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

Das geht noch eine gute Etage tiefe denke ich. 12-15 Dollar circa

China's Leverage Over Rare Earths 'Very Strong,' GS Says China's leverage over rare earths could last for some time, Goldman Sachs analysts say in a research note. China's market power in rare earths is "very strong" given its dominance in the minerals themselves, the refining process, and the magnets made from them, the analysts say. While light rare earths aren't that rare, heavy rare earths such as dysprosium and terbium are more difficult to find in economically recoverable quantities. Although the U.S. has invested in rare-earth production ramp-up, some of these facilities won't be operational before 2028, the bank says. Meanwhile, commercial inventories of magnets are low as China has tried to monitor and restrict inventory held outside China for some time, GS adds. https://x.com/sino_market/status/1980109392755474637?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Ich hoffe das Bewegung in die Beziehung zwischen Australien und USA kommt. Und das ein Donald Projekt Unterstützung bekommt. EF hat ein JV mit Astron und dort können Sie Monazit bekommen für White Mesa. White Mesa separiert dann zu NdPr, Dy und Tb. Das wäre super 👍

Was erwartet uns morgen?

A stock trader’s guide to navigating China’s curb on rare earths • Investment Implication: China’s control and potential restrictions on rare earth minerals, crucial for advanced technologies, are impacting investment strategies, with a focus on securing supply chains outside China. • Market Impact: The potential restrictions on rare earth minerals are causing a surge in shares of rare earth miners and processors, while the impact on rare earth users remains to be seen. • Sectors at Risk: Sectors heavily reliant on rare earth minerals, including technology and automotive, face potential disruptions and increased costs due to China’s control and potential restrictions. • Share Price Gains: Companies outside of China that extract rare earth materials have seen significant share price increases. • Investor Considerations: Investors are weighing the sustainability of these gains and the potential for increased investment in Western companies. • China’s Benefit: Chinese miners have also benefited from expectations of higher metals prices. • China’s Control of Rare Earths: China controls nearly the entire global supply of rare earths, which are critical to chip production. • Potential Impact on Chip Equipment Suppliers: Companies like Applied Materials, Tokyo Electron, ASM International, and Lam Research could be at risk due to China’s control of rare earths. • Current Inventories Sufficient: Current strategic inventories of rare earths should be sufficient for the next 12 to 18 months, according to Bank of America. • Military Equipment Production: Rare earth elements are crucial for manufacturing weapons and drones, and restrictions on exports could impact production. • Automaker Reliance: Rare earths are essential for various car components, including those in electric vehicles, making automakers vulnerable to supply chain disruptions. • Mitigation Strategies: Automakers are exploring alternative technologies and materials to reduce their dependence on rare earths. • Supply Chain Diversification: Companies like General Motors and Siemens Energy are securing metals from suppliers outside of China to reduce reliance on Chinese suppliers. • Renewable Energy Impact: Wind turbine makers are diversifying their supply chain for rare earth elements like neodymium and dysprosium, which are crucial for wind power generation. • Market Adaptation: While China’s restrictions could impact metal prices, the industry has a history of adapting to supply chain challenges. https://www.mining.com/web/a-stock-traders-guide-to-navigating-chinas-curb-on-rare-earths/

Australia/New Zealand trade mission: Elevating Utah’s global business reach ‘Down Under’ Gov. Cox and lawmakers join Utah business leaders and innovators on Oceania-based trade mission Organized by World Trade Center Utah, the New Zealand & Australia Trade Mission 2025 will focus primarily on three key industries: Aerospace and defense, critical minerals and financial technology. https://www.deseret.com/utah/2025/10/17/australia-new-zealand-trade-mission-elevating-utahs-global-business-reach-down-under/

In dem ABC-Analyseartikel wird ein US-Handelsvertreter zitiert: Auf die Frage des australischen Ministers „How can we help America become great again?“ antwortete dessen US-Kollege mit einem Augenzwinkern: „Give us your critical minerals.“ Die inszenierte Botschaft ist: Australien hält die Rohstoffe in der Hand, die Trump zum Ausbau seiner Wirtschaft (Stichwort „America First“) benötigt. Die Regierung wirbt demnach um amerikanische Investitionen und sichert die USA eine „garantierte und verlässliche Lieferkette“ zu . Die Experten weisen darauf hin, dass solche Vereinbarungen oft mit hohen Subventionen, Steueranreizen und Mindestabnahmepreisen einhergehen – ähnlich wie der kürzlich geschlossene Deal mit MP Materials (US-Mine) gezeigt hat

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.