Mining, Energy, and Green Tech by Robert Friedland
Robert Friedland notes critical elements underpin high-tech sectors including aerospace
Advanced jet engines are powered by a complex mix of alloys and superalloys, many relying on obscure but critical elements from the periodic table. In a recent tweet, Robert Friedland described ...
Robert Friedland: China buyers return after Golden Week, copper rises 1.5 percent
Copper prices climbed 1.5 percent to $6.67 per pound as buyers in China re-entered the market following the conclusion of the Golden Week holiday, one of the country's most significant annual ...
Robert Friedland notes Russia bans sulphuric acid exports following previous sulphur curbs
Russia has enacted a ban on the export of sulphuric acid, following its prior restrictions on elemental sulphur shipments late last year. The move aims to safeguard the country's agricultural ...
Robert Friedland: Copper surges to all-time high above $14,500 per tonne on the LME
Copper prices on the London Metal Exchange reached a new peak, exceeding $14,500 per tonne. The rise was attributed to a combination of surging demand, particularly from expanded grid ...
Robert Friedland expects further deals to secure critical metal supplies
Expectations are rising for a continued trend of strategic agreements aimed at ensuring steady access to vital metals.
In a recent social media post, Robert Friedland commented on the increasing ...
Robert Friedland: Sulphuric acid supply disruption drives up Kolwezi spot prices
Sulphuric acid supply in the Democratic Republic of Congo's Copperbelt has faced significant disruptions over the last six months.
Spot prices in Kolwezi now exceed $1,300 per tonne, delivered ...
Robert Friedland notes S&P reaffirms positive outlook for Congo rating
The Democratic Republic of the Congo retained its B-/B credit rating from S&P Global, which also reaffirmed its positive outlook for the country. This announcement, noted by Robert Friedland, ...
Robert Friedland: UBS raises copper price forecasts ahead of China Politburo meeting
UBS has revised its short, medium, and long-term copper price forecasts upwards prior to the upcoming Politburo meeting in China next week. According to a post by Robert Friedland, one of the ...
Robert Friedland notes copper price remains strong while LME stockpiles continue to decrease
Copper prices are maintaining levels just below their all-time highs while London Metal Exchange (LME) stockpiles show a continuing decline. This trend leaves net available copper stocks at ...
Robert Friedland: U.S. executive order to map critical mineral supply chains
The U.S. government is taking steps to understand and secure its critical minerals supply chains. Robert Friedland offered congratulations to former President Donald Trump on the recent executive ...
Robert Friedland expects copper mine supply disruptions to sustain market tightness
Copper market conditions have tightened over the past year amid significant supply disruptions, according to commentary shared by Robert Friedland referencing analysis from Chris LeFemina at ...
Robert Friedland: Capital intensity divides copper projects, Kamoa-Kakula delivers strong execution
Capital allocation and project efficiency remain key issues in the copper sector. A recent tweet from Robert Friedland draws attention to analysis by Bank of America on the capital intensity ...
Robert Friedland confirms Sunrise Energy Metals is considering major scandium production expansion
Sunrise Energy Metals is evaluating a major increase in its scandium output.
The company, recently identified as a top-performing stock, is responding to rapidly rising demand for scandium, ...
Robert Friedland: China copper inventories fall sharply amid tight global supply
Copper market supply constraints remain in focus after a notable drop in Chinese inventories.
Robert Friedland reported that copper cathode inventories in China decreased by 17 percent, or ...
Robert Friedland notes extraordinary times drive need for more minerals
Investor Robert Friedland drew attention to the increasing need for minerals in what he called ''extraordinary times.''
Friedland's statement, posted on social media, underscored the surging ...
Robert Friedland: Sunrise Metals Syerston project joins New South Wales royalty deferral scheme
Sunrise Metals has achieved acceptance into the Government of New South Wales, Australia’s Critical Minerals Royalty Deferral Scheme for its Syerston Scandium Project.
According to Robert ...
Robert Friedland notes Abaxx is disrupting commodity exchange models
Abaxx is positioning itself at the forefront of innovation in commodity market infrastructure. Robert Friedland has congratulated Josh Crumb and the Abaxx team, likening the company's approach to ...
Robert Friedland: Chinese zinc smelter cuts set to push prices higher
Chinese zinc smelters are scaling back production capacity, a move expected to continue driving zinc prices upward.
According to Robert Friedland, sixteen major Chinese smelters, representing ...
Robert Friedland notes U.S. CHIPS R&D award supports advanced semiconductor growth
The U.S. Department of Commerce has announced a $250 million CHIPS R&D Award to propel the development of next-generation semiconductors.
Robert Friedland commented that this move is intended to ...
Robert Friedland: Critical minerals underpin the future of data centers and electric vehicles
The growing demand for advanced technologies such as data centers, electric vehicles, robotics, power grids, and AI supercomputers relies heavily on the mining of essential minerals. Copper, ...
Robert Friedland notes G7 plans could boost Sunrise Metals Syerston scandium project
Sam Riggall, CEO of Sunrise Metals, appeared on Bloomberg TV on Monday, June 15, to provide insights into the company's Syerston Scandium Project. The discussion focused on the increasing interest ...
