Rodrigo CM

Lead Strategist | Metals & Mining | Oil & Gas | Energy Transition | Private Investor | Geologist, MBA

[Bloomberg @business]

BHP is resisting an industry being transformed by clean technologies. That's a financial risk, @davidficklig writes (via @opinion) https://t.co/cfoFgkI4Fh

[MINING.COM @mining]

US deploys AI agents to speed critical minerals recovery https://t.co/qDUWqxoUoB

[Rodrigo CM @Geo_review]

Aluminum Supply Crisis Is About To Get Worse | ZeroHedge https://t.co/pSjzdw9AAy

[Bloomberg @business]

Northern Oil & Gas is acquiring a stake in Canadian oil and gas properties, its first foray into international assets https://t.co/T4JvFcBpIC

[Rodrigo CM @Geo_review]

BHP blames tech limits for climate delays - https://t.co/ntLp4wqOid https://t.co/JlbLcZK2HS

[Bloomberg @business]

Angola’s Cabinda oil refinery, among the first to be built in Africa in decades, has started shipping fuel, helping the crude producer bolster domestic supply and reduce reliance on imports https://t.co/OKLY8M6w61

[Reuters @Reuters]

BHP CFO says new investors buying in on copper exposure, AI demand https://t.co/FC4YREE9Za https://t.co/FC4YREE9Za

[Bloomberg @business]

The merger would create Australia’s next major gold producer with annual production of more than 700,000 ounces https://t.co/msMAhkLc4l

[OilPrice.com @OilandEnergy]

Norway is doubling down on upstream investment as Equinor expands drilling activity, targeting 20–30 exploration wells annually to offset long-term production decline. #EnergyMarkets #OilGas #Europe

https://t.co/xwV1JLqNi4

[Gaurab Chakrabarti @Gaurab]

America stopped making titanium sponge in 2020. China and Russia produce 75% of the world's supply. Two Japanese companies, Toho Titanium and Osaka Titanium, supply 70% of America's imports. Sponge is the porous metallic form that every titanium part starts as. In 2018, Titanium Metals Corporation warned regulators that without tariffs the US military would depend on geopolitically risky countries for titanium. No tariffs came. Two years later their plant closed. This month the Air Force announced an $8.4 million program to 3D-print titanium aerostructures. The sponge still comes from overseas. I manufacture chemicals. The same molecular structure that lets titanium survive the most corrosive reactors in our industry is the structure that punishes you when you try to shape it. It conducts heat 30 times slower than aluminum. Machine it and three problems feed each other. The heat stays at the tool tip. The metal bonds to the cutting tool. The surface hardens the moment the tool touches it. Each cut hits a tougher surface than the one before. Aerospace-grade titanium has no substitute. Nothing else matches its strength-to-weight at jet-engine temperatures. Every F-35, Falcon 9, and chlorine plant depends on a metal the US imports.

[OilPrice.com @OilandEnergy]

ExxonMobil beat Q1 estimates with $1.16 EPS as higher oil prices offset Middle East disruptions. Strong refining and trading boosted results despite a 6% drop in global production. #Oil #Earnings #EnergyMarkets #OOTT

https://t.co/Uu3Cqjr5yr

[FT Energy @ftenergy]

After conquering nickel, Indonesia sets its sights on aluminium https://t.co/kMzOKrYwel

[Financial Times @FT]

Adnoc to invest ‘tens of billions’ in push to build a US gas business https://t.co/xYSkitZJeL

[The Crude Chronicles 🛢 @crudechronicle]

A Non-Hormuz related New O&G Post!

117 Years of Oil & Gas Capex

[Bloomberg @business]

Copper smelters in China churned out a record volume of refined metal last month, as surging prices of byproduct sulfuric acid encouraged higher output and aided the industry’s profitability https://t.co/T1zS8xxWPC

[Bloomberg @business]

Alcoa is in advanced talks to sell a former smelter site in upper New York state to bitcoin mining firm NYDIG as part of its plans to dispose of its dormant assets https://t.co/sT5hYlk9tb

[Bloomberg @business]

The US war with Iran gives Latin America a chance to position itself as a steady, energy-rich supplier in a region largely free of major interstate conflict, says @JPSpinetto (via @opinion) https://t.co/N8SmOQiqgK

[MINING.COM @mining]

Bessent urges World Bank to shift funding towards critical minerals https://t.co/HNfM0yxjIB

[Oliver Groß @minenergybiz]

Copper Mining & Cost Inflation:
Copper miners face energy delivery, supply chain uncertainty ⛏️⚠️
https://t.co/JuxGlShdkh $COPX $FCX

[OilPrice.com @OilandEnergy]

Aker BP has brought the Symra field online 9 months early, adding ~60–63 million boe and boosting North Sea output. The subsea tie-back highlights faster, lower-cost developments to sustain supply. #NorthSea #OilGas #OOTT

https://t.co/h3AJbbzvXo