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![wmthomson22 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3428495517.png) Will Thomson [@wmthomson22](/creator/twitter/wmthomson22) on x 4261 followers
Created: 2025-07-17 19:50:07 UTC

🧵 1/ Bold call: $NICU is quietly setting up for a  copper supply surprise in 2025 and beyond. The latest 2H25 guidance targets 80kt to XX kt with production grades leaping from 2.9-3.4% to 3.8–4.4% CuEq in Q4—as much as  50%+ increase from earlier 2025 averages


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945934056773841351/c:line.svg)

**Related Topics**
[copper](/topic/copper)
[$nicu](/topic/$nicu)
[bold](/topic/bold)

[Post Link](https://x.com/wmthomson22/status/1945934056773841351)