Discover and read the best of Twitter Threads about #cobalt

Most recents (24)

Majors ideally want a large deposit, long mine life & safe jurisdiction

✅IP target tonnage ~4 BILLION tons
✅Poly-metallic w/ 10 of 31 critical #metals
✅Safe location 🇨🇦
✅Long mine life potential
#copper #gold #cobalt #scandium #commodities #mining #stocks

DBG's copper & gold porphyry is polymetalic and is said contain 10 of Canada's 31 critical metals!

Final metallurgical tests are still pending.
Read 9 tweets
🧵PART 1🧵
SELLING-OUT #AmericanTaxpayer's
¬RUSH COAL phase-out
¬PUSH invest in EVs/renewables
¬US commit $100B
¬Honor OLD #ClimateChange Agreements
@WEF @WHO want #Democrat POWER GRAB of #AMERICA
#KlausSchwab of #WEF
Violates #InalienableRights
ForcedGunControl #Biden's
#ExecutiveOrder 14067
Using Race/Bias/Belief/Credit
a Subjective
Read 21 tweets
Oct 12 2022: "Deep-sea miner stock jumps after first seafloor collection since 1970s"

The "#greatreset" (#Commonwealth w/ WEF as secretariat) includes deep sea #mining. The annihilation of #oceans carried out under guise of sustainability.

#UN #SDGs…
"The fields in the CCZ represent the largest known, undeveloped #nickel resource on the planet & is estimated to contain over 3 times the amount of #cobalt, almost 2 x the amount of nickel & as much #manganese as all global land-based reserves, combined."

#Privatization of the #oceans will allow for ocean exploration & deep sea #mining - both essential for the fourth industrial revolution infrastructure desired by the ruling class technocrats. #4IR #EVs #Salesforce

Learning thread:

Read 6 tweets
My updated NAV model:

Company: @ElectraBMC
Sector: #Materials #Refining #Mining
Ticker: $ELBM
CEO: @TrentMell
Recycling Peers: $ABML $LICY
Refining Peers: None (domestically)

#Cobalt #Manganese #Graphite #Nickel #Lithium #Aluminum #BlackMass #EV
*I'm Long-Bullish|Not advice* Image
Alternative forward looking valuation multiples (EV to EBITDA & Sales) Image
NAV valuation contribution Image
Read 25 tweets
#DRC, "Solution Country" to the climate crisis ? My colleague @jm_senga and I recently traveled for @amnesty to the South-East of the #DRC, where industrial mining of #cobalt threatens the survival of entire communities. 👇🏽THREAD 1/11
As @Precop27RDC comes to an end in Kinshasa and ahead of #COP27, Congolese and international policymakers must stop turning a blind eye to the fate of people at the frontline of industrial mining of strategic minerals… 2/11 Image
The mining city of Kolwezi, in the former Katanga province, has all the features of a "sacrifice zone." There, multinationals extract #cobalt and #copper, 2 minerals that are driving the energy transition. 3/11 Image
Read 11 tweets
What is #Tokenmint ?
Where to get #ZEN $ZEN
#Youtube #Zendoo #sidechains
timestamped here without intro: @horizenglobal $ZEN 🎬📽️🎞️🫡
What is $ZEN @horizenglobal @HorizenClips #ZEN #ZendooShorts #HODL attention👀

The only real $ZEN in #cryptocurrency
The mainnet currency and native asset of the #Horizen #blockchain
There is no token contracts for native main chain $ZEN
#Zendoo IT
Read 22 tweets
We’ve seen this before, we will see it again. Goldman Sachs: you can’t just add up all the #lithium mine level potential & make an oversupply call

The speciality chemicals world is more nuanced than iron ore

It’s why the world doesn’t rely investment banks for research any more
To make forecast calls especially for Nickel and Lithium at the moment should be regulated.

Much like our IOSCO price assessments.

There should be a min amount of expert work required to make such high profile calls that impact investors, esp the retail community.
Slapdash forecasts do a disservice to the all the work the professional publishing world conduct - including our competitors
Read 5 tweets
Africa should take full advantage of current elevated prices to cash in on mineral wealth: The African continent is home to substantial reserves of #copper and #cobalt (in the Democratic Republic of the Congo—DRC—Zambia, South Africa and Zimbabwe), #diamonds (in Botswana and…
Angola), #platinum (in South Africa and Zimbabwe), #uranium (in Namibia, Niger and South Africa), #gold (in Ghana, South Africa and Sudan), #iron (in South Africa), #manganese (in South Africa, Gabon and Ghana), bauxite (in Guinea), #lithium (in Zimbabwe), #coal (in South Africa
and Mozambique), #naturalgas (in Algeria, Egypt and Nigeria) and #petroleum (in Nigeria, Angola, Algeria and Libya).
Read 8 tweets
When #EV OEMs need to become miners has been the Benchmark story of 2022. @benchmarkmin

What we mean by this is outlined in this thread:
Future EV demand is surging beyond the ability of the lithium ion battery supply chain to respond in full.
As we approach the end of the decade, the number of EVs that’s OEMs want to produce become impossible to make considering the critical battery raw material volumes in the pipeline … if all existing expansions and new mines make it, in most cases there still wont be enough
Read 14 tweets
One result of the @LME_news #nickel madness has been people questioning the wisdom of hedging in nascent derivative markets like #cobalt & #lithium if the risks of wipeout margin calls could undermine any risk mitigation. It's a fair concern, but one that's broadly unfounded...🧵
2/ The key distinction is between physically-settled & cash-settled futures. The meme move on Ni was the result of a short squeeze on a contract requiring physical delivery of expiring positions - "he who sells what is'n his'n must pay the price or go to prisn" as they say
3/ Co & Li on @LME_news, @CMEGroup & soon @SGX are cash-settled basis @Fastmarkets prices, & it's infinitely more difficult to squeeze & move an open spot market assessed by a PRA than it is an exchange delivery point based system (see also Apr 2020 WTI example)
Read 9 tweets
#Russia’s nickel & Germany’s #cathode and auto #EV industry.

Nornickel + #BASF: An long term term partnership descends into an unholy alliance

As Russia attacks Ukraine, our industry’s eyes are fixed on @BASF and what it does next

And here’s why…

Russia’s Nornickel (Norilsk) supplies 20% of world’s class 1 nickel - the suitable supply for lithium ion batteries and #ElectricVehicles (and 7% of global nickel)

Most of this goes to China.

Germany was relying on expanded future supply of Russian #nickel as a key pillar in its battery and #EV expansion

This is via the partnership between Nornickel and German chemical / cathode maker, #BASF

Read 11 tweets
#RussiaUkraineConflict - we are getting a lot of inquiries about Russia and critical minerals, esp for #ElectricVehicles & #batteries

A few @benchmarkmin facts:

#Nickel is on red alert.

Norilsk is the world’s largest class 1 nickel producer accounting for 20% of global supply
Norilsk overall accounts for 7% of all in nickel supply. But EV makers, auto OEMs and battery cell producers will terrified of losing 20% of a market with prices already at decade long highs.
China will not place real any sanctions on Russia and as a result ensure all #nickel continues to flow into its mainland and into Chinese made battery cells and EVs

Follow @GregMiller_BMI @CDMRawles for more
Read 8 tweets
Two recent @Fastmarkets articles explain an interesting dynamic unfolding in the Chinese #cobalt market:
Cobalt sulphate price has hit a 3-year high driven in part by strong downstream demand, but particularly by tightness in supply of the upstream feedstock, cobalt hydroxide, due to logistics issues getting material from the #DRC out via #SouthAfrica:…
Market participants are not anticipating the problems to be resolved in the near term: “I don’t think the logistics issues from South Africa to China will ease in the first quarter or even the first half of 2022,” a cobalt hydroxide supplier said.
Read 6 tweets
1/n Beijing is trying to go green. ♻️🇨🇳

The push for #ElectricVehicles is paying off as sales increased by 160% in 2021


This has created fears of shortages in key metals such as nickel, cobalt and lithium.

#China #GeoNews #Economics
2/n The China Association of Automobile Manufacturers reported that plug-in hybrid sales more than doubled to 600,000 units in 2021.

That compares to the 480,000 which were sold in the #USA in the same year.

#GreenPlanet #ElectricVehicles
3/n China's auto sector grew at a lukewarm rate of 3.8% last year.

And Beijing has been proactive in promoting electric vehicles and has extended subsidies that were due to expire in 2020.

The push for #ElectricVehicles in #China has led to a shortage of important metals.
Read 6 tweets
Macro shorts commodities on 1bps of inflation deceleration. Mind u though: demand is half the story nor the real story!

Years of underinvestment should make shorting oil, EU/A gas or metals risky business this time & in absence of a deep recession due to Fed mistake.

Nickel - the battery metal - first. If you short Nickel, you deserve to lose all your capital. Reason: ignorance!

Read 10 tweets
“With subsidies and a protected home market, CATL became extremely profitable… The effort has also made #China a giant in electric car #batteries. China has 14 times the #EV battery-making capacity of the U.S… CATL holds one-third of the global EV battery market.”🤔
“CATL’s biggest rival globally is LG, with a one-quarter share. At one time, CATL also faced a tough rival at home. BYD, based in the city of Shenzhen, boasted a big-name backer, the investor Warren E. Buffett.“ #China #competition #EV #batteries
“Unlike CATL, which has invested heavily in #lithium-#cobalt #batteries, BYD bet on traditional lithium batteries… BYD is now exploring production of its own lithium-cobalt batteries. But CATL is also manufacturing more batteries now w/o cobalt…”🤔 #EV #ESG #compliance #Congo
Read 3 tweets
"Glencore will acquire all ferronickel produced from the Araguaia project"
Underinvestment in #nickel project, @Glencore is at mercy of their falling production numbers.
Glencore Trading desk seeing their ni stockpile melting like snow in the sun. Rumors they use to own 50% of LME stocks in their own facilities Access world.
Now being Chinese?…
So now why Glencore keeps publishing cobalt offtakes with battery makers, Freyr, Tesla, GEM but no #nickel offtakes?
Last I checked, chemistry was 1 part #cobalt for 6 to 8 part #nickel……
Read 6 tweets
Aug 9 2021: "#Mineral exploration company #KoBold Metals, backed by billionaires including Jeff #Bezos & Bill #Gates, has signed an agreement w/ [] Bluejay Mining to search in #Greenland for critical materials used in electric vehicles."…
Sept 8 2021: "#BHP inks exploration deal w/ #Gates & #Bezos-backed #KoBold Metals"

"The world’s largest miner & the Silicon Valley-based tech firm will jointly fund & operate exploration"

The #greatreset of plunder - under guise of climate mitigation.…
Feb 5 2021: "#KoBold Metals grows global exploration footprint"

"The Gates-Bezos backed firm now has active exploration projects in #Zambia, #Quebec, #Saskatchewan, #Ontario, & Western #Australia."…
Read 5 tweets
❗️High raw material prices are starting to push some lithium ion battery cell prices up

This is what ⁦@benchmarkmin⁩ warned of last year below

To understand batteries you need to know your supply chains #lithium #nickel #cobalt #graphite #manganese…
How Team @benchmarkmin called an end to the major declines in lithium ion battery prices.

A must read here:…
The way to keep battery costs low and falling is the inclusion and expansion of #LFP cathode which has expanded massively in China…
Read 4 tweets
The Senate Committee on Energy and Natural Resources held a hearing on infrastructure this week:…

Lots of discussion about water use and wildfire management, but also commentary on nuclear power and critical minerals that may be of interest to investors. Image
In his opening remarks, Chairman @Sen_JoeManchin talked about supporting our “zero emission #nuclear fleet” and rebuilding our domestic supply chains by responsibly mining #criticalminerals
Ranking member @SenJohnBarrasso also opened with a mention of the “necessity of advanced nuclear”

It is notable that the two most senior members, Democrat and Republican, are both strongly supportive of #nuclear power.
Read 21 tweets
Eight years ago, Kofi Annan’s Africa Progress Panel revealed that #DRC had lost $1.3 billion in deals struck with #DanGertler. Since then that figure has only grown. It will reach $3.71 billion if nothing is done.

Want to know more about Gertler's deals? Read this #thread.
Businessman #DanGertler has been making opaque and questionable mining deals in #DRC for over 20 years, benefitting from a close relationship with #Congo's former president Joseph Kabila. See video from our friends @TheSentry_Org. #corruption

In 2013, the Africa Progress Panel was the first to publish that Gertler’s deals cost the DRC $1.3 billion. New calculations show this was an underestimate. The loss today is $1.95 billion, with a further loss of $1.76 billion if nothing is done. See here:
Read 11 tweets
Yesterday, @IEA gave a presentation to explain what we already know - we need a LOT of #metals & #minerals to "come clean" and regardless of timing as we are hooked on #oil & #gas for our modern lifestyle. In this thread, I'll share their slides & add some of mine...
2/ According to the @IEA, an EV requires 6x minerals and metals input of a conventional "Otto engine" car.
@Herbert_Diess #Tesla @elonmusk #oott
3/ That means, to meet climate goals, we will need a LOT of #metals & #minerals such as #lithium (not a big deal), #graphite (hmmm), #cobalt (that will be fun), #nickel (hard, easy one in Russia!), #rareearth (really hard) or #copper (too hard to mention below?)...
Read 9 tweets
Visite édifiante à #Kolwezi.

Il est clair que le secteur minier contribue énormément à l’économie congolaise. Vu que le #cobalt est essentiel dans la croissance verte mondiale et peut attirer encore des investissements, les congolais devraient se poser trois questions:

Q1) est-ce que vous voulez aussi fournir des emplois propres et sûrs aux populations locales?

Pour assurer un secteur artisanal il faillait un contrôle effectif, respect pour les droits humains, et des bonnes conditions de travail.@PactWorld @EITIorg @itierdc @OECD_BizFin

Q2) est-ce que vous voulez ouvrir le secteur aux investisseurs qui ont besoin d’un climat des affaires transparent?

Il fallait une amélioration à travers les éléments, l’exécution des contracts par exemple est un point faible:…

@OECD @CorruptionTue
Read 4 tweets
"Harvesting the oceans under the Blue Economy": "The #OECD suggests that the #ocean economy is likely to outpace the global economy in the next 15 years."

#GreatReset #NewDealForNature #DeepSeaMining
Under guise of protecting #biodiversity:

"Framed as perhaps the last untapped, under-explored & under-exploited region in the world, the Pacific #Ocean is set to be a contested space for resources."

#WorldEconomicForum #SDGs
"The #BlueEconomy heralds a new race to carve up the Pacific, turning the Pacific Ocean, from surface to seafloor, into a crowded/contested space. Pacific state leaders are courted w/ economic gains that are a fraction of the value of the ocean resources that will be #extracted."
Read 19 tweets

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