These forums have been archived and are now read-only.

The new forums are live and can be found at https://forums.eveonline.com/

Market Discussions

 
  • Topic is locked indefinitely.
 

Dominion market analysis : sky's the limit on technetium (long term)

Author
Akita T
Caldari Navy Volunteer Task Force
#121 - 2012-05-18 17:51:50 UTC  |  Edited by: Akita T
SetrakDark wrote:
Just a matter of who cracks first, buyers or sellers.

More like, who will crack first, and who second, buyers, sellers or CCP Twisted
I'm thinking buyers first, CCP second Lol
corestwo
Goonfleet Investment Banking
#122 - 2012-05-18 17:58:36 UTC
Honestly, I wouldn't be surprised if CCP takes the stance of "Well, we ****ed it up once before, but now we have ring mining in the pipeline and that'll shake it up, so lets just wait for that".


I guess not doing anything until ring mining would result in CCP cracking second though.

This post was crafted by a member of the GoonSwarm Federation Economic Cabal, the foremost authority on Eve: Online economics and gameplay.

fofofo

Akita T
Caldari Navy Volunteer Task Force
#123 - 2012-05-18 18:04:55 UTC
corestwo wrote:
I guess not doing anything until ring mining would result in CCP cracking second though.

Bingo.
SetrakDark
Doomheim
#124 - 2012-05-18 18:13:59 UTC
corestwo wrote:
Honestly, I wouldn't be surprised if CCP takes the stance of "Well, we ****ed it up once before, but now we have ring mining in the pipeline and that'll shake it up, so lets just wait for that".


I guess not doing anything until ring mining would result in CCP cracking second though.


Agreed.

I will admit nullsec is a little more tech crazy at 200k pu, but it's just an exaggeration of what we saw at 100k pu, not a fundamental difference. On the general economy side, there is nothing game-breaking about 200k or even 300k pu tech. People will pay for t2 stuff until the point that they won't, and then the price will stabilize.

There's just nothing that can happen that can make tech more "broken" than it already has been for over a year, so I highly doubt anything will happen to change CCP's established schedule for a t2 revamp.
EvilweaselSA
GoonCorp
Goonswarm Federation
#125 - 2012-05-18 19:00:45 UTC
SetrakDark wrote:
EvilweaselSA wrote:
like most t2 stuff is hilariously underpriced now the shock just keeps slowly rippling through and we're going to see a sudden shortage of t2 stuff in a little while


That's exactly it. People all down the line say "**** it, I'm not paying for that", but they eventually will, at least at ~200k pu. Just a matter of who cracks first, buyers or sellers.

Interesting times.

it's actually making me consider just going **** it and reacting the stuff all the way down the line, so our attempts to jack the price don't get muffled by reactors
Nomad I
University of Caille
Gallente Federation
#126 - 2012-05-19 08:43:07 UTC  |  Edited by: Nomad I
EvilweaselSA wrote:
SetrakDark wrote:
EvilweaselSA wrote:
like most t2 stuff is hilariously underpriced now the shock just keeps slowly rippling through and we're going to see a sudden shortage of t2 stuff in a little while


That's exactly it. People all down the line say "**** it, I'm not paying for that", but they eventually will, at least at ~200k pu. Just a matter of who cracks first, buyers or sellers.

Interesting times.

it's actually making me consider just going **** it and reacting the stuff all the way down the line, so our attempts to jack the price don't get muffled by reactors


It's looking like the goons are getting f****** by one of the opponents. The price for Nanotransistors is at a level paying just the fuel costs. So even when you process the stuff self, the prices are down. I curious how long does it take before a crash sends tech to 160k
Tobiaz
Spacerats
#127 - 2012-05-20 00:10:22 UTC  |  Edited by: Tobiaz
corestwo wrote:
Honestly, I wouldn't be surprised if CCP takes the stance of "Well, we ****ed it up once before, but now we have ring mining in the pipeline and that'll shake it up, so lets just wait for that".

I guess not doing anything until ring mining would result in CCP cracking second though.

A pipeline several years long though.

A band-aid in the meantime would be adding moongoo to W-space moons. Not so much that it's actually worth fighting over or putting POS on all moons in W-space, but enough to function as a pressure valve on OTEC shenanigans. So give W-moons only maybe 5% yield of K-moons in null or something?

Though I'll admit: I think OTEC is hilarious. They'll have my blessing if they can make Empire squirm, it will be magnificent.

T2 mods are too common these days anyway, I'd wish CCP hadn't removed the level 5 skill requirements on them. Year-old newbies flying T3 ships with full T2 fittings, all paid for with risk-free Incursions... it's just killing the achievement of player progression.

No wonder even newer players complain getting bored, flying around in 'endgame' ships and mods.

Operation WRITE DOWN ALL THE THINGS!!!  Check out the list at http://bit.ly/wdatt Collecting and compiling all fixes and ideas for EVE. Looking for more editors!

EvilweaselSA
GoonCorp
Goonswarm Federation
#128 - 2012-05-20 17:37:06 UTC
Nomad I wrote:

It's looking like the goons are getting f****** by one of the opponents. The price for Nanotransistors is at a level paying just the fuel costs. So even when you process the stuff self, the prices are down. I curious how long does it take before a crash sends tech to 160k

yeah, hence why i want to be able to directly manipulate nano prices instead of having to deal with them as a muffling agent

issue is we haven't just ruined nano profitability we've made tons of t2 stuff unprofitable to make
Malcanis
Vanishing Point.
The Initiative.
#129 - 2012-05-21 14:10:42 UTC
Tobiaz wrote:
corestwo wrote:
Honestly, I wouldn't be surprised if CCP takes the stance of "Well, we ****ed it up once before, but now we have ring mining in the pipeline and that'll shake it up, so lets just wait for that".

I guess not doing anything until ring mining would result in CCP cracking second though.

A pipeline several years long though.

A band-aid in the meantime would be adding moongoo to W-space moons. Not so much that it's actually worth fighting over or putting POS on all moons in W-space, but enough to function as a pressure valve on OTEC shenanigans. So give W-moons only maybe 5% yield of K-moons in null or something?

Though I'll admit: I think OTEC is hilarious. They'll have my blessing if they can make Empire squirm, it will be magnificent.

T2 mods are too common these days anyway, I'd wish CCP hadn't removed the level 5 skill requirements on them. Year-old newbies flying T3 ships with full T2 fittings, all paid for with risk-free Incursions... it's just killing the achievement of player progression.

No wonder even newer players complain getting bored, flying around in 'endgame' ships and mods.


I'm going to go ahead and guess that 0.0/low consume the lions share of T2 products.

"Just remember later that I warned against any change to jump ranges or fatigue. You earned whats coming."

Grath Telkin, 11.10.2016

Akita T
Caldari Navy Volunteer Task Force
#130 - 2012-05-21 22:41:39 UTC  |  Edited by: Akita T
Spreadsheet (updated prices) : http://dl.eve-files.com/media/1205/EVE_reactions_v4f.zip
Most important part image snapshot : http://dl.eve-files.com/media/1205/react220512.gif

Looks to me like fullerides are the best damn thing to react right now even with the current prices, hypersinaptic fibers second best, with nanotransistors and ferrogel nearly tied to 3rd place best things to react (ferrogel is slightly better, but not by very much).

P.S. Those pathetic racial carbide numbers are even after the switch to the horribly time-consuming caldari tower setup (as opposed to the more laid-back gallente one that uses an extra tower), but before any sov fuel bonuses.
Whether you use 32 block large faction towers or use regular towers with a -20% sov fuel bonus, the results are identical. I didn't even include the possibility of faction towers with fuel sov bonuses, but you get the idea, profits are higher.
corestwo
Goonfleet Investment Banking
#131 - 2012-05-21 22:47:08 UTC
If I were to say, "wow, that isn't a whole lot of profit", I would be correct?

This post was crafted by a member of the GoonSwarm Federation Economic Cabal, the foremost authority on Eve: Online economics and gameplay.

fofofo

Akita T
Caldari Navy Volunteer Task Force
#132 - 2012-05-21 22:59:14 UTC  |  Edited by: Akita T
That's per tower.
A fullerides chain would normally have 3 large gallente towers, or 2 large and 2 mediums.
Not sure what the best sov fuel bonus is, but IIRC it's another -20%, right ?
So a complete fullerides chain with best faction towers running in a max sov fuel bonus area would give you an extra 1.54 bil ISK/month compared to dumping all the materials on the market.
Also, considering that you're probably not usually mining sylicates and hydrocarbons usually even if you probably can find those things quite easily in the area (but you'd be either making or importing carbon polymers anyway, so might as well pick a moon that has both and plop the first step tower on it, since a silo and a miner eat up the same CPU/grid anyway), that's actually 1.62 bil/month extra (yeah, negligible extra, but, eh).

So... YOU tell me... is an extra 1.6 bil/month worth it or not for babysitting 3 extra towers ? ;)
Probably not, but some might argue it is, at least for them.

P.S. You will probably be keeping a deathstar on the moon you extract the tech from, and plop the 3 towers for the reaction chain on otherwise worthless moons.
Akita T
Caldari Navy Volunteer Task Force
#133 - 2012-05-23 03:42:37 UTC  |  Edited by: Akita T
It's almost funny how people were clamoring to the idea that CCP will "save them" by "nerfing tech" in the Inferno expansion TwistedTwistedTwisted
With another psychological hurdle down range, I guess the emerging cartel has now quite a bit of free time (until this autumn, the very least) to work their magic. Lol
Go, go, gadget technetium to 250k ! Pirate

P.S. Although I suppose one or maybe even close to two months at a steady 200k first would be a better idea, to slowly get consumers and independent reactors used to the price.
corestwo
Goonfleet Investment Banking
#134 - 2012-05-23 05:08:07 UTC
Yeah, we can't push it all that much further right now until people accept the price and demand picks back up. Oops

This post was crafted by a member of the GoonSwarm Federation Economic Cabal, the foremost authority on Eve: Online economics and gameplay.

fofofo

Akita T
Caldari Navy Volunteer Task Force
#135 - 2012-05-23 05:14:33 UTC  |  Edited by: Akita T
Well, reacting tech is still decently profitable compared to reacting just about everything else, so I'd say prices were quite well accepted already with minimal reactor losses.
Volumes of purchased T2 ships has not dropped significantly either, with a few exceptions that are not of much concern right now... not like there's much of a choice when it comes to most specialization niches filled by T2 ships, buyers will have to accept quite significant increases in price before really shifting to cheaper alternatives in noteworthy numbers.
Nomad I
University of Caille
Gallente Federation
#136 - 2012-05-24 07:57:17 UTC
Akita T wrote:

Go, go, gadget technetium to 250k ! Pirate



Oh, look at this! Akita is going to be a bad goon copy.
Vaerah Vahrokha
Vahrokh Consulting
#137 - 2012-05-24 08:46:03 UTC  |  Edited by: Vaerah Vahrokha
Little objection.

In order to make Tech go up, you have to sell less of it.
Moons don't stop producing it though, so everybody in the cartel starts getting massive amounts of unsold stock.

Summer is coming, that is when demand drops and prices usually go down.


So, how are you going to convince all the cartel partecipants to not dump?

How is it more profitable selling X units at 250k when you could sell X * 3 at 150k?
SetrakDark
Doomheim
#138 - 2012-05-24 13:14:02 UTC
Vaerah Vahrokha wrote:
In order to make Tech go up, you have to sell less of it.


not necessarily

for almost 2 years now the tech price has been determined by the daily extraction + existing stockpiles from when it wasn't being consumed at full capacity. as stockpiles have effectively dried up and general demand has risen significantly just in the last few months, we are now going through the process of determining the actual highest market-clearing price where output meets demand. the decline in t2 consumed all down the line is a just a temporary adjustment to the massive price shock, which should mellow over time. this is, of course, speculation, but no one has yet put forth any kind of analysis to indicate that 80k, 100k, 150k, or 200k pu was the actual highest full capacity market-clearing price, though that obviously leaves it open to debate.

all the cartel has done is try to guess and test where that point is collectively, instead of letting the market move to that point in a more meandering and organic process. they are, in essence, speculating on with their own primary product.

in the real world speculators would just sit down and do the fundamental analysis necessary to estimate where the market clearing price will be, but that doesn't appeal to the vast majority of people in a video game, so just setting prices and seeing what happens is far more fun.

my guess is the result will be a sort of market-driven/cartel-directed hybrid, where they will set a price, and then it will stabilize at 50-75% of the difference in price gain, repeated until the highest market-clearing price is eventually reached. where that price is, nobody has so far produced a compelling argument; and if they have made one, they probably won;t share it.
Akita T
Caldari Navy Volunteer Task Force
#139 - 2012-05-24 13:45:02 UTC  |  Edited by: Akita T
SetrakDark wrote:
no one has yet put forth any kind of analysis to indicate that 80k, 100k, 150k, or 200k pu was the actual highest full capacity market-clearing price, though that obviously leaves it open to debate.

Well, actually, going by late autumn 2009 (so, 3 years ago, when population levels were ever so slightly lower than today, but with less people T2-capable, and with ISK harder to earn, with GTC prices at about HALF of today's level, 280-300m/month) pre-dominion clearance levels, depending on exactly how many tech vs prom/dyspro moons there are (guesstimating a conservative number), shifting the bottleneck from a pair of minerals to a single mineral, assuming the market will accept AT LEAST similar prices (as opposed to higher, since ISK is easier to come by and more people are T2-capable due to passage of time), tech was very likely to reach at least 200k at the equilibrium point after stockpiles were gone BEFORE you take into account any of the other factors previously mentioned.
Also consider that while existing stockpiles are indeed low, they're not quite gone yet, and this cartel price-fixing action effectively shifts most of the leftover stockpiles from speculators and old owners into current owner hands.
All things considered, it would not be at all surprising if all newly extracted tech would still clear the market today even at 300k or maybe 350k once the full stockpile shift has happened and people resigned themselves to the new T2 ship price levels, if CCP does nothing until that point in time.
Andre Vauban
Federal Defense Union
Gallente Federation
#140 - 2012-05-24 13:57:16 UTC
Vaerah Vahrokha wrote:
Little objection.

In order to make Tech go up, you have to sell less of it.
Moons don't stop producing it though, so everybody in the cartel starts getting massive amounts of unsold stock.

Summer is coming, that is when demand drops and prices usually go down.


So, how are you going to convince all the cartel partecipants to not dump?

How is it more profitable selling X units at 250k when you could sell X * 3 at 150k?


But this is what is so amusing about OTEC. They don't care about making more isk. They are sitting on 100's of trillions of isk. They literally don't know what to do with all their isk. You are assuming they are playing the same game as you, they are not. They are doing this to mess with the rest of eve.

.