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23.03.26 - 12:52
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Rohstoff- Wochenausblick: Alle Blicke weiterhin auf den mittleren Osten gerichtet (SG)
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Die Lage im Mittleren Osten ist am Mittwoch weiter eskaliert, nachdem Israel die größte Gasverarbeitungsanlage Irans im South Pars Gasfeld angegriffen hatte. Dieses gehört zum weltgrößten Gasfeld, das sich der Iran mit Katar teilt. Der Iran griff daraufhin die weltgrößte LNG-Verflüssigungsanlage in Katar an und beschädigte diese offenbar schwer. Laut Angaben Katars dürften die LNG-Exportkapazitäten für die nächsten 3-5 Jahre um 17% eingeschränkt sein.. --- Insofern dürfte in den kommenden Tagen viel davon abhängen, ob die gegenseitigen Angriffe auf die Energieinfrastruktur aufhören. Ansonsten könnten länger anhaltende Angebotsausfälle drohen, selbst wenn die Durchfahrt durch die Straße von Hormus für den Schiffsverkehr in absehbarer Zeit wieder möglich sein sollte.. --- Am Industriemetallmarkt herrscht weiterhin ein gemischtes Bild.. --- Der Goldpreis ist derweil bereits deutlich auf dem Rückzug..
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23.03.26 - 08:00
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HS2 firm says new steel tariffs will ′exacerbate′ cost pressures for UK construction industry (The Guardian)
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Doubling tariffs on imported steel will raise cost of the metal when Iran war is already inflating steel and concrete pricesOne of HS2's biggest contractors has warned the government that raising tariffs on foreign steel imports will “exacerbate” cost pressures for the UK construction industry, amid growing concern over the £100bn railway's rising budget.Ministers said last week they would double the tariffs on imported steel and slash the amount that can be bought from overseas, in an attempt to save Britain's struggling steelmakers. Continue reading......
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23.03.26 - 01:18
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Aluminum foil costs push capacitor prices higher in Taiwan and Japan (Digitimes)
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Following earlier price increases for tantalum capacitors and inductors, the aluminum capacitor supply chain is now seeing further price adjustments. Taiwanese manufacturers say end-market demand remains strong only in the AI sector, while upstream raw material prices — metals in particular — continue to climb, nearing a critical cost threshold for suppliers. The passive components industry's "cost defense battle" has now spread from inductors and chip resistors to aluminum capacitors....
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21.03.26 - 09:36
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′Yes to fields of wheat, no to fields of iron′: how the world′s greenest country soured on solar (The Guardian)
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In Denmark, the spread of solar panels has become a divisive issue among voters, especially in rural areasIn one telling of the story, the golden fields of a proud farming nation are under attack. Besieged by an industrial sprawl of solar panels, they are being smothered at the behest of an urban elite.That narrative has failed to thrive in conservative heartlands such as Texas and Hungary, which have embraced solar power while lambasting green rules. But it is taking root in Denmark, the most climate-ambitious nation on Earth. “We say yes to fields of wheat,” said Inger Støjberg, the leader of the rightwing populist Denmark Democrats in a speech in 2024. “And we say no to fields of iron!” Continue reading......
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21.03.26 - 02:24
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IDF Iron Dome Operator Arrested, Charged With Spying For Iran (ZeroHedge)
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IDF Iron Dome Operator Arrested, Charged With Spying For Iran
There's quite obviously been Israeli intelligence inroads into Iran, which at times US and Israeli officials themselves have boasted about, with Tehran recently announcing efforts to round up and arrest "traitors" - and there's even in some cases been executions of the accused.
Inside Israel, there are also fears of locals spying for Israel - but the phenomenon remains much less common (as far as anyone knows). That's why the latest headlines are likely a shock to the Israeli establishment. On Friday an Israeli reservist tied to the country's missile defense network has been charged with serious security offenses after allegedly working with Iranian intelligence.
Police have identified Raz Cohen, a 26-year-old from Jerusalem, who served in the Iron Dome unit, as the alleged culprit. It's been revealed he was arrested March 1, merely one day after the joint US-Israel war on Iran kicked off. "These included passi...
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