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@austinmitchyblu "@marketplunger1 Whats your take on the most exposed commodities here First up I think we get a more universal NdPr floor from Au/G7. Antimony given the export ban Graphite given the countervailing duties Cobalt Thanks as always"
X Link @austinmitchyblu 2025-10-16T08:31Z 13.4K followers, XXX engagements

"#Graphite $SYR The next steps are Trump folds to China (its Trump) or he doubles down on building a domestic supply chain and downstream capability. There is already one player that is vertically integrated and ready for AAM via Vidalia. Graphite hasnt worked cos demand and price.China has dominated it all. What stops an MP style price floor + Equity stake to supply and support the domestic industry They already have trashy DFC loans to $SYR. Tariffs on China graphite are now 160%. Rip up the playbook. Just a thought"
X Link @austinmitchyblu 2025-10-10T01:51Z 13.4K followers, 1967 engagements

"Earnings season aint catching the bull vibes so far $CSL 👀 Profit taking on gap ups e.g $XXX $TPW $JBH $JDO Misses slotted $AGL $HMC Back to slugging rare earths and lithiums"
X Link @austinmitchyblu 2025-08-19T08:22Z 13.4K followers, 2125 engagements

"@respeculator Right so instead of me being lazy ill do more work on this today. Two stakes were sold in the Arax mine in Brazil in 2011: X% S.Korea + XX% Jap steel makers; 2nd stake XX% China Niobium for US$1.95bln. No board position. Catalao mine sold to CMOC from Anglo"
X Link @austinmitchyblu 2025-10-02T23:08Z 13.4K followers, XXX engagements

"@respeculator Walks into a US$450m kicker as well today with Ambler 15c a share unrisked RBCe but in this market why not imply more. Base + Critical minerals in Alaska - are you not entertained"
X Link @austinmitchyblu 2025-10-07T09:01Z 13.4K followers, XXX engagements