Ölbohrer & Ölserviceunternehmen

[Benjamin]

SCHOELLER-BLECKMANN AG, WKN: 907391, €
www.sbo.at, Anbieter auf dem Gebiet der Hochpräzisionsteile für Richtbohrtechnologie der Ölfeld-Ausrüstungsindustrie, Zertis + OS erhältlich



Call WKN: CM3NCP, Spread 0,05€ (!)

Long WKN: RCB2QE, Knock Out 21,50 EUR, Laufzeitende
17.09.10






Schlumberger Ltd., WKN: 853390, $, Zertis + OS erhältlich
Schlumberger is the leading oilfield services provider, trusted to deliver superior results and improved E&P performance for oil and gas companies around the world.






TRANSOCEAN LTD, WKN: A0REAY, $, Zertis erhältlich
www.deepwater.com the world’s largest offshore drilling contractor, provides mobile offshore drilling units to find and develop oil and natural gas reserves. 20,000 employees, offshore drilling performance
News: http://www.finanznachrichten.de/nach...transocean.asp






Long endlos Zerti auf TRANSOCEAN LTD: WKN: BN3J9U, Knock Out 61,4603 USD, Spread 0,01€




Dow Jones U.S. Exploration & Production Index





SPDR Oil & Gas Exploration & Production ETF Index

[Benjamin]

S&P Oil & Gas Drilling Open End Zertifikat, NL0000414001 / ABN2BZ, €
Auflegung 22 Unternehmen. Die Unternehmen im Index müssen über eine Mindestkapitalisierung von 500 Millionen US-Dollar verfügen und ein tägliches Handelsvolumen von durchschnittlich 1 Million US-Dollar aufweisen. Der Index wird auf Total Return-Basis
berechnet, d.h. anfallende Nettodividenden werden reinvestiert.
Der Index Der ABN AMRO Deep Sea Oil & Gas Drilling Total Return Index wird von Standard & Poor’s® berechnet und halbjährlich auf seine Zusammensetzung hin überprüft. Das Anlageuniversum
beinhaltet dabei weltweit alle Unternehmen aus dem Bereich Tiefseebohrungen, Überwasserversorgung, Seismographie und Unterwasserkonstruktionen.
Transocean Inc 4,54%
Diamond Offshore Drilling Inc 4,54%
Noble Corp 4,54%
Seadrill Ltd 4,54%
Cameron International Corp 4,54%
FMC Technologies Inc 4,54%
Pride International Inc 4,54%
Fugro N.V. 4,54%
Acergy 4,54%
Oceaneering International Inc 4,54%
Odfjell Invest Inc 4,54%
Fred Olsen Energy ASA 4,54%
Subsea 7 Inc 4,54%
Drill-Quip Inc 4,54%
ProSafe SE 4,54%
Ocean RIG ASA 4,54%
Hornbeck Offshore Serv. Inc 4,54%
Songa Offshore ASA 4,54%
Ezra Holdings Ltd 4,54%
Swiber Holdings Ltd 4,54%
Newpark Resources 4,54%
Gulf Island Fabrication Inc 4,54%






Philadelphia Oil Service Sector Index Open End Zertifikat
NL0000031052 / ABN1H6, Longs erhältlich





S&P Composite Oil Drilling Index MINI Long, NL0009015312 / AA1MU1 (schwächster Long)





DAXglobal® Asia Oil & Gas Index Open End Zertifikat, NL0000812915 / AA0FXL





Noble Corp, WKN: A0RL3C, $, keine Zertis
Noble is a leading offshore drilling contractor for the oil and gas industry. Noble performs, through its subsidiaries, contract drilling services with a fleet of 62 offshore drilling units (including five rigs currently under construction) located worldwide, including in the Middle East, India, the U.S. Gulf of Mexico, Mexico, the North Sea, Brazil, and West Africa. Noble's shares are traded on the New York Stock Exchange under the symbol "NE". www.noblecorp.com





SBM Offshore Group
SBM Offshore N.V. is a pioneer in the offshore oil and gas industry. Worldwide, we have over 5,000 employees representing 47 nationalities, and are present in 15 countries. Our activities include the engineering, supply, and offshore installation of most types of offshore terminals or related equipment. In addition, SBM Offshore owns and operates its own fleet of Floating (Production) Storage and Offloading units. SBM Offshore has a track record of developing innovative, cost-effective solutions for the ever-changing needs of its Clients. Each company of the group contributes its technical expertise, making SBM Offshore a market leader.
http://www.sbmoffshore.com/
WKN: A0JLZV (Long: WKN: BN3HPU)







Rowan Companies, Inc. WKN: 856148, $, keine Scheine
Rowan Companies, Inc. is a major provider of international and domestic contract drilling services. Rowan also owns and operates a manufacturing division that produces equipment for the drilling, mining and timber industries. Our manufacturing division built the first jack-up drilling rig in 1955 and has designed or built more than 200 rigs since, including all 22 in our fleet.
http://www.rowancompanies.com/fw/main/Home-1.html

[Benjamin]

Is It Safe? Idle Rigs Could Hurt Transocean
Richard Widows
05/28/09

"Is It Safe?" is a daily feature by TheStreet.com Ratings that looks at a company's risk and reward potential. Find out if your stocks are safe each morning at 4.
Transocean's(RIG Quote) cheap shares and dominance in offshore oil drilling make it seem like a sure bet. But its investors might have to wait at least a year for any significant gains.

The Switzerland-based company is the world's biggest offshore driller with 136 rigs, including 34 that can run in water deeper than 4,500 feet. With demand for petroleum picking up and the price of crude oil edging higher, that seems like a favorable position.

However, Transocean rigs might sit idle as oil and gas producers cut capital spending this year. Overcapacity could stifle earnings at least though next year and potentially through 2011, according to at least one analyst. That means Transocean will collect less lease fees from customers that use its equipment, making profits elusive.

Judson E. Bailey, a managing director at Jefferies & Co.(JEF Quote), expects the firm's net income to decline through 2011. He says the deepwater drilling industry might be "modestly oversupplied by late 2010 to 2011, thus facilitating a sharper and more prolonged dayrate and earnings downturn." He downgraded the company to "hold" from "buy" in a recent report.

Transocean, which controls 38% of the deepwater drilling market, has a history of wide stock-price swings. After falling below $20 in 2003, the stock climbed to $160 last year. When crude prices collapsed to less than $40 after approaching $150 last July, the company's shares imploded. They've since recovered, rising 61% this year as the Morgan Stanley Oil Service Index climbed 43%.

Analysts expect Transocean's profit to change only slightly during the next two years compared with 2008, when it earned $13.09 a share. The shares have been trading at 5.8 times this year's projected earnings, less than half the industry's average price-to-earnings ratio of 12.

Even though the shares seem like a good buy, Bailey says Transocean investors "should think about taking profits at current levels and eventually redeploying funds" in drillers such as
Ensco International (ESV),
Noble (NE) ,
Pride International (PDE) and
Rowan Cos. (RDC) .




Bailey expects profits of some of the competitors to trough next year.

TheStreet.com Ratings grades Transocean a C-plus, a "hold" recommendation. Even though Transocean is the industry's leader, its competitors offer more growth potential.



07.05.2009
Transocean quarterly profit tops Wall St, stock up
By Braden Reddall

SAN FRANCISCO, May 6 (Reuters) - Transocean Ltd reported a lower quarterly profit as the largest offshore rig contractor was hit by a slowdown caused by weak energy prices, but its shares rose as earnings topped estimates and oil prices hit a 2009 high.

Chief Executive Bob Long said the company is well positioned with nearly $36 billion of contracts in hand and a firm stake in the still-healthy deepwater market, though he forecast more weakness for shallow-water rigs.

'It would be very difficult to build a compelling case for recovery in jackups as early as 2010,' Long told analysts on a conference call. 'There is just too much new capacity coming on without contract.'

The company, with a fleet of 136 offshore units and 10 newbuild ultra-deepwater rigs, announced late on Tuesday it was taking three jackups in Africa out of service.

First-quarter net profit fell to $942 million, or $2.93 per share, from $1.15 billion, or $3.58 per share, a year before. Revenue rose less than 1 percent to $3.12 billion.

Before items, Transocean earned $3.75 per share, compared with the Reuters Estimates average of $3.50 expected by analysts, joining a growing list of energy companies to outperform diminished expectations.

Macquarie Securities analyst Angie Sedita, who rates Transocean shares as 'outperform,' welcomed its focus on cost control, with total expenses 7 percent below her forecast.

The entire sector got a boost on Wednesday from a rally in crude oil prices to 2009 highs as U.S. crude inventories did not rise as much as expected.

Shares of Transocean rose 2.2 percent to $75.54, touching a six-month high of $77.40 earlier. The stock is up 58 percent in 2009, comfortably outperforming a 38 percent increase in the Philadelphia Stock Exchange oil service index.

Transocean's nearest competitor, Diamond Offshore Drilling Inc , also topped Wall Street's first-quarter estimates thanks to strength in deepwater drilling.

Among others, Noble Corp and Nabors Industries Ltd also managed better-than-expected first quarters despite the tough macroeconomic environment.

Smaller rival Atwood Oceanics Inc reported later on Wednesday a profit for its second quarter ended March of $56.4 million, or 88 cents per share, above the 79 cents expected by analysts and 65 cents a year before. Revenue grew 24 percent to $141 million.



ENSCO International Inc., WKN: 891183, $, www.enscous.com keine Zertis oder OS
global offshore oil and gas drilling contractor, worldwide exploration and development efforts, fleet of 52 rigs (including six ultra-deepwater rigs under construction) is strategically located in the most prolific domestic and international oil and gas markets and is managed through four major business units including: Deepwater, Asia Pacific, Europe / Africa, and North & South America.







MIDNIGHT OIL EXPLO COM, WKN: B068S36, CAD
junior exploration and production company that focuses on selected multi-zone, high-potential areas of the Western Canadian Sedimentary Basin. Number of Employees: 29 !!!

[Benjamin]

DIAMOND OFFSHORE DRILLING, WKN: 897577, $, keine Scheine verfügbar
Diamond Offshore provides contract drilling services to the energy industry around the globe and is a leader in deepwater drilling. Our fleet stands today at 45 rigs, including 30 semis, one drillship and 14 jack-up rigs. http://www.diamondoffshore.com/




Murphy Oil Corp, WKN: 856127, $, keine Scheine, http://www.murphyoilcorp.com/
Murphy Oil Corporation is an international oil and gas company that conducts business through various operating subsidiaries. The Company produces oil and natural gas in the United States, Canada, the United Kingdom and Malaysia and conducts exploration activities worldwide. The Company owns refining and marketing operations in the United States and the United Kingdom. Murphy USA Marketing Co. (Murphy Oil USA, Inc.) operates retail gasoline stations under the Murphy USA® brand across 20 states in the U.S. These are high-volume, low-cost retail gasoline stations, primarily in the parking areas of Wal-Mart Supercenters. Murphy Oil USA, Inc. also operates a network of 12 Company-owned terminals. These terminals, along with numerous third-party terminals, provide fuel supply to retail and branded wholesale stations throughout 23 states.
Murphy Oil Corp. led the way (im Bereich "ultra-deepwater")
with a find (eines Ölfeldes) at 9,975 feet (3,040 meters ). In 2008 Shell Oil said it set a water-depth record by drilling and completing an oil well in 9,356 feet (2,851 meters ) of water in the Gulf, part of its Perdido Development project about 200 miles (320 kilometers) south of Houston. For now (2009), Anadarko Petroleum Corp. operates the world's deepest producing platform in the Gulf of Mexico. Independence Hub, which began producing natural gas in 2007, is moored in about 8,000 feet (2,438 meters ) of water about 120 miles (193 kilometers) southeast of Biloxi, Mississippi.








Halliburton Company, WKN: 853986, $
We serve the upstream oil and gas industry throughout the life cycle of the reservoir – from locating hydrocarbons and managing geological data, to drilling and formation evaluation, well construction and completion, and optimizing production through the life of the field.
http://www.halliburton.com/ps/







Platts Brent Spot Intraday Indication




Im Vergleich dazu das open end-Zerti auf Brent: 256678


Brent Crude Oil Quanto Open End Zertifikat, NL0000407625 / ABN14R

[Benjamin]

Total, WKN: 850727, €, Scheine verfügbar http://www.total.com/
Total is one of the world’s major oil and gas groups, with activities in more than 130 countries. Its 96,000 employees put their expertise to work in every part of the industry - exploration and production of oil and natural gas, refining and marketing, gas&power and trading. Total is working to keep the world supplied with energy, both today and tomorrow. The Group is also a first rank player in chemicals.

Total has been active in Exploration and Production in the United States since 1957.

In the Gulf of Mexico where Total focuses on the deepwater, Total is currently participating in two major development projects: Total holds an equity share of 17% in the Tahiti project (start-up in mid-2009) and also owns 33% of the Chinook project (start-up mid-2010). Total also operates two producing deep shelf fields, Matterhorn and Virgo.

Total is present in other areas of the United States. The Group has acquired a 30% working interest from Chevron in several onshore exploration blocks in the White Hills area, Alaska, on which an exploration program is currently underway. Additionally, Total has a portfolio of exploration blocks in the Beaufort Sea, offshore Alaska.

Recently, Total acquired a 50% stake in IDT Corporation’s American Shale Oil, LCC (AMSO) subsidiary, to jointly develop a research and demonstration program to produce and commercialize oil shales on AMSO’s federal leasehold in western Colorado. Total also enters into an offshore exploration permit in the Nile Basin, Egypt. This award brings Total back to Exploration and Production in Egypt, where it was previously present between 1975 and 2001. Total intends to bring its experience of deepwater developments to Egypt. Total is also present in downstream, through its marketing subsidiary Total Egypte.

In North Africa, Total is present in Exploration and Production: in Libya with exploration and production assets located offshore and onshore, and in Algeria with onshore gas production permits.









The Long View on Deepwater Drilling
http://www.fool.com/investing/genera...-drilling.aspx

Toby Shute, May 8, 2009

Whenever we stop to check in on the results of the offshore drillers, it's important to consider the Long view -- that is, the perspective of Bob Long, CEO of Transocean (NYSE: RIG).

Long kicked off Transocean's quarterly conference call with a note of optimism on the deepwater market. Yes, the company's seen bidding activity sputter since the revenue backlog peaked back in the third quarter of 2008, but the dayrates on this year's three fixtures, falling in the mid-$500,000 to low-$600,000 range, are still historically strong. It's exactly those sorts of long-term contracted rig rates that provide Transocean a fat $17.4 billion free cash-flow backlog, which now exceeds total debt by $4 billion.

Transocean has five new rigs going to work this year for supermajors including Chevron (NYSE: CVX), StatoilHydro (NYSE: STO), and BP (NYSE: BP). Not to beat a dead Thunder Horse, but these are A-list clients. Those rigs will deliver a huge stream of cash next year, when another five rigs hit the water.

Transocean is riding a comfortable wave compared to largely mid- and shallow-water oriented drillers such as Atwood Oceanics (NYSE: ATW) and Ensco International (NYSE: ESV). Given the softness emerging in those markets, both of those companies have to be pretty happy they've ordered up some deepwater rigs of their own -- even though Atwood is paying a relatively steep $750 million for its second semisubmersible.

At the end of the day, the Long view largely conforms with my own: Transocean, like the deepwater-levered Pride International (NYSE: PDE), has nothing treacherous standing in its path.


Nachrichten "Deepwater": http://www.finanznachrichten.de/such...ords=deepwater

[Benjamin]

Transocean (ISIN: CH0048265513), einer der führenden Anbieter von Tiefseebohrungen.

High-Specification Offshore Drilling

We are a leading international provider of offshore contract drilling services for energy companies, owning and operating among the world's most versatile fleets with a particular focus on deepwater and harsh-environment drilling. Our fleet of 79 mobile offshore drilling units includes the world's largest fleet of high-specification rigs consisting of ultra-deepwater, deepwater and premium jackup rigs. In addition, we have nine ultra-deepwater drillships and five high-specification jackups under construction.
http://www.deepwater.com/

News: http://www.finanznachrichten.de/such...he=transocean+
--------------

TRANSOCEAN LTD.
Turmstraße 30
CH-6300 Zug
www.deepwater.com


Transocean Ltd. bezeichnet sich seit der Fusion mit GlobalSantaFe im Jahr 2007 als das weltweit größte Offshore-Bohrunternehmen. Das Unternehmen mit Sitz in der Schweiz hat sich auf den Bau von Förderanlagen für Öl- und Gasquellen spezialisiert, die in tiefen Gewässern und in schwer zugänglichen Regionen eingesetzt werden. Transocean verfügt über eine Flotte mit mehr als 130 mobilen Bohrstationen, die das Auffinden und die Förderung von Öl- und Erdgasvorkommen vor allem in großen Tiefen von 4.500 Fuß möglich machen. Hinzu kommen Fördertürme, Bohr-Hubinseln und Bohrschiffe. Neu entwickelte Fördertechniken sollen in noch größeren Tiefen eingesetzt werden. Zu den Kunden des Unternehmens zählen globale Energiekonzerne, nationale Ölfirmen und unabhängige Fördergesellschaften. Transocean agiert weltweit in Amerika, Europa, Asien, Australien und Westafrika. Der schwerste Unfall der Unternehmensgeschichte ist die Explosion der Öl-Plattform Deepwater Horizon im Golf von Mexiko 2010.

[Benjamin]

Earth Exploration Fund UI , A0J3UF, €
weltweit gelistete Aktienwerte aus den Bereichen Öl / Gas, Edelmetalle, Basismetalle, Uran, Diamanten, erzhaltige Sande und Kohle. Rohstoffexploration und / oder - förderung, Rohstoffverarbeitung sowie Ausrüstungsindustrie bzw. der Erbringung von Serviceleistungen für Rohstofffirmen

Laut letztem Halbjahresbericht viele kleine Unternehmen, die großen Standardwerte in diesem Segment fehlen ganz. Laut aktuellem Factsheet sehr viele kanadische Kleinunternehmen.
http://www.universal-investment.de/E...17378094090443





STABILITAS-Gold+Res.Spec.Situ., A0MV8V, €
Der Fonds investiert hauptsächlich in internationale Aktien von Unternehmen der Branche Rohstoffe. Daneben investiert der Fonds in Aktien von Unternehmen der Branche Edelmetall. Der Fonds investiert dabei überwiegend in Unternehmen, die a) seltene Metalle wie u.a. Molybdän, Wolfram, Titan, Lithium, Tantal oder Chrom explorieren, fördern oder verarbeiten; b) sich in einer Sondersituation wie etwa einer zu erwartenden Übernahme oder eigenen Akquisitionen befinden. c) eine Neuentdeckung bzw. deutliche Ausweitung der bestehenden Ressourcenbasis erwarten lassen. www.axxion.lu




Carmignac Portf.-Commodities, Fonds 914233 , €
investiert in Aktienwerte von Rohstoffproduzenten.




JB Multipart.-Sam Smart Energy, WKN A0LB5F, CHF
Mindestens 80% des Vermögens werden in Aktien und anderen Beteiligungspapieren von Unternehmen investiert, die Technologien, Produkte und Dienstleistungen anbieten, die eine effiziente Verwendung von Energie gewährleisten. www.juliusbaer.com

[Benjamin]

Steht der Ölpreis vor einer Korrektur?
26. Mai 2009

...

http://www.faz.net/aktuell/finanzen/...r-1795548.html

[Benjamin]

Geldanlagen
Spekulanten treiben Rohstoffpreise in die Höhe
(45) Von Frank Stocker 25. Mai 2009

Erdöl, Metalle und Lebensmittel werden seit einigen Wochen teurer. Verantwortlich dafür sind Spekulanten, die auf einen bevorstehenden Aufschwung hoffen. Auch wenn die neuerliche Belastung des eigenen Geldbeutels ärgerlich ist – es gibt es auf lange Sicht einen guten Grund für den Preisanstieg.

...

http://www.welt.de/finanzen/article3...die-Hoehe.html
#####################


Cameron Corp., $, keine Scheine, WKN: A0JMNW
May 18, 2009
Jefferies & Co. analyst Stephen Gengaro: Gengaro looked favorably on Cameron International's ability to secure significant deepwater drilling awards and solid earnings on a strong backlog, reiterating his "Buy" rating and $38 price target. Shares of Cameron closed at $27.55 on Friday.
http://www.c-a-m.com/
Cameron (NYSE:CAM) is a leading provider of flow equipment products, systems and services to worldwide oil, gas and process industries. Leveraging its global manufacturing, sales and service network, Cameron's 11 operating divisions work with drilling contractors, oil & gas producers, pipeline operators, refiners and other process owners to control, direct, adjust, process, measure and compress pressures and flows. The company generates annual bookings in excess of $5 billion with more than 16,000 employees at more than 250 locations around the world. Cameron is headquartered in Houston, Texas and derives approximately 2/3 of its business from outside the United States.

[Benjamin]

Rohstoffe
Jagd nach den Energiequellen der Tiefsee
Von Jan-Henrik Petermann
18. Mai 2009

Erdöl, Methanhydrat, Erdgas: Experten zufolge liegt die Zukunft der Energiegewinnung – neben dem Ausbau von Solar-, Wind- und Wasserkraft – in den Weltmeeren. Allerdings stellen die extreme Verhältnisse in der Tiefsee größte Anforderungen an die Abbaumethoden. Die Technik ist oft komplizierter als in der Raumfahrt.
...

http://www.welt.de/wissenschaft/arti...r-Tiefsee.html
##################


USA: The Interior Department's Minerals Management Service oversees U.S. offshore activity. The MMS pegs any project at 1,000 feet (304 meters ) or greater as "deepwater" , but increasingly companies are moving into 5,000-foot (1,520-meter ) depths or more. Those are classified as "ultra-deepwater".
Murphy Oil Corp. led the way (im Bereich "ultra-deepwater")
with a find (eines Ölfeldes) at 9,975 feet (3,040 meters ). In 2008 Shell Oil said it set a water-depth record by drilling and completing an oil well in 9,356 feet (2,851 meters ) of water in the Gulf, part of its Perdido Development project about 200 miles (320 kilometers) south of Houston. For now (2009), Anadarko Petroleum Corp. operates the world's deepest producing platform in the Gulf of Mexico. Independence Hub, which began producing natural gas in 2007, is moored in about 8,000 feet (2,438 meters ) of water about 120 miles (193 kilometers) southeast of Biloxi, Mississippi.
#########################



Nautilus Minerals Inc., Aktie WKN: A0JMQ5, CAD, keine Scheine


Nautilus Minerals Inc ("Nautilus") is following the lead by the petroleum industry to tap vast offshore resources and is planning to extract high-grade Seafloor Massive Sulphide ("SMS") deposits of copper, zinc gold and silver.

Planning is underway for the world's first seafloor copper-gold site in approximately 1,600 metres of water at the Solwara 1 Project in the Bismarck Sea, New Ireland Province of Papua New Guinea.

The Company holds more than 528,000 km2 of tenement licences and exploration applications in the exclusive economic zones and territorial waters of Papua New Guinea, Fiji, Tonga, the Solomon Islands and New Zealand along the western Pacific Ocean's Rim of Fire.

Listed on the Toronto (TSX) and London (AIM) exchanges, Nautilus has among its cornerstone shareholders three of the world's largest resource companies and its alliances and technical partnerships position it as the world leader in deep-water exploration of SMS deposits.
http://www.nautilusminerals.com/s/Home.asp



Tiefseebergbau:
http://www.bgr.bund.de/cln_101/nn_33...tml?__nnn=true
Manganknollen = Manganese nodule , siehe http://en.wikipedia.org/wiki/Manganese_nodule

02.10.2008
BGR-Forschungsfahrt in den Pazifik: Manganknollen – eine Rohstoffquelle der Zukunft wird erforscht

Eine Gruppe von 12 Meeresforschern der Bundesanstalt für Geowissenschaften und Rohstoffe (BGR) bricht am 8. Oktober 2008 von Hawaii (USA) aus zu einer 40-tägigen Forschungsfahrt in den Zentralpazifik auf. Ihr Ziel: der Manganknollengürtel zwischen Hawaii und dem Äquator. Die BGR-Wissenschaftler aus Hannover werden dort im Auftrag der Bundesrepublik das deutsche Lizenzgebiet zur Exploration von Manganknollen erkunden. Grundlage dafür ist ein im Jahr 2006 zwischen der Internationalen Meeresbodenbehörde ISA der Vereinten Nationen und der BGR geschlossener Vertrag, der Deutschland das exklusive Recht gibt, auf einem Meeresareal von 75 000 km2 Größe in rund 5000 Meter Tiefe 15 Jahre lang den Bestand der rohstoffreichen Manganknollen zu erfassen.
Als Vertreter Deutschlands erwarb die Bundesanstalt für Geowissenschaften 2006 für 250 000 US-Dollar die Lizenzen zur Erforschung der Manganknollenfelder im zentralen Pazifik. Sie sicherte damit die deutschen Ansprüche an einem Areal, das so groß ist wie Schleswig-Holstein und Niedersachsen zusammen. Es liegt im sogenannten "Manganknollen-Gürtel" im äquatorialen Pazifik.

„Manganknollen sind eine Rohstoffquelle der Zukunft“, erklärt BGR-Expeditionsleiter Dr. Michael Wiedicke. „Mit der Forschungskampagne wollen wir grundlegende Daten zur Beurteilung der potentiellen Lagerstätte sammeln. Wie groß ist das Vorkommen, wo liegen die dichtesten Knollenkonzentrationen und wie wirtschaftlich ist eine spätere Förderung der Rohstoffe? Auf diese Fragen erhoffen wir uns detaillierte Antworten“, so der BGR-Meeresgeologe.

Erstes Ziel ist eine genaue Vermessung der Topographie und der Sedimentverteilung des Areals mit Hilfe modernster Fächerecholot- und Sedimentecholotsysteme, um ein exaktes Geländemodell erstellen zu können. Zweitens werden Proben vom Meeresboden geborgen, die sowohl der Bestimmung der Flächenbelegungsdichte von Knollen dienen als auch ihrer exakten chemischen Zusammensetzung - mit feinsten Nachweisgrenzen auch für Hochtechnologie-Elemente wie z.B. Molybdän, Tellur oder Selen. Zur Forschungsfahrt gehört außerdem ein Trainingsprogramm: In Absprache mit der ISA nehmen daran vier Vertreter aus drei afrikanischen Ländern sowie aus Barbados teil, um sie in die heutigen Erkundungsmethoden mariner Exploration einzuweisen.

Als Plattform für diese Arbeiten dient das von der BGR gecharterte amerikanische Forschungsschiff „RV Kilo Moana“. Dieses moderne, 2002 in Dienst gestellte Schiff ist bestens für die Vermessungsarbeiten geeignet: Es ist ein 2-Rumpf-Schiff, dessen so genannte „SWATH-Bauweise“ eine ausgezeichnete Seefestigkeit und Ruhe auch bei stürmischer See gewährleistet und somit beste Daten- und Probenqualität für die spätere Auswertung garantiert.

Manganknollen waren bereits vor rund 30 Jahren ein Rohstoff-Thema. Die in der Tiefsee verbreiteten Knollen wurden während der 1970er- und 1980er-Jahre als eine neue, bisher nicht genutzte Quelle für verschiedene Metalle wie Kupfer, Kobalt und Nickel entdeckt. Nach Jahren intensiver Forschungstätigkeit erschien ein submariner Abbau greifbar nahe. Ein Konsortium mit Beteiligung deutscher Firmen erwarb daher 1984 eine Förderlizenz im zentralen Pazifik. Allerdings verhinderte damals ein unerwarteter Preisverfall bei Metallrohstoffen den Beginn der kommerziellen Gewinnung von Manganknollen.

Angesichts teilweise dramatisch steigender Rohstoffpreise gewinnen die Manganknollen erneut an Aktualität. „Vor diesem Hintergrund ist das Vorhaben auch eine Maßnahme der strategischen Zukunftsvorsorge“, so BGR-Wissenschaftler Wiedicke. „Durch die frühzeitige Forschungstätigkeit der BGR wird ein Beitrag zur künftigen Rohstoffsicherung unseres Landes geleistet.“

Forschung geht weiter:
Für Oktober/November 2009 ist schon eine weitere Forschungsfahrt in das deutsche Lizenzgebiet geplant, bei der die Topographie des noch unbearbeiteten Gebiets vermessen werden soll. Mit einem tief geschleppten Seitensichtsonar sowie einem Fotoschlitten sollen darüber hinaus ausgewählte Areale, die eine besonders hohe Belegungsdichte mit Knollen aufweisen, im Detail untersucht werden, so die BGR-Wissenschaftler um Wiedicke.
http://www.bgr.bund.de


In the mid-seventies, a $70-million international joint venture succeeded in collecting multi-ton quantities of manganese nodules from the abyssal plains (18,000 feet, 5.5 km + depth) of the eastern equatorial Pacific Ocean. Significant quantities of nickel (the primary target) as well as copper and cobalt were subsequently extracted from this "ore" using both pyro and hydro methods. In the course of this 8-year project, a number of ancillary developments evolved, including the use of near-bottom towed side-scan sonar array to assay the nodule population density on the abyssal silt whilst simultaneously performing a sub-bottom profile with a derived, vertically-oriented, low-frequency acoustic beam.

The technology and art developed during the course of this project were never commercialized because the last two decades of the 20th century saw an excess of nickel production. The estimated $3.5-billion (1978 US dollars) investment to implement commercialization was an additional factor. Sumitomo Metal Mining continues to maintain a small (place-keeping) organization in this field. http://en.wikipedia.org/wiki/Manganese_nodule

Sumitomo Metal Mining Co., Ltd., WKN: 859470, €, keine Scheine
http://www.smm.co.jp/E/
Sumitomo Metal Mining (SMM) refines copper along with gold, nickel, and zinc. Metals-related refining and processing operations account for more than half of SMM's sales. The company has smelting and refining operations, plus mining resources, in Japan (the Hishikari gold mine), the US, Australia, Peru, Philippines, and Chile. It also produces electronic materials (about 30% of sales), including bonding wire, lead frames, electric paste, and copper-clad polymide film for semiconductors and printed circuit boards. Other operations make construction and housing materials and offer soil and water remediation services.

[Benjamin]

Sehr guter Artikel: Deepwater Oil Exploration:
http://www.wikinvest.com/concept/Dee...il_Exploration

Many ultra-deep operations cost more than $60-$70 a barrel.

Companies that Win from Deepwater Exploration:
http://www.wikinvest.com/concept/Dee...er_Exploration

[Benjamin]

Plains Exploration & Production, WKN: 749193, $, keine Scheine

PXP is an independent oil and gas company primarily engaged in the activities of acquiring, developing, exploring and producing oil and gas in its core areas of operation: California, Texas, Louisiana and Gulf of Mexico. PXP is headquartered in Houston, Texas. http://www.pxp.com/




5. Mai 2009
George Soros investiert in Öl und Gas:
Plains Exploration & Production als Wette auf steigende Energiepreise

George Soros’ Hedge Fonds investiert in Unternehmen der Öl- und GasbrancheGeorge Soros’ Hedge Fonds investiert in Unternehmen der Öl- und Gasbranche
Die Aktie des ehemaligen Öl-Überfliegers am US-Aktienmarkt, Plains Exploration & Production , hat einen neuen Großaktionär: Milliardär George Soros stieg mit seinem Hedge Fonds Soros Fund Management beim hauptsächlich in den USA tätigen Spezialisten für Öl- und Gasexploration und Förderung ein.

[Benjamin]

Patterson-UTI Energy: Rig Numbers Indicate Drop in Oil and Gas Exploration
June 03, 2009

Patterson-UTI Energy, Inc. (PTEN) reported a operating rig count of 60 for the month of May'09 and an average of 64 for the April-May'09. This is the lowest rig count reported by the company in the Gridstone Research coverage period beginning Mar'03.

From the oil and gas exploration and production industry perspective, the sharp decline in number of rigs for PTEN is not a very positive indicator for the future. Oil and gas fields have limited lives and lower spend on finding new reserves and developing existing reserves will lead to lower production in the future.

Also, the decline in number of operating rigs indicates sharp drop in capital expenditure of upstream companies. As capex is based on cash flows from operations, the low implied capex (based on lower number of operating rigs) does seem to suggest that cash flows for oil and gas producing companies are under strain.

This is also an indicator that companies could be more focused on raising cash levels to give comfort to investors in a tight capital market scenario. Oil and gas producing have indicated in conference calls and filings that they will be focusing more on projects that yield near-term results i.e development of existing fields.

The slowdown in drilling activity is not very positive for companies such as PTEN. The markets seem to be more positive on the stock than I am, with the stock almost doubling its marketcap in the last 3 months. Market-cap per operating rig stands at $36 M vs $20 M a year ago, partly aided by the general boost in sentiments.

Based on the 350 of the reported marketing rigs, utilization is sub-20%. At this utilization rate it may be difficult to cover overheads. Also, rates tend to follow utilization with a lag and hence the company may not report good results at least in the near-term. Investors seem to be taking a 2 year+ view based on current stock price.

Patterson-UTI Energy, Inc., WKN: 905153, $, keine Scheine: http://patenergy.com/
Patterson-UTI Energy, Inc. provides onshore contract drilling services to exploration and production companies in North America. The Company has approximately 350 currently marketable land-based drilling rigs that operate primarily in oil and natural gas producing regions of Texas, New Mexico, Oklahoma, Arkansas, Louisiana, Mississippi, Colorado, Utah, Wyoming, Montana, North Dakota, South Dakota, Pennsylvania and western Canada. Patterson-UTI Energy, Inc. is also engaged in the businesses of pressure pumping services and drilling and completion fluid services. Additionally, the Company has an exploration and production business.