Copper end use trends

Plans have fallen through by an Australian company to reopen a zinc and copper mine at Parys Mountain on Anglesey.

An unidentified MIIT official said China had an estimated 2,700tailing dumps, with a combined capacity of 5 billion tons of waste.

Linderme Tube was a manufacturer of copper and aluminium products. The company was founded in 1927 and employed some 81 people, mostly residents of Euclid and Cleveland. According to a Linderme spokesman, the company has sold all its assets to Small Tube Products Co. and ended production on 1st October. Small Tube Products is a leading North American producer of copper and specialty alloy tubes. It was acquired by Wolverine Tube in July 1994 and was sold recently based on Wolverine's decision to focus on its core products.

Silver-zinc battery chemistry is currently poised to move into the commercial marketplace for use in consumer electronics. This new silver-zinc battery chemistry uses the latest in advanced polymers, nano-technology, power electronics and processing methods to create a battery that surpasses other rechargeable batteries for notebook computers, mobile phone and consumer electronics applications.

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

According to Malhan, mega projects and expansion plans are being reviewed, with the corporate sector now focused on managing costs and reducing borrowings. "We are just at the beginning of the problem in India. I expect January to June 2009 to be the worst period. Early signs are emerging from the way budgets are now being designed, with hiring decisions only passed if the need is critical and travel either completely discouraged or downgraded to economy class only", says Sunit Mehra, managing partner, Hunt Partners India.

Here is what we had in the initial KMC Futures trend. See also the alliance with GE.

May identify trends or analyse them closer

10/08/2008 - Norsk Hydro is pouring $15 million into Colorado based thin-film module developer Ascent Solar, raising its stake back up to the 35% figure it had before Ascent's secondary share issue in May..

June 2008\nNA Copper Mail

Norddeutsche Affinerie AG (NA) said it is expecting at least EUR40 million of synergies each year from the takeover of Cumerio which was completed in March this year. The company said that it will benefit from the transfer of best practice between the two companies while cost savings mainly come from logistics and process optimization. NA also plans to increase production at its Cumerio smelters. The company expects further acquisition opportunities in Europe and in other parts of the world, including Asia. NA plans to expand its operations in southeastern Europe and the Black Sea region to capitalize on its strong economic growth before looking for growth opportunities outside Europe. In Bulgaria, the company currently expands copper cathode production capacity of its Pirdop smelter to 180,000 tonnes per year.

Norddeutsche Affinerie is to invest €62.5M to increase by 60% its copper scrap recycling capacity in Lünen, Germany by 2011. The investment will double the firm's capacity to process complex copper-bearing scrap such as shreddings, powders and electrical scrap to 140,000t/y, bringing total scrap recycling capacity up to 350,000t/y from 220,000t/y currently. The scrap will be processed into copper cathode. The investment will see the installation of a second smelting furnace, and a waste gas purification plant in Lünen. Norddeutsche's current secondary smelter in Lünen uses a range of scrap, whilst its Hamburg plant uses copper concentrate and a small percentage of high-grade scrap. Electronic scrap availability has increased in Europe as end-of-life regulations have been introduced for its disposal.

So how can copper help? Earlier this year, the U.S. Environmental Protection Agency (EPA) approved the registration of 275 copper alloys as antimicrobial materials, allowing public health claims that copper, brass and bronze are capable of killing potentially deadly bacteria, including methicillin-resistant Staphylococcus aureus -- the so-called "superbug" MRSA, which is blamed for many hospital infection deaths.

Many Japanese scrap dealers have reduced their shipments to copper alloy fabricators by more than 20% in October due to falling demand. Copper fabricators have decreased their scrap purchasing volumes because of weaker semis output. A number of brass bar makers decreased their buying volume of brass turning scrap by more than 30% in October. From the supply side, copper scrap generation has been tight. Scrap availability has been falling since July and that has triggered competition between scrap dealers to maintain adequate levels of inventory, which resulted in a spike in the market price in September.

The Nizhni Novgorod Copper Company will invest around RUB800M (US$32M) in a copper wirerod plant in Dzerzhinsk, in the Nizhni Novgorod region of Russia. The plant is expected to have an annual capacity of 25,000t/y, and will use 26,000t/y of copper scrap. Commissioning is expected in late 2010.

Mitsui Mining & Smelting addressed this by covering the silicon with thin copper and creating a structure with spaces to accommodate the swelling of the cell inside its negative electrode.

State lawmakers had victims like Moore in mind when they passed legislation that requires scrap-metal dealers to keep track of people they buy copper from. The law went into effect this week.

Tata group's decision to pull out the Nano project from Singur is a huge blow to not only the automobile sector, but also the entire industry.

S&P is factoring into its mining sector credit ratings a weakening of demand for mining and metals in Europe and the United States "and concerns that this will have a flow-on effect to other emerging markets."

"Cash is now king and grassroots exploration is ill-advised until market sentiment improves," Haywood Securities warned junior mining sector investors. Nevertheless, Haywood views current valuations "as a fishing opportunity."

Andrew, the CommScope, Inc. division that is a global leader in communications products and systems, has introduced HELIAX(R) 2.0, the world's first complete cable and connector family for wireless networks, which offers operators and OEMs new radio frequency (RF) transmission line options under a trusted brand.