#  @DuaneHope5 Duane Hope Duane Hope posts on X about copper, $pnpn, gold, $arg the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1539259899049394177/interactions)  - [--] Week [------] +651% - [--] Month [------] +398% - [--] Months [-------] -44% - [--] Year [-------] +23% ### Mentions: [--] [#](/creator/twitter::1539259899049394177/posts_active)  - [--] Week [--] -34% - [--] Month [--] +53% - [--] Months [---] +18% - [--] Year [---] +19% ### Followers: [-----] [#](/creator/twitter::1539259899049394177/followers)  - [--] Week [-----] +0.39% - [--] Month [-----] +2.10% - [--] Months [-----] +12% - [--] Year [-----] +39% ### CreatorRank: [---------] [#](/creator/twitter::1539259899049394177/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 69.31% [countries](/list/countries) 21.78% [cryptocurrencies](/list/cryptocurrencies) 17.82% [stocks](/list/stocks) 4.95% [currencies](/list/currencies) 3.96% [automotive brands](/list/automotive-brands) 0.99% [technology brands](/list/technology-brands) 0.99% [luxury brands](/list/luxury-brands) 0.99% **Social topic influence** [copper](/topic/copper) #1026, [$pnpn](/topic/$pnpn) #1, [gold](/topic/gold) 20.79%, [$arg](/topic/$arg) #3, [$hch](/topic/$hch) #1, [in the](/topic/in-the) 10.89%, [$ecor](/topic/$ecor) 9.9%, [silver](/topic/silver) 9.9%, [china](/topic/china) 7.92%, [$aec](/topic/$aec) 7.92% **Top accounts mentioned or mentioned by** [@thomasggrizzle](/creator/undefined) [@marionawfal](/creator/undefined) [@kobeissiletter](/creator/undefined) [@usgs](/creator/undefined) [@504twenty](/creator/undefined) [@unusualwhales](/creator/undefined) [@ianharrismining](/creator/undefined) [@liberocopper](/creator/undefined) [@scottwgrizzle](/creator/undefined) [@stuckinstjoe](/creator/undefined) [@robertivanhoe](/creator/undefined) [@terrybali](/creator/undefined) [@powermetallic](/creator/undefined) [@thomasg_grizzle](/creator/undefined) [@capital10x](/creator/undefined) **Top assets mentioned** [Argentine Football Association Fan Token (ARG)](/topic/$arg) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [MP Materials Corp. (MP)](/topic/$mp) [Cameco Corporation (CCJ)](/topic/$ccj) [Realio Network (RIO)](/topic/$rio) [SPDR GOLD ETF (GLD)](/topic/$gld) [Uranium Energy Corp. (UEC)](/topic/$uec) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Arbidex (ABX)](/topic/$abx) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Boeing Co (BA)](/topic/$ba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "USA: Locking Critical Minerals in the Vault 🔐🧵 The U.S launched Project Vault a $12B Critical Minerals Reserve. Heres how the $12B vault works how it ties in with the $MP Materials stake & the price the U.S. is willing to pay to become independent from China. #RareEarths" [X Link](https://x.com/DuaneHope5/status/2018373501304909900) 2026-02-02T17:18Z [----] followers, [----] engagements "Anfield Energy $AEC ⚒ Ownership of a unique fully constructed & previously operated #uranium mill positions the company to benefit from the big strategic move to onshore U.S domestic supply. Nuclear is the Bedrock of America's Energy Future ⚛ $AEC #URANIUM US Department of Interior Expedited Permitting of Anfield Energy's Velvet Wood Uranium Mine ⛏ Owns [--] of [--] fully constructed and permitted uranium mills in the US Trades at a deep discount of 0.3x NPV 🔍 https://t.co/ucCjiHXE8Q Nuclear is the Bedrock of America's Energy Future ⚛ $AEC #URANIUM US Department of Interior Expedited Permitting of" [X Link](https://x.com/DuaneHope5/status/2019103516053426484) 2026-02-04T17:39Z [----] followers, [---] engagements "In this tough production environment Amerigo Resources $ARG shines. ☀ Unlike traditional miners they process #copper tailings from Codelcos El Teniente. They just beat [----] guidance & [----] targets. A "circular economy" play thats actually delivering cash to shareholders" [X Link](https://x.com/DuaneHope5/status/2021264793085124834) 2026-02-10T16:47Z [----] followers, [---] engagements "Acc. Reuters the Central Bank of Kenya (CBK) is launching a domestic #gold purchase program; buying gold directly from local artisanal miners the nation aims to strengthen its national reserves and support its local mining industry" [X Link](https://x.com/DuaneHope5/status/2021613217311494397) 2026-02-11T15:52Z [----] followers, [--] engagements "De-dollarization Continues In the past African central banks have relied almost exclusively on the US Dollar. But with high US interest rates & a volatile global economy countries are diversifying to protect their currencies" [X Link](https://x.com/DuaneHope5/status/2021613223397454088) 2026-02-11T15:52Z [----] followers, [--] engagements "Gold: The Security Blanket Asset Gold has proven itself as THE safe haven asset. Unlike fiat currency it has no counterparty risk. For nations facing high debt & inflation a big #gold reserve provides a shield. Gold can't be sanctioned or printed into worthlessness" [X Link](https://x.com/DuaneHope5/status/2021613226262135042) 2026-02-11T15:52Z [----] followers, [--] engagements "The Major Miners ⚒ Physical copper is tight supply but some majors are experiencing volatility after a record breaking run. Investors also have concerns re:CAPEX & operational issues; a trend reflected on the broader copper market ex. $COPX (Global X Copper Miners ETF)" [X Link](https://x.com/DuaneHope5/status/2021264799233872158) 2026-02-10T16:47Z [----] followers, [--] engagements "Make Room for the Little Guy⚒ Majors in $COPX have had some trouble with their biggest assets while the juniors in $COPJ (Sprott Junior Copper Miners ETF) have outperformed 160% (1 yr). Investors continue to look for growth discovery & leverage to #copper prices" [X Link](https://x.com/DuaneHope5/status/2021264802157306360) 2026-02-10T16:47Z [----] followers, [---] engagements "The Global Pivot Central banks in #China #India Turkey & Poland have bought #gold at record rates The world is preparing for a multi-polar financial system where the USD is no longer the only game in town" [X Link](https://x.com/DuaneHope5/status/2021613229890297977) 2026-02-11T15:52Z [----] followers, [--] engagements "Kenya's Strategy Buying from local miners: Reduces reliance on FOREX for reserves Legitimizes the artisanal mining sector Builds tangible assets to stabilize the Kenyan Shilling" [X Link](https://x.com/DuaneHope5/status/2021613232390086778) 2026-02-11T15:52Z [----] followers, [--] engagements "Paper reserves are now being challenged by hard assets. As it has throughout history #gold & other precious metals are now revealing themselves as the economic security asset of choice. #Kenya #Gold #DeDollarization #Africa #Economy #CentralBanks" [X Link](https://x.com/DuaneHope5/status/2021613235472839072) 2026-02-11T15:52Z [----] followers, [--] engagements "Copper Hits a $6 ATH: Small Cap Kings Respond👑 Small caps revealing leverage to the #copper price: $HCH a premiere developer slated to hold a rare 100000t/yr project outside the majors. $ARG a well managed low risk copper producer from the tailings at the El Teniente mine" [X Link](https://x.com/DuaneHope5/status/2008577557428662544) 2026-01-06T16:33Z [----] followers, [----] engagements "The [----] Mineral Security Crisis & The North American Response🧵 The @USGS [----] Mineral Commodity Summaries report reveals the U.S minerals industry is valued $112B but import reliance is off the charts. Here's why minerals are a smart long term investment: $ECOR $PNPN $VIPR" [X Link](https://x.com/DuaneHope5/status/2020911683829424580) 2026-02-09T17:24Z [----] followers, [----] engagements "Copper Market: What to Watch For 👀🧵 While #copper prices arethis year underlying fundamentals reveal U.S government stockpiling structural decay in Chile & a disconnect in stocks. Let's look at the market with a focus on key equities: $CPER $COPX $COPJ $HCH $ARG" [X Link](https://x.com/DuaneHope5/status/2021264781966020624) 2026-02-10T16:47Z [----] followers, [---] engagements "Dr. Copper's Diagnosis 💊 LT bullish on #copper as the electrification/energy transition metal; prices for demand. Short term neutrality on majors (operational risk). 👀Stockpiling may create support trade issues may ➡pricing (again) soon. $CPER $COPX $COPJ $HCH $ARG" [X Link](https://x.com/DuaneHope5/status/2021264808033517597) 2026-02-10T16:47Z [----] followers, [---] engagements "Follow for more on #copper #gold #silver precious & industrial metals growth & underfollowed companies. For more in depth research & coverage visit http://capital10x.com http://capital10x.com" [X Link](https://x.com/DuaneHope5/status/2021264809862250894) 2026-02-10T16:47Z [----] followers, [--] engagements "The African Gold Rush 🧵 Kenya joins a growing list of African nations building their #gold reserves. The Global South is now taking a a new direction on their view of economic sovereignty. Let's look at the details & why the 🌍gold rush will continue: $GLD $AEM $PNPN $ABX" [X Link](https://x.com/DuaneHope5/status/2021613214320968067) 2026-02-11T15:52Z [----] followers, [---] engagements "Follow for more on #gold #silver & other precious & industrial metals commodities growth & underfollowed companies. For in depth coverage & research visit http://capital10x.com http://capital10x.com" [X Link](https://x.com/anyuser/status/2021613237830136097) 2026-02-11T15:52Z [----] followers, [---] engagements "Copper: A Global Top Performer #Copper miners outperform major indices & benchmarks. Prices recovering after distortions re: tariffs - we maintain our medium term view on equities overlooked by the market. Miners reporting marginsinvestment. $COPJ $ARG $ECOR $HCH $PNPN" [X Link](https://x.com/DuaneHope5/status/1970135373712904229) 2025-09-22T14:37Z [----] followers, [---] engagements "🍁Critical Minerals Strategy The Canadian government announced a series of investments as part of a Critical Minerals Strategy - unlocking +$60B in funding for projects. We believe $PNPN will be a likely beneficiary of government partnerships decreasing funding risk" [X Link](https://x.com/DuaneHope5/status/1992974961917542711) 2025-11-24T15:13Z [----] followers, [---] engagements "Rising Copper Prices: Bake into the Cake 🥮 BloombergNEF: The #copper market will go into a structural deficit 2025; est. shortfall of 19M mt by [----] if new mines & recycling facilities arent developed at scale. Energy-transition demand is set to 3X by [----]. $PNPN $HCH $ARG" [X Link](https://x.com/DuaneHope5/status/2001335558665318771) 2025-12-17T16:55Z [----] followers, [----] engagements "Lion Zone: A High-Grade Discovery🦁 The Lion Zone is one of the standout discoveries in $PNPN's camp with polymetallic sulphides rich in copper PGEs Au Ag and Ni. Recent assays indicate continuity thickness & grade with strong multi-metal signatures" [X Link](https://x.com/DuaneHope5/status/2008197404156440989) 2026-01-05T15:22Z [----] followers, [--] engagements "Metallurgical Work Advancing🥼 $PNPN contracted SGS Canada to run Phase I metallurgical testing on Lion Zone material with results expected in Q1 2026; a key step toward resource & economic modeling" [X Link](https://x.com/DuaneHope5/status/2008197410229719457) 2026-01-05T15:22Z [----] followers, [--] engagements "SPUT: Omens of a #Uranium Bull Run🔮🧵 $SPUT = a great start for [----]. Last yr momentum➡to AI; the market is learning that a bottleneck lies in power generation revealed via the 🐂run domestic miners & the cracks in the US supply chain. Let's dive in: $AEC $CCJ $UUUU" [X Link](https://x.com/DuaneHope5/status/2016564687307931972) 2026-01-28T17:31Z [----] followers, [---] engagements "@thomasg_grizzle Thanks Tom & congrats on $DARP 's performance. More opportunities abound in the #uranium / commodities era. 👊🏽" [X Link](https://x.com/DuaneHope5/status/2016568515726082087) 2026-01-28T17:46Z [----] followers, [---] engagements "Dr. Copper: Supply Under Pressure🗜🧵 Glencore $GLEN reported an 11% drop in its [----] #copper output hitting the bottom guidance at [------] tonnes. As ore gradesat major mines Dr. Copper (the world's industrial barometer) is tightening. Let's Dive in: $PNPN $ECOR" [X Link](https://x.com/DuaneHope5/status/2016921114589442182) 2026-01-29T17:07Z [----] followers, [---] engagements "Dr. Copper: More Colleagues in the Office🩺 #Copper is moving in tandem with the precious metals rally. #Gold $5275/oz & #Silver 112/oz have hit ATHs but #copper is an industrial catch-up play. Copper will build infrastructure to preserve acquired via precious metals" [X Link](https://x.com/DuaneHope5/status/2016921121551986856) 2026-01-29T17:07Z [----] followers, [---] engagements "Burgeoning Success of Copper Juniors 🍼👑 With majors like Glencore $GLEN facing #copper output challenges investor focus may move to high-grade explorers. A great example is Power Metallic Mines $PNPN & other juniors discovering the next source of big supply" [X Link](https://x.com/DuaneHope5/status/2016921123846226429) 2026-01-29T17:07Z [----] followers, [---] engagements "Recoveries Looking Good🔍 Power Metallics $PNPN flagship NISK Project in Quebec (Lion Zone) recently reported very strong metallurgy: 98.9% #Copper recoveries. In an era of diminishing ore quality Power Metallic's efficiencies are a boon for future supply" [X Link](https://x.com/DuaneHope5/status/2016921126073503849) 2026-01-29T17:07Z [----] followers, [---] engagements "More Upside Less Downside⚖ $ECORA holds royalties & streams so they capture the upside#copper prices without the direct burden of rising mining costs or CAPEX. 📈 With #gold at ATHs Ecora is positioned as a diversified high-margin way to play the structural deficit" [X Link](https://x.com/DuaneHope5/status/2016921135531651243) 2026-01-29T17:07Z [----] followers, [---] engagements "Bullish on Copper🐂 Glencores supply tightening $PNPN's high-grade discoveries Ecoras $ECOR royalty strategy Whether investors are looking for new discovery potential or steady cash-flow exposure ricing prices in a ⚡hungry world put #copper assets in the driver's seat" [X Link](https://x.com/DuaneHope5/status/2016921138148827551) 2026-01-29T17:07Z [----] followers, [---] engagements "@504twenty @MarioNawfal It depends on your timeframe. IMHO $LAC looks promising on a LT basis (e.g. Thacker Pass opening in [----] incoming supply deals not priced-in yet) & trading at P/B 3.8X in line with the industry. Near term I'm not sure. There's other names with more leverage to Li price" [X Link](https://x.com/DuaneHope5/status/2018331544956362841) 2026-02-02T14:31Z [----] followers, [---] engagements "Project Vault🔒 The project differs from the Strategic Petroleum Reserve: $10B in 15-year loans from the U.S. Export-Import Bank $1.7B in private capital from firms like GM Boeing & Google Procurement/ storage of minerals for civilian industry not defense" [X Link](https://x.com/DuaneHope5/status/2018373504362492051) 2026-02-02T17:18Z [----] followers, [---] engagements "A Vault vs. A Price Floor💵 Last year MP Materials secured a $110/kg price floor for Neodymium-Praseodymium (NdPr). The $12B vault will buy when prices are low/stable to prevent manufacturers from getting squeezed when Chinaexports less complex than a price floor model" [X Link](https://x.com/DuaneHope5/status/2018373513275437456) 2026-02-02T17:18Z [----] followers, [---] engagements "Gold: A Key Asset of Central Bank Reserves🪙🧵 A recent Brookings article by Gian Maria Milesi-Ferretti explores the role of #gold as prices hit record highs & geopolitical uncertainty rises. Here's a summary of his key findings. Let's dive in: $GLD $GSKR $GDX $GDXJ" [X Link](https://x.com/DuaneHope5/status/2018693470605439254) 2026-02-03T14:30Z [----] followers, [---] engagements "China Responds to Project Vault🔐🧵 China Nonferrous Metals Industry Association (CNMIA) calls for China to expand its #copper stockpiles one day after the US launches Project Vault: a $12B critical minerals fund. A global scramble begins. Let's dive in: $PNPN $HCH $RIO $GLEN" [X Link](https://x.com/DuaneHope5/status/2019069333150843266) 2026-02-04T15:23Z [----] followers, [---] engagements "Copper is now a strategic asset with analysts est. a [------] ton deficit in [----]. The industry is consolidating with $RIO in extended talks to acquire $GLEN. This could create a +$250B #copper giant as sign of our present moment in the commodities cycle" [X Link](https://x.com/DuaneHope5/status/2019069352234942489) 2026-02-04T15:23Z [----] followers, [---] engagements "What does this mean to you The value of #copper pure plays just raised as they become a target. Hot Chili Ltd $HCH announced a A$40M capital raise to fast-track its Costa Fuego project in Chile. Its one of the few [------] t / yr. copper project outside of the majors" [X Link](https://x.com/DuaneHope5/status/2019069354692727181) 2026-02-04T15:23Z [----] followers, [---] engagements "Also in a time of declining ore quality technology is key. Power Metallic $PNPN)recently reported outstanding metallurgical results at its Nisk project in Quebec hitting a 98.9% #copper recovery. As global supply tightens efficiency is paramount" [X Link](https://x.com/DuaneHope5/status/2019069357444231169) 2026-02-04T15:23Z [----] followers, [---] engagements "Silver Shock Then Rebound & Recovery🧵 Some brief notes on volatility in #silver markets. Factors & potential tailwinds: Rising margins on CME silver. Although margins are raised as risk control measures history reveals prices in the aftermath. $SIL $VIPR $PAAS" [X Link](https://x.com/DuaneHope5/status/2019436852269453548) 2026-02-05T15:43Z [----] followers, [---] engagements "The recommendation of Kevin Warsh as FOMC Chair implying a tightening Fed policy & a stronger dollar. IMHO this is most likely the wrong impression. Warsh's recent comments channeling Alan Greenspan - he's betting on an AI boom to grow the economy as a motive to cut rates" [X Link](https://x.com/DuaneHope5/status/2019436855729746002) 2026-02-05T15:44Z [----] followers, [--] engagements "A profit taking from the recent "easing" of geopolitical tensions as any progress in the US foreign affairs portfolio (e.g. Iran Ukraine/Russia Gaza Greenland etc.) for the present moment has stalled. A pullback from momentum. selloff on markets (BTC AI etc.)" [X Link](https://x.com/DuaneHope5/status/2019436859097792657) 2026-02-05T15:44Z [----] followers, [--] engagements "A Minerals-Based Call-to-Arms🪖 The [----] MCS report is a data-based word of caution. To secure the future of tech defense & energy N.America needs to secure its access & its supply chain as a matter of national security. Full report here: https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf" [X Link](https://x.com/DuaneHope5/status/2020911709683061091) 2026-02-09T17:24Z [----] followers, [---] engagements "Follow for more on #RareEarths #gold #copper #silver & other commodities growth & underfollowed companies. For more in-depth coverage & research visit http://capital10x.com http://capital10x.com" [X Link](https://x.com/DuaneHope5/status/2020911712031977757) 2026-02-09T17:24Z [----] followers, [---] engagements "We Need to Talk About Copper. #Copper ➡bullish prices at ATHs on LME today. Tariff distortions supply disruptions in Africa Chile & Indonesia added to the volatility. Citi sees $12000/t in the 1H [----]. MS expects a huge deficit while GS sees demand5.3%. $ARG $HCH" [X Link](https://x.com/DuaneHope5/status/1983578519113224590) 2025-10-29T16:55Z [----] followers, [----] engagements "USA: A Massive Copper Stockpile According to Bloomberg the U.S. is locking up supply for "national security" & the energy transition. This artificial tightening is a driver for a dynamic pricing environment. If other nations join in we have a new support" [X Link](https://x.com/DuaneHope5/status/2021264785069727813) 2026-02-10T16:47Z [----] followers, [--] engagements "For exposure to physical price action without the mining risk (operations) $CPER (US Copper Index Fund) is a great choice. It tracks copper futures directly & 35% (1 year) reflecting commodity demand / market sentiment" [X Link](https://x.com/DuaneHope5/status/2021264787741524150) 2026-02-10T16:47Z [----] followers, [--] engagements "Mining Woes Despite rising prices Chile (the worlds #1 #copper producer) is experiencing turbulence on the ground. The surge in prices masks structural issues; aging mines & declining ore grades" [X Link](https://x.com/DuaneHope5/status/2021264790216130757) 2026-02-10T16:47Z [----] followers, [--] engagements "The Next Generation: Hot Chili Ltd $HCH 🌶 One of the only [------] t/year projects outside the majors.⚒ Developing the Costa Fuego project in Chile. High-grade hits at their La Verde discovery. There is big #copper out there if you have water & infrastructure to support it" [X Link](https://x.com/DuaneHope5/status/2021264796318916889) 2026-02-10T16:47Z [----] followers, [--] engagements "So to recap how do we leverage #copper's volatility while minimizing risk⚖ Futures $CPER (Strategic asset protection)🔒 Juniors $COPJ $HCH (High Reward Discovery)🔭 Operators $ARG (Dividends👑Management)" [X Link](https://x.com/DuaneHope5/status/2021264805219258747) 2026-02-10T16:47Z [----] followers, [--] engagements "@unusual_whales Fascinating times. As the US stockpiles #copper there are structural weaknesses in Chile (#1 producer) lower quality ores & lack of new mines. Higher prices are warranted in order to bring new supply online. $HCH $ARG $COPJ $CPER https://x.com/DuaneHope5/status/2021264781966020624 Copper Market: What to Watch For 👀🧵 While #copper prices arethis year underlying fundamentals reveal U.S government stockpiling structural decay in Chile & a disconnect in stocks. Let's look at the market with a focus on key equities: $CPER $COPX $COPJ $HCH $ARG https://t.co/qp0AY6PLUe" [X Link](https://x.com/DuaneHope5/status/2021634290476519782) 2026-02-11T17:15Z [----] followers, [---] engagements "Physical vs. Miners: Beta⛏ $URNM (Pure-play Miners): 46% YTD $URA (Miners + Infrastructure): 38% YTD When prices ➡ $100 profit margins for producers driving stocks much faster than the the spot price" [X Link](https://x.com/DuaneHope5/status/2016564695696609337) 2026-01-28T17:31Z [----] followers, [--] engagements "The Domestic Door Anfield & Energy Fuels 🚪 A strong narrative for 2026: The #uranium bottleneck; the need for domestic conventional mills. Two firms control open the door in the Western US: Energy Fuels $UUUU & Anfield Energy $AEC" [X Link](https://x.com/DuaneHope5/status/2016564698599100702) 2026-01-28T17:31Z [----] followers, [---] engagements "Anfield: A Near Term #Uranium Producer Anfield Energy $AEC owns Shootaring Canyon Mill one of the only licensed mills in . Backed by a 30% stake from Uranium Energy Corp $UEC the co. broke ground on its Velvet-Wood mine & 🎯 its first production milestones for 2026" [X Link](https://x.com/DuaneHope5/status/2016564703867105597) 2026-01-28T17:31Z [----] followers, [---] engagements "A Merger in the Making 🫱🏽🫲🏻 This production hit comes at a serious time as markets await a potential merger. The Rio Tinto's $RIO acquisition of Glencore $GLEN looms (Feb [--] "take it or leave it" 5pm GMT). This deal may create a $200B+ huge miner with a large #copper portfolio" [X Link](https://x.com/DuaneHope5/status/2016921116984426604) 2026-01-29T17:07Z [----] followers, [---] engagements "Dr. Copper Discovers New Clients🩺 #Copper price action has been intense. After surging 40% in [----] copper is now seen as the electrification metal of the industrial future. Much anticipation of huge EV adoption AI Data Centre builds & expansions of global power grids" [X Link](https://x.com/DuaneHope5/status/2016921119245185063) 2026-01-29T17:07Z [----] followers, [--] engagements "Solid number's from $PNPN's NISK Project: 🧮 ✅ High-grade intercepts (up to 12.18% #Copper) ✅ Polymetallic upside (#Gold #Silver #Nickel PGEs) ✅ 600% land expansion recently completed ✅ Safe jurisdiction (Quebec) near major hydro power" [X Link](https://x.com/DuaneHope5/status/2016921128350925011) 2026-01-29T17:07Z [----] followers, [--] engagements "Royalty Companies Plan Ahead🗒 Royalty companies are playing the #copper renaissance via strategy & quality assets. Ecora Royalties $ECOR made a strategic pivot. By [----] they are set to be materially #coal-free reweighting their entire portfolio toward the energy transition" [X Link](https://x.com/DuaneHope5/status/2016921130703986750) 2026-01-29T17:07Z [----] followers, [--] engagements "What's the Plan❔ Ecora's $ECOR copper strategy is anchored by two assets: 1) Mantos Blancos (Chile): Delivering record quarterly royalty contributions. 2)Mimbula (Zambia): Their $50M #copper stream acquisition (Q1 2025) is now a cash-flow engine as production ramps up" [X Link](https://x.com/DuaneHope5/status/2016921133140807872) 2026-01-29T17:07Z [----] followers, [--] engagements "#China does almost all global EV battery recycling est. to grow ($11 bill. [----] - $18 bill. by [----] re: EMR. Globally [--] co.s EV recycling at $2.7 bill. [--] yrs from carmakers battery makers & miners like Glencore $GLEN.L re: PitchBook. #lithium #BatteryMetals" [X Link](https://x.com/DuaneHope5/status/1682473678183751681) 2023-07-21T19:32Z [----] followers, [---] engagements "Copper Output➡Prices Codelco5.2% YoY in Sept (123100 mt) The co. aims to its output; 25yrin [----]. Production at $BHP's Escondida to 101500t. Collahuasi run by $GLEN & $AAL.L 14% to [-----] t. Join us today at 12pm w/ $LBC.v for an insightful #copper space. Copper Outlook with @IanHarrisMining CEO of @LiberoCopper ⚒ $LBC.v Join us tomorrow at 12PM 🔥 #Copper https://t.co/FTf5oDv7Qc Copper Outlook with @IanHarrisMining CEO of @LiberoCopper ⚒ $LBC.v Join us tomorrow at 12PM 🔥 #Copper https://t.co/FTf5oDv7Qc" [X Link](https://x.com/DuaneHope5/status/1854896513547202709) 2024-11-08T14:39Z [----] followers, [----] engagements "Nuclear is Back⚛ Energy Fuels $ERF is12% today 22% this month on💪🏽#uranium output. Anfield $AEC 61% UEC $UEC 20% this month from EOs fast tracking onshoring. As the only licensed & permitted c.os 1st mover advantage = LT value.👍🏽 https://x.com/capital10x/status/1926980694116344127 🚨 Anfield Energys Velvet-Wood Uranium Mine Receives Landmark DOI Approval ⚒ $AEC #URANIUM Velvet-Wood uranium mine is the 1st project in the country to receive fast track environmental approval in under [--] days 👀 (historically it took over [--] yr) Approval marks a https://t.co/wVlfSspDpx" [X Link](https://x.com/DuaneHope5/status/1929927207515746486) 2025-06-03T15:44Z [----] followers, [----] engagements "The Impending Supply Copper Crunch BHP forecasts70% demand by [----] Codelco lowers guidance Military spending (NATO et al) mayfrom 2.5% of GDP to 4% =170K tons of#copper demand M&A activity reveals we are early LT bull cycle $HCH $ARG $PNPN $ECOR" [X Link](https://x.com/DuaneHope5/status/1965769448050315425) 2025-09-10T13:28Z [----] followers, [---] engagements "Congrats to team Grizzle - $DARP ETF breaks through $40 🚀 @thomasg_grizzle @scottw_grizzle" [X Link](https://x.com/DuaneHope5/status/1968787275174547831) 2025-09-18T21:20Z [----] followers, [----] engagements "The Era of Cheap Commodities Ends. Metals Shine🧵 $XME continues its lustre; MT to LT basis. Critical minerals strategy in focus: geopoli uncertainty CB bank buying (#gold) economic rivalries infrastructure➡growth. Price supports🎯moving forward. $PNPN $ARG $HCH $ECOR" [X Link](https://x.com/DuaneHope5/status/1977775059004473781) 2025-10-13T16:34Z [----] followers, [---] engagements "@KobeissiLetter Future demand for American energy infrastructure is tremendous. Construction AI & economic competition between nations will foster dramatic moves in commodities. #copper #uranium $PNPN $ARG $AEC https://x.com/DuaneHope5/status/1983155338867298631 $80B Nuclear Partnership: Cameco Supplies Westinghouse Electric Cameco $CCO & Brookfield $BAM entered a partnership withgovernment to build$80B new nuclear reactors Cameco68% YTD. Thesis: #Uranium production; licensed & permitted c.os take the helm: $AEC $UUUU. https://t.co/TOaNyUGYg2" [X Link](https://x.com/DuaneHope5/status/1983214954162315301) 2025-10-28T16:51Z [----] followers, [---] engagements "We Need to Make Time for Copper. Anticipation of rate cuts & a possible resolution to the U.S. / China trade add topricing pressure. The growth of China as they attempt to boost domestic consumption add to a series of #copper tailwinds. $ECOR $PNPN" [X Link](https://x.com/DuaneHope5/status/1983578521520750638) 2025-10-29T16:55Z [----] followers, [---] engagements "Three Mile Island Restart⚛ Constellation Energy $CEG receives a $1B loan from to restart the "Crane Clean Energy Center" aka Three Mile Island - covering most of est. $1.5B cost for renovations. This shifts risk to the taxpayer & builds domestic #uranium supply. $AEC $CCJ" [X Link](https://x.com/DuaneHope5/status/1991152218641142073) 2025-11-19T14:30Z [----] followers, [----] engagements "Power Metallic Initiation Report🧵 We initiated coverage on $PNPN a polymetallic exploration & discovery co. with high-grades of #Copper Nickel #Platinum #Palladium Cobalt #Gold & #Silver. Here's a brief summary of the key drivers behind our $2.75/sh price target" [X Link](https://x.com/DuaneHope5/status/1992974957102456878) 2025-11-24T15:13Z [----] followers, [----] engagements "Good Probability of Success through the Drillbit⛏ $PNPN has 80000m remaining on their funded drill program over [--] months. With Dr. Beresford a world renowned polymetallic expert as an advisor they're in a great position to expand the Lion Zone & discover other deposits" [X Link](https://x.com/DuaneHope5/status/1992974959593832817) 2025-11-24T15:13Z [----] followers, [---] engagements "Breaking down the Drivers of our C$2.75 Price Target on Power Metallic ⛏ $PNPN #Copper" [X Link](https://x.com/DuaneHope5/status/1996980999746355230) 2025-12-05T16:32Z [----] followers, [----] engagements "@KobeissiLetter Persistent multi-year supply deficits & industrial demand ex. the automotive industry (catalytic converters) are behind the #platinum surge. At the time of this post platinum prices have $2282.30 per ounce its highest point since May [----]. $PNPN $PLTM" [X Link](https://x.com/DuaneHope5/status/2003522579240501466) 2025-12-23T17:46Z [----] followers, [---] engagements "More Drilling⛏ $PNPN controls [---] km of highly prospective land in James Bay ongoing drilling to scale across the Nisk Lion & Tiger zones. 100000-meter drill program; [-----] meters still to be completed. Focused on expanding known mineralized zones &👀 new targets" [X Link](https://x.com/DuaneHope5/status/2008197397101588748) 2026-01-05T15:22Z [----] followers, [--] engagements "Valuation & Analyst Perspective✏ Capital10X initiated coverage on Power Metallic Inc. $PNPN with a BUY & a C$2.75 target implying significant upside from current price levels based on discovery & resource expansion potential. Read the report here: https://capital10x.com/wp-content/uploads/2025/11/Power-Metallic-Initiation-Report-Capital10X.pdf https://capital10x.com/wp-content/uploads/2025/11/Power-Metallic-Initiation-Report-Capital10X.pdf" [X Link](https://x.com/DuaneHope5/status/2008197416504438917) 2026-01-05T15:22Z [----] followers, [--] engagements "Multi-Metal Universe 🚀 Power Metallic is a diversified miner with commodity optionality within a single asset base. #nickel #copper PGEs gold silver & #cobalt are part of its polymetallic mix" [X Link](https://x.com/DuaneHope5/status/2008197422951145950) 2026-01-05T15:22Z [----] followers, [--] engagements "Ironbark Zinc The co. is working on the Citronen Fjord project a 2500km #zinc formation in the far north Arctic logistics is a big challenge. Ironbark is seeking a partner for funding to the tune of $600M Infrastructure is also required for yr round shipping 👀" [X Link](https://x.com/DuaneHope5/status/2011866715018207346) 2026-01-15T18:22Z [----] followers, [--] engagements "Energy Transition Minerals $ETM Working on Kvanefjeld - 1.1B t @ 1.1% REE. Currently blocked by the [----] #uranium ban & is in legal proceedings. If $ETM manages to win or settle the re-rating will be huge.👀Probably the highest risk in #Greenland's mining sector" [X Link](https://x.com/DuaneHope5/status/2011866718444884043) 2026-01-15T18:22Z [----] followers, [---] engagements "World Nuclear Outlook🧵 The World Nuclear Association released a report today revealing that global capacity needs to 3X by [----] to hit the goal of 30+ nations; looking to #uranium to power their energy ambitions. A breakdown of key findings. Let's dive in: $AEC $CCJ $UUUU" [X Link](https://x.com/DuaneHope5/status/2013685410694668481) 2026-01-20T18:49Z [----] followers, [----] engagements "Like & repost to#uranium posts in the algo👍🏽🙂 The Price Surge📈 Spot prices $89.50/lb while $SPUT 20% YTD. After trading at a discount for much of late [----] SPUT is at a premium restarting its At-The-Market program to pick up more physical supply" [X Link](https://x.com/DuaneHope5/status/2016564690416005247) 2026-01-28T17:31Z [----] followers, [--] engagements "Energy Fuels: Uranium / REEs Energy Fuels $UUUU owns the White Mesa Mill the only fully operational conventional mill in the US. The co. acquired Australian Strategic Materials $ASM ➡building a vertically integrated model for both #uranium & #RareEarths" [X Link](https://x.com/DuaneHope5/status/2016564701262467213) 2026-01-28T17:31Z [----] followers, [--] engagements "U.S Pricing Power⚖ The vault is a response to volatility & export controls: #Gallium Trading $2100/kg (retail/investor) or $400/kg bulk #Germanium $7500/kg #Antimony: Prices hit $50000/tonne in North America Essential materials for EVs military apps" [X Link](https://x.com/DuaneHope5/status/2018373515620073584) 2026-02-02T17:18Z [----] followers, [---] engagements "China: A Strategic Threat👀 China currently refines 90% of REEs. The U.S. strategy/response: Permit Speed-running: cutting red tape when it comes to building mines "State-Capitalism": Taking equity stakes e.g. $MP Adding + + & resources to🥊processing" [X Link](https://x.com/DuaneHope5/status/2018373517989842989) 2026-02-02T17:18Z [----] followers, [---] engagements "The Resurgence of Gold🪙 Gold's value as a share of global GDP has climbed to 2.5% as of late [----]. While the dollar remains king #gold now accounts for 17% of all global foreign reserves" [X Link](https://x.com/DuaneHope5/status/2018693473088458812) 2026-02-03T14:30Z [----] followers, [--] engagements "The World is Buying Gold🪙 Advanced Economies (AEs) hold the most #gold but Emerging Markets (EMDEs) are the ones driving new demand. AEs are keeping holdings stable while EMDEs have been purchases since the [----] Financial Crisis" [X Link](https://x.com/DuaneHope5/status/2018693475546370333) 2026-02-03T14:30Z [----] followers, [--] engagements "The Largest Holders🪙 The Euro Area & the US are still the largest holders by value ($903B & $682B). For many Western nations #gold is 70% of their total reserves not because of increased purchases but due to the rising gold prices" [X Link](https://x.com/DuaneHope5/status/2018693477912002592) 2026-02-03T14:30Z [----] followers, [--] engagements "The Biggest Purchasers🪙 Since [----] Russia & China have led in net purchases followed by Turkey & India. Recently countries like Poland have significantly ramped up their #gold stocks to diversify their portfolios" [X Link](https://x.com/DuaneHope5/status/2018693480298520862) 2026-02-03T14:30Z [----] followers, [--] engagements "Why the Move to Gold🪙 Central banks view gold as: A hedge against inflation & geopolitical risk A safe-haven/store of value during crises A protection against sanctions (moving away from USD/Euro denominated assets" [X Link](https://x.com/DuaneHope5/status/2018693488896811184) 2026-02-03T14:30Z [----] followers, [--] engagements "As geopolitical tensions continue #golds role as a "politically neutral" asset becomes more attractive to central banks. Follow for more on #silver #copper & other commodities growth & underfollowed companies. For more in depth coverage visit http://capital10x.com http://capital10x.com" [X Link](https://x.com/DuaneHope5/status/2018693491086307497) 2026-02-03T14:30Z [----] followers, [---] engagements "Trump on Project Vault: "For years American businesses have risked running out of critical minerals during market disruptions. Today were launching Project Vault to ensure that American businesses and workers are never harmed by any shortage."" [X Link](https://x.com/DuaneHope5/status/2019069349357629768) 2026-02-04T15:23Z [----] followers, [--] engagements "@StuckInStJoe @MarioNawfal $COPJ (Sprott Junior Copper Miners ETF) - has a small cap focus. For exposure to price - $CPER tracks copper futures contracts" [X Link](https://x.com/DuaneHope5/status/1975963411549913458) 2025-10-08T16:36Z [----] followers, [---] engagements "2024: A Record Breaking Year🥇 In [----] the worlds reactors generated [----] TWh of electricity; a record high surpassing the previous peak from [----]. Despite a smaller fleet than in the past todays reactors very efficient & productive. #uranium" [X Link](https://x.com/DuaneHope5/status/2013685416298258893) 2026-01-20T18:49Z [----] followers, [---] engagements "The 3X Target is Achievable🎯 At COP28 30+ nations pledged to 3X their nuclear capacity by [----]. The WNA report finds that existing national targets already exceed this goal. If countries follow through on current plans global capacity could hit [----] GWe by [----]. #uranium" [X Link](https://x.com/DuaneHope5/status/2013685421629223053) 2026-01-20T18:49Z [----] followers, [---] engagements "@robert_ivanhoe A deficit may be on the horizon sooner ex. $ANTO.L made a supply deal w/ Jinchuan Group. The deal's Treatment & Refining Charges = $80/mt & 8.0/lb vs benchmark ($88 & 8.8) suggesting they think the concentrates market will be tighter than expected. #StockMarket $ARG $HCH" [X Link](https://x.com/DuaneHope5/status/1735329083171459261) 2023-12-14T16:01Z [----] followers, [---] engagements "The Canadian Global Affairs Institute pointed out in a report acc. PBO needs to spend $57B on defense $15B each year until [----] in order to meet NATO's🎯. This put pressure on in a time of economic uncertainty re: tariffs & an overall flat to shrinking GDP forecast" [X Link](https://x.com/DuaneHope5/status/1932106212042310039) 2025-06-09T16:03Z [----] followers, [--] engagements "There is a lack of pure play military equities but CAE Inc. $CAE & $BBDB Bombardier offer some exposure. Both have had modest returns YTD but have performed well on a longer term basis" [X Link](https://x.com/DuaneHope5/status/1932106214839664768) 2025-06-09T16:03Z [----] followers, [---] engagements "Copper Demand is Shifting: China $COPXJ As Chinas growth its share of global #copper consumption 57% to est. 52% by [----]. US demandby 50% India30%. AI infrastructure electrification drives the surge. Domestic jr. suppliers set to thrive. $ARG $HCH $ECOR $PNPN" [X Link](https://x.com/DuaneHope5/status/1980247076295581876) 2025-10-20T12:17Z [----] followers, [---] engagements "Great interview with Terry. Power Metallic's $PNPN projects have scale potential & commodity optionality within a single asset base ex. #nickel #copper PGEs gold silver & #cobalt = a polymetallic mix. As the🌎targets real assets jr. miners like this are the ones to pick up. Grizzle Commodity 1x1 ⛏ Terry Lynch Power Metallic $PNPN @terrybali @PowerMetallic Macro [----] 📈 ➡ #Copper driven by AI demand; Gold forecasted to break $5k + Silver to "rip face off" the market The Nisk Project: Rare "Orthomagmatic" discovery (only [--] in history); https://t.co/BQwKsggGfw Grizzle Commodity 1x1 ⛏ Terry" [X Link](https://x.com/DuaneHope5/status/2006050049625591960) 2025-12-30T17:09Z [----] followers, [----] engagements "De-Risking Potential through Partnerships🤝 The initiation report highlights $PNPN's synergies with advanced processing partners aimed at elevating recoveries. This is an important de-risking lever as the project progresses toward feasibility" [X Link](https://x.com/DuaneHope5/status/2008197430601543798) 2026-01-05T15:22Z [----] followers, [---] engagements "Qubec: A World-Class Mining Jurisdiction👷 Situated in Qubec one of the top mining jurisdictions globally Power Metallic $PNPN benefits from infrastructure supportive permitting & proximity to power & transport" [X Link](https://x.com/DuaneHope5/status/2008197437060776443) 2026-01-05T15:22Z [----] followers, [---] engagements "Geopolitical uncertainty = #1 driver of gold's strengthening performance right now. #Copper a bellwether for the health of the economy is down but should pick up via industrial demand soon enough. $ARG" [X Link](https://x.com/anyuser/status/1715059941050847361) 2023-10-19T17:38Z [----] followers, 22.6K engagements "BHP buying Oz Minerals Hudbay Minerals purchase of Copper Mountain & Glencore's bid for Teck = good for shareholders but fail to help the underlying copper supply problem. ⚒ BHP: We need [--] or [--] of giant Escondida #copper mines for an energy transition⚡ #stocks $ARG" [X Link](https://x.com/DuaneHope5/status/1650572464798195712) 2023-04-24T18:48Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DuaneHope5 Duane HopeDuane Hope posts on X about copper, $pnpn, gold, $arg the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 69.31% countries 21.78% cryptocurrencies 17.82% stocks 4.95% currencies 3.96% automotive brands 0.99% technology brands 0.99% luxury brands 0.99%
Social topic influence copper #1026, $pnpn #1, gold 20.79%, $arg #3, $hch #1, in the 10.89%, $ecor 9.9%, silver 9.9%, china 7.92%, $aec 7.92%
Top accounts mentioned or mentioned by @thomasggrizzle @marionawfal @kobeissiletter @usgs @504twenty @unusualwhales @ianharrismining @liberocopper @scottwgrizzle @stuckinstjoe @robertivanhoe @terrybali @powermetallic @thomasg_grizzle @capital10x
Top assets mentioned Argentine Football Association Fan Token (ARG) Energy Fuels Inc. (UUUU) MP Materials Corp. (MP) Cameco Corporation (CCJ) Realio Network (RIO) SPDR GOLD ETF (GLD) Uranium Energy Corp. (UEC) Agnico Eagle Mines Ltd. (AEM) Arbidex (ABX) Lithium Americas Corp. Common Shares (LAC) Boeing Co (BA) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"USA: Locking Critical Minerals in the Vault 🔐🧵 The U.S launched Project Vault a $12B Critical Minerals Reserve. Heres how the $12B vault works how it ties in with the $MP Materials stake & the price the U.S. is willing to pay to become independent from China. #RareEarths"
X Link 2026-02-02T17:18Z [----] followers, [----] engagements
"Anfield Energy $AEC ⚒ Ownership of a unique fully constructed & previously operated #uranium mill positions the company to benefit from the big strategic move to onshore U.S domestic supply. Nuclear is the Bedrock of America's Energy Future ⚛ $AEC #URANIUM US Department of Interior Expedited Permitting of Anfield Energy's Velvet Wood Uranium Mine ⛏ Owns [--] of [--] fully constructed and permitted uranium mills in the US Trades at a deep discount of 0.3x NPV 🔍 https://t.co/ucCjiHXE8Q Nuclear is the Bedrock of America's Energy Future ⚛ $AEC #URANIUM US Department of Interior Expedited Permitting of"
X Link 2026-02-04T17:39Z [----] followers, [---] engagements
"In this tough production environment Amerigo Resources $ARG shines. ☀ Unlike traditional miners they process #copper tailings from Codelcos El Teniente. They just beat [----] guidance & [----] targets. A "circular economy" play thats actually delivering cash to shareholders"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements
"Acc. Reuters the Central Bank of Kenya (CBK) is launching a domestic #gold purchase program; buying gold directly from local artisanal miners the nation aims to strengthen its national reserves and support its local mining industry"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements
"De-dollarization Continues In the past African central banks have relied almost exclusively on the US Dollar. But with high US interest rates & a volatile global economy countries are diversifying to protect their currencies"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements
"Gold: The Security Blanket Asset Gold has proven itself as THE safe haven asset. Unlike fiat currency it has no counterparty risk. For nations facing high debt & inflation a big #gold reserve provides a shield. Gold can't be sanctioned or printed into worthlessness"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements
"The Major Miners ⚒ Physical copper is tight supply but some majors are experiencing volatility after a record breaking run. Investors also have concerns re:CAPEX & operational issues; a trend reflected on the broader copper market ex. $COPX (Global X Copper Miners ETF)"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"Make Room for the Little Guy⚒ Majors in $COPX have had some trouble with their biggest assets while the juniors in $COPJ (Sprott Junior Copper Miners ETF) have outperformed 160% (1 yr). Investors continue to look for growth discovery & leverage to #copper prices"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements
"The Global Pivot Central banks in #China #India Turkey & Poland have bought #gold at record rates The world is preparing for a multi-polar financial system where the USD is no longer the only game in town"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements
"Kenya's Strategy Buying from local miners: Reduces reliance on FOREX for reserves Legitimizes the artisanal mining sector Builds tangible assets to stabilize the Kenyan Shilling"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements
"Paper reserves are now being challenged by hard assets. As it has throughout history #gold & other precious metals are now revealing themselves as the economic security asset of choice. #Kenya #Gold #DeDollarization #Africa #Economy #CentralBanks"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements
"Copper Hits a $6 ATH: Small Cap Kings Respond👑 Small caps revealing leverage to the #copper price: $HCH a premiere developer slated to hold a rare 100000t/yr project outside the majors. $ARG a well managed low risk copper producer from the tailings at the El Teniente mine"
X Link 2026-01-06T16:33Z [----] followers, [----] engagements
"The [----] Mineral Security Crisis & The North American Response🧵 The @USGS [----] Mineral Commodity Summaries report reveals the U.S minerals industry is valued $112B but import reliance is off the charts. Here's why minerals are a smart long term investment: $ECOR $PNPN $VIPR"
X Link 2026-02-09T17:24Z [----] followers, [----] engagements
"Copper Market: What to Watch For 👀🧵 While #copper prices arethis year underlying fundamentals reveal U.S government stockpiling structural decay in Chile & a disconnect in stocks. Let's look at the market with a focus on key equities: $CPER $COPX $COPJ $HCH $ARG"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements
"Dr. Copper's Diagnosis 💊 LT bullish on #copper as the electrification/energy transition metal; prices for demand. Short term neutrality on majors (operational risk). 👀Stockpiling may create support trade issues may ➡pricing (again) soon. $CPER $COPX $COPJ $HCH $ARG"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements
"Follow for more on #copper #gold #silver precious & industrial metals growth & underfollowed companies. For more in depth research & coverage visit http://capital10x.com http://capital10x.com"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"The African Gold Rush 🧵 Kenya joins a growing list of African nations building their #gold reserves. The Global South is now taking a a new direction on their view of economic sovereignty. Let's look at the details & why the 🌍gold rush will continue: $GLD $AEM $PNPN $ABX"
X Link 2026-02-11T15:52Z [----] followers, [---] engagements
"Follow for more on #gold #silver & other precious & industrial metals commodities growth & underfollowed companies. For in depth coverage & research visit http://capital10x.com http://capital10x.com"
X Link 2026-02-11T15:52Z [----] followers, [---] engagements
"Copper: A Global Top Performer #Copper miners outperform major indices & benchmarks. Prices recovering after distortions re: tariffs - we maintain our medium term view on equities overlooked by the market. Miners reporting marginsinvestment. $COPJ $ARG $ECOR $HCH $PNPN"
X Link 2025-09-22T14:37Z [----] followers, [---] engagements
"🍁Critical Minerals Strategy The Canadian government announced a series of investments as part of a Critical Minerals Strategy - unlocking +$60B in funding for projects. We believe $PNPN will be a likely beneficiary of government partnerships decreasing funding risk"
X Link 2025-11-24T15:13Z [----] followers, [---] engagements
"Rising Copper Prices: Bake into the Cake 🥮 BloombergNEF: The #copper market will go into a structural deficit 2025; est. shortfall of 19M mt by [----] if new mines & recycling facilities arent developed at scale. Energy-transition demand is set to 3X by [----]. $PNPN $HCH $ARG"
X Link 2025-12-17T16:55Z [----] followers, [----] engagements
"Lion Zone: A High-Grade Discovery🦁 The Lion Zone is one of the standout discoveries in $PNPN's camp with polymetallic sulphides rich in copper PGEs Au Ag and Ni. Recent assays indicate continuity thickness & grade with strong multi-metal signatures"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements
"Metallurgical Work Advancing🥼 $PNPN contracted SGS Canada to run Phase I metallurgical testing on Lion Zone material with results expected in Q1 2026; a key step toward resource & economic modeling"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements
"SPUT: Omens of a #Uranium Bull Run🔮🧵 $SPUT = a great start for [----]. Last yr momentum➡to AI; the market is learning that a bottleneck lies in power generation revealed via the 🐂run domestic miners & the cracks in the US supply chain. Let's dive in: $AEC $CCJ $UUUU"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements
"@thomasg_grizzle Thanks Tom & congrats on $DARP 's performance. More opportunities abound in the #uranium / commodities era. 👊🏽"
X Link 2026-01-28T17:46Z [----] followers, [---] engagements
"Dr. Copper: Supply Under Pressure🗜🧵 Glencore $GLEN reported an 11% drop in its [----] #copper output hitting the bottom guidance at [------] tonnes. As ore gradesat major mines Dr. Copper (the world's industrial barometer) is tightening. Let's Dive in: $PNPN $ECOR"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"Dr. Copper: More Colleagues in the Office🩺 #Copper is moving in tandem with the precious metals rally. #Gold $5275/oz & #Silver 112/oz have hit ATHs but #copper is an industrial catch-up play. Copper will build infrastructure to preserve acquired via precious metals"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"Burgeoning Success of Copper Juniors 🍼👑 With majors like Glencore $GLEN facing #copper output challenges investor focus may move to high-grade explorers. A great example is Power Metallic Mines $PNPN & other juniors discovering the next source of big supply"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"Recoveries Looking Good🔍 Power Metallics $PNPN flagship NISK Project in Quebec (Lion Zone) recently reported very strong metallurgy: 98.9% #Copper recoveries. In an era of diminishing ore quality Power Metallic's efficiencies are a boon for future supply"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"More Upside Less Downside⚖ $ECORA holds royalties & streams so they capture the upside#copper prices without the direct burden of rising mining costs or CAPEX. 📈 With #gold at ATHs Ecora is positioned as a diversified high-margin way to play the structural deficit"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"Bullish on Copper🐂 Glencores supply tightening $PNPN's high-grade discoveries Ecoras $ECOR royalty strategy Whether investors are looking for new discovery potential or steady cash-flow exposure ricing prices in a ⚡hungry world put #copper assets in the driver's seat"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"@504twenty @MarioNawfal It depends on your timeframe. IMHO $LAC looks promising on a LT basis (e.g. Thacker Pass opening in [----] incoming supply deals not priced-in yet) & trading at P/B 3.8X in line with the industry. Near term I'm not sure. There's other names with more leverage to Li price"
X Link 2026-02-02T14:31Z [----] followers, [---] engagements
"Project Vault🔒 The project differs from the Strategic Petroleum Reserve: $10B in 15-year loans from the U.S. Export-Import Bank $1.7B in private capital from firms like GM Boeing & Google Procurement/ storage of minerals for civilian industry not defense"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements
"A Vault vs. A Price Floor💵 Last year MP Materials secured a $110/kg price floor for Neodymium-Praseodymium (NdPr). The $12B vault will buy when prices are low/stable to prevent manufacturers from getting squeezed when Chinaexports less complex than a price floor model"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements
"Gold: A Key Asset of Central Bank Reserves🪙🧵 A recent Brookings article by Gian Maria Milesi-Ferretti explores the role of #gold as prices hit record highs & geopolitical uncertainty rises. Here's a summary of his key findings. Let's dive in: $GLD $GSKR $GDX $GDXJ"
X Link 2026-02-03T14:30Z [----] followers, [---] engagements
"China Responds to Project Vault🔐🧵 China Nonferrous Metals Industry Association (CNMIA) calls for China to expand its #copper stockpiles one day after the US launches Project Vault: a $12B critical minerals fund. A global scramble begins. Let's dive in: $PNPN $HCH $RIO $GLEN"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements
"Copper is now a strategic asset with analysts est. a [------] ton deficit in [----]. The industry is consolidating with $RIO in extended talks to acquire $GLEN. This could create a +$250B #copper giant as sign of our present moment in the commodities cycle"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements
"What does this mean to you The value of #copper pure plays just raised as they become a target. Hot Chili Ltd $HCH announced a A$40M capital raise to fast-track its Costa Fuego project in Chile. Its one of the few [------] t / yr. copper project outside of the majors"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements
"Also in a time of declining ore quality technology is key. Power Metallic $PNPN)recently reported outstanding metallurgical results at its Nisk project in Quebec hitting a 98.9% #copper recovery. As global supply tightens efficiency is paramount"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements
"Silver Shock Then Rebound & Recovery🧵 Some brief notes on volatility in #silver markets. Factors & potential tailwinds: Rising margins on CME silver. Although margins are raised as risk control measures history reveals prices in the aftermath. $SIL $VIPR $PAAS"
X Link 2026-02-05T15:43Z [----] followers, [---] engagements
"The recommendation of Kevin Warsh as FOMC Chair implying a tightening Fed policy & a stronger dollar. IMHO this is most likely the wrong impression. Warsh's recent comments channeling Alan Greenspan - he's betting on an AI boom to grow the economy as a motive to cut rates"
X Link 2026-02-05T15:44Z [----] followers, [--] engagements
"A profit taking from the recent "easing" of geopolitical tensions as any progress in the US foreign affairs portfolio (e.g. Iran Ukraine/Russia Gaza Greenland etc.) for the present moment has stalled. A pullback from momentum. selloff on markets (BTC AI etc.)"
X Link 2026-02-05T15:44Z [----] followers, [--] engagements
"A Minerals-Based Call-to-Arms🪖 The [----] MCS report is a data-based word of caution. To secure the future of tech defense & energy N.America needs to secure its access & its supply chain as a matter of national security. Full report here: https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements
"Follow for more on #RareEarths #gold #copper #silver & other commodities growth & underfollowed companies. For more in-depth coverage & research visit http://capital10x.com http://capital10x.com"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements
"We Need to Talk About Copper. #Copper ➡bullish prices at ATHs on LME today. Tariff distortions supply disruptions in Africa Chile & Indonesia added to the volatility. Citi sees $12000/t in the 1H [----]. MS expects a huge deficit while GS sees demand5.3%. $ARG $HCH"
X Link 2025-10-29T16:55Z [----] followers, [----] engagements
"USA: A Massive Copper Stockpile According to Bloomberg the U.S. is locking up supply for "national security" & the energy transition. This artificial tightening is a driver for a dynamic pricing environment. If other nations join in we have a new support"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"For exposure to physical price action without the mining risk (operations) $CPER (US Copper Index Fund) is a great choice. It tracks copper futures directly & 35% (1 year) reflecting commodity demand / market sentiment"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"Mining Woes Despite rising prices Chile (the worlds #1 #copper producer) is experiencing turbulence on the ground. The surge in prices masks structural issues; aging mines & declining ore grades"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"The Next Generation: Hot Chili Ltd $HCH 🌶 One of the only [------] t/year projects outside the majors.⚒ Developing the Costa Fuego project in Chile. High-grade hits at their La Verde discovery. There is big #copper out there if you have water & infrastructure to support it"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"So to recap how do we leverage #copper's volatility while minimizing risk⚖ Futures $CPER (Strategic asset protection)🔒 Juniors $COPJ $HCH (High Reward Discovery)🔭 Operators $ARG (Dividends👑Management)"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements
"@unusual_whales Fascinating times. As the US stockpiles #copper there are structural weaknesses in Chile (#1 producer) lower quality ores & lack of new mines. Higher prices are warranted in order to bring new supply online. $HCH $ARG $COPJ $CPER https://x.com/DuaneHope5/status/2021264781966020624 Copper Market: What to Watch For 👀🧵 While #copper prices arethis year underlying fundamentals reveal U.S government stockpiling structural decay in Chile & a disconnect in stocks. Let's look at the market with a focus on key equities: $CPER $COPX $COPJ $HCH $ARG https://t.co/qp0AY6PLUe"
X Link 2026-02-11T17:15Z [----] followers, [---] engagements
"Physical vs. Miners: Beta⛏ $URNM (Pure-play Miners): 46% YTD $URA (Miners + Infrastructure): 38% YTD When prices ➡ $100 profit margins for producers driving stocks much faster than the the spot price"
X Link 2026-01-28T17:31Z [----] followers, [--] engagements
"The Domestic Door Anfield & Energy Fuels 🚪 A strong narrative for 2026: The #uranium bottleneck; the need for domestic conventional mills. Two firms control open the door in the Western US: Energy Fuels $UUUU & Anfield Energy $AEC"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements
"Anfield: A Near Term #Uranium Producer Anfield Energy $AEC owns Shootaring Canyon Mill one of the only licensed mills in . Backed by a 30% stake from Uranium Energy Corp $UEC the co. broke ground on its Velvet-Wood mine & 🎯 its first production milestones for 2026"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements
"A Merger in the Making 🫱🏽🫲🏻 This production hit comes at a serious time as markets await a potential merger. The Rio Tinto's $RIO acquisition of Glencore $GLEN looms (Feb [--] "take it or leave it" 5pm GMT). This deal may create a $200B+ huge miner with a large #copper portfolio"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements
"Dr. Copper Discovers New Clients🩺 #Copper price action has been intense. After surging 40% in [----] copper is now seen as the electrification metal of the industrial future. Much anticipation of huge EV adoption AI Data Centre builds & expansions of global power grids"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements
"Solid number's from $PNPN's NISK Project: 🧮 ✅ High-grade intercepts (up to 12.18% #Copper) ✅ Polymetallic upside (#Gold #Silver #Nickel PGEs) ✅ 600% land expansion recently completed ✅ Safe jurisdiction (Quebec) near major hydro power"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements
"Royalty Companies Plan Ahead🗒 Royalty companies are playing the #copper renaissance via strategy & quality assets. Ecora Royalties $ECOR made a strategic pivot. By [----] they are set to be materially #coal-free reweighting their entire portfolio toward the energy transition"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements
"What's the Plan❔ Ecora's $ECOR copper strategy is anchored by two assets: 1) Mantos Blancos (Chile): Delivering record quarterly royalty contributions. 2)Mimbula (Zambia): Their $50M #copper stream acquisition (Q1 2025) is now a cash-flow engine as production ramps up"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements
"#China does almost all global EV battery recycling est. to grow ($11 bill. [----] - $18 bill. by [----] re: EMR. Globally [--] co.s EV recycling at $2.7 bill. [--] yrs from carmakers battery makers & miners like Glencore $GLEN.L re: PitchBook. #lithium #BatteryMetals"
X Link 2023-07-21T19:32Z [----] followers, [---] engagements
"Copper Output➡Prices Codelco5.2% YoY in Sept (123100 mt) The co. aims to its output; 25yrin [----]. Production at $BHP's Escondida to 101500t. Collahuasi run by $GLEN & $AAL.L 14% to [-----] t. Join us today at 12pm w/ $LBC.v for an insightful #copper space. Copper Outlook with @IanHarrisMining CEO of @LiberoCopper ⚒ $LBC.v Join us tomorrow at 12PM 🔥 #Copper https://t.co/FTf5oDv7Qc Copper Outlook with @IanHarrisMining CEO of @LiberoCopper ⚒ $LBC.v Join us tomorrow at 12PM 🔥 #Copper https://t.co/FTf5oDv7Qc"
X Link 2024-11-08T14:39Z [----] followers, [----] engagements
"Nuclear is Back⚛ Energy Fuels $ERF is12% today 22% this month on💪🏽#uranium output. Anfield $AEC 61% UEC $UEC 20% this month from EOs fast tracking onshoring. As the only licensed & permitted c.os 1st mover advantage = LT value.👍🏽 https://x.com/capital10x/status/1926980694116344127 🚨 Anfield Energys Velvet-Wood Uranium Mine Receives Landmark DOI Approval ⚒ $AEC #URANIUM Velvet-Wood uranium mine is the 1st project in the country to receive fast track environmental approval in under [--] days 👀 (historically it took over [--] yr) Approval marks a https://t.co/wVlfSspDpx"
X Link 2025-06-03T15:44Z [----] followers, [----] engagements
"The Impending Supply Copper Crunch BHP forecasts70% demand by [----] Codelco lowers guidance Military spending (NATO et al) mayfrom 2.5% of GDP to 4% =170K tons of#copper demand M&A activity reveals we are early LT bull cycle $HCH $ARG $PNPN $ECOR"
X Link 2025-09-10T13:28Z [----] followers, [---] engagements
"Congrats to team Grizzle - $DARP ETF breaks through $40 🚀 @thomasg_grizzle @scottw_grizzle"
X Link 2025-09-18T21:20Z [----] followers, [----] engagements
"The Era of Cheap Commodities Ends. Metals Shine🧵 $XME continues its lustre; MT to LT basis. Critical minerals strategy in focus: geopoli uncertainty CB bank buying (#gold) economic rivalries infrastructure➡growth. Price supports🎯moving forward. $PNPN $ARG $HCH $ECOR"
X Link 2025-10-13T16:34Z [----] followers, [---] engagements
"@KobeissiLetter Future demand for American energy infrastructure is tremendous. Construction AI & economic competition between nations will foster dramatic moves in commodities. #copper #uranium $PNPN $ARG $AEC https://x.com/DuaneHope5/status/1983155338867298631 $80B Nuclear Partnership: Cameco Supplies Westinghouse Electric Cameco $CCO & Brookfield $BAM entered a partnership withgovernment to build$80B new nuclear reactors Cameco68% YTD. Thesis: #Uranium production; licensed & permitted c.os take the helm: $AEC $UUUU. https://t.co/TOaNyUGYg2"
X Link 2025-10-28T16:51Z [----] followers, [---] engagements
"We Need to Make Time for Copper. Anticipation of rate cuts & a possible resolution to the U.S. / China trade add topricing pressure. The growth of China as they attempt to boost domestic consumption add to a series of #copper tailwinds. $ECOR $PNPN"
X Link 2025-10-29T16:55Z [----] followers, [---] engagements
"Three Mile Island Restart⚛ Constellation Energy $CEG receives a $1B loan from to restart the "Crane Clean Energy Center" aka Three Mile Island - covering most of est. $1.5B cost for renovations. This shifts risk to the taxpayer & builds domestic #uranium supply. $AEC $CCJ"
X Link 2025-11-19T14:30Z [----] followers, [----] engagements
"Power Metallic Initiation Report🧵 We initiated coverage on $PNPN a polymetallic exploration & discovery co. with high-grades of #Copper Nickel #Platinum #Palladium Cobalt #Gold & #Silver. Here's a brief summary of the key drivers behind our $2.75/sh price target"
X Link 2025-11-24T15:13Z [----] followers, [----] engagements
"Good Probability of Success through the Drillbit⛏ $PNPN has 80000m remaining on their funded drill program over [--] months. With Dr. Beresford a world renowned polymetallic expert as an advisor they're in a great position to expand the Lion Zone & discover other deposits"
X Link 2025-11-24T15:13Z [----] followers, [---] engagements
"Breaking down the Drivers of our C$2.75 Price Target on Power Metallic ⛏ $PNPN #Copper"
X Link 2025-12-05T16:32Z [----] followers, [----] engagements
"@KobeissiLetter Persistent multi-year supply deficits & industrial demand ex. the automotive industry (catalytic converters) are behind the #platinum surge. At the time of this post platinum prices have $2282.30 per ounce its highest point since May [----]. $PNPN $PLTM"
X Link 2025-12-23T17:46Z [----] followers, [---] engagements
"More Drilling⛏ $PNPN controls [---] km of highly prospective land in James Bay ongoing drilling to scale across the Nisk Lion & Tiger zones. 100000-meter drill program; [-----] meters still to be completed. Focused on expanding known mineralized zones &👀 new targets"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements
"Valuation & Analyst Perspective✏ Capital10X initiated coverage on Power Metallic Inc. $PNPN with a BUY & a C$2.75 target implying significant upside from current price levels based on discovery & resource expansion potential. Read the report here: https://capital10x.com/wp-content/uploads/2025/11/Power-Metallic-Initiation-Report-Capital10X.pdf https://capital10x.com/wp-content/uploads/2025/11/Power-Metallic-Initiation-Report-Capital10X.pdf"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements
"Multi-Metal Universe 🚀 Power Metallic is a diversified miner with commodity optionality within a single asset base. #nickel #copper PGEs gold silver & #cobalt are part of its polymetallic mix"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements
"Ironbark Zinc The co. is working on the Citronen Fjord project a 2500km #zinc formation in the far north Arctic logistics is a big challenge. Ironbark is seeking a partner for funding to the tune of $600M Infrastructure is also required for yr round shipping 👀"
X Link 2026-01-15T18:22Z [----] followers, [--] engagements
"Energy Transition Minerals $ETM Working on Kvanefjeld - 1.1B t @ 1.1% REE. Currently blocked by the [----] #uranium ban & is in legal proceedings. If $ETM manages to win or settle the re-rating will be huge.👀Probably the highest risk in #Greenland's mining sector"
X Link 2026-01-15T18:22Z [----] followers, [---] engagements
"World Nuclear Outlook🧵 The World Nuclear Association released a report today revealing that global capacity needs to 3X by [----] to hit the goal of 30+ nations; looking to #uranium to power their energy ambitions. A breakdown of key findings. Let's dive in: $AEC $CCJ $UUUU"
X Link 2026-01-20T18:49Z [----] followers, [----] engagements
"Like & repost to#uranium posts in the algo👍🏽🙂 The Price Surge📈 Spot prices $89.50/lb while $SPUT 20% YTD. After trading at a discount for much of late [----] SPUT is at a premium restarting its At-The-Market program to pick up more physical supply"
X Link 2026-01-28T17:31Z [----] followers, [--] engagements
"Energy Fuels: Uranium / REEs Energy Fuels $UUUU owns the White Mesa Mill the only fully operational conventional mill in the US. The co. acquired Australian Strategic Materials $ASM ➡building a vertically integrated model for both #uranium & #RareEarths"
X Link 2026-01-28T17:31Z [----] followers, [--] engagements
"U.S Pricing Power⚖ The vault is a response to volatility & export controls: #Gallium Trading $2100/kg (retail/investor) or $400/kg bulk #Germanium $7500/kg #Antimony: Prices hit $50000/tonne in North America Essential materials for EVs military apps"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements
"China: A Strategic Threat👀 China currently refines 90% of REEs. The U.S. strategy/response: Permit Speed-running: cutting red tape when it comes to building mines "State-Capitalism": Taking equity stakes e.g. $MP Adding + + & resources to🥊processing"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements
"The Resurgence of Gold🪙 Gold's value as a share of global GDP has climbed to 2.5% as of late [----]. While the dollar remains king #gold now accounts for 17% of all global foreign reserves"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements
"The World is Buying Gold🪙 Advanced Economies (AEs) hold the most #gold but Emerging Markets (EMDEs) are the ones driving new demand. AEs are keeping holdings stable while EMDEs have been purchases since the [----] Financial Crisis"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements
"The Largest Holders🪙 The Euro Area & the US are still the largest holders by value ($903B & $682B). For many Western nations #gold is 70% of their total reserves not because of increased purchases but due to the rising gold prices"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements
"The Biggest Purchasers🪙 Since [----] Russia & China have led in net purchases followed by Turkey & India. Recently countries like Poland have significantly ramped up their #gold stocks to diversify their portfolios"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements
"Why the Move to Gold🪙 Central banks view gold as: A hedge against inflation & geopolitical risk A safe-haven/store of value during crises A protection against sanctions (moving away from USD/Euro denominated assets"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements
"As geopolitical tensions continue #golds role as a "politically neutral" asset becomes more attractive to central banks. Follow for more on #silver #copper & other commodities growth & underfollowed companies. For more in depth coverage visit http://capital10x.com http://capital10x.com"
X Link 2026-02-03T14:30Z [----] followers, [---] engagements
"Trump on Project Vault: "For years American businesses have risked running out of critical minerals during market disruptions. Today were launching Project Vault to ensure that American businesses and workers are never harmed by any shortage.""
X Link 2026-02-04T15:23Z [----] followers, [--] engagements
"@StuckInStJoe @MarioNawfal $COPJ (Sprott Junior Copper Miners ETF) - has a small cap focus. For exposure to price - $CPER tracks copper futures contracts"
X Link 2025-10-08T16:36Z [----] followers, [---] engagements
"2024: A Record Breaking Year🥇 In [----] the worlds reactors generated [----] TWh of electricity; a record high surpassing the previous peak from [----]. Despite a smaller fleet than in the past todays reactors very efficient & productive. #uranium"
X Link 2026-01-20T18:49Z [----] followers, [---] engagements
"The 3X Target is Achievable🎯 At COP28 30+ nations pledged to 3X their nuclear capacity by [----]. The WNA report finds that existing national targets already exceed this goal. If countries follow through on current plans global capacity could hit [----] GWe by [----]. #uranium"
X Link 2026-01-20T18:49Z [----] followers, [---] engagements
"@robert_ivanhoe A deficit may be on the horizon sooner ex. $ANTO.L made a supply deal w/ Jinchuan Group. The deal's Treatment & Refining Charges = $80/mt & 8.0/lb vs benchmark ($88 & 8.8) suggesting they think the concentrates market will be tighter than expected. #StockMarket $ARG $HCH"
X Link 2023-12-14T16:01Z [----] followers, [---] engagements
"The Canadian Global Affairs Institute pointed out in a report acc. PBO needs to spend $57B on defense $15B each year until [----] in order to meet NATO's🎯. This put pressure on in a time of economic uncertainty re: tariffs & an overall flat to shrinking GDP forecast"
X Link 2025-06-09T16:03Z [----] followers, [--] engagements
"There is a lack of pure play military equities but CAE Inc. $CAE & $BBDB Bombardier offer some exposure. Both have had modest returns YTD but have performed well on a longer term basis"
X Link 2025-06-09T16:03Z [----] followers, [---] engagements
"Copper Demand is Shifting: China $COPXJ As Chinas growth its share of global #copper consumption 57% to est. 52% by [----]. US demandby 50% India30%. AI infrastructure electrification drives the surge. Domestic jr. suppliers set to thrive. $ARG $HCH $ECOR $PNPN"
X Link 2025-10-20T12:17Z [----] followers, [---] engagements
"Great interview with Terry. Power Metallic's $PNPN projects have scale potential & commodity optionality within a single asset base ex. #nickel #copper PGEs gold silver & #cobalt = a polymetallic mix. As the🌎targets real assets jr. miners like this are the ones to pick up. Grizzle Commodity 1x1 ⛏ Terry Lynch Power Metallic $PNPN @terrybali @PowerMetallic Macro [----] 📈 ➡ #Copper driven by AI demand; Gold forecasted to break $5k + Silver to "rip face off" the market The Nisk Project: Rare "Orthomagmatic" discovery (only [--] in history); https://t.co/BQwKsggGfw Grizzle Commodity 1x1 ⛏ Terry"
X Link 2025-12-30T17:09Z [----] followers, [----] engagements
"De-Risking Potential through Partnerships🤝 The initiation report highlights $PNPN's synergies with advanced processing partners aimed at elevating recoveries. This is an important de-risking lever as the project progresses toward feasibility"
X Link 2026-01-05T15:22Z [----] followers, [---] engagements
"Qubec: A World-Class Mining Jurisdiction👷 Situated in Qubec one of the top mining jurisdictions globally Power Metallic $PNPN benefits from infrastructure supportive permitting & proximity to power & transport"
X Link 2026-01-05T15:22Z [----] followers, [---] engagements
"Geopolitical uncertainty = #1 driver of gold's strengthening performance right now. #Copper a bellwether for the health of the economy is down but should pick up via industrial demand soon enough. $ARG"
X Link 2023-10-19T17:38Z [----] followers, 22.6K engagements
"BHP buying Oz Minerals Hudbay Minerals purchase of Copper Mountain & Glencore's bid for Teck = good for shareholders but fail to help the underlying copper supply problem. ⚒ BHP: We need [--] or [--] of giant Escondida #copper mines for an energy transition⚡ #stocks $ARG"
X Link 2023-04-24T18:48Z [----] followers, [---] engagements
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/creator/twitter::DuaneHope5