Top Tweets for #Bullrunner

🚀 BEYOND LITHIUM: THE VERY BULLISH CASE FOR MANGANESE There is lithium and cobalt. But the energy transition also has another critical metal—and it’s about to go parabolic. Here’s why. DEMAND: EXPLOSIVE BATTERY GROWTH ✅ Manganese is essential for next-gen EV batteries, especially in Nickel-Manganese-Cobalt (NMC) and Lithium-Manganese-Iron-Phosphate (LMFP) cathodes. ➡️ LMFP batteries offer ~20% higher energy density, better safety, and lower cost by using less nickel & cobalt. 🔥 High-Purity Manganese Sulphate (HPMSM) demand is set to grow 13x by 2031 and 50x by 2050. 💡 By 2035, we could face a deficit of 0.8 million tonnes if no new projects come online. SUPPLY: A TIGHT, GEOPOLITICAL TINDERBOX ⚠️ China currently dominates ~95% of HPMSM production. The West imports 100% of its high-purity manganese. 🔒 Raw manganese ore is concentrated in just a few countries (South Africa, Gabon, Australia), with frequent disruptions. ❌ Known non-Chinese projects cover only ~50% of projected 2035 demand. The clock is ticking. THE PERFECT STORM ➡️ Steel demand (90-95% of current use) remains steady, but battery demand will outpace it 6-17x by 2050. ✅ Manganese is abundant and cheaper than nickel or cobalt, making it the “substitution winner” for cost-sensitive EVs. 🚨 Policy tailwinds: US & EU critical mineral designations and subsidies are pushing for diversified, secure supply chains. WHY $AAG.V (AFTERMATH SILVER) IS A COMPELLING BET This junior explorer owns the Berenguela project in Peru—a polymetallic deposit with silver, copper, and critically, battery-grade manganese. ✅ Proven Battery-Grade Potential: Metallurgical tests have repeatedly produced 99.9% pure HPMSM, meeting strict EV specs. ✅ Resource Scale: Large district with significant manganese alongside valuable silver & copper byproducts. ✅ Strategic Timing: Advances as HPMSM deficits are projected to hit by 2026. Non-Chinese supply is desperately needed. ✅ Leveraged Upside: As a junior, it offers high torque to any positive development—offtakes, resource updates, or project advancement. THE BOTTOM LINE Manganese is no longer just a steel alloy. It’s a cornerstone of the coming EV and energy storage boom—and the supply chain is dangerously concentrated. Companies that can provide secure, high-purity supply stand to win big. #Manganese #EV #Batteries #CriticalMinerals #EnergyTransition #Investing #Commodities #Mining #$AAG #AftermathSilver

‼️John Feneck‼️ Just met with $AAG / $AAG.V (Aftermath Silver). The market has NOT really realised what Aftermath Silver has. Their project not only comprises 140 million ounces of silver, which will certainly be revised upwards. It's over 500M oz Silver Equivalent. 💥with massive copper & battery-grade manganese. The stock is still cheap. We bought more. It is Eric Sprott's top 3 stock!