Wie von der Energiewende profitieren? Ich denke es ist sinnvoller an Anfang der Werschöpfungskette zu investieren. Leider sind die seltenen Erden schon sehr gut gelaufen und die Börsen derzeit wackelig.
Dieser ETF für Minen und Rohprodukte von seltenen Erden und Metalle ist physisch, d.h. er kauft tatsächlich die Aktien anteilig zum investierten Kapital.
Ich habe mir die Mühe gemacht und die enthaltenen Unternehmen etwas genauer angeschaut und möchte es hier teilen.
Für andere Ideen, wie man von der Energiewende und Elektromobilität profitieren kann, ist auch Platz.
MVIS Global Rare Earth/Strategic Metals IndexThe MVIS Global Rare Earth/Strategic Metals Index (MVREMX) tracks the performance of the largest and most liquid companies in the global rare earth and strategic metals industry. This is a modified market cap-weighted index, and only includes companies that generate at least 50% of their revenue from rare earth and strategic metals or that have ongoing mining projects that have the potential to generate at least 50% of the company's revenue from rare earth and strategic metals. The index includes refiners, recyclers, and producers of rare earth and strategic metals and minerals. MVREMX covers at least 90% of the investable universe.
Key Features Size and Liquidity: RequirementsFull MCap of at least 150 mln USD. Three month average-daily-trading volume of at least 1 mln USD at a review and also at the previous two reviews. At least 250,000 shares traded per month over the last six months at a review and also at the previous two reviews.
Pure-Play: Companies have to generate at least 50% revenues from rare earth and strategic metals. Diversification: Company weightings are capped at 8%. ReviewQuarterly.
In the domain of rare earths, a critical component of magnets incorporated into everything from wind turbines to electric vehicles to fighter jets, the complexity of downstream processing required to meet market specifications has stymied all but a handful of proponents, the most well-known of which is Lynas Corporation.
The Commonwealth’s Critical Minerals Strategy: Replacing the stick with the carrot
Anyone with a passing knowledge of industry policy in Australia will know that Government attempts to “force” value-adding efforts in the mining sector have met with mixed success at best. In this context the Commonwealth’s recently announced initiatives in the critical minerals space are notable in replacing the figurative stick with a financial carrot.
In 2019, the Commonwealth Government released its first Critical Minerals Strategy, outlining the government’s vision that by 2030, Australia is a global critical minerals powerhouse, integral to international critical minerals supply chains and technologies crucial to the global economy. A centrepiece of the 2019 strategy was the establishment of a $2 billion loan facility, known as the Critical Minerals Facility, to be administered by EFA.
On 16 March 2022, the same day it announced a total of $243 million in funding for a range of battery metals projects under the Modern Manufacturing Initiative, the Government released its updated Critical Minerals Strategy. Two key planks of the revised 2022 Critical Minerals Strategy involve the establishment of a $200m accelerator programme (the CMAI) and the establishment of a $50 million virtual National Critical Minerals Research and Development Centre, which will draw together expertise from CSIRO, Geoscience Australia, and the Australian Nuclear Science and Technology Organisation.
Buenos Aires / Munich. The BMW Group will be accelerating its expansion of e-mobility in the coming years. By 2030, at least half the company’s global sales are expected to come from fully-electric vehicles. This will also increase the need for lithium, an important raw material for production of battery cells. For this reason, the company will source lithium from a second leading supplier, US-based Livent. The value of the multi-year contract will total around 285million euros. Livent will supply the lithium directly to the BMW Group’s battery cell manufacturers from 2022 on.
Perth-based company Iluka Resources is set to build Australia’s first integrated rare earths refinery at Eneabba, Western Australia, following a final investment decision earlier this week.
The $1.2 billion project will produce high-value separated rare earth oxides (neodymium, dysprosium, praseodymium and terbium), critical to a range of technologies including electrical vehicles, clean energy generation, advanced electronics, and medical and defence applications.
April 4, 2022
Iluka Resources has announced the final investment decision on its $1.2 billion refinery with construction to start in the second half of 2022.
Mineral sands major Iluka Resources (ASX: ILU) has announced board approval of its $1.2 billion Eneabba Phase 3 rare earths refinery in Western Australia with construction to start in the second half of the year.
The mining heavyweight made the highly anticipated final investment decision following the completion of a feasibility study and a risk-sharing agreement with the Australian Government, which includes a 16-year non-recourse loan totalling $1.05 billion.
The loan will come from the Critical Minerals Facility administered by the federal government’s Exports Finance Australia. It also includes a $200 million cost overrun facility if required.
Iluka managing director Tom O’Leary in a statement today described Eneabba Phase 3 as a “defining opportunity” for the company.
“Our final investment decision for Phase 3 will see Eneabba become a strategic hub for the downstream processing of Australia’s rare earth resources,” he said.
“The refinery has been designed specifically to have the capacity to be globally material, the capability to process both Iluka’s feedstocks and those held by third parties, and to have minimal environmental impact, including as a result of being located entirely on a brownfields site.”
Mr O’Leary added that the partnership with the Australian Government mitigates risk and provides a strong platform for Eneabba’s success as a sustainable, secure and globally competitive source of separated rare earth oxides.
“This is consistent with Iluka’s disciplined approach to capital allocation and the development pathway we have been pursuing for some time, based on the alignment of commercial and policy objectives.”
Rare earths refinery builds on existing Eneabba operation
Eneabba Phase 3 will be a fully integrated refinery for the production of separated rare earth oxides, with feedstock expected to be sourced both from Iluka’s projects and a range of potential third party concentrate suppliers.
The high-value rare earth oxides to be produced at the refinery include neodymium, praseodymium, dysprosium and terbium, which are considered critical inputs for many industries and technologies such as electric vehicles, sustainable energy, advanced electronics, medical and defence applications.
Iluka’s Eneabba project currently consists of its phase one screening and phase two concentration plant. Phase three will build on the operation to deliver a significant downstream infrastructure asset comprising roasting, leaching, purification, solvent extraction, and product finishing.
According to the completed feasibility, the refinery will have a total rare earth oxide capacity of 17,500 tonnes per annum.
Huayou, one of the world’s biggest producers of cobalt, recently completed a $422 million purchase of the hard-rock lithium mine just outside Harare from Australia-listed Prospect Resources and other Zimbabwean minorities.
“We intend to develop the project rapidly over the next year and invest around $300 million to develop the mine and construct a process plant with a capacity to treat around 4.5 million tonnes of ore and produce 400,000 tonnes of lithium concentrate per annum,” Huayou subsidiary Prospect Lithium Zimbabwe said in an update on the project.
The Arcadia project is expected to deliver its first batch of lithium-bearing minerals spodumene and petalite in 2023, the company said.
Meine Tochter und ich besparen diesen ETF als ? Nebensparplan? und investieren nur kleins Summen.Haben aber bei 15,03? vor Tagen im Monat 3x gekauft. Dieser ETF ist volatil und sehr spannend für uns.Ohne Industriemetalle,Minen,Probebohrungen usw. geht sowieso nichts. Wer Rohstofffan ist ,macht hier erstmal nichts falsch.Die Streuung muss breiter werden und das Fondsvermögen sollte rasch die 100 Millionen ? erreichen. Wir bleiben am Ball und wenn dieser mal unter 10? fallen sollte,wird in die mittlere Geldschatulle gegriffen. Aber wie erfährt man,wann und wieviel ausgeschüttet wurde zum Anlegen in diesen ETF?