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

Das wird wohl nach oder Vorbörslich geschehen oder was meint ihr ?

Wann heute Abend?

https://finimize.com/content/araff-asset-snapshot

wenn heute Abend zur positiven Ergebnissen kommt, könnte es richtig knallen.

Bin gespannt wann wir einen Euro sehen.

Australien plant einem Zeitungsbericht zufolge als Reaktion auf den wiederbelebten Handelskrieg zwischen den USA und China ein umfassendes Rohstoffabkommen mit Washington. Dazu zähle die Einführung von Mindestpreisen für kritische Rohstoffe, berichtet die Zeitung "The Age". Zudem hätten Regierungsvertreter Gespräche mit Bergbauunternehmen über eine "strategische Reserve" im Wert von 1,2 Milliarden australischen Dollar (rund 744 Millionen Euro) aufgenommen.

ob das gut war,zeigt sich heute Abend

Echt? Wird doch erst heute Abend unserer Zeit richtig spannend...aber wie immer.. wenn du damit zufrieden bist ist es ja ok🙂

Habe gerade mit 25% plus verkauft ...😁

China's Leverage Over Rare Earths 'Very Strong,' GS Says China's leverage over rare earths could last for some time, Goldman Sachs analysts say in a research note. China's market power in rare earths is "very strong" given its dominance in the minerals themselves, the refining process, and the magnets made from them, the analysts say. While light rare earths aren't that rare, heavy rare earths such as dysprosium and terbium are more difficult to find in economically recoverable quantities. Although the U.S. has invested in rare-earth production ramp-up, some of these facilities won't be operational before 2028, the bank says. Meanwhile, commercial inventories of magnets are low as China has tried to monitor and restrict inventory held outside China for some time, GS adds. https://x.com/sino_market/status/1980109392755474637?s=46&t=CND_DF6ErYtM-d_GnIoKqA

A stock trader’s guide to navigating China’s curb on rare earths • Investment Implication: China’s control and potential restrictions on rare earth minerals, crucial for advanced technologies, are impacting investment strategies, with a focus on securing supply chains outside China. • Market Impact: The potential restrictions on rare earth minerals are causing a surge in shares of rare earth miners and processors, while the impact on rare earth users remains to be seen. • Sectors at Risk: Sectors heavily reliant on rare earth minerals, including technology and automotive, face potential disruptions and increased costs due to China’s control and potential restrictions. • Share Price Gains: Companies outside of China that extract rare earth materials have seen significant share price increases. • Investor Considerations: Investors are weighing the sustainability of these gains and the potential for increased investment in Western companies. • China’s Benefit: Chinese miners have also benefited from expectations of higher metals prices. • China’s Control of Rare Earths: China controls nearly the entire global supply of rare earths, which are critical to chip production. • Potential Impact on Chip Equipment Suppliers: Companies like Applied Materials, Tokyo Electron, ASM International, and Lam Research could be at risk due to China’s control of rare earths. • Current Inventories Sufficient: Current strategic inventories of rare earths should be sufficient for the next 12 to 18 months, according to Bank of America. • Military Equipment Production: Rare earth elements are crucial for manufacturing weapons and drones, and restrictions on exports could impact production. • Automaker Reliance: Rare earths are essential for various car components, including those in electric vehicles, making automakers vulnerable to supply chain disruptions. • Mitigation Strategies: Automakers are exploring alternative technologies and materials to reduce their dependence on rare earths. • Supply Chain Diversification: Companies like General Motors and Siemens Energy are securing metals from suppliers outside of China to reduce reliance on Chinese suppliers. • Renewable Energy Impact: Wind turbine makers are diversifying their supply chain for rare earth elements like neodymium and dysprosium, which are crucial for wind power generation. • Market Adaptation: While China’s restrictions could impact metal prices, the industry has a history of adapting to supply chain challenges. https://www.mining.com/web/a-stock-traders-guide-to-navigating-chinas-curb-on-rare-earths/

Australian Prime Minister to meet Trump early Tuesday morning. Given Australia's strong position, it’s likely a rare earths supply agreement will be reached. The quality of the deal will hinge on Trump's mood and unpredictability during the meeting. https://x.com/hc_haplo/status/1979833750923231264?s=46&t=CND_DF6ErYtM-d_GnIoKqA

In dem ABC-Analyseartikel wird ein US-Handelsvertreter zitiert: Auf die Frage des australischen Ministers „How can we help America become great again?“ antwortete dessen US-Kollege mit einem Augenzwinkern: „Give us your critical minerals.“ Die inszenierte Botschaft ist: Australien hält die Rohstoffe in der Hand, die Trump zum Ausbau seiner Wirtschaft (Stichwort „America First“) benötigt. Die Regierung wirbt demnach um amerikanische Investitionen und sichert die USA eine „garantierte und verlässliche Lieferkette“ zu . Die Experten weisen darauf hin, dass solche Vereinbarungen oft mit hohen Subventionen, Steueranreizen und Mindestabnahmepreisen einhergehen – ähnlich wie der kürzlich geschlossene Deal mit MP Materials (US-Mine) gezeigt hat

Upcoming Albanese-Trump Meeting and Barnaby Joyce’s departure from Parli... https://youtu.be/l5HFyDLAbAI?si=Xex-vjlyDB7J7LoJ Hab das Transkript analysieren lassen https://chatgpt.com/share/68f4b124-5afc-800a-a07f-9232bcca678b

The World Has Woken Up To China's Supply Chain Weaponization: Navarro When it comes to critical energetic materials for munitions and missiles, the report noted, there’s often “no other source or drop-in replacement material.” And in cases where that option exists, it added, the time and cost can be prohibitive—sometimes hundreds of millions of dollars each. “My job, literally every day, is to worry about whether we have enough magnets or pharmaceuticals or ball bearings or whatever it is that we need,” Navarro said, citing an old proverb: “The war was lost through a horseshoe.” https://www.zerohedge.com/geopolitical/world-has-woken-chinas-supply-chain-weaponization-navarro

Besten Dank 😊