#  @AndreaHotter Andrea Hotter Andrea Hotter posts on X about copper, china, rio tinto, tariffs the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::471053400/interactions)  - [--] Week [-----] -22% - [--] Month [------] +146% - [--] Months [-------] +65% - [--] Year [-------] +26% ### Mentions: [--] [#](/creator/twitter::471053400/posts_active)  - [--] Month [--] -44% - [--] Months [---] +24% - [--] Year [---] +4.10% ### Followers: [------] [#](/creator/twitter::471053400/followers)  - [--] Week [------] +1.60% - [--] Month [------] +2.40% - [--] Months [------] +5.60% - [--] Year [------] +7.50% ### CreatorRank: [-------] [#](/creator/twitter::471053400/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 36.07% [finance](/list/finance) 35.25% [stocks](/list/stocks) 10.66% [travel destinations](/list/travel-destinations) 5.74% [technology brands](/list/technology-brands) 1.64% [social networks](/list/social-networks) 0.82% **Social topic influence** [copper](/topic/copper) #1404, [china](/topic/china) 9.02%, [rio tinto](/topic/rio-tinto) #6, [tariffs](/topic/tariffs) 4.92%, [australia](/topic/australia) 4.92%, [rio](/topic/rio) 4.1%, [chile](/topic/chile) 3.28%, [asia](/topic/asia) 3.28%, [angola](/topic/angola) 3.28%, [metal](/topic/metal) 2.46% **Top accounts mentioned or mentioned by** [@melgarian](/creator/undefined) [@trafigura](/creator/undefined) [@motaengil](/creator/undefined) [@fastmarkets](/creator/undefined) [@madolynmaddenmd](/creator/undefined) [@monkein](/creator/undefined) [@hcrubin2009](/creator/undefined) [@willxadams](/creator/undefined) [@simonhu49583526](/creator/undefined) [@minehubtech](/creator/undefined) [@bambroughkevin](/creator/undefined) **Top assets mentioned** [Rio Tinto plc (RIO)](/topic/rio-tinto) [MP Materials Corp. (MP)](/topic/$mp) [Teck Resources Limited (TECK)](/topic/$teck) [Spotify Technology (SPOT)](/topic/$spot) [General Motors Company (GM)](/topic/general-motors) [Goldman Sachs (GS)](/topic/goldman-sachs) [Citigroup Inc (C)](/topic/citigroup) ### Top Social Posts Top posts by engagements in the last [--] hours "The London Metal Exchange #tin price pushed back above $50000 per tonne in positive early trading in all base metals on February [--] with #aluminium posting the biggest percentage-terms increase up by 1.31% to $3143.50 per tonne" [X Link](https://x.com/AndreaHotter/status/2021930377586282764) 2026-02-12T12:52Z 10.6K followers, [----] engagements "Rio Tinto & Chalco in 33:67 JV deal to buy Votorantims 68.596% controlling stake in Companhia Brasileira de Alumnio (CBA). CBA annual capacity is [--] million tonnes of #bauxite [------] tonnes of #alumina [------] tonnes of #aluminium & [------] tonnes of secondary #recycling" [X Link](https://x.com/AndreaHotter/status/2017047642539282898) 2026-01-30T01:30Z 10.4K followers, [---] engagements "The government of Guyana has granted approval to restart #bauxite mining operations in the Berbice River area according to local media sources. The mine was formerly run by a partnership between the partly state-owned Bauxite Company of Guyana asal.nd Russia's Ru" [X Link](https://x.com/AndreaHotter/status/2019068756517884312) 2026-02-04T15:21Z 10.4K followers, [---] engagements "Several Chinese #alumina refineries have undergone maintenance or cut output over the past [--] weeks lending support to spot prices & helping end a previous decline. Cuts include a halt at a [---] million tpy refinery in Guizhou province & maintenance at a refinery in Henan province" [X Link](https://x.com/AndreaHotter/status/2019069964791972219) 2026-02-04T15:26Z 10.6K followers, [---] engagements "Aurubis says Q1 operating earnings before taxes was [---] million vs [---] million YoY due in part to lower treatment and refining charges for smelting #copper concentrates scheduled higher depreciation and the regular maintenance shutdown brought forward at the Hamburg site" [X Link](https://x.com/AndreaHotter/status/2019341471498006604) 2026-02-05T09:24Z 10.6K followers, [---] engagements "Anglo American says Q4 [----] #copper output was -14% YoY at [------] tonnes. Higher production at Los Bronces as a result of higher grades and strong plant performance offset lower grades at both Quellaveco and Collahuasi it adds" [X Link](https://x.com/AndreaHotter/status/2019344273876144219) 2026-02-05T09:36Z 10.4K followers, [---] engagements "Anglo American also CUTS [----] #copper guidance to 750000-810000 tonnes from 760000-820000 tonnes. Chile stays at 450000-480000 tonnes and Peru trimmed to 300000-330000 tonnes from 310000-340000 tonnes" [X Link](https://x.com/AndreaHotter/status/2019344281555574962) 2026-02-05T09:36Z 10.4K followers, [---] engagements "Anglo American releases [----] #copper guidance of 790000-850000 tonnes. Of this Chile accounts for 500000-530000 tonnes and Peru accounts for 290000-320000 tonnes" [X Link](https://x.com/AndreaHotter/status/2019344284101800037) 2026-02-05T09:36Z 10.4K followers, [---] engagements "Glencore's standalone investment case is strong. We have a well-diversified business across a range of commodities supported by one of the best marketing franchises in the industry it says as potential Rio deal falls apart" [X Link](https://x.com/AndreaHotter/status/2019435786274554186) 2026-02-05T15:39Z 10.4K followers, [----] engagements "No Glencore-Rio Tinto deal was NOT on your bingo cards" [X Link](https://x.com/AndreaHotter/status/2019436591404683265) 2026-02-05T15:42Z 10.4K followers, [----] engagements "This is no longer just about subsidies or stockpiles. The question of whether cheap imports crush nascent US processing capacity has shifted into an explicit pricing issue where the state signals what constitutes fair value. Read free here: ➡ https://www.fastmarkets.com/insights/us-led-price-floors-shakes-critical-minerals-markets/ https://www.fastmarkets.com/insights/us-led-price-floors-shakes-critical-minerals-markets/" [X Link](https://x.com/AndreaHotter/status/2019894561573572687) 2026-02-06T22:02Z 10.4K followers, [----] engagements "The flow of #aluminium imports to Japan shifted in [----] on the back of attractive premiums in other regions pulling units away. Market participants attribute the change in trade flows to the stronger European premiums diverting New Zealand material there" [X Link](https://x.com/AndreaHotter/status/2020788113073676307) 2026-02-09T09:13Z 10.4K followers, [---] engagements "Inactive global #copper smelting capacity hit 14.3% in Jan highest since Earth-i's Savant index began near a decade ago it says. This was -2.5% vs Dec and +6.8% vs the 3-year average. China was just 7.5% inactive while RoW showed smelting activity down [---] million tonnes YoY" [X Link](https://x.com/AndreaHotter/status/2022021514909135121) 2026-02-12T18:54Z 10.6K followers, [---] engagements "Neometals says its 70:30 JV Reed Advanced Materials has agreed with Rio Tinto's Livent USA to extend its 8-month MoU on #lithium processing tech by 12-months including optimisation test work processdesign updates and field trials on Rio Tintos lithium brine assets" [X Link](https://x.com/AndreaHotter/status/2019347564097642662) 2026-02-05T09:49Z 10.6K followers, [---] engagements "🔥Rio Tinto is no longer considering a possible merger or other business combination with Glencore plc as Rio Tinto has determined that it could not reach an agreement that would deliver value to its shareholders it says" [X Link](https://x.com/AndreaHotter/status/2019434652977754136) 2026-02-05T15:35Z 10.6K followers, [----] engagements "Glencore says Rio Tinto wanted to keep both Chairman and CEO roles and significantly undervalued its contribution to the combined group. We concluded that the proposed acquisition on these terms is not in the best interests of Glencore shareholders it adds" [X Link](https://x.com/AndreaHotter/status/2019435476760031233) 2026-02-05T15:38Z 10.6K followers, [---] engagements "Rio Tinto & Glencore ended merger talks unable to agree on terms. Publicly it's framed as a failure to deliver shareholder value. Privately it's more like a collision of corporate DNAs that were never going to coexist without [--] blinking 1st. Neither did https://www.fastmarkets.com/insights/what-rio-tinto-glencore-breakup-tells-us-hotter-commodities/ https://www.fastmarkets.com/insights/what-rio-tinto-glencore-breakup-tells-us-hotter-commodities/" [X Link](https://x.com/AndreaHotter/status/2021270339141992755) 2026-02-10T17:09Z 10.6K followers, [---] engagements "The three-month #nickel and #copper prices on the LME dropped by more than 2% at the 5pm close on Feb [--] while #tin was the only base metal to record a day-on-day increase up marginally by 0.06%" [X Link](https://x.com/AndreaHotter/status/2022009927808823419) 2026-02-12T18:08Z 10.6K followers, [---] engagements "LME average daily volumes +12.3% YoY in Jan data shows led by #tin ADV (+37.4%) #nickel (+29.6%) and #copper (+29.2%). ADV for #lead +11.2% #aluminium +4.4% and #zinc +0.1%" [X Link](https://x.com/AndreaHotter/status/2022020138841866521) 2026-02-12T18:49Z 10.6K followers, [---] engagements "First Quantum says processing of Cobre Panama's stockpiled ore could start about [--] months after getting official regulatory notice to proceed & would require about a year to process. About [-----] tonnes of #copper could be produced from the stockpile it adds. Mine still shut" [X Link](https://x.com/AndreaHotter/status/2022025246082208173) 2026-02-12T19:09Z 10.6K followers, [---] engagements "LME base metals prices were all lower in early trading on February [--] with #tin dropping by 4.45%. While the #copper price saw the smallest decline down by just 0.29% red metal inventories continued to climb with another [----] tonnes pushing the total past [------] tonnes" [X Link](https://x.com/AndreaHotter/status/2022308135906484608) 2026-02-13T13:53Z 10.6K followers, [---] engagements "Rio Tinto says work and activity at the SimFer iron ore mine site in Guinea has been suspended following the death of an employee of a contracting company. CEO Simon Trott expresses sorrow & condolences will be travelling to Guinea this week he adds. #IronOre #RIP #Simandou" [X Link](https://x.com/AndreaHotter/status/2023067853184774653) 2026-02-15T16:12Z 10.6K followers, [----] engagements "Fastmarkets copper concentrates TC index cif Asia Pacific calculated at $(64.00) per tonne on Friday June [--] down from $(62.90) per tonne on June [--] a reversal from positive levels above $88 per tonne in September 2023" [X Link](https://x.com/AndreaHotter/status/1934974883072524769) 2025-06-17T14:02Z [----] followers, [---] engagements "At the gate waiting for the first of several flights from the US via Europe to my destination: an oil and diamonds producer rare earths and lithium hopeful and a country with infrastructure that is key to critical supply chains. Where am I off to" [X Link](https://x.com/AndreaHotter/status/1935077655378018453) 2025-06-17T20:50Z [----] followers, [----] engagements "@MadolynMaddenMD Maybe Im looking at the map the wrong way but not quite. Still further south" [X Link](https://x.com/AndreaHotter/status/1935086639228801093) 2025-06-17T21:26Z [----] followers, [--] engagements "@melgarian Not quite but closer. Ill let you know when I get there" [X Link](https://x.com/AndreaHotter/status/1935087028015689975) 2025-06-17T21:27Z [----] followers, [--] engagements "Grok guessed it: Luanda Angola" [X Link](https://x.com/AndreaHotter/status/1935621659018576133) 2025-06-19T08:52Z [----] followers, [---] engagements "UG2/MG #chrome ore prices fell further in the week to June [--] with buyers becoming more cautious and sellers reducing offers amid bearish sentiment. Fastmarkets weekly calculation of its chrome ore South Africa UG2/MG concentrates index cif China was -3.17% at $275 per tonne" [X Link](https://x.com/AndreaHotter/status/1935640554852757799) 2025-06-19T10:07Z [----] followers, [---] engagements "This train is filled with #copper cathode produced in the DRC. Its on the Lobito Atlantic Railway headed for Lobito where itll be shipped out to🥁 Spain. An early start in Angola to catch this train coming in" [X Link](https://x.com/AndreaHotter/status/1936439744495235322) 2025-06-21T15:03Z [----] followers, [----] engagements "How great is it that I got to ride in the drivers carriage on the Lobito Atlantic Railway On a freight train with [---] tonnes of #copper from the DRC headed for the minerals port in Lobito What an experience. Stay tuned for the Fast Forward podcast" [X Link](https://x.com/AndreaHotter/status/1937548730519191835) 2025-06-24T16:29Z [----] followers, [----] engagements "An unscheduled visitor at the US-Africa Business Summit on Tuesday: Massad Boulos senior adviser on Africa to US President Trump and a key player in the DRC-Rwanda peace deal. He joined a discussion on the DRC #copper #cobalt" [X Link](https://x.com/AndreaHotter/status/1938059701536608678) 2025-06-26T02:20Z [----] followers, [---] engagements "The world refined #copper market was in a surplus of about [------] tonnes in Jan-Apr based on Chinese apparent usage (excluding changes in bonded/unreported stocks) ICSG says. This compares with a surplus of about [------] tonnes in the same period of 2024" [X Link](https://x.com/AndreaHotter/status/1939664606907253136) 2025-06-30T12:37Z 10K followers, [---] engagements "Adjusted for estimated changes in Chinese bonded stocks the surplus deepened to about [------] tonnes ICSG added" [X Link](https://x.com/AndreaHotter/status/1939664608257515969) 2025-06-30T12:37Z [----] followers, [---] engagements "The #tin cash/three-month spread on the London Metal Exchange moved into a contango at the 5pm close on Tuesday July [--] after ending the previous session in backwardation. #Zinc recorded the biggest day-on-day movement of the base metals complex falling by 1.36%" [X Link](https://x.com/AndreaHotter/status/1940105458263761237) 2025-07-01T17:49Z 10K followers, [---] engagements "UG2/MG #chrome ore prices were stable during the week to Tuesday July [--] ending a month of successive declines amid reports of improved sentiment in China after major stainless steel mill Tsingshan rolled over its ferro-chrome tender price and a stronger alloy spot market" [X Link](https://x.com/AndreaHotter/status/1940387584473264560) 2025-07-02T12:30Z 10K followers, [---] engagements "#Nickel to be in a surplus of around [------] tonnes in [----] which will be mainly concentrated in Class [--] nickel Nornickel says. Sees [----] surplus of [------] tonnes" [X Link](https://x.com/AndreaHotter/status/1940813960837734896) 2025-07-03T16:44Z 10K followers, [---] engagements "Chile's Antofagasta reached its mid-year supply agreement for #copper concentrates with LS MnM Copper Smelter at treatment and refining charges of $0 per tonne/0 cents per lb source say; the same as the term signed between Antofagasta and Chinese copper smelters on June 27" [X Link](https://x.com/AndreaHotter/status/1942638286272688490) 2025-07-08T17:33Z 10K followers, [---] engagements "Section [---] on #copper is here: "We did #steel as you know they're 50%. We did #aluminium 50%; lumber just came out. And now today we're doing #copper.we are going to make it 50% 50%" says US President Trump in today's Cabinet meeting. You can watch on YouTube" [X Link](https://x.com/AndreaHotter/status/1942645352869552542) 2025-07-08T18:01Z 10K followers, [----] engagements "Base metals stocks in Shanghai bonded warehouses recorded mixed moves in June with #zinc logging the biggest change in % terms with a month-on-month drop of 31.8%. #Nickel stocks also fell m-o-m but to a much lesser degree while #copper stocks rose & #aluminium stocks were flat" [X Link](https://x.com/AndreaHotter/status/1943034613108187489) 2025-07-09T19:48Z 10K followers, [---] engagements "#Copper has finally received the widely anticipated news that imports to the US will be tariffed from Aug [--]. The finer details of the tariffs including their scope & whether key copper-exporting nations of Chile Canada & Peru will be exempt are unclear https://www.fastmarkets.com/insights/global-copper-market-tariffs-andrea-hotter/ https://www.fastmarkets.com/insights/global-copper-market-tariffs-andrea-hotter/" [X Link](https://x.com/AndreaHotter/status/1943345687258705925) 2025-07-10T16:24Z 10K followers, [---] engagements "DId you know.This isn't the 1st time the US has flirted with #copper protectionism. In [----] and [----] domestic producers petitioned for tariffs. On both occasions the White House under Presidents Jimmy Carter and Ronald Reagan ultimately said no. Fun fact via CESCO" [X Link](https://x.com/AndreaHotter/status/1943388680116228401) 2025-07-10T19:15Z 10K followers, [---] engagements "Antofagasta CEO Ivn Arriagada on the 50% #copper tariff: What is very important now is to know how these changes will be implementedwhether they apply to refined copper products made from copper such as wire rod or if there will be exemptions."" [X Link](https://x.com/AndreaHotter/status/1943422017874641052) 2025-07-10T21:28Z 10K followers, [----] engagements "Rio Tinto says Simon Trott to succeed Jakob Stausholm as CEO from Aug [--]. Trott is currently iron ore CEO and was the company's 1st chief commercial officer. Prior to this he held MD roles across multiple Rio Tinto commodities and geographies" [X Link](https://x.com/AndreaHotter/status/1945106573845463442) 2025-07-15T13:02Z 10K followers, [---] engagements "China Molybdenum Co. set another record-high #cobalt production in H1 despite an ongoing export ban in the DRC it says. CMOC recorded cobalt output of [-----] tonnes in H1 +13.05% yoy & also reported H1 #copper output of [------] tonnes +12.68% yoy" [X Link](https://x.com/AndreaHotter/status/1945107999535579530) 2025-07-15T13:07Z 10.1K followers, [---] engagements "MP Materials in $500 million deal with Apple to produce rare earth magnets in the US from 100% recycled materials; to supply magnets made at Fort Worth Texas facility from recycled feedstock (from post-industrial & end-of-life magnets) processed at Mountain Pass California" [X Link](https://x.com/AndreaHotter/status/1945109470155071775) 2025-07-15T13:13Z 10K followers, [---] engagements "Rio Tinto says [----] #copper production is expected to be at the higher end of guidance due to successful ramp up of Oyu Tolgoi underground mine and good performance at Escondida" [X Link](https://x.com/AndreaHotter/status/1945575447321801058) 2025-07-16T20:05Z 10K followers, [---] engagements "Rio Tinto copper guidance for [----] is [------] to [------] tonnes" [X Link](https://x.com/AndreaHotter/status/1945575740684022183) 2025-07-16T20:06Z 10K followers, [---] engagements "Rio Tinto says it expects #bauxite production in [----] to be at the higher end of 57-79 million tonnes guidance range; notes 2nd consecutive quarterly production record in Q2 of [----] million tonnes" [X Link](https://x.com/AndreaHotter/status/1945576186651815988) 2025-07-16T20:08Z 10K followers, [---] engagements "#Alcoa expects [----] #alumina production guidance to remain unchanged at 9.5-9.7 million tonnes. Q2 alumina production was flat sequentially at [---] million tonnes it adds" [X Link](https://x.com/AndreaHotter/status/1945578123325534582) 2025-07-16T20:15Z 10K followers, [---] engagements "#Aluminium inventories in Rotterdam reached a new historic low of around [------] tonnes in June despite ongoing weak regional demand after lower-than-expected imports especially from Canada" [X Link](https://x.com/AndreaHotter/status/1945859760256938235) 2025-07-17T14:54Z 10K followers, [---] engagements "Canada will institute a series of trade measures to protect domestic #steel production in response to foreign competition and US tariffs Prime Minister Mark Carney says. The measures will take effect by the end of July" [X Link](https://x.com/AndreaHotter/status/1945860052578882023) 2025-07-17T14:56Z 10K followers, [---] engagements "#Graphite active anode material (AMM) has antidumping tariffs of 93.5% on imports from China after a preliminary determination by the Dept of Commerce it says. This includes AAM within finished lithium-ion batteries" [X Link](https://x.com/AndreaHotter/status/1945907228403191845) 2025-07-17T18:03Z 10K followers, [----] engagements "Now the effective tariff rate for AAM is 160% when adding in countervailing duty tariffs of 11.5% placed by Commerce in May President Trumps blanket 30% tariffs on goods from China and 25% Section [---] tariffs implemented by USTR last year" [X Link](https://x.com/AndreaHotter/status/1945907229682475118) 2025-07-17T18:03Z 10K followers, [---] engagements "#Copper concentrate treatment charges registered their 3rd consecutive weekly increase on Friday July [--] with market participants reporting no major impact from road blockades in Perus key copper route" [X Link](https://x.com/AndreaHotter/status/1947285122949984703) 2025-07-21T13:18Z 10K followers, [---] engagements "Fastmarkets calculation of the weekly copper concentrates TC index cif Asia Pacific a mid-point between smelter and trader buying levels was $(64.30) per tonne up by $0.70 per tonne from $(65.00) per tonne on July 11" [X Link](https://x.com/AndreaHotter/status/1947285124191494151) 2025-07-21T13:18Z 10K followers, [---] engagements "Syrah Resouves ends its Balama #graphite force majeure after loading a large volume breakbulk shipment at Pemba port in Mozambique; says container shipments from Nacala port mainly coarse flake for industrial customers have also resumed" [X Link](https://x.com/AndreaHotter/status/1947797162479268090) 2025-07-22T23:13Z 10K followers, [---] engagements "Historically Indonesia has not shipped #copper in any significant volume to the US and that Freeport had either exported concentrate or sold copper domestically and in southeast Asia she notes" [X Link](https://x.com/AndreaHotter/status/1948087565690589344) 2025-07-23T18:27Z 10K followers, [---] engagements "The logical place in the near term will be to continue to sell in Asia but well look at what makes the most sense she told the companys earnings call on Wednesday. #copper" [X Link](https://x.com/AndreaHotter/status/1948087567074656545) 2025-07-23T18:27Z 10K followers, [---] engagements "First Quantum says stockpiled #copper concentrates at Cobre Panama being exported in stages: 1st vessel of [----] tonnes in June; 2nd & 3rd shipments in July; final shipment to be dispatched soon. Proceeds being used to support critical preservation activities at site it notes" [X Link](https://x.com/AndreaHotter/status/1948134607091577055) 2025-07-23T21:34Z 10K followers, [---] engagements "First Quantum says Q2 #copper production was [-----] tonnes -9% vs Q1 mainly as a result of lower production at Kansanshi. Copper sales volumes totalled [------] tonnes mainly due to the shipment of [----] tonnes of copper from Cobre Panam in June" [X Link](https://x.com/AndreaHotter/status/1948135248727871710) 2025-07-23T21:36Z 10K followers, [---] engagements "Anglo American says Q2 #copper production was [------] tonnes -11% yoy with higher production from Quellaveco offset by planned lower production in Chile at both Collahuasi and Los Bronces. Production volumes increased sequentially from Q1" [X Link](https://x.com/AndreaHotter/status/1948448301738602547) 2025-07-24T18:20Z 10K followers, [---] engagements "Teck Resources board approves construction of the Highland Valley #copper mine life extension project taking life from [----] through to [----] it says. Copper production to average [------] tonnes per year over the life of mine" [X Link](https://x.com/AndreaHotter/status/1948449132550697358) 2025-07-24T18:24Z 10.1K followers, [---] engagements "AMAG Austria Metall says global US import tariffs are currently having a negative impact on #aluminium premium revenues; will continue to respond flexibly and also implement deliveries outside the US" [X Link](https://x.com/AndreaHotter/status/1948450217873056114) 2025-07-24T18:28Z 10K followers, [---] engagements "Prices for Australia-origin spot #alumina cargoes rose during the week to July [--] while alumina prices in the China spot market were unchanged according to sources. Fastmarkets daily price calculation of the alumina index fob Australia was $368.09 per tonne +0.50% vs July 17" [X Link](https://x.com/AndreaHotter/status/1948735623931592872) 2025-07-25T13:22Z 10K followers, [---] engagements "Three-month prices for all base metals on the LME declined at the 5pm close on Aug [--] with #lead recording the steepest drop at 2.13%. #Aluminiums cash/three-month spread also shifted to a narrow backwardation after being in contango since July 28" [X Link](https://x.com/AndreaHotter/status/1952791454436475380) 2025-08-05T17:58Z 10K followers, [---] engagements "Glencore's H1 Ebitda -14% yoy to $5.4 billion; industrial Ebitda -17% at $3.8 billion marketing Ebitda -8% at $1.4 billion" [X Link](https://x.com/AndreaHotter/status/1953200755273580899) 2025-08-06T21:05Z 10K followers, [---] engagements "Glencore drops plan for US listing; says "We do not believe that becoming a US domestic issuer or having a sponsored ADR program would be value accretive for shareholders at this point in time. We will continue to monitor market developments and keep this topic under review."" [X Link](https://x.com/AndreaHotter/status/1953201248431161574) 2025-08-06T21:07Z 10.1K followers, [---] engagements "Prices of China- and Australia-origin #alumina spot cargoes drop as the market corrects from a sentiment-driven spike caused by reactions to improvements in Chinese domestic alumina prices. Fastmarkets' fob Australia index -2.14% at $371.80 per tonne; exw China price $446-460" [X Link](https://x.com/AndreaHotter/status/1953829790605062406) 2025-08-08T14:44Z 10.1K followers, [---] engagements "Industry veteran Micki Waite is to join management consultancy The Metals Risk Team. Waite was most recently the head of marketing for metals at Mitsui Bussan Commodities Ltd (MBCL) where he worked for [--] years. Prior to that he worked at Scotia Bank Merrill Lynch & Lehman" [X Link](https://x.com/AndreaHotter/status/1955353533491871968) 2025-08-12T19:39Z 10K followers, [---] engagements "Global physical #copper cathodes premiums were mixed in the week to Aug [--] with those in Southeast Asian rising on the back of increased spot buying as a local smelter remains shut. In the Shanghai market bearish sentiment continues to weigh while the US held stable" [X Link](https://x.com/AndreaHotter/status/1955627449225753017) 2025-08-13T13:48Z 10K followers, [---] engagements "LME approves prop trading firm Optiver FX Limited as category four member. Company is active in futuresequities FX fixed income and commodities products" [X Link](https://x.com/AndreaHotter/status/1956037777142796584) 2025-08-14T16:58Z 10K followers, [---] engagements "Glencore submits applications for El Pachn and Agua Rica #copper projects to be included in the Incentive Regime for Large Investments in Argentina it says. Expects capital investment of $4.0 billion for Agua Rica $9.5 billion for El Pachn (Phase 1) in the next decade" [X Link](https://x.com/AndreaHotter/status/1957462811166027943) 2025-08-18T15:21Z 10.1K followers, [----] engagements "South Koreas POSCO Future M and Chinese cathode producer CNGR in MoU to develop #lithium-iron-phosphate cathode material for the energy storage system market Posco says. #LFP" [X Link](https://x.com/AndreaHotter/status/1958526140168991212) 2025-08-21T13:46Z 10.1K followers, [---] engagements ""Our policy rate is now [---] basis points closer to neutral than it was a year ago and the stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance" the US Fed chair says in his policy statement" [X Link](https://x.com/AndreaHotter/status/1958905274779005240) 2025-08-22T14:53Z 10.1K followers, [---] engagements "The Lobito Atlantic Railway links Angola to the DRC and I was lucky enough to get a ride on a freight train carrying #copper. Check out the latest Fast Forward podcast to hear it - on this link or wherever you get your podcasts @trafigura @motaengil https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/" [X Link](https://x.com/AndreaHotter/status/1960390402659233815) 2025-08-26T17:14Z 10.1K followers, [----] engagements "Ball Corporation completes sale of 41% of its 51% ownership interest in Ball United Arab Can Manufacturing Company its consolidated joint venture in Saudi Arabia to a subsidiary of ORG Technology for about $70 million. Ball now has 10% stake. #aluminium" [X Link](https://x.com/AndreaHotter/status/1961057375541952835) 2025-08-28T13:24Z 10.1K followers, [---] engagements "@monke_in @hcrubin2009 Interestingly the new TechMet trading arm is involved in the concept of a strategic reserve - and the US DFC has a stake in the parent. See comments from an interview this past week: https://www.fastmarkets.com/insights/techmet-launches-trading-arm-andrea-hotter/ https://www.fastmarkets.com/insights/techmet-launches-trading-arm-andrea-hotter/" [X Link](https://x.com/AndreaHotter/status/1961968498390769799) 2025-08-31T01:45Z 10.1K followers, [--] engagements "Emirates Global #Aluminium completes debottlenecking expansion at Al Taweelah #alumina refinery unlocking up to [-----] tpy of extra alumina output. The refinery has a nameplate capacity of [--] million tpy & meets almost half EGA's total alumina requirements EGA says" [X Link](https://x.com/AndreaHotter/status/1962867909014765861) 2025-09-02T13:19Z 10.1K followers, [---] engagements "All LME base metals prices dipped on Sep [--] with #copper falling back after rising above $10000 per tonne which some market participants attributed to separate macroeconomic factors in China and in the US" [X Link](https://x.com/AndreaHotter/status/1963639572262183148) 2025-09-04T16:25Z 10.1K followers, [---] engagements "Spot prices for Australian and Chinese #alumina continued to decline in the week to Sep [--] amid a continuing supply surplus. Fastmarkets daily assessment of the alumina index fob Australia was $359.45 per tonne -2.10% from $367.06 per tonne a week earlier" [X Link](https://x.com/AndreaHotter/status/1963949694754730440) 2025-09-05T12:57Z 10.1K followers, [---] engagements "I wonder how much #aluminium is on this Airbus A330-900 that Im taking to the @Fastmarkets Intl Aluminium conference in Barcelona this week 🤔 Its not too late to register https://www.fastmarkets.com/events/fastmarkets-international-aluminium/agenda/ https://www.fastmarkets.com/events/fastmarkets-international-aluminium/agenda/" [X Link](https://x.com/AndreaHotter/status/1964772590653989061) 2025-09-07T19:27Z 10.1K followers, [---] engagements "Anglo American and Teck to merge; Anglo American shareholders to own c.62.4% and Teck shareholders to own c.37.6% of Anglo Teck plc immediately post completion. Gives 70% exposure to #copper" [X Link](https://x.com/AndreaHotter/status/1965309928710832375) 2025-09-09T07:02Z 10.1K followers, [---] engagements "Temagami Mining Company SMM Resources Inc Dr. Norman Keevil and certain of Teck Anglo directors and execs officers ie 79.8% of the outstanding Teck class A common shares 0.02% of the outstanding Teck class B subordinate voting shares and 0.1% support Anglo Teck merger deal" [X Link](https://x.com/AndreaHotter/status/1965312950748754326) 2025-09-09T07:14Z 10.1K followers, [---] engagements "Getting ready for the opening ceremony at the @Fastmarkets European Battery Materials conference in Lisbon #FastmarketsBRM #lithium #cobalt #nickel #manganese #phosphate and more 🪫" [X Link](https://x.com/AndreaHotter/status/1967917529768263772) 2025-09-16T11:44Z 10.1K followers, [---] engagements "Portugals Secretary of State for Energy Jean Barroca speaks at #FastmarketsBRM on the countrys plans for battery storage and the battery supply chain #lithium" [X Link](https://x.com/AndreaHotter/status/1967949244213469608) 2025-09-16T13:50Z 10.1K followers, [---] engagements "Morocco govt official Amine Belhaj Soulami says the countrys green energy production is a highly competitive [--] cents per KwH. #FastmarketsBRM" [X Link](https://x.com/AndreaHotter/status/1967955625788297536) 2025-09-16T14:15Z 10.1K followers, [---] engagements "@willxadams on stage at the Fastmarkets European battery materials conference in Lisbon today. Hear more of his views on the Fast Forward podcast - listen wherever you get your podcasts" [X Link](https://x.com/AndreaHotter/status/1968253033327784410) 2025-09-17T09:57Z 10.1K followers, [---] engagements "Sumitomo Metal Mining says Nano One to be its key technology partner as it advances its growth strategy for #lithium iron #phosphate cathodes. Now will pursue LFP production opportunities with target strategic customers SMM adds" [X Link](https://x.com/AndreaHotter/status/1968282122709590464) 2025-09-17T11:53Z 10.1K followers, [---] engagements "The US DoEs Office of Fossil Energy & Carbon Management has announced up to $6 million in federal funding available for R&D projects to help establish a secure domestic supply chain for #galliuma critical material for the energy defense and semiconductor sectors" [X Link](https://x.com/AndreaHotter/status/1968331269407936644) 2025-09-17T15:08Z 10.1K followers, [----] engagements "Our next episode of Fast Forward is out next week. Before then listen to the last one an immersive segment recorded in Angola. Type in 'Fast Forward' and Fastmarkets' to find it on Apple Spotify or wherever you get your podcasts The Lobito Atlantic Railway links Angola to the DRC and I was lucky enough to get a ride on a freight train carrying #copper. Check out the latest Fast Forward podcast to hear it - on this link or wherever you get your podcasts https://t.co/WY3RBKPSiY @trafigura @motaengil https://t.co/aWS7T3M1S9 The Lobito Atlantic Railway links Angola to the DRC and I was lucky" [X Link](https://x.com/AndreaHotter/status/1969102729298547077) 2025-09-19T18:14Z 10.1K followers, [---] engagements "Breaking news in #cobalt: DRC to extend export ban until Oct [--] and then introduce quotas from Oct [--] ARECOMS says" [X Link](https://x.com/AndreaHotter/status/1969748029910438368) 2025-09-21T12:58Z 10.1K followers, [---] engagements "Check out The Three Copper Musketeers podcast on - industry veterans Andrew Shaw Simon Hunt and Juan Carlos Guajardo get together and talk all things #copper. Episode one on their site now @SimonHu49583526 http://www.theworldcopper.com http://www.theworldcopper.com" [X Link](https://x.com/AndreaHotter/status/1971242850047467539) 2025-09-25T15:58Z 10.1K followers, [---] engagements "@MineHub_Tech signs definitive agreement to buy Jules AI expanding its digital offering to include recycled materials and alloys it says. Moves MineHub into the #recycled materials & #scrap metals markets in which Jules AIs platform processed almost [--] million tonnes in 2024" [X Link](https://x.com/AndreaHotter/status/1971246764146729042) 2025-09-25T16:13Z 10.1K followers, [--] engagements "China will require export permits for pure electric passenger vehicles from Jan [--] to promote healthy trading for the electric vehicle industry the countrys Ministry of Commerce said. Only auto manufacturers and their authorized EV sellers may apply for export permits" [X Link](https://x.com/AndreaHotter/status/1972688400307114303) 2025-09-29T15:42Z 10.2K followers, 14.4K engagements "@melgarian However - remember that Mark's very first acquisition when he set up Randgold in the 1990s was the Syama gold mine in Mali then up for sale by BHP Minerals Mali. Then the company discovered both Yalea part of the Loulo underground mining complex and the future Morila mine" [X Link](https://x.com/AndreaHotter/status/1972724795906150586) 2025-09-29T18:06Z 10.1K followers, [--] engagements "Alcoa to permanently close Kwinana #alumina refinery in W Australia; production was curtailed in June [----]. Alcoa has undertaken numerous studies and analyses since curtailment to determine the future of the refinery including restart and closure it says" [X Link](https://x.com/AndreaHotter/status/1972824083982438831) 2025-09-30T00:41Z 10.2K followers, [---] engagements "Multiple factors led to the decision to permanently close the refinery including the age of the facility scale and operating costs market conditions and #bauxite grade challenges Alcoa adds" [X Link](https://x.com/AndreaHotter/status/1972824085651689692) 2025-09-30T00:41Z 10.1K followers, [---] engagements "Company to record restructuring and related charges of approx $890 million in Q3 it adds" [X Link](https://x.com/AndreaHotter/status/1972824087597826478) 2025-09-30T00:41Z 10.1K followers, [---] engagements "*OUT TODAY* We know the West is trying to decouple supply chains from China. But what does China think & how is it reacting Hear the honest view of Tianqi Lithium Energy Australias CEO on the Fast Forward podcast wherever you get your podcasts or at 🎧 https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/" [X Link](https://x.com/AndreaHotter/status/1973009482515902771) 2025-09-30T12:58Z 10.1K followers, [---] engagements "As rhetoric hots up do western companies expect east/west JVs like Tianqi Lithium Australia Ltd to pick a side when it comes to doing business Hear what the TLEA CEO says on the Fast Forward podcast 🎧Out now wherever you get your podcasts or here: https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/" [X Link](https://x.com/AndreaHotter/status/1973401853883744385) 2025-10-01T14:57Z 10.1K followers, [---] engagements "Lithium Americas says US Dept of Energy to take 5% stake in both the company and its Thacker Pass JV with General Motors as part of its $2.26 billion loan agreement. GM to amend its offtake deal to allow 3rd parties to buy #lithium it doesnt need the company adds" [X Link](https://x.com/AndreaHotter/status/1973406310143238605) 2025-10-01T15:15Z 10.2K followers, [----] engagements "Zinc concentrate producer Titan Mining gets non-binding letter of interest from EXIM Bank for financing up to $120 million for the construction of its [-----] tonnes per year Kilbourne #graphite project in St. Lawrence County New York" [X Link](https://x.com/AndreaHotter/status/1975835022646284450) 2025-10-08T08:05Z 10.2K followers, [---] engagements "Copper: $10761 per tonne unchanged from Tuesday's 5pm close in early LME trade on October [--]. This despite all the 'action' from Teck. Perhaps the Goldman Sachs report stating #copper is in slight surplus with prices forecast to stay in $10000-$11000 per tonne range" [X Link](https://x.com/AndreaHotter/status/1975845380526076304) 2025-10-08T08:47Z 10.2K followers, [----] engagements "Here's what the Intl #Copper Study Group has forecast after its meeting yesterday: a surplus of about [------] tonnes for [----] slightly lower than April estimate and a deficit of about [------] tonnes in [----] from a 209000-tonne-surplus forecast in April" [X Link](https://x.com/AndreaHotter/status/1975943331281871337) 2025-10-08T15:16Z 10.2K followers, [----] engagements ""This shift to deficit is attributed to lower than previously anticipated refined #copper production that will be constrained by the lower availability of copper concentrate" ICSG notes" [X Link](https://x.com/AndreaHotter/status/1975943334624637358) 2025-10-08T15:16Z 10.2K followers, [---] engagements "Breaking it down: World #copper mine output seen +1.4% in [----] from +2.3% seen in April due to major incidents at Grasberg & Kamoa. Mine output +2.3% in [----] on continued ramp-up of new/expanded capacity better Chilean Peruvian and Zambian output recovery in Indonesia" [X Link](https://x.com/AndreaHotter/status/1975943337128632326) 2025-10-08T15:16Z 10.2K followers, [---] engagements "World refined #copper production is seen +3.4% in [----] and +0.9% in [----] ICSG says. [----] boosted by continued expansion of Chinese capacity new capacity including in DRC India and Indonesia improved operating rates in Zambia. Concs tightness to limit growth in 2026" [X Link](https://x.com/AndreaHotter/status/1975943339431084359) 2025-10-08T15:16Z 10.2K followers, [---] engagements "Antofagasta says Centinela has started initial stripping activities at its Encuentro Sulphides pit; ore will ultimately feed the Centinela Second Concentrator providing a source of higher grade material in addition to ore feed from the existing Esperanza South pit. #copper" [X Link](https://x.com/AndreaHotter/status/1976640230678495280) 2025-10-10T13:25Z 10.2K followers, [---] engagements ""This expansion in mining activities will further optimise the delivery of value from Centinelas [---] billion tonnes of ore reserves and a key aspect of the groups ambition to expand production by 30% in the medium-term" Antofagasta adds #copper" [X Link](https://x.com/AndreaHotter/status/1976640233107308945) 2025-10-10T13:25Z 10.2K followers, [---] engagements "#Copper demand seen +2.4% YoY in [----] and staying in deficit through at least [----] with prices likely needing to stay above $10000/tonne to spur new mining projects Eurasian Resources Group says. #LMEWeek" [X Link](https://x.com/AndreaHotter/status/1978447860807917799) 2025-10-15T13:08Z 10.2K followers, [----] engagements "#Aluminium prices are forecast to rise up to 7% YoY in [----] with a potential shift from surplus to deficit in the coming years; demand is supported by growth in construction transport and renewable energy sectors ERG adds" [X Link](https://x.com/AndreaHotter/status/1978447863060259327) 2025-10-15T13:08Z 10.2K followers, [---] engagements "Codelco chairman says operational continuity is the key issue impacting the #copper sector this year. Adds this is a change from the [----] theme of geopolitics. Notes high prices due to mine issues lack of exploration steeper industry cost curve. #LMEWeek" [X Link](https://x.com/AndreaHotter/status/1978751443793326404) 2025-10-16T09:14Z 10.2K followers, [---] engagements "Alcoa pours first metal today at Ma'aden aluminium complex in Saudi Arabia - the biggest ever integrated project in its 125-year history" [X Link](https://x.com/AndreaHotter/status/278842718275375104) 2012-12-12T12:44Z 10.1K followers, [--] engagements "Check out Alcoa's bauxite mine in Jamaica; anything remind you of a ski resort Great technology; opens up terrains http://t.co/KIugA9hfsM http://www.metalbulletin.com/Article/3243268/VIDEO-Alcoas-Jamaican-bauxite-operations.html http://www.metalbulletin.com/Article/3243268/VIDEO-Alcoas-Jamaican-bauxite-operations.html" [X Link](https://x.com/AndreaHotter/status/367980791256469504) 2013-08-15T12:07Z 10.1K followers, [--] engagements "Take the R out of BRICS http://t.co/F6tmTVBIgR http://www.metalbulletin.com/Article/3252458/Russia-faring-well-as-other-BRICS-falter.html http://www.metalbulletin.com/Article/3252458/Russia-faring-well-as-other-BRICS-falter.html" [X Link](https://x.com/AndreaHotter/status/377162058363457536) 2013-09-09T20:10Z [----] followers, [--] engagements "Alcoa to invest $40 million investment in Itapissuma Brazil rolling mill to up output of specialty foils" [X Link](https://x.com/AndreaHotter/status/450972893573578753) 2014-04-01T12:28Z 10.1K followers, [--] engagements "IMF calls on Zambia to revert to [----] #mining royalty tariff. http://t.co/yn0qLIiTot #copper #cobalt #resourcenationalism http://www.metalbulletin.com/Article/3441584/IMF-calls-on-Zambia-to-revert-to-2014-mining-royalty-tariff.html http://www.metalbulletin.com/Article/3441584/IMF-calls-on-Zambia-to-revert-to-2014-mining-royalty-tariff.html" [X Link](https://x.com/AndreaHotter/status/583250710109769729) 2015-04-01T12:53Z 10K followers, [--] engagements "Fitch warns that neither the household nor corporate sector is well placed for higher interest rates despite deleveraging that began in '09" [X Link](https://x.com/AndreaHotter/status/594110688659898368) 2015-05-01T12:06Z [----] followers, [--] engagements "CFTC making good progress towards finalizing rules on position limits. Considering stakeholder input carefully chairman tells #FIABoca" [X Link](https://x.com/AndreaHotter/status/710154892753674240) 2016-03-16T17:24Z 10.1K followers, [--] engagements "Execs from Citigroup DMCC Pimco Digital Asset JP Morgan Moelis discuss the markets of the future including blockchain and Brexit at #FIABoca" [X Link](https://x.com/AndreaHotter/status/973659618701389824) 2018-03-13T20:38Z [----] followers, [--] engagements "CEOs/COOs of Eurex NASDAQ CME Singapore ICE and CBOE Global Markets take to the stage at #FIABoca" [X Link](https://x.com/AndreaHotter/status/973946596273606657) 2018-03-14T15:38Z [----] followers, [--] engagements "Rio Tinto in deal to sell entire 80% stake in Kestrel underground coal mine in Australia to private equity manager EMR Capital and Indonesian listed coal co PT Adaro Energy Tbk for $2.25 billion" [X Link](https://x.com/AndreaHotter/status/978629146577461248) 2018-03-27T13:45Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AndreaHotter Andrea HotterAndrea Hotter posts on X about copper, china, rio tinto, tariffs the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence countries 36.07% finance 35.25% stocks 10.66% travel destinations 5.74% technology brands 1.64% social networks 0.82%
Social topic influence copper #1404, china 9.02%, rio tinto #6, tariffs 4.92%, australia 4.92%, rio 4.1%, chile 3.28%, asia 3.28%, angola 3.28%, metal 2.46%
Top accounts mentioned or mentioned by @melgarian @trafigura @motaengil @fastmarkets @madolynmaddenmd @monkein @hcrubin2009 @willxadams @simonhu49583526 @minehubtech @bambroughkevin
Top assets mentioned Rio Tinto plc (RIO) MP Materials Corp. (MP) Teck Resources Limited (TECK) Spotify Technology (SPOT) General Motors Company (GM) Goldman Sachs (GS) Citigroup Inc (C)
Top posts by engagements in the last [--] hours
"The London Metal Exchange #tin price pushed back above $50000 per tonne in positive early trading in all base metals on February [--] with #aluminium posting the biggest percentage-terms increase up by 1.31% to $3143.50 per tonne"
X Link 2026-02-12T12:52Z 10.6K followers, [----] engagements
"Rio Tinto & Chalco in 33:67 JV deal to buy Votorantims 68.596% controlling stake in Companhia Brasileira de Alumnio (CBA). CBA annual capacity is [--] million tonnes of #bauxite [------] tonnes of #alumina [------] tonnes of #aluminium & [------] tonnes of secondary #recycling"
X Link 2026-01-30T01:30Z 10.4K followers, [---] engagements
"The government of Guyana has granted approval to restart #bauxite mining operations in the Berbice River area according to local media sources. The mine was formerly run by a partnership between the partly state-owned Bauxite Company of Guyana asal.nd Russia's Ru"
X Link 2026-02-04T15:21Z 10.4K followers, [---] engagements
"Several Chinese #alumina refineries have undergone maintenance or cut output over the past [--] weeks lending support to spot prices & helping end a previous decline. Cuts include a halt at a [---] million tpy refinery in Guizhou province & maintenance at a refinery in Henan province"
X Link 2026-02-04T15:26Z 10.6K followers, [---] engagements
"Aurubis says Q1 operating earnings before taxes was [---] million vs [---] million YoY due in part to lower treatment and refining charges for smelting #copper concentrates scheduled higher depreciation and the regular maintenance shutdown brought forward at the Hamburg site"
X Link 2026-02-05T09:24Z 10.6K followers, [---] engagements
"Anglo American says Q4 [----] #copper output was -14% YoY at [------] tonnes. Higher production at Los Bronces as a result of higher grades and strong plant performance offset lower grades at both Quellaveco and Collahuasi it adds"
X Link 2026-02-05T09:36Z 10.4K followers, [---] engagements
"Anglo American also CUTS [----] #copper guidance to 750000-810000 tonnes from 760000-820000 tonnes. Chile stays at 450000-480000 tonnes and Peru trimmed to 300000-330000 tonnes from 310000-340000 tonnes"
X Link 2026-02-05T09:36Z 10.4K followers, [---] engagements
"Anglo American releases [----] #copper guidance of 790000-850000 tonnes. Of this Chile accounts for 500000-530000 tonnes and Peru accounts for 290000-320000 tonnes"
X Link 2026-02-05T09:36Z 10.4K followers, [---] engagements
"Glencore's standalone investment case is strong. We have a well-diversified business across a range of commodities supported by one of the best marketing franchises in the industry it says as potential Rio deal falls apart"
X Link 2026-02-05T15:39Z 10.4K followers, [----] engagements
"No Glencore-Rio Tinto deal was NOT on your bingo cards"
X Link 2026-02-05T15:42Z 10.4K followers, [----] engagements
"This is no longer just about subsidies or stockpiles. The question of whether cheap imports crush nascent US processing capacity has shifted into an explicit pricing issue where the state signals what constitutes fair value. Read free here: ➡ https://www.fastmarkets.com/insights/us-led-price-floors-shakes-critical-minerals-markets/ https://www.fastmarkets.com/insights/us-led-price-floors-shakes-critical-minerals-markets/"
X Link 2026-02-06T22:02Z 10.4K followers, [----] engagements
"The flow of #aluminium imports to Japan shifted in [----] on the back of attractive premiums in other regions pulling units away. Market participants attribute the change in trade flows to the stronger European premiums diverting New Zealand material there"
X Link 2026-02-09T09:13Z 10.4K followers, [---] engagements
"Inactive global #copper smelting capacity hit 14.3% in Jan highest since Earth-i's Savant index began near a decade ago it says. This was -2.5% vs Dec and +6.8% vs the 3-year average. China was just 7.5% inactive while RoW showed smelting activity down [---] million tonnes YoY"
X Link 2026-02-12T18:54Z 10.6K followers, [---] engagements
"Neometals says its 70:30 JV Reed Advanced Materials has agreed with Rio Tinto's Livent USA to extend its 8-month MoU on #lithium processing tech by 12-months including optimisation test work processdesign updates and field trials on Rio Tintos lithium brine assets"
X Link 2026-02-05T09:49Z 10.6K followers, [---] engagements
"🔥Rio Tinto is no longer considering a possible merger or other business combination with Glencore plc as Rio Tinto has determined that it could not reach an agreement that would deliver value to its shareholders it says"
X Link 2026-02-05T15:35Z 10.6K followers, [----] engagements
"Glencore says Rio Tinto wanted to keep both Chairman and CEO roles and significantly undervalued its contribution to the combined group. We concluded that the proposed acquisition on these terms is not in the best interests of Glencore shareholders it adds"
X Link 2026-02-05T15:38Z 10.6K followers, [---] engagements
"Rio Tinto & Glencore ended merger talks unable to agree on terms. Publicly it's framed as a failure to deliver shareholder value. Privately it's more like a collision of corporate DNAs that were never going to coexist without [--] blinking 1st. Neither did https://www.fastmarkets.com/insights/what-rio-tinto-glencore-breakup-tells-us-hotter-commodities/ https://www.fastmarkets.com/insights/what-rio-tinto-glencore-breakup-tells-us-hotter-commodities/"
X Link 2026-02-10T17:09Z 10.6K followers, [---] engagements
"The three-month #nickel and #copper prices on the LME dropped by more than 2% at the 5pm close on Feb [--] while #tin was the only base metal to record a day-on-day increase up marginally by 0.06%"
X Link 2026-02-12T18:08Z 10.6K followers, [---] engagements
"LME average daily volumes +12.3% YoY in Jan data shows led by #tin ADV (+37.4%) #nickel (+29.6%) and #copper (+29.2%). ADV for #lead +11.2% #aluminium +4.4% and #zinc +0.1%"
X Link 2026-02-12T18:49Z 10.6K followers, [---] engagements
"First Quantum says processing of Cobre Panama's stockpiled ore could start about [--] months after getting official regulatory notice to proceed & would require about a year to process. About [-----] tonnes of #copper could be produced from the stockpile it adds. Mine still shut"
X Link 2026-02-12T19:09Z 10.6K followers, [---] engagements
"LME base metals prices were all lower in early trading on February [--] with #tin dropping by 4.45%. While the #copper price saw the smallest decline down by just 0.29% red metal inventories continued to climb with another [----] tonnes pushing the total past [------] tonnes"
X Link 2026-02-13T13:53Z 10.6K followers, [---] engagements
"Rio Tinto says work and activity at the SimFer iron ore mine site in Guinea has been suspended following the death of an employee of a contracting company. CEO Simon Trott expresses sorrow & condolences will be travelling to Guinea this week he adds. #IronOre #RIP #Simandou"
X Link 2026-02-15T16:12Z 10.6K followers, [----] engagements
"Fastmarkets copper concentrates TC index cif Asia Pacific calculated at $(64.00) per tonne on Friday June [--] down from $(62.90) per tonne on June [--] a reversal from positive levels above $88 per tonne in September 2023"
X Link 2025-06-17T14:02Z [----] followers, [---] engagements
"At the gate waiting for the first of several flights from the US via Europe to my destination: an oil and diamonds producer rare earths and lithium hopeful and a country with infrastructure that is key to critical supply chains. Where am I off to"
X Link 2025-06-17T20:50Z [----] followers, [----] engagements
"@MadolynMaddenMD Maybe Im looking at the map the wrong way but not quite. Still further south"
X Link 2025-06-17T21:26Z [----] followers, [--] engagements
"@melgarian Not quite but closer. Ill let you know when I get there"
X Link 2025-06-17T21:27Z [----] followers, [--] engagements
"Grok guessed it: Luanda Angola"
X Link 2025-06-19T08:52Z [----] followers, [---] engagements
"UG2/MG #chrome ore prices fell further in the week to June [--] with buyers becoming more cautious and sellers reducing offers amid bearish sentiment. Fastmarkets weekly calculation of its chrome ore South Africa UG2/MG concentrates index cif China was -3.17% at $275 per tonne"
X Link 2025-06-19T10:07Z [----] followers, [---] engagements
"This train is filled with #copper cathode produced in the DRC. Its on the Lobito Atlantic Railway headed for Lobito where itll be shipped out to🥁 Spain. An early start in Angola to catch this train coming in"
X Link 2025-06-21T15:03Z [----] followers, [----] engagements
"How great is it that I got to ride in the drivers carriage on the Lobito Atlantic Railway On a freight train with [---] tonnes of #copper from the DRC headed for the minerals port in Lobito What an experience. Stay tuned for the Fast Forward podcast"
X Link 2025-06-24T16:29Z [----] followers, [----] engagements
"An unscheduled visitor at the US-Africa Business Summit on Tuesday: Massad Boulos senior adviser on Africa to US President Trump and a key player in the DRC-Rwanda peace deal. He joined a discussion on the DRC #copper #cobalt"
X Link 2025-06-26T02:20Z [----] followers, [---] engagements
"The world refined #copper market was in a surplus of about [------] tonnes in Jan-Apr based on Chinese apparent usage (excluding changes in bonded/unreported stocks) ICSG says. This compares with a surplus of about [------] tonnes in the same period of 2024"
X Link 2025-06-30T12:37Z 10K followers, [---] engagements
"Adjusted for estimated changes in Chinese bonded stocks the surplus deepened to about [------] tonnes ICSG added"
X Link 2025-06-30T12:37Z [----] followers, [---] engagements
"The #tin cash/three-month spread on the London Metal Exchange moved into a contango at the 5pm close on Tuesday July [--] after ending the previous session in backwardation. #Zinc recorded the biggest day-on-day movement of the base metals complex falling by 1.36%"
X Link 2025-07-01T17:49Z 10K followers, [---] engagements
"UG2/MG #chrome ore prices were stable during the week to Tuesday July [--] ending a month of successive declines amid reports of improved sentiment in China after major stainless steel mill Tsingshan rolled over its ferro-chrome tender price and a stronger alloy spot market"
X Link 2025-07-02T12:30Z 10K followers, [---] engagements
"#Nickel to be in a surplus of around [------] tonnes in [----] which will be mainly concentrated in Class [--] nickel Nornickel says. Sees [----] surplus of [------] tonnes"
X Link 2025-07-03T16:44Z 10K followers, [---] engagements
"Chile's Antofagasta reached its mid-year supply agreement for #copper concentrates with LS MnM Copper Smelter at treatment and refining charges of $0 per tonne/0 cents per lb source say; the same as the term signed between Antofagasta and Chinese copper smelters on June 27"
X Link 2025-07-08T17:33Z 10K followers, [---] engagements
"Section [---] on #copper is here: "We did #steel as you know they're 50%. We did #aluminium 50%; lumber just came out. And now today we're doing #copper.we are going to make it 50% 50%" says US President Trump in today's Cabinet meeting. You can watch on YouTube"
X Link 2025-07-08T18:01Z 10K followers, [----] engagements
"Base metals stocks in Shanghai bonded warehouses recorded mixed moves in June with #zinc logging the biggest change in % terms with a month-on-month drop of 31.8%. #Nickel stocks also fell m-o-m but to a much lesser degree while #copper stocks rose & #aluminium stocks were flat"
X Link 2025-07-09T19:48Z 10K followers, [---] engagements
"#Copper has finally received the widely anticipated news that imports to the US will be tariffed from Aug [--]. The finer details of the tariffs including their scope & whether key copper-exporting nations of Chile Canada & Peru will be exempt are unclear https://www.fastmarkets.com/insights/global-copper-market-tariffs-andrea-hotter/ https://www.fastmarkets.com/insights/global-copper-market-tariffs-andrea-hotter/"
X Link 2025-07-10T16:24Z 10K followers, [---] engagements
"DId you know.This isn't the 1st time the US has flirted with #copper protectionism. In [----] and [----] domestic producers petitioned for tariffs. On both occasions the White House under Presidents Jimmy Carter and Ronald Reagan ultimately said no. Fun fact via CESCO"
X Link 2025-07-10T19:15Z 10K followers, [---] engagements
"Antofagasta CEO Ivn Arriagada on the 50% #copper tariff: What is very important now is to know how these changes will be implementedwhether they apply to refined copper products made from copper such as wire rod or if there will be exemptions.""
X Link 2025-07-10T21:28Z 10K followers, [----] engagements
"Rio Tinto says Simon Trott to succeed Jakob Stausholm as CEO from Aug [--]. Trott is currently iron ore CEO and was the company's 1st chief commercial officer. Prior to this he held MD roles across multiple Rio Tinto commodities and geographies"
X Link 2025-07-15T13:02Z 10K followers, [---] engagements
"China Molybdenum Co. set another record-high #cobalt production in H1 despite an ongoing export ban in the DRC it says. CMOC recorded cobalt output of [-----] tonnes in H1 +13.05% yoy & also reported H1 #copper output of [------] tonnes +12.68% yoy"
X Link 2025-07-15T13:07Z 10.1K followers, [---] engagements
"MP Materials in $500 million deal with Apple to produce rare earth magnets in the US from 100% recycled materials; to supply magnets made at Fort Worth Texas facility from recycled feedstock (from post-industrial & end-of-life magnets) processed at Mountain Pass California"
X Link 2025-07-15T13:13Z 10K followers, [---] engagements
"Rio Tinto says [----] #copper production is expected to be at the higher end of guidance due to successful ramp up of Oyu Tolgoi underground mine and good performance at Escondida"
X Link 2025-07-16T20:05Z 10K followers, [---] engagements
"Rio Tinto copper guidance for [----] is [------] to [------] tonnes"
X Link 2025-07-16T20:06Z 10K followers, [---] engagements
"Rio Tinto says it expects #bauxite production in [----] to be at the higher end of 57-79 million tonnes guidance range; notes 2nd consecutive quarterly production record in Q2 of [----] million tonnes"
X Link 2025-07-16T20:08Z 10K followers, [---] engagements
"#Alcoa expects [----] #alumina production guidance to remain unchanged at 9.5-9.7 million tonnes. Q2 alumina production was flat sequentially at [---] million tonnes it adds"
X Link 2025-07-16T20:15Z 10K followers, [---] engagements
"#Aluminium inventories in Rotterdam reached a new historic low of around [------] tonnes in June despite ongoing weak regional demand after lower-than-expected imports especially from Canada"
X Link 2025-07-17T14:54Z 10K followers, [---] engagements
"Canada will institute a series of trade measures to protect domestic #steel production in response to foreign competition and US tariffs Prime Minister Mark Carney says. The measures will take effect by the end of July"
X Link 2025-07-17T14:56Z 10K followers, [---] engagements
"#Graphite active anode material (AMM) has antidumping tariffs of 93.5% on imports from China after a preliminary determination by the Dept of Commerce it says. This includes AAM within finished lithium-ion batteries"
X Link 2025-07-17T18:03Z 10K followers, [----] engagements
"Now the effective tariff rate for AAM is 160% when adding in countervailing duty tariffs of 11.5% placed by Commerce in May President Trumps blanket 30% tariffs on goods from China and 25% Section [---] tariffs implemented by USTR last year"
X Link 2025-07-17T18:03Z 10K followers, [---] engagements
"#Copper concentrate treatment charges registered their 3rd consecutive weekly increase on Friday July [--] with market participants reporting no major impact from road blockades in Perus key copper route"
X Link 2025-07-21T13:18Z 10K followers, [---] engagements
"Fastmarkets calculation of the weekly copper concentrates TC index cif Asia Pacific a mid-point between smelter and trader buying levels was $(64.30) per tonne up by $0.70 per tonne from $(65.00) per tonne on July 11"
X Link 2025-07-21T13:18Z 10K followers, [---] engagements
"Syrah Resouves ends its Balama #graphite force majeure after loading a large volume breakbulk shipment at Pemba port in Mozambique; says container shipments from Nacala port mainly coarse flake for industrial customers have also resumed"
X Link 2025-07-22T23:13Z 10K followers, [---] engagements
"Historically Indonesia has not shipped #copper in any significant volume to the US and that Freeport had either exported concentrate or sold copper domestically and in southeast Asia she notes"
X Link 2025-07-23T18:27Z 10K followers, [---] engagements
"The logical place in the near term will be to continue to sell in Asia but well look at what makes the most sense she told the companys earnings call on Wednesday. #copper"
X Link 2025-07-23T18:27Z 10K followers, [---] engagements
"First Quantum says stockpiled #copper concentrates at Cobre Panama being exported in stages: 1st vessel of [----] tonnes in June; 2nd & 3rd shipments in July; final shipment to be dispatched soon. Proceeds being used to support critical preservation activities at site it notes"
X Link 2025-07-23T21:34Z 10K followers, [---] engagements
"First Quantum says Q2 #copper production was [-----] tonnes -9% vs Q1 mainly as a result of lower production at Kansanshi. Copper sales volumes totalled [------] tonnes mainly due to the shipment of [----] tonnes of copper from Cobre Panam in June"
X Link 2025-07-23T21:36Z 10K followers, [---] engagements
"Anglo American says Q2 #copper production was [------] tonnes -11% yoy with higher production from Quellaveco offset by planned lower production in Chile at both Collahuasi and Los Bronces. Production volumes increased sequentially from Q1"
X Link 2025-07-24T18:20Z 10K followers, [---] engagements
"Teck Resources board approves construction of the Highland Valley #copper mine life extension project taking life from [----] through to [----] it says. Copper production to average [------] tonnes per year over the life of mine"
X Link 2025-07-24T18:24Z 10.1K followers, [---] engagements
"AMAG Austria Metall says global US import tariffs are currently having a negative impact on #aluminium premium revenues; will continue to respond flexibly and also implement deliveries outside the US"
X Link 2025-07-24T18:28Z 10K followers, [---] engagements
"Prices for Australia-origin spot #alumina cargoes rose during the week to July [--] while alumina prices in the China spot market were unchanged according to sources. Fastmarkets daily price calculation of the alumina index fob Australia was $368.09 per tonne +0.50% vs July 17"
X Link 2025-07-25T13:22Z 10K followers, [---] engagements
"Three-month prices for all base metals on the LME declined at the 5pm close on Aug [--] with #lead recording the steepest drop at 2.13%. #Aluminiums cash/three-month spread also shifted to a narrow backwardation after being in contango since July 28"
X Link 2025-08-05T17:58Z 10K followers, [---] engagements
"Glencore's H1 Ebitda -14% yoy to $5.4 billion; industrial Ebitda -17% at $3.8 billion marketing Ebitda -8% at $1.4 billion"
X Link 2025-08-06T21:05Z 10K followers, [---] engagements
"Glencore drops plan for US listing; says "We do not believe that becoming a US domestic issuer or having a sponsored ADR program would be value accretive for shareholders at this point in time. We will continue to monitor market developments and keep this topic under review.""
X Link 2025-08-06T21:07Z 10.1K followers, [---] engagements
"Prices of China- and Australia-origin #alumina spot cargoes drop as the market corrects from a sentiment-driven spike caused by reactions to improvements in Chinese domestic alumina prices. Fastmarkets' fob Australia index -2.14% at $371.80 per tonne; exw China price $446-460"
X Link 2025-08-08T14:44Z 10.1K followers, [---] engagements
"Industry veteran Micki Waite is to join management consultancy The Metals Risk Team. Waite was most recently the head of marketing for metals at Mitsui Bussan Commodities Ltd (MBCL) where he worked for [--] years. Prior to that he worked at Scotia Bank Merrill Lynch & Lehman"
X Link 2025-08-12T19:39Z 10K followers, [---] engagements
"Global physical #copper cathodes premiums were mixed in the week to Aug [--] with those in Southeast Asian rising on the back of increased spot buying as a local smelter remains shut. In the Shanghai market bearish sentiment continues to weigh while the US held stable"
X Link 2025-08-13T13:48Z 10K followers, [---] engagements
"LME approves prop trading firm Optiver FX Limited as category four member. Company is active in futuresequities FX fixed income and commodities products"
X Link 2025-08-14T16:58Z 10K followers, [---] engagements
"Glencore submits applications for El Pachn and Agua Rica #copper projects to be included in the Incentive Regime for Large Investments in Argentina it says. Expects capital investment of $4.0 billion for Agua Rica $9.5 billion for El Pachn (Phase 1) in the next decade"
X Link 2025-08-18T15:21Z 10.1K followers, [----] engagements
"South Koreas POSCO Future M and Chinese cathode producer CNGR in MoU to develop #lithium-iron-phosphate cathode material for the energy storage system market Posco says. #LFP"
X Link 2025-08-21T13:46Z 10.1K followers, [---] engagements
""Our policy rate is now [---] basis points closer to neutral than it was a year ago and the stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance" the US Fed chair says in his policy statement"
X Link 2025-08-22T14:53Z 10.1K followers, [---] engagements
"The Lobito Atlantic Railway links Angola to the DRC and I was lucky enough to get a ride on a freight train carrying #copper. Check out the latest Fast Forward podcast to hear it - on this link or wherever you get your podcasts @trafigura @motaengil https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/"
X Link 2025-08-26T17:14Z 10.1K followers, [----] engagements
"Ball Corporation completes sale of 41% of its 51% ownership interest in Ball United Arab Can Manufacturing Company its consolidated joint venture in Saudi Arabia to a subsidiary of ORG Technology for about $70 million. Ball now has 10% stake. #aluminium"
X Link 2025-08-28T13:24Z 10.1K followers, [---] engagements
"@monke_in @hcrubin2009 Interestingly the new TechMet trading arm is involved in the concept of a strategic reserve - and the US DFC has a stake in the parent. See comments from an interview this past week: https://www.fastmarkets.com/insights/techmet-launches-trading-arm-andrea-hotter/ https://www.fastmarkets.com/insights/techmet-launches-trading-arm-andrea-hotter/"
X Link 2025-08-31T01:45Z 10.1K followers, [--] engagements
"Emirates Global #Aluminium completes debottlenecking expansion at Al Taweelah #alumina refinery unlocking up to [-----] tpy of extra alumina output. The refinery has a nameplate capacity of [--] million tpy & meets almost half EGA's total alumina requirements EGA says"
X Link 2025-09-02T13:19Z 10.1K followers, [---] engagements
"All LME base metals prices dipped on Sep [--] with #copper falling back after rising above $10000 per tonne which some market participants attributed to separate macroeconomic factors in China and in the US"
X Link 2025-09-04T16:25Z 10.1K followers, [---] engagements
"Spot prices for Australian and Chinese #alumina continued to decline in the week to Sep [--] amid a continuing supply surplus. Fastmarkets daily assessment of the alumina index fob Australia was $359.45 per tonne -2.10% from $367.06 per tonne a week earlier"
X Link 2025-09-05T12:57Z 10.1K followers, [---] engagements
"I wonder how much #aluminium is on this Airbus A330-900 that Im taking to the @Fastmarkets Intl Aluminium conference in Barcelona this week 🤔 Its not too late to register https://www.fastmarkets.com/events/fastmarkets-international-aluminium/agenda/ https://www.fastmarkets.com/events/fastmarkets-international-aluminium/agenda/"
X Link 2025-09-07T19:27Z 10.1K followers, [---] engagements
"Anglo American and Teck to merge; Anglo American shareholders to own c.62.4% and Teck shareholders to own c.37.6% of Anglo Teck plc immediately post completion. Gives 70% exposure to #copper"
X Link 2025-09-09T07:02Z 10.1K followers, [---] engagements
"Temagami Mining Company SMM Resources Inc Dr. Norman Keevil and certain of Teck Anglo directors and execs officers ie 79.8% of the outstanding Teck class A common shares 0.02% of the outstanding Teck class B subordinate voting shares and 0.1% support Anglo Teck merger deal"
X Link 2025-09-09T07:14Z 10.1K followers, [---] engagements
"Getting ready for the opening ceremony at the @Fastmarkets European Battery Materials conference in Lisbon #FastmarketsBRM #lithium #cobalt #nickel #manganese #phosphate and more 🪫"
X Link 2025-09-16T11:44Z 10.1K followers, [---] engagements
"Portugals Secretary of State for Energy Jean Barroca speaks at #FastmarketsBRM on the countrys plans for battery storage and the battery supply chain #lithium"
X Link 2025-09-16T13:50Z 10.1K followers, [---] engagements
"Morocco govt official Amine Belhaj Soulami says the countrys green energy production is a highly competitive [--] cents per KwH. #FastmarketsBRM"
X Link 2025-09-16T14:15Z 10.1K followers, [---] engagements
"@willxadams on stage at the Fastmarkets European battery materials conference in Lisbon today. Hear more of his views on the Fast Forward podcast - listen wherever you get your podcasts"
X Link 2025-09-17T09:57Z 10.1K followers, [---] engagements
"Sumitomo Metal Mining says Nano One to be its key technology partner as it advances its growth strategy for #lithium iron #phosphate cathodes. Now will pursue LFP production opportunities with target strategic customers SMM adds"
X Link 2025-09-17T11:53Z 10.1K followers, [---] engagements
"The US DoEs Office of Fossil Energy & Carbon Management has announced up to $6 million in federal funding available for R&D projects to help establish a secure domestic supply chain for #galliuma critical material for the energy defense and semiconductor sectors"
X Link 2025-09-17T15:08Z 10.1K followers, [----] engagements
"Our next episode of Fast Forward is out next week. Before then listen to the last one an immersive segment recorded in Angola. Type in 'Fast Forward' and Fastmarkets' to find it on Apple Spotify or wherever you get your podcasts The Lobito Atlantic Railway links Angola to the DRC and I was lucky enough to get a ride on a freight train carrying #copper. Check out the latest Fast Forward podcast to hear it - on this link or wherever you get your podcasts https://t.co/WY3RBKPSiY @trafigura @motaengil https://t.co/aWS7T3M1S9 The Lobito Atlantic Railway links Angola to the DRC and I was lucky"
X Link 2025-09-19T18:14Z 10.1K followers, [---] engagements
"Breaking news in #cobalt: DRC to extend export ban until Oct [--] and then introduce quotas from Oct [--] ARECOMS says"
X Link 2025-09-21T12:58Z 10.1K followers, [---] engagements
"Check out The Three Copper Musketeers podcast on - industry veterans Andrew Shaw Simon Hunt and Juan Carlos Guajardo get together and talk all things #copper. Episode one on their site now @SimonHu49583526 http://www.theworldcopper.com http://www.theworldcopper.com"
X Link 2025-09-25T15:58Z 10.1K followers, [---] engagements
"@MineHub_Tech signs definitive agreement to buy Jules AI expanding its digital offering to include recycled materials and alloys it says. Moves MineHub into the #recycled materials & #scrap metals markets in which Jules AIs platform processed almost [--] million tonnes in 2024"
X Link 2025-09-25T16:13Z 10.1K followers, [--] engagements
"China will require export permits for pure electric passenger vehicles from Jan [--] to promote healthy trading for the electric vehicle industry the countrys Ministry of Commerce said. Only auto manufacturers and their authorized EV sellers may apply for export permits"
X Link 2025-09-29T15:42Z 10.2K followers, 14.4K engagements
"@melgarian However - remember that Mark's very first acquisition when he set up Randgold in the 1990s was the Syama gold mine in Mali then up for sale by BHP Minerals Mali. Then the company discovered both Yalea part of the Loulo underground mining complex and the future Morila mine"
X Link 2025-09-29T18:06Z 10.1K followers, [--] engagements
"Alcoa to permanently close Kwinana #alumina refinery in W Australia; production was curtailed in June [----]. Alcoa has undertaken numerous studies and analyses since curtailment to determine the future of the refinery including restart and closure it says"
X Link 2025-09-30T00:41Z 10.2K followers, [---] engagements
"Multiple factors led to the decision to permanently close the refinery including the age of the facility scale and operating costs market conditions and #bauxite grade challenges Alcoa adds"
X Link 2025-09-30T00:41Z 10.1K followers, [---] engagements
"Company to record restructuring and related charges of approx $890 million in Q3 it adds"
X Link 2025-09-30T00:41Z 10.1K followers, [---] engagements
"OUT TODAY We know the West is trying to decouple supply chains from China. But what does China think & how is it reacting Hear the honest view of Tianqi Lithium Energy Australias CEO on the Fast Forward podcast wherever you get your podcasts or at 🎧 https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/"
X Link 2025-09-30T12:58Z 10.1K followers, [---] engagements
"As rhetoric hots up do western companies expect east/west JVs like Tianqi Lithium Australia Ltd to pick a side when it comes to doing business Hear what the TLEA CEO says on the Fast Forward podcast 🎧Out now wherever you get your podcasts or here: https://www.fastmarkets.com/insights/fast-forward-podcast/ https://www.fastmarkets.com/insights/fast-forward-podcast/"
X Link 2025-10-01T14:57Z 10.1K followers, [---] engagements
"Lithium Americas says US Dept of Energy to take 5% stake in both the company and its Thacker Pass JV with General Motors as part of its $2.26 billion loan agreement. GM to amend its offtake deal to allow 3rd parties to buy #lithium it doesnt need the company adds"
X Link 2025-10-01T15:15Z 10.2K followers, [----] engagements
"Zinc concentrate producer Titan Mining gets non-binding letter of interest from EXIM Bank for financing up to $120 million for the construction of its [-----] tonnes per year Kilbourne #graphite project in St. Lawrence County New York"
X Link 2025-10-08T08:05Z 10.2K followers, [---] engagements
"Copper: $10761 per tonne unchanged from Tuesday's 5pm close in early LME trade on October [--]. This despite all the 'action' from Teck. Perhaps the Goldman Sachs report stating #copper is in slight surplus with prices forecast to stay in $10000-$11000 per tonne range"
X Link 2025-10-08T08:47Z 10.2K followers, [----] engagements
"Here's what the Intl #Copper Study Group has forecast after its meeting yesterday: a surplus of about [------] tonnes for [----] slightly lower than April estimate and a deficit of about [------] tonnes in [----] from a 209000-tonne-surplus forecast in April"
X Link 2025-10-08T15:16Z 10.2K followers, [----] engagements
""This shift to deficit is attributed to lower than previously anticipated refined #copper production that will be constrained by the lower availability of copper concentrate" ICSG notes"
X Link 2025-10-08T15:16Z 10.2K followers, [---] engagements
"Breaking it down: World #copper mine output seen +1.4% in [----] from +2.3% seen in April due to major incidents at Grasberg & Kamoa. Mine output +2.3% in [----] on continued ramp-up of new/expanded capacity better Chilean Peruvian and Zambian output recovery in Indonesia"
X Link 2025-10-08T15:16Z 10.2K followers, [---] engagements
"World refined #copper production is seen +3.4% in [----] and +0.9% in [----] ICSG says. [----] boosted by continued expansion of Chinese capacity new capacity including in DRC India and Indonesia improved operating rates in Zambia. Concs tightness to limit growth in 2026"
X Link 2025-10-08T15:16Z 10.2K followers, [---] engagements
"Antofagasta says Centinela has started initial stripping activities at its Encuentro Sulphides pit; ore will ultimately feed the Centinela Second Concentrator providing a source of higher grade material in addition to ore feed from the existing Esperanza South pit. #copper"
X Link 2025-10-10T13:25Z 10.2K followers, [---] engagements
""This expansion in mining activities will further optimise the delivery of value from Centinelas [---] billion tonnes of ore reserves and a key aspect of the groups ambition to expand production by 30% in the medium-term" Antofagasta adds #copper"
X Link 2025-10-10T13:25Z 10.2K followers, [---] engagements
"#Copper demand seen +2.4% YoY in [----] and staying in deficit through at least [----] with prices likely needing to stay above $10000/tonne to spur new mining projects Eurasian Resources Group says. #LMEWeek"
X Link 2025-10-15T13:08Z 10.2K followers, [----] engagements
"#Aluminium prices are forecast to rise up to 7% YoY in [----] with a potential shift from surplus to deficit in the coming years; demand is supported by growth in construction transport and renewable energy sectors ERG adds"
X Link 2025-10-15T13:08Z 10.2K followers, [---] engagements
"Codelco chairman says operational continuity is the key issue impacting the #copper sector this year. Adds this is a change from the [----] theme of geopolitics. Notes high prices due to mine issues lack of exploration steeper industry cost curve. #LMEWeek"
X Link 2025-10-16T09:14Z 10.2K followers, [---] engagements
"Alcoa pours first metal today at Ma'aden aluminium complex in Saudi Arabia - the biggest ever integrated project in its 125-year history"
X Link 2012-12-12T12:44Z 10.1K followers, [--] engagements
"Check out Alcoa's bauxite mine in Jamaica; anything remind you of a ski resort Great technology; opens up terrains http://t.co/KIugA9hfsM http://www.metalbulletin.com/Article/3243268/VIDEO-Alcoas-Jamaican-bauxite-operations.html http://www.metalbulletin.com/Article/3243268/VIDEO-Alcoas-Jamaican-bauxite-operations.html"
X Link 2013-08-15T12:07Z 10.1K followers, [--] engagements
"Take the R out of BRICS http://t.co/F6tmTVBIgR http://www.metalbulletin.com/Article/3252458/Russia-faring-well-as-other-BRICS-falter.html http://www.metalbulletin.com/Article/3252458/Russia-faring-well-as-other-BRICS-falter.html"
X Link 2013-09-09T20:10Z [----] followers, [--] engagements
"Alcoa to invest $40 million investment in Itapissuma Brazil rolling mill to up output of specialty foils"
X Link 2014-04-01T12:28Z 10.1K followers, [--] engagements
"IMF calls on Zambia to revert to [----] #mining royalty tariff. http://t.co/yn0qLIiTot #copper #cobalt #resourcenationalism http://www.metalbulletin.com/Article/3441584/IMF-calls-on-Zambia-to-revert-to-2014-mining-royalty-tariff.html http://www.metalbulletin.com/Article/3441584/IMF-calls-on-Zambia-to-revert-to-2014-mining-royalty-tariff.html"
X Link 2015-04-01T12:53Z 10K followers, [--] engagements
"Fitch warns that neither the household nor corporate sector is well placed for higher interest rates despite deleveraging that began in '09"
X Link 2015-05-01T12:06Z [----] followers, [--] engagements
"CFTC making good progress towards finalizing rules on position limits. Considering stakeholder input carefully chairman tells #FIABoca"
X Link 2016-03-16T17:24Z 10.1K followers, [--] engagements
"Execs from Citigroup DMCC Pimco Digital Asset JP Morgan Moelis discuss the markets of the future including blockchain and Brexit at #FIABoca"
X Link 2018-03-13T20:38Z [----] followers, [--] engagements
"CEOs/COOs of Eurex NASDAQ CME Singapore ICE and CBOE Global Markets take to the stage at #FIABoca"
X Link 2018-03-14T15:38Z [----] followers, [--] engagements
"Rio Tinto in deal to sell entire 80% stake in Kestrel underground coal mine in Australia to private equity manager EMR Capital and Indonesian listed coal co PT Adaro Energy Tbk for $2.25 billion"
X Link 2018-03-27T13:45Z [----] followers, [--] engagements
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/creator/x::AndreaHotter