Danke lazybastard und vatapitta ![[smilie_blume]](https://goldseiten-forum.com/wcf/images/smilies/smilie_blume1.gif "smilie_blume"){kind=small}
für die detailierteren Infos.
Da ist zu hoffen, dass das Projekt für die Regierung interessant ist und die Kleinaktionäre nicht zu früh raus gekegelt werden.
Seltene Erden
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Hastings aktuell schöner Anstieg bis 0,535 A$.
Nur noch knapp 90% unter ATH
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China unveils sweeping rare earth export controls to protect ‘national security’Beijing is leveraging its dominant position in the critical minerals supply chainwww.ft.com -
What happened on Oct 9 2025 – a quick‑look at the new Chinese rare‑earth export controls
Item What the announcement says Why it matters Who issued the notice China’s Ministry of Commerce (MOFCOM) together with the General Administration of Customs released Announcement No. 18 (2025). It is a formal amendment to China’s Export‑Control Law and the dual‑use items catalogue, so the rules are legally binding. When it takes effect Immediately on the day of issuance (Oct 9). Exporters must obtain a licence before shipping any covered item. No grace period – any shipment made after the announcement without a licence can be seized or penalised. What is now controlled • Processing & manufacturing technologies for mining, smelting, separating or fabricating rare‑earth materials.• Assembly, adjustment, maintenance, repair and upgrade of production lines that use those materials.• Foreign‑made products that incorporate Chinese‑sourced rare‑earths (e.g., magnets, alloys, oxides, compounds, permanent‑magnet components).• Covers a broad set of medium‑ and heavy‑rare‑earth elements – samarium, gadolinium, terbium, dysprosium, lutetium, scandium, yttrium, etc. The scope goes far beyond raw ores. Companies that simply embed Chinese rare‑earths in a finished product (e.g., a wind‑turbine generator, a smartphone speaker, a defense radar) now need a licence. Who is likely to be denied The ministry explicitly states licences are unlikely to be granted for defence customers and for many semiconductor‑sector users. Signals a strategic use of the controls as a geopolitical lever against nations that depend on Chinese rare‑earths for high‑tech and defence applications. Export‑licence process Exporters must file an application with MOFCOM; each request undergoes a national‑security review and licences will be strictly limited. No quantitative quotas have been published yet. Creates uncertainty for supply‑chain planning – firms must budget time and resources for licence filing and may face denial or long delays. Geopolitical backdrop Part of a series of export‑control actions Beijing has taken since 2023 in response to U.S. tariffs and other trade measures. The move is viewed as a strategic lever to pressure countries that rely on Chinese rare‑earths for defence, clean‑energy and high‑tech products. Shows how rare‑earths have become a bargaining chip in the broader U.S.–China tech rivalry. Industry reaction (early reports) • Global manufacturers are scrambling to assess supply‑chain impacts.• Some firms are stockpiling critical rare‑earth components.• Others are accelerating projects for domestic processing in the U.S., Europe and Japan.• A few are seeking alternative sources (e.g., Australian‑based Lynas, U.S. rare‑earth mines, recycling programmes). Indicates a rapid shift toward diversification and resilience‑building in the rare‑earth market. Why the change is significant – a deeper dive
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From “raw‑material only” to “product‑level” controls
Earlier Chinese restrictions mainly targeted the export of raw rare‑earth concentrates and certain intermediates. By adding foreign‑made items that contain Chinese rare‑earths, the regulation now reaches downstream manufacturers worldwide. A U.S. company that buys Chinese‑sourced dysprosium oxide, incorporates it into a permanent‑magnet motor, and ships the motor abroad will now need a Chinese licence—something that previously was not required.
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Broadening the element list
The inclusion of medium‑ and heavy‑rare‑earths (e.g., samarium, gadolinium, terbium, dysprosium, lutetium) widens the impact beyond the traditionally “critical” light rare‑earths (neodymium, praseodymium). Many of these heavier elements are essential for high‑performance magnets, laser systems, medical imaging, and advanced aerospace alloys.
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Defence‑sector focus
By stating that licences are “unlikely to be granted for defence customers,” Beijing is effectively denying a key strategic market to foreign defence firms that rely on Chinese rare‑earths for missile guidance, radar, and stealth technologies. This mirrors earlier export bans on gallium, germanium and tungsten that targeted U.S. defence supply chains.
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Immediate enforcement
The “effective immediately” clause leaves exporters no transition window. Companies that had already scheduled shipments for later in the week must now halt those shipments until a licence is secured, creating potential logistical bottlenecks and customs seizures.
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Supply‑chain ripple effects
- Stockpiling: Early reports show firms in Europe and the U.S. increasing inventory levels of rare‑earth powders and magnet blanks.
- Domestic processing push: Governments in the U.S., EU and Japan have accelerated funding for rare‑earth refining and recycling projects to reduce dependence on Chinese inputs.
- Alternative sourcing: Companies are negotiating longer‑term contracts with Australian (Lynas), Malaysian (Koreas‑Rare), and U.S. (MP Materials) producers, though capacity constraints remain.
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Legal and compliance burden
The licence‑application process involves detailed end‑use disclosures, technology‑transfer assessments, and security vetting. Firms will likely need to engage trade‑law counsel and possibly consultants familiar with Chinese export‑control procedures.
Practical steps for companies affected today
Step Action Rationale 1️⃣ Identify all items Compile a list of every product, component or material in your supply chain that contains any of the listed rare‑earth elements (including alloys, oxides, magnets, coatings). You need to know exactly what falls under the new control list. 2️⃣ Verify origin Confirm whether the rare‑earth content originates from China (even if the final product is assembled elsewhere). Only Chinese‑sourced rare‑earths trigger the licence requirement. 3️⃣ Pause shipments Halt any outbound shipments of the identified items until a licence is obtained. Prevents customs seizure and penalties. 4️⃣ Submit licence applications Prepare the required documentation (end‑use description, technical specifications, customer details) and file with MOFCOM as soon as possible. Licences are reviewed on a case‑by‑case basis and may be denied for defence‑related uses. 5️⃣ Engage legal/compliance counsel Seek expertise in Chinese export‑control law to ensure the application meets all procedural requirements. Reduces risk of rejection or delays. 6️⃣ Explore alternatives Simultaneously evaluate alternative suppliers (non‑Chinese rare‑earths) or recycling options to mitigate future exposure. Diversifies risk and prepares for possible long‑term restrictions. 7️⃣ Communicate with customers Inform downstream customers of potential delays and the steps you’re taking to secure licences or find substitutes. Maintains transparency and preserves business relationships. Example scenarios
Scenario How the new rule applies Likely outcome A U.S. wind‑turbine maker imports dysprosium‑containing magnet assemblies from a Chinese subcontractor and ships the turbines to Brazil. The magnet assemblies contain Chinese‑sourced heavy rare‑earths → export from China now requires a licence. Without a licence, the shipment could be stopped at Chinese customs; the turbine maker must either obtain a licence (unlikely for a non‑defence use) or replace the magnets with non‑Chinese sources. A European EV battery producer uses yttrium‑stabilized zirconia powder sourced from China in solid‑oxide batteries. Yttrium is on the controlled list; the processing technology for the powder is also covered. The battery producer must apply for a licence; if denied, it must source yttrium from other producers (e.g., Australia) or redesign the battery chemistry. A Japanese camera lens manufacturer purchases gadolinium‑doped glass from a Chinese supplier for high‑precision optics. Gadolinium is a medium‑heavy rare‑earth; the finished glass is a foreign‑made item incorporating Chinese rare‑earths. Licence needed; given the civilian nature, a licence may be granted, but the application process could delay production schedules. Outlook – what to watch in the coming weeks
Indicator Why it matters Official quota announcements (if any) Quantitative limits would clarify how many licences might be approved. Follow‑up guidance from MOFCOM Detailed procedural rules (forms, timelines, required documents) will affect how quickly companies can comply. Responses from major economies (U.S., EU, Japan) Expect possible counter‑measures such as increased subsidies for domestic rare‑earth projects or diplomatic protests. Market price movements for heavy rare‑earths (Dy, Tb, Ho, Er) Tightening supply often leads to price spikes, influencing cost structures for downstream industries. Legal challenges Companies may seek judicial review or arbitration if licences are denied; tracking such cases can reveal how strictly the rule is enforced. Bottom line
- Effective immediately on Oct 9 2025, China now requires export licences for any foreign‑made product that contains Chinese‑origin rare‑earths, as well as for the technologies used to process those materials.
- The controls target medium‑ and heavy‑rare‑earth elements and explicitly exclude most defence‑related end‑users from receiving licences.
- Companies worldwide must audit their supply chains, pause shipments, and file licence applications right away, while simultaneously diversifying sources and exploring recycling to mitigate future exposure.
Staying ahead of the licensing process and building alternative supply routes will be crucial for maintaining production continuity in sectors ranging from renewable energy to high‑tech electronics.
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Emanuel Boeminghaus (@E_Boeminghaus) auf XSeltene Erden - Deutschland gibt Pekings Strategen freiwillig die Karten in die Hand! Sensible Lieferketten-Daten, Produktionspläne und Abhängigkeiten wandern…x.com -
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Interessantes Vid zu (Rück-)gewinnung von Seltenen Erden/Metallen, PM aus Electronikschrott, aber auch um effizientere + kostengünstigere Li-Gewinnung.
Frage die ich mr stelle: ist das ne Gefahr für bisherige Verfahren bei UUUU,MP und UCU (bin in allen investiert).
Externer Inhalt www.youtube.comInhalte von externen Seiten werden ohne Ihre Zustimmung nicht automatisch geladen und angezeigt.Durch die Aktivierung der externen Inhalte erklären Sie sich damit einverstanden, dass personenbezogene Daten an Drittplattformen übermittelt werden. Mehr Informationen dazu haben wir in unserer Datenschutzerklärung zur Verfügung gestellt.Wir können jetzt in Sekunden etwas herstellen, wofür man früher Monate gebraucht hat. Klingt verrückt, oder? Genau das behaupten amerikanische Forscher mit ihrer neuesten Technologie – dem sogenannten „ Flash Joule Heating “. Damit soll man in Sekunden Lithium gewinnen können, ein superwichtiger Rohstoff für Akkus und Elektroautos. Aber nicht nur das, auch Gold, Silber und sogar seltene Erden können einfacher zurückgewonnen werden. Das Verfahren arbeitet viel effizienter, ohne giftige Chemie und in unfassbarer Geschwindigkeit. Wir schauen uns heute an, wie dieser „Blitz“-Prozess genau funktioniert, wie man damit Lithium neu gewinnen kann und ob das vielleicht endlich die Antwort auf unser globales E-Waste-Problem sein könnte. [sämtliche Quellen in Vidbeschreibung)
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00:00 Neue Lithiumgewinnung
00:42 Lithiumnachfrage
01:38 Joule Erwärmung
02:28 Flash Joule Heating Verfahren
03:06 Verfahren für Edelmetalle
04:01 Entwicklung des Verfahrens
05:12 Recycling von seltenen Erden
07:17 Neue Lithiumgewinnung
09:24 Das große Aber
11:30 Fazit -
US Reg. stopft 1,6 mrd usd in USAR Aktie (bei Fugi gefunden)
Aktie vorbörslich...+ 38 %, close am Fr. was bei 25...heute n8 schon 40 usd gesehen....wie bei PM...alles nur noch total irre
...hoffe der anderen RE Aktien, hab MP, METC (lange Zeit unter Wasser) ziehen fett nach...
p.s. ATH war wohl was bei ca. 44 usd, wenn wir da drüber gehen...ist kein INvestor im Minus + hat wg. Buchverlusten Verkaufsdruck...gaaanz wichtig..aus charttechn. und psychol. Sicht
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2026-02-03 Project Vault „präsentiert Amerika von seiner besten Seite“ – Aktien von… Anmelden oder registrieren -
So viel wie die USA brauchen holen die nie und nimmer aus dem Boden,
auch mit 12 Milliarden nicht.
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