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

Hier mal was schönes zum Verbrauch von Strom bei KI AI hardware is rewriting the data‑center energy equation. One rack of NVIDIA’s Blackwell 2 now draws roughly 180‑200 kW, driving whole‑site demand from ~300 MW to 1.2‑1.5 GW—a 4‑to‑5× jump in a single architecture cycle. The power spikes (“300 MW → 1.5 GW → 500 MW”) stress 30‑ to 50‑year‑old transformers and distribution assets that were never designed for such volatility, forcing utilities and operators to rethink grid reinforcement and on‑site generation strategies. Latency, not land, decides geography—hence the rise of “metro micro‑data‑centers.” Hyperscalers still prefer desert “mega” sites, but real‑time workloads (trading, high‑speed manufacturing QC, robotic assembly) cannot tolerate the round‑trip to remote super‑clusters. Result: data‑center footprints are pushing back into dense regions (e.g., the Pennsylvania AI Hub) and even onto factory floors, where edge or “micro‑cloud” rooms house mixed racks of legacy PLCs, Xeon/EPYC CPUs and top‑tier GPUs to keep inference inside the 20–50 ms envelope. A nuclear “mini‑renaissance” is being financed by the cloud giants. Microsoft has already inked a 20‑year offtake to restart Three Mile Island Unit 1; SMR vendors (GE, Westinghouse, Rolls‑Royce) are positioning small reactors as drop‑in baseload for hyperscale campuses. Operators admit the engineering and regulatory path is novel and capital‑intensive, but see nuclear as the only carbon‑neutral, 24 × 7 supply that scales with AI demand. Cooling and on‑site auxiliaries are the next investment hotspot. Traditional single‑phase cooling is already inadequate; multiphase liquid systems are becoming mandatory for Blackwell‑class thermal loads. Operators are evaluating dedicated diesel or gas gensets—and ultimately SMRs—to run “utility loads” (cooling, ventilation, security) locally, cutting grid draw by ≈40 % and easing interconnection bottlenecks. These niches create a fresh capex cycle for thermal‑management OEMs and distributed‑generation providers. No pause in sight—chip roadmaps and software volatility keep capex on the accelerator. With each GPU generation delivering higher density, data centers require continuous electrical and mechanical retrofits; hyperscalers blend constant‑load owned sites with burst capacity from Tier‑1 colos (Equinix, NTT, Compass, etc.). Software demand is even less predictable: emerging Chinese LLMs (DeepSeek, Alibaba, Tencent) and still‑unknown academic breakthroughs could further spike compute intensity, making any two‑to‑five‑year forecast highly uncertain. Investors should track four lenses simultaneously—academic, start‑up, hyperscaler, and capital‑allocation trends—to avoid blind spots.

Wie werden die Earnings am Donnerstag??

Auch ein blindes Huhn… 🐓 Trinkt mal einen Korn!

Demand for magnetic REEs to triple by 2035: McKinsey https://www.mining.com/demand-for-magnetic-rees-to-triple-by-2035-mckinsey/

Ich bin wieder versöhnt und die kleine Korrektur schadet überhaupt nicht!

https://x.com/quakes99/status/1952123116903346492?s=46&t=CND_DF6ErYtM-d_GnIoKqA

🤔Could be an interesting week for #Uranium #stocks as #Trump's August 8 deadline to Putin for #Russia to end its war in #Ukraine is imminent.⌛️ Will TACO Trump follow thru and immediately halt all US imports of Russian enriched Uranium this week, sending U prices soaring?🇷🇺🤺🇺🇸

https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51 China Is Choking Supply of Critical Minerals to Western Defense Companies Beijing’s tightened controls are a sign of the leverage it has over the U.S. military supply chain

China’s Mineral Curbs Strain U.S. Defense Supply Chain China has restricted the flow of critical minerals to Western defense manufacturers, delaying production and forcing firms to search globally for supplies needed to produce items from bullets to jet fighters. Amid rising U.S.-China trade tensions, Beijing tightened rare earth export controls earlier this year. Though some flows resumed after U.S. trade concessions in June, China continues to restrict minerals used in defense. It supplies around 90% of the world’s rare earths and dominates production of many other critical minerals. As a result, a drone-parts supplier to the U.S. military faced delays of up to two months while sourcing non-Chinese magnets. Prices for some defense-critical materials have surged fivefold or more, with samarium—used in jet-engine magnets—offered at 60 times the usual price, according to industry sources. These increases are pushing up defense system costs. The mineral squeeze underscores the U.S. military’s dependence on Chinese supply chains, giving Beijing leverage amid escalating tensions. U.S. defense firms rely on Chinese-sourced minerals for microelectronics, drone motors, night-vision equipment, missile-targeting systems, and satellites. Despite efforts to diversify, executives say many of these rare elements are uneconomical to produce outside China. China’s Foreign Ministry declined to comment. https://x.com/sino_market/status/1952175677849161825?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Does anybody has news about the DFS on Toliara of @Energy_Fuels? When I go through the investor deck from June 2025 it is excepted for June/July 2025. is the a surprise coming to the earnings on Thursday?!! Da müsste doch auch was kommen https://x.com/therealwtor/status/1951929843798491644?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Gewiss !!! 😎

Für das Lesen zum Sonntag https://chatgpt.com/share/688f4060-e8e0-800c-98df-a951030f1623 Diese Quelle hab ich mal im Lichte von EF analysieren lassen und bewerten https://www.bgr.bund.de/DE/BGR/Gemeinsames/Produkte/Downloads/Commodity_Top_News/Rohstoffwirtschaft/72_Monazit%20aus%20Schwermineralsanden.pdf?__blob=publicationFile&v=1

Du hast ja bei gut 5 auch gekauft....meine Sorge hält sich in Grenzen.

Hab am Freitag nochmal nachgekauft - hoffe auf gute Zahlen bei den Earnings und auf Geld von der Regierung wegen seltener Erden. Also verkauft besser wenn ich kaufe. Follow me for more investment advise!! 😎

The Money Man Behind America's Rare Earth Minerals https://www.forbes.com/sites/nathanvardi/2010/10/18/the-money-man-behind-americas-rare-earth-minerals/

Earnings nächste Donnerstag vor der Börsenöffnung https://x.com/wallstengine/status/1951312620126196025?s=46&t=CND_DF6ErYtM-d_GnIoKqA