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

Nur gut das ich noch ein bisschen was gekauft habe heute 😀

Sec. 3. Immediate Review of All Agency Actions that Potentially Burden the Development of Domestic Energy Resources. (a) The heads of all agencies shall review all existing regulations, orders, guidance documents, policies, settlements, consent orders, and any other agency actions (collectively, agency actions) to identify those agency actions that impose an undue burden on the identification, development, or use of domestic energy resources — with particular attention to oil, natural gas, coal, hydropower, biofuels, critical mineral, and nuclear energy resources — or that are otherwise inconsistent with the policy set forth in section 2 of this order, including restrictions on consumer choice of vehicles and appliances.

(b) to establish our position as the leading producer and processor of non-fuel minerals, including rare earth minerals, which will create jobs and prosperity at home, strengthen supply chains for the United States and its allies, and reduce the global influence of malign and adversarial states; (c) The Secretary of the Interior shall instruct the Director of the U.S. Geological Survey to consider updating the Survey’s list of critical minerals, including for the potential of including uranium. https://www.whitehouse.gov/presidential-actions/2025/01/unleashing-american-energy/

Wenn Mr Orange jetzt Zölle auf Uran aus Kanada erlässt dann läuft es hier 🤣

Gestern waren die US Börsen geschlossen. Nun schauen wir mal, wie sie heute reagieren.

😏 Zur Ausweitung der heimischen Energieproduktion hat Trump... ... einen nationalen Energienotstand erklärt. Das soll die Nutzung natürlicher Ressourcen wie Öl, Gas, aber auch Uran, Kohle und kritische Rohstoffe vereinfachen und Genehmigungsverfahren beschleunigen, etwa für den Bau von Pipelines.

Das einzige Dekret worüber ich mich gefreut habe. Uran und Critical Minerals! 😀

Trump Includes Critical Minerals in His Energy Bonanza. A trio of executive orders boost rare earth metals essential to batteries. https://heatmap.news/politics/critical-minerals-trump-executive-order Wenn er so interessiert an Grönland ist wegen seltener Erden dann müsste doch Energy Fuels und MP eine leichtere und schnellere Lösung sein?

Ein erstes US Diskret soll unteranderem sein, Erklärung des nationalen Energie-Notstandes. Na da bin ich gespannt. Kann für EF nur von Vorteil sein. Nichts gegen die Natives aber wen das kommt, rollen die LKWs demnach unangekündigt durch ihr Gebiet. Ob man dies nun begrüßt oder nicht.

As you can see below from the latest Department of Defense’s investing roadmap, United States is willing to support Western REE-producers. $258 million into Lynas $LYC Texas Facility and $45 million to MP Materials $MP, which have received different kind of support numerous times in the past decade. Once the Final Investment Decision of the Toliara project has been made early 2026, Energy Fuels will be eligible to receive funding for the construction of the Toliara project. So that is definitely something to look forward. To add that, Energy Fuels’ strategy to produce Uranium and Actinium-225 aligns well with Department of Energy’s (DoE) and Department of Health and Human Resources (HHS) objectives. Both of the mentioned products are in supply deficit, especially the latter. Energy Fuels is a strong candidate to receive US Gov’t support, which will bring a non-dilutive option to fund the projects. Rare Earths for the Defence Sector, Uranium for the National Security and Baseload Power and lastly, Actinium-225 to provide enough supply for the Big Pharma as they continue to develop Targeted Alpha Therapies (TAT) to revolutionaze the fight against cancer. Recently there has been a massive acquisition spree, as Big Pharma companies have acquired smaller Bio-tech companies, which have expertise in Radiopharmaceuticals. Energy Fuels $UUUU is slowly becoming a little bit too important for United States Gov’t to ignore, especially if they are able to execute their plans. That remains to be seen, but the building blocks are definitely in place. https://x.com/bidbird10/status/1880296756866396584?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Wann geht da was weiter?

Meine Güte, wie habe ich denn Gouverneur da oben geschrieben. Sorry. 😄

Aua, die Aktie kennt ja nur noch eine Richtung. Bin gespannt wann der Uranpreis steigt und damit hoffentlich auch EF.

Nein noch nicht