Recapping a Coast‑to‑Coast Lithium Tour in Podcast
Sun coming up on a redeye home from Reno after a long #lithium week stretching from meetings with investors & producers in south Florida to northern Nevada to see Thacker Pass. Will do a solo podcast to recap what I learned. https://t.co/dGqKgoYtJv
Poland Cuts Copper Tax, KGHM Eyes 2026 Output Boost
Poland’s KGHM targets higher copper output in 2026 as Poland cuts its copper extraction tax from January. https://www.metalnomist.com/2026/02/polands-kghm-targets-higher-copper.html
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
EU Targets Pre‑consumer Scrap in CBAM to Stop Evasion
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
Team Advances America’s Lithium Resurgence at Thacker Pass
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
Hidden Market Volatility May Surface via Crypto, Bonds, Metals
Stock market volatility is still buried. Falling cryptos, T-bond yields and spiking precious metals volatility may trickle down. https://t.co/SeGPI6EvAe
Glencore Secures $115M Cobalt Deal with Weisfisch
ICYMI: Glencore to buy almost $115 million of cobalt from industry veteran Weisfisch, sources say https://t.co/mu9OLpnjiO
GKN Scraps Magnet Factory, Europe Rare Earths Setback
Exclusive: GKN cancels plans for magnet factory in setback for Europe's rare earths plans https://t.co/KLadnSKxvw
Lithium May Mirror Silver's March‑April Surge?
Is Lithium about to pull 'a Silver' in March and April? $ALB $SQM $LIT $LAC https://t.co/Db55dIPSLT
Canada's Red Tape Stalls Projects for Decades
Canada Is Being Destroyed By Bureaucracy & Over Regulation It takes an average of 19 years to get an approval to build a new Mine Australia's shipping Liquid Natural Gas to Canada's East Coast: Canada has 300 years of Gas Reserves Let's look...
Adelayde Hires Geologists for Sisson North Tungsten Study
Adelayde Exploration $ADDY.CA $SPMTF Engages Geologic Firm for Work Program on the Sisson North Tungsten Project Directly Bordering Northcliff Resources Ltd. by @newsfile https://t.co/ZGqKQPGqqU
Metals May Lift Commodities, Yet Risks Favor Decline
Deflation May Reign If Metals Meet High-Price Cure - That orange juice and cocoa were the worst-performing commodities in 2025, after being among the best in 2024, may foreshadow metals in 2026. In the history of the Bloomberg Commodity Spot...
EU Carbon Prices Slip 20% Amid Reform Push
CHART OF THE DAY: The cost of European CO2 allowances has fallen ~20% in recent days after several key countries asked Brussels for a reform. Italy has gone as far as asking the Emissions Trading Syste to be suspended. CO2...
Metals Enter Bull Market’s High‑Price Phase, Spark Speculation
From Top Commodity Value to Stretched Speculation - Metals 2026: The Bloomberg All Metals Total Return Subindex represents the top-performing sector over time, but metals may have entered the high-price cure stage of a bull market. The highest-velocity rallies since...
India Cuts Coal Imports, Prioritizes Security Over Climate
India prioritizes national security and economic growth above aggressive, ideologically driven climate policies seen in some European countries. India seeks to cut power sector coal imports by 30% this year, sources say https://t.co/bA7W0ywe6Y
Glencore Expands Cusco Copper Hub with Quechua Acquisition
Glencore buys Quechua in Peru to strengthen its Cusco copper hub around Antapaccay and Coroccohuayco. https://www.metalnomist.com/2026/02/glencore-acquires-quechua-copper.html
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
Nornickel Forecasts Nickel Surplus, Tight Copper Post‑2025, PGM Rally
Nornickel sees nickel surplus, tighter copper after 2025, and a renewed PGM rally led by investor demand. https://www.metalnomist.com/2026/02/nornickel-nickel-surplus-and-copper.html
Funds Defend Soybean Longs, Holding Above $11
Funds defending that long position in #soybeans like crazy. 11.55 in May looks like the area it needs to keep closing above for now.
US Chipmakers Turn to Sunrise Metals Amid Scandium Shortage
U.S. semiconductor manufacturers are feeling the pinch from Chinese restrictions on scandium exports, @Reuters reports, underscoring the importance of @SunriseMetals’ Syerston Scandium Project as an essential supplier to key U.S. industries. “U.S. chipmakers have experienced delays in receiving new scandium export licenses from...
Vox Royalty Secures Aussie Gold
Mngt at @vox_royalty buys a producing Australian #gold asset for <$200 an ounce, an obvious wide margin vs spot. See the Part That Pays from JV, how the company is stacking incremental cash-flowing exposure in pro-jurisdictions, & why stock is...
State Reclaims 35% Stake in Ramu Nickel
Wonder if they are planning on buying in or exercising rights....nickel tape is coming... --> Post Courier: "State to take back 35% equity from Ramu Nickel" https://t.co/dJzUin421K #nickel #mining
MP Materials to Build 10k‑ton Magnet Plant for U.S. Government
MP Materials says it will build its 10,000 metric ton per year magnet plant to supply the U.S. government in Northlake, Texas, a suburb of Dallas. $MP.
Soybeans Overextended; Funds Defend Upper Keltner Band
And for what it's worth, I even think the #soybeans are over extended here. Funds defended right at the upper keltner band yesterday, but wouldn't take much of a break to get below it leading to a possible break....
US Oversupply Drives Down Energy Prices, Peaks Likely 2026
Peak Gas, Crude Risks Elevated in 2026; Energy Price Trend Down - Absent a supply shock from potential hostilities with Iran, crude oil may be more likely to peak in 1Q on the back of natural gas. Predominant downward price...
Brazil's Record Soy Output Caps 2026 Prices Near $11.70
Are Soybeans Getting Too Hot Near $11.70? Runaway Brazilian soybean production is a top pressure factor for prices, and $11.70 a bushel in 2026 may be too high. My graphic shows the US-traded oilseed bumping up against the 2025 peak, at...
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
China's Rare Earth Export Curbs Still Limit US Supply
Chinese rare earth export controls are still choking off lots of material to the US
Ecuador to Extend Mirador Mine Contract, Enable Norte Expansion
Ecuador plans a Mirador copper mine contract extension in 1H 2026 to unlock Mirador Norte expansion. https://www.metalnomist.com/2026/02/mirador-copper-mine-contract-extension.html
EVAC Launches US-Made Rare Earth Magnets, Targets 2
eVAC ships its first US-made rare earth magnets and targets 2,000 t/yr capacity by Q1 2026. https://www.metalnomist.com/2026/02/us-made-rare-earth-magnets-shipped-as.html
Metals Rally yet to Spark Inflation, History Warns
A very compelling chart. The recent rally in metals and mining has not yet evolved into a material inflationary impulse, in my view. Markets still seem to be dismissing that possibility — even though history suggests otherwise. https://t.co/FhHZJUOI67
Rare Metals Power Massive Data Centers and National Security
To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… These metals are not just 1 or 2 letters on your...
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
Lithium Corp Targets Lithium, Graphite, Fluorspar, Neodymium
Lithium Corp $LTUM Junior spec run by Tom Lewis: Lithium, Graphite, Fluorspar & Neodymium ... https://t.co/gv3RzOcArh
Strategic Reserve Could Stabilize Mineral Markets, Unlock Capital
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
Bears May Get Brief Relief, Not Full Trend Reversal
@GrainsGorilla your bearish tenacity may be about ready to payoff, at least for a little while. May be time time to shake the trees for a little bit and give some relief to the bears it seems. ...
UUUU Forms Bullish Cup‑Handle, Target Mid‑$20s
$UUUU Daily. Uranium/rare earth miner still forming an attractive, bullish cup and handle pattern. Needs to push back into mid-$20's now. https://t.co/jqAyOlkNY0
Silver Drilling Kicks Off in Mining‑friendly Nevada.
Starting major silver drilling campaign in mining friendly Nevada @BRCSilver $brc.v look at that chart
Fortescue Bets Future on $1 Bn Green Pilbara Shift
"Fortescue Stakes Its Future on a Billion Dollar Green Pivot in the Pilbara" https://t.co/NNU6MWp1YM @FortescueNews #Fortescue
Congo’s Sovereignty, Not Ownership, Controls Cobalt Supply
China’s cobalt strategy assumed that owning mines guaranteed supply. Congo’s export controls show that sovereignty trumps ownership. China controls processing; Congo controls the tap. https://t.co/sBpdLF03jS #Cobalt #CriticalMinerals #China #SupplyChains #Geopolitics @ctindale
Gold's Historic Premium Signals Potential 2025 Bust
The 2026 Gold Rush Risks a 2025 Bitcoin-Like Bust - At almost 3x, gold has never sustained a greater stretch vs. its 120-month moving average with inflation so low. The graphic highlights a historic oxymoron for the traditional haven: its...
Retail Lithium Investors Should Prioritize Proven Production Assets
Nobody likes to hear it but these are dangerous times for retail #lithium investors that throw money at projects that shouldn’t (and ultimately won’t) be built. Buy quality assets - currently producing or with a clear path to production. Traders?...
ILi Markets: Rare, Timely Lithium Market Insight Source
Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.
Net‑Zero 2050 Dead, Fossil Fuels Essential, Solar Booms
COLUMN: Net zero by 2050 is effectively dead: Oil, natural gas and coal will remain crucial for meeting the world's energy needs. But that doesn't mean the end of renewable energy. Solar, in particular, is thriving, and will continue to...
Fortescue Fully Acquires Alta Copper, Expands Peru Copper Push
Fortescue buys Alta Copper outright, deepening its copper expansion strategy around Peru’s Canariaco project. https://www.metalnomist.com/2026/02/fortescue-alta-copper-acquisition.html
US Rolls Out Pax Silica to Safeguard AI Silicon Supply
US launches Pax Silica to secure polysilicon inputs and expand allied semiconductor partnerships for AI growth. https://www.metalnomist.com/2026/02/pax-silica-silicon-supply-chain.html
Flash Joule Heating Unlocks Gallium, Scandium From Louisiana Red Mud
Metallium and ElementUSA target US gallium and scandium recovery from Louisiana red mud using flash joule heating. https://www.metalnomist.com/2026/02/metallium-flash-joule-heating.html