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

🇯🇵🇺🇸🇨🇳Japan to Propose U.S. Cooperation Package on China, Rare Earths, and Tariffs The Japanese government plans to present a cooperation package with the U.S. focusing on China-related issues, including seven types of rare earths and LNG supply chains. The move aims to coordinate efforts on export restrictions and address U.S. tariffs targeting China, with a focus on eliciting concessions. Ryosei Akazawa, Minister in charge of Economic Revitalization, departed for the U.S. on June 5 to engage in ministerial talks on the tariff negotiations. #JAPAN #CHINA #US #TRUMP #TARIFFS mktnews.com/flashDetail.ht…

JAPAN TO OFFER PACKAGE ON CHINA IN TARIFF TALKS WITH US. JAPAN TO PROPOSE COLLABORATION WITH US ON RARE EARTH SUPPLY CHAINS IN TARIFF TALKS. -NIKKEI SAYS https://x.com/sino_market/status/1930506779835912589?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Lynas jumps 10% on European grumbles over China rare earths restrictions https://hotcopper.com.au/news/asx-news/152052/lynas-jumps-10-on-european-grumbles-over-china-rare-earths-restrictions/

Suzuki stops production of Swift model cars due to China's rare earth restriction https://www.forexlive.com/news/suzuki-stops-production-of-swift-model-cars-due-to-chinas-rare-earth-restriction-20250605/amp/ Und das ist eine japanische Firma die Eigentlich mit Lynas gut verbunden sein sollten

https://youtu.be/zmC9Ms9fezA?si=WaXXrMXFf22ykxxK Verzweifelte Unternehmen schmuggeln kritische Metalle aus China, während...

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/

Japan proposes rare earth cooperation with US in trade talks https://www.mining.com/japan-proposes-rare-earth-cooperation-with-us-in-trade-talks/

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/

Infographic: Rare earth spheres of control https://www.mining.com/infographic-rare-earth-spheres-of-control/

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

https://www.wiwo.de/unternehmen/auto/seltene-erden-werden-knapp-in-vier-bis-sechs-wochen-drohen-produktionsstopps-bei-autobauern/100131520.html

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.

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

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

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.

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