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

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.

Arafura’s Nolans project globally recognised https://www.australianmining.com.au/arafuras-nolans-project-globally-recognised/

Das aus dem HotCopper Forum von ARU finde ich eine einleuchtende Erklärung warum hier so wenig passiert Big businesses, Governments don’t want to be cut off with no supply, so they are still filling their boots with the cheap china supply while they can (stockpiling both NdPr and Magnets), but working in the background to seek ex-china supply. This is obviously why POSCO and others are not wanting any public release of strategic equity investment etc. until it is all agreed and signed. They are still reliant on China..and so are the POSCO customers!

Sie setzen mittlerweile mehr auf Öffentlichkeitsarbeit aber inhaltlich geht leider nichts voran

Na immerhin doch noch ins Plus gedreht.... im Gegensatz zu Lynas. 🙄