Joined September 2009
506 Photos and videos
China's Rare Earth Blunder. open.substack.com/pub/clemis…

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A new spaceX substack from me. Its starting to look spicy! open.substack.com/pub/clemis…

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Clem Chambers retweeted
Clem Chambers, founder, CEO and financial author, rejoins the Metals and Miners pod on 6/5 and shares that he doesn't believe the Fed will raise rates into the higher inflation print because you can't punish your economy because the intrinsic price of stuff has gone up, why he's expecting something really bad to happen, why he expects the Fed to pull the lever and the markets will go up again, why he believes we are in a bubble now and that's probably got two years left in it, why he thinks the Strait of Hormuz can stay closed... and the world can adapt, why commodities may soon become luxuries, how we are in a new epoch, why gold is for war, why SpaceX is kind of like a foreshadowing of crazy valuations coming, and much more! @ClemChambers Watch here --> youtu.be/mkW8orBcQ6g
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Hard to resist....
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Clem Chambers retweeted
Always fun chatting to @ClemChambers this time about one of my favourite subjects #deepseamining. This weekend I will publish on Substack a deep dive on how China has been advancing deep sea mining behind the scenes for over 30 years while nobody was watching and NGO’s did everything in their power to kill the Western Industry. @themetalsco #criticalmineralshub #mineralimperative Undersea Mining. The Next Trillion Dollar Gold Rush youtu.be/av9gZpvASeg?si=Ijs6… via @YouTube
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Clem Chambers retweeted
China controls roughly 95 percent of global high-purity manganese sulphate processing. No other critical mineral category has this much concentration. Giyani's K.Hill project in Botswana just published a definitive feasibility study with mining and hydrometallurgical processing on the same site. Mine to market. In Botswana. The first serious attempt to break the 95 percent.
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Read it first on substack. open.substack.com/pub/clemis…

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Clem Chambers retweeted
One programmer can now do the work of 20. @ClemChambers tells @CVecchioFX that is not just a technology story, that is a massive engine for economic growth. The bottlenecks are not just in chips. Everything that powers this build out is getting stretched and whoever supplies it wins.
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Wild end of month UK SETS auction today. Some folks seem too short before month end to want to report that. Take a bow BT and BP.
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Clem Chambers retweeted
Copper at $13,540 a tonne. Up 40% in a year. Korea is responding by mining cities instead of countries. POSCO extracts 2,700 tonnes of nickel, 800 tonnes of cobalt and 2,500 tonnes of lithium carbonate every year from 12,000 tonnes of waste batteries. The world's biggest battery exporter is becoming its own mine.
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I bought a crazy AI stock yesterday and the thing is thorugh the roof today, so I thought I'd better post before it runs away. open.substack.com/pub/clemis…

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Interesting. The Youtube algo doesnt like me talking about the SpaceX IPO. I wonder why? What did I say???youtu.be/7sNGSUtpKII
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SpaceX IPO. Yes or no? open.substack.com/pub/clemis…

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A spicy youtube from me tomorrow. Watch out for it. 10.45am EST
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