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

Upcoming Albanese-Trump Meeting and Barnaby Joyce’s departure from Parli... https://youtu.be/l5HFyDLAbAI?si=Xex-vjlyDB7J7LoJ Hab das Transkript analysieren lassen https://chatgpt.com/share/68f4b124-5afc-800a-a07f-9232bcca678b

The World Has Woken Up To China's Supply Chain Weaponization: Navarro When it comes to critical energetic materials for munitions and missiles, the report noted, there’s often “no other source or drop-in replacement material.” And in cases where that option exists, it added, the time and cost can be prohibitive—sometimes hundreds of millions of dollars each. “My job, literally every day, is to worry about whether we have enough magnets or pharmaceuticals or ball bearings or whatever it is that we need,” Navarro said, citing an old proverb: “The war was lost through a horseshoe.” https://www.zerohedge.com/geopolitical/world-has-woken-chinas-supply-chain-weaponization-navarro

We’ve streamlined permitting, updated the Critical Minerals List, & unlocked resources to power our economy & defend our nation, but Congressional Democrats are jeopardizing this over health care for illegals.   Adversaries WILL capitalize on the shutdown. FUND THE GOVERNMENT! https://x.com/secretaryburgum/status/1979556967535538476?s=46&t=CND_DF6ErYtM-d_GnIoKqA

What will happen when Albanese meets Trump? | Insiders On Background Eine Analyse des Transkripts mit ChatGPT https://chatgpt.com/share/68f390a6-e4f8-800a-b7f2-65d80499c403 Original Video https://youtu.be/PzwqKCqgozk?si=HMCNuvGhrBlAOgLQ

China’s strategic move on rare earth metals and critical mineral China has heavily invested in education, science, technology, and innovation since it launched reforms and opened up in 1978. • Investment in Education: China invested in education by sending students abroad and upgrading domestic universities. • Research and Development: China invested in research infrastructure and created a research culture through monetary incentives. • Economic Growth: China is using science and technology to drive economic growth. • China’s Dominance in Rare Earth Metals: China controls a significant portion of the global rare earth metals and critical minerals market, from mining and refining to manufacturing. • China’s Expertise in Rare Earth Elements: China excels in mining, processing, refining, and manufacturing rare earth elements, holding a dominant position in these areas. • China’s Investment in R&D: China’s heavy investment in research and development, reflected in a high number of patents, contributes to its technological advancement in rare earth elements. • Export Control Scope: Covers mining, smelting, refining, and magnet-making processes for medium and heavy rare earth elements, including holmium, dysprosium, terbium, yttrium, and gadolinium. • Dual-Use Technology Control: Requires dual-use export licenses for exports involving rare earth production line services and technology transfers. • Unreliable Entity List Update: Addition of 14 foreign entities to the Unreliable Entity List for activities undermining China’s national security and economic interests. https://moderndiplomacy.eu/2025/10/18/chinas-strategic-move-on-rare-earth-metals-and-critical-mineral/

China Rare-Earth Product Exports Shrink as US Frictions Flare • Rare Earth Export Decrease: China’s rare earth exports fell in September, marking a decline from the previous month’s peak. • Reason for Decrease: Beijing’s stricter controls on rare earth exports, including those containing even small amounts of Chinese-origin material, are impacting global supply chains. • Global Impact and Response: The restrictions have sparked global pushback, with the US condemning the measures and hinting at a coordinated response. https://www.bloomberg.com/news/articles/2025-10-18/china-rare-earth-product-exports-shrink-as-us-frictions-flare?embedded-checkout=true

„Die kleine Kunst ist nur, die Sau zu erkennen und ihr Geld in den Popo zu stecken!!!“ — grasiGrasmensch —

Aber eigentlich ist das Prinzip ganz einfach. Es war KI, dann Rüstung und nun zu den Basics. Rohstoffen. Es wird alle drei Jahre eine neue "Sau" durchs Dorf getrieben. Die kleine Kunst ist nur, die Sau zu erkennen und ihr Geld in den Popo zu stecken. Der Rest ist dann ein Selbstläufer. 😀

Und Alight. Wenn der amerikanische Arbeitsmarkt mal wieder anspringen sollte. Heißes Ding.

Habe noch drei Explorer und dann hat es mir gereicht. 😄 Alle ziemlich spekulativ. Aura Energy mit Uran Projekt in Mauretanien (wenigsten politisch stabil und gute Investoren) und Wette auf Schweden mit Tier 1 Liegenschaft. Vanadium Resources Tier 1 Steelpoor Drift in Südafrika. Und Giyani Metals, Mangan Botswana für Batterie-Anwendungen. Aura und Giyani gute Entwicklung die letzten Wochen und noch nicht zu spät . Ansonsten habe ich Reedereien auf dem Schirm. Wegen der Dividendenwerte. Liege dort auf der Lauer. Maersk als Klassiker (liebe ich seit Jahren) MPC Container (Norweger fetzt). Guter Zeitpunkt dort. Geile Flotte. Ansonsten beträgt meine Watchlist 102 Werte. 😃

Madagaskar: politisches Chaos | Mit offenen Karten - Im Fokus | ARTE https://youtu.be/XtRbE9_pd98?si=bH3QpLL0WWcu5XRe

*HASSETT: CHECKING WITH COMPANIES IMPACTED BY RARE EARTHS *HASSETT: WE'VE BEEN DISAPPOINTED BY SOME CHINESE ACTIONS https://x.com/zerohedge/status/1979151140542439584?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Heute ist Freitag auch noch

Oder nur Strohfeuer

Ma hoffen wir

Massive Kursbewegung..... das wird noch grün!