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# ![@robert_ivanhoe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1564257685486313472.png) @robert_ivanhoe Robert Friedland

Robert Friedland posts on X about copper, in the, data, china the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1564257685486313472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564257685486313472/c:line/m:interactions.svg)

- [--] Week [-------] +15%
- [--] Month [---------] +112%
- [--] Months [---------] +170%
- [--] Year [---------] -3.40%

### Mentions: [--] [#](/creator/twitter::1564257685486313472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564257685486313472/c:line/m:posts_active.svg)

- [--] Week [--] +22%
- [--] Month [--] +57%
- [--] Months [---] +55%
- [--] Year [---] +11%

### Followers: [------] [#](/creator/twitter::1564257685486313472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564257685486313472/c:line/m:followers.svg)

- [--] Week [------] +2.50%
- [--] Month [------] +13%
- [--] Months [------] +34%
- [--] Year [------] +47%

### CreatorRank: [-------] [#](/creator/twitter::1564257685486313472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1564257685486313472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #6968 [countries](/list/countries)  17.39% [stocks](/list/stocks)  4.35% [financial services](/list/financial-services)  2.61% [travel destinations](/list/travel-destinations)  0.87%

**Social topic influence**
[copper](/topic/copper) #71, [in the](/topic/in-the) 5.22%, [data](/topic/data) #664, [china](/topic/china) 5.22%, [metal](/topic/metal) #865, [market](/topic/market) 5.22%, [the world](/topic/the-world) 4.35%, [ai](/topic/ai) 4.35%, [congo](/topic/congo) #144, [platinum](/topic/platinum) #1766

**Top accounts mentioned or mentioned by**
[@bomber78a](/creator/undefined) [@ivanhoemines](/creator/undefined) [@shroomsleep](/creator/undefined) [@wesley1684340](/creator/undefined) [@grok](/creator/undefined) [@goldtelegraph_](/creator/undefined) [@playertwoq](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@smartermarkets](/creator/undefined) [@davos](/creator/undefined) [@robertivanhoe](/creator/undefined) [@drjppham](/creator/undefined) [@landry_yyyxzz](/creator/undefined) [@seanzubick](/creator/undefined) [@vishan_29](/creator/undefined) [@govind_ivanhoe](/creator/undefined) [@asianobnoxious](/creator/undefined) [@ivanhoemines_](/creator/undefined) [@ceotechnician](/creator/undefined) [@ccaplp](/creator/undefined)

**Top assets mentioned**
[Goldman Sachs (GS)](/topic/goldman-sachs) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [BlackRock Inc (BLK)](/topic/blackrock) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#Copper prices hit a record breaking $5 per pound for the first time https://www.forexlive.com/news/copper-prices-hit-a-record-breaking-5-per-pound-for-the-first-time-20240514/ https://www.forexlive.com/news/copper-prices-hit-a-record-breaking-5-per-pound-for-the-first-time-20240514/"  
[X Link](https://x.com/anyuser/status/1790462815657967720)  2024-05-14T19:22Z 38.9K followers, 19.7K engagements


"America's growing copper crisis finds a promising solution in Arizona's backyard https://www.foxbusiness.com/markets/americas-growing-copper-crisis-finds-promising-solution-arizonas-backyard https://www.foxbusiness.com/markets/americas-growing-copper-crisis-finds-promising-solution-arizonas-backyard"  
[X Link](https://x.com/robert_ivanhoe/status/1949544082004418725)  2025-07-27T18:55Z 38.8K followers, [----] engagements


"Not only was Sunrise Energy Metals the best performing mining share in the world last year it is also a fact that Ivanhoe Mines holds a [---] per cent royalty on the massive Scandium Cobalt Nickel and Platinum Resources at Syerston in New South Wales Australia. Lockheed Martin has signed an MOU for [--] per cent of the off take from this world leading scandium metals project . with downstream processing to Scandium Metal in the the USA. https://twitter.com/i/web/status/2008162162997395606 https://twitter.com/i/web/status/2008162162997395606"  
[X Link](https://x.com/robert_ivanhoe/status/2008162162997395606)  2026-01-05T13:02Z 39K followers, 14.1K engagements


"Watch this video of one of the largest data centres on earth under construction in Texas. The video shows the cooling system used for the Ai GPU CHIPS. Its made out of pure copper Copper is used in data centres to transfer heat as well as electricity"  
[X Link](https://x.com/robert_ivanhoe/status/2013979233358344296)  2026-01-21T14:17Z 39K followers, 77.2K engagements


"I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in soon https://twitter.com/i/web/status/2018758581147873580 https://twitter.com/i/web/status/2018758581147873580"  
[X Link](https://x.com/robert_ivanhoe/status/2018758581147873580)  2026-02-03T18:48Z 39K followers, 62.1K engagements


"https://www.wsj.com/business/ivanhoe-mines-shares-rise-with-talks-to-supply-u-s-project-vault-with-critical-minerals-a1747a0dst=iWwxD7&reflink=article_copyURL_share https://www.wsj.com/business/ivanhoe-mines-shares-rise-with-talks-to-supply-u-s-project-vault-with-critical-minerals-a1747a0dst=iWwxD7&reflink=article_copyURL_share"  
[X Link](https://x.com/robert_ivanhoe/status/2019129403209658544)  2026-02-04T19:22Z 39K followers, [----] engagements


"The US as well as China are ahead of the curve in building strategic stockpiles of copper. There will other countries joining the trend soon US copper stockpiles are exploding: Copper inventories at Comex surged to a record [------] short tons last week. Since June [----] copper stockpiles have risen +6400% and now exceed the previous record of [------] short tons set in [----] by 48%. Including off-exchange https://t.co/1vvqqODXRQ US copper stockpiles are exploding: Copper inventories at Comex surged to a record [------] short tons last week. Since June [----] copper stockpiles have risen +6400% and now"  
[X Link](https://x.com/robert_ivanhoe/status/2022399749404660036)  2026-02-13T19:57Z 39K followers, 22.5K engagements


"Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500. However with your leadership and the Project Vault initiative I am super excited for the future of this incredible industry in America and its future impact for the American economy. https://twitter.com/i/web/status/2018474859567706155 https://twitter.com/i/web/status/2018474859567706155"  
[X Link](https://x.com/robert_ivanhoe/status/2018474859567706155)  2026-02-03T00:01Z 39K followers, 316.1K engagements


"We took to the stage [--] years ago to deliver the keynote at the very first Mining Indaba. and we have spoken here every year since. Data centres did not exist [--] years ago and therefore nor did the term critical minerals In recent years as the world has rapidly advanced a message we have regularly repeated is that not only is the African continent currently a major source of these critical minerals but the continent will be increasingly relied on in the future"  
[X Link](https://x.com/robert_ivanhoe/status/2022961264226402402)  2026-02-15T09:08Z 39K followers, 37.4K engagements


"BlackRock Says Investors Focused on Climate Should Buy Miners https://finance.yahoo.com/news/blackrock-says-buy-metals-companies-070000344.html https://finance.yahoo.com/news/blackrock-says-buy-metals-companies-070000344.html"  
[X Link](https://x.com/robert_ivanhoe/status/1719051830943224301)  2023-10-30T18:01Z 38.4K followers, 36.2K engagements


"Goldman Sachs on #copper:"  
[X Link](https://x.com/robert_ivanhoe/status/1749794737287299134)  2024-01-23T14:02Z 38.4K followers, 54.2K engagements


"Commodities could be on the verge of a new super cycle https://www.reuters.com/markets/commodities/commodities-could-be-verge-new-super-cycle-2025-09-18/ https://www.reuters.com/markets/commodities/commodities-could-be-verge-new-super-cycle-2025-09-18/"  
[X Link](https://x.com/anyuser/status/1968714550854762737)  2025-09-18T16:31Z 38.9K followers, 36.8K engagements


"The world needs astronomical amounts of copper over the next [--] years. Here is a collection of televised predictions I made about copper over the past [--] years. It did not require clairvoyance to predict where the price of copper is going. Copper is up again this morning at over $5.00/lb ($11000/tonne)"  
[X Link](https://x.com/anyuser/status/1980200273701183637)  2025-10-20T09:11Z 38.9K followers, 27.7K engagements


"Copper price rises on mine struggles Goldman bull flag https://www.mining.com/copper-price-rises-on-mine-struggles-goldman-bull-flag/ https://www.mining.com/copper-price-rises-on-mine-struggles-goldman-bull-flag/"  
[X Link](https://x.com/robert_ivanhoe/status/1981743969525535032)  2025-10-24T15:25Z 38.4K followers, 16.2K engagements


"Ivanhoe Mines announced today that the first batch of anodes was cast at the Kamoa-Kakula copper smelter https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-first-anode-production-from-kamoa-kakula-copper-smelter/ https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-first-anode-production-from-kamoa-kakula-copper-smelter/"  
[X Link](https://x.com/robert_ivanhoe/status/2007216408133021970)  2026-01-02T22:24Z 39K followers, 62.1K engagements


"In February [----] Ivanhoe Mines released a study on the robust economics of the tier-one Platreef Mine outlining our path to making it one of the largest producers of precious metals. Today the prices for platinum palladium rhodium and gold are up almost 90% from those used in the study making it even better The Platreef Mine has a once-in-a-generation orebody a discovery so vast that it could feasibly produce [--] million ounces of precious metals for over [---] years. Link to today's Ivanhoe Mines press release on Platreef:"  
[X Link](https://x.com/robert_ivanhoe/status/2010726749160525838)  2026-01-12T14:53Z 39K followers, 16.4K engagements


"Great meeting with @AsstSecStateAF SBO Nick Checker during the inauguration of @Presi_Doumbouya of #Guinea. Appreciate the support of #USA Government under @realDonaldTrump esp. @StateDept for American company Ivanhoe Atlantic's strategic investment in West Africa"  
[X Link](https://x.com/robert_ivanhoe/status/2012939249268519364)  2026-01-18T17:24Z 39K followers, 19.4K engagements


"It was an honor speaking with students at @USCEnergys Energy Business Summit about the coming energy crisis and minings role in unlocking the critical minerals and geothermal energy.the #USA so desperately needs to overcome itBravo to the Zage Business of Energy Initiative. Thank you for inviting me. Dont miss the [----] edition. The future of critical minerals is sparking big conversations Hear student reactions to Robert Friedlands October [----] presentation on the future of critical minerals. Save the date for this years Energy Business SummitWednesday September [--] 2026."  
[X Link](https://x.com/robert_ivanhoe/status/2014823198752465404)  2026-01-23T22:10Z 39K followers, 15.4K engagements


"AI to boost copper demand 50% by [----] but more mines needed to ensure supply S&P says https://www.reuters.com/business/energy/ai-boost-copper-demand-50-by-2040-more-mines-needed-ensure-supply-sp-says-2026-01-08/ https://www.reuters.com/business/energy/ai-boost-copper-demand-50-by-2040-more-mines-needed-ensure-supply-sp-says-2026-01-08/"  
[X Link](https://x.com/robert_ivanhoe/status/2015670354560041309)  2026-01-26T06:17Z 39K followers, 22.3K engagements


"Pleasure to be back on the @Smarter_Markets podcast while at @Davos last week. #JeffCurrie and I had so much to discuss they made it into a two-part podcast The revenge of the miners is finally here ๐Ÿ‘€ Dont miss the second part coming soon From @Davos @Robert_Ivanhoe joins #JeffCurrie for Part [--] of a two-part Setting Course special on what the revenge of the miners & the real economy means for #copper & other commodity prices and the big themes Jeff is watching for [----] and beyond. https://t.co/GwuXsk9QV8 https://t.co/uisYqrCaIl From @Davos @Robert_Ivanhoe joins #JeffCurrie for Part [--] of a"  
[X Link](https://x.com/robert_ivanhoe/status/2015918227616944632)  2026-01-26T22:42Z 38.5K followers, 23.4K engagements


"China is the largest consumer of copper globally at 50-55%. Here are some data points for 2025: China Copper consumption = 15.32MT (+3% YoY) China Copper mine production = 1.83MT China Copper Concentrate imports = 7.74MT (+7.6% YoY) China Copper Metal imports = 3.85MT China Copper Blister/Anode imports = 0.80MT China Copper Scrap imports = 2.285MT https://twitter.com/i/web/status/2016353500481937811 https://twitter.com/i/web/status/2016353500481937811"  
[X Link](https://x.com/robert_ivanhoe/status/2016353500481937811)  2026-01-28T03:31Z 39K followers, 55.7K engagements


"Here is the second part of the @Smarter_Markets podcast we recorded at @Davos. There was so much we discussed it was made into a two-part podcast Sit back and enjoy Welcome to the physical world" Spending by the worlds largest tech giants has moved into power generation grid upgrades & data-center construction tied to the #AI boom. In Part [--] #JeffCurrie & @Robert_Ivanhoe examine what happens when asset-light business models start to Welcome to the physical world" Spending by the worlds largest tech giants has moved into power generation grid upgrades & data-center construction tied to the #AI"  
[X Link](https://x.com/robert_ivanhoe/status/2017723767007428855)  2026-01-31T22:16Z 37.7K followers, 20.6K engagements


"I recommend reading this research from the Payne Institute for Public Policy at the Colorado School of Mines. It demonstrates with stark clarity that the world is on a collision course between soaring copper demand and the physical limits of how fast we can discover permit finance and build new mines. This is not merely a mining issue. It is an energy issue. A climate issue. A national security issue. In short it is a political issue. https://sciencedirect.com/science/article/pii/S2214629626000526dgcid=author https://sciencedirect.com/science/article/pii/S2214629626000526dgcid=author"  
[X Link](https://x.com/robert_ivanhoe/status/2018397406585311533)  2026-02-02T18:53Z 37.8K followers, 58.5K engagements


"Congo to ship copper to Saudi Arabia UAE via US-backed venture https://www.mining.com/web/congo-to-ship-copper-to-saudi-arabia-uae-via-us-backed-venture/ https://www.mining.com/web/congo-to-ship-copper-to-saudi-arabia-uae-via-us-backed-venture/"  
[X Link](https://x.com/robert_ivanhoe/status/2019181292005257365)  2026-02-04T22:48Z 38.4K followers, 10.2K engagements


"It was such a pleasure to speak again with Jennifer Zabasajja on #Bloomberg TV live exactly [--] years to the day when we last spoke at the Mining Indaba. On that occasion we made headlines complaining about the absurd fact that copper was not on the #US Government critical minerals list. That aberration has been more than corrected by the current US Administration with the announcement of #ProjectVault a US Government funded initiative to finance and acquire critical metals for industrialization of its economy. This is indeed great news for Africa as major source of critical minerals which is a"  
[X Link](https://x.com/robert_ivanhoe/status/2020818958211809409)  2026-02-09T11:15Z 38.5K followers, [----] engagements


"We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological potential beneath the surface. Our Typhoon and CGI platform is uniquely capable of seeing through that cover to illuminate what other technologies cannot. Chile has supplied the world with copper for generations and as demand accelerates we believe the next wave of world-class copper discoveries will be found hidden beneath"  
[X Link](https://x.com/robert_ivanhoe/status/2016194947003687177)  2026-01-27T17:01Z 38.7K followers, 11.2K engagements


"BofA on copper: The incident at the world's second largest copper mine (Grasberg Indonesia) is set to further tighten the copper market materially. Our Metals Strategist now sees the copper deficit widening to 350kt in [----] and 533kt in [----] versus 25kt in [----]. Copper price forecasts are raised +11.0% to $5.13 per pound (/lb) or $11313 per tonne (/t) in 2026E +12.5% to $6.12/lb or $13501/t in 2027E calling a peak at $6.80/lb or $15000/t by year-end 2027"  
[X Link](https://x.com/anyuser/status/1972664766566113561)  2025-09-29T14:08Z 38.9K followers, 58.4K engagements


"The bottleneck for AI is memory not computing power. The existing AI memory architecture is energy-intensive high-latency and not readily scalable. The problem will only grow as AI models move from data centres to the interface between local devices and networks and the broader internet. The solution may lie in new hardware capable of consolidating both memory and computing on a single chip. Companies like @Groq and @Cerebras which focus on integrating memory and computing are attracting incredible valuations for this very reason. CMOS-compatible memory can be more densely packed thereby"  
[X Link](https://x.com/robert_ivanhoe/status/2023371265352835419)  2026-02-16T12:17Z 39K followers, 15.1K engagements


"In the Democratic Republic of the Congo @IvanhoeMines_ is now producing 99.7%-pure copper metal our recently completed smelter is the largest and greenest copper smelter in Africa"  
[X Link](https://x.com/robert_ivanhoe/status/2023420991150628950)  2026-02-16T15:35Z 39K followers, 30.6K engagements


"Copper Buyers Face Biggest Squeeze Since [----] as Stockpiles Drop"  
[X Link](https://x.com/robert_ivanhoe/status/1935013574315065707)  2025-06-17T16:36Z 38.9K followers, 26.2K engagements


"Historic copper squeeze continues on the LME as cash copper trades at a $379/t premium to three months. This is the highest level since [----] and is signaling a chronic shortage of copper metal. Less than [-----] tonnes are said to be available from the LME copper stocks. As the USA and China are still sucking in cathodes there does not appear to be sufficient metal available"  
[X Link](https://x.com/anyuser/status/1937152725600362642)  2025-06-23T14:16Z 38.9K followers, 33.7K engagements


"Platinum And Palladium: The Next Bubble https://www.forbes.com/sites/digital-assets/2025/07/15/platinum-and-palladium-the-next-bubble/ https://www.forbes.com/sites/digital-assets/2025/07/15/platinum-and-palladium-the-next-bubble/"  
[X Link](https://x.com/anyuser/status/1945901387088564488)  2025-07-17T17:40Z 38.9K followers, 31.6K engagements


"Gold and Silver Are Soaring. Palladium Is About to Break Out. @IvanhoeMines_ Platreef palladium platinum rhodium nickel copper and gold mine entering production very soon.๐Ÿ‘€ https://www.barrons.com/articles/gold-silver-palladium-price-14fd466c https://www.barrons.com/articles/gold-silver-palladium-price-14fd466c"  
[X Link](https://x.com/robert_ivanhoe/status/1970530334346486145)  2025-09-23T16:46Z 38.9K followers, [----] engagements


"Copper price spikes on Freeports Grasberg force majeure https://www.mining.com/copper-price-spikes-on-freeports-grasberg-force-majeure/ https://www.mining.com/copper-price-spikes-on-freeports-grasberg-force-majeure/"  
[X Link](https://x.com/robert_ivanhoe/status/1970897215532171600)  2025-09-24T17:04Z 38.9K followers, 26.4K engagements


"Hearing from a trusted source that grid investment is very central to Chinas next [--] Year Plan (to be publicly presented in March 2026).this is very copper intensive. China is apparently planning to increase power grid investment by 30-40% over the next [--] years. This is equivalent to a compounded annual growth rate of 5-5.5% up from 3.3% of annual growth over the past [--] years. In the context of copper this is an increase of roughly [------] tonnes of additional copper demand per year"  
[X Link](https://x.com/robert_ivanhoe/status/1985080223097115077)  2025-11-02T20:23Z 39K followers, 63.9K engagements


"I am impressed to see the commitment by the United States Government in strengthening their economic cooperation with the Democratic Republic of the Congo. Last week a delegation of more than [---] representatives from the government of the Democratic Republic of the Congo visited Washington to discuss expanding economic cooperation between these two great countries. In attendance from the Congolese side were the highest levels of Government including; Prime Minister Judith Suminwa Tuluka; Deputy Prime Minsiter Minister of Interior Jacquemain Shabani Lukoo; Minister of Communication & Media"  
[X Link](https://x.com/robert_ivanhoe/status/1985841381047484880)  2025-11-04T22:47Z 38.9K followers, 21.7K engagements


"Our collective efforts in critical raw materials from disruptive exploration technology to refined metals depend on our talented and dedicated human beingsour legions of geologists mining engineers miners and metallurgists are part of the solution in fact the bedrock of the solution as the real world demands for critical metals explodes the fragile and absurd illusions of net present value models and Federal Reserve gibberish Inflation and National Security demands are now upon us and our real world supply chains must be rebuilt with the utmost urgency. As the New Year dawns we are prepared"  
[X Link](https://x.com/robert_ivanhoe/status/2006289965995479509)  2025-12-31T09:02Z 38.9K followers, 24.9K engagements


"Revenge of the miners The metal you need for electricity flipped the liquid you burn for energy. Were watching the entire global economy switch operating systems https://t.co/kVGFgYK6uc The metal you need for electricity flipped the liquid you burn for energy. Were watching the entire global economy switch operating systems https://t.co/kVGFgYK6uc"  
[X Link](https://x.com/robert_ivanhoe/status/2007800009052594384)  2026-01-04T13:03Z 38.8K followers, 22K engagements


"The Democratic Republic of Congo will shortly share a list of minerals projects with the US for possible development by American investors https://www.bloomberg.com/news/articles/2026-01-14/congo-to-share-minerals-projects-list-with-us-to-advance-pactutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-14/congo-to-share-minerals-projects-list-with-us-to-advance-pactutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/robert_ivanhoe/status/2011534869739028626)  2026-01-14T20:24Z 38.9K followers, 38.3K engagements


"I had the great pleasure and honour to hear @DavidCopley speak at the Future Minerals Forum and his message electrified the audience. I could not have been more impressed. You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future"  
[X Link](https://x.com/robert_ivanhoe/status/2013324069001629763)  2026-01-19T18:53Z 38.8K followers, 19K engagements


"LME copper trading at a new all time high this morning at $14125 per tonne"  
[X Link](https://x.com/robert_ivanhoe/status/2016781672868368725)  2026-01-29T07:53Z 38.9K followers, 63.8K engagements


"It was an extraordinary honor to meet His Holiness Pope Leo XIV in the Vatican and discuss the role of ethical mining and critical minerals needed for economic development as we work towards peace on Earth I would like to extend my deepest gratitude to His Holiness and the Pontifical Commission for Latin America for inviting me to the meeting which took place under the Churchs Building Bridges Initiative. https://www.opis.com/resources/energy-market-news-from-opis/pope-leo-xiv-meets-executives-at-the-vatican-to-discuss-ethical-mining/"  
[X Link](https://x.com/robert_ivanhoe/status/2017688321779269963)  2026-01-31T19:55Z 39K followers, 57.8K engagements


"Commerce Secretary Howard Lutnick @CommerceGov delivers the clearest and most powerful American message on the centrality of critical metals. Secretary Lutnick on putting America First in the race for critical minerals: While prior administrations were asleep at the wheel the Trump Administration is the opposite. We are the wheeland were driving it forward. Were going to make investments where we need to make https://t.co/MWoJoGb2dN Secretary Lutnick on putting America First in the race for critical minerals: While prior administrations were asleep at the wheel the Trump Administration is the"  
[X Link](https://x.com/robert_ivanhoe/status/2019181923541692496)  2026-02-04T22:50Z 39K followers, 18.4K engagements


"Were working round the clock to knock the cover off the ball in our support for U.S. domestic mineral exploration and to mine baby mine U.S. Secretary of the Interior Doug Burgum said during this Bloomberg interview: Theres been an attack on American energy in this country but even longer than that theres been an attack on mining in our country Just like President Trump says; drill baby drill weve got to get back to mine baby mine. The U.S. graduated [-----] lawyers last year and about [---] people with mining and metallurgical degrees. https://twitter.com/i/web/status/2022273312634577355"  
[X Link](https://x.com/robert_ivanhoe/status/2022273312634577355)  2026-02-13T11:35Z 39K followers, 24.6K engagements


"the free world has got to get back into the mining business and show that with innovation that we can do it and we can do it in a way that protects the environment protects the workers and also protects the economies of these countries and so this is of strategic importance"  
[X Link](https://x.com/robert_ivanhoe/status/2022274449660051821)  2026-02-13T11:39Z 38.9K followers, [----] engagements


"Im telling you Its copper copper copper copper copper"  
[X Link](https://x.com/robert_ivanhoe/status/2022374526277894616)  2026-02-13T18:17Z 39K followers, 201.9K engagements


"Youd save money not needing a diamond but the copper gallium palladium antimony tungsten silver REE barium niobium gold tantalum will set you back a fortune Still kinda hot tbh https://t.co/cp8HdAxK0w Still kinda hot tbh https://t.co/cp8HdAxK0w"  
[X Link](https://x.com/robert_ivanhoe/status/2023067162567426186)  2026-02-15T16:09Z 39K followers, 21.5K engagements


"It costs @IvanhoeMines_ less than [---] cents to find a pound of copper at our Western Forelands exploration project in the DRC and the price of copper today is almost $6.00 per pound"  
[X Link](https://x.com/robert_ivanhoe/status/2023516118057709919)  2026-02-16T21:53Z 39K followers, 92.7K engagements


"BHP said in its recent results that it expects a tight copper market and that data centre demand could grow [--] times to nearly [--] Mtpa by [----]. Given the strong demand outlook combined with the impact of disruptions at our competitors mines grade declines and the slow mine development pipeline we anticipate a continued tight copper market over the next few years. The supply shortfall is expected to be addressed through a combination of greater scrap generation (although trade barriers the fragmented supply-chain and rising collection costs could act as a constraint) recovery in currently"  
[X Link](https://x.com/robert_ivanhoe/status/2023706930959561141)  2026-02-17T10:31Z 39K followers, 26.6K engagements


"We have a molecule crisis. We've had [--] years where all the money went into broadband or internet or Netflix or the cloud and no money went into basic productive capacity of metals"  
[X Link](https://x.com/anyuser/status/1573689905347268614)  2022-09-24T15:04Z 38.9K followers, [----] engagements


"Copper is up approx. 3% to around $3.83 since the quoted thread was published and the situation continues to evolve. Time for an update ๐Ÿงต A thread on some positive takeaways we're hearing on copper right now ๐Ÿงต A thread on some positive takeaways we're hearing on copper right now ๐Ÿงต"  
[X Link](https://x.com/anyuser/status/1726694829160317043)  2023-11-20T20:11Z 38.9K followers, 83.6K engagements


"Immediate Measures to Increase American Mineral Production https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/ https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/"  
[X Link](https://x.com/robert_ivanhoe/status/1902878849500893431)  2025-03-21T00:24Z 38.8K followers, 48.7K engagements


"Immediate Measures to Increase American Mineral Production https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/ https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/"  
[X Link](https://x.com/robert_ivanhoe/status/1912274519256977576)  2025-04-15T22:39Z 38.8K followers, 33.5K engagements


"Banks are back putting out bullish notes on copper again. Most of the action currently is coming on the option side where speculators are buying Call options. Fed likely to cut US interest rates in [--] days time. The copper market could now be revving up for a proper break through $10000/tonne"  
[X Link](https://x.com/robert_ivanhoe/status/1964637854555893941)  2025-09-07T10:32Z 38.8K followers, 12K engagements


"Morgan Stanley on copper supply disruptions: Todays Freeport news adds to ongoing supply disruptions with WoodMac already calculating 3.7% or 900kt of disruptions as of August suggesting room to overshoot the current allowance on a full year view. The new estimates imply a cut of [---] mln lbs (270kt or around 1.2% of mine supply) for [----]. This should tighten the deficit we already model for [----] and brings upside risk to copper prices with support from a weaker USD helping too"  
[X Link](https://x.com/robert_ivanhoe/status/1970896829954043910)  2025-09-24T17:03Z 38.8K followers, 29.2K engagements


"#IvanhoeAtlantic a U.S. mining company is pleased to announce key changes to its leadership team. U.S. Ambassador (Ret.) J. Peter Pham formerly Non-Executive Chairman of the Board assumes the role of Executive Chairman and Interim Chief Executive Officer. Erik Bethel Samantha Carl-Yoder and Daniel Pfeffer have been appointed as non-executive directors replacing Patrick Tsang Ken Lau and Robin Sandenburgh. The appointments support Ivanhoe Atlantics focus on delivery as the Company prepares for future capital raising exclusively in U.S.-aligned markets to fund the construction of its flagship"  
[X Link](https://x.com/robert_ivanhoe/status/2018392235390169215)  2026-02-02T18:33Z 38.9K followers, 15.3K engagements


"I repeat We've had 40+ years where all the money went into broadband or internet or Netflix or the cloud and no money went into basic productive capacity of #metals"  
[X Link](https://x.com/anyuser/status/1619918770142871553)  2023-01-30T04:41Z 38.9K followers, 184.1K engagements


"As copper rallies towards a three-month high ๐Ÿš€ above $3.90/lb. we're seeing the continuation of trends we identified in the past few weeks. ๐Ÿงต"  
[X Link](https://x.com/anyuser/status/1730692160192938129)  2023-12-01T20:55Z 38.9K followers, 48.9K engagements


"Jeff Currie Says#Copper Is the Best Trade Hes Seen in His Career https://www.bloomberg.com/news/articles/2024-05-17/jeff-currie-says-copper-is-the-best-trade-he-s-seen-in-his-careercmpid%3D=socialflow-twitter-markets https://www.bloomberg.com/news/articles/2024-05-17/jeff-currie-says-copper-is-the-best-trade-he-s-seen-in-his-careercmpid%3D=socialflow-twitter-markets"  
[X Link](https://x.com/anyuser/status/1791522818531955042)  2024-05-17T17:34Z 38.9K followers, 70.5K engagements


"Per Bloomberg in '#AI Is Already Wreaking Havoc on Global #Power Systems': Globally there are more than [----] data centers built or in various stages of development up from [----] in [----]. These data centers have the capacity to consume a combined [---] terawatt hours of electricity per year if they were to run constantly. Thats greater than the total annual electricity production for Italy or Australia. By [----] global energy consumption by data centers is expected to top [----] TWh about as much as is used by all of India"  
[X Link](https://x.com/anyuser/status/1804268151686991904)  2024-06-21T21:40Z 38.9K followers, 46.8K engagements


"Gold Oil and #Copper Are in A 'Supercycle' https://www.barrons.com/articles/gold-oil-copper-commodities-supercycle-jeff-currie-bf66686c https://www.barrons.com/articles/gold-oil-copper-commodities-supercycle-jeff-currie-bf66686c"  
[X Link](https://x.com/anyuser/status/1825191635556413745)  2024-08-18T15:22Z 38.9K followers, 71.3K engagements


"Bloomberg on copper today The Global Copper Supply Squeeze Is Coming Copper supply dynamics have rarely looked this tight making the market vulnerable to a shock that could send prices soaring. China meanwhile is absorbing more and more of the worlds available supply as it expands smelting capacity. Thats upping the pressure on others to source feedstock. As competition for copper concentrate heats up Japanese smelters have warned of possible output cuts. The squeeze is increasingly visible in prices. US copper futures trade at record premiums over global benchmarks. Copper stockpiles are"  
[X Link](https://x.com/anyuser/status/1948045132718387416)  2025-07-23T15:38Z 38.9K followers, 30.7K engagements


"Copper and Silver Join Revamped US List of Critical Minerals https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-listembedded-checkout=true https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-listembedded-checkout=true"  
[X Link](https://x.com/anyuser/status/1986496584327000389)  2025-11-06T18:11Z 38.9K followers, 20.4K engagements


"Mining is the most basic of all human endeavors and yet we live in a world where people dont know where things come from NEW: "It's going to get extreme." The great copper squeeze is coming and it will hit everything from computer chips to air conditioners. Read The Big Take https://t.co/rC0lS3OAlu NEW: "It's going to get extreme." The great copper squeeze is coming and it will hit everything from computer chips to air conditioners. Read The Big Take https://t.co/rC0lS3OAlu"  
[X Link](https://x.com/anyuser/status/1572756165724979203)  2022-09-22T01:14Z 38.9K followers, [---] engagements


"#Copper producers warn of lack of mines to meet demand for metal @FT: https://www.ft.com/content/b3ad2631-f8b9-41df-8e2e-b4493738ded8 https://www.ft.com/content/b3ad2631-f8b9-41df-8e2e-b4493738ded8"  
[X Link](https://x.com/anyuser/status/1711449368165773514)  2023-10-09T18:31Z 38.9K followers, 74.5K engagements


"Today in the Times on #copper: A lack of spending on new #copper mines and a boom in demand driven by the energy transition and the rise of artificial intelligence could leave a supply gap of up to [--] per cent by the end of the decade one of the worlds largest independent traders of metals has warned. There will be a [---] million tonne supply gap by the end of this decade Saad Rahim chief economist at Trafigura said. That is like blowing a [--] million barrel-a-day hole in the oil market and yet we keep adding new sources of demand and reducing the amount of supply"  
[X Link](https://x.com/anyuser/status/1785022621110898816)  2024-04-29T19:05Z 38.9K followers, 34.3K engagements


"US launches public-private initiative to develop first-ever Strategic Minerals Reserve (SMR) headquartered at the Hawthorne Army Depot in Mineral County Nevada. The SMR will focus on storing refining and distributing critical minerals including gallium graphite and copper essential for defense systems semiconductors electric vehicles and battery technology. The project supported by the Department of Defense Defense Logistics Agency and Department of Energy aims to address national security concerns and establish a resilient domestic supply chain for critical minerals"  
[X Link](https://x.com/anyuser/status/1958575965380255966)  2025-08-21T17:04Z 38.9K followers, 40.6K engagements


"There isn't going to be a new world without copper metal"  
[X Link](https://x.com/anyuser/status/1591138228392067072)  2022-11-11T18:38Z 38.9K followers, [---] engagements


"The global copper market is entering an age of extremely large deficits https://bit.ly/3Dwch8t https://bit.ly/3Dwch8t"  
[X Link](https://x.com/anyuser/status/1684265935186829312)  2023-07-26T18:14Z 38.9K followers, 74.8K engagements


"A thread on some positive takeaways we're hearing on copper right now ๐Ÿงต"  
[X Link](https://x.com/robert_ivanhoe/status/1724831201456951648)  2023-11-15T16:46Z 38.8K followers, 203.5K engagements


"World Could Be At The "Foothills Of The Next #Copper Cycle" https://www.zerohedge.com/commodities/world-could-be-foothills-next-copper-cycle https://www.zerohedge.com/commodities/world-could-be-foothills-next-copper-cycle"  
[X Link](https://x.com/robert_ivanhoe/status/1735323802647863394)  2023-12-14T15:40Z 38.9K followers, 15.1K engagements


"A #copper bug asks who got #copper https://www.mining.com/web/a-copper-bug-asks-who-got-copper/ https://www.mining.com/web/a-copper-bug-asks-who-got-copper/"  
[X Link](https://x.com/robert_ivanhoe/status/1737529473946546523)  2023-12-20T17:44Z 38.6K followers, 54.4K engagements


"Excellent progress on the Kamoa-Kakula Phase [--] concentrator and mine expansion. Ahead of schedule for Q3 first production. #copper"  
[X Link](https://x.com/robert_ivanhoe/status/1758343677527879737)  2024-02-16T04:12Z 38.8K followers, 27.1K engagements


"Copper price rises to threemonth high amid supply squeeze and trade optimism https://www.mining.com/copper-price-rises-to-three%e2%80%91month-high-amid-supply-squeeze-and-trade-optimism/ https://www.mining.com/copper-price-rises-to-three%e2%80%91month-high-amid-supply-squeeze-and-trade-optimism/"  
[X Link](https://x.com/robert_ivanhoe/status/1940062398704230888)  2025-07-01T14:58Z 38.5K followers, [----] engagements


"Third of chip production could face copper supply disruptions by [----] https://www.mining.com/web/third-of-chip-production-could-face-copper-supply-disruptions-by-2035-pwc-report-says/ https://www.mining.com/web/third-of-chip-production-could-face-copper-supply-disruptions-by-2035-pwc-report-says/"  
[X Link](https://x.com/robert_ivanhoe/status/1942771073281581494)  2025-07-09T02:21Z 38.5K followers, [----] engagements


"US EXIM to invest $100 billion to secure critical mineral supplies https://www.reuters.com/business/energy/us-exim-invest-100-billion-secure-critical-mineral-supplies-ft-says-2025-11-23/ https://www.reuters.com/business/energy/us-exim-invest-100-billion-secure-critical-mineral-supplies-ft-says-2025-11-23/"  
[X Link](https://x.com/robert_ivanhoe/status/1992974803352052223)  2025-11-24T15:13Z 39K followers, 27.3K engagements


"The takeaway from this article is that 'America First' doesnt mean 'Africa last'. The Trump administrations America First doctrine has returned #USAAfrica relations down to their core of economic reciprocity. For African nations willing to engage on those terms the opportunity is real and immediate. Central to this mutual economic opportunity are the rail corridors. They are the real engines driving this transformation. Over the past [--] years the Lobito Rail Corridor funded by the US Government connects the DRC Copperbelt to the Angolan port of Lobito proves this model. as copper has moved"  
[X Link](https://x.com/robert_ivanhoe/status/2014828997201252486)  2026-01-23T22:34Z 38.7K followers, [----] engagements


"If you want to put on a decarbonization trade in commodities the only truly liquid commodity is copper and its the most liquid by a country mile. Coppers unique characteristics mean that it could make oils [----] bull run look like childs play. https://www.mining.com/web/copper-price-slump-will-give-way-to-record-buying-spree-citi-says/ https://www.mining.com/web/copper-price-slump-will-give-way-to-record-buying-spree-citi-says/"  
[X Link](https://x.com/anyuser/status/1666527215012708353)  2023-06-07T19:27Z 38.9K followers, 94K engagements


"Some new notes from Goldman Sachs on copper ๐Ÿงต:"  
[X Link](https://x.com/anyuser/status/1899827167816745234)  2025-03-12T14:17Z 38.9K followers, 84K engagements


"Mining enough copper to develop the world will require its price to more than double says study https://phys.org/news/2025-05-copper-world-require-price.html https://phys.org/news/2025-05-copper-world-require-price.html"  
[X Link](https://x.com/robert_ivanhoe/status/1926299605156651370)  2025-05-24T15:29Z 38.8K followers, 42.4K engagements


"I heard this was a good place to have a conversation. Thank you @Jefferies for having me today at the Green #Metals Summit; more later"  
[X Link](https://x.com/anyuser/status/1570515068605046785)  2022-09-15T20:49Z 38.9K followers, [---] engagements


"We are heading towards a train wreck"  
[X Link](https://x.com/anyuser/status/1639267772130623492)  2023-03-24T14:07Z 38.9K followers, 518.5K engagements


"I have great long-standing respect and admiration for what the Keevil family and its Japanese supporters have accomplished in building a Canadian national mining champion over the past [--] years. A thread on Teck/Glencore ๐Ÿงต@jamesattwood @lesliehook @tbiesheuvel @jacoblorinc"  
[X Link](https://x.com/anyuser/status/1648044013927399425)  2023-04-17T19:21Z 38.9K followers, 99.5K engagements


"Full interview from @business Bloomberg studio in NYC on January [--] . '#Copper to Reach $9500 Per Ton'"  
[X Link](https://x.com/anyuser/status/1750586632850616431)  2024-01-25T18:29Z 38.9K followers, 48.2K engagements


"UBS has tossed its hat into the #copper ring with a bullish report saying a "#copper supply crunch is unavoidable" with price forecast upgrades to $4.50/lb next year and $4.75/lb in [----]. The change of position was described as the bank "pivoting" towards a more constructive view on #copper since the middle of last year: "We know the market is closer to a fundamental inflection point." "Bottom-up developments have been universally positive with material downgrades to [----] mine production guidance pointing to limited supply growth" UBS said. "Following material cuts to mine supply we forecast"  
[X Link](https://x.com/anyuser/status/1766151956807176658)  2024-03-08T17:20Z 38.9K followers, 48.5K engagements


"#Copper cant be mined fast enough to electrify the US https://news.umich.edu/copper-cant-be-mined-fast-enough-to-electrify-the-us/ https://news.umich.edu/copper-cant-be-mined-fast-enough-to-electrify-the-us/"  
[X Link](https://x.com/anyuser/status/1791528791103397906)  2024-05-17T17:58Z 38.9K followers, 27.8K engagements


"Ivanhoe Mines shares rise on strong Q1 results https://www.mining.com/ivanhoe-mines-shares-rise-on-strong-q1-results https://www.mining.com/ivanhoe-mines-shares-rise-on-strong-q1-results"  
[X Link](https://x.com/robert_ivanhoe/status/1918019901333356897)  2025-05-01T19:09Z 38.9K followers, [----] engagements


"Copper Rises as Stocks Continue to Flow Out of LME Warehouses"  
[X Link](https://x.com/anyuser/status/1930677429842112638)  2025-06-05T17:25Z 38.9K followers, 37.8K engagements


"US offers to buy stakes in Australian critical minerals companies https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/ https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/"  
[X Link](https://x.com/robert_ivanhoe/status/1973831585108803636)  2025-10-02T19:24Z 38.9K followers, 33.7K engagements


"S&P Global Ratings have revised their outlook for the Democratic Republic of the Congo to POSITIVE (from stable) following fiscal and external progressForecast growth expected to exceed 5% from [----] to [----]. Rating of B-/B' affirmed. https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3507290 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3507290"  
[X Link](https://x.com/robert_ivanhoe/status/2015676968956461358)  2026-01-26T06:43Z 39K followers, [----] engagements


"There is no energy transition without mining"  
[X Link](https://x.com/robert_ivanhoe/status/1580556048284282880)  2022-10-13T13:48Z 38.8K followers, [---] engagements


"https://www.forbes.com/sites/markledain/2023/03/26/copper-supply-is-a-serious-problem-and-everyone-involved-in-clean-energy-needs-to-listen/ https://www.forbes.com/sites/markledain/2023/03/26/copper-supply-is-a-serious-problem-and-everyone-involved-in-clean-energy-needs-to-listen/"  
[X Link](https://x.com/robert_ivanhoe/status/1640573409603252224)  2023-03-28T04:35Z 38.8K followers, 42K engagements


"Copper inventories in warehouses monitored by the Shanghai Futures Exchange fell by the most on record in tonnage terms in a sign of robust demand in the top metals-consuming country"  
[X Link](https://x.com/anyuser/status/1916332843363430526)  2025-04-27T03:25Z 38.9K followers, 29.2K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@robert_ivanhoe Avatar @robert_ivanhoe Robert Friedland

Robert Friedland posts on X about copper, in the, data, china the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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  • [--] Week [-------] +15%
  • [--] Month [---------] +112%
  • [--] Months [---------] +170%
  • [--] Year [---------] -3.40%

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Mentions Line Chart

  • [--] Week [--] +22%
  • [--] Month [--] +57%
  • [--] Months [---] +55%
  • [--] Year [---] +11%

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CreatorRank Line Chart

Social Influence

Social category influence finance #6968 countries 17.39% stocks 4.35% financial services 2.61% travel destinations 0.87%

Social topic influence copper #71, in the 5.22%, data #664, china 5.22%, metal #865, market 5.22%, the world 4.35%, ai 4.35%, congo #144, platinum #1766

Top accounts mentioned or mentioned by @bomber78a @ivanhoemines @shroomsleep @wesley1684340 @grok @goldtelegraph_ @playertwoq @realdonaldtrump @smartermarkets @davos @robertivanhoe @drjppham @landry_yyyxzz @seanzubick @vishan_29 @govind_ivanhoe @asianobnoxious @ivanhoemines_ @ceotechnician @ccaplp

Top assets mentioned Goldman Sachs (GS) Lockheed Martin Corporation (LMT) BlackRock Inc (BLK) Sociedad Quimica y Minera de Chile SA (SQM) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last [--] hours

"#Copper prices hit a record breaking $5 per pound for the first time https://www.forexlive.com/news/copper-prices-hit-a-record-breaking-5-per-pound-for-the-first-time-20240514/ https://www.forexlive.com/news/copper-prices-hit-a-record-breaking-5-per-pound-for-the-first-time-20240514/"
X Link 2024-05-14T19:22Z 38.9K followers, 19.7K engagements

"America's growing copper crisis finds a promising solution in Arizona's backyard https://www.foxbusiness.com/markets/americas-growing-copper-crisis-finds-promising-solution-arizonas-backyard https://www.foxbusiness.com/markets/americas-growing-copper-crisis-finds-promising-solution-arizonas-backyard"
X Link 2025-07-27T18:55Z 38.8K followers, [----] engagements

"Not only was Sunrise Energy Metals the best performing mining share in the world last year it is also a fact that Ivanhoe Mines holds a [---] per cent royalty on the massive Scandium Cobalt Nickel and Platinum Resources at Syerston in New South Wales Australia. Lockheed Martin has signed an MOU for [--] per cent of the off take from this world leading scandium metals project . with downstream processing to Scandium Metal in the the USA. https://twitter.com/i/web/status/2008162162997395606 https://twitter.com/i/web/status/2008162162997395606"
X Link 2026-01-05T13:02Z 39K followers, 14.1K engagements

"Watch this video of one of the largest data centres on earth under construction in Texas. The video shows the cooling system used for the Ai GPU CHIPS. Its made out of pure copper Copper is used in data centres to transfer heat as well as electricity"
X Link 2026-01-21T14:17Z 39K followers, 77.2K engagements

"I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in soon https://twitter.com/i/web/status/2018758581147873580 https://twitter.com/i/web/status/2018758581147873580"
X Link 2026-02-03T18:48Z 39K followers, 62.1K engagements

"https://www.wsj.com/business/ivanhoe-mines-shares-rise-with-talks-to-supply-u-s-project-vault-with-critical-minerals-a1747a0dst=iWwxD7&reflink=article_copyURL_share https://www.wsj.com/business/ivanhoe-mines-shares-rise-with-talks-to-supply-u-s-project-vault-with-critical-minerals-a1747a0dst=iWwxD7&reflink=article_copyURL_share"
X Link 2026-02-04T19:22Z 39K followers, [----] engagements

"The US as well as China are ahead of the curve in building strategic stockpiles of copper. There will other countries joining the trend soon US copper stockpiles are exploding: Copper inventories at Comex surged to a record [------] short tons last week. Since June [----] copper stockpiles have risen +6400% and now exceed the previous record of [------] short tons set in [----] by 48%. Including off-exchange https://t.co/1vvqqODXRQ US copper stockpiles are exploding: Copper inventories at Comex surged to a record [------] short tons last week. Since June [----] copper stockpiles have risen +6400% and now"
X Link 2026-02-13T19:57Z 39K followers, 22.5K engagements

"Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500. However with your leadership and the Project Vault initiative I am super excited for the future of this incredible industry in America and its future impact for the American economy. https://twitter.com/i/web/status/2018474859567706155 https://twitter.com/i/web/status/2018474859567706155"
X Link 2026-02-03T00:01Z 39K followers, 316.1K engagements

"We took to the stage [--] years ago to deliver the keynote at the very first Mining Indaba. and we have spoken here every year since. Data centres did not exist [--] years ago and therefore nor did the term critical minerals In recent years as the world has rapidly advanced a message we have regularly repeated is that not only is the African continent currently a major source of these critical minerals but the continent will be increasingly relied on in the future"
X Link 2026-02-15T09:08Z 39K followers, 37.4K engagements

"BlackRock Says Investors Focused on Climate Should Buy Miners https://finance.yahoo.com/news/blackrock-says-buy-metals-companies-070000344.html https://finance.yahoo.com/news/blackrock-says-buy-metals-companies-070000344.html"
X Link 2023-10-30T18:01Z 38.4K followers, 36.2K engagements

"Goldman Sachs on #copper:"
X Link 2024-01-23T14:02Z 38.4K followers, 54.2K engagements

"Commodities could be on the verge of a new super cycle https://www.reuters.com/markets/commodities/commodities-could-be-verge-new-super-cycle-2025-09-18/ https://www.reuters.com/markets/commodities/commodities-could-be-verge-new-super-cycle-2025-09-18/"
X Link 2025-09-18T16:31Z 38.9K followers, 36.8K engagements

"The world needs astronomical amounts of copper over the next [--] years. Here is a collection of televised predictions I made about copper over the past [--] years. It did not require clairvoyance to predict where the price of copper is going. Copper is up again this morning at over $5.00/lb ($11000/tonne)"
X Link 2025-10-20T09:11Z 38.9K followers, 27.7K engagements

"Copper price rises on mine struggles Goldman bull flag https://www.mining.com/copper-price-rises-on-mine-struggles-goldman-bull-flag/ https://www.mining.com/copper-price-rises-on-mine-struggles-goldman-bull-flag/"
X Link 2025-10-24T15:25Z 38.4K followers, 16.2K engagements

"Ivanhoe Mines announced today that the first batch of anodes was cast at the Kamoa-Kakula copper smelter https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-first-anode-production-from-kamoa-kakula-copper-smelter/ https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-first-anode-production-from-kamoa-kakula-copper-smelter/"
X Link 2026-01-02T22:24Z 39K followers, 62.1K engagements

"In February [----] Ivanhoe Mines released a study on the robust economics of the tier-one Platreef Mine outlining our path to making it one of the largest producers of precious metals. Today the prices for platinum palladium rhodium and gold are up almost 90% from those used in the study making it even better The Platreef Mine has a once-in-a-generation orebody a discovery so vast that it could feasibly produce [--] million ounces of precious metals for over [---] years. Link to today's Ivanhoe Mines press release on Platreef:"
X Link 2026-01-12T14:53Z 39K followers, 16.4K engagements

"Great meeting with @AsstSecStateAF SBO Nick Checker during the inauguration of @Presi_Doumbouya of #Guinea. Appreciate the support of #USA Government under @realDonaldTrump esp. @StateDept for American company Ivanhoe Atlantic's strategic investment in West Africa"
X Link 2026-01-18T17:24Z 39K followers, 19.4K engagements

"It was an honor speaking with students at @USCEnergys Energy Business Summit about the coming energy crisis and minings role in unlocking the critical minerals and geothermal energy.the #USA so desperately needs to overcome itBravo to the Zage Business of Energy Initiative. Thank you for inviting me. Dont miss the [----] edition. The future of critical minerals is sparking big conversations Hear student reactions to Robert Friedlands October [----] presentation on the future of critical minerals. Save the date for this years Energy Business SummitWednesday September [--] 2026."
X Link 2026-01-23T22:10Z 39K followers, 15.4K engagements

"AI to boost copper demand 50% by [----] but more mines needed to ensure supply S&P says https://www.reuters.com/business/energy/ai-boost-copper-demand-50-by-2040-more-mines-needed-ensure-supply-sp-says-2026-01-08/ https://www.reuters.com/business/energy/ai-boost-copper-demand-50-by-2040-more-mines-needed-ensure-supply-sp-says-2026-01-08/"
X Link 2026-01-26T06:17Z 39K followers, 22.3K engagements

"Pleasure to be back on the @Smarter_Markets podcast while at @Davos last week. #JeffCurrie and I had so much to discuss they made it into a two-part podcast The revenge of the miners is finally here ๐Ÿ‘€ Dont miss the second part coming soon From @Davos @Robert_Ivanhoe joins #JeffCurrie for Part [--] of a two-part Setting Course special on what the revenge of the miners & the real economy means for #copper & other commodity prices and the big themes Jeff is watching for [----] and beyond. https://t.co/GwuXsk9QV8 https://t.co/uisYqrCaIl From @Davos @Robert_Ivanhoe joins #JeffCurrie for Part [--] of a"
X Link 2026-01-26T22:42Z 38.5K followers, 23.4K engagements

"China is the largest consumer of copper globally at 50-55%. Here are some data points for 2025: China Copper consumption = 15.32MT (+3% YoY) China Copper mine production = 1.83MT China Copper Concentrate imports = 7.74MT (+7.6% YoY) China Copper Metal imports = 3.85MT China Copper Blister/Anode imports = 0.80MT China Copper Scrap imports = 2.285MT https://twitter.com/i/web/status/2016353500481937811 https://twitter.com/i/web/status/2016353500481937811"
X Link 2026-01-28T03:31Z 39K followers, 55.7K engagements

"Here is the second part of the @Smarter_Markets podcast we recorded at @Davos. There was so much we discussed it was made into a two-part podcast Sit back and enjoy Welcome to the physical world" Spending by the worlds largest tech giants has moved into power generation grid upgrades & data-center construction tied to the #AI boom. In Part [--] #JeffCurrie & @Robert_Ivanhoe examine what happens when asset-light business models start to Welcome to the physical world" Spending by the worlds largest tech giants has moved into power generation grid upgrades & data-center construction tied to the #AI"
X Link 2026-01-31T22:16Z 37.7K followers, 20.6K engagements

"I recommend reading this research from the Payne Institute for Public Policy at the Colorado School of Mines. It demonstrates with stark clarity that the world is on a collision course between soaring copper demand and the physical limits of how fast we can discover permit finance and build new mines. This is not merely a mining issue. It is an energy issue. A climate issue. A national security issue. In short it is a political issue. https://sciencedirect.com/science/article/pii/S2214629626000526dgcid=author https://sciencedirect.com/science/article/pii/S2214629626000526dgcid=author"
X Link 2026-02-02T18:53Z 37.8K followers, 58.5K engagements

"Congo to ship copper to Saudi Arabia UAE via US-backed venture https://www.mining.com/web/congo-to-ship-copper-to-saudi-arabia-uae-via-us-backed-venture/ https://www.mining.com/web/congo-to-ship-copper-to-saudi-arabia-uae-via-us-backed-venture/"
X Link 2026-02-04T22:48Z 38.4K followers, 10.2K engagements

"It was such a pleasure to speak again with Jennifer Zabasajja on #Bloomberg TV live exactly [--] years to the day when we last spoke at the Mining Indaba. On that occasion we made headlines complaining about the absurd fact that copper was not on the #US Government critical minerals list. That aberration has been more than corrected by the current US Administration with the announcement of #ProjectVault a US Government funded initiative to finance and acquire critical metals for industrialization of its economy. This is indeed great news for Africa as major source of critical minerals which is a"
X Link 2026-02-09T11:15Z 38.5K followers, [----] engagements

"We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological potential beneath the surface. Our Typhoon and CGI platform is uniquely capable of seeing through that cover to illuminate what other technologies cannot. Chile has supplied the world with copper for generations and as demand accelerates we believe the next wave of world-class copper discoveries will be found hidden beneath"
X Link 2026-01-27T17:01Z 38.7K followers, 11.2K engagements

"BofA on copper: The incident at the world's second largest copper mine (Grasberg Indonesia) is set to further tighten the copper market materially. Our Metals Strategist now sees the copper deficit widening to 350kt in [----] and 533kt in [----] versus 25kt in [----]. Copper price forecasts are raised +11.0% to $5.13 per pound (/lb) or $11313 per tonne (/t) in 2026E +12.5% to $6.12/lb or $13501/t in 2027E calling a peak at $6.80/lb or $15000/t by year-end 2027"
X Link 2025-09-29T14:08Z 38.9K followers, 58.4K engagements

"The bottleneck for AI is memory not computing power. The existing AI memory architecture is energy-intensive high-latency and not readily scalable. The problem will only grow as AI models move from data centres to the interface between local devices and networks and the broader internet. The solution may lie in new hardware capable of consolidating both memory and computing on a single chip. Companies like @Groq and @Cerebras which focus on integrating memory and computing are attracting incredible valuations for this very reason. CMOS-compatible memory can be more densely packed thereby"
X Link 2026-02-16T12:17Z 39K followers, 15.1K engagements

"In the Democratic Republic of the Congo @IvanhoeMines_ is now producing 99.7%-pure copper metal our recently completed smelter is the largest and greenest copper smelter in Africa"
X Link 2026-02-16T15:35Z 39K followers, 30.6K engagements

"Copper Buyers Face Biggest Squeeze Since [----] as Stockpiles Drop"
X Link 2025-06-17T16:36Z 38.9K followers, 26.2K engagements

"Historic copper squeeze continues on the LME as cash copper trades at a $379/t premium to three months. This is the highest level since [----] and is signaling a chronic shortage of copper metal. Less than [-----] tonnes are said to be available from the LME copper stocks. As the USA and China are still sucking in cathodes there does not appear to be sufficient metal available"
X Link 2025-06-23T14:16Z 38.9K followers, 33.7K engagements

"Platinum And Palladium: The Next Bubble https://www.forbes.com/sites/digital-assets/2025/07/15/platinum-and-palladium-the-next-bubble/ https://www.forbes.com/sites/digital-assets/2025/07/15/platinum-and-palladium-the-next-bubble/"
X Link 2025-07-17T17:40Z 38.9K followers, 31.6K engagements

"Gold and Silver Are Soaring. Palladium Is About to Break Out. @IvanhoeMines_ Platreef palladium platinum rhodium nickel copper and gold mine entering production very soon.๐Ÿ‘€ https://www.barrons.com/articles/gold-silver-palladium-price-14fd466c https://www.barrons.com/articles/gold-silver-palladium-price-14fd466c"
X Link 2025-09-23T16:46Z 38.9K followers, [----] engagements

"Copper price spikes on Freeports Grasberg force majeure https://www.mining.com/copper-price-spikes-on-freeports-grasberg-force-majeure/ https://www.mining.com/copper-price-spikes-on-freeports-grasberg-force-majeure/"
X Link 2025-09-24T17:04Z 38.9K followers, 26.4K engagements

"Hearing from a trusted source that grid investment is very central to Chinas next [--] Year Plan (to be publicly presented in March 2026).this is very copper intensive. China is apparently planning to increase power grid investment by 30-40% over the next [--] years. This is equivalent to a compounded annual growth rate of 5-5.5% up from 3.3% of annual growth over the past [--] years. In the context of copper this is an increase of roughly [------] tonnes of additional copper demand per year"
X Link 2025-11-02T20:23Z 39K followers, 63.9K engagements

"I am impressed to see the commitment by the United States Government in strengthening their economic cooperation with the Democratic Republic of the Congo. Last week a delegation of more than [---] representatives from the government of the Democratic Republic of the Congo visited Washington to discuss expanding economic cooperation between these two great countries. In attendance from the Congolese side were the highest levels of Government including; Prime Minister Judith Suminwa Tuluka; Deputy Prime Minsiter Minister of Interior Jacquemain Shabani Lukoo; Minister of Communication & Media"
X Link 2025-11-04T22:47Z 38.9K followers, 21.7K engagements

"Our collective efforts in critical raw materials from disruptive exploration technology to refined metals depend on our talented and dedicated human beingsour legions of geologists mining engineers miners and metallurgists are part of the solution in fact the bedrock of the solution as the real world demands for critical metals explodes the fragile and absurd illusions of net present value models and Federal Reserve gibberish Inflation and National Security demands are now upon us and our real world supply chains must be rebuilt with the utmost urgency. As the New Year dawns we are prepared"
X Link 2025-12-31T09:02Z 38.9K followers, 24.9K engagements

"Revenge of the miners The metal you need for electricity flipped the liquid you burn for energy. Were watching the entire global economy switch operating systems https://t.co/kVGFgYK6uc The metal you need for electricity flipped the liquid you burn for energy. Were watching the entire global economy switch operating systems https://t.co/kVGFgYK6uc"
X Link 2026-01-04T13:03Z 38.8K followers, 22K engagements

"The Democratic Republic of Congo will shortly share a list of minerals projects with the US for possible development by American investors https://www.bloomberg.com/news/articles/2026-01-14/congo-to-share-minerals-projects-list-with-us-to-advance-pactutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-14/congo-to-share-minerals-projects-list-with-us-to-advance-pactutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-01-14T20:24Z 38.9K followers, 38.3K engagements

"I had the great pleasure and honour to hear @DavidCopley speak at the Future Minerals Forum and his message electrified the audience. I could not have been more impressed. You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future"
X Link 2026-01-19T18:53Z 38.8K followers, 19K engagements

"LME copper trading at a new all time high this morning at $14125 per tonne"
X Link 2026-01-29T07:53Z 38.9K followers, 63.8K engagements

"It was an extraordinary honor to meet His Holiness Pope Leo XIV in the Vatican and discuss the role of ethical mining and critical minerals needed for economic development as we work towards peace on Earth I would like to extend my deepest gratitude to His Holiness and the Pontifical Commission for Latin America for inviting me to the meeting which took place under the Churchs Building Bridges Initiative. https://www.opis.com/resources/energy-market-news-from-opis/pope-leo-xiv-meets-executives-at-the-vatican-to-discuss-ethical-mining/"
X Link 2026-01-31T19:55Z 39K followers, 57.8K engagements

"Commerce Secretary Howard Lutnick @CommerceGov delivers the clearest and most powerful American message on the centrality of critical metals. Secretary Lutnick on putting America First in the race for critical minerals: While prior administrations were asleep at the wheel the Trump Administration is the opposite. We are the wheeland were driving it forward. Were going to make investments where we need to make https://t.co/MWoJoGb2dN Secretary Lutnick on putting America First in the race for critical minerals: While prior administrations were asleep at the wheel the Trump Administration is the"
X Link 2026-02-04T22:50Z 39K followers, 18.4K engagements

"Were working round the clock to knock the cover off the ball in our support for U.S. domestic mineral exploration and to mine baby mine U.S. Secretary of the Interior Doug Burgum said during this Bloomberg interview: Theres been an attack on American energy in this country but even longer than that theres been an attack on mining in our country Just like President Trump says; drill baby drill weve got to get back to mine baby mine. The U.S. graduated [-----] lawyers last year and about [---] people with mining and metallurgical degrees. https://twitter.com/i/web/status/2022273312634577355"
X Link 2026-02-13T11:35Z 39K followers, 24.6K engagements

"the free world has got to get back into the mining business and show that with innovation that we can do it and we can do it in a way that protects the environment protects the workers and also protects the economies of these countries and so this is of strategic importance"
X Link 2026-02-13T11:39Z 38.9K followers, [----] engagements

"Im telling you Its copper copper copper copper copper"
X Link 2026-02-13T18:17Z 39K followers, 201.9K engagements

"Youd save money not needing a diamond but the copper gallium palladium antimony tungsten silver REE barium niobium gold tantalum will set you back a fortune Still kinda hot tbh https://t.co/cp8HdAxK0w Still kinda hot tbh https://t.co/cp8HdAxK0w"
X Link 2026-02-15T16:09Z 39K followers, 21.5K engagements

"It costs @IvanhoeMines_ less than [---] cents to find a pound of copper at our Western Forelands exploration project in the DRC and the price of copper today is almost $6.00 per pound"
X Link 2026-02-16T21:53Z 39K followers, 92.7K engagements

"BHP said in its recent results that it expects a tight copper market and that data centre demand could grow [--] times to nearly [--] Mtpa by [----]. Given the strong demand outlook combined with the impact of disruptions at our competitors mines grade declines and the slow mine development pipeline we anticipate a continued tight copper market over the next few years. The supply shortfall is expected to be addressed through a combination of greater scrap generation (although trade barriers the fragmented supply-chain and rising collection costs could act as a constraint) recovery in currently"
X Link 2026-02-17T10:31Z 39K followers, 26.6K engagements

"We have a molecule crisis. We've had [--] years where all the money went into broadband or internet or Netflix or the cloud and no money went into basic productive capacity of metals"
X Link 2022-09-24T15:04Z 38.9K followers, [----] engagements

"Copper is up approx. 3% to around $3.83 since the quoted thread was published and the situation continues to evolve. Time for an update ๐Ÿงต A thread on some positive takeaways we're hearing on copper right now ๐Ÿงต A thread on some positive takeaways we're hearing on copper right now ๐Ÿงต"
X Link 2023-11-20T20:11Z 38.9K followers, 83.6K engagements

"Immediate Measures to Increase American Mineral Production https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/ https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/"
X Link 2025-03-21T00:24Z 38.8K followers, 48.7K engagements

"Immediate Measures to Increase American Mineral Production https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/ https://www.whitehouse.gov/presidential-actions/2025/03/immediate-measures-to-increase-american-mineral-production/"
X Link 2025-04-15T22:39Z 38.8K followers, 33.5K engagements

"Banks are back putting out bullish notes on copper again. Most of the action currently is coming on the option side where speculators are buying Call options. Fed likely to cut US interest rates in [--] days time. The copper market could now be revving up for a proper break through $10000/tonne"
X Link 2025-09-07T10:32Z 38.8K followers, 12K engagements

"Morgan Stanley on copper supply disruptions: Todays Freeport news adds to ongoing supply disruptions with WoodMac already calculating 3.7% or 900kt of disruptions as of August suggesting room to overshoot the current allowance on a full year view. The new estimates imply a cut of [---] mln lbs (270kt or around 1.2% of mine supply) for [----]. This should tighten the deficit we already model for [----] and brings upside risk to copper prices with support from a weaker USD helping too"
X Link 2025-09-24T17:03Z 38.8K followers, 29.2K engagements

"#IvanhoeAtlantic a U.S. mining company is pleased to announce key changes to its leadership team. U.S. Ambassador (Ret.) J. Peter Pham formerly Non-Executive Chairman of the Board assumes the role of Executive Chairman and Interim Chief Executive Officer. Erik Bethel Samantha Carl-Yoder and Daniel Pfeffer have been appointed as non-executive directors replacing Patrick Tsang Ken Lau and Robin Sandenburgh. The appointments support Ivanhoe Atlantics focus on delivery as the Company prepares for future capital raising exclusively in U.S.-aligned markets to fund the construction of its flagship"
X Link 2026-02-02T18:33Z 38.9K followers, 15.3K engagements

"I repeat We've had 40+ years where all the money went into broadband or internet or Netflix or the cloud and no money went into basic productive capacity of #metals"
X Link 2023-01-30T04:41Z 38.9K followers, 184.1K engagements

"As copper rallies towards a three-month high ๐Ÿš€ above $3.90/lb. we're seeing the continuation of trends we identified in the past few weeks. ๐Ÿงต"
X Link 2023-12-01T20:55Z 38.9K followers, 48.9K engagements

"Jeff Currie Says#Copper Is the Best Trade Hes Seen in His Career https://www.bloomberg.com/news/articles/2024-05-17/jeff-currie-says-copper-is-the-best-trade-he-s-seen-in-his-careercmpid%3D=socialflow-twitter-markets https://www.bloomberg.com/news/articles/2024-05-17/jeff-currie-says-copper-is-the-best-trade-he-s-seen-in-his-careercmpid%3D=socialflow-twitter-markets"
X Link 2024-05-17T17:34Z 38.9K followers, 70.5K engagements

"Per Bloomberg in '#AI Is Already Wreaking Havoc on Global #Power Systems': Globally there are more than [----] data centers built or in various stages of development up from [----] in [----]. These data centers have the capacity to consume a combined [---] terawatt hours of electricity per year if they were to run constantly. Thats greater than the total annual electricity production for Italy or Australia. By [----] global energy consumption by data centers is expected to top [----] TWh about as much as is used by all of India"
X Link 2024-06-21T21:40Z 38.9K followers, 46.8K engagements

"Gold Oil and #Copper Are in A 'Supercycle' https://www.barrons.com/articles/gold-oil-copper-commodities-supercycle-jeff-currie-bf66686c https://www.barrons.com/articles/gold-oil-copper-commodities-supercycle-jeff-currie-bf66686c"
X Link 2024-08-18T15:22Z 38.9K followers, 71.3K engagements

"Bloomberg on copper today The Global Copper Supply Squeeze Is Coming Copper supply dynamics have rarely looked this tight making the market vulnerable to a shock that could send prices soaring. China meanwhile is absorbing more and more of the worlds available supply as it expands smelting capacity. Thats upping the pressure on others to source feedstock. As competition for copper concentrate heats up Japanese smelters have warned of possible output cuts. The squeeze is increasingly visible in prices. US copper futures trade at record premiums over global benchmarks. Copper stockpiles are"
X Link 2025-07-23T15:38Z 38.9K followers, 30.7K engagements

"Copper and Silver Join Revamped US List of Critical Minerals https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-listembedded-checkout=true https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-listembedded-checkout=true"
X Link 2025-11-06T18:11Z 38.9K followers, 20.4K engagements

"Mining is the most basic of all human endeavors and yet we live in a world where people dont know where things come from NEW: "It's going to get extreme." The great copper squeeze is coming and it will hit everything from computer chips to air conditioners. Read The Big Take https://t.co/rC0lS3OAlu NEW: "It's going to get extreme." The great copper squeeze is coming and it will hit everything from computer chips to air conditioners. Read The Big Take https://t.co/rC0lS3OAlu"
X Link 2022-09-22T01:14Z 38.9K followers, [---] engagements

"#Copper producers warn of lack of mines to meet demand for metal @FT: https://www.ft.com/content/b3ad2631-f8b9-41df-8e2e-b4493738ded8 https://www.ft.com/content/b3ad2631-f8b9-41df-8e2e-b4493738ded8"
X Link 2023-10-09T18:31Z 38.9K followers, 74.5K engagements

"Today in the Times on #copper: A lack of spending on new #copper mines and a boom in demand driven by the energy transition and the rise of artificial intelligence could leave a supply gap of up to [--] per cent by the end of the decade one of the worlds largest independent traders of metals has warned. There will be a [---] million tonne supply gap by the end of this decade Saad Rahim chief economist at Trafigura said. That is like blowing a [--] million barrel-a-day hole in the oil market and yet we keep adding new sources of demand and reducing the amount of supply"
X Link 2024-04-29T19:05Z 38.9K followers, 34.3K engagements

"US launches public-private initiative to develop first-ever Strategic Minerals Reserve (SMR) headquartered at the Hawthorne Army Depot in Mineral County Nevada. The SMR will focus on storing refining and distributing critical minerals including gallium graphite and copper essential for defense systems semiconductors electric vehicles and battery technology. The project supported by the Department of Defense Defense Logistics Agency and Department of Energy aims to address national security concerns and establish a resilient domestic supply chain for critical minerals"
X Link 2025-08-21T17:04Z 38.9K followers, 40.6K engagements

"There isn't going to be a new world without copper metal"
X Link 2022-11-11T18:38Z 38.9K followers, [---] engagements

"The global copper market is entering an age of extremely large deficits https://bit.ly/3Dwch8t https://bit.ly/3Dwch8t"
X Link 2023-07-26T18:14Z 38.9K followers, 74.8K engagements

"A thread on some positive takeaways we're hearing on copper right now ๐Ÿงต"
X Link 2023-11-15T16:46Z 38.8K followers, 203.5K engagements

"World Could Be At The "Foothills Of The Next #Copper Cycle" https://www.zerohedge.com/commodities/world-could-be-foothills-next-copper-cycle https://www.zerohedge.com/commodities/world-could-be-foothills-next-copper-cycle"
X Link 2023-12-14T15:40Z 38.9K followers, 15.1K engagements

"A #copper bug asks who got #copper https://www.mining.com/web/a-copper-bug-asks-who-got-copper/ https://www.mining.com/web/a-copper-bug-asks-who-got-copper/"
X Link 2023-12-20T17:44Z 38.6K followers, 54.4K engagements

"Excellent progress on the Kamoa-Kakula Phase [--] concentrator and mine expansion. Ahead of schedule for Q3 first production. #copper"
X Link 2024-02-16T04:12Z 38.8K followers, 27.1K engagements

"Copper price rises to threemonth high amid supply squeeze and trade optimism https://www.mining.com/copper-price-rises-to-three%e2%80%91month-high-amid-supply-squeeze-and-trade-optimism/ https://www.mining.com/copper-price-rises-to-three%e2%80%91month-high-amid-supply-squeeze-and-trade-optimism/"
X Link 2025-07-01T14:58Z 38.5K followers, [----] engagements

"Third of chip production could face copper supply disruptions by [----] https://www.mining.com/web/third-of-chip-production-could-face-copper-supply-disruptions-by-2035-pwc-report-says/ https://www.mining.com/web/third-of-chip-production-could-face-copper-supply-disruptions-by-2035-pwc-report-says/"
X Link 2025-07-09T02:21Z 38.5K followers, [----] engagements

"US EXIM to invest $100 billion to secure critical mineral supplies https://www.reuters.com/business/energy/us-exim-invest-100-billion-secure-critical-mineral-supplies-ft-says-2025-11-23/ https://www.reuters.com/business/energy/us-exim-invest-100-billion-secure-critical-mineral-supplies-ft-says-2025-11-23/"
X Link 2025-11-24T15:13Z 39K followers, 27.3K engagements

"The takeaway from this article is that 'America First' doesnt mean 'Africa last'. The Trump administrations America First doctrine has returned #USAAfrica relations down to their core of economic reciprocity. For African nations willing to engage on those terms the opportunity is real and immediate. Central to this mutual economic opportunity are the rail corridors. They are the real engines driving this transformation. Over the past [--] years the Lobito Rail Corridor funded by the US Government connects the DRC Copperbelt to the Angolan port of Lobito proves this model. as copper has moved"
X Link 2026-01-23T22:34Z 38.7K followers, [----] engagements

"If you want to put on a decarbonization trade in commodities the only truly liquid commodity is copper and its the most liquid by a country mile. Coppers unique characteristics mean that it could make oils [----] bull run look like childs play. https://www.mining.com/web/copper-price-slump-will-give-way-to-record-buying-spree-citi-says/ https://www.mining.com/web/copper-price-slump-will-give-way-to-record-buying-spree-citi-says/"
X Link 2023-06-07T19:27Z 38.9K followers, 94K engagements

"Some new notes from Goldman Sachs on copper ๐Ÿงต:"
X Link 2025-03-12T14:17Z 38.9K followers, 84K engagements

"Mining enough copper to develop the world will require its price to more than double says study https://phys.org/news/2025-05-copper-world-require-price.html https://phys.org/news/2025-05-copper-world-require-price.html"
X Link 2025-05-24T15:29Z 38.8K followers, 42.4K engagements

"I heard this was a good place to have a conversation. Thank you @Jefferies for having me today at the Green #Metals Summit; more later"
X Link 2022-09-15T20:49Z 38.9K followers, [---] engagements

"We are heading towards a train wreck"
X Link 2023-03-24T14:07Z 38.9K followers, 518.5K engagements

"I have great long-standing respect and admiration for what the Keevil family and its Japanese supporters have accomplished in building a Canadian national mining champion over the past [--] years. A thread on Teck/Glencore ๐Ÿงต@jamesattwood @lesliehook @tbiesheuvel @jacoblorinc"
X Link 2023-04-17T19:21Z 38.9K followers, 99.5K engagements

"Full interview from @business Bloomberg studio in NYC on January [--] . '#Copper to Reach $9500 Per Ton'"
X Link 2024-01-25T18:29Z 38.9K followers, 48.2K engagements

"UBS has tossed its hat into the #copper ring with a bullish report saying a "#copper supply crunch is unavoidable" with price forecast upgrades to $4.50/lb next year and $4.75/lb in [----]. The change of position was described as the bank "pivoting" towards a more constructive view on #copper since the middle of last year: "We know the market is closer to a fundamental inflection point." "Bottom-up developments have been universally positive with material downgrades to [----] mine production guidance pointing to limited supply growth" UBS said. "Following material cuts to mine supply we forecast"
X Link 2024-03-08T17:20Z 38.9K followers, 48.5K engagements

"#Copper cant be mined fast enough to electrify the US https://news.umich.edu/copper-cant-be-mined-fast-enough-to-electrify-the-us/ https://news.umich.edu/copper-cant-be-mined-fast-enough-to-electrify-the-us/"
X Link 2024-05-17T17:58Z 38.9K followers, 27.8K engagements

"Ivanhoe Mines shares rise on strong Q1 results https://www.mining.com/ivanhoe-mines-shares-rise-on-strong-q1-results https://www.mining.com/ivanhoe-mines-shares-rise-on-strong-q1-results"
X Link 2025-05-01T19:09Z 38.9K followers, [----] engagements

"Copper Rises as Stocks Continue to Flow Out of LME Warehouses"
X Link 2025-06-05T17:25Z 38.9K followers, 37.8K engagements

"US offers to buy stakes in Australian critical minerals companies https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/ https://www.reuters.com/business/energy/us-offers-buy-stakes-australian-critical-minerals-companies-2025-10-02/"
X Link 2025-10-02T19:24Z 38.9K followers, 33.7K engagements

"S&P Global Ratings have revised their outlook for the Democratic Republic of the Congo to POSITIVE (from stable) following fiscal and external progressForecast growth expected to exceed 5% from [----] to [----]. Rating of B-/B' affirmed. https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3507290 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3507290"
X Link 2026-01-26T06:43Z 39K followers, [----] engagements

"There is no energy transition without mining"
X Link 2022-10-13T13:48Z 38.8K followers, [---] engagements

"https://www.forbes.com/sites/markledain/2023/03/26/copper-supply-is-a-serious-problem-and-everyone-involved-in-clean-energy-needs-to-listen/ https://www.forbes.com/sites/markledain/2023/03/26/copper-supply-is-a-serious-problem-and-everyone-involved-in-clean-energy-needs-to-listen/"
X Link 2023-03-28T04:35Z 38.8K followers, 42K engagements

"Copper inventories in warehouses monitored by the Shanghai Futures Exchange fell by the most on record in tonnage terms in a sign of robust demand in the top metals-consuming country"
X Link 2025-04-27T03:25Z 38.9K followers, 29.2K engagements

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