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

Aber was sagt der Chinese letzte Woche China’s did answer when asked: “Has there been any new understanding reached between the United States and China regarding the supply of rare earths?” “China is always committed to keeping global supply chains stable and secure.” https://x.com/cekdrew/status/2056083397617827851?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Fact Sheet: President Donald J. Trump Secures Historic Deals with China, Delivering for American Workers, Farmers, and Industry China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium. China will also address U.S. concerns regarding prohibitions or restrictions on the sale of rare earth production and processing equipment and technologies. https://www.whitehouse.gov/fact-sheets/2026/05/fact-sheet-president-donald-j-trump-secures-historic-deals-with-china-delivering-for-american-workers-farmers-and-industry/ Alles und nichts ??

The $10 Billion Hunt for the Rocks That Power the World https://youtu.be/d2dgJGkw5p0?is=diNFpwsOsSy9uc9D

Deal rush in rare earths as west seeks to loosen China’s grip Small group of companies compete for assets as they seek first-mover advantage in ‘very hot’ market Ross Bhappu, CEO of Colorado-based rival Energy Fuels, said companies with “bits and pieces of the supply chain are really interested in how they can get more involved with us”. The company in January announced plans to buy lossmaking processor Australian Strategic Materials, which turns mined material into metal, for $299mn. Rare earths are first mined then processed into oxides that metal makers turn into alloys, which are bought by magnet manufacturers. While integrated “mine to magnet” groups exist in China, a lack of funding has held back western rivals. “Relative to extraction, the separation and metallisation steps are higher-value parts of the supply chain for rare earths,” said Oskar Lewnowski, chief executive of investment firm Orion Resource Partners. The west’s winners would need healthy balance sheets to scale, meaning “there probably won’t be more than three or four players that can deliver”, he said, “The number of pieces on the chessboard is very few. At some point they’ll be parcelled out.” https://www.ft.com/content/0c05ef4c-55eb-4293-8bba-7985e4c25e78

Trump leaves Beijing with no rare earth deal confirmed https://www.mining.com/trump-leaves-beijing-with-no-rare-earth-deal-confirmed/

Das sagt MP Materials . Unmittelbarer Engpass: Metallisierung (Midstream) Die Konvertierung von Oxid in Metalle und Legierungen (Metallisierungsstufe) hat weltweit keine ausreichende Kapazität, um die angekündigte Magnetproduktion zu unterstützen. Unternehmen, die nur ein Magnetwerk bauen und Metall von Dritten beziehen wollen, sind diesem Risiko besonders ausgesetzt. Gut für EFs ASM Kauf mit Metallwerk in Südkorea

https://cdn-ceo-ca.s3.amazonaws.com/1l03o12-20260511-EFR-Update-1.pdf

Q1/26 Sees Increased U Sales as Rare Earths Milestones Advance David A. Talbot | MD, Head of Equity Research dtalbot@redcloudsecurities.com Financial Results May 11, 2026 Impact: Positive ➕️ Energy Fuels reported financial and operational results 📝 for Q1/26. Revenue was $35.8M from 510k lbs of U3O8 sales at an avg. price of $70.04/lb (incl. an opportunistic 100k lbs sale at $95.88/lb)….In our view, Q1/26 marks an inflection point for EFR given #uranium sales are becoming continuous, operating CF has turned positive ➕️, inventory costs are falling ↘️, and the new CEO is signalling capital discipline and schedule certainty as priorities.

Anschnallen neue Achterbahn Fahrt

NEWS: U.S. Sanctions Chinese Firms Accused Of Aiding Iran Ahead of Trump-Xi Meeting $UUUU Tensions continue to rise…. The United States has sanctioned nine mainland Chinese and Hong Kong companies and individuals, accusing them of helping Iran’s military. The decision, which risks complicating Donald Trump’s visit to China next week, was announced on Friday by the Treasury and State departments. A Treasury Department press release said those targeted were “enabling efforts by Iran’s military to secure weapons” or securing “raw materials with applications in Iran’s Shahed‑series unmanned aerial vehicles and ballistic missile programme”. The Treasury sanctions target five firms and one individual. They include the mainland China-based Yushita Shanghai International Trade Company, which is accused of helping Tehran to buy arms. Meanwhile, Hitex Insulation Ningbo Company is accused of supplying millions of dollars’ worth of materials used in ballistic missile research and flight test launches. Its legal representative, Li Genping, was also sanctioned. Hong Kong-based HK Hesin Industry Company is accused of working as an intermediary in procurements, while Mustad Limited, also based in the city, is accused of helping Iran’s Islamic Revolutionary Guard Corps to buy arms. Separately, the State Department said on Friday that it had sanctioned four companies, including three mainland Chinese firms accused of providing satellite imagery that enabled Iranian strikes against US forces in the Middle East. They include Chang Guang Satellite Technology, China’s first commercial satellite company. It is accused of collecting satellite imagery of US and allied military facilities on behalf of Iran. The two other Chinese companies also accused of providing satellite imagery to Iran are Beijing-based The Earth Eye and Hangzhou-based geospatial intelligence firm MizarVision. The State Department alleged that MizarVision had published open-source images detailing US activities during the war. The sanctions could effectively block the Chinese companies from accessing the dollar-denominated financial mechanisms required to trade, invest or move money globally. https://x.com/cekdrew/status/2053126346604212567?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Achterbahnfahrt mit Trend bergauf.

Ist gar nicht wichtig es zu verstehen, weil es komplett egal ist ob es heute, morgen oder übermorgen fällt oder steigt. Wenn Energy Fuels das umsetzt, was sie vorhaben, geht der Kurs automatisch dort hin, wo wir ein Fernrohr benötigen um ihn von unserem Standpunkt sehen zu können.

irgendwie schon wieder nicht zu verstehen oder?

SEHR sehr seh.......r🫢

Denke, wir werden hier noch sehr lange vereint sein.