Discover and read the best of Twitter Threads about #mining
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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 🇪🇺.
#Canada imported thousands of #Nazi collaborators and far-right nationalists after WWII as part of a conscious policy, worked out with industrial capital, to smash the organizations of the working class. The #mining industry in particular worked to crush #socialist influence.
In order to grow the economy after WWII, Canadian capital needed to re-open the country to mass immigration to grow the absolute size of the labour force, the source of all value creation. But what kind of new immigrants would be preferred?
"There's one man in the group of recent arrivals who threatened to crack heads when the Communist line is expounded..." Anti-communist workers were preferred because they were subordinate to capital, could be manipulated using religion and nationalism, and would accept lower pay.
If you've heard about a global #Nuclear #energy resurgence⤴️⚛️👂🐦 driving demand for #Uranium that's in a deep supply deficit⤵️⛏️ and wonder how U can invest💵🤔 in this tiny #mining #stocks sector famous for spectacular gains🎆💰😃 here's a🧵 on the various ways U can play.🤠👇
To build your own #Uranium #mining #stocks portfolio📂 of #U3O8 equities traded in #Canada, #USA, #Australia & #UK🛒 U could choose from the holdings of 100% pure-play '@Sprott Uranium Miners ETF' $URNM 🇺🇸🇦🇺🇬🇧🛒⚛️⛏️🤠🐂 #Nuclear #investing #NetZero #ESG🏄♂️ sprottetfs.com/urnm-sprott-ur…
1) The #Uranium #investing opportunity⛏️💰 emerges from an unexpected & accelerating #Nuclear Renaissance🏎️🌅⚛️🏗️ creating unprecedented demand for #U3O8🛒 already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices💲⏫🐂🧵.../2👇
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.
2/4 In our piece, The Role of Critical Minerals in Clean Energy Transitions we stated, " The electrification of transportation is going to require a massive amount of #mining. The stocks are incredibly cheap."
kailashconcepts.com/white-papers/t…
kailashconcepts.com/white-papers/t…
🧵Compilation of 20+ viral #mining #exploration posts.
Please retweet to help other investors learn and make the industry better 💪
Please retweet to help other investors learn and make the industry better 💪
Which regions generate most discoveries?
To build your own #Uranium #mining #stocks portfolio📂 of #U3O8 equities traded in #Canada, #USA, #Australia & #UK🛒 U could choose from the holdings of 100% pure-play '@Sprott Uranium Miners ETF' $URNM 🇺🇸🇦🇺🇬🇧🛒⚛️⛏️🤠🐂 #Nuclear #investing #NetZero #ESG🏄♂️ sprottetfs.com/urnm-sprott-ur…
1)#Russia's war on #Ukraine🪖 led to prices for #Uranium Conversion & Enrichment SWU more than doubling in 2022⏫ in a price wave🌊 cascading down #Nuclear fuel cycle towards mined #U3O8⛏️ as per Cantor Fitzgerald👇 as enrichers switch to "overfeeding".🍼🍼 A thread for U!👨🏫🧵👇2
2)#Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3
🧵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
👇
What were #India’s major hits and misses in #ClimateAction in 2022?
👍Hits:
1. As per the requirements of the #ParisAgreement, India submitted its plan for #NetZero #emissions by 2070 and also updated its NDCs.
🔖 Bookmark this #thread!
1/14
👍Hits:
1. As per the requirements of the #ParisAgreement, India submitted its plan for #NetZero #emissions by 2070 and also updated its NDCs.
🔖 Bookmark this #thread!
1/14
2. Long-term strategy (updated) + Nationally Determined Contributions (NDCs), which reaffirm attention to #climate policy. #India also consolidated its position on climate #geopolitics globally.
2/14
2/14
3. #India announced some big policy changes to upgrade for planned #renewables expansion.
The draft new electricity plan increases the 150GW target of installed #solar capacity by an additional 36GW to 186GW by 2027.
3/14
The draft new electricity plan increases the 150GW target of installed #solar capacity by an additional 36GW to 186GW by 2027.
3/14
10 Bitcoin #Mining Predictions for 2023
It's been a wild ride for #Bitcoin in the past year, but it looks like things could be settling down for public #miners.
Here are 10 Bitcoin mining predictions for 2023, according to @hashrateindex 👇
It's been a wild ride for #Bitcoin in the past year, but it looks like things could be settling down for public #miners.
Here are 10 Bitcoin mining predictions for 2023, according to @hashrateindex 👇
1. The bitcoin bear market will come to an end
The future of #Bitcoin mining is heavily influenced by the price of Bitcoin. Arcane Research's 2022 year-end report shows that the current bear market is similar in length to 2014-15 and 2018, with a peak-to-through drawdown of 78%.
The future of #Bitcoin mining is heavily influenced by the price of Bitcoin. Arcane Research's 2022 year-end report shows that the current bear market is similar in length to 2014-15 and 2018, with a peak-to-through drawdown of 78%.
2. Bitcoin’s hashrate growth will slow down
Hashrate growth in 2022 was fueled by miners expanding during the 2021 bull market. However, the poor mining economics of 2022 will likely lead to a slowdown in hashrate growth in 2023.
Hashrate growth in 2022 was fueled by miners expanding during the 2021 bull market. However, the poor mining economics of 2022 will likely lead to a slowdown in hashrate growth in 2023.
1/4 Anyone see this from @WSJ @TokyoWoods?
#EV assembled outside North America could qualify for subsidies if purchased for lease by #businesses
loom.ly/k-NvAPk
#EV assembled outside North America could qualify for subsidies if purchased for lease by #businesses
loom.ly/k-NvAPk
LiCoO2, LFP, LTO, NMC, LMO y NCA son tipos de baterías de iones de #litio que se utilizan comúnmente en vehículos eléctricos #EVs. Cada uno de ellos tiene sus propias características y ventajas #invertir #mining 🧵👇
LiCoO2: Las baterías LiCoO2 utilizan un compuesto de cobre, hierro y cobalto como material catódico y tienen una alta densidad de energía. Sin embargo, también son relativamente sensibles a los cambios de temperatura y pueden ser menos duraderas que otras baterías.
LFP: Las baterías LFP utilizan un compuesto de hierro y fósforo como material catódico y tienen una baja densidad de energía. Sin embargo, son muy estables y resistentes a los cambios de temperatura y tienen una larga vida útil.
[1/🧵] @Ripple's Green ♻️ Agenda 2030 — Part 1/2
@Ripple as a significant actor in the achievement of the most critical goal of:
🌱 „Goal 13 Climate Action“
In part 1 of this series, I will break it ALL down for you in regards to #Ripple 🧵👇
@Ripple as a significant actor in the achievement of the most critical goal of:
🌱 „Goal 13 Climate Action“
In part 1 of this series, I will break it ALL down for you in regards to #Ripple 🧵👇
[2/33] ⚠️ IMPORTANT NOTICE!
This is typically a heated topic. That is why I will do my best to be neutral, clear, and factual. Expect no guesstimates or personal opinions on this subject.
Everything is stated exactly as it is!
This is typically a heated topic. That is why I will do my best to be neutral, clear, and factual. Expect no guesstimates or personal opinions on this subject.
Everything is stated exactly as it is!
1) The #investing opportunity in #Uranium⛏️💰 emerges from an accelerating #Nuclear Renaissance🏎️⚛️🏗️ creating unprecedented demand for #U3O8🛒 that was already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices.✖️2⃣⏫🐂🧵.../2👇
1/x Commonly asked question. What is a significant #mining #discovery? 🧵
In our book it is upper Tier 2, Tier 1 discovery.
Okay, how do these tiers actually work?
In our book it is upper Tier 2, Tier 1 discovery.
Okay, how do these tiers actually work?
2/x
Tier 1 deposits have NPV greater than 1 Bln USD. Typical discount rate used is 8% i.e. NPV8
They are rare to find! See the graph below from BHP showing frequency distribution of copper discoveries between 1985-2003.
Tier 1 deposits have NPV greater than 1 Bln USD. Typical discount rate used is 8% i.e. NPV8
They are rare to find! See the graph below from BHP showing frequency distribution of copper discoveries between 1985-2003.
3/x
Tier 2 deposits have NPV of 200-1000 Mln USD.
They are also considered significant by many definitions.
Tier 2 deposits have NPV of 200-1000 Mln USD.
They are also considered significant by many definitions.
1/ Daily Report:
Bitcoin #Mining Difficulty Drops Most Since July 2021 as Crypto Winter Cuts Profitability.
UK Finalizing Plans for Crypto Regulation After #FTX Implosion.
Bitcoin #Mining Difficulty Drops Most Since July 2021 as Crypto Winter Cuts Profitability.
UK Finalizing Plans for Crypto Regulation After #FTX Implosion.
2. Daily Report:
Binance sees growth As per crypto data provider #Kaiko's newsletter, the monthly traded volume spiked by 23% to $705 billion.
Goldman Sachs on hunt for bargain #crypto firms after FTX fiasco.
Hong Kong funds seek approval for crypto-linked retail #ETFs.
Binance sees growth As per crypto data provider #Kaiko's newsletter, the monthly traded volume spiked by 23% to $705 billion.
Goldman Sachs on hunt for bargain #crypto firms after FTX fiasco.
Hong Kong funds seek approval for crypto-linked retail #ETFs.
3/ Daily Report:
Nexus Mutual expects $3M loss from Orthogonal Trading’s M11 loan default.
The #ApeCoin stakers will start accruing their staking rewards from Dec. 12.
#Metaverse Fashion Week Returns in Spring 2023 To Highlight.
Nexus Mutual expects $3M loss from Orthogonal Trading’s M11 loan default.
The #ApeCoin stakers will start accruing their staking rewards from Dec. 12.
#Metaverse Fashion Week Returns in Spring 2023 To Highlight.
#Mining with Electric machines: A modern miracle to save the environment or a pipe dream? 🧵
I'll discuss both open pit & underground apps.
For 60yrs, engineers have been innovating electric mining machines b/c they're cheaper. An electric dragline moves 60t each swing.😳1/
I'll discuss both open pit & underground apps.
For 60yrs, engineers have been innovating electric mining machines b/c they're cheaper. An electric dragline moves 60t each swing.😳1/
These monsters are so huge, a ship's diesel engines don't cut it. Way before I was even born, the clever guys worked out its cheaper -on a per-tonne basis- to use electric motors connected to the grid. They work well and are excellent in soft-rock stripping operations. 2/
Mining is about LOGISTICS of moving large masses of material to expose what is valuable & then move the valuable material to extract the metal. All this movement requires a LOT of energy.👇If you have ever dug your own swimming pool, you understand.😏 3/
The realization that such an image is now collectively processed/understood as an impressive example of "#sustainability", amongst many who consider themselves ecologically aware, or even "left", is both terrifying & revealing at once.
#Conditioning
The erasure of nature.
#Conditioning
The erasure of nature.
Image from this article. Nov 8, 2022:
"Per capita figures show that Indian people actually contribute relatively very little to the problem. While the average American emits 14.7 tons of CO2 a year, an Indian person emits around 1.8."
@varunmathur5
edition.cnn.com/2022/11/07/ind…
"Per capita figures show that Indian people actually contribute relatively very little to the problem. While the average American emits 14.7 tons of CO2 a year, an Indian person emits around 1.8."
@varunmathur5
edition.cnn.com/2022/11/07/ind…
What's worse, such "solutions" are not displacing fossil fuels. A digitized economy drives expansion of hyperscale #datacenters. "Hyperscalers" such as #Amazon gloss over their massive energy consumption by securing renewable-power purchase agreements.⬇️
wrongkindofgreen.org/2020/11/28/the…
wrongkindofgreen.org/2020/11/28/the…
The Natural Capital Investment Alliance was created by SMI ("King" Charles - architect of #GreatReset) to serve as a central hub for global corps/finance to scale-up investments into "Natural Capital". #HSBC (Climate Asset Mgt) is a founding member.
👇
sustainable-markets.org/ncia/
👇
sustainable-markets.org/ncia/
2020: #Pollination partnered w/ HSBC to launch Climate Asset Mgt, which aims to be "world's largest dedicated natural capital asset manager"
Pollination: "...with #nature markets valued at more than $7trillion a year, we are in a new era of investing..."
sustainable-markets.org/news/the-smi-s…
Pollination: "...with #nature markets valued at more than $7trillion a year, we are in a new era of investing..."
sustainable-markets.org/news/the-smi-s…
June 8, 2022: "Leading financial institutions partner with #UNECA & FSD #Africa to form the African Natural Capital Alliance (ANCA)" #UK
ANCA is a TNFD (Mark Carney) piloting programme partner.
#Nature as the new asset class.
fsdafrica.org/press-release/…
ANCA is a TNFD (Mark Carney) piloting programme partner.
#Nature as the new asset class.
fsdafrica.org/press-release/…
1) The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../2👇
L’heure du #RevoTips ➡️ Le guide @RevoAvocats du contrôle fiscal en matière de #cryptos (Part 2).
Jusqu’à quand l’administration peut-elle revenir en arrière pour contrôler vos revenus liés aux #cryptos 🕒?
1/14
Jusqu’à quand l’administration peut-elle revenir en arrière pour contrôler vos revenus liés aux #cryptos 🕒?
1/14
Cette semaine on vous parle du délai de reprise de l’administration fiscale.
En bonus : nos #tips pour éviter le délai de prescription allongé.
En bonus : nos #tips pour éviter le délai de prescription allongé.
En principe, l'administration dispose d'un délai de 3 ans pour contrôler vos revenus #cryptos.
En 2022 l’administration peut contrôler 2021, 2020 et 2019 (+ 2018 en raison de la mise en place du prélèvement à la source).
Mais… ce délai peut être étendu à 10 ans dans 2 cas 👇🏼
En 2022 l’administration peut contrôler 2021, 2020 et 2019 (+ 2018 en raison de la mise en place du prélèvement à la source).
Mais… ce délai peut être étendu à 10 ans dans 2 cas 👇🏼
THE BEST #BLOCKCHAIN COMPANIES TO INVEST IN
🔸What is Blockchain Technology
🔸10 x Great Blockchain Companies to Invest in
We dive deeper into this in the thread below
🧵🧵👇👇
🔸What is Blockchain Technology
🔸10 x Great Blockchain Companies to Invest in
We dive deeper into this in the thread below
🧵🧵👇👇
What Is Blockchain Technology?
It is a type of database that is both public & decentralized
Each “block” in a blockchain is a data structure & is recognized by a cryptographic “hash” and timestamp
It is almost impossible to alter/delete anything that has already been added
It is a type of database that is both public & decentralized
Each “block” in a blockchain is a data structure & is recognized by a cryptographic “hash” and timestamp
It is almost impossible to alter/delete anything that has already been added
The blocks make up the chain & the data they contain is kept in a public database
Blocks include information on a transaction, such as cost/date/time & the digital signatures of those involved
Info on the blockchain can be accessed by anybody
Blocks include information on a transaction, such as cost/date/time & the digital signatures of those involved
Info on the blockchain can be accessed by anybody
