Unknown 🦛

@redbudget1 ! Exactly

@probzunknown In federal diplomacy and trade, a high-ranking official's direct participation serves a deliberate strategic purpose. This specific alignment carries substantial meaning across several key areas.

$AREC: Here are some more pics of the signing ceremony this past week between ReElement and POSCO in DC. So awesome 👏 "Under Secretary William Kimmitt welcomed the POSCO International + ReElement Technologies $200M joint investment announcement to develop and secure rare earth supply chains in the United States 🪨⛓️. Thanks to President Trump's leadership, strong U.S.-Korea alliances are bringing groundbreaking investments into the United States in sectors vital to American security and prosperity." linkedin.com/feed/update/ur…

@shindaniel_ Thanks for sharing!

China’s LFP recycling hit 60%, proving market reality. $AREC (ReElement) owns proprietary chromatography tech with lower Capex and higher yields, securing a dominant cost advantage. Phase 1 starts this year, with full NCM/LFP recycling in Phase 2.

What do you mean? They have signed two major international conglomerates (Mitsubishi & POSCO) to JVs, feedstock & offtake agreements within the past few months alone, let alone all of the unannounced deals that we aren't even aware of. They managed to fully transition a coal business into, what seems like, the US' premier REE refiner and backed by the WH, State Dept, DoW, etc. Those are results.

@probzunknown @BijeanF You know it is my first position, but I do not see Mark backed by results to brag so much

🫡Salute! $AREC

@BijeanF Didn't even realize but damn straight 😅

@probzunknown Great metaphor on Memorial Day 🤣 But yes, I agree! I'm pumped!

$AREC

@markcjensen Let's freaking go! Domination is on the way. They cannot stop what is coming.

What matters: Talk, plans or product being in the hands of our defense and commerical customers that need real solutions. The balance of this year and next year we believe certain companies will succeed and certain will fail and the playing field will be redefined. @ReElementTech, @Amerresources, @electrifiedmat and @royaltymgmtcorp look forward to the competition. For our country, despite the childish behavior of a few of our peers, we hope they work harder to make it a competition. MySpace didn’t do anything but say “we were first” and we all know their fate.

Working on something really cool that I can’t wait to share with you all 🫡

With all the recent developments from China, Russia, Japan, etc. I’ve never been more bullish. $MP $UAMY $AREC The thesis has never been stronger. Domestic critical mineral and rare earth processing is one of the most important developments in decades. Few realize it yet.

@cekdrew I literally love this. Bullish Japan x $AREC. I think we're gonna see a lot of news here in the coming weeks. 🤔

The Most Heated Moment Of The U.S.-China Summit? Xi’s Reported Outburst Over Japan $MP $USAR $UAMY $AREC President Xi Jinping castigated Japanese Prime Minister Sanae Takaichi for her country’s “remilitarisation” in an intense diatribe during his summit with Donald Trump, according to seven people familiar with the meeting in Beijing.   Xi became vocal and agitated when discussing Japan, surprising US officials because the subject had not featured in talks with their Chinese counterparts before the summit. Several people said Xi’s verbal attack was the most heated part of the two-day summit between the leaders.  After Xi lambasted Takaichi and Japan’s rising defence spending, Trump responded that Tokyo had to take a more assertive security stance due to the rising threat from North Korea. It was unclear if Trump mentioned China — the biggest Japanese security concern — in the same context.   Christopher Johnstone, a former top White House Japan official, said Xi’s “caustic approach” to Japan and effort to exploit Trump’s desire for stable US-China relations just affirmed Tokyo’s push for self-reliance in security.  “Xi’s lack of self-awareness is remarkable. His own actions are accelerating the emergence of a much stronger Japan,” said Johnstone. “China’s anti-Japan rhetoric has no constituency beyond its own borders . . . Tokyo is strengthening security ties with partners across the region — including Australia, the Philippines and even South Korea — all of whom worry far more about an aggressive China than they do a ‘remilitarising’ Japan.”  Japan has cited the threat posed by China ahead of that from North Korea in successive annual defence white papers. Since 2023, it has described Chinese military activities and external posture as the “greatest strategic challenge”. A draft version of the 2026 paper focuses on recent incidents of greater military assertiveness by China and expresses “serious concern” over deepening military co-operation between Beijing and Moscow.  Relations between Beijing and Tokyo have nosedived since November when China reacted angrily to Takaichi saying that a Chinese attack on Taiwan could pose an “existential threat” to Japan that would justify it deploying its military. Despite not constituting a change in policy, Takaichi’s remarks sparked condemnation from China.   China has since maintained a steady drumbeat of attacks on Japan, mixing rhetoric with real measures, such as limits on dual-use exports of rare earths. On Friday, China’s foreign ministry said Japan increased military spending by 9.7 per cent in 2025.  ft.com/content/70e922…

@InvestOrTradeX Thanks 🫡

@probzunknown Got it. A dedicated platform might be the way you’re right. I’m sure you will do well you seem to have the right skills and attitude. 💪

I wish there was an easier way to organize my tweets and all of the stuff I wanna write on here. I feel like tweets aren't the right instrument to share all of these thoughts I have and want more organized long form options, but Reddit is literally a garbage platform with losers. 💔

@FahadThoughts97 They sell feedstock into ReElement. Read this x.com/probzunknown/s…

@probzunknown What are the revenue streams $AREC has since they sold most of their holding in Relement?

@InvestOrTradeX What I meant is pretty much using everything that I write as a library of data/info that I can call on in ChatGPT or Claude. Not necessarily just copy and paste into there. Substack is still better than X articles tho

@probzunknown I’m not familiar with the technical aspects but Grok seems to think that you can. Apologies if you have already tried this approach: grok.com/share/bGVnYWN5…

@InvestOrTradeX Maybe. The issue I have with it is that I can't connect my AI tools to it. Thinking about building my own platform

@probzunknown Substack?

@otskarerice 🤝

$AREC 중국이 대만을 둘러싼 양국 간 분쟁과 맞물려 일본에 대한 여러 중희토류 및 기타 광물 공급을 최소 4개월간 중단했다. ------------ @probzunknown 님께서는, 일본의 주요 산업 제조사들이 중국의 HREE가 갑자기 차단되어 발등에 불이 떨어지게 되었을 때, 그 공급망의 Tier1은 $AREC (ReElement)가 될 확률이 높다는 인사이트를 공유해주셨습니다. 미쯔비시와 좋은 비즈니스 관계를 바탕으로, 일본의 산업 네트워크에 그들의 장점을 어필하기 유리해졌다. ----------- 일본의 상황이 급해졌고, 7,8월 부터는 Marion의 대량정제가 시작된다. 대량정제는 회사의 수익창출이 전부가 아니며, 엄청난 영업효과도 가져오며, 점점 뉴스에 $AREC /ReElement 가 자주등장할 것 reuters.com/world/asia-pac…

@kansaijindesu4 Wow this is great! Please keep us American investors informed if you catch anything 🤝

@probzunknown 本当にありがとうございます。$ARECと日本のレアアース銘柄についての関係がよく分かる良記事ですね！ $ARECはすでにNHKなど日本の公共放送でも取り上げられ始めてます。あとはこの夏からの生産実績次第で、もっと注目を集めるでしょう。

$AREC: Some thoughts on the news this week that China cut off Japan from HREEs. Take a look! 🫡

Shin-Etsu would be a GREAT fit for $AREC. It makes the most sense given that they are a leader in global NdFeB magnet production etc. I could totally see that, and they have a wide range of investments and operations across SE Asia - notably where $AREC has been reviewing feedstock (mines) investments. Sumitomo Chemical wouldn't really fit tho. Chemicals doesn't really impact REEs tbh.

Do you think $AREC $SOMMY $SHECY alliance would be a strong catalyst for all, and if so why? I like this crossover; I was researching $SOMMY & $SHECY awhile back because I think they're a necessary component of the compute buildout. Lithography requires specialty photoresist chemicals that they both produce, $SHECY diversifies with their wafers production, and $SOMMY has exposure to batter materials and technology I believe the next big industries to grow will be energy/energy storage & compute power supply chains

@BijeanF So many wonderful options to choose from. We will have to wait and see what Mark has in store 👀

@probzunknown The sleuth work is top-notch, bro! I'm super excited to see who else we're working with. Gonna be a hot summer!

@probzunknown yes very exciting stuff