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

China is making it harder to get rare earth magnet export licenses, sources say Magnet makers face longer license reviews, sources say Scrutiny is similar to April, at height of U.S.-China trade war China's rare earth exports dropped 31% in September https://www.reuters.com/world/china/china-is-making-it-harder-get-rare-earth-magnet-export-licenses-sources-say-2025-10-14/

The U.S. government’s acquisition of a stake in Canadian rare earths miner Trilogy Metals, following similar investments in Lithium Americas and MP Materials, has raised ethical concerns and potential conflicts of interest. These investments, aimed at securing the U.S. critical minerals supply and reducing dependence on China, have led to significant stock market gains for rare earths companies. The Trump administration is open to further investments in critical minerals, potentially through equity stakes or price guarantees. MP shares doubled in a matter of days, with the shares now up 530% in the year-to-date and re-rating the entire Western rare earths complex. Shares of other rare companies have enjoyed similar outsized gains: NioCorp Developments (NASDAQ:NB) has rocketed 603% YTD, Ramaco Resources (NASDAQ:METC) has gained 412%, Lynas Rare Earths (OTCPK:LYSCF) has returned 288% while USA Rare Earths (NASDAQ:USAR) has gained 257%. Maybe rare earths stocks will extend their hot streak after news emerged that Trump could be mulling more investments in critical minerals. According to Mark Chalmers, CEO of Energy Fuels (NYSE:UUUU), the Trump administration needs to strike more such deals with U.S. miners if the United States is to secure its critical minerals supply and break its heavy dependence on China. Chalmers says that multiple investments would lower the risk that comes with depending on just one company. The White House is open to this idea, and is “not ruling out other deals with equity stakes or price floors as we did with MP Materials, but that doesn’t mean every initiative we take would be in the shape of the MP deal,” a Trump administration official told CNBC. Post in thread 'ARU - The rocket has taken off' https://forum.rareearthexchanges.com/threads/aru-the-rocket-has-taken-off.2031/post-2775

https://x.com/zerohedge/status/1978144079591420357?t=4MMZmwhIbDwt2PZJEONJLw&s=19 Anschnallen Leute könnte jederzeit kommen 🚀

https://www.army-technology.com/news/ausa-2025-us-army-power-forward-presence-with-micro-nuclear-reactors/

oom!💥🇺🇸🪖 US Army goes #Nuclear ⚡⚛️🏗️👷🌎 "Senior government officials confirm that between 10 and 12 reactors will be built in less than a year."🏎️🔥🤠🐂 #Uranium 24/7 #EnergySecurity #NationalSecurity 🌊🏄‍♀️ army-technology.com/news/ausa-2025… via @DefenceTech_Mag

Die Aktie ist der Hammer! Unbeschreiblich..

UEC ist auch schon wieder grün.

Rennt, das wird positiv schließen 😀

Unglaublich stark, das Teil!

Bergbauprojekt Toliara Afrika nervt. Ständig ist da was. Kannst also auch mit Verzögerungen rechnen. https://www.deutschlandfunk.de/madagaskar-ins-exil-geflohener-staatschef-rajoelina-vom-parlament-abgesetzt-100.html

Naja, so unglücklich bin ich jetzt nicht!

Wobei es auch intraday oft dreht. Kommt immer auf den Anlagehorizont an.

Es kann auch nicht nur nach oben gehen.

Da gibt's die Korrektur

Spricht ja nichts dagegen wenn das persönliche Kursziel erreicht ist.

I wonder how the people who shorted #uranium are feeling atm, especially for @EnergyFuelsInc $UUUU and @UraniumEnergy $UEC Should we feel sorry for them? https://x.com/terrypapineau2/status/1978081492380127478?s=46&t=CND_DF6ErYtM-d_GnIoKqA