LYNAS WKN: 871899 ISIN: AU000000LYC6 Kürzel: LYC Forum: Aktien Thema: Hauptdiskussion

Das ist so wild, es gibt nichtmal einen Spotmarktpreis für Dysprosium, weil China nicht mehr verkauft. Aber es ist ein kritischer Rohstoff der gebraucht wird.

Slow Chinese rare earth export approvals threaten supply chains Licensing delays under new regime put at risk shipments of materials crucial for products from EVs to fighter jets https://archive.is/MEgzg

Seltene Erden: China dreht der Welt den Rohstoffhahn zu - Industrie droht der Stillstand https://www.msn.com/de-de/finanzen/top-stories/seltene-erden-china-dreht-der-welt-den-rohstoffhahn-zu-industrie-droht-der-stillstand/ar-AA1F39Cv?ocid=entnewsntp&pc=U531&cvid=8707481ebd474161a3a2ae71678c3ecf&ei=127

Moin moin ☕ ☕ Ich glaube, dass wir bei Lynas gut aufgehoben sind !

MINERALS RESERVE WILL MAKE MONEY: MINISTER Resources Minister Madeleine King expects Labor’s critical minerals strategic reserve to deliver financial returns to the taxpayer and make Australia safer. Ms King still cannot say what critical minerals the Albanese government intends to hold in its strategic reserve, more than six weeks after deciding on the controversial market intervention. She intends to form a taskforce to work out the details of the election policy, and said it might take until July 2026 to start accumulating minerals deemed strategically important to the economy. Lynas Rare Earths CEO Amanda Lacaze warned some Western nations would never again get access to high-performance permanent magnets from China in the fallout from the trade war between the US and Beijing. Ms Lacaze said no such magnets – used in aerospace, defence, wind turbines and electric vehicles – had left China since the spat over tariffs. “They will start to leave, but there will be certain Western countries that never get high-performance, rare earths permanent magnets from China again,” she said on Wednesday, appearing at an event in Perth where Ms King also spoke. Ms King and Ms Lacaze have clashed over the merits of the strategic mineral reserve, with the Lynas boss predicting the policy will create idle warehouses. The tension comes amid new findings from the International Energy Agency that investment momentum in critical minerals has weakened, with spending up just 5 per cent in 2024, down from an increase of 14 per cent in 2023. Lynas last week broke China’s monopoly on processing heavy rare earths by producing dysprosium at its refinery in Malaysia. The company has said it will give US defence contractors priority in the supply of dysprosium, a key ingredient in advanced magnets. “The US defence industrial base is now secure,” Ms Lacaze said. Ms King told the same conference that Australia would be “stronger and safer” by virtue of the reserve. “We are going to have a taskforce because you can’t just do these things on a whim,” she said.

Lynas achieves first separated Heavy Rare Earths production Lynas Rare Earths Ltd (ASX: LYC, OTC:LYSDY) (“Lynas” is pleased to confirm first production of Dysprosium Oxide (Dy) at Lynas Malaysia. As announced in the March 2025 Quarterly Report on 28 April 2025, the new Heavy Rare Earth separation circuit was commissioned during the March quarter and first production of Dy was expected in May, followed by Terbium (Tb) in June. Commenting on the first Dy production, Lynas Rare Earths CEO and Managing Director Amanda Lacaze said: “Lynas is pleased to confirm first Dy production on our new production line at Lynas Malaysia. The production of this on spec Dy is a significant step for supply chain resilience and provides customers with the option of sourcing product from an outside China supplier. Lynas is now the world’s only commercial producer of separated Heavy Rare Earth products outside China. ‘’Lynas is uniquely positioned to contribute to and benefit from efforts to diversify and rebuild supply chains, including opportunities for a sustained market restructure. We are engaged with customers in Japan, the United States and Europe regarding Heavy Rare Earths supply,’’ Ms Lacaze added. As noted in the March Quarterly Report, pricing for the new Heavy Rare Earths products is expected to reflect the high demand for these products outside China. https://wcsecure.weblink.com.au/pdf/LYC/02947190.pdf

Schwere Seltene Erden: Kein Ende der Restriktionen absehbar https://rohstoff.net/schwere-seltene-erden-kein-ende-der-restriktionen-absehbar/

How China is adeptly playing the ace up its sleeve, rare earth minerals, in US trade deal Until the US-China trade war abates and Beijing eases more rare earth export controls, American buyers are expected to take a skittish long-term view of Chinese sourcing https://www.scmp.com/economy/global-economy/article/3310310/how-china-adeptly-playing-ace-its-sleeve-rare-earth-minerals-us-trade-deal

China pauses rare earth export restrictions on 28 US entities after trade truce The suspension of rare earth export curbs took effect Wednesday and will last for 90 days, China’s Ministry of Commerce said. https://interestingengineering.com/energy/china-lifts-export-bans-on-rare-earths

@RudiRendite Passend zu deiner Befürchtung direkt der Beleg, dass man absolut nix lernen will! "Volkswagen erhält nach eigenen Angaben trotz Lieferbeschränkungen der Regierung in Peking Magnete mit Seltenen Erden aus China. Aus Branchenkreisen hieß es zudem, mindestens vier Unternehmen hätten eine Freigabe für die Ausfuhr bekommen, die unter anderem für die Motoren von Elektroautos benötigt wird."

Sieht so aus als wäre die Bekanntgabe hier nicht gut für Lynas heute. Für mich sieht es so aus als wäre China es sehr wichtig die Oberhand bei seltenen Erden zu behalten. Jetzt muss der Westen entscheiden wie wichtig ihm eine Supply Chain ist die nicht von China einfach abschneidbar ist. Wenn jetzt keine Entkopplung kommt dann kann China beim nächsten Konflikt die gleiche Karte wieder spielen.

China may expedite US rare earth permit approvals after trade truce: Reuters https://www.mining.com/china-may-expedite-us-rare-earth-permit-approvals-after-trade-truce-reuters/?amp=1 Erst mal nicht so gut

Gina Rinehart’s Global Hunt for Rare Earths and Critical Minerals https://rareearthexchanges.com/news/gina-rineharts-global-hunt-for-rare-earths-and-critical-minerals/

Warum begrenzt auf HRE? Für mich klingt das, als würde man das unvermeidliche Decoupling nutzen wollen, um nach Seadrift den Wachstumspfad fortzusetzen und dazu auch die Lagerstätten zu diversifizieren. Nun dauert es natürlich ewig, neue Minen zu erschließen und das ist schlecht für den Cashflow, daher weiß ich nicht, ob ich das gut finden soll, aber warten wir mal ab.

Lynas CEO says company is eyeing rare earths buys in Malaysia, Brazil https://www.reuters.com/markets/commodities/lynas-ceo-says-company-is-eyeing-rare-earths-buys-malaysia-brazil-2025-05-07/ Lynas Rare Earths (LYC.AX), opens new tab is eyeing potential purchases of rare earths deposits in Malaysia and Brazil and plans to work with early-stage developers to help bring their mines online, its CEO Amanda Lacaze said on Wednesday. Könnte mir vorstellen Ionic Clay für mehr schwere seltenen Erden.