#  @paola_rojas Paola Rojas π Paola Rojas π posts on X about stocks, copper, $sgq, $lac the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::33749800/interactions)  - [--] Week [------] +19% - [--] Month [-------] +236% - [--] Months [-------] -11% - [--] Year [---------] -6% ### Mentions: [--] [#](/creator/twitter::33749800/posts_active)  - [--] Month [--] -89% - [--] Months [---] +5% - [--] Year [---] +71% ### Followers: [------] [#](/creator/twitter::33749800/followers)  - [--] Week [------] +0.29% - [--] Month [------] +1.50% - [--] Months [------] +6.90% - [--] Year [------] +14% ### CreatorRank: [-------] [#](/creator/twitter::33749800/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 42.86% [stocks](/list/stocks) 20.3% [countries](/list/countries) 12.78% [cryptocurrencies](/list/cryptocurrencies) 4.51% [travel destinations](/list/travel-destinations) 3.01% [automotive brands](/list/automotive-brands) 1.5% [celebrities](/list/celebrities) 1.5% [musicians](/list/musicians) 1.5% [financial services](/list/financial-services) 0.75% [exchanges](/list/exchanges) 0.75% **Social topic influence** [stocks](/topic/stocks) 13.53%, [copper](/topic/copper) #353, [$sgq](/topic/$sgq) 6.02%, [$lac](/topic/$lac) #41, [investment](/topic/investment) 4.51%, [$nem](/topic/$nem) #30, [$mux](/topic/$mux) #5, [sentiment](/topic/sentiment) 3.76%, [mining](/topic/mining) 3.76%, [gold](/topic/gold) 3.01% **Top accounts mentioned or mentioned by** [@synergyrescap](/creator/undefined) [@markets](/creator/undefined) [@spgenergymetal](/creator/undefined) [@rulingthemarket](/creator/undefined) [@ivanhoemines](/creator/undefined) [@iea](/creator/undefined) [@jbuehler777](/creator/undefined) [@paolarojas](/creator/undefined) [@mining](/creator/undefined) [@wiseonesuk](/creator/undefined) [@botnumber323231](/creator/undefined) [@bhp](/creator/undefined) [@imarcmining](/creator/undefined) [@argusmedia](/creator/undefined) [@capstonemining](/creator/undefined) [@electroncowboy](/creator/undefined) [@chamath](/creator/undefined) [@crusoeai](/creator/undefined) [@yddloneandone](/creator/undefined) [@benchmarkmin](/creator/undefined) **Top assets mentioned** [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Newmont Corporation (NEM)](/topic/$nem) [Realio Network (RIO)](/topic/$rio) [PAN American Silver Corp (PAAS)](/topic/$paas) [MP Materials Corp. (MP)](/topic/$mp) [Credit Suisse Group (CS)](/topic/$cs) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Alien Base (ALB)](/topic/$alb) [BHP Group Limited (BHP)](/topic/$bhp) [American Airlines Group Inc (AAL)](/topic/$aal) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Teck Resources Limited (TECK)](/topic/$teck) [MANTRA (OM)](/topic/$om) [SM Energy Company (SM)](/topic/$sm) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Goldman Sachs (GS)](/topic/goldman-sachs) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Bank of America (BAC)](/topic/bank-of-america) [Morgan Stanley (MS)](/topic/morgan-stanley) [Pulsechain (PLS)](/topic/$pls) [Ero Copper Corp. (ERO)](/topic/$ero) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Toko Token (TKO)](/topic/$tko) [Aeternity (AE)](/topic/$ae) [LAToken (LA)](/topic/$la) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Assemble Protocol (ASM)](/topic/$asm) ### Top Social Posts Top posts by engagements in the last [--] hours "Just in case you wondered why I talk about BHP so often. There is a reason but probably not what you think. Time for a quick story. Yes of course they are the largest miner produce a lot of copper and more. But that's not the only reason they often appear in my comments. Dad worked for them for [--] years starting as a young geo and closing his tenure as country manager for Argentina. He was a copper porphyry expert and had a role in the discovery of Escondida (with [--] of his brothers) and other deposits. @bhp was a big part of my childhood through to my university years. The company had a big" [X Link](https://x.com/paola_rojas/status/1705104934935712152) 2023-09-22T06:21Z 28.9K followers, 13.5K engagements "You are given $100000 but you must buy mining stocks (any commodity/stage). What are you buying π€" [X Link](https://x.com/paola_rojas/status/1925735480106025368) 2025-05-23T02:08Z 28.9K followers, 30.8K engagements "Come to Australia's largest mining conference with me @IMARC_Mining π $SGQ $SM $LEAP" [X Link](https://x.com/paola_rojas/status/1993926538404806723) 2025-11-27T06:15Z 28.9K followers, [----] engagements "Challenges are compounding. Economically viable copper is hard to find. Major deposits are less common and found deeper and deeper. With depth mines become more expensive and technologically complex (even if somewhat easier to permit at least from the social license perspective)" [X Link](https://x.com/paola_rojas/status/1995964294526370229) 2025-12-02T21:12Z 28.9K followers, [----] engagements "The Chinese chokehold on metals is sticky and broad. They still refine at 40-95% of the world's production of [--] out of [--] critical minerals. Rare earths and graphite are among those with the highest risk. π @IEA $LYC $ARU $SGQ" [X Link](https://x.com/paola_rojas/status/2001410884669767806) 2025-12-17T21:55Z 28.9K followers, [----] engagements "Gold already smashed most [----] forecasts: β Jefferies Group $6600 βYardeni Group $6000 βUBS $5400 βGoldman Sachs $5400 β JPMorgan Chase $5055 β Charles Schwab $5055 β Bank of America $5000 β Deutsche Bank $4950 β Morgan Stanley $4800 β Wells Fargo $4500-$4700 And chances are we'll see much more with geopolitics getting murkier by the day. Meanwhile. what's your prediction Source: Yahoo Finance on IG https://twitter.com/i/web/status/2016016255967494252 https://twitter.com/i/web/status/2016016255967494252" [X Link](https://x.com/paola_rojas/status/2016016255967494252) 2026-01-27T05:11Z 28.9K followers, [----] engagements "Heavy rare earths are typically less abundant and harder to extract than their lighter counterparts. While all rare earths are of interest deposits with high heavy REE content are especially appealing opportunities. π @argusmedia $LYC $SGQ $MP" [X Link](https://x.com/paola_rojas/status/2016631173267456246) 2026-01-28T21:55Z 28.9K followers, [----] engagements "πΊ $PLS reported its DecQ'25 result with sales of 232kt up 8% QoQ beating CGe/Street #lithium #stocks" [X Link](https://x.com/paola_rojas/status/2018186414630785323) 2026-02-02T04:55Z 28.9K followers, [----] engagements "π $CS shares are up 13% YTD underperforming peers like $ERO $HBM and $TKO likely due to ongoing disruption at their Mantoverde copper-gold mine in northern Chile. This weekend the mine resumed operations even as the strike continues. As the situation is further resolved price should edge towards $19.50 (CG target). π @CapstoneMining https://twitter.com/i/web/status/2018485268719059086 https://twitter.com/i/web/status/2018485268719059086" [X Link](https://x.com/paola_rojas/status/2018485268719059086) 2026-02-03T00:42Z 28.9K followers, [----] engagements "This weeks gem hunt ft. copper and gold on TSX $CS Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2026/02/03/this-weeks-gem-hunt-ft-copper-and-gold-on-tsx-cs/ https://paolarojas.blog/2026/02/03/this-weeks-gem-hunt-ft-copper-and-gold-on-tsx-cs/" [X Link](https://x.com/paola_rojas/status/2018492178046075059) 2026-02-03T01:10Z 28.9K followers, [---] engagements "Brutal. Most copper deposits discovered over the last 30+ years are not in production. In fact the majority of these haven't progressed much. A growing issue for future demand. π @SPGEnergyMetal @synergyrescap $MUX $FOM $ATX" [X Link](https://x.com/paola_rojas/status/2018775297013756310) 2026-02-03T19:55Z 28.9K followers, [----] engagements "This trend in critical minerals needs to blast off now Plus what we are watching this week across commodities and stocks. https://paolarojas.blog/2026/02/09/this-trend-in-critical-minerals-needs-to-blast-off-now/ https://paolarojas.blog/2026/02/09/this-trend-in-critical-minerals-needs-to-blast-off-now/" [X Link](https://x.com/paola_rojas/status/2020747052737609778) 2026-02-09T06:30Z 28.9K followers, [----] engagements "The whole metals market is underinvested. Painfully so. The rotation can become a tsunami. if things keep moving this fast. But in any event the tech-led new economy needs these asset-heavy 'boring' industries. π @markets" [X Link](https://x.com/paola_rojas/status/2021034674857050246) 2026-02-10T01:33Z 28.9K followers, [----] engagements "@Electron_Cowboy @chamath @CrusoeAI The beauty of copper out and about" [X Link](https://x.com/paola_rojas/status/2021825747112153372) 2026-02-12T05:56Z 28.9K followers, [---] engagements "@RulingTheMarket @IvanhoeMines_ love copper and will continue to add but you need other metals in there as well" [X Link](https://x.com/paola_rojas/status/2022088288321122659) 2026-02-12T23:19Z 28.9K followers, [--] engagements "@YDDL_oneandone @IvanhoeMines_ this is not something scrap alone can solve π§" [X Link](https://x.com/paola_rojas/status/2022181872894353479) 2026-02-13T05:31Z 28.9K followers, [--] engagements "*mentioned stocks: $CUSN $RIO $EFR $CS $AE $GSKR $LA and more. ___ PS: Sign up for our distribution list and receive updates via email" [X Link](https://x.com/paola_rojas/status/2022421521797366263) 2026-02-13T21:24Z 28.9K followers, [---] engagements "A few months ago we did an in-depth video discussing where we saw mineral commodities headed and also posted my short & long-term sentiment for everyone to see. So far so good Its time to make an update so heres my current sentiment in a nutshell. Just to shake things up lets think about each set as actors in a movie. Because why not The stars Not much changed here. I remain bullish short + long term on these and in this order: - Copper: the absolute king long-term demand is now emboldened by the massive infrastructure required for AI data centers (likeOpenAIs Stargate) even if the energy" [X Link](https://x.com/paola_rojas/status/1988469785974411651) 2025-11-12T04:51Z 28.9K followers, [----] engagements "Is it time to invest in nuclear π $NXE $SASK $CCO" [X Link](https://x.com/paola_rojas/status/2013085514224549992) 2026-01-19T03:06Z 28.9K followers, [----] engagements "Copper will win [----]. Which stock are you buying next" [X Link](https://x.com/paola_rojas/status/2015615436575150467) 2026-01-26T02:39Z 28.9K followers, 52.7K engagements "China and the US are leading on grid scale BESS deployments which is bullish for lithium. Nothing wrong there. But guess who's jumping to 3rd place with the existing 2026-7 pipeline. hello down under. π @benchmarkmin $ALB $LAC $LAR" [X Link](https://x.com/paola_rojas/status/2019137685026144377) 2026-02-04T19:55Z 28.9K followers, [----] engagements "Is Qubec a good investment π $PVT $AEM" [X Link](https://x.com/paola_rojas/status/2020715539664945543) 2026-02-09T04:25Z 28.9K followers, [----] engagements "@Jbuehler777 @SPGEnergyMetal I think the problem is the scale of the search in general. There is still exploration happening across the Pacific Rim and elsewhere just not as in the past. Also I think many juniors are holding a porphyry which is large but expensive to progress so some get stranded" [X Link](https://x.com/paola_rojas/status/2021713295515017532) 2026-02-11T22:29Z 28.9K followers, [--] engagements "Pullbacks are healthy. They also give you the opportunity to increase exposure at a better price. Both gold and silver are showing weakness here but let's be honest nothing has changed geopolitically. Just sayin'. $AEM $NEM $PAAS" [X Link](https://x.com/paola_rojas/status/2022143629532491792) 2026-02-13T02:59Z 29K followers, [----] engagements "Pure EV sales may have decelerated but there's one hidden nugget. Hybrids are on the rise as consumers seek to reduce range anxiety. Maybe the future is just. hybrid. π @IEA $ALB $LAC $LAR" [X Link](https://x.com/paola_rojas/status/2012977100685181116) 2026-01-18T19:55Z 29K followers, [----] engagements "BREAKING: Energy Fuels to buy rare earths developer Australian Strategic Materials in a $300M deal per @ReutersCommods $UUUU $EFR $ASM" [X Link](https://x.com/anyuser/status/2013761014479696152) 2026-01-20T23:50Z 28.9K followers, [----] engagements "Talking to an investor group: - Looking for assets to acquire/JV - Jurisdictions: US/Canada/Australia plus certain countries in Latam including Brazil - Commodities: broad interests but especially keen on gold copper and silver - Drilling optional resource or historical production Gearing up to list on a major market. Got assets DM me or submit an opportunity via link in bio. https://twitter.com/i/web/status/2019291199094378930 https://twitter.com/i/web/status/2019291199094378930" [X Link](https://x.com/anyuser/status/2019291199094378930) 2026-02-05T06:05Z 29K followers, [----] engagements "As data centres continue to pop up in the US there's one looming reality. The 'material world' must go into overdrive to supply what the digital world needs. For instance 27t of copper per MW of applied power. $MUX $FOM $ATX π @CleanviewEnergy" [X Link](https://x.com/anyuser/status/2020587237239332887) 2026-02-08T19:55Z 29K followers, 16.8K engagements "What is the prediction for the lithium market π $LAC $LAR" [X Link](https://x.com/paola_rojas/status/2020750763199189250) 2026-02-09T06:45Z 29K followers, [----] engagements "Tiny. That's what newer copper deposits look like against the giants like Collahuasi and Escondida. But not all is lost. Undeveloped projects exist needing bold actions and clarity from governments globally. π @SPGEnergyMetal $MUX $FOM $ATX" [X Link](https://x.com/paola_rojas/status/2021312015659118960) 2026-02-10T19:55Z 29K followers, [----] engagements "Copper exposure is essential now and for the foreseeable future. $IVN $MUX $NEM Robert Friedland @IvanhoeMines_" [X Link](https://x.com/paola_rojas/status/2022027050459045918) 2026-02-12T19:16Z 29K followers, [----] engagements "You are given $100000 but you have to use it on mining stocks. What are you buying π€" [X Link](https://x.com/paola_rojas/status/2003304303516352755) 2025-12-23T03:19Z 29K followers, 28.8K engagements "Whats your most controversial/ contrarian investment idea" [X Link](https://x.com/paola_rojas/status/2022500668775530926) 2026-02-14T02:38Z 29K followers, [----] engagements "The Webb Telescope and NASA's deep space program are outstanding. While we don't know what they'll find years from now we are certain they needed gold titanium copper to even start. Got enough π @MineralsCouncil" [X Link](https://x.com/paola_rojas/status/1956338889276187112) 2025-08-15T12:55Z 27.1K followers, [----] engagements "Probably nothing. Growth and energy are intrinsically linked and China is on a roll. Not hard to see where this is going. π @VisualCap" [X Link](https://x.com/paola_rojas/status/1957184459825971448) 2025-08-17T20:55Z 27.1K followers, 14.3K engagements "@StevenGrandy3 Didnt they change name" [X Link](https://x.com/paola_rojas/status/1957418428626563300) 2025-08-18T12:24Z 27.3K followers, [--] engagements "Source: https://www.visualcapitalist.com/ranked-top-countries-by-annual-electricity-production-1985-2024/ https://www.visualcapitalist.com/ranked-top-countries-by-annual-electricity-production-1985-2024/" [X Link](https://x.com/paola_rojas/status/1957649714524090877) 2025-08-19T03:43Z 27.1K followers, [---] engagements "Crazy. Mines take increasingly longer to build: from less than [--] years to nearly [--] now. Proper permitting is essential but excessive delays can kill the best deposits. Any specific projects youd like to see built π @SPGCIMetals $BHP $RIO $NEM" [X Link](https://x.com/paola_rojas/status/1957939429693161957) 2025-08-19T22:55Z 27.3K followers, [----] engagements "Oh come on Sydney" [X Link](https://x.com/paola_rojas/status/1958139758758285454) 2025-08-20T12:11Z 27.1K followers, [---] engagements "This weeks gem hunt ft. $TOR $CNL $LGC Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/08/21/this-weeks-gem-hunt-ft-tor-cnl-lgc/ https://paolarojas.blog/2025/08/21/this-weeks-gem-hunt-ft-tor-cnl-lgc/" [X Link](https://x.com/paola_rojas/status/1958404999634968951) 2025-08-21T05:45Z 27.8K followers, [----] engagements "@markets Source: https://www.bloomberg.com/news/articles/2025-08-19/turkish-billionaire-strikes-465-million-bhp-brazil-mine-dealsrnd=phx-commodities https://www.bloomberg.com/news/articles/2025-08-19/turkish-billionaire-strikes-465-million-bhp-brazil-mine-dealsrnd=phx-commodities" [X Link](https://x.com/paola_rojas/status/1958464595968049545) 2025-08-21T09:42Z 27.1K followers, [---] engagements "I'm sorry but this needs to be said (again): no mining no energy transition #LeadTheShift Got enough" [X Link](https://x.com/paola_rojas/status/1959222893138661539) 2025-08-23T11:55Z 27.1K followers, [----] engagements "I dare you to read this and NOT invest in rare earths immediately We are at a pivotal point for rare earths. https://paolarojas.blog/2025/08/24/i-dare-you-to-read-this-and-not-invest-in-rees-immediately/ https://paolarojas.blog/2025/08/24/i-dare-you-to-read-this-and-not-invest-in-rees-immediately/" [X Link](https://x.com/paola_rojas/status/1959355015299993645) 2025-08-23T20:40Z 27.1K followers, [----] engagements ""If I had asked people what they wanted they would have said faster horses." Henry Ford" [X Link](https://x.com/paola_rojas/status/1959534582472347858) 2025-08-24T08:33Z 27.1K followers, [----] engagements "@scwilliamson24 unsurprisingly from monazite well done to $efr" [X Link](https://x.com/paola_rojas/status/1960115399774883937) 2025-08-25T23:01Z 27.4K followers, [--] engagements "Here's what were paying attention to this week: - Copper calm: LME and COMEX seem to be back in sync after Trumps tariff decision so expectations are pointing to some quiet times for the metal. Keep an eye though for any stress coming from Chile or Peru output. - Rare earths remain on point: As sentiment for rare earths gains more momentum most of the stocks we follow in the space remain in green. Important to note that there could be a boom in the making similar to lithium in [----] as the markets share many characteristics. Public interest remains high as searches for rare earth are even" [X Link](https://x.com/paola_rojas/status/1960580587548229928) 2025-08-27T05:50Z 27.1K followers, [----] engagements "Taylor Swift got engaged πand the world paid attention. Her ring Unusual yet estimated to be worth up to $1M. But heres what you may not know about diamonds Taylor's choice and why theyre more than just sparkle" [X Link](https://x.com/paola_rojas/status/1961538852402929822) 2025-08-29T21:18Z 27.1K followers, [----] engagements "Her ring is a [--] carat mine cut diamond which means it's hand-cut with rounded corners and chunky facets. This type was especially popular in the 18th and 19th centuries and no two are alike. Truly stunning. Yet the story behind all diamonds is even more fascinating" [X Link](https://x.com/paola_rojas/status/1961538872015507942) 2025-08-29T21:18Z 27.1K followers, [---] engagements "Diamonds are crystalline carbon formed under extreme heat and pressure deep within the Earths mantle. Theyre the hardest known natural material used in jewellery but also in tech and industry. PS: apparently Travis Kelce co-designed Taylor's ring himself" [X Link](https://x.com/paola_rojas/status/1961538887643496823) 2025-08-29T21:18Z 27.1K followers, [---] engagements "Diamonds are mined in just a few places globally. It all starts with prospecting for kimberlite pipes ancient volcanic conduits that carried diamonds to the surface. Top producers include: Russia Botswana Canada Angola South Africa" [X Link](https://x.com/paola_rojas/status/1961538903229567218) 2025-08-29T21:18Z 27.1K followers, [---] engagements "And that's it for today. If you enjoyed this please retweet the start of the thread. Follow me @paola_rojas for more on metals & mining investing. Taylor Swift got engaged πand the world paid attention. Her ring Unusual yet estimated to be worth up to $1M. But heres what you may not know about diamonds Taylor's choice and why theyre more than just sparkle. Taylor Swift got engaged πand the world paid attention. Her ring Unusual yet estimated to be worth up to $1M. But heres what you may not know about diamonds Taylor's choice and why theyre more than just sparkle" [X Link](https://x.com/paola_rojas/status/1961539047375184096) 2025-08-29T21:18Z 27.1K followers, [----] engagements "Sources: https://www.angloamerican.com/our-portfolio/our-products/diamondsproduct=diamonds https://www.harpersbazaar.com/fashion/a65901438/taylor-swift-engagement-ring-details/ https://www.angloamerican.com/our-portfolio/our-products/diamondsproduct=diamonds https://www.harpersbazaar.com/fashion/a65901438/taylor-swift-engagement-ring-details/" [X Link](https://x.com/paola_rojas/status/1961539059660329133) 2025-08-29T21:18Z 27.2K followers, [---] engagements "How to review rare earth projects (Explainer) REEs are heating up but these elements are uniquely nuanced. Let's dig in: https://paolarojas.blog/2025/08/31/rare-earth-deposits-explained/ https://paolarojas.blog/2025/08/31/rare-earth-deposits-explained/" [X Link](https://x.com/paola_rojas/status/1961900531179262394) 2025-08-30T21:15Z 27.2K followers, [----] engagements "π Araxa is located within a carbonatite intrusive complex. Carbonatites often host hard-rock REE deposits. The carbonatite is rich in: - pyrochlore lead niobium mineral - monazite REEs - apatite main phosphate mineral" [X Link](https://x.com/paola_rojas/status/1962257880674881756) 2025-08-31T20:55Z 27.1K followers, [----] engagements "πΊ $LAC on the move +12% over the last month as lithium recovers on supply constraints and China issues" [X Link](https://x.com/paola_rojas/status/1962486355163783466) 2025-09-01T12:03Z 27.3K followers, [----] engagements "Unmissable. Brazil is the niobium capital of the world. Here's what you need to plan your 'city tour' #WA1 $NB $SGQ" [X Link](https://x.com/paola_rojas/status/1962620270402810233) 2025-09-01T20:55Z 27.3K followers, [----] engagements "A military parade as a big event is quite disappointing to see in [----]. I guess humanity has a lot of work to do still" [X Link](https://x.com/paola_rojas/status/1963062841327386916) 2025-09-03T02:13Z 27.2K followers, [----] engagements "@CollectiveMini1 @NYSE @tsx_tsxv @OTCMarkets @MiningOnline @Cdn_Mining_Jrnl @USFunds @KitcoMining @INN_Gold @Investingcom @Ariski73 Damn thats insane ππ»" [X Link](https://x.com/paola_rojas/status/1963390827075702903) 2025-09-03T23:57Z 27.2K followers, [--] engagements "Friendly reminder that as gold rises cut-off grades fall making some deposits suddenly economic and others full-on superstars (for instance projects on the edge dropped before 2019). That's all" [X Link](https://x.com/paola_rojas/status/1964860858439524600) 2025-09-08T01:18Z 27.3K followers, [----] engagements "πΊ $PAAS rocking this year +72% YTD. RSI says there's still room for more. Who's also holding" [X Link](https://x.com/paola_rojas/status/1965385181692358694) 2025-09-09T12:01Z 27.6K followers, [----] engagements "BREAKING: Yes $AAL $TECK plan to merge and create a $50 billion major. (If Canada approves the deal that is) Huge if true. Anglo American said to be in advanced discussions to acquire Teck - would be the biggest mining deal in more than a decade per @markets $AAL $TECK Huge if true. Anglo American said to be in advanced discussions to acquire Teck - would be the biggest mining deal in more than a decade per @markets $AAL $TECK" [X Link](https://x.com/paola_rojas/status/1965388343379984834) 2025-09-09T12:14Z 27.4K followers, [----] engagements "Source: https://www.bloomberg.com/news/articles/2025-09-09/anglo-american-reaches-deal-for-no-premium-merger-with-teck https://www.bloomberg.com/news/articles/2025-09-09/anglo-american-reaches-deal-for-no-premium-merger-with-teck" [X Link](https://x.com/paola_rojas/status/1965388761929535635) 2025-09-09T12:16Z 27.3K followers, [----] engagements "If you learn just [--] things about investing in lithium be it this: - I love it but this sh*t is volatile - Early-stage explorers are risky yet upside potential is BIG - Lithium-ion to remain prevalent battery type for the rest of this decade likely next Dig deeper: Lithium has taken the world by storm. Simply put: the energy transition relies on it. Yet its price has fallen since ATH in [----] and lithium miners and explorers are hurting. But this also creates a stellar contrarian setup for investors. So. Here are [--] reasons to add https://t.co/DWLxXVznPG Lithium has taken the world by storm." [X Link](https://x.com/paola_rojas/status/1965523609784627205) 2025-09-09T21:12Z 27.3K followers, [----] engagements "I was today years old when I found out that cayenne pepper is not actually pepper. Bullish π" [X Link](https://x.com/paola_rojas/status/1965603728935030877) 2025-09-10T02:30Z 27.3K followers, [----] engagements "All I want to know about the iPhone [--] is how much copper it has" [X Link](https://x.com/paola_rojas/status/1965644480331342012) 2025-09-10T05:12Z 27.3K followers, [----] engagements "I'm saying they get Canadian approval due to HQ to be in Vancouver. We shall see" [X Link](https://x.com/paola_rojas/status/1965952103815524836) 2025-09-11T01:34Z 27.3K followers, [---] engagements "This weeks gem hunt ft. $OM and more Direct from our research these [--] mining stocks are on the move due to recent news and activity https://paolarojas.blog/2025/09/11/this-weeks-gem-hunt-ft-om-and-more/ https://paolarojas.blog/2025/09/11/this-weeks-gem-hunt-ft-om-and-more/" [X Link](https://x.com/paola_rojas/status/1965992498448171153) 2025-09-11T04:15Z 27.3K followers, [----] engagements "PS: here are some relevant #lithium peers $ALB $LAC $LAR" [X Link](https://x.com/paola_rojas/status/1966047548717801688) 2025-09-11T07:53Z 27.3K followers, [----] engagements "@MattyK166 What surprises me is the unwillingness to have a dialogue" [X Link](https://x.com/paola_rojas/status/1966065653674332613) 2025-09-11T09:05Z 27.3K followers, [--] engagements "BREAKING: Barrick sells Hemlo mine in Canada for $1.1 billion as it continues to leave its former gold self behind per @mining $B" [X Link](https://x.com/paola_rojas/status/1966294487509942478) 2025-09-12T00:15Z 27.3K followers, [----] engagements "Teck and Anglo American are two of the world's largest mining companies. Combined they'd be worth over $54 billion and a copper powerhouse. This merger could transform the mining sector:" [X Link](https://x.com/paola_rojas/status/1966611528251306457) 2025-09-12T21:15Z 27.4K followers, [----] engagements "Copper is enjoying momentum and both companies have been busy: - divesting assets to clean up their portfolios - building up their copper war chest and - reducing costs For instance $AAL is set to deliver $1.5 billion in savings this year" [X Link](https://x.com/paola_rojas/status/1966611560790630709) 2025-09-12T21:15Z 27.3K followers, [---] engagements "Anglo is going through deep changes after turning the business around and fending off $BHP last year. They already divested PGMs and are progressing sales of coal nickel and diamond units. On the same tack Teck completed the sale of its coal business to Glencore in 2024" [X Link](https://x.com/paola_rojas/status/1966611577857278198) 2025-09-12T21:15Z 27.3K followers, [---] engagements "Copper is the main driver behind the merger. The combined entity is set to produce as much copper as BHP and Glencore together and strongly compete with Antofagasta and Freeport. Anglo already had 1Mtpa as target the merger would push them up to 1.35Mt. Iron ore and zinc round up the play" [X Link](https://x.com/paola_rojas/status/1966611593808216281) 2025-09-12T21:15Z 27.3K followers, [---] engagements "Joining forces to combine and unlock synergies (see what I did there haha) between Quebrada Blanca and Collahuasi in Chile. Costs would seriously lower for the combined operation (and also for Los Bronces) and be massive for the country that produces more copper than any other" [X Link](https://x.com/paola_rojas/status/1966611661927968880) 2025-09-12T21:15Z 27.4K followers, [---] engagements "Meanwhile both companies are up on the news. $AAL up 12% $TECK 24% over the last few days and there's room for growth as they complete the combination. I reckon they get Canadian approval with relative ease due to HQ to be in Vancouver. We shall see" [X Link](https://x.com/paola_rojas/status/1966611677375590679) 2025-09-12T21:15Z 27.6K followers, [---] engagements "And that's it for today. If you enjoyed this please retweet the start of the thread. Follow me @paola_rojas for more on investing metals and the future. Teck and Anglo American are two of the world's largest mining companies. Combined they'd be worth over $54 billion and a copper powerhouse. This merger could transform the mining sector: Teck and Anglo American are two of the world's largest mining companies. Combined they'd be worth over $54 billion and a copper powerhouse. This merger could transform the mining sector:" [X Link](https://x.com/paola_rojas/status/1966611689824284905) 2025-09-12T21:15Z 27.3K followers, [----] engagements "Sources: Presentations for both companies merger announcement and presentation on their respective websites" [X Link](https://x.com/paola_rojas/status/1966611701891297651) 2025-09-12T21:15Z 27.3K followers, [---] engagements "The future is mineral-intensive. We've got some transformative decades ahead" [X Link](https://x.com/paola_rojas/status/1967117153137815816) 2025-09-14T06:44Z 27.3K followers, [----] engagements "Get ready to pivot your mining portfolio to include these players Plus what we are watching this week across commodities and stocks. https://paolarojas.blog/2025/09/15/get-ready-to-pivot-your-mining-portfolio-to-these-players/ https://paolarojas.blog/2025/09/15/get-ready-to-pivot-your-mining-portfolio-to-these-players/" [X Link](https://x.com/paola_rojas/status/1967472246328267147) 2025-09-15T06:15Z 27.8K followers, [----] engagements "Exxon invented a new form of synthetic graphite currently being tested by several EV makers. Growing threat for natural graphite producers. coming from the creators of the lithium-ion battery back in [----]. $XOM π° @markets" [X Link](https://x.com/paola_rojas/status/1967559596098089319) 2025-09-15T12:02Z 27.4K followers, [----] engagements "The main reason I'm bearish on natural graphite: https://x.com/paola_rojas/status/1891778433396638190 My current sentiment in a nutshell: Bullish short + long term - copper - gold - silver Bullish long-term (despite current weakness/volatility needs patience to recover and active portfolio management) - lithium - uranium Bearish for the foreseeable future - cobalt: I learned https://x.com/paola_rojas/status/1891778433396638190 My current sentiment in a nutshell: Bullish short + long term - copper - gold - silver Bullish long-term (despite current weakness/volatility needs patience to recover" [X Link](https://x.com/paola_rojas/status/1967763748254540200) 2025-09-16T01:33Z 27.4K followers, [----] engagements "Source: https://www.bloomberg.com/news/articles/2025-09-12/exxon-xom-says-graphite-invention-boosts-ev-battery-life-by-30-extends-range https://www.bloomberg.com/news/articles/2025-09-12/exxon-xom-says-graphite-invention-boosts-ev-battery-life-by-30-extends-range" [X Link](https://x.com/paola_rojas/status/1967778313176490286) 2025-09-16T02:31Z 27.4K followers, [---] engagements "Review Aclara Resources (TSX: $ARA) with me a Rare Earth Play with a Twist https://www.youtube.com/watchv=URQSuThNtWk https://www.youtube.com/watchv=URQSuThNtWk" [X Link](https://x.com/paola_rojas/status/1967809465870115037) 2025-09-16T04:35Z 27.3K followers, [----] engagements "*mentioned stocks: $RIO $ABX $PCU $MGM $PRE $ZNC $OM and more. ___ PS: Subscribe to receive these weekly updates via email for free" [X Link](https://x.com/paola_rojas/status/1967825548341858530) 2025-09-16T05:39Z 27.8K followers, [---] engagements "πΊ $OR up 2% overnight. Getting awfully close to 100% YTD. Slap Osisko on anything and I'll jump even if they remove it when it wins #gold #stocks" [X Link](https://x.com/paola_rojas/status/1967921972525851082) 2025-09-16T12:02Z 27.5K followers, [---] engagements "Hey hey Permitting delays can be devastating for both miners and explorers. Any recent downers from your portfolio $RIO" [X Link](https://x.com/paola_rojas/status/1968056092165898357) 2025-09-16T20:55Z 27.4K followers, [----] engagements "Heres what were watching this week across commodity markets: Gold and silver rally continues: Gold hit $3650/oz and silver reached $41.20/oz driven by expectations of multiple Fed rate cuts. Analysts now forecast gold to test $4000/oz in [----] with silver potentially breaking $50/oz. Central bank buying and dollar weakness are reinforcing bullish sentiment. In addition ANZ raised its year-end gold price forecast to $3800/oz; said prices could peak at $4000 by mid next year on robust investment demand for bullion Copper steady but risks loom: Copper futures are hovering around $4.58/lb up 2%" [X Link](https://x.com/paola_rojas/status/1968062092227031528) 2025-09-16T21:19Z 27.4K followers, [----] engagements "Here's something cool. The US is in discussions with IDFC Orion Resource Partners to establish a $5 billion fund to invest in critical minerals. LFG" [X Link](https://x.com/paola_rojas/status/1968105723277242710) 2025-09-17T00:12Z 27.3K followers, [----] engagements "$TSLA on a roll. They will produce more electric cars at their German factory on improved expectations for EV demand. Bullish π @markets" [X Link](https://x.com/paola_rojas/status/1968454974926450990) 2025-09-17T23:20Z 27.3K followers, [----] engagements "Clever. 'The USA has relied on magnets even for the powerful Samarium Cobalt magnets used in F-35 fighters from China. St George through its downstream strategic alliance in the US is perfectly positioned to contribute to establishing a US domestic supply chain for these important magnets.' $SGQ" [X Link](https://x.com/paola_rojas/status/1968493664658931925) 2025-09-18T01:53Z 27.3K followers, [----] engagements "it'll be interesting how much more upside $MP can get in their current form because they already have attracted a lot. I would expect more interest flowing to their peers. Of course if they can build their magnets sooner then all bets are off Tech valuations are on another level" [X Link](https://x.com/paola_rojas/status/1968551026497310823) 2025-09-18T05:41Z 27.3K followers, [--] engagements "This weeks gem hunt ft. copper and rare earths Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/09/18/this-weeks-gem-hunt-ft-copper-and-rare-earths-2/ https://paolarojas.blog/2025/09/18/this-weeks-gem-hunt-ft-copper-and-rare-earths-2/" [X Link](https://x.com/paola_rojas/status/1968556893212647457) 2025-09-18T06:05Z 27.4K followers, [---] engagements "If you wanted [--] reasons to invest in copper here they are: - Long term demand for EVs decarbonisation AI - Fewer mines being built discovery rate has plummeted - Projections say we'll need 2x more copper over the next [--] years vs the previous period Dig deeper: Copper is the most important metal. Quite simply: no copper no energy transition. Yet its price has fallen since ATH in [----] as the world decelerates and struggles with inflation. But this also creates a brilliant contrarian setup for investors. So. Here are [--] reasons to https://t.co/JwCqhGD6sk Copper is the most important metal. Quite" [X Link](https://x.com/paola_rojas/status/1968785855633572029) 2025-09-18T21:15Z 27.4K followers, [----] engagements "Betting on Argentina: BHP Glencore Mining Potential and the Milei Factor https://www.youtube.com/watchv=rWi-X-9pDRk https://www.youtube.com/watchv=rWi-X-9pDRk" [X Link](https://x.com/paola_rojas/status/1968869482639552716) 2025-09-19T02:47Z 27.4K followers, [----] engagements "Global copper demand is forecasted to increase by 70% over the next [--] years with other critical minerals chasing behind. To get there the investment required may be as high as $2 trillion. But heres the thing. Supply may not come from where youd expect: Heres what $BHP said about investment: We estimate the total bill for all expansion capex from 2025-2034 to be around a quarter of a trillion US dollars $250B (in [----] real dollars). This represents a significant increase from the previous [--] years where the total spend on copper projects was approximately US$150 billion. More broadly" [X Link](https://x.com/paola_rojas/status/1969148747759435916) 2025-09-19T21:17Z 27.7K followers, [----] engagements "Wow. Longview says gold is frothy and investors should be getting out. What's your take π° @Lvieweconomics" [X Link](https://x.com/paola_rojas/status/1970096203577561231) 2025-09-22T12:01Z 27.4K followers, [----] engagements "Newmont $NEM is Just Warming Up (Here are [--] Reasons Why) https://www.youtube.com/watchv=l3yBiYIhBrM https://www.youtube.com/watchv=l3yBiYIhBrM" [X Link](https://x.com/paola_rojas/status/1970350472688210149) 2025-09-23T04:52Z 27.4K followers, [----] engagements "Heres what were watching this week across commodity markets: Lithium sentiment mixed prices volatile: Lithium carbonate prices rebounded slightly this week to CNY 73500/t ($10575/t) but remain down 14% month-on-month. CATLs Jiangxi mine is reportedly restarting UBS and Benchmark see upside risk for [--------] but near-term pricing remains under pressure. Copper steady but volatility risk remains: Copper futures are holding above $4.55/lb up 3.4% over the past month. Chilean output is rebounding but J.P. Morgan expects a multi-month destocking cycle in the U.S. as tariffs unwind and Chinese" [X Link](https://x.com/paola_rojas/status/1970596816283672610) 2025-09-23T21:11Z 27.4K followers, [----] engagements "This is big. $NVDA $100 billion investment in OpenAI to build new data centres and related AI infrastructure implies a deployment of 10GW of power (equivalent to [--] million homes). Bullish for copper uranium and more commodities. π @markets" [X Link](https://x.com/paola_rojas/status/1970653206624489479) 2025-09-24T00:55Z 27.4K followers, [----] engagements "πΊ $LAC pops after hours on the Trump administration's intention of taking a 10% equity stake. Multi-billion market cap here we go #lithium #stocks" [X Link](https://x.com/paola_rojas/status/1970820985050767394) 2025-09-24T12:01Z 27.6K followers, [----] engagements "And it keeps going. $LAC" [X Link](https://x.com/paola_rojas/status/1970997643624186209) 2025-09-24T23:43Z 27.4K followers, [----] engagements "Hey hey Australia is the largest producer of #lithium globally. Whats your exposure to this key region" [X Link](https://x.com/paola_rojas/status/1971006785134760227) 2025-09-25T00:20Z 27.4K followers, [----] engagements "Copper on track for further lifts on $FCX temporary shutdown at their mammoth mine Grasberg in Indonesia π³" [X Link](https://x.com/paola_rojas/status/1971035957433663579) 2025-09-25T02:16Z 27.6K followers, [----] engagements "This weeks gem hunt ft. lithium $SGQ and more Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/09/25/this-weeks-gem-hunt-ft-lithium-sgq-and-more/ https://paolarojas.blog/2025/09/25/this-weeks-gem-hunt-ft-lithium-sgq-and-more/" [X Link](https://x.com/paola_rojas/status/1971074732754698263) 2025-09-25T04:50Z 27.4K followers, [----] engagements "π $SGQ well-positioned for an extremely low-cost operation. Other miners may need to process 3-4Mt whereas they can free-dig 200kt to achieve the same results. Winning" [X Link](https://x.com/paola_rojas/status/1971121292028834079) 2025-09-25T07:55Z 27.4K followers, [----] engagements "Hey hey Identifying potential red flags is key to risk management. Which are some of your go-tos" [X Link](https://x.com/paola_rojas/status/1971317588874440939) 2025-09-25T20:55Z 27.4K followers, [----] engagements "How to become a mining investor in [--] steps: [--]. Be optimistic & have an open mind β [--]. Go to conferences and meet CEOs in person β [--]. Learn what makes a good mining project so you can identify gems β Not easy but 100% doable. Dig deeper: You don't need to be a geologist to invest in mining. There I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it: (the hardest bit by the end) You don't need to be a geologist to invest in mining. There I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it: (the" [X Link](https://x.com/paola_rojas/status/1971321815701258574) 2025-09-25T21:12Z 27.6K followers, [----] engagements "This statement by $MP seems a little fearful to me. I think more players are coming but they still have the 'first mover' advantage. Chill out. MP Materials the US rare earths producer thats received government investment to support construction of domestic capacity is warning the unprecedented move wont be easily repeated for other companies. $MP https://t.co/5TymN6JzVS MP Materials the US rare earths producer thats received government investment to support construction of domestic capacity is warning the unprecedented move wont be easily repeated for other companies. $MP" [X Link](https://x.com/paola_rojas/status/1971400670738858217) 2025-09-26T02:25Z 27.5K followers, [----] engagements "On Instagram I am testing new ideas a mixture of investing commodities and my sailing adventures. Here's a fun video https://www.instagram.com/p/DOmcof8D5eK/ https://www.instagram.com/p/DOmcof8D5eK/" [X Link](https://x.com/paola_rojas/status/1971544069802181004) 2025-09-26T11:55Z 27.5K followers, [----] engagements "This is getting serious ππ» $PAAS $AG" [X Link](https://x.com/paola_rojas/status/1972159740248838355) 2025-09-28T04:41Z 27.8K followers, [----] engagements "Fundamental truth: Civilisation relies on minerals" [X Link](https://x.com/paola_rojas/status/1972220624237220011) 2025-09-28T08:43Z 27.4K followers, [----] engagements "ICYMI: From a gold producer with BIG ambitions to a lithium surprise Plus what we are watching across commodities and stocks. https://paolarojas.blog/2025/09/29/icymi-a-gold-producer-with-big-ambitions-to-a-lithium-surprise-story/ https://paolarojas.blog/2025/09/29/icymi-a-gold-producer-with-big-ambitions-to-a-lithium-surprise-story/" [X Link](https://x.com/paola_rojas/status/1972545676731920861) 2025-09-29T06:15Z 27.4K followers, [----] engagements "Rate earths are enabling the next frontier and heres why π€π¦Ύ" [X Link](https://x.com/paola_rojas/status/1972619878747210105) 2025-09-29T11:10Z 27.4K followers, [----] engagements "Hey hey Given that silver is ripping smashing $47/oz. which are your favourite explorers or producers $PAAS" [X Link](https://x.com/paola_rojas/status/1972797334086922646) 2025-09-29T22:55Z 27.8K followers, [----] engagements "YES Amazing to see $NEM" [X Link](https://x.com/paola_rojas/status/1972811703999140326) 2025-09-29T23:52Z 27.7K followers, [----] engagements "Hey hey As mining processing tech improves grades previously considered uneconomic become minable. Any stellar examples you're following" [X Link](https://x.com/paola_rojas/status/1973129529230049589) 2025-09-30T20:55Z 27.4K followers, [----] engagements "*mentioned stocks: $NEM $ARA $SGQ $FF $LAC and more. ___ PS: Subscribe to receive these weekly updates via email for free" [X Link](https://x.com/paola_rojas/status/1973303621296202027) 2025-10-01T08:27Z 27.4K followers, [--] engagements "Hey hey NASA found promising evidence that life may have existed on Mars. They discovered iron as vivianite and greigite minerals a chemical signature associated with biological processes where organic matter is used as an energy source.Cool isn't it" [X Link](https://x.com/paola_rojas/status/1973854303887458396) 2025-10-02T20:55Z 27.6K followers, [----] engagements "Permitting remains an unsolved -and long- problem and the main bottleneck. Unsurprisingly companies want to balance strong standards with simpler more predictable processes. Amen to that. But not all is roses" [X Link](https://x.com/paola_rojas/status/1974236851709137328) 2025-10-03T22:15Z 27.6K followers, [----] engagements "On the bearish side presenters said prices are 'a little ahead of fundamentals' (happening a lot these days huh). Chinese demand is seen as slowing in H2 vs strong growth in H1 and before Grasberg. Alas the refined market is in clear surplus. Yet" [X Link](https://x.com/paola_rojas/status/1974236863486713984) 2025-10-03T22:15Z 27.6K followers, [----] engagements "Side note: in case you're shocked this is in the note I promise I'm not cherry picking. I was shocked too but need I remind you that Argentina and Chile share a +5000km border by the Andes Argentina will become a leading copper producer. When The billion lb question $MUX" [X Link](https://x.com/paola_rojas/status/1974236922894823645) 2025-10-03T22:15Z 27.8K followers, [----] engagements "This weeks gem hunt ft. gold and a rare earth surprise Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/10/08/this-weeks-gem-hunt-ft-gold-and-a-rare-earth-surprise/ https://paolarojas.blog/2025/10/08/this-weeks-gem-hunt-ft-gold-and-a-rare-earth-surprise/" [X Link](https://x.com/paola_rojas/status/1975717824107512238) 2025-10-08T00:20Z 27.8K followers, [----] engagements "If you thought $gold was finished rallying i got bad news for you" [X Link](https://x.com/paola_rojas/status/1975835014156992772) 2025-10-08T08:05Z 27.8K followers, [----] engagements "To invest in mining & metals you need at least a basic knowledge of these crucial concepts: Difference between resources and reserves Deposit types and characteristics Mining industrys lifecycle Info in economic studies What is a good grade Time to start" [X Link](https://x.com/paola_rojas/status/1976395501529596266) 2025-10-09T21:13Z 27.7K followers, [----] engagements "Perplexity talking about rare earths. Nothing to see here π Oct [--] 2025: China's Ministry of Commerce issued Announcements No. [--] & [--] expanding rare earth export controls to [--] of [--] elements and imposing extraterritorial licensing requirements. This is direct retaliation for U.S. semiconductor export bans announced days earlier. https://t.co/d6iBDZy2Jz Oct [--] 2025: China's Ministry of Commerce issued Announcements No. [--] & [--] expanding rare earth export controls to [--] of [--] elements and imposing extraterritorial licensing requirements. This is direct retaliation for U.S. semiconductor export" [X Link](https://x.com/paola_rojas/status/1976574271888711885) 2025-10-10T09:03Z 27.7K followers, [----] engagements "Sydney-based/coming for IMARC investors: We're hosting an investor lunch to showcase a new producer. DM your email if you'd like an invite. Just a few spots left" [X Link](https://x.com/paola_rojas/status/1977866870129643561) 2025-10-13T22:39Z 27.8K followers, [----] engagements "Source: https://www.forbes.com/sites/kirkogunrinde/2025/10/13/rare-earth-stocks-surge-on-jpmorgans-15-trillion-us-investment-pledge/ https://www.forbes.com/sites/kirkogunrinde/2025/10/13/rare-earth-stocks-surge-on-jpmorgans-15-trillion-us-investment-pledge/" [X Link](https://x.com/paola_rojas/status/1977928596858544201) 2025-10-14T02:45Z 27.8K followers, [----] engagements "@mining Source: https://www.mining.com/capstone-sells-25-of-chile-projects-to-orion-for-360m/ https://www.mining.com/capstone-sells-25-of-chile-projects-to-orion-for-360m/" [X Link](https://x.com/paola_rojas/status/1978251387570971031) 2025-10-15T00:07Z 27.8K followers, [---] engagements "What if those who know how to invest in mining & energy assets had an edge in today's market Oh wait. π₯ has anybody done the math how many hundreds of new nuclear power plants the US will need by [----] for all these AI daily circle jerk deals to be powered has anybody done the math how many hundreds of new nuclear power plants the US will need by [----] for all these AI daily circle jerk deals to be powered" [X Link](https://x.com/paola_rojas/status/1978263887821541782) 2025-10-15T00:57Z 27.8K followers, [----] engagements "Digital is fantastic but we still need hard assets to support it. The world is waking up to the reality that mining was never the evil to be vanquished but rather the enabler to work with. Hit it" [X Link](https://x.com/paola_rojas/status/1978281203758248131) 2025-10-15T02:06Z 27.8K followers, [----] engagements "Reshoring is the name of the game. [--] themes and [--] sub areas including critical minerals $JPM" [X Link](https://x.com/paola_rojas/status/1978580352647283028) 2025-10-15T21:54Z 27.8K followers, [---] engagements "Chile's SONAMI estimates that 40% of the investment in #mining is paralyzed #latinamerica http://t.co/phcVtkNLZq http://lnkd.in/fQaCBk http://lnkd.in/fQaCBk" [X Link](https://x.com/paola_rojas/status/354043372027133952) 2013-07-08T01:04Z 24.8K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@paola_rojas Paola Rojas πPaola Rojas π posts on X about stocks, copper, $sgq, $lac the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 42.86% stocks 20.3% countries 12.78% cryptocurrencies 4.51% travel destinations 3.01% automotive brands 1.5% celebrities 1.5% musicians 1.5% financial services 0.75% exchanges 0.75%
Social topic influence stocks 13.53%, copper #353, $sgq 6.02%, $lac #41, investment 4.51%, $nem #30, $mux #5, sentiment 3.76%, mining 3.76%, gold 3.01%
Top accounts mentioned or mentioned by @synergyrescap @markets @spgenergymetal @rulingthemarket @ivanhoemines @iea @jbuehler777 @paolarojas @mining @wiseonesuk @botnumber323231 @bhp @imarcmining @argusmedia @capstonemining @electroncowboy @chamath @crusoeai @yddloneandone @benchmarkmin
Top assets mentioned Lithium Americas Corp. Common Shares (LAC) Newmont Corporation (NEM) Realio Network (RIO) PAN American Silver Corp (PAAS) MP Materials Corp. (MP) Credit Suisse Group (CS) Eaton Vance Senior Floating-Rate Fund (EFR) Alien Base (ALB) BHP Group Limited (BHP) American Airlines Group Inc (AAL) Agnico Eagle Mines Ltd. (AEM) Teck Resources Limited (TECK) MANTRA (OM) SM Energy Company (SM) JPMorgan Chase (JPM) Goldman Sachs (GS) Charles Schwab Corporation (SCHW) Bank of America (BAC) Morgan Stanley (MS) Pulsechain (PLS) Ero Copper Corp. (ERO) Hudbay Minerals Inc. (HBM) Toko Token (TKO) Aeternity (AE) LAToken (LA) NexGen Energy Ltd. (NXE) Clear Channel Outdoor Holdings, Inc. (CCO) Energy Fuels Inc. (UUUU) Assemble Protocol (ASM)
Top posts by engagements in the last [--] hours
"Just in case you wondered why I talk about BHP so often. There is a reason but probably not what you think. Time for a quick story. Yes of course they are the largest miner produce a lot of copper and more. But that's not the only reason they often appear in my comments. Dad worked for them for [--] years starting as a young geo and closing his tenure as country manager for Argentina. He was a copper porphyry expert and had a role in the discovery of Escondida (with [--] of his brothers) and other deposits. @bhp was a big part of my childhood through to my university years. The company had a big"
X Link 2023-09-22T06:21Z 28.9K followers, 13.5K engagements
"You are given $100000 but you must buy mining stocks (any commodity/stage). What are you buying π€"
X Link 2025-05-23T02:08Z 28.9K followers, 30.8K engagements
"Come to Australia's largest mining conference with me @IMARC_Mining π $SGQ $SM $LEAP"
X Link 2025-11-27T06:15Z 28.9K followers, [----] engagements
"Challenges are compounding. Economically viable copper is hard to find. Major deposits are less common and found deeper and deeper. With depth mines become more expensive and technologically complex (even if somewhat easier to permit at least from the social license perspective)"
X Link 2025-12-02T21:12Z 28.9K followers, [----] engagements
"The Chinese chokehold on metals is sticky and broad. They still refine at 40-95% of the world's production of [--] out of [--] critical minerals. Rare earths and graphite are among those with the highest risk. π @IEA $LYC $ARU $SGQ"
X Link 2025-12-17T21:55Z 28.9K followers, [----] engagements
"Gold already smashed most [----] forecasts: β Jefferies Group $6600 βYardeni Group $6000 βUBS $5400 βGoldman Sachs $5400 β
JPMorgan Chase $5055 β
Charles Schwab $5055 β
Bank of America $5000 β
Deutsche Bank $4950 β
Morgan Stanley $4800 β
Wells Fargo $4500-$4700 And chances are we'll see much more with geopolitics getting murkier by the day. Meanwhile. what's your prediction Source: Yahoo Finance on IG https://twitter.com/i/web/status/2016016255967494252 https://twitter.com/i/web/status/2016016255967494252"
X Link 2026-01-27T05:11Z 28.9K followers, [----] engagements
"Heavy rare earths are typically less abundant and harder to extract than their lighter counterparts. While all rare earths are of interest deposits with high heavy REE content are especially appealing opportunities. π @argusmedia $LYC $SGQ $MP"
X Link 2026-01-28T21:55Z 28.9K followers, [----] engagements
"πΊ $PLS reported its DecQ'25 result with sales of 232kt up 8% QoQ beating CGe/Street #lithium #stocks"
X Link 2026-02-02T04:55Z 28.9K followers, [----] engagements
"π $CS shares are up 13% YTD underperforming peers like $ERO $HBM and $TKO likely due to ongoing disruption at their Mantoverde copper-gold mine in northern Chile. This weekend the mine resumed operations even as the strike continues. As the situation is further resolved price should edge towards $19.50 (CG target). π @CapstoneMining https://twitter.com/i/web/status/2018485268719059086 https://twitter.com/i/web/status/2018485268719059086"
X Link 2026-02-03T00:42Z 28.9K followers, [----] engagements
"This weeks gem hunt ft. copper and gold on TSX $CS Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2026/02/03/this-weeks-gem-hunt-ft-copper-and-gold-on-tsx-cs/ https://paolarojas.blog/2026/02/03/this-weeks-gem-hunt-ft-copper-and-gold-on-tsx-cs/"
X Link 2026-02-03T01:10Z 28.9K followers, [---] engagements
"Brutal. Most copper deposits discovered over the last 30+ years are not in production. In fact the majority of these haven't progressed much. A growing issue for future demand. π @SPGEnergyMetal @synergyrescap $MUX $FOM $ATX"
X Link 2026-02-03T19:55Z 28.9K followers, [----] engagements
"This trend in critical minerals needs to blast off now Plus what we are watching this week across commodities and stocks. https://paolarojas.blog/2026/02/09/this-trend-in-critical-minerals-needs-to-blast-off-now/ https://paolarojas.blog/2026/02/09/this-trend-in-critical-minerals-needs-to-blast-off-now/"
X Link 2026-02-09T06:30Z 28.9K followers, [----] engagements
"The whole metals market is underinvested. Painfully so. The rotation can become a tsunami. if things keep moving this fast. But in any event the tech-led new economy needs these asset-heavy 'boring' industries. π @markets"
X Link 2026-02-10T01:33Z 28.9K followers, [----] engagements
"@Electron_Cowboy @chamath @CrusoeAI The beauty of copper out and about"
X Link 2026-02-12T05:56Z 28.9K followers, [---] engagements
"@RulingTheMarket @IvanhoeMines_ love copper and will continue to add but you need other metals in there as well"
X Link 2026-02-12T23:19Z 28.9K followers, [--] engagements
"@YDDL_oneandone @IvanhoeMines_ this is not something scrap alone can solve π§"
X Link 2026-02-13T05:31Z 28.9K followers, [--] engagements
"*mentioned stocks: $CUSN $RIO $EFR $CS $AE $GSKR $LA and more. ___ PS: Sign up for our distribution list and receive updates via email"
X Link 2026-02-13T21:24Z 28.9K followers, [---] engagements
"A few months ago we did an in-depth video discussing where we saw mineral commodities headed and also posted my short & long-term sentiment for everyone to see. So far so good Its time to make an update so heres my current sentiment in a nutshell. Just to shake things up lets think about each set as actors in a movie. Because why not The stars Not much changed here. I remain bullish short + long term on these and in this order: - Copper: the absolute king long-term demand is now emboldened by the massive infrastructure required for AI data centers (likeOpenAIs Stargate) even if the energy"
X Link 2025-11-12T04:51Z 28.9K followers, [----] engagements
"Is it time to invest in nuclear π $NXE $SASK $CCO"
X Link 2026-01-19T03:06Z 28.9K followers, [----] engagements
"Copper will win [----]. Which stock are you buying next"
X Link 2026-01-26T02:39Z 28.9K followers, 52.7K engagements
"China and the US are leading on grid scale BESS deployments which is bullish for lithium. Nothing wrong there. But guess who's jumping to 3rd place with the existing 2026-7 pipeline. hello down under. π @benchmarkmin $ALB $LAC $LAR"
X Link 2026-02-04T19:55Z 28.9K followers, [----] engagements
"Is Qubec a good investment π $PVT $AEM"
X Link 2026-02-09T04:25Z 28.9K followers, [----] engagements
"@Jbuehler777 @SPGEnergyMetal I think the problem is the scale of the search in general. There is still exploration happening across the Pacific Rim and elsewhere just not as in the past. Also I think many juniors are holding a porphyry which is large but expensive to progress so some get stranded"
X Link 2026-02-11T22:29Z 28.9K followers, [--] engagements
"Pullbacks are healthy. They also give you the opportunity to increase exposure at a better price. Both gold and silver are showing weakness here but let's be honest nothing has changed geopolitically. Just sayin'. $AEM $NEM $PAAS"
X Link 2026-02-13T02:59Z 29K followers, [----] engagements
"Pure EV sales may have decelerated but there's one hidden nugget. Hybrids are on the rise as consumers seek to reduce range anxiety. Maybe the future is just. hybrid. π @IEA $ALB $LAC $LAR"
X Link 2026-01-18T19:55Z 29K followers, [----] engagements
"BREAKING: Energy Fuels to buy rare earths developer Australian Strategic Materials in a $300M deal per @ReutersCommods $UUUU $EFR $ASM"
X Link 2026-01-20T23:50Z 28.9K followers, [----] engagements
"Talking to an investor group: - Looking for assets to acquire/JV - Jurisdictions: US/Canada/Australia plus certain countries in Latam including Brazil - Commodities: broad interests but especially keen on gold copper and silver - Drilling optional resource or historical production Gearing up to list on a major market. Got assets DM me or submit an opportunity via link in bio. https://twitter.com/i/web/status/2019291199094378930 https://twitter.com/i/web/status/2019291199094378930"
X Link 2026-02-05T06:05Z 29K followers, [----] engagements
"As data centres continue to pop up in the US there's one looming reality. The 'material world' must go into overdrive to supply what the digital world needs. For instance 27t of copper per MW of applied power. $MUX $FOM $ATX π @CleanviewEnergy"
X Link 2026-02-08T19:55Z 29K followers, 16.8K engagements
"What is the prediction for the lithium market π $LAC $LAR"
X Link 2026-02-09T06:45Z 29K followers, [----] engagements
"Tiny. That's what newer copper deposits look like against the giants like Collahuasi and Escondida. But not all is lost. Undeveloped projects exist needing bold actions and clarity from governments globally. π @SPGEnergyMetal $MUX $FOM $ATX"
X Link 2026-02-10T19:55Z 29K followers, [----] engagements
"Copper exposure is essential now and for the foreseeable future. $IVN $MUX $NEM Robert Friedland @IvanhoeMines_"
X Link 2026-02-12T19:16Z 29K followers, [----] engagements
"You are given $100000 but you have to use it on mining stocks. What are you buying π€"
X Link 2025-12-23T03:19Z 29K followers, 28.8K engagements
"Whats your most controversial/ contrarian investment idea"
X Link 2026-02-14T02:38Z 29K followers, [----] engagements
"The Webb Telescope and NASA's deep space program are outstanding. While we don't know what they'll find years from now we are certain they needed gold titanium copper to even start. Got enough π @MineralsCouncil"
X Link 2025-08-15T12:55Z 27.1K followers, [----] engagements
"Probably nothing. Growth and energy are intrinsically linked and China is on a roll. Not hard to see where this is going. π @VisualCap"
X Link 2025-08-17T20:55Z 27.1K followers, 14.3K engagements
"@StevenGrandy3 Didnt they change name"
X Link 2025-08-18T12:24Z 27.3K followers, [--] engagements
"Source: https://www.visualcapitalist.com/ranked-top-countries-by-annual-electricity-production-1985-2024/ https://www.visualcapitalist.com/ranked-top-countries-by-annual-electricity-production-1985-2024/"
X Link 2025-08-19T03:43Z 27.1K followers, [---] engagements
"Crazy. Mines take increasingly longer to build: from less than [--] years to nearly [--] now. Proper permitting is essential but excessive delays can kill the best deposits. Any specific projects youd like to see built π @SPGCIMetals $BHP $RIO $NEM"
X Link 2025-08-19T22:55Z 27.3K followers, [----] engagements
"Oh come on Sydney"
X Link 2025-08-20T12:11Z 27.1K followers, [---] engagements
"This weeks gem hunt ft. $TOR $CNL $LGC Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/08/21/this-weeks-gem-hunt-ft-tor-cnl-lgc/ https://paolarojas.blog/2025/08/21/this-weeks-gem-hunt-ft-tor-cnl-lgc/"
X Link 2025-08-21T05:45Z 27.8K followers, [----] engagements
"@markets Source: https://www.bloomberg.com/news/articles/2025-08-19/turkish-billionaire-strikes-465-million-bhp-brazil-mine-dealsrnd=phx-commodities https://www.bloomberg.com/news/articles/2025-08-19/turkish-billionaire-strikes-465-million-bhp-brazil-mine-dealsrnd=phx-commodities"
X Link 2025-08-21T09:42Z 27.1K followers, [---] engagements
"I'm sorry but this needs to be said (again): no mining no energy transition #LeadTheShift Got enough"
X Link 2025-08-23T11:55Z 27.1K followers, [----] engagements
"I dare you to read this and NOT invest in rare earths immediately We are at a pivotal point for rare earths. https://paolarojas.blog/2025/08/24/i-dare-you-to-read-this-and-not-invest-in-rees-immediately/ https://paolarojas.blog/2025/08/24/i-dare-you-to-read-this-and-not-invest-in-rees-immediately/"
X Link 2025-08-23T20:40Z 27.1K followers, [----] engagements
""If I had asked people what they wanted they would have said faster horses." Henry Ford"
X Link 2025-08-24T08:33Z 27.1K followers, [----] engagements
"@scwilliamson24 unsurprisingly from monazite well done to $efr"
X Link 2025-08-25T23:01Z 27.4K followers, [--] engagements
"Here's what were paying attention to this week: - Copper calm: LME and COMEX seem to be back in sync after Trumps tariff decision so expectations are pointing to some quiet times for the metal. Keep an eye though for any stress coming from Chile or Peru output. - Rare earths remain on point: As sentiment for rare earths gains more momentum most of the stocks we follow in the space remain in green. Important to note that there could be a boom in the making similar to lithium in [----] as the markets share many characteristics. Public interest remains high as searches for rare earth are even"
X Link 2025-08-27T05:50Z 27.1K followers, [----] engagements
"Taylor Swift got engaged πand the world paid attention. Her ring Unusual yet estimated to be worth up to $1M. But heres what you may not know about diamonds Taylor's choice and why theyre more than just sparkle"
X Link 2025-08-29T21:18Z 27.1K followers, [----] engagements
"Her ring is a [--] carat mine cut diamond which means it's hand-cut with rounded corners and chunky facets. This type was especially popular in the 18th and 19th centuries and no two are alike. Truly stunning. Yet the story behind all diamonds is even more fascinating"
X Link 2025-08-29T21:18Z 27.1K followers, [---] engagements
"Diamonds are crystalline carbon formed under extreme heat and pressure deep within the Earths mantle. Theyre the hardest known natural material used in jewellery but also in tech and industry. PS: apparently Travis Kelce co-designed Taylor's ring himself"
X Link 2025-08-29T21:18Z 27.1K followers, [---] engagements
"Diamonds are mined in just a few places globally. It all starts with prospecting for kimberlite pipes ancient volcanic conduits that carried diamonds to the surface. Top producers include: Russia Botswana Canada Angola South Africa"
X Link 2025-08-29T21:18Z 27.1K followers, [---] engagements
"And that's it for today. If you enjoyed this please retweet the start of the thread. Follow me @paola_rojas for more on metals & mining investing. Taylor Swift got engaged πand the world paid attention. Her ring Unusual yet estimated to be worth up to $1M. But heres what you may not know about diamonds Taylor's choice and why theyre more than just sparkle. Taylor Swift got engaged πand the world paid attention. Her ring Unusual yet estimated to be worth up to $1M. But heres what you may not know about diamonds Taylor's choice and why theyre more than just sparkle"
X Link 2025-08-29T21:18Z 27.1K followers, [----] engagements
"Sources: https://www.angloamerican.com/our-portfolio/our-products/diamondsproduct=diamonds https://www.harpersbazaar.com/fashion/a65901438/taylor-swift-engagement-ring-details/ https://www.angloamerican.com/our-portfolio/our-products/diamondsproduct=diamonds https://www.harpersbazaar.com/fashion/a65901438/taylor-swift-engagement-ring-details/"
X Link 2025-08-29T21:18Z 27.2K followers, [---] engagements
"How to review rare earth projects (Explainer) REEs are heating up but these elements are uniquely nuanced. Let's dig in: https://paolarojas.blog/2025/08/31/rare-earth-deposits-explained/ https://paolarojas.blog/2025/08/31/rare-earth-deposits-explained/"
X Link 2025-08-30T21:15Z 27.2K followers, [----] engagements
"π Araxa is located within a carbonatite intrusive complex. Carbonatites often host hard-rock REE deposits. The carbonatite is rich in: - pyrochlore lead niobium mineral - monazite REEs - apatite main phosphate mineral"
X Link 2025-08-31T20:55Z 27.1K followers, [----] engagements
"πΊ $LAC on the move +12% over the last month as lithium recovers on supply constraints and China issues"
X Link 2025-09-01T12:03Z 27.3K followers, [----] engagements
"Unmissable. Brazil is the niobium capital of the world. Here's what you need to plan your 'city tour' #WA1 $NB $SGQ"
X Link 2025-09-01T20:55Z 27.3K followers, [----] engagements
"A military parade as a big event is quite disappointing to see in [----]. I guess humanity has a lot of work to do still"
X Link 2025-09-03T02:13Z 27.2K followers, [----] engagements
"@CollectiveMini1 @NYSE @tsx_tsxv @OTCMarkets @MiningOnline @Cdn_Mining_Jrnl @USFunds @KitcoMining @INN_Gold @Investingcom @Ariski73 Damn thats insane ππ»"
X Link 2025-09-03T23:57Z 27.2K followers, [--] engagements
"Friendly reminder that as gold rises cut-off grades fall making some deposits suddenly economic and others full-on superstars (for instance projects on the edge dropped before 2019). That's all"
X Link 2025-09-08T01:18Z 27.3K followers, [----] engagements
"πΊ $PAAS rocking this year +72% YTD. RSI says there's still room for more. Who's also holding"
X Link 2025-09-09T12:01Z 27.6K followers, [----] engagements
"BREAKING: Yes $AAL $TECK plan to merge and create a $50 billion major. (If Canada approves the deal that is) Huge if true. Anglo American said to be in advanced discussions to acquire Teck - would be the biggest mining deal in more than a decade per @markets $AAL $TECK Huge if true. Anglo American said to be in advanced discussions to acquire Teck - would be the biggest mining deal in more than a decade per @markets $AAL $TECK"
X Link 2025-09-09T12:14Z 27.4K followers, [----] engagements
"Source: https://www.bloomberg.com/news/articles/2025-09-09/anglo-american-reaches-deal-for-no-premium-merger-with-teck https://www.bloomberg.com/news/articles/2025-09-09/anglo-american-reaches-deal-for-no-premium-merger-with-teck"
X Link 2025-09-09T12:16Z 27.3K followers, [----] engagements
"If you learn just [--] things about investing in lithium be it this: - I love it but this sh*t is volatile - Early-stage explorers are risky yet upside potential is BIG - Lithium-ion to remain prevalent battery type for the rest of this decade likely next Dig deeper: Lithium has taken the world by storm. Simply put: the energy transition relies on it. Yet its price has fallen since ATH in [----] and lithium miners and explorers are hurting. But this also creates a stellar contrarian setup for investors. So. Here are [--] reasons to add https://t.co/DWLxXVznPG Lithium has taken the world by storm."
X Link 2025-09-09T21:12Z 27.3K followers, [----] engagements
"I was today years old when I found out that cayenne pepper is not actually pepper. Bullish π"
X Link 2025-09-10T02:30Z 27.3K followers, [----] engagements
"All I want to know about the iPhone [--] is how much copper it has"
X Link 2025-09-10T05:12Z 27.3K followers, [----] engagements
"I'm saying they get Canadian approval due to HQ to be in Vancouver. We shall see"
X Link 2025-09-11T01:34Z 27.3K followers, [---] engagements
"This weeks gem hunt ft. $OM and more Direct from our research these [--] mining stocks are on the move due to recent news and activity https://paolarojas.blog/2025/09/11/this-weeks-gem-hunt-ft-om-and-more/ https://paolarojas.blog/2025/09/11/this-weeks-gem-hunt-ft-om-and-more/"
X Link 2025-09-11T04:15Z 27.3K followers, [----] engagements
"PS: here are some relevant #lithium peers $ALB $LAC $LAR"
X Link 2025-09-11T07:53Z 27.3K followers, [----] engagements
"@MattyK166 What surprises me is the unwillingness to have a dialogue"
X Link 2025-09-11T09:05Z 27.3K followers, [--] engagements
"BREAKING: Barrick sells Hemlo mine in Canada for $1.1 billion as it continues to leave its former gold self behind per @mining $B"
X Link 2025-09-12T00:15Z 27.3K followers, [----] engagements
"Teck and Anglo American are two of the world's largest mining companies. Combined they'd be worth over $54 billion and a copper powerhouse. This merger could transform the mining sector:"
X Link 2025-09-12T21:15Z 27.4K followers, [----] engagements
"Copper is enjoying momentum and both companies have been busy: - divesting assets to clean up their portfolios - building up their copper war chest and - reducing costs For instance $AAL is set to deliver $1.5 billion in savings this year"
X Link 2025-09-12T21:15Z 27.3K followers, [---] engagements
"Anglo is going through deep changes after turning the business around and fending off $BHP last year. They already divested PGMs and are progressing sales of coal nickel and diamond units. On the same tack Teck completed the sale of its coal business to Glencore in 2024"
X Link 2025-09-12T21:15Z 27.3K followers, [---] engagements
"Copper is the main driver behind the merger. The combined entity is set to produce as much copper as BHP and Glencore together and strongly compete with Antofagasta and Freeport. Anglo already had 1Mtpa as target the merger would push them up to 1.35Mt. Iron ore and zinc round up the play"
X Link 2025-09-12T21:15Z 27.3K followers, [---] engagements
"Joining forces to combine and unlock synergies (see what I did there haha) between Quebrada Blanca and Collahuasi in Chile. Costs would seriously lower for the combined operation (and also for Los Bronces) and be massive for the country that produces more copper than any other"
X Link 2025-09-12T21:15Z 27.4K followers, [---] engagements
"Meanwhile both companies are up on the news. $AAL up 12% $TECK 24% over the last few days and there's room for growth as they complete the combination. I reckon they get Canadian approval with relative ease due to HQ to be in Vancouver. We shall see"
X Link 2025-09-12T21:15Z 27.6K followers, [---] engagements
"And that's it for today. If you enjoyed this please retweet the start of the thread. Follow me @paola_rojas for more on investing metals and the future. Teck and Anglo American are two of the world's largest mining companies. Combined they'd be worth over $54 billion and a copper powerhouse. This merger could transform the mining sector: Teck and Anglo American are two of the world's largest mining companies. Combined they'd be worth over $54 billion and a copper powerhouse. This merger could transform the mining sector:"
X Link 2025-09-12T21:15Z 27.3K followers, [----] engagements
"Sources: Presentations for both companies merger announcement and presentation on their respective websites"
X Link 2025-09-12T21:15Z 27.3K followers, [---] engagements
"The future is mineral-intensive. We've got some transformative decades ahead"
X Link 2025-09-14T06:44Z 27.3K followers, [----] engagements
"Get ready to pivot your mining portfolio to include these players Plus what we are watching this week across commodities and stocks. https://paolarojas.blog/2025/09/15/get-ready-to-pivot-your-mining-portfolio-to-these-players/ https://paolarojas.blog/2025/09/15/get-ready-to-pivot-your-mining-portfolio-to-these-players/"
X Link 2025-09-15T06:15Z 27.8K followers, [----] engagements
"Exxon invented a new form of synthetic graphite currently being tested by several EV makers. Growing threat for natural graphite producers. coming from the creators of the lithium-ion battery back in [----]. $XOM π° @markets"
X Link 2025-09-15T12:02Z 27.4K followers, [----] engagements
"The main reason I'm bearish on natural graphite: https://x.com/paola_rojas/status/1891778433396638190 My current sentiment in a nutshell: Bullish short + long term - copper - gold - silver Bullish long-term (despite current weakness/volatility needs patience to recover and active portfolio management) - lithium - uranium Bearish for the foreseeable future - cobalt: I learned https://x.com/paola_rojas/status/1891778433396638190 My current sentiment in a nutshell: Bullish short + long term - copper - gold - silver Bullish long-term (despite current weakness/volatility needs patience to recover"
X Link 2025-09-16T01:33Z 27.4K followers, [----] engagements
"Source: https://www.bloomberg.com/news/articles/2025-09-12/exxon-xom-says-graphite-invention-boosts-ev-battery-life-by-30-extends-range https://www.bloomberg.com/news/articles/2025-09-12/exxon-xom-says-graphite-invention-boosts-ev-battery-life-by-30-extends-range"
X Link 2025-09-16T02:31Z 27.4K followers, [---] engagements
"Review Aclara Resources (TSX: $ARA) with me a Rare Earth Play with a Twist https://www.youtube.com/watchv=URQSuThNtWk https://www.youtube.com/watchv=URQSuThNtWk"
X Link 2025-09-16T04:35Z 27.3K followers, [----] engagements
"*mentioned stocks: $RIO $ABX $PCU $MGM $PRE $ZNC $OM and more. ___ PS: Subscribe to receive these weekly updates via email for free"
X Link 2025-09-16T05:39Z 27.8K followers, [---] engagements
"πΊ $OR up 2% overnight. Getting awfully close to 100% YTD. Slap Osisko on anything and I'll jump even if they remove it when it wins #gold #stocks"
X Link 2025-09-16T12:02Z 27.5K followers, [---] engagements
"Hey hey Permitting delays can be devastating for both miners and explorers. Any recent downers from your portfolio $RIO"
X Link 2025-09-16T20:55Z 27.4K followers, [----] engagements
"Heres what were watching this week across commodity markets: Gold and silver rally continues: Gold hit $3650/oz and silver reached $41.20/oz driven by expectations of multiple Fed rate cuts. Analysts now forecast gold to test $4000/oz in [----] with silver potentially breaking $50/oz. Central bank buying and dollar weakness are reinforcing bullish sentiment. In addition ANZ raised its year-end gold price forecast to $3800/oz; said prices could peak at $4000 by mid next year on robust investment demand for bullion Copper steady but risks loom: Copper futures are hovering around $4.58/lb up 2%"
X Link 2025-09-16T21:19Z 27.4K followers, [----] engagements
"Here's something cool. The US is in discussions with IDFC Orion Resource Partners to establish a $5 billion fund to invest in critical minerals. LFG"
X Link 2025-09-17T00:12Z 27.3K followers, [----] engagements
"$TSLA on a roll. They will produce more electric cars at their German factory on improved expectations for EV demand. Bullish π @markets"
X Link 2025-09-17T23:20Z 27.3K followers, [----] engagements
"Clever. 'The USA has relied on magnets even for the powerful Samarium Cobalt magnets used in F-35 fighters from China. St George through its downstream strategic alliance in the US is perfectly positioned to contribute to establishing a US domestic supply chain for these important magnets.' $SGQ"
X Link 2025-09-18T01:53Z 27.3K followers, [----] engagements
"it'll be interesting how much more upside $MP can get in their current form because they already have attracted a lot. I would expect more interest flowing to their peers. Of course if they can build their magnets sooner then all bets are off Tech valuations are on another level"
X Link 2025-09-18T05:41Z 27.3K followers, [--] engagements
"This weeks gem hunt ft. copper and rare earths Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/09/18/this-weeks-gem-hunt-ft-copper-and-rare-earths-2/ https://paolarojas.blog/2025/09/18/this-weeks-gem-hunt-ft-copper-and-rare-earths-2/"
X Link 2025-09-18T06:05Z 27.4K followers, [---] engagements
"If you wanted [--] reasons to invest in copper here they are: - Long term demand for EVs decarbonisation AI - Fewer mines being built discovery rate has plummeted - Projections say we'll need 2x more copper over the next [--] years vs the previous period Dig deeper: Copper is the most important metal. Quite simply: no copper no energy transition. Yet its price has fallen since ATH in [----] as the world decelerates and struggles with inflation. But this also creates a brilliant contrarian setup for investors. So. Here are [--] reasons to https://t.co/JwCqhGD6sk Copper is the most important metal. Quite"
X Link 2025-09-18T21:15Z 27.4K followers, [----] engagements
"Betting on Argentina: BHP Glencore Mining Potential and the Milei Factor https://www.youtube.com/watchv=rWi-X-9pDRk https://www.youtube.com/watchv=rWi-X-9pDRk"
X Link 2025-09-19T02:47Z 27.4K followers, [----] engagements
"Global copper demand is forecasted to increase by 70% over the next [--] years with other critical minerals chasing behind. To get there the investment required may be as high as $2 trillion. But heres the thing. Supply may not come from where youd expect: Heres what $BHP said about investment: We estimate the total bill for all expansion capex from 2025-2034 to be around a quarter of a trillion US dollars $250B (in [----] real dollars). This represents a significant increase from the previous [--] years where the total spend on copper projects was approximately US$150 billion. More broadly"
X Link 2025-09-19T21:17Z 27.7K followers, [----] engagements
"Wow. Longview says gold is frothy and investors should be getting out. What's your take π° @Lvieweconomics"
X Link 2025-09-22T12:01Z 27.4K followers, [----] engagements
"Newmont $NEM is Just Warming Up (Here are [--] Reasons Why) https://www.youtube.com/watchv=l3yBiYIhBrM https://www.youtube.com/watchv=l3yBiYIhBrM"
X Link 2025-09-23T04:52Z 27.4K followers, [----] engagements
"Heres what were watching this week across commodity markets: Lithium sentiment mixed prices volatile: Lithium carbonate prices rebounded slightly this week to CNY 73500/t ($10575/t) but remain down 14% month-on-month. CATLs Jiangxi mine is reportedly restarting UBS and Benchmark see upside risk for [--------] but near-term pricing remains under pressure. Copper steady but volatility risk remains: Copper futures are holding above $4.55/lb up 3.4% over the past month. Chilean output is rebounding but J.P. Morgan expects a multi-month destocking cycle in the U.S. as tariffs unwind and Chinese"
X Link 2025-09-23T21:11Z 27.4K followers, [----] engagements
"This is big. $NVDA $100 billion investment in OpenAI to build new data centres and related AI infrastructure implies a deployment of 10GW of power (equivalent to [--] million homes). Bullish for copper uranium and more commodities. π @markets"
X Link 2025-09-24T00:55Z 27.4K followers, [----] engagements
"πΊ $LAC pops after hours on the Trump administration's intention of taking a 10% equity stake. Multi-billion market cap here we go #lithium #stocks"
X Link 2025-09-24T12:01Z 27.6K followers, [----] engagements
"And it keeps going. $LAC"
X Link 2025-09-24T23:43Z 27.4K followers, [----] engagements
"Hey hey Australia is the largest producer of #lithium globally. Whats your exposure to this key region"
X Link 2025-09-25T00:20Z 27.4K followers, [----] engagements
"Copper on track for further lifts on $FCX temporary shutdown at their mammoth mine Grasberg in Indonesia π³"
X Link 2025-09-25T02:16Z 27.6K followers, [----] engagements
"This weeks gem hunt ft. lithium $SGQ and more Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/09/25/this-weeks-gem-hunt-ft-lithium-sgq-and-more/ https://paolarojas.blog/2025/09/25/this-weeks-gem-hunt-ft-lithium-sgq-and-more/"
X Link 2025-09-25T04:50Z 27.4K followers, [----] engagements
"π $SGQ well-positioned for an extremely low-cost operation. Other miners may need to process 3-4Mt whereas they can free-dig 200kt to achieve the same results. Winning"
X Link 2025-09-25T07:55Z 27.4K followers, [----] engagements
"Hey hey Identifying potential red flags is key to risk management. Which are some of your go-tos"
X Link 2025-09-25T20:55Z 27.4K followers, [----] engagements
"How to become a mining investor in [--] steps: [--]. Be optimistic & have an open mind β [--]. Go to conferences and meet CEOs in person β [--]. Learn what makes a good mining project so you can identify gems β Not easy but 100% doable. Dig deeper: You don't need to be a geologist to invest in mining. There I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it: (the hardest bit by the end) You don't need to be a geologist to invest in mining. There I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it: (the"
X Link 2025-09-25T21:12Z 27.6K followers, [----] engagements
"This statement by $MP seems a little fearful to me. I think more players are coming but they still have the 'first mover' advantage. Chill out. MP Materials the US rare earths producer thats received government investment to support construction of domestic capacity is warning the unprecedented move wont be easily repeated for other companies. $MP https://t.co/5TymN6JzVS MP Materials the US rare earths producer thats received government investment to support construction of domestic capacity is warning the unprecedented move wont be easily repeated for other companies. $MP"
X Link 2025-09-26T02:25Z 27.5K followers, [----] engagements
"On Instagram I am testing new ideas a mixture of investing commodities and my sailing adventures. Here's a fun video https://www.instagram.com/p/DOmcof8D5eK/ https://www.instagram.com/p/DOmcof8D5eK/"
X Link 2025-09-26T11:55Z 27.5K followers, [----] engagements
"This is getting serious ππ» $PAAS $AG"
X Link 2025-09-28T04:41Z 27.8K followers, [----] engagements
"Fundamental truth: Civilisation relies on minerals"
X Link 2025-09-28T08:43Z 27.4K followers, [----] engagements
"ICYMI: From a gold producer with BIG ambitions to a lithium surprise Plus what we are watching across commodities and stocks. https://paolarojas.blog/2025/09/29/icymi-a-gold-producer-with-big-ambitions-to-a-lithium-surprise-story/ https://paolarojas.blog/2025/09/29/icymi-a-gold-producer-with-big-ambitions-to-a-lithium-surprise-story/"
X Link 2025-09-29T06:15Z 27.4K followers, [----] engagements
"Rate earths are enabling the next frontier and heres why π€π¦Ύ"
X Link 2025-09-29T11:10Z 27.4K followers, [----] engagements
"Hey hey Given that silver is ripping smashing $47/oz. which are your favourite explorers or producers $PAAS"
X Link 2025-09-29T22:55Z 27.8K followers, [----] engagements
"YES Amazing to see $NEM"
X Link 2025-09-29T23:52Z 27.7K followers, [----] engagements
"Hey hey As mining processing tech improves grades previously considered uneconomic become minable. Any stellar examples you're following"
X Link 2025-09-30T20:55Z 27.4K followers, [----] engagements
"*mentioned stocks: $NEM $ARA $SGQ $FF $LAC and more. ___ PS: Subscribe to receive these weekly updates via email for free"
X Link 2025-10-01T08:27Z 27.4K followers, [--] engagements
"Hey hey NASA found promising evidence that life may have existed on Mars. They discovered iron as vivianite and greigite minerals a chemical signature associated with biological processes where organic matter is used as an energy source.Cool isn't it"
X Link 2025-10-02T20:55Z 27.6K followers, [----] engagements
"Permitting remains an unsolved -and long- problem and the main bottleneck. Unsurprisingly companies want to balance strong standards with simpler more predictable processes. Amen to that. But not all is roses"
X Link 2025-10-03T22:15Z 27.6K followers, [----] engagements
"On the bearish side presenters said prices are 'a little ahead of fundamentals' (happening a lot these days huh). Chinese demand is seen as slowing in H2 vs strong growth in H1 and before Grasberg. Alas the refined market is in clear surplus. Yet"
X Link 2025-10-03T22:15Z 27.6K followers, [----] engagements
"Side note: in case you're shocked this is in the note I promise I'm not cherry picking. I was shocked too but need I remind you that Argentina and Chile share a +5000km border by the Andes Argentina will become a leading copper producer. When The billion lb question $MUX"
X Link 2025-10-03T22:15Z 27.8K followers, [----] engagements
"This weeks gem hunt ft. gold and a rare earth surprise Direct from our research these [--] stocks are on the move due to recent news and activity https://paolarojas.blog/2025/10/08/this-weeks-gem-hunt-ft-gold-and-a-rare-earth-surprise/ https://paolarojas.blog/2025/10/08/this-weeks-gem-hunt-ft-gold-and-a-rare-earth-surprise/"
X Link 2025-10-08T00:20Z 27.8K followers, [----] engagements
"If you thought $gold was finished rallying i got bad news for you"
X Link 2025-10-08T08:05Z 27.8K followers, [----] engagements
"To invest in mining & metals you need at least a basic knowledge of these crucial concepts: Difference between resources and reserves Deposit types and characteristics Mining industrys lifecycle Info in economic studies What is a good grade Time to start"
X Link 2025-10-09T21:13Z 27.7K followers, [----] engagements
"Perplexity talking about rare earths. Nothing to see here π Oct [--] 2025: China's Ministry of Commerce issued Announcements No. [--] & [--] expanding rare earth export controls to [--] of [--] elements and imposing extraterritorial licensing requirements. This is direct retaliation for U.S. semiconductor export bans announced days earlier. https://t.co/d6iBDZy2Jz Oct [--] 2025: China's Ministry of Commerce issued Announcements No. [--] & [--] expanding rare earth export controls to [--] of [--] elements and imposing extraterritorial licensing requirements. This is direct retaliation for U.S. semiconductor export"
X Link 2025-10-10T09:03Z 27.7K followers, [----] engagements
"Sydney-based/coming for IMARC investors: We're hosting an investor lunch to showcase a new producer. DM your email if you'd like an invite. Just a few spots left"
X Link 2025-10-13T22:39Z 27.8K followers, [----] engagements
"Source: https://www.forbes.com/sites/kirkogunrinde/2025/10/13/rare-earth-stocks-surge-on-jpmorgans-15-trillion-us-investment-pledge/ https://www.forbes.com/sites/kirkogunrinde/2025/10/13/rare-earth-stocks-surge-on-jpmorgans-15-trillion-us-investment-pledge/"
X Link 2025-10-14T02:45Z 27.8K followers, [----] engagements
"@mining Source: https://www.mining.com/capstone-sells-25-of-chile-projects-to-orion-for-360m/ https://www.mining.com/capstone-sells-25-of-chile-projects-to-orion-for-360m/"
X Link 2025-10-15T00:07Z 27.8K followers, [---] engagements
"What if those who know how to invest in mining & energy assets had an edge in today's market Oh wait. π₯ has anybody done the math how many hundreds of new nuclear power plants the US will need by [----] for all these AI daily circle jerk deals to be powered has anybody done the math how many hundreds of new nuclear power plants the US will need by [----] for all these AI daily circle jerk deals to be powered"
X Link 2025-10-15T00:57Z 27.8K followers, [----] engagements
"Digital is fantastic but we still need hard assets to support it. The world is waking up to the reality that mining was never the evil to be vanquished but rather the enabler to work with. Hit it"
X Link 2025-10-15T02:06Z 27.8K followers, [----] engagements
"Reshoring is the name of the game. [--] themes and [--] sub areas including critical minerals $JPM"
X Link 2025-10-15T21:54Z 27.8K followers, [---] engagements
"Chile's SONAMI estimates that 40% of the investment in #mining is paralyzed #latinamerica http://t.co/phcVtkNLZq http://lnkd.in/fQaCBk http://lnkd.in/fQaCBk"
X Link 2013-07-08T01:04Z 24.8K followers, [--] engagements
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