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

Dank dir wird mein Englisch immer besser, was die *komplizierteren* Wörter angeht 🤭.

Blöd nur, dass Trumpel keine Verbündeten kennt und mag!

US Chamber: Align with allies on critical minerals The US Chamber of Commerce says for the country to be successful in strengthening its critical mineral supply chain, the US needs to engage more closely with its allies and free trade agreement partners. “In some cases, this is a simple matter of geology: Mineral reserves are not distributed equitably among nations, and miners must go where the minerals are,” the chamber notes. “The United States needs to build from previous efforts and increase work with allies and partners to develop additional sources of critical minerals as well as processing outside of China.” https://mining.com.au/us-chamber-align-with-allies-on-critical-minerals/

Slow Chinese rare earth export approvals threaten supply chains Licensing delays under new regime put at risk shipments of materials crucial for products from EVs to fighter jets https://archive.is/MEgzg

How China is adeptly playing the ace up its sleeve, rare earth minerals, in US trade deal Until the US-China trade war abates and Beijing eases more rare earth export controls, American buyers are expected to take a skittish long-term view of Chinese sourcing https://www.scmp.com/economy/global-economy/article/3310310/how-china-adeptly-playing-ace-its-sleeve-rare-earth-minerals-us-trade-deal

Danke !!! Das hört sich ja nicht so schlecht an...

Hier beschreibt er das auch nochmal https://x.com/marketopenaus/status/1919960574554780083?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Es ist der Bestandteil Equity also Geld. Die können auch über Abnahmen kommen. Im Endeffekt braucht man Investoren die Geld geben sodass die FID machen können. Schuldenzusagen haben Sie genug.

Erstmal vielen Dank Rudi für deine vielen Infos !!! Kannst du bitte kurz beschreiben, was denn aktuell noch zur FID fehlt. Ist es Geld, sind es Genehmigungen, off-take agreements oder etwas anderes ? Danke schon mal vorab !!!

Aber kennen wir das Gerede von "Mineralien usw sind ganz dolle wichtig für unsere zukünftige Wirtschaft" mittlerweile nicht auswendig!? Irgendwie klingt das wie eine Schallplatte mit Sprung..... ohne wirklichen Mehrwert.

NewsMinister for Resources and Minister for Northern Australia Madeline King has signalled the implementation of the Future Gas Strategy and the Critical Minerals Strategy will be a priority, which augurs well for the Northern Territory.Minister King said strengthening the resources industry is a key priority of the new Albanese Government as a part of its Future Made in Australia agenda.“The implementation of the Future Gas Strategy and the Critical Minerals Strategy is vital for the nation’s productivity agenda,” she said.“The development of our critical minerals and rare earths sector is central to Australia’s national economic, trade and security interests.“The creation of a Critical Minerals Strategic Reserve, combined with Production Tax Credits and the expansion of the Critical Minerals Facility will support Australia’s economy and boost our resilience in a time of global uncertainty.” The Federal Government is aiming to bolster Australia’s economic resilience and national security, transitioning from a critical mineral supplier to a global market leader.Prime Minister Anthony Albanese said the Critical Minerals Strategic Reserve would help Australia unlock its full potential of critical minerals.“Australia will be stronger and safer by developing our critical national assets to create economic opportunity and resilience,” Mr Albanese said. “To leverage our natural resources is in our national interest.” To date the Albanese Government has invested $1.24 billion in the Northern Territory’s Arafura Rare Earth projectNorthern Territory gas explorer Tamboran Resources recently signed a milestone agreement that could see it supplying gas to the Arafura Rare Earths Limited Nolans project in Central Australia. Tamboran and Arafura have entered into a non-binding Letter of Intent (LOI) to progress discussions for gas supply from Tamboran’s Beetaloo Basin assets to Arafura’s Nolans rare earth project 135km north of Alice Springs.Minister King said the federal Government’s plan for northern Australia through work such as its continued support for the northern Australia Infrastructure Facility will create jobs, build infrastructure and support communities. “Our resources industry is the engine room of the economy, but it is also increasingly important for our sovereignty and our national security,” Minister King said.“Critical minerals and rare earths are essential for our defence industry and will be needed by our security partners, particularly as part of AUKUS. “The Albanese Labor Government will work to ensure that all Australians benefit from the resources that are essential to our national interest.

China may expedite US rare earth permit approvals after trade truce: Reuters https://www.mining.com/china-may-expedite-us-rare-earth-permit-approvals-after-trade-truce-reuters/?amp=1 Erst mal nicht so gut

Gina Rinehart’s Global Hunt for Rare Earths and Critical Minerals https://rareearthexchanges.com/news/gina-rineharts-global-hunt-for-rare-earths-and-critical-minerals/

Mittlerweile ist der April auch ins Land gezogen und Arafura wurstelt weiter so dahin. Ich bin gespannt, ob in diesem Jahrzent noch etwas ausgeliefert wird.

Unsere Geldgeber-Regierung bleibt im Amt Die sozialdemokratische Partei von Premier Albanese hat die Parlamentswahl in Australien klar gewonnen - und kann wohl mit absoluter Mehrheit weiterregieren. Dem Konservativen Dutton könnten lobende Worte über Trump geschadet haben. https://www.tagesschau.de/ausland/ozeanien/wahl-australien-114.html

Rio Tinto weighs up rare earths market https://www.mining.com/rio-tinto-weighing-up-rare-earths-market/?amp=1