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

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 😊

Denke mal sollte so um 17 Uhr Berlin Zeit sein am 20.10

What will happen when Albanese meets Trump? | Insiders On Background Eine Analyse des Transkripts mit ChatGPT https://chatgpt.com/share/68f390a6-e4f8-800a-b7f2-65d80499c403 Original Video https://youtu.be/PzwqKCqgozk?si=HMCNuvGhrBlAOgLQ

Hallo,weiß jemand die Uhrzeit (MEZ),wann am Montag sich Albanese und Trump im Weissen Haus treffen??

Nach Pekings Kontrollen: BDSV drängt auf Tempo bei Seltenen Erden https://esut.de/2025/10/meldungen/ruestung2/64492/bdsv-draengt-auf-tempo-bei-seltenen-erden/ Man wird zunehmend fickrig

China’s strategic move on rare earth metals and critical mineral China has heavily invested in education, science, technology, and innovation since it launched reforms and opened up in 1978. • Investment in Education: China invested in education by sending students abroad and upgrading domestic universities. • Research and Development: China invested in research infrastructure and created a research culture through monetary incentives. • Economic Growth: China is using science and technology to drive economic growth. • China’s Dominance in Rare Earth Metals: China controls a significant portion of the global rare earth metals and critical minerals market, from mining and refining to manufacturing. • China’s Expertise in Rare Earth Elements: China excels in mining, processing, refining, and manufacturing rare earth elements, holding a dominant position in these areas. • China’s Investment in R&D: China’s heavy investment in research and development, reflected in a high number of patents, contributes to its technological advancement in rare earth elements. • Export Control Scope: Covers mining, smelting, refining, and magnet-making processes for medium and heavy rare earth elements, including holmium, dysprosium, terbium, yttrium, and gadolinium. • Dual-Use Technology Control: Requires dual-use export licenses for exports involving rare earth production line services and technology transfers. • Unreliable Entity List Update: Addition of 14 foreign entities to the Unreliable Entity List for activities undermining China’s national security and economic interests. https://moderndiplomacy.eu/2025/10/18/chinas-strategic-move-on-rare-earth-metals-and-critical-mineral/

China Rare-Earth Product Exports Shrink as US Frictions Flare • Rare Earth Export Decrease: China’s rare earth exports fell in September, marking a decline from the previous month’s peak. • Reason for Decrease: Beijing’s stricter controls on rare earth exports, including those containing even small amounts of Chinese-origin material, are impacting global supply chains. • Global Impact and Response: The restrictions have sparked global pushback, with the US condemning the measures and hinting at a coordinated response. https://www.bloomberg.com/news/articles/2025-10-18/china-rare-earth-product-exports-shrink-as-us-frictions-flare?embedded-checkout=true

Kühlsysteme mit Magneten Bin auf einen Thread auf HotCopper gestoßen den ich sehr interessant fand Hab denn mal durch ChatGPT gejagt https://chatgpt.com/share/68f3131f-2208-800e-be22-616457305bf4 Es geht um Kühlsysteme die mit Magneten funktionieren. Hab darüber schon mal was gesehen aber finde es sehr interessant wenn diese Richtung bei der Kühlung eingeschlagen wird. https://hotcopper.com.au/threads/the-magnet-war-how-china’s-control-of-ndpr-could-decide-the-future-of-global-cooling.8833451/

auch eben nachgelegt

The US treasury secretary, Scott Bessent, also suggested the US could take direct stakes in rare earth ventures, with the Australian reporting that could include Australian projects.