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

Die EU greift BYD an, da wird China reagieren. Das sollte gut für Lynas sein.

Hier noch was älteres https://www.ig.com/sg/news-and-trade-ideas/where-next-for-lynas-shares--240419

Buy Rio Tinto and these 4 ASX mining stocks in June Analysts think these miners could offer outsized returns over the next 12 months. Lynas Rare Earths Ltd (ASX: LYC) Goldman also thinks that this ASX mining stock could be a buy right now. In fact, it believes that the market is undervaluing this rare earths miner's shares. So much so, it currently has Lynas' shares on its coveted conviction list with a buy rating and $7.40 price target. This represents potential upside of 13% from where they currently trade. https://www.fool.com.au/2024/06/12/buy-rio-tinto-and-these-4-asx-mining-stocks-in-june/

Jetzt kann nix mehr schief gehen wenn sogar die Stuttgarter Zeitung über seltene Erden schreibt. https://www.stuttgarter-zeitung.de/inhalt.riesiges-vorkommen-an-seltenen-erden-in-norwegen-was-sind-seltene-erden.c4f1b205-4d59-4f22-be3a-b2c758ca800c.html

China has a ‘near monopoly’ on many critical minerals. JPMorgan says it could be the next battleground with the U.S. https://fortune.com/2024/06/10/china-near-monopoly-many-critical-minerals-jpmorgan-says-next-battleground-usa/

China May rare earth exports jump 36% y/y on restocking https://www.kitco.com/news/off-the-wire/2024-06-07/china-may-rare-earth-exports-jump-36-yy-restocking

https://www.moneycab.com/dossiers/3m-nvidia-und-lynas-wasserressourcen-im-blick/ Das australische Bergbauunternehmen Lynas Rare Earths liefert seltene Erden. Ziel ist es, sicherzustellen, dass das Unternehmen die mit der Lagerung von Abraum und der Abwasserbehandlung verbundenen Risiken kontrolliert. Das Management arbeitet aktiv daran, den Wasserverbrauch zu senken. Das Unternehmen verbesserte seine Recyclingquote auf 31 Prozent im Jahr 2023 gegenüber 13 Prozent im Jahr 2019. Ausserdem wurde in eine Wasseraufbereitungsanlage am Standort Mount Weld investiert. Damit konnte die Abhängigkeit vom Grundwasser verringert werden. An einem anderen Standort, Kalgoorlie, bezieht das Unternehmen zu 100 Prozent recyceltes Wasser von der Stadt Kalgoorlie. Hinsichtlich des Managements von Abraumhalten und die Aufbereitung von Abwasser für seine Betriebe in Malaysia berichtet das Unternehmen, dass das gesamte aufbereitete Wasser vor und nach der Einleitung getestet wird. Das Unternehmen investiert weiter in Forschung und Entwicklung, um die Entsorgung gefährlicher Abfallstoffe zu verbessern.

Rare earths miner targeted in cyber attack prior to removal of Chinese investors https://www.abc.net.au/news/2024-06-04/rare-earths-miner-targeted-in-cyber-attack/103934020

Australia orders Chinese investors to sell down stake in rare earths miner https://m.miningweekly.com/article/australia-orders-chinese-investors-to-sell-down-stake-in-rare-earths-miner-2024-06-03 Zur Info

Hab mal ein kurzes Research-Video (3:40) zu seltenerdfreien Permanentmagneten gemacht. https://youtu.be/qHX4CPhHnJk

Unless we see a significant improvement in rare earth free magnets, or a large regulatory push, rare earth permanent magnet motors are likely to retain the majority of market share, especially given China is the largest EV market and has less incentive to move away from rare earths.

IDTechEx Finds Rare Earth Free Motors Take a Back Seat in EVs https://www.prnewswire.com/news-releases/idtechex-finds-rare-earth-free-motors-take-a-back-seat-in-evs-302154276.html

Lynas stand schon so viel höher. Darauf warte ich wieder und bin dann hoffentlich nicht wieder zuuuu gierig. Aber jetzt trennen? Kommt für mich nicht in Frage. Die Zinsen werden irgendwann sinken müssen, die Weltwirtschaft wird sich erholen, Lagerbestände nehmen ab, die Zahl der Konkurrenten ist gering und "De-Risking China" braucht sich nur in einem großen Player mal real zum Ausdruck bringen, dann geht der Kurs hier ab. Hinzukommt die Anlage in den USA. Klar, Malaysia bleibt ein Risiko, aber große Schwankungen nach unten sehe ich zurzeit nicht auf uns zukommen.

https://hotcopper.com.au/threads/news-lyc-update-1-us-on-track-to-establish-domestic-rare-earths-supply-chain-for-defence-official.8014353/

The United States is on track to establish a domestic rare earths supply chain to meet its defence needs by 2027, a senior defence official said on Wednesday. The U.S has been driving the build out of a global supply chain for rare earths, metals used in magnets for green energy industries and defence, beyond dominant producer China since COVID upended global supply chains early this decade. "We are on track to meet our goal of a sustainable mine to magnet supply chain capable of supporting U.S. defence requirements by 2027," Assistant Secretary of Defense for Industrial Base Policy Laura Taylor-Kale said at a mining conference in Perth. Australia is classified as a domestic source of supply, alongside Canada and the UK, for critical minerals for the U.S. under the Defense Production Act and the U.S. has been offering funding opportunities to Australian mine developers. The U.S. this year extended its support for the first time to back two Australian-listed rare earths projects with up to $850 million to help build out the supply chain. It has already funded Australian producer Lynas Rare Earths (LYC) , the world's biggest producer outside of China, to build a new rare earths processing facility in Texas. Government support for the sector is also coming domestically. In Australia, the federal government has pledged a A$1 billion ($667 million) loan to mineral sands producer Iluka Resources (ILU) to build a new minerals processing plant on the country's west coast. But these expansion projects have come as prices for rare earths have slumped, hurt by rising supply as China exports more to global markets. As China-based prices of rare earths have plunged, so have the cashflows and accounting profits of rare earths producers in the West, but also China's top three rare earths producers, said Iluka's Tom O'Leary. "So today they are still losing money.. and yet they are still producing. This is not a normal market," he said, arguing for prices of Western rare earths to delink from Chinese prices. Amanda Lacaze, chief executive of Lynas, agreed there was a "market imbalance" that could be mitigated by more growth in supply outside of China. "The important thing is growing the non-Chinese industry," said Lacaze. "Things like the partnership that we have with the U.S. government, Iluka's relationship with the Australian government, these are all about growing critical mass outside of China. And once we do that, we start to address the imbalance."