Founder @lvanhoeMines @lvanhoeElectric Everything affects everything, everywhere, all the time 🌎
Canada
Joined January 2009
- Tweets3.4K
- Following1.4K
- Followers1.3K
- Likes27
Pinned Tweet
If you think the price of gallium is high, the European price of germanium is about 4 times higher at ~$8,000,000 per tonne. They’re in a panic…
Gallium trades at roughly $2,100 a kilogram in Western warehouses. Inside China it is about $247.
That is a gap of about 8 times, according to Asia Times reporting on chip-grade minerals.
China's gallium exports fell to 350 kg in August from 7,200 kg in July, according to Chinese customs data. Every kilogram of the August total went to South Korea.
The US Defense Department is putting $174 million into a gallium plant at Alcoa's Wagerup refinery in Australia, targeting 100 tonnes a year.
Yesterday we approved the final investment decision on Sunrise Energy Metals’ Syerston Scandium project in New South Wales, Australia.
Early works are under way, and we are targeting first production in 2028.
bloomberg.com/news/articles/…
2
401
This is one of the reasons why the Yangshan copper premium is at record highs of over $200 per tonne...
1
279
This morning the Yangshan premium reached $205 per tonne (+30% in less than a week) to a new ALL TIME HIGH.
The lack of copper supply is real.
1
198
I really enjoyed sitting down with Daniel Thomas earlier today at the FT Metals and Mining Summit in London… 20 minutes went by in seconds.
With critical minerals so fundamental to national security and defence, maybe next year the organisers will rename it to the FT Metals.
1
179
We need to mine as much copper in the next 18 years as we have mined in the past 10,000 years, which is 700-800 million tonnes...and that's without the AI demand.
Including AI demand, BMO estimates we need ~35,000 tonnes of copper per gigawatt of installed data centre capacity.
The world is facing an unprecedented copper challenge. At Mining Forum Americas, Ivanhoe Mines Founder & Executive Co-Chairman Robert Friedland puts the scale of the challenge into perspective.
1
1
120
For Q3 2026, IvanhoeMines_ reported
- 76,401 tonnes of copper from Kamoa-Kakula (highest since Q2 2026)
- 118,638 tonnes of high-strength sulphuric acid from Kamoa-Kakula (RECORD)
- 77,147 tonnes of zinc (RECORD) from Kipushi
ivanhoemines.com/news-storie……
Ivanhoe copper output jumps 19% as Kamoa-Kakula rebounds mining.com/ivanhoe-copper-ou…
1
100
Buyers are back in the market after the end of the Golden Week Holiday, one of the most important and longest annual holiday periods in China. Copper up 1.5% this morning to $6.67/lb.
There is also now trading at a 4-year high of $135 per tonne (dotted white line 👇)
75
While capital investment continues to rise, at best, copper production in Chile will stay the same.
This is a problem, while most pronounced in Chile, that affects the whole sector.
fdiintelligence.com/content/…
50
What a privilege to return to the Colorado School of Mines to present at the Payne Institute for Public Policy’s 2026 Critical Minerals Symposium.
40
The COMEX/LME premium is widening again. The 3-month is ~$230 per tonne and the 6-month is ~$480 per tonne, as copper prices trend higher again this morning.
The COMEX/LME premium is widening again. The 3-month is ~$230 per tonne and the 6-month is ~$480 per tonne, as copper prices trend higher again this morning.
43
We need to mine as much copper in the next ~20 years, just to maintain 3% global GDP growth, as we've mined in all of human history... No small feat.
.@soundsandgear on #Periscope: NAMM 2016 Last meal in Cali with @maschinemasters @aggotbeats pscp.tv/w/aXVdajg1NTUxNTV8MX…
.@soundsandgear on #Periscope: NAMM 2016 studio linked vst @studiolinked #namm16 #namm2016 @realcollipark pscp.tv/w/aXO4wzg1NTUxNTV8MU…
.@JFilt on #Periscope: 💥 #Beatmaking Practice 🎹🎼🔈🎵💥 #Verysickwavs1 🔥 pscp.tv/w/aVsINjYzODk1MHwxZF…