero carbon footprint. Wind is about 4X more expensive than our electric costs now. That’s in an area with consistent wind. Solar is worse. I don’t know if we can sucker them into investing in our technical fairy tales. Here’s a easy primer on 3rd gen nukes. http://nuclearinfo.net/Nuclearpower/WebHomeCostOfNuclearPower
    • Wade Ren
      Wade Ren on 29 Oct 08
       
      is this true?
  • btw, solar thermal installations are so easy & affordable to retrofit onto existing structures, it’s amazing that there aren’t more of them here…until you realize that they work to decentralize energy. cedric — china is already doing it in china. they are way ahead of the curve over there. my partner brought back some photos of shanghai — rows of middle class homes each with a small solar panel on top. and that’s just the tip of the iceberg — an architect friend just came back from beijing and wants to move to china (he’s into designing self-powering structures and is incredibly frustrated by the bureaucracy and cost-prohibitive measures in the US).
  • I went to engineering school right after the Arab Oil Embargo, and alternative energy was a hot topic then. All the same stuff you hear of nowadays. They even offered entire courses on it , which I took. Then my first mini career was in the power plant biz, before Volker killed it with interest rates and the Saudies killed any interest in alt. energy with their big oil field discovery. For the last 5 years I’ve been researching what’s changed, and it is frighteningly little. Solar cells are still expensive and only have a 15% conversion efficiency. They developed the new cost reduced film technology, but that knocks down efficiency to 7%. Wind power works where there is wind constantly. Generators are mature technology and are already 90 some percent efficient. Geothermal, tidal, ect. work where they are available. Looks like coal gasification and synfuel is out because it makes too much CO2. Good news is 3rd gen nuclear is way better than 1st gen plants. Hybrid cars are good, and battery technology is finally getting barely good enough for all electric cars to be practical.
  • According to news report today, Japan’s trade surplus is less than 1 billion $ in September 08, a whopping 94% decrease compared to September 07. Does it imply that going forward Japan can not buy as much treasury as before?
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Asia-Pacific - BHP walks away from $62bn Rio bid - 0 views

www.ft.com/...c1-11dd-bc6c-0000779fd18c.html trends copper mining rio bhp
shared by Colin Bennett on 25 Nov 08 - Cached
  • Colin Bennett on 25 Nov 08
     
    BHP Billiton on Tuesday abandoned its year-long pursuit of Anglo-Australian mining rival Rio Tinto, saying the bid was no longer in the best interests of shareholders amid the "continued deterioration of near-term global economic conditions".
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PV's "Moore's Law" Required To Drive Increased Material Efficiency - 0 views

www.renewableenergyworld.com/...story power generation pv solar
shared by xxx xxx on 08 Oct 08 - Cached
  • xxx xxx on 08 Oct 08
     
    The road to grid parity for PV power generation will be difficult, needing five or more years to compete with utility power, unsubsidized, on a large scale, noted Mark Thirsk, managing partner at Linx Consulting, at a recent SEMI PV forecast luncheon (Sept. 18) in Santa Clara, CA Most input materials for PV production are in relative oversupply and will not constrain production, Thirsk pointed out - and for this reason manufacturers are conservative about capacity investment. In particular, his PV module production forecast (see Fig. 1, above) shows an overstep in demand in 2008. One reason for suppliers' reluctance to build capacity for entering the silicon supply chain is that it is an inefficient process. "Only about 15% of all the silicon going into the supply chain goes into the wafers, so it's a pretty wasteful and capital intensive process, so there is a lot of reluctance to build capacity," said Thirsk. Despite the efficiency challenges, Thirsk's forecast indicates that an oversupply may occur in 2009 Because >40% of PV grade silicon is lost at the wafering step, Thirsk believes this represents a significant opportunity for the right technology. Additionally, diamond wire is a potential replacement for slurry technology, but this technology is still immature. In the crystalline silicon (c-Si) value chain, Thirsk sees opportunities for optimizing mono-crystalline wafers with metal wrap technology and backside contacts; process optimization and material improvements would improve cell efficiency, and glass, wafer, backsheet, and grid improvements can enable more efficient light capture. Looking ahead, Thirsk told the audience that while thin-film technologies will enjoy strong growth "and may be more attractive to value-add materials and equipment suppliers, thin-film cell production will remain a minority share for the medium term." (see Fig. 3, below) He closed his presentation encouraging the creation of a Moore's Law type of roadmap for the PV
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Anglo American Plc keen on Indian tie-ups in mining - 0 views

www.business-standard.com/...storypage.php india copper mining trends Anglo
shared by Colin Bennett on 07 Nov 08 - Cached
  • Colin Bennett on 07 Nov 08
     
    Global mining major Anglo American Plc today said it is keen on roping in local players to forge joint ventures in India's mining sector, where the UK-based firm intends to be a long-term player.
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Infrastructure and growth: empirical evidence - 0 views

www.oecd.org/...49_37443_1_1_1_1_37443,00.html trends copper infrastructure
shared by Colin Bennett on 18 Mar 09 - Cached
  • Colin Bennett on 18 Mar 09
     
    Investment in network infrastructure can boost long-term economic growth in OECD countries. Moreover, infrastructure investment can have a positive effect on growth that goes beyond the effect of the capital stock because of economies of scale, the existence of network externalities and competition enhancing effects.
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India follows China in grab for Australia's minerals : Business - 0 views

www.earthtimes.org/...b-for-australias-minerals.html china trends
shared by Colin Bennett on 23 May 08 - Cached
  • Colin Bennett on 23 May 08
     
    ndia has followed China in making strategic investments in Australian companies to secure long-term supplies of the minerals its factories need.
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Clean Break :: Grid neglect will undermine other efforts - 0 views

tyler.blogware.com/...3533052.html
shared by Colin Bennett on 20 Feb 08 - Cached
  • we put so much focus on new power generation, arguably a more sexy topic when we talk about wind and solar, and seem to forget that maximizing renewable output means improving the way the grid operates and expanding its reach.
  • Colin Bennett on 20 Feb 08
     
    Electrical grids worldwide vary in age and range, but overrall, electrical grid systems are seen as requiring urgent upgrades to meet growing demand. Of course, items such as transformers and power lines are maintained and upgraded by utility companies. However, utitility companies must feel confident about long-term financial terms as well as increasing demand in order to invest. With a now sensitive economy, and perhaps a looming world recession, utility companies are hesitatnt to invest. With, for example, large transformers being ordered years in advance, delaying decisions to invest for too long may lead to a less well performing grid.
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» Eco-friendly next-generation mobile homes | Emerging Technology Trends | ZD... - 0 views

blogs.zdnet.com/emergingtech trends
shared by Colin Bennett on 14 Jan 08 - Cached
  • Usually, mobile homes are not associated with terms such as long-term quality or environmental friendliness. Now, a professor of architecture at Mississippi State University (MSU) wants to change this. He has developed the concept of the GreenMobile home, an ultra-affordable and ecological-minded, factory-built housing unit. The first prototypes of these homes, which could be used as regular houses or for disaster relief housing, should be built in March 2008. And their cost is expected to be in the $50,000 range. Not too bad, especially if the value of these houses increases in the future as expects the development team. But read more…
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Japan - Cablemakers to increase capital investment in FY2012-13 - 0 views

www.japanmetaldaily.co.jp/...index.php Japan wire cable plans capital investment 2012 2013
shared by James Wright on 08 Apr 09 - No Cached
  • Panos Kotseras on 08 Apr 09
     
    Furukawa Electric Co. Ltd. and Tohoku University Graduate School have jointly introduced a medical application made of copper alloy. This development refers to an apparatus that uses copper shape memory alloy and aims to correct ingrown nails. What the apparatus does is to insert an alloy plate at both sides of the nail correcting its curvature. Tohoku University is currently using the instrument on a pilot basis, however, Furukawa is planning to start selling it within this fiscal year. The company expects to sell a significant volume of the newly developed instrument as about 10 million people in Japan suffer from ingrown nails.
  • James Wright on 27 Jun 11
     
    Furukawa Magnet Wire Co. Ltd., a subsidiary of Furukawa Electric Group, announced that it has expanded its facility in Malaysia. Production capacity of its TEX-E, trilayer insulated wire, which is principally used in rechargers for computers and mobile phones, has been doubled. The company expects that demand will increase in China and other emerging markets in the medium to long term. In addition, it was reported that Furukawa Electric increased its stake in Chongqing Changhua Automobile Harness Co. Ltd., the China-based wiring harness assembler, to 65% from its previously held 50% share.
  • James Wright on 02 Jul 12
     
    Four major manufacturers of wire and cable are set to increase their level of capital investment in this fiscal year. The companies are expected to make large investments within emerging country markets, which promise growth over the medium to long term. Another area of investment is the field of smartphone components. Sumitomo Electric Industries Ltd., SWCC Showa Holdings Co. Ltd. and Furukawa Electric Co. Ltd. will expand capital investment "significantly", while Fujikura Ltd., will do so only "slightly".
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FT.com - Chinalco set to quit $19.5bn Rio deal - 0 views

www.ft.com/...fb-11de-8922-00144feabdc0.html trends copper rio chinalco
shared by Colin Bennett on 04 Jun 09 - Cached
  • Colin Bennett on 04 Jun 09
     
    Chinalco is set to walk away from a $19.5bn deal with Rio Tinto following weeks of wrangling over the terms of the transaction, in a dramatic U-turn that sent shares in the Anglo-Australian miner sharply lower.
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BHPB fears effect of stimulus withdrawal - 0 views

www.ft.com/...ad-11df-aa09-00144feab49a.html trends copper BHPB
shared by Colin Bennett on 11 Feb 10 - Cached
  • BHP Billiton, the Anglo-Australian mining group, yesterday reported better-than-expected half-year results but flagged concerns about its growth prospects as governments around the world looked to unwind stimulus measures.Marius Kloppers , chief executive, said many economies, notably the US, were still dependant on government stimulus.He said such measures had helped drive recovery but had not addressed structural issues such as weak labour markets and excess production capacity in developed economies."A further variable will be the impact of any measures to control loan growth in China ," he said.He added that in the short term Beijing was focused on containment of asset inflation."We remain cautious about the speed and strength of the global economic recovery across the developed world."But longer term prospects were "robust" on the back of growth in China and India, Mr Kloppers said.
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