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[@ctindale](/creator/twitter/ctindale)
"@DavidBCollum its worse than that- humans are been made obsolete like iPhone made blackberry obsolete . IF humans are obsolete capitalism doesn't work no wages no taxes no consumption . Dalio thinks its about the west what he misses is its about humanity both east and west"  
[X Link](https://x.com/ctindale/status/1978213420345487668) [@ctindale](/creator/x/ctindale) 2025-10-14T21:36Z 4163 followers, XXX engagements


"@LeonLi948062 @shaunrein @mattgaetz and you know this without reading anything wow you must be a genius . Glencore just signed up after doing due diligence so have DoD . Production number were just raised x5 earlier this week . You think you know till you dont :)"  
[X Link](https://x.com/ctindale/status/1978327465433981059) [@ctindale](/creator/x/ctindale) 2025-10-15T05:09Z 4165 followers, XXX engagements


"China - The Empire of Control . Chinas rulers are attempting something no civilisation has achieved: to seize central command of the planets productive machinery while pretending to remain its benign supplier. They want to convert dependency into dominion turning the trust of their trading partners into the leash of their submission. Factories ports minerals algorithms all are to be tributaries to Beijings bureaucracy. It is the oldest temptation in history: to confuse order with ownership. Yet the idea itself is not Chinese. For most of five thousand years Chinas genius was for balance"  
[X Link](https://x.com/ctindale/status/1978869218843201755) [@ctindale](/creator/x/ctindale) 2025-10-16T17:02Z 4161 followers, 1890 engagements


"Originally started posting on $mtm at 14c this post was at 22c today at $XXXX IMO heading for $XX. the key here is the due diligence being done by interested partners. DoD has engaged today a Glencore collaboration after its technical team reviewed the technology on a site visit. Large companies like Glencore don't establish relationships with small companies like MTM unless they are highly confident in the IP"  
[X Link](https://x.com/ctindale/status/1973568171056734560) [@ctindale](/creator/x/ctindale) 2025-10-02T01:58Z 4169 followers, 10.6K engagements


"Theyre doing it faster than people think. Lynas is expanding its Kalgoorlie cracking plant to process Mt Weld concentrate onshore no China detour. MP Materials rebuilt Mountain Pass into a XX kt yr mine and now runs a Texas magnet plant with General Motors. Energy Fuels converted its White Mesa mill to separate monazite and produce RE carbonate inside XX months. IperionX and MTM Critical Metals are modularizing refining Flash Joule Heating units that drop into existing circuits. With DPA offtake contracts OEM service crews and AI predictive maintenance the West can build commission and"  
[X Link](https://x.com/ctindale/status/1977172633302319520) [@ctindale](/creator/x/ctindale) 2025-10-12T00:41Z 4168 followers, XXX engagements


"Elementos $ELT is uniquely positioned as Europes only fully integrated mine-to-metal tin developer with a smelter acquisition today . Its Oropesa DFS (NPV A$555 m at current tin prices) and low AISC (US$15 000/t) highlight economic value while the XX % Robledollano smelter option secures downstream margins and aligns with EU critical-minerals policy. With tin trading near US$37 700/t and global supply deficits widening ELTs A$62 m market cap today represents barely XXX NPV. Applying a conservative 0.50.6 NPV multiple and allowing for financing risk yields a fair equity valuation of A$240A$300"  
[X Link](https://x.com/ctindale/status/1977654457438777575) [@ctindale](/creator/x/ctindale) 2025-10-13T08:35Z 4165 followers, XXX engagements


"The solar supply chain runs through this flooded North Carolina town Grist This article describes how floods (from Hurricane Helene) disrupted mines in Spruce Pine North Carolina which supply much of the worlds ultra-pure quartz for semiconductors and solar panels. It highlights how a quirk of geology makes that region uniquely capable of producing the purity needed and how disruptions there ripple through global tech supply chains"  
[X Link](https://x.com/ctindale/status/1979386496668041521) [@ctindale](/creator/x/ctindale) 2025-10-18T03:18Z 4168 followers, XXX engagements


"UCU was an example there are dozens. Moats once protected empires and corporations labour geography skills or scale. Chinas moat was cheap human labour; Americas was technological dominance. But in the age of AI every moat becomes a mirage. When robots cost the same everywhere wage arbitrage collapses. Why pay Chinese robots $XXXX an hour plus freight when Western ones cost the same at home Aircraft carriers tanks bureaucracies all relics of a slower age. AI turns every advantage into an inefficiency. The only true moat now is adaptability the capacity to evolve faster than the system you"  
[X Link](https://x.com/ctindale/status/1979413912408986102) [@ctindale](/creator/x/ctindale) 2025-10-18T05:07Z 4166 followers, XX engagements


"Education and infrastructure were once Chinas proud moats now instant relics of a slower age just past . Aligning with Russia has cost Xi Europe; the diplomatic damage is structural not temporary. Most of Asia still orbits Washington: Japan South Korea and the Pacific democracies form a steel triangle. Shipbuilding is a rare defendable moat Korea and Japan still dominate LNG-class vessels the crown jewels of maritime engineering. Xi mistakes intimidation for strategy declaring his moves before they unfold. Neither superpower is truly battle-tested; simulations arent wars. Command and control"  
[X Link](https://x.com/ctindale/status/1979428169716502996) [@ctindale](/creator/x/ctindale) 2025-10-18T06:03Z 4168 followers, XX engagements


"Colonialism was the template of civilisation no matter your flag . Every culture conquered extracted enslaved its the human condition industrialised. Offshoring was just the modern echo of empire: the ships of bondage replaced by supply chains with suicide nets. The West congratulated itself on moral progress while its multinationals rebranded exploitation as neo classical efficiency. The so-called East simply inherited the same sickness of growth without grace. It isnt West versus East democracy versus autocracy its humanity devouring its own reflection. Theres no utopia waiting only the"  
[X Link](https://x.com/ctindale/status/1979453672976470343) [@ctindale](/creator/x/ctindale) 2025-10-18T07:45Z 4169 followers, XX engagements


"Agree its not a narrative in prehistoric history all kinds of organisational systems existed but that is going way way back . Even if you look at Chinese civilization as dialectical not linear it was still a recurring experiment in how far power can be stretched before human beings reclaim freedom. The ConfucianDaoistLegalist triad is Chinas internal debate over the price of order paralleling how European Enlightenment thinkers debated freedom versus monarchy. Its not much different pretty much the same with Chinese characteristics . Now we have the CCP and an imported German thought"  
[X Link](https://x.com/ctindale/status/1979473357289758740) [@ctindale](/creator/x/ctindale) 2025-10-18T09:03Z 4169 followers, XX engagements


"@davidkersten It suggests a lack of situational readiness both from a command structure and deployment perspective . Stalin suffered the same type of weakness when he put loyalty above readiness . He made regular purges"  
[X Link](https://x.com/ctindale/status/1980012881929499118) [@ctindale](/creator/x/ctindale) 2025-10-19T20:47Z 4165 followers, XX engagements


"@3ris9 @belchington I never have strong opinions about anything but I do watch things very very carefully and I become curious when things are out of the ordinary"  
[X Link](https://x.com/ctindale/status/1980169397764497889) [@ctindale](/creator/x/ctindale) 2025-10-20T07:09Z 4165 followers, XX engagements


"522 hyper scaling data centers today another XXX coming online by 2028 . Here is an example of the size"  
[X Link](https://x.com/ctindale/status/1979296604126613613) [@ctindale](/creator/x/ctindale) 2025-10-17T21:20Z 4170 followers, 13.2K engagements


"Whats less discussed is the cascade weve unleashed: open-loop scrubbers pump millions of litres of acidic sulphur-laden effluent into the South China Sea killing plankton and driving algal blooms. The sulphur that once reflected sunlight and seeded cloud condensation nuclei now sinks to the seabed removing not just the clouds but removing significant rainfall. With both terrestrial and marine sulphur emissions collapsing the regional hydrology is flipping less cloud less rain more heat. Its a double feedback of desiccation above and acidification below simultaneously cooking and poisoning one"  
[X Link](https://x.com/ctindale/status/1979316897939361927) [@ctindale](/creator/x/ctindale) 2025-10-17T22:41Z 4170 followers, 1866 engagements


"As Ive been trying to tell folk for days the REE threat by China is minimal . Here is yet another reason why . Ever heard of Utra High Purity Quartz Read on . The U.S. monopoly on ultra-high-purity quartz (UHPQ) is one of the least discussed yet most consequential choke points in modern technology supply chains. It mirrors Chinas rare-earth (REE) dominance almost perfectly geology process control and industrial interdependence converge to grant each superpower a hidden lever over the others manufacturing base. Quartz is abundant; purity is not. What makes Spruce Pine North Carolina unique is"  
[X Link](https://x.com/ctindale/status/1979385208735756578) [@ctindale](/creator/x/ctindale) 2025-10-18T03:13Z 4169 followers, 2527 engagements


"Huge - China just folded"  
[X Link](https://x.com/ctindale/status/1980147000093089986) [@ctindale](/creator/x/ctindale) 2025-10-20T05:40Z 4170 followers, 1033 engagements


"Australia - The Hidden Architecture of a New Regional Defence Era Two announcements slipped through the news cycle this year each innocuous on its own but together they signal a dramatic shift in Australias military posture and the Indo-Pacific balance. One that might herald how tge nuclear subs maybe deployed regionally . In August 2025 Canberra and Manila revealed an agreement for eight defence-infrastructure projects across five undisclosed Philippine locations. Officials described them as vital to regional stability yet refused to detail what or where they are. The secrecy itself was"  
[X Link](https://x.com/ctindale/status/1980162259386265683) [@ctindale](/creator/x/ctindale) 2025-10-20T06:40Z 4169 followers, 11.8K engagements


"Australia & Philippines announced X secret projects"  
[X Link](https://x.com/ctindale/status/1980163113816293400) [@ctindale](/creator/x/ctindale) 2025-10-20T06:44Z 4169 followers, XXX engagements


"I dont make claims about being right or wrong frankly I dont care whos right . This idea that either side can prevail against the other without the collapse of both is fanciful / delusional . Its like watching two conjoined twins try to beat each other to death each unaware of consequences of success "  
[X Link](https://x.com/ctindale/status/1980311250467983805) [@ctindale](/creator/x/ctindale) 2025-10-20T16:32Z 4169 followers, XX engagements


"The reality is everybody knew China was going to try to leverage its REE superiority from about 2019-2020 its no surprise . Bringing these threats forward is not likely a sign of strength . Xi mistake is his belligerence if hed just stuck to the domination strategy quietly he wouldnt have alerted the U.S. to risk they faced . Xis ego is the wests best friend"  
[X Link](https://x.com/ctindale/status/1980318761224925590) [@ctindale](/creator/x/ctindale) 2025-10-20T17:02Z 4169 followers, XX engagements


"$IPX I ran this through Grok then GPT5 Executive Brief: IperionX (IPX) Titaniums Inflection Point and Howmet Benchmarking Based on Petra Capital Report X September 2025 Page 1: Benchmarking Against Howmet (HWM) Context: Howmet Aerospace (NYSE:HWM) is the global leader in engineered metal fasteners and titanium structural parts with 2024 revenues of US$7.4B including US$1.6B from fasteners (up XX% YoY). EBITDA was US$1.9B giving a market cap of US$70B and a premium 31x EV/EBITDA multiple. This benchmark underscores the high valuation awarded to successful aerospace fastener suppliers."  
[X Link](https://x.com/ctindale/status/1963134206143517024) [@ctindale](/creator/x/ctindale) 2025-09-03T06:57Z 4166 followers, 3533 engagements


"The next themes are about solving scarcity $AIRJ because every hyperscaler has a water supply problem $MTM because they can process a tonne of ewaste extract the REE silver and gold $IPX titanium oxide at scale so everything can be 3D printed $UCU RapidSx REE extraction system x7 times more efficient . The narrative is this that one of the last areas of technical stagnation has been metals processing and metallurgy new material tech is entering that disrupts XXX year old metals processing methods "  
[X Link](https://x.com/ctindale/status/1978208571277160890) [@ctindale](/creator/x/ctindale) 2025-10-14T21:17Z 4169 followers, XXX engagements


"@3ris9 Yes Ive read that book - thats the problem both sides have got - the Chinese pegged to the dollar and printed now debt to banking assets ratios are x3 the west . Both sides have run out of moves . Thanks also"  
[X Link](https://x.com/ctindale/status/1979484104384278900) [@ctindale](/creator/x/ctindale) 2025-10-18T09:46Z 4169 followers, XX engagements


"@KimmeeLee2 @Ignis_Rex I dont have any predictions Im an investor . Marrying ideas blinds me . I was investing in western REE processing and purification companies X years ago . To know what you know and to know what you do not know that is true knowledge. Confucius"  
[X Link](https://x.com/ctindale/status/1980313327315333281) [@ctindale](/creator/x/ctindale) 2025-10-20T16:41Z 4166 followers, XX engagements


"@US_Stormwatch Aerosol termination shock . I went back and forward to China from 1981 . What happened after about 2018 cleared up the air pollution now its much easier to breath and obviously much healthy individually but deadly from a heat forcing perspective "  
[X Link](https://x.com/ctindale/status/1979275589317247446) [@ctindale](/creator/x/ctindale) 2025-10-17T19:57Z 4169 followers, 12.1K engagements


"@KimmeeLee2 Hopefully - if China falls Australia follows"  
[X Link](https://x.com/ctindale/status/1980319568959828032) [@ctindale](/creator/x/ctindale) 2025-10-20T17:05Z 4170 followers, XX engagements