Green Pimps

🌱 Exploring the world of green energy investments one tweet at a time #techmetals #mining #technology #trading

[U.S. Department of Energy @ENERGY]

https://t.co/ZDknMBdCQ8

[MTS @MTSlive]

SITUATION DETECTED: Antares Nuclear’s Mark-0 reactor has achieved initial criticality at Idaho National Laboratory, what the U.S. Department of Energy is calling one of the most significant technological achievements in nuclear energy in over 40 years.

[Green Pimps @Senz_ai]

@elonmusk

[Northstar @NorthstarCharts]

Congratulations - You're living through the 4th signal in 100 years. DON'T MESS IT UP BY LISTENING TO FAIRYTALE NARRATIVES.

[Green Pimps @Senz_ai]

@AutismCapital As you set out for Ithaka
hope your road is a long one,
full of adventure, full of discovery.

[Green Pimps @Senz_ai]

@jp_mc @GadSaad He spoke to you through the medium you'd best understand, and it was Sci-fi novels, how cool.

[𝕊𝕡𝕣𝕚𝕟𝕥𝕖𝕣 𝕻𝕣𝕖𝕤𝕤 @SprinterPress]

The Australian government acknowledges that six oil tankers from Malaysia, Singapore, and South Korea, expected to arrive next month, have been canceled.

Today, 147 petrol stations ran out of petrol or diesel!

[Jonathan Cohn @CitizenCohn]

BYD just unveiled an electric car that can charge from 10 to 70 percent in five minutes, and all the way in nine

More proof that EVs are going to dominate the future, just a question of how long it takes — and who will build them

Via @WIRED https://t.co/Ct5KRaNC8c

[Sean Dekmar @DekmarTrades]

This is craziest one yet!

We all are taught to buy the S&P 500 because it’s the safest, when in reality you are MISSING OUT on so much!

Tell me this doesn’t make you just want to buy and hold $NVDA

[Lukas Ekwueme @ekwufinance]

Jeff Currie: Capital rotation into real assets would trigger explosive price moves.

Just picture the difference in size:

- MAG7: ~20T USD
- All mining shares: ~2T
- All energy companies: ~7T

That's the market cap. The free float, the shares available at any moment, is a fraction of this. If just 5% of the MAG7 rotates, it would lead to an insane price response.

Also, like in previous CapEx booms, the depreciation on AI data centers and for chips in particular is 2-3 years, so not even bondholders are safe if everything comes crashing down.

When the great rotation starts, it will rotate hard.

[Robert Friedland @robert_ivanhoe]

To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom…

These metals are not just 1 or 2 letters on your periodic table that you glanced at while daydreaming in Chemistry class… They are critical to national security.

I explained why you really should care about supply chains at @USC’s Energy Business Summit…

[Interesting AF @interesting_aIl]

Boston Dynamics’ new Atlas robot can dance with superhuman fluidity

[Dwayne Sparkes @sparkes_dwayne]

No coffee today as i spat it out reading the news that Zimbabwe is bringing forward the ban of unprocessed lithium exports, effective immediately. The export of all raw ore and spodumene concentrates is immediately banned.

A lot of tonnes about to come out of the supply side.

The only producer that doesn't export concentrate is the Arcadia mine by Huayou Cobalt, who have recently commissioned a lithium sulphate plant. The Bikita mine is also set to have a sulphate plant built but to the best of my knowledge it isn't completed yet.

Lithium sulphate is an intermediate product between spodumene concentrate and lithium carbonate. Sulphate contains about 12.62 Li which equates to about 27.2% li2O. Compare this to lithium carbonate which contains 40.4% li2O.

Why produce sulphate instead of lithium carbonate? Well the answer is quite simple really: Lower capex, less power and water, save on transporting costs of raw ore (more tonnes).

Instead of transporting concentrate, you're shrinking it by ~ 4/5 fold. It works well in jurisdictions that are considered unstable. You lower the transport costs and in turn don't have to put in the same capital as you would with a lithium hydroxide/carbonate plant.

This year from Zimbabwe alone, i had the following producers doing spodumene concentrate in my supply table:

Sabi Star~ 280kt SC6 eq
Dison Gwana ~ 100kt SC6 eq
Bikita ~ 380kt SC6 eq
Kamatavi ~300kt SC6eq
Zulu~50kt SC6eq

1.11Mtpa of SC6 equivalent halted. That's about 140kt of LCE.

In a tightly balanced market, it could get scary. As I've said before (i really am a broken clock), in 2022 during the boom, 784kt of LCE hit the market and the demand was 854kt of LCE, an 8% deficit. An 8% deficit is what cause the massive spike in lithium price. It was then a 1-3% surplus that caused the massive downturn in prices. Its a very fine balance in this lithium market and small factors could throw it into a deficit/surplus. From what we've seen, small surpluses/deficits cause massive price swings. 140kt of LCE has just come out of the market. Food for thought.

Thanks for reading!

[Bull Theory @BullTheoryio]

MASSIVE CRASH IN CYBERSECURITY STOCKS SINCE ANTHROPIC LAUNCHED CLAUDE CODE SECURITY.

Over $52.6 billion wiped out in just 2 days.

CrowdStrike is down 20%, wiping out $19.6 billion.

Palo Alto Networks is down 8.9%, wiping out $11.7 billion.

Cloudflare is down 18.5%, wiping out $11.2 billion.

Zscaler is down 17.3%, wiping out $4.6 billion.

Infosys is down 3.4%, wiping out $2.9 billion.

Okta is down 16.7%, wiping out $2.6 billion.

[david kersten @davidkersten]

Bye-bye, Petrol Stations.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Prof Ray Wills @ProfRayWills]

Even more renewables for WA after WA records average 52.4% renewables penetration supply of electricity

Expansion of Warradarge Wind farm will make it WAs largest wind farm - lifting capacity from 180MW to 283MW
https://t.co/Ejtkcf0BrS @renew_economy
@9NewsPerth

[Puru Saxena @saxena_puru]

MUST WATCH if you are AI or software investor.

"This is the largest infrastructure buildout in human history....We are addressing the largest software opportunity in history." - Jensen Huang