Hauptdiskussion Perpetua Resources WKN: A2QPVU ISIN: CA7142661031 Forum: Aktien User: Moly

US Firms Benefit From Rare Earth Supply Chain Shift https://www.ntd.com/us-firms-benefit-from-rare-earth-supply-chain-shift_1033159.html

Bin 2Wo. dabei, und schon 25%+

Ich hoffe es geht weiter so.

Leider hab ich hier nix rein investiert. Für mich ist aber die Wolfram Geschichte sehr ähnlich zur Antimon Story - hoffe mal das es bei W dann ähnlich läuft

Das Schöne hier ist……man macht gar nichts, beobachtet und schaut zu, wie sich das Geld vermehrt. 😎😁

Warum schreibt der Autor, dass Antimonquellen in US nicht bekannt sind. Merkwürdig….🤔

Understanding the Significance of China’s Antimony Export Controls The Chinese government will probably continue to allow some antimony exports to the United States, sending a retaliatory signal but also keeping the U.S. reliant on Chinese mineral supplies. https://thediplomat.com/2024/08/understanding-the-significance-of-chinas-antimony-export-controls/

https://www.dailysignal.com/2024/08/27/china-set-to-cut-off-us-military-from-key-mineral-as-americas-own-reserves-remain-buried-under-red-tape/

Man beachte auch, dass Antimon zusammen mit Wolfram genannt wird

Von Hot Copper China tightens grip on critical minerals with new antimony export restrictions. By Colin Hay - August 16, 2024 The price of antimony is expected to surge following news that the Chinese government is set to further restrict exports of the critical mineral.According to Statista, China – with 40,000 tonnes of production in 2023 – has nearly double the output of its nearest rival.Now, China’s Ministry of Commerce and the General Administration of Customs have announced a joint decision to impose export controls on antimony and related items. Defence industry usage A key component of the defence industry, where it is used alongside tungsten to harden bullets, antimony has applications across numerous industrial sectors, resulting in more diverse consumption than some other critical materials.Due to its flame-retardant and anti-corrosive properties, antimony’s use is increasing as a key component of lithium-ion batteries, solar panels and wind turbines.With Chinese supply dwindling and Russian supply volatile, there is considerable uncertainty over the future of antimony production.The Costerfield mine in Victoria, accounting for around 2% to 4% of global supply, is the only antimony mine currently operating in Australia. Growing demand Once described by the US International Trade Commission as the “critical mineral you have never heard of”, antimony is often found in association with other precious metals.Its discovery has increased recently, driven by the surge in gold and silver exploration and miners’ decisions to test for antimony in their assays, as has its demand as a critical mineral.China’s move to restrict exports comes as it continues to reinforce its control over the rare earth industry with the approval of its first comprehensive regulation covering the mining, smelting and distribution of these critical minerals.Government agencies will now oversee the total volumes of rare earth mining and smelting and implement a product traceability system to monitor their movement from extraction to end-use.

Man kann es nur schwer einordnen….🤷‍♂️

The West's critical mineral policy is putting the cart before the horse It's not a supply problem, it's a demand problem William Clarke https://www.mining-journal.com/energy-minerals/opinion/4347749/wests-critical-mineral-policy-putting-cart-horse

Man braucht wenig Antimon, aber man braucht es zwingend. Selbst Jäger, die selbst Munition herstellen benötigen Antimon. Bei denen reicht allerdings ein Teil eines Zinntellers, der auch Antimon beinhaltet. Ich hätte nicht gedacht, dass es mit Perpetua so schnell geht. Im Moment fühle ich mich bei Almonty allerdings immer noch etwas wohler…..

Die Grafik hier hab ich noch gesucht https://x.com/minenergybiz/status/1824369203907826117?s=46&t=CND_DF6ErYtM-d_GnIoKqA Nach diesem ist der Verbrauch von Antimon in 2023 zu ca 75% von Flammschutz und Photovoltaik getrieben. Waffenproduktion ist gar nicht wirklich aufgeführt. Auch hier Parallelen zu Wolfram. Nach Almonty werden ca. 10% nur für die Waffenproduktion benötigt und der größte Anteil für Wolframcarbid in Werkzeugen.

https://www.reuters.com/world/china/china-limit-antimony-exports-latest-critical-mineral-curbs-2024-08-15/ Perpetua Resources (PPTA.O), opens new tab, which is building a U.S. antimony and gold project with support from the Pentagon and the U.S. Export-Import Bank, had initially planned to begin production by 2028, should it obtain final permits this year. But China's moves meant the company is studying ways to produce antimony faster. "We are looking at things that we can do during construction to get antimony out the door sooner for some of these strategic needs," Jon Cherry, Perpetua's CEO, told Reuters. "The (U.S.) Department of Defense is aware of the critical nature of antimony and the short supply available. We've been hearing from a lot of different sources about the lack of supply for antimony, that the market is very tight and getting tighter daily." Shares of Perpetua jumped as much as 19% on Thursday to levels not seen in three years.

Damals hab ich mir auch ein paar gekauft. Die lass ich jetzt liegen. Hinterherspringen werde ich jetzt nicht. Bis 50 Cent investiere ich zur Zeit in Almonty. Ich erwarte auch, dass Perpetua nochmal zurückläuft. Bis zum Abbau dauert es noch eine Weile…..