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🔥 New policy idea for U.S. lithium security: The Strategic Lithium Reserve — a modern SPR for the lithium age. China controls ~70–75% of chemical conversion. Lithium prices have swung 10–15× in two cycles. Western projects struggle to reach FID under this volatility. Full white paper + details: 👉... show more

Howard Klein

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19,170 次观看 • 8 个月前 •via X (Twitter)

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Does the world have enough lithium to power all the electric vehicles and stationary batteries needed to transition the world to 100% clean, renewable energy and storage for everything? The answer is yes. In 2025, the USGS increased its estimate of world lithium resources over land by 30%, to 150 million tons, with the U.S. having the largest resource, 30 million tons, followed by Argentina, Bolivia, Chile, Australia, and China. How much lithium is this? The world has 1.1 billion passenger cars and 375 million trucks and buses. Replacing these requires about 47 million tons of lithium -- 9 million tons for the cars and 38 million tons for the trucks and buses. That’s only 31 percent of the 2025 known lithium resources, and keep in mind, the known resources grow each year as people look for more lithium. What is more, lithium stays in a vehicle during a battery’s 15 to 25-year life. At the end of the battery’s life, the battery is recycled or re-used for stationary electricity storage, so the mining is one-time. For stationary electricity storage itself, less than one-tenth the lithium, 2 to 4 million tons, is needed worldwide than is needed for vehicles. As such, current lithium resources are over three times those needed for vehicles plus storage. Also, many other battery types now exist that don’t use lithium. In sum, there is no shortage of lithium to transition the world to 100% clean, renewable energy and storage for everything. More info Video:

Does the world have enough lithium to power all the electric vehicles and stationary batteries needed to transition the world to 100% clean, renewable energy and storage for everything? The answer is yes. In 2025, the USGS increased its estimate of world lithium resources over land by 30%, to 150 million tons, with the U.S. having the largest resource, 30 million tons, followed by Argentina, Bolivia, Chile, Australia, and China. How much lithium is this? The world has 1.1 billion passenger cars and 375 million trucks and buses. Replacing these requires about 47 million tons of lithium -- 9 million tons for the cars and 38 million tons for the trucks and buses. That’s only 31 percent of the 2025 known lithium resources, and keep in mind, the known resources grow each year as people look for more lithium. What is more, lithium stays in a vehicle during a battery’s 15 to 25-year life. At the end of the battery’s life, the battery is recycled or re-used for stationary electricity storage, so the mining is one-time. For stationary electricity storage itself, less than one-tenth the lithium, 2 to 4 million tons, is needed worldwide than is needed for vehicles. As such, current lithium resources are over three times those needed for vehicles plus storage. Also, many other battery types now exist that don’t use lithium. In sum, there is no shortage of lithium to transition the world to 100% clean, renewable energy and storage for everything. More info Video:

Mark Z. Jacobson

13,130 次观看 • 3 个月前

BOOM. Serbia just lit up—right after Russia took Ukraine’s lithium. You think that’s a coincidence? They want you focused on “protesters.” But this isn’t grassroots. This is a grab for the last major lithium reserves left in Europe. Russia now controls Donetsk. U.S. corporations just lost access. And now? Serbia’s being softened up. Same loop. Same playbook. Ukraine 2014 — rebooted in Belgrade. 🔁 Provocation 📢 Protests 💼 Silent foreign deals The signal is screaming. And Serbia is ground zero in the lithium war. 🔻 Full breakdown now on Patreon 👉 📆 July 1 2025 #Serbia #Lithium #Donetsk #ColorRevolution #ResourceWar #Geopolitics #SignalNotNoise #StevenKuhn #PatreonDrop Joe Rogan Patrick Bet-David

BOOM. Serbia just lit up—right after Russia took Ukraine’s lithium. You think that’s a coincidence? They want you focused on “protesters.” But this isn’t grassroots. This is a grab for the last major lithium reserves left in Europe. Russia now controls Donetsk. U.S. corporations just lost access. And now? Serbia’s being softened up. Same loop. Same playbook. Ukraine 2014 — rebooted in Belgrade. 🔁 Provocation 📢 Protests 💼 Silent foreign deals The signal is screaming. And Serbia is ground zero in the lithium war. 🔻 Full breakdown now on Patreon 👉 📆 July 1 2025 #Serbia #Lithium #Donetsk #ColorRevolution #ResourceWar #Geopolitics #SignalNotNoise #StevenKuhn #PatreonDrop Joe Rogan Patrick Bet-David

Steven Eugene Kuhn

14,400 次观看 • 1 年前

Was The North Carolina/Tennessee Floods an Intentional Grab For Lithium?? Evidence suggests it very well could have been... It's all about lithium. Recent evidence suggests that Hurricane Helene was deliberately directed over North Carolina's Carolina Tin-Spodumene Belt, home to some of the richest lithium deposits in the U.S. Using advanced laser technology, it seems the storm was guided to flood the region, targeting the properties where precious lithium resources lay in wait beneath the surface. Western North Carolina, rich in lithium deposits, has become a target for extraction in recent years. The region, once untouched and full of natural beauty, has now been flooded and disrupted, most likely on purpose in their pursuit of the valuable mineral. Watch As Lasers Are Seen On Radar Seemingly Guiding Hurricane Helene Right Over North Carolina's Lithium Deposits Video by In2ThinAir shows laser like anomalies in storms path. Image 1: NC Lithium Region Image 2: Projected Path of Hurricane Helene Image 3: Actual Path After Help From Lasers This isn’t just a storm—it’s a calculated move to control lithium extraction in North Carolina. The destruction seems to serve an agenda to push out residents to make way for mining operations, all in the name of securing this vital resource. This is weather warfare! NEVER FORGET #Agenda2030 #LaserManipulation #HurricaneHelene #LithiumDeposits #NCWeather #RadarEvidence #CarolinaTinSpodumeneBeltline #KristyTallman #HurricanePathChange

Was The North Carolina/Tennessee Floods an Intentional Grab For Lithium?? Evidence suggests it very well could have been... It's all about lithium. Recent evidence suggests that Hurricane Helene was deliberately directed over North Carolina's Carolina Tin-Spodumene Belt, home to some of the richest lithium deposits in the U.S. Using advanced laser technology, it seems the storm was guided to flood the region, targeting the properties where precious lithium resources lay in wait beneath the surface. Western North Carolina, rich in lithium deposits, has become a target for extraction in recent years. The region, once untouched and full of natural beauty, has now been flooded and disrupted, most likely on purpose in their pursuit of the valuable mineral. Watch As Lasers Are Seen On Radar Seemingly Guiding Hurricane Helene Right Over North Carolina's Lithium Deposits Video by In2ThinAir shows laser like anomalies in storms path. Image 1: NC Lithium Region Image 2: Projected Path of Hurricane Helene Image 3: Actual Path After Help From Lasers This isn’t just a storm—it’s a calculated move to control lithium extraction in North Carolina. The destruction seems to serve an agenda to push out residents to make way for mining operations, all in the name of securing this vital resource. This is weather warfare! NEVER FORGET #Agenda2030 #LaserManipulation #HurricaneHelene #LithiumDeposits #NCWeather #RadarEvidence #CarolinaTinSpodumeneBeltline #KristyTallman #HurricanePathChange

Kristy Tallman

45,640 次观看 • 1 年前

Taming the Edge: How lithium could help us control #fusion plasmas. This video captures the first flashes of lithium being injected into the #plasma of our ST40 tokamak, marking the start of our exploration into its effects. Why lithium? In fusion research, we aim for H-mode, a high-performance state with improved plasma confinement. Future fusion power plants are expected to operate in this mode. But H-mode brings a challenge: ELMs (Edge Localised Modes) are bursts of energy at the plasma edge, similar to mini solar flares. These can reduce plasma temperature and damage the divertor with intense heat and particles. Pioneering work by PPPL and others has shown that lithium can suppress ELMs and increase energy confinement time, leading to higher temperatures. On ST40, we’re currently injecting lithium powder during plasma shots to explore its effects. As part of our upcoming ST40 LEAPS upgrade – in partnership with the U.S. Department of Energy and Department for Energy Security and Net Zero – we’ll go further, coating plasma-facing components with solid lithium using the ‘lithium evaporation’ technique. We’ll be experimentally testing several mechanisms. One key focus is how lithium absorbs hydrogen isotopes and reduces their recycling back into the plasma, lowering the density at the plasma edge, leading to a more stable edge pressure gradient. We’re starting to understand more about lithium’s effect on plasma performance, and early results show lithium isn't getting into the plasma core, which is good news for avoiding diluting the fusion fuel in future plants. The physics is complex, and we’re still learning. But each step brings us closer to fusion energy. By incorporating lithium into ST40, the world’s highest field spherical tokamak, we’re advancing our understanding of this critical enabling technology. #Fusion #FusionEnergy #Innovation #Limitless #EnergyTransition

Taming the Edge: How lithium could help us control #fusion plasmas. This video captures the first flashes of lithium being injected into the #plasma of our ST40 tokamak, marking the start of our exploration into its effects. Why lithium? In fusion research, we aim for H-mode, a high-performance state with improved plasma confinement. Future fusion power plants are expected to operate in this mode. But H-mode brings a challenge: ELMs (Edge Localised Modes) are bursts of energy at the plasma edge, similar to mini solar flares. These can reduce plasma temperature and damage the divertor with intense heat and particles. Pioneering work by PPPL and others has shown that lithium can suppress ELMs and increase energy confinement time, leading to higher temperatures. On ST40, we’re currently injecting lithium powder during plasma shots to explore its effects. As part of our upcoming ST40 LEAPS upgrade – in partnership with the U.S. Department of Energy and Department for Energy Security and Net Zero – we’ll go further, coating plasma-facing components with solid lithium using the ‘lithium evaporation’ technique. We’ll be experimentally testing several mechanisms. One key focus is how lithium absorbs hydrogen isotopes and reduces their recycling back into the plasma, lowering the density at the plasma edge, leading to a more stable edge pressure gradient. We’re starting to understand more about lithium’s effect on plasma performance, and early results show lithium isn't getting into the plasma core, which is good news for avoiding diluting the fusion fuel in future plants. The physics is complex, and we’re still learning. But each step brings us closer to fusion energy. By incorporating lithium into ST40, the world’s highest field spherical tokamak, we’re advancing our understanding of this critical enabling technology. #Fusion #FusionEnergy #Innovation #Limitless #EnergyTransition

Tokamak Energy

66,652 次观看 • 1 年前

🔥 NEW VIDEO 🔥 With lithium prices near 4-year lows, is now the time to buy? Matt Fernley joins Howard Klein and Rodney Hooper to discuss valuations, production risks, and the path to recovery. 🔑 Key Themes Discussed: 📉 Are we near the bottom of lithium’s bear cycle? Matt outlines why lithium prices may have only 10–15% further downside—pointing to the cost base of low-cost producers—and what needs to happen for a recovery: namely, production cuts. 📈 Long-term demand outlook vs short-term pain: Matt sees global lithium demand growing to 6.1Mt by 2035, well above Rio Tinto's estimates. But near-term oversupply and rising inventory levels mean a recovery could take time unless high-cost supply is curtailed. ⚡ Energy Storage & Tech Evolution: ESS is seeing a major technology leap—from 2MWh to 9–20MWh containers—driving up efficiency, lowering costs, and quietly reshaping lithium demand forecasts. 🌍 Spotlight on Supply: China’s lepidolite, Brazil’s mineralogy, and the rise of lithium sulfate intermediates: Matt discusses why Chinese lepidolite may be lower cost than widely assumed, and why Brazil and North America could be the next key nodes in lithium processing and value-add. Plus: His current top picks in lithium equities, insights on manganese, rare earths, and whether spodumene from WA is still as competitive as many think. NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

🔥 NEW VIDEO 🔥 With lithium prices near 4-year lows, is now the time to buy? Matt Fernley joins Howard Klein and Rodney Hooper to discuss valuations, production risks, and the path to recovery. 🔑 Key Themes Discussed: 📉 Are we near the bottom of lithium’s bear cycle? Matt outlines why lithium prices may have only 10–15% further downside—pointing to the cost base of low-cost producers—and what needs to happen for a recovery: namely, production cuts. 📈 Long-term demand outlook vs short-term pain: Matt sees global lithium demand growing to 6.1Mt by 2035, well above Rio Tinto's estimates. But near-term oversupply and rising inventory levels mean a recovery could take time unless high-cost supply is curtailed. ⚡ Energy Storage & Tech Evolution: ESS is seeing a major technology leap—from 2MWh to 9–20MWh containers—driving up efficiency, lowering costs, and quietly reshaping lithium demand forecasts. 🌍 Spotlight on Supply: China’s lepidolite, Brazil’s mineralogy, and the rise of lithium sulfate intermediates: Matt discusses why Chinese lepidolite may be lower cost than widely assumed, and why Brazil and North America could be the next key nodes in lithium processing and value-add. Plus: His current top picks in lithium equities, insights on manganese, rare earths, and whether spodumene from WA is still as competitive as many think. NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Rock Stock Channel

28,183 次观看 • 1 年前

Construction of Thacker Pass is expected to create 1,800 direct jobs in northern #Nevada. Major construction of Phase 1 is expected to commence in the second half of 2024, following the anticipated closing of the U.S. Department of Energy ATVM Loan. $LAC #lithium This clip is just a sneak peek, watch the YouTube version for the whole video:

Construction of Thacker Pass is expected to create 1,800 direct jobs in northern #Nevada. Major construction of Phase 1 is expected to commence in the second half of 2024, following the anticipated closing of the U.S. Department of Energy ATVM Loan. $LAC #lithium This clip is just a sneak peek, watch the YouTube version for the whole video:

Lithium Americas

17,631 次观看 • 2 年前

NEW: Dog starts a house fire in Tulsa, Oklahoma after chewing through a portable lithium-ion battery. The Tulsa Fire Department released the following video to warn people about the "dangers of lithium-ion batteries." Two dogs and a cat were filmed hanging out before one of the dogs started the fire with the battery pack. The animals were filmed in the living room on an indoor monitoring camera, observing the fire before it got out of hand. "Lithium-ion batteries are known for storing a significant amount of energy in a compact space," the fire department said. "However, when this energy is released uncontrollably, it can generate heat, produce flammable and toxic gases, and even lead to explosions." The pets were able to escape the home through a dog door.

NEW: Dog starts a house fire in Tulsa, Oklahoma after chewing through a portable lithium-ion battery. The Tulsa Fire Department released the following video to warn people about the "dangers of lithium-ion batteries." Two dogs and a cat were filmed hanging out before one of the dogs started the fire with the battery pack. The animals were filmed in the living room on an indoor monitoring camera, observing the fire before it got out of hand. "Lithium-ion batteries are known for storing a significant amount of energy in a compact space," the fire department said. "However, when this energy is released uncontrollably, it can generate heat, produce flammable and toxic gases, and even lead to explosions." The pets were able to escape the home through a dog door.

Collin Rugg

20,925,427 次观看 • 2 年前

🚨 Germany just discovered 43 million tonnes of lithium—one of the largest lithium projects in the world. If Germany can turn this into production, it will be the battery capital of Europe. That matters for America too. Why? A stronger European battery supply chain means the U.S. gets help countering China’s dominance in the energy sector. And it’s not just about mining. Germany is already building refineries in Brandenburg and Saxony-Anhalt. Car giants (like BMW and Mercedes) are building gigafactories. If Germany controls both the mining and refining, it will own the entire European battery supply chain—giving the West more power against axis powers like Russia and China. Let’s GOOO!!

🚨 Germany just discovered 43 million tonnes of lithium—one of the largest lithium projects in the world. If Germany can turn this into production, it will be the battery capital of Europe. That matters for America too. Why? A stronger European battery supply chain means the U.S. gets help countering China’s dominance in the energy sector. And it’s not just about mining. Germany is already building refineries in Brandenburg and Saxony-Anhalt. Car giants (like BMW and Mercedes) are building gigafactories. If Germany controls both the mining and refining, it will own the entire European battery supply chain—giving the West more power against axis powers like Russia and China. Let’s GOOO!!

shay 🇮🇱🇺🇸

36,301 次观看 • 10 个月前

A crisis situation is unfolding in the California desert. Thousands of people headed to Las Vegas have been stuck on the I-40 for many hours, running out of gas and water. This is all due to the lithium battery truck fire that closed down I-15 yesterday.

A crisis situation is unfolding in the California desert. Thousands of people headed to Las Vegas have been stuck on the I-40 for many hours, running out of gas and water. This is all due to the lithium battery truck fire that closed down I-15 yesterday.

Las Vegas Locally 🌴

7,173,748 次观看 • 2 年前

🚨#BREAKING Hurricane HELENE *UPDATE* This will BLOW your MIND! 🤯 Lithium Battery Deposit SIT under the ground of Asheville, North Carolina! MARK My words... If something isn't done to save this land that has been devastated by Hurricane Helene in North Carolina, they will begin MINING or building Lithium facilities in the devastated areas of North Carolina. ONLY 70 Miles from Asheville is one of the biggest Lithium deposit and factory's we have, and they have been buying up land all over that area. Don't believe me?... Read the article in the attached post below on the progress thus far and all the land they have been buying in that EXACT AREA! Ask yourself if it's still a coincidence that a once in a century storm just hit that area... For those of you who haven't seen the video of VERY strange anomalies taking place during Hurricane Helene the video is below! #HurricaneHelene #ashevilleflooding

🚨#BREAKING Hurricane HELENE UPDATE This will BLOW your MIND! 🤯 Lithium Battery Deposit SIT under the ground of Asheville, North Carolina! MARK My words... If something isn't done to save this land that has been devastated by Hurricane Helene in North Carolina, they will begin MINING or building Lithium facilities in the devastated areas of North Carolina. ONLY 70 Miles from Asheville is one of the biggest Lithium deposit and factory's we have, and they have been buying up land all over that area. Don't believe me?... Read the article in the attached post below on the progress thus far and all the land they have been buying in that EXACT AREA! Ask yourself if it's still a coincidence that a once in a century storm just hit that area... For those of you who haven't seen the video of VERY strange anomalies taking place during Hurricane Helene the video is below! #HurricaneHelene #ashevilleflooding

In2ThinAir

3,341,584 次观看 • 1 年前

🔥NEW VIDEO🔥 Howard Klein and Rodney Hooper welcome back Energy Transition Investor of Arcane Capital Advisors for a timely deep dive into his outlier bullish thesis on lithium demand. 🔑 Key Themes: 1. Demand Surprise Incoming? YJ is forecasting global lithium demand of 1.6 million tons in 2025—well above consensus—and sees a sharp inflection into deficit territory by Q4 this year. His 2030 forecast of 4.4 million tons is 1M tons higher than Albemarle’s. 2. EVs + Energy Storage + More From surging China EV sales and battery energy storage (BESS) buildouts to under-the-radar demand from e-buses, container ships, and even humanoid robots, YJ walks through where traditional forecasts fall short—and how cumulative “small” applications could drive major upside. 3. Boom/Bust to Boom Again? After a brutal downcycle, oversupply fears may be overblown. Many marginal projects are delayed or shelved, while low prices are now unlocking new demand globally. With Arcane’s 15-year fund track record outperforming clean energy indices, YJ shares where he’s deploying capital now—and why his team believes lithium equities are at compelling entry points. Watch the full discussion here 👉

🔥NEW VIDEO🔥 Howard Klein and Rodney Hooper welcome back Energy Transition Investor of Arcane Capital Advisors for a timely deep dive into his outlier bullish thesis on lithium demand. 🔑 Key Themes: 1. Demand Surprise Incoming? YJ is forecasting global lithium demand of 1.6 million tons in 2025—well above consensus—and sees a sharp inflection into deficit territory by Q4 this year. His 2030 forecast of 4.4 million tons is 1M tons higher than Albemarle’s. 2. EVs + Energy Storage + More From surging China EV sales and battery energy storage (BESS) buildouts to under-the-radar demand from e-buses, container ships, and even humanoid robots, YJ walks through where traditional forecasts fall short—and how cumulative “small” applications could drive major upside. 3. Boom/Bust to Boom Again? After a brutal downcycle, oversupply fears may be overblown. Many marginal projects are delayed or shelved, while low prices are now unlocking new demand globally. With Arcane’s 15-year fund track record outperforming clean energy indices, YJ shares where he’s deploying capital now—and why his team believes lithium equities are at compelling entry points. Watch the full discussion here 👉

Rock Stock Channel

27,562 次观看 • 1 年前

🚨🇺🇸🇨🇳BREAKING: YELLEN - CHEAP CHINESE GOODS THREATEN WORLD ECONOMY "Now, we're seeing an increase in business investment in a number of new industries targeted by the PRC's industrial policy, and that includes electric vehicles, lithium-ion batteries, and solar. China is now simply too large for the rest of the world to absorb this enormous capacity. Actions taken by the PRC today can shift world prices. And when the global market is flooded by artificially cheap Chinese products, the viability of American and other foreign firms is put into question." Source: Reuters

🚨🇺🇸🇨🇳BREAKING: YELLEN - CHEAP CHINESE GOODS THREATEN WORLD ECONOMY "Now, we're seeing an increase in business investment in a number of new industries targeted by the PRC's industrial policy, and that includes electric vehicles, lithium-ion batteries, and solar. China is now simply too large for the rest of the world to absorb this enormous capacity. Actions taken by the PRC today can shift world prices. And when the global market is flooded by artificially cheap Chinese products, the viability of American and other foreign firms is put into question." Source: Reuters

Mario Nawfal

1,674,834 次观看 • 2 年前

Plasma is better in colour! Watch one of our latest #plasma pulses in our ST40 tokamak, filmed using our new high-speed colour camera at an incredible 16,000 frames per second. Each pulse lasts around a fifth of a second. What you’re seeing is mostly visible light from the plasma’s edge, glowing pink. The core is simply too hot to emit visible light. In this footage, lithium is dropped into the plasma. As it interacts, it glows red when excited, then turns green as it becomes ionised, losing an electron. From there, it traces the magnetic field lines, revealing the plasma’s path around the tokamak. Lithium is the focus of our $52 million ST40 upgrade programme, in partnership with U.S. Department of Energy and Department for Energy Security and Net Zero. This builds on pioneering work at PPPL and others that has shown that lithium can significantly improve plasma performance. This video comes from ongoing research into X-point radiator (XPR) regimes, a promising operating mode for future #fusion power plants that aims to cool the plasma before it reaches plasma-facing components (PFCs), helping to reduce wear without compromising performance. Fusion research just got a lot more colourful! 👇 #Fusion #FusionEnergy #EnergyTransition #Innovation

Plasma is better in colour! Watch one of our latest #plasma pulses in our ST40 tokamak, filmed using our new high-speed colour camera at an incredible 16,000 frames per second. Each pulse lasts around a fifth of a second. What you’re seeing is mostly visible light from the plasma’s edge, glowing pink. The core is simply too hot to emit visible light. In this footage, lithium is dropped into the plasma. As it interacts, it glows red when excited, then turns green as it becomes ionised, losing an electron. From there, it traces the magnetic field lines, revealing the plasma’s path around the tokamak. Lithium is the focus of our $52 million ST40 upgrade programme, in partnership with U.S. Department of Energy and Department for Energy Security and Net Zero. This builds on pioneering work at PPPL and others that has shown that lithium can significantly improve plasma performance. This video comes from ongoing research into X-point radiator (XPR) regimes, a promising operating mode for future #fusion power plants that aims to cool the plasma before it reaches plasma-facing components (PFCs), helping to reduce wear without compromising performance. Fusion research just got a lot more colourful! 👇 #Fusion #FusionEnergy #EnergyTransition #Innovation

Tokamak Energy

2,085,198 次观看 • 10 个月前

How can a submarine be invisible? In this new episode of “Insiders,” we take you inside the U-212 NFS, the submarine we are building for the Navy under OCCAR management, with delivery scheduled for 2029. A cutting-edge platform in every respect, set to redefine the future of undersea operations. Cybersecurity, lithium batteries, magnetically compensated machinery… dive with us into the futuristic world of the U-212 NFS! This video was translated with our AI ecosystem brAIn. Curious to see the original video in Italian? Join us on Instagram! 👉 Marina Militare

How can a submarine be invisible? In this new episode of “Insiders,” we take you inside the U-212 NFS, the submarine we are building for the Navy under OCCAR management, with delivery scheduled for 2029. A cutting-edge platform in every respect, set to redefine the future of undersea operations. Cybersecurity, lithium batteries, magnetically compensated machinery… dive with us into the futuristic world of the U-212 NFS! This video was translated with our AI ecosystem brAIn. Curious to see the original video in Italian? Join us on Instagram! 👉 Marina Militare

Fincantieri

1,208,545 次观看 • 5 个月前

🏭 REINDUSTRIALIZATION & COMMODITIES: THE NEW AMERICAN GRAND STRATEGY A tectonic shift is underway. The U.S. is no longer claiming global leadership—it's retreating to its own hemisphere. Here’s what this means for the future of power, commodities, and industry: THE GRAND STRATEGY: “WESTERN HEMISPHERE” IS THE NEW KEY PHRASE 🇺🇸 Official U.S. strategy documents now consistently refer to the “Western Hemisphere,” not the world. ➡️ This is a strategic admission: global dominance is unsustainable. The focus is now on a geographically defined sphere of control. ⚠️ The new National Security Strategy (NSS) is blunt: military strength is built on economic and industrial capacity. Without a strong production base, there is no military might. REINDUSTRIALIZATION = NATIONAL SECURITY ✅ The NSS declares reindustrialization the top national priority. ➡️ It calls for national mobilization, scaling arms production, reshoring critical supply chains, and preparing for a long-term systemic competition with China. 🛡️ The bedrock of American power is no longer the aircraft carrier—it’s the factory floor, the mine, and the semiconductor fab. 🔗 This is a return to a resource-based and production-centric view of power. HEMISPHERIC DOMINANCE: THE “DONROE DOCTRINE” IN ACTION ✅ A modern, hardened version of the 1823 Monroe Doctrine is now U.S. policy. ➡️ The hemisphere is to be stabilized, controlled, and shielded from external powers. It will serve as the exclusive U.S. production space, resource zone, and security perimeter. 🇻🇪 The Venezuela operation was the clearest signal: absolute U.S. control in its backyard is non-negotiable. 🗺️ This means securing critical minerals, energy, and supply chains from Alaska to Argentina. THE IMPLICATIONS FOR COMMODITY INVESTORS ➡️For commodity investors, this is a historic re-rating event. ➡️Capital will flood towards miners and developers that provide the secure, strategic supply that this new era of hemispheric competition desperately requires. ➡️Reindustrialization and hemispheric security require physical stuff. This mandates a multi-decade boom in demand for both energy commodities (oil, gas, uranium) and industrial & critical minerals (copper, nickel, silver, rare earths ecc.) Current personal portfolio for this commodity supercycle: (No investment advice - DYODD) Silver: $HL $EXK $AG $SCZ $AGMR $SSV $GSVR $ABRA $AAG $MGG $KTN $EQTY Gold: $TUD $GWM $PEX (Copper) Platinum/Gold/Lithium: $SBSW Nickel/Copper/Cobalt/PGE/Rhodium: $PGE.V Lithium: $BRW Uranium/REE: $UUUU Graphene: $HGRAF

🏭 REINDUSTRIALIZATION & COMMODITIES: THE NEW AMERICAN GRAND STRATEGY A tectonic shift is underway. The U.S. is no longer claiming global leadership—it's retreating to its own hemisphere. Here’s what this means for the future of power, commodities, and industry: THE GRAND STRATEGY: “WESTERN HEMISPHERE” IS THE NEW KEY PHRASE 🇺🇸 Official U.S. strategy documents now consistently refer to the “Western Hemisphere,” not the world. ➡️ This is a strategic admission: global dominance is unsustainable. The focus is now on a geographically defined sphere of control. ⚠️ The new National Security Strategy (NSS) is blunt: military strength is built on economic and industrial capacity. Without a strong production base, there is no military might. REINDUSTRIALIZATION = NATIONAL SECURITY ✅ The NSS declares reindustrialization the top national priority. ➡️ It calls for national mobilization, scaling arms production, reshoring critical supply chains, and preparing for a long-term systemic competition with China. 🛡️ The bedrock of American power is no longer the aircraft carrier—it’s the factory floor, the mine, and the semiconductor fab. 🔗 This is a return to a resource-based and production-centric view of power. HEMISPHERIC DOMINANCE: THE “DONROE DOCTRINE” IN ACTION ✅ A modern, hardened version of the 1823 Monroe Doctrine is now U.S. policy. ➡️ The hemisphere is to be stabilized, controlled, and shielded from external powers. It will serve as the exclusive U.S. production space, resource zone, and security perimeter. 🇻🇪 The Venezuela operation was the clearest signal: absolute U.S. control in its backyard is non-negotiable. 🗺️ This means securing critical minerals, energy, and supply chains from Alaska to Argentina. THE IMPLICATIONS FOR COMMODITY INVESTORS ➡️For commodity investors, this is a historic re-rating event. ➡️Capital will flood towards miners and developers that provide the secure, strategic supply that this new era of hemispheric competition desperately requires. ➡️Reindustrialization and hemispheric security require physical stuff. This mandates a multi-decade boom in demand for both energy commodities (oil, gas, uranium) and industrial & critical minerals (copper, nickel, silver, rare earths ecc.) Current personal portfolio for this commodity supercycle: (No investment advice - DYODD) Silver: $HL $EXK $AG $SCZ $AGMR $SSV $GSVR $ABRA $AAG $MGG $KTN $EQTY Gold: $TUD $GWM $PEX (Copper) Platinum/Gold/Lithium: $SBSW Nickel/Copper/Cobalt/PGE/Rhodium: $PGE.V Lithium: $BRW Uranium/REE: $UUUU Graphene: $HGRAF

Mark

20,616 次观看 • 7 个月前

【CCP COLLAPSE】Recently, two disasters drew international attention: the collapse of Thailand’s government audit building and a deadly explosion of a Xiaomi electric vehicle—both linked to the Chinese Communist Party. Shoddy residential construction, public infrastructure collapses, and exploding lithium batteries in electric vehicles have become frequent occurrences in China under the CCP. Through Belt and Road infrastructure projects and aggressive EV dumping, the CCP is exporting its disasters—collapsing buildings, exploding vehicles—as well as its corruption and exploitation of the people to the rest of the world. The CCP poses a threat to global safety. Decoupling from the CCP is essential to saving human lives. #ccpcollapse

【CCP COLLAPSE】Recently, two disasters drew international attention: the collapse of Thailand’s government audit building and a deadly explosion of a Xiaomi electric vehicle—both linked to the Chinese Communist Party. Shoddy residential construction, public infrastructure collapses, and exploding lithium batteries in electric vehicles have become frequent occurrences in China under the CCP. Through Belt and Road infrastructure projects and aggressive EV dumping, the CCP is exporting its disasters—collapsing buildings, exploding vehicles—as well as its corruption and exploitation of the people to the rest of the world. The CCP poses a threat to global safety. Decoupling from the CCP is essential to saving human lives. #ccpcollapse

NFSC Speaks

28,518 次观看 • 1 年前