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

Fact Sheet: President Donald J. Trump Closes Billion-Dollar Deals with Australia • Kritische Mineralien-Partnerschaft: Die USA und Australien haben ein Rahmenabkommen für kritische Mineralien unterzeichnet, um die Zusammenarbeit bei der Lieferkette zu fördern und in kritische Mineralienprojekte zu investieren. • Investitionen und Finanzierung: Die US-Regierung wird in den nächsten sechs Monaten über 3 Milliarden US-Dollar in kritische Mineralienprojekte investieren, und die EximBank wird über 2,2 Milliarden US-Dollar an Finanzierungen bereitstellen. • Verteidigungszusammenarbeit: Australien wird 1,2 Milliarden US-Dollar in Anduril-UUVs und 2,6 Milliarden US-Dollar in Apache-Hubschrauber investieren, um die Verteidigungszusammenarbeit zu stärken. • AUKUS Partnership: Australia is contributing to the U.S. to expand the U.S. submarine industrial base and strengthen the AUKUS trilateral security partnership. • Defence Investment: Australia is investing in U.S. companies for its Joint Air Battle Management System and securing munitions supply-chain resilience. • Economic and Technology Cooperation: Australia’s superannuation funds will increase investments in the U.S., creating jobs and driving innovation. • Space Cooperation: NASA and the Australian Space Agency signed a framework agreement to strengthen civil space and aeronautics cooperation. • Artemis Program Contribution: Australia will contribute a technology development lunar rover to NASA’s Artemis program. • Technology Prosperity Deal: The United States and Australia agreed to develop and launch a bilateral Technology Prosperity Deal to cooperate and invest in AI, quantum, and other critical technologies. https://www.whitehouse.gov/fact-sheets/2025/10/fact-sheet-president-donald-j-trump-closes-billion-dollar-deals-with-australia/

Top Info. Da kommt jetzt richtig Schwung rein. 😎

Denke das ist ganz interessant 🧐😬 Astron ist der JV Partner von EF in Australien 🇦🇺 für Heavy Mineral Sand und damit Monazit !!! Ist doch schon mal ein schönes Zeichen

https://hotcopper.com.au/threads/ann-donald-project-granted-australian-major-project-status.8835118/

Donald Project granted Australian Major Project Status Astron Limited (ASX: ATR) is pleased to announce the Australian Government has granted Major Project Status to the Donald Rare Earth and Mineral Sands Project (Donald Project) through the Major Projects Facilitation Agency (MPFA). Major Project Status is the Australian Government’s recognition of the project’s national significance, and its potential contribution to economic growth, employment, and regional Australia. The company will work closely with the MPFA to engage with relevant government agencies in relation to Donald Project development. Tiger Brown, Astron Limited Managing Director, said: "We are delighted the Australian Government has recognised the national significance of the Donald Project through this Major Project Status designation. This support will streamline our engagement with federal agencies and accelerate our pathway to development. The Donald Project will create significant employment opportunities and deliver long-term economic benefits to the Wimmera region of Victoria as well as strengthen Australia's sovereign capability in critical minerals and advanced technology supply chains." Major Project Status is for projects with an estimated investment exceeding $50 million and which:  Contribute to strategic priorities of the Australian Government  Contribute significantly to economic growth, industry development, innovation exports, and/or employment and upskilling; and/or  Have an economic benefit to regional Australia. This announcement is authorised for release by the Managing Director of Astron.

Was macht eigentlich der Russe so den ganzen Tag Die Europäische Kommission wird mit der Arbeit an einem Verbotsentwurf für die Einfuhr von russischem Uran in die EU beginnen Die EG will die Einfuhr von russischem Uran in die Europäische Union schrittweise verbieten. 20. Oktober 2025 Die Europäische Kommission wird mit der Arbeit an einem Verbotsentwurf für die Einfuhr von russischem Uran in die EU beginnen, sagte die EG-Repräsentantin Ana Kaisa am Montag. "Wir wollen den Kernbrennstoffteil einbeziehen, was eine schrittweise Einstellung der Uranimporte in die EU bedeutet", sagte sie beim Briefing der Europäischen Kommission. https://www.alta.ru/external_news/122569/

POTUS signs a critical minerals deal with Australian Prime Minister Anthony Albanese: "We're doing a real job on rare earth and many other things." Sergeant News Network https://x.com/jb_slear/status/1980303803279958174?s=46&t=CND_DF6ErYtM-d_GnIoKqA Jetzt ist die Frage was drin steht?

Darum sollte man lieber keinen Schmarrn einfach posten, nur weil ein Pups quer im Magen liegt..... nur falls du möchtest, dass dich hier wer ernst nimmt.

Und wie kommst du auf diese Zahlen?

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