LYNAS WKN: 871899 ISIN: AU000000LYC6 Kürzel: LYC Forum: Aktien Thema: Hauptdiskussion
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4. Juli 2025, 23:00 Uhr,
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RudiRendite,
4. Jun 2:23 Uhr
0
What to Know About China’s Halt of Rare Earth Exports
Since early April, China has stopped almost all shipments of critical minerals that are needed for cars, robots, wind turbines, jet fighters and other technologies.
https://archive.is/

RudiRendite,
2. Jun 3:23 Uhr
0
Japan proposes rare earth cooperation with US in trade talks
https://www.mining.com/japan-proposes-rare-earth-cooperation-with-us-in-trade-talks/

RudiRendite,
1. Jun 18:35 Uhr
0
Car makers warn China’s rare earth curbs could halt production
“Without reliable access to these elements and magnets, automotive suppliers will be unable to produce critical automotive components, including automatic transmissions, throttle bodies, alternators, various motors, sensors, seat belts, speakers, lights, motors, power steering, and cameras,” the Alliance for Automotive Innovation wrote the Trump administration.
https://www.mining.com/web/car-makers-warn-chinas-rare-earth-curbs-could-halt-production/

RudiRendite,
31. Mai 0:31 Uhr
0
Infographic: Rare earth spheres of control
https://www.mining.com/infographic-rare-earth-spheres-of-control/

RudiRendite,
30. Mai 21:48 Uhr
0
U.S.-China Trade Truce Risks Falling Apart Over Rare-Earth Exports
Agreement struck in Geneva centered on Beijing’s promise to speed critical mineral export licenses
https://archive.is/oObij
S
Skrue,
30. Mai 17:01 Uhr
0
https://www.wiwo.de/unternehmen/auto/seltene-erden-werden-knapp-in-vier-bis-sechs-wochen-drohen-produktionsstopps-bei-autobauern/100131520.html

RudiRendite,
30. Mai 5:33 Uhr
0
Lynas signs pact with Kelantan for rare earth ores
“Malaysia’s ionic clay deposits have excellent potential as future feedstock for Lynas Malaysia, particularly given their high proportion of heavy rare earths which are in demand for future facing technologies including electric vehicles and electronics,” said Lacaze.
https://theedgemalaysia.com/node/757331
Da bekommen die wohl jetzt Ionic clay her - der enthält mehr dir schweren seltenen Erden. Also Tb und Dy! So machen es die Chinesen ja auch mit Myanmar.

RudiRendite,
29. Mai 15:16 Uhr
0
China rare-earth controls could starve EU factories in days, chamber warns
Survey highlights fading faith in world's No. 2 economy ahead of trade chief talks
https://archive.is/MqTzi

RudiRendite,
28. Mai 16:07 Uhr
0
The West is recycling rare earths to escape China’s grip — but it’s not enough
https://thewest.com.au/business/cnbc/the-west-is-recycling-rare-earths-to-escape-chinas-grip-but-its-not-enough-c-18846232?utm_campaign=share-icons&utm_source=twitter&utm_medium=social&tid=1748428610247

RudiRendite,
22. Mai 18:26 Uhr
0
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.

Hanseat2022,
21. Mai 15:48 Uhr
0
Moin moin ☕ ☕ Ich glaube, dass wir bei Lynas gut aufgehoben sind !
T
TuDios,
20. Mai 8:51 Uhr
0
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

RudiRendite,
18. Mai 7:07 Uhr
0
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
T
TuDios,
16. Mai 18:46 Uhr
1
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.
RudiRendite,
16. Mai 6:44 Uhr
1
Lynas produces world’s first dysprosium outside of China
https://www.australianmining.com.au/lynas-produces-worlds-first-dysprosium-outside-of-china/

RudiRendite,
16. Mai 5:26 Uhr
1
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
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