Die Deutsche Rohstoffagentur (German Mineral Resources Agency) - Background and Concept -

Transcription

1 Die Deutsche Rohstoffagentur (German Mineral Resources Agency) - Background and Concept - Dr. Hildegard Wilken Head of Sub-Department Economic Geology of Mineral Resources Federal Institute for Geosciences and Natural Resources / German Mineral Resources Agency

2 The German Mineral Resources Agency: Background and concept Political Background Germany s Situation of Mineral Resources Markets The Mineral Resources Sector in BGR today Expanding to the German Mineral Resources Agency (Concept) Next Steps

3 Political background: Starting point Government Policy Statement of Mr. Brüdele, Minister of Economics and Technology, 23rd of April 2010, German Parlament:. Wichtig ist, dass wir die Markttransparenz im Rohstoffbereich deutlich erhöhen. Dazu werden wir die Bundesanstalt für Geowissenschaften und Rohstoffe zur zentralen Rohstoffagentur für die deutsche Wirtschaft ausbauen.. ( it is important, that we are enhancing transparency in the resource markets. For this purpose we will expand the Federal Institute for Geosciences and Natural Resources to be the central resource agency for the German Economy )

4 Political background: Measures 2010 Mineral Resources Dialogue by Minister Brüderle with representative of economic associations, enterprises and labour unions (May - June 2010) 3 Working Groups (Politics + Economy; Leadership BMWi): Foreign Trade, Financial Management, Raw Material Efficiency Foundation of the German Mineral Resource Agency 4th of October 2010 by Minister Brüderle in BGR Mineral Resources Strategy of the German Government (Okt. 2010) Securing Germany's sustainable supply of non-energy mineral resources 3. BDI-Mineral Resources Summit on (BDI The Umbrella Organization of German Industry)

5 Germany s situation of mineral resources markets Import Dependency on Metals and High-Tech Minerals Continous Rise of Mineral Resources Demand: Economic Growth of emerging Markets Volatile Mineral Resources Prices: Company Concentration, Spot Market Speculations Geostrategic Risks / Country Concentration of Mineral Production Distortions in Trade and Competition Limited Availability / Critical Minerals

6 Germany s dependence on imports (2008) 432% Potash 69% Sulphur 31% Gipsum & anhydrite 6% 6% 1% 0.6% Aggregates Rock salt Limestone and dolomite Lignite 4.3% Kaolin 9.5% 23% Feldspar 28% Lead exports -consumption ratio Self-supply rate imports consumption ratio, * Share of primary metal production in total refined production 44% 47% 48% 72% 78% 84% 88% 97% Bentonite Aluminium Copper Hard coal Baryte Natural gas Fluorspar Petroleum Soapstone & Talc Magnesite Phosphate Graphite Metal ores and concentrates) 100% 0% 100% Source: BGR

7 Germany s commodity imports (2009) Metal industry: 23,537 companies 3.4 m employees Precious metals Industrial minerals 2% Other metals <1% Ferro alloys 7% 4% Iron, steel 4% Non-ferrous metals 11% Imports bn Petroleum 35% Other energy resources 4% 5% Coal Natural gas 28% Source: BGR

8 Value of the German commodity imports Commodity imports [bn ] Industrial minerals Metals Energy 86.2 bn Source: BGR database

9 Germany is customer throughout the world (2009)

10 Global use of selected commodities (2008) % 70 Share of the top 5 countries 45, ,9 35,7 28,1 25,2 35,2 37,7 32, CN CN CN CN JP CN USA USA USA JP CN USA USA USA USA USA 9,4 D USA CN JP D JP JP D JP Ind D JP D D Kor Kor Ind Ind JP Kor Kor JP Kor Kor Ind Rus RSA Al Pb Cu Ni Zn Sn Steel Oil Hard Coal CN CN Source: BGR database

11 LME commodities: Development of relative prices LME prices, (US$/t) Aluminium Lead Copper Nickel Zinc Tin 2,344 2,276 8,114 23,762 2,192 25,047 Brent oil: US$/barrel ( ) Stand:

12 Global distribution of metal reserves Distribution of more than 50 % of the world reserves: Poland 6% 18% Russia 22% 7% USA 9% Jamaica 35% Kazakhstan 31% China 32% Iron ore 18% Bauxite 30% Brazil Chromite Copper Chile PGM REE Guinea 88% 12% RSA 7% Indonesia 14% 19% Australia Source: BGR database, USGS

13 Market power: Iron ore (2008) Production Seaborne trade Others 65.8 % Vale 17.8 RT 8.6 Others 31.5 % Vale 32.8 BHP 7.8 BHP 17.1 RT 18.6

14 Iron ore (fines): Contract and spot prices CVRD fines 64,5% Fe Hamersley fines 64% Fe Fines spot price 63,5% Fe April 2010: Change of price agreements Price [US$/mt]

15 Rare Earth Elements (REE): Production 2009 China t Brazil 700 t India t Malaysia 400 t Source: USGS

16 REE: Demand for future technologies % 6% Others Ceramics REO [ 1000 t] % 4% 8% 13% 16% 15% 7% 7% 5% 8% 21% 20% 18% 16% 13% 12% Illuminants Magnets Metallurgy (Alloys) Polishes 20 18% 12% 10% 22% 20% 19% Glasses Catalysts Source: Kingsnorth 2008, IMCOA 2009

17 REE: Resources in Mt Reserves (2009) Reserve base (2008) USA CIS China Others 23 Brazil 0,084 0,048 3,1 India 1,3 0,035 Malaysia 0,030 Australia 5,4 5,8 Source: USGS

18 REE: World consumption 140 Consumption REO [ 1000 t] % 23 % 29 % 25 % 11 % 11 % 24 % 54 % 6 % 15 % 19 % 60 % %: share of world consumption Rest of world USA Japan China

19 Organisation of BGR Federal Institute for Geosciences and Natural Resources: German Mineral Resources Agency Z. Central Affairs 1. Energy Resources, Mineral Resources 2. Groundwater and Soil Science 3. Underground Space for Storage an Economic Use 4. Geoscientific Information, International Cooperation Staff Technical Equipment, Internal Services Organisation Budget and Financial Management Procurement, Materials Management Marine Resource Exploration Resource Geology, Polar Geology Resource Geochemistry Geophysical Exploration Resources and Near Suface Processes Spatial Data on Groundwater and Soils Groundwater Resources Geological-geotechnical Exploration Geological-geotechnical Site Assessment Subsurface Use, Geological CO2 Storage International Cooperation Geodata, Geological Information, Stratigraphy CTBT, Central Seismological Observatory Central Information Technology Library, Archive Public Relations, Publications Economic Geology of Energy Resources Economic Geology of Mineral Resources Properties and Dynamics of Soils Geological-geotechnical Safety Analyses Geo-Hazard Assessment, Remote Sensing

20 Principles of the German Mineral Resources Agency Developing as Interface an Information and Advisory Plattform for politics and economy in the field of mineral resources Stepwise Constitution of the German Mineral Resources Agency until 2013 Established within the BGR: based on the expertise and infrastuctur of the BGR in the field of mineral resources Adapted to the requirements of the German industry (producing and processing of raw materials, mining engeneering) Main focus: Mineral and energy Resources Availability / supply of raw materials Assessment of resource potential Raw material efficiency

21 Concept of the German Mineral Resources Agency: 5 Modules Module 1: Resource infomation system Informationen und analyses Information and advising industry, politicians and decision makers Increasing transparency in the resource markets Module 2: Service for the German industry Supporting the German industry in the raw materials supply sector (supply risks, supply resources, co-operation with mining companies,...) Module 3: Expert advice vor state promotional programmes in order to secure the raw materials supply of the German industry Module 4: R&D projects with or in the forefront of the German industry Research of new resource potentials Development of new instruments and methods in resource and mining economics Modul 5: Co-operation with resource-rich countries Establishing contacts to resource-rich countries Supporting developing countries with the sustainable use of their resource potential Integration of developing countries in the international resource economy

22 Next Steps Suvey of the needs of the German industry in the raw materials supply sector (Dec.-Jan.) Co-operation meetings with Counterparts und Economic Associations Operation Planning: organisation and next projects Web-Site Concept Deutscher Rohstoff- und Materialeffizienzpreis from 2011

23 Publication of the German Mineral Resources Agency Assessment of the countries of Africa, Asia, Russia and South America concerning the economic importance of raw materials supply for Germany

24 Contact Office of the German Mineral Resources Agency +49 (0) Thank you!