Rorat FeiadIend

53 posts

Rorat FeiadIend

Rorat FeiadIend

@Jennifer9430

Apasionada del arte y la música

Katılım Ağustos 2012
53 Takip Edilen29 Takipçiler
Robert Friedland
Robert Friedland@robert_ivanhoe·
The theme of copper tightness continues... @BankofAmerica reported this morning that China's cathode inventories fell by 17% (~34,900 tonnes) over the past week (see chart). There has been a precipitous fall in both LME and SHFE copper inventories since March
Robert Friedland tweet media
Robert Friedland@robert_ivanhoe

Copper is continuing to vanish off the LME. Stocks are down to 308,750t today with 108,725t already flagged for withdrawal. China draws are strong, the import arb wide open, CIF premiums climbing. Now even concentrate TCRCs have gone negative. All signs point to a bullish copper market.

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Robert Friedland
Robert Friedland@robert_ivanhoe·
I’ve worked with extraordinary people all over the world, and Marna stands among the best. This year marks Marna’s 20th year at @IvanhoeMines_. When we started Ivanhoe Nickel & Platinum, as it was called then, we had a handful of employees as well as untested exploration ground off the western edge of the DRC Copperbelt and on the Northern Limb of the Bushveld complex in South Africa. We had yet to make a discovery. Since then, Marna has led Ivanhoe’s rapid development of three tier one critical metals mines. Exceptional ore bodies require exceptional leadership… we are fortunate to have one of the finest mining executives of our generation leading Ivanhoe Mines.
Ivanhoe Mines@IvanhoeMines_

"Everything is either mined or farmed." Marna Cloete, President and CEO of @IvanhoeMines_, on why we went to the DRC to build the tier-one Kamoa-Kakula Copper Complex ... and what it takes to do that responsibly. #WMC2026

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Robert Friedland
Robert Friedland@robert_ivanhoe·
Copper is dirt cheap when you price it against the companies consuming it. The four largest hyperscalers alone are set to spend $700B+ on capex this year. A single 50 MW data center swallows 2,000+ tonnes of copper, and some US builds are pushing 1.2 GW. Do the math.
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Robert Friedland
Robert Friedland@robert_ivanhoe·
Extraordinary times require extraordinary minerals in extraordinary quantities
Sunrise Energy Metals@SunriseMetals

Shortages of scandium and other rare earths are squeezing the Japanese economy due to its overdependence on imports from a single source, geopolitical volatility, and export restrictions, Reuters reports. Japanese corporations are increasingly warning of shortages of rare earths, which are critical to a wide range of applications in next-generation technologies, advanced manufacturing, and defence. This feels like a new-economy canary in the coal mine. Last month, American companies also expressed growing concern about their dwindling and increasingly restricted supply of rare earths due to export restrictions and licensing delays. Japan is perhaps in the most trouble now, but this problem is not isolated to any one country. “Japan's economy took a hit in 2010 during a previous bout of ​trade restrictions,” said @Reuters reporter @SatoshiJournal, “but the effect could be worse this time around now that rare earths have grown in importance in a variety of supply ⁠chains.” Governments around the world have long outsourced the production and processing of scandium and rare earths, and we are starting to see the negative effects of this overreliance come to fruition. Bringing new rare earths projects online and establishing domestic or friend-shored sources is vital to sustaining global economic growth. Projects that establish reliable, long-term supplies of rare earths are becoming increasingly important. Sunrise Energy Metals is developing the Syerston Scandium Project, the world’s largest and highest-grade scandium deposit. Today, scandium is usually mined as a by-product in operations targeting other metals. Syerston will become the first mine designed to specifically target this essential rare earth. Our deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global demand for many decades to come. Find out more about Sunrise Energy Metals’ Syerston Scandium Project: sunriseem.com Read the Reuters article: reuters.com/world/china/co… #RareEarths #SupplyChains #Scandium #Technology

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Robert Friedland
Robert Friedland@robert_ivanhoe·
Check out this great article in The Australian on @SunriseMetal’s successful acceptance into the Government of New South Wales, Australia’s Critical Minerals Royalty Deferral Scheme for our Syerston Scandium Project. We are among the first two projects accepted to the program and have had our obligations to pay royalties to the Government of NSW, to whom we are most grateful, deferred for up to five years. This will be greatly beneficial to our already excellent economics during the early stages of Syerston’s production. And we have not just benefited from support from the Australian Government… As the @australian notes, Sunrise is set “to play a major role in Australia’s critical minerals deal inked with the US. Sunrise Energy Metals managing director Sam Riggall earlier this year said he expected the project, near the town of Parkes, to contribute to Donald Trump’s $12bn strategic stockpile of critical minerals. The project has been deemed of strategic importance under the US-Australia critical minerals partnership, with Sunrise last year also receiving a letter of interest from the @EximBankUS to provide $67m in debt financing for the mine.” Global demand for scandium is only set to grow, as scandium enables many next-generation technologies that have simply been constrained by scandium supply, such as @Agni’s non-volatile memory chips. Our Syerston deposit contains over 32,000 tonnes of contained scandium in mineral resources: enough to meet global demand for many decades to come. Read the article in The Australian: theaustralian.com.au/nation/new-min… Read Sunrise’s full press release: api.investi.com.au/api/announceme…
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Rorat FeiadIend
Rorat FeiadIend@Jennifer9430·
Just tested a brand-new immersive café experience with 360° plant projections u0026 custom aroma blends—working, sipping, and hanging in a living, breathing space is next level.
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Rorat FeiadIend
Rorat FeiadIend@Jennifer9430·
The scars on your hands aren’t setbacks—they’re proofs of showing up, trying again, and turning small steps into growth. That’s what makes today worth looking back on later.
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Rorat FeiadIend@Jennifer9430·
[Passed the CET-6 exam with a total score of 568! All the hard work of practicing listening and reading every day finally paid off. Huge thanks to my teachers and friends for their support! ],
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Rorat FeiadIend
Rorat FeiadIend@Jennifer9430·
Just caught my intern trying to copy-paste a report from 2019 and name it “Q3 2024 Update” — when asked, they said “it felt new enough”
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Rorat FeiadIend@Jennifer9430·
Counting down to Christmas Eve with a warm cup of cocoa u0026 twinkling lights—magic’s in the little, fuzzy moments
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Rorat FeiadIend
Rorat FeiadIend@Jennifer9430·
Start your day with 5 mins of deep breathing! It lowers stress, boosts immunity u0026 sets a positive tone for the whole day. Small moves = big health wins!
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かをりん
かをりん@kaorossi·
Just pulled my first sourdough loaf out of the oven—crusty on the outside, soft and tangy inside! What a perfect Saturday baking win.
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Rorat FeiadIend
Rorat FeiadIend@Jennifer9430·
Just spent the coziest Sunday baking chocolate chip cookies with my little one—flour everywhere, but the laughter Priceless ,
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Rorat FeiadIend@Jennifer9430·
New post-workout treat: grilled chicken + quinoa bowl, loaded with roasted veggies u0026 a squeeze of lemon—light, satisfying, and perfect for fat loss!
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ניתוח שוק מדויק.
Tucked in a tiny Tokyo alley, this mouthwatering matcha tiramisu blends Italian cream with Japanese green tea umami—sweet, earthy, and totally addictive!
ניתוח שוק מדויק. tweet media
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Rorat FeiadIend
Rorat FeiadIend@Jennifer9430·
Just wrapped up a quick day trip to the coastal town—salt air in my hair, sunset in my pocket
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Precise market analysis
Precise market analysis@lordzum·
Con weekend just hit different—met so many amazing cosplayers, snagged exclusive merch, and can’t wait to relive every second #AnimeExpo
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