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

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RudiRendite
RudiRendite, 24. Sep 17:20 Uhr
0
As Trump meets Xi, rare earths give China a powerful hand China’s chokehold over rare earths has informed the White House’s less confrontational approach to Beijing, analysts say. • Rare Earth Leverage: China’s dominance over rare earths — vital for electronics, green energy and defence — strengthens Xi Jinping’s position in relations with Donald Trump. • Shift in U.S. Strategy: Analysts and former officials suggest the White House has adopted a less confrontational stance due to rare earth dependence during the trade war. • Trade Truce Extension: Both sides agreed to extend a trade truce, pausing Chinese export controls on rare earths until 10 January. • Export Volume: Chinese rare earth exports to the U.S. reached 512,000 kilograms in January 2025 during Trump’s second term, according to Chinese customs data. • Global Refining Control: Chinese firms hold over 90 per cent of global rare earth refining capacity, per the International Energy Agency. • Potential Economic Impact: A total export ban could cause annual U.S. industry losses of $1.5 trillion, according to the International Energy Agency.
Nabulace
Nabulace, 24. Sep 17:15 Uhr
0
Zwischen Mp Materials, Usa Rare Earth und Energy Fuels wär hat das wahrscheinlichste und meiste Potenzial eurer Meinung nach
Bullish555
Bullish555, 24. Sep 16:39 Uhr
0
Der Dreck fällt echt jeden Tag
Bullish555
Bullish555, 24. Sep 13:47 Uhr
0
Korb ist bei 4€ aufgestellt
Ja.Tuete
Ja.Tuete, 24. Sep 13:17 Uhr
1

US and China agree to extend trade truce until January: Bessent Two-month extension follows 'very productive talks,' Treasury secretary says • Trade Truce Extension: The U.S. and China have extended their trade pause by two months until January during Xi Jinping’s first state visit to Washington in over a decade. • Negotiation Time: The extension aims to allow further talks on broader agreements following tariffs and rare earth restrictions. • Implementation Gaps: Scott Bessent noted incomplete Chinese deliverables and delays in promised agricultural purchases after meetings with He Lifeng. • Productive Talks: Bessent described discussions as productive, with potential tariff cuts on $30 billion of non-critical goods and more agricultural deals. • Leadership Meetings: There is a possibility of two additional meetings between Donald Trump and Xi Jinping before year-end. • AI Cooperation: Bessent expects China to agree to a notification system for national security issues in artificial intelligence, noting Chinese eagerness to engage. • Truce Agreement: The US and China agreed in Busan to avoid escalating a trade war, with Washington limiting tariffs and Beijing easing rare earth export controls. • Extended Expiry: The deal now ends on 10 January 2027, earlier than Beijing’s desired extension to January 2029. • Distrust and Uncertainty: A two-month extension highlights serious mistrust, with 2027 expected to bring greater uncertainty in trade relations. • Rare Earth Controls: China imposed export restrictions in April 2025; shipments fell 13% year-on-year in August and 20% from July despite the truce. • Tariff Limits: The US pledged to cap new tariffs at 20% under the second Trump administration, while an investigation into excess capacity continues. • Short-Term Strategy: Washington uses brief extensions as checkpoints to monitor Chinese export performance and encourage Western diversification. • Unusual Airport Welcome: President Trump and Melania Trump greeted Xi Jinping and Peng Liyuan at Joint Base Andrews, breaking typical protocol reserved mainly for Roman Catholic popes. • Bilateral Meeting Topics: The leaders are set to discuss trade, artificial intelligence, rare earths, technology restrictions, Taiwan and Iran on Thursday. https://asia.nikkei.com/spotlight/trump-xi-summit/us-and-china-agree-to-extend-trade-truce-until-january-bessent

Einmal mehr DANKE, Rudi! Für deine fleißigen Recherchen.
Bullish555
Bullish555, 24. Sep 8:43 Uhr
0

US and China agree to extend trade truce until January: Bessent Two-month extension follows 'very productive talks,' Treasury secretary says • Trade Truce Extension: The U.S. and China have extended their trade pause by two months until January during Xi Jinping’s first state visit to Washington in over a decade. • Negotiation Time: The extension aims to allow further talks on broader agreements following tariffs and rare earth restrictions. • Implementation Gaps: Scott Bessent noted incomplete Chinese deliverables and delays in promised agricultural purchases after meetings with He Lifeng. • Productive Talks: Bessent described discussions as productive, with potential tariff cuts on $30 billion of non-critical goods and more agricultural deals. • Leadership Meetings: There is a possibility of two additional meetings between Donald Trump and Xi Jinping before year-end. • AI Cooperation: Bessent expects China to agree to a notification system for national security issues in artificial intelligence, noting Chinese eagerness to engage. • Truce Agreement: The US and China agreed in Busan to avoid escalating a trade war, with Washington limiting tariffs and Beijing easing rare earth export controls. • Extended Expiry: The deal now ends on 10 January 2027, earlier than Beijing’s desired extension to January 2029. • Distrust and Uncertainty: A two-month extension highlights serious mistrust, with 2027 expected to bring greater uncertainty in trade relations. • Rare Earth Controls: China imposed export restrictions in April 2025; shipments fell 13% year-on-year in August and 20% from July despite the truce. • Tariff Limits: The US pledged to cap new tariffs at 20% under the second Trump administration, while an investigation into excess capacity continues. • Short-Term Strategy: Washington uses brief extensions as checkpoints to monitor Chinese export performance and encourage Western diversification. • Unusual Airport Welcome: President Trump and Melania Trump greeted Xi Jinping and Peng Liyuan at Joint Base Andrews, breaking typical protocol reserved mainly for Roman Catholic popes. • Bilateral Meeting Topics: The leaders are set to discuss trade, artificial intelligence, rare earths, technology restrictions, Taiwan and Iran on Thursday. https://asia.nikkei.com/spotlight/trump-xi-summit/us-and-china-agree-to-extend-trade-truce-until-january-bessent

Das ist ein deutsches Forum hier oder
Bullish555
Bullish555, 24. Sep 8:43 Uhr
0
Gott sei Dank bin ich raus aus dem Schrott
RudiRendite
RudiRendite, 24. Sep 6:29 Uhr
2
US and China agree to extend trade truce until January: Bessent Two-month extension follows 'very productive talks,' Treasury secretary says • Trade Truce Extension: The U.S. and China have extended their trade pause by two months until January during Xi Jinping’s first state visit to Washington in over a decade. • Negotiation Time: The extension aims to allow further talks on broader agreements following tariffs and rare earth restrictions. • Implementation Gaps: Scott Bessent noted incomplete Chinese deliverables and delays in promised agricultural purchases after meetings with He Lifeng. • Productive Talks: Bessent described discussions as productive, with potential tariff cuts on $30 billion of non-critical goods and more agricultural deals. • Leadership Meetings: There is a possibility of two additional meetings between Donald Trump and Xi Jinping before year-end. • AI Cooperation: Bessent expects China to agree to a notification system for national security issues in artificial intelligence, noting Chinese eagerness to engage. • Truce Agreement: The US and China agreed in Busan to avoid escalating a trade war, with Washington limiting tariffs and Beijing easing rare earth export controls. • Extended Expiry: The deal now ends on 10 January 2027, earlier than Beijing’s desired extension to January 2029. • Distrust and Uncertainty: A two-month extension highlights serious mistrust, with 2027 expected to bring greater uncertainty in trade relations. • Rare Earth Controls: China imposed export restrictions in April 2025; shipments fell 13% year-on-year in August and 20% from July despite the truce. • Tariff Limits: The US pledged to cap new tariffs at 20% under the second Trump administration, while an investigation into excess capacity continues. • Short-Term Strategy: Washington uses brief extensions as checkpoints to monitor Chinese export performance and encourage Western diversification. • Unusual Airport Welcome: President Trump and Melania Trump greeted Xi Jinping and Peng Liyuan at Joint Base Andrews, breaking typical protocol reserved mainly for Roman Catholic popes. • Bilateral Meeting Topics: The leaders are set to discuss trade, artificial intelligence, rare earths, technology restrictions, Taiwan and Iran on Thursday. https://asia.nikkei.com/spotlight/trump-xi-summit/us-and-china-agree-to-extend-trade-truce-until-january-bessent
Ja.Tuete
Ja.Tuete, 24. Sep 5:24 Uhr
0
https://www.fr.de/politik/trump-bleibt-nichts-anderes-uebrig-als-chinas-xi-die-drei-dinge-zu-geben-die-er-will-zr-94505701.html
RudiRendite
RudiRendite, 22. Sep 20:15 Uhr
1
China's Rare-Earth Magnet Exports To US Plunge As Trump-Xi Meeting Looms https://www.zerohedge.com/commodities/chinas-rare-earth-magnet-exports-us-plunge-trump-xi-meeting-looms
Krösus1
Krösus1, 21. Sep 22:17 Uhr
1

Wirklich mehr als gut gemeinter Rat: So schön Kanada als Land ist aber den Mengen an auch bekannt als Canada Shacks love stupid German Money "Konstrukten" ist mit äußerster Vorsicht und Bedacht zu begegnen........

Ist heute der Tag der Propheten über Aktien aus Kanada? Schreibt ihr das bei jedem kanadischen Unternehmen? Almonty ist auch eine CA Aktie gewesen. Amaroq genauso, Skeena auch, alles Top Bergbaubetriebe und ihr kommt mit so einem unreflektierten Gelaber daher...... ich verstehe es nicht, wenn man ein Unternehmen nicht kennt, warum hat man eine Meinung dazu???? Canada Nickel hab ich vergessen, das wird überhaupt der Knaller!
h
holymoly, 21. Sep 21:07 Uhr
0
Wirklich mehr als gut gemeinter Rat: So schön Kanada als Land ist aber den Mengen an auch bekannt als Canada Shacks love stupid German Money "Konstrukten" ist mit äußerster Vorsicht und Bedacht zu begegnen........
M
Millquater57, 21. Sep 20:21 Uhr
0

Der Mühlviertler ist zwar ein Landsmann von mir, bin aus dem Traunviertel, doch haben wir grundsätzlich nicht die gleiche Sprache. Wenn er glaubt, das ist mein ganzes Leben, EF ist eine Topwette in die Zukunft und ich habe keinen eigenen Cent mehr in der Aktie..... die 3000 Stück sind reiner Gewinn, neben den 2000 die ich schon verkauft habe und damit mein ganzes Investment und 100% zusätzlich erwirtschaftet habe. Wenn du schon auf Deutsche Unternehmen setzen willst, da habe ich Pyrum Innovation für dich, dort bin ich mit 175k investiert....... oder in 10 andere Unternehmen. Bei Pyrum Haut es dir sowieso die Sicherungen durch, mit deiner Kleinkind Analyse.

Du bist zwar ein arro...ter Wi...er aber leider ich muss dir leider zähneknirschend recht geben. Pyrum ist in der Tat interessant. Um nicht zu sagen .... sehr interessant. Danke für den Tipp. Damit hast du zumindest erreicht, dass ich die Energy Fuels weiter beobachte. Würde mir gerne ein paar von den anderen Unternehmen in denen du anscheinend drin bist noch ansehen. Versprech dir dafür dich nicht mehr anzugreifen, weil du offenbar dasselbe willst wie ich. Einfach wirklich brauchbare Informationen und kein Dauerbombardement mit Bul..s..t.
Schiro
Schiro, 21. Sep 18:33 Uhr
0
Guter Bericht 👍
Wochenendhaus
Wochenendhaus, 21. Sep 18:18 Uhr
0
Danke Rudi.
RudiRendite
RudiRendite, 21. Sep 18:14 Uhr
0
The Asymmetric Valuation Case Cyclical commodity miners trade on volatile spot price realizations at low, single-digit cash flow multiples. Advanced defense contractors and critical technology suppliers command multiples in the mid-to-high teens. $UUUU is not an ordinary commodity producer. It owns captive low-cost ore feeds, holds the only licensed radioactive bulk processing facility in the country, maintains a $200M+ liquid uranium reserve, and is moving to control domestic magnet fabrication in South Carolina. Furthermore, geopolitical focus is intensifying: Western initiatives to ring-fence critical mineral supply chains will increasingly pivot institutional capital toward North America's processing chokepoints—where $UUUU controls the sole commercial heavy refining facility in the hemisphere. It is my opinion that once the market recognizes that $UUUU is the entire Western mine-to-magnet supply chain under a single corporate entity, the valuation reset will be explosive. https://x.com/sandman7591/status/2102027191336702157?s=46&t=CND_DF6ErYtM-d_GnIoKqA
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