Aktuelles zu Almonty Industries WKN: A1JSSD ISIN: CA0203981034 Kürzel: AII Forum: Aktien User: Moly

Critical metals will be a key battleground in U.S-China trade war It’s clear that critical minerals will be China’s weapon of choice in its escalating trade war with the United States. DECOUPLING Tungsten shows how the metallic decoupling is working both ways. The more China flexes its critical mineral muscles, the more the U.S. uses tariffs to create a price incentive for domestic producers. Import duties on Chinese aluminum and steel have been hiked to 25% this year. Tariffs on Chinese imports of natural graphite will rise to a similar level in 2026. That is, if China doesn’t get there first by banning exports to the U.S. before then, just as it has done with gallium, germanium and antimony. The U.S. is walking a fine line between using tariffs to reduce import dependency on China and not being hit with a full retaliatory trade ban before it can build its own replacement capacity. This is a multi-faceted task given each critical metal has its own unique supply profile. The common theme, however, is China’s control of global supply and it’s only a question of which component of the periodic table is next to be thrown into the escalating trade war. https://www.theglobeandmail.com/investing/article-critical-metals-will-be-a-key-battleground-in-us-china-trade-war/

The U.S. Must Fortify Itself Against Future Mineral Export Bans However, for some minerals—such as bismuth and tungsten—the United States simply lacks the mineral reserves, scrap, and substitutes to fill supply gaps from a Chinese export ban. For instance, China supplied over 60 percent of America’s bismuth consumption from 2019 to 2022, and the United States has not produced bismuth since 1997. The U.S. National Defense Stockpile also has no inventory of bismuth. For such minerals, the U.S. government—in addition to seeking to boost domestic production—should both increase inventories in the National Defense Stockpile and sign right-of-first refusal (ROFR) offtake agreements with existing overseas mineral producers. Such steps will help buttress the United States against future export bans. Von Zero Hedge https://www.zerohedge.com/commodities/us-must-fortify-itself-against-future-mineral-export-bans?utm_content=buffer81327&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

Nicht zwangsweise - ist denn bekannt das Almonty schon Grundstücke in den USA im Auge hat? Tariffs are necessary but certainly not sufficient to build a secure U.S. supply of tungsten and other critical minerals. Any successful strategy will include rebuilding stockpiles, incentivizing domestic mining and processing, and fostering international partnerships that reduce dependence on China. The Trump Administration must clear the many bureaucratic barriers to opening new mines. Zwei Punkte sind hier sofort gut für Almonty: Stockpiling und die Beziehungen zu Drittländern (wie Korea). Bis Almonty in den USA eine Mine aufgebaut hätte vergeht Zeit, wie für alle anderen. Aber wenn Trump das Aufbauen von Minen erleichtert, dann wäre das natürlich ein Anreiz für Almonty das schneller und einfacher machen zu können. Aber das zieht natürlich auch mehr Konkurrenz an. Zum jetzigen Zeitpunkt glaube ich wäre Lewis am liebsten die USA braucht schnell viel Material und hält die Beziehungen zu Drittländern auf einem unkomplizierten Niveau - also ohne Einfuhrzölle. So kommt Sangdong am Besten ans Laufen. Da mutmaße ich jetzt: eventuell schreibt er das mit dem domestic supply weil er ja weiß wie die Leute in den USA ticken - die wollen ja eher MADE IN USA als Made in Korea.