Beiträge von Blue Horseshoe

  • Energy Fuels Inc. / EFR, UUUU (TSX, NYSE)

    https://www.bloomberg.com/news/articles/2025-10-09/china-tightens-exports-of-rare-earths-and-related-technology


    Beitrag
    RE: Seltene Erden
    What happened on Oct 9 2025 – a quick‑look at the new Chinese rare‑earth export controls
    ItemWhat the announcement saysWhy it matters
    Who issued the noticeChina’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 effectImmediately on the day of issuance (Oct 9). Exporters must obtain a licence
    …
    Blue Horseshoe

  • Seltene Erden

    What happened on Oct 9 2025 – a quick‑look at the new Chinese rare‑earth export controls

    ItemWhat the announcement saysWhy it matters
    Who issued the noticeChina’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 effectImmediately 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 deniedThe 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 processExporters 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 backdropPart 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

    1. 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.

    2. 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.

    3. 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.

    4. 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.

    5. 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.

    6. 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

    StepActionRationale
    1️⃣ Identify all itemsCompile 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 originConfirm 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 shipmentsHalt any outbound shipments of the identified items until a licence is obtained.Prevents customs seizure and penalties.
    4️⃣ Submit licence applicationsPrepare 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 counselSeek expertise in Chinese export‑control law to ensure the application meets all procedural requirements.Reduces risk of rejection or delays.
    6️⃣ Explore alternativesSimultaneously 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 customersInform 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

    ScenarioHow the new rule appliesLikely 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

    IndicatorWhy it matters
    Official quota announcements (if any)Quantitative limits would clarify how many licences might be approved.
    Follow‑up guidance from MOFCOMDetailed 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 challengesCompanies 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.

  • Allgemeine Sachlage bei Minenaktien

    Zitat von woernie

    Warum ? GFI ist einer meiner Bestperfprmer (stehen bei + 850 %)

    guten morgen woernie


    da gibt es für mich mehrere gründe


    - infrastruktur verrottet

    - das land wird mismanagt

    - mein eindruck vor ort

    - thematik und umgang(und morde) mit/an den buren ("kill the boer, kill the farmer")

    ‘Kill the Boer’ Song Fuels Backlash in South Africa and U.S. (Published 2023)
    Right-wing commenters claim that an old anti-apartheid chant is a call to anti-white violence, but historians and the left-wing politician who embraces it say…
    www.nytimes.com


    genausowenig investire ich in rüstungsaktien ;)


    muss mir keiner nachahmen.

  • Gold befindet sich jetzt in der 3. und seiner finalen Phase

    folge bitte nur mal der annahme, wenn es re-monetarisiert wird, gold=geld.

    da ist ein verbot eher unsinnig.


    z.b. cbdc im float zu gold, da schaut es natürlich anders aus


    aber die welt und vor allem der globale süden wird nur geld vertrauen, keinesfalls currency(zumindest vorerst).

    ich bin auch überzeugt, das dies der einzige weg ist(welcher ja schon länger eingeschlagen wurde von den brics) den usd abzulösen.


    ps. ich setze nie auf ein asset, gold silber physisch/ au/ag blockchain / wald, landwirtschafliche flächen, energie(wasserkraft & pv) ..... eine persönliche anpassung der drei speichen regel.

    daher kann es sich immer lohnen mit seinem geld(gold) auch ein asset zu erwerben(also umzuschichten zugunsten einer rendite).

  • Gold befindet sich jetzt in der 3. und seiner finalen Phase

    Zitat von meggy

    Alles Gold verliert aber auch mal an Glanz, und es kommt der Zeitpunkt, wo der Wechsel in andere Assets (zumindest teilweise) sinnvoll wird.

    naja du schreibst selber wissen wir nicht("glaskugel"). wenn gold wirklich re-moetarisiert wird ist es aus gründen der wertstabilität/werterhaltes nicht notwendig die assetklasse zu rotieren.

    auch der jagd nach rendite(egal ob spekulationsgewinn/zins), wäre dann ein anderes thema.

    ich bin da gar nicht anderer meinung. es ging nur um den zyklus und das der chart ab dem zeitpunkt völlig sinnfrei ist.... da "der zyklus" mit diesem dollar/euro nicht mehr von vorne beginnen wird.

  • Gold befindet sich jetzt in der 3. und seiner finalen Phase

    Zitat von skeptisch4ever

    Falsch:

    Auf einen Betrag in der DANN international akzeptierten Weltleidfiatwährung, der kaufkraftmäßig 1.000 USD in 2010 oder 2.000 US-Pesos heute entspricht!

    falsch: denn dann ist deine erhaltene kaufkraft erheblich höher als die der masse, kannst du also nicht vergleichen. eher mit papiermark und dann schnitt reset, neues währungsystem mit rohstoffkorb oder wie auch immer. jedenfalls wird die zyklik nicht in bisherigen währungen(usd/euro) von vorne beginnen(das ist ja meine aussage).


    Zitat von skeptisch4ever

    Eher eine Interim-Momentarisierung - solange bis CN die EIGENE Währung etabliert hat!

    was redest du? lies mal meine beiträge im goldfaden, die setzen gerade u.a. mbridge um, das IST die neue währung welche gerade entsteht(brics+).


    Zitat von meggy

    plausibel dürfte sein, dass auch die Kaufkraft von EM einen ähnlichen Wendepunkt erfahren wird, wie in der Kurve oben dargestellt.

    wann? welcher preis des goldes ist fair value? wie genau wird das neue geld gestaltet oder wird es doch eine währung die frei floated und gegen geld=gold (oder einen rohstoff-basked)als settlement getauscht werden kann.

    von einem generellen wendepunkt(nicht korrekturen und volatilität) sind wir systemisch noch lichtjahre entfernt.

  • K92 Mining / KNT (CVE)

    Latest News and Updates - Stay Informed
    Stay informed with the latest news from K92 Mining, showcasing our progress, milestones, and how we're driving value for our investors.
    www.k92mining.com


    K92 Mining Announces Strong Q3 Production Results - 44,323 oz AuEq Produced Plus 4,893 oz AuEq in Commissioning Stockpile and Significant Stage 3 Expansion Progress Achieved

    October 8, 2025


    VANCOUVER, British Columbia, Oct. 08, 2025 (GLOBE NEWSWIRE) -- K92 Mining Inc . (“ K92 ” or the “ Company ”) (TSX : KNT; OTCQX : KNTNF) is pleased to announce production results for the third quarter (“ Q3 ”) of 2025 from its Kainantu Gold Mine in Papua New Guinea.

    Q3 2025 Production Results

    • Strong quarterly production of 44,323 ounces gold equivalent (“AuEq”) (1) or 42,244 oz gold, 1,323,538 lbs copper and 34,831 oz silver (Figure 1). Quarterly sales of 45,006 oz gold, 1,480,151 lbs copper and 43,271 oz silver. With more than 80% of the lower end of annual guidance achieved in the first three quarters, plus ending Q3 with a 4,893 oz AuEq commissioning stockpile in line with the Stage 3 Expansion requirements (28,702 tonnes at 5.3 g/t AuEq or 5.0 g/t gold, 0.24% copper, and 11.9 g/t silver), the Company remains on track to meet its 2025 production guidance of 160,000–185,000 oz AuEq.
    • Quarterly ore processed of 137,172 tonnes, a 31% increase from Q3 2024, with a head grade of 11.2 grams per tonne (“g/t”) AuEq, or 10.7 g/t gold, 0.47% copper and 10.3 g/t silver. Head grade during the quarter was above budget, benefitting from a positive gold grade reconciliation versus the latest independent mineral resource estimate (September 12, 2023 effective date for Kora and Judd).
    • Strong metallurgical recoveries in Q3 of 95.0% for gold and 94.6% for copper (Figure 2). The process plant has now delivered six consecutive quarters exceeding the updated definitive feasibility study (“Updated DFS”) recovery parameters for both gold (92.6%) and copper (94.2%) (January 1, 2024 effective date).
    • Record total material mined (ore plus waste) of 353,770 tonnes, with multiple tonnes to surface daily records (ore plus waste) in late-September, including 5,769 tonnes on September 27 and 6,404 tonnes on September 29, demonstrating the increased material movement benefits realized from the commissioning of the first material pass during the quarter combined with the commencement of surface trucks operating in the twin incline. Total mine development was 2,477 metres. The operation continues to balance lateral development priorities between the completion of key underground projects, including prioritizing low equivalent lateral advance jumbo activities such as the Puma Ventilation Drive and the underground pastefill chamber.
    • Total ore mined of 152,485 tonnes, the second highest on record, with mining activity across 13 levels, including the 1090, 1110, 1225, 1325, 1345, and 1365 levels at Kora, and the 1010, 1030, 1050, 1170, 1185, 1325, 1345 and 1385 levels at Judd – long hole open stoping performed to design.

    Stage 3 Expansion – Significant Progress Made. Construction of Stage 3 Plant Complete, Commissioning Well-Advanced, First Gold Pour and First Concentrate Production on Track for First Half of Q4 2025

    • Construction of the new 1.2 million tonnes-per-annum Stage 3 Expansion Process Plant is complete and was delivered under the capital expenditure budget, marking a major milestone for the construction team. Crushing, grinding and flotation circuits are now being commissioned with ore, with first gold pour, first gold-copper-silver concentrate production and completion of plant commissioning on schedule for the first half of Q4 2025. As at September 30, 2025, 90% of Stage 3 Expansion growth capital has either been spent or committed and remains on budget.
    • During Q3, the major construction contracts were awarded for the pastefill plant. The surface tailings filtration plant detailed engineering and design is complete, early earthworks are complete and civil works have commenced. The surface storage facility near the underground mine is rapidly advancing, with site clearing complete, early earthworks underway, and detailed engineering nearly complete. The underground pastefill plant bulk excavations made significant progress during the quarter, and detailed engineering and design is nearly complete. Long-lead items for the various paste infrastructure projects are now arriving on site. Commissioning remains on schedule to commence mid-Q1 2026, with practical completion of commissioning of the pastefill circuit remaining on schedule for mid-2026.
    • During the quarter, several key Stage 3 Expansion underground construction and operational excellence projects were completed or are approaching completion, including:

      • Material Pass – Construction and commissioning completed in Q3, connecting the main mine via gravity to the highly productive twin incline haulage route. In late-Q3, multiple surface haulage daily records were delivered as noted above, driven by the commissioning of the material pass, combined with the commencement of surface haul trucks operating in the twin incline that transport material directly from underground to surface stockpiles, eliminating the need for rehandle. The next material pass is planned to commence development in Q4 and become operational in Q1 2026, enabling a dedicated pass for both ore and waste, respectively.
      • Phase 2 Ventilation Upgrade – Development of two raisebored ventilation raises was completed in Q3, with the full ventilation upgrade planned for the second half of October. This upgrade is expected to deliver a +30% increase in primary mine airflow (150 m 3 /s to 200 m 3 /s), enabling two major productivity improvements: i) reduced re-entry times after blasting, and; ii) reduced blast initiation time with the introduction of a centralized blasting system which enables remote initiation from surface – these two combined improvements will enable firing twice a day (currently once a day).
      • Phase 3 Ventilation Upgrade - Puma Ventilation Drive on schedule for Q4 completion and is now within 70m of surface breakthrough. Surface works are complete ahead of the breakthrough, and upon breakthrough, primary mine airflow is expected to increase to 250 m 3 /s, further reducing blast re-entry times and meeting the airflow requirements for the Stage 3 Expansion. Once complete, the vent circuit will be modified, so that the twin incline will operate under highly efficient one-way traffic flow that utilizes both inclines.
      • Stage 4 Expansion Ventilation Upgrade – Installation of two x 2 MW variable speed drive fans is currently underway and scheduled for completion in Q4. Electrification is planned to be opportunistically completed in H1 2026 as it is not required for the Stage 3 Expansion.
      • Decline-Incline Convergence Project connecting the Main Mine with the Twin Incline via internal ramp access – Significant progress was delivered in Q3 with 258 metres of advance achieved, leaving less than 370 metres of development required for completion. Upon completion scheduled for Q1 2026, this project is expected to deliver major operational efficiency improvements as the Main Mine will now also become accessible by the highly productive twin incline, and all mining fronts will be connected via an internal ramp, allowing for one-way traffic flow.
      • Surface Tele-Remote Loader System – Completed in Q3, leveraging the underground fiber optic backbone (Wi-Fi), to enable the operation of underground loaders from surface. This system maximizes the available operating time over a 24-hour period by enabling tele-remote loading operations during shift change and re-entry. In late-Q3, the underground fleet was also fully integrated with onboard Wi-Fi capability to enable real-time data-collection for short interval control planning, productivity monitoring, and fleet diagnostics to further drive operational improvements.
      • Primary Power Station – Phase 1, 8.8 MW of generation capacity was installed and commissioned in Q3. Phase 2 has significantly progressed with intended expansion to 15.2 MW. Long-lead orders have been placed and completion is planned for H1 2026. This will provide standby power during any unexpected outages from the local grid (hydroelectricity).
    • Two new mining fronts have also been significantly developed, including five new sublevels in the Twin Incline mining front, and two new sublevels in the Lower Kora mining front, which will facilitate the ramp-up in long-hole stoping over the coming quarters for the Stage 3 Expansion.

  • GOLD : Märkte und Informationen II

    Zitat von Blue Horseshoe

    Der Yuan (CNY) ist nicht, wie häufig behauptet, unterbewertet; vielmehr ist der US‑Dollar im Verhältnis zu Gold überbewertet. Bei einem Goldpreis von 22 000 USD würde sich der enorme chinesische Handelsbilanzüberschuss ausgleichen.

    YTD ca -50% $us gegenüber gold.


    xau/usd

    XAUUSD Chart — Gold Spot US Dollar Price — TradingView
    Live Gold Spot to US Dollar rate. Free XAU USD chart with historical data. Top trading ideas and forecasts with technical analysis for world currencies.
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  • SILBER : Märkte und Informationen



    physische ware extrem knapp, ag weiterhin in backwardation(0,14$/oz).

    spot‑preis (08 oct 2025) ≈ $48.64 / oz (USAGold )

    front‑month‑future (märz 2025‑kontrakt) ≈ $48.50 / oz (Trading‑View‑Analyse )


    zum dezember future:

    Spot‑Preis (08 Oct 2025)$48.64 – USAGold 
    Dezember‑2025‑Future (COMEX)$47.97 – Investing.com investing.com
    Premium (Spot − Future)≈ $0.67 / Unze


    woher wollen sie bei der knappheit und 9+% physisches material für eine erzwungene korrektur nehmen?

  • SILBER : Märkte und Informationen

    Zitat von museo del oro

    Ihr seit mir alle viel zu euphorisch, auch wenn die Kurse schön anzusehen sind

    über kurzfristige vola will ich nicht streiten aber ich glaube nicht an ein drittes scheitern an der maginot linie. dir sind die wahren hintergründe am preisverfall der währungen nicht bewusst.

    es ist nicht nur gold, welches an kaufkraft gewinnt(durch remonatisierung, siehe meine beiträge im goldfaden z.b. zu sge) sowie commodities im allgemeinen. es sind währungen die im wert verlieren da sie ihrem inneren wert von null entgegengehen(ursachen cre/monetary system/abwertungswettlauf/inflationierung)