Aiyoyoooooo

2.2 Information of the Placees
(i) Information on Mr. Aaron
.........Mr. Aaron is also the co-founder and substantial shareholder of Genetec Technology
Berhad

Macam tak ada resistance. Probability shoot up to range 0.5 - 1.0

https://www.bloomberg.com/news/articles/2021-05-05/iea-says-governments-should-consider-stockpiling-battery-metals

Hyperdrive
IEA Says Governments Should Consider Stockpiling Battery Metals
By Mark Burton and Javier Blas
May 5, 2021, 12:00 PM GMT+7

https://www.bloomberg.com/news/articles/2021-05-05/iea-says-government...

Hyperdrive
IEA Says Governments Should Consider Stockpiling Battery Metals
By Mark Burton and Javier Blas
May 5, 2021, 12:00 PM GMT+7

.........................
Stockpiling programs could provide a valuable buffer as leading industrial nations look to develop reliable supplies of metals and minerals that will play a critical role in a decarbonizing world, the energy watchdog said in a report on Wednesday.

.........................
“Meeting our climate change goals will turbocharge demand for mineral resources,” Fatih Birol, the head of the IEA, said by phone. “Voluntary strategic stockpiling can in some cases help countries weather short-term supply disruptions.”

.....................
The agency has since broadened its remit, advising governments on energy policy and increasingly on climate change. Now the influential watchdog is urging governments to brace against new supply risks as the world becomes increasingly reliant on an array of critical minerals that are often only produced at scale in a handful of countries.

https://www.bloomberg.com/news/articles/2021-05-05/iea-says-governments-should-consider-stockpiling-battery-metals

Hyperdrive
IEA Says Governments Should Consider Stockpiling Battery Metals
By Mark Burton and Javier Blas
May 5, 2021, 12:00 PM GMT+7

.........................
Stockpiling programs could provide a valuable buffer as leading industrial nations look to develop reliable supplies of metals and minerals that will play a critical role in a decarbonizing world, the energy watchdog said in a report on Wednesday.

.........................
“Meeting our climate change goals will turbocharge demand for mineral resources,” Fatih Birol, the head of the IEA, said by phone. “Voluntary strategic stockpiling can in some cases help countries weather short-term supply disruptions.”

.....................
The agency has since broadened its remit, advising governments on energy policy and increasingly on climate change. Now the influential watchdog is urging governments to brace against new supply risks as the world becomes increasingly reliant on an array of critical minerals that are often only produced at scale in a handful of countries.

MSC is the ONLY "rare diamond" in the making to ride the tin wave in Bursa.
101 counter.

https://www.stellarresources.com.au/home/investor-information/learn-about-tin/


Tin Market Outlook

Tin prices have soared since the start of 2021 reaching 10-year high’s not seen since the 2011 boom. The LME spot tin price has averaged ~US$28,000/t for the 2 months to 14 April 2021.

(05 May 2021 : USD 32,000 / t)

This is due to strong physical global tin demand growth which has exceed falling global tin supply and is creating an extremely tight market for tin with LME tin stocks reaching near record lows.

Tin Demand
Physical tin demand is growing strongly as a result of:

Covid and the rise of remote working has boosted demand for computers and other home electronics devices. As tin solder is the ‘glue’ connecting everything electronic, this means increased demand for tin.

Continued demand for tin in traditional uses including tinplate, chemicals, lead-acid batteries, alloys and other uses.

Tin Supply

Global tin supply has fallen for each of the last 3 years. Falling global tin supply has been the result of:

* China is the world’s largest miner of tin and smelter of tin metal and has also been a net tin importer this year. Production cuts have occurred in many Chinese tin smelters this year due to tin ore shortages. China is stockpiling tin to meet its goal of self-sufficiency in semiconductors.

* Indonesia (world’s 2nd largest producer) – production has fallen this year due to a poor monsoon season along with ongoing environmental controls and covid issues.

* Myanmar (world’s 3rd largest producer) – production has fallen this year due to the military coup and largely unreliable artisanal and small-scale mining.

* South America (world’s 4th largest producer) supply has been reduced this year due to Covid issues.

Many existing tin mines now have lower grade and diminishing resources. There has been limited exploration or investment in new tin projects and many are either in risky jurisdictions or are low grade deposits.

Tin – The Number 1 New Technology Metal

Tin ranked as the No. 1 metal best placed to benefit from new technology according to a survey undertaken by Boston’s Massachusetts Institute of Technology (MIT) for Rio Tinto in 2018.


~50% of all tin is used as solder in electronics. Solder is the ‘glue’ that connects everything electronic together.

Our clean, new technology future is being driven by robotics, advanced computing, EV’s, energy storage and renewables – these all require more electronics and semiconductors which all need more tin.

Growing research is also showing that tin may be a more effective anode material in Li-ion batteries.

Tin has a wide variety of uses including; solder, tin chemicals, tinplate, lead-acid batteries, copper alloys and other uses. It also has increasing usage as an energy metal for Electric Vehicles.

47% of tin is consumed as lead-free solder by the consumer electronics industry.

Tin chemicals, the second largest end-use with 16% of the market, has the fastest growth.


Post Lithium Ion Batteries
Whilst the current focus is on lithium ion batteries the next generation of cheaper, safer products is already in development, including sodium ion, magnesium ion, potassium ion and other products. Tin, its alloys and compounds are prominent candidates for anode materials in some of these, and a growing number of developments including tin are noted. Although performance of some prototypes already exceeds commercial lithium ion products, it is likely that such products will find their own market space and indeed some are already being used in niche markets.


Solar PV
Tin was early in the race for new ‘earth abundant’ materials to replace expensive and rare elements used in current solar PV technologies such as gallium. The first generation product was a ‘kesterite’ copper tin zinc sulphide (CZTS) developed by IBM. More recently tin has gained attention in ‘lead-free’ perovskite products that have dramatically competitive performance, targeted at new markets for example on architectural glass. Tin is also being explored as a heat energy storage medium on solar farms that concentrate sunlight using mirrors. Apart from the materials themselves, this sector is already benefitting tin use in China particularly through increased use of solder ribbon used to join solar cells, and increased associated electronics production.

Tin (Demand >>>> Supply)

a. EV batteries
b. Semiconductors Industries
c. Solar

Tin is near future "Bitcoin".

Aluminum = PMetal

Tin = MSC , going to be next PMetal (Ringgit 10 before split), before end 4th quarter 2021

Wow, breaking the resistant 0.555 , fly to the sky !

Steel + Alum + Tin counters all experiencing supernova feelings esp. ......... coming weeks.

Steady, sharks flush out ikan bilis to collect more before zoom up.

Aluminum prices keep on increasing, huge money to be made by aluminum companies.

Note: Update (Current situation in China)
1. China many mega projects in stoppage mode as Steels & Aluminum products in short supply.
2. China Import for Steels & Aluminum products in high demand.
3. Competition intense.
4. China mills are looking for JV with steel & aluminum companies in overseas.
5. China Customers have tons of cash trying to get steel & aluminum but many China factories cannot meet demand.
- Many illegals mills being forced closed.

6. Winter period, many China projects need to stop, due to cold condition factors. Is a race against time to get hold supplies in urgency.

Avoid simply buy steels counters, select counters that can produce
a. Rebar (for projects & construction)
b. Hot Coil Roll (industrial & autoimotive).

Lion is one of the 4 counters only that have mining , factory mills and export.

All steel counters go gaga ........ like 2020 gloves "craze" phenomena.


Note: Update (Current situation in China)
1. China many mega projects in stoppage mode as Rebar & HRC in short supply.
2. China Import for Rebar & HRC in high demand.
3. Competition for HRC and Rebar intense.
4. China steel mills is looking for JV with steel companies in overseas.
5. China Customers have tons of cash trying to get Rebar & HRC, but many China factories cannot meet demand.
- Many illegals mills being forced closed.
6. Winter period, many China projects need to stop, due to cold condition factors. Is a race against time to get hold steels supplies in urgency.

Lion did not "dispose" the steel factory in Labuan ..... lucky ?

Properties esp. affordable housing , Semicon Industries Projects , ECRL , Ports , Ship-buildings, Automotive Industries, Solar , O&G services , ........ many industries affected by commodities esp. steels. These are the "norm" mega routine projects.

Nowadays , when small / mid scale properties developments want to buy steel, is based on daily / weekly quotation.
NO more monthly quote. Demand > Supply.

A. HRC & Rebar
1. China 13% Tax Rebates to China Exporters to be cancelled on 01 May 2021 i.e.
a. HRC (esp. industrial & automotive use)
b. Rebar (esp. construction & projects use)

2. China Companies loosing 13% "additional" profit / increase cost into their products => when Export out of China & may limit exports.
- Benefits to Lion ? lets see.

3. HRC & Rebar => price is gaining momentum.

B. NOT for CRC product - China Exporters still can "dump" the products to overseas, as China Govt rebate / "give more money" 13% to support the China Exporters.

- Choooooose carefully who is doing CRC in Msia market.

https://www.spglobal.com/platts/en/market-insights/latest-news/metals/042821-china-removes-vat-rebate-on-steel-exports-cuts-tax-on-raw-material-imports-to-zero#:~:text=10%3A56%20UTC-,China%20removes%20VAT%20rebate%20on%20steel%20exports%2C%20cuts%20tax,raw%20material%20imports%20to%20zero&text=Singapore%20%E2%80%94%20China%20has%20announced%20the,been%20widely%20anticipating%20since%20February.



METALS 28 Apr 2021 | 10:56 UTC Singapore
China removes VAT rebate on steel exports, cuts tax on raw material imports to zero

Singapore — China has announced the removal of VAT rebates on exports of 146 steel products from May 1, a move the market had been widely anticipating since February.

The rebate of 13% of the VAT charged on exports of hot rolled coil, wire rod and rebar will no longer apply from May, according to a statement on the finance ministry's website.

The move to discourage steel exports and loosen imports of steelmaking raw materials comes at a time when China's crude steel output in April reached the second-highest level in history, despite production cuts mandated in the steel hubs of Tangshan and Handan in Hebei province, and as prices of seaborne iron ore reached a record high.

..............

Steel price going to jump like kangaroo.

https://www.bloomberg.com/news/articles/2021-04-22/u-s-aluminum-premium-surpasses-merry-go-round-scandal-record

Markets
Aluminum Commands Record Premium in U.S. Amid Economic Recovery
By Joe Deaux
April 22, 2021, 10:23 PM GMT+7


The premium buyers pay to have aluminum shipped to the U.S. Midwest touched a record high, surpassing the level reached six years ago when banks and trading houses famously joined in “merry-go-round deals” at warehouses to collect higher rents.

.............................................................

The benchmark price of aluminum traded in London is up almost 20% this year in its best start since 2008, propelled by a global economic recovery that’s expected to fuel purchases of everything from autos to toasters. The metal is also rising on bets that China, the biggest producer, will curb supply to cut emissions, with Alcoa Corp. Chief Executive Officer Roy Harvey calling the nation’s steps to rein in output a “game-changer” for the industry.


The pandemic recovery in the U.S. is causing “booming demand” and “skyrocketing freight rates,” with the continuing tariffs on imported aluminum “now fully reflected as part of the perfect storm,” Jorge Vazquez, the managing director at Harbor, said in a phone interview.

Last month’s Suez Canal blockage briefly added more concerns for an unusually tight aluminum market that was already facing a week-long delay on average due to demand for all products -- regardless of whether it was metal or other goods. The sudden rise comes months after premiums were as low as 9.35 cents per pound in August, according to Harbor.

https://www.bloomberg.com/news/articles/2021-04-27/global-steel-boom-builds-as-rampant-demand-overwhelms-supply?srnd=premium-asia

Markets
Global Steel Boom Builds as Rampant Demand Overwhelms Supply


Bloomberg News
April 27, 2021, 2:12 PM GMT+7


Steel prices are spiking from Asia to North America, and iron ore’s relentless march toward a record is accelerating, as bets on a global economic recovery fuel frenzied demand.


The world outside China is finally catching up with the Asian steel giant’s already strong markets as a global rebound drives a powerful wave of buying that can’t be matched by production. Sectors such manufacturing and construction are ramping up and governments have pledged to splurge on infrastructure as they map their post-pandemic path back to growth.

...................................

Pricing Power

Prices for hot-rolled coil, a benchmark steel product, are up threefold in North America from pandemic lows and they’re also soaring in Europe. In China, which has already enjoyed a year of robust demand, steel is the most expensive since 2008.

...................................
Making Money

Meanwhile, higher steel prices and China’s effort to clean up its mammoth and heavy-polluting industry with targeted production curbs has pushed profitability at mills to the highest in more than a decade, according to a Bloomberg Intelligence gauge.

Awaiting steel , aluminum => meletup Kuat Kuat !

Awaiting steel , aluminum => create a BIG BANG !!!

https://leaderpost.com/pmn/business-pmn/copper-jumps-to-highest-since-2011-as-demand-bets-reignite-rally

Bloomberg News

Publishing date:Apr 25, 2021


Copper — a bellwether for the global economy — rose as much as 2.4% to $9,780 a metric ton in London, the highest since August 2011, and settled at $9,751 at 5:51 p.m. local time. The metal has gained 26% on the London Metal Exchange this year.

Iron ore in Singapore jumped to the highest since contracts launched in 2013, while Chinese steel futures reached fresh highs.

...............................


Steel’s stormed higher on a pledge by China to reduce output, though the measures have so far sparked an increase in production as mills churn out supply ahead of possibly more extensive restrictions. At the same time, rebar inventories are declining, signaling robust demand.


..................

The threat of Covid-19 in nations in South America could hamper the export of key industrial commodities like iron ore and copper, said Gavin Wendt, senior resource analyst at MineLife Pty.

https://www.thestar.com.my/business/business-news/2021/04/27/global-re...


Global recovery powers metal boom as copper and steel prices soar


LONDON: Investors looking to gauge the strength of the global recovery need look no further than metals markets.

.............................................................

The US recovery is accelerating and President Joe Biden’s US$2.25 trillion (RM9.22 trillion) infrastructure plan will highlight sectors like electric cars, driving further gains in commodities critical to the green-energy transition.

That’s coming alongside a continued economic boom in China, where a push to reduce emissions is already filtering through to supply cuts for some metals just as demand is picking up.

“Global demand is recovering, led by China, while the green transition is bolstering sentiment further, ” Zhu Yi, an analyst with Bloomberg Intelligence, said by phone.

“In short, demand will stay resilient, while supply won’t expand, upside momentum will go forward.”

............................................


Inner Mongolia has said it would stop approving new aluminum projects as part of the country’s green push, and speculation about curbs in Xinjiang is giving further support to prices at a three-year high.


— Bloomberg

https://www.thestar.com.my/business/business-news/2021/04/27/global-recovery-powers-metal-boom-as-copper-and-steel-prices-soar

LONDON: Investors looking to gauge the strength of the global recovery need look no further than metals markets.

Copper’s at the highest in a decade, aluminum is surging, and iron ore is closing in on a record as steel prices climb.


...............Inner Mongolia has said it would stop approving new aluminum projects as part of the country’s green push, and speculation about curbs in Xinjiang is giving further support to prices at a three-year high.

— Bloomberg

Yeap.
IF Msia govt tak boleh pakai ,

IF MSC can be proactive i.e.
i. Buy a patent and develop EV batteries or M&A
ii. find a JV with local Company to produce EV batteries

- Call for RI or PI,

MSC will shoooooot to the mooon......... 1000 X

TIN because of EV Batteries (Demand > Supply) = Future Gold or "Bitcoin".

As EV is booooooming, MSC is sitting on "gold mine", the next 1 or 2 years ...... prices for MSC is going to be at least 10X - 20X. Better than gloves.

Bankers should know better than us of the demand valuation & tech developments

https://www.thestar.com.my/business/business-news/2021/04/24/ev-policy...


Pro EV Asean Countries : Thailand , Spore , Indonesia


NB: IF Malaysia Govt smart, should
1. Act like Indonesia control nickel export .......

https://www.reuters.com/article/indonesia-mining-idUSL4N2DH17Q

Indonesia, one of the world’s biggest exporters of nickel, banned exports this year while it seeks to develop a full nickel supply chain, starting from extraction, processing into metals and chemicals used in batteries, all the way to building electric vehicles.

2. Same, for TIN export , create supply chain (attract FDI) to build EV batteries factories & export.
Create jobs & transfer of technology.

https://www.thestar.com.my/business/business-news/2021/04/24/ev-policy-shift-needed


Pro EV Asean Countries : Thailand , Spore , Indonesia


NB: IF Malaysia Govt smart, should
1. Act like Indonesia control nickel export .......

https://www.reuters.com/article/indonesia-mining-idUSL4N2DH17Q

Indonesia, one of the world’s biggest exporters of nickel, banned exports this year while it seeks to develop a full nickel supply chain, starting from extraction, processing into metals and chemicals used in batteries, all the way to building electric vehicles.

2. Same, for TIN export , create supply chain (attract FDI) to build EV batteries factories & export.
Create jobs & transfer of technology.

To EV like
EU & US Companies i.e.
a. VW Group (BMW , Porche),
b. Mercedes ,
c. Tesla,
d. Nio
e. Semiconductors industries
f. Solar

TIN Price is NOTHING as long as materials are in place because Western Companies need to create alternate route of sourcing , due to on going Technology (Cold Trade) War.

TIN Materials for Batteries is heating UP ............ infinity !!!!!

To EV like
EU & US Companies i.e.
a. VW Group (BMW , Porche),
b. Mercedes ,
c. Tesla,
d. Nio
e. Semiconductors industries
f. Solar

TIN Price is NOTHING as long as materials are in place because Western Companies need to create alternate route of sourcing , due to on going Technology (Cold Trade) War.

TIN Materials for Batteries is heating UP ............ infinity !!!!!

Semiconductor like TSMC and Apple will have super new competition for TIN Materials as EV automakers will GRAB OR PLACE IN ADVANCE in near future & of course compete with China for sourcing.

TIN = Future Gold / Bitcoin as a result of a person called Elon Masks (TESLA) that push to perfect EV batteries in the world

Semiconductor like TSMC and Apple will have super new competition for TIN Materials as EV automakers will GRAB OR PLACE IN ADVANCE in near future & of course compete with China for sourcing.

TIN = Future Gold / Bitcoin as a result of a person called Elon Masks (TESLA) that push to perfect EV batteries in the world

https://cn.reuters.com/article/instant-article/idUKL5N20U2WK

TIN new usage = EV Batteries


i. LOOK at the diagram
ii. TIN is NO 1 , SUPER HOT for EV battery makers

With New game changer of material usage where MSC has
i. Rich Mining deposits

ii. Super effective New Facility kicking start at 30% running capacity (eventually 80% - 100% in 4th
qtr 2021) before closing old factory in BW in 2022

- The new factory is running on gas, free carbon footprint = meaning it meets the EUR & US environment pollution standard

- EV Battery makers would love to BUY from MSC as is production "clean" from Carbon .

- Who will directly deal with MSC in near term esp EV Companies : TESLA / NIO ..........

wait to be seen as how TESLA approach Indonesia Mining Companies for JV !!!

Great event to be kick start like Pmetal (alum), MSC is going to be one of the TIN poster boys (with another local Company that roar !!!!!)

Lion Mining Company
https://www.liongroup.com.my/ourbusiness.php?id=15

Its investment in a fleet of excavators, dump trucks, wheel loaders, compactor, motor grader, bulldozer, backpusher and cutter suction dredges will drive the company’s goal to be the biggest tin mine in Malaysia and among the top 10 in the world.

Why TIN is going to be IMPORTANT

a. https://cn.reuters.com/article/instant-article/idUKL5N20U2WK

TIN new usage = EV Batteries


i. LOOK at the diagram
ii. TIN is NO 1 , super hot for EV

READ THE DETAILS


b. https://www.internationaltin.org/tin-boosts-silicon-performance-in-lit...

Tin boosts silicon performance in lithium-ion batteries
Apr 22, 2021

Tin nanoparticles are key to stabilising silicon-graphite anodes in lithium-ion batteries, according to the latest published research. This work adds to growing evidence demonstrating tin can significantly boost silicon performance. Adding just 2% tin can dramatically improve silicon conductivity in anodes, for example.


.......
Tin is also very much in the race to improve anode performance, either alone or as a synergist with silicon and other materials. “Tin-based materials are strong candidates as the anode for the next-generation lithium-ion batteries due to their higher volumetric capacity and relatively low working potential”, said Fengxia Xin and co-author Nobel Laureate Stanley Whittingham in their 2020 paper.

Our view: This latest paper highlights another fascinating synergy between tin and silicon, confirming the significant potential for new tin use in lithium-ion batteries over the next decade.

Royal Society of Chemistry paper, January 2021

ITA Report on Tin in Lithium-ion Batteries

...... The rest i let you digest who might approach Lion Grp in future for TIN material i.e. EV Companies => TESLA / NIO to grab the materials in ADVANCE !!!!!

https://www.internationaltin.org/tin-boosts-silicon-performance-in-lithium-ion-batteries/


Tin boosts silicon performance in lithium-ion batteries
Apr 22, 2021

Tin nanoparticles are key to stabilising silicon-graphite anodes in lithium-ion batteries, according to the latest published research. This work adds to growing evidence demonstrating tin can significantly boost silicon performance. Adding just 2% tin can dramatically improve silicon conductivity in anodes, for example.

........................

Tin is also very much in the race to improve anode performance, either alone or as a synergist with silicon and other materials. “Tin-based materials are strong candidates as the anode for the next-generation lithium-ion batteries due to their higher volumetric capacity and relatively low working potential”, said Fengxia Xin and co-author Nobel Laureate Stanley Whittingham in their 2020 paper.

Our view: This latest paper highlights another fascinating synergy between tin and silicon, confirming the significant potential for new tin use in lithium-ion batteries over the next decade.

Royal Society of Chemistry paper, January 2021

ITA Report on Tin in Lithium-ion Batteries

@zyan94 as long as avoid syndicate stocks published by the Edge.

Balance are others good quality penny stocks that have prospects esp. MT

PA is one of them.

PA uptrend slow & steady.

One of the few quality penny stock left

Lets watch, after LBAlum, which counters, aluminum penny stock becoming KYY prime target : PA / Alcom / etc.

Pmetal , LBAlum , PA = > booming.

https://www.marketwatch.com/press-release/aluminium-extrusion-market-s...

Aluminium Extrusion Market Size Valuation To Hit $91.67 Billion By 2027 Due To Rising Usage in Manufacturing of Solar Panel Frames And High Demand From Energy Sector | Million Insights
Published: Jan. 13, 2021 at 8:01 a.m. ET


Jan 13, 2021 (AB Digital via COMTEX) -- The global Aluminium Extrusion Market is expected to reach USD 91.67 billion, by 2027, according to Million Insights, registering CAGR of 3.8 % over the forecast period, from 2020 to 2027. Increasing demand from the energy and electrical sector is a major factor driving the market growth. In 2020, the market growth is expected to hamper due to the COVID-19 pandemic.

Extruded aluminium is majorly used for building high voltage transmission towers in the electrical industry due to its beneficial properties like weldability, high corrosion resistance, and lightweight. These characteristics of extruded aluminium make tower durable along with easy installation which has led to low operation cost and maintenance. The International Energy Agency (IEA) reported that the International Energy Agency (IEA), electricity production is expected to increase globally, especially in Middle East and Africa, and Asia Pacific. By 2020, China is expected to contribute around 20% of global electricity which is anticipated to increase demand for the aluminium extrusion in this country.

Extruded aluminium is widely used for support and manufacturing solar panels frames. Thus, increasing production of solar panels is projected to drive the growth of aluminum extrusion market. Aluminium extrusion is also used in consumer goods applications like consumer electronics, kitchen, railing, ladders, and furniture due to its easy fabrication, cost-efficiency, and lightweight properties.

Further key findings from the report suggest:

• Among products, rods & bars sub-segment is expected to grow with the CAGR of 4.5% in terms of revenue during the forecast period due to increasing demand for electrical industry.

• The building & construction application segment accounted for the highest revenue share of 60.7%, in 2019. This high revenue market share is attributed to rapid industrialization and urbanization in developing regions such as Middle East & Africa and Asia Pacific.

• The electrical & energy application segment is expected to exhibit at a CAGR of 4.8% in terms of revenue during the forecast period due to growing demand from electrical and energy sector.

• In 2019, Asia Pacific accounted for the largest market share of 74.4% in terms of revenue owing increasing number of smart city, metro, and defence projects in China and India.

• New plant set up and capacity expansion are major strategies adopted by the leading players in the aluminum extrusion market.

https://www.marketwatch.com/press-release/aluminium-extrusion-market-size-valuation-to-hit-9167-billion-by-2027-due-to-rising-usage-in-manufacturing-of-solar-panel-frames-and-high-demand-from-energy-sector-million-insights-2021-01-13

Aluminium Extrusion Market Size Valuation To Hit $91.67 Billion By 2027 Due To Rising Usage in Manufacturing of Solar Panel Frames And High Demand From Energy Sector | Million Insights
Published: Jan. 13, 2021 at 8:01 a.m. ET


Jan 13, 2021 (AB Digital via COMTEX) -- The global Aluminium Extrusion Market is expected to reach USD 91.67 billion, by 2027, according to Million Insights, registering CAGR of 3.8 % over the forecast period, from 2020 to 2027. Increasing demand from the energy and electrical sector is a major factor driving the market growth. In 2020, the market growth is expected to hamper due to the COVID-19 pandemic.

Extruded aluminium is majorly used for building high voltage transmission towers in the electrical industry due to its beneficial properties like weldability, high corrosion resistance, and lightweight. These characteristics of extruded aluminium make tower durable along with easy installation which has led to low operation cost and maintenance. The International Energy Agency (IEA) reported that the International Energy Agency (IEA), electricity production is expected to increase globally, especially in Middle East and Africa, and Asia Pacific. By 2020, China is expected to contribute around 20% of global electricity which is anticipated to increase demand for the aluminium extrusion in this country.

Extruded aluminium is widely used for support and manufacturing solar panels frames. Thus, increasing production of solar panels is projected to drive the growth of aluminum extrusion market. Aluminium extrusion is also used in consumer goods applications like consumer electronics, kitchen, railing, ladders, and furniture due to its easy fabrication, cost-efficiency, and lightweight properties.

Further key findings from the report suggest:

• Among products, rods & bars sub-segment is expected to grow with the CAGR of 4.5% in terms of revenue during the forecast period due to increasing demand for electrical industry.

• The building & construction application segment accounted for the highest revenue share of 60.7%, in 2019. This high revenue market share is attributed to rapid industrialization and urbanization in developing regions such as Middle East & Africa and Asia Pacific.

• The electrical & energy application segment is expected to exhibit at a CAGR of 4.8% in terms of revenue during the forecast period due to growing demand from electrical and energy sector.

• In 2019, Asia Pacific accounted for the largest market share of 74.4% in terms of revenue owing increasing number of smart city, metro, and defence projects in China and India.

• New plant set up and capacity expansion are major strategies adopted by the leading players in the aluminum extrusion market.

https://www.utilitydive.com/news/after-year-of-slow-sales-first-solar-looks-to-rebound-in-2021-with-focus-o/595846/


After year of slow sales, First Solar looks to rebound in 2021 with focus on innovation, manufacturing



Dive Brief:
First Solar's net sales fell from $3.1 billion in 2019 to $2.7 billion due to delays caused by the pandemic, CEO Mark Widmar explained during a company earnings call on Thursday.

Despite higher shipping rates, First Solar cut costs by 10% per watt in 2020, and aims to shave off another 11% in 2021, targeting the development of 500-watt modules.

As the company closes out the sale of its development business, Widmar said First Solar will focus on innovation, cutting costs and improving efficiencies. "As we look into the future with a more focused business model, our pace of innovation will be critical to our competitive strengths," he said.


Despite some increased shipping costs, First Solar CFO Alex Bradley said the company grew its gross margins from 18% in 2019 to 25% in 2020, cutting the cost of their modules by 10% per watt year-over-year.


Improved performance has also prompted First Solar to extend its 25-year power output warranty to 30 years, Widmar said, and he indicated that customers and investors can expect more of the same in 2021, as the company completes the sale of its solar development operations and turns its focus to manufacturing and innovation.


Widmar indicated that First Solar has a multi-junction device in early development that he believes could prove to be a disruptive new technology


Beside this, Widmar said, First Solar aims to reduce costs another 11% in 2021 by reducing materials costs by 20-25% and shipping by 15%. Long-term, he said, achieving the company's goal of developing 500-watt solar modules is a critical piece of the company's cost-cutting strategy


Widmar said the company also aims to expand it's manufacturing capacity, while maintaining the company's emphasis on liquidity. First Solar ended 2020 with $1.5 billion in net cash in the bank.

Maintaining a large bank account balance, he said, has proven to be a key competitive advantage for the company by enabling it to weather market turbulence and to self-fund new projects.

This company is Direct beneficiary from Biden $2 trillion infrastructure package !

Potential MYR Bils Contract Renewal !

.............. From the above, we understand that Second Series 6 Factory in Malaysia already exit ramp in Q1.
This helps FIRST SOLAR to expand the manufacturing capacity to next level +38% from year 2020.


The contract ending Q1 2021 (3 Years from Q1 2018).

Will PA Resources get the renewal ? If yes, we expect the contract should be more than RM1bil.

enlightenedAs First Solar forecasted 8.7GW capacity in 2021

2018 - 5.6 GW
2019 - 6.1 GW
2020 - 6.3 GW

Total 3 Years : 18 GW

2021E : 8.7GW
2022E : 9.4GW

Total 2 Years E : 18.1 GW (+50% At least)


Biden's massive $2 trillion infrastructure package is a provision that would require every state to generate all of its electricity by 2035 from fuels that do not produce any of the carbon emissions linked to global climate change.

Such a transition would trigger a massive spending boom in wind and solar power -- at least doubling the pace of investment now.


https://klse.i3investor.com/blogs/triumphinbursa/

https://www.sharetisfy.com/2020/11/pa-7225-pa-resources-bhd-future-of.html


Because alluminium price as per today keep on increasing upward.


As we can see, many new car increase using Aluminium. Luxury vehicles such as Ford, Audi, and Mercedes Benz have increased the adoption of aluminum as a versatile material of choice in body structures including engine, transmission, and wheels.


If we look at PMETAL, then it's no reason to ignore PA.

They both have similar.


First Solar is a very big solar company in USA, its PA client. From our sources we believe that they will renew this contract soon, and with even bigger amount, because BIDEN win the USA election.

1. PA is on a strong recovery trend in technical and fundamental.

2. Alluminium price and demand is increasing.

3. PA doing share consolidate, which we can see VIVOCOM and many other case after split price will goreng up big.

4. First solar is their client, which is going to benefit them even more in future.

5. The price is just waking up, it will continue go up until share consolidate done, and go even higher.

http://bursalogicanalysis.blogspot.com/2020/11/pa-future-of-aluminium-is-bright.html

https://www.thestar.com.my/business/business-news/2021/04/02/miti-conducts-anti-dumping-probe-on-imports-of-stranded-steel-wires-from-china


Miti conducts anti-dumping probe on imports of stranded steel wires from China
COMMODITIES
Friday, 02 Apr 2021

2:53 PM MYT

Sharks still keep collecting shares for the past weeks

Malaysia Solar LSS4 & US & Vietnam huge demand are chasing "limited" resources
booming for Aluminium related sectors

US Tax Break for Green Energy in solar sectors + US Billions funds pump into solar ....... First Solar will benefits

=> PA orders spike up near terms !!!!!!!

China which is in big mode buying the testing equipment for semicon industries & Aem have factories in China.

Sharks keep collecting the shares for the past 1.5 months. As some people say will be similar like mini future inari

wonder with 40 b project in Langkawi ....... the Dubai (BZI) might also buying in dad shares

https://www.bloomberg.com/news/articles/2021-03-21/hedge-fund-investors-with-812-billion-see-asia-as-preferred-bet?srnd=premium-asia


Hedge Fund Investors With $812 Billion See Asia as Preferred Bet

David Ramli and Bei Hu


March 22, 2021, 4:00 AM GMT+7