EQ Resources WKN: A2QKE0 ISIN: AU0000122749 Kürzel: EQRLF Forum: Aktien Thema: Hauptdiskussion

Hier was fürs WE zum Lesen Tungsten Market Report Tungsten (W) August 2026 https://www.spglobal.com/content/dam/spglobal/global-assets/en/special-reports/critical-mineral-market-reports/Market%20Report%20-%20Tungsten%20-%2008052026.pdf

Rudi, wäre die EU entscheidend für den Kursverlauf? Wohl nicht. Sydney und nochmal Sydney, oder? Die Umsätze hier sind/ wären doch marginal. Gleiches oder noch mehr gilt das wohl auch für USA (irrelevanter Nebenmarkt).

Stellt euch mal vor die Aktie wäre in Europa einfacher zu handeln !! ☹️

EQ Resources stellt Rekorde auf, während die Dynamik bei Wolfram zunimmt https://m.youtube.com/watch?v=2I4GewEotDs&pp=4gcJEgd0d2l0dGVy

• Tungsten Shortage Impact: China’s export controls on tungsten have caused a surge in prices, impacting industries like carmakers, weapons manufacturers, and semiconductor producers. • EQ Resources’ Growth: EQ Resources, the largest tungsten miner outside China, has seen its share price surge due to the tungsten shortage, with its market capitalisation increasing from AU$80 million to AU$1.3 billion. • China’s Dominance in Tungsten Supply: China supplies 85% of the world’s tungsten, making it vulnerable to supply disruptions. • Tungsten Supply Chain Vulnerability: The world relies heavily on China for tungsten, a critical material for various industries, making it vulnerable to supply chain disruptions. • Tungsten Demand and Supply Gap: Global demand for tungsten trioxide is around 75,000 tons annually, with China dominating the supply. Non-Chinese mines and recycling fall short, creating a significant supply gap. • EQ’s Strategic Expansion: EQ, a tungsten producer, is expanding its Australian mine, exploring acquisitions, and considering refining to capitalise on the growing demand and supply gap. • China’s Motivation: China aims to dominate the downstream tungsten market for products like AI infrastructure and electronics, mirroring its strategy in the EV sector. • Tungsten Market Outlook: The market is expected to see a supply shortage rather than a demand boom, driven by strategic uses in rearmament and data centres. • EQ’s Financial Performance: EQ reported record revenue and a significant price increase for tungsten, enabling the company to fund its expansion internally. Hoffe das Japan bei ihm anruft und nach Material bettelt 😎

Shortages and strategic value: Sun shines for Australian tungsten miner EQ Resources, biggest player outside China, funds expansion on rising prices "We're getting a lot of inbound [inquiries]," Bradshaw told Nikkei Asia. "People are getting told by suppliers [of tungsten chemicals] they're not going to get any material for at least 12 months. ... In my 16 years in the industry, I've never had a situation like that." https://asia.nikkei.com/business/markets/commodities/shortages-and-strategic-value-sun-shines-for-australian-tungsten-miner

resourcing the new economy for a better tomorrow

Für heute gilt wohl: Der Zug hat keine Bremsen

Sah schonmal schlechter aus 😁 https://www.eqresources.com.au/site/showdownloaddoc.aspx?AnnounceGuid=d4335e3b-bc73-450f-b297-53379e0cd5d8&Platform=Email

US shuts the back door on Chinese defence metals, and Australian tungsten is suddenly in play https://www.samso.com.au/post/us-shuts-the-back-door-on-chinese-defence-metals-and-australian-tungsten-is-suddenly-in-play

Wohl ein kluger Schritt ab 2027. Momentan interessiert das leider niemanden. Mal schauen, ob die Amis das dann ändern oder ob sie sagen "nö, is ja keine amerikanische Firma..."

EQ Resources eyes US listing https://mining.com.au/eq-resources-eyes-us-listing/

Das wäre schon mal gut würden die breiter investierbar

Da ist viel Lithium drin - bisschen seltene Erden und Almonty Ja kann man sich antun wenn man denkt es geht wieder nach oben.

https://www.eqresources.com.au/site/showdownloaddoc.aspx?AnnounceGuid=9d308694-9963-4659-9d93-49a1b4f87e29&Platform=Email

Rudi Rare Earths: Du bist hier der Senior-Experte: kuk ich mir einen relevanten ETF an, z.B. IE0002PG6CA6 ...: Es geht seiten viiiielen Wochen nur noch Richtung Süden! So, what the f... Only the hell is the Limit? 😉