# ![@AndreaHotter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::471053400.png) @AndreaHotter Andrea Hotter

Andrea Hotter posts on X about copper, china, shanghai, stocks the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::471053400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::471053400/c:line/m:interactions.svg)

- [--] Week [-----] -22%
- [--] Month [------] +146%
- [--] Months [-------] +65%
- [--] Year [-------] +26%

### Mentions: [--] [#](/creator/twitter::471053400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::471053400/c:line/m:posts_active.svg)

- [--] Month [--] -44%
- [--] Months [---] +24%
- [--] Year [---] +4.10%

### Followers: [------] [#](/creator/twitter::471053400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::471053400/c:line/m:followers.svg)

- [--] Week [------] +1.60%
- [--] Month [------] +2.40%
- [--] Months [------] +5.60%
- [--] Year [------] +7.50%

### CreatorRank: [---------] [#](/creator/twitter::471053400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::471053400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services)  [us election](/list/us-election) 

**Social topic influence**
[copper](/topic/copper) #992, [china](/topic/china), [shanghai](/topic/shanghai), [stocks](/topic/stocks), [futures](/topic/futures), [australia](/topic/australia), [ceo](/topic/ceo), [rio tinto](/topic/rio-tinto), [metal](/topic/metal) #3558, [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@fastmarkets](/creator/undefined) [@lmenews](/creator/undefined) [@trafigura](/creator/undefined) [@abaxxexchange](/creator/undefined) [@pilbaraminerals](/creator/undefined) [@blackjack155361](/creator/undefined) [@melgarian](/creator/undefined) [@hayanaphtal](/creator/undefined) [@liontownres](/creator/undefined) [@paul39078971](/creator/undefined) [@respeculator](/creator/undefined) [@codelcochile](/creator/undefined) [@abaxxtech](/creator/undefined) [@fmfcx](/creator/undefined) [@antofagastaplc](/creator/undefined) [@robertivanhoe](/creator/undefined) [@traderhustler](/creator/undefined) [@willxadams](/creator/undefined) [@riotinto](/creator/undefined) [@motaengil](/creator/undefined)

**Top assets mentioned**
[Rio Tinto plc (RIO)](/topic/rio-tinto) [Goldman Sachs (GS)](/topic/goldman-sachs) [Spotify Technology (SPOT)](/topic/$spot) [Lithium (LITH)](/topic/lithium)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Glencore is in exclusive talks with IGO Limited to sell its CSA #copper mine although is still in due diligence with no decision made according to the Australian miner. https://dashboard.fastmarkets.com/a/5086542 https://dashboard.fastmarkets.com/a/5086542"  
[X Link](https://x.com/AndreaHotter/status/1496556055723184137)  2022-02-23T18:42Z 10.4K followers, [--] engagements


"IGO Limited says to take an impairment against its exploration portfolio of around $275-295 million in FY2024 as it works to rationalize the assets. Charge relates to the revaluation of the Silver Knight and Mt Goode #nickel exploration assets as well as the broader portfolio"  
[X Link](https://x.com/AndreaHotter/status/1813194485842485745)  2024-07-16T12:50Z 10.4K followers, [---] engagements


"Targets for recycled metal content in new European lithium-ion batteries have been set at 6% for #lithium & #nickel & 16% for cobalt by [----] but there are serious doubts whether the domestic industry can meet these goals due to several cancellations delaysin recycling projects"  
[X Link](https://x.com/AndreaHotter/status/1869381822473457861)  2024-12-18T13:58Z 10.4K followers, [---] engagements


"Korea Zinc is working with the US govt to redevelop the US's only #zinc smelter at Clarksville in Tennessee. Plans to expand facility to handle [--] non-ferrous metals including #copper and #lead plus critical minerals like #antimony #gallium and #germanium. #Nyrstar #Trafigura"  
[X Link](https://x.com/AndreaHotter/status/2000649751709221157)  2025-12-15T19:30Z 10.4K followers, [----] engagements


"#Glencores preliminary talks with #Rio Tinto are sending ripples far beyond the boardroom. If the twowere to combine the deal would not just be about production or scale it would reshape global #commodity #trading. Read free here: https://www.fastmarkets.com/insights/rio-tinto-glencore-talks-bring-trading-power-in-focus-andrea-hotter/ https://www.fastmarkets.com/insights/rio-tinto-glencore-talks-bring-trading-power-in-focus-andrea-hotter/"  
[X Link](https://x.com/AndreaHotter/status/2010709248578113876)  2026-01-12T13:43Z 10.4K followers, [----] engagements


"Rio Tinto says [----] #copper production was +11% YoY at [------] tonnes exceeding the top end of its increased guidance range driven by the ramp-up of Oyu Tolgoi where the underground development project is now complete. Guidance was 860000-875000 tonnes"  
[X Link](https://x.com/AndreaHotter/status/2013737400049016924)  2026-01-20T22:16Z 10.4K followers, [----] engagements


"Rio Tinto [----] #bauxite output was +6% YoY at [----] million tonnes and higher than forecast guidance of around [--] million tonnes"  
[X Link](https://x.com/AndreaHotter/status/2013738470540279845)  2026-01-20T22:20Z 10.4K followers, [---] engagements


"Rio Tinto's [----] #alumina production was [---] million tonnes +4% YoY and within guidance of 7.4-7.8 million tonnes. Guidance for [----] is 7.6-7.8 million tonnes it notes"  
[X Link](https://x.com/AndreaHotter/status/2013738778553209201)  2026-01-20T22:21Z 10.4K followers, [---] engagements


"In [----] Chinas #bauxite imports reached [------] million tonnes marking a historic high while #alumina imports fell by 15.6% year on year to [---] million tonnes according to the latest data from Chinas General Administration of Customs"  
[X Link](https://x.com/AndreaHotter/status/2013976749940334828)  2026-01-21T14:07Z 10.4K followers, [---] engagements


"Lundin Mining sees [----] #copper output of [------] tonnes and keeps [----] production guidance at 310000-335000 tonnes. Expects to produce 315000-340000 tonnes in [----] and 290000-315000 tonnes in [----] it adds"  
[X Link](https://x.com/AndreaHotter/status/2014312157169459631)  2026-01-22T12:20Z 10.4K followers, [---] engagements


"Chinese miner MMGs #copper output was +27% to [------] tonnes in [----] boosted by the key Las Bambas mine it says. This marks a solid performance for the Peruvian mine where operations have previously suffered from community unrest"  
[X Link](https://x.com/AndreaHotter/status/2014346138824970703)  2026-01-22T14:35Z 10.4K followers, [---] engagements


"Alcoa sees [----] #alumina production at 9.7-9.9 million tonnes up vs [----] due to productivity improvements. In [----] alumina shipments are expected to be 11.8-12.0 million tonnes; the difference reflects trading volumes & externally sourced alumina to fill customer contracts"  
[X Link](https://x.com/AndreaHotter/status/2014457286215758121)  2026-01-22T21:56Z 10.4K followers, [---] engagements


"The three-month #tin price on the London Metal Exchange resumed gains at the 5pm close on Tuesday rising by 1.19% after dropping by more than 4% on Monday while #nickel recorded the biggest decline among base metals on the day"  
[X Link](https://x.com/AndreaHotter/status/2016236957752320461)  2026-01-27T19:48Z 10.4K followers, [---] engagements


"@HayaNaphtal provides an overview of LDES (long duration energy storage) project #financing highlighting the mix of grants debt and equity in notable global projects with a focus on how revenue streams like PPAs influence capital stacks. Read free: https://fairgreen.beehiiv.com/p/ldes-project-financing https://fairgreen.beehiiv.com/p/ldes-project-financing"  
[X Link](https://x.com/AndreaHotter/status/2016555834671562958)  2026-01-28T16:55Z 10.4K followers, [---] engagements


"Liontown says Q2 #lithium concentrate production was [------] tonnes at an average grade of 5.1% LiO3 +21% vs Q1. Realised price of US$900/tonne sold reflects contractual pricing set prior to lithium price rally in last months of [----] it adds"  
[X Link](https://x.com/AndreaHotter/status/2016878956008419592)  2026-01-29T14:19Z 10.4K followers, [---] engagements


"Base metals prices on the LME were all higher on January [--] riding on the coattails of a rally in precious metals prices recent weakness in the dollar and escalating geopolitical tensions"  
[X Link](https://x.com/AndreaHotter/status/2016884106659832250)  2026-01-29T14:40Z 10.4K followers, [---] engagements


"LME three-month #copper rose by just over 4% to $13618.00 per tonne at the 5pm close the biggest move among base metals on a mixed day for the complex. Traders tell me that algos were a key driver for the gains with stocks rising and the market in contango🧐"  
[X Link](https://x.com/AndreaHotter/status/2016984352895226023)  2026-01-29T21:18Z 10.4K followers, [---] engagements


"After a volatile week LME three-month base metals prices were almost unchanged from the previous week in early trading on January [--] despite some prices (#copper and #tin) surging to all time highs on Thursday before falling back later in the day"  
[X Link](https://x.com/AndreaHotter/status/2017253403756273893)  2026-01-30T15:07Z 10.4K followers, [---] engagements


"EcoGraf says an updated bankable feasibility study for the Epanko #graphite project is being finalised with delivery expected in February. Stage [--] is [-----] tpy. Expansion study also completed which envisages staged ramp-up to [------] tpy within [--] years"  
[X Link](https://x.com/AndreaHotter/status/2017301066841215379)  2026-01-30T18:17Z 10.4K followers, [---] engagements


"Metal Hawk to purchase IGO Limiteds 51% JV interest in the Kanowna East Emu Lake and Fraser South #nickel #copper and #gold projects in Australia. IGOs stake in MHK will increase to 8.2%"  
[X Link](https://x.com/AndreaHotter/status/1654140192591052801)  2023-05-04T15:05Z 10.4K followers, [---] engagements


"Anglo American confirms it has received an "unsolicited non-binding and highly conditional combination proposal" from BHP. Would involve separate demergers by Anglo of its entire shareholdings in Anglo American Platinum and Kumba Iron Ore Limited to Anglo American shareholders"  
[X Link](https://x.com/anyuser/status/1783268326275207253)  2024-04-24T22:54Z 10.6K followers, 33K engagements


"Liontown Resources says to update market on review of potential deferral of [--] million tpy expansion at Kathleen Valley #lithium project due to mkt conditions by end of upcoming quarter. Project is 85% complete on budget/schedule for mid-2024 start"  
[X Link](https://x.com/AndreaHotter/status/1784733333294866447)  2024-04-28T23:56Z 10.4K followers, [----] engagements


"Anglo American Platinum & Kumba Iron Ore are currently worth about $15 billion & 34% of the proposed total says Anglo - a substantial amount of stock to distribute & a majority of their shares. This creates significant uncertainty as to the delivered value of the BHP bid"  
[X Link](https://x.com/AndreaHotter/status/1790051544634675598)  2024-05-13T16:08Z 10.4K followers, [---] engagements


"Liontown Resources says 1st #lithium spodumene concentrate has been produced at Kathleen Valley as the company starts to ramp up to nameplate throughput of [--] million tonnes annually currently expected by the end of Q1 [----]. 1st shipment due in Q3 [----] @LiontownRes"  
[X Link](https://x.com/AndreaHotter/status/1818592035902718088)  2024-07-31T10:18Z 10.4K followers, [---] engagements


"Kathleen Valley continues to ramp up shipping [-----] tonnes of #lithium spodumene concentrate to customers in the [--] months to Dec [--] Liontown Resources says. The milestone of first cargo to long-term foundational customer LG Energy Solution was achieved in December it adds"  
[X Link](https://x.com/AndreaHotter/status/1881704948834152606)  2025-01-21T14:06Z 10.4K followers, [---] engagements


"Liontown Resources says it has strategically built & paid for significant stockpiles in anticipation of transition from open pit to underground mining ops in [----] with [---] million tonnes of stockpiled ore which is expected to be gradually drawn down. #lithium"  
[X Link](https://x.com/AndreaHotter/status/1881705762516537727)  2025-01-21T14:09Z 10.4K followers, [---] engagements


"Liontown Resources is turning its mind to dealmaking to expand its focus beyond its Kathleen Valley #lithium mine in Australia the companys CEO told Fastmarkets. Read here for free: https://www.fastmarkets.com/insights/liontown-single-asset-lithium-producer-andrea-hotter/ https://www.fastmarkets.com/insights/liontown-single-asset-lithium-producer-andrea-hotter/"  
[X Link](https://x.com/AndreaHotter/status/1899165105038020952)  2025-03-10T18:27Z 10.4K followers, 10.2K engagements


"Alcoa's Australia unit in JV with Japan Australia Gallium Associates (a JV between Sojitz Corp and JOGMEC) to explore the feasibility of a #gallium project to be co-located at one of Alcoas operating alumina refineries in Western Australia"  
[X Link](https://x.com/AndreaHotter/status/1952384076893098108)  2025-08-04T15:00Z 10.4K followers, [----] engagements


"Covalent Lithium produced its 1st battery-grade #lithium hydroxide at the Kwinana refinery in W Australia in July it says. The company a JV between Wesfarmers and SQM plans to ramp up production towards the nameplate capacity of [-----] tonnes per year over the next [--] months"  
[X Link](https://x.com/AndreaHotter/status/1955994494932750593)  2025-08-14T14:06Z 10.4K followers, [---] engagements


"Ganfeng Lithium Group and Lithium Argentina get stage [--] approval for Pozuelos-Pastos Grandes [--] integrated #lithium brine projects in Argentina. Will have production capacity of [------] tonnes of LCE annually in three stages of [-----] tpy of LCE each with a 30-year project life"  
[X Link](https://x.com/AndreaHotter/status/1987875921731207552)  2025-11-10T13:32Z 10.4K followers, [---] engagements


"Norsk Hydro signs new $1.6 billion and $800 million sustainability-linked revolving credit facilities replacing previous undrawn facilities. The margin is tied to Hydros annual progress in reducing CO2 emissions per tonne of #aluminium metal from electrolysis"  
[X Link](https://x.com/AndreaHotter/status/1990835601642250581)  2025-11-18T17:32Z 10.4K followers, [---] engagements


"Japanese copper producer Pan Pacific Copper has offered to supply its Taiwan-based customers with #copper cathode in [----] at a premium of around $335 per tonne sources say. This marks an increase of about $240/tonne from PPCs [----] premium of $95 which was rolled over from 2024"  
[X Link](https://x.com/AndreaHotter/status/1998489420643885211)  2025-12-09T20:26Z 10.4K followers, [---] engagements


"First Quantum to be allowed to remove and process stockpiled #copper ore at Cobre Panam following approval by President Mulino it says. But the processing of stockpiles is NOT a reopening of the mine it adds"  
[X Link](https://x.com/AndreaHotter/status/2011934259888455852)  2026-01-15T22:51Z 10.4K followers, [---] engagements


"Alcoa says [----] #alumina production was -4% YoY at [----] million tonnes primarily due to the full curtailment of the Kwinana refinery completed in June [----]. #Bauxite output was [----] million tonnes slightly down from [----] million tonnes in 2024"  
[X Link](https://x.com/AndreaHotter/status/2014456977712185548)  2026-01-22T21:55Z 10.4K followers, [---] engagements


"Shrikant Saboo is joining The Metals Risk Team; he was most recently group head commercial marketing & risk at India's Vedanta Resources where he developed group-wide hedging programs across commodities and foreign exchange including commercial strategy"  
[X Link](https://x.com/AndreaHotter/status/2015801207286063301)  2026-01-26T14:57Z 10.4K followers, [---] engagements


"Botswana Diamonds Plc awarded eight prospecting licences for #copper other critical minerals in north-western Botswana it says; reflects the current weakness in the diamond market combined with the strong and growing demand for copper and other energy-transition metals"  
[X Link](https://x.com/AndreaHotter/status/2015832790944628941)  2026-01-26T17:02Z 10.4K followers, [---] engagements


"Freeport Resources has signed a non-binding MoU with Papua New Guineas state-owned mining investment company Kumul Minerals to cooperate on advancing the Yandera #copper project in Madang Province"  
[X Link](https://x.com/AndreaHotter/status/2016236807189348701)  2026-01-27T19:48Z 10.4K followers, [---] engagements


"Andrnico Luksic (Craig) is stepping down from the board of the parent company of London-listed #copper producer Antofagasta Minerals on Feb [--]. "Having already passed the age of [--] it is time to make room for new generations" he says"  
[X Link](https://x.com/AndreaHotter/status/2016540325951545742)  2026-01-28T15:54Z 10.4K followers, [---] engagements


"Glencore says H2 [----] #copper production of [------] tonnes was 48% above H1 mainly due to higher grades and recoveries at KCC Mutanda Antapaccay and Antamina. But [----] copper output was -11% YoY at [------] tonnes"  
[X Link](https://x.com/AndreaHotter/status/2016865837487882335)  2026-01-29T13:27Z 10.4K followers, [---] engagements


"Glencore says 11% drop in [----] #copper output was mainly due to lower head grades/recoveries associated with mine sequencing and resultant ore feedstock to the plants plus closure of the MICO mine in mid-2025"  
[X Link](https://x.com/AndreaHotter/status/2016866056871063876)  2026-01-29T13:28Z 10.4K followers, [---] engagements


"Glencore says it plans to export #cobalt from the DRC based on its quotas of [-----] tonnes in [----] and [-----] tonnes in [----] (includes [----] carryover). #Copper production in the DRC will be prioritised over cobalt where it makes commercial sense while quotas are in effect"  
[X Link](https://x.com/AndreaHotter/status/2016867906244460707)  2026-01-29T13:35Z 10.4K followers, [---] engagements


"Glencore's [----] #ferrochrome production was [------] tonnes down [------] tonnes or 63% lower than in [----]. This reflects the suspension of the Boshoek and Wonderkop smelters in May and June respectively. Chrome ore production of [---] million tonnes was in line with 2024"  
[X Link](https://x.com/AndreaHotter/status/2016868407405052403)  2026-01-29T13:37Z 10.4K followers, [---] engagements


"Glencore says it own sourced #zinc production of [------] tonnes was [-----] tonnes (7%) higher than [----] mainly reflecting higher zinc grades at Antamina (60500 tonnes) and higher McArthur River production (14900 tonnes)"  
[X Link](https://x.com/AndreaHotter/status/2016868508517224490)  2026-01-29T13:38Z 10.4K followers, [---] engagements


"Antofagasta says [----] #copper production is expected to be 650000-700000 tonnes which includes an incremental increase in output at Los Pelambres related to higher copper grades. Production in [----] was [------] tonnes"  
[X Link](https://x.com/AndreaHotter/status/2016869435852648743)  2026-01-29T13:41Z 10.4K followers, [---] engagements


"Rio Tinto & Chalco in 33:67 JV deal to buy Votorantims 68.596% controlling stake in Companhia Brasileira de Alumnio (CBA). CBA annual capacity is [--] million tonnes of #bauxite [------] tonnes of #alumina [------] tonnes of #aluminium & [------] tonnes of secondary #recycling"  
[X Link](https://x.com/AndreaHotter/status/2017047642539282898)  2026-01-30T01:30Z 10.4K followers, [---] engagements


"#Glencore and the #Orion Critical Mineral Consortium in non-binding MoU for potential acquisition of a 40% stake in Glencores interests in Mutanda Mining and Kamoto Copper in the DRC. Orion to get offtake relevant to stake assets would still be managed by Glencore. #copper"  
[X Link](https://x.com/AndreaHotter/status/2018708568032096665)  2026-02-03T15:30Z 10.4K followers, [----] engagements


"London Metal Exchange base metals prices all recovered to a certain extent early on Feb [--] led by a 4.63% upturn in #tin with #copper rising 3.52% and #nickel up 2.66%"  
[X Link](https://x.com/AndreaHotter/status/2018708829727273158)  2026-02-03T15:31Z 10.4K followers, [---] engagements


"Project Vault is in the headlines. Last October I chatted with M2i Global about how it was working with govt and private companies to build a resilient critical minerals #stockpile for economic & national strength. Missed the podcast Find it here: https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/"  
[X Link](https://x.com/AndreaHotter/status/2019067860312531224)  2026-02-04T15:17Z 10.4K followers, [---] engagements


"The government of Guyana has granted approval to restart #bauxite mining operations in the Berbice River area according to local media sources. The mine was formerly run by a partnership between the partly state-owned Bauxite Company of Guyana asal.nd Russia's Ru"  
[X Link](https://x.com/AndreaHotter/status/2019068756517884312)  2026-02-04T15:21Z 10.4K followers, [---] engagements


"Anglo American says Q4 [----] #copper output was -14% YoY at [------] tonnes. Higher production at Los Bronces as a result of higher grades and strong plant performance offset lower grades at both Quellaveco and Collahuasi it adds"  
[X Link](https://x.com/AndreaHotter/status/2019344273876144219)  2026-02-05T09:36Z 10.4K followers, [---] engagements


"Anglo's [----] #copper production was [------] tonnes within 690000-750000-tonne guidance but -10% from [------] tonnes in 2024"  
[X Link](https://x.com/AndreaHotter/status/2019344276446908694)  2026-02-05T09:36Z 10.4K followers, [---] engagements


"Anglo American CUTS [----] guidance for #copper to 700000-760000 tonnes from 760000-820000 tonnes previously. Chile guidance for [----] is 390000-420000 tonnes (vs 440000-470000 tonnes) Peru is now 310000-340000 tonnes (vs 320000-350000 tonnes)"  
[X Link](https://x.com/AndreaHotter/status/2019344279076798856)  2026-02-05T09:36Z 10.4K followers, [---] engagements


"Anglo American also CUTS [----] #copper guidance to 750000-810000 tonnes from 760000-820000 tonnes. Chile stays at 450000-480000 tonnes and Peru trimmed to 300000-330000 tonnes from 310000-340000 tonnes"  
[X Link](https://x.com/AndreaHotter/status/2019344281555574962)  2026-02-05T09:36Z 10.4K followers, [---] engagements


"Anglo American releases [----] #copper guidance of 790000-850000 tonnes. Of this Chile accounts for 500000-530000 tonnes and Peru accounts for 290000-320000 tonnes"  
[X Link](https://x.com/AndreaHotter/status/2019344284101800037)  2026-02-05T09:36Z 10.4K followers, [---] engagements


"@JPlusFG The nomination of Kevin Warsh as the next chair of the US Federal Reserve triggered sharp sell-offs in precious metals as markets rapidly repriced the outlook for interest rates. I think this spilled over into base metals and other commodities"  
[X Link](https://x.com/AndreaHotter/status/2019344983447241179)  2026-02-05T09:38Z 10.4K followers, [--] engagements


"Very evenly split so far but noone seems to think Rio will walk away from Glencore today. What do you think Vote below. Deadline looms What will Rio do What will Rio do"  
[X Link](https://x.com/AndreaHotter/status/2019346044593869136)  2026-02-05T09:43Z 10.4K followers, [----] engagements


"Glencore's standalone investment case is strong. We have a well-diversified business across a range of commodities supported by one of the best marketing franchises in the industry it says as potential Rio deal falls apart"  
[X Link](https://x.com/AndreaHotter/status/2019435786274554186)  2026-02-05T15:39Z 10.4K followers, [----] engagements


"No Glencore-Rio Tinto deal was NOT on your bingo cards"  
[X Link](https://x.com/AndreaHotter/status/2019436591404683265)  2026-02-05T15:42Z 10.4K followers, [----] engagements


"This is no longer just about subsidies or stockpiles. The question of whether cheap imports crush nascent US processing capacity has shifted into an explicit pricing issue where the state signals what constitutes fair value. Read free here: ➡ https://www.fastmarkets.com/insights/us-led-price-floors-shakes-critical-minerals-markets/ https://www.fastmarkets.com/insights/us-led-price-floors-shakes-critical-minerals-markets/"  
[X Link](https://x.com/AndreaHotter/status/2019894561573572687)  2026-02-06T22:02Z 10.4K followers, [----] engagements


"Neometals says its 70:30 JV Reed Advanced Materials has agreed with Rio Tinto's Livent USA to extend its 8-month MoU on #lithium processing tech by 12-months including optimisation test work processdesign updates and field trials on Rio Tintos lithium brine assets"  
[X Link](https://x.com/AndreaHotter/status/2019347564097642662)  2026-02-05T09:49Z 10.6K followers, [---] engagements


"🔥Rio Tinto is no longer considering a possible merger or other business combination with Glencore plc as Rio Tinto has determined that it could not reach an agreement that would deliver value to its shareholders it says"  
[X Link](https://x.com/AndreaHotter/status/2019434652977754136)  2026-02-05T15:35Z 10.6K followers, [----] engagements


"Glencore says Rio Tinto wanted to keep both Chairman and CEO roles and significantly undervalued its contribution to the combined group. We concluded that the proposed acquisition on these terms is not in the best interests of Glencore shareholders it adds"  
[X Link](https://x.com/AndreaHotter/status/2019435476760031233)  2026-02-05T15:38Z 10.6K followers, [---] engagements


"Rio Tinto & Glencore ended merger talks unable to agree on terms. Publicly it's framed as a failure to deliver shareholder value. Privately it's more like a collision of corporate DNAs that were never going to coexist without [--] blinking 1st. Neither did https://www.fastmarkets.com/insights/what-rio-tinto-glencore-breakup-tells-us-hotter-commodities/ https://www.fastmarkets.com/insights/what-rio-tinto-glencore-breakup-tells-us-hotter-commodities/"  
[X Link](https://x.com/AndreaHotter/status/2021270339141992755)  2026-02-10T17:09Z 10.6K followers, [---] engagements


"London Stock Exchange suspends share trading in [--] companies including En+ Group Severstal Polyus Novoliplesk Steel Gazprom Rosneft Lukoil and Magnitogorsk Iron & Steel due to Russian invasion of Ukraine #aluminium #oil #steel #gold"  
[X Link](https://x.com/AndreaHotter/status/1499451009889976324)  2022-03-03T18:25Z 10.6K followers, [--] engagements


"Pilbara Minerals CEO Dale Henderson explains the companys plans in response to current #lithium market conditions - YouTube https://www.youtube.com/watchv=Fpv0gADwgwM https://www.youtube.com/watchv=Fpv0gADwgwM"  
[X Link](https://x.com/AndreaHotter/status/1851384650884616252)  2024-10-29T22:04Z 10.5K followers, [---] engagements


"The EU should look to restrict its exports of black mass to ensure the success of its future targets for recycled metal contents according to a report from the French Institute of International Relations"  
[X Link](https://x.com/AndreaHotter/status/1869381820875477012)  2024-12-18T13:58Z 10.4K followers, [---] engagements


"Pilbara Minerals sees production of [------] tonnes of #lithium spodumene concentrate in the three months to Dec 31; -14% qoq due to transition to P850 operating model with Ngungaju plant on care & maintenance (C&M) and planned downtime for ramp-up of P680 Crushing & Sorting"  
[X Link](https://x.com/AndreaHotter/status/1884370204563591285)  2025-01-28T22:37Z 10.5K followers, [---] engagements


"Pilbara Minerals says its P1000 Project is on schedule and on budget with wet commissioning currently being undertaken post the planned January tie in shutdown. #lithium"  
[X Link](https://x.com/AndreaHotter/status/1884370364907884651)  2025-01-28T22:37Z 10.4K followers, [---] engagements


"Pilbara Minerals says its big P1000 expansion project at its Pilgangoora #lithium operation has achieved first ore. Expansion was major upgrade to the Pilgan plants concentrator & supporting infrastructure resulting in a substantial increase in Pilgangooras production capacity"  
[X Link](https://x.com/AndreaHotter/status/1885325526291608062)  2025-01-31T13:53Z 10.5K followers, [---] engagements


"Pilbara Minerals and Calix Limited formally approve the resumption of their mid-stream demo plant JV at Pilbaras Pilgangoora #lithium op after it was temporarily paused in October amid challenging market conditions Pilbara says. Has $15 million grant from W Australia gov"  
[X Link](https://x.com/AndreaHotter/status/1889845249331306762)  2025-02-13T01:13Z 10.5K followers, [----] engagements


"Pilbara Minerals CEO says: "Ngungaju can be restarted within approx four months reinforcing the groups resilience and ability to adapt to market cycles." The highercost lower-capacity plant was put into temporary care and maintenance in December [----] #lithium"  
[X Link](https://x.com/AndreaHotter/status/1892339237648826442)  2025-02-19T22:23Z 10.5K followers, [----] engagements


"LME approves 1st [--] LME-licensed warehouses in Hong Kong which was approved as a location in Jan. Companies are PGS (East Asia) Pte (local partner: SF Supply Chain; GKE Metal Logistics Pte Ltd (local partner: China Resources Logistics; Henry Diaper & Co (local partner: Sinotrans)"  
[X Link](https://x.com/AndreaHotter/status/1912152800332570670)  2025-04-15T14:35Z 10.4K followers, [---] engagements


"Nornickel says its subsidiary Norilsk Nickel Africa Proprietary Ltd complete the sale of its 50% interest in Nkomati mine JV to its South African JV partner African Rainbow Minerals Ltd. Nkomati #copper-#nickel ops have been on care & maintenance since March 2021"  
[X Link](https://x.com/AndreaHotter/status/1952361465886965923)  2025-08-04T13:30Z 10.4K followers, [---] engagements


"Ivanhoe Mines gets US$500 million investment from Qatar Investment Authority (QIA) the sovereign wealth fund of Qatar giving it a 4% stake. #copper #lithium #zinc"  
[X Link](https://x.com/AndreaHotter/status/1968277026273632608)  2025-09-17T11:33Z 10.4K followers, [----] engagements


"Nova Minerals says its US unit Alaska Range Resources has been awarded $43.4 million in Defense Production Act Title III funding by the US Department of War to produce #antimony trisulfide at its Estelle gold and critical minerals project in Alaska"  
[X Link](https://x.com/AndreaHotter/status/1973404971782549661)  2025-10-01T15:09Z 10.6K followers, [----] engagements


"China imported [----] million tonnes of bauxite in Q3 +29% yoy Norsk Hydro says. Imports from Guinea were +38% imports from Australia were -2% yoy; those countries accounted for 92% of total Q3 imports. The average Q3 Chinese bauxite import price was $72/tonne CIF vs $66 yoy"  
[X Link](https://x.com/AndreaHotter/status/1981733605521965365)  2025-10-24T14:44Z 10.4K followers, [----] engagements


"Shareholders of both #Anglo American and #Teck Resources have overwhelmingly approved a merger of equals that will form Anglo Teck a new Canadian-headquartered mining group positioned to become one of the worlds largest producers of copper the companies said"  
[X Link](https://x.com/AndreaHotter/status/1998499496033136732)  2025-12-09T21:06Z 10.4K followers, [---] engagements


"Steel Dynamics Inc. (SDI) and Australian conglomerate SGH Ltd have made a joint $8.8 billion takeover bid for Australias largest steelmaker BlueScope Steel they say. The US businesses of BlueScope Steel incl North Star BlueScope are the prize that SDI seeks it adds #steel"  
[X Link](https://x.com/AndreaHotter/status/2008546629138477430)  2026-01-06T14:30Z 10.6K followers, [---] engagements


"London Metal Exchange #copper futures held near to the record high while #zinc rose on January [--] after the LME announced that deliveries of the galvanizing metal from Korea Zinc would not be allowed in its warehouses from April 14"  
[X Link](https://x.com/AndreaHotter/status/2011850121424622013)  2026-01-15T17:17Z 10.4K followers, [----] engagements


"The flow of #aluminium imports to Japan shifted in [----] on the back of attractive premiums in other regions pulling units away. Market participants attribute the change in trade flows to the stronger European premiums diverting New Zealand material there"  
[X Link](https://x.com/AndreaHotter/status/2020788113073676307)  2026-02-09T09:13Z 10.4K followers, [---] engagements


"Arcadium Lithium CEO (merged Allkem & Livent): "It is clear that very few #lithium expansion projects make economic sense at current market prices and the longer prices stay near these levels the greater the impact will be on future supply shortfalls.""  
[X Link](https://x.com/anyuser/status/1760781185121161363)  2024-02-22T21:38Z 10.6K followers, 13.3K engagements


"In the long run the most successfully-run #lithium companies are going to be integrated says Arcadium Lithium CEO Paul Graves. Neither Livent or Allkem could have done this independently he tells BMO conference"  
[X Link](https://x.com/AndreaHotter/status/1762191629207687500)  2024-02-26T19:03Z 10.6K followers, [----] engagements


"SK Innovation says its SK On unit is in phase [--] of growth plan and will go from cell directly to pack. Also piloting 1st solid state battery plant #FastmarketsBRM"  
[X Link](https://x.com/AndreaHotter/status/1967977843549167780)  2025-09-16T15:44Z 10.6K followers, [----] engagements


"Several Chinese #alumina refineries have undergone maintenance or cut output over the past [--] weeks lending support to spot prices & helping end a previous decline. Cuts include a halt at a [---] million tpy refinery in Guizhou province & maintenance at a refinery in Henan province"  
[X Link](https://x.com/AndreaHotter/status/2019069964791972219)  2026-02-04T15:26Z 10.6K followers, [---] engagements


"Perpetua Resources unit in MoU with Sunshine Silver Mining & Refining Co to explore #antimony processing opportunities it says. Aims to evaluate the technical potential for processing and refining #antimony from the Stibnite gold project in Idaho at the Sunshine mine complex"  
[X Link](https://x.com/AndreaHotter/status/1866212065280508358)  2024-12-09T20:03Z 10.6K followers, [---] engagements


"Aurubis says Q1 operating earnings before taxes was [---] million vs [---] million YoY due in part to lower treatment and refining charges for smelting #copper concentrates scheduled higher depreciation and the regular maintenance shutdown brought forward at the Hamburg site"  
[X Link](https://x.com/AndreaHotter/status/2019341471498006604)  2026-02-05T09:24Z 10.6K followers, [---] engagements


"Inactive global #copper smelting capacity hit 14.3% in Jan highest since Earth-i's Savant index began near a decade ago it says. This was -2.5% vs Dec and +6.8% vs the 3-year average. China was just 7.5% inactive while RoW showed smelting activity down [---] million tonnes YoY"  
[X Link](https://x.com/AndreaHotter/status/2022021514909135121)  2026-02-12T18:54Z 10.6K followers, [---] engagements


"Alcoa Corp says it has now completed its acquisition of Alumina Limited. "This strategic move positions Alcoa to further strengthen its market leadership as a pure play upstream #aluminium company" it adds. Alcoa's 1st major acquisition since separation in 2016; more to come"  
[X Link](https://x.com/AndreaHotter/status/1818987341068837143)  2024-08-01T12:29Z 10.6K followers, [---] engagements


"Cost and availability concerns around #copper have accelerated #aluminium substitution in heating ventilation and air conditioning systems with aluminium now used in an estimated 40% of global units Norsk Hydros senior VP of Hydro Precision Tubing told Fastmarkets"  
[X Link](https://x.com/AndreaHotter/status/1962856696692281845)  2025-09-02T12:34Z 10.6K followers, [----] engagements


"The London Metal Exchange #tin price pushed back above $50000 per tonne in positive early trading in all base metals on February [--] with #aluminium posting the biggest percentage-terms increase up by 1.31% to $3143.50 per tonne"  
[X Link](https://x.com/AndreaHotter/status/2021930377586282764)  2026-02-12T12:52Z 10.6K followers, [----] engagements


"The three-month #nickel and #copper prices on the LME dropped by more than 2% at the 5pm close on Feb [--] while #tin was the only base metal to record a day-on-day increase up marginally by 0.06%"  
[X Link](https://x.com/AndreaHotter/status/2022009927808823419)  2026-02-12T18:08Z 10.6K followers, [---] engagements


"LME average daily volumes +12.3% YoY in Jan data shows led by #tin ADV (+37.4%) #nickel (+29.6%) and #copper (+29.2%). ADV for #lead +11.2% #aluminium +4.4% and #zinc +0.1%"  
[X Link](https://x.com/AndreaHotter/status/2022020138841866521)  2026-02-12T18:49Z 10.6K followers, [---] engagements


"First Quantum says processing of Cobre Panama's stockpiled ore could start about [--] months after getting official regulatory notice to proceed & would require about a year to process. About [-----] tonnes of #copper could be produced from the stockpile it adds. Mine still shut"  
[X Link](https://x.com/AndreaHotter/status/2022025246082208173)  2026-02-12T19:09Z 10.6K followers, [---] engagements


"LME base metals prices were all lower in early trading on February [--] with #tin dropping by 4.45%. While the #copper price saw the smallest decline down by just 0.29% red metal inventories continued to climb with another [----] tonnes pushing the total past [------] tonnes"  
[X Link](https://x.com/AndreaHotter/status/2022308135906484608)  2026-02-13T13:53Z 10.6K followers, [---] engagements


"#Albemarle Corp signs $1.15bln #lithium JV with MRL to build a #battery-grade lithium hydroxide plant in Australia #electricvehicles http://www.metalbulletin.com/Article/3849749/Home/Albemarle-Corp-signs-115bln-lithium-JV-with-MRL.html http://www.metalbulletin.com/Article/3849749/Home/Albemarle-Corp-signs-115bln-lithium-JV-with-MRL.html"  
[X Link](https://x.com/AndreaHotter/status/1074704938268327937)  2018-12-17T16:36Z 10.3K followers, [--] engagements


"LME #copper price tops complex in 1.9% rally; [-----] tonnes of #zinc freshly canceled at Vlissingen https://www.metalbulletin.com/Article/3933129/Home/LIVE-FUTURES-REPORT-1805-LME-copper-price-tops-complex-in-19-rally-175kt-zinc-freshly-canceled-at.html https://www.metalbulletin.com/Article/3933129/Home/LIVE-FUTURES-REPORT-1805-LME-copper-price-tops-complex-in-19-rally-175kt-zinc-freshly-canceled-at.html"  
[X Link](https://x.com/AndreaHotter/status/1262343141472034817)  2020-05-18T11:23Z 10.3K followers, [--] engagements


"Modest gains in #cobalt hydroxide payables capped by cautious restocking https://www.metalbulletin.com/Article/3933216/Home/Modest-gains-in-cobalt-hydroxide-payables-capped-by-cautious-restocking.html https://www.metalbulletin.com/Article/3933216/Home/Modest-gains-in-cobalt-hydroxide-payables-capped-by-cautious-restocking.html"  
[X Link](https://x.com/AndreaHotter/status/1262448782408548355)  2020-05-18T18:23Z 10.3K followers, [--] engagements


"Jiangxi #Copper's chairman steps down following years of expansion https://www.metalbulletin.com/Article/3950452/Home/Jiangxi-Coppers-chairman-steps-down-following-years-of-expansion.html https://www.metalbulletin.com/Article/3950452/Home/Jiangxi-Coppers-chairman-steps-down-following-years-of-expansion.html"  
[X Link](https://x.com/AndreaHotter/status/1304028798887829511)  2020-09-10T12:07Z 10.3K followers, [--] engagements


"Codelco to begin $1.38bln Rajo Inca expansion project at Salvador #copper mine https://www.metalbulletin.com/Article/3969298/Home/Codelco-to-begin-138bln-Rajo-Inca-expansion-project-at-Salvador-copper-mine.html https://www.metalbulletin.com/Article/3969298/Home/Codelco-to-begin-138bln-Rajo-Inca-expansion-project-at-Salvador-copper-mine.html"  
[X Link](https://x.com/AndreaHotter/status/1346569497843535874)  2021-01-05T21:29Z 10.3K followers, [--] engagements


"Chambishi Jiangxi Copper agree [----] blister #copper contractual RC at $145/t https://www.metalbulletin.com/Article/3970163/Home/NEWSBREAK-Chambishi-Jiangxi-Copper-agree-2021-blister-copper-contractual-RC-at-145t.html https://www.metalbulletin.com/Article/3970163/Home/NEWSBREAK-Chambishi-Jiangxi-Copper-agree-2021-blister-copper-contractual-RC-at-145t.html"  
[X Link](https://x.com/AndreaHotter/status/1348991626455052288)  2021-01-12T13:54Z 10.3K followers, [--] engagements


"Tsingshan teams up with Freeport to build $2.8bln #copper smelter in Indonesia https://www.metalbulletin.com/Article/3974117/Home/Tsingshan-teams-up-with-Freeport-to-build-28bln-copper-smelter-in-Indonesia.html https://www.metalbulletin.com/Article/3974117/Home/Tsingshan-teams-up-with-Freeport-to-build-28bln-copper-smelter-in-Indonesia.html"  
[X Link](https://x.com/AndreaHotter/status/1358764756681838595)  2021-02-08T13:08Z 10.3K followers, [--] engagements


"Jiangxi #Copper to shelve Malaysia #scrap processing plant plan https://www.metalbulletin.com/Article/3983371/Home/Jiangxi-Copper-to-shelve-Malaysia-scrap-processing-plant-plan.html https://www.metalbulletin.com/Article/3983371/Home/Jiangxi-Copper-to-shelve-Malaysia-scrap-processing-plant-plan.html"  
[X Link](https://x.com/AndreaHotter/status/1380561573295616000)  2021-04-09T16:41Z 10.3K followers, [--] engagements


"Jiangxi #Copper to invest $1.76 bln in plant to produce #lithium battery materials #energytransition https://www.metalbulletin.com/Article/3999512/Home/Jiangxi-Copper-to-invest-176-bln-in-plant-to-produce-lithium-battery-materials.html https://www.metalbulletin.com/Article/3999512/Home/Jiangxi-Copper-to-invest-176-bln-in-plant-to-produce-lithium-battery-materials.html"  
[X Link](https://x.com/AndreaHotter/status/1417586063112122369)  2021-07-20T20:43Z 10.3K followers, [--] engagements


"Jiangxi #Copper to develop Afghan copper mine when conditions allow https://www.metalbulletin.com/Article/4007475/Jiangxi%20Copper%20to%20develop%20Afghan%20copper%20mine%20when%20conditions%20allow https://www.metalbulletin.com/Article/4007475/Jiangxi%20Copper%20to%20develop%20Afghan%20copper%20mine%20when%20conditions%20allow"  
[X Link](https://x.com/AndreaHotter/status/1437376535846133764)  2021-09-13T11:24Z 10.3K followers, [--] engagements


"Pilbara Minerals Posco finalize agreement for South Korean #lithium facility https://www.metalbulletin.com/Article/4013521/Home/Pilbara-Minerals-Posco-finalize-agreement-for-South-Korean-lithium-facility.html https://www.metalbulletin.com/Article/4013521/Home/Pilbara-Minerals-Posco-finalize-agreement-for-South-Korean-lithium-facility.html"  
[X Link](https://x.com/AndreaHotter/status/1452963804132818951)  2021-10-26T11:42Z 10.3K followers, [--] engagements


"CNMC Jiangxi Copper seal [----] blister #copper RC benchmark at $155/t https://www.metalbulletin.com/Article/4021726/CNMC%20Jiangxi%20Copper%20seal%202022%20blister%20copper%20RC%20benchmark%20at%20$155/t https://www.metalbulletin.com/Article/4021726/CNMC%20Jiangxi%20Copper%20seal%202022%20blister%20copper%20RC%20benchmark%20at%20$155/t"  
[X Link](https://x.com/AndreaHotter/status/1474339123838259201)  2021-12-24T11:20Z 10.3K followers, [--] engagements


"@Paul39078971 @BushveldMin_Ltd Paul Fastmarkets also assesses ferro-vanadium (78% V min) fob China at $34.79-35.56/kg. Note the fob and in-warehouse differential"  
[X Link](https://x.com/AndreaHotter/status/1539605261136138240)  2022-06-22T13:44Z 10.3K followers, [--] engagements


"Posco in MoU with ACWA to develop green #hydrogen for steelmaking #steel https://dashboard.fastmarkets.com/a/5105542 https://dashboard.fastmarkets.com/a/5105542"  
[X Link](https://x.com/AndreaHotter/status/1549503843733569538)  2022-07-19T21:17Z 10.3K followers, [--] engagements


"Global #copper premiums generally rangebound amid soft demand https://dashboard.fastmarkets.com/a/5106964 https://dashboard.fastmarkets.com/a/5106964"  
[X Link](https://x.com/AndreaHotter/status/1557417583212740613)  2022-08-10T17:24Z 10.3K followers, [--] engagements


"Russian #steel company Evraz seeks buyer for North American division https://dashboard.fastmarkets.com/a/5107002 https://dashboard.fastmarkets.com/a/5107002"  
[X Link](https://x.com/AndreaHotter/status/1557734192938565633)  2022-08-11T14:22Z 10.4K followers, [--] engagements


"Going up: Bids at Pilbara Minerals 9th spodumene auction jump 10% to $6988/dmt #lithium https://dashboard.fastmarkets.com/a/5109331 https://dashboard.fastmarkets.com/a/5109331"  
[X Link](https://x.com/AndreaHotter/status/1572165242993659904)  2022-09-20T10:06Z 10.3K followers, [--] engagements


"European ferro-alloys industry needs urgent help to survive energy crisis Euroalliages says https://dashboard.fastmarkets.com/a/5110615 https://dashboard.fastmarkets.com/a/5110615"  
[X Link](https://x.com/AndreaHotter/status/1582743691491700737)  2022-10-19T14:41Z 10.3K followers, [--] engagements


"@Paul39078971 Euroalliages is speaking on behalf of its members; Evraz Nikom isnt one. As far as I am aware it is still operating so presumably suffering with energy costs in the same way as its industry peers"  
[X Link](https://x.com/AndreaHotter/status/1582749055502852099)  2022-10-19T15:02Z 10.3K followers, [--] engagements


"Shanghai Futures Exchange base metals stocks all up #zinc stocks climb 46% https://dashboard.fastmarkets.com/a/5115876 https://dashboard.fastmarkets.com/a/5115876"  
[X Link](https://x.com/AndreaHotter/status/1613969839088861194)  2023-01-13T18:42Z 10.4K followers, [---] engagements


"Electra Battery Materials completes the 1st plant-scale #recycling of black mass material in N America & recovered critical metals including #nickel #cobalt & #manganese needed for the EV #battery supply chain at its refinery north of Toronto"  
[X Link](https://x.com/AndreaHotter/status/1625854798124953600)  2023-02-15T13:49Z 10.3K followers, [----] engagements


"@iTradeshares Absolutely Electra has processed material in a batch mode successfully extracting nickel cobalt manganese copper lithium and graphite"  
[X Link](https://x.com/AndreaHotter/status/1625859460886396930)  2023-02-15T14:07Z 10.3K followers, [--] engagements


"#Trafigura Group closes its new 365-day European multi-currency syndicated revolving credit facilities totalling $1.9 billion; initially launched at $1.5 billion and "substantially oversubscribed". Also extends ups its $3.5 billion 3-year facility"  
[X Link](https://x.com/AndreaHotter/status/1636372499146608640)  2023-03-16T14:23Z 10.3K followers, [---] engagements


"More than $1.2 million worth of #nickel shipped from an Access World warehouse in Rotterdam the Netherlands to the United States turned out to be bags of stones https://dashboard.fastmarkets.com/a/5119687 https://dashboard.fastmarkets.com/a/5119687"  
[X Link](https://x.com/AndreaHotter/status/1637777963419676673)  2023-03-20T11:27Z 10.4K followers, [----] engagements


"The world refined #copper market was in a preliminary surplus of about [------] tonnes in January based on Chinese apparent usage & excl changes in bonded/unreported stocks ICSG says. Adjusted for estimated changes in Chinese bonded stocks the surplus grows to [------] tonnes"  
[X Link](https://x.com/AndreaHotter/status/1638576021753536514)  2023-03-22T16:19Z 10.4K followers, [---] engagements


"Anglo American and Jiangxi Copper sign a MoU to work together to provide greater assurance on the way copper is mined processed and brought to market. #supplychains #transparency"  
[X Link](https://x.com/AndreaHotter/status/1669425678352109579)  2023-06-15T19:24Z 10.3K followers, [---] engagements


"Pilbara Minerals is *busy* with greenfield expansions a mid-stream demo plant with Calix a downstream chemicals JV with Posco & a strategic partnering process for #lithium conversion. Stay tuned for an interview with CEO Dale Henderson on this & more @PilbaraMinerals"  
[X Link](https://x.com/anyuser/status/1724711402018115688)  2023-11-15T08:50Z 10.6K followers, [----] engagements


"First Quantum signs a $500 million 3-year Prepayment Agreement with Jiangxi Copper at competitive rates. The agreement provides for the delivery of [-----] tonnes of copper anode per year from Kansanshi payable at market prices. #copper"  
[X Link](https://x.com/AndreaHotter/status/1760063656631345412)  2024-02-20T22:07Z 10.3K followers, [----] engagements


"First Quantum says prepaid amount will reduce in line with deliveries over the second and third years of the Prepayment Agreement with Jiangxi Copper. "Proceeds will be used towards general corporate purposes and to increase liquidity" it adds #copper"  
[X Link](https://x.com/AndreaHotter/status/1760063870750654820)  2024-02-20T22:08Z 10.3K followers, [---] engagements


"Alcoa in $2.2 billion deal to take majority ownership of Alumina Limited it says. Alumina Limited shareholders to own 31.25% and Alcoa shareholders to own 68.75% of the combined company when the deal closes"  
[X Link](https://x.com/AndreaHotter/status/1761878763481047310)  2024-02-25T22:20Z 10.3K followers, [----] engagements


"Alcoa is the sole operator of Alcoa World Alumina and Chemicals (AWAC) a 60:40 JV with Alumina Limited. Aside from #bauxite mines & #alumina refineries in Australia Brazil Spain Saudi Arabia and Guinea. AWAC also has a 55% stake in an #aluminum smelter in Victoria Australia"  
[X Link](https://x.com/AndreaHotter/status/1761878766236627209)  2024-02-25T22:20Z 10.3K followers, [---] engagements


"Lithium price correction was demand-driven #Liontown Resources CEO says in an interview https://www.fastmarkets.com/insights/lithium-price-correction-demand-driven-andrea-hotter/ https://www.fastmarkets.com/insights/lithium-price-correction-demand-driven-andrea-hotter/"  
[X Link](https://x.com/AndreaHotter/status/1767908937909645347)  2024-03-13T13:41Z 10.3K followers, [---] engagements


"#Nickel news overnight: IGO Limited says has an exclusivity agreement with Medallion Metals for the sale of its Cosmic Boy processing facility and associated infrastructure at the Forrestania nickel project following the completion of nickel processing at Forrestania"  
[X Link](https://x.com/AndreaHotter/status/1821452051777212641)  2024-08-08T07:43Z 10.4K followers, [---] engagements


"Century Aluminum revised down Q3 production estimates for it Grundartangi #aluminium smelter in Iceland by approximately [----] tonnes citing partial power curtailments due to maintenance by local geothermal companies"  
[X Link](https://x.com/AndreaHotter/status/1836000381597319176)  2024-09-17T11:12Z 10.4K followers, [---] engagements


"Breaking: Pilbara Minerals says FY [----] Pilgangoora production to be [------] tonnes of #lithium spodumene concentrate less than previously planned due to optimization which will save about $200 million. Action taken due to current lithium market it notes"  
[X Link](https://x.com/AndreaHotter/status/1851381796052898247)  2024-10-29T21:53Z 10.3K followers, [----] engagements


"Antofagasta agrees [----] #copper TC/RCs at $21.25/2.125 cents with Jiangxi Copper. That's well below 2024s benchmark of $80 per tonne/8.0 cents per lb"  
[X Link](https://x.com/AndreaHotter/status/1864707323022770615)  2024-12-05T16:24Z 10.3K followers, [----] engagements


"Norilsk Nickel says refined #copper market forecast to be in a surplus of about [------] tonnes in [----] moving to a balance in 2025"  
[X Link](https://x.com/AndreaHotter/status/1866482046685872567)  2024-12-10T13:56Z 10.3K followers, [---] engagements


"Norilsk Nickel says it expects expect global refined #copper usage to grow 3% yoy to [----] million tonnes in [----]. This upward trend is likely to continue into [----] and [----] reaching [----] million tonnes and [----] million tonnes respectively; consistent annual growth of 3%"  
[X Link](https://x.com/AndreaHotter/status/1866482425997468002)  2024-12-10T13:57Z 10.3K followers, [---] engagements


"Norilsk Nickel sees mined #copper output +1% in [----] at [----] million tonnes+2% in [----] to [----] million tonnes &+4% in [----] to [----] million tonnes. Sees refined #copper +3% in [----] at [----] million tonnes rising to [----] million tonnes in [----] & [----] million tonnes in 2026"  
[X Link](https://x.com/AndreaHotter/status/1866483259577967020)  2024-12-10T14:01Z 10.3K followers, [---] engagements


"Russia's Ak-Sug #copper mine expected to begin operations by [----] at the earliest reaching full capacity of [------] tonnes of copper-#molybdenum concentrate Norilsk Nickel says. Ak-Sug was acquired by a Rostec subsidiary from Intergeo"  
[X Link](https://x.com/AndreaHotter/status/1866483796251418761)  2024-12-10T14:03Z 10.3K followers, [----] engagements


"Around 40% of #nickel producers are loss-making at current prices Norilsk Nickel says. Comes as growing Indonesian supply weighs on high-cost operations globally predominantly in Australia and New Caledonia which could be a potential upside for price it notes"  
[X Link](https://x.com/AndreaHotter/status/1866485712658337965)  2024-12-10T14:10Z 10.3K followers, [---] engagements


"Indonesian #nickel supply risks are unappreciated Norilsk Nickel says. Notes depletion of high-grade resources continuous decline in NPI grades worsening chemical composition of nickel ores amid rising impurities such as silicon & magnesium worsening climatic & ESG conditions"  
[X Link](https://x.com/AndreaHotter/status/1866486165282410537)  2024-12-10T14:12Z 10.3K followers, [---] engagements


"Norilsk Nickel sees #nickel in a 150000-tonne surplus in [----] mainly concentrated in the high-grade nickel sector (around [------] tonnes) for the first time ever. Expects similar surplus in 2025"  
[X Link](https://x.com/AndreaHotter/status/1866487042483323121)  2024-12-10T14:16Z 10.3K followers, [---] engagements


"Norilsk Nickel says #nickel use in the battery sector is forecast to grow by just 4% yoy in [----] to [------] tonnes on the back of the slowdown in NEV (new energy vehicles) sales and rising LFP (lithium-iron-phosphate) share in batteries"  
[X Link](https://x.com/AndreaHotter/status/1866487998851747857)  2024-12-10T14:19Z 10.3K followers, [---] engagements


"Norilsk Nickel revises its forecasts for refined #nickel production in [----] and [----] slightly downwards it says. Sees +3% yoy growth in [----] to [----] million tonnes and +5% yoy growth in [----] to [----] million tonnes"  
[X Link](https://x.com/AndreaHotter/status/1866488433910370410)  2024-12-10T14:21Z 10.3K followers, [---] engagements


"Norilsk Nickel sees NPI-to-matte conversion +12% in [----] to [------] tonnes & +47% in [----] to [------] tonnes. With rising production of MHP the need to convert NPI into matte for batteries will continue to ease with matte mostly purposed for nickel metal output it adds"  
[X Link](https://x.com/AndreaHotter/status/1866492285795418484)  2024-12-10T14:36Z 10.3K followers, [---] engagements


"Nova Minerals says it has sold non-core investments to pay down loan and advance exploration & development activities at its Estelle gold and #antimony-focused project in Alaska"  
[X Link](https://x.com/AndreaHotter/status/1874822493493678508)  2025-01-02T14:18Z 10.4K followers, [---] engagements


"KoBold Metals says it is now valued at $2.96 billion after raising $537 million in a Series C equity funding. Money to fund its critical mineral exploration efforts across [--] continents; help advance high-potential projects like the companys Mingomba #copper deposit in Zambia"  
[X Link](https://x.com/AndreaHotter/status/1874823105673298028)  2025-01-02T14:20Z 10.3K followers, [---] engagements


"Chinese battery maker Contemporary Amperex Technology Co. Limited (CATL) has been added to the US Department of Defenses Chinese Military Company (CMC) list. What does this mean for its partners & customers Read here first free: https://www.fastmarkets.com/insights/battery-maker-catl-faces-potential-us-investment-ban-andrea-hotter/ https://www.fastmarkets.com/insights/battery-maker-catl-faces-potential-us-investment-ban-andrea-hotter/"  
[X Link](https://x.com/AndreaHotter/status/1876958801015800189)  2025-01-08T11:47Z 10.3K followers, [---] engagements


"Arcadium Lithium gets the green light from the US authorities for its sale to Rio Tinto; CFIUS determines there are "no unresolved national security concerns." That just leaves Australia Canada and Italy approvals outstanding. Deal set to close mid-2025 #lithium #M&A"  
[X Link](https://x.com/AndreaHotter/status/1876983630284656710)  2025-01-08T13:25Z 10.4K followers, [---] engagements


"Pilbara Minerals gets $15 million in grant funding from the WA govt for the mid-stream demo plant JV with Calix located at its Pilgangoora #lithium operation. Allows JV to reconsider project restart after pausing construction in October due to weak markets"  
[X Link](https://x.com/AndreaHotter/status/1879181401930821658)  2025-01-14T14:58Z 10.3K followers, [---] engagements


"Antofagasta PLC says it expects [----] #copper production of 660000-700000 tonnes after production of [------] tonnes in [----] which was a rise of 0.5% on 2023"  
[X Link](https://x.com/AndreaHotter/status/1879983589422694599)  2025-01-16T20:06Z 10.3K followers, [---] engagements


"The weaponization of critical minerals supplies due to trade tensions could lead to the kind of emergency that would provide the push the US needs to develop its metals & mining sector the CEO of Alaska Energy Metals says: @GovDunleavy @AKEnergyMetals https://www.fastmarkets.com/insights/minerals-emergency-would-turbo-charge-us-mining-alaska-energy-metals-ceo-says-hotter-commodities/ https://www.fastmarkets.com/insights/minerals-emergency-would-turbo-charge-us-mining-alaska-energy-metals-ceo-says-hotter-commodities/"  
[X Link](https://x.com/AndreaHotter/status/1882836736163852564)  2025-01-24T17:03Z 10.3K followers, [---] engagements


"@namankatyal14 I have no details on that I'm afraid. But it has a mid-stream demo plant project at Pilgangoora which adds additional processing steps at the mine site - the CEO talks about the JV with Calix (see the section in the story) in an interview here: https://www.fastmarkets.com/insights/pilbara-minerals-building-presence-in-mid-downstream-lithium-andrea-hotter/ https://www.fastmarkets.com/insights/pilbara-minerals-building-presence-in-mid-downstream-lithium-andrea-hotter/"  
[X Link](https://x.com/AndreaHotter/status/1884596719989445029)  2025-01-29T13:37Z 10.3K followers, [--] engagements


"The US could be a short step away from a Chinese #lithium export ban if trade tensions between the two countries continue says Nevada Lithium CEO Stephen Rentschler. This would be a tremendous tailwind for the development of US-based projects he notes"  
[X Link](https://x.com/anyuser/status/1886774110664982960)  2025-02-04T13:49Z 10.6K followers, 14.6K engagements


"Century Aluminum says 25% tariff on all primary #aluminium imports into the US closes a loophole in the existing tariff that allowed nearly 75% of imports to avoid the tariff. Closing these loopholes will protect good American jobs and our national security"  
[X Link](https://x.com/AndreaHotter/status/1889104217656426933)  2025-02-11T00:08Z 10.4K followers, [----] engagements


"First Quantum says a final hearing to decide the fate of its Cobre Panama ownership is now scheduled for February [----] after the government requested an extension to its submissions. #copper"  
[X Link](https://x.com/AndreaHotter/status/1889436888433303850)  2025-02-11T22:10Z [----] followers, [----] engagements


"The three-month #zinc price on the London Metal Exchange rose by 1.47% at the 5pm close on Feb [--] leading gains among base metals. #Copper and #tin also recorded increases while #aluminium #nickel and #lead declined"  
[X Link](https://x.com/AndreaHotter/status/1889758015634477202)  2025-02-12T19:26Z [----] followers, [---] engagements


"******NEWS Albemarle says it plans to place Chengdu technical and battery-grade #lithium hydroxide site into care and maintenance by mid-2025 and to shift a portion of Qinzhou production from lithium hydroxide to carbonate"  
[X Link](https://x.com/anyuser/status/1889793851826540559)  2025-02-12T21:48Z 10.6K followers, [----] engagements


"Arcadium #Lithium has now received all required pre-closing regulatory approvals in connection with its proposed acquisition by Rio Tinto. Court hearing to seal the deal has now be set for March [--] with closing expected to occur on March 6"  
[X Link](https://x.com/AndreaHotter/status/1890173582287974886)  2025-02-13T22:57Z 10.4K followers, [---] engagements


"@RomeoJawan My guess would be that the markets expect escalating trade wars (reciprocal tariffs etc) to slow global growth which is bearish for copper producers"  
[X Link](https://x.com/AndreaHotter/status/1890533550232830412)  2025-02-14T22:48Z [----] followers, [--] engagements


"Anglo American says to sell its #nickel business to MMG Ltd unit for up to $500 million in cash; comprises Barro Alto and Codemin ferronickel ops in Brazil and Jacar and Morro Sem Bon greenfield projects. Focus is now on #copper #iron ore and crop nutrients CEO adds"  
[X Link](https://x.com/AndreaHotter/status/1891838809085460953)  2025-02-18T13:14Z [----] followers, [---] engagements


"#Antofagasta says [----] revenue was +5% to $6.6 billion reflecting the higher #copper price partly offset by lower sales volumes due to the rescheduling of vessels between periods following adverse weather conditions (sea swells) during December in the north of Chile"  
[X Link](https://x.com/AndreaHotter/status/1891848864962863490)  2025-02-18T13:54Z [----] followers, [----] engagements


"Antofagasta sees [----] #copper production at 660000-700000 tonnes it says. Copper production in [----] was [------] tonnes +1% on a year-on-year basis reflecting higher production at Centinela Cathodes and Los Pelambres offset by lower grades at Centinela Concentrates"  
[X Link](https://x.com/AndreaHotter/status/1891849253959418202)  2025-02-18T13:56Z [----] followers, [---] engagements


"Saudi Arabian Mining Company (Maaden) says it has completed previously announced deal to buy SABIC Industrial Investments Co's 20.62% stake in Aluminium Bahrain (Alba) #aluminium"  
[X Link](https://x.com/AndreaHotter/status/1892246207063269520)  2025-02-19T16:13Z [----] followers, [---] engagements


"Glencore says that historically low TC/RCs over [----] weighed significantly on its custom #copper and #zinc metallurgical operations. Takes impairment of $1.48 billion on various custom zinc and copper metallurgical ops as a result"  
[X Link](https://x.com/AndreaHotter/status/1892254358479200261)  2025-02-19T16:46Z [----] followers, [---] engagements


"Glencore says it sold [---] million tonnes of #copper metal and concentrates in [----] +9% vs [---] million tonnes in [----]. #Alumina and #aluminium sales +7% at [----] million tonnes"  
[X Link](https://x.com/AndreaHotter/status/1892255183326904534)  2025-02-19T16:49Z 10.3K followers, [---] engagements


"Pampa Metals in binding letter agreement to buy Rugby Resources. Pampa's flagship asset is Piuquenes #copper-#gold project in San Juan Argentina; Rugby has the Cobrasco copper-#molybdenum project in Colombia and the Mantau copper-gold project in Chile"  
[X Link](https://x.com/AndreaHotter/status/1892262887311176043)  2025-02-19T17:20Z [----] followers, [---] engagements


"Indian multi-national Vedanta Limited shareholders & creditors approve demerger scheme which creates five independent companies: Vedanta #Aluminium Vedanta #Oil & Gas Vedanta Power Vedanta #Iron and #Steel and Vedanta Limited"  
[X Link](https://x.com/AndreaHotter/status/1892578333331755110)  2025-02-20T14:13Z [----] followers, [---] engagements


"Glencore CEO on DRC copper: "Whether the #cobalt is [-----] tonnes [-----] tonnes or zero these are standalone great #copper mines that will make a lot of cash for this business & its shareholders in Glencore and our JV partners in the DRC will make a lot of cash going forward.""  
[X Link](https://x.com/AndreaHotter/status/1892593075496550891)  2025-02-20T15:12Z [----] followers, [---] engagements


""We are now actively considering the right exchange for our shares. We trade on the London Stock Exchange. We are not saying that the LSE is bad. But what we are saying is is there a better exchange for us to trade our securities" Glencore CEO says on listing"  
[X Link](https://x.com/AndreaHotter/status/1892594013791756633)  2025-02-20T15:15Z [----] followers, [---] engagements


""The leading candidate would be the US. I mean we are not excluding any other exchange but clearly the US is the leading candidate" Glencore CEO says on potential move from LSE. Notes very strong US presence on register; almost 50% institutional investors are in US"  
[X Link](https://x.com/AndreaHotter/status/1892594323343958425)  2025-02-20T15:17Z [----] followers, [---] engagements


"Glencore CEO: "Nobody wants to do M&A for the sake of M&A. Nobody wants to grow for the sake of growth. Big is not necessarily good but big may be good if you can create value for your shareholders. So as Glencore we are always open to opportunities.""  
[X Link](https://x.com/AndreaHotter/status/1892594996076802254)  2025-02-20T15:19Z [----] followers, [---] engagements


"Glencore would divest its #gold business which isn't core CEO says. "If somebody wanted to buy a gold operation at spot gold prices we would consider it because it goes back to the M&A. Its about value - is that value accretive for our shelves.""  
[X Link](https://x.com/AndreaHotter/status/1892595465100685381)  2025-02-20T15:21Z [----] followers, [---] engagements


"When asked if Glencore would consider selling a tier-1 #copper asset and use the proceeds to buyback its shares its CEO says: "Everything's for sale at the right price.""  
[X Link](https://x.com/AndreaHotter/status/1892596419535446478)  2025-02-20T15:25Z [----] followers, [----] engagements


"@mockerymage Recall that was the mantra of former Glencore CEO Ivan Glasenberg who said his peers had lost sight of that in the aftermath of the GFC and prioritized growth for growth's sake 😉"  
[X Link](https://x.com/AndreaHotter/status/1892596747479732273)  2025-02-20T15:26Z [----] followers, [--] engagements


"#Coal no impediment to dealmaking Glencore CEO says. Notes +95% shareholders approve of coal in vote. "If they are happy for Glencore to keep coal then surely if one of our peers wants to merge buy combine with us.they'd be happy its in whoever the competitor is" he adds"  
[X Link](https://x.com/AndreaHotter/status/1892598015229096164)  2025-02-20T15:31Z [----] followers, [---] engagements


"Many peers have tried but failed to replicate Glencore's marketing business its CEO says. "Its a very unique skill that we own and would be an attraction if there was some sort of transaction to be done" he adds"  
[X Link](https://x.com/AndreaHotter/status/1892598636854292526)  2025-02-20T15:34Z [----] followers, [---] engagements


"Glencore says it will "look at some out-of-the-box ideas" for El Pachon greenfield #copper project "where we limit our exposure to risk and capital blowouts and time blowouts. Does that mean that we are therefore no longer 100% owners of that project Possibly" CEO adds"  
[X Link](https://x.com/AndreaHotter/status/1892603949225509082)  2025-02-20T15:55Z [----] followers, [---] engagements


"#Alumina index fails to break below $500 per tonne but bearish sentiment remains. Fastmarkets calculated its daily benchmark alumina index fob Australia at $504.22 per tonne on Feb [--] vs $534.08 per tonne on Feb 13"  
[X Link](https://x.com/AndreaHotter/status/1892681401792676027)  2025-02-20T21:03Z [----] followers, [---] engagements


"LME 3-month base metals prices climbed at the 5pm close on Feb [--] with all metals recording week-on-week gains. #Tin led rising by 2.13% while #nickel #aluminium and #zinc also posted gains of more than 1%. #Lead was the only metal to decline on the day slipping by 0.23%"  
[X Link](https://x.com/AndreaHotter/status/1892681569359286722)  2025-02-20T21:03Z 10.3K followers, [---] engagements


"@Neil_Wilson123 Maybe - Alphamin says its operating risk profile has increased & any further significant conflict escalation could affect mining ops; nothing yet. Also potential tariffs on US imports; if imposed that'll impact 27% of US tin imports. Market already in small deficit this year🤷♀"  
[X Link](https://x.com/AndreaHotter/status/1894020021992456313)  2025-02-24T13:42Z [----] followers, [--] engagements


"Listen to the full episode: 🎧 Subscribe to Fast Forward on Spotify Apple Podcasts or Amazon Music and stay ahead in the dynamic critical minerals industry. https://fmrkts.com/3D9zH7d https://fmrkts.com/3D9zH7d"  
[X Link](https://x.com/AndreaHotter/status/1894382603840389169)  2025-02-25T13:43Z [----] followers, [---] engagements


"Norsk Hydro is investing in building a new wire rod casthouse at its #aluminium smelter in Karmy Norway. The new facility will supply aluminium for use in critical energy infrastructure in Europe and is expected to start production in [----]. Capacity of [------] tonnes annually"  
[X Link](https://x.com/AndreaHotter/status/1903065263894900994)  2025-03-21T12:44Z 10.2K followers, [---] engagements


"StoneX Group is to buy R.J. OBrien & Associates (RJO) the oldest futures brokerage and clearing firm in the United States and merge all of RJOs global businesses into StoneX. Closing expected in Q3"  
[X Link](https://x.com/AndreaHotter/status/1912153971235442993)  2025-04-15T14:40Z 10.4K followers, [----] engagements


"Lithium Argentina (LA) in letter of intent with Ganfeng Lithium to advance plan to develop Pozuelos-Pastos Grandes basins which includes Ganfengs Pozuelos-Pastos Grandes project Pastos Grandes JV (85% LA 15% Ganfeng) and Sal de la Puna JV (65% LA 35% Ganfeng #lithium"  
[X Link](https://x.com/AndreaHotter/status/1912159137997168753)  2025-04-15T15:00Z 10.3K followers, [---] engagements


"Anglo American says the demerger of Anglo American Platinum is expected to be effective from May [--] subject to shareholder approval on April [--]. The sale of steelmaking coal to Peabody Energy & #nickel to MMG Singapore Resources continue to target completion by Q3 [----] it adds"  
[X Link](https://x.com/AndreaHotter/status/1915426941793878162)  2025-04-24T15:25Z 10.2K followers, [---] engagements


"Norsk Hydro says its exposure to #aluminium tariffs is limited due to extensive domestic sourcing and pass-through pricing with minor cross-border risks"  
[X Link](https://x.com/AndreaHotter/status/1917217233475973512)  2025-04-29T13:59Z 10.3K followers, [---] engagements


"Leo Lithium gets final payment of $171.2 million from Ganfeng Lithium Group for the sale of its 40% stake in Mali Lithium the holding co of the Goulamina #lithium project (Tranche 2); also received interest of $6.4 million making total receipts of $177.6 million it says"  
[X Link](https://x.com/AndreaHotter/status/1940812837544493235)  2025-07-03T16:40Z 10.3K followers, [---] engagements


"South32 says in binding agreement to divest its sole #nickel asset the Cerro Matoso ferro-nickel mine in Colombia to Netherlands-based CoreX Holding for as much as $100 million. Deal to be finalized in late [----] pending regulatory approvals and corporate restructuring"  
[X Link](https://x.com/AndreaHotter/status/1943034841311723988)  2025-07-09T19:49Z 10.3K followers, [---] engagements


"Norsk Hydro CEO says: "We have so far not seen big changes to our operations from tariffs and potential trade wars. Our main concern is whether the uncertainty will lead to a global economic downturn." #aluminium"  
[X Link](https://x.com/AndreaHotter/status/1947771686280937785)  2025-07-22T21:32Z 10.3K followers, [---] engagements


"Lundin Mining says [----] #copper guidance remains unchanged at [------------] tonnes with Q2 production of [-----] tonnes up from [-----] tonnes in Q2 2024"  
[X Link](https://x.com/AndreaHotter/status/1953460556024713662)  2025-08-07T14:17Z 10.3K followers, [---] engagements


"Century Aluminum to restart over [-----] tonnes of idled #aluminium production at its Mt. Holly SC smelter it says. The restart will enable the plant currently operating at 75% capacity to achieve full production by June [--] [----] a level not seen since 2015"  
[X Link](https://x.com/AndreaHotter/status/1953553879506759976)  2025-08-07T20:28Z 10.4K followers, [----] engagements


"Lithium Argentina says in JV with Ganfeng #Lithium Group to consolidate Ganfengs Pozuelos-Pastos Grandes project with Lithium Argentinas Pastos Grandes project (85%-owned) and the Sal de la Puna project (65%-owned). Ganfeng to own 67% and Lithium Argentina 33% of new JV"  
[X Link](https://x.com/AndreaHotter/status/1955272729554202990)  2025-08-12T14:18Z 10.3K followers, [---] engagements


"Norsk Hydro extends cost-cutting plan by a further NOK [--] billion ($98 mln) including reducing the overall (white collar) workforce by [---] positions plus less travel costs and consultancy costs. Already cutting [----] capex from NOK [--] billion to NOK [----] billion. #aluminium"  
[X Link](https://x.com/AndreaHotter/status/1956036995827769350)  2025-08-14T16:55Z 10.3K followers, [---] engagements


"Spot prices for Australian and Chinese #alumina fell slightly amid an increase in spot activity in both countries largely driven by an increase in material from Indonesia. Fastmarkets daily assessment of the alumina index fob Australia was $367.06 per tonne vs $368.01"  
[X Link](https://x.com/AndreaHotter/status/1961402454613856640)  2025-08-29T12:16Z 10.4K followers, [---] engagements


"Century Aluminum Company signs extension of its power deal with South Carolina Public Service Authority to secure a stable power supply for its Mt. Holly #aluminium smelter through [----] a key step forward in its plans to re-start idle capacity at the plant it notes"  
[X Link](https://x.com/AndreaHotter/status/1975293033295004041)  2025-10-06T20:12Z 10.4K followers, [---] engagements


"Century Aluminums plan includes a $50 million investment to restart idle capacity boosting production by [-----] tonnes and increasing overall US #aluminium output by 10% it says"  
[X Link](https://x.com/AndreaHotter/status/1975293035220246979)  2025-10-06T20:12Z 10.4K followers, [---] engagements


"Dubai price administrator CPAL to eventually publish premia based on transactions executed on Metalshub; augmented where necessary with market intelligence based on physical trading of metal which meets the thresholds the LME says #LMEWeek"  
[X Link](https://x.com/AndreaHotter/status/1977650823384744327)  2025-10-13T08:21Z 10.3K followers, [---] engagements


"The LME metals debate [----]. Which metal do you think has the best performance outlook for [----] Thanks for letting me moderate again this year @LME_news #LMEWeek"  
[X Link](https://x.com/AndreaHotter/status/1977775575910519061)  2025-10-13T16:36Z 10.3K followers, [---] engagements


"Chiles mining minister says about to approve an [------] tpy #copper foundry in northern Chile. Aurora Williams notes the countrys FURE strategy to boost refining and smelting #LMEWeek"  
[X Link](https://x.com/AndreaHotter/status/1978036407290474619)  2025-10-14T09:53Z 10.3K followers, [---] engagements


"Rio Tinto says Q3 #copper production +9% yoy to [------] tonnes driven by strong performance across all its assets. On track to achieve the higher end of full year guidance of 780000-850000 tonnes driven by strong ramp-up at Oyu Tolgoi"  
[X Link](https://x.com/AndreaHotter/status/1978043917137318153)  2025-10-14T10:23Z 10.2K followers, [---] engagements


"Rio Tinto ups [----] #bauxite production guidance driven by operational excellence especially at Amrun. Is now 59-61 million tonnes vs 57-59 million tonnes previously"  
[X Link](https://x.com/AndreaHotter/status/1978044448874303763)  2025-10-14T10:25Z 10.2K followers, [----] engagements


"The US Aluminum Association is calling for an immediate ban on used beverage container exports outside of North America. Ban would exclude lower-quality scrap streams like Zorba and Twitch. Notes the US consumes 5-6 million tpy of #aluminium scrap; exports +2 million tpy"  
[X Link](https://x.com/AndreaHotter/status/1978147531562324167)  2025-10-14T17:14Z 10.3K followers, [---] engagements


"ERG says that #chrome ore supply remains tight with no major new projects outside South Africa except its Bolashak mine; prices may need to rise further to incentivize new investment. #LMEWeek"  
[X Link](https://x.com/AndreaHotter/status/1978448115309908239)  2025-10-15T13:09Z 10.3K followers, [---] engagements


"Rio Tintos Katie Jackson tells audience at ICA meeting about the use of technology at the companys ops. Gives examples from Pilbara - [--] mines [--] ports [--] power plants & [----] km of rail - which is automated & connected controlled by ops center in Perth"  
[X Link](https://x.com/AndreaHotter/status/1978749192567738680)  2025-10-16T09:05Z 10.2K followers, [---] engagements

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