All our markets are affected by the United States taking a tougher line against both Russia and China.
What is not so obvious to onlookers is that both these states have and are continuing for a considerable time being ramping up their military capabilites and continue to interfere local small conflicts worldwide.
As examples Russia through surrogates is massively interferes in the Middle East and for the first time in years South America ,openly supporting non democratic states such as Venezuela and Cuba ,pretending to champion Socalism ! Russia has also broken the non proliferation deal by secretely adding to its low flying rockets that can carry nuclear warheads.
China is actively finding new bases for its fleet and at the same time adding five hundred new ships yearly to its fleet.
Further China a signatory to world trade organisation deals ,ignores these and steals intelectual property quite openly. It uses these deals to bind its opponents to gain trade advantages.
China further provides capital to the most despotic countries with minimum regard for paying back the loans. Suddenly they demand the capital be payed back and if not forthcoming take over major institutions in these countries such as ports ,railways etc. Massive invasion of Chinese are then sent to these countries. This has mostly happened in Africa, a new form of colonialism !
China has also tried to expand its territory by claiming international parts of trading routes far removed from their land,such as the South China Sea over othe claimants and free passage ways.
Friday, August 2, 2019
Monday, July 1, 2019
Save the Planet run Amock ! Nothing new in the world 2023 June !
2023 populations are starting to fall with out human tinkering. god be praised !
Young teens and twenties are always looking at something to save. Above these year groups for the most part get a good dose of reality as economic issues start to press in on a personal level as personal sponsors (MUM,DAD the STATE ? ) start withdrawing funds given for study etc.Save the whale ,fish and so forth. Stop nuclear development in any form egged on by Russia in the form of provocateurs etc.
The latest craze started as PREVENT GLOBAL WARMING. Even salted politicians jumped on the band wagon. The original scientist said he was misunderstood and such a process could not be reversed by human behaviour. Billions have already been wasted on this endevour. Egged on
by people making money out of this passtime. this then became CLIMATE CHANGE which put new life into the campaign . As this starts to fade the calling is now been labeled CLIMATE CARBON DISASATER! Wow surely they will run out of cliches soon!
I do believe plastics have been overused and of course its good to clean up our environment.I was watching a documentry of a city in India that produces so much rubbish daily that the dump will in ten years time be higher than the Taj Mahal monument!
My own take on this.
LIMITING THE EARTH POPULATION TO CHILDREN PER FAMILY REPLACEMENT IS THE ANSWER. NOTHING DRASTIC NEED BE DONE TOACHIEVE THIS BUT TAX AND GRANT INCENTIVES FOR STERILISATION
SHOULD DO THE TRICK
Hessian bags to carry maize are a renewable product as hessian comes from PLANTS ETC better than plastic.
DO NOT REMOVE TOO MUCH CARBON DIOXIDE NATURALLY PRODUCED FROM THE ATMOSPHERE AS TREES NEED THIS TO PRODUCE OXYGEN WE BREATHE IN TO STAY ALIVE ! ARTIFICIAL MEANS MUST BE FOUND TO PRODUCE MORE OXYGEN AS TOO MAY TREES ARE BEEN CUT DOWN!
SEE THE LATEST UPDATES AT THE TOP OF THE RIGHT HAND COLUMN.
Sunday, June 2, 2019
RARE EARTH OPPORTUNITIES!
It seems as if China is about to invoke a ban on Rare Earth mineral and metal exports,to the USA and its allies !
This is in reply to the USA increasing tariffs on Chinese exports into America. At the moment they have a massive trade surplus with America. The USA is trying to balance the "Playing field"as China uses many underhand methods to prevent fair trade.
China produces at least 85% of these rare earths and up to now has sold them at prices low enough to discourage any other country from developing their own sources.
These minerals include cobalt,spodium(lithium) and many others that most people have never heard of!
1.This is now an opportunity for other countries to to jump in and produce their share of this developing bonanza as prices are starting to rapidly increase!
2. A decade or so ago ,China was in a spat with Japan which has no minerals of any kind. Japan simply in electronics and cell phones etc. started substitution successfully and thus suffered very little discomfort. They are prepared to share this knowledge with the world.
3.Most of the minerals/metals are really not so rare but difficult to mine ,also the price being low and limited use has prevented much in development.
4. The USA has one small mine/factory ,but private enterprise is already planning massive expansion. This is likely to take another three years and many companies will sign long term contracts as one cannot then rely on supplies that can be interrupted at a moments notice.
There is a move afoot for more enterprises in this direction being planned which might take up to five years to be completely up and running.
5 Australia and Namibia have vast amounts of Spodium . And South Africa can extract cobalt easily from mines. All that is required to mine other minerals is the will and sound government without corruption to mine the various resources.
SEE THE RIGHT HAND COLUMN FOR THE LATEST UPDATES
SEE MY SPECIALIST WATCH LISTS NOW AND THE ARCHIVE VERSION .THIS YEARS LIST HAS DONE PARTICULARY WELL
This is in reply to the USA increasing tariffs on Chinese exports into America. At the moment they have a massive trade surplus with America. The USA is trying to balance the "Playing field"as China uses many underhand methods to prevent fair trade.
China produces at least 85% of these rare earths and up to now has sold them at prices low enough to discourage any other country from developing their own sources.
These minerals include cobalt,spodium(lithium) and many others that most people have never heard of!
1.This is now an opportunity for other countries to to jump in and produce their share of this developing bonanza as prices are starting to rapidly increase!
2. A decade or so ago ,China was in a spat with Japan which has no minerals of any kind. Japan simply in electronics and cell phones etc. started substitution successfully and thus suffered very little discomfort. They are prepared to share this knowledge with the world.
3.Most of the minerals/metals are really not so rare but difficult to mine ,also the price being low and limited use has prevented much in development.
4. The USA has one small mine/factory ,but private enterprise is already planning massive expansion. This is likely to take another three years and many companies will sign long term contracts as one cannot then rely on supplies that can be interrupted at a moments notice.
There is a move afoot for more enterprises in this direction being planned which might take up to five years to be completely up and running.
5 Australia and Namibia have vast amounts of Spodium . And South Africa can extract cobalt easily from mines. All that is required to mine other minerals is the will and sound government without corruption to mine the various resources.
SEE THE RIGHT HAND COLUMN FOR THE LATEST UPDATES
SEE MY SPECIALIST WATCH LISTS NOW AND THE ARCHIVE VERSION .THIS YEARS LIST HAS DONE PARTICULARY WELL
Thursday, May 2, 2019
Lack of Patience in World Clean Air Events !
1. The drive to lithium is now well under underway. The British government is about to spend millions on lithium service points,as well I suspect probably the rest of the first world as well, as private enterprise could really not keep up. So far all lithium battery auto companies are running at a loss.
A few points to consider :-
a. Lithium is a rare earth metal so not in unlimited supply (spodium).
b. Governments are at last admitting that solar power is not likely to be able or best at loading points to power battery chargers. Coal powered electricity will still power most of the loading points for the forsee-able future!
c. At the moment batteries have to be charged for at least half an hour every 500 km!
d.Lithium batteries have not to date had a good safety record!
e.It seems as if lithium might be hazardous to health in numerous ways as well.
2. Well proven methods with fuel cell technology although not receiving the attention of lithium and proven results is soaring ahead in Sweden Volvo,Ballard company and many smaller companies in America and Toyota in Japan. supplies of Platinum will last for at least the next couple of hundred years.
1.Click on Labels below for like minded posts below this post.
2.For latest page updates ,see right hand column. Newest always at top of pages.
3. See in right column our most read posts since we started this blog.
A few points to consider :-
a. Lithium is a rare earth metal so not in unlimited supply (spodium).
b. Governments are at last admitting that solar power is not likely to be able or best at loading points to power battery chargers. Coal powered electricity will still power most of the loading points for the forsee-able future!
c. At the moment batteries have to be charged for at least half an hour every 500 km!
d.Lithium batteries have not to date had a good safety record!
e.It seems as if lithium might be hazardous to health in numerous ways as well.
2. Well proven methods with fuel cell technology although not receiving the attention of lithium and proven results is soaring ahead in Sweden Volvo,Ballard company and many smaller companies in America and Toyota in Japan. supplies of Platinum will last for at least the next couple of hundred years.
1.Click on Labels below for like minded posts below this post.
2.For latest page updates ,see right hand column. Newest always at top of pages.
3. See in right column our most read posts since we started this blog.
Monday, April 1, 2019
TRENDING COMPANIES AND MINERALS.
Ever since 2009 ,except for a couple of short periods ,I have been a PGM (Platinum Group metal) bull!
There is always a couple of them increasing in price. I have always maintained that Platinum is the more important than Palladium. The palladium price has for the last couple of years been higher than platinum,mainly because motor manufacturers lied about the loadings of platinum in catylitic converters . This damaged platinum use and speculators did the rest and chased prices down. Palladium is now in bubble territory,so is now easing against the platinum price.
THE GREAT FUTURE IN PLATINUM is now in FUEL CELL TECHNOLOGY
Remember fuel cells produce no pollutants in every type of engine from autos to stationary engines. Japan is going full steam ahead with this production ,whilst the rest of the world is concentrating on lithium solutions which has many drawbacks as the electricity to load these batteries will still mostly be produced by coal fired power stations for at least the next half centuary.
THE LEADING WORLD MINING COMPANIES THAT ABLE TO SUPPLY THESE NEEDS ADEQUATELY HAVE MANY OF THEIR ASSETS IN SOUTHERN AFRICA.
DO WATCH
ANGLO (AGL)
SYBANYE (SGL)
AMPLATS (AMS)
IMPALA (IMP)
RBPLATS (RBP)
NORTHAM (NHM)
1.
A good idea is to also read Bvians Southern African mining and resources news on a monthly basis AS WELL
2.
The latest page updates are always at the top of the right hand column.
There is always a couple of them increasing in price. I have always maintained that Platinum is the more important than Palladium. The palladium price has for the last couple of years been higher than platinum,mainly because motor manufacturers lied about the loadings of platinum in catylitic converters . This damaged platinum use and speculators did the rest and chased prices down. Palladium is now in bubble territory,so is now easing against the platinum price.
THE GREAT FUTURE IN PLATINUM is now in FUEL CELL TECHNOLOGY
Remember fuel cells produce no pollutants in every type of engine from autos to stationary engines. Japan is going full steam ahead with this production ,whilst the rest of the world is concentrating on lithium solutions which has many drawbacks as the electricity to load these batteries will still mostly be produced by coal fired power stations for at least the next half centuary.
THE LEADING WORLD MINING COMPANIES THAT ABLE TO SUPPLY THESE NEEDS ADEQUATELY HAVE MANY OF THEIR ASSETS IN SOUTHERN AFRICA.
DO WATCH
ANGLO (AGL)
SYBANYE (SGL)
AMPLATS (AMS)
IMPALA (IMP)
RBPLATS (RBP)
NORTHAM (NHM)
1.
A good idea is to also read Bvians Southern African mining and resources news on a monthly basis AS WELL
2.
The latest page updates are always at the top of the right hand column.
Saturday, March 2, 2019
BVN Under-- THE-- Radar: South Africa's Recovery
BVN Under-- THE-- Radar: South Africa's Recovery: There seems a genuine air to make 2019 the year of recovery in our country. There have been many commissions of enquirery and at last gove...
Friday, February 1, 2019
The New Hydrogen AGE, REVOLUTION !
HYDROGEN which can easily be extracted from water is likely to drive the new clean air revolution.
This is the preferred fuel that works with Platinum catalityic fuel cells. Its half the price of pretroleum fuels and has the advantage of being 100 % free of pollution.
Of course there's talk of using boron etc .to cut out rare earth ,such as platinum altogether ,but these experiments are still unproven.
When platinum is used for catalysts the power produced is strong enough to drive the largest stationary engines or so little can be used for small engines.
Toyota and other car,bus and heavy duty manufacturers have all chosen platinum to drive their future plans.
Germany is also tooling up now. Their leading manufacturer Mercedes Benz is also getting in on the act.
South Africa is the leading country regarding supply of platinum in the world .Impala platinum mine is now gearing up to supply their own electricity.
There is genuine scope for down-line applications helping create work locally. Do read all the other posts that I have written on platinum group metals over the years. Click on labels below or in the side-bar.
SEE THE PAGE UPDATES EACH MONTH. THE LATEST UPDATE IS AT THE TOP OF THE LIST IN THE SIDE-COLUMN
This is the preferred fuel that works with Platinum catalityic fuel cells. Its half the price of pretroleum fuels and has the advantage of being 100 % free of pollution.
Of course there's talk of using boron etc .to cut out rare earth ,such as platinum altogether ,but these experiments are still unproven.
When platinum is used for catalysts the power produced is strong enough to drive the largest stationary engines or so little can be used for small engines.
Toyota and other car,bus and heavy duty manufacturers have all chosen platinum to drive their future plans.
Germany is also tooling up now. Their leading manufacturer Mercedes Benz is also getting in on the act.
South Africa is the leading country regarding supply of platinum in the world .Impala platinum mine is now gearing up to supply their own electricity.
There is genuine scope for down-line applications helping create work locally. Do read all the other posts that I have written on platinum group metals over the years. Click on labels below or in the side-bar.
SEE THE PAGE UPDATES EACH MONTH. THE LATEST UPDATE IS AT THE TOP OF THE LIST IN THE SIDE-COLUMN
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