Gassin123Charts retweeted
#copper #uranium
Why Copper May Be the Most Important Metal for the Next Decade
youtube.com/watch?v=InDIHEIl…
Gassin123Charts retweeted
$COAL ..now $153 = Begins Bouncy Bullish #Breakouts
$YAR .003c = Over 500mt High Quality #Coal in QLD🐦⬛
$YAL $WHC $NHC = chasses #Uranium Energy $Boom
Gassin123Charts retweeted
CQ3/26 lithium results from @GroupeEramet were stable with LC output of 4.3Kt, down slightly q/q due to a maintenance shutdown. Realised price of US$17.6/kg pretty good, and company says that plant is running at full capacity utilisation in October.
Gassin123Charts retweeted
Saw this also pretty damning of GFEX and what’s going on if the GFEX play back fires it’s hard to see a ceiling beyond US$80,000 like last time , who knows where it will go can you imagine a deficit of 100,000 tons and futures trying to recover at the same time demand explodes👀
#Lithium Supply V #EV #BOT #Battery Demand Growth?
China must Forget US markets = Focus on $Global Sales
USA 350m v Globally 8 Billion $Tech hungry Populations
easy - China so it can stockpile more Australian higher grade (which it prefers) #lithium at low cost for future consumption (next year or so) by its companies
$Flat Market $Liquidty = Underpriced Cheap #Equities 🤡
#Midterms Dam = #Liquidty Dams $Brake in November
Stalled $Parked $$$ = Enters on Positive US Directions🚀
Critical #Metals Markets go Bouncy Bullish $Boomin🎅
Lithium earnings look strong. Rare earth prices are holding up. Yet critical minerals equities keep sliding, and GFEX is telling a different story.
What's driving the disconnect? We dig in with Tomasz Nadrowski.
Plus, an update from @FirstPhosphate on resource growth and project financing.
(00:00:00) Earnings, Elections and the Critical Minerals Selloff
(00:03:50) Lithium Earnings Strong, GFEX Disconnected
(00:07:32) LME Week Takeaways From a Veteran Trader
(00:10:49) Two-Tier US Economy, Oversold Materials
(00:14:17) Brazil and Israel Elections Rattle Markets
(00:19:48) Why Critical Minerals Equities Sold Off
(00:27:09) Why Equities Diverge From Metal Prices
(00:31:37) Where Investors Can Trade the Volatility
(00:37:50) Winners, Policy and the Valley of Death
(00:40:43) Brazil's New Mining Law and Election Fallout
(00:45:18) Israel, Canada and the US Midterms
(00:51:17) Rare Earth Truce and China's Leverage
(00:58:29) Why Lithium Pricing Is Hard to Trust
(01:06:28) $PHOS Update
Gassin123Charts retweeted
Wanted to see if AI could do slapstick comedy
Introducing: D*ckhead
Huge thanks to @NicooSvane and @tvnxty for helping get this over the line
Gassin123Charts retweeted
🚨 SECRETARY MARCO RUBIO JUST TRUTH NUKED THE WHOLE WORLD
"They could make our gas $8 a gallon and we wouldn't be able to do ANYTHING about it!"
"A nuclear-armed Iran could do whatever the HELL they want with the Straits and there's NOTHING anyone would be able to do about it.
Gassin123Charts retweeted
What is your Uranium target price for the next 12 months ?
14%75 - 100
50%100-125
14%125-150
21%above 150
14 votes • Final results
Gassin123Charts retweeted
As I’ve been saying, to win the future of AI, modern warfare AND AFFORDABLE ELECTRICITY, @realDonaldTrump Administration recognizes America needs lithium batteries.
DOE’s Energy Dominance Financing office (formerly the Loan Programs Office) just CLOSED $5.1B in financing for Alliant Energy ($LNT), supporting ~1 GW of battery storage, including lithium-ion BESS, alongside new natural gas generation in Iowa and Wisconsin.
The financing is projected to deliver up to $1.2B in customer savings over 30 years.
The Trump DOE upsized and finalized a ~$3B Biden-era conditional loan originally focused on wind + battery storage.
The BESSt is yet to come…
Energy Department Closes $5.1 Billion Loan to Lower Electricity Costs and Strengthen Grid Reliability in Iowa and Wisconsin
energy.gov/articles/energy-d…
#Lithium Price.. gonna Pop up ????
Who is pushing #lithium prices down .. and Why ?
