Discover and read the best of Twitter Threads about #BatteryMetals
Most recents (2)
1/7
A 🧵...cause I'm getting worried...
It's noteworthy that this @Sprott offering, so germane to the current #ESG zeitgeist, was cancelled. Market sentiment + a general lack of knowledge due to institutional collapse threatens us all.
#BatteryMetals
A 🧵...cause I'm getting worried...
It's noteworthy that this @Sprott offering, so germane to the current #ESG zeitgeist, was cancelled. Market sentiment + a general lack of knowledge due to institutional collapse threatens us all.
#BatteryMetals
🧵2/7
The total annihilation of the #MSM lies at the heart of resource ignorance. @RealClearNews makes an effort, but it's difficult to think outside your tribe if you don't already possess general knowledge about natural resources.
The total annihilation of the #MSM lies at the heart of resource ignorance. @RealClearNews makes an effort, but it's difficult to think outside your tribe if you don't already possess general knowledge about natural resources.
🧵 3/7
The average person is informed by #MSM who takes its cue from #politicians who are strong on virtue signalling and weak on policymaking.
Clean air and extra 💸 in your bank account - who wouldn't like that? Sign me up @JustinTrudeau ! 👇
The average person is informed by #MSM who takes its cue from #politicians who are strong on virtue signalling and weak on policymaking.
Clean air and extra 💸 in your bank account - who wouldn't like that? Sign me up @JustinTrudeau ! 👇
1/x
Commodity cycle start or end?
Note: I am not commodity analyst, but exploration geo at the bottom of the commodity chain for metals/hydrocarbons.
Sharing some stats in the 🧵
#mintwit #commodity #batterymetals #mining
Commodity cycle start or end?
Note: I am not commodity analyst, but exploration geo at the bottom of the commodity chain for metals/hydrocarbons.
Sharing some stats in the 🧵
#mintwit #commodity #batterymetals #mining
2/x
Reading macro analysts, following arguments emerge.
Current commodity run is:
- supply chain related only
- speculation fueled
- long term secular shortage in commodities
- caused by geopolitics, sanctions etc.
- going to end soon
- going to last a decade
Reading macro analysts, following arguments emerge.
Current commodity run is:
- supply chain related only
- speculation fueled
- long term secular shortage in commodities
- caused by geopolitics, sanctions etc.
- going to end soon
- going to last a decade
3/x
I am personally watching for short term pull back, but support long term commodity price increase trend from supply shortage perspective.
Uncertainties: china, wars, geopolitics.
Below is some data supporting long term commodity bull.
I am personally watching for short term pull back, but support long term commodity price increase trend from supply shortage perspective.
Uncertainties: china, wars, geopolitics.
Below is some data supporting long term commodity bull.
