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

Commonwealth to invest a further $200m in rare earth mining project backed by Gina Rinehart National reconstruction fund to buy stake in Arafura Rare Earth’s planned facility 135km north of Alice Springs https://www.theguardian.com/australia-news/2025/jan/15/commonwealth-to-invest-a-further-200m-in-rare-earth-mining-project-backed-by-gina-rinehart

Securing Critical Minerals Vital to National Security, Official Says. There are 17 elements on the periodic table referred to as rare earth. DOD needs nearly all of them in some capacity, he noted. To address this critical need, the department has embarked on a five-year rare earth investment strategy to build domestic capacity. There is only one rare earth mine currently active in the United States, he noted. Partnering with allies is also key to success, he said. Earlier this year, Congress added the United Kingdom and Australia as domestic sources, in addition to Canada, for purposes of the Defense Production Act. https://www.defense.gov/News/News-Stories/Article/Article/4026144/securing-critical-minerals-vital-to-national-security-official-says/

As Trump talks up trade war with China, fears rise for rare earths supply Beijing dominates the production of critical elements used in the production of electronics, vehicles and weapons. https://www.aljazeera.com/economy/2025/1/9/as-trump-talks-up-trade-war-with-china-fears-rise-for-rare-earths-supply

Und Arafura wird keines dieser Elemente fördern 😏 Dennoch wären auch seltene Erden wichtig. Aber wird maßgeblich von China bestimmt.

https://www.focus.de/finanzen/news/das-metall-malheur-an-fuenf-rohstoffen-droht-die-globale-energiewende-zu-scheitern_7215ff3a-c83c-4eaf-8a40-55f62d0fa04b.html

Yu Jiayi, Chief Analyst for the Nonferrous Metals Sector at Guotai Junan Securities, believes that as domestic rare earth quotas shift from a strong supply release cycle to a supply-constrained pattern, coupled with overseas plans for incremental supply being slow to materialize, the initial results of supply-side constraints are becoming evident. "The continued growth in demand for new energy vehicles and wind power, along with the effective boost in demand for industrial motor equipment upgrades, is expected to elevate the demand curve for 2025-2026. This may succeed new energy as a major source of rare earth demand growth. Additionally, the expansion of application scenarios for robotics may usher in another growth year for rare earth magnetic materials in 2025." https://news.metal.com/newscontent/103111783/%22Volatile%22-Rare-Earths:-Supply-Constraints-Show-Initial-Results-2025-Expected-to-Usher-in-a-Boom-Year-for-Rare-Earth-Magnets-%7C-Year-End-Review

Rare earths: another reason we mustn’t allow Russia to win in Ukraine The so-called rare earths are essential raw materials for advanced electronics industries. China – with the world’s largest economically exploitable reserves – has a major strategic advantage in access to rare earths, underlined by the tight export controls that it has recently imposed. In Europe, it is eastern Ukraine that has the best reserves. To gain and maintain control of Ukraine’s reserves would be a major boost for Russia. A defeat here for Ukraine, enabled by the failure of the west to provide the long-term support that it has promised, would signal to China that it should not be too concerned about western resolve in the event of a Chinese invasion of Taiwan. Taiwan is a dominant supplier of the advanced electronics, incorporating rare earths, that will continue to be a major determinant of economic success. https://www.theguardian.com/world/2024/dec/27/rare-earths-another-reason-we-mustnt-allow-russia-to-win-in-ukraine

What will happen to rare earth markets in 2025? https://www.fastmarkets.com/insights/what-will-happen-to-rare-earth-markets-in-2025/#:~:text=Global%20rare%20earth%20magnet%20demand,increase%20by%20volume%20next%20year.

Wenn bis zum 4. Februar wirklich die FID verkündet werden sollte, müssten im Januar ja erstmal noch einige Offtakes bekanntgegeben werden. Wir werden meines Erachtens also spätestens Mitte Januar wissen, ob der 4. Februar der Tag wird auf den wir alle warten.

Dann müssen wir jetzt mal den Januar abwarten und hoffen das sich bis oder am 4 Februar was tut

I know 😉

https://hotcopper.com.au/threads/u-s-department-of-state-official-statement-on-aru.8366627/page-36?post_id=77145400 Da hat es auch einer schon gepostet

Ist mir nicht aufgefallen danke für den Hint!! Ich denke werde das mal bei HotCopper einstellen und dann kucken was die Down Under mit der Info anstellen!!

Interessanterweise findet am 4.2.25 auch das nächste MSP Forum in Kapstadt statt.

https://wcsecure.weblink.com.au/pdf/ARU/02897413.pdf Die Gaslieferverträge sind auf 4 Februar 2025 verlängert worden. Das ist ein komisches Datum. Sonst waren die immer auf einen letzten des Monats verschoben worden. Das könnte evtl. ein Hinweis auf die FID sein oder gar nix bedeuten. Evtl ist es einfach der Zeitpunkt zu dem die bisherigen Bedingungen auslaufen für das Gas?

And it is good news…. Korea Pledges $38 Billion to Shore Up Its Critical Supply Chains https://www.bnnbloomberg.ca/business/international/2024/12/19/korea-pledges-38-billion-to-shore-up-its-critical-supply-chains/ South Korea has pledged to spend 55 trillion won ($38 billion) over the next three years to shore up the nation’s supply chain for critical minerals and the components needed for key industries, like electric vehicles and battery making.