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

Nice nice nice und Neodym mit einer zaghaften Preiserholung bis März. Könnte schön werden wenn die Produktionsmenge richtig Fahrt aufnimmt.

https://wcsecure.weblink.com.au/pdf/LYC/02939565.pdf In Mai und Juni geht es mit den schweren seltenen Erden los

Lynas Rare Earths Seeks US Aid for Texas Refinery as Costs Surge Australia’s Lynas Rare Earths Ltd. is in talks with the Trump administration to counter rising costs for the refinery it’s building in Texas, while at the same time warning that the president’s tariff agenda could threaten the project. https://archive.is/wkNys

"iPhone Moment" Nears For Humanoid Robots Entirely relying on China for critical minerals and magnet exports to power drones and humanoid robots has left Tesla delaying its series production of Optimus robot. America's robotics industry can't have an "iPhone moment" if it lacks control over the critical supply chains needed to build these technologies. https://www.zerohedge.com/technology/iphone-moment-nears-humanoid-robots

How China is controlling Australia’s - and the world’s - rare earths trade In its trade war with Donald Trump, China is targeting a vulnerability in the United States’ most crucial military infrastructure. https://archive.is/O9LN8

Australia’s Labor Vows Critical Minerals Reserve on Election Win Critical minerals are vital in the development of clean energy, smartphones and military technology. Australia is the biggest producer of rare earths outside of China, and Albanese has previously flagged a reserve to build resilience in the face of US President Donald Trump’s expanding trade conflicts. https://archive.is/4jbm4

China has halted rare earth exports, can Australia step up? Arafura Rare Earths, headquartered in Perth, Western Australia, last year received A$840m in funding to create the country's first combined mine and refinery for rare earths. And in November, Australia opened its first rare earths processing plant, also in Western Australia, operated by Lynas Rare Earths. https://www.bbc.com/news/articles/c86je4vyg36o

The $800 million rare earths portfolio of Australia’s richest woman Outside of China, the most influential investor in the world of rare earth elements has to be Gina Rinehart, Australia’s richest woman. Rare earths may be just a small part of her $30 billion mining fortune, but Rinehart, through family holding company Hancock Prospecting, has acquired big stakes in leading non-Chinese rare earths companies, including those looking to ramp up operations in the United States. https://www.forbes.com.au/news/billionaires/the-800-million-rare-earths-portfolio-of-gina-rinehart/

Sie wird weiterhin steigen.Lynas ist ein der wenigen Alternativen.

Rare earths tipped as first in line as others wait to see who wins in Labor’s ‘bold’ critical minerals reserve. https://archive.is/VuyIB

Das meine ich ja. Er redete nur davon, „die Zölle würden nicht so hoch ausfallen, aber nicht gegen Null gehen“. Ein Witz.

Ist hier halt nicht hoch genug gestiegen für das was China bisher angekündigt hat. Die Deeskalation durch Trump rechtfertigt einen Rücksetzer, aber eigentlich nicht von diesem Niveau. Was man aber berücksichtigen muss: Trump hat nur Signale nach Peking geschickt, echte Verhandlungen haben nicht stattgefunden. Trump sagt, er will verhandeln. Ich kann mir aber gut vorstellen, dass Peking ihn weiter zappeln lässt.

Knickt der Kurs hier tatsächlich fast 9% ein, weil der Trumpel davon faselt, seine China-Zölle würden doch nicht so hoch ausfallen? Im Ernst? Börse ist manchmal so lächerlich.

https://www.tagesschau.de/wirtschaft/weltwirtschaft/seltene-erden-china-102.html Wer ist nicht abhängig

U.S. is unable to completely onshore the critical minerals supply chain, friendshoring still needed Cory Combs of Trivium China says that Beijing imposed controls on heavy rare earths particularly to target the U.S.′ defense and national security supply chains, and that the U.S. alone does not have all the geological resources, technical skills, and capital to completely onshore the entire critical minerals supply chain. https://www.cnbc.com/video/2025/04/21/us-cannot-go-it-alone-and-onshore-the-critical-mineral-supply-chain.html