Gonza

[Faraday Copper @FaradayCopper]

Faraday Copper Signs a Definitive Agreement to Acquire BHP’s San Manuel Property in Arizona, Creating a Multi-Asset Copper District in the USA

Read the full release: https://t.co/IOFJmG84n9

$FDY $CPPKF

#copper #Arizona #criticalmetals #investing

[The Tennis Letter @TheTennisLetter]

The moment Sascha Zverev won Roland Garros to become a Grand Slam champion.

The first German man to win a slam since Boris Becker in 1996.

A long time coming.

🇩🇪

[SoyMotor - Coches @SoyMotorCoches]

Di Montezemolo, brutal contra el Ferrari Luce:

"Si digo lo que pienso, le haré daño a Ferrari. Se arriesgan a destruir un mito y lo siento muchísimo. Espero que al menos que quiten el Cavallino".

"Al menos este coche no lo copiarán los chinos"

[Energy Headline News @OilHeadlineNews]

Trump: I thought oil prices would go to 200–250 dollars. It’s at 100 dollars now.

Even if it went to 200, it would have been worth it.

[Footy Xtra HQ @footyxtraHQ]

Parma of 1999 was a different level. �

[The Market Mind @Market_Mind_]

The World's Largest Operating Copper Mines

[Alex MG @AlexMiningGuy]

98% of sulphur imports to Namibia (2024 data) come from UAE, Qatar and Kuwait... at what point do we get concerned about Husab and Rossing #uranium supply (~10% of global mine supply)... Cigar Lake flood moment?

[LunR Royalties @LUNRroyalties]

LunR Royalties to Acquire a Life-of-Mine Silver Stream on the Fruta Del Norte Mine for $670 Million 🚀 

$LUNR.V
#reachforthemoon

https://t.co/Frf280PULe

[Emir Han @RealEmirHan]

In Rocky, the iconic steps scene always gets you. Stallone said it was shot quickly “before the police” arrived.

“I wasn't thinking about steps. We didn't have any money to shoot there”

"I got out of the car, I said, 'Let me run up, get a shot of it.”

[LWS Financial Research @lwsresearch]

🛢️📉 Shell $SHEL needs major discoveries or deals as oil and gas reserves shrink

Date & source: February 9, 2026 · Refinitiv
Authors: Shadia Nasralla and Stephanie Kelly

🧠 Shell faces growing strategic pressure as its oil and gas reserves fall to their lowest level since at least 2013, raising concerns about its ability to sustain production over the next decade. Analysts argue that large acquisitions or major exploration successes will be required to close an expected production gap and support Shell’s long-term growth ambitions.

⛽ A widening production gap

Shell is expected to face a production shortfall of 350,000–800,000 barrels of oil equivalent per day (boe/d) by 2035, driven by the natural decline of mature fields.

CEO Wael Sawan has acknowledged that the company’s current asset base cannot fully support its long-term production targets without additional action.

📉 Reserve life under pressure

Shell’s reserve life — the number of years it can sustain current production from proven reserves — has dropped to less than 8 years, down from 9 a year earlier.
This compares unfavorably with rivals such as Exxon Mobil and TotalEnergies, both of which report more than 12 years of reserve life.

Total reserves have fallen to 8.1 billion boe, intensifying investor concerns about long-term supply.

🌍 Strategic exits weigh on growth

Shell’s earlier exits from U.S. shale (2021) and Guyana (2014) have weakened its resource base, especially as Guyana has become a cornerstone of Exxon’s growth strategy.
Sawan has publicly acknowledged that leaving Guyana was a mistake in hindsight.

🔍 Exploration and M&A back in focus

While Shell is investing in incremental projects in the U.S. Gulf of Mexico, Brazil, Nigeria, Angola, South Africa and Namibia, analysts doubt these will be sufficient on their own.

RBC and Bernstein analysts argue that renewed exploration success or meaningful M&A is needed to restore confidence in production longevity.

Wood Mackenzie expects Shell’s production to decline sharply after 2028, with free cash flow weakening after 2032 if no corrective action is taken.

🔎 Conclusion

Shell’s challenge is increasingly clear: its current portfolio does not fully support its ambition to sustain and modestly grow oil and gas output through the 2030s. With reserve life well below peers, the company is likely to face mounting pressure to pursue large-scale acquisitions or deliver a major exploration breakthrough to close the looming production gap and protect long-term cash generation.

[MINING.COM @mining]

Uranium, and Uranium producers continue to benefit from supportive public policy and massive corporate demand for energy.

$UEC $DNN $CCJ and $NXE all posted 52-week highs today, up 9-24%+ since this comment by US Energy Secretary Chris Wright back on January 7th.

[Robert Friedland @robert_ivanhoe]

Ivanhoe Mines announced today that the first batch of anodes was cast at the Kamoa-Kakula copper smelter https://t.co/wcgsXdrrFG

[LunR Royalties @LUNRroyalties]

LunR Royalties is ready for launch! Trading to commence on the TSXV on Dec 19, 2025 under the symbol LUNR.

https://t.co/2UAFpUXTgS

[VSports Team @VSportsTM]

ESTUDIANTES 🟥⬜️🟥 ES EL CAMPEÓN DEL TORNEO CLAUSURA 🏆🇦🇷.

[TNT Sports Argentina @TNTSportsAR]

SALUDEN AL CAMPEÓN DEL TORNEO CLAUSURA 2025 🤩

🏆 Estudiantes se quedó con la copa tras vencer a Racing por PENALES en la final.

#LPFxTNTSports

[Gold Royalties @GoldRoyalties]

$MAU.TO ✨ $MAUTF

[Anas Alhajji @anasalhajji]

ِA must read ... by Stewart Muir

Canada’s Oil Sands are the Costco of World Energy – Dependable and You Know Exactly Where to Find It – Stewart Muir https://t.co/aqEip0dSZz

[Viviane Fernandes ཐི༏ཋྀ @Viviifernande]

Um dos solos de guitarra mais famosos da música.

November Rain, Guns N' Roses 🎶

[George Russell @GeorgeRussell63]

Haven’t watched F1 cars on track in years, so found a way to sneak into the stands while Fred was driving my car 🎭🤣