ARAFURA RESOURCES WKN: 787896 ISIN: AU000000ARU5 Forum: Aktien Thema: Hauptdiskussion

Ja ja :) Canberra leans toward strategic reserve for rare earths with floor and ceiling prices • Strategic Reserve Purpose: Safeguard taxpayers against potential losses in the critical minerals sector, particularly rare earths essential for defence and politically sensitive industries. • Proposed Model: Developed by the Association of Mining and Exploration Companies (AMEC) based on their successful lobbying for production tax credits. • Potential Costs: Initial commitment of $1.3 billion, but could increase significantly depending on the scale of the reserve and potential support for Australian producers. • US-MP Materials Deal: US agreed to pay MP Materials a minimum of $US110 per kg for neodymium and praseodymium for a decade. • US Rare Earths Supply Contracts: The US government would issue supply contracts based on talks with allies, and rare earths players would bid for a share of the contract volumes. • AMEC Model: Arafura Rare Earths, Wyloo, Northern Minerals, Hastings Technology Metals, Australian Rare Earths, Australian Strategic Materials, Cobra, Critica, OD6 Metals, and Victory Metals united behind the AMEC model. • Government Support for Rare Earths Projects: Rare earths companies will continue to require government funding, even with a strategic reserve in place. • Strategic Reserve Framework: Confirmation of the framework is expected soon, potentially encompassing a floor price and national offtake agreements. • Scope of the Strategic Reserve: The reserve will initially focus on a subset of Australia’s 31 critical minerals, with the possibility of expanding to include other minerals. • AMEC Model Similarity: Resembles the government’s Capacity Investment Scheme in the east coast energy sector. • Government Scheme Objective: Boost investment in renewable energy by underwriting revenue for selected projects. • Revenue Underwriting Mechanism: Agreed floor and ceiling prices are used to manage revenue for selected projects. https://stockhead.com.au/resources/canberra-leans-toward-strategic-reserve-for-rare-earths-with-floor-and-ceiling-prices/

Bald 1€ … 🙏

„Bald“ ist ja dehnbar … so in 2-3 Jahren würde mir auch reichen 😬

Weiß jemand warum bei TR bei Arafura …News von A2DKJ4 Aurania gepostet werden. Fehler von TR?

Den gleichen Gedanken hatte ich auch. Das wäre eine denkbare Sanktion.

Das Vorgehen Trumps im mit China und Russland verbündeten Venezuela dürfte China auch in Sachen seltene Erden alles andere als milder stimmen. Ganz im Gegenteil, wenn ich wetten müsste, wird China die Zügel nun eher noch weiter anziehen.

Schöne 0,27 AUD , guten Rutsch 🎊

Hat mit TR nix zutun. Lang und schwarz stoppt

Wieder frei

Trade Republic geht nichts

Könnt ihr Handeln bei TR Nüscht

Schee wie sie zuckt

👆

Sieht gut aus ja 👍

Die aktuelle Erholungsphase hält an. Heute in Australien +6% auf 0,265 AUD. Damit +26% innerhalb 1 Woche.