The Methodical Investor @methodicalinv
Joined February 2021-
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China is trying to cut capacity in its domestic polysilicon industry by targeting at least 1Mt of lower-quality capacity. That's a huge amount given that China's production capacity was 3.25Mt last year. reuters.com/sustainability…
When it comes to natural gas, a lot of US exports go to Canada and Mexico, but for coal and crude oil, large amounts go to Europe and Asia. This has important geopolitical implications.
We'll have to see if policy changes impact the shift in electricity production that has been occurring. From natural gas earlier in the century, to wind, and now solar with battery storage. The space is quite dynamic.
Copper TC/RCs remain near record lows. It doesn't look like any type of price recovery is in the offing.
S&P Global notes that gold miners are increasingly focused on known assets with lower risks. This growing risk-aversion has resulted in 56% of the initial resource announcements this decade coming from existing projects, and the quality of those discoveries has also been lower.
Globally, 416 nuclear power reactors operate in 31 countries with 376 GW of installed generating capacity. However, the top 5 countries, those being the US, France, China, Russia, and South Korea, account for over two-thirds of that capacity.
Exploration-stage Lindian signed an offtake for its Malawi rare earths project with Australia-based Iluka for its 55% TREO monazite, with almost 20% neodymium and praseodymium, and also expanded its tenement. It has a 261Mt Resource with 45 yrs LOM. thewest.com.au/business/publi…
Numerous US military platforms are dependent on rare earths, such as neodymium, praseodymium, samarium, and dysprosium.
The US reliance on OPEC for crude oil is hitting lows not seen in decades. Imports from geopolitical ally Canada are proving to be a good substitute for OPEC output.
The fall in US crude oil and natural gas imports is impacting many aspects of its foreign policy.
Last year, US energy imports fell to 17% of needed supply, which is half the 2006 amount and the lowest share since the 80s. This is largely thanks to fracking, which added substantially capacity to crude oil and natural gas production.
Chile is recovering from the copper mining difficulties it has had to face in recent years. Copper export revenues are on the rise, both as a result of higher prices and higher volumes.
This outlines a good way to think of the mine development cycle as well as the Preliminary Economic Assessment (PEA), the Prefeasilibilty Study (PFS), and the Definitive Feasibility Study (DFS or FS).
The Lassonde Curve provides a good overview of a typical junior miner's life cycle.
China is buying more of Russia's metal production as aluminum, copper, and nickel exports to the country have surged 56%, 66%, and 100%+ respectively, so far this year.
US and European investors in physical gold have been dialing it back in recent years while those in other parts of the world have increased their purchases.
Interestingly, US petroleum and uranium (nuclear) consumption have remained fairly stable over recent decades. Meanwhile, there have been major shifts in natural gas, coal, and wind and solar energy use.
US refining capacity has remained stable over the past decade, in spite of the considerable increase in crude oil and natural gas production.
While there's a lot of talk about praseodymium prices, ever since China put tighter controls on rare earth magnet exports, they are still well off 2022 highs.
Stats put out by the International Copper Study Group show that both global copper mine capacity and production have grown over the past 4 years.
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