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

Das ist der Henkel

Du vermutlich nicht mein Freund.

Dezember 2010

Genau das dachte ich auch. Du musst viel weiter zurück. Nennen wir es Badewannen Henkel Formation. Aber es ändert sich nichts.

Sieht man vlt nach 3 Bier?!

Mir fehlt der Henkel!

Das sieht doch irgendwie nach einer riesigen Tasse Henkel aus. Ich muss mir das gleich mal genauer anschauen.

Moin ☕️ und immernoch viel zu billig!

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Der Spotpreis für Uran rumpelt leise aber stetig nach oben. 88,40 Dollar das Pfund. 8,8 Prozent Steigerung über den Monat.

US Critical Mineral Stockpile Bill for $2.5billion Introduced A bipartisan group of U.S. lawmakers has introduced legislation to establish a $2.5 billion Strategic Resilience Reserve for critical minerals, aiming to stabilize prices, support domestic mining and refining, and reduce U.S. dependence on China-dominated supply chains. According to Reuters, the 68-page bill would create a federally governed stockpile of minerals including lithium, nickel, and rare earths, overseen by a seven-person board modeled on the Federal Reserve’s governance structure. Lawmakers argue that Chinese overcapacity, export controls, and pricing power have distorted global markets and undermined U.S. producers in sectors ranging from electric vehicles to defense manufacturing. https://www.zerohedge.com/news/2026-01-25/us-introduces-25billion-stockpiling-bill-critical-minerals

Processing Trump’s Minerals Policy Was sagt der Orange Rare Earth are not RARE - Processing is!! Wer könnte es bis zum Metall vom Magneten?? https://youtu.be/vKcvye8XbK0?si=JaISIJj54_4rtdQP

FT: The U.S. plans to put $1.6B into USA Rare Earth $USAR, taking about a 10% stake and providing $1.3B of senior secured debt through a Commerce Dept. finance facility tied to the CHIPS Act. The package and a separate $1B private financing are expected to be announced Monday. https://x.com/wallstengine/status/2015211619513671760?s=46&t=CND_DF6ErYtM-d_GnIoKqA Die Amis meinen es ernst USA Rare Earth bekommt richtig Geld - aber es ist bullish für den Sector

EFR and ASM Unite to Build a New Rare Earths Powerhouse for Western Markets https://youtu.be/oiymjqcBkJg?si=l4JlpvRluzQnHvZR

Mining Stocks on Cusp of Supercycle as AI Boom Stokes Metals • Mining Stocks Performance: Global mining stocks have surged nearly 90% since the start of 2025, outperforming other sectors like semiconductors and technology stocks. • Drivers of the Rally: Soaring metals demand from industries like robotics, electric vehicles, and AI data centres, coupled with tight supplies, are driving the rally. • Metals in Focus: Copper, crucial for the energy transition, has seen a 50% increase, while analysts are also optimistic about aluminium, silver, nickel, platinum, and gold. • Mining Stocks Performance: Mining stocks have shifted from being out of favour to becoming an essential portfolio anchor, driven by Beijing’s economic support and changing commodity dynamics. • Commodity Correlation Shift: Commodities like copper and aluminium have transitioned from short-cycle trades to structural investments, benefiting from AI-related transition strategies. • Undervaluation: Despite increased strategic relevance, the mining sector remains undervalued, trading at a significant discount to historical averages. • M&A Trend in Mining Industry: Companies are increasingly opting for mergers and acquisitions (“buy over build”) to achieve scale and portfolio optimisation, particularly in copper. • Market Outlook: Supply deficits in copper are expected to support higher commodity prices and valuation multiples. • Investment Strategies: While some analysts caution against the rapid rally in commodity prices, others see continued upside potential and plan to increase exposure to mining stocks. https://www.bloomberg.com/news/articles/2026-01-24/mining-stocks-on-cusp-of-supercycle-as-ai-boom-stokes-metals?taid=69748f427707d00001124197&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter&embedded-checkout=true