TheArchitect
12.7K posts
@TheArchitect_HC
💫 Full-Time ASX Capital Growth Investor & Trader (19yrs) Chartist & Fundamentalist ( Posts Are Personal Opinion Not Financial Advice) ZERO Tolerance for Trolls
We've commenced refurbishment works at our 100%-owned Dutch Mountain tungsten processing mill in Utah, USA, with all equipment for full refurbishment identified and ordered, allowing works to commence. An estimated refurbishment cost of US$400,000 is required to bring the processing facility online, with refurbishment works including plant cleanup, equipment relocation, installing new equipment, electrical wiring, monitoring systems, new cyclones, refurbished crusher and sorter, shaker table installation and pumps, and expected to take approximately 6 months to complete. The mill processed ore from the Fraction Lode Mine as recently as 2017, with feedstock for tungsten processing to be supplied from the historical Fraction Lode Mine, assisting with alleviating the longstanding bottleneck in the Clifton Mining District. Jack Webby has been appointed as lead Project Manager to oversee all construction activities at Dutch Mountain, bringing 10 years’ experience in consulting to the resources sector across a range of commodities and across the whole of mine life cycle and on site operations. Read the full ASX Announcement here: wcsecure.weblink.com.au/pdf/AT4/030733… #AT4 $ATALF #Tungsten #CriticalMinerals #Utah #DutchMountain #FractionLode #Mining #ASX
China is effectively pulling the plug on sulphuric acid exports starting in May, sending a tremor through the global commodities market. This move follows a sharp spike in sulphur pricing triggered by the ongoing conflict in the Middle East — a region that typically commands over 40% of the world’s sulphur exports. By halting outbound shipments, Beijing is clearly prioritizing domestic stability over international trade. The Global Ripple Effect To put this in perspective, China moved 4.6 million tonnes (Mt) of sulphuric acid last year. The sudden disappearance of that volume creates a massive hole in the supply chain, specifically for: ▪️Chile: The hardest hit, previously absorbing ~1.5Mt of Chinese supply. ▪️Secondary Markets: Indonesia, Africa, and the Middle East also rely heavily on these exports. Why This Matters for Copper While the fertilizer industry is the primary consumer of sulphuric acid, the real "black swan" risk here is copper. In Chile, Solvent Extraction and Electrowinning (SxEw) operations are highly dependent on acid availability. Last year, Chile produced 1.15Mt of copper via SxEw—a volume rivaling the entire output of the DRC. If these supply disruptions persist, we aren't just looking at a fertilizer shortage; we're looking at a potential squeeze on global copper cathode production. $COPPER $FCX #China #Chile #SupplyChain #Geopolitics mining.com/prolonged-horm…
