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@ErnestScheyder "Trilogy will sell a XX% stake for $XXXX million to the @DeptofWar as part of a push to develop Alaskan copper and zinc mining projects with @South_32 $S32"
X Link @ErnestScheyder 2025-10-07T17:25Z 14.6K followers, XX engagements

"The Pentagon will have a 10-year call option to acquire an additional XXX million shares of the company from South32 at a price of $XXXX per share exercisable following completion of construction of the Ambler road. $TMQ"
X Link @ErnestScheyder 2025-10-07T17:25Z 14.6K followers, XXX engagements

"Jamie Dimon: "It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals""
X Link @ErnestScheyder 2025-10-13T14:16Z 14.6K followers, XXX engagements

"Operation Warp Speed has been a key comparison for Trump officials as they think about critical minerals. Here's my July scoop w/@JarrettRenshaw on private White House meeting detailing goal of moving quickly to boost rare earths production:"
X Link @ErnestScheyder 2025-10-13T18:50Z 14.6K followers, 2203 engagements

"General Motors made a big bet in 2021 on MP Materials and its rare earth magnets. It also bet big in 2023 on Lithium Americas. $MP $GM $LAC. I chronicle both deals in THE WAR BELOW:"
X Link @ErnestScheyder 2025-10-14T01:02Z 14.6K followers, 1547 engagements

"One of the best parts of writing this book was chronicling the leaders behind U.S. critical minerals projects including execs at @LithiumAmericas and @MPMaterials. (Both companies have been in the news a lot in recent months) $LAC $MP"
X Link @ErnestScheyder 2025-10-11T21:18Z 14.6K followers, XXX engagements

"More US govt price floors are coming for critical minerals companies @SecScottBessent says: "For XX years anytime anyone in a market-based economy stood up a processor or refiner China came in cut the price and put them out of business. So were going to set price floors.""
X Link @ErnestScheyder 2025-10-15T16:42Z 14.6K followers, 1005 engagements

"Operation Warp Speed for minerals Its been the White Houses major focus for months:"
X Link @ErnestScheyder 2025-10-13T20:42Z 14.6K followers, XXX engagements

"China's been quietly limiting exports of rare earths for weeks; last week's news just got all the headlines"
X Link @ErnestScheyder 2025-10-14T16:08Z 14.6K followers, XXX engagements

"Lithium Americass plans to build the largest lithium mine in the Western Hemisphere almost didnt happen as I write about in THE WAR BELOW. Trumps approval of the project just before he left office the first time sparked a court battle that dragged on for years. $LAC 👇👇"
X Link @ErnestScheyder 2025-10-11T21:18Z 14.6K followers, 1035 engagements

"Important read here with all the details:"
X Link @ErnestScheyder 2025-10-14T16:08Z 14.6K followers, XXX engagements

"The @DeptofWar will buy XXX million shares in Trilogy at price of $XXXX per share for a total of roughly $XXXX million. The remaining $XXXX million of the investment will go to @South_32 in exchange for XXX million common shares of Trilogy that South32 holds. $TMQ"
X Link @ErnestScheyder 2025-10-07T17:25Z 14.6K followers, XX engagements

"Wright's post is coming less than XX hours after China imposed export controls on high-end lithium-ion batteries cathodes and graphite anode material as well as technological know-how: Basically the high-tech battery stuff that lithium is used to make"
X Link @ErnestScheyder 2025-10-10T16:14Z 14.6K followers, XXX engagements

"Australia's Lynas partners with Noveon for rare earth magnets supply to US -"
X Link @ErnestScheyder 2025-10-09T01:19Z 14.6K followers, XXX engagements

"The U.S. government also earlier this month took a stake in @LithiumAmericas which is building the largest lithium mine in the Western Hemisphere. $LAC"
X Link @ErnestScheyder 2025-10-10T16:14Z 14.6K followers, XXX engagements

"Funds will be used to develop the Upper Kobuk Mineral Projects located in the Ambler mining district where Trilogy aims to develop at least two mines for copper and other metals alongside South32 in #Alaska"
X Link @ErnestScheyder 2025-10-07T17:25Z 14.6K followers, XX engagements

"This was news that @JarrettRenshaw broke in July with our scoop that White House officials privately told rare earths firms that an @MPMaterials price floor was "not a one-off" and that similar deals were coming. $MP $UUUU $METC $REEMF $LYC $USAR"
X Link @ErnestScheyder 2025-10-15T16:47Z 14.6K followers, 1471 engagements

"MP was formed by a Chicago hedge fund that bought the only US rare earths mine after prevailing in a bankruptcy court case. In 2020 I went to that mine; it was a fascinating visit to include in THE WAR BELOW📚 $MP 👇👇👇"
X Link @ErnestScheyder 2025-10-11T21:18Z 14.6K followers, 1241 engagements