Founder @OpenOre_ — critical minerals intelligence | CEO @GoldleafMining — U.S. mining co. operating in South Sudan | Syracuse Alum & NCAA Champ 🏆
Boca Raton, FL
Joined November 2008
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Kueth Duany retweeted
Update: Oyu Tolgoi's export restriction has lifted.
Confirmed 4 Nov — 13 convoys crossed, the full pre-slowdown rate. Exports had fallen ~70%, to ~4 a day.
Cost while it ran: ~US$300m. The US$1.2bn year-end scenario didn't happen.
Cause was never policy. It was driver ID kit.
Kueth Duany retweeted
Chancellor Haynie was able to catch up with some Syracuse alumni recently and talk about their time here, where they are now and how Syracuse University supported them throughout their journey 🍊
Kueth Duany retweeted
This community is SPECIAL! Thank you to everyone who came out last night. We will continue to work to become our best version for you🍊🧡
A guidance range left unchanged with "towards the lower end" attached to it is a downgrade that never moves a number. Those are the qualifiers that have disappeared by the time the headline is written.
nitter.gq/OpenOre_/status/211750…
Kueth Duany retweeted
Vates has a new website. Proven expertise.
Our founders have been delivering intelligence-led solutions across Sub-Saharan Africa since 2008.
vatescorp.com
Absolutely crazy, so impressive.
BREAKING: Google just proved AI data centers in space actually work
Project Suncatcher's first satellite, built with @planet and launched on a SpaceX rocket with 4 TPUs on board, verified the physics: Google sent a prompt from Earth, a TPU in orbit ran Gemma inference, and the full answer was beamed back down.
SpaceX is launching its StarMind satellites with NVIDIA GPUs on Starship in late 2027.
Kardashev Type II civilization INCOMING
Six announcements this week vs the instrument:
"$303m offtake" → an MOU; C$25m committed
"Canada invests in lithium" → C$1.2m of road
"US$6.39bn RIGI" → US$3.31bn computable
"Resource doubles" → total +18%
"$1.4bn plants open" → producing since Q2
None false. All different.
Kueth Duany retweeted
What 4.4M drill holes change:
1. Target generation by absence — the interesting ground sits beside the drilled ground
2. Checking "underexplored" in seconds instead of on trust
3. Drill density against licence boundaries = what you're actually buying
Collars, not assays.
Three new capabilities shipped: governance & transparency on country pages, fiscal context on corridors like Lobito, and evidence-grade payment histories on assets. We keep building. @OpenOre_
OpenOre keeps shipping. 3 new features, live now: governance intelligence across 55 countries — 101,837 payment records ingested, standardized and linked to the countries, corridors and assets you track. Data from the EITI International Secretariat (eiti.org). 🧵
Kueth Duany retweeted
"Never forget the responsibility and privilege of wearing Syracuse across your chest." 🍊♾️
Wise words from national champ @KuethDuany. The McNamERA tips off on Nov. 2 at the Dome - see you there, Orange Nation!
The ownership of the mine did not change. The destination of the metal did. That is the part of resource competition that never shows up in an M&A screen, and it is the part that moves first.
Mercuria delivered 12,000 t of Congolese copper into Project Vault, the US critical minerals reserve. First physical delivery we have recorded.
It comes from Gecamines' 20% of Tenke Fungurume, a Chinese-operated mine, moved by a Swiss trader.
openore.io
The gap between financing and permission is the whole story in seabed minerals right now. Capital is lining up faster than consent is, and consent is the binding constraint. Worth watching which jurisdictions follow Greenland.
14 Oct: US Treasury asks the World Bank to catalyse deep-sea mining.
15 Oct: Greenland's parliament votes unanimously to ban it to 2029.
16 Oct: the Bank sets US$19bn to 2030, from US$3.6bn.
The money is growing. The permission is not.
openore.io
