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

Copper Today, Uranium Tomorrow — The U.S. Expands Its Metals Mandate In The Hoot a few weeks back, we pointed to the US critical materials matrix. It identifies which materials are classed as “not critical,” “near critical,” and “critical.” If we consider the companies in which the US has taken an equity stake, such as MP Materials and Lithium Americas, they both produce materials that fall within the top right quadrant. The matrix therefore acts as a forward-looking indicator of where the US is likely to take strategic stakes in critical materials. A chart of energy efficiency AI-generated content may be incorrect. The argument made in The Hoot was that until uranium is classed as a critical material, it will not receive similar support from the government. Part of the issue is that the guidance states critical materials must be “non fuel” minerals. However, uranium is still included on the matrix, suggesting the DOE is not entirely convinced by this definition. Moreover, the Trump administration also asked the USGS to consider including uranium within the critical materials list, and a 2025 executive order exempted uranium from certain tariffs, recognising its strategic importance. The US government’s recent equity stake in Trilogy Metals, a copper producer, is significant as it signals a willingness to invest in “near critical” minerals, a category that includes uranium. This is positive as it shows investment is not restricted to the top right quadrant, and we could soon see strategic stakes in uranium developers and producers. https://thehoot731.substack.com/p/copper-today-uranium-tomorrow-the?utm_campaign=post&showWelcomeOnShare=false

The rare-earth curbs may lead to weekslong delays in shipments for ASML Holding NV, the only manufacturer in the world of machines that make the most advanced semiconductors, a person familiar with the company said. A senior manager at a major US chip company said the firm is still assessing potential impacts. But the clearest risk the company is facing now is an increase in the prices of rare earth-dependent magnets that are critical to the chip supply chain, this person said, asking not to be identified discussing operations. https://www.bloomberg.com/news/articles/2025-10-10/asml-other-semiconductor-firms-brace-for-fallout-from-china-s-rare-earths-curbs?embedded-checkout=true

Vanadium is the next commodity to squeeze • 80% of global supply comes from Russia and China • The U.S. produces almost nothing domestically • Demand is exploding - for clean energy and national defense https://x.com/rockbtmentries/status/1976646395693064550?s=46&t=CND_DF6ErYtM-d_GnIoKqA

21 Aktien, 2Etfs und Krypto in meinem Portfolio. Und nur ein einziger Wert dort ist grün und zeigt Trump den Mittelfinger :D . Und das noch mit 2,6%. Beast UUUU.

Rare Earth Reality Check: Vetting CNBC-and Trump’s “Massive Tariffs” Threat China’s new export controls target 12 of 17 rare earth elements. Significant implications for global defense and technology industries. Immediate leverage lies with China, controlling approximately 90% of rare earth processing. China is implementing FDPR-style extraterritorial licensing requirements. Long-term outcome depends on Western investment in mine-to-magnet redundancy. Alternative supply chain development is crucial for the long-term outcome. https://rareearthexchanges.com/news/rare-earth-reality-check-vetting-cnbc-and-trumps-massive-tariffs-threat/

Aktuell 10%....doch ganz gut

Doch nur Pump and Dump?

Was ist genau los

Warum werden wir aktuell so heftig abgeprügelt

Interday geht's schon, aber da ist's besser, man ist ein Vollprofi.

Andererseits shortet bitte EF - ihr müsstet dann bei hohen Preisen covern und dann gehe ich in Rente mit eurem Geld 💵

Es ist ja noch nicht Abend.... darum loben wir noch nichts und es ist auch egal..... Ja Rudi, megaschlechte Idee, jetzt zu shorten!

Du kannst alles machen nur jetzt nicht gerade EF shorten - das korrigiert auch mal aber solange die Chinesen so auf die Seltenen Erden hauen geht das nach oben

Was genau? Eigentlich alles.... Es läuft darauf hinaus, dass wir einen Mega Bullenmarkt in den Rohstoffen erleben werden und die USA nichts von all dem haben, was sie brauchen und wollen. NICHTS.

Was genau?

Also, wenn man sich die gesamten Artikel über die Exportbeschränkungen durchschaut...... ein glasklarer Short auf Energy Fuels! 😂