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

Trump orders tariff probe on all US critical mineral imports The U.S. currently extracts and processes scant amounts of lithium, has only one nickel mine but no nickel smelter, and has no cobalt mine or refinery. While it has several copper mines, the U.S. has only two copper smelters and is reliant on other nations to process that key red metal. https://www.reuters.com/markets/commodities/trump-signs-order-launching-probe-into-reliance-imported-critical-minerals-2025-04-15/

Hab gestern hier meine finale Investition gemacht. Mein Zeithorizont ist ohnehin 10 Jahre und mehr.

BREAKING: Exec Order re #Uranium. White House mandates Section 232 Investigation into the national security vulnerabilities of relying on foreign suppliers of Critical Materials and derivative products “including Uranium” (section 2 item a.) #Nuclear https://x.com/leggett_john/status/1912323738667790844?s=46&t=CND_DF6ErYtM-d_GnIoKqA

The U.S. is not alone in its concerns about China's monopoly on rare earths, with countries like Australia and Brazil also investing in strengthening domestic rare earth elements supply chains. CSIS recommends that the U.S. provide financial and diplomatic support to ensure the success of these initiatives.

U.S.' inability to replace rare earths supply from China poses a threat to its defense, warns CSIS https://www.cnbc.com/amp/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html

Fact Check: Hat China den Export Seltener Erden gestoppt? https://rohstoff.net/fact-check-hat-china-den-export-seltener-erden-gestoppt/

Ich hoffe das bergauf ist nicht nur ein kurzer selten erde hype...

Why Are Rare Earth Metals So Precious? China is blocking exports of these vital minerals. What makes them so special? https://www.scientificamerican.com/article/why-are-rare-earth-metals-so-precious/

Western Uranium & Vanadium Corp. Announces Ore Purchase Agreement Toronto, Ontario and Nucla, Colorado, April 14, 2025 (GLOBE NEWSWIRE) -- Western Uranium & Vanadium Corp. (CSE: WUC) (OTCQX: WSTRF) (“Western” or the “Company”) is pleased to announce that the Company has entered into an Ore Purchase Agreement ("Agreement") with Energy Fuels Inc. (NYSE American: UUUU) (TSX:EFR). https://www.globenewswire.com/news-release/2025/04/14/3060854/0/en/Western-Uranium-Vanadium-Corp-Announces-Ore-Purchase-Agreement.html

Puh wenn man nun wüsste ob die Amis nachher abverkaufen oder es so grün weiterläuft 🙈. Ja ich weiß, keiner hat eine funktionierende glaskugel😅.

Mal abwarten wie lange der Zustand so halten wird. Elon Musk twitters auch schon über das Refining von seltenen Erden.

Mal schauen wie die Woche so läuft. Rahmenbedingungen stimmen. Hatte EF immer für ein bissl teuer gehalten aber die Korrektur tat weh. Mehr EK drücken kann ich nicht. 😄 Nun bin ich bereit für die Ernte. Die dann hoffentlich bald kommt.

Lynas Aktie scheint es nicht zu interessieren 🤔🫩

China Halts Critical Exports as Trade War Intensifies. Beijing has suspended exports of certain rare earth minerals and magnets that are crucial for the world’s car, semiconductor and aerospace industries. https://archive.is/JfTN7