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

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."

Hi was denkt ihr lief ja die letzte Zeit sehr gut. Jetzt mal Gewinne mitnehmen und auf einen Dip setzten??

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

Sehr Schade, aber danke für die Mühe <3

https://www.reuters.com/world/what-are-bidens-new-tariffs-china-goods-2024-05-14/ Hier eine Liste es soll aber nächste Woche noch eine offizielle kommen. Hab ich zumindest wo gelesen Critical minerals: Tariffs for certain critical minerals will increase from 0 to 25% in 2024. Minerals covered by the new tariffs include: Manganese ores and concentrates including ferruginous manganese ores & concentrates with manganese content over 20% calculated on dry weight; Cobalt ores and concentrates; Aluminum ores and concentrates; Zinc ores and concentrates; Chromium ores and concentrates; Tungsten concentrates, oxides, carbide, powders and Tungstates (wolframates); Tritium and its compounds, alloys, dispersions, ceramic products and mixtures thereof; Actinium, Californium, Curium, Einsteinium, Gadolinium, Polonium, Radium, Uranium & their compounds, alloys, dispersions, ceramic products & mixtures; Other radioactive elements, isotopes, compounds; alloys, dispersions, ceramic products and mixtures; Radioactive residues; Ferronickel; Ferroniobium containing by weight less than 0.02% of phosphorus or sulfur or less than 0.4% of silicon; Zinc (other than alloy), unwrought, containing o/99.99% by weight of zinc; Zinc (o/than alloy); Zinc alloy, unwrought; Tin o/than alloy), unwrought; Tin alloy, unwrought; Tantalum, unwrought; tantalum powders; Chromium, unwrought; chromium powders; Indium, unwrought; indium powders Ist also kein Neodym und Paraseodym dabei. 😞

Wenn Neodym dabei ist, wird hier ja leider nicht explizit gesagt, wäre das großartig. Das würde quasi dazu führen, dass Lynas et al. einfach 20% auf ihre Preise aufschlagen können.

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/

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

Diese rechtlichen Streitigkeiten hemmen hier definitiv weiterhin den Kurs. 😒