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

Trump Launches $12 Billion Minerals Stockpile to Counter China. https://www.bloomberg.com/news/articles/2026-02-02/trump-launches-12-billion-minerals-stockpile-to-counter-china?embedded-checkout=true • Project Goal: To insulate US manufacturers from supply shocks and reduce reliance on Chinese rare earths and other metals. • Project Mechanism: A $12 billion stockpile, combining private capital and a government loan, to procure and store critical minerals for manufacturers. • Project Participants: Over a dozen companies, including major players in automotive, aerospace, and tech sectors, along with commodities trading houses. • US Critical Minerals Stockpile: The US is considering establishing a national stockpile of critical minerals for civilian needs, in addition to the existing stockpile for defence purposes. • US Investment in Domestic Minerals Companies: The US government has been investing in domestic companies to boost the production and processing of rare earths. • Project Vault: A new venture called Project Vault, backed by $1.67 billion in funding, aims to help manufacturers mitigate price volatility in critical materials. • Project Vault’s Role: Procure and store materials for manufacturers who commit to purchase at a specified price. • Manufacturer Commitment: Manufacturers commit to buying a specified amount of materials at a set price, and to repurchase the same amount at the same cost in the future. • Undisclosed Costs: Specific carrying costs for manufacturers and fees for trading firms were not disclosed.

Aber so früh wieder Comeback kam unerwartet. Wollte noch weiter unten nachlegen :(

Das sowieso

Weil EF eine super Story ist!

Wieso auf einmal Anstieg?

Uranpreis im Sinkflug

Der Hauptfokus liegt hier für Anleger in der Zukunft. Seltene Erden werden hier ganz andere Umsätze für EF generieren. 2-3 Jahre halten, nachkaufen bei guten Gelegenheiten und sich freuen wenn der Turbo anspringt.

Na weil Uran um 2,3% auf 99,1 gefallen ist.

Aus welchem Grund Game over?

Game Over würde ich mal sagen, da haben sich einige verzockt

Aber dann NACHKAUFE!!!!!

Warte der kommt noch deutlicher

Ich schau mir jetzt ein paar Tage keine Kurse an.....

U.S. Signals Allied Price Coordination to Counter China’s Grip on Rare Earth Processing U.S. Under Secretary Jacob Helberg announced a strategic push for allied nations to coordinate on rare earth pricing mechanisms to stabilize non-Chinese extraction and refining against China's market dominance and price volatility. While price coordination addresses boom-bust cycles that have repeatedly killed Western projects, experts argue it's insufficient without a comprehensive industrial policy spanning subsidies, workforce development, downstream R&D, and allied orchestration. Helberg's background in U.S.-China economic competition, technology policy, and national security positions him uniquely to drive this shift from treating rare earths as ordinary commodities to strategic assets requiring coordinated intervention. https://rareearthexchanges.com/news/u-s-signals-allied-price-coordination-to-counter-chinas-grip-on-rare-earth-processing/

Why Mining In Greenland Is So Hard | Business Insider https://youtu.be/xUzIqdEPC-k?si=S4Q-Rd2VADYmthxJ Für denn den seltene Erden und Grönland interessiert.