Public sentiment on the AUKUS alliance and its critical minerals focus is predominantly critical, with many expressing doubts about the initiative's feasibility and effectiveness. Concerns center on Australia's ongoing dependence on China for refining rare earth materials and a perceived capitulation of the Australian government to U.S. interests. While a minority see potential in the partnership, skepticism prevails about the genuine benefits and political motivations behind the deal.

Australian Government

United States

China

&gt;Despite Australia paying $300b so far for AUKUS

You could start by correcting that to "over the next 25+ years", since we've spent maybe $20B so far.

Of that huge splash of cash to the US there's also infrastructure buildups in Australia to support the subs, EG: $12B for shipyard upgrades in Perth.

jezwel

What you're suggesting is countered by the lived experience of many Australian companies whose US customers are suddenly being strong-armed into only buying American. The US is always selling, and this administration is one of the most mercantilist we have had in a long time.

Australia is surprisingly ahead in a lot of sensing technology, ISR, radar, machine learning, computer vision. Some of our Small UAS tech is not bad either although because they're in a war, Ukraine is now the #1 producer of small drones. US may be interested in buying things where we are miles ahead.

EventYouAlly

I believe that with Australia having to build facilities to support nuclear submarines, we will then have the facilities to support having part of the US fleet stationed in Australia. 

It will be sold as a net economic benefit and have good strategic military value to have a carrier group based here. I believe Exmouth may become part of this expansion, with possible upgrades, to support USAF/Marines, to RAAF facilities in WA (Pearce, Curtin).

And, to be fair, I'm not against that.

supercujo

I don’t like AUKUS one bit, it’s draining so much from taxpayers and it risks us becoming a proxy against a future war with China

LiquidFire07

They're getting their industry rebuilt on the Aussie dime.

Infinite_Tie_8231

Cool cool

Just need to go through 5 years of approvals, then 5 years of court appeals, so we should be able to start mining in 15 years

Wow_youre_tall

With this piece, John Coyne has outdone himself, so why do I still have lingering doubts?

What could possibly go wrong? Both Albo and Trump have nodded their approval; all that's left to do is to get on with the job.  Ah, but this is where it gets complicated.

The elephant in the room is Australian energy policy.  Over the last decade Australian heavy manufacturing (particularly East coast) has been decimated by energy cost increases. Energy-intensive companies like Qenus have ceased to exist, while others like Orica and Tomago are looking to relocate abroad or simply cease to exist. 

Against this energy backdrop, we have a strategic heads proposal to expand Rare Earth minerals processing.  This must be comedy-central. Engineers might joke about Aluminum being solid electricity, but that title really belongs to the Rare Eaths.  In particular Neodymium!

What makes us think we can economically extract Neodymium, if we can't economically refine Aluminum? Just asking...for a friend..

eesemi77

Watch a whole bunch of environmental activist groups crawl out from the woodwork now to ensure that any proposal to process these here gets strangled in the cradle by green tape.


It's one of the major advantages China has over Western democracies - if they want to build a dam, other infrastructure or develop a strategic resource, some activist lawyer can't waste years of Government time and resources dragging it through the courts purely to delay it past the next election cycle.

AnonymousEngineer_

The government better make sure that all Australians profit from this deal and not just some fat billionaires mining company!

green-dog-gir

I'm just happy for whoever in the top echelons of the government will get millions into their pockets from this deal. Maybe us plebs will get a few crumbs like a $50 electricity rebate once a year or something.

Huge-Demand9548

The entire rare earth market is expected to grow from around $4bn today to $8bn in 2032. That is hardly ‘huge investment potential’ and there’s a lot of hype in the sector imo.

Zealousideal_Rub6758

Can you imagine the royalties we’ll be getting out of this deal! Ca-Ching!

ReeceAUS

Only just recently, the US floated the rare earth pricing index to better reflect the supply and demand constraints. Previously there wasn't one because China overwhelming dominated the market and have been under cutting to make new investments around the world unfeasible. 

The Australian government will have to continue providing financial assistance in the short term, not just for extraction, but for processing which requires significant capital outlay.

Doxnoxten

I thought 8.5b wasn’t really that much and it’s more of a sweetheart deal to show that we are all still buddies and that the USA doesn’t need China.

mrsbriteside

Steve_Zissouu2

This is good for my 20k in UUUU calls right?? 🚀🚀🚀

Suspicious_Ebb_3153

Troll458458

UUUU gonna go BRRRRRR tomorrow! Plus potential DoE news on Thursday!

Rippedyanu1

lol I’m the only one who thinks the stock will actually dip tomorrow and make a good entry point.

redpandafire

tealeavescoffeebeans

Let's fucking go!!!!




&gt; Broader Financing Strategy
The conditional and non-binding Letter of Support from EFA complements the companies’ broader financing
strategies for the Donald Project, which includes:

&gt; - Advanced ongoing engagement with other government agencies and commercial banks to secure the balance
of the debt financing.
&gt; - A staged equity investment of up to A$183 million from Energy Fuels, of which A$45 million is expected to be
contributed prior to FID and A$138 million is expected to be contributed post-FID, providing capital for pre-
development and construction activities.
&gt; - Pro-rata equity contributions by the joint venturers on a 51%/49% basis amounting to additional post-FID
contributions of A$122 million (of which Astron’s share would be ~A$62 million and Energy Fuels’ share would
be ~A$60 million).

Itom1IlI1IlI1IlI

InfiniteNerve1384

Looks like the investment gods are rewarding those who withstood past week's dip

MethodicPlea

I'm curious about Steve, what happen if he reaches something like 500 millions?

Everything above 50 millions and the bank will do whatever he wants. Free concierge for life for instance

JimboyXL

hdawggg0

Excuse my ignorance, I am really bullish on UUUU. Already made tons of moneys. 

But $80m seems like a nothing burger. I am hoping for DoE in a couple of days to go big on our boy UUUU though...

mneymaker

4eightyfour

ResidentDiamond8275

Guntsandwich

Aggravating_Taro_479

Will processing be done in AUS or will it be done state side?

RegularDepartment1

u/Steve_Zissouu2 I remember you placed a bet at your picks on ILU.ASX in terms on any "partnership" or "support" of UUUU. I Guess that is less possible now if not cooked?

myp0wa

Does anyone have an explanation for why we are seeing a pullback after this news?  Is it underwhelming and indicating no future larger investments?

AlarmingAd2445

VisualMod

I was confused by the title until I realized, that Albanese is someone's surname, rather than nationality. 😄

No_Feeling920

Lynas, the largest rare earths company outside of China. Not only do they mine but process the minerals because that's where China excels, rare earths are available everywhere but no one wants to process and refine into usable materials because it's supposed to be dirty and environmentally unfriendly. 

BTW, Lynas (trading at exactly same market cap as MP) dwarfs MP in terms of access, processes, and annual revenue. MP hasn't even figured their shit out yet, they promise to come up with some sort of processing plan by 2027.

cbusoh66

As we knew they would. Lynas, Cobalt Blue, and Arafura. Unreal. In Steve we trust.

parallax-aletheia

Australian Prime Minister Anthony Albanese discussed the nuclear-powered submarine (AUKUS) deal with Trump and both signed a rare earths and critical minerals agreement which has been in the making for a long time. All the usual tickers may be implicated, so LYSCF (which is OTC) because it's tied to Gina Rinehart who is Australia’s richest woman is a large stakeholder and is connected to Trump and the refinery is in Texas, and UUUU because some of these are nuclear subs and this is one of the bigger players in this space. There are other potential players (UURAF, CBBHF, etc). The Critical Minerals / Rare Earths market has been cornered by China, so expect to see a lot of activity on stocks outside that can source elsewhere.

alice2wonderland

OrangeSlicer

fairfuckstoyou

stratuscore

[The 12 Rare Earths that Trump is securing for America](https://i.imgur.com/4FKg7Vc.jpeg)

ElonBotX4TrumPeeTape

Both-Major-3991

All good news has already been priced the fuck in. What's the point of even posting it anymore 💀🔥

cozy_vegetarian

[deleted]

Ok I’m not gonna lie I read ‘Albanese’ and misinterpreted it as a typo of ‘Albanian’ and thought ‘Albania has critical minerals???’

TheBooneyBunes

I’m long on Northern Minerals and Arafura. Might add something else- any recommendations?

newtoeso

hypsignathus

seven11evan

Acceptable_Tap2768

so UUUU on suicide watch or what i tried to time the dip buy bought at the peak bruh

fanofdota

so does this mean DNN just got creamed on??

Weak_Scientist340

It brings me such confidence that the USA really has our best interests in mind when they keep thinking our prime ministers name is a typeo of Albania.

galemaniac

Severe-Bite-5974

PCVox27

Posting a DD on exactly this tomorrow 🤙
Threw 2 million into the Australian markets today.

Lynas. Or some sort of partnership between Lynas and a big US player maybe MP

AdmiralDonutz

poorat8686

Decade long holder and builder in UURAF and now considering the second government and second phase expansion of future Rapid SX / Flash Joule tech, through Metallium / Ucore alignment is going to build and funnel a lot of feedstock alignments as part of US / Australia mineral trade under current US administration, geopolitics, trade, really everything. That’s where a big part of the Mistream realm will funnel through with hREE’s refining in N.A. A lot of feedstock companies will follow through this vein and grow, but do your work. UURAF is going to get further gvnmt infusion for phase two, things go north of ten, fire up phase one somewhere in ‘26 and they’re starting buildout of phase two. Holding 30 plus CM positions and following them daily as well as this entire sector, UURAF, UUUU, USAR, &amp; TMC will get a further or initial gvnmt push while getting up to capacity/completion/approval/production, etc… at some point, along with others... Just don’t know that exact time kids 😏

Sequence_Low-High

"Australia" (government) is not in the minerals business, except for royalties and fees. They don't even fund mining ventures in their own country - miners normally go overseas for funding. If Trump offers miners funding in exchange for equity and offtake or streams, he doesn't need to even tell Albanese he is doing it, much less meet him.

x7_omega

DarkGraphite

Cultural-Hamster-476

IONR for lithium too and they own some stuff in US as well

badasimo

Nico_journey89

US President Trump and Australian Prime Minister Anthony Albanese met to advance the AUKUS defense partnership, particularly focusing on the development of nuclear submarines and securing critical minerals.

AUKUS and Critical Minerals Cooperation

Why This Matters

Public Sentiment Summary

Highlighted Comments

Parties Involved

What the people want