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

As Trump talks up trade war with China, fears rise for rare earths supply Beijing dominates the production of critical elements used in the production of electronics, vehicles and weapons. https://www.aljazeera.com/economy/2025/1/9/as-trump-talks-up-trade-war-with-china-fears-rise-for-rare-earths-supply

Neue US-Finanzierung für ausländische Bergbauprojekte – China ausgeschlossen Export-Import-Bank der USA will Importabhängigkeit von der Volksrepublik ausgleichen. Die Export-Import-Bank der USA (EXIM) hat ein neues Finanzierungsinstrument vorgestellt, das die heimischen Lieferketten stärken und die Abhängigkeit von China bei kritischen Mineralien verringern soll. Die Initiative mit dem Namen Supply Chain Resiliency Initiative (SCRI) finanziert ausländische Projekte entlang der Rohstoff-Wertschöpfungskette, explizit ausgeschlossen sind chinesische Vorhaben. Eine weitere wichtige Richtlinie sieht vor, dass die in den Projekten gewonnenen Mineralien in den USA verwendet werden müssen. Um dieses Ziel zu erreichen, soll die Initiative Vereinbarungen zwischen Herstellern – etwa aus der Automobil- sowie der Batteriebranche – und globalen Rohstofflieferanten in Partnerländern erleichtern. EXIM, die offizielle Exportkreditagentur der USA, bietet dabei finanzielle Unterstützung und andere Hilfen für heimische Unternehmen an. China dominiert die weltweiten Lieferketten für viele kritische Mineralien, wodurch Länder wie die USA stark von Importen abhängig sind. Das neue Instrument soll diese Abhängigkeit verringern, insbesondere nachdem Peking erst im Dezember Exportverbote für die Metalle Gallium, Germanium und Antimon verhängt hat. Auch das US-Verteidigungsministerium hat das Problem erkannt und am Montag eine Taskforce ins Leben gerufen (wir berichteten). Diese soll den Under Secretary of Defense for Acquisition and Sustainment zu Fragen der Lieferketten und des nationalen Verteidigungsvorrats beraten. Gut für das Projwkt von Energy Fuels in Madagaskar- verringert die Abhängigkeit von seltenen Erden

Wir lagen vor Madagaskar und hatten die Pest… Export-Import Bank of the United States Board of Directors Approves Supply Chain Resiliency Initiative to Protect U.S. Jobs and Shift Critical Mineral Supply Chains Back to the United States and Away from the People’s Republic of China EXIM Board Action Strengthens U.S. Manufacturers’ Options to Obtain Key Materials for Technologies Through Partner Countries as the PRC Bans the Exports of Critical Minerals to the United States https://www.exim.gov/news/export-import-bank-united-states-board-directors-approves-supply-chain-resiliency

"Those include the defense industrial supply chain...(steel, iron, aluminum and copper); critical medical supplies (syringes, needles, vials and pharmaceutical materials); and energy production (batteries, rare earth minerals and even solar panels)." https://x.com/tknoll209k/status/1876311436877840649?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Post von Johnny ⚛️⚡️Going #Nuclear: stars align for 'multi-year' #Uranium bull market🌟🌟🌟📈🤠🐂 "The nuclear energy sector is at a pivotal moment and demand for uranium is set to soar. With a significant supply deficit and undervalued equities, the investment opportunity is clear. As the world embraces nuclear power as a key component of a clean energy future, uranium’s time to shine is now."🌞⚛️⛏️🌈💰 https://x.com/quakes99/status/1875743434658697578?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Monazit aus Schwermineralsanden – Ein wichtiger Baustein in der Versorgung mit Seltenen Erden Hier was von der DERA zu Monazit Da ist auch Energy Fuels einige Male genannt https://www.deutsche-rohstoffagentur.de/DE/Gemeinsames/Produkte/Downloads/Commodity_Top_News/Rohstoffwirtschaft/72_Monazit%20aus%20Schwermineralsanden.pdf?__blob=publicationFile&v=4

Biden to block U.S. Steel sale to Japanese buyer, source says https://www.reuters.com/markets/deals/biden-reveal-decision-us-steel-acquisition-early-friday-cbs-news-reports-2025-01-03/ Auch nicht so gut für den Handel mit befreundeten Nationen.

https://youtu.be/O_KUlwZllJs?si=TDEOAj_ZyDFivJEJ Ben Finegold: Uranium in 2025 — Price Outlook, Plus Stocks, Supply and D...

Das tut dich wieder einmal gut!

Competing with China on Critical Minerals Der CEO von MP Materials gibt Auskunft über dieses Thema interessant zum Ansehen - trifft auch vieles auf EF zu https://www.youtube.com/live/mCqiOb-j_I0?si=taSR2G8JOvMgPUqr

Kazatomprom Pauses Inkai Uranium Production Due to Approval Delay https://www.marketwatch.com/story/kazatomprom-pauses-inkai-uranium-production-due-to-approval-delay-eb8c0ae2?mod=markets

https://de.tradingview.com/news/reuters.com,2024:newsml_L8N3NW0M1:0/

The strategic imperative is clear: The U.S. must maintain its AI leadership, establish energy abundance through nuclear power, and protect the environment while growing the economy. We cannot spend our way into prosperity, but we can innovate our way forward. Nuclear power must be seen in a new light: as a versatile foundation for clean firm power generation, pink hydrogen production, and industrial heat—all while guaranteeing grid stability. While the Trump presidency might see natural gas as the key to our energy abundance, nuclear power can meet the bulk of new power demand.

U.S. Nuclear Power And AI Leadership: The Data Center Connection https://www.forbes.com/sites/annabroughel/2024/12/29/us-nuclear-power-and-ai-leadership-the-data-center-connection/ Vom Forbes Magazine!!!

Nichts ganz neues aber mal eine Betrachtung der politischen Lage in den USA You Knew This Was Going to Happen: China Weaponizes Rare Earth Metals While China is vulnerable in energy and food production, REMs provide a significant advantage. China controls 60–70 percent of the world’s extraction of REMs and 90 percent of its refining capacity. Since the 1980s, China has viewed REMs as a strategic asset. “Recognizing the strategic importance of these metals, China began heavily subsidizing its rare earth mining and processing industries. This allowed Chinese producers to undercut international competitors, driving many mining operations in the U.S., Australia, and elsewhere out of business,” reports Zimtu Capital Corporation of Canada. President-elect Donald Trump’s appointment of key officials—such as Peter Navarro as senior counselor for trade and manufacturing—signals a strong stance on trade. Navarro, known for his aggressive trade policies, has been empowered to use tariffs and other measures to compel China to adhere to fair trade practices. Navarro could receive significant support from former U.S. Trade Representative Robert Lighthizer, who shares Navarro’s views on the malign nature of China’s trade practices. Ambassador Rick Grenell, appointed to the new role of presidential envoy for special missions, adds further muscle to this team. Grenell’s past close relationship with Trump suggests he will play a critical role in resolving obstacles related to REMs. A new corollary to Trump’s famous “drill, baby, drill” might be “refine, baby, refine”—a rallying cry to reestablish REM refining processes in the United States and trusted foreign partners. https://www.thegatewaypundit.com/2024/12/china-weaponizes-rare-earth-metals/

Rare earths: another reason we mustn’t allow Russia to win in Ukraine The so-called rare earths are essential raw materials for advanced electronics industries. China – with the world’s largest economically exploitable reserves – has a major strategic advantage in access to rare earths, underlined by the tight export controls that it has recently imposed. In Europe, it is eastern Ukraine that has the best reserves. To gain and maintain control of Ukraine’s reserves would be a major boost for Russia. A defeat here for Ukraine, enabled by the failure of the west to provide the long-term support that it has promised, would signal to China that it should not be too concerned about western resolve in the event of a Chinese invasion of Taiwan. Taiwan is a dominant supplier of the advanced electronics, incorporating rare earths, that will continue to be a major determinant of economic success. https://www.theguardian.com/world/2024/dec/27/rare-earths-another-reason-we-mustnt-allow-russia-to-win-in-ukraine Energy Fuels ein Hedge für dieses Szenario, dass wir uns nicht wünschen??