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

Australia’s Labor Vows Critical Minerals Reserve on Election Win Critical minerals are vital in the development of clean energy, smartphones and military technology. Australia is the biggest producer of rare earths outside of China, and Albanese has previously flagged a reserve to build resilience in the face of US President Donald Trump’s expanding trade conflicts. https://archive.is/4jbm4

"iPhone Moment" Nears For Humanoid Robots Entirely relying on China for critical minerals and magnet exports to power drones and humanoid robots has left Tesla delaying its series production of Optimus robot. America's robotics industry can't have an "iPhone moment" if it lacks control over the critical supply chains needed to build these technologies. https://www.zerohedge.com/technology/iphone-moment-nears-humanoid-robots

Wondering why there’s so much fuss about rare earths? Then listen to latest episode of the Fast Forward podcast featuring Rowena Smith, Australian Strategic Materials CEO & Ahmad Ghahreman, Cyclic Materials CEO. Here or anywhere you get your podcasts! https://open.spotify.com/episode/1QHMsrAWkvhSt4rKTe1Uro?si=9uyYCrc5TySOLL0nYUJM9w

Ich kann aber bei jedem Bericht und jedem Interview nicht mehr hören: Rare earth are not rare!!! Hört sich für mich so an müsste man das immer sagen sonst wird man nicht ernst genommen!!😖😒

Ganz meiner Meinung.Wenn ich mir den Kurz und die aktuellen News angucken bin ich wirklich Sprachlos.Wenn nicht JETZT wann dann??!Aber da wird ganz viel,von dem wir kleinen Aktionären nichts mitbekommen,im Hintergrund ausbaldowert.China wird einen Daumen drauf haben und die EU hat keine Eier 🙃MEINE PERSÖNLICHE MEINUNG

Die gute Frau sollte auch mal politische und wirtschaftliche Beziehungen spielen lassen, damit es mit ihren und unseren Investments was wird.

The $800 million rare earths portfolio of Australia’s richest woman Outside of China, the most influential investor in the world of rare earth elements has to be Gina Rinehart, Australia’s richest woman. Rare earths may be just a small part of her $30 billion mining fortune, but Rinehart, through family holding company Hancock Prospecting, has acquired big stakes in leading non-Chinese rare earths companies, including those looking to ramp up operations in the United States. https://www.forbes.com.au/news/billionaires/the-800-million-rare-earths-portfolio-of-gina-rinehart/

Rare earths tipped as first in line as others wait to see who wins in Labor’s ‘bold’ critical minerals reserve https://archive.is/VuyIB

https://www.tagesschau.de/wirtschaft/weltwirtschaft/seltene-erden-china-102.html Wer ist nicht abhängig

U.S. is unable to completely onshore the critical minerals supply chain, friendshoring still needed Cory Combs of Trivium China says that Beijing imposed controls on heavy rare earths particularly to target the U.S.′ defense and national security supply chains, and that the U.S. alone does not have all the geological resources, technical skills, and capital to completely onshore the entire critical minerals supply chain. https://www.cnbc.com/video/2025/04/21/us-cannot-go-it-alone-and-onshore-the-critical-mineral-supply-chain.html

China asks Korea not to export products using rare earths to US defense firms, paper reports Was passiert wenn sie es doch tun??? https://www.reuters.com/markets/commodities/china-asks-korea-not-export-products-using-rare-earths-us-defense-firms-paper-2025-04-22/

CMI Short Course 2024: Extraction, Separation of Rare-Earth-Based Magnets https://youtu.be/5ZfNx9HiUrY?si=pZNUVP1EvBcvxcNU Wenn mal so grundsätzlich was zu seltenen Erden interessiert sollte sich das ansehen!!!

Odd Lots: Javier Blas on China's Rare Earths Dominance https://www.bloomberg.com/news/audio/2025-04-15/javier-blas-on-china-s-rare-earths-dominance-odd-lots-podcast

America’s Rare Earth Crisis: Why China Dominates & How to Fight Back https://youtu.be/uL8UHDyY67U?si=cadc4_HcVKdpBE4m Recht interessant!!!

Na erstmal nur die Angst vor einer Verknappung seitens China.