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# ![@BenniKim Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::495241382.png) @BenniKim Kim BENNI

Kim BENNI posts on X about china, taiwan, maserati, stellantis the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::495241382/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::495241382/c:line/m:interactions.svg)

- X Week XXXXXXX +60%
- X Month XXXXXXX +153%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +129%

### Mentions: XX [#](/creator/twitter::495241382/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::495241382/c:line/m:posts_active.svg)

- X Week XX +17%
- X Month XXX +26%
- X Months XXX +85%
- X Year XXX +231%

### Followers: XXXXX [#](/creator/twitter::495241382/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::495241382/c:line/m:followers.svg)

- X Week XXXXX +2.50%
- X Month XXXXX +7.30%
- X Months XXXXX +20%
- X Year XXXXX +79%

### CreatorRank: XXXXXXX [#](/creator/twitter::495241382/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::495241382/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::495241382/influence)
---

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [travel destinations](/list/travel-destinations)  [formula 1](/list/formula-1) 

**Social topic influence**
[china](/topic/china) #3149, [taiwan](/topic/taiwan), [maserati](/topic/maserati), [stellantis](/topic/stellantis) #157, [debt](/topic/debt), [over the](/topic/over-the), [asml](/topic/asml), [tariffs](/topic/tariffs), [brazil](/topic/brazil), [madagascar](/topic/madagascar)
### Top Social Posts [#](/creator/twitter::495241382/posts)
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Top posts by engagements in the last XX hours

"To put it nicely I don't dabble in Brazilian sugar single names unless I have compeling reason. Cosan/Raizen ain't making the mark. Cosan/Raizen's weakness is the sugarcane access/quality and debt load. None of these factors will improve over the incoming XX months in my opinion"  
[X Link](https://x.com/BenniKim/status/1963685783061332000) [@BenniKim](/creator/x/BenniKim) 2025-09-04T19:29Z 7958 followers, 2198 engagements


"ASML published their results. They are the monopoly suppliers of EUV machines for the AI CAPEX-fest. Their sales increased to memory chips application logic chips were lower on the quarter Geographically China is up and Taiwan sales are down. Bit of a narrative violation. Where's my AI boom"  
[X Link](https://x.com/BenniKim/status/1978709417026576645) [@BenniKim](/creator/x/BenniKim) 2025-10-16T06:27Z 7963 followers, 1299 engagements


""The surplus is on track to surpass even that of the COVID era." @RemindMe_OfThis in one year"  
[X Link](https://x.com/BenniKim/status/1979055749461393606) [@BenniKim](/creator/x/BenniKim) 2025-10-17T05:23Z 7961 followers, XXX engagements


"@DoggyDog1208 More like X years"  
[X Link](https://x.com/BenniKim/status/1979138361676697768) [@BenniKim](/creator/x/BenniKim) 2025-10-17T10:52Z 7961 followers, XXX engagements


"@nishitthoughts Well the market is due to correct after such a spectacular run up but also the section XXX tariffs results may have leaked"  
[X Link](https://x.com/BenniKim/status/1979230560263307579) [@BenniKim](/creator/x/BenniKim) 2025-10-17T16:58Z 7960 followers, XX engagements


"@Testurdla @DoggyDog1208 Absolutely not. Plenty of ionic clay projects in Brazil Madagascar and Mozambique coming online. For the refining XX% of world capacity costs XXX m and takes X years to build. Commercial production of NdPr is expected late 2026"  
[X Link](https://x.com/BenniKim/status/1979249524003487835) [@BenniKim](/creator/x/BenniKim) 2025-10-17T18:13Z 7963 followers, XX engagements


"@amoswap I'll give them a pass 'cause Alfa and Maserati ;)"  
[X Link](https://x.com/BenniKim/status/1977440776477945970) [@BenniKim](/creator/x/BenniKim) 2025-10-12T18:26Z 7963 followers, 4108 engagements


"JPMorgan withdrawing silver in NY. Overall XXXX million ounces removed from CME silver inventory yesterday. That metal is likely getting flown to London"  
[X Link](https://x.com/BenniKim/status/1978068657268769081) [@BenniKim](/creator/x/BenniKim) 2025-10-14T12:01Z 7963 followers, 8829 engagements


"Very hard for me to see builds in 2026 above X mbld even with strong OPEC supply and low demand increase. Also a quick reminder that X mbld builds announcements by the EIA are silly even in 2020 during Covid lockdown the world barely built X mbld. Geopolitically let's not forget that we're one missile strike away from career-ending moves"  
[X Link](https://x.com/BenniKim/status/1978706480300696026) [@BenniKim](/creator/x/BenniKim) 2025-10-16T06:16Z 7963 followers, 9859 engagements


"A French startup is building a heavy rare-earth refining plant from recycled magnets adding XX% of worldwide capacity for 216m. Operations are expected to start end of 2026. Their first XX years of production are already sold to a Stellantis (Alfa Romeo Chrysler Citron Dodge Fiat Jeep Lancia Maserati Opel Peugeot Ram Trucks)"  
[X Link](https://x.com/BenniKim/status/1977438600665915814) [@BenniKim](/creator/x/BenniKim) 2025-10-12T18:17Z 7968 followers, 134.1K engagements


"You have no clue. The magnet orienteemd oxides are already sold to an EV manufacturer. Carester SAS. (Carester) today announced the signing of a sales agreement with Stellantis Auto SAS (Stellantis). This long-term agreement over an initial ten-year period provides for the supply of over 3400 tonnes of neodymium praseodymium dysprosium and terbium oxides XX% of which are recycled. This multi-million euro agreement with Stellantis one of the worlds leading automotive manufacturers is decisive for the future of Caresters industrial project at Lacq said Frdric Carencotte President of Carester."  
[X Link](https://x.com/BenniKim/status/1979437190259077427) [@BenniKim](/creator/x/BenniKim) 2025-10-18T06:39Z 7966 followers, XX engagements


"Chinese exporting businesses have been operating on paper-thin margin (7-10%) for quite some time owing to the competitive nature of their industrial base. With the loss of US volume Chinese exporters had to shift flow to other regions the EU being a major affluent market to replace US customers. The need to increase volume forced deeper price cuts circa X% YoY. Chinese exporters are now operating on ever razor-thin margins (2%-5%) exporting price deflation to Europe and price inflation to the US"  
[X Link](https://x.com/BenniKim/status/1979455092664230198) [@BenniKim](/creator/x/BenniKim) 2025-10-18T07:50Z 7970 followers, 12.8K engagements


"Oof throwing another ally under the bus"  
[X Link](https://x.com/BenniKim/status/1980326967410061444) [@BenniKim](/creator/x/BenniKim) 2025-10-20T17:35Z 7970 followers, 2501 engagements


"Investing is a hard problem. Signal generation plus risk management plus porfolio construction. I found that sentiment and news assessment via bespoke LLMs was useful but already commoditized"  
[X Link](https://x.com/BenniKim/status/1979893491347111964) [@BenniKim](/creator/x/BenniKim) 2025-10-19T12:52Z 7970 followers, 2170 engagements


"Absolutely love all the MAGA accounts blindly cheerleading a PARODY account. Even though "60% VAT" was a pretty big hint. Let's not forget that the S&P XXX is DOWN year-to-date in Swiss Francs and X% return in Euros ;)"  
[X Link](https://x.com/BenniKim/status/1980165986931118477) [@BenniKim](/creator/x/BenniKim) 2025-10-20T06:55Z 7970 followers, 3103 engagements


"Lol there is absolutely zero financial regulation specific to VC investment in Europe. Which is why XXX trillions was invested in Europe of which 147b by venture funds. Whether you invest in a 100k street corner bakery or a 100m startup is the exact fucking set of rules"  
[X Link](https://x.com/BenniKim/status/1980177568109052286) [@BenniKim](/creator/x/BenniKim) 2025-10-20T07:41Z 7970 followers, XX engagements


"Eni but big caveat "The carve-out of Neptunes activities in Germany was also completed prior to the closing of the Neptune Energy Group Limited sale." The lithium is in Germany"  
[X Link](https://x.com/BenniKim/status/1980235838026866906) [@BenniKim](/creator/x/BenniKim) 2025-10-20T11:33Z 7970 followers, XX engagements


"@CRUDEOIL231 Yeah not great for Japan SK and the Philipines. Not great for TSMC or NVidia either"  
[X Link](https://x.com/BenniKim/status/1980327649496166884) [@BenniKim](/creator/x/BenniKim) 2025-10-20T17:37Z 7970 followers, XXX engagements