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Divining atoms to create a planetary map of resources @Atomionics
Earth
Joined May 2012
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We are hitting this weird zone where the demand is insanely ramping up but the supply is insanely shrinking.
The major copper ore types are
Iron oxide copper gold (skarn)
Porphyry copper
Iocg exploration is limited because you keep hitting the iron without knowing if theres copper and copper porphyry is a spread out deposit type that is pretty deep
Current exploration relies so heavily on drilling that finding and bringing it online will take 10-12 years
The demand for energy is so vast that we are now in the phase where if you have built infrastructure and trust with the producers, you build!
LNG has gone full wildcat. Here's $100 million going into a LNG project with lots of signed MOUs, HOAs, and several cocktail napkins. The highly successful CEO's background is in the manufacturing of home furnishings. Baker Hughes is in for 5%. I love America. @ColumbiaUEnergy
Honestly, the comments on @dwarkesh_sp podcast about OpenAI spending vast money on compute 'like a drunken sailor' sounds hypocritical in hindsight?
Anthropic IPO prospectus leaked to Reuters
Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus.
The prospectus details how the company has grown sharply in the last year — while also posting wider losses. Revenue grew 12-fold in 2025 to nearly $4.6 billion, even as the company lost more than $8 billion on an operating basis, excluding writedowns of various liabilities mostly tied to previous fundraising, according to the documents, reported here for the first time.
reuters.com/business/finance…
Mining within the borders of the United States is absolutely critical.
The US has one of the most prolific endowments underground. The USGS reports $35T of Copper under the ground in the US.
IF we are able to access it, the US will dominate the new world of data centers and on shore manufacturing.
This is what happened with Shale, great to see strong support for unlocking the resources.
This endowment will help mitigate the income disparity for the population
Mined, Melted, and Poured in America: President Trump Reverses Years of Anti-Mining Policy whitehouse.gov/releases/2026…
High ceilings in an office with enough sunlight makes the mind more creative, the heart more dedicated to the task, and the atoms cooler.
@atomionics
Wait till the first metal out of the ground in the US comes out in 12 months from a mine from scratch.
Building gravimeters @atomionics in the US means getting some new digs
Thw trading teams at the big mining companies are the profit centers for producers.
Every mining company wants to be a trading company too but this may lead to internal fiefdoms.
Rio Tinto to expand metals trading beyond own output dlvr.it/TVd9DV
I have so many theories.
Theory on the golden age of science
There is a lack of optimism with AI.
CAn AI bring back the golden age of enlightenment
How to build an ideal deep tech team
Theres a blog post here
Copper will.be like Nvidia in 2023, consensus but still not consensus enough.
Go long on copper as much as you can
Given that theres a big boom in investor interest in mining, be careful of jurisdiction risk before making 'obvious' macro guided investments.
Theres some bond villain stuff that goes down in some parts of the world
Mining companies built ‘mini armies’ in risky regions: expert dlvr.it/TVblfp
I love finding out that other people played terraformimg mars too
Breaking: @Pioneer__Labs has engineered a microbe able to live on Mars, consuming solely nutrients found on the planet to create building materials.
I interviewed @erika_alden_d, the CEO, to learn how they did it and what might come next. Much of the interview was about bottlenecks to growing life on Mars; the planet has tons of water, but only in the form of ice. (If you melted all that ice, it would create an ocean 100 feet deep across the entire planet!)
Similarly, we talked about the dirt. Martian regolith has salts, heavy metals, and perchlorates that are toxic to many organisms. Some microbes on Earth are able to break down these toxins, though, so Pioneer is engineering them to make them better at eating those toxins while adding nutrients back into the soil. This could possibly help support plant life in the future.
Watch the full episode and subscribe to @AsimovPress for more.
0:00 A first microbe engineered for Mars
5:03 Simulating Martian chemistry
8:27 The five "pioneer species"
17:20 Water, warming, and nitrogen
26:39 Radiation, growth rates, and poor measurements
35:49 Starship
41:05 Why create a second biosphere?
Guys, do you notice how every commodity is facing a shortage and going to all time highs?
You'd think the miners now want to start mining more (they do)
But the issue is it takes 15 years to find and get the first metal out.
Tungsten APT is trading around $3,000 per metric tonne unit in the US and Europe, roughly three times the price in China.
Chinese processors are unwilling to buy Western concentrate at Western prices, while the Chinese industry is running short of raw material, according to tungsten consultancy ISBP.
From January 1, 2027, US defense contracts will exclude tungsten mined in China, Russia, Iran or North Korea, regardless of where it is processed.
South Korea has now cleared Almonty’s Sangdong mine to begin commercial production, with Phase I expected to produce about 200,000 MTU a year for South Korean and international markets.
