Another day, more great news for ARU’s purposes.
From a shareholder perspective. That does nothing to stop/ or help with the supply deficit on the western supply path. In fact, it concretes the decoupling, and may add more supply requirements to the western side.
From a Rare Earth perspective, China made/supplied their own rare earths for EV’s, so this doesn’t change. But the European rare earths for the Euro vehicles required 100% rare earths from China. With policy announced two weeks ago. We already knew a definite 35% of that amount was coming to the western supply chain. This new policy change from the Chinese potentially adds more, given the stressed relations.
The modeling of 70% supply deficit on the western supply front is growing larger each week that passes.
The perfect storm!!
- Forums
- ASX - By Stock
- ARU
- US / Euro Tariffs - Forecast Effect on NdPr Oxide Demand/Supply
US / Euro Tariffs - Forecast Effect on NdPr Oxide Demand/Supply, page-68
-
- There are more pages in this discussion • 35 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ARU (ASX) to my watchlist
|
|||||
Last
16.0¢ |
Change
-0.005(3.03%) |
Mkt cap ! $383.8M |
Open | High | Low | Value | Volume |
16.0¢ | 16.5¢ | 15.5¢ | $510.9K | 3.230M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
90 | 5476596 | 15.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
16.0¢ | 1342796 | 12 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
88 | 5381706 | 0.155 |
69 | 2043540 | 0.150 |
17 | 708278 | 0.145 |
20 | 2066306 | 0.140 |
8 | 798051 | 0.135 |
Price($) | Vol. | No. |
---|---|---|
0.160 | 1342796 | 12 |
0.165 | 1496204 | 43 |
0.170 | 1153726 | 24 |
0.175 | 834322 | 13 |
0.180 | 1186120 | 26 |
Last trade - 16.10pm 04/09/2024 (20 minute delay) ? |
Featured News
ARU (ASX) Chart |