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@DuaneHope5 "Copper Tariffs:Freeport ProfitsCosts🧵 Freeport $FCX expects to$1.7B U.S sales due to XX% tariffs on #copper imports; COMEX premium LME. CEO est. a premium of $1.25/lb. U.S imports XX% of its copper cathodes $FCX produces most of the rest. $ARG $ECOR $HCH"
@DuaneHope5 on X 2025-07-24 12:54:20 UTC 7589 followers, XXX engagements

"Great comments from Hot Chili $HCH - #copper is the essential energy metal. Aspressure on supply persists traditional sources of demand from domestic & emerging markets for infrastructurewith new sources - AI EVs military applications nuclear. An energy arms race"
@DuaneHope5 on X 2025-07-25 12:53:58 UTC 7570 followers, XXX engagements

"Antofagasta Cu Output10% Smelter Squeeze➡ $ANTO Prod.to 314K mt in 1H 2025 X yr guidance XXX - 700Kt. CEO👀chance to➡Twin Metals project in MN re: a XX% tariff on #copper. smelters agreed to process their Cu for freesmelter losses. mines. $HCH $ARG $PNPN"
@DuaneHope5 on X 2025-07-16 12:31:36 UTC 7568 followers, XXX engagements

"Freeport's $FCX quarterly avg. realized price for #copper was $4.54/lb XXX% from last yr while its avg. realized price for #gold $3291/oz 43%"
@DuaneHope5 on X 2025-07-24 12:54:22 UTC 7589 followers, XXX engagements

"Critical Metals & Rare Earths China dominates REEs processing & smelting. Export controls are squeezing Western supply chains acc. Reuters Westwin Elements developing the only #nickel refinery ➡ #lithium & REEs recycling. Tungsten:=80% of 🌎output"
@DuaneHope5 on X 2025-07-03 14:36:58 UTC 7589 followers, XXX engagements

"China Battery Ban: Graphite Runners🧵 Commerce Dept. impose preliminary anti-dumping tariffs on imports of #graphite - making the effective rate 150%. = $7/kwh cost to an avg. EV battery cell.to microcap domestic graphite producers/explorers. $NGC $NOU $WWR"
@DuaneHope5 on X 2025-07-18 13:01:42 UTC 7568 followers, 1046 engagements

"Power Metallic $PNPN XXX% 1YR outperforming 1st leg of an industrial / energy transition metals rally. Rare discovery - NISK project (Lion Zone) hitting an impressive XX% significant mineralization on its holes (ex. XX% CuEq over 12.5m). #copper #platinum #palladium"
@DuaneHope5 on X 2025-07-23 17:47:33 UTC 7572 followers, 2733 engagements

"Steel & Aluminum: Strong Signals Mixed Results #Aluminum6% #steel X% since the April 1st tariff announcement. Market tightness prices & s planned US$70B on infrastructure➡a rally in industrials. EUdefense spending &demand onglobal supply. $CLF $CENX"
@DuaneHope5 on X 2025-07-23 13:37:41 UTC 7576 followers, XXX engagements

"The beleaguered "domestic" microcap #graphite universeon the news ex. $WWR building a graphite plant in Alabama. The co. has deals w/ Stellantis & SK On Co. planning to have 12500 mt of production capacity online next yr. $NGC is the only domestic producer online in"
@DuaneHope5 on X 2025-07-18 13:01:43 UTC 7567 followers, 1005 engagements

"Platinum: Hopes for a Continued Rally #Platinum56% YTD on imports &NYMEX inflows; tariff threats. S. Africa (70% of🌎supply) was in decline. XX% of miners are now➡or profitable vs. XX% last yr. CEO of Valterra thinks price+50% to incentivize new mines. $PLTM $PNPN"
@DuaneHope5 on X 2025-07-28 12:41:40 UTC 7589 followers, 1800 engagements

"Nickel & Zinc #1 in #nickel smelting due to an export ban on ore ➡domestic processing. Korea Zinc #1 #zinc / #lead refiner650 kt Zn & XXX kt Pb capacity nickel sulfate refining to XX kt/yr by 2026 Firms like Nyrstar & $CENT struggle w/ high energy costs"
@DuaneHope5 on X 2025-07-03 14:36:58 UTC 7570 followers, XXX engagements

"Commerce Dept. determined that graphite (& other anode making material) is being sold by at market value. Graphite is the material of choice for anodes for #lithium batteries until 2030 acc. the IEA. 180K t of graphite were imported to last yr 2/3 from acc. BNEF"
@DuaneHope5 on X 2025-07-18 13:01:43 UTC 7567 followers, XXX engagements

"Freeport $FCX which supplies XX% of U.S. refined #copper expects to sell 1.3B lbs from its domestic mines in 2025. The co. cautioned that X% in the cost of U.S. purchases if suppliers pass along tariff-related expenses"
@DuaneHope5 on X 2025-07-24 12:54:21 UTC 7594 followers, XX engagements

"Breaking: Trump Tariffs Indonesia Acc. Trumppays XX% on exports to & will pay X on their exports to . Trump mentions access to rare earths & high quality #copper as his motivation for striking this deal. The world awaits Indonesia's response. $FCX $SCCO $ARG $HCH"
@DuaneHope5 on X 2025-07-15 18:37:19 UTC 7589 followers, 1731 engagements