Discover and read the best of Twitter Threads about #titanium
Most recents (8)
Some thoughts on the current markets below. There are once in a generation (or even once in a lifetime) opportunities right now.
1. There was not enough "stuff" today before Ukraine and Russian sanctions with most commodities in major deficits
2. There is even less "stuff" in the future due to a decade of underinvestment in new capacity and exploration and a demand shock from the Green Energy Revolution
2. There is even less "stuff" in the future due to a decade of underinvestment in new capacity and exploration and a demand shock from the Green Energy Revolution
3. Russia is an autarky - they are self sufficient in energy, metals and food - and a major producer and exporter of many critical commodities
4. Russia is now and will be for years to come a pariah state - doing business there or trading with them will cripple your business
4. Russia is now and will be for years to come a pariah state - doing business there or trading with them will cripple your business
Warum
#UkraineKonflikt ?
For those who ask:
“Why does Ukraine matter? “
How the nation of #Ukraine ranks:
1st in #Europe in proven recoverable reserves of #uranium ores;
2nd place in Europe and 10th place in the world in terms of #titanium ore reserves;
1/1
#UkraineKonflikt ?
For those who ask:
“Why does Ukraine matter? “
How the nation of #Ukraine ranks:
1st in #Europe in proven recoverable reserves of #uranium ores;
2nd place in Europe and 10th place in the world in terms of #titanium ore reserves;
1/1
2nd place in the world in terms of explored reserves of #manganese ores (2.3 billion tons, or 12% of the world's reserves);
2nd largest iron ore reserves in the world (30 billion tons);
2nd place in Europe in terms of #mercury ore reserves;
1/2
2nd largest iron ore reserves in the world (30 billion tons);
2nd place in Europe in terms of #mercury ore reserves;
1/2
This is #Ukraine 🇺🇦 pictured on top of a map of #Europe. It's the biggest European country, bigger than France. Donbass' territories occupied by Russia are as big as Switzerland.
What is happening now is not a small local conflict, but a hazard for the whole world.
🧵↓
What is happening now is not a small local conflict, but a hazard for the whole world.
🧵↓
Why does #Ukraine 🇺🇦 matter?
✅ 1ˢᵗ in Europe in proven recoverable reserves of uranium ores;
✅ 2ⁿᵈ place in Europe and 10th place in the world in terms of titanium ore reserves;
🧵↓
✅ 1ˢᵗ in Europe in proven recoverable reserves of uranium ores;
✅ 2ⁿᵈ place in Europe and 10th place in the world in terms of titanium ore reserves;
🧵↓
🇷🇺🇪🇺 To what extent does #Europe depend on Russian raw materials?
Policymakers fear the bloc is less prepared than Moscow. EU anti-Russian sanctions - shot yourself in the knee.
ft.com/content/26d7e3…
Policymakers fear the bloc is less prepared than Moscow. EU anti-Russian sanctions - shot yourself in the knee.
ft.com/content/26d7e3…
• about 40% of natural #gas imports;
• almost a third of crude #oil imports.
Eurozone gas inventories are below historical levels and prices have risen sharply in recent months, giving #Russia additional leverage over #Europe.
#OOTT #ONGT
• almost a third of crude #oil imports.
Eurozone gas inventories are below historical levels and prices have risen sharply in recent months, giving #Russia additional leverage over #Europe.
#OOTT #ONGT
• about 40% of #palladium imports, which are needed for emission control catalysts; #greeneconomy
• about 30% of #titanium imports, which are critical for #EU aerospace industry - #Airbus supplies about half of its titanium from #Russia. $AIR
• about 30% of #titanium imports, which are critical for #EU aerospace industry - #Airbus supplies about half of its titanium from #Russia. $AIR
(1/n) Had shared insights on Value received on #Amex #Platinum Card in below tweet. Some more insights on the super value I got in the free stays using @TajHotels Vouchers (Received from @AmexIndia) & MR Points over the past 4 Weeks!
#indianmilesguide
#indianmilesguide
(2/n) Hotel 1 - @VivantaHotels #Pune
No. Of Nights - 1
No. Of Rooms - 1
Revenue Booking Value - ₹5,724
Paid by:
1. ₹5,000 Taj Vouchers
2. Gold Status Benefit - ₹672
3. ₹52 (By Card 😆)
#indianmilesguide
No. Of Nights - 1
No. Of Rooms - 1
Revenue Booking Value - ₹5,724
Paid by:
1. ₹5,000 Taj Vouchers
2. Gold Status Benefit - ₹672
3. ₹52 (By Card 😆)
#indianmilesguide
(3/n) Hotel 2 - @JWMarriott #Pune
No. Of Nights - 1
No. Of Room - 1
Revenue Booking Value - ₹10,749
Paid By - 15,000 #Amex MR Points
#indianmilesguide
No. Of Nights - 1
No. Of Room - 1
Revenue Booking Value - ₹10,749
Paid By - 15,000 #Amex MR Points
#indianmilesguide
Those who think Sonia Congress is INDIAN, read this.
#subramanianswamy unearths Nuclear scandal of UPA
How Sonia destroyed India's Thorium Technology: A ₹60,00,000 Crore worth of Thorium Scam was done by #SoniaGandhi &her traitorous gang!👇1
#subramanianswamy unearths Nuclear scandal of UPA
How Sonia destroyed India's Thorium Technology: A ₹60,00,000 Crore worth of Thorium Scam was done by #SoniaGandhi &her traitorous gang!👇1
Recently Illegal sand mining is going on throughout d coastal belts of India.Many of us hv the false impression dt sand z used for construction ! India holds d biggest reservoir of #Thorium along our beaches wd TN alone holding more than 30% of d world’s Thorium deposits! 👇2
India was Number 1 in d #Thorium based Fast Breeder Nuclear Technology until MMS & Union Defence Minister #kAnthony
captured it for 10 yrs under d orders #SoniaGandhi. Once she led #UPA #MMS followed an unwritten policy of severely downsizing d indigenous Thorium Based 👇3
captured it for 10 yrs under d orders #SoniaGandhi. Once she led #UPA #MMS followed an unwritten policy of severely downsizing d indigenous Thorium Based 👇3
Shanahan
‼️What common interests do former SecDef Patrick Shanahan, Boeing, Titanium, McKinsey, Firtash, Trump, Haley have in common?
Hint: US v Dmytro Firtash
6/21/19 ORDER
drive.google.com/file/d/1yWzybT…
‼️What common interests do former SecDef Patrick Shanahan, Boeing, Titanium, McKinsey, Firtash, Trump, Haley have in common?
Hint: US v Dmytro Firtash
6/21/19 ORDER
drive.google.com/file/d/1yWzybT…
‼️Background 2006 - 2008
Shanahan & Boeing’s 787 Dreamliner
Known inside Boeing as "Mr. Fix-It," Shanahan is now facing his most daunting challenge as he attempts to get the development of the highly touted 787 Dreamliner passenger jet back on track.
latimes.com/archives/la-xp…
Shanahan & Boeing’s 787 Dreamliner
Known inside Boeing as "Mr. Fix-It," Shanahan is now facing his most daunting challenge as he attempts to get the development of the highly touted 787 Dreamliner passenger jet back on track.
latimes.com/archives/la-xp…
📌Problem: The 787 Dreamliner, designed to be highly fuel-efficient, is nine months behind schedule because of problems coordinating work done by major parts suppliers all over the world.
latimes.com/archives/la-xp…
latimes.com/archives/la-xp…
💦#RainFall💦
📌Schiff says there is 'direct evidence' of collusion between the Trump campaign & RU
📌Warner: ‘Enormous amounts of evidence’ of possible RU collusion
📌Nadler demands docs w/in 2 wks from all aspects of Trump world.
📌81 letters request a broad array of info.
📌Schiff says there is 'direct evidence' of collusion between the Trump campaign & RU
📌Warner: ‘Enormous amounts of evidence’ of possible RU collusion
📌Nadler demands docs w/in 2 wks from all aspects of Trump world.
📌81 letters request a broad array of info.
💦#RainFall2💦
📌HJC got greenlight from SDNY & Mueller; expect public hearings!
📌Also signals completion of their probes.
Mueller notifies judge that Stone posted Instagram image that cd violate gag order
Kush filed a motion to dismiss the DNC vs RU Federation case re him.
📌HJC got greenlight from SDNY & Mueller; expect public hearings!
📌Also signals completion of their probes.
Mueller notifies judge that Stone posted Instagram image that cd violate gag order
Kush filed a motion to dismiss the DNC vs RU Federation case re him.
💦#RainFall3💦
HR 1 Is Enormous & Necessary
The House DEMs’ gargantuan effort to bolster the basic functions of US democracy
📌Cohen's lawyer Lanny Davis shows @AriMelber a February 2017 $70k check signed by Weisselberg & DonJr from, that was not included in the Cohen hearing.
HR 1 Is Enormous & Necessary
The House DEMs’ gargantuan effort to bolster the basic functions of US democracy
📌Cohen's lawyer Lanny Davis shows @AriMelber a February 2017 $70k check signed by Weisselberg & DonJr from, that was not included in the Cohen hearing.
