Dennis Mesina

Working global energy security issues (All views are my own)

[Dennis Mesina @Mesinad]

@roblun1 Nice summary. Thanks

[Dennis Mesina @Mesinad]

@AndreaHotter Helpful episode! Thanks! Interested in learning more about opportunities for governments to work with price reporting agencies.

[Dennis Mesina @Mesinad]

@AndreaHotter Good topic for the next podcast!

[Dennis Mesina @Mesinad]

👀

[EIA @EIAgov]

#STEO update: We are re-running our models to account for the most recent market developments.

We will publish our Short-Term Energy Outlook forecasts Thursday, April 10, at noon.

[Dennis Mesina @Mesinad]

@AndreaHotter Can you share a link for those standards, pls?

[Dennis Mesina @Mesinad]

@AndreaHotter Stockpiling! How does it work for industry (pros and cons), and should governments take it on?

[Dennis Mesina @Mesinad]

Love this @ENERGY and @EnergyAtState collaboration! #criticalminerals

[EnergyAtState @EnergyAtState]

ENR is co-leading a Critical Minerals training for @StateDept staff this week @argonne. Thank you @FSIatState and guest speakers from @coschoolofmines @uaz_minerals @SPGCI @CMEGroup

[EnergyAtState @EnergyAtState]

ENR is co-leading a Critical Minerals training for @StateDept staff this week @argonne. Thank you @FSIatState and guest speakers from @coschoolofmines @uaz_minerals @SPGCI @CMEGroup

[Dennis Mesina @Mesinad]

Have to do better here…

[CNBC @CNBC]

Beijing is doubling down on Latin America ties to bolster influence and trade, experts say https://t.co/no5ltrENAs

[Dennis Mesina @Mesinad]

“The mark of a great soldier is that he fight on his terms or fights not at all”

~Sun Tzu

https://t.co/pFjzpqKEkK

[Andrea Hotter @AndreaHotter]

Syrah Resources says its subsidiary Twigg Exploration & Mining has received a disbursement of $53 million from its loan with the US IDFC for its Balama #graphite op in Mozambique. Loan includes $ for Balama working & sustaining capital; current & future tailings storage expansion

[Dennis Mesina @Mesinad]

Sounds like the Philippines could use some new buyers 🤔 #criticalminerals

[Andrea Hotter @AndreaHotter]

Indonesian #nickel smelters have slowed their purchases of nickel ore from the Philippines after new local mining permits issued recently boosted local supply, sources say. In Sep, total nickel ore imports into Indonesia was over 1.98 million tonnes, +3.39% vs Aug, data shows

[Reuters @Reuters]

Price of China's strategic germanium hits record high on possible state buying https://t.co/TPyK26iZLt

[International Energy Agency @IEA]

Our Global Critical Minerals Outlook 2024 includes an interactive online tool allowing users to easily explore our data on key energy transition minerals

It offers access to demand projections under various scenarios & technology trends

Try it out ➡️ https://t.co/LdYxynN6iH

[Dennis Mesina @Mesinad]

@hilldanr

[International Energy Agency @IEA]

The minerals needed to power clean energy transitions are getting cheaper, but it’s not all good news.

Lower mineral prices are benefitting consumers & affordability, but they’re also providing a headwind for new investment.

More in our new report 👉 https://t.co/k63oTniw3h

[Dennis Mesina @Mesinad]

👀

[MINING.COM @mining]

To meet the copper needs of electrifying the global vehicle fleet by 2050, as many as six new large copper mines must be brought online.

https://t.co/TDRuVrE6me

[Dennis Mesina @Mesinad]

Given project lead times, this should be a “blinking red light” for anyone that believes the energy transition is urgent. #criticalminerals

[International Energy Agency @IEA]

Declines in critical mineral prices have made it harder to attract new investment

In 2023, spending on mining critical minerals rose by 10%, while exploration spending increased 15%.

This growth is still healthy, but slower than in 2022 ➡️ https://t.co/3N0vYaU5sy

[International Energy Agency @IEA]

Our Global Critical Minerals Outlook 2024 includes an interactive online tool allowing users to easily explore our data on key energy transition minerals

It offers access to demand projections under various scenarios & technology trends

Try it out ➡️ https://t.co/k8RRK5mb4R

[International Energy Agency @IEA]

Global Critical Minerals Outlook 2024 comes out tomorrow!

It explores the latest price, investment & production trends for the minerals vital for many clean technologies

And it examines risks to the security & sustainability of mineral supply chains 👉 https://t.co/GciydZCOE3