Anthony Milewski @A_Milewski
Entrepreneur, investor, and speculator tweeting about markets, commodities, emissions, energy, and mining. Joined December 2008-
Tweets25K
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Followers30K
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Following5K
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Likes9K
Mapped: 30 Years of Deforestation and Forest Growth, by Country 🪓 From the archive: visualcapitalist.com/mapped-30-year…
The New York Stock Exchange is polling participants on the possibility of being able to trade stocks 24/7, per FT
The explosion of Artificial Intelligence is expected to trigger a 10-year critical mineral supercycle as the massive energy needs of new #AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets. theoregongroup.com/themencode-pdf…
Costco is selling up to $200m in gold bars per month (~80,000 oz). It’s a lot. For reference, China’s Central Bank bought $400m of gold in March (~160,000 oz). A funny side note: bunch of Costco members trying to rack up credit card rewards buying the bars and then re-selling…
It may be challenging for the US to assail China’s lead in some clean technologies, writes @davidfickling. But the field is wide open for those yet to get established trib.al/RK5Nvas via @opinion
Spectacular #copper price rally only gaining momentum mining.com/spectacular-co…
#Nickel is at the centre of a global trade war over market share. At the moment, the West is losing the war (disastrously), but China and Indonesia are also fighting to stop a pyrrhic victory 💥 theoregongroup.com/commodities/ni…
The World Silver Survey announced a 265.3m oz market imbalance for 2024. The last time we saw an imbalance similar to this, the price of silver shot up ~27.2%.
#Copper: at the center of the metal supercycle 📈 theoregongroup.com/copper-at-the-…
Gold vs. S&P 500: Which Has Grown More Over Five Years? 🪙 📲 Want more content like this with daily insights from the world’s top creators? See it first on the @VoronoiApp. posts.voronoiapp.com/markets/Gold-H…
Police have named Air Canada employees among suspects in the largest Canadian gold heist in history trib.al/6t4u6ta
A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses @cangsizhi bloomberg.com/news/articles/…
Animated Chart: The World’s Top 15 Carbon Emitters (1850-2022) 🏭️ This graphic by @JamesEagle17 is part of Visual Capitalist’s Creator Program, featuring work from the world’s top data-driven talent ✅ visualcapitalist.com/cp/animation-t…
The ultimate in tax selling coming to TSX/V etc al!?! 66%!!!!!!!! Prb a big win for ASX, LSE and US exchanges.
Size of #tin industry vs other major metals (eg #copper, #nickel, etc) is small, but its importance for tech, such as #AI and #energytransition cannot be underestimated. Is there enough tin supply to hold tech revolution together? >> theoregongroup.com/investment-ins… #tinbarons
BREAKING: Canada is raising capital gains taxes from 50% to 67% ..on individuals making more than $250k in capital gains. Luckily, this applies to everyone in Canada except those who invest in junior mining.
Ouch Canada lifts tax on capital gains above $250K by 33.3% Gains above 250K will be taxed at 2/3rds of income tax rates, from 50% theglobeandmail.com/business/artic…
John Quakes @quakes99
82K Followers 36K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested now in the new #Uranium Bull Market. ⚛️⛏️ 🤠🐂Uranium Insider @uraniuminsider
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115 Followers 573 Following I am an affiliate marketer. Those of you who want to receive free offers and gift cards inbox me.Acuity Advisory Corp. @AcuityAdvisory
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4 Followers 16 FollowingJohn Quakes @quakes99
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34K Followers 2K Following CEO | Benchmark Mineral Intelligence | Our team enables the biggest decisions of the energy transition | Lithium ion battery | Rare earths | #MUFCRobert Friedland @robert_ivanhoe
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23K Followers 1K Following Talking metals, stocks & tech. Investor; corporate advisor, buy + sell side; $80MM+ in deals. AAusIMM • CEO @synergyrescap • deal alerts, tools ↓Crux Investor @CruxInvestor
120K Followers 2K Following Finally, you can access the analysts the big funds use.Katusa Research @KatusaResearch
36K Followers 365 Following Original ideas and research. Founder @MarinKatusa invests, educates, researches and finances the resource sector. Not investment advice.🅿🅴🆃🅴 @Pete__Panda
13K Followers 1K Following Focused on metals & mining // Speculator on TSX & ASX // Engineer // ⚽️ 🚲Dr. Copper PhD🔋�.. @CopperBullish
16K Followers 335 Following #Copper News & Analysis + #Lithium #Nickel #Silver #Gold #Uranium #Cobalt #Commodities #Mining #Renewables #TSX #ASX $TSX $NYSE #Energy ⛏️The Trevor Hall - Min.. @TrevAHall
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19K Followers 344 Following Just here to say things which are true but too unprofessional to put my name on #EFT "I've been ballin' since we had to take the TAAS test" - Lil FlipThe Hive 🐝 @TheHiveTeams
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112K Followers 200 Following 💛 Investor in tenbagger 1.000% Junior #Microcap #Miners #Silver #Gold #Lithium #Copper Retired 38 | not paid not sponsored = unbiased | NOT FINANCIAL ADVICEOh Come On! @BluthCapital
8K Followers 1K Following "There's always money in the banana stand." - George Bluth Sr, 2003 Tweets ≠ Advice. DoYourOwnDueDiligenceWe are pleased today to announce an updated Mineral Resource Estimate for our 100% owned Tellerhäuser Tin Project in Germany, completed by independent geological consultants DMT Group. View: londonstockexchange.com/news-article/1… #FirstTin #1SN #Tin #Tellerhäuser #MRE
The explosion of Artificial Intelligence is expected to trigger a 10-year critical mineral supercycle as the massive energy needs of new #AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets. theoregongroup.com/themencode-pdf…
The World Silver Survey announced a 265.3m oz market imbalance for 2024. The last time we saw an imbalance similar to this, the price of silver shot up ~27.2%.
#Nickel is at the centre of a global trade war over market share. At the moment, the West is losing the war (disastrously), but China and Indonesia are also fighting to stop a pyrrhic victory 💥 theoregongroup.com/commodities/ni…
#Copper: at the center of the metal supercycle 📈 theoregongroup.com/copper-at-the-…
Size of #tin industry vs other major metals (eg #copper, #nickel, etc) is small, but its importance for tech, such as #AI and #energytransition cannot be underestimated. Is there enough tin supply to hold tech revolution together? >> theoregongroup.com/investment-ins… #tinbarons
New mines take nearly 18 years to build #mining theoregongroup.com/investment-new…
The % of state aid for China's EVs vs US, Japan, etc 👇 And this is putting US miners and US automakers on a collision course over supply of critical minerals for electric batteries. Our latest newsletter, US miners vs US automakers: theoregongroup.com/investment-ins…
@A_Milewski Perfect! Because EV commodities is fading.
@A_Milewski A have a cocoa plantation in West Africa for jv option :)
NICKEL 28 Capital Corporation, formerly Highlands Pacific, has continued its commitment to supporting the training of more qualified geoscientists for the Papua New Guinea resources sector. Read more here: ( postcourier.com.pg/nickel-28-comm… )
China is mulling $137 billion of new funds to aid it's housing market. Metal inventories, we have a problem >> theoregongroup.com/commodities/co… #criticalminerals #copper #nickel #IronOre
Did you know that biochar has the potential to remove up to 6% of global emissions annually? That's up to 3 billion tonnes of carbon dioxide per year. We've partnered with @VisualCap to show biochar carbon dioxide removal potential as a percentage of total national emissions.
Our CEO, Philip Williams is presenting at #PDAC2024 @the_PDAC during the #Uranium session on March 5 at 10:26 AM! Join us to learn more about our recent developments: pdac.ca/convention/pro… $ISO $ISENF #Mining #Investing #Uranium #Nuclear #PDAC2024
What would happen if global critical mineral supply fragmented due to geopolitical shocks? The @IMFNews simulated this … @TheOregonGroup details the findings: open.substack.com/pub/theoregong…