Thorsten Schier

Managing editor at Fastmarkets Americas. Steel nerd and King Crimson enthusiast. Opinions my own

[Thorsten Schier @ThorstenESchier]

@C_Rich81 I see a lot of structurals and tubing. Seems a win for steel too 🙂

[Jervois @Jervois_Global]

Jervois’ Celebrates Idaho Cobalt Operations Mine Opening Ceremony https://t.co/wPhC86CZHE
ICO will be the only primary #cobalt mine in the U.S. & produce concentrate that will be refined into metal needed for EVs, energy generation/distribution, defense, & other industries.
$JRV

[Thorsten Schier @ThorstenESchier]

@JoshuaPotash Unless “invaded” is used very loosely, pretty sure my home country Namibia never was. At least not by the British

[Archie @megacontango]

Jefferies on Glencore's trading unit today

[Daniel Hill @hilldanr]

Need 50 more lithium mines, 60 more nickel mines, and 17 more cobalt mines by 2030 to meet country announced emission pledges scenario.

July IEA report - Global Supply Chains of EV Batteries

https://t.co/2PaoVXDO9x

[Fastmarkets Metals & Mining @FastmarketsMM]

Get your free copy of @FastmarketsMM's latest report and find out the 3 key reasons which could spark a new #steel #scrap supercycle in the United States. Read now: https://t.co/BZA8JJwSAu
#FastmarketsMetals #decarbonization

[Rijuta Dey @rijutadey]

SDI's Sinton steel mill will lose 100,000-150,000 tons of production this year due to electrical issues this month #steel
https://t.co/M1SexNG5FV

[Elon Musk @elonmusk]

@DavidSacks Absolutely.

And lithium batteries are the new oil.

[Andrea Hotter @AndreaHotter]

Rio Tinto is investing US$188 million to increase the production capacity for low-carbon, high value #aluminium billets at its Alma smelter in Lac-Saint-Jean, Quebec by 202,000 tonnes. Construction start in May 2023, commissioning expected in Q1 2025

[Andrea Hotter @AndreaHotter]

The structural deficit in battery-grade #lithium is here to stay, says RK Equity’s Rodney Hooper. No brownfield projects are ahead of schedule, greenfields - & qualifying them - will take longer, & inventories are low and need to be rebuilt, he adds #FastmarketsLBRM

[Andrea Hotter @AndreaHotter]

Aqua Metals has plated high purity #cobalt and produced #manganese dioxide from lithium-ion battery black mass. The company has now successfully recovered all the high-value metals from used lithium-ion batteries, including #lithium hydroxide, #copper, and #nickel #recycling

[Rijuta Dey @rijutadey]

The reshoring of supply chains caused by pandemic-led disruptions and "Buy America" requirements are already underway, and will automatically pave the way for the decarbonization of the North American steel industry #supplychains #steel
https://t.co/T02ANdwdd6

[Rijuta Dey @rijutadey]

David Stickler’s private equity firm Global Principal Partners will be building two new electric-arc furnace (EAF) rebar mills at as-yet-undisclosed sites in North America, reports @RobertEngland67 #steel
https://t.co/oj0nhj5Omq

[Andrea Hotter @AndreaHotter]

#Glencore to pay @$1.5 billion to settle investigations by authorities in the USA, UK and Brazil into bribery, and separate US investigations into market manipulation. Swiss and Dutch investigations into alleged corruption remain ongoing

[Andrea Hotter @AndreaHotter]

#Copper friends, if you'd like to attend a v special (free) seminar at the Yale Club in New York on June 8, message me. We have v limited space left. Agenda is *awesome* with CEOs of Freeport, Antofagasta, ERG, La Farga, PMI, C-suite of Glencore, Anglo, BHP, Nexans etc.

[Fastmarkets Metals & Mining @FastmarketsMM]

War in #Ukraine has shed a spotlight on supply shortages of prime #scrap in the US #steel raw material market. At a time of significant challenges & opportunities, is the US steel market entering a new era of domestic sovereignty? https://t.co/gLFtzy4nO8 #FastmarketsSSS

[Fastmarkets Metals & Mining @FastmarketsMM]

Steel Success Strategies 2022 brings together key players, #supplychain analytics, and a dynamic line-up fueled by your questions and business challenges. Join us on June 5 at the Fontainebleau in Miami Beach. Register today: https://t.co/BTA6sNeSeX #FastmarketsSSS #steel

[Andrea Hotter @AndreaHotter]

Peru declares state of emergency in Las Bambas #copper mine districts https://t.co/j68STGGbxi

[Thorsten Schier @ThorstenESchier]

@cheddar Definitely not: Gotham. Place seems a mess

[Thorsten Schier @ThorstenESchier]

@cheddar Upstate NY; Hudson Valley