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[@AndreaHotter](/creator/twitter/AndreaHotter)
"NioCorp in deal with Lockheed Martin to support the development of a #scandium-based defense technology it says. The program is being funded by the US DoD. Comes as NioCorp develops the Elk Creek critical minerals project in Nebraska"  
[X Link](https://x.com/AndreaHotter/status/1981328442915270745) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-23T11:54Z 10.2K followers, XXX engagements


"SK Innovation says its SK On unit is in phase X of growth plan and will go from cell directly to pack. Also piloting 1st solid state battery plant #FastmarketsBRM"  
[X Link](https://x.com/AndreaHotter/status/1967977843549167780) [@AndreaHotter](/creator/x/AndreaHotter) 2025-09-16T15:44Z 10.2K followers, 2727 engagements


"Rio Tinto says Q3 #copper production +9% yoy to 204000 tonnes driven by strong performance across all its assets. On track to achieve the higher end of full year guidance of 780000-850000 tonnes driven by strong ramp-up at Oyu Tolgoi"  
[X Link](https://x.com/AndreaHotter/status/1978043917137318153) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-14T10:23Z 10.2K followers, XXX engagements


"Rio Tinto ups 2025 #bauxite production guidance driven by operational excellence especially at Amrun. Is now 59-61 million tonnes vs 57-59 million tonnes previously"  
[X Link](https://x.com/AndreaHotter/status/1978044448874303763) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-14T10:25Z 10.2K followers, 1576 engagements


"Rio Tintos Katie Jackson tells audience at ICA meeting about the use of technology at the companys ops. Gives examples from Pilbara - XX mines X ports X power plants & 2000 km of rail - which is automated & connected controlled by ops center in Perth"  
[X Link](https://x.com/AndreaHotter/status/1978749192567738680) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-16T09:05Z 10.2K followers, XXX engagements


"Expedited growth in #copper in the US is being facilitated by adherence to ICA and other industry standards Glencore exec says at the ICA meeting. Notes that work with governments and regulators on project permitting is made easier when the use of these standards is recognized"  
[X Link](https://x.com/AndreaHotter/status/1978754139199787364) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-16T09:25Z 10.2K followers, XXX engagements


"It creates a convergence of the license to operate and helped Glencore ensure was up to speed as it transitioned from trader to miner he notes. #LMEWeek"  
[X Link](https://x.com/AndreaHotter/status/1978754141410267308) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-16T09:25Z 10.2K followers, XXX engagements


"The high capital cost plus political and/or single country risks make industry collaboration essential to develop new #copper projects Glencore exec says at ICA meeting #LMEWeek"  
[X Link](https://x.com/AndreaHotter/status/1978759391202439177) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-16T09:46Z 10.2K followers, XXX engagements


"Appian Capital partners with Intl Finance Corp to launch $X billion critical minerals metals and mining fund for emerging markets it says. IFC will anchor the fund with an initial contribution of $XXX million with more to come from IFC Asset Management Company (AMC)"  
[X Link](https://x.com/AndreaHotter/status/1980976796276232650) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T12:37Z 10.2K followers, XXX engagements


"The fund will invest across equity credit and royalties with its 1st investment to be Atlantic Nickels producing Santa Rita #nickel-#copper-#cobalt asset project in Brazil Appian notes"  
[X Link](https://x.com/AndreaHotter/status/1980976798067548652) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T12:37Z 10.2K followers, XXX engagements


"Cyclic Materials expands partnership with magnetic materials maker VAC with 10-year deal to #recycle XXX% of magnet production byproducts from VAC's new manufacturing facility in Sumter South Carolina. Sumter plant slated to begin ops at the end of 2025 #rareearths"  
[X Link](https://x.com/AndreaHotter/status/1981009272822763603) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T14:46Z 10.2K followers, XXX engagements


"#Alcoa says its Q3 #aluminium production was 579000 tonnes vs 559000 tonnes yoy and 57200 tonnes in Q2 primarily due to progress on the San Ciprin Spain smelter restart. Set year-to-date production records at five smelters in Canada Norway Australia and the US"  
[X Link](https://x.com/AndreaHotter/status/1981091914859630769) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T20:14Z 10.2K followers, XXX engagements


"#Alcoa says its Q3 #alumina production was XXXX million tonnes up vs XXXX million tonnes in Q2 and XXXX million tonnes yoy primarily related to higher output from the Australian refineries due to lower maintenance in the quarter"  
[X Link](https://x.com/AndreaHotter/status/1981092513269375259) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T20:17Z 10.2K followers, XXX engagements


"#Alcoa says it expects 2025 #alumina production & shipments to be unchanged from prior guidance at 9.5-9.7 million tonnes and 13.1-13.3 million tonnes respectively. Difference reflects trading volumes & externally sourced alumina for customer contracts due to Kwinana curtailment"  
[X Link](https://x.com/AndreaHotter/status/1981093378596241891) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T20:20Z 10.2K followers, XXX engagements


"UG2/MG #chrome ore prices stable in the seaborne market in the week to Oct XX with ongoing purchases from Chinese ferro-chrome producers & consistent sell-side offers. Fastmarkets weekly chrome ore South Africa UG2/MG concentrates index cif China was stable at $XXX per tonne"  
[X Link](https://x.com/AndreaHotter/status/1981104885354680394) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-22T21:06Z 10.2K followers, XXX engagements


"Deliverable inventories of most base metals in Shanghai Futures Exchange-registered warehouses declined in the week to Oct XX with #lead posting the largest decline in % terms SHFE data shows. SHFE lead inventories totaled 36333 tonnes -XXXXX% or 5368 tonnes vs a week ago"  
[X Link](https://x.com/AndreaHotter/status/1981723864355779046) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-24T14:06Z 10.2K followers, XXX engagements


"China was a net exporter of alumina in Q3 (376000 tonnes) compared to net exports of 311000 tonnes in Q3 2024 Norsk Hydro adds"  
[X Link](https://x.com/AndreaHotter/status/1981733124552655073) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-24T14:42Z 10.2K followers, XXX engagements


"Antofagasta says Q3 #copper production was 161800 tonnes +1% on Q2 with sales -XXX% in the same period at 141300 tonnes. Expects FY 2025 copper production to be at the lower end of the guidance range which is 660000-700000 tonnes"  
[X Link](https://x.com/AndreaHotter/status/1981324934035997084) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-23T11:40Z 10.2K followers, XXX engagements


"Antofagasta says it expects #copper production in 2026 to be between 650000 and 700000 tonnes with an incremental year-on-year gain in production expected at Los Pelambres. Guidance for 2025 is for lower end of 660000-700000 tonnes range"  
[X Link](https://x.com/AndreaHotter/status/1981325523730256026) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-23T11:43Z 10.2K followers, XXX engagements


"China imported 280000 tonnes of #alumina in Q3 mainly from Indonesia Vietnam and Indonesia +146% yoy Norsk Hydro notes. But alumina exports from China to Russia were 587000 tonnes in Q3 vs 394000 tonnes yoy it adds"  
[X Link](https://x.com/AndreaHotter/status/1981733122174583177) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-24T14:42Z 10.2K followers, XXX engagements


"Alcoa's Australia unit in JV with Japan Australia Gallium Associates (a JV between Sojitz Corp and JOGMEC) to explore the feasibility of a #gallium project to be co-located at one of Alcoas operating alumina refineries in Western Australia"  
[X Link](https://x.com/AndreaHotter/status/1952384076893098108) [@AndreaHotter](/creator/x/AndreaHotter) 2025-08-04T15:00Z 10.2K followers, 4668 engagements


"Phoenix Tailings opens rare earths metallization ops in New Hampshire initially producing XXX tonnes of both light and heavy rare earth metals each year with the capacity to scale to more than 1000 tonnes annually. #rareearths"  
[X Link](https://x.com/AndreaHotter/status/1981327837555568717) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-23T11:52Z 10.2K followers, XXX engagements


"Emirates Global #Aluminium launches metallurgical testing lab as part of the expansion of EGA Spectro Alloys' recycling plant in Minnesota US. Expansion adds 55000 tonnes of secondary billet production capacity in 1st phase to total 165000 tpy of recycled ingots & billets"  
[X Link](https://x.com/AndreaHotter/status/1981725397902405942) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-24T14:12Z 10.2K followers, XXX engagements


"China imported XXXX million tonnes of bauxite in Q3 +29% yoy Norsk Hydro says. Imports from Guinea were +38% imports from Australia were -X% yoy; those countries accounted for XX% of total Q3 imports. The average Q3 Chinese bauxite import price was $72/tonne CIF vs $XX yoy"  
[X Link](https://x.com/AndreaHotter/status/1981733605521965365) [@AndreaHotter](/creator/x/AndreaHotter) 2025-10-24T14:44Z 10.2K followers, 1319 engagements