Discover and read the best of Twitter Threads about #rareearth

Most recents (10)

REPORTER: How many stolen classified docs have been found at Biden properties?"

KJP: "I would refer you to the White House Counsel's Office"

REPORTER: They just declined to comment

KJP: "Well, there you go. You got your answer."

THATS YOUR DEMOCRACY

Here’s a prev thread on your favorite politicians and their corrupt politics
🚨🚨 TRUTH 🚨🚨

Money is the root of all evil. Pharma buys off congress, no action on vaccine side effects & #suddendeaths Image
Read 37 tweets
China’s scrambling to boost domestic reserves base, secure #rareearth feedstocks from abroad

🚨🗺️⛏️

At home, in Laos, in Malaysia, in Africa and Australia:

🧵⬇️

#rareearths #ndfeb #criticalminerals
Earlier this month, China’s Minister of Natural Resources revealed that the nation will soon launch a new round of domestic minerals prospecting and investment to boost the nation’s reserves base and bolster long-term supply security….

⬇️

scmp.com/economy/china-…
In October, Shenghe Resources and Peak Rare Earths signed an MoU for offtake of concentrate supply from the latter’s Ngualla project in Tanzania…

⬇️

themarketherald.com.au/peak-rare-eart…
Read 9 tweets
⚡China's Jan-Nov surplus (in USD terms) $802.04 billion
#Imports +2.0% y/y
#Exports +9.1% y/y
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
#China's Jan-Nov surplus (in yuan terms) 5.34 trillion yuan
#Imports +4.6% y/y
#Exports +11.9% y/y
2/ thread #trade #import #export #economy 🇨🇳 🇺🇸
China November trade balance(in yuan term) 494.33 bln yuan; Est. 486.0bln, Prev. 586.8bln;
#Imports -1.1 y/y ; Est. +7.1%, Prev.+6.8%;
#Exports +0.9% y/y ; Est. +8.2%, Prev.+7.0%.
3/ thread #trade #import #export #economy 🇨🇳 🇺🇸
Read 7 tweets

China October trade balance(in USD term) $85.15bln; Est. $95.97bln, Prev. $84.75 bln;
#Imports -0.7% y/y ; Est. +0.0%, Prev.+0.3%;
#Exports -0.3% y/y ; Est. +4.5%, Prev.+5.7%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
#China October Yuan-denominated trade data
Trade balance +586.81 bln yuan; Prev.+573.57 bln yuan;
Imports +6.8% y/y, Est.+10.0%, Prev.+5.2%.
Exports +7.0% y/y, Est.+12.7%, Prev.+10.7%.
2/ thread #trade #import #export #econtwitter 🇨🇳
3/ #China's Jan-October #trade with
ASEAN +15.8% y/y to 5.26 trillion yuan
🇪🇺EU +8.1% y/y to 4.68 trillion yuan
🇺🇸US +6.8% y/y to 4.21 trillion yuan
🇰🇷Korea +6.5% y/y to 2.02 trillion yuan
#trade
Read 5 tweets
China September trade balance(in USD term) $84.75bln; Est. $80.3 bln, Prev. $79.39 bln;
#Imports +0.3% y/y ; Est. +0.0%, Prev.+0.3%;
#Exports +5.7% y/y ; Est. +4.0%, Prev.+7.1%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
#China September Yuan-denominated trade data
Trade balance +573.57 bln yuan; Est.+564.30 bln yuan, Prev.+535.91 bln yuan;
Imports +5.2% y/y, Est.+8.4%, Prev.+4.6%.
Exports +10.7% y/y, Est.+11.3%, Prev.+11.8%.
2/ thread #trade #import #export #econtwitter 🇨🇳
CHINA JAN.-SEPT. IMPORTS RISE 4.1% Y/Y, EXPORTS +12.5%.
3/Thread #trade #import #export #econtwitter 🇨🇳
Read 6 tweets
JUST IN:
China August trade balance(in USD term) $79.39 bln; Est. $92.40 bln, Prev. $101.26 bln;
#Imports +0.3% y/y ; Est. +1.20%, Prev.+2.3%;
#Exports +7.1% y/y ; Est. +13.0%, Prev.+18.0%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
JUST IN:
#China August Yuan-denominated trade data
Trade balance +535.91 bln yuan, Prev.+682.69 bln yuan.
Imports +4.6% y/y, Est. +6.3%, Prev.+7.4%.
Exports +11.8% y/y, Est. +18.5%, Prev.+23.9%.
2/ thread #trade #import #export #econtwitter 🇨🇳
CHINA JAN.-AUG.IMPORTS RISE 5.2% Y/Y, EXPORTS +14.2%, TRADE SURPLUS 3.66 TRILLION YUAN.-CUSTOMS
3/Thread #trade #import #export #econtwitter 🇨🇳
Read 6 tweets
Renewables require production boom of rare earth materials for clean energy transition. @IEA Critical Minerals Report 2021: Mineral demand for clean energy techn. would rise by 4X by 2040 to meet climate goals. Energy transitions will have far-reaching consequences for mining! ImageImageImage
Meanwhile mining Capex... Large future deficits in metals expected. #metals #miners #EnergyTransition Image
Read 21 tweets
The Senate Committee on Energy and Natural Resources held a hearing on infrastructure this week:

energy.senate.gov/hearings/2021/…

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
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
🇺🇸 🇨🇳 *U.S. WAITING TO HEAR FROM #CHINA ON TRADE DEAL, KUDLOW SAYS - BBG
*KUDLOW EXPECTS U.S.-CHINA MEETING IN MARCH IN MAR-A-LAGO
*TRUMP, LIGHTHIZER ARE VERY CLOSE, KUDLOW TELLS CNBC
🇺🇸 🇨🇳 #CHINA WOULD HAVE TO NOTE ANY FX INTERVENTION UNDER DEAL: KUDLOW - BBG
🇺🇸 🇨🇳 *MNUCHIN SAYS #CHINA #TRADE TALKS INCLUDE 150-PAGE DOCUMENT - BBG
Read 819 tweets

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