William J McCarthy

$LODE We built a process that turns every part of a solar panel into valuable products Now, we’re the first company certified to the R2v3/RIOS Responsible Recycling Standard as a zero-waste solar panel recycling process Comstock Metals continues to raise the bar as the new gold-standard for solar panel recycling ✅ Certified by SERI ✅ Zero landfill ✅ Every part repurposed Link in the comments

@TKSaville @gunsnrosesgirl3 I don’t know. Your original comment seems valid too for those of us who insist on doing things because others say they are impossible. Sometimes the others are right, but not very often.

@gunsnrosesgirl3 Can or can’t…should or shouldn’t, I meant both.

What's a "cheat code" you discovered in real life that actually works

From Lignin to Highly Aromatic SAF! Could this research partnership shatter the synthetic aviation fuel (SAF) “blend wall”?? nrel.gov/news/program/2… Comstock Fuels has partnered with MIT and NREL for solutions that turn lignin into SAF. If integrated into Comstock’s existing (highest yielding) processes, the combination of technologies provides a path toward SAF that is functionally identical to petroleum jet fuel. $LODE

my view: Urban Mining will eclipse traditional extraction by 2035. Why? - 40x less carbon intensive - Supply chain sovereignty - Exponential e-waste growth The circular economy isn't coming. It's already here. #UrbanMining #CircularEconomy

@onechancefreedm It’s not collapse—it’s a controlled demolition of trust in JIT. When system confidence goes, reshoring isn’t optional. It’s survival logic.

The Invisible Shutdown Why U.S. Commerce Has Quietly Seized ⸻ I. The Real Breakdown Isn’t Financial It’s Logistical and Procedural What we’re witnessing isn’t a classic slowdown. It’s an operational freeze caused by pricing opacity, tariff volatility, and a total breakdown in transactional trust. And beneath that, the mechanics of supply chain execution are now actively working against movement. Here’s what people on the ground are dealing with: •Wholesalers importing $1M of goods (say, aluminum rivets from France for U.S. aerospace OEMs) are being forced to pay $350K in tariffs upfront at the port even if the order will be fulfilled just-in-time (JIT) over 6 months. •That 35% effective tariff (25% aluminum + 10% base) is non-refundable and due immediately regardless of how much gets sold, or when. •Bonded warehouse solutions technically exist but they take time to set up, and they’re foreign concepts to procurement teams used to decades of frictionless trade. •Even bonded setups don’t remove risk: tariffs may still be applied at the time of shipment, and if your customer doesn’t want the part later (say, because the engine isn’t ready), you’re stuck holding inventory with unrecoverable duty. •No buyers are issuing new purchase orders (POs) with open-ended language like “we’ll pay whatever the tariff is at the unknown date of import.” That’s a legal and financial black hole. So POs simply aren’t being written. Result: Commerce hasn’t slowed it’s just stopped. Quietly. Piece by piece. Operator by operator. ⸻ II. Macro-Level Cross-Correlations Support the Micro Freeze •Freight volumes are dropping faster than demand data would suggest. •Warehouse utilization is spiking, especially bonded facilities near key ports like Savannah. •Credit isn’t the problem cash is there. But it’s sidelined because companies can’t model margin or delivery certainty. •No significant layoffs yet because even CFOs can’t determine profit/loss forecasts without knowing input costs. ⸻ III. Strategic Interpretation: What If This Is By Design? If you assume this isn’t policy failure but strategic disruption, it aligns perfectly with: •Asymmetric U.S. industrial warfare: Cripple reliance on foreign inputs by making imports logistically and legally unworkable. •DoD “break & rebuild” doctrine: Collapse the global JIT model through policy-induced friction, then re-anchor strategic manufacturing under sovereign control. •Transactional sabotage: Don’t kill commerce just make pricing unknowable, and watch transactions evaporate without firing a shot. From that lens, the absence of rerouting incentives or emergency mitigation plans makes perfect sense. The paralysis is the plan.

Urban Mining is one theme you don't want miss Comstock is leading the way

Recycling solar panels = a power move for America’s energy & material security, w/real economic cost savings and ↗️ resiliency for the U.S. domestic energy supply chain and solar manufacturers. $LODE It’s not about going green. Though that’s a lovely color. And Leprechauns and Gaelic bridge trolls 🍀🧌 agree that smart energy use that keeps the pots of gold and rivers clean is good for business. It starts w/being systems smart. (As in systemic = circular ♾️ material recycling). And staying strong. (As in resilient, domestically secure). 💪 Cheaper, cleaner, more resilient, homegrown energy system = stronger American economy and stronger American industrial base. 🇺🇸 New tariffs on imported aluminum means the U.S. just got a wake-up call, too. Based on the math for 50% of imported aluminum (conservative), the tariff increase could result in over $800 million in additional manufacturing costs annually, assuming constant import volumes and prices. We import over 44% of our aluminum in this country w/much of it from China, Russia, and the Middle East. We can’t afford to throw it away (landfills), stockpile (because plastic residue), or ship overseas any metal that ends its useful life in a single product. Why? -95% less energy to recycle aluminum than make it new -Retired solar panels = millions of tons of recyclable aluminum -Clean energy demand will double aluminum use by 2050

$LODE #GOLD 🪙🪙🪙

it’s nearly time for American metals to reprice the market IYKYK

this is what facing reality looks like in practice it's not luck and it's not for weak hands commitment to the goal overcomes all obstacles Corrado shares his core philosophy and ways of thinking for all to see in this interview if you want to understand $LODE and how we work differently check it out

In his latest interview, released today, Comstock's CEO @CDe_Gasperis provides more details on Comstock Fuels' ongoing licensing and development activities including recent announcements. Link in the comments. $LODE

think for yourself, do your own research… question the false narratives pushed by anonymous accounts beware these liars trying to separate you from your $ they can falsely attack us all they want, we won’t hide, we disclose everything read our public filings to find the real truth about the value we have created and continue to grow on behalf of our shareholders Comstock Strong 💪 $LODE

💪💯 $LODE