ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Forum: Aktien Thema: Hauptdiskussion

Wenn seltene Erden generell mal interessieren - vom ZDF Wettlauf um begehrte Rohstoffe: So möchte Japan unabhängig von China wer... https://youtu.be/eawpWSDp1Lg?si=24CZM4I4m0UKcqVK Japan ist sehr mit Lynas verbandelt

EU Pushes Rare Earth Mineral Partnership With US To Cut China Reliance https://www.zerohedge.com/markets/eu-pushes-rare-earth-mineral-partnership-us-cut-china-reliance Evtl gut für EF

Ging sogar hoch. Echt wild. Hab zum Glück nur bisschen verkauft um sicher zu gehen.

Morgen ist Ministerkonferenz, da geht es um Sicherung Rohstoffe usw. Da könnte es einen richtigen Schub geben

West speeds up pursuit of China in supply chain race • Western Companies in Rare Earths: Lynas Rare Earths, Energy Fuels, and MP Materials are Western companies challenging China’s dominance in rare earth production. • China’s Dominance and Geopolitical Implications: China’s control over rare earths, crucial for various technologies, poses a strategic challenge for Western nations, leading to efforts to secure alternative supply chains. • US Efforts to Secure Rare Earths: The US is actively seeking to diversify its rare earth supply, including exploring mining opportunities and investing in domestic producers like MP Materials. • Japan’s Rare Earth Strategy: Japan reduced its reliance on Chinese rare earths to 60-70% by diversifying suppliers and investing in companies like Lynas. • Lynas’ Production and Expansion: Lynas, a major rare earth producer, is expanding its heavy rare earth production in Malaysia to meet growing demand. • Western Rare Earth Demand and Supply Gap: Despite efforts to increase production, Western demand for rare earths far exceeds current supply, highlighting the need for further capacity building. • Rare Earth Production: China produced 270,000 tonnes of rare earth oxides in 2024, more than four times the combined total from the U.S., Australia, and Brazil. • White Mesa Mill Expansion: Energy Fuels’ White Mesa mill in Utah could produce a comparable amount of separated rare earths after its expansion in 2029. • White Mesa Mill Capacity: The expansion could boost capacity six-fold to 6,000 tonnes per year of separated NdPr and about 300 tonnes of heavy elements dysprosium and terbium. • Company Goal: Energy Fuels aims to become a leading global producer of rare earth oxides, comparable to Lynas. • Recent Acquisition: Energy Fuels acquired Australian Strategic Materials for $299 million, gaining rare earths processing sites in South Korea and Australia. • Cost-Effective Expansion: White Mesa’s mill expansion is projected to be highly profitable, with a significant NPV and IRR, and lower costs compared to similar facilities like Iluka Resources’ Eneabba plant. • Utah Mill Project Advantage: Benefits from expanding an existing facility, unlike Eneabba which is a new plant. • White Mesa Production Potential: Could surpass North America’s only rare earths mine, Mountain Pass, in output and process heavy rare earths. • Brazil’s Rare Earths Potential: Poised to become a major player due to its reserves, projects, and partnerships. • Pela Ema Production Capacity: 5,000 tonnes of light and heavy rare earths annually, with plans to increase to 6,500 tonnes by early 2027. • Caldeira Project Reserves: 103 million tonnes in probable reserves grading 4,091 ppm total rare earth oxides (TREO) for 421,000 tonnes of TREO. • China’s Rare Earth Dominance: Decades of state-led investment, starting in 1964, led to China becoming the world’s top producer of rare earths by 1986. • Rare Earth Resources in Western Countries: Abundant, with Mt Weld and Mountain Pass mines having an estimated 50 years of combined mine life. • Challenge in Rare Earth Processing: Technically complex and expensive separation of rare earth elements. • Lynas’ Expertise: 13 years of experience in environmentally responsible, in-house rare earths processing. https://www.northernminer.com/news/west-speeds-up-pursuit-of-china-in-supply-chain-race/1003887225/

Wenn ich hier eines gelernt habe ist das dieses Teil unberechenbar ist. Ne Zockeraktie für daytrader

Ich warte erstmal ab, der Gesamtmarkt schmiert gerade ab

Und bei 18 wieder rein?

Also verkaufen?

War ja klar, das der Gewinn zum Ende wieder taut 😔

Ich überlege auch aber ist über 20 und hält

Guckt heute geht’s andersrum. Hat’s bestimmt paar Shorties gekillt🙈🤪

Meint ihr es setzen heute noch Gewinnmitnahmen ein? Steht ja ziemlich stabil

Hoffen wir es

Stimmt 👍