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

Slow Chinese rare earth export approvals threaten supply chains Licensing delays under new regime put at risk shipments of materials crucial for products from EVs to fighter jets https://archive.is/MEgzg

The Commodity Supercycle Is Back: Gold, Silver, Rare Earths | David Wargo https://youtu.be/XinX68ILyAI?si=rZeqYYHZHflYQ3op

Pini Althaus, a US-based critical minerals expert and CEO of mining investment firm Cove Capital, said American importers may welcome any easing of Chinese export controls as short-term relief, especially for sectors such as defence, automotive, and electronics, which rely heavily on rare earths. “However, from a national-security and economic-resilience standpoint, China resuming exports is a Band-Aid solution and a double-edged sword,” he said. “If it leads to renewed dependency and complacency, it would ultimately undermine US efforts to build a secure, independent supply chain.”

How China is adeptly playing the ace up its sleeve, rare earth minerals, in US trade deal Until the US-China trade war abates and Beijing eases more rare earth export controls, American buyers are expected to take a skittish long-term view of Chinese sourcing https://www.scmp.com/economy/global-economy/article/3310310/how-china-adeptly-playing-ace-its-sleeve-rare-earth-minerals-us-trade-deal

Also, ich schichte sicher nicht um, aber ich sehe Aktien als Langzeitprojekte. EF halte ich sicher noch 10 Jahre.

If the US wants more rare earths, it needs to tackle refining China has an unmatched dominance in the processing of critical commodities https://www.ft.com/content/df62a6ca-cfa2-4f37-8213-82b03ba61fee

Momentan macht winfach nur Tech Sinn

Echt Katastrophe die Aktie. Gibt einfach keinen Grund das die Aktie wieder so abgibt. Sobald ich meinen EK wieder habe, schichte ich um

China may expedite US rare earth permit approvals after trade truce: Reuters https://www.mining.com/china-may-expedite-us-rare-earth-permit-approvals-after-trade-truce-reuters/?amp=1 Erst mal nicht so gut

Gestern ein Doku über Rohstoffe gesehen, im ORF, es dreht sich fast alles um dieses Thema, woher mit den Rohstoff für unsere Zukunft. Sehe mich hier bestens aufgehoben!

Energy Fuels’ Mark Chalmers to Deliver Lunch Keynote at CMI Summit IV on Fast-Tracking Rare Earth & Uranium Supply for U.S. Security https://x.com/in8news/status/1920496159937998892?s=46&t=CND_DF6ErYtM-d_GnIoKqA

https://www.cnbc.com/2025/05/07/google-agrees-to-fund-the-development-of-three-new-nuclear-sites.html

Geht noch allen Uran Aktien so. Wird sich bestimmt bald ändern.

Momentan sieht es echt nicht rosig aus. Der Spotpreis ist gestiegen aber die Aktie fällt eher

https://youtu.be/YMHHYE7PQzU?si=v82BI-ZqgBNJkT1K

Energy Fuels (AMEX:UUUU) – Uranproduzent liefert im April 151.000 Pfund https://youtu.be/xQk0_LN0Aak?si=jXMRLaLwX5zKllOy