Andrew Somers

[SciAps @SciAps_Inc]

⚡ The SciAps PowerHouse: Equipped with an 80kV X-ray tube, it excels in detecting light and heavy REEs along with critical pathfinder elements like Ag, Cd, and Ba. Learn more here: https://t.co/RrMKO5nnb1

[SciAps @SciAps_Inc]

Come see us at IMARC 2024 (Stand J08) in Sydney, Australia from October 29th - 31st! We hope to see you there 🔧⚙️ #IMARC2024 #SciAps

[SciAps @SciAps_Inc]

Innovation drives us forward. While others stick to outdated tech, SciAps continually invests in R&D to solve industry challenges. 🚀🔬

Learn more about SciAps Innovation for our changing world: https://t.co/JRtKnyMfC1

#Innovation #SciAps #TechLeadership

[Andrew Somers @andrewmsomers]

@steve_somers @dryjuly Thanks Brother

[Haplo @HC_Haplo]

Rio Tinto autonomous train derails in the Pilbara at Galah Station near Karratha
https://t.co/JCFkrqHTRN

[Andrew Somers @andrewmsomers]

@LithiumPriceBot @portofino_POR The only way is UP!

[Robert Friedland @robert_ivanhoe]

From Morgan Stanley on #copper:

According to Reuters, China Nonferrous Association held a meeting on March 13th with 17 #copper smelters to agree on joint #copper production cuts to stem losses arising from the collapse in spot treatment charges. Based on channel checks done, there are eight smelters with already lowered feedstock since beginning of March, seven smelters that plan to do maintenance in April with total capacity at 1.21mt; eight smelters that plan to do maintenance in May with total capacity at 1.84mt; and another eight in June with total capacity of 1.56mt. For context, MS commodity team expects global refined metal output of 25.8mt.

The news highlights that concentrate supply stress that has been building in the past few months will finally start to tighten the refined #copper market. This is supportive of #copper prices, which reached an 11-month high and boosted the exposed equities.

[Robert Friedland @robert_ivanhoe]

Africa to play 'huge role' in US critical mineral strategy, says Treasury's No. 2 https://t.co/Jwmtq4kuuX

[StockShaman ⚒ #PeakCopper AKA Greg Shafransky 🍌 @StockShaman]

@robert_ivanhoe #copper $4.12 lb.

[Joe Lowry @globallithium]

The wait is over. Congrats @LithiumAmericas ! $LAC

[Robert Friedland @robert_ivanhoe]

Goldman on the link between AI data centre growth and #copper: Key linkage are the #copper requirements tied to the data centres to support AI growth. We estimate that 1GW of data centre capacity required between 40-60kt. Estimates vary on planned additions but US roughly planning to add ~8GW in 2024, 12 GW in 25 and 16GW in 2026, after 3GW in 2023. In #copper volumes that means ~200kt of demand in 23' in the US then as much 400-500kt in 24'. Using the $NVDA assumption on AI demand growth for 2030 implies we could eventually be at a level where data centres require 2-2.5Mty of #copper. This is just the #US - #China will also look to expand data centres. Alongside green demand, this should underpin healthy U.S. #copper demand growth this year and into mid-decade.

[Joe Lowry @globallithium]

Hard to imagine that @GoldmanSachs was wrong about lepidolite……

[Robert Friedland @robert_ivanhoe]

UBS has tossed its hat into the #copper ring with a bullish report, saying a "#copper supply crunch is unavoidable", with price forecast upgrades to $4.50/lb next year and $4.75/lb in 2026. The change of position was described as the bank "pivoting" towards a more constructive view on #copper since the middle of last year: "We know the market is closer to a fundamental inflection point."

"Bottom-up developments have been universally positive with material downgrades to 2024 mine production guidance pointing to limited supply growth," UBS said. "Following material cuts to mine supply, we forecast a #copper deficit in 2024 and a lack of new project approvals increases the probability of a protracted period of deficits."

[Joe Lowry @globallithium]

#SQM has a limited future in Chile because of the new #lithium policy and needs to diversify their portfolio. Brine from the Atacama is the lowest cost route to carbonate so this isn’t a hard rock vs brine story. It is geopolitics. 頑張って下さい!
https://t.co/dMhwRTm4L4

[SciAps @SciAps_Inc]

Meet the SciAps Z-70!

With its powerful milli-Joule laser, testing dirty, oxidized, anodized, and painted samples is effortless, eliminating the need for sample prep.

Experience unmatched power, flexibility, and ease of use in material ID testing! #SciApsZ70

[PLS @pls_global]

Pilbara Minerals is pleased to announce that Train 1 of the Lithium Hydroxide Monohydrate Chemical Facility (Chemical Facility) in Gwangyang, South Korea, has been officially opened https://t.co/ggNoK6Kw1R

[SciAps @SciAps_Inc]

Save the date for the big mining conferences stateside this December. Demo our lithium analyzers and talk to the experts! #SciAps #LIBS #XRF #analyzers #mining
https://t.co/wz7trEKZxa

[World Gold Council @GOLDCOUNCIL]

Take a journey beyond what you think you know about gold and discover the element’s true contribution to societies everywhere. “Gold: A Journey With Idris Elba”—coming soon

[SciAps @SciAps_Inc]

Join us at #SciX2023! Demo XRF & LIBS analyzers and attend SciAps CTO Dave Day's presentation on "LIBS Analysis of Aerosolized Lithium Brines" on Wednesday, Oct 11. #SciAps #XRF #LIBS #analyzers
https://t.co/fzoiLxnZA9

[Joe Lowry @globallithium]

All #lithium assets certainly aren’t created equal. Of the top ten lithium producing assets, how many are wholly Chinese owned? China is doing what they have to do to ensure future access to adequate resources. The US & EU are not. https://t.co/SFn7ooClxP