Harry

Engineer | Ponderer

[cek @cekdrew]

TRUMP MINING EVENT UPDATE

ATTENDEES PER BLOOMBERG:

MP Materials — $MP
USA Rare Earth — $USAR
Energy Fuels — $UUUU
United States Antimony — $UAMY
The Metals Company — $TMC
Rio Tinto Group — $RIO
BHP Group — $BHP
Freeport McMoRan — $FCX
Sunrise Energy Metals — $SRL.ax

Per Bloomberg, some companies are still determining whether they will attend in person and if so, which executives to send, according to the people familiar. Trump is set to be joined by leaders of his National Energy Dominance Council, including Interior Secretary Doug Burgum, executive director Jarrod Agen, as well as White House adviser David Copley.

The event is designed to showcase efforts to help spur critical minerals development and processing, with plans to unveil a handful of a deals and memoranda of understanding, according to people familiar with the summit, who requested anonymity to provide details ahead of a formal announcement.

The event has been in the works for weeks, though there’s been a rush to pull together final details in recent days, with a range of US government agencies tapped to participate, some of the people said.

Specifics on potential deals were not immediately available Thursday. Ahead of the session, White House officials asked government agencies to detail recently closed deals and MOUs that would help demonstrate momentum on the president’s critical minerals agenda, some of the people said.

A White House official said the administration is putting together a historic meeting of mining industry officials as the president advances measures to support critical mineral development. 

Source: https://t.co/wueymf3bAl

[Harry @PhysUndef]

@rekurencja Or wedded to a position that will not close their position and take a loss.

[Harry @PhysUndef]

@Kacper_PK_CH @PraiseKek What your thoughts, how will they finance the 25% of capex to build all the AP1000 that hov promised? They will put out the $500m for each reactor?

[Harry @PhysUndef]

@FinMoose @rekurencja Orano and cameco doing a JV with these two deposits into one would be a big mine. They like to JV in Canada see Dnn.

[Harry @PhysUndef]

@calvinfroedge It’s not cheap to bury all those cables. Overhead is cheaper hence it is done.

[Harry @PhysUndef]

@cekdrew Welcome to the uranium trade.

[Harry @PhysUndef]

@OHare888 @itzjoshuajake Wait till polio comes back. Check out FDR docu.

[Harry @PhysUndef]

@financialsamura Interesting take - so it’s frowned upon to give kids rent free house, but like 20% of top zip codes have parents gift them a house or downpayment which would be like 5years or more of rent. Hmmm what’s the difference?

What is comical are these trust fundies writing for others

[Harry @PhysUndef]

@BonesawMD I think this life is missing in this day and age, times in the past like 100 years ago think it was common for those well off to do so.

[Harry @PhysUndef]

@PraiseKek https://t.co/FjWGrTx1Jk

[Amena Bakr @Amena__Bakr]

This didn’t last long

[Harry @PhysUndef]

@randgroup Good summary, hopefully the miners can receive some love. In desperate need of skills and cash to fund ops, producers struggling to turn on the tap.

[Harry @PhysUndef]

@Geo_papic @JacobShap Think you on track. Chicarito has also said it, clubs demand outrageous sums for the players so why does no Mexican play in premier league or Europe? Can buy 2 Brazilians for price of 1 Mexican player so clubs don’t waste their time trying to recruit Mexican talent.

[Polymarket @Polymarket]

JUST IN: FAA moves to legalize civilian supersonic flights over U.S. land for the first time in 53 years.

[Harry @PhysUndef]

DRC!

[Harry @PhysUndef]

@amlivemon Epic game.

[Harry @PhysUndef]

@aymanalabdul Lucky nobody is alive who retired 100years ago. Sample size 0.

[Harry @PhysUndef]

@PraiseKek @GavMcCracken Looking back(hindsight 20-20) it was easy to see these sentiment trades and hence the interviews almost always align with a top.
As soon as I hear the calls get louder trumpeting their victory I need to get out asap, sector agnostic.

[Harry @PhysUndef]

@NoLimitGains All these 🤡 saying it’s a sure things just put your money into this saylor vehicle and you will making bank ahaha

[Harry @PhysUndef]

@capnek123 Huge volume. Hmmm

[Harry @PhysUndef]

@calvinfroedge We also know that they intervene in the market to push prices. Sooo how do we set the narrative we need