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

Besten Dank 😊

The World Has Woken Up To China's Supply Chain Weaponization: Navarro When it comes to critical energetic materials for munitions and missiles, the report noted, there’s often “no other source or drop-in replacement material.” And in cases where that option exists, it added, the time and cost can be prohibitive—sometimes hundreds of millions of dollars each. “My job, literally every day, is to worry about whether we have enough magnets or pharmaceuticals or ball bearings or whatever it is that we need,” Navarro said, citing an old proverb: “The war was lost through a horseshoe.” https://www.zerohedge.com/geopolitical/world-has-woken-chinas-supply-chain-weaponization-navarro

Upcoming Albanese-Trump Meeting and Barnaby Joyce’s departure from Parli... https://youtu.be/l5HFyDLAbAI?si=Xex-vjlyDB7J7LoJ Hab das Transkript analysieren lassen https://chatgpt.com/share/68f4b124-5afc-800a-a07f-9232bcca678b

In dem ABC-Analyseartikel wird ein US-Handelsvertreter zitiert: Auf die Frage des australischen Ministers „How can we help America become great again?“ antwortete dessen US-Kollege mit einem Augenzwinkern: „Give us your critical minerals.“ Die inszenierte Botschaft ist: Australien hält die Rohstoffe in der Hand, die Trump zum Ausbau seiner Wirtschaft (Stichwort „America First“) benötigt. Die Regierung wirbt demnach um amerikanische Investitionen und sichert die USA eine „garantierte und verlässliche Lieferkette“ zu . Die Experten weisen darauf hin, dass solche Vereinbarungen oft mit hohen Subventionen, Steueranreizen und Mindestabnahmepreisen einhergehen – ähnlich wie der kürzlich geschlossene Deal mit MP Materials (US-Mine) gezeigt hat

Australian Prime Minister to meet Trump early Tuesday morning. Given Australia's strong position, it’s likely a rare earths supply agreement will be reached. The quality of the deal will hinge on Trump's mood and unpredictability during the meeting. https://x.com/hc_haplo/status/1979833750923231264?s=46&t=CND_DF6ErYtM-d_GnIoKqA

What will happen when Albanese meets Trump? | Insiders On Background Eine Analyse des Transkripts mit ChatGPT https://chatgpt.com/share/68f390a6-e4f8-800a-b7f2-65d80499c403 Original Video https://youtu.be/PzwqKCqgozk?si=HMCNuvGhrBlAOgLQ

Hallo,weiß jemand die Uhrzeit (MEZ),wann am Montag sich Albanese und Trump im Weissen Haus treffen??

Nach Pekings Kontrollen: BDSV drängt auf Tempo bei Seltenen Erden https://esut.de/2025/10/meldungen/ruestung2/64492/bdsv-draengt-auf-tempo-bei-seltenen-erden/ Man wird zunehmend fickrig

China’s strategic move on rare earth metals and critical mineral China has heavily invested in education, science, technology, and innovation since it launched reforms and opened up in 1978. • Investment in Education: China invested in education by sending students abroad and upgrading domestic universities. • Research and Development: China invested in research infrastructure and created a research culture through monetary incentives. • Economic Growth: China is using science and technology to drive economic growth. • China’s Dominance in Rare Earth Metals: China controls a significant portion of the global rare earth metals and critical minerals market, from mining and refining to manufacturing. • China’s Expertise in Rare Earth Elements: China excels in mining, processing, refining, and manufacturing rare earth elements, holding a dominant position in these areas. • China’s Investment in R&D: China’s heavy investment in research and development, reflected in a high number of patents, contributes to its technological advancement in rare earth elements. • Export Control Scope: Covers mining, smelting, refining, and magnet-making processes for medium and heavy rare earth elements, including holmium, dysprosium, terbium, yttrium, and gadolinium. • Dual-Use Technology Control: Requires dual-use export licenses for exports involving rare earth production line services and technology transfers. • Unreliable Entity List Update: Addition of 14 foreign entities to the Unreliable Entity List for activities undermining China’s national security and economic interests. https://moderndiplomacy.eu/2025/10/18/chinas-strategic-move-on-rare-earth-metals-and-critical-mineral/

China Rare-Earth Product Exports Shrink as US Frictions Flare • Rare Earth Export Decrease: China’s rare earth exports fell in September, marking a decline from the previous month’s peak. • Reason for Decrease: Beijing’s stricter controls on rare earth exports, including those containing even small amounts of Chinese-origin material, are impacting global supply chains. • Global Impact and Response: The restrictions have sparked global pushback, with the US condemning the measures and hinting at a coordinated response. https://www.bloomberg.com/news/articles/2025-10-18/china-rare-earth-product-exports-shrink-as-us-frictions-flare?embedded-checkout=true

Kühlsysteme mit Magneten Bin auf einen Thread auf HotCopper gestoßen den ich sehr interessant fand Hab denn mal durch ChatGPT gejagt https://chatgpt.com/share/68f3131f-2208-800e-be22-616457305bf4 Es geht um Kühlsysteme die mit Magneten funktionieren. Hab darüber schon mal was gesehen aber finde es sehr interessant wenn diese Richtung bei der Kühlung eingeschlagen wird. https://hotcopper.com.au/threads/the-magnet-war-how-china’s-control-of-ndpr-could-decide-the-future-of-global-cooling.8833451/

auch eben nachgelegt

The US treasury secretary, Scott Bessent, also suggested the US could take direct stakes in rare earth ventures, with the Australian reporting that could include Australian projects.

What could a Trump deal on critical minerals mean for Australia – and could MAGA be a sticking point? Ahead of Anthony Albanese’s White House visit, a ‘price floor’ and US investment in mining ventures have been flagged https://www.theguardian.com/business/2025/oct/18/albanese-trump-white-house-visit-critical-mineral-deal-australia

Tach an alle, schaue mir das erstmalig an. Bin gerade rein bei 0,199€ mit 3000 Stück zum antesten als Beobachtungsposten.