ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Forum: Aktien Thema: Hauptdiskussion
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Kommentare 5.392
Krösus1,
24.11.2025 7:18 Uhr
0
Bei Bloomberg ist eine Pay-wall..... wäre aber interessant.
RudiRendite,
24.11.2025 6:19 Uhr
0
Das Imperium schlägt zurück
China’s Li Launches Charm Offensive on Rare Earths at G-20
At the G-20 summit, China’s Premier Li Qiang defended China’s rare earths export restrictions and proposed a global mining initiative with 19 nations. The initiative aims to build an inclusive network for the mining of critical minerals, addressing concerns from developing nations about benefiting from the industry. The summit also highlighted the need for investment in refining and processing critical minerals, rather than just exporting raw materials.
• China’s Stance on Rare Earths: China defends its rare earths export controls, citing national security concerns and a need to manage resources responsibly.
• China’s Offer to Developing Nations: China proposes a global mining initiative to promote mutually beneficial cooperation and ensure developing nations benefit from the rare earths industry.
• G-20’s Concerns: The G-20 summit addressed concerns about China’s dominance in rare earths processing and its impact on global supply chains, urging responsible resource management and sustainable development.
• Global Demand for Refining Investment: Countries seek investment in refining from China and the US in exchange for mineral access.
• Brazil’s Stance on Mineral Export: Brazil aims to be a partner in the global value chain for critical minerals, not just an exporter.
• China’s Green Mining Initiative: China launched a green mining initiative with 19 nations, including resources-rich countries, to address the demand for responsible mining practices.
• China’s Initiative: Building an inclusive network to ensure fair and stable mining of critical minerals.
• European Concerns: European nations are concerned about China’s control over rare earth metals and are seeking to secure their own supply chains.
• African Priorities: African nations prioritise bolstering their technical capabilities to benefit from their mineral resources.
https://www.bloomberg.com/news/articles/2025-11-23/china-s-li-launches-charm-offensive-on-rare-earths-at-g-20?embedded-checkout=true
RudiRendite,
24.11.2025 5:38 Uhr
0
US EXIM to invest $100 billion to secure critical mineral supplies: Report Trump had campaigned on a promise to increase US energy output and has sought to roll back energy and environmental regulations since taking office in January • EXIM Investment Plan: The U.S. Export-Import Bank (EXIM) will invest $100 billion to secure U.S. and allied supply chains for critical minerals, nuclear energy, and liquefied natural gas. • Initial Deals: The first tranche of deals will include projects in Egypt, Pakistan, and Europe. • Investment Justification: The West is over-reliant on supplies of critical materials, and securing these supply chains is crucial for achieving other objectives. https://www.business-standard.com/amp/world-news/us-exim-to-invest-100-billion-to-secure-critical-mineral-supplies-report-125112300620_1.html
It is also looking to back mining projects for uranium — used to make nuclear fuel — the flows of which have moved increasingly into China and Russia.
The White House has stressed the importance of breaking the dependency on China for metals including copper, which is widely used in infrastructure projects, and rare earths, which go into the defence, energy and technology sectors.
https://www.ft.com/content/05671769-9f3c-411d-8d84-3d1c091b1904
RudiRendite,
24.11.2025 5:29 Uhr
0
US EXIM to invest $100 billion to secure critical mineral supplies:
Report
Trump had campaigned on a promise to increase US energy output and has sought to roll back energy and environmental regulations since taking office in January
• EXIM Investment Plan: The U.S. Export-Import Bank (EXIM) will invest $100 billion to secure U.S. and allied supply chains for critical minerals, nuclear energy, and liquefied natural gas.
• Initial Deals: The first tranche of deals will include projects in Egypt, Pakistan, and Europe.
• Investment Justification: The West is over-reliant on supplies of critical materials, and securing these supply chains is crucial for achieving other objectives.
https://www.business-standard.com/amp/world-news/us-exim-to-invest-100-billion-to-secure-critical-mineral-supplies-report-125112300620_1.html
RudiRendite,
23.11.2025 20:21 Uhr
0
The solution to the increased energy demand from AI is through energy addition — that means more nuclear energy.
@POTUS is unleashing the full capabilities of American nuclear energy to power American leadership in the AI race, strengthen our grid, and increase energy output.
https://x.com/secretarywright/status/1992653763124109804?s=46&t=CND_DF6ErYtM-d_GnIoKqA
RudiRendite,
23.11.2025 19:23 Uhr
2
Genau nicht einschüchtern lassen, aber wir glauben halt nicht den Schmarn den du „Gast“ schreibst.
EF ist nicht wertlos und wird es auch nicht - keiner von euch kann mir sagen was EF macht und von den Leuten braucht keiner einen Rat. Über Fakten können wir diskutieren aber über Behauptungen halt nicht.
Lest mal was überlegt - und dann bleibt am Besten weg 😜
RudiRendite,
23.11.2025 19:18 Uhr
1
• Market Sentiment Shift: Uranium and critical minerals sector sentiment shifted from euphoria to panic due to a U.S.–China rare earths deal and methodology changes in URNM.
• Uranium Fundamentals: Uranium fundamentals remain strong with supply unable to meet future demand, requiring prices above $100/lb, ideally closer to $150/lb.
• Investment Opportunity: Despite the downturn, companies like UUUU, the largest U.S. uranium producer with potential in rare earth processing, present attractive entry points.
Catalysts are lining up: word on the street is that the U.S. strategic uranium reserve is a done deal, and we could see news at any moment. The Section 232 investigation on critical minerals should also be wrapping up soon, with potential measures announced across the sector.
Just some Sunday thoughts.
As always, please do your own due diligence.
RudiRendite,
23.11.2025 19:07 Uhr
1
Critical minerals are critical to America!
ICYMI: DOE is investing $355 million to expand domestic production of critical minerals — aiming to weaken reliance on foreign adversaries and advance U.S. energy production and national defense.
https://x.com/energy/status/1992642939487735834?s=46&t=CND_DF6ErYtM-d_GnIoKqA
Krösus1,
23.11.2025 15:36 Uhr
1
Pommesbuden erkennt man an 2,5 Milliarden Marktkapitalisierung. Vielleicht sollten wir einmal hinterfragen, was denn so Pommesbuden wert sind.
Schiro,
23.11.2025 15:23 Uhr
0
Mal wieder einen neuen User angelegt weil den anderen jeder schon auf blockieren gesetzt hat? Krösus ist schon ok
BörsenGerd,
23.11.2025 12:02 Uhr
0
Danke, ich hatte alle gewarnt das stimmt. Bin aber auch schon 30 Jahre an der Börse
RudiRendite,
23.11.2025 11:48 Uhr
0
Energy Fuels vs. Cameco: Which Uranium Stock Has More Upside Today?
https://finance.yahoo.com/news/energy-fuels-vs-cameco-uranium-180200681.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAILBrhdvIDk0LgJQNRpvaGVRY63maWDOGQkHErpopo8CIu06QpQ5YgK-CblRYs37l1YcFg4ryRAEpLV-9b1TrhEUunV2_IUBO0-N4EyWomjrYwF53hBMfJLRpMH-Sflbq_v7GKbpVWvIa0xl8k3kI-10VGLpculJeh-aNSOZCwSN
Conclusion
Both companies face short-term revenue headwinds from volatile uranium prices. While Cameco benefits from its robust fuel services business and long-term contracts, Energy Fuels offers diversification through heavy mineral sands and rare earths.
With a debt-free balance sheet, strong liquidity and exceptional share-price momentum, Energy Fuels appears better positioned for growth despite its premium valuation. Its diversified asset base and advancing REE projects enhance its long-term potential.
Based on current fundamentals and outlook, Energy Fuels, a Zacks Rank #3 (Hold) offers a more compelling risk-reward profile than Cameco, which carries a Zacks Rank #4 (Sell).
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