Discover and read the best of Twitter Threads about #cobalt
Most recents (24)
On Tuesday, the @EUparliament passed a groundbreaking policy framework that will make electric vehicle batteries sold in 🇪🇺 more sustainable – and can serve as a blueprint for battery policies worldwide.🔋⚡️
Here are 4 key aspects of this policy in a short 🧵.👇
#EVs #batteries
Here are 4 key aspects of this policy in a short 🧵.👇
#EVs #batteries
1⃣Responsible and sustainable #mining.
The regulation mandates due diligence obligations for companies selling batteries in 🇪🇺.
Companies are required to identify and mitigate social and environmental risks in the supply chain of cobalt, lithium, nickel, and natural graphite.
The regulation mandates due diligence obligations for companies selling batteries in 🇪🇺.
Companies are required to identify and mitigate social and environmental risks in the supply chain of cobalt, lithium, nickel, and natural graphite.
2⃣Lower emissions in battery production.
The regulation mandates that companies assess and declare the #lifecycle carbon footprint of their batteries.
From 2028, only #EVbatteries produced below a maximum carbon footprint threshold value can be sold in the 🇪🇺.
The regulation mandates that companies assess and declare the #lifecycle carbon footprint of their batteries.
From 2028, only #EVbatteries produced below a maximum carbon footprint threshold value can be sold in the 🇪🇺.
1. We have come out with our grand report titled :
"The BRI Status: A Grand Report" on Its Present and Future.
Here is a thread on the same.
#BRI #China
Link: ij-reportika.com/the-bri-a-gran…
@ShawnG927 @jenny_kjacobs @tiffanymeier_ @NoCCPGenocide @UMM1776
"The BRI Status: A Grand Report" on Its Present and Future.
Here is a thread on the same.
#BRI #China
Link: ij-reportika.com/the-bri-a-gran…
@ShawnG927 @jenny_kjacobs @tiffanymeier_ @NoCCPGenocide @UMM1776
2. "The #BRI Status: A Grand Report on Its Present and Future" sheds light on numerous challenges faced by BRI like:
cost overruns,
corruption,
environmental damage,
funding issues,
repeated delays,
lack of progress,
and poor quality of development.
@Santos4Congress
cost overruns,
corruption,
environmental damage,
funding issues,
repeated delays,
lack of progress,
and poor quality of development.
@Santos4Congress
3. According to our investigation, 62.8% of the countries that have joined the #BRI are #developing countries, while around 17% are #developed countries.
This suggests that the BRI is primarily focused on developing countries.
@GundamNorthrop @Byron_Wan
This suggests that the BRI is primarily focused on developing countries.
@GundamNorthrop @Byron_Wan
I recently spent two weeks in #Zambia, mainly in Lusaka, meeting clients, conducting research, speaking to government officials. Here are some of my key takeaways 🧵🇿🇲
DEBT - this issue came up everywhere, and with good reason. Not only is it driving macroeconomic instability, but the government is nowhere near concluding a deal. And why? Because its largest creditor, #China, isn't happy with the terms laid out by the G20.
It's NB to note Chinese debt is both bilateral (i.e. issued by govt) and private (e.g., held by companies/individuals). Govts generally don't mind debt repayments being deferred, but private creditors are different - they usually want their money back sooner, even at a loss.
🇨🇳 #RosemontSenecaBohai= #CCP CO-MINGLED
BankAccount
w/Bidens
🚩 #FollowTheMoney expose how COMPROMISED
+FBI verified
#HunterBidenLaptop
+Witness
#Bobulinski's claims of CEFC+China ties
+UkraineEnergy
#Burisma $83,333.33 pmts
in co-mingled
Bank Statement⬇️
documentcloud.org/documents/6003…
BankAccount
w/Bidens
🚩 #FollowTheMoney expose how COMPROMISED
+FBI verified
#HunterBidenLaptop
+Witness
#Bobulinski's claims of CEFC+China ties
+UkraineEnergy
#Burisma $83,333.33 pmts
in co-mingled
Bank Statement⬇️
documentcloud.org/documents/6003…
WHY Benefit #CCP 🇨🇳not 🇺🇸 ?
#HunterBiden sold US owned #COBALT Mine in Congo to #CCPChina
¬BIDEN puts 20 YEAR BAN on
🇺🇸MN AZ AK SD
Mining of US RenewableEnergy MINERALS
¬US passed #ChipsAct #Infrastructure rely ON MINED Materials
ipatriot.com/biden-bans-min…
conservativeinstitute.org/conservative-n…
#HunterBiden sold US owned #COBALT Mine in Congo to #CCPChina
¬BIDEN puts 20 YEAR BAN on
🇺🇸MN AZ AK SD
Mining of US RenewableEnergy MINERALS
¬US passed #ChipsAct #Infrastructure rely ON MINED Materials
ipatriot.com/biden-bans-min…
conservativeinstitute.org/conservative-n…
🚩UnConstitional #ESJ #ESG
Uses SocialJustice
Credit+Race+#Equity
INFRINGE:#BillOfRights
#InalienableRights
🚩#ExecutiveOrder14067
#SocialScore DigitalID:
+LIMITS EV #GeoFence
+BANS Bank loan
House/Car/GUNS
👋NO #2ndAm
+Reports #CarbonFootprint
GPS DATA to IRS
Pay #PerMileTax
Uses SocialJustice
Credit+Race+#Equity
INFRINGE:#BillOfRights
#InalienableRights
🚩#ExecutiveOrder14067
#SocialScore DigitalID:
+LIMITS EV #GeoFence
+BANS Bank loan
House/Car/GUNS
👋NO #2ndAm
+Reports #CarbonFootprint
GPS DATA to IRS
Pay #PerMileTax
1/As promised & after reading $CRSP latest Q4 2022 #financial #report here is my impression regarding @CRISPRTX latest corporate status. I have focused only on the main issues that I found to be the most interesting & relevant. #CRISPR #BioTech #FinTwit #Genomics #GeneEditing 🧵
2/IMO the most significant corporate event in Q4 was $CRSP announcement that regulatory Exa-cel submissions of both #SickleCell & #BetaThalassemia validated in the #EU & #UK & that the @US_FDA BLA submission is on track by the end of Q1 ‘23 - possibly reaching the #markets in ‘23
3/Exa-cel/CTX001 - the key program in $CRSP portfolio, is an #autologous Ex-Vivo #CRISPR/#Cas9 #GeneEditing therapy aimed for patients suffering from #TDT or severe #SCD. The latest readout for both programs was phenomenal with 42/44 TDT & 31/31(!) demonstrated remarkable results
🧵1/n
Majors ideally want a large deposit, long mine life & safe jurisdiction
$DBG.V $DBLVF
✅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
Majors ideally want a large deposit, long mine life & safe jurisdiction
$DBG.V $DBLVF
✅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
🧵9/n
"Climate change policies may lead to one of the largest redeployments of investment and capital"
"We believe the clean technology transition is igniting a new supercycle in critical commodities, with natural resource companies emerging as winners"
am.jpmorgan.com/lu/en/asset-ma…
"Climate change policies may lead to one of the largest redeployments of investment and capital"
"We believe the clean technology transition is igniting a new supercycle in critical commodities, with natural resource companies emerging as winners"
am.jpmorgan.com/lu/en/asset-ma…
🧵10/n
There are many pieces of the puzzle, here is 1 of many pieces imo
👇
There are many pieces of the puzzle, here is 1 of many pieces imo
👇
🧵PART 1🧵
#BIDEN AGREED @WEF @COP26 to SPEED UP
Switch 2 ELECTRIC VEHICLES #EV
SELLING-OUT #AmericanTaxpayer's
AGREED:
¬RUSH COAL phase-out
¬🛑#FossilFuels
¬PUSH invest in EVs/renewables
¬US commit $100B
¬Honor OLD #ClimateChange Agreements
¬GLOBAL NET°
un.org/en/climatechan…
#BIDEN AGREED @WEF @COP26 to SPEED UP
Switch 2 ELECTRIC VEHICLES #EV
SELLING-OUT #AmericanTaxpayer's
AGREED:
¬RUSH COAL phase-out
¬🛑#FossilFuels
¬PUSH invest in EVs/renewables
¬US commit $100B
¬Honor OLD #ClimateChange Agreements
¬GLOBAL NET°
un.org/en/climatechan…
🧵#2🧵
🛑#WHOPandemicTreaty🛑
@WEF @WHO want #Democrat POWER GRAB of #AMERICA
#KlausSchwab of #WEF
Calls COVID-19 PANDEMIC
GREAT RESET
🛑POWER GRAB🛑 INTERNAT'L BOARD Wants to
CONTROL
US FREEDOMS
weforum.org/agenda/2020/07…
standforhealthfreedom.com/action/who-gra…
🛑#WHOPandemicTreaty🛑
@WEF @WHO want #Democrat POWER GRAB of #AMERICA
#KlausSchwab of #WEF
Calls COVID-19 PANDEMIC
GREAT RESET
🛑POWER GRAB🛑 INTERNAT'L BOARD Wants to
CONTROL
US FREEDOMS
weforum.org/agenda/2020/07…
standforhealthfreedom.com/action/who-gra…
🧵#3🧵
.@WEF GREAT RESET
Violates #InalienableRights
ForcedGunControl #Biden's
#ExecutiveOrder 14067
💥#SocialCreditScore
Restricts USERS FREEDOMS
Using Race/Bias/Belief/Credit
a Subjective
SCORE to CONTROL FREEFOM
ie
Low Score=NO GUN SALE
& REMOVE ur GUNS
nhglobalpartners.com/china-social-c…
.@WEF GREAT RESET
Violates #InalienableRights
ForcedGunControl #Biden's
#ExecutiveOrder 14067
💥#SocialCreditScore
Restricts USERS FREEDOMS
Using Race/Bias/Belief/Credit
a Subjective
SCORE to CONTROL FREEFOM
ie
Low Score=NO GUN SALE
& REMOVE ur GUNS
nhglobalpartners.com/china-social-c…
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
mining.com/video-shares-i…
The "#greatreset" (#Commonwealth w/ WEF as secretariat) includes deep sea #mining. The annihilation of #oceans carried out under guise of sustainability.
#UN #SDGs
mining.com/video-shares-i…
"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:
Learning thread:
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*
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*
Alternative forward looking valuation multiples (EV to EBITDA & Sales)
NAV valuation contribution
#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
#Zendoo IT
What is #TokenMint
Where to get $ZEN #ZEN
Why @horizenglobal @HorizenClips @HorizenLabs @HorizenKR @HorizenFR @HorizenNordics
What is #TokenMint
Where to get $ZEN #ZEN
Why @horizenglobal @HorizenClips @HorizenLabs @HorizenKR @HorizenFR @HorizenNordics
What is #Tokenmint ?
Where to get #ZEN $ZEN
#Youtube #Zendoo #sidechains
timestamped here without intro: @horizenglobal $ZEN 🎬📽️🎞️🫡
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
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
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
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.
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
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).
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:
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
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)
#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…
#UkraineUnderAttack
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…
#UkraineUnderAttack
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.
#UkraineUnderAttack
Most of this goes to China.
#UkraineUnderAttack
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
#UkraineUnderAttack
This is via the partnership between Nornickel and German chemical / cathode maker, #BASF
#UkraineUnderAttack
#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
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
Follow @GregMiller_BMI @CDMRawles for more
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: dashboard.fastmarkets.com/launch?url=/a/…
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.
1/n Beijing is trying to go green. ♻️🇨🇳
The push for #ElectricVehicles is paying off as sales increased by 160% in 2021
But
This has created fears of shortages in key metals such as nickel, cobalt and lithium.
#China #GeoNews #Economics
The push for #ElectricVehicles is paying off as sales increased by 160% in 2021
But
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
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.
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.
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.
Thread
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.
Thread
Nickel - the battery metal - first. If you short Nickel, you deserve to lose all your capital. Reason: ignorance!
“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
"Glencore will acquire all ferronickel produced from the Araguaia project"
Underinvestment in #nickel project, @Glencore is at mercy of their falling production numbers.
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?
metalbulletin.com/Article/400493…
Now being Chinese?
metalbulletin.com/Article/400493…
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
roskill.com/news/automotiv…
greencarcongress.com/2021/11/202111…
Last I checked, chemistry was 1 part #cobalt for 6 to 8 part #nickel
roskill.com/news/automotiv…
greencarcongress.com/2021/11/202111…
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."
reuters.com/business/billi…
reuters.com/business/billi…
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.
mining.com/bhp-inks-explo…
"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.
mining.com/bhp-inks-explo…
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."
mining.com/kobold-metals-…
"The Gates-Bezos backed firm now has active exploration projects in #Zambia, #Quebec, #Saskatchewan, #Ontario, & Western #Australia."
mining.com/kobold-metals-…
❗️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 benchmarkminerals.com/membership/lit…
This is what @benchmarkmin warned of last year below
To understand batteries you need to know your supply chains #lithium #nickel #cobalt #graphite #manganese benchmarkminerals.com/membership/lit…
How Team @benchmarkmin called an end to the major declines in lithium ion battery prices.
A must read here: benchmarkminerals.com/membership/ben…
A must read here: benchmarkminerals.com/membership/ben…
The way to keep battery costs low and falling is the inclusion and expansion of #LFP cathode which has expanded massively in China
benchmarkminerals.com/membership/ben…
benchmarkminerals.com/membership/ben…
