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martedì 29 settembre 2015

Denina: Lo scandalo VW potrebbe porre fine alla supremazia di prezzo del Platino su quello del Palladio


Platino ha toccato quota 900 dollari l'oncia stamane ... e in questo post si ipotizza che platino e palladio siano destinati a quotare alla pari (?!)


Platinum’s price dominance since 2001 over sister metal palladium could come to an abrupt end if Volkwagen’s auto emissions scandal spills over into Europe, where diesel cars account for about 45 percent of total sales. 
Diesel autocatalysts, which help make cars more environmentally friendly, account for about 40 percent of global platinum consumption estimated at around 7 million ounces a year.

Le auto diesel usano marmitte catalitiche in cui si usa il platino mentre le marmitte delle auto benzina normali usano marmitte al palladio. Se la percentuale di auto diesel dovesse calare, anche per effetto dello scandalo VW .. 

Palladium, mostly used in catalysts to make gasoline-powered cars, is trading around $640 an ounce. 
About 17,000 ounces of platinum are used for 100,000 diesel-fuelled cars. Falling demand for diesel-fuelled cars in the 9-million unit European market would take a serious toll on overall platinum demand.


Meno auto diesel significherebbe domanda molto inferiore per gli usi industriali del platino. Ci vogliono circa 5 grammi di platino per ogni marmitta catalitica per motori diesel, pare. 

The last time palladium prices were higher than platinum’s was around 14 years ago, when palladium surged to $1,094 after a U.S. carmaker accumulated an unusually large hoard, anticipating higher demand and fearing unpredictable supplies from Russia, the world’s largest miner.

L'ultima volta che il palladio ha quotato a più del platino e' stato 14 anni fa, quando una casa automobilistica US ne fece man bassa stimando che la domanda sarebbe salita e che le produzioni russe avrebbero potuto segnare discontinuità.

A 22 percent price fall this year adds to platinum miners’ pressure to divest assets and cut production. Around two-thirds of the industry, which is still recovering from an often violent five-month strike last year, is loss-making at prices below $1,000 an ounce. 
The strike in South Africa, accounting for 80 percent of global output has put serious pressure on producers including Lonmin and Anglo American Platinum (Amplats), which have seen their shares plunge 90 percent and 24 percent respectively this year. 
Amplats, the world’s biggest platinum producer, took a big step towards its goal of becoming a low cost miner by selling its labour intensive Rustenburg mines this month, a move that should shrink output but help to boost profit.

E intanto il settore minerario in platino - il Sud Africa oggi conta da solo per l'80% delle produzioni mondiali - continua a soffrire, scioperi di mesi e mesi, prezzi ai quali produce in perdita .. Lonmin e Amplants sono in crisi nera

1 commento:

  1. Platino ai minimi da 7 anni

    Platinum price falls to 7-year low
    http://www.mining.com/platinum-price-falls-to-7-year-low/

    After the dip below $900 at the height of the financial crisis the price of the metal quickly recovered and was trading back above $1,000 in January 2009 – for a sustained period below $900 an ounce you have to go back more than a decade.

    Platinum/gold is trading at the lowest level in more than 25 years

    Platinum's primary use is in catalytic converters to reduce emissions – specifically for diesel vehicles – and Europe's car manufacturers are the top consumers of the metal where diesel makes up 50% of the market. The average PGM load in autocatalysts in passenger vehicles are around 4 grams, a level that's been steadily rising as emissions regulations are tightened around the world.

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