WM StadionRasen erhöht Düngernachfrage und damit den Kalipreis:D
Der Dünger- und Salzproduzent K+S schöpft nach dem Absturz der Kalipreise etwas Hoffnung:
Die Absatzmengen des ersten Halbjahres seien zufriedenstellend, die Nachfrage übersteige sogar die Kapazitäten... Von zuvor rund 450 US-Dollar je Tonne sank er auf mittlerweile nur noch 300 bis 350 Dollar...
thairat
: Uralkali Cuts Potash Output Target by 8 per cent
Uralkali Cuts Potash Output Target by 8% to Support Price
June 19, 2014 (Source: Businessweek) — OAO Uralkali (URKA), the world’s largest potash company by production, cut its output target for this year by about 8 percent to support prices.
The company cut projected volumes to 11 million metric tons from 12 million tons, Chief Executive Officer Dmitry Osipov said at Uralkali’s Capital Markets Day today in Moscow. The fertilizer maker will continue to consider market conditions when weighing production levels, he said.
Uralkali signed a 700,000-ton seaborne-supply deal with China in January at $305 a ton, covering the first half of 2014. The producer expects talks on the next sea contract may start in September, with an agreement possible in the fourth quarter, he said.
While an April meeting between Dmitry Mazepin, billionaire owner of 20-percent Uralkali shareholder OAO Uralchem, and Belarus President Aleksandr Lukashenko could be viewed as the start of talks with Russia’s neighbor, it’s too early to discuss the terms under which the former partners may restore cooperation, Osipov said. Any future reconciliation would have to be beneficial to both participants, he said.
thairat
: The Western Potash Head Office is Moving
The Western Potash Head Office is Moving
Let's Stay Connected - Reminder
Effective Monday, June 23rd, 2014 the Western Potash Corp. Head Office address:
1400 - 1111 West Georgia Street Vancouver, BC V6E 4M3
Our current phone and fax numbers will remain the same:
Phone: (604) 689-9378 Fax: (604) 689-8199
Thank you to all that have re-subscribed to our mailing list in the past few weeks. We would like to remind those who have not re-subscribed that we would like to continue sending you the most current information on our Company through our e-mail updates, however, as a result of the new Canada Anti-Spam Legislation ("CASL"), we need your consent in order to send you any electronic communications after July 1, 2014.
If you would like to continue receiving valuable information from us, please click on the link at the bottom of this e-mail or click here to sign-up on our website. Signing-up will confirm that we have your consent to e-mail you in the future.
thairat
: RE:RE:The Western Potash Head Office is Moving
RE:RE:The Western Potash Head Office is Moving Office space increase of 55% with the move. New address 1400-111 West Georgia is 14,000 sqf and the old office 1818 - 700 West Georgia 9,000 sqf. Its an additional $100,000 a year ! They must be fairly confident a deal is done or very close to it. Otherwise why would they move and add so much space?
thairat
: Potash Corp Sees Market Tightness, Uralkali Cuts
Potash Corp Sees Market Tightness, Uralkali Cuts Production to Support Price Monday June 23, 2014, 4:18pm PDT By Vivien Diniz+ - Exclusive to Potash Investing News
Canada’s largest potash producer, Potash Corp of Saskatchewan (TSX:POT) is calling “ongoing tightness” in the potash market.
thairat
: BHP Billiton Passes on Potash Export Facility
BHP Billiton Passes on Potash Export Facility Posted on June 25, 2014 by Raj Shah
June 25, 2014 (Source: WSJ) – BHP Billiton Ltd. let an exclusivity agreement lapse that would have given it the right to develop a potash export facility for its Canadian Jansen project at Washington state’s Port of Vancouver.
Port of Vancouver Chief Executive Todd Coleman said he was “confident that we can find a new tenant for terminal five in the near future,” although he said he is also eager to continue discussions with BHP on the possibility of shipping potash through the export hub in the future.
'Mir gehts jetzt nicht um die 12€. Bernstein Research hat eine Kali-Studie von Jeremy Redenius erstellen lassen, um die gehts mir, darin geht er laut Reitz vom K+S Thread davon aus, dass': 40% Überkapazitäten bis 2020 am Kalimarkt möglich sind durch neue Minen: -von Jansen mit bis zu 12 M y/t -von der chinesischen Laosmine mit bis zu 5 M y/t -von Eurochem bis zu 8 M y/t -von Milestone bis zu max 4 M y/t -von Legacy bis zu ca. 4 M y/t -und ein paar weiteren kleineren Minenprojekten
Reitz glaubt natürlich nicht an eine Finanzierung von Milestone, beschreibt aber folgendes "Horrorszenario" für die Kali Kartelle: "ein horroszenario wäre, wenn ein zahlungskräftiger chinesischer staatsfond jensen finanzierbar macht, -und zudem sich signifikante mengen zu dauerhaft günstigen preisen sichert. ich möchte den teufel wirklich nicht an die wand malen, aber so locker und easy, wie manche die marktsituation eionschätzen ist sie nun wirklich nicht.
thairat
: Acron Group and Rio Tinto Group forms Joint Ventur
Acron Group and Rio Tinto Group forms Joint Venture Company to Develop Albany Potash Prospect in Saskatchewan
SASKATOON, June 26, 2014 /CNW/ - The Joint Venture Company which was recently formed between Acron Group through its Canadian subsidiary and the Rio Tinto Group to continue evaluation of the development of the jointly held potash properties in Saskatchewan Canada, held its first Board of Directors meeting in London, UK today.
Patrick Power"s interview statements in Resourceclips.com provide the answer:
"It"s happened before with companies, usually smaller, not Rio Tinto-sized companies. They forget that when you"re granted Crown ground in this part of the world, you still need rights to the freehold. It"s on a checkerboard basis. It"s almost impossible to mine that without having an agreement with us or taking us over. Those are the two options they have. The other is to back away."
Patrick Power is a seasoned venture capitalist and financier with over 20 years of experience as a stock market professional and as a director of public companies. Western Potash benefits from Mr. Power's wealth of experience as a shrewd dealmaker, an adept financier and as a tireless, results-driven leader of dynamic public companies. The company enjoys Mr. Powers' large network of contacts within the industry, his enthusiasm and his efforts as a board member and trusted advisor.
thairat
: Rio Tinto, Acron JV pushes ahead with Canadian pot
Rio Tinto, Acron JV pushes ahead with Canadian potash project Posted on June 27, 2014 by Asher Berube
“It’s interesting that Rio is moving forward with potash. It’s a commodity that they hadn’t previously had exposure to, while BHP has been pushing ahead with Jansen for some time,” Liberum analyst Richard Knights said.
“Jansen has been controversial because the potash market looks to be oversupplied in the medium term. At the current potash prices, Jansen isn’t obviously value-accretive for BHP so if Rio goes down a similar path with a project that has similar costs it might be controversial.”
“We are even able to slightly increase prices in some markets,” management board member Andreas Radmacher told journalists during a news conference at the group’s Werra mine in the central German town of Philippsthal.
Aus China Daily Western Potash : Sustainable source provides food security for Asia 06/30/2014 | 08:08pm US/EasternRecommend: 0 China's growing population has a rising food demand that requires an increase in crop yields of corn, soybeans, grains and rice: all Chinese staple foods. Fertilizers containing potash are combined with nitrogen and phosphates to boost crop yields and improve plant quality.
Fully 95 percent of the world's potash production is used as fertilizer, and is a crucial resource in terms of food security for China's 1.3 billion population. Western Potash, an advanced-stage potash project, is preparing to build a solution mine on the Milestone Property in southern Saskatchewan in Canada - and has developed a strong partnership with China.
"China has a growing potash market which relies heavily on imports", says John Costigan, Western Potash's VP for Corporate Development. "Its emphasis on food security and its recognition of potash as a strategic material make China an ideal partner for us."
In June last year, Western Potash secured a strategic investment from China Blue Chemical, a subsidiary of state-owned China National Offshore Oil Corp and one of the world's largest independent oil and gas exploration and production companies.
"CBC's construction experience in industrial fertilizer facilities and CNOOC's leadership in the fertilizer space were key factors in establishing our partnership," says Costigan. "Our combined experience in the mining, construction and fertilizer sectors will allow us to present a strong consolidated team to the financial community in order to implement this important project."
In addition to having the Saskatchewan government's environmental approval and offering low operational costs, Milestone will be the first potash producer to utilize urban wastewater as process water making it a truly sustainable operation. The project also sits on a geological heat anomaly which enables the mine to reduce its energy costs and potentially become a source of geothermal power.
"We see a maturing relationship between Canada and China," says Costigan. "Milestone represents economic cooperation between our two countries, and marks the entry of this cooperative venture into the leading ranks of global potash producers. As CBC's partner, we are proud to be contributing to a stronger economic relationship between Canada and China."
Ui hui hui da ist aber jemand schwer ge reizt. Meinst du allen Ernstes das dein Dauergespamme gegen Milestone noch irgendetwas ändert an der vermutlich eher traurigen Zukunft von K+S ? Oder möchtest du deiner Verärgerung über soviel geleistete persönliche Fehleinschätzungen in der Vergangenheit einfach nur Luft machen was ja auch irgendwo verständlich wäre.
thairat
: Agrimoney.com Yara upbeat on fertilizer use
Agrimoney.com | Yara upbeat on fertilizer use despite grains' rout
Yara said: "Although grain farmer margins are lower than a year ago, for corn in particular, they are still supportive for fertilizer use, as commodity fertilizer prices have declined as well."
However, the group highlighted that was particularly strong for "higher quality fertilizers", such as nitrates and NPK – a combined nitrogen, phosphate and potash nutrient – and from sectors such as meat and dairy, where lower crop prices are a boost to margins.
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