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Alexander Stahel 🌻 posts on X about china, russia, canada, australia the most. They currently have XXXXXXX followers and 1704 posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence countries finance travel destinations technology brands stocks social networks
Social topic influence china #3937, russia #1870, canada #2276, australia #2281, japan #3264, korea #1504, cuts, build a, switzerland, countries
Top assets mentioned Ramaco Resources, Inc. Common Stock (METC)
Top posts by engagements in the last XX hours
"Zijin Mining is spinning off its gold mining unit on XX September. Zijin Gold International is seeking to raise HK$25 billion for an initial public offering in Hong Kong. It produces about 2.5moz pa in 2024"
X Link @BurggrabenH 2025-09-19T14:09Z 109.9K followers, 6233 engagements
"At this stage most of whats being traded in war metals is narrative vapor not geology. Take $METC: it shows a slide on rare earths with a gross in-situ revenue value of $XX million (before costs) versus a +$3 billion market-cap jump in six months (515%). Yes JPM is backing critical industries with $XXX trillion but most of what needs to be built still needs to be found first"
X Link @BurggrabenH 2025-10-14T01:16Z 109.9K followers, 73.1K engagements
"Europes approach to energy defense and illegal migration in the rest of this decade will set the course for the Continents prosperity security and liberty throughout the century"
X Link @BurggrabenH 2025-10-16T17:12Z 109.9K followers, 9049 engagements
"@NewLowObserver @BillClinton @POTUS @vonderleyen @_FriedrichMerz @Keir_Starmer @EmmanuelMacron @GiorgiaMeloni @alexstubb @SwissGov @nfergus @Siemens_Energy Good catch"
X Link @BurggrabenH 2025-10-14T09:58Z 109.9K followers, XXX engagements
"I keep coming back to this chart. Im afraid Western manufacturing needs a war-level metals strategy coordinated across the U.S. Europe Canada Australia Japan and Korea to fix bottlenecks in rare earths and war metals within years. Were talking: Nd Dy Pr Tb W Sb Ti Mo Ni Cr Co V Ta Be elements without which we cannot build & maintain semiconductor factories oil refineries gas turbine makers airline & defence company. Call it a Marshall Plan XXX for industrial survival to avoid sudden chaos. Mining: - Floor-price guarantees to de-risk new production; - Cold Warstyle emergency permits one"
X Link @BurggrabenH 2025-10-12T01:22Z 109.9K followers, 196.5K engagements
"Forget hot takes on Russian fuel shortages. Heres the ledger: 2y-low SPIMEX gasoline volumes XX% CDU downtime (70% strike related) Lukoil water cuts in Siberia at 92%. The energy superpower is running on fumesand the next shoe is oil output"
X Link @BurggrabenH 2025-10-07T12:21Z 109.9K followers, 59.7K engagements
"In the last nine months Barrick lost control of the Loulo-Gounkoto gold mine complex in Mali and had X metric tons of gold seized by the government. Thats about $373m at spot"
X Link @BurggrabenH 2025-09-30T22:19Z 109.9K followers, 8915 engagements
"As I mentioned in my piece Russian oil output wont collapse overnight but it will almost certainly decline hard by 2030. If I had to sketch a scenario (recognizing that this is highly uncertain given the number of moving parts and the path-dependent nature of the system) it might look something like this: By 202930 Russian oil output (excluding gas) could fall to around 8.5mbpd with annual decline rates in the XX% range. The sector may also become increasingly dysfunctional struggling to offset declines with new discoveries or developments. After all kleptocracy is the enemy of"
X Link @BurggrabenH 2025-10-07T16:31Z 109.9K followers, 20.2K engagements
"You see I strongly disagree on this point. Lets see it disintegrated and then deal with loose nukes. The other way will not work - not in Russia has it has no institutions left and not in the West as the Budapest Memorandum has proven. And nukes arent easily used by third parties as 1992 has shown. Meanwhile the Slavic sheep must be woken up somehow"
X Link @BurggrabenH 2025-10-15T16:49Z 109.9K followers, XX engagements
"Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy hold or sell physical gold based on the changing opportunity cost of long-dated US Treasury yields. Lower or negative real rates meant to buy gold and vice versa. This is because gold does not offer a yield (like US bonds offer coupons) but it does offer more safety than Oncle Sam's US government bond. Gold was and remains the safety trade in times of lower or negative"
X Link @BurggrabenH 2024-04-26T18:40Z 109.9K followers, 403.6K engagements
"You confirm my message: the Russian people are as guilty as their government is. Now lets move on and get to the end game. High tide Do u even realize how internally weak this god forgotten place is Without China Russia cannot even manufacture a screwdriver. Its a total joke"
X Link @BurggrabenH 2025-10-16T04:21Z 109.9K followers, XX engagements
"Freeport has declared force majeure at Grasberg and with good reason. This will shake both copper and gold balances. Let me explain why. Grasberg is a giant. One of the largest mines on earth producing 1.7bn pounds of copper (2% of global supply) and 1.6Moz of gold pa (1.5% of global supply). Think of it as a vast underground city: 28000 employees XXX km of tunnels across dozens of levels. Each year 3540 km of new tunnels are added roughly the length of Switzerlands Gotthard Base Tunnel (57 km) the worlds longest rail tunnel. At its heart lies the Grasberg Block Cave (GBC) which accounts for"
X Link @BurggrabenH 2025-09-24T19:43Z 109.9K followers, 384.1K engagements
"Watch oil on Monday. Should be a blood bath"
X Link @BurggrabenH 2025-10-10T22:00Z 109.9K followers, 75K engagements
"This admin squandered a year alienating nearly everyone except China - weirdly. America can bear the cost but massive tariff mistake must be corrected first. The economic frontlines ahead requires all hands on deck across the West to confront Beijing and were not prepared. It will be a bumpy ride"
X Link @BurggrabenH 2025-10-15T15:51Z 109.9K followers, 38.3K engagements
"The problem is that XX years of Kremlin propaganda each night on TV and everywhere on social media has indeed brainwashed most of your fellow countrymen. It was most effective bw 1933 and 1944 for most Germans too believe me. And they were one if not the most educated and industrialized nation in 1914 with by far and away the most important universities on everything. And yet Gbbels managed to introduce the children of Immanuel Kant to the dark side. He managed to turn the categoric imperative on its head. Think about that. And it is precisely this playbook that the Kremlin copied since 2000."
X Link @BurggrabenH 2025-10-16T14:40Z 109.9K followers, XX engagements
"@foxlow I joint SBC Warburg in 1996 until 2001 in Corporate Finance. Then went off into industry and private equity (Babcock & Brown in 2005). So u know"
X Link @BurggrabenH 2025-10-13T14:02Z 109.9K followers, 2707 engagements
"To manage production declines Lukoil drilled more wells and worked each hardersidetracks infill horizontals etcyet avg output per well halved over the period in West Siberia which is 50-60% of Russian output. The only thing that is increasing in West Siberia is the water cut. More cost less oil: an ugly treadmill every American oil worker knows all too well. #RussiaUkraineWar #Oil"
X Link @BurggrabenH 2025-10-07T16:21Z 109.9K followers, 26.4K engagements
"We all pay our invoices one way or another. I learned it the hard way. The people of Russia will too. They keep this regime alive. They allow the silovikis to empty their gas station & dismantle the few pieces of integrity that was left after XX years of Putinism. They will pay the invoice - a huge one too. Most of them just dont get it yet. But as oil prices are heading south & China is devaluing the yuan Russia will likely disintegrate. It will make 1992 look like a childrens birthday"
X Link @BurggrabenH 2025-10-15T16:32Z 109.9K followers, 21.2K engagements
"Based on the fact that China has taken this unprecedented position the United States will impose a Tariff of XXX% on China over and above any Tariff that they are currently paying. Also on November 1st we will impose Export Controls on any and all critical software. #China"
X Link @BurggrabenH 2025-10-10T21:45Z 109.9K followers, 69K engagements
"Sooner or later the AI bros will grow up: you cant move fast and break things when its XX GW of grid capacity on the line not your comfy SaaS sandbox BS. Spoiled kids - all of them"
X Link @BurggrabenH 2025-10-10T15:52Z 109.9K followers, 11.9K engagements
"Look chaps what Im really saying is that there is a not insignificant technical risk (and now political ones too) that the Grasberg mine may never restart. Not in years. I mean ever. Two clues: First location. Grasberg sits in one of the wettest climates on the planet. The mine site and its access road get around XX metres of rainfall each year with rain on about XXX days annually. Papua often records monthly peaks above X metres. And remember this mine is in the mountains. Its absurd. Now compare that with El Teniente in Chile another block cave. There the normal is about half a metre per"
X Link @BurggrabenH 2025-09-24T22:36Z 109.9K followers, 209.1K engagements
"OpenAI with its deal with Nvidia and AMD on top of their Stargate datacenter plans to build a total of 26GW of data centers in the next few years. XX GW is about the installed capacity of Switzerland one of the most electrified countries in the world if not the most. Took us XXX years. Hard to guess the replacement cost in todays CHF. An easier data point: UKs Hinkley Point C will likely get to 50bn for 3.2GW. The construction time will be 13-15 years by EDF ex permits et al. If they go for combined-cycle gas turbines they must come from Siemens Energy Mitsubishi Heavy or GE Vernova. All are"
X Link @BurggrabenH 2025-10-10T01:43Z 109.9K followers, 13.3K engagements
"Interesting view on the potentially shrinking App Store moat. PS: @linasbeliunas - post more on X. Nobody uses LinkedIn"
X Link @BurggrabenH 2025-10-10T18:35Z 109.9K followers, 6610 engagements
"The greatest geopolitical miscalculation of our age: believing that transferring industrial know-how to a one-party state would make it a stakeholder in the free world. Jesus In Berlin it was called Wandel durch Handel change through trade. I almost throw up writing it. What a world-class delusion that was. And not just Merkels. Does @Siemens_Energy still try to teach the Chinese how to manufacture gas turbines Give Me A Break. Decades later that same Wandel turns on us. The supply chains we built are now instruments of pressure for the CCP. Historians will call it the betrayal of the"
X Link @BurggrabenH 2025-10-13T02:32Z 109.9K followers, 485.8K engagements