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

Kazatomprom Pauses Inkai Uranium Production Due to Approval Delay https://www.marketwatch.com/story/kazatomprom-pauses-inkai-uranium-production-due-to-approval-delay-eb8c0ae2?mod=markets

https://de.tradingview.com/news/reuters.com,2024:newsml_L8N3NW0M1:0/

The strategic imperative is clear: The U.S. must maintain its AI leadership, establish energy abundance through nuclear power, and protect the environment while growing the economy. We cannot spend our way into prosperity, but we can innovate our way forward. Nuclear power must be seen in a new light: as a versatile foundation for clean firm power generation, pink hydrogen production, and industrial heat—all while guaranteeing grid stability. While the Trump presidency might see natural gas as the key to our energy abundance, nuclear power can meet the bulk of new power demand.

U.S. Nuclear Power And AI Leadership: The Data Center Connection https://www.forbes.com/sites/annabroughel/2024/12/29/us-nuclear-power-and-ai-leadership-the-data-center-connection/ Vom Forbes Magazine!!!

Nichts ganz neues aber mal eine Betrachtung der politischen Lage in den USA You Knew This Was Going to Happen: China Weaponizes Rare Earth Metals While China is vulnerable in energy and food production, REMs provide a significant advantage. China controls 60–70 percent of the world’s extraction of REMs and 90 percent of its refining capacity. Since the 1980s, China has viewed REMs as a strategic asset. “Recognizing the strategic importance of these metals, China began heavily subsidizing its rare earth mining and processing industries. This allowed Chinese producers to undercut international competitors, driving many mining operations in the U.S., Australia, and elsewhere out of business,” reports Zimtu Capital Corporation of Canada. President-elect Donald Trump’s appointment of key officials—such as Peter Navarro as senior counselor for trade and manufacturing—signals a strong stance on trade. Navarro, known for his aggressive trade policies, has been empowered to use tariffs and other measures to compel China to adhere to fair trade practices. Navarro could receive significant support from former U.S. Trade Representative Robert Lighthizer, who shares Navarro’s views on the malign nature of China’s trade practices. Ambassador Rick Grenell, appointed to the new role of presidential envoy for special missions, adds further muscle to this team. Grenell’s past close relationship with Trump suggests he will play a critical role in resolving obstacles related to REMs. A new corollary to Trump’s famous “drill, baby, drill” might be “refine, baby, refine”—a rallying cry to reestablish REM refining processes in the United States and trusted foreign partners. https://www.thegatewaypundit.com/2024/12/china-weaponizes-rare-earth-metals/

Rare earths: another reason we mustn’t allow Russia to win in Ukraine The so-called rare earths are essential raw materials for advanced electronics industries. China – with the world’s largest economically exploitable reserves – has a major strategic advantage in access to rare earths, underlined by the tight export controls that it has recently imposed. In Europe, it is eastern Ukraine that has the best reserves. To gain and maintain control of Ukraine’s reserves would be a major boost for Russia. A defeat here for Ukraine, enabled by the failure of the west to provide the long-term support that it has promised, would signal to China that it should not be too concerned about western resolve in the event of a Chinese invasion of Taiwan. Taiwan is a dominant supplier of the advanced electronics, incorporating rare earths, that will continue to be a major determinant of economic success. https://www.theguardian.com/world/2024/dec/27/rare-earths-another-reason-we-mustnt-allow-russia-to-win-in-ukraine Energy Fuels ein Hedge für dieses Szenario, dass wir uns nicht wünschen??

Why tech giants such as Microsoft, Amazon, Google and Meta are betting big on nuclear power https://www.cnbc.com/2024/12/28/why-microsoft-amazon-google-and-meta-are-betting-on-nuclear-power.html

So You Want to Build a Nuclear Reactor https://youtu.be/89KYlEzW5_M?si=xwM0f3ZdS8Wubp1R Hier war zu small Modular Reactors von einem Prof aus der USA. Schon ziemlich pro Nuclear aber denke mal gut wenn sich noch nicht so intensiv mit SMR beschäftigt hat.

https://www.proactiveinvestors.com/companies/news/1063460/uranium-market-outlook-tightening-supply-and-rising-demand-point-to-price-surge-1063460.html?rel=scroll

Energy Fuels: Uranium Sector Strong, Now Ramping Up Rare Earths https://youtu.be/_K7BwEFxsY8?si=ZeqGWfh8W9Xlngja Bin über das hier gestolpert - hier geht man auf Seltene Erden ein. Evtl für einige noch interessant wenn man das noch nicht kennt.

Gegen Trump, fast alles wofür ich stehe, widerspricht dem, was Trump tut.

Was hast du gegen Trump?

Ich denke, dass 2025 noch nicht unser großes Jahr wird, eine positive Kursentwicklung ist alleine durch Trump schon möglich, was ich am meisten hasse, aber gut, so gibt es wenigstens was Zählbares auf seiner Habenseite für mich.

Muss nicht schlecht sein. Die haben aber mit Base eine Base die sich auskennen könnte was Seltenerden angeht und wenn geschickt gemacht sind es 2 Firmen in einer. Wer nicht wagt der nicht gewinnt.

Die Vita vom CEO EF ist nicht ganz so übel. Laut Usern von HotCopper, Stocktwist etc. soll er sein Handwerk verstehen.

Dies ist genau das, was die Analysten auch kritisieren. Sie verlassen ihr Kerngeschäft und fangen an, auf zu vielen Hochzeiten zu tanzen. Das wird noch ein "Misch-Konzern". Muss ja nicht schief gehen, kann aber.