Thomas Fridrich

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Thomas Fridrich

Thomas Fridrich

@thfridrich

Connoisseur of 🪨⚒🛢🌾 ☀️ 💨🔋& 🧮. Always game for 🥩&🧉. Fooled around in 🇮🇪🇳🇱🇨🇭🇬🇧🇳🇴🇦🇷🇨🇦🇫🇷🇸🇬, now ➡️🇲🇾 and focused on district 🆒ing.

Kuala Lumpur City Katılım Temmuz 2013
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Thomas Fridrich
Thomas Fridrich@thfridrich·
Epic 4000km round trip: started in South Africa, through Botswana, Zambia next, then Zimbabwe, arriving in Mozambique before returning to Africa: adventurous blend of safari, Victoria falls, great Zimbabwe, Mozambique’s sunny beaches and enjoying finally Maputo ☀️ 🦁🦓🐘🦒🦛🛖🏝️
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War on the Rocks
War on the Rocks@WarOnTheRocks·
A NATO training scenario in the Baltics took an unexpected turn. The opposing force was only ten Ukrainians. ow.ly/foQm30sUAZP
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MINING.COM
MINING.COM@mining·
Macquarie says copper is oversupplied and overpriced dlvr.it/TRk8Pb
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Newmont Corporation
Newmont Corporation@NewmontCorp·
Today, we've released our 2025 Annual Report. A transformative year, we continued achieving operational excellence, key project milestones and capital discipline. Click through for thoughts from our Chief Executive, Natascha Viljoen. See the full report here: newmont.com/investors/repo…
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
At 4:11 PM ET, President Trump extended his “pause” of US strikes on Iranian power plants and oil prices fell -6%. 40 minutes later, that entire decline was erased. Markets are becoming numb to the headlines.
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Bloomberg
Bloomberg@business·
The US warned that Iran-backed Houthi militants could start firing on vessels in the Bab El-Mandeb Strait after Tehran raised the possibility of extending barriers to global shipping during the ongoing war bloomberg.com/news/articles/…
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Bloomberg Green
Bloomberg Green@climate·
African export restrictions on crucial battery metals are dealing a blow to Chinese companies that have spent billions of dollars developing mines there to dominate supplies. Read more: bloom.bg/4t4Yiy7 📷: Cynthia R Matonhodze/Bloomberg
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Bloomberg
Bloomberg@business·
Iran has allowed Malaysian vessels trapped in the Persian Gulf to return home through the Strait of Hormuz, the Southeast Asian nation’s prime minister said in a televised address on Thursday evening bloomberg.com/news/articles/…
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MINING.COM
MINING.COM@mining·
RANKED: The World’s Largest Gold Mines Global gold mine production reached a record 3,672 tonnes in 2025, but several top operations are facing significant headwinds. More than half of the world’s top 10 mines—including Nevada, Olimpiada, and Grasberg—failed to maintain prior-year output. From the Grasberg force majeure to aging ore bodies, supply-side flexibility is tightening, just as central banks accelerate buying. 2025 Production Highlights: #1 Nevada Gold Mines (USA): 2,595koz (Barrick/Newmont JV) #2 Muruntau (Uzbekistan): 1,708koz (NMMC) #3 Olimpiada (Russia): 1,357koz (Polyus) See the full Top 20 list and production data here: mining.com/ranked-worlds-… #GoldMining #MiningNews #GoldPrice #NevadaGold #Barrick #Newmont #Commodities
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Thomas Fridrich
Thomas Fridrich@thfridrich·
While some Chinese battery cell and EV manufacturers are benefiting from the war and energy disruptions (not all), market is les upbeat about lithium miners
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Thomas Fridrich
Thomas Fridrich@thfridrich·
Europe sees the price, Asia sees the shortage: Kemp’s analysis is a reminder that demand isn't static. And the pandemic showed mankind can significantly curb oil demand through WFH and reduced travel. If the supply isn't there, these "curbs" could become an effective response
John Kemp@JKempEnergy

Political economy of the energy crisis In a food or fuel crisis, it is often sauve qui peut — every man (or country) for himself. Closure of the Strait of Hormuz is creating a worldwide shortage of oil and gas, triggering a scramble to protect fuel supplies by households, businesses and governments, especially in Asia. But the metastasising web of price controls, subsidies, export restrictions and hoarding, while understandable, threaten to make the shortages worse especially for the world’s poorest people. Most government interventions attempt to mitigate the impact of energy shortages on low income households and essential businesses by shifting some of the burden onto other groups. Export bans, price controls, rationing, subsidies, taxation, borrowing and debt all attempt to shift the distribution of costs and benefits from the one that would prevail under pure market forces. But while the distribution may change the total amount of demand restraint or destruction to meet reduced supply remains the same. In practice, government interventions are most likely to shift the burden from higher-income countries that can afford to subsidise fuel use to poorer countries that cannot. Governments in North America, Europe, Japan and even China may be able to shield their citizens from the full impact of rising prices — but at the expense of more demand destruction in poor countries in South and Southeast Asia ...

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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
Another blow to the global LNG market 🚢🚨 🇦🇺 Three Australian LNG export plants (which provide ~8% of the world’s supply) have had output curbed by a cyclone ⚠️ Some offshore gas platforms were knocked offline by the big storm bloomberg.com/news/articles/…
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The Energy Realist
The Energy Realist@EnergyRealist25·
Japan shorting oil futures - you can't make this up 🤦‍♂️ "Japan would tap its $1.4-trillion foreign exchange ⁠reserves and build short positions in the oil futures market by selling futures contracts to push down prices" reuters.com/world/asia-pac…
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OSINTdefender
OSINTdefender@sentdefender·
According to Reuters, citing an unnamed Houthi leader, the Houthis are prepared to resume strikes against commercial and naval shipping in and around the Bab el Mandeb Strait and the Red Sea, potentially opening a second front against a second key thoroughfare of trade in the region.
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MINING.COM
MINING.COM@mining·
Makor Resources enters Zambia with $30M copper investment plan dlvr.it/TRhjTR
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MINING.COM
MINING.COM@mining·
US agency to take 20% stake in graphite miner Syrah Resources dlvr.it/TRjXYd
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