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

ASM’s immediate appeal for Energy Fuels, for example, has far less to do with its proposed rare earths and refining project at Dubbo in NSW and more with the company’s established facility in South Korea producing rare earths metals and alloys. Its South Korean-based manufacturing capacity using ASM-owned technology has given the company uncommon expertise in processing more advanced rare earths products where China’s dominance is even more extreme, at well over 90 per cent of global supply. ASM has been sourcing rare earths for its South Korean factory from Australia’s Lynas Corporation and America’s only operating rare earths mine, MP Materials, while selling its metals and alloys to magnet manufacturers in Europe and increasingly the US to challenge China. Following a capital raising last year, ASM had already planned to expand South Korean alloy production from 1300 tonnes per year to 3600 tonnes, while exploring ways to replicate this metal manufacturing capacity in the US.

US takeover of Aussie rare earths minnow part of global tussle Australian Strategic Materials is a weapon in America’s effort to avoid China’s stranglehold on rare earths processing and magnet making. • US-China Geopolitical Tension: The takeover of Australian Strategic Materials (ASM) by Energy Fuels is a strategic move in the global competition for rare earth metals processing. • ASM’s Strategic Importance: ASM’s acquisition is crucial for establishing an alternative supply chain to China’s dominance in rare earth metals and magnet production. • ASM’s Vision for the Future: ASM aims to promote international collaboration and integration within the rare earths supply chain to counter Chinese influence. • ASM’s Appeal to Energy Fuels: Driven by Energy Fuels’ rare earths processing expertise in South Korea, not its Dubbo project. • ASM’s Rare Earths Sourcing and Sales: Sources rare earths from Lynas and MP Materials, sells metals and alloys to magnet manufacturers in Europe and the US. • ASM’s Expansion Plans: Expanding South Korean alloy production and exploring replicating this capacity in the US. • Merger Rationale: Energy Fuels aims to expand its role in the critical minerals market by integrating ASM’s metallization and alloying capabilities with its own mining and separation assets. • ASM’s Strategic Advantage: ASM’s established capability in metallization makes it an attractive partner for companies seeking to integrate this step into their supply chains. • Merger Details: ASM shareholders will receive Energy Fuels shares in exchange for their ASM shares, with a dividend paid prior to the exchange. • Takeover Benefits: The takeover will reduce the estimated cost of the rare earths project in Dubbo by around $200 million and de-risk the technical complexity of the refining process. • Project Timetable: The timetable for the Dubbo project is likely to be delayed, possibly indefinitely, despite the federal government’s backing. • Australia’s Rare Earths Potential: Australian skills and resources can make the country a natural partner in defying China’s stranglehold over rare earths mining and processing. • Financial Assistance for Mining Projects: The Albanese government is providing billions of dollars in financial assistance to mining and processing projects, including Arafura and Iluka Resources. • Strategic Reserve for Critical Minerals: Canberra is committed to creating a strategic reserve for critical minerals, initially focusing on gallium, antimony, and rare earths. • Gallium Plant Development: The government is investing in a gallium plant in Western Australia in partnership with the US and Japan. https://www.afr.com/companies/mining/us-takeover-of-aussie-rare-earths-minnow-part-of-global-tussle-20260517-p5zxws

Ist einfach wenn Uran oder Seltene Erden Fallen fällt EF Wenn Uran oder seltene Erden steigen steigt EF nicht

EF handelt wie die seltenen Erden Aktien

oder gibt es hier noch Investierte die etwas zur Charttechnik sagen können/wollen? Danke

Habt Ihr eine Ahnung oder Vorstellung warum gerade die Uranaktien so runtergeprügelt werden obwohl der Uranpreis ja eher auf gleichem Niveau bleibt?

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