@robert_ivanhoe Avatar @robert_ivanhoe Robert Friedland

Robert Friedland posts on X about copper, china, the world, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 63.3% countries 23.85% stocks 7.34% financial services #165 travel destinations 2.75% cryptocurrencies 0.92%

Social topic influence copper #111, china 8.26%, the world #1946, in the 5.5%, more than 4.59%, ai 4.59%, investment 4.59%, future 3.67%, business 3.67%, platinum #1774

Top accounts mentioned or mentioned by @realdonaldtrump @goldtelegraph_ @pansyhoneybee @smartermarkets @davos @robertivanhoe @asstsecstateaf @presidoumbouya @statedept @uscenergys @bomber78a @wesley1684340 @ivanhoemines_ @vishan_29 @govind_ivanhoe @seanzubick @shroomsleep @ccaplp @grok @ceotechnician

Top assets mentioned Goldman Sachs (GS) BlackRock Inc (BLK) Lockheed Martin Corporation (LMT) Sociedad Quimica y Minera de Chile SA (SQM) Citigroup Inc (C) 2131KOBUSHIDE (21)

Top Social Posts

Top posts by engagements in the last [--] hours

"Pleasure to be back on the @Smarter_Markets podcast while at @Davos last week. #JeffCurrie and I had so much to discuss they made it into a two-part podcast The revenge of the miners is finally here ๐Ÿ‘€ Dont miss the second part coming soon From @Davos @Robert_Ivanhoe joins #JeffCurrie for Part [--] of a two-part Setting Course special on what the revenge of the miners & the real economy means for #copper & other commodity prices and the big themes Jeff is watching for [----] and beyond. https://t.co/GwuXsk9QV8 https://t.co/uisYqrCaIl From @Davos @Robert_Ivanhoe joins #JeffCurrie for Part [--] of a"
X Link 2026-01-26T22:42Z 38.5K followers, 23.4K engagements

"Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500. However with your leadership and the Project Vault initiative I am super excited for the future of this incredible industry in America and its future impact for the American economy. https://twitter.com/i/web/status/2018474859567706155 https://twitter.com/i/web/status/2018474859567706155"
X Link 2026-02-03T00:01Z 38.5K followers, 315.8K engagements

"the free world has got to get back into the mining business and show that with innovation that we can do it and we can do it in a way that protects the environment protects the workers and also protects the economies of these countries and so this is of strategic importance"
X Link 2026-02-13T11:39Z 38.5K followers, [----] engagements

"BlackRock Says Investors Focused on Climate Should Buy Miners https://finance.yahoo.com/news/blackrock-says-buy-metals-companies-070000344.html https://finance.yahoo.com/news/blackrock-says-buy-metals-companies-070000344.html"
X Link 2023-10-30T18:01Z 38.4K followers, 36.2K engagements

"Goldman Sachs on #copper:"
X Link 2024-01-23T14:02Z 38.4K followers, 54.2K engagements

"#Copper prices hit a record breaking $5 per pound for the first time https://www.forexlive.com/news/copper-prices-hit-a-record-breaking-5-per-pound-for-the-first-time-20240514/ https://www.forexlive.com/news/copper-prices-hit-a-record-breaking-5-per-pound-for-the-first-time-20240514/"
X Link 2024-05-14T19:22Z 38.4K followers, 19.7K engagements

"America's growing copper crisis finds a promising solution in Arizona's backyard https://www.foxbusiness.com/markets/americas-growing-copper-crisis-finds-promising-solution-arizonas-backyard https://www.foxbusiness.com/markets/americas-growing-copper-crisis-finds-promising-solution-arizonas-backyard"
X Link 2025-07-27T18:55Z 37.8K followers, [----] engagements

"Commodities could be on the verge of a new super cycle https://www.reuters.com/markets/commodities/commodities-could-be-verge-new-super-cycle-2025-09-18/ https://www.reuters.com/markets/commodities/commodities-could-be-verge-new-super-cycle-2025-09-18/"
X Link 2025-09-18T16:31Z 38.4K followers, 36.8K engagements

"Gold and Silver Are Soaring. Palladium Is About to Break Out. @IvanhoeMines_ Platreef palladium platinum rhodium nickel copper and gold mine entering production very soon.๐Ÿ‘€ https://www.barrons.com/articles/gold-silver-palladium-price-14fd466c https://www.barrons.com/articles/gold-silver-palladium-price-14fd466c"
X Link 2025-09-23T16:46Z 37.8K followers, [----] engagements

"Copper price spikes on Freeports Grasberg force majeure https://www.mining.com/copper-price-spikes-on-freeports-grasberg-force-majeure/ https://www.mining.com/copper-price-spikes-on-freeports-grasberg-force-majeure/"
X Link 2025-09-24T17:04Z 37.8K followers, 26.4K engagements

"BofA on copper: The incident at the world's second largest copper mine (Grasberg Indonesia) is set to further tighten the copper market materially. Our Metals Strategist now sees the copper deficit widening to 350kt in [----] and 533kt in [----] versus 25kt in [----]. Copper price forecasts are raised +11.0% to $5.13 per pound (/lb) or $11313 per tonne (/t) in 2026E +12.5% to $6.12/lb or $13501/t in 2027E calling a peak at $6.80/lb or $15000/t by year-end 2027"
X Link 2025-09-29T14:08Z 38.4K followers, 58.4K engagements

"The world needs astronomical amounts of copper over the next [--] years. Here is a collection of televised predictions I made about copper over the past [--] years. It did not require clairvoyance to predict where the price of copper is going. Copper is up again this morning at over $5.00/lb ($11000/tonne)"
X Link 2025-10-20T09:11Z 38.4K followers, 27.7K engagements

"Copper price rises on mine struggles Goldman bull flag https://www.mining.com/copper-price-rises-on-mine-struggles-goldman-bull-flag/ https://www.mining.com/copper-price-rises-on-mine-struggles-goldman-bull-flag/"
X Link 2025-10-24T15:25Z 38.4K followers, 16.2K engagements

"I am impressed to see the commitment by the United States Government in strengthening their economic cooperation with the Democratic Republic of the Congo. Last week a delegation of more than [---] representatives from the government of the Democratic Republic of the Congo visited Washington to discuss expanding economic cooperation between these two great countries. In attendance from the Congolese side were the highest levels of Government including; Prime Minister Judith Suminwa Tuluka; Deputy Prime Minsiter Minister of Interior Jacquemain Shabani Lukoo; Minister of Communication & Media"
X Link 2025-11-04T22:47Z 37.8K followers, 21.7K engagements

"Ivanhoe Mines announced today that the first batch of anodes was cast at the Kamoa-Kakula copper smelter https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-first-anode-production-from-kamoa-kakula-copper-smelter/ https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-first-anode-production-from-kamoa-kakula-copper-smelter/"
X Link 2026-01-02T22:24Z 38.5K followers, 62.1K engagements

"Not only was Sunrise Energy Metals the best performing mining share in the world last year it is also a fact that Ivanhoe Mines holds a [---] per cent royalty on the massive Scandium Cobalt Nickel and Platinum Resources at Syerston in New South Wales Australia. Lockheed Martin has signed an MOU for [--] per cent of the off take from this world leading scandium metals project . with downstream processing to Scandium Metal in the the USA. https://twitter.com/i/web/status/2008162162997395606 https://twitter.com/i/web/status/2008162162997395606"
X Link 2026-01-05T13:02Z 38.5K followers, 14.1K engagements

"The Democratic Republic of Congo will shortly share a list of minerals projects with the US for possible development by American investors https://www.bloomberg.com/news/articles/2026-01-14/congo-to-share-minerals-projects-list-with-us-to-advance-pactutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-14/congo-to-share-minerals-projects-list-with-us-to-advance-pactutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-01-14T20:24Z 38.3K followers, 38.3K engagements

"Are the EU about to start building a strategic stockpiles of metals Hard evidence is hard to come by but this is a rumour I have heard. Question 1: How big is a 'strategic' stockpile of copper Is it [------] tonnes. [------] tonnes. [--] million tonnes. Question 2: Who else thinks that they also need a strategic stockpile of metals Canada the US. The growing copper deficit we face does not even account for this new demand. If the US Canada and the EU all simultaneously start stockpiling we have no idea whatsoever what we're facing For context Chinas State Reserve Bureau holds China's strategic"
X Link 2026-01-29T23:42Z 37.7K followers, 25.5K engagements

"Here is the second part of the @Smarter_Markets podcast we recorded at @Davos. There was so much we discussed it was made into a two-part podcast Sit back and enjoy Welcome to the physical world" Spending by the worlds largest tech giants has moved into power generation grid upgrades & data-center construction tied to the #AI boom. In Part [--] #JeffCurrie & @Robert_Ivanhoe examine what happens when asset-light business models start to Welcome to the physical world" Spending by the worlds largest tech giants has moved into power generation grid upgrades & data-center construction tied to the #AI"
X Link 2026-01-31T22:16Z 37.7K followers, 20.6K engagements

"I recommend reading this research from the Payne Institute for Public Policy at the Colorado School of Mines. It demonstrates with stark clarity that the world is on a collision course between soaring copper demand and the physical limits of how fast we can discover permit finance and build new mines. This is not merely a mining issue. It is an energy issue. A climate issue. A national security issue. In short it is a political issue. https://sciencedirect.com/science/article/pii/S2214629626000526dgcid=author https://sciencedirect.com/science/article/pii/S2214629626000526dgcid=author"
X Link 2026-02-02T18:53Z 37.8K followers, 58.5K engagements

"https://www.wsj.com/business/ivanhoe-mines-shares-rise-with-talks-to-supply-u-s-project-vault-with-critical-minerals-a1747a0dst=iWwxD7&reflink=article_copyURL_share https://www.wsj.com/business/ivanhoe-mines-shares-rise-with-talks-to-supply-u-s-project-vault-with-critical-minerals-a1747a0dst=iWwxD7&reflink=article_copyURL_share"
X Link 2026-02-04T19:22Z 38.4K followers, [----] engagements

"Congo to ship copper to Saudi Arabia UAE via US-backed venture https://www.mining.com/web/congo-to-ship-copper-to-saudi-arabia-uae-via-us-backed-venture/ https://www.mining.com/web/congo-to-ship-copper-to-saudi-arabia-uae-via-us-backed-venture/"
X Link 2026-02-04T22:48Z 38.4K followers, 10.2K engagements

"Platinum And Palladium: The Next Bubble https://www.forbes.com/sites/digital-assets/2025/07/15/platinum-and-palladium-the-next-bubble/ https://www.forbes.com/sites/digital-assets/2025/07/15/platinum-and-palladium-the-next-bubble/"
X Link 2025-07-17T17:40Z 38.5K followers, 31.6K engagements

"Great meeting with @AsstSecStateAF SBO Nick Checker during the inauguration of @Presi_Doumbouya of #Guinea. Appreciate the support of #USA Government under @realDonaldTrump esp. @StateDept for American company Ivanhoe Atlantic's strategic investment in West Africa"
X Link 2026-01-18T17:24Z 38.5K followers, 19.4K engagements

"It was an honor speaking with students at @USCEnergys Energy Business Summit about the coming energy crisis and minings role in unlocking the critical minerals and geothermal energy.the #USA so desperately needs to overcome itBravo to the Zage Business of Energy Initiative. Thank you for inviting me. Dont miss the [----] edition. The future of critical minerals is sparking big conversations Hear student reactions to Robert Friedlands October [----] presentation on the future of critical minerals. Save the date for this years Energy Business SummitWednesday September [--] 2026."
X Link 2026-01-23T22:10Z 38.5K followers, 15.4K engagements

"We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological potential beneath the surface. Our Typhoon and CGI platform is uniquely capable of seeing through that cover to illuminate what other technologies cannot. Chile has supplied the world with copper for generations and as demand accelerates we believe the next wave of world-class copper discoveries will be found hidden beneath"
X Link 2026-01-27T17:01Z 38.5K followers, 11.2K engagements

"China is the largest consumer of copper globally at 50-55%. Here are some data points for 2025: China Copper consumption = 15.32MT (+3% YoY) China Copper mine production = 1.83MT China Copper Concentrate imports = 7.74MT (+7.6% YoY) China Copper Metal imports = 3.85MT China Copper Blister/Anode imports = 0.80MT China Copper Scrap imports = 2.285MT https://twitter.com/i/web/status/2016353500481937811 https://twitter.com/i/web/status/2016353500481937811"
X Link 2026-01-28T03:31Z 38.5K followers, 55.6K engagements

"I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in soon https://twitter.com/i/web/status/2018758581147873580 https://twitter.com/i/web/status/2018758581147873580"
X Link 2026-02-03T18:48Z 38.5K followers, 62.1K engagements

"Copper Buyers Face Biggest Squeeze Since [----] as Stockpiles Drop"
X Link 2025-06-17T16:36Z 38.5K followers, 26.2K engagements

"Revenge of the miners The metal you need for electricity flipped the liquid you burn for energy. Were watching the entire global economy switch operating systems https://t.co/kVGFgYK6uc The metal you need for electricity flipped the liquid you burn for energy. Were watching the entire global economy switch operating systems https://t.co/kVGFgYK6uc"
X Link 2026-01-04T13:03Z 38.5K followers, 22K engagements

"It was an extraordinary honor to meet His Holiness Pope Leo XIV in the Vatican and discuss the role of ethical mining and critical minerals needed for economic development as we work towards peace on Earth I would like to extend my deepest gratitude to His Holiness and the Pontifical Commission for Latin America for inviting me to the meeting which took place under the Churchs Building Bridges Initiative. https://www.opis.com/resources/energy-market-news-from-opis/pope-leo-xiv-meets-executives-at-the-vatican-to-discuss-ethical-mining/"
X Link 2026-01-31T19:55Z 38.5K followers, 57.8K engagements

"Hearing from a trusted source that grid investment is very central to Chinas next [--] Year Plan (to be publicly presented in March 2026).this is very copper intensive. China is apparently planning to increase power grid investment by 30-40% over the next [--] years. This is equivalent to a compounded annual growth rate of 5-5.5% up from 3.3% of annual growth over the past [--] years. In the context of copper this is an increase of roughly [------] tonnes of additional copper demand per year"
X Link 2025-11-02T20:23Z 38.5K followers, 63.8K engagements

"AI to boost copper demand 50% by [----] but more mines needed to ensure supply S&P says https://www.reuters.com/business/energy/ai-boost-copper-demand-50-by-2040-more-mines-needed-ensure-supply-sp-says-2026-01-08/ https://www.reuters.com/business/energy/ai-boost-copper-demand-50-by-2040-more-mines-needed-ensure-supply-sp-says-2026-01-08/"
X Link 2026-01-26T06:17Z 38.5K followers, 22.3K engagements

"LME copper trading at a new all time high this morning at $14125 per tonne"
X Link 2026-01-29T07:53Z 38.5K followers, 63.8K engagements

"Were working round the clock to knock the cover off the ball in our support for U.S. domestic mineral exploration and to mine baby mine U.S. Secretary of the Interior Doug Burgum said during this Bloomberg interview: Theres been an attack on American energy in this country but even longer than that theres been an attack on mining in our country Just like President Trump says; drill baby drill weve got to get back to mine baby mine. The U.S. graduated [-----] lawyers last year and about [---] people with mining and metallurgical degrees. https://twitter.com/i/web/status/2022273312634577355"
X Link 2026-02-13T11:35Z 38.5K followers, 24.3K engagements

"Im telling you Its copper copper copper copper copper"
X Link 2026-02-13T18:17Z 38.5K followers, 196.7K engagements

"The US as well as China are ahead of the curve in building strategic stockpiles of copper. There will other countries joining the trend soon US copper stockpiles are exploding: Copper inventories at Comex surged to a record [------] short tons last week. Since June [----] copper stockpiles have risen +6400% and now exceed the previous record of [------] short tons set in [----] by 48%. Including off-exchange https://t.co/1vvqqODXRQ US copper stockpiles are exploding: Copper inventories at Comex surged to a record [------] short tons last week. Since June [----] copper stockpiles have risen +6400% and now"
X Link 2026-02-13T19:57Z 38.5K followers, 22.1K engagements

"In February [----] Ivanhoe Mines released a study on the robust economics of the tier-one Platreef Mine outlining our path to making it one of the largest producers of precious metals. Today the prices for platinum palladium rhodium and gold are up almost 90% from those used in the study making it even better The Platreef Mine has a once-in-a-generation orebody a discovery so vast that it could feasibly produce [--] million ounces of precious metals for over [---] years. Link to today's Ivanhoe Mines press release on Platreef:"
X Link 2026-01-12T14:53Z 38.5K followers, 16.4K engagements

"I had the great pleasure and honour to hear @DavidCopley speak at the Future Minerals Forum and his message electrified the audience. I could not have been more impressed. You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future"
X Link 2026-01-19T18:53Z 38.5K followers, 19K engagements

"Watch this video of one of the largest data centres on earth under construction in Texas. The video shows the cooling system used for the Ai GPU CHIPS. Its made out of pure copper Copper is used in data centres to transfer heat as well as electricity"
X Link 2026-01-21T14:17Z 38.5K followers, 77K engagements

"It was such a pleasure to speak again with Jennifer Zabasajja on #Bloomberg TV live exactly [--] years to the day when we last spoke at the Mining Indaba. On that occasion we made headlines complaining about the absurd fact that copper was not on the #US Government critical minerals list. That aberration has been more than corrected by the current US Administration with the announcement of #ProjectVault a US Government funded initiative to finance and acquire critical metals for industrialization of its economy. This is indeed great news for Africa as major source of critical minerals which is a"
X Link 2026-02-09T11:15Z 38.5K followers, [----] engagements

"We took to the stage [--] years ago to deliver the keynote at the very first Mining Indaba. and we have spoken here every year since. Data centres did not exist [--] years ago and therefore nor did the term critical minerals In recent years as the world has rapidly advanced a message we have regularly repeated is that not only is the African continent currently a major source of these critical minerals but the continent will be increasingly relied on in the future"
X Link 2026-02-15T09:08Z 38.5K followers, 29.1K engagements

"Per Bloomberg in '#AI Is Already Wreaking Havoc on Global #Power Systems': Globally there are more than [----] data centers built or in various stages of development up from [----] in [----]. These data centers have the capacity to consume a combined [---] terawatt hours of electricity per year if they were to run constantly. Thats greater than the total annual electricity production for Italy or Australia. By [----] global energy consumption by data centers is expected to top [----] TWh about as much as is used by all of India"
X Link 2024-06-21T21:40Z 38.4K followers, 46.7K engagements

"Panic short-covering ignites Comex #copper as shipments fail to arrive https://www.mining.com/web/panic-short-covering-ignites-comex-copper-as-shipments-fail-to-arrive/ https://www.mining.com/web/panic-short-covering-ignites-comex-copper-as-shipments-fail-to-arrive/"
X Link 2024-07-05T17:21Z 38.4K followers, 18.5K engagements

"Copper price surpasses $10000 expected to rise further says Citigroup https://www.mining.com/copper-price-to-retest-10000-t-soon-says-citi/ https://www.mining.com/copper-price-to-retest-10000-t-soon-says-citi/"
X Link 2024-07-06T02:42Z 38.4K followers, 14.9K engagements

"Per Financial Times #copper: 'Beijing rolls out $800bn investment over six years to upgrade system as shift from coal piles pressure on creaking grid'"
X Link 2024-07-12T15:01Z 38.4K followers, 45.4K engagements

"Gold Oil and #Copper Are in A 'Supercycle' https://www.barrons.com/articles/gold-oil-copper-commodities-supercycle-jeff-currie-bf66686c https://www.barrons.com/articles/gold-oil-copper-commodities-supercycle-jeff-currie-bf66686c"
X Link 2024-08-18T15:22Z 38.4K followers, 71.3K engagements

"A few highlights: [--]. Today commodities are as undervalued relative to common equities as they have ever been. [--]. All signs point to the early stages of a prolonged commodity bull market likely stretching into the 2030s. [--]. When commodities and natural resource equities are deeply undervalued like in the mid-1950s the cost of buying into these markets is surprisingly lowif it exists at all. Commodities first looked cheap relative to stocks in [----]. It took [--] years for the ratio to bottom. What was the cost of being early Far less than you think. ๐Ÿ‘‰ Latest research available here:"
X Link 2024-08-29T16:33Z 38.4K followers, 49.6K engagements

"Major #copper discoveries scarce as industry shifts away from greenfield exploration https://www.mining.com/major-copper-discoveries-scarce-as-industry-shifts-away-from-greenfield-exploration-report/ https://www.mining.com/major-copper-discoveries-scarce-as-industry-shifts-away-from-greenfield-exploration-report/"
X Link 2024-09-30T05:11Z 38.4K followers, 25.1K engagements

"Copper to be key driver of price gains among industrial metals in 2025: UBS https://www.investing.com/news/commodities-news/copper-to-be-key-driver-of-price-gains-among-industrial-metals-in-2025-ubs-3802197 https://www.investing.com/news/commodities-news/copper-to-be-key-driver-of-price-gains-among-industrial-metals-in-2025-ubs-3802197"
X Link 2025-01-09T16:14Z 38.4K followers, 31.5K engagements

"Chile has now cut its copper production projection for the coming decade. The top-producing nation now expects output to be 5.54m metric tons by [----] that is only slightly higher than last years projection and less than the agencys projection of 6.43mt which was made a year ago. The almost 900000t revision in the long-term forecast is the equivalent of the output of three or four large mines"
X Link 2025-01-16T12:15Z 38.4K followers, 72.9K engagements

"US copper price premium soars to record after tariff moves https://www.mining.com/web/us-copper-price-premium-soars-to-record-after-trump-tariff-moves/ https://www.mining.com/web/us-copper-price-premium-soars-to-record-after-trump-tariff-moves/"
X Link 2025-02-10T19:32Z 38.4K followers, 23.2K engagements

"Copper industry needs to invest $2.1 trillion over the next [--] years to meet demand https://www.mining.com/copper-industry-needs-to-invest-2-1-trillion-over-the-next-25-years-to-meet-demand/ https://www.mining.com/copper-industry-needs-to-invest-2-1-trillion-over-the-next-25-years-to-meet-demand/"
X Link 2025-03-01T15:15Z 38.4K followers, 37.4K engagements

"Some new notes from Goldman Sachs on copper ๐Ÿงต:"
X Link 2025-03-12T14:17Z 38.4K followers, 84K engagements

"Forget about rare earth minerals. We need more copper https://www.npr.org/2025/03/16/nx-s1-5327095/copper-rare-earth-minerals-mining-electronics https://www.npr.org/2025/03/16/nx-s1-5327095/copper-rare-earth-minerals-mining-electronics"
X Link 2025-03-18T19:03Z 38.5K followers, 44.6K engagements

"Immediate Measures to Increase American Mineral Production https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/ https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/"
X Link 2025-03-21T00:24Z 38.4K followers, 48.7K engagements

"J.P. Morgan upgrades mining sector to overweight citing rebound in metals price https://www.investing.com/news/commodities-news/jp-morgan-upgrades-mining-sector-to-overweight-citing-rebound-in-metals-price-3943601 https://www.investing.com/news/commodities-news/jp-morgan-upgrades-mining-sector-to-overweight-citing-rebound-in-metals-price-3943601"
X Link 2025-03-25T16:27Z 38.4K followers, 102.2K engagements

"Trump May Implement Copper Import Tariffs Within Weeks http://www.bloomberg.com/news/articles/2025-03-26/trump-may-implement-copper-import-tariffs-within-weeks http://www.bloomberg.com/news/articles/2025-03-26/trump-may-implement-copper-import-tariffs-within-weeks"
X Link 2025-03-26T01:51Z 38.3K followers, 13.8K engagements

"Immediate Measures to Increase American Mineral Production https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/ https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/"
X Link 2025-04-15T22:39Z 38.4K followers, 33.5K engagements

"This week was the biggest fall on record in China's copper stocks. China is missing the USA scrap (which is not being exported) and does not have sufficient copper concs coming in. At the same time we have accelerated USA cathode demand as the COMEX ARB drags cathodes away from Asia. China smelters are now paying 50/5 TCRC for spot copper concs. Micro copper picture is explosive"
X Link 2025-04-25T15:05Z 38.4K followers, 62.7K engagements

"Copper inventories in warehouses monitored by the Shanghai Futures Exchange fell by the most on record in tonnage terms in a sign of robust demand in the top metals-consuming country"
X Link 2025-04-27T03:25Z 38.5K followers, 29.2K engagements

"Per Financial Times on copper market: Chinas copper stockpiles are on track to dwindle to nothing in just a few months as the market suffers one of the greatest tightening shocks in its history on fears of US tariffs according to senior executives at commodities trading house Mercuria. Huge US demand as buyers rush to get their hands on copper ahead of the potential imposition of levies by the Trump administration was sucking imports of the metal into the country from the rest of the world and setting it up in direct competition with China for supplies said the Geneva-based group. Chinese"
X Link 2025-04-29T16:39Z 38.5K followers, 55.9K engagements

"Ivanhoe Mines shares rise on strong Q1 results https://www.mining.com/ivanhoe-mines-shares-rise-on-strong-q1-results https://www.mining.com/ivanhoe-mines-shares-rise-on-strong-q1-results"
X Link 2025-05-01T19:09Z 38.1K followers, [----] engagements

"Mining enough copper to develop the world will require its price to more than double says study https://phys.org/news/2025-05-copper-world-require-price.html https://phys.org/news/2025-05-copper-world-require-price.html"
X Link 2025-05-24T15:29Z 38.5K followers, 42.4K engagements

"Copper Rises as Stocks Continue to Flow Out of LME Warehouses"
X Link 2025-06-05T17:25Z 38.4K followers, 37.8K engagements

"BofA on copper: Chinas refined copper imports have been resilient with Mays shipments coming in close to the longer-term average highlighting that underlying demand has held up. Meanwhile against the backdrop of very tight mine supply concentrates imports keep hovering around record highs one reason treatment charges (the remuneration miners pay the smelter to process feedstock) are at record lows"
X Link 2025-06-09T16:09Z 38.4K followers, [----] engagements

"China snaps up mines around the world in rush to secure resources https://www.ft.com/content/51c2016a-28f3-4600-9e08-a491410d34a9accessToken=zwAGOUYeRw34kc9RwgFqKPNGANOeCKSRQQ00qQ.MEUCIQCkDMjubjj3HSA3szNDFexsUswcC5NycSJ-JVRU1VrIcwIgZ8Wq__xsPP1PAxFAsXJ7dVBgK6RZr7A_JO9naexHSYc&sharetype=gift&token=c0283adb-693e-4fd4-a6f8-d74bdfd2d292"
X Link 2025-07-06T16:34Z 38.4K followers, 34K engagements

"Copper price soars to record as US announces 50% tariff https://www.mining.com/copper-price-soars-to-record-as-trump-announces-50-tariff/ https://www.mining.com/copper-price-soars-to-record-as-trump-announces-50-tariff/"
X Link 2025-07-08T22:30Z 37.8K followers, [----] engagements

"Bloomberg on copper today The Global Copper Supply Squeeze Is Coming Copper supply dynamics have rarely looked this tight making the market vulnerable to a shock that could send prices soaring. China meanwhile is absorbing more and more of the worlds available supply as it expands smelting capacity. Thats upping the pressure on others to source feedstock. As competition for copper concentrate heats up Japanese smelters have warned of possible output cuts. The squeeze is increasingly visible in prices. US copper futures trade at record premiums over global benchmarks. Copper stockpiles are"
X Link 2025-07-23T15:38Z 38.4K followers, 30.7K engagements

"US launches public-private initiative to develop first-ever Strategic Minerals Reserve (SMR) headquartered at the Hawthorne Army Depot in Mineral County Nevada. The SMR will focus on storing refining and distributing critical minerals including gallium graphite and copper essential for defense systems semiconductors electric vehicles and battery technology. The project supported by the Department of Defense Defense Logistics Agency and Department of Energy aims to address national security concerns and establish a resilient domestic supply chain for critical minerals"
X Link 2025-08-21T17:04Z 38.4K followers, 40.6K engagements

"Copper and Potash Proposed for Critical Status by US Agency https://www.bloomberg.com/news/articles/2025-08-25/us-agency-proposes-including-copper-potash-in-critical-minerals https://www.bloomberg.com/news/articles/2025-08-25/us-agency-proposes-including-copper-potash-in-critical-minerals"
X Link 2025-08-25T22:32Z 37.8K followers, 14.5K engagements

"Banks are back putting out bullish notes on copper again. Most of the action currently is coming on the option side where speculators are buying Call options. Fed likely to cut US interest rates in [--] days time. The copper market could now be revving up for a proper break through $10000/tonne"
X Link 2025-09-07T10:32Z 38.4K followers, 12K engagements

"US offers to buy stakes in Australian critical minerals companies https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/ https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/"
X Link 2025-10-02T19:24Z 38.2K followers, 33.7K engagements

"Pentagon moves to build $1 billion critical minerals stockpile to counter China https://www.mining.com/pentagon-moves-to-build-1-billion-critical-minerals-stockpile-to-counter-china-report/#::text=The%20Pentagon%20has%20moved%20toDefense%20Logistics%20Agency%20(DLA) https://www.mining.com/pentagon-moves-to-build-1-billion-critical-minerals-stockpile-to-counter-china-report/#::text=The%20Pentagon%20has%20moved%20toDefense%20Logistics%20Agency%20(DLA)"
X Link 2025-10-12T16:57Z 38.4K followers, 43K engagements

"JP Morgan announced today that they will make direct equity investments of up to $10 billion into strategic industries that support the United States economic security. This includes critical minerals. https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-resiliency-initiative https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-resiliency-initiative"
X Link 2025-10-13T10:52Z 38.4K followers, 55.5K engagements

"Xi Rare Earth Shock Gives Trump Chance to Win Over US Allies https://finance.yahoo.com/news/xi-rare-earth-shock-gives-093000521.html https://finance.yahoo.com/news/xi-rare-earth-shock-gives-093000521.html"
X Link 2025-10-17T14:29Z 37.6K followers, [----] engagements

"Copper and Silver Join Revamped US List of Critical Minerals https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-listembedded-checkout=true https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-listembedded-checkout=true"
X Link 2025-11-06T18:11Z 38.4K followers, 20.4K engagements

"Coppers Huge Tariff Bet Is Back as Traders Bid for US Supplies Summary by Bloomberg AI Commodity traders are paying big incentives to secure US-bound shipments of copper with some paying more than $500 a ton over benchmark prices on the London Metal Exchange. The traders' bids are about [--] times higher than manufacturers in China are paying for spot supplies but they're willing to bid over the odds because they can sell the cargoes at much higher levels in the US. The fierce bidding by traders signals that copper's seismic tariff trade could continue to roil the global market next year with"
X Link 2025-11-07T20:16Z 37.5K followers, [----] engagements

"UBS expects copper prices to rise into next year citing tightening supply from persistent mine disruptions and strong long-term demand from electrification and clean-energy investment the bank said in a note on Friday. In its updated projections UBS raised its March [----] price forecast by $750 per metric ton to $11500 increased its June and September [----] targets by $1000 a ton to $12000 and $12500 respectively and introduced a new December [----] target of $13000 per ton"
X Link 2025-11-24T16:15Z 38.4K followers, 13.6K engagements

"Goldman Sachs: Copper is our favourite industrial metal as constrained mine supply growth and structural demand growth from grid & power infrastructure move the market towards balanced in [----] from oversupplied in [----]. Additionally higher ex-US premia and conversations with physical traders point to a larger-than-expected reacceleration of copper flows into the US in H1 [----] ahead of a potential tariff which should further tighten the ex-US market. As a result we lift our average H1 [----] LME copper price forecast to $10710 (from $10415)"
X Link 2025-12-03T14:30Z 37.6K followers, 18.6K engagements

".and copper is the biggest part of the biggest bottleneck"
X Link 2026-01-05T15:19Z 37.6K followers, 19.6K engagements

"Copper copper copper copper copper copper copper copper copper"
X Link 2026-01-09T08:40Z 38.1K followers, 166K engagements

"I expressly appreciate the #USA government and @StateDept's instrumental support and investment in championing two major multi-user rail infrastructure projects in Africa: the Liberty Corridor and the Lobito Corridor. The Liberty Corridor connects the world's greenest source of iron ore in southern Guinea and northern Liberia to the Atlantic port of Buchanan in Liberia. The Lobito Corridor connects the world's greenest copper deposits in the Democratic Republic of the Congo and Zambia to the Atlantic port of Lobito in Angola. Both of these projects ensure the safe and swift passage of"
X Link 2026-01-19T11:45Z 35.5K followers, 16.8K engagements

"I was honored to meet with President Joseph Nyuma Boakai Sr. of the Republic of Liberia and a number of African Heads of State at Pres. Mamady Doumbayas inauguration in Conakry Guinea. I have great faith in the future of Guinea and Liberia and the highest hopes for their ongoing peaceful and prosperous development which the world-class multi-user Liberty Rail Corridor will accelerate. I would like to thank the governments of Guinea Liberia and the United States for their support in opening up the Liberty Rail Corridor the Liberty Corridor will benefit the future of all people of the region"
X Link 2026-01-20T16:45Z 38.1K followers, [----] engagements

"The takeaway from this article is that 'America First' doesnt mean 'Africa last'. The Trump administrations America First doctrine has returned #USAAfrica relations down to their core of economic reciprocity. For African nations willing to engage on those terms the opportunity is real and immediate. Central to this mutual economic opportunity are the rail corridors. They are the real engines driving this transformation. Over the past [--] years the Lobito Rail Corridor funded by the US Government connects the DRC Copperbelt to the Angolan port of Lobito proves this model. as copper has moved"
X Link 2026-01-23T22:34Z 36.2K followers, [----] engagements

"https://www.bloomberg.com/news/articles/2026-01-24/mining-stocks-on-cusp-of-supercycle-as-ai-boom-stokes-metals https://www.bloomberg.com/news/articles/2026-01-24/mining-stocks-on-cusp-of-supercycle-as-ai-boom-stokes-metals"
X Link 2026-01-24T21:20Z 36K followers, 16.3K engagements

"S&P Global Ratings have revised their outlook for the Democratic Republic of the Congo to POSITIVE (from stable) following fiscal and external progressForecast growth expected to exceed 5% from [----] to [----]. Rating of B-/B' affirmed. https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3507290 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3507290"
X Link 2026-01-26T06:43Z 37.5K followers, [----] engagements

"It was an honor speaking with students at @USCEnergys Energy Business Summit about the coming energy crisis and minings role in unlocking the critical minerals and geothermal energy.the #USA so desperately needs to overcome itBravo to the Zage Business of Energy Initiative. Thank you for inviting me. Dont miss the [----] edition. You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly. You people have no idea whatsoever what were facing. Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth with no"
X Link 2026-01-26T06:44Z 37.5K followers, 20K engagements

"I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught wrong-footed collar hedging by miners alarmingly out of the money even aggressive buying of $20000 per tonne strike calls for June and December at notable premiums ($42 and $160). However it all started. what ended up happening was a cascade of margin calls. Adding fuel to the fire there was the unmistakable smell of opportunistic capital. There were certainly funds leaning into the thin overnight liquidity pushing price discovery uphill. I also heard of panic"
X Link 2026-01-29T23:48Z 37.7K followers, 67.3K engagements

"Copper price rises to threemonth high amid supply squeeze and trade optimism https://www.mining.com/copper-price-rises-to-three%e2%80%91month-high-amid-supply-squeeze-and-trade-optimism/ https://www.mining.com/copper-price-rises-to-three%e2%80%91month-high-amid-supply-squeeze-and-trade-optimism/"
X Link 2025-07-01T14:58Z 38.5K followers, [----] engagements

"Third of chip production could face copper supply disruptions by [----] https://www.mining.com/web/third-of-chip-production-could-face-copper-supply-disruptions-by-2035-pwc-report-says/ https://www.mining.com/web/third-of-chip-production-could-face-copper-supply-disruptions-by-2035-pwc-report-says/"
X Link 2025-07-09T02:21Z 38.5K followers, [----] engagements

"Our collective efforts in critical raw materials from disruptive exploration technology to refined metals depend on our talented and dedicated human beingsour legions of geologists mining engineers miners and metallurgists are part of the solution in fact the bedrock of the solution as the real world demands for critical metals explodes the fragile and absurd illusions of net present value models and Federal Reserve gibberish Inflation and National Security demands are now upon us and our real world supply chains must be rebuilt with the utmost urgency. As the New Year dawns we are prepared"
X Link 2025-12-31T09:02Z 38.5K followers, 24.8K engagements

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