Founder @IvanhoeMines_ | @IvanhoeElectric | Everything affects everything, everywhere, all the time šŸŒŽ

Joined August 2022
374 Photos and videos
Robert Friedland retweeted
Catch our President and CEO Taylor Melvin on @Bloomberg Open Interest on Monday, June 15 at 10:45 AM ET for a discussion on copper markets and the growing importance of critical minerals in global supply chains, including the evolving relationship between U.S. and international copper pricing. This discussion comes at a time when copper markets are increasingly central to the energy transition and national security. @ivanhoeelectric is developing the Santa Cruz Copper Project – one of the largest new U.S. copper mines in more than a decade. The Santa Cruz Copper Project will support American supply chain independence by providing refined metal that is vital to advanced manufacturing, infrastructure development, technology, and national security. #Copper #Mining #Bloomberg #OpenInterest
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A joint statement was made yesterday in Paris at the @G7 Critical Minerals Investment forum. The statement was signed by mining companies (including Ivanhoe Atlantic), investors, financiers and industry stakeholders, who have each pledged to combine efforts in the development of critical mineral projects across the G7 countries. Rome wasn’t built in a day. Great achievements take time and persistence. The joint statement marks an important first step in mobilizing the capital, partnerships and long-term commitment required to build resilient and diversified supply chains among trusted partners… and the Ivanhoe Group looks forward to doing our bit to support this great initiative. @IvanhoeMines_ @IvanhoeAtlantic @IPulseGroup ivanhoemines.com ivanhoeatlantic.com/ ipulse-group.com
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Robert Friedland retweeted
Kamoa-Kakula's copper anodes recently arrived at @AurubisOlen refinery in Belgium, where they've been refined into >99.99% - pure LME Grade A copper cathodes. ​The anode delivery was Kamoa-Kakula’s inaugural shipment that travelled from the DRC Copperbelt to Europe, via the Lobito Railway Corridor. We believe the creation of this new supply chain produces some of the world's lowest carbon-intensive refined copper, thanks to the renewable energy used in the processing, smelting, and refining of the copper.
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RT @IvanhoeMines_: We rely on @Starlink at our exploration camps in the DRC and Zambia, where we are exploring for the next great copper di…
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Robert Friedland retweeted
Three decades in the making. From exploration license to building one of the world's largest and greenest copper producing complexes. The Kamoa-Kakula story. $IVN
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Robert Friedland retweeted
Zinc prices are near four-year highs. Kipushi set a new record with 25,677 tonnes produced in May, putting the mine on track to be among the world’s top four zinc producers in 2026.šŸ’„ $IVN
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A must-watch interview between Jeff Currie and Mario Nawfal. The interview is a master's degree in modern history, through the lens of energy. Energy explains far more of modern and future politics than most people realize. Take an hour and watch the full interview: youtube.com/watch?v=0FG9dYTE… @CommodMkt @MarioNawfal
šŸšØšŸ‡ŗšŸ‡øšŸ‡ØšŸ‡³ Thirty years ago, the West handed China control of critical mineral processing to keep it out of their backyards. Jeffrey Currie just explained how that decision became a national security crisis. "They control the critical minerals. And now let's put the BRICs together. You know, is this really... BRICs versus G7." China has the atoms, the molecules, the calories, and the chips. The West is only now realizing what it gave away. @CommodMkt
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Robert Friedland retweeted
Ivanhoe Mines Reports Kipushi Mine Produced a Record 25,677 Tonnes of Zinc in May Full release: tinyurl.com/49wdkm98 $IVN
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Robert Friedland retweeted
Over the coming years we will expand the Platreef platinum-palladium-nickel-rhodium-copper-gold mine to become the world's largest and lowest cost primary PGM producer šŸ’„
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Comex copper prices are brushing all-time highs as we hear rumours that a US copper tariff may be introduced from January 2027. The premium that Comex copper is trading at over the LME, for December 2026 futures, is closing in on $1,000 per tonne (the arbitrage is right hand column)
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This is potentially another historic day… Copper is up 15 cents per pound, approaching record highs on news out of the Middle East. @CRUGROUP have announced that sulphuric acid has broken $1,000/t in Indonesian and metal supply from the region is under increasing strain. It’s business as usual at our Kamoa-Kakula, Kipushi and Platreef operations. While we are praying for peace, we continue to keep a close eye on world events. @IvanhoeMines_
India's NFL issued a tender last week for 1.7 Mt #urea for July shipment, following IPL's 15 April tender, which secured 2.5 Mt. Despite this, global prices mostly declined amid subdued demand, with news of China reopening its urea export window further softening sentiment (1/3)
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In addition to @MorganStanley , @Citibank have also revised higher their near-term copper price target to $15,000 per tonne over the next 6-12 months ($13,636 per tonne today). Citibank expects price tailwinds from supply growth concerns, US copper tariffs, as well as strong global growth even if the Strait of Hormuz remains closed through the summer… and the reopening of the Strait being even more bullish for copper. This is why Morgan Stanley says buy the dip
Morgan Stanley's new copper outlook is out, and it says to buy on dips... "Copper is already trading near all-time highs, and net longs on COMEX are at a record level. However, with supply disruptions rising, US imports expected to stay strong for now and signs that China is restocking on dips, any pullbacks in copper are likely to be short-lived in our view. The US tariff decision remains key, but the current COMEX-LME spread should be attracting metal. A decision to raise tariffs could accelerate the move higher."
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Morgan Stanley's new copper outlook is out, and it says to buy on dips... "Copper is already trading near all-time highs, and net longs on COMEX are at a record level. However, with supply disruptions rising, US imports expected to stay strong for now and signs that China is restocking on dips, any pullbacks in copper are likely to be short-lived in our view. The US tariff decision remains key, but the current COMEX-LME spread should be attracting metal. A decision to raise tariffs could accelerate the move higher."
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