Bogdan_Avi

$intc let's fill that f'cking gap in the 60s! Good luck fellas

$lgo Damn it has been tough for Largo. We know Q2 will be strong after tarrifs were slashed, all this inventory stored as of Q1 will provide liquidity at higher prices in Q2. Iron ore , PGM/copper, tungsten assets, they have to make some deals to roll debt for 3 years. US DOD ?

$bak just sold some braskem

China's MNR just released their achievements in 14th Five-Year-Plan (2020-2025) RMB33 trillion mining economy 14 minerals — #1 reserves globally 17 minerals — #1 production globally Highly concentrated in processing minerals Full list below. Megathread.

Bought some Intel puts

China’s vanadium flow battery sector continues to scale rapidly. Liaoning Province has launched two new 100MW/400MWh vanadium flow battery energy storage projects involving Dalian Rongke, HJF, CGN and Huaneng Group. The projects mark another major step in the transition of #VanadiumFlowBatteries from demonstration projects to large-scale grid deployment, supporting renewable integration and long-duration energy storage development in China. shorturl.at/tlMFf #Vanadium #EnergyStorage #LongDurationEnergyStorage #VFB #CleanEnergy #RenewableEnergy #ChinaEnergy #GridStorage #EnergyTransition #LDES

$mstr bought puts

Vanadium is moving beyond flow batteries. MK Plus is advancing 𝘃𝗮𝗻𝗮𝗱𝗶𝘂𝗺 𝘀𝗼𝗹𝗶𝗱-𝘀𝘁𝗮𝘁𝗲 𝗯𝗮𝘁𝘁𝗲𝗿𝗶𝗲𝘀 toward commercialisation, with EU manufacturing secured and a 2.5 GWh order in Austria. Fast-charging, safer, longer-life storage is coming. shorturl.at/1Rstp #Vanadium #EnergyStorage #Batteries #SolidState #VFB #CleanEnergy #GridStorage #EnergyTransition

@mrworldwide3056 ....vanadium moving > $15 is the key for > 6 months

Italian “Dolce far niente” “The sweetness of doing nothing” Perfectly captured 👇 (Location: Villa d’Este, Cernobbio, Lake Como, Italy 🇮🇹)

MAGA: “Europeans are freeloaders! We pay for NATO. We pay for everything! We’re leaving.” Europeans: “Okay. Cheerio.” MAGA: “We’re packing up! No more handouts. You’ll be screwed without us.” Europeans: “I’m sure we’ll manage. Bye then.” MAGA: “Better start learning Russian. You won’t last 15 minutes without us. You’re a bunch of pussies!!!” Europeans: “Still here?” MAGA: “We’ve got 300 aircraft carriers and 10 gazillion rockets and space lasers! You europoors still have cannons!” Europeans: yawn in French, go for three-hour lunch. MAGA: “USA! USA! USA! You’ll beg us to come back!!!” Europeans: order a second bottle of Chablis.

CASH IS KING. BUT PASSPORT IS QUEEN 🇩🇪 Germany quietly changed conscription laws. Now, any man between 17 and 45 years old needs a permit from the German military to leave the country for more than 3 months. I've been warning you: a mobility freeze (like what they already did with endless lockdowns) is comparable to a cash seizure. So if you're a wealthy European, get yourself a Plan B passport and Bitcoin in self-custody.

Longling County (Yunnan, China) has signed a CNY 2bn vanadium flow battery project spanning energy storage and manufacturing, supporting China’s dual carbon goals and accelerating Yunnan’s growing storage sector. A strong boost for the green industry and regional development. shorturl.at/UNMBV #Vanadium #EnergyStorage #FlowBatteries #CleanEnergy #NetZero #China #Renewables

LB Group has commissioned a 𝟮𝟬,𝟬𝟬𝟬 𝗺³/𝘆𝗿 𝘃𝗮𝗻𝗮𝗱𝗶𝘂𝗺 𝗲𝗹𝗲𝗰𝘁𝗿𝗼𝗹𝘆𝘁𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 in Jiaozuo, China, strengthening the supply chain for vanadium flow batteries and long-duration energy storage. A key step in scaling advanced materials for the energy transition. shorturl.at/Gw1Nr #Vanadium #EnergyStorage #VFB #BatteryStorage #CleanEnergy #China #LongDurationStorage

@Edark94 Cool Tungsten deposit slide from todays GGP announcement. listcorp.com/asx/ggp/greatl…

@Jkylebass @anders_aslund EU must leave Trump and Israel fight this madness alone! This is there mistake and they have to pay the price.

@anders_aslund France 🇫🇷 surrendered before it all started. The madness was appeasing a regime dead set on building multiple nuclear ☢️ bombs.

Very wise of France! No European country should join Trump in his madness.

Absolutely relentless. $2,500 per MTU APT A quarter of a million dollars a tonne, $7.77 an ounce. #Tungsten is now a precious metal. The market stress is palpable. Severe financing pressure for small and medium sized players. Hoarding. Rationing. Stockpiling. Next stage is panic.

$oxy sold all the calls yesterday before oil closed the gap. I thought that might be wrong move, but maybe ir was the right one. Nice profit for a month and a half

$oxy bought calls if things get bad in Iran. If Hormuz is closed even for weeks, oil is going straight to 120 or ATH. I think it is hard to believe but makes sense if attacks happen after the recent civil uprising. If silver can go to 120, why oil can't go to 200 in months.