Ryan | Geopolitics & Metals Intelligence

Former DOD intelligence analyst. Views minerals & metals industry through the lens of #geopolitics, risk, & conflict. #MineralsRace ⛏️🪙

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

https://t.co/Y4FbwscwqY

The branching East vs. West minerals race will be centralized in Africa, a continent critical to each side's future goals. This is only the beginning.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

https://t.co/QQG9giAZMq

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

In the first Cold War, we stockpiled weapons. In the second Cold War, we'll stockpile minerals...and weapons.

Curbing Eastern aggression and expansion, protecting against 'price volatility', ensuring Western safety and prosperity. Same players and strategies, different reasons.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

https://t.co/GrXykujgXD

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

Doesn't sound like much but if #BurkinaFaso joins #BRICS, it could create a domino effect in the Sahel for other Eastern-backed juntas like #Mali and #Niger to follow suit, which puts pressure on surrounding countries in the #ECOWAS alliance. Much #gold flows out of West Africa.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

Thank you for having me on!

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

https://t.co/YeqJTsZ1Lm

If you're a mining company operating in one of these countries ruled by military juntas you are almost completely at their mercy. Makes sense to have a proactive strategy to deal with these situations. #uranium #Africa #intelligence

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

@duediligenceguy

[Velina Tchakarova @vtchakarova]

That’s a game changer. #nuclear #energy

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

#MineralsRace

[MINING.COM @mining]

Canada blocks Chinese rare earths deal in Trudeau-led crackdown. #mining

https://t.co/nbkiDke1jI

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

@chigrl Doug Heffernan was doing it in 2005.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

As if they weren’t doing it already?

[BRICS News @BRICSinfo]

JUST IN: 🇷🇺 🇺�� Russia says it's ready to start arming enemies of the United States since the US is arming Ukraine.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

https://t.co/29TQAQCrvK

If my main rivals say they're going to need an abundance of something in the coming decades, I know what I'd start stockpiling

#copper #mineralsrace

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

Gen. Langley blames #Russia disinformation for Western failures in #Africa, but this is far from accurate. Stagnation and lackluster performance by NATO/UN forces have precipitated Western withdrawal from the region, with Russia taking advantage of the power vacuum left behind.

[The Associated Press @AP]

US military defends Africa strategy in light of coups and a drift toward Russia https://t.co/sGp1zuuR6f

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

https://t.co/obUVpXo7t8

Only a matter of time now. If you're a mining company in #Niger or any conflict-laden area you must be ahead of the curve instead of simply being reactive or hoping for the best.

#Russia #Geopolitics #CriticalMinerals

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

Be sure to check out the newest issue of @prospectornews where I discuss how military agreements and #CriticalMinerals are aligned, and how embargoes to deter production could affect future supply.

#China #Russia #NATO #MineralsRace

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

@vtchakarova Truth walks the world unarmed.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

@Rory_Johnston Only the silliest of headlines allowed at FT.

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

@vtchakarova @elonmusk They've fallen in love with #velsig

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

@vtchakarova Don’t forget #Africa

[BRICS News @BRICSinfo]

BRICS: 🇨🇳 🇮🇷 China and Iran Set Major Oil Record

https://t.co/xClSASYnpZ

[Ryan | Geopolitics & Metals Intelligence @MetalsDesk]

Hard facts…

[Velina Tchakarova @vtchakarova]

By the way, European social democracies developed huge welfare systems because they relied on someone else for security (USA), someone else for manufacturing (China), and someone else for cheap commodities (Russia).
What do you think will happen to this model without all of it?