Norsk Hydro- Albras gjenopptar normal produksjon

tv68
NHY 21.05.2019 kl 22:31 3016

Norsk Hydro: Albras gjenopptar normal aluminiumproduksjon
Styret i Albras besluttet i dag, 21 mai, å gjenoppta normal aluminiumsproduksjon ved aluminiumsverket Albras i Brasil. Albras reduserte produksjonen med 50% i april 2018 og vil nå gjenoppta normal drift.
Prosessen med å gjenoppta full produksjon ved Albras vil bli igangsatt umiddelbart. Anlegget forventes å produsere på full kapasitet i løpet av andre halvår 2019.
Beslutningen om å gjenoppta normal produksjon ved Albras kom etter at den føderale domstolen i Belem, Brasil, den 15. mai og 20. mai besluttet å løfte produksjonsembargoene på Alunorte, slik at Alunorte kan gjenoppta normal produksjon.
Albras reduserte produksjonen med 230 000 tonn i midten av april 2018, etter at Alunorte ble tvunget til å redusere produksjonen, av en total årlig kapasitet på 460 000 tonn primæraluminium. Hydro eier 51 prosent av Albras, de resterende 49 prosent eies av Nippon Amazon Aluminum Co. Ltd
Sydney
21.05.2019 kl 23:01 2911

Dette må jo trekke opp ytterligere??
TakeThat
21.05.2019 kl 23:16 2866

Markedet er ikke i nærheten av rett prising av NHY på 35.30. Nhy skal meget godt tåle en kurs på 39-42 kr inneværende uke allerede.
MERLOT
22.05.2019 kl 07:48 2642

WORLD
Aluminium, other metals muted as US loosens Huawei restrictions
RECORDER REPORT MAY 22ND, 2019 LONDON
Aluminium ended barely changed on Tuesday after a day of choppy trade, as a boost from a temporary easing of US trade restrictions on China's Huawei was offset by expected higher output from Norsk Hydro's Alunorte refinery. Washington had previously added Huawei Technologies to an export blacklist that makes it nearly impossible for the Chinese company to purchase goods made in the United States, escalating Sino-US trade tensions, weighing on metal prices.

Trade friction generally weighs on industrial metals and any sign that it is dying down will get some investors interested again, said BMO Capital Markets analyst Colin Hamilton. Meanwhile, Norsk Hydro's Alunorte alumina plant could reach 75-85% utilisation within two months, up from about 50% at present, the Norwegian company said.

3333The plant has been operating at half capacity since a spill in February 2018 prompted regulators and courts to curb output. UBS analysts said the Alunorte restart was largely priced in to the alumina market but aluminium would remain under pressure from soft demand and less stringent supply reform in top producer China.

Benchmark aluminium on the London Metal Exchange (LME) ended barely changed at $1,796 a tonne after falling as low $1,784.50, the lowest since May 9. "There is not going to be an immediate restart to the facility ... we are quite a while away from it coming back fully," said BMO analyst Kash Kamal.

Global primary aluminium output fell to 5.203 million tonnes in April from revised 5.379 million tonnes in March, data from the International Aluminium Institute showed. Wood Mackenzie raised its global market balance for alumina by 100,000 tonnes to 1.2 million tonnes as the increase in Alunorte's production was offset by curtailments in China, analyst Ami Shivkar said.

Stocks of aluminium in warehouses certified by the Shanghai Futures Exchange (ShFE) fell to their lowest since Oct. 2017 at 569,131 tonnes, data showed on Friday. In LME warehouses, on-warrant inventories available to the market fell 700 tonnes to 752,100.
MERLOT
22.05.2019 kl 08:03 2577

Pareto oppgraderer Hydro-aksjen
Pareto Securities oppgraderer anbefalingen på Norsk Hydro-aksjen til kjøp fra hold, og hever samtidig kursmålet til 40 kroner pr aksje fra tidligere 37.

Det skriver Pareto i en oppdatering tirsdag.

Meglerhuset viser til at produksjonsembargoene på Alunorte er fjernet, og at kostnadene både i bauksitt og alumina og primærmetall dermed vil falle. Dette motvirkes imidlertid noe av lave aluminiumspriser, som følge av etterspørselsrisiko fra handelskrigen, men mener dette er reflektert i kursen. Meglerhuset venter 90 prosent kapasitetsutnyttelse ved Alunorte i fjerde kvartal 2019.
Falco1
22.05.2019 kl 09:34 2350

Kjøpte enda litt mer i dag mens tradere leker seg:-)
TakeThat
22.05.2019 kl 09:37 2337

Nettopp. Nhy skal opp. I sagtannede bevegelser ?
Falco1
22.05.2019 kl 09:37 2332

Ser at Marshall også har begynnt og dekke inn den store shorten.
TakeThat
22.05.2019 kl 09:41 2316

Bare bemerk flg; er mange som posisjonerer seg nå..
pipelort
25.05.2019 kl 19:16 1971

Hva tenker dere videre her? Synes det er rart den faller som en stein. Blir smånervøs.. Er jo bedre utsikter i horisonten ?
MERLOT
08.06.2019 kl 09:43 1506

Making one tonne of aluminum at plants using power generated by burning coal, the main source for those in China and Australia, releases up to 18 tonnes of CO2 equivalent.
For gas-powered plants in the Middle East, the figure is between five and eight tonnes, but for those running on hydro-power it is lower still at only around two tonnes.

https://www.investing.com/commodities/carbon-emissions
Prisen har femdoblet seg på 2 år! (se 5års grafen)

Det blir dyrere og dyrere å betale for co2, og premiumen for aluminium produsert med vannkraft vil øke.
"As a result, there is a rising demand from downstream players of aluminium for “green metal”, buoyed by customers’ own need to reduce carbon footprints across the board. Producers of environmentally-friendly aluminium, made using renewable energy rather than fossil fuels, are starting to be in a position to charge premium prices for what are lower carbon metals whilst boosting their own green credentials. The term low carbon can encompass both recycled and primary aluminium that has a CO2 footprint way below the current industry average index standing at around 11.5 tons CO2 per ton of aluminium produced."

In 2005, the amounts of hydro and coal power used to make aluminum were roughly the same at around 200,000 gigawatt hours each, according to the International Aluminum Institute (IAI). A decade later the hydro figure had changed little, whereas coal had leapt to around 450,000 GWh.
That was largely due to expansion in China, which now accounts for around 55 percent of global aluminum output. The country’s plants rely on coal for 90 percent of their energy needs.
With gas use also rising due to new plants in the United Arab Emirates, Bahrain, Qatar and Saudi Arabia, hydro’s share of the mix slipped to 30 percent in 2015, according to IAI data. This compared with 59 percent for coal and nine percent for gas, with nuclear energy accounting for the remaining two percent.
But at the same time, companies including iPhone maker Apple (AAPL.O) and Toyota (7203.T) are working to reduce the carbon footprint of their products. A number of aluminum makers are therefore positioning themselves to benefit by offering metal with guaranteed low emissions.

Albras får all kraften sin (700MW) fra Tucuruí dammen for de som ikke visste det.
https://en.wikipedia.org/wiki/Tucuru%C3%AD_Dam

MERLOT
08.06.2019 kl 10:02 1479

"As approximately 80% of all GHG emissions in the aluminium industry worldwide relate to the energy-intensive smelting process, the ASI Performance Standard also includes two smelter-specific criteria. Smelters starting production after 2020 must achieve a level of direct and indirect (Scope 1 and 2) GHG emissions below 8 tonnes CO2-eq per metric tonne of aluminium produced. Existing aluminium smelters that were in production before 2020 must achieve the 8 tonnes CO2-eq per metric tonne level by 2030."......ble de "enige om" i Paris des 2015.

Derfor kjører Kina på nå med alt av hva remmer og tøy kan holde....
At de nå har klart å nå et nivå hvor de som nasjon spyr ut 30% av hele verdens karbonutslipp bryr de seg tydeligvis ikke om. De har fått frie tøyler frem til 2030, sammen med India som står for 10-12% av verdens utslipp.

"Dersom den globale oppvarmingen skal holdes under 1,5 grader, må de globale utslippene reduseres med 40-50 prosent innen 2030, og utslippene må være på netto null rundt 2050. Ved netto null utslipp må det fjernes minst like mye CO2 fra atmosfæren som det slippes ut."
Nei, det går jo ikke når Kina og India har fått dispensasjon, det kan en syvåring klare å regne ut.
TakeThat
08.06.2019 kl 11:51 1398

Paris avtalen; forhandlet fram av evneveike. En moderne tragedie
TakeThat
08.06.2019 kl 15:20 1268

tenker det at det løser seg....det kan man faktisk lese av markedene så om det løser seg så er det en prising i markedet på det...kanskje bitte litt under...
MERLOT
09.06.2019 kl 09:53 1043

Stortinget skjerper Oljefondets kullkrav: Storebrand vil gå lenger
https://e24.no/energi/klima/stortinget-skjerper-oljefondets-kullkrav-storebrand-vil-gaa-lenger/24637147

Er ikke alle som er klar over størrelsesforholdene i verden i dag.

Pr.2017:
Utslipp Norge 47 millioner tonn co2
Utslipp Kina 10900 millioner tonn co2
Utslipp Hele verden 37100 millioner tonn co2
https://en.wikipedia.org/wiki/List_of_countries_by_carbon_dioxide_emissions

Det er anslått at kullminebranner i Kina brenner ca 200 millioner kg kull hvert år. Små ulovlige branner er hyppige i den nordlige delen av Shanxi . Lokale gruvearbeidere kan bruke forlatte gruver til ly og forsettlig sette slike branner. En studie anslår at dette kan oversettes til 360 millioner tonn karbondioksidutslipp per år, som ikke er inkludert i de tidligere utslippstallene.
https://en.wikipedia.org/wiki/Coal_in_China

Det oser og ryker i forlatte kullminer i nordlige Kina og gir altså et utslipp på nesten 8 GANGER NORGES SAMLEDE UTSLIPP.

Også skal altså Norge redde verden ved å legge ned olje og gass, få befolkningen over på tråsykkel og vi skal leve som om det var i år 1650?
MERLOT
09.06.2019 kl 10:00 1033

A recent OECD report titled Measuring distortions in international markets: the aluminium value chain between the years of 2013 and 2017, shows the unequal playing field that smelters have to face. According to the organization, over the past several years China has been significantly subsidizing electrical costs – amongst other generous aids – for its aluminium smelters. The total sum of these market-distorting mechanisms is found to be in excess of US$70 billion, 85 percent of which was distributed to a quintet of mainly upstream producers (such as Hongqiao, Henan Shehuo, SPIC, Chalco). By contrast, European smelters received very little support in the same timeframe. As Jehan Sauvage, Policy Analyst at the OECD and lead author of the report points out, rules promulgated by the EU and the EFTA make state aid to smelters in the form of inexpensive power a dicey proposition.
https://aluminiuminsider.com/unequal-loads-why-china-must-include-aluminium-in-its-ets/
MERLOT
09.06.2019 kl 10:08 1023

The aluminium business is booming in China, despite complications from a sluggish economy and challenges with fluctuating global bauxite supplies – although a February 2019 decision in Malaysia, once China’s top supplier, to lift that nation’s three-year moratorium may stabilize the latter. These turbulences aside, China Hongqiao, Chalco, Shandong Xinfa, East Hope Group have been going from strength to strength and are dominating the list of the world’s biggest producers by output. They’re also defying a Chinese government that either cannot or will not enforce pollution standards at aluminium production sites.

In 2017, the company was told to suspend construction of coal-fired power plants amounting to nearly 6 million kW of electricity generation at its Shandong sites. China’s National Energy Administration was told to withhold licensing for the businesses, or ensure that they had all necessary documentation to permit the facilities. The effort to limit Xinfa’s power generation – and therefore, its aluminium production – was reinforced by a May 2018 plan for Shandong issued by China’s Ministry of Ecology & Environment.

Yet there’s no evidence that Xinfa is complying. To the contrary, data provided as of February 2018 by environmental monitoring group SourceWatch found no proof that the plant ever stopped operation or construction; in fact, satellite images show a new cooling tower under construction at one site. So it appears that in 2019, despite the directives of the Chinese government, Xinfa’s illegal aluminium plants keep producing aluminium, and either no one can or will do anything about it.
https://toxicleaks.com/wiki/China%E2%80%99s_aluminium_industry_is_still_going_rogue
Nikko
09.06.2019 kl 17:30 800

Heftige greier. Hvor lenge kan de holde på sånn?

Jeg tror at de kan holde på akkurat som de selv ønsker. Jeg tror også at de kommer til å være vår største plage i tiden som kommer. Stolte og egenrådige!
Redigert 09.06.2019 kl 18:53 Du må logge inn for å svare
MERLOT
09.06.2019 kl 20:32 630

Shanxi Jan-Apr raw coal output rises
By Editor - May 23, 2019
According to Shanxi Bureau of Statistics, the coal-producing hub mined 297.29 million tonnes of raw coal in the first four months, increasing 8.6% from the year-ago level.
During the same period, Shanxi churned out 30.59 million tonnes of coke, rising 9.2% year on year.
https://thecoalhub.com/shanxi-jan-apr-raw-coal-output-rises.html