@ctindale Craig - excellent article, thank you. Very much aligned with @robert_ivanhoe thoughts expressed in his presentations and, frankly, his warnings over the last decade.
You will probably have listened to this already but in case haven’t check out this recent excellent 2 part discussion with Robert, Jeff Currie and @DavidVGreely https://t.co/pmN0TyNrjW. @JoshCrumb@abaxx_exchange
“Welcome to the physical world"
Spending by the world’s largest tech giants has moved into power generation, grid upgrades & data-center construction tied to the #AI boom.
In Part 2, #JeffCurrie & @@Robert_Ivanhoe examine what happens when asset-light business models start to “put steel in the ground."
https://t.co/4etZGv2bz4
Terrific podcast with fascinating insights; a real wake up call for anyone interested in the real world: commodities - mining - and some of the most important issues the world currently faces @robert_ivanhoe@DavidVGreely & Jeff Currie @JoshCrumb #Cu #Copper #Mining #PGM #Silver #Gold #Platinum #Rhodium #Vanadium #crudeoil https://t.co/tN2vkowPJ9
@FerroTV@tomkeene@annmarie@lisaabramowicz1 I was concerned when no bow tie present in Davos! This is big news. The 3 Musketeers were fab-u-lous. End of an era!
Congratulations to @tomkeene on a terrific chapter with Ferro & Brammo, and all the best for a new chapter beginning!
Congratulations also to AMH.