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Renewable energy means we need energy storage, too - 0 views

  • Storing excess renewable resources, such as solar and wind, is vital in securing an energy-efficient future. To understand just how vital energy storage is, consider this. Fossil fuel, such as coal and oil, are forms of stored energy, always ready when society needs it. Solar and wind are forms of “real” energy, coming and going irregularly. If we want to replace the value that fossil fuels afford our society, we have no choice but to add storage to intermittent renewable energy to make it readily available.
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Chilean strike threats push copper higher - 0 views

  • Copper prices reached a 15-month high yesterday as strikes threatened production in Chile while rising tensions in Iran helped push crude oil towards the $80-a-barrel mark.Copper hit $7,285 a tonne with the benchmark London Metal Exchange three-month contract up 3 per cent after closing in London on Christmas Eve at $7,070 a tonne.
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Brazil - Domestic demand boosted semis output in 2010 - 0 views

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    Sindicel and ABC reported that increasing domestic demand for non-ferrous metal products boosted semis output in 2010. Production of aluminium and copper electric conductors advanced by an average 14% in 2010, while semis output grew by 10%. The association said that the upturn in 2010 was supported by Brazil's civil construction sector, followed by the automotive, energy transmission, oil and gas, and mining industries.
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Nexans Announces 2010 Full-Year Results - 0 views

  • These elements combined offset the negative impact of the sharp hike in the price for plastic raw materials and oil derivatives
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China - Imports of refined copper and copper semis plunged 35.4% m-o-m in February - 1 views

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    Chinese imports of refined copper and copper semis plunged by 35.4% m-o-m to 235,469t in February, the lowest level in 25 months. Imports were also down by 26.9% from the same period a year ago. Analysts were expecting that monthly imports would fall, given that buying activity was impacted by the Chinese New Year. However, the outcome was worse than anticipated, partly attributed to demand concerns generated by soaring oil prices and tighter credit control.
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Commodities - Recession parallels? - 0 views

  • Oil down, copper down, precious metals down, the dollar up – the popping sound you hear coming from the commodities market has echoes of the bust of three years ago.
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India - Hindustan Copper expects a rise in demand due to Japan's post-quake reconstruction - 0 views

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    Indian copper miner Hindustan Copper Limited said that demand for copper and copper prices are expected to rise due to the reconstruction work in Japan after the earthquake. It was reported that Japan accounts for about 5% of global copper demand but this will increase as long as reconstruction begins. However, the global demand outlook is negatively impacted by the ongoing unrest in Libya and high oil prices.
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Mining the Antarctic - 0 views

  • All this while crews try to figure how to drill pass the mantle of ice covering 99% of the continent, which is over 2 miles thick, but it stores an abundance of highly sought resources, including coal, iron ore, manganese, copper, lead, uranium, diamonds and billions of barrels of oil reserves.
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Innovations in Industrial Waste Heat Management - 1 views

  • Industrial waste heat management has seen rising levels of importance due to volatile fuel prices and also regulations to maximize energy conservation. As such, industries have started recognizing the necessity and advantages of industrial waste heat management. Till recent past much importance was being paid to recovering waste heat and reusing it as thermal energy. But now the focus is on new methods of waste heat recovery which convert even low grade waste heat into other forms of energy with increased feasibility. Low grade waste heat recovery, which has slowly been gaining prominence is expected to be a major driver for research in the future. This research service report presents analysis on current technology capability and expected future trends in technology adoption for industrial waste heat management. Analytical Hierarchy Process (AHP) was used to evaluate the application potential in the five most energy intensive industries – Cement, Oil and Gas, Steel, Pulp and Paper, and Glass to identify the industry with greatest future application potential. Based on inputs from technology developers and from the predicted market scenario, an evaluation was done.
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The way clears for modernization of Mexico's energy/manufacturing sectors - 1 views

  • Mexico’s opening of its energy sector to private participation will probably lead to a rapid acceleration in growth of manufacturing and services.
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    "Mexico's opening of its energy sector to private participation will probably lead to a rapid acceleration in growth of manufacturing and services."
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China Oil, Copper, Iron Ore Prices Collapse Due to Coronavirus - Bloomberg - 3 views

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    "Chinese commodity prices collapsed on the first day of trading after the Lunar New Year break as investors returned to markets gripped by fear over the impact the coronavirus will have on demand in the world's biggest consumer of raw materials. The country's three major commodity exchanges were hit by a fevered bout of selling as they reopened with Chinese traders getting their first opportunity to catch up with losses inflicted on overseas markets while they had been on holiday."
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    The full impact on copper is not known yet. We will have to wait and see how the health issue impacts manufacturing and also wait to see the China government fiscal response. Seemingly anything else at this time is speculation.
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    Time will tell and media does overhype. What I found noteworthy that these stories were linked to Dr Copper, which rarely happens. Agreed that we do not need to stir the hive, but I alerted Joe that he may receive lots of interest for the January edition of his index.
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FT Commodities Summit Asia organised by FT Live - 0 views

  • Electric Dreams: The battery revolution and commodity markets As leading carmakers move to electrify their fleet and companies like Alphabet and Uber work on self-driving cars, the commodity industry is being forced to grapple with some difficult questions. EV’s have the potential to reduce oil demand considerably, but how fast and how soon remains a subject of fierce debate. Equally, utility scale battery technology could have a devastating impact on the coal industry if it is able to provide storage for renewable energy. In contrast, EV’s could be a boon to the metals industry and materials like copper, lithium and cobalt that are the key elements of the modern battery. Executives from mining, energy and commodity trading will discuss these topics and others.
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Tony Seba #CleanDisruption @ Robin Hood Investors Conference 2019 #RHIC2019 - YouTube - 2 views

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    Storyline of the disruption that might happen over the coming decade if TaaS (Transport as a Service) becomes a reality. Implications for the oil & gas industry (stranded assets), cities (lots of free space), construction (a boom), grids (no peakers, no market for ancillary services), and of course for the automotive sector.
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The geopolitics of metals and metalloids used for the renewable energy transition - Sci... - 4 views

  • This study examines the geopolitical role of 14 metals and metalloids needed for renewable energy technologies. The analysis focuses on three factors with potential geopolitical importance: the geographic concentration of resources, potential revenues of resources rich countries and the size of total global markets.
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    This paper (open-access) looks at the future needs for 14 metals, including copper, in the context of the energy transition. Coming from a credible source, the paper presents a balanced and reasonably complete perspective adding a new geopolitical element. For the latter, the Herfindahl-Hirschman index, well known from competition policy, is introduced, and 14 metals are compared to the geopolitics of oil. Interesting as well is the discussion what mineral revenues mean for producer countries.
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No, EVs Won't Use Up the World's Copper. Just Ask Elon. - 1 views

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    "No, EVs Won't Use Up the World's Copper. Just Ask Elon."
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