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

China Issues Regulations on Rare Earth Administration At a Glance China has unveiled its first comprehensive regulation on rare earth resources, which took effect on October 1, 2024. The Regulations introduce a set of rules governing the mining, refining and separation, metal smelting, integrated utilization, product distribution, import and export of rare earths, and specify severe penalties for violations. The implementation of Regulations is likely to result in tighter supplies and higher costs of rare earths in the global market. https://www.jdsupra.com/legalnews/china-issues-regulations-on-rare-earth-6505481/

Reduced Myanmar supply 'to drive rare-earth prices higher' https://www.globaltimes.cn/page/202411/1322372.shtml

KALGOORLIE RARE EARTHS PROCESSING FACILITY OFFICIALLY OPENS https://wcsecure.weblink.com.au/pdf/LYC/02878791.pdf

https://www.mining-technology.com/news/lynas-opens-australias-first-rare/?cf-view&cf-closed Hier auch noch ein bisschen Text dazu. Eigentlich müssten westliche Staaten Lynas nun die Türen einrennen... 🙄 Aber das Thema hatten wir ja schon... Aber wieso geht Lynas seitdem wieder so auf Tauchstation?

Ja unverständlich, zumal Lynas ja eigentlich auch Trump Trade ist.

Eigentlich müsste jeder Politiker, der - in sagen wir mal 10-15 Jahren - sagt, er hätte die katastrophale Abhängigkeit im Rohstoffsektor nicht kommen gesehen, ein paar aufs Maul bekommen! Da waren Öl und Gas ein Witz dagegen, wenn China einfach mal "nö" sagen würde.

Über Japan Times der ganze Artikel China tightens its hold on minerals needed to make computer chips https://www.nytimes.com/2024/10/26/business/china-critical-minerals-semiconductors.html

Lynas should be able to improve its margin via two elements: its refining of NdPr in Kalgoorlie (once fully operational) and the ability to produce separated Dysprosium and Terbium at Lynas Malaysia in CY25 (these heavy Rare Earths are precious, with market prices close to $400/kg and $1400/kg, respectively).

Lynas Rare Earths: Ready For A Massive Production Increase https://seekingalpha.com/article/4725931-lynas-rare-earths-stock-ready-massive-production-increase

Trump blames "some guy sitting there with very thick glasses" for the U.S. not digging up more "rare earth." Der Orange ist lustig - mal kucken was da so geht. Nicht neu aber mal wert sich das anzutun. https://therecount.com/watch/trump-blames-some-guy-sitting/2645896312

This rare earth metal shows us the future of our planet’s resources The story of neodymium reveals many of the challenges we’ll likely face across the supply chain in the coming century and beyond. https://www.technologyreview.com/2024/08/21/1096469/neodymium-rare-earth-materials-supply-chain/

According to customs data, in August 2024, China's rare earth permanent magnet exports reached a record 5,326 mt, up 26.1% YoY. However, this news did not cause significant market fluctuations. Some industry insiders stated that in the short term, the record-breaking export volume in August had little impact on the overall market. However, recent news of a US Fed interest rate cut is expected to increase foreign trade orders for magnetic material companies. Meanwhile, factors such as the upcoming implementation of the "Rare Earth Management Regulations" and frequent bidding by major magnetic material manufacturers have boosted corporate confidence to some extent, with increased activity observed. SMM predicts that with the arrival of the fourth quarter, downstream rare earth orders may see a slight increase. https://news.metal.com/newscontent/102974408/record-breaking-rare-earth-permanent-magnet-exports-in-august-can-downstream-demand-surge-smm-commentary

The Mines of Tomorrow: Rare Earths https://source.benchmarkminerals.com/video/watch/the-mines-of-tomorrow-rare-earths?utm_medium=email&_hsmi=95564209&utm_content=95564209&utm_source=hs_email

https://www.mining.com/web/investors-rush-into-australian-miners-on-china-stimulus-boost/