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

Sichtweise der Zeitung hier THE ECONOMIST: China stockpiles oil, metals and food to brace for new Trump trade war China is stockpiling fuel, food, and metals to mitigate potential sanctions and tariffs, particularly from the United States. This strategy, while strengthening China’s position in trade negotiations, comes with drawbacks such as increased costs, new dependencies, and market volatility. Despite these risks, China’s efforts are reshaping global commodity markets and reducing its vulnerability to external pressures. https://www.economist.com/finance-and-economics/2025/10/26/chinas-secret-stockpiles-have-been-a-great-success-so-far

Ja Xi und Trump stehen vor einem Deal kuckst du oben

fällt richtig runter.Hat jemand Erklärung?

wie sieht ihr die Chance in Zukunft für Arafura?

Danke

Annual General Meeting Thursday 30 October 2025 | 10:00am AWST BDO Australia | Level 9, Mia Yellagonga Tower 2, 5 Spring Street Perth 6000 https://www.arultd.com/investor/shareholder-meetings/ Geht wer hin??? Leider schon was anderes vor ;)

Welches Meeting?

A one-year reprieve from Chinese rare earth blackmail Weekend talks eased tensions, but deep mistrust will continue to define the relationship. The announced “framework” for an agreement sounds more like a temporary truce than a full reconciliation, let alone anything approaching a grand bargain that redefines the relationship between the world’s two largest economies. The Chinese were notably less specific about the outcome of the Kuala Lumpur talks. Even if this is merely a truce, that is still good news. Markets will welcome any stability and certainty they can get, however tentative and limited. https://www.washingtonpost.com/opinions/2025/10/26/china-trade-talks-rare-earths-scott-bessent/

Schön rot alles bei ARU Werde jetzt mal das Meeting abwarten und dann kucken ob ich mir noch was kaufe von ARU.

Okay Danke dir

Du kannst am we bei lang und schwarz handeln, um solche Ausschläge zu haben, reicht manchmal schon eine aktie , weil der spread so hoch ist am we. Hat also nix zu bedeuten...

https://www.mining.com/the-big-winners-from-the-australia-us-critical-minerals-deal/

Wer kann mir den den Ausschlag um 6% um 16:44 bei Lang & Schwarz erklären ? Würde mich interessieren

Gute Werbung The big winners from the Australia-US critical minerals deal Two big winners While the deal boosted sentiment in the Australian critical minerals space, there were two big winners in Albanese’s announcement, Arafura Rare Earths (ASX: ARU) and a joint venture between Alcoa (NYSE: AA) and Sojitz Corp (TYO: 2768). It was a double win for Gina Rinehart-backed Arafura, which also received a letter of interest (LoI) from the Export-Import Bank of the United States (EXIM) for up to $300 million of funding for its $1.2 billion Nolans project in the Northern Territory. “I’ve never seen this level of cooperation between the tops of two governments working together in terms of matching supply and funding. It’s actually quite historic,” Arafura managing director Darryl Cuzzubbo told MINING.com from New York, where he had just completed 12 consecutive hours of investor meetings. “Essentially, through the agreement, Australia is giving somewhat preferential treatment to its critical minerals, to the US, and in return, the US is giving somewhat preferential treatment to funding and price mechanisms, particularly funding, both on the debt and the equity side. “And then secondly, the agreement spells out how the process can be sped up, which will allow projects to move into construction quicker than they otherwise would,” Cuzzubbo said. Ready to build The Australian government announced a $100 million equity investment in Arafura’s Nolans project through Export Finance Australia. Arafura has already invested A$60 million ($39 million) in early works at Nolans. “We’re expecting to finalize our cornerstone equity by the end of this year, and that allows us to then finalize the rest of the funding early next year and then move into construction early next year,” Cuzzubbo said. Nolans has a three-year construction period and a two-year ramp-up phase. Once in full production, it will produce 4,440 tonnes per annum (tpa) of neodymium-praseodymium, 573tpa of mixed middle-heavy rare earths oxide and 5144,393tpa of phosphoric acid. “You’ve got Korea, the US and Germany trying to diversify away from China. At the same time, demand is doubling,” Cuzzubbo said. “Then you look at the rare earths supply pipeline, the number of projects that can move into construction, there’s not too many projects that are going to move into production in the next five to 10 years.” https://www.mining.com/the-big-winners-from-the-australia-us-critical-minerals-deal/

Nach einer Einigung sah es im Handelsstreit zwischen China und den USA schon mehrfach aus. Ist dann aber doch anders gekommen. Jetzt haben sich die zunächst die Verhandlungsdelegationen geeinigt. Muss man abwarten, ob das Ergebnis auch von Trump und Xi abgesegnet wird. Die USA werden sicher trotzdem weiter Vollgas geben um aus der Abhängigkeit von China bei kritischen Rohstoffen wegzukommen. Selbst die EU ist inzwischen aufgewacht. Von der Leyen hat gestern ein Sofortprogramm namens RESourceEU angekündigt. Damit soll kurz-, mittel- und langfristig mehr Unabhängigkeit von China erreicht werden und man will dazu auch ordentlich Geld in die Hand nehmen. Mal sehen, wann das offiziell vorgestellt wird. https://de.finance.yahoo.com/nachrichten/eu-plant-abkehr-verlass-china-134914992.html