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[@DuaneHope5](/creator/twitter/DuaneHope5)
"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) [@DuaneHope5](/creator/x/DuaneHope5) 2025-09-22T14:37Z 8208 followers, XXX engagements


"Gold: Mergers & the Mining Clock (4PM)🧵 As the #gold bull cycle continues we're seeing an uptick in merger activity from large caps $TECK / $AAL etc. to small caps $FNM / Mawson. Let's examine a recent deal where First Nordic acquired Mawson Ltd to form a new co. NordCo"  
[X Link](https://x.com/DuaneHope5/status/1970855508530925788) [@DuaneHope5](/creator/x/DuaneHope5) 2025-09-24T14:19Z 8195 followers, 1803 engagements


"US Industries Gold & Silver Shines While regional banks' concerns roil markets gold & silver miners saw strong performance; #gold futures2% & #silver 3%. 🍁(TSX & TSX-V) showing momentum in equities ex. Kinross AngloGold Ashanti et al. $AEM $PNPN $PAAS"  
[X Link](https://x.com/DuaneHope5/status/1979170228270428614) [@DuaneHope5](/creator/x/DuaneHope5) 2025-10-17T12:58Z 8197 followers, XXX engagements


"Copper: Back to Business As Usual🧵 Cu is trading $4.50/lb on the heels of a #copper contangovols to to beat tariffs. X recent news items support a LT ➡supply demand & bullish thesis: $ARG $ECOR $HCH $PNPN 1) Codelco warned Chiles output may stall at 5.5Mtpa"  
[X Link](https://x.com/DuaneHope5/status/1965081331588805001) [@DuaneHope5](/creator/x/DuaneHope5) 2025-09-08T15:54Z 8208 followers, XXX engagements


"The Impending Supply Copper Crunch BHP forecasts70% demand by 2050 Codelco lowers guidance Military spending (NATO et al) mayfrom XXX% of GDP to X% =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) [@DuaneHope5](/creator/x/DuaneHope5) 2025-09-10T13:28Z 8208 followers, XXX engagements


"The Department of Energy alone has pledged $XXX B including commitments for Thacker Pass lithium mine & projects to recover critical minerals from coal ash & other waste - in 2024 & this yr. so far"  
[X Link](https://x.com/DuaneHope5/status/1977775063907889648) [@DuaneHope5](/creator/x/DuaneHope5) 2025-10-13T16:34Z 8210 followers, XX 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) [@DuaneHope5](/creator/x/DuaneHope5) 2025-10-13T16:34Z 8208 followers, XXX engagements


"As a part of its stockpiling efforts The Department of Defense awarded $XX million to MP Materials $MP to process rare earth elements & has awarded $288M to Lynas USA for commercial-scale rare earth oxide production"  
[X Link](https://x.com/DuaneHope5/status/1977775067590225994) [@DuaneHope5](/creator/x/DuaneHope5) 2025-10-13T16:34Z 8208 followers, XXX engagements


"Copper Demand is Shifting: China $COPXJ As Chinas growth its share of global #copper consumption XX% to est. XX% by 2031. US demandby XX% 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) [@DuaneHope5](/creator/x/DuaneHope5) 2025-10-20T12:17Z 8208 followers, XXX engagements