David Abraham

Author, Elements of Power (2015). Speaker and a bit more. From White House to Wall St; African villages to Japanese think tanks. Rare metals, Green, Technology.

[David Abraham @abrahadave]

Enough with #Japan finding more #rareearths in the ocean. This is a repeat of 2011. Great academics, not economics. https://t.co/tbysXM3D6h @cberry1 @

[David Abraham @abrahadave]

HuTong Hot Pot now has its own foreign policy--and it's #China's. A worrisome trend that will only breed suspicion on all sides.
@TheAnalytic @thechinaprice @ChinaBeigeBook

https://t.co/p5yec81VdI

[David Abraham @abrahadave]

The people are critical, not the mining. #tesla batteries need engineers to process lithium. Rare minerals are easy to find, the process to extract them, not so much. @sdmoores @cberry1
https://t.co/d2hJqfXg5d

[David Abraham @abrahadave]

It’s hard for Apple to burnish green credentials when it incentivizes junking old #iphones. Piles of #ewaste #circulareconomy @Revkin https://t.co/DZ3sNIrxiH

[David Abraham @abrahadave]

So #trump signs a #criticalminerals order to produce lithium domestically. China boasts the same. The new "resource security" race. The focus is too much on mining, not enough on the next steps. @benchmarkmin @cberry1 https://t.co/1nPLcUpDia

[People's Daily, China @PDChina]

A 519,500-ton lithium deposit was found in Southwest China's Sichuan this year, which is expected to reduce China's reliance on imports as energy experts call for its protection and the creation of a strategic reserve

[David Abraham @abrahadave]

For a China acquiring #LDCMetals is a smart move to ensure supply and get better market insight--part of #madeinchina2025 strategy. But who is #AXAM Asset Management behind the deal?

https://t.co/TJ9n5UUAXy

[David Abraham @abrahadave]

@Rory_Johnston In light of #criticalminerals EO a timely choice. Enjoy!

[David Abraham @abrahadave]

@anthony_lipmann @benchmarkmin @cberry1 @eilperin “people need to also realize is that if mining doesn’t happen in the U.S. with relatively good regulations, it happens in far flung places with much worse ones. On a planetary basis, that’s not good.” https://t.co/HEBoqq9Y1N

[David Abraham @abrahadave]

@anthony_lipmann @benchmarkmin @cberry1 @eilperin My hope is that in an American First administration, the goal isnt total self-reliance.

[David Abraham @abrahadave]

Trump's #criticalminerals EO is nuanced - is it pretext for reversal of enviro regs or smart approach to supply line investment - depends on next steps. Either way US never mineral self-reliant @benchmarkmin @cberry1 @eilperin https://t.co/HUyFKRr9LI

[David Abraham @abrahadave]

With #Tesla, China will own the road. And all the #EVs and #batteries on them @cberry1 @sdmoores @TheAnalytic https://t.co/M4RHHSC8Cb

[David Abraham @abrahadave]

@hjesanderson @FT EVs are more than an environmental play for #China, but a way to dominate the next generations of #manufacturing. @TheAnalytic @cberry1

[David Abraham @abrahadave]

The reason #China is driving the race for #cobalt #lithium and #batteries is its unending need for EVs https://t.co/FBJxpKxBlF

[David Abraham @abrahadave]

The new great race for #batterymaterial accelerates. Hello #cobalt #lithium #graphite. @cberry1 @benchmarkmin https://t.co/69UZOsl6YT

[David Abraham @abrahadave]

The US can't keep #Molycorp solvent, but somehow it wants to develop one in Afghanistan? #ree @cberry1 https://t.co/t5kTlrvYoT

[David Abraham @abrahadave]

Think #China doesnt detrmine price for #raremetals? #Tungsten on rise following #rareearths @TheAnalytic @cberry1 https://t.co/8ROxXvE4Wx

[David Abraham @abrahadave]

Not sure a boom, but definitely a bit of a wake up #raremetals #rareearths #ree https://t.co/LlDCZsVBNO

[Andy Home @AndyHomeMetals]

Boom, bust and boom again for rare earths?
https://t.co/jcPMfOnUdO

[David Abraham @abrahadave]

Great advice on #oped writing. Also: write first paragraph last and write for the ages, not solely for the moment https://t.co/eZTNMhyvno

[David Abraham @abrahadave]

Thanks for reading @markjwhoyle -- glad you found it interesting! https://t.co/vbbGyQCmOL

[David Abraham @abrahadave]

@KevinDSamuel Yes, most minor metals are byproducts.