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

Das muss doch jetzt mal den entscheidenden Schub für die FID geben

Rare earths are integral for the manufacture of magnets that go into products such as wind turbines, electric vehicles and defence equipment. Demand for processed rare earths is expected to double by 2030, with the current market dominated by a single supplier. This commitment from the NRFC builds on combined funding from the Critical Minerals Facility and the Northern Australia Infrastructure Facility (NAIF) and will help deliver Australia’s first combined rare earths mine and refinery in the Northern Territory. https://www.linkedin.com/posts/madeleine-king-9b575b22_the-national-reconstruction-fund-corporation-activity-7285187920351703043-za2I?utm_source=share&utm_medium=member_ios

Wenn es jetzt mehrere positive Nachrichten gibt denke ich ja. Hoffe mal auf eine FID in der nächsten Zeit.

Jetzt aber...😊🚀

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