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[@austinmitchyblu](/creator/twitter/austinmitchyblu)
"@respeculator FFM today shot the lights out. Shaping up as a genuine asset in the right jurisdiction"  
[X Link](https://x.com/austinmitchyblu/status/1978728015686422646) [@austinmitchyblu](/creator/x/austinmitchyblu) 2025-10-16T07:41Z 13.4K followers, XXX engagements


"@marketplunger1 Whats your take on the most exposed commodities here First up I think we get a more universal NdPr floor from Au/G7. Antimony given the export ban Graphite given the countervailing duties Cobalt Thanks as always"  
[X Link](https://x.com/austinmitchyblu/status/1978740535499096126) [@austinmitchyblu](/creator/x/austinmitchyblu) 2025-10-16T08:31Z 13.4K followers, XXX engagements


"#Graphite $SYR The next steps are Trump folds to China (its Trump) or he doubles down on building a domestic supply chain and downstream capability. There is already one player that is vertically integrated and ready for AAM via Vidalia. Graphite hasnt worked cos demand and price.China has dominated it all. What stops an MP style price floor + Equity stake to supply and support the domestic industry They already have trashy DFC loans to $SYR. Tariffs on China graphite are now 160%. Rip up the playbook. Just a thought"  
[X Link](https://x.com/austinmitchyblu/status/1976465705387413735) [@austinmitchyblu](/creator/x/austinmitchyblu) 2025-10-10T01:51Z 13.4K followers, 2009 engagements


"@respeculator @SamsonLi7 Thank you. $COB years off (I dont know it) but their refinery may be in play Offtake with Glencore and looks like it is at FID stage"  
[X Link](https://x.com/austinmitchyblu/status/1979750729226375231) [@austinmitchyblu](/creator/x/austinmitchyblu) 2025-10-19T03:25Z 13.4K followers, XXX engagements