Discover and read the best of Twitter Threads about #BatteryMetals

Most recents (2)

1/7
A ๐Ÿงต...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 Image
๐Ÿงต2/7

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.

๐Ÿงต 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 ๐Ÿ’ธ in your bank account - who wouldn't like that? Sign me up @JustinTrudeau ! ๐Ÿ‘‡

Read 8 tweets
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 ๐Ÿงต
#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
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.
Read 12 tweets

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