Stu Crow retweeted
🚨🇦🇷 O presidente Javier Milei é o favorito para ser reeleito na Argentina, segundo a Polymarket.
🟣 Javier Milei: 44%
🔵 Axel Kicillof: 28%
🟡 Sergio Massa: 15,0%
🟠 Patricia Bullrich: 4,3%
Stu Crow retweeted
EL GOBIERNO DE TRUMP CONFIRMÓ A EMPRESAS DE EE.UU. QUE HABRÁ DISPONIBLES US$ 30.000 MILLONES PARA INVERTIR EN LA ARGENTINA
Lectura rápida
Transmitió a empresas su intención de ampliar el financiamiento para proyectos en la Argentina. El respaldo podría alcanzar hasta US$ 30.000 millones entre dos organismos, según la interpretación de Alejandro Díaz, representante de AmCham. No son desembolsos aprobados y el foco está en energía, minería e infraestructura.
Dos organismos de financiamiento
Díaz explicó que la Corporación Financiera de Desarrollo Internacional (DFC) estudia un potencial de recursos por US$ 20.000 millones, mientras que el banco de exportaciones EXIM evalúa elevar su respaldo a US$ 10.000 millones.
Proyectos bajo análisis
La DFC estudia 25 proyectos en la Argentina, de acuerdo con Díaz. Entre ellos figuran un préstamo corporativo para Vista Energy Argentina y conversaciones por el desarrollo de líquidos del gas natural de TGS. Esta última iniciativa apunta a procesar componentes del gas de Vaca Muerta para exportarlos desde Bahía Blanca.
Respaldo potencial a Argentina LNG
EXIM emitió una propuesta indicativa y no vinculante de hasta US$ 6.000 millones para financiar bienes y servicios estadounidenses destinados a Argentina LNG. El desarrollo, liderado por YPF, ENI y XRG, requerirá inversiones por US$ 51.000 millones. La propuesta también está sujeta a la aprobación del directorio del organismo.
Créditos, garantías y capital privado
El apoyo incluye préstamos, garantías, seguros y participaciones en el capital de las empresas. La DFC exige que las compañías complementen su respaldo con financiamiento privado. Los desarrolladores deberán obtener el capital restante de bancos comerciales, organismos multilaterales u otros inversores.
Competencia con China
Díaz vinculó la iniciativa con la estrategia de Washington para competir con el financiamiento chino y asegurar el acceso a recursos estratégicos. El embajador estadounidense Peter Lamelas había anticipado la posibilidad de movilizar hasta US$ 20.000 millones antes de fines de 2027. También había condicionado la continuidad del respaldo al rumbo político de la Argentina.
(+) en Clarín: clar.in/4yT9515
Stu Crow retweeted
Significant afternoon yesterday, able to interview The Argentine Ambassador to Australia His Excellency Máximo Gowland with the CEO of Lake Resources ($LKE). Talked doors being opened, the future of lithium and doing business in a beautiful country returning to economic glory.
Stu Crow retweeted
Argentina’s Ambassador to Australia and Lake MD/CEO discuss the increasing excitement as Kachi project moves forward and the growing relationship between Argentina and Australia. 🇦🇺🇦🇷 youtu.be/r5Z2xcb6cHI $LKE $LLKKF #lithium
Stu Crow retweeted
🚨🇦🇷🇺🇸 | MILEI CONSIGUE UN RESPALDO HISTÓRICO DE TRUMP: Estados Unidos proyecta movilizar hasta USD 30.000 millones para financiar inversiones estratégicas en Argentina, principalmente en energía, minería e infraestructura, fortaleciendo la alianza económica entre ambos países.
La Corporación Financiera de Desarrollo Internacional (DFC) evalúa destinar hasta USD 20.000 millones y ya analiza 25 proyectos argentinos, mientras que el banco estadounidense EXIM contempla otros USD 10.000 millones. Entre las iniciativas destacan Vaca Muerta y Argentina LNG, el megaproyecto liderado por YPF, ENI y XRG, que podría recibir hasta USD 6.000 millones de EXIM.
El financiamiento, todavía sujeto a evaluación y aprobación, incluiría préstamos, garantías e inversiones acompañadas de capital privado. Washington busca potenciar sectores estratégicos argentinos y disputar la influencia económica de China en la región.
Stu Crow retweeted
Rio Tinto Group has suspended the underground operation of the Oyu Tolgoi copper mine in Mongolia, according to two people familiar with the matter. bloomberg.com/news/articles/…
Stu Crow retweeted
Looking forward to seeing this @jameswhelan42 ! Rounding off a very busy and successful week at IMARC in Sydney. #lithium $LKE $LLKKF #DLE
Significant afternoon yesterday, able to interview The Argentine Ambassador to Australia His Excellency Máximo Gowland with the CEO of Lake Resources ($LKE). Talked doors being opened, the future of lithium and doing business in a beautiful country returning to economic glory.
Stu Crow retweeted
#RIO Tinto in #Catamarca
Anyone know of another shovel ready Lithium resource in Catamarca?
@RaulJalil_ok & @JMilei working together 2improve #Argentina 🇦🇷
The #Lithium opportunity is now.
#CriticalMinerals #RIGI #DLE or Ponds.
Where will Argentina’s lithium end up
🇺🇸 or 🇨🇳?
President of Argentina Javier Milei and #Catamarca Governor Raúl Jalil joined @RioTinto Chief Executive Simon Trott this week to celebrate a major milestone for #Argentina’s #lithium industry, marking the official opening of #RioTinto’s #Fénix1B expansion and #SaldeVida operation in Catamarca following a combined investment of around US$1.4 billion tinyurl.com/3v5hsvh8
Stu Crow retweeted
Thanks to Jordan Roberts from Project Blue for pointing out the disconnect between spot prices and the GFEX. It is substantial and extended and suggests that the market itself does not agree with current GFEX pricing...
Stu Crow retweeted
Our Q3 Trading Update underlines another quarter of progress for Ecora, delivering $24.8m of total portfolio contribution buoyed by a 17% YoY rise in contribution from our base metals portfolio 📈
2027 is set to feature a number of key development catalysts across our critical minerals royalties, further derisking our growth pipeline and delivering meaningful value upside for shareholders.
🎯Watch the video below for the key highlights
$ECOR #Mining #Copper #BaseMetals #CriticalMinerals
Stu Crow retweeted
President of Argentina Javier Milei and #Catamarca Governor Raúl Jalil joined @RioTinto Chief Executive Simon Trott this week to celebrate a major milestone for #Argentina’s #lithium industry, marking the official opening of #RioTinto’s #Fénix1B expansion and #SaldeVida operation in Catamarca following a combined investment of around US$1.4 billion tinyurl.com/3v5hsvh8
Stu Crow retweeted
CATL’s subsidiary Times EV Service has sealed a strategic partnership with Sinopec Petroleum Sales, China’s state-owned fuel retail arm.
Under the deal, the two sides will roll out battery-swapping services at Sinopec’s existing sites and jointly operate charging and swap stations.
chinaevhome.com/2026/10/29/c…
Stu Crow retweeted
Ecora’s portfolio is deliberately positioned around the commodities, jurisdictions and assets that can support long-term value creation.
🔹Copper is at the core: Around half of estimated NAV is exposed to copper, with more than 80% of the portfolio across base metals.
🌍 High-quality jurisdictions: The majority of portfolio value is concentrated in established mining jurisdictions, with a focus on low-cost operations.
💰 Cash generation today, growth tomorrow: More than half of estimated portfolio value is already represented by producing royalties and streams, providing cash flow today while development assets offer further organic growth.
That combination gives Ecora exposure to long-term critical-minerals demand while retaining the lower operational and capital-risk characteristics of the royalty and streaming model.
#ECOR #Royalties #Copper #CriticalMinerals #BaseMetals #Mining #Investment
Stu Crow retweeted
Today, we announced our Q3 Trading Update, demonstrating the cash generation potential and value of our producing critical minerals portfolio⚡
9M YTD portfolio contribution of $56.2m, up 32% compared to 9M YTD 2025, up 66% ex-Kestrel to $44.7m
Q3 Highlights include:
🌍Total Q3 portfolio contribution of $24.8m
📈 Base metals portfolio contribution of $11.6m, up 17% v Q3 2025
🎯Net debt at the end of October expected to reduce to ~$57m - down ~35% year to date
Our CEO, Marc Bishop Lafleche, commented: “Q3 continued to demonstrate the cash generation potential and value of our producing critical minerals portfolio. Net debt at the end of October is expected to reduce to ~$57m (inclusive of Q3 royalty receivables due in October) down ~35% year to date. Looking ahead, we are entering a pivotal phase. The next twelve months should feature a number of key milestones across our development portfolio of copper and wider critical minerals royalties, that are expected to derisk the next wave of Ecora’s organic growth.”
See the full announcement here: lnkd.in/eCn8yhxD
$ECOR #LSE #TSX #OTCQX #Mining #BaseMetals #CriticalMinerals
Stu Crow retweeted
#ASX announcement: Quarterly Activities/Appendix 5B Cash Flow Report - highlights for the September quarter included receiving the Environmental Impact Declaration for the Kachi Lithium Brine Project
Read more: investorhub.lakeresources.co…
$LKE $LLKKF
Stu Crow retweeted
The 2 most populous nations in the world, China and India, have one thing in common. They are both growing like gangbusters.
NO WONDER THERE'S A PIVOT TOWARDS ASIA.
Stu Crow retweeted
$ 5.6bn in 1 quarter.
A year ago Phillips 66 made $133m.
That’s a 42-fold jump and the highest quarterly profit in its history.
Q3 numbers:
-Net income $ 5.62bn, up from $133m
-Adjusted EPS $14.08, against an $11.73 consensus (LSEG)
-Refining margin $38 a barrel, up from $24.08 in Q2
-Diesel and jet made up a record 41% of output
The extra money came from diesel.
The Iran war and Ukraine’s drones took fuel off the market, and US refiners are running at multi-year highs.
There’s also a freight edge.
Phillips 66 chartered more than 40 tankers before rates jumped, and has 40 more coming at below-market rates, Reuters reports.
Traders shipping fuel to Europe and Asia pay today’s rates.
Valero, HF Sinclair and Phillips 66 all posted record quarters, 3 out of 3.
The refiner sits between crude and diesel and keeps the spread.
My latest article applies the same test to gas, where the spread is wider.
Do not miss my latest article.
Link:themerchantsnews.substack.co…
Stu Crow retweeted
Samsung SDI is seeking growth in batteries for energy storage systems after posting stronger-than-expected earnings for the third quarter bloomberg.com/news/articles/…
Stu Crow retweeted
DOE Launches Battery Manufacturing Accelerator to Strengthen U.S. Competitiveness
energy.gov/cmei/ammto/articl…
