chris kelly retweeted
Replying to @KellyAlspals @Voz_Dennis
The manufacturer had pressured the government that if they didn't get a discount, it would lose a lot of jobs. Turns out the government eventually didn't care.
Zimbabwe says no justification to delay lithium export ban
mining.com/web/zimbabwe-says…
Argonaut upbeat on ‘extremely cheap’ lithium sector
goldcoastbulletin.com.au/bus…
Lynas plans Brazil rare earths plant with state support mining.com/lynas-plans-brazi…
PLS to go ahead with $2.6b expansion of Pilgangoora lithium mine near Port Hedland
thewest.com.au/business/mini…
PLS lifts Pilgangoora ore reserves as underground lithium inventory grows
australianmining.com.au/pls-…
chris kelly retweeted
US Congress: “Spanish territories in North Africa belong to Morocco”
CIA&Mossad:”Pay agents to spread misinformation and flood thousands of Moroccans across the border”
US Department of State:”Spain fail to protect European borders from illegal Muslim immigrants from Morocco”
🤡
Don’t fall for the fake Fox/GOP outrage. Two weeks ago the House passed a bill that greenlighted the transfer of Spanish territory to Morocco. Every Republican except me voted for it, but now THEY are acting shocked at the invasion.
congress.gov/119/bills/hr859…
congress.gov/119/bills/hr949…
chris kelly retweeted
Concerning..
You need to know this: The Stock markets are now run by algorithms and machines and sentiment analysis models.
These Sentiment models do NOT read a sentence and decide whether it is true. They read who said it, then apply a source authority weight. A head of state carries the highest multiplier in the stack, and no analyst thread will ever match it.
So when the line is that the "Strait is open", that talks are advancing, that normalization is close, the machine does not verify the claim.
It measures that the claim was made, by whom, and how fast it travelled.
Tens of millions of followers plus news channels pickup registers as breadth. Breadth gets read as confirmation. Crude, tanker rates, war risk premiums and defense names reprice inside seconds.
Verification lands hours later, sometimes days. By then the position is closed and the correction moves nothing.
Markets have always moved on information. What is new is that they now move on attribution, and the machinery, AI and sentiment analysis cannot tell the difference between a fact and a well sourced assertion.
Oil still cannot get through the strait of hormuz but the AI does not consider that, it considers that Trump (the actual President of the United States issued the statement and that statement gets ranked the highest, because all news channels and media channels start to report on it).
Read my latest analysis on how the markets are being manipulated here: open.substack.com/pub/ajsign…
Signal, Not Noise!!
chris kelly retweeted
Replying to @HC_Haplo
That’s a myth too many fell for without actual experience on the ground in China..even state owned banks/brokerage’s party committees are limited to internal admin matters such as personnel appointments&strategic compliance..their clients,the quant/hedge funds, are mostly private
Doesn't the state tightly controls the actions of these companies via party comittees?
When I talk about price manipulation in lithium, I'm not talking about some nefarious state actor. I'm talking about companies. Behold the situation on GFEX at the moment. Lithium carbonate inventories in the market have been falling for all this year...GFEX inventories going in the opposite direction, producing an impression of oversupply that is simply not true...that's manipulation!
Pakistan companies move into lithium battery assembly with China partners asia.nikkei.com/business/bus… via @NikkeiAsia
US holds secret Myanmar talks as rare earth minerals at stake timesofindia.indiatimes.com/… via @timesofindia
Japan’s urgency around rare earths reaches a new level
mining.com.au/japans-urgency…
Lithium’s $100B question: Who will build 134 new mines? mining.com/lithiums-100b-que…
Lithium's $100B question: Who will build 134 new mines?
mining.com/lithiums-100b-que…
Churches must comply with law or go to jail. thesaturdaypaper.com.au/comm…
chris kelly retweeted
‘Unacceptable’: corn growers blast #USDA after major crop data error comes to light that they say severely damaged grain markets at the worst possible time for Midwest producers.
Story from @hoosieragtoday
hoosieragtoday.com/2026/10/2…
chris kelly retweeted
Chinese brands go from 4% to 15% in less than 2 years.
chris kelly retweeted
Replying to @sizov_andre
Y los rindes de Argentina también: granos sin peso por la helada de mediados de octubre.....Estar atentos...Un 10 % menos de producción en Arg ?? Muy posible. Veremos. A salir al campo!!















