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

NewYork Times OPINION THE EDITORIAL BOARD The U.S. Must End China’s Rare Earth Dominance Breaking China’s monopoly is crucial for America’s national security. The United States needs to develop reliable alternative sources of rare earths so that our ability to make weapons does not depend on the good will of a potential adversary. America also needs to reduce its reliance so that even in peacetime, China cannot wield its monopoly as a trump card to be played whenever the interests of the two nations diverge. (America’s vulnerability on rare earths is part of the broader security weaknesses that we described in our recent series of editorials, “Overmatched. The Trump administration has started taking steps in this direction. It has invested in mines and refineries, sometimes by buying federal stakes in the companies involved. It has also signed trade deals for rare earth mining and refining with other countries, including Australia, Japan and Saudi Arabia. The long-term solution should start with an all-of-the-above strategy that includes building up capabilities in the United States and in allied nations, as well as financing research into potential alternatives to rare earths. Some automakers have started doing this research. Breaking China’s dominance will require creativity and patience. But the goal should be nonnegotiable. The United States and its allies must solve their rare earth problem. The world’s democracies cannot depend on the most powerful authoritarian state — and an increasingly aggressive one — for critical minerals. The potential costs, to prosperity and freedom, are too great. https://www.nytimes.com/2025/12/22/opinion/the-us-must-end-chinas-rare-earth-dominance.html?smid=nytcore-ios-share

Chinas Exporte von Dysprosium und Terbium stark rückläufig https://rohstoff.net/chinas-exporte-von-dysprosium-und-terbium-stark-ruecklaeufig/

Ja, feuert die Kessel an und kauft schön Uran. 😎 Knapp 15 Jahre nach der Atomkatastrophe von Fukushima steht Japan vor der Wiederinbetriebnahme des weltgrößten Atomkraftwerks. Seither hat Japan 14 seiner 33 betriebsbereiten Kernkraftwerke wieder in Betrieb genommen, um die Abhängigkeit von importierten fossilen Brennstoffen zu verringern. Das AKW Kashiwazaki-Kariwa ist allerdings das erste des Fukushima-Betreibers Tepco, das wieder hochgefahren wird. Quelle: Handelsblatt

South Korean automotive manufacturer clears EFR’s Dy oxide on all purity and quality standards https://bpd-space.nyc3.cdn.digitaloceanspaces.com/scp/251219-scp-efr-quality-assurance.pdf

China’s Rare-Earth Magnet Exports to US Decline in November China’s exports of rare-earth magnets to the US fell 11% in November from a month earlier, with no immediate rebound seen after a trade truce between the world’s two biggest economies. Shipments to the US totaled about 582 tons, compared with 656 tons in October, according to Chinese customs data published on Saturday. The latest numbers followed a separate release Thursday that showed month-on-month growth in sales of all rare-earth products, a category dominated by magnets. https://www.bloomberg.com/news/articles/2025-12-20/china-s-rare-earth-magnet-exports-to-us-decline-in-november?utm_source=website&utm_medium=share&utm_campaign=twitter&embedded-checkout=true

Sauber, Rudi. Und noch ein Weissbier auf diese Meldung. 😎

Mr. Mark Chalmers of U.S. based uranium and rare earth producer & project developer Energy Fuels updates. Mark covers recent results, $700 million USD bond issuance for construction financing of pipeline projects & White Mesa Mill expansion, next plans at Donald project Australia, progress at Toliara Madagascar, U.S. domestic uranium production, further potential offtake partners, next plans, and more. https://youtu.be/zwN0kNZ7ZU4?si=4ZiBI0JPdosxGMz3

Energy Fuels' US-Produced "Heavy" Rare Earth Oxide Successfully Qualified for Use in Permanent Magnets The Company's 99.9% purity dysprosium oxide produced at its White Mesa Mill in Utah passes initial purity and QA/QC processes of major South Korean permanent magnet manufacturer; terbium and potentially samarium oxide production expected in early 2026. https://ceo.ca/@newswire/energy-fuels-us-produced-heavy-rare-earth-oxide

US House passes bill to speed permitting for big energy projects The goals of the bill are in line with President Donald Trump's agenda to expand domestic energy, mining and other industries, but conservationists said looser environmental standards risk clean air and public water supplies. https://www.reuters.com/world/us/us-house-passes-legislation-speed-infrastructure-approvals-2025-12-18/

Dies denke ich auch. Daher wortwörtlich, Augen zu und durch. Wird die nächsten Monate noch ordentlich holpern bis die Sonne dann schlussendlich auf unseren Keks scheint.

Will damit nur sagen das die Chance auf einen ordentlichen Rückgang aufgrund der Welle c sehr hoch ist. Kann natürlich auch anders kommen. Sollte sich nur keiner wundern. Ja auch nach der Welle c sind neue Hochs zu erwarten. Das kann aber dauern.

Denke nicht… aber auch in in einer möglichen Welle c wäre noch einmal höhere Hochs zu erwarten .. wenn im Zuge der Section-232 eine Entscheidung demnächst zur Sicherung der Ursnproduktion in den USA kommt (Aufbau einer Reserve oder Quotenreglung ) dann gehts in Ruck zuck zu neuen Höhen. Dann lieber jetzt Augen zu und durch das Tief durch . Die Gefahr den Boom zu verpassen ist da höher

Wir befinden uns genau wie bei UEC in der Welle c, heißt also erstmal abwärts, bevor es dann irgendwann wieder ein neues Hoch geben wird.

Oder gute Nachkaufchancen :‐D

Kommen schlechte Zeiten?

https://www.boerse-express.com/news/articles/energy-fuels-aktie-drohende-unruhen-849518