Pubblicato in: Devoluzione socialismo, Materie Prime, Ong - Ngo, Stati Uniti

Nevada. Un giudice democratico autorizza una miniera di litio. Ira dei green.

Giuseppe Sandro Mela.

2021-08-01.

Litio 013

«Miranda Du is the chief judge of the United States District Court for the District of Nevada. She was nominated to the court by President Barack Obama (D). Prior to becoming a judge, Du was a partner at the firm McDonald Carano Wilson LLP, in Reno, Nevada. Du became chief judge of the court on September 2, 2019.»

«A US federal judge has ruled that Lithium America Corp (LAC.TO) can carry out excavation work at its Thacker Pass lithium mine site in Nevada, rejecting a request from environmentalists that said excavations can cause damage to sage grouse and others the wildlife»

«The ruling marked a rare victory for a US critical mineral project»

«Chief Justice Miranda Du of the federal court in Reno, Nevada, said late Friday that excavations — necessary to determine whether the land holds historical imports for Native Americans — could go ahead while she was under the administration of former President Donald Trump»

«Do said, environmental groups could not prove what specific damage the excavation would cause, only hypothetical estimates»

* * * * * * *

I tempi stanno mutando ad incredibile velocità.

Gli Stati Uniti sono grandi importatori di litio, i cui prezzi sono aumentati sul mercato internazionale.

Materie Prime. Ancora aumenti dei prezzi. Litio +91.40%, per esempio. Inflazione.

Cina. Sta investendo massicciamente in Bolivia e Columbia. La guerra del Litio.

Alla fine, la ragionevolezza sembrerebbe prevalere.

Sembrerebbe essersi avviato al termine l’usbergo che le ngo esercitavano, forti dell’appoggio politico dei liberal democratici.

* * * * * * *


U.S. judge rules Lithium Americas may excavate Nevada mine site

A US federal judge has ruled that Lithium America Corp (LAC.TO) can carry out excavation work at its Thacker Pass lithium mine site in Nevada, rejecting a request from environmentalists that said excavations can cause damage to sage grouse and others the wildlife.

The ruling marked a rare victory for a US critical mineral project as environmental groups increasingly pressure courts and regulators to block mining projects even though they produce metal keys to building electric vehicles .

Chief Justice Miranda Du of the federal court in Reno, Nevada, said late Friday that excavations — necessary to determine whether the land holds historical imports for Native Americans — could go ahead while she was under the administration of former President Donald Trump. sets out the broader question. When it approved the project in January. Du said she would try to publish her decision by early 2022.

Vancouver, Canada-based Lithium America had agreed not to excavate before July 29, while Doo held discussions. It was not immediately clear whether the company now intends to begin digging on that date. Company representatives could not be reached for comment.

A project of about 18,000 acres in size would affect less than a quarter of an acre, a factor Dou said influenced his decision.

Additionally, Do said, environmental groups could not prove what specific damage the excavation would cause, only hypothetical estimates. “Environmentalists failed to meet their burden to show that they would cause irreparable harm,” Du said.

“We are disappointed by the court’s decision that allowed the company to excavate and remove cultural and historical artifacts,” said Kelly Fuller of the Western Watershed Project, one of the environmental groups that sued to block the project. Is.”

Fuller said the group looks forward to hearings with Doo in the future to argue that the entire project should be cancelled.

Pubblicato in: Devoluzione socialismo, Economia e Produzione Industriale, Materie Prime

Acciaio. Ferro estrattivo +40.38% ed acciaio +29.34%, anno su anno. Inflazione.

Giuseppe Sandro Mela.

2021-07-23.

2021-07-20__ Steel 001

«Shanghai steel futures recovered to above 5,400 yuan a tonne, the highest since May 18th after latest data showed China’s crude steel output rose by 11.8% from a year earlier in the first half of the year. China pledged to limit crude steel output in 2021 at no higher than the 1.065 billion tonnes it made last year but at the half-way stage of the year, the country has already produced 563.33 million tonnes of the metal. Considering only June, production went up 1.5% year-on-year but declined 5.6% from a record level in May as government environmental controls ahead of the Communist Party’s centenary celebrations in July constrained production. The steel market has been under pressure due to China’s efforts to limit soaring commodity prices after cost of steel rallied to an all-time high of 5,975 yuan per tonne on May 11th.

Steel Rebar is mostly traded on the Shanghai Futures Exchange and London Metal Exchange. The standard future contract is 10 tons. Steel is one of the world’s most important materials used in construction, cars and all sorts of machines and appliances. By far the biggest producer of crude steel is China, followed by European Union, Japan, United States, India, Russia and South Korea. The steel prices displayed in Trading Economics are based on over-the-counter (OTC) and contract for difference (CFD) financial instruments.» [Fonte]

* * * * * * *

«Roaring industrial demand is propelling those rallies, with plants straining to boost supply after lying dormant during the pandemic.»

«On top of that, powerhouses China and Russia are trying to limit exports to help other industries at home»

«That optimism is a far cry from the past decade, when Western makers closed plants and shed workers as low demand had their mills operating below capacity»

«Last year alone, 72 blast furnaces were idled, according to UBS Group AG»

«→→ This year, U.S. President Joe Biden wants to spend on infrastructure, and the European Union wants to spend on reaching net-zero emissions ←←»

«The West’s top steelmaker ArcelorMittal is set for blockbuster earning»

«We could see a turnaround story there because those economies just need their steel»

«Developments in China are key, given it produces more than half of the world’s steel, mostly with coal-fired blast furnaces»

«Still, other Asian nations are looking to fill any potential gaps in supply»

«Biden is determined to make new roads, rail and housing the hallmark of his tenure, while the EU is emphasizing clean energy as part of the coronavirus recovery package and Green Deal»

«And even as demand rises, Western producers aren’t keen on expanding»

«Cleveland-Cliffs Inc., the second largest U.S. steelmaker, is set to tear down its Ashland mill in Kentucky, as well as a blast furnace at Indiana Harbor West»

«If anything, more support is on the way. The EU eventually will impose duties on imported steel as part of its Green Deal, and those will fall most heavily on carbon-intensive producers such as Russia»

«India is set to boost capacity, with top producer JSW Group saying it will reach its goal of more than doubling capacity to 45 million tons before 2030»

«Southeast Asia, including Malaysia and Indonesia, plans to add another 60 million tons by the end of this decade»

«We need bricks, we need cement, we need steel»

* * * * * * *

Messi i dazi sull’acciaio inossidabile da Cina, Indonesia e Taiwan.

Cina. Innalzati i dazi sui tubi di acciaio EU ed USA.

Acciaio. Primo Trimestre. Mondo -1.4%, Italia -40.2%.

China iron ore surges over 50% in 2020, up for second straight year.

Cina. Acciaio +54%, +23% nel quarto trimestre. Unione Europea -30%.

USA. Acciaio. Prezzi schizzati a 1,350 Usd per tonnellata, +33% in un mese.

Thyssenkrupp-Manager besorgt “Wir haben einen Stahlengpass in Europa”

Unione Europea. Mancano 20 milioni di tonnellate di acciaio in un anno.

* * * * * * *

In un anno il prezzo medio del ferro estrattivo è salito del 40.38% e quello dell’acciaio del 29.34%.

La produzione si è spostata nei paesi che non hanno preclusioni ideologiche: Cina, Russia, India, Malaysia, Indonesia.

Ed il risultato finale è che l’occidente soffre di una severa carenza di acciaio, pur pagandolo a caro prezzo.

Non esiste produzione industriale senza acciaio. Ma non è detto che i produttori vogliano venderlo, specie poi a quanti vorrebbero condannarli perché non si sottomettono alla loro ideologia.

Di conseguenza, ed è un ben triste ritornello di questi tempi, salgono i costi di produzione industriale e, quindi, i prezzi al dettaglio.

Tutto concorre ad alimentare un processo inflattivo, di fronte al quale le banche centrali possono fare poco o nulla.

Adesso, il debito junk rende meno della inflazione.

La conclusione è purtroppo molto semplice.

*


Record Steel Prices Inject Life Into Long-Suffering Industry

There’s rarely been a better time to be in the steel business.

Prices have boomed worldwide this year, smashing record after record. Roaring industrial demand is propelling those rallies, with plants straining to boost supply after lying dormant during the pandemic. On top of that, powerhouses China and Russia are trying to limit exports to help other industries at home.

“If you’d asked me six months ago what was my most positive vision for the first half of 2021, I don’t think I would’ve even come close to the reality,” Carlo Beltrame, who manages Romania and France for AFV Beltrame, said in a phone interview. The closely-held company plans to build a 250 million-euro ($295 million) mill in Romania with the capacity to produce about 600,000 tons a year.

That optimism is a far cry from the past decade, when Western makers closed plants and shed workers as low demand had their mills operating below capacity. Last year alone, 72 blast furnaces were idled, according to UBS Group AG.

This year, U.S. President Joe Biden wants to spend on infrastructure, and the European Union wants to spend on reaching net-zero emissions. Manufacturers such as Nucor Corp., U.S. Steel Corp. and SSAB AB are among those set to become profit machines. ArcelorMittal SA, the world’s biggest outside of China, will earn more than McDonald’s Corp. or PepsiCo Inc., according to analysts’ estimates.

                         Profit Machine

The West’s top steelmaker ArcelorMittal is set for blockbuster earnings

Few expect these good times to last through 2022. Keybanc Capital Markets and Bank of America Corp. believe the backlogs driving a surge in U.S. steel prices will start clearing this year. But some analysts predict the current rally may herald better times in the long run, with prices eventually settling at more sustainable levels than before.

“The steel industries outside of China will potentially enter a renaissance period,” said Tom Price, head of commodities strategy at Liberum Capital Ltd. in London. “We could see a turnaround story there because those economies just need their steel.”

Developments in China are key, given it produces more than half of the world’s steel, mostly with coal-fired blast furnaces. The government has signaled it no longer wants to bear the huge environmental burden that entails, so it’s seeking to curb production through measures such as firming up guidance on capacity swaps and removing export tax rebates.

“Restrictions almost certainly will come into place,” said Tomas Gutierrez, Asia editor and head of data for Kallanish Commodities Ltd. “Steelmakers overseas can sleep a little easier.”

Achieving the government’s goal will be a challenge given China’s strong output at the start of the year, said Lu Ting, senior analyst at researcher Shanghai Metals Market. Still, other Asian nations are looking to fill any potential gaps in supply.

Also providing cause for optimism is the renewed focus on stimulus and infrastructure in the U.S. and Europe. Biden is determined to make new roads, rail and housing the hallmark of his tenure, while the EU is emphasizing clean energy as part of the coronavirus recovery package and Green Deal.

That requires steel, and lots of it. Biden’s proposed infrastructure plan would increase annual demand by about 5 million tons for the first five years, London-based consultancy CRU Group estimated. A bipartisan package would spend $579 billion if approved.

Yet only 4.6 million annual tons of planned capacity are expected to come online in the U.S. by the end of 2022, Bloomberg Intelligence analyst Andrew Cosgrove said.

And even as demand rises, Western producers aren’t keen on expanding. U.S. Steel Chief Executive Officer David Burritt told shareholders in April the company had no plans to restart two blast furnaces that were shut down last year.

Cleveland-Cliffs Inc., the second largest U.S. steelmaker, is set to tear down its Ashland mill in Kentucky, as well as a blast furnace at Indiana Harbor West. CEO Lourenco Goncalves said in April those will never return to production as his focus is paying down debt.

European producers are almost as skittish about investing in new capacity after spending the past decade painfully cutting down. ArcelorMittal said during earnings calls that its priority is shareholder returns.

In part, that’s due to fears that protectionist measures governments implemented to support their ailing steel companies won’t last forever.

But there’s no signs of change on that front, even with sky-high prices. Biden still hasn’t repealed tariffs on foreign steel imposed by former President Donald Trump, while the EU last month opted to extend its safeguard measures for another three years.

If anything, more support is on the way. The EU eventually will impose duties on imported steel as part of its Green Deal, and those will fall most heavily on carbon-intensive producers such as Russia.

Other nations also could fill the gap created by China’s restrictive measures. India is set to boost capacity, with top producer JSW Group saying it will reach its goal of more than doubling capacity to 45 million tons before 2030. Southeast Asia, including Malaysia and Indonesia, plans to add another 60 million tons by the end of this decade, according to consultant Wood Mackenzie.

AFV Beltrame could start building its rebar and wire rod factory in Romania as early as this year. The plant will generate the lowest emissions in a steel production unit in the world, the company says.

“I’m trusting that this super cycle will last for some more months,” Carlo Beltrame said. “We need bricks, we need cement, we need steel. And we as entrepreneurs have to take the challenge of transforming this industry.”

Pubblicato in: Devoluzione socialismo, Economia e Produzione Industriale, Materie Prime

Materie Prime. Ancora aumenti dei prezzi. Litio +91.40%, per esempio. Inflazione.

Giuseppe Sandro Mela.

2021-07-21.

2021-07-20__ Materie Prime 001

2021-07-20__ Materie Prime 002

I costi delle materie prime stanno salendo giorno per giorno, raggiungendo quotazioni proibitive, che riportiamo anno su anno.

Il Carbone (+82.96%), il Litio (+91.40%), il Cobalto (+63.09%), lo Stagno (+63.84%), il Molibdeno (+81.91%), a Soda (+46.43%), il Ferro Estrattivo a 62% (+41.02%).

Il Gas Naturale (+47.26%), a Benzina (+50.90%) l’Etanolo (+61.90%), la Nafta (+55.81%), il Propano (+70.83%).

Si noti ll comportamento del Litio, quasi raddoppiato nel breve volgere di un anno.

* * * * * * *

Quindi, nessuno si stupisca se i costi alla produzione aumentino di conseguenza.

L’Indice dei Prezzi alla Produzione, PPI, vale +7.3% negli Stati Uniti, +9.6% nella eurozona, +8.8% in Cina, +9.1% nel Regno Unito, +12.07%  in India. Financo poco, perché si stanno usando le scorte, ma queste non sono infinite.

Ma all’aumento dei prezzi di produzione consegue un aumento dei prezzi al consumo, e, quindi, della inflazione.

I media si affannano a dirci che è tutta colpa del covid e delle manovre speculative, ma mentono, ed anche in modo grossolano. Il covid non ci entra per nulla con le materie prime.

Pubblicato in: Devoluzione socialismo, Materie Prime, Problemia Energetici

Carbone. Dai 46.9$ per tonnellata a settembre agli attuali 148.6$.

Giuseppe Sandro Mela.

2021-07-20.

2021-07-20__ Coal 001

«Coal futures surged to almost $150 a tonne in July»

«Coal is the major fuel used for generating electricity worldwide»

«The biggest producer and consumer of coal is China»

«China’s biggest industrial provinces has pushed the electricity consumption to unprecedented levels»

«Other big producers include: United States, India, Australia, Indonesia, Russia, South Africa, Germany and Poland»

«The biggest exporters of coal are: Indonesia, Australia, Russia, United States, Colombia, South Africa and Kazakhstan»

«The coal prices have risen almost 40% since the beginning of May as warmer weather boosted demand in Japan, South Korea, and the United States, and production declined in Indonesia and Australia due to flooding»

* * * * * * *

Checché ne pensino e ne dicano i liberal socialisti, al momento attuale a livello mondiale il carbone è la principale fonte energetica con la quale genere corrente elettrica.

In un anno i prezzi del carbone sono quadruplicati, ripercuotendosi pesantemente sui costi di produzione della corrente elettrica. Ma questi maggiori costi si riverberano su quelli della produzione e, quindi, sui costi al consumo.

In poche parole, i rincari del costo del carbone sono significativa concausa dell’incremento della inflazione.

*


«Coal.

Coal futures surged to almost $150 a tonne in July, the highest level in a decade as a heat wave in Zhejiang, Jiangsu and Guangdong, China’s biggest industrial provinces has pushed the electricity consumption to unprecedented levels. Meanwhile, local supply remains limited as drought knocked hydropower generation in Yunnan province, output restrictions remain in place in Shanxi production hubs amid tighter safety inspections and environmental curbs, and as a trade spat with Australia has crimped imports. The coal prices have risen almost 40% since the beginning of May as warmer weather boosted demand in Japan, South Korea, and the United States, and production declined in Indonesia and Australia due to flooding.

Coal futures are available for trading in the Intercontinental Exchange and on the New York Mercantile Exchange. The standard GC Newcastle contact listed on ICE weights 1,000 metric tonnes. Coal is the major fuel used for generating electricity worldwide. The biggest producer and consumer of coal is China. Other big producers include: United States, India, Australia, Indonesia, Russia, South Africa, Germany and Poland. The biggest exporters of coal are: Indonesia, Australia, Russia, United States, Colombia, South Africa and Kazakhstan. Coal prices displayed in Trading Economics are based on over-the-counter (OTC) and contract for difference (CFD) financial instruments. Our coal prices are intended to provide you with a reference only, rather than as a basis for making trading decisions. Trading Economics does not verify any data and disclaims any obligation to do so.» [Fonte]

Pubblicato in: Cina, Economia e Produzione Industriale, Materie Prime

Cina. Maggio21. PPI +8.8%, PCI +1.1%.

Giuseppe Sandro Mela.

2021-07-13.

2021-07-10__ Cina PPI PCI 001

«In May 2021, Producer Price Index (PPI) for manufactured goods rose by 9.0 percent year-on-year and 1.6 percent month-on-month»

«The purchasing price index for manufactured goods increased by 12.5 percent year-on-year and 1.9 percent month-on-month»

«From January to May, on average, the producer price of industrial products increased by 4.4 percent over the same period last year, and the purchasing price of industrial products increased by 5.9 percent»

«Among the PPI for manufactured goods, the year-on-year producer prices for means of production increased by 12.0 percent»

«producer prices for mining and quarrying industry, raw materials industry, manufacturing and processing industry increased by 36.4, 18.8 and 7.4 percent»

«Producer prices for consumer goods increased by 0.5 percent, and the pace of growth enlarged 0.2 percentage point, meaning 0.14 percentage point increase in the overall price level»

«the year-on-year purchaser price indices for non-ferrous metal materials and wires, ferrous metal materials, fuel and power and chemical raw materials jumped by 28.0, 26.8, 20.7 and 17.0 percent»

2021-07-10__ Cina PPI PCI 002

* * * * * * *

Cina. L’aumento delle materie prime comprime i profitti industriali.

Materie Prime. Rincari che sostengono una inflazione strutturale, duratura e severa.

Inflazione. Il costo di un container da Shanghai a Rotterdam è 10,522 Usd, +547%.

Fao Food Price Index +39.7% anno su anno. Inflazione. – Fao.

Stagflazione. Uno dei tanti cigni neri che si aggirano come avvoltoi.

* * * * * * *

L’intero sistema economico produttivo mondiale è entrato in un periodo di consistenti rincari delle materie prime, specie poi quelle necessarie per la generazione di energia.

A ciò si aggiunga il fatto che la quasi totalità dei paesi sia entrata in recessione, fatto questo che riduce il volume di interscambio commerciale, complice anche uno straordinario aumento del costo dei noli.

Elemento comune sono gli alti prezzi dei carburanti e dell’energia, ostacolo formidabile ad ogni possibile ripresa.

Si noti infine come la vorticosa variazione dei costi sia elemento inficiante ogni qualsiasi programmazione industriale.

*


National Bureau of Statistics of China. Producer Prices in the Industrial Sector for May 2021.

In May 2021, Producer Price Index (PPI) for manufactured goods rose by 9.0 percent year-on-year and 1.6 percent month-on-month. The purchasing price index for manufactured goods increased by 12.5 percent year-on-year and 1.9 percent month-on-month. From January to May, on average, the producer price of industrial products increased by 4.4 percent over the same period last year, and the purchasing price of industrial products increased by 5.9 percent.

  1. Year-on-Year Changes of Prices of Different Categories

Among the PPI for manufactured goods, the year-on-year producer prices for means of production increased by 12.0 percent, and the pace of growth enlarged 2.9 percentage points than that of last month, affecting 8.87 percentage points increase in the overall level of producer price. Of which, producer prices for mining and quarrying industry, raw materials industry, manufacturing and processing industry increased by 36.4, 18.8 and 7.4 percent. Producer prices for consumer goods increased by 0.5 percent, and the pace of growth enlarged 0.2 percentage point, meaning 0.14 percentage point increase in the overall price level. Of which, producer prices for foodstuff increased by 2.2 percent, while that of clothing fell by 0.6 percent, that of commodities rose by 0.5 percent, and that of durable consumer goods decreased by 0.8 percent.

Among the purchaser price index, the year-on-year purchaser price indices for non-ferrous metal materials and wires, ferrous metal materials, fuel and power and chemical raw materials jumped by 28.0, 26.8, 20.7 and 17.0 percent.

  1. Month-on-Month Changes of Prices of Different Categories

Among the PPI for manufactured goods, the prices for means of production went up by 2.1 percent month-on-month, higher 0.9 percentage point over last month, affecting 1.58 percentage points increase in the overall level of producer price. Of the total, producer prices for mining and quarrying industry, raw materials industry and manufacturing and processing industry rose by 6.5, 2.1 and 1.7 percent. The prices of consumer goods increased by 0.1 percent, unchanged over last month, affecting 0.03 percentage point increase in the overall level of producer price. Of which, the producer prices for foodstuff and clothing were flat, while that of commodities and durable consumer goods rose by 0.4 and 0.1 percent.

The month-on-month purchaser price indices for ferrous metals materials, non-ferrous metal materials and wire, fuel and power, and chemical raw materials, respectively increased by 5.1, 4.1, 2.8 and 1.3 percent.

Pubblicato in: Devoluzione socialismo, Fisco e Tasse, Materie Prime, Problemia Energetici

Italia. Carburanti. Benzina a 1.77 e diesel a 1.64 euro al litro. E siamo solo agli inizi.

Giuseppe Sandro Mela.

2021-07-08.

Brueghel il Giovane. Pagamento delle Tasse. Fisher_Museum_of_Art

«È stato un fine settimana di aumenti generalizzati per i prezzi dei carburanti»

«Con il Brent abbondantemente sopra i 76 dollari»

«il prezzo medio nazionale praticato della benzina, in modalità self, va a 1,637 euro/litro (venerdì 1,632) con i diversi marchi compresi tra 1,629 e 1,649 euro/litro (no logo 1,620)»

«Il prezzo medio praticato del diesel, sempre in modalità self, è a 1,497 euro/litro (venerdì 1,492) con le compagnie posizionate tra 1,486 e 1,521 euro/litro (no logo 1,474)»

«Quanto al servito, per la benzina il prezzo medio praticato sale a 1,776 euro/litro (venerdì 1,771) con gli impianti colorati che mostrano prezzi medi praticati tra 1,720 e 1,852 euro/litro (no logo 1,668)»

«La media del diesel cresce a 1,642 euro/litro (venerdì 1,637) con i punti vendita delle compagnie con prezzi medi praticati compresi tra 1,582 e 1,726 euro/litro (no logo 1,524)»

* * * * * * *

Poi vengono a dirci che l’inflazione si aggira attorno all’1% all’anno.

Bollette, a luglio scattano i maxi aumenti: perché le tariffe di gas e luce volano

«Aumentano le bollette di luce e gas con un incremento definitivo del 9,9% per la bolletta dell’elettricità e del 15,3% per quella del gas nel terzo trimestre del 2021per la famiglia tipo in tutela. Ma perché stanno aumentando così tanto le tariffe? Lo spiega la stessa Arera, l’Autorità per l’energia, nel suo comunicato in cui analizza con precisione i motivi alla base degli aumenti annunciati giovedì sera (che hanno a che fare anche con la pandemia). Dopo i ribassi delle materie prime infatti durante il Covid-19, è in corso da tempo una forte crescita delle quotazioni delle principali materie prime energetiche, in particolare i prezzi europei del gas che sono cresciuti di oltre il 30% nel secondo trimestre del 2021 rispetto al primo e risultano sempre più correlati con il prezzo della CO2 che, nel mese in corso, si è attestato oltre i 50 €/tCO2, anche per le attese di un possibile rafforzamento delle vigenti politiche comunitarie per il contenimento delle emissioni nocive dei gas serra»

* * *

«incremento definitivo del 9,9% per la bolletta dell’elettricità»

«incremento definitivo del 15,3% per quella del gas»

«i prezzi europei del gas sono cresciuti di oltre il 30% nel secondo trimestre del 2021»

* * *

I costi all’utenza degli energetici e del carburante sono aumentati vorticosamente negli ultimi mesi.

Difficile pensare ad un comparto industriale che non consumi corrente elettrica ed a famiglie che non consumino il gas, quanto meno per cucinare.

L’automobile non è un oggetto ludico, serve per andare e tornare dal lavoro.

Infine, tutta la distribuzione si avvale del trasporto gommato.

Nella realtà dei fatti in Italia gli aumenti dei prezzi si aggirano, in termini medi, attorno al dieci per cento.

*


Carburanti, arrivano nuovi aumenti: benzina a 1,77 e diesel a 1,64 di media

È stato un fine settimana di aumenti generalizzati per i prezzi dei carburanti. Con il Brent abbondantemente sopra i 76 dollari, in attesa di un difficile accordo tra i Paesi Opec sui tagli alla produzione e con le quotazioni dei prodotti raffinati in Mediterraneo di nuovo in aumento. Già sabato Eni ha aumentato di un centesimo al litro i prezzi consigliati di benzina, gasolio e Gpl. Per IP invece il rialzo si è registrato +1 cent/litro su benzina, gasolio e Gpl. Per Tamoil +1 cent su benzina e diesel e +2 sul Gpl. Per Q8 + 3 cent/litro sul Gpl.

                         L’oscillazione dei prezzi

In crescita di conseguenza i prezzi praticati sul territorio, a parziale recepimento dei movimenti verso l’alto. Nel dettaglio, in base all’elaborazione di Quotidiano Energia dei dati alle 8 di ieri comunicati dai gestori all’Osservaprezzi carburanti del Mise, il prezzo medio nazionale praticato della benzina, in modalità self, va a 1,637 euro/litro (venerdì 1,632) con i diversi marchi compresi tra 1,629 e 1,649 euro/litro (no logo 1,620). Il prezzo medio praticato del diesel, sempre in modalità self, è a 1,497 euro/litro (venerdì 1,492) con le compagnie posizionate tra 1,486 e 1,521 euro/litro (no logo 1,474). Quanto al servito, per la benzina il prezzo medio praticato sale a 1,776 euro/litro (venerdì 1,771) con gli impianti colorati che mostrano prezzi medi praticati tra 1,720 e 1,852 euro/litro (no logo 1,668). La media del diesel cresce a 1,642 euro/litro (venerdì 1,637) con i punti vendita delle compagnie con prezzi medi praticati compresi tra 1,582 e 1,726 euro/litro (no logo 1,524). Infine, il Gpl va da 0,672 a 0,683 (no logo 0,652).

Pubblicato in: Economia e Produzione Industriale, Geopolitica Asiatica, Materie Prime, Problemia Energetici

Indonesia. Carbone. Dice di volerlo dismettere e costruisce nuove centrali termiche.

Giuseppe Sandro Mela.

2021-07-08.

2021-07-08__ Indonesia Coal 001

Una buona parola amicale costa nulla, poi, si vedrà.

L’enclave liberal socialista occidentale ha dichiarato guerra al carbone e vorrebbe che tutto il mondo lo seguisse.

L’Indonesia a  parole va dicendo che entro il 2050 sarà totalmente green, ma per l’intanto costruisce numerose centrali a carbone per incrementare la propria produzione di corrente elettrica.

L’importante nella vita è essere persone pratiche.

* * * * * * *

«The electricity generation capacity in Indonesia reached about 69.6 gigawatts in 2019»

«this capacity would not be sufficient for long and additional capacities must be created quickly»

«electricity consumption will increase from the current 270 terawatt hours to over 500 terawatt hours by 2027»

«Indonesia had been relying largely on coal and gas to meet its electricity demands»

«Both raw materials are available in great quantities, are dispatchable, and the corresponding power plants can be built cheaply»

«In 2020, coal mines were obliged to sell 25 percent of the production volume on the domestic market»

«the state-owned electricity supplier PLN received a maximum price of 70 U.S. dollars per ton of coal purchased»

«the minimum target of 550 million metric tons has been met and the demand for coal is expected to rise again due to a cold winter in China and the Chinese ban on Australian coal»

«At the same time, it’s building 21 GW of new coal plants that will have an operating life until 2065»

* * *

«Indonesia set its coal benchmark price higher in July at $115.35 per tonne»

«The price is 14.97% higher than June’s benchmark price»

«Indonesia’s state-owned utility says it will start shutting down coal-fired power plants and phase them all out by 2055»

«At the same time, it’s building 21 GW of new coal plants that will have an operating life until 2065»

«Indonesia says it will begin retiring coal-fired power plants for good — while still continuing to build more than a hundred new ones»

* * * * * * *


Indonesia sets coal benchmark price at highest in a decade

Jakarta, July 5 (Reuters) – Indonesia set its coal benchmark price higher in July at $115.35 per tonne, an official document published by its energy and minerals ministry showed on Monday.

The price is 14.97% higher than June’s benchmark price and the highest since the $117.6 per tonne in May 2011, Refinitiv data showed.

The document did not show what accounted for the price jump. An energy ministry spokesman told Reuters that a statement will be issued later on Monday.

*

Indonesia to retire coal-fired power plants while also adding more

«Summary.

– Indonesia’s state-owned utility says it will start shutting down coal-fired power plants and phase them all out by 2055, amounting to 50 gigawatts of capacity.

– At the same time, it’s building 21 GW of new coal plants that will have an operating life until 2065 — a contradiction that activists say undermines the coal phase-out plan.

– The mixed message is the latest from a government that still doesn’t have a unified policy on a clean energy transition, and which continues to lavish generous subsidies and incentives on coal miners and power plant operators.

– Energy policy experts say the president needs to publicly weigh in on the issue, including declaring a deadline for Indonesia to achieve net-zero carbon emissions. ….

Indonesia says it will begin retiring coal-fired power plants for good — while still continuing to build more than a hundred new ones, in the latest mixed message from one of the last coal-friendly countries in the world»

* * *

Coal power industry in Indonesia – statistics & facts

The electricity generation capacity in Indonesia reached about 69.6 gigawatts in 2019. For a dynamic, emerging country, this capacity would not be sufficient for long and additional capacities must be created quickly. According to forecasts by the Indonesian Ministry of Energy and Mineral Resources, electricity consumption will increase from the current 270 terawatt hours to over 500 terawatt hours by 2027.

                         Indonesia’s focus on natural resources.

Indonesia had been relying largely on coal and gas to meet its electricity demands. Both raw materials are available in great quantities, are dispatchable, and the corresponding power plants can be built cheaply. Furthermore, coal in particular can be used to promote Indonesia’s export business and support remote areas in their economic development. Coal mining has therefore been a cornerstone of politics and a likely target for government interventions. In 2020, coal mines were obliged to sell 25 percent of the production volume on the domestic market and the state-owned electricity supplier PLN received a maximum price of 70 U.S. dollars per ton of coal purchased.

                         Coal production outlook.

Not surprisingly, coal producers expected a thriving market in Indonesia. However, the coal industry has also been affected by the COVID-19 pandemic and it is therefore unlikely that the coal output will have increased further in 2020. And yet, according to the Department of Energy, the minimum target of 550 million metric tons has been met and the demand for coal is expected to rise again due to a cold winter in China and the Chinese ban on Australian coal. A flourishing export market is important as around 70 to 75 percent of Indonesia’s coal production is exported abroad. The main export countries include China, India, Japan and South Korea. In 2018, about one third of the global coal exports was exported from Indonesia, making it the largest coal exporting country in world. However, the Indonesian energy program could turn the industry into an internal market. For that reason, and to achieve independence from the global market, several large Indonesian mining companies have expanded directly into the energy sector in order to become an integrated energy company that uses its own coal.

                         Coal’s impact on the environment.

On the other hand, the production of coal and especially electricity generation from coal does have an impact on the environment. Back in 2016, it was estimated that the emissions of carbon dioxide amounted to 4.6 billion metric tons in Southeast Asia. Taking current developments in Indonesia and other countries into account, not less, but more is to be expected.

Pubblicato in: Devoluzione socialismo, Economia e Produzione Industriale, Materie Prime, Unione Europea

Unione Europea. Mancano 20 milioni di tonnellate di acciaio in un anno.

Giuseppe Sandro Mela.

2021-07-06.

Acciaio a rotoli 001

«Abbiamo una carenza di acciaio in Europa»

«La Cina …. preferisce negoziare con gli Stati Uniti, dove i livelli di prezzo sono molto più alti»

«L’acciaio della Cina manca sul mercato mondiale»

«In Europa, c’è stata una carenza di circa 20 milioni di tonnellate di acciaio laminato, …. è circa il 20% della quantità richiesta in anni normali»

«I livelli dei prezzi sono aumentati bruscamente»

«anche le materie prime sono diventate molto più costose per le acciaierie»

«Attualmente si devono pagare prezzi record per i minerali»

* * * * * * *

Nei disperati tempi nei quali si stava peggio, i paesi che ora fanno parte dell’Unione Europea producevano acciaio di alta qualità in quantità anche esuberante le richieste interne.

Poi vennero i liberal e le acciaierie furono coperte di tasse, leggi, normativi e regolamenti.

Questo è il risultato.

Tutto il comparto industriale ne è colpito.

Solo che adesso il costo nelle materie prime è in forte crescita e l’enclave occidentale soffre di una inflazione strutturale.

Difficile da vedere delle vie di uscita.

*


Thyssenkrupp-Manager besorgt “Wir haben einen Stahlengpass in Europa”

In Europa fehlen 20 Millionen Tonnen Flachstahl. China brauche den Werkstoff selbst und verhandele lieber mit den USA, wo das Preisniveau deutlich höher sei, so der Chef von Thyssenkrupp Steel.

Den Stahlüberschuss, der die Lage auf dem Weltmarkt viele Jahre bestimmt habe, gebe es nicht mehr, sagte Osburg. China, wo die Corona-Krise schon im vergangenen Jahr überwunden worden sei, habe einen “extrem hohen Stahlhunger”. Deshalb habe die chinesische Regierung die in der Vergangenheit gewährten Steuererleichterungen für Stahlexporte gestrichen. Stahl aus China fehle daher auf dem Weltmarkt. Was noch vorhanden sei, “sucht sich vor allem den Weg in die USA”. Denn dort sei das Preisniveau deutlich höher als in Europa.

20 Millionen Tonnen fehlen 

In Europa fehlten etwa 20 Millionen Tonnen Flachstahl. Das seien rund 20 Prozent der in normalen Jahren benötigten Menge. Diese Lücke sei keine Folge der Schutzmaßnahmen für die europäische Stahlindustrie. “Ihnen verkauft einfach keiner etwas”, sagte Osburg. Das Preisniveau habe kräftig angezogen, aber auch die Rohstoffe seien für die Hüttenwerke deutlich teurer geworden. So müssten für Erze derzeit Rekordpreise gezahlt werden

Der Thyssenkrupp-Manager rechnet vorerst nicht mit einer Entspannung. Da die großen Corona-Wiederaufbauprogramme in Europa und den USA erst anliefen, werde die Nachfrage nach Stahl hoch bleiben. Das konjunkturelle Umfeld werde zumindest mittelfristig gut bleiben. Das spreche dafür, “dass die Stahlkonjunktur wahrscheinlich nicht sehr schnell wieder in große Probleme kommt”.

Pubblicato in: Brasile, Cina, Devoluzione socialismo, Economia e Produzione Industriale, Fisco e Tasse, India, Materie Prime, Regno Unito, Stati Uniti

Occidente si sta suicidando per motivi ideologici con alti costi dell’energia.

Giuseppe Sandro Mela.

2021-07-01.

2021-06-28__ CostoEnergia per kwh 001

La disponibilità di corrente elettrica anche nei momenti di richieste di picco ed a costi concorrenziali è uno dei presupposti per sostenere un sistema economico produttivo che sia competitivo nel mercato.

Nel mondo, i prezzi per kw/h sono massimi in Germania (0.36 dollari americani), seguita dalla Danimarca (0.33), dal Belgio (0.3), dal Portogallo (0.27), dal Regno Unito (0.26), dall’Italia (0.26), dalla Spagna (0.24), dalla Francia (0.22).

Pur essendo caro, negli Stati Uniti il prezzo per kw/h è 0.15.

Per contro, il prezzo per kw/h è 0.12 in Brasile, 0.1 in Indonesia, 0.08 in India ed in Cina.

* * * * * * *

L’enclave liberal socialista occidentale presenta i costi più elevati, doppi di quelli degli Stati Uniti e quadrupli rispetto a quelli dell’India e della Cina.

Questi oneri strutturali pesano sia sulle popolazioni, sia sul comparto industriale, che di conseguenza è poco o punto concorrenziale a livello mondiale. Essi sostengono inoltre il processo inflattivo in corso.

* * * * * * *

I motivi che sostengono questi prezzi elevati sono da ascriversi sicuramente al costo delle materie prime, ma in misura ben maggiore alle tasse che gli stati hanno imposto per privilegiare l’abbandono del carbone e dei combustibili fossili, coerentemente a quanto prescrive l’ideologia liberal.

Nulla da stupirsi, quindi, che l’occidente stia devolvendo.

2021-05-20__ G7 GDP (Statista) 001

Pubblicato in: Cina, Materie Prime

Cina. L’aumento delle materie prime comprime i profitti industriali.

Giuseppe Sandro Mela.

2021-06-30.

2021-06-28__ Commodities 001

«Profit growth at China’s industrial firms slowed again in May as surging raw material prices squeezed margins and weighed on factory activity»

«Profits at China’s industrial firms rose 36.4% in May from a year earlier to 829.92 billion yuan ($128.58 billion) official data showed on Sunday»

«The world’s second-largest economy has largely recovered from disruptions caused by COVID-19, but it faces new challenges such as elevated raw material costs and global supply chain crunches»

«Imbalances in profitability became prominent between upstream and downstream firms due to high commodity prices»

«→→ For the January-May period, industrial firms’ profits grew 83.4% from the same period a year earlier to 3.42 trillion yuan ←←»

«China’s official manufacturing data this week is expected to show weaker growth in activity in June»

«Liabilities at industrial firms were up 8.2% year-on-year at the end of May, versus 8.6% growth a month earlier»

* * * * * * *

I prezzi delle materie prime sono aumenti significativamente negli ultimi tempi, soprattutto per gli energetici. Comparando i prezzi anno su anno, il mais è variato del +31.63%, il Brent è incrementato del 46.95%, il greggio del 52.51% ed il gas naturale del 38.09%. L’aumento del costo al consumo dell’energia è del tutto sequenziale. Per limitare gli aumenti dei prezzi al consumo, le imprese sono obbligate a ridurre i propri profitti, ma questa manovra da sola non è sufficiente. In talune situazioni è ancor più conveniente chiudere le attività improduttive.

Altra conseguenza di non poco conto è un impulso inflattivo strutturale: gli aumenti dei prezzi sono così destinati a crescere nel tempo e non sono per nulla ‘transitori‘ come peraltro taluni indurrebbero a credere.

«Inflation is here, to stay»

*


China’s industrial profit growth slows amid high raw material prices

Profit growth at China’s industrial firms slowed again in May as surging raw material prices squeezed margins and weighed on factory activity.

Profits at China’s industrial firms rose 36.4% in May from a year earlier to 829.92 billion yuan ($128.58 billion) official data showed on Sunday.

That was a slowdown from the 57% surge reported in April, according to National Bureau of Statistics.

The world’s second-largest economy has largely recovered from disruptions caused by COVID-19, but it faces new challenges such as elevated raw material costs and global supply chain crunches. Officials warn that China’s recovery remains uneven.

Imbalances in profitability became prominent between upstream and downstream firms due to high commodity prices, said Zhu Hong, an official at the statistics bureau.

“The foundation for recovery is not yet solid,” he said in a statement accompanying the data.

Profits grew rapidly in the metals, chemicals and petroleum sectors, while smaller and downstream enterprises saw much more pressure, Zhu said.

For the January-May period, industrial firms’ profits grew 83.4% from the same period a year earlier to 3.42 trillion yuan.

Factory-gate inflation saw its fastest annual growth in over 12 years in May driven by surging commodity prices, posing risks to profit margins for mid- and downstream firms.

Chinese policymakers have stepped up efforts in recent weeks to cool runaway metals prices, including selling supplies from state reserves, but with global demand continuing to recover some analysts believe the moves will have only a limited impact.

China’s official manufacturing data this week is expected to show weaker growth in activity in June, likely due to disruptions caused by COVID-19 flare-ups at the country’s major southern ports. In addition, investors will be looking to trends in input costs and selling prices for any further signs of margin pressure.

Liabilities at industrial firms were up 8.2% year-on-year at the end of May, versus 8.6% growth a month earlier.

The industrial profit data covers large firms with annual revenues of over 20 million yuan from their main operations.