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Aandeel Aperam AEX:APAM.NL, LU0569974404

Laatste koers (eur) Verschil Volume
25,520   -0,120   (-0,47%) Dagrange 25,480 - 25,640 9.409   Gem. (3M) 176,3K

Diverse nieuws items

1.632 Posts
Pagina: «« 1 ... 44 45 46 47 48 ... 82 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 12 januari 2017 16:36
    Update: Beursblik: versoepeling exportverbod Indonesie drukt op Aperam

    ABN AMRO ziet twee negatieve gevolgen voor roestvrij staal sector.

    (ABM FN-Dow Jones) Producenten van roestvrij staal, zoals het in Amsterdam genoteerde Aperam, hebben donderdag de wind tegen, nadat Indonesië besloot om het exportverbod voor nikkelerts te versoepelen. Dit stelden analisten van ABN AMRO in een reactie.

    Nikkelerts is een belangrijke bron voor de productie van roestvrij staal. Door het exportverbod te versoepelen komt er meer aanbod op de markt, wat resulteert in lagere prijzen.

    De lagere nikkelprijs kan op de korte termijn tot gevolg hebben dat de vraag naar roestvrij staalproducten terugvalt, omdat afnemers afwachten of de prijzen verder zullen dalen.

    "Bovendien zou de concurrentiepositie van de Chinese producenten van roestvrij staal verbeteren op basis van de kosten, aangezien de toegang tot nikkelerts uit Indonesië verbetert", voegden de analisten van ABN AMRO toe, die er daarbij op wezen dat vooral Chinese fabrikanten gebruik maken van Indonesië als toeleverancier.

    De analisten van de bank concludeerden echter dat het moeilijk valt in te schatten wat de exacte impact voor de nikkelmarkt zal zijn op dit moment, aangezien nog niet duidelijk is hoeveel extra erts er op de markt zal komen. Wel merkte ABN AMRO op dat Indonesië op een zeker moment goed was voor 15 procent van de mondiale productie van nikkelerts.

    Het aandeel Aperam kelderde donderdag op een rood Damrak liefst 6,0 procent op 42,70 euro.

    Update: om meer informatie toe te voegen.

    Door: ABM Financial News.

    info@abmfn.nl

    Redactie: +31(0)20 26 28 999

    Copyright ABM Financial News. All rights reserved

    (END) Dow Jones Newswires
  2. forum rang 10 voda 12 januari 2017 19:38
    ISSDA urges government to raise customs duty on stainless steel flat products

    Economic Times reported that Indian Stainless Steel Development Association has urged the government to raise effective basic customs duty on stainless steel flat products from 7.5% to 12.5% to bring it on par with carbon steel. ISSDA has also requested the government to abolish import duty on key raw materials like Ferro Nickel, Pure Nickel, Ferro Moly and Stainless steel scrap to safeguard the interest of the sector, since these are not available in the country.

    The stainless steel industry body made these suggestions as part or its pre-budget recommendations.

    ISSDA said the duty hike on finished products must be looked upon from the viewpoint that Indian stainless steel industry has faced an unprecedented surge in imports in last three years, especially from China.

    Mr KK Pahuja, president, ISSDA said "We urge the government to abolish the import duty on key raw materials which are domestically unavailable and increase the duty on finished products to bring it at par with carbon steel. Stainless steel imports were highest ever at 532,033 MT in 2015-16, which is almost 25% of domestic demand. Out of this, more than half of the imported basket or 276,456 MT came from China. The imports trend in 2016-17 is also similar. Imports in April -September'16 period have registered a growth of 21% over the same period last year/”

    Source : Economic Times
  3. forum rang 10 voda 12 januari 2017 19:46
    Als het maar van Aperam is. :-)

    Apple is rumoured to be swapping aluminium for stainless steel in iPhone 8
    Published on Thu, 12 Jan 2017

    Business Insider reported that Apple will use stainless steel instead of aluminium for the so-called iPhone 8’s metal frame, according to the latest rumour out of the company’s East Asia supply chain reported by DigiTimes. It would be the first time Apple has used stainless steel since the iPhone 4s, Apple Insider said and the switch adds credibility to predictions that the iPhone 8 will feature a glass-sandwich design (glass at the front and back of the phone).

    DigiTimes hasn’t always been correct when it comes to reporting on Apple’s future iPhone plans, but KGI Securities analyst Ming-Chi Kuo predicted that stainless steel will be used for high-end models back in September, according to MacRumors. Mr Kuo said that “As stainless steel has a better look than aluminium and costs more, we expect only high-end new iPhone models to come with a stainless steel frame next year.”

    The latest rumour from DigiTimes, which cites Taiwanese sources stems from reports that Apple has changed its supplier, placing orders for stainless steel iPhone casings with manufacturing partner Jabil, instead of its usual supplier Foxconn.

    But this contradicts a report from MacRumors, which said Mr Kuo believes that “Foxconn will be the sole supplier of high-end iPhone models next year as the exclusive manufacturer of the new stainless steel frame.”

    Source : Business Insider
  4. forum rang 10 voda 13 januari 2017 19:44
    Japan stainless steel imports increase as exports dip

    Over January to November 2016 Japan’s stainless steel exports dipped while the imports increased rapidly, according to Japanese Customs data.
    In the first eleven months of 2016 Japan imported around 189,726 tonnes of stainless steel, an increase of 20.7% year-on-year. Stainless steel exports meanwhile fell to 924,441t, a decrease of -4.6% y-o-y (see tables below), Kallanish notes.

    Over the period, Japanese exports to most major destination countries have all dropped between -5.1% to -32.9% y-o-y, but exports to China gained 5.5%. The increase in stainless imports was mainly from South Korea and Taiwan, which saw 24% and 25.3% y-o-y growth respectively, while imports from China slightly dropped by -2% y-o-y.

    Including tool steel, structual steel and stainless steel, in the first eleven months of 2016 Japan imported 988,116t of special steel, an increase of 12.5% y-o-y. Japanese special steel exports over the same period also increased by 8.9% y-o-y to 7,719,305t.

    Zie verder de PDF.

    Source: Kalanish.com
  5. forum rang 10 voda 13 januari 2017 19:47
    Antam to boost ferronickel output further

    Indonesia’s PT Aneka Tambang (Antam) had produced around 20,800 tonnes of ferronickel by the end of 2016, according to preliminary reports, up from an original target of 18,500t. In 2017, it hopes to boost that figure to 24,000t, Kallanish notes.

    Antam has also been investing in nickel pig iron capacity in order to boost its sales to the Chinese market. It currently sells ferronickel largely to European and Korean consumers. A $259 million smelter project in North Maluku is reportedly short of funds however and Antam has asked the government to allow it to export more nickel ore to raise cash.

    Antam has around 26,000t of ferronickel at three smelters. It has historically extracted around 5-9 million tonnes of nickel ore each year, it says.

    Source: Kalanish.com
  6. BravoDelft 16 januari 2017 15:08
    Verdieping op nickel-Indonesia verhaal van vorige week.
    in.reuters.com/article/indonesia-nick...

    RPT-COLUMN-Indonesia rocks the nickel market (again): Andy Home

    (Repeats Jan. 13 column. The opinions expressed here are those of the author, a columnist for Reuters.)
    By Andy Home

    Jan 13 Almost exactly three years ago Indonesia rocked the global nickel market by banning the export of unprocessed minerals.
    At the stroke of a presidential pen the flow of nickel ore feeding China's massive stainless steel sector was cut off.
    Now Indonesia has done it again, this time by part reversing that ban.
    The London Metal Exchange nickel price initially slumped 5 percent on the news to a four-month low of $9,660 per tonne before recovering to $10,275 at the Thursday close.
    The tremors have spread to the equities market with the shares of Australia's nickel producers and Indonesia's own PT Vale Indonesia experiencing similar turbulence.
    The fear is that Indonesia will ramp up both production and exports again, reversing a shift to supply shortfall in the global nickel market and killing off a budding rally in the price from the February 2016 low of $7,550.

    But will it? Not only is there considerable devil in the detail of this latest policy flip-flop but much has changed in the nickel supply chain since 2014.

    SURPRISE?
    The first thing worth noting about Thursday's announcement is that it shouldn't really have come as a total shock.
    As long ago as February last year Indonesia's minister for energy and minerals resources said that some sort of partial revision to the export ban was possible, even probable.
    The domestic debate has raged very publicly ever since, pitting the country's miners, including state-controlled PT Aneka Tambang (Pt Antam), against investors, mainly Chinese, who have committed to building nickel processing capacity in the country.
    The government itself has been split between those arguing that the ban was achieving its goal of forcing value-added production against those more concerned over the loss of export revenues.
    The nickel market's problem is that it has failed to read correctly the Indonesian policy debate.
    There is an analogy with the original ban here. Although it too shocked the market, it had been signposted as early as 2009 when the legal groundwork was set.
    It's just the market bet that the Indonesian government wouldn't do it. It was wrong then and it has been proved wrong again this time around.

    DEVILISH DETAIL
    The second key point about this latest policy shift is that it does not amount to a wholesale lifting of the ban on nickel ore exports.
    As explained by Indonesia's Coal and Minerals Director Bambang Gatot, exports will only be allowed of low-grade ore, defined as 1.7 percent or less contained metal, by processors who have excess material after meeting a minimum 30-percent usage threshold in their plants.
    Which, frankly, is as clear as mud, or indeed as a handful of wet nickel ore.
    You can just about discern the logic in this messy compromise. The presumed aim is to reward those who have committed to investing in processing capacity by allowing them to generate revenues from selling surplus ore.
    But who is producing what from what sort of ore and how much is potentially classified surplus to requirements and therefore available for export are unknown, probably to the Indonesian authorities themselves.
    The only clear short-term winner is Pt Antam, which runs its own ferronickel plant but which had historically also mined and exported ore up until the January 2014 ban.
    The loss of those export revenues has squeezed the company's revenues to the point that it has publicly warned it wouldn't be able to invest in downstream processing capacity.
    The company, according to David Wilson, analyst at Citi, may be sitting on up to 20 million tonnes of stockpiled ore. That could represent as much as 250,000 tonnes of contained nickel which could be "now potentially available to the market". (Global Commodities Focus, Jan. 12, 2016).
    Emphasis on the word "potentially" in that sentence. How much PT Antam will be allowed to export is of course dependent on the devilish detail.

    SHIFTING FLOWS
    Also In Basic Materials
    Britain's FTSE touches fresh record high as sterling slides
    Shanghai stocks hit 3-month low on gloomy outlook; Hong Kong also down
    Interestingly, PT Antam has been lifting its ore mining activities this year above and beyond what it needs for its own plant.
    Production totalled 1.1 million wet tonnes in the first nine months of 2016, up from 432,500 tonnes in the year-earlier period.
    That's because PT Antam is now selling ore to the new processing plants that have been built since 2014. Sales to domestic third parties totalled 631,500 tonnes in the January-September 2016 period, compared with zero in 2015.
    It's a sign that the government drive towards value-added processing has partly succeeded.
    Where once unprocessed ore flowed to China to feed that country's nickel pig iron (NPI) sector, which in turn fed the stainless sector, more NPI is being produced in Indonesia itself.
    There is now a steady flow of NPI to China, albeit one that is confusingly lumped into the ferronickel category by Chinese customs.
    China's NPI sector, moreover, has not given up the ghost and died away as was widely expected in the immediate aftermath of the 2014 Indonesia ban.
    Ore supply has been supplemented by imports from the Philippines and, more recently, New Caledonia, while producers have upgraded technologies to reduce costs and become more integrated with stainless steel production facilities.

    NEW NARRATIVE
    All of which, combined with the lack of clarity as to how much Indonesian ore can now be exported, translates into a very confused picture.
    And that's the real reason why nickel has been rocked again by Indonesia.

    The market was working to a clear narrative. One in which Indonesia kept its ban in place, Philippine ore supply diminished due to that country's environmental clamp down and the market moved to persistent supply deficit, eating up the stocks overhang that has accumulated over the last few years.
    A key part of that narrative has just been challenged and analysts have gone back to their supply-demand spreadsheets to try and understand the implications of the Indonesian policy change.
    It may yet prove to be not as bearish as feared but for now nickel's comforting bull(ish) story-line has just been put on hold. (Editing by Susan Thomas)
  7. forum rang 10 voda 17 januari 2017 17:00
    Outokumpu wins a stainless steel rebar order for a highway bridge project in Kuwait

    Published on Tue, 17 Jan 2017

    Outokumpu Long Products has won a contract to provide 1,600 metric tonnes stainless steel rebar for The Sheikh Jaber al-Ahmad Al-Sabah project in Kuwait.

    Source : Strategic research Institute
  8. forum rang 10 DeZwarteRidder 17 januari 2017 19:13
    quote:

    voda schreef op 17 januari 2017 17:00:

    Outokumpu wins a stainless steel rebar order for a highway bridge project in Kuwait

    Published on Tue, 17 Jan 2017

    Outokumpu Long Products has won a contract to provide 1,600 metric tonnes stainless steel rebar for The Sheikh Jaber al-Ahmad Al-Sabah project in Kuwait.

    Source : Strategic research Institute
    RVS betonijzer....!!!

    Ze hebben duidelijk veel te veel geld in Koeweit....!!
  9. forum rang 10 voda 17 januari 2017 19:29
    quote:

    DeZwarteRidder schreef op 17 januari 2017 19:13:

    [...]
    RVS betonijzer....!!!

    Ze hebben duidelijk veel te veel geld in Koeweit....!!
    Grappig dat dat juist jou opvalt! Jij komt ook overal hé? :-)

    En ja, dit is de eerste keer dat ik zo iets las. Die bijlage is goud waard! :-)
    (en uit te vergroten, zelfs de vlechtdraadjes zijn van RVS.)
1.632 Posts
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