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

Auch ein blindes Huhn… 🐓 Trinkt mal einen Korn!

Demand for magnetic REEs to triple by 2035: McKinsey https://www.mining.com/demand-for-magnetic-rees-to-triple-by-2035-mckinsey/

Ich bin wieder versöhnt und die kleine Korrektur schadet überhaupt nicht!

https://x.com/quakes99/status/1952123116903346492?s=46&t=CND_DF6ErYtM-d_GnIoKqA

🤔Could be an interesting week for #Uranium #stocks as #Trump's August 8 deadline to Putin for #Russia to end its war in #Ukraine is imminent.⌛️ Will TACO Trump follow thru and immediately halt all US imports of Russian enriched Uranium this week, sending U prices soaring?🇷🇺🤺🇺🇸

https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51 China Is Choking Supply of Critical Minerals to Western Defense Companies Beijing’s tightened controls are a sign of the leverage it has over the U.S. military supply chain

China’s Mineral Curbs Strain U.S. Defense Supply Chain China has restricted the flow of critical minerals to Western defense manufacturers, delaying production and forcing firms to search globally for supplies needed to produce items from bullets to jet fighters. Amid rising U.S.-China trade tensions, Beijing tightened rare earth export controls earlier this year. Though some flows resumed after U.S. trade concessions in June, China continues to restrict minerals used in defense. It supplies around 90% of the world’s rare earths and dominates production of many other critical minerals. As a result, a drone-parts supplier to the U.S. military faced delays of up to two months while sourcing non-Chinese magnets. Prices for some defense-critical materials have surged fivefold or more, with samarium—used in jet-engine magnets—offered at 60 times the usual price, according to industry sources. These increases are pushing up defense system costs. The mineral squeeze underscores the U.S. military’s dependence on Chinese supply chains, giving Beijing leverage amid escalating tensions. U.S. defense firms rely on Chinese-sourced minerals for microelectronics, drone motors, night-vision equipment, missile-targeting systems, and satellites. Despite efforts to diversify, executives say many of these rare elements are uneconomical to produce outside China. China’s Foreign Ministry declined to comment. https://x.com/sino_market/status/1952175677849161825?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Does anybody has news about the DFS on Toliara of @Energy_Fuels? When I go through the investor deck from June 2025 it is excepted for June/July 2025. is the a surprise coming to the earnings on Thursday?!! Da müsste doch auch was kommen https://x.com/therealwtor/status/1951929843798491644?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Gewiss !!! 😎

Für das Lesen zum Sonntag https://chatgpt.com/share/688f4060-e8e0-800c-98df-a951030f1623 Diese Quelle hab ich mal im Lichte von EF analysieren lassen und bewerten https://www.bgr.bund.de/DE/BGR/Gemeinsames/Produkte/Downloads/Commodity_Top_News/Rohstoffwirtschaft/72_Monazit%20aus%20Schwermineralsanden.pdf?__blob=publicationFile&v=1

Du hast ja bei gut 5 auch gekauft....meine Sorge hält sich in Grenzen.

Hab am Freitag nochmal nachgekauft - hoffe auf gute Zahlen bei den Earnings und auf Geld von der Regierung wegen seltener Erden. Also verkauft besser wenn ich kaufe. Follow me for more investment advise!! 😎

The Money Man Behind America's Rare Earth Minerals https://www.forbes.com/sites/nathanvardi/2010/10/18/the-money-man-behind-americas-rare-earth-minerals/

Earnings nächste Donnerstag vor der Börsenöffnung https://x.com/wallstengine/status/1951312620126196025?s=46&t=CND_DF6ErYtM-d_GnIoKqA

US mulls REE price floor to lift output: Reuters In a previously unreported July 24 meeting, US trade advisor Peter Navarro and National Security Council official David Copley told representatives of 10 rare earths producers – plus tech giants Apple, Microsoft and Corning, which rely on critical minerals to make their products – that the deal with MP Materials was “not a one-off” and that similar agreements were also in the works, Reuters said. https://www.mining.com/us-mulls-ree-price-floor-to-lift-output-reuters/

Wummms....ich wollte das eigentlich in die andere Richtung! Naja, im Grunde passt die Richtung, heute halt nicht.