Ku Ku Ku Ku Ku Kupfer steigt wieder.............!!

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01.02.11 17:05

7769 Postings, 5935 Tage videomartCopper, tin hit record highs, macro data supports

01.02.11 17:10

7769 Postings, 5935 Tage videomartCopper prices to rise say Bank of America

Written by Will Peters    
Tuesday, 01 February 2011 10:25  
http://www.economy-news.co.uk/copper-prices-01201102/print.html  

02.02.11 06:31

7769 Postings, 5935 Tage videomartWhere is copper headed?

While copper prices continue to rise, some are worried that macroeconomic developments in Asia aren't quite as bullish for the red metal as they once were

Author: Geoff Candy
Posted:  Saturday , 29 Jan 2011
http://www.mineweb.com/mineweb/view/mineweb/en/...tail&pid=102055  

09.02.11 16:30

7769 Postings, 5935 Tage videomartCopper's final resistance frontier broken

George Albert /  Business Standard  
February 9, 2011, 0:38 IST
http://www.business-standard.com/india/news/...rontier-broken/424479/  

09.02.11 23:46

7769 Postings, 5935 Tage videomartCopper mining industry will not meet global demand

9 February 2011

Standard Bank:
"Ongoing economic recovery underpins strong demand for copper"

Cape Town — The copper mining industry will not meet global demand for 2011 or next year because demand is growing faster than supply. The copper market is facing a widening deficit until new supply comes on stream in late 2013.
...

http://allafrica.com/stories/201102090746.html  

09.02.11 23:50

6257 Postings, 6876 Tage mecanound was hat Arubis falsch gemacht?

-----------
we h rt sich jemand ?

28.02.11 22:46

7769 Postings, 5935 Tage videomart"The biggest company you never heard of..."

Special Report
By Eric Onstad, Laura MacInnis and Quentin Webb
BAAR, SWITZERLAND | Fri Feb 25, 2011 7:52am EST
http://www.imfreakz.com/competition/...ompany-you-never-heard-of.html  

03.03.11 23:25

7769 Postings, 5935 Tage videomartKazakhmys Sees Strong Copper Prices...

...Studies Options for ENRC
By Firat Kayakiran - Mar 3, 2011
http://www.bloomberg.com/news/print/2011-03-03/...tions-for-enrc.html  

03.03.11 23:30

7769 Postings, 5935 Tage videomartGlencore bullish on 2011 outlook for commodities

23.03.11 22:35

7769 Postings, 5935 Tage videomart"Copper, tin prices could double: Ebullio"

By Marie-Louise Gumuchian and Eric Onstad
LONDON | Mon Mar 21, 2011 2:49pm EDT
http://www.reuters.com/article/2011/03/21/...irtualBrandChannel=11563  

31.03.11 16:30

7769 Postings, 5935 Tage videomartA spotlight on Oil and Copper

25 March 2011
WRITTEN BY: Melvyn Lloyd – Investment Analyst (Glacier Research)
http://www.sanlam.co.za/wps/wcm/connect/...and_Copper.pdf?MOD=AJPERES  

23.06.11 00:35

7769 Postings, 5935 Tage videomartMacquarie's Ausblick für Kupfer

aus:
Macquarie Commodities Compendium
17 May 2011


Copper

The market is tightening up and deficit will bite in 2H11, 2012

From current spot prices, our most bullish call in base metals is copper, notwithstanding ourshort term copper sell call we put in place on March 7th and re-iterated on April 12th this year.After a period of scrap and consumer de-stocking and weak Chinese semi's output (highprices and tight credit), the fundamentals in the copper market are starting to turn and we seethis continuing for the remainder of 2011 and into 2012. In particular, May has seen scrap discounts narrow, TCs fall, SHFE stocks falling sharply, LME stocks start to decline, Chinese physical premiums rise, the Chinese forward curvemove into backwardation, the Chinese import arbitrage go from negative to slightly positive,and semi's output show signs of improving in China. Ex-China continues to recover, with consumption less than 10% below the level it was in 2007/1H08 before the financial crisis. We expect that a 350-400,000t deficit in 2011 will see total global copper inventories in terms of weeks of consumption fall to low levels (similar to those seen in the last boom period), and we continue to forecast a 200,000t deficit in 2012. While our base case is that very strong mine supply growth on a two-three year view will move the market into small surplus in 2013/14, inventories are not expected to rise much above critically low levels (about three weeks of consumption) and as such, prices are forecast to remain >US$3/lb over the period.


Our bullish 3-18 month copper view rests on three pillars:


Chinese copper semi's output will „normalise". By semi's normalising, we mean,semi's output recovering from the relatively low levels seen in Jan/Feb/Mar 2011, to a level which gives 7% YoY growth for full year 2011. On this basis Chinese consumption of copper units (refined and scrap) should rise by around 10% from March levels through the remainder of 2011 (normally consumption is strongest in May/June but this may be delayed in 2011 owing to a temporary squeeze on semi-fabricators owing to tight credit and high prices). That global consumer de-stocking will slow /end, with upside from potential re-stock. Consumer stocks are very difficult to get data on. However, we do have significant anecdotal information to suggest that Chinese consumers have de-stocked from 10-14 days of stocks in mid 2009 to 2-3 days in 2H10 (voluntary de-stocking owing to higher prices), and practically nothing recently (hand to mouth stock level sowing to involuntary de-stocking following the tightening in credit conditions in 1Q11). Outside of China ,various anecdotes point to consumers consolidating their supply chains and reducing stocks, firstly in late 2008/09 (in line with lower demand) and then de-stocking further over the past six months (owing to higher prices and tight credit). On the one hand this consumer de-stocking has resulted in rising visible stocks (stockshifting, exaggerating the apparent global surplus in recent months), and on the other hand this de-stocking has reduced refined demand. As global de-stocking is largely thought to have finished, consumer consumption of refined copper should rise significantly over the coming months. To the extent Chinese consumers are underutilised owing to tight credit; they could raise output and restock at the same time over the coming six months, which would be particularly bullish.

The bull market is on, with 2011 and 2012 likely to be the peak years.


That global scrap de-stocking will slow / end.

The increase in scrap availability evidenced by a sharp widening in scrap discounts globally which began in Sept/Oct2010 and evidenced by the increased use of scrap by Chinese smelters and refiners through 2H10 is reportedly nearing an end. At the CESCO conference, we spoke withscrap market participants and heard that scrap de-stocking was well advanced in Europe, and to a lesser extent scrap de-stocking had taken place in the US. In line with this we have seen a significant narrowing of scrap discounts across the globe (particularly in China), as per Figure 11. In addition there are medium term supply risks such as unexpected weather issues (another La Nina in 2012 for example affected Chilean output from the SIC grid) or political issues (which could affect DRC output or Humala potentially winning the Peruvian election in June and nationalisation impacting future Peruvian copper supply growth). So far in 2011 we have used up over half of our 720,000t disruption allowance, and we are less than half way through the year. Although we cannot be certain, we continue to think it is more likely than not that the BlackRock (US$1bn) and JP Morgan (US$0.5bn) physically backed copper ETFs will be approved and will absorb at least the initial 150,000t of copper. In Fig 9, we show the impacton global stocks in terms of weeks of consumption if 150,000t of copper is “taken” from the market as at end-2011 and 200,000t as at end-2012.


http://www.scribd.com/doc/55676517/5/No-stopping-the-supply-surge  

23.06.11 14:42

12 Postings, 4678 Tage HWHollyKupfer kommt wieder

25.06.11 02:11

7769 Postings, 5935 Tage videomart"Copper - the most critical of critical metals"

At a recent event in Canada a panel reckoned copper was the most critical metal of all and with projected supply deficits is becoming even more so.

Author: Leia Michele Toovey
Posted:  Friday , 24 Jun 2011

VANCOUVER, BC (Copper Investing News)

The world needs copper, and lots of it. Output of the red metal has already doubled in the last 16 years, however, according to Jack Lifton, founder of  Technology Metals Research, this output needs to double again; a feat that is going to be a very big challenging.

This comment was just one of many bullish statements made about the state of the copper market at the recent Critical Metals Symposiumin Vancouver. When a board of panelists, including Lifton, was asked which, of all the critical metals, is the most "crucial" the answer was- copper.

The definition of a critical metal is not precise; however, simply put, a critical metal is a metal that is “vital” for the world to function in its current state. Critical metals are “dynamic” and the definition of a critical metal depends on many factors. These factors include location, the period of time, and the current economic and political environment.

Copper deserves its title of “critical metal” for a several reasons. The copper market is currently faced with a supply deficit. Currently, there is not enough of the red metal being produced to satisfy its near-term demand. As such, we are going to have to drastically increase the amount of copper being mined and refined before we will have enough supply. The second factor contributing to copper’s criticality is the subject of substitution. If we run out of copper, what can we use? The answer is, unfortunately, with today’s technology: nothing.


At the Critical Metals Symposium, all the panelists agreed that the definition of a critical metal is not concrete. When defining a critical material, it is important to consider what are you trying to do with it; what is the material needed for. In various applications, for instance, hybrid cards, producers will say that if they no longer had the availability of certain metals, such as a rare earth, they would model their technologies around the missing component. However, if you tell them they have no copper- then they would not know how to produce any vehicle, let alone a hybrid.

Yu-Dee Chang, Principal and Chief Trader at ACE Investment Strategies weighed in on the perspective that copper is the “most crucial” of the critical metals. Chang agreed that the definition as the “most critical” metal is a subjective, and dynamic one, and it is difficult to compare metals with very varied applications. In terms of the industrial metals, Chang agreed that copper should be called the “most crucial.” When asked if there was any known substitutes for copper, at this time Chang added that in terms of copper’s applications such as wiring- there are no viable substitutes.

Pricing is always an important topic when discussing critical metals. Copper rose to a record highs, this February, however, has since sustained a bit of a correction. Chang sees the recent supply situation, with a market deficit, already largely factored into copper’s current prices. When asked if prices were being controlled by sentiment, or fundamentals, Chang’s answer was, a little bit of both. “Over the short-run prices are controlled by sentiment, and over the long-term fundamentals will rule,” commented Chang. The recent volatility in prices is also a very important topic to address, in terms of a critical metal. Chang addressed the recent volatility in prices with the following observation: most of the smaller speculators are no longer playing the copper market, and instead trading is controlled by larger hedge funds, and of course end-users. The significance of this development is more volatile prices. When larger hedge funds move money into and out-of the market, prices are subjected to steeper swings.

There is no question that in North America and developed Europe power-supply is absolutely critical for the functioning of the local economies. This power is supplied by wire and copper is a necessity in manufacturing wiring. Add North America’s and Europe’s need for electricity to a developing need for power and infrastructure, like in the BRIC countries, and it is easy to see how copper is becoming more critical, around the world. Near record-high prices, price volatility, and shrinking supplies are factors that don’t work in favour for the end-users of copper, and as the BRIC countries continue to grow, there will be more incentive for the strategic stockpiling of copper.


http://www.mineweb.com/mineweb/view/mineweb/en/...30068&sn=Detail  

30.08.11 23:20

7769 Postings, 5935 Tage videomartCopper to Hit $5.15 in 2011

By Shayne Heffernan | August 26, 2011 8:01 PM HKT

Shayne Heffernan has raised his estimate on the Copper shortfall in 2011 to 700,000 tons, and expects December copper prices above $5.15 a pound as workers at some of the world's biggest copper mines in the world have also staged strikes of their own to demand a bigger share of windfall copper profits. Workers at BHP Billiton's Escondida, the world's largest copper mine, halted a two-week strike earlier this month that stoked global supply fears.

...
http://hken.ibtimes.com/articles/204351/20110826/...-5-15-in-2011.htm  

30.08.11 23:40

7769 Postings, 5935 Tage videomartCopper strengthens on supply concerns


August 30, 2011 2:05 pm

By Emiko Terazono

Copper prices firmed on

... (automatisch gekürzt) ...

http://fairshare.attributor.com/guardian/...b7039b20948384715d5dbefb5
Moderation
Zeitpunkt: 08.11.11 14:20
Aktion: Kürzung des Beitrages
Kommentar: Urheberrechtsverletzung, kopieren rechtlich geschützter Artikel von The Financial Times Ltd.  
Original-Link: http://fairshare.attributor.com/...7039b20948384715d5dbefb5

 

 

05.09.11 10:29

317 Postings, 6287 Tage LiphGrößtes Angebotsdefizit seit dem Jahr 2004.

New York (BoerseGo.de) – Schätzungen von Kupferexperten zufolge wird der Markt im Jahr 2011 einen Nachfrageüberhang haben. Dieser soll sich dann im Jahr 2012 etwas verringern. "Die Nachfrage wird das Angebot im Jahr 2011 wahrscheinlich um 495.000 Tonnen übersteigen", sagte Akira Miura von Pan Pacific Copper, Japans größtem Kupferproduzenten, der Nachrichtenagentur Bloomberg.

http://www.boerse-go.de/artikel/zeigen/articleId/2633574

 

26.10.11 13:00

7769 Postings, 5935 Tage videomartKupfermarkt im Defizit bis mindestens 2012

Copper market seen in deficit till 2012
G. Chandrashekhar Mumbai, October 6, 2011
http://www.thehindubusinessline.com/todays-paper/...rticle2515680.ece


Copper fundamental outlook: 2012 deficit may hit 200,000 tonnes
Last Updated : 04 October 2011 at 13:05 IST
http://www.commodityonline.com/news/...t-200000-tonnes-42774-3-1.html


Copper demand should outstrip supply: Xstrata
Sept. 19, 2011, 11:57 a.m. EDT
http://www.marketwatch.com/story/...utstrip-supply-xstrata-2011-09-19


Indian import dependency in copper to rise to 90% by 2017
miningweekly.com, 25th October 2011
http://www.miningweekly.com/article/...-rise-to-90-by-2017-2011-10-25


Turning Copper to Cash
SATURDAY, OCTOBER 22, 2011
http://online.barrons.com/article/...704766704576641320442862238.html
 
 

27.10.11 13:15

7769 Postings, 5935 Tage videomart"A trap starts to open for copper bears"

28.10.11 16:15

1966 Postings, 4915 Tage CalibanNaja es gibt auch Fallen für Bullen

die da heißen: zB Bollinger.
Steht ja fast ausser Zweifel, dass Kupfer eines Tages das Gap schliesst, wenn noch dazu ein Doppelboden aufgelöst werden soll. Aber erst mal geht es hier runter, zurück ins Körbchen sozusagen. Kann auch einen netten Evening Star geben am Montag und ein drittes Standbein da unten.
http://profichart.boerse-go.de/chart/1031882  

30.10.11 00:42

7769 Postings, 5935 Tage videomartCopper ends best weekly rally in decades

Copper posts biggest one-week rally since January 1980

Fri Oct 28, 2011 3:18pm EDT
http://www.reuters.com/article/2011/10/28/...ls-idUSL5E7LS1I020111028  

03.11.11 12:50

7769 Postings, 5935 Tage videomartWeiterhin enge Versorgungslage beim Kupfer

Alleine der Streik in Freeport McMoRan's Grasberg Mine vergrössert spürbar den Versorgungsengpass und unterstützt damit den Kupfer-Preis:

http://uk.reuters.com/article/2011/11/03/...erg-idUKL4E7M30RI20111103  

03.11.11 17:22
2

6809 Postings, 7358 Tage alpenlandhab da mal was zuglegt, CZ33DN

interessant diese Faktor Zertis
kein KO, kein Verfall, Faktor 4

--------------------------------------------------

Kupfer wird bei steigender Wirtschaftsleistung auch wêiter zulegen.

Die Lager leeren sich in letzter Zeit langsam aber stetig;
dies wird weiteren Preisanstieg auslösen:  
Angehängte Grafik:
copper_lagerb.png (verkleinert auf 50%) vergrößern
copper_lagerb.png

06.11.11 02:00

7769 Postings, 5935 Tage videomartCopper Fundamentals

"China is the world's locomotive... copper is its partner in development"

http://www.aqmcopper.com/s/CopperFundamentals.asp  

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