@BaseMetals

On a break, X no longer meets my needs

 London
Joined July 2009
  • Tweets21.2K
  • Following62
  • Followers5.4K
1.9KMedia
Paul Robinson retweeted
CRU Group@CRUGROUP4 Apr 2023
We are thrilled to announce that CRU has acquired Exawatt, a leading strategic consulting and research provider in solar PV, energy storage, power electronics and electric vehicles, offering customers a holistic view of the #EnergyTransition landscape. ow.ly/z8BW50Nyf1c
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Paul Robinson retweeted
Javier Blas
@JavierBlas15 Mar 2022
Trafigura Group, one of the world’s top oil and metals traders, has been holding talks with private equity groups to secure additional financing as soaring prices trigger giant margin calls across the commodities industry | via @jfarchy @DNair5 @JanFoe bloomberg.com/news/articles/…

Trafigura Seeks PE Funding as Commodity Surge Triggers Margin Calls

bloomberg.com
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Paul Robinson retweeted
Jack Farchy@jfarchy14 Mar 2022
Nickel trading to restart at 8am on Wednesday
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Paul Robinson retweeted
Andy Home@AndyHomeMetals14 Mar 2022
Ukraine crisis rocks the London Metal Exchange: reuters.com/markets/commodit…
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Paul Robinson retweeted
Neil Hume@humenm14 Mar 2022
This is turn up for the books. Having said they would never do it Rio are going to buy out the minorities of TRQ inclusing the very vocal shareholder Pentwater.
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Paul Robinson retweeted
Neil Hume@humenm11 Mar 2022
Cargill statement on Russia.
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Paul Robinson retweeted
Financial Times
@FT11 Mar 2022
BlackRock records $17bn in losses on Russian securities on.ft.com/3t0wcrU
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The war in Ukraine and Western #sanctions against Russia are significant shocks for CIS+ #sovereigns. Direct exposures to Russia’s #economy and contagion channels vary, but economic spillovers will be material across the region. Learn more: ow.ly/tzpP50IfMN4
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Paul Robinson retweeted
Andy Home@AndyHomeMetals11 Mar 2022
LME nickel market remains closed today. The pricing black-out continues
Reuters Business
@ReutersBiz11 Mar 2022
LME says nickel market will not reopen on Friday reut.rs/3t0HFYe
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Nickel ‘Big Shot’ shows metals market desperately needs overhaul on.ft.com/3KwwyfK

Nickel ‘Big Shot’ shows metals market desperately needs overhaul

Financial strains tend to reveal regulatory complacency and failure. The LME’s nickel snafu is no exception

ft.com
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Executive Director, Michèle Brülhart is joined by representatives from @AntofagastaPLC, @Orsted and @Southwire for a conversation on why responsible business is good business at this year's #worldcopperconference hosted by @CRUGROUP. Register at ow.ly/lAVh50Iarw7
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Sanction reactions: - Andrey Melnichenko resigns from EuroChem board - Andrey Guryev resigns as PhosAgro Chief Executive Officer
Willis Thomas@WillisThomas9 Mar 2022
“EU sanctions to hit Russia's fertilizer tycoons” is not the news that the fertilizer price/availability optimists wanted today - but it is the news we all got. H/t @FertilizerWeek1
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There it is. As anticpated.
*Walter Bloomberg
@DeItaone10 Mar 2022
RUSSIAN INDUSTRY MINISTER MANTUROV SAYS RUSSIA DECIDED TO TEMPORARY SUSPEND FERTILIZERS EXPORTS
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Paul Robinson retweeted
Neil Hume@humenm9 Mar 2022
European Steel Association not happy with the LME.
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Commodities Held Up at Russian Ports, Trafigura’s Rolland Says
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Paul Robinson retweeted
Willis Thomas@WillisThomas9 Mar 2022
Some greater context here. Total AN market is not the volume of say urea, but very important to the European market.
Ferg
@trader_ferg9 Mar 2022
Wow "Belarus has a 40% market share in global production & export of potash. While Russia only has 16.5% market share of global exports, it manufactures ammonium nitrate, the key ingredient needed for the fertilizer and has a close to 66% global market share in its production."
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Paul Robinson retweeted
Andy Home@AndyHomeMetals8 Mar 2022
LME nickel trading halted as big short hits big trouble: reuters.com/business/energy/…
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Paul Robinson retweeted
Jack Farchy@jfarchy9 Mar 2022
NICKEL LATEST: JPMorgan rides to the rescue, helping China's Tsingshan secure new credit lines in meetings that ran into the early hours of this morning super scoop from my @business colleagues in Asia bloomberg.com/news/articles/…

Chinese Nickel Giant Secures Bank Lifelines After Epic Squeeze

The Chinese nickel company at the center of a historic short squeeze has secured a package of loans from local and international banks to help it meet a wave of margin calls, according to people...

bloomberg.com
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Paul Robinson retweeted
Eoin Dinsmore@eoindinsmore9 Mar 2022
European zinc smelters outside Scandinavia are facing an existential crisis. Higher LME prices only marginally helps non-integrated smelters where main revenue is treatment charge & premiums, zinc free metal helps but not enough
Javier Blas
@JavierBlas9 Mar 2022
A lot of focus on high oil and gas prices, but sky-high short-term electricity are a major problem for the European manufacturing sector. Energy-intensive companies will curtail output. Europe faces an oil and gas crisis, but also **an electricity crisis** bloomberg.com/opinion/articl…
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Paul Robinson retweeted
Willis Thomas@WillisThomas8 Mar 2022
Will this include #fertilizers generally or even specific products? This comes top of mind now. For me, I am leaning slightly towards fertilizers being included with quotas and bans already in place for the last 6 months. The next two days will be challenging indeed.
Paul Robinson@BaseMetals8 Mar 2022
Will be another challenging day for markets tomorrow as Putin has signed a decree that bans the export of certain commodities and raw materials. Decision on commodities & countries within 48 hours. Source @BBCNews
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