Selva Freigedo

Freelance writer | Traveller | Storyteller

[Selva Freigedo @SelvaFreigedo]

"Many of the best things in life grow along the way.

Start hanging out with someone and love grows along the way.
Start exercising and motivation grows along the way.
Start writing and inspiration grows along the way.
Start now and let the feeling follow."

@JamesClear

[Daniel Jimenez Sch @D_Jimenez_Sch]

Mineral Resources confirms it has entered into an Implementation Agreement with the Deed Administrators of Alita Resources Limited (Alita) regarding the proposed acquisition of the Bald Hill lithium mine in Western Australia.

Outcome unclear
Consolidation happening

[Joe Lowry @globallithium]

Good news for #EV sales is good news for #lithium https://t.co/Wm0aEonG49

[Visual Capitalist @VisualCap]

Charted: America’s Import Reliance of Critical Minerals 🇺🇸

From @VCElements—bridging the gap between global trends shaping our future, and the raw materials powering them ⚡

https://t.co/hfEkm1M3Bn

[Richard Duncan @PaperMoneyEcon]

This chart shows that Base Money is contracting in the US, just as it is in Europe and the UK.

Tightening Global Liquidity should cause investors sleepless nights.

Read more:
https://t.co/770G1LQ9BK

#QT #Money #Dollars #Euros #Pounds #Fed #ECB #BOE

[Lisa Abramowicz @lisaabramowicz1]

Saudi Arabia’s stockpile of US Treasuries has fallen 41% since early 2020, to the lowest level in more than six years. China sold $11.3 billion of the debt in June to bring its holdings of US Treasuries to the lowest level since mid-2009. https://t.co/BWcP6JWRnt

[Daniel Yergin @DanielYergin]

Demand for critical minerals and copper heats up 1 yr after Inflation Reduction Act. Our new @SPGlobal study shows demand materially higher by 2035 than what was projected pre-IRA.

Lithium: +15%
Cobalt: +14%
Nickel: +13%
Copper: +12%

Full Report: https://t.co/GAEClwZ2I9

[Joe Lowry @globallithium]

Clearly major miners struggle understanding #lithium. Newsflash: it is a chemical biz. @RioTinto wasted time & money dithering over a strategy. They will have to pay a premium to become a player. Congrats to @Patriot_Battery on the $ALB investment. https://t.co/8FUrZLkmUL

[Joe Lowry @globallithium]

Bolivia is in the 4th decade of talking up their “lithium potential” but despite MOUs & “deals” with multiple players nothing of substance happens. Is something different this time? I have my doubts.

https://t.co/uIn12JyANE

[International Energy Agency @IEA]

Record deployment of clean energy technologies like solar & EVs is driving unprecedented growth in the market for the minerals needed to produce them

The critical minerals market has doubled in size over the past 5 years, reaching $320 billion in 2022 👉 https://t.co/On9qkeGgRW

[RethinkX @rethink_x]

“The shift from fossil-based fuels such as oil and coal to renewable sources like wind and solar -- is estimated to become a USD 23-trillion market by 2030, US Energy Secretary Jennifer Granholm said on Tuesday”

https://t.co/hwg17gZtIT

#SolarTrillions

[Lisa Abramowicz @lisaabramowicz1]

Americans are having a much harder time accessing credit. The rejection rate for loan applicants jumped to 21.8% in the 12 months through June, the highest level in 5 years: Fed data. The rejection rate for auto loans exceeded the application rate. https://t.co/Ag5BnmDKlP

[Joe Pompliano @JoePompliano]

Lionel Messi’s MLS introduction is surreal to watch.

He won the World Cup eight months ago and was voted the tournament's best player.

Miami’s stadium is sold out in the pouring rain and fans are buying $200 jerseys outside.

A historical moment for MLS.

[Danielle DiMartino Booth @DiMartinoBooth]

CRE implosion in a normalizing rate environment is a global phenomenon

SBB, one of Sweden’s biggest commercial landlords will halt dividend after sufferingratings cut…another sign funding squeeze gripping Sweden’s leveraged property sector worsening

cc @danjmcnamara
@business

[Joe Lowry @globallithium]

The biggest #lithium story of the year: @MorganStanley finally makes a reasonable call. Trend or typo? Their price call is still off although they seem to know it. https://t.co/pXRtssR5Bm

[Danielle DiMartino Booth @DiMartinoBooth]

Banks cited expected deterioration in credit quality of their loan portfolios & customers' collateral values, a reduction in risk tolerance & concerns about bank funding costs, bank liquidity position & deposit outflows as reasons to tighten…rest of 2023. https://t.co/45B9o75DNU

[Joe Lowry @globallithium]

A PSA: when I tell you the global average price for #lithium will be higher in 2023 than 2022, I am not guessing. As time passes, data backs up my call as do Q1 reports. From the $LTHM earnings call. The China spot is “A” price not “THE” price.

[Fortescue Future Industries @FortescueFuture]

The Inflation Reduction Act kicked off a global race to the top for #GreenEnergy.

Australia has to keep up.

Great to see the Assistant Treasurer in @Australian arguing for government to work with business to drive investment and create jobs in green industries.

@StephenJonesMP

[Daniel Yergin @DanielYergin]

“Big Shovel” will increasingly compete w/ “Big Oil” as mining ramps up to supply the vast increase in minerals for energy transition. But there remains a very big gap between Net Zero aspirations and the availability of supply. My latest in @WSJ. (1/2) https://t.co/jMhiCaLea9

[Peter Schiff @PeterSchiff]

Central Bank Gold Buying Shows No Sign of Slowing Down @schiffgold https://t.co/wyaxz1Mkoo