Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly

Op-Ed: Molybdenum and the geopolitics of substitution • Molybdenum Price Increase: Molybdenum prices surged by 48.9% year-over-year, reaching $65,503/t in May 2026, driven by concerns over tungsten supply security. • Tungsten Supply Risk: China’s dominance in tungsten production and its export controls on related materials pose a risk to Western users, impacting industries like defence and electronics. • Molybdenum’s Role: While not a direct substitute for tungsten, molybdenum is used in metallurgical re-optimisation efforts to mitigate supply chain risks. • Molybdenum’s Strategic Value: Molybdenum carbide can partially replace tungsten carbide, while molybdenum-bearing steels and superalloys enhance material properties, creating demand for molybdenum. • Demand Impact on Market Size: The focus should be on the increase in molybdenum demand due to material redesigns, rather than direct tungsten replacement. • Molybdenum Supply and Market Dynamics: Molybdenum supply, often a by-product of copper mining, is relatively inelastic to price changes, impacting availability and potentially leading to price increases in specialty applications. • Importance of By-products: By-products like molybdenum, rhenium, and vanadium are becoming increasingly important in industrial systems, despite their smaller volume compared to primary minerals. • Geopolitical Implications: China’s export controls on these minerals can disrupt supply chains and force manufacturers to redesign their material strategies, even without a complete shutdown of supply. • Strategic Advantage: Understanding the interplay of materials within industrial systems and the potential for substitution will be crucial for identifying valuable supply-chain assets. https://www.mining.com/op-ed-molybdenum-and-the-geopolitics-of-substitution/

Was sie immer machen. Völlig überzogen in irgendeine Richtung rasen um dann zu drehen und das Gegenteil zu machen.

Was sie immer machen. Völlig überzogen in irgendeine Richtung rasen um dann zu drehen und das Gegenteil zu machen.

Und was denkt ihr? Was machen heute die Cowboys?

Belgien gewinnt aber nach einem Anruf von T bei INfantino sind die USA weiter

und schlagen Belgien

und schlagen Belgien

Und was denkt ihr? Was machen heute die Cowboys?

Bei mir wurde der Kurs soeben aktualisiert. Hatte aber auch nochmal heute einen Fall eröffnet