[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@wmthomson22](/creator/twitter/wmthomson22) "9/ Is This the Start of a New Commodities Supercycle or a Policy Misstep Will the U.S. tariff spark a global copper bull marketor trigger demand destruction and recessionary risks How are you positioning for the next phase of the copper cycle Lets discuss. ⚡💰📊"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1945576914476753398) 2025-07-16 20:10:58 UTC 4240 followers, XXX engagements "Another good thread from @criticalthreats on the Great Lakes Region and the ongoing conflict. The following is a 🧵on what their analysis of Uganda means for $AFM"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1917615329783562391) 2025-04-30 16:21:36 UTC 4240 followers, XXX engagements "1 How has Americas trade policy evolved from colonial times to today Our latest blog series explores the enduring struggle between revenue restriction and reciprocity tracing key debates from the Revolution to modern industrial strategy"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1946606741778555367) 2025-07-19 16:23:08 UTC 4238 followers, XXX engagements "8/ Risk Assessment: Uncertainties and Downside Scenarios Lack of clarity: Will tariffs cover concentrates cathodes products or scrap No timeline for duration exemptions or country-specific concessions. Risks: Demand destruction deferred investment substitution and global price volatility. U.S. manufacturers may scale back production or pass costs to consumers"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1945576913130365118) 2025-07-16 20:10:57 UTC 4240 followers, XXX engagements "Fusion energy start-up claims to have cracked alchemy.5000 kg of gold by-product per gigawatt of electricity generated. Lot water under the bridge before this ever happens but this is why I love hard science businesses: via @ft"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1947595506756063289) 2025-07-22 09:52:08 UTC 4243 followers, XXX engagements "Real Asset Chartbook Week #15 Copper Stocks Railroad Mergers and Part Two of Our Look at the History of US Trade Policy"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1946319033944404072) 2025-07-18 21:19:53 UTC 4239 followers, 3402 engagements "Real Asset Chartbook Week #15 Copper Stocks Railroad Mergers and Part Two of Our Look at the History of US Trade Policy"  [@wmthomson22](/creator/x/wmthomson22) on [X](/post/tweet/1946525914377896441) 2025-07-19 11:01:57 UTC 4240 followers, 1347 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@wmthomson22
"9/ Is This the Start of a New Commodities Supercycle or a Policy Misstep Will the U.S. tariff spark a global copper bull marketor trigger demand destruction and recessionary risks How are you positioning for the next phase of the copper cycle Lets discuss. ⚡💰📊"
@wmthomson22 on X 2025-07-16 20:10:58 UTC 4240 followers, XXX engagements
"Another good thread from @criticalthreats on the Great Lakes Region and the ongoing conflict. The following is a 🧵on what their analysis of Uganda means for $AFM" @wmthomson22 on X 2025-04-30 16:21:36 UTC 4240 followers, XXX engagements
"1 How has Americas trade policy evolved from colonial times to today Our latest blog series explores the enduring struggle between revenue restriction and reciprocity tracing key debates from the Revolution to modern industrial strategy" @wmthomson22 on X 2025-07-19 16:23:08 UTC 4238 followers, XXX engagements
"8/ Risk Assessment: Uncertainties and Downside Scenarios Lack of clarity: Will tariffs cover concentrates cathodes products or scrap No timeline for duration exemptions or country-specific concessions. Risks: Demand destruction deferred investment substitution and global price volatility. U.S. manufacturers may scale back production or pass costs to consumers" @wmthomson22 on X 2025-07-16 20:10:57 UTC 4240 followers, XXX engagements
"Fusion energy start-up claims to have cracked alchemy.5000 kg of gold by-product per gigawatt of electricity generated. Lot water under the bridge before this ever happens but this is why I love hard science businesses: via @ft" @wmthomson22 on X 2025-07-22 09:52:08 UTC 4243 followers, XXX engagements
"Real Asset Chartbook Week #15 Copper Stocks Railroad Mergers and Part Two of Our Look at the History of US Trade Policy" @wmthomson22 on X 2025-07-18 21:19:53 UTC 4239 followers, 3402 engagements
"Real Asset Chartbook Week #15 Copper Stocks Railroad Mergers and Part Two of Our Look at the History of US Trade Policy" @wmthomson22 on X 2025-07-19 11:01:57 UTC 4240 followers, 1347 engagements