David Timis @DavidTimis
Global Communications & Public Affairs Manager @YouEmployed | Global Shaper @BrusselShapers | Alumnus @UofGlasgow and @collegeofeurope davidtimis.com Brussels, Belgium Joined November 2011-
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"What we call luck is often not purely random, but rather the delayed byproduct of consistently putting yourself in good positions." - @JamesClear
"Talent is a gift. Reliability is a choice." - @JamesClear
THE FULL METALS STACK (Cheat Sheet) Critical material shortages. Copper $FCX $RIO $SCCO Aluminum $AA $CENX $RIO Iron Ore / Steel $VALE $BHP $CLF Nickel $VALE $TMC $HPQFF Lithium $ALB $SQM $LAC Graphite / Anode $SYAAF $NMG $WWR Rare Earths / Magnets $MP $LYSCF $NOPMF Uranium $CCJ $UUUU $DNN Gallium $RIO $AA $AREC Manganese $ELMTF $EMUSF $MNXXF Silicon Metal $GSM $RIO $FQVLF Antimony $UAMY $PPTA $AREC Niobium / Scandium / Titanium $NB $IPX $RIO Gold $NEM $GOLD $AEM $GLD Silver $PAAS $AG $SIL $SLV
The world is heading into a massive mineral shortage. By 2035, we're facing critical deficits in the minerals that power everything: Copper: 33% deficit Lithium: 38% deficit Nickel: 19% deficit Cobalt: 14% deficit Why this is happening: - Every electric vehicle needs 6x more minerals than a gas car. - Every solar panel, wind turbine, and data center requires massive amounts of copper. It takes an average of 16 years to bring a new mine from discovery to production. To stabilize copper alone, we need the equivalent of three new "tier-one" mines opening every year for the next three decades. For lithium? We need at least 30 new mines by 2030. We're nowhere close. The companies that control these minerals are sitting on assets the world desperately needs, and supply simply can’t keep up with demand. I believe the bull market in critical minerals is only getting started. I’ll be beginning my research in this sector next month.
The mineral supercycle is here. By 2035: 33% copper deficit, 38% lithium shortage. Pure plays: Copper: $COPX - ETF $FCX - Miner Lithium: $LIT - ETF $ALB - Miner Nickel: $VALE $NILSY $BHP - Miners EVs, DCs, the Grid need 10x more minerals. Supply can’t keep up with demand.
The world is heading into a massive mineral shortage. By 2035, we're facing critical deficits in the minerals that power everything: Copper: 33% deficit Lithium: 38% deficit Nickel: 19% deficit Cobalt: 14% deficit Why this is happening: - Every electric vehicle needs 6x more
🚨 THE ENERGY TRANSITION NEEDS 293 NEW MINES BY 2030 Battery demand alone requires: • 61 new copper mines • 52 lithium mines • 31 natural graphite mines • 29 rare earth mines • 28 nickel mines Copper gap: • Current supply. 22.9M tonnes • Additional needed. 3.7M tonnes Lithium gap: • +1.2M tonnes required This is industrial scale expansion. Permitting takes 10–15 years. Capex is exploding. Ore grades are declining. If projects don’t accelerate: • Mineral inflation returns • EV margins compress • Energy transition slows The constraint isn’t demand. It’s geology. For me the most interesting one is copper, and i explained why in my latest article. The link is in the below comments👇
Hyperscaler backlog figures tells the $AMZN long thesis. Just look at the frontier lab shares of the backlogs: $MSFT: 44% is OpenAI $ORCL: 54% is OpenAI $GOOG: 42% is Anthropic $AMZN: 29% is OpenAI, 21% is Anthropic AWS has a more balanced risk profile and it’s still projected to grow 30% this year despite already being the largest one.
A Monday morning question for you: How can you position yourself to succeed even if things don't go your way?
@readswithravi 1. Question Every Requirement 2. Delete Any Part or Process You Can 3. Simplify or Optimize 4. Accelerate Cycle Time 5. Automate
@readswithravi Each of Musk’s businesses scales based on “the algorithm”, which is basically a philosophy that every manufacturing process should be as simple as possible, and then be automated. Here are the 5 steps to optimize manufacturing, crucially, the steps have to be completed in order:
You build a thing that knows everything (#AI), and it walks you right back to square one. Energy. Earth. Children. Community. The question of what all the knowing is even for.
@_mrdreams He would have probably elbowed him them and there, if he would have known 😅
Starlink is currently the high-growth cash cow for @SpaceX . The service already has 10 million subscribers, up more than 100% from one year ago. The below map illustrates where those subs are located 🌎
Half of all payloads which have been put into space throughout history have now been carried out by only one entity: @SpaceX 🤯
Marcus Aurelius wrote this over 1800 years ago: “Be satisfied with even the smallest progress.”
#AI is too important not to regulate, and too important not to regulate well. Cc. @Europarl_EN @EU_Commission
Amen!
Do not waste time on things you cannot change or influence.
"If you educate a boy, you educate a family. If you educate a girl you educate the entire village."
"If you want a plant to grow, you can fuss over it every day—watering, weeding, moving it toward the sun. Or you can place it in the right soil and let nature do most of the work. A seed planted in the right spot often thrives on its own." - @JamesClear
"There will always be a gap between where you are and where you want to be. And the bridge between that gap is courage." - @JamesClear
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Nullsec Official Supp... @Nullsec_BOT
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Luis Garicano 🇪�... @lugaricano
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