Rodney Hooper

Is #EV demand real? @VW sees 10,000 orders in less than 24 hours. Now imagine what demand would be like with 300+ models to choose from across all OEM's. It all starts next year - where will all the batteries come from? #lithium cnbc.com/2019/05/09/vol…

While most eyes are focused on hydrocarbons in the Middle East, keep an eye on #Lithium in China as well... Some data providers flagged a weekly reduction in inventories, and prices have bounced over the past few days. We seem to be establishing a reasonable trading range at

“Hedge funds all consider you guys rare earth.” That may be the tell. Jon Evans — CEO of @LithiumAmericas, former FMC lithium head, now building Thacker Pass with GM, Orion and the DOE — joins us to explain why one of the most strategic US lithium assets is still being traded

BYD registrations jump 162% in Europe, beating Tesla again BYD's new car registrations in Europe reached 17,954 units in February, narrowly surpassing Tesla's 17,664 units once again. cnev.co/d7wiN38 👇

AI Drives Lithium Demand; EVs Take a Back Seat | Benchmark’s Iola Hughes youtu.be/JkxpsIDmMGM

OK, let’s get this out in the open so we all know where we stand. I’m a long-term #copper bull. But I’m a short-term copper bear. And this is why. I was both a long-term and short-term copper bull in 2008 – the last time we had a long-term global recession [obviously I’m not

EV Demand Surges Across Asia After Energy Shock Sends Consumers Into Panic Mode zerohedge.com/technology/ev-…

Watt’s next for battery demand in 2026? Benchmark forecasts 16% growth to 2 TWh. EVs +9%, BESS +57% We spoke with @RhoMoIola: • EVs vs BESS • China exports • LFP vs sodium-ion 📺 youtu.be/JkxpsIDmMGM

Big news @AtlanticLithium Congrats Keith Muller, Amanda Harsas, Neil Herbert and the rest of team on what is indeed a watershed moment for the company and Ghana. Considering recent Core Lithium financing, $PLS/Canmax off-take and many other indicators of the strong demand for

The BESSt is yet to come… #Lithium Demand shock…

"Mining today represents just 1% of the S&P 500." — @robert_ivanhoe, remarks in the Oval Office #NotSustainable. Tomasz Nadrowski’s new book Mineral War and @ctindale's viral Return of Matter thesis frame the challenge: stateless (financial) capitalism vs. state (material) capitalism. China has mastered the industrial middle - Processing. Refining. Smelting. Manufacturing. A HALO Effect - Heavy Assets. Low Obsolescence - has only just begun for the Physical AI investment thematic. Carlyle’s Jeff Currie sees a Great Rotation underway — a shift from the tech equity boom toward commodities and real assets after years of underinvestment. Beijing’s new Five-Year Plan doubles down on strategic materials. But fossil fuels still matter to the Middle Kingdom. When Trump eventually visits Xi in China, could last October’s rare-earth détente evolve into a G2 Mineral Peace? Tolstoy, Tzu & Trump: War & Peace meets The Art of War meets The Art of the Deal. Latest Lithium-ion Bull Issue 111: Mineral War & Peace 👇

I think the most dangerous thing that I see in markets currently is this assumption that, as soon as the war ends, commodity production will just switch back on again. It won’t. It can’t. Commodity production is not like a manufacturing plant where you just line up your raw

How fragile is the critical minerals supply chain, really? Pod up 🔥 • Sulfur shock risk • Aluminum squeeze • Rare earths + China plan • Chinese EV slowdown • Lithium market update youtu.be/lRi8vv5NhEw

There are so many things to talk, think and write about at the moment, but I want to make a few comments on #aluminium. It’s not a sexy sector like copper and has been out of vogue for much of the past 20 years. I think that should change. Here’s why: - Global aluminium exchange inventories are at critical levels – about 4 days of consumption at the end of January versus a 10-year average of roughly 14 days. Copper exchange inventories, by contrast, are around 13 days of consumption, close to their long-term average. - China, which drove most aluminium supply growth over the past two decades, has imposed a production cap and appears to be sticking to it. No more structural overproduction from China. Its days as a huge net exporter look to be over. - Meanwhile the GCC and Indonesia have been the second and third fastest-growing sources of new aluminium supply over the past decade. The GCC alone now accounts for roughly 9–10% of global supply. - The two key inputs for aluminium production are power and alumina. Gulf smelters benefit from cheap power, but they import most of their alumina by sea through the Strait of Hormuz. And currently those shipments are disrupted. One smelter has already shut down and others have declared force majeure. - Aluminium is produced by electrically reducing alumina in high-temperature cells known as “pots.” Each pot produces a few tonnes per day. 100–400 pots form a potline, and several potlines make up a smelter. - Most smelters carry 3–4 weeks of alumina inventory. Operators can stretch that by lowering current, reducing feed or shutting some pots, which may extend operations to roughly 6–8 weeks. - But once pots cool and freeze, restarting is not quick. Operators must remove solidified metal, rebuild linings and recommission the cells. Restarting potlines can take months and a full smelter restart can take 6–12 months. - So if the Strait of Hormuz disruption lasts another few weeks, roughly 6–7% of global aluminium supply could be offline for much of a year – at a time when inventories are already extremely tight and aluminium is critical for rebuilding structures, power infrastructure, aerospace, defence, autos, batteries and renewables. That’s why I’m increasingly constructive on aluminium – and surprised the market isn’t paying more attention.

📊 #MinorMetals Scoreboard, February 28, 2026

"These Are State Projects. Free Markets Won't Build This" @biglithium breaks it down: • DLE's make-or-break phase • Arkansas/Smackover lithium • Why China still sets pricing • Magnesium's national security role 📺 youtu.be/5XLDM6h1qOY

RT @RKEquityRocks: 📊 #Aluminum Scoreboard, February 28, 2026

Some thoughts on the metals and materials that can benefit from disruption in the Middle East that people may be forgetting while they focus on oil and gas... #lithium #rareearths #graphite #anode #antimony #tungsten #aluminium blog.rkequity.com/2026/03/09/its…

📊 #Nickel Scoreboard, February 28, 2026

RT @RKEquityRocks: 📊 #Graphite Scoreboard, February 28, 2026