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

Summary of the US Strategy on #Nuclear Energy. #uranium #SMR (using #ChatGPT that required 100x more energy than using $goog). This is all playing it. Be patient! The United States has recognized the erosion of its leadership in the global nuclear energy sector, with state-owned enterprises from Russia and China advancing rapidly. In response, the U.S. government has developed a comprehensive strategy to restore its competitive edge in nuclear energy. Key Components of the Strategy: 1. Revitalizing the Domestic Nuclear Fuel Cycle: • Uranium Mining and Conversion: The strategy emphasizes immediate actions to strengthen domestic uranium mining and conversion industries, aiming to reduce reliance on foreign sources and ensure a stable supply of nuclear fuel. • High-Assay Low-Enriched Uranium (HALEU) Production: Recognizing the need for specialized fuels for advanced reactors, efforts are underway to develop domestic HALEU production capabilities. Initiatives include awarding contracts to companies like General Matter to produce HALEU more cost-effectively within the U.S. 2. Advancing Nuclear Technology and Innovation: • Small Modular Reactors (SMRs): The strategy supports the development and deployment of SMRs, which offer enhanced safety features and flexibility. Significant investments, including $700 million raised by companies like X-energy, are directed towards bringing these reactors online to meet increasing energy demands, particularly from sectors like data centers. • Advanced Reactor Development: Collaborations between state governments and energy companies, such as New York’s partnership with Constellation Energy, aim to lead in advanced reactor deployment, aligning with climate goals and increasing electricity demands. 3. Strengthening International Competitiveness: • Policy and Financing Support: The U.S. is focusing on policy development, international market cultivation, and financing plans to enhance its position in the global nuclear market. This includes legislative efforts like the ADVANCE Act, which aims to streamline licensing and support the deployment of advanced nuclear technologies. • Collaborations with Technology Companies: Partnerships with major tech firms, such as Microsoft’s agreement with Constellation Energy to restart the Three Mile Island Unit 1, highlight the role of private sector engagement in revitalizing the nuclear industry. By implementing this multifaceted strategy, the United States aims to reestablish its leadership in nuclear energy, ensuring energy security, technological innovation, and a competitive stance in the global market. https://x.com/slocan68/status/1892994272489808298?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Hoffen wir es mal Hoffe aber es gibt dann noch De und uns in 5 Jahren ☹️

Na, das sind nicht viele Unternehmen, die davon profitieren! Holly Shit! Dafür fällt aber EF sehr gut, irgendwie kommen diese Meldungen bei den Aktionären nicht an......oder noch nicht? EF hat ja noch jede Menge Arbeit vor sich, aber in 5 Jahren müsste doch das meiste stehen und auch die Milliarden Finanzierung dafür, dürfte angesichts der Tatsachen durch die Trump-Administration kein Problem sein.

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Hier zu das Breaking: China Proposed Regulations on "Administrative Measures for the Total Control of Rare Earth Mining, Smelting and Separation" What it means However, this proposed regulation means that - if this PROPOSED regulation ever goes into force - it will be the end of unregulated imports of rare earth raw materials and processing thereof. Who will benefit Western rare earth companies which do include processing of rare earth resources to final, usable, market adequate rare earth compounds and metals. In Australia that would likely be Iluka and Arafura, in the U.S. Energy Fuels and Rare Element Resources. Subject to further analysis in Canada SRC, in Europe Neo Performance Materials. https://treo.substack.com/p/breaking-china-proposed-regulations

https://youtu.be/1SbG-Y7VeDY?si=xiHmf8taJuIiPf1_ Curtis Moore of Energy Fuels talks Pinyon Mine & compromise with Navajo ...

China will Kontrolle über seine Seltene-Erden-Industrie weiter verschärfen In Bezug auf das geplante Rückverfolgbarkeitssystem werden auch Exportlizenzen erwähnt, die es bislang noch nicht für Seltenerdmaterialien gibt – wohl aber für bestimmte damit verbundene Technologien. Ah interessant!! https://rohstoff.net/china-will-kontrolle-ueber-seine-seltene-erden-industrie-weiter-verschaerfen/

The West Faces Uranium Shortage Amid Competition From China And Russia As many countries are now looking to nuclear power to cut emissions and reliance on imports of oil and gas, and meet the growing power demand from AI and data centers, they would need more uranium supply. https://www.zerohedge.com/markets/west-faces-uranium-shortage-amid-competition-china-and-russia

Rare earths, controlled by China, are increasingly driving US geostrategic https://efe.com/en/other-news/2025-02-15/rare-earths-increasingly-driving-us-geo-strategy/

Ich sehe das auch so, hier wird es ein paar Tage brauchen, bis das abhebt und nütze die Zeit mich hier ordentlich zu positionieren. Es muss noch Unmengen an Kohle in Anlagen investiert werden, aber die Strategie America First wird sich nicht ändern und EF profitiert davon, mit allen Standbeinen, die sie mittlerweile haben.

BidBird hat auf X eine EF Community eingerichtet https://x.com/i/communities/1890404493092876591

Noch haben wir ein/ zwei Jahre Ruhe aber wenn das ins Laufen kommt, wird es den Uranmarkt spürbar entlasten. Da bspw Frankreich aus dem Niger geflogen ist, werden sie sicherlich ein großes Auge drauf geworfen haben.

Mir jetzt mal paar Karten mit Bodenschätzen der Ukraine angeschaut. Zwecks Uranvorkommen. Die Förderung der aktiven Minen deckt aktuell nur zur Hälfte den eigenen Bedarf. Ressourcenreiche Gebiete liegen im Osten bzw leicht in der Mitte.

Hier die Daten von BidBird zu den Shortquoten https://x.com/bidbird10/status/1889716650292707621?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Bitte wer?

Und die ganzen schönen guten Meldungen verpuffen in der Winter Sonne… Es geht nichts nach oben Edelmetalle steigen. Kupfer steigt aber Uran fällt finde einer die Logik