better be lucky, then smart!! // Invest in Mining and other stuff // despite being German interested in Uranium and other stuff Germany is not known for
Mal hier, mal dort - City
Joined September 2022
- Tweets4.6K
- Following254
- Followers221
- Likes6.5K
W-to-R retweeted
*CHINA FAILS TO INCREASE RARE EARTH SUPPLY ACCORDING TO US OFFICIALS
*US OFFICIALS SAY CHINA FULFILLS ONLY TWO THIRDS OF RARE EARTH COMMITMENTS
W-to-R retweeted
Tungsten is not copper.
Its market is much smaller.
But that can make supply disruption more powerful.
The IEA ranks tungsten among the minerals with some of the highest supply-risk exposure, reflecting concentrated supply, strategic use and limited substitution.
For me, that's exactly why smaller commodity markets can occasionally create significant asymmetric opportunities.
The key is finding businesses with:
• Genuine scale
• Sensible jurisdiction
• Funding potential
• A credible path towards production
Scarcity only creates shareholder value if management can execute. 🐅
W-to-R retweeted
Lauren McDonald's recent article in @denbizjournal covers last week's conditional approval for Phase One construction of the Donald Project in Australia.
This decision is a major milestone in establishing our first large-scale source of #rareearths and further strengthens our strategy to become a vertically integrated Western-aligned supply chain.
For more information on how the conditional approval further strengthens our growing supply chain, check out the full article: acrobat.adobe.com/id/urn:aai…
$UUUU $EFR $EF2 #EnergyFuels #supplychain #Mine2Magnet
W-to-R retweeted
Madagascar: ~$400M worth of mining projects announced (not realized), 36.3k jobs, >$80M CSR.
As expected, Malagasy gov running out of time on 2026 FDI.
@Energy_Fuels $UUUU has not been named but it's a matter of time...elections are next year... supposedly.
W-to-R retweeted
Back in June I said Japan's carbide toolmakers were next on the chopping board.
October: Kyocera hikes up to 40% and won't promise full allocation.
Union Tool limits 8mm drill bit orders.
Expect to see more price increases in the remainder of 2026.
#Tungsten Carbide manufacturers in Japan are next on the chopping board.
Japanese is one of the largest Tungsten carbide cutting tools producers. They've issued price increase notices several times in 2026, including flagging supply chain issues several months ago.
WF6 is a much smaller market as compared to cutting tools. But given the nature of WF6 market - high purity, and therefore scarce, it's the first segment to fall.
All else equal, I anticipate this segment to fall starting as early as next month, with Fuji Seiko being the first. It will then be followed by Kyocera, Sumitomo and Mitsubishi Materials.
W-to-R retweeted
Chinese copper buyers rushing to secure supply in a tightening market have sent a key gauge of import demand shooting to a record high. The surge in the Yangshan premium — named after a Shanghai port that’s a major hub for Chinese copper imports — over the last couple of months reflects greater competition for the metal both inside and outside the country. (Bloomberg)
W-to-R retweeted
Are Investors Finally Waking Up To "The Great Rare Earth Disconnect"? zerohedge.com/markets/are-in…
W-to-R retweeted
$UUUU Follow-up: Will A$180M of conditional Australian loans carry the Donald rare earth mine to a go decision by end-2026?
🏦 Energy Fuels, a Colorado-based US uranium and rare earth producer, says two Australian state lenders conditionally approved up to A$180M (US$126M) of a proposed A$200M, 10-year loan for Phase 1 of its Donald project
📅 Its Oct 13, 2026 8-K targeted a Donald investment decision for Q4 2026, and the release now says by end-2026, with the last A$20M still sought from commercial lenders
⚠️ The loans fund an Astron joint venture where Energy Fuels owns 15.3%, and must still put in about US$60M cash plus US$14M of shares to earn 49%, against $83.3M cash and investments on June 30, 2026
🔥 That US$60M is about 72% of its $83.3M cash and investments on June 30, 2026, and its October share-sale prospectus lists Donald equity as a use of proceeds, so new stock may fund it
📈 US$126M is about 6.7% of the ~$1.89B market value at $7.56 at 16:00 ET on October 26, 2026, on top of a conditional $725M US Office of Strategic Capital loan from June 2026
✅ In return, Phase 1 should yield about 9,000 tonnes a year of rare earth concentrate, all bought by Energy Fuels, enough for roughly 77% of the existing capacity at VAC, the magnet maker it is buying
⚠️ Nothing is binding yet, since the loans still need definitive documents, due diligence, the commercial lenders' share and final approvals
📅 Next: A final investment decision on Donald is targeted by the end of 2026
Source: PR Newswire release, Oct 26 + SEC 8-K/424B5, Oct 13
W-to-R retweeted
Price of Tungsten, Oct. 26 2026
Prices of tungsten products in the Chinese market have risen sharply, and industry insiders are upbeat in sentiment—especially scrap tungsten traders, who are highly excited, with scrap tungsten prices also climbing rapidly. ctia.com.cn
W-to-R retweeted
MP Materials sits on what Ross Perot Jr. calls "the Saudi Arabia of rare earth" in California. Jim Litinsky bought the company out of bankruptcy and wanted to start making magnets too.
Ross brought him to Alliance in Fort Worth, and at the groundbreaking for the first magnet facility, Jim told him:
"Ross, I can't believe it. It took me three weeks to get the air quality permit in Fort Worth. It had taken me over two years in California."
Then the Pentagon bought 15% of MP Materials and asked Jim for a magnet plant 10 times bigger, right away.
"So now we're building a $1.2 billion building for Jim."
Today I sit down with Ross Perot Jr., Chairman of Hillwood and The Perot Group. Ross founded Hillwood in 1988 and built Alliance Texas, his masterpiece, a 1 of 1 27,000-acre development.
We discuss:
• Why Trammell Crow told him to just build warehouses
• How Hillwood developed Alliance Texas
• How a rare earth company got its air permit in three weeks
• How President Bush helped close Scotiabank's move to Texas
• What the 1992 campaign looked like from inside the family
• The Iran War and why cheap oil prices are on the way
• Why every community should want a data center
• How to keep China from taking Taiwan
• Why he expects markets to boom after the midterms
Timestamps:
(00:00) Intro
(00:42) Why Texas Is Winning the Data Center Boom
(06:20) The Facts Behind the Data Center Backlash
(11:49) Why California, Illinois, and New York Are Losing to Texas
(18:12) How Fort Worth Landed Elon Musk, MP Materials, and Taylor Sheridan
(23:39) Building Alliance for Flying Taxis and Drone Delivery
(27:47) Fighter Pilot Heroes and the First Helicopter Flight Around the World
(34:29) Why EDS Left Dallas and Hillwood Became a Developer
(38:31) Why the Rail Yard Matters More Than the Runway
(44:51) Tariffs and How to Deal with China
(50:35) Deterring a War over Taiwan by 2027
(55:32) The Iran War and the Coming Oil Glut
(59:10) The Case for a Post-Midterm Market Boom
(1:04:34) Smart AI Regulation and the Quantum Encryption Threat
(1:09:24) Buying Land After the S&L Crisis and Trammell Crow's Advice
(1:12:31) Why Circle T Ranch Has Been Replanned 30 Times
(1:17:43) How George W. Bush Closed the Scotiabank Deal
(1:19:11) Inside the 1992 Perot Presidential Campaign
(1:24:34) How Hillwood Runs as a Company of Entrepreneurs
(1:32:04) Why Finding Talent Is the Hardest Part of the Business
W-to-R retweeted
BREAKING: General Motors Cancels Major Supply Agreement With New U.S. Rare-Earth Magnet Factory $UUUU $GM
According to a new Reuters report, General Motors has terminated its long-term supply agreement with German magnet manufacturer Vacuumschmelze (VAC), which recently opened a $500 million rare-earth magnet manufacturing facility in South Carolina.
The facility was designed to produce nearly 2,000 metric tons of rare-earth magnets annually, with approximately 90% of its production originally intended for GM.
Although GM terminated the agreement on July 1, 2026, the details of the dispute were newly reported today.
VAC has since initiated arbitration proceedings seeking damages related to the canceled agreement.
Here’s where things get interesting…
Energy Fuels ($UUUU) previously announced an agreement to acquire VAC for approximately $1.9 billion.
According to Reuters, the dispute could potentially affect the acquisition price as the companies evaluate the financial implications of losing such a significant customer.
reuters.com/legal/litigation…
W-to-R retweeted
From mine to magnet, America is building again. 🇺🇸
At the North America Critical Minerals Summit, @JJovanovicUSA laid out how EXIM financing is turning critical minerals projects into American production. Under @POTUS, we're bringing our supply chains home.
W-to-R retweeted
PAUKENSCHLAG für Brüssel: Peking sanktioniert einen deutschen Mittelständler, die EU gibt nach!
Es geht um Sindlhauser Materials GmbH, ein kleiner deutscher Spezialist für Präzisionsfertigung und Beschichtung, Teil der Lieferkette von ASML.
Peking hat das Unternehmen im Juli sanktioniert, zusammen mit 13 weiteren europäischen Firmen. Sindlhauser bezieht seine seltenen Erden fast vollständig aus China und steht laut Bloomberg binnen Monaten vor dem Aus.
Brüssel verhandelt jetzt über einen Tausch: Die EU streicht ein chinesisches Unternehmen von der Liste ihres 21. Russland-Sanktionspakets, dem vorgeworfen wird, Moskau Komponenten für die Waffenproduktion geliefert zu haben. Im Gegenzug lässt Peking Sindlhauser frei.
Lies das noch einmal. Eine Sanktion gegen einen mutmaßlichen Zulieferer der russischen Rüstung wird verhandelbar, weil ein Mittelständler aus Bayern kein Material mehr bekommt.
China kennt unsere Lieferketten inzwischen offenbar besser als wir selbst!
W-to-R retweeted
Price of Tungsten Oct. 20 2026 After the continuous sharp decline, tungsten prices have finally begun to stabilize and rise, which is a good momentum. It may be driven by the stimulus from the Chicago exchange's preparation for tungsten futures, or by increased purchasing ...
W-to-R retweeted
16 days of #IranWar left coalition forces needing 4,000kg of #tungsten just to replace expended ammunition...
... but US mines produced zero 👌 in 2025. Instead, China accounted for 79% of global tungsten mine production.
“If the war in Ukraine was a wake-up call for the Western defence industrial base, the first 16 days of the Iran conflict are a fire alarm signalling a crisis of endurance” — "Over 11,000 munitions in 16 Days of the Iran War: ‘Command of the Reload’ Governs Endurance"
Across ammunition, missiles and supporting military systems, six critical mineral priorities stand out:
⛏️ #RareEarths, including #samarium
⛏️ #Tungsten
⛏️ #Antimony
⛏️ #Gallium
⛏️ #Germanium
⛏️ #Titanium
🚀🚀🚀🤝⛏️⛏️⛏️
Before America can reload its missile stockpiles, it must first reload its critical-mineral supply chains.
OUR LATEST NEWSLETTER: theoregongroup.com/commoditi… #mining
