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

China’s Mineral Monopoly Is America’s Achilles’ Heel • China’s Rare-Earth Export Control: China imposed and then suspended sweeping restrictions on rare-earth exports after a trade framework was reached with the US. • China’s Stance on Critical Minerals: China views critical minerals as leverage against the US and its allies in negotiations, not as tradable commodities. • China’s Playbook for Dominance: China’s strategy involves subsidising domestic companies, manipulating markets, controlling critical chokepoints, and leveraging that control for concessions. • Importance of Rare-Earth Elements and Critical Minerals: Essential for various industries, including agriculture, defence, and technology, impacting national economy and defence readiness. • China’s Control and its Impact: China’s control over these materials, demonstrated by the 2010 export suspension, led to price spikes, order delays, and defence industry challenges. • China’s Strategic Move: China’s systematic campaign to monopolise global supply chains, exemplified by the Magnequench case, highlights its intent to leverage these materials for economic and political gain. • China’s Dominance in Rare Earths: China controls 70% of global mining, 85-90% of refining, and over 90% of magnet production, using subsidies and price controls to maintain its dominance. • US Efforts to Revitalise Manufacturing: The US is utilising the Defence Production Act to prioritise domestic mineral production, collaborating with companies like MP Materials to expand US supply chains. • Path to Success: The US will succeed when it achieves independence from Chinese supply chains for critical minerals, ensuring stability in industries like agriculture and defence. • US Dependence on China: The US cannot afford to be dependent on China for minerals, as it would give China control over the outcomes. • US Strategy for the 21st Century: The US should not repeat its past mistakes of relying on foreign powers for resources, as exemplified by the Cold War. • Representative Backgrounds: Representative Zach Nunn serves on the House Select Committee on the Chinese Communist Party, the House Financial Services Committee, and the House Agriculture Committee. Representative John Moolenaar is the chairman of the House Select Committee on the Chinese Communist Party and a member of the House Appropriations Committee. https://www.nationalreview.com/2026/01/chinas-mineral-monopoly-is-americas-economic-achilles-heel/

Congratulations to @VistraCorp, @TerraPower and @oklo on their recent agreements with @Meta. These agreements will support the continued development of domestic, safe and reliable #nuclear technologies and the nuclear #supplychain, help secure thousands of American jobs and increase #energy production. Read more about Meta's agreements here: about.fb.com/news/2026/01/m… https://x.com/energy_fuels/status/2010769997841551667?s=46&t=CND_DF6ErYtM-d_GnIoKqA

US to push for quicker action in reducing reliance on China for rare earths https://www.reuters.com/business/energy/us-push-quicker-action-reducing-reliance-china-rare-earths-2026-01-11/

Danke Rudi

Die Finanzdaten sind aber top CAPEX (Investitionsaufwand): • Stage 1 ≈ 769 M$. • Stage 2 ≈ 142 M$. • Summe Stage1 2 ≈ 911 M$ (Pre-FID / Vorlaufkosten z.T. zusätzlich aufgeführt). • LOM-OPEX (Lebensdauer-Betriebskosten): 4.554 M$ (entspricht ≈118,8 M$/a im Mittel). Produktion (jährliche Mittelwerte, LOM-Durchschnitt): • Ilmenit: 959 kt/a • Zirkon: 66 kt/a • Rutil: 8 kt/a • Monazit: 24 kt/a. (Quelle: Tabelle 1-1 / LOM Profile). Preisannahmen (FS-Basis, real): • Ilmenit 199 $/t, Rutile 1.250 $/t, Zirkon 1.200 $/t, Monazit 6.600 $/t. Finanzkennzahlen (FS Ergebnis): • NPV₁₀ (post-tax, real): 1.415 M$. • IRR (post-tax): 22,1 %. • Payback (nach Produktionsbeginn): 4,8 Jahre. • LOM Free Cash Flow (post-tax, real): ≈ 10.040 M$ (FS-Angabe).

Habe mit ChatGPT mal die Feasability Study analysieren lassen. Hier ist der Link dazu: https://chatgpt.com/share/69621e60-0ec8-800e-9758-411299cf5405 Was mir nicht gefällt: • Monazit-Lizenz: Derzeit kein Abbaurecht für Monazit im Permit – ein zentraler Engpass. Ohne rechtzeitige Lizenzanpassung würde ein bedeutender Umsatzposten entfallen . • Landrechte: Großer Teil benötigter Flächen (ges. ~9.948 ha) ist bisher nicht erworben . Das Fehlen endgültiger Landpachtverträge (PE37242-Innenbereich, Infrastruktur-Korridor, Hafenareal) ist kritisch. Die Gefahr von langwierigen Verhandlungen oder Entschädigungsstreitigkeiten (DUP) besteht. • Projektsuspendierung: Der Projektstopp seit 2019 zeigt, dass politische Entscheidungen projekteitig umkehren können. Zwar ist die Aufhebung 2024 positiv, aber ein Restrisiko bleibt (z.B. neue Regierung). • Wasserverfügbarkeit: Die aktuelle Datenlage basiert auf wenigen Brunnenversuchen. Ein Mangel an validierten Hydrogeodaten könnte die Annahmen über Wasserangebot untermauern. Geplante Hydrogeologie-Studien noch nicht vollständig abgeschlossen.

-10% vom day high

Vara Mada Feasibility Study Update Outlines Robust Economics David A. Talbot | MD, Head of Equity Research dtalbot@redcloudsecurities.com Development Update January 9, 2026 Impact: Neutral to Slightly Positive Energy Fuels announced an Updated Feasibility Study (FS) for the Vara Mada (formerly known as Toliara) project in Madagascar . The study outlined an after-tax NPV10% of US$1.8B and 24.9% IRR (at US$280/t #Ilmenite, US$1,400/t #Rutile, US$1,750/t #Zircon, and US$6,600/t #Monazite). We are pleased at the upgrade to the FS which better fits EFR’s strategy of ultimately delivering about one quarter of its saleable product to itself. https://cdn-ceo-ca.s3.amazonaws.com/1km27fl-20260109-EFR-Update-1.pdf

Zollentscheidung verschoben

mysteriöse entwicklung gestern und heute wieder

Gib ihm die 20$ los…

Ich liebe maßlose Übertreibungen!

sieht so aus als geht heute die post ab

🎱

China has begun choking off exports of rare earths and rare-earth magnets to Japan, a potential blow to Japanese companies that use them to produce components for global chip makers, car companies and defense firms.: WSJ https://x.com/zerohedge/status/2009230907056836623?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Einen Plan hat man also schon, wie das werden soll.