George Heppel

Metals and minerals

[George Heppel @heppel_george]

#batteries twitter, we really need to come up with a collective noun for EREVs and PHEVs together. "Plug-ins" doesn't work, nor does "hybrids". You can't call them both "plug-in hybrids" for obvious reasons. "Binary drivetrains"? "Dual-system"? "Goldilocks cars"?

[George Heppel @heppel_george]

Looks like I might live to regret this email. #lithium

[George Heppel @heppel_george]

Really hope I don't live to regret sending this email. #lithium

[George Heppel @heppel_george]

@robertbaylis But VW already have plants which are 100% dedicated to NEVs. The scale is there, but they still aren't cheap (e.g. the ID.3). I'm scratching my head as to why?

[George Heppel @heppel_george]

The best (and perhaps only) way to achieve a mass-market €20k EV in Europe is to sign an LTSA for Na-ion cells from Asia, ship them over in bulk and assemble the car in Europe.

https://t.co/DDtM5G4fEG

[George Heppel @heppel_george]

@LipmannWalton Agreed!

[George Heppel @heppel_george]

In the ten years that it's taken to build a second staircase at Surbiton Railway Station in Southwest London, China has built 30,000km of high-speed railtrack.

[Ed Davey @EdwardJDavey]

After 10 years, I am proud to see the second staircase at Surbiton Station officially opened!

It is fantastic to see constituents and commuters using the staircase and the benefits it is already having on improving congestion. Thank you to everyone that has made this possible!

[George Heppel @heppel_george]

@Rory_Johnston This is literally the first thing people learn about futures lmao

[George Heppel @heppel_george]

First BHP, then Glencore. Now, another bidder enters the ring...

[J_Wise_geology @J_Wise_geology]

I have not ruled out buying Anglo American yet, one just needs to make sure their product line and operating costs are good fit. The trickiest part of major acquisitions is not trading dollars for priced-in reserves, it is all about recognizing the upside.

[George Heppel @heppel_george]

@A_Milewski Amazing. Shout at to Jack Gabb at Pendal Group for the original graphic

[George Heppel @heppel_george]

PR NEWSWIRE: George Heppel Ltd and Ruth Angus PLC are pleased to announce an all-stock Merger of Equals with immediate effect. The new cross-industrial merger will focus on a wide range of commercial functions including metal trading, neuroscience, bespoke artwork and biscotti.

[George Heppel @heppel_george]

@OliverNugent After 20 years, are the days of using China as a bottomless pit of base and ferrous metal demand finally over?

[George Heppel @heppel_george]

@jfarchy @mattstephenhill They are going to get eaten alive

[George Heppel @heppel_george]

@ShanuMathew93 How much did you drink? I've become a much lighter drinker in recent years and even a couple of pints is enough to muck up my sleeping now.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

I 😍 nuclear power!

(HT @JessePeltan)

[George Heppel @heppel_george]

@ShanuMathew93 Honestly, my best guess is people are a little shaky about the Chinese construction sector right now and that is what's weighing on #copper.

[George Heppel @heppel_george]

@ashugarg @Noahpinion I don't think a quote from a politician of a now-defunct political party from 200 years ago is necessarily a good summary of British attitudes towards India.

[George Heppel @heppel_george]

@randomusernamw I've just realised my source was wrong - thank you for the clarification. I'll delete this tweet now to prevent sharing false news.

[George Heppel @heppel_george]

The sodium ion story marches relentlessly on.

BYD's 1st sodium-ion battery facility begins construction

https://t.co/OSaBlxkZPe

[George Heppel @heppel_george]

@JumanaSaleheen Hi Jumana, I've increasingly seen economists quoting US jobs numbers either including or excluding "services" (mostly hospitality and education). What's your opinion on this?

[George Heppel @heppel_george]

@Mark_IKN This jolted my memory of the worst article I've ever read on metals in my career:

https://t.co/uSVcYkhJNN