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

https://www.reuters.com/world/what-are-bidens-new-tariffs-china-goods-2024-05-14/ Hier eine Liste es soll aber nächste Woche noch eine offizielle kommen. Hab ich zumindest wo gelesen Critical minerals: Tariffs for certain critical minerals will increase from 0 to 25% in 2024. Minerals covered by the new tariffs include: Manganese ores and concentrates including ferruginous manganese ores & concentrates with manganese content over 20% calculated on dry weight; Cobalt ores and concentrates; Aluminum ores and concentrates; Zinc ores and concentrates; Chromium ores and concentrates; Tungsten concentrates, oxides, carbide, powders and Tungstates (wolframates); Tritium and its compounds, alloys, dispersions, ceramic products and mixtures thereof; Actinium, Californium, Curium, Einsteinium, Gadolinium, Polonium, Radium, Uranium & their compounds, alloys, dispersions, ceramic products & mixtures; Other radioactive elements, isotopes, compounds; alloys, dispersions, ceramic products and mixtures; Radioactive residues; Ferronickel; Ferroniobium containing by weight less than 0.02% of phosphorus or sulfur or less than 0.4% of silicon; Zinc (other than alloy), unwrought, containing o/99.99% by weight of zinc; Zinc (o/than alloy); Zinc alloy, unwrought; Tin o/than alloy), unwrought; Tin alloy, unwrought; Tantalum, unwrought; tantalum powders; Chromium, unwrought; chromium powders; Indium, unwrought; indium powders Ist also kein Neodym und Paraseodym dabei. 😞

Wenn Neodym dabei ist, wird hier ja leider nicht explizit gesagt, wäre das großartig. Das würde quasi dazu führen, dass Lynas et al. einfach 20% auf ihre Preise aufschlagen können.

The tariff rate on natural graphite and permanent magnets will increase from zero to 25% in 2026. The tariff rate for certain other critical minerals will increase from zero to 25% in 2024. https://www.whitehouse.gov/briefing-room/statements-releases/2024/05/14/fact-sheet-president-biden-takes-action-to-protect-american-workers-and-businesses-from-chinas-unfair-trade-practices/

Miners hope for budget tax credits reports The Australian Financial Review 'Mining industry leaders are convinced the government will unveil production tax credits for downstream processing of critical minerals in the budget on Tuesday...The budget support will be based on a model put forward by the Perth-headquartered AMEC (Association of Mining and Exploration Companies) that gained traction with Resources Minister Madeleine King. That model was backed by electric car maker Tesla, along with potential beneficiaries Mineral Resources Limited, Pilbara Minerals Limited, IGO Ltd, Liontown Resources Limited, Wyloo, Ardea Resources Ltd and Australian Vanadium. Scores of other critical minerals companies, including rare earths players Lynas Rare Earths Ltd, Iluka Resources and Arafura Rare Earths Limited , may also benefit.' https://lnkd.in/gadbpNaW

Diese rechtlichen Streitigkeiten hemmen hier definitiv weiterhin den Kurs. 😒

Legal challenge against Lynas' permanent disposal facility fixed for September https://www.nst.com.my/news/nation/2024/05/1050059/legal-challenge-against-lynas-permanent-disposal-facility-fixed The Court of Appeal today fixed Sept 18 to hear an appeal by an environmental activist challenging the construction of rare-earth mining company Lynas' permanent disposal facility (PDF) near Gebeng in Pahang.

Australia’s Budget Will Boost Critical Minerals, Treasurer Says https://www.bnnbloomberg.ca/australia-s-budget-will-boost-critical-minerals-treasurer-says-1.2071807 Australia’s critical minerals industry is a major part of the government’s push to capitalize on the worldwide green energy revolution. Major powers including the US are keen to use Australian battery minerals as part of an effort to break reliance on Chinese supply for the materials, which are used in the production of solar panels, electric vehicles and lithium-ion batteries.

Biden to Quadruple Tariffs on Chinese EVs Administration is preparing to announce higher levies on range of Chinese goods next week Higher tariffs, which Biden administration officials are preparing to announce on Tuesday, will also hit ! !critical minerals!!, solar goods and batteries sourced from China, according to the people. https://www.wsj.com/economy/trade/biden-to-quadruple-tariffs-on-chinese-evs-203127bf?st=fhj9xabxnza4wov

Aus eine HotCopper Forum von ARU = Arafura Rare Earth: The Biden admin introduction next week is a very major positive for the likes of ARU (not so for concentrate only producers supplying feed to the giant Chinese refiners). In my view next week we will see the beginning of the demise of Chinese RE pricing controls which has been a major issue/block for companies like ARU. Quiet simply and this whole tariff's quadrupling needs a lot of dissecting - some is immediately obvious - some lesser. However a US four fold increase in import tariffs on RE - NdPr - magnets has just 100% secured ARU's future - One would anticpate EU - SK to implement similar in the future and if one looks at the massive POSCO magnet supply to top auto in US and EU - no Chinese NdPr will be used - ARU will simply get a premium on top for end users - those huge multi national companies needing product but needing to circumnavigate the four fold import tariffs and of course the transparent/traceable ESG compliance topper. Anyway we will be able to discuss this more when announced next week the exact new import tariff and what that increases the NdPr pricing to US buyers. The other part is critical also. What does China then do. We know they will not sit idle on this matter of huge significance to their plans of global dominance in supply chain of EV's - WIND - SOLAR - DEFENSE CAPABILITIES, ETC. https://hotcopper.com.au/threads/arafura-rare-earths-ltd.7721583/page-554?direction=previous Bin gespannt wie sich das für Lynas auswirkt.

Interessant wie sensitiv Lynas auf die Ausweitung des Handelskonflikts reagiert

Biden set to impose tariffs on China strategic sectors, source says Specific sectors were set to include electric vehicles, batteries and solar equipment, according to Bloomberg News, which first reported the story. Das kann spannend werden - Lynas Kurs reagiert schon drauf wie es aussieht. https://www.reuters.com/business/us-set-impose-tariffs-china-evs-certain-strategic-sectors-bloomberg-reports-2024-05-10/

Da haben die Lynasianer gut getimed mit ihrer Lagerhaltung

Preise für Seltene Erden steigen!!! https://news.metal.com/newscontent/102740555/china-northern-rare-earth-group-high-tech-announced-its-listing-price-for-may-prices-of-many-rare-earth-products-increased-by-more-than-7-mom

DOE Releases Final Interpretive Guidance on the Definition of Foreign Entity of Concern Final Guidance Provides Clarity on Terms that Restrict FEOCs from Clean Vehicle Tax Credits and Support Growth of Domestic Battery Materials Processing and Manufacturing The BIL defines a FEOC in part, as an entity that is “owned by, controlled by, or subject to the jurisdiction or direction of a government of a foreign country that is a covered nation.” Covered nations are defined in BIL as China, Russia, Iran, and North Korea. https://www.energy.gov/articles/doe-releases-final-interpretive-guidance-definition-foreign-entity-concern#:~:text=The%20BIL%20defines%20a%20FEOC,%2C%20Iran%2C%20and%20North%20Korea

Heute im Wallstreet Journal America’s War Machine Runs on Rare-Earth Magnets. China Owns That Market. U.S. defense needs are pushing revival effort after decades of deindustrialization https://www.wsj.com/business/china-rare-earth-magnets-us-production-782677e5

The price of #RareEarths are at a 4-year low. A rise in prices is required for the market to grow. $LYC 🇦🇺 is currently the largest #rareearths producer outside of China 🇨🇳 followed by @MPMaterials 🇺🇸. Australia's richest woman, Gina Rinehart has a stake in both of these companies. (5.82% in $LYC & 5.3% in $MP). A potential merger between the two cannot be discounted, given the dominance of China. With China having a 84% share in the processing capability of #NdPr, a critical element in the #energytransition & defence applications, the West will aim to create a more geopolitical secure supply chain. As a result, more investment $$$ will flow through from Government institutions and savvy private investors. #CriticalMinerals https://x.com/mineralsmindset/status/1786581745300906225?s=46&t=CND_DF6ErYtM-d_GnIoKqA