ARAFURA RESOURCES WKN: 787896 ISIN: AU000000ARU5 Kürzel: ARU Forum: Aktien Thema: Hauptdiskussion

Wenn ich mir das Messerwetzen rund um Taiwan anschaue, werde ich das Gefühl nicht los, dass die Seltenen Erden von Arafura bald dringend benötigt werden. Die Frage ist nur, ob die Weltwirtschaft dann überhaupt noch in der Lage ist, diese zu verarbeiten, wenn China sanktioniert wird oder sich zurückzieht.

Heraeus Remloy launches the largest recycling plant for rare earth magnets in Europe https://www.heraeus-group.com/en/news-and-stories/2024-remloy-largest-recycling-plant/?utm_source=linkedin&utm_medium=social.post&utm_campaign=business&utm_content=remloyrecyclingplant

The world faces a shortage of minerals needed for the energy transition https://edition.cnn.com/2024/05/17/business/critical-minerals-shortage-clean-energy?cid=ios_app

“Encouraging downstream manufacturing will keep the vast majority of value-add, jobs and skills in Australia, not to mention enabling Australia to play a more critical role in the global energy transition.” - Darryl Cuzzubbo Arafura Rare Earths welcomes the announcement in the 2024-25 Federal Budget to provide tax credits to Australia’s critical minerals industry as a means of boosting downstream processing of critical minerals. The tax credits will incentivise value-adding projects, such as Arafura’s ore to oxide Nolans Project, building on Australia’s comparative advantage and supporting an ex-China supply chain for the critical minerals essential to the net zero pathway. Commenting on the initiative, Arafura MD & CEO Darryl Cuzzubbo said: “A 10 per cent production tax credit for critical minerals processing will incentivise much-needed private sector investment in Australian downstream value add projects. This helps projects like Arafura’s Nolans Project which is the only ore to oxide, single site NdPr rare earth project in Australia. "Ore to oxide processing represents 90-95 per cent of the full value chain in creating a NdPr metal.   “The government’s support is ensuring Australia’s critical mineral sector remains cost competitive with overseas jurisdictions where there has been similar policy reform. This will benefit Australians for multiple generations as we make the most of the opportunity afforded to us in support of the global energy transition. Arafura fully supports the Commonwealth’s broader ‘Future Made in Australia’ policy.”

Hallo Rudi,\nEr ist erst 6 Jahre alt 😅, frühe Vorsorge. Er weißt noch nicht 😊

Für Kalle!!! A summary of ARAFURA given recent policy https://hotcopper.com.au/threads/a-summary-of-arafura-given-recent-policy.8002796/ Hier eine Meinung im HotCopper Forum

Ihr seid Maschinen , ich habe auch nachgekauft für meinen Enkelkind Kalle 👍✌️

Denke ähnlich

Danke Rudi ,ich bin weiterhin der Meinung wir müssen uns keine großen Sorgen machen sondern brauchen nur Geduld. Ich persönlich habe vor 2 Wochen nochmals nachgekauft.

VIDEO: What's the impact of Future Made in Australia on businesses and the economy? https://www.abc.net.au/news/2024-05-14/whats-the-impact-of-a-made-in-australia-future/103847616 Kuckt ab Minute 2.08 Da wird Arafura explizit erwähnt - 200mio um Nolan’s zu entwickeln

The tariff rate on natural graphite and permanent magnets will increase from zero to 25% in 2026. The tariff rate for certain other critical minerals will increase from zero to 25% in 2024. https://www.whitehouse.gov/briefing-room/statements-releases/2024/05/14/fact-sheet-president-biden-takes-action-to-protect-american-workers-and-businesses-from-chinas-unfair-trade-practices/

Auf Hotcopper scheint man sich ja am meisten Sorgen zu machen wegen der Shortseller. In der Tat erscheint es seltsam, dass man in einer entacheidenden Phase so gegen das Projekt wettet. Entweder halten diese Leute also die Risiken für sehr hoch oder sie haben Interesse daran, dass es nicht zu einer Realisierung kommt oder wenn dann zu möglichst unattraktiven Konditionen. Da fällt mir natürlich als erstes China ein.

Miners hope for budget tax credits reports The Australian Financial Review 'Mining industry leaders are convinced the government will unveil production tax credits for downstream processing of critical minerals in the budget on Tuesday...The budget support will be based on a model put forward by the Perth-headquartered AMEC (Association of Mining and Exploration Companies) that gained traction with Resources Minister Madeleine King. That model was backed by electric car maker Tesla, along with potential beneficiaries Mineral Resources Limited, Pilbara Minerals Limited, IGO Ltd, Liontown Resources Limited, Wyloo, Ardea Resources Ltd and Australian Vanadium. Scores of other critical minerals companies, including rare earths players Lynas Rare Earths Ltd, Iluka Resources and Arafura Rare Earths Limited , may also benefit.' https://lnkd.in/gadbpNaW

Australia’s Budget Will Boost Critical Minerals, Treasurer Says https://www.bnnbloomberg.ca/australia-s-budget-will-boost-critical-minerals-treasurer-says-1.2071807 Australia’s critical minerals industry is a major part of the government’s push to capitalize on the worldwide green energy revolution. Major powers including the US are keen to use Australian battery minerals as part of an effort to break reliance on Chinese supply for the materials, which are used in the production of solar panels, electric vehicles and lithium-ion batteries.

Biden to Quadruple Tariffs on Chinese EVs Administration is preparing to announce higher levies on range of Chinese goods next week Higher tariffs, which Biden administration officials are preparing to announce on Tuesday, will also hit !!critical minerals!!, solar goods and batteries sourced from China, according to the people. https://www.wsj.com/economy/trade/biden-to-quadruple-tariffs-on-chinese-evs-203127bf?st=fhj9xabxnza4wov

Aus eine HotCopper Forum von ARU The Biden admin introduction next week is a very major positive for the likes of ARU (not so for concentrate only producers supplying feed to the giant Chinese refiners). In my view next week we will see the beginning of the demise of Chinese RE pricing controls which has been a major issue/block for companies like ARU. Quiet simply and this whole tariff's quadrupling needs a lot of dissecting - some is immediately obvious - some lesser. However a US four fold increase in import tariffs on RE - NdPr - magnets has just 100% secured ARU's future - One would anticpate EU - SK to implement similar in the future and if one looks at the massive POSCO magnet supply to top auto in US and EU - no Chinese NdPr will be used - ARU will simply get a premium on top for end users - those huge multi national companies needing product but needing to circumnavigate the four fold import tariffs and of course the transparent/traceable ESG compliance topper. Anyway we will be able to discuss this more when announced next week the exact new import tariff and what that increases the NdPr pricing to US buyers. The other part is critical also. What does China then do. We know they will not sit idle on this matter of huge significance to their plans of global dominance in supply chain of EV's - WIND - SOLAR - DEFENSE CAPABILITIES, ETC. https://hotcopper.com.au/threads/arafura-rare-earths-ltd.7721583/page-554?direction=previous Bin gespannt