Banging first impression John F. Kennedy Airport

*visitors lane

I'll believe it when I see it 😤

Commodities are 🚴‍♂️

These guys are positioned correctly, are you?

👉 oldwestim.com/_files/ugd/718…

Howard Klein Piedmont Lithium A mine being permitted in the US?! Someone pinch me

Congrats 👏 Keith Phillips

Save Canadian Mining

I can't wait for season 2 🙌

This has been the worst case of corporate governance from a company that has everything going for them - the type of shenanigans you'd expect from a shitco

🫡🫡🫡

Arguably the only investable #tin name out there

When it comes to #gold funds - Konwave Gold 2000/Gold EQ & Ixios Gold bare the strongest torque

Performance March 2024:
Konwave Gold 2000: +30.71%
Ixios Gold: +25.18%

With a 0% down payment for purchasing new electric vehicles (compared to 15% before), the transition could accelerate rapidly and stimulate an EV shopping bonanza. We will monitor weekly insurance statistics to see any sign of a demand boost.

🇦🇪 🇸🇦 and co. vs 🇨🇳

Saudi wants mining to contribute £75bn to its economy by 2035, up from $17bn

Let the petrodollars flow from Africa to Latin America

ft.com/content/592986…

Top 5 #Copper producing countries 2024 forecast

Chile is expected to +7% with the ramp up Quebrada Blanca Phase 2 and Los Pelambres Expansion

Peru by +1.7% with higher output from Antamina, Quellaveco, Las Bambas, Cerro Verde, Toquepala and Antapaccay projects

DRC by +4.3%…

Spent the last week in Switzerland and yet again money managers are allocating more capital to infrastructure funds while remaining reluctant to touch anything but generalist gold miners

Apparently copper isn’t an infrastructure play 🥴

When will copper get some proper love?…

In 2024, 25% of EVs sold in Europe are forecasted to be Chinese, while EV adoption rates are increasing, Western OEMs are struggling to produce a “domestic” product in-line with governments on-shoring wishes

Price is often the main driver of consumers buying habits - if the East…

Fully endorse this take

If you want the liquidity of public markets be prepared to stand up to scrutiny both positive and negative

And the koala is considering retiring from long only life soon to get back in long/short game

We need to talk about this seriously, to claim oh…

The opaque lithium market and subsequent response from upstream supply is a major problem for forecasters - higher prices causes demand destruction and alternative chemistries become interesting

DSO volumes are tough to track but easy to switch on. Will we see regulations on DSO…

Australian #lithium production to increase by 23.5% in 2024 (I'm skeptical on some of the projects taken into account for this - Finniss, Kathleen Valley..)

In Argentina, Salar de Centenario Ratones, Mariana and 3Q are expected to begin production this year

In China, the…

Indonesia accounted for 51% of production in 2023, forecasts show that will grow a further 13.9% in 2024 to nearly 2,000kt

Further supply coming online from Pt Ceria Nugraha Indotama project and ramp up of Weda Bay and PT Qmb projects

Nothing stopping the indos 😮‍💨😤