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

CMI Short Course 2024: Extraction, Separation of Rare-Earth-Based Magnets https://youtu.be/5ZfNx9HiUrY?si=pZNUVP1EvBcvxcNU Wenn mal so grundsätzlich was zu seltenen Erden interessiert sollte sich das ansehen!!!

China’s rare earths controls prompt fears of auto shortages and shutdowns Traders and executives warn of limited inventories and a risk of disruption to automotive production Jan Giese, a metals trader at Frankfurt-based Tradium, warned that customers had been caught off guard and most car groups and their suppliers appear to be holding only two to three months’ worth of magnets. “If we don’t see magnet deliveries to the EU or Japan in that time or at least close to that, then I think we will see genuine problems in the automotive supply chain,” said Giese. https://www.ft.com/content/b8269eff-b60a-435f-8e85-43f9fa36f9c2

Odd Lots: Javier Blas on China's Rare Earths Dominance https://www.bloomberg.com/news/audio/2025-04-15/javier-blas-on-china-s-rare-earths-dominance-odd-lots-podcast

RINEHART-BACKED MINER’S TWIST Weekend Australian 19 April Gina Rinehart-backed MP Materials has halted shipments of rare earth concentrate to China in a twist in the trade war playing out between Beijing and Washington. New York-listed MP Materials said selling its rare earth concentrate to China under 125 per cent tariffswas “neither commercially rational nor aligned with America’s national interest”. China dominates global rare earths and permanent magnets supply and has rattled big players in US defence and other key industries by moving to cut off supply. Las Vegas-based MP Materials said it had been preparing for this moment since day one. “Our mission, capital strategy, and execution reflect a long-term vision built to withstand short-term dislocation and emerge stronger,” it said. “MP has invested nearly $US1bn to restore the full rare earth supply chain in the US. Today, our California refinery is processing nearly half of our production, with virtually all of that material sold into markets outside China – including Japan, South Korea and the US.” Mrs Rinehart’s private company, Hancock Prospecting, owns 8.5 per cent of MP Materials, which said it was now stockpiling rare earth concentrate. Australia’s richest person also owns 8.2 per cent of ASX-listed Lynas Rare Earths, the biggest non-China supplier. The two companies held merger discussions thought to have fizzled out early last year, with Lynas CEO Amanda Lacaze later confirming they talked about the value of creating a Western rare earths champion of critical mass. The Lynas share price has climbed almost 35 per cent in the past 12 months, while MP Materials is up 57 per cent over the same period. Mrs Rinehart has a near-10 per cent stake in Arafura Rare Earths, which has received about $1bn in backing from the Albanese government for its Nolans project near Alice Springs. Both the US and Australia are considering creating strategic reserves of critical minerals, including rare earths. MP Materials said it was accelerating downstream operations, set to include heavy rare earths separation while stepping up oxide production and trying to bring magnet production online in Texas. “In recent days, manufacturers across critical industries have urgently reached out in search of a secure, resilient source of materials and magnets,” the company said in a statement on Thursday. “We are uniquely positioned to answer that call. We are also in close contact with federal leaders and encouraged by their determination to support American industry – now and in the long term. MP Materials sits behind Lynas as the world’s second-biggest producer of rare earths outside of China. Both companies have the backing of the US Department of Defence to build processing plants in Texas to produce rare earth materials essential in modern weapons systems, electronics and in the renewable energy sector. Resources Minister Madeleine King told The Australian earlier this week that China’s actions in restricting rare earths and permanent magnet supply to the Western world underlined the need for Australia to create a strategic reserve of critical minerals. Labor has said it will reveal details of its plans for a critical minerals strategic reserve before the federal election on May 3. Chinese rare earths company Shenghe has an 8.3 per cent stake in MP Materials. It is understood that links to Shenghe and another producer, China Northern, figured in the federal government decisions to force Yuxiao Fund and four associates to divest shares in ASX rare earths player Northern Minerals.

America’s Rare Earth Crisis: Why China Dominates & How to Fight Back https://youtu.be/uL8UHDyY67U?si=cadc4_HcVKdpBE4m Recht interessant!!!

Myanmar earthquake may have disrupted China’s rare earth supplies, analysts say The disaster may have damaged mines and transport routes in Myanmar, which is China’s main supplier of rare earth elements, analysts say https://amp.scmp.com/economy/china-economy/article/3307043/myanmar-earthquake-may-have-disrupted-chinas-rare-earth-supplies-analysts-say

Zumindest bewegt sich der Kurs mal in die logische Richtung. Auch wenn es hier eine Woche dauert, was MP oder Arafura an einem Tag zulegen, so scheint bei vielen Anlegern so langsam der Groschen pro Lynas zu fallen.

MP Materials liefert kein REO mehr nach China. Somit keine Separation von schweren seltenen Erden mehr für MP - zumindest gehe ich davon aus. Das macht die Ankündigung von EF noch interessanter - kuckt gerne mal nach wenn ihr wollt. Somit könnte nur noch Lynas was separieren wenn deren Anlage in Malaysia läuft. https://x.com/mpmaterials/status/1912912760767127659?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Hier ist wirklich ein Deckel drauf, das war auch das Hoch von November. Denke wenn wir über die 5 kommen könnte es schnell weiter steigen

Seven rare earth metals that China is weaponizing against the US. https://www.mining.com/web/seven-rare-earth-metals-that-china-is-weaponizing-against-the-us/

https://www.youtube.com/watch?v=z1jyDo5yUsQ

Lynas ist immer noch ein Outsidertrade, aber mein letztes Video verzeichnet vereinzelt Zugriffe über die Youtube-Suche. Wenn Trump nicht bald einlenkt (Polymarkets 99% Wahrscheinlichkeit, dass die China-Zölle gesenkt werden) wird es hier steil gehen.

How Trump’s Trade War Is Heating Up Fight for Critical Minerals By Mark Burton April 16, 2025 at 1:16 PM UTC Bloomberg https://archive.is/fYean

Sei lieber bei Kanada-Aktien misstrauisch!!!

Dieses Gefühl habe ich immer mit Bezügen zu Canada 😅 Ich bin hier schon seit 5 Jahren dabei. Hätte noch besser laufen können aber beschweren kann ich mich auch nicht. Dauert noch aber vor 7 gehe ich nicht raus. Mal sehen was der US-China Zoff noch bringt 🤷🏻‍♂️

Australischer Penny Stock mit 7,81 Market Cap 🤔😎