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

Denke mal diese zwei Dinge befeuern den Seltenerden Markt nun Wyloo set for rare earths revival with bet on Hastings https://www.smh.com.au/business/companies/wyloo-set-for-rare-earths-revival-with-bet-on-hastings-20250220-p5lds8.html Nd +4,5% https://price.metal.com/mobile/spot/201102250592?price_type=metals%20price

China will Kontrolle über seine Seltene-Erden-Industrie weiter verschärfen In Bezug auf das geplante Rückverfolgbarkeitssystem werden auch Exportlizenzen erwähnt, die es bislang noch nicht für Seltenerdmaterialien gibt – wohl aber für bestimmte damit verbundene Technologien. Ah interessant!! https://rohstoff.net/china-will-kontrolle-ueber-seine-seltene-erden-industrie-weiter-verschaerfen/

Korea launches 50 billion won supply chain stabilization fund for key minerals Korea establishes a new council to enhance investment and support for critical mineral resources. A multi-ministerial council has launched, encompassing an annual investment of 50 billion won in a supply chain stabilization fund for key minerals such as electric vehicles and semiconductors. https://biz.chosun.com/en/en-policy/2025/02/18/5HSQHZZAHRFSPJEMB2ATKGL55I/?outputType=amp

Rohstoff-Lieferketten sichern: Südkorea richtet Fonds ein Ziel ist die Mobilisierung öffentlicher und privater Investitionen in Millionenhöhe. Bekommt ARU noch was wegen Hyndai Posco??? https://rohstoff.net/rohstoff-lieferketten-sichern-suedkorea-richtet-fonds-ein/

High Voltage: Can government cash splash will rare earths mines into existence? https://hotcopper.com.au/threads/rare-earth-macro-discussion.8439693/page-6?post_id=77851299

Das ist interessant- von HotCopper Es wurde schon länger spekuliert aber nun sind Posco und Arafura im Zusammenhang genannt! POSCO International and Star Group Drive U.S. Magnet Manufacturing Expansion – Australian Mine is Key Strategic partnerships with Arafura Rare Earths and Hancock Prospecting aim to create a non-China rare earth supply chain for electric vehicles. https://rareearthexchanges.com/news/ev-magnet-supply-chain/?utm_source=Rare+Earth+Exchanges&utm_campaign=075868d1b4-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_50a3b684e9-075868d1b4-640552648&mc_cid=075868d1b4

Danke / jetzt hoffe ich mal das es auch fruchtet das Investment

Hallo RudiRendite, vielen Dank für deine fortlaufenden Informationen und Einschätzungen, solche Leute braucht das Forum.

Arafura Rare Earths CEO on Nolans Rare Earths Project and meeting the supply deficit Arafura Rare Earths CEO Darryl Cuzzubbo talked with Proactive about the company's construction-ready Nolans rare earths project. Arafura plans to produce Neodymium-Praseodymium (NdPr) oxide, a key material for electric vehicles and wind turbines. Cuzzubbo emphasised that the company is well-positioned as it bypasses the China supply chain by processing 95% towards the final metal. Cuzzubbo noted that demand for these critical rare earths is expected to double in the next decade, driven by EVs, wind turbines, and robotics. He highlighted that Arafura has secured binding offtake agreements with Hyundai, Kia, and Siemens Gamesa. The company is in the final stages of securing equity funding, with the Australian government’s National Reconstruction Fund Corporation committing 200 million Australian dollars to support the project. Arafura expects to start construction later this year, with a three-year build time followed by a two-year ramp-up. Once operational, the Nolans project could supply approximately 4% of global demand. https://www.proactiveinvestors.com.au/companies/news/1065952/arafura-rare-earths-ceo-on-nolans-rare-earths-project-and-meeting-the-supply-deficit.html

Bei AnSturm schon !!! 😛

A $7 billion critical minerals push https://www.australianmining.com.au/a-7-billion-critical-minerals-push/ :)

Bei Sturm denke ich nicht unbedingt an strahlende Gesichter🤷‍♂️

Evtl???

Ruhe vor dem Sturm?

Aso - do your own research 🔬🫣😛

Du hast mich hergebracht. 😉