David Schmidt

[Robert Friedland @robert_ivanhoe]

The indefatigable genius, Craig Tindale, has done it once again with a deep-dive analysis on the supply crunch of the chemicals needed to make the world go round.

The situation the world finds itself in has never before been articulated as clearly as Craig has analysed it here… All those that care how our world is changing, with absurdly profound consequences, should IMMEDIATELY READ his analysis.

@ctindale explains how chemical reagents have overtaken geology as THE main bottleneck impacting the global supply chain of metals.

An unprecedented shock has been created in the supply of sulphur and sulphuric acid. Initially, this was caused by the closure of the Strait of Hormuz… and further exasperated by subsequent export restrictions imposed by other major exporters of sulphur and sulphuric acid as they protect thier own industries.

As Craig points out, sulphuric acid is essential in the production of critical metals, such as copper, nickel, cobalt, uranium and rare earths… He goes into detail on how the growing contraction in the supply of acid is already impacting the production of critical metals in Chile, Africa, Indonesia and Kazakhstan.

Not to be forgotten is that over 50% of the world’s sulphuric acid is used in the production of fertilizer. The supply shock is also having a significant impact on the security of food supply. Governments have a priority to ensure their populations have enough food to eat at a price they can afford to eat it at….leading to further export restrictions.

Craig forecasts:
1) vertical integration and “reagent security” will become essential to metals producers,
2) the supply of chemical reagents will be weaponized, and
3) technological substitution will accelerate as we seek alternatives to solve our dependency.

Craig’s incredibly insightful analysis even includes a handy Reagent Brittleness Index (RBI), which he artfully uses to create a Sulphur & Acid Supply Risk Dashboard for Critical Mining Assets.
Spoiler: Craig notes that the Kamoa-Kakula Copper Complex in the DRC emerges as a mining operation least at risk to chemical supply shocks, as our new on-site copper smelter becomes a major sulphuric acid PRODUCER for the region.

We are genuinely alarmed by the consequences of the new reality the world finds itself in… take an hour out of your weekend and carefully read it for yourself.

[Jody Dahrouge @JodyDahrouge]

This Year Could See a Significant Rebound in Rare Earths Metals Prices | https://t.co/x5IHKEVsXI

$CCE

https://t.co/qlTYSYJ3Wc #oilprice

[Rick Rule Rhetoric @RickRuleRulz]

"Remember, you're a contrarian or a victim; the choice is yours."

[Arnaud Bertrand @RnaudBertrand]

Impressive: China's Space Station has achieved 100% regeneration of its oxygen supply.
https://t.co/bXauLQ6mPO

[JEB @goldstocktrades]

You can’t make electric vehicles without mining. Lots of common sense here…

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS:

SAUDI ARABIA WILL ESTABLISH A FIRM TO INVEST IN MINING ASSETS GLOBALLY... THE NEW FIRM WILL INVEST IN IRON ORE, COPPER, NICKEL AND LITHIUM

The rush for elements is on.

[Rick Rule Rhetoric @RickRuleRulz]

The poorest 2 billion people in the world - while still desperately poor, are getting richer faster than any time in history.
What’s important to note is that when poor people get more spending power, they tend to buy things made from natural resources.

[Katusa Research @KatusaResearch]

"It's waiting that helps you as an investor, and a lot of people just can't stand to wait.

If you didn't get the deferred-gratification gene, you've got to work very hard to overcome that."

-Charlie Munger

[Nathan Baugh @nathanbaugh27]

Not many 90 second videos change how I view the world.

But Charlie Munger arguing envy drives the world — not greed — certainly did:

[Rick Rule Rhetoric @RickRuleRulz]

I'm unconcerned about errors of omission. Which is money that in theory, I could have made.
I’m concerned about errors of commission, which is money that I lose.
I believe in accepting theoretical losses, to reduce actual losses.

[Zach Flood @floodgeo]

The key to exploration success is scale and perseverance. We’ve got another big one in the works… @KenorlandMin $KLD.v

[Rick Rule Rhetoric @RickRuleRulz]

If #Gold went to $2300 I wouldn’t sell any, if the price fell to $1500 I’d buy a lot.

[Robert Friedland @robert_ivanhoe]

We have a molecule crisis.

We've had 40 years where all the money went into broadband, or internet, or Netflix or the cloud and no money went into basic productive capacity of metals.

[Robert Friedland @robert_ivanhoe]

Mining is the most basic of all human endeavors and yet we live in a world where people don’t know where things come from

[Igor Schatz @Copernicus2013]

China demolishing unfinished buildings.. beautiful Keynesianism at work

[Kevin Heintz @AskCoachKev]

Every piece of fitness advice I could come up with after 6 years in the gym:

1. Stop drinking alcohol.

[Eric Nuttall @ericnuttall]

Picasso, Rembrandt, Monet...none of them could have painted a better picture of an "energy crisis" than this.

[Warren Irwin @ItsWarrenIrwin]

Yep, this is what happens when you have central socialist planning by stupid ESG idiots who think they know how the world works. Enjoy your gasoline prices, you have starved the industry for funds over the past 7 years. Mining? Try permitting a mine these days.

[Lizzy Monger @IRmonger]

Big day for @VizslaSilver at the @NYSE today!