@TruthBelowG

Mining Research Investment Community. If a gold mine is a hole in the ground with a liar at the top, we are going to help you to find the Truth Below Ground.

 Everywhere
truthbelowground.com/en/home/
Joined July 2025
  • Tweets1K
  • Following226
  • Followers932
🔎 Is the precious #metals bull thesis broken? #Gold, #copper, #lithium, #uranium and mining companies face rising real rates, $100+ oil and growing stress in global bond markets. We connect the dots in our latest newsletter 👇 truthbelowground.com/en/towa… #Mining #Commodities
2
5
1
7
1,645
Truth Below Ground retweeted
Truth Below Ground@TruthBelowGOct 23
We've just opened the Truth Below Ground #Mining Glossary: 600+ mining terms, explained in English and Spanish. If you read mining companies' press releases, this one's for you 🧵
1
2
6
373
Truth Below Ground retweeted
Truth Below Ground@TruthBelowGOct 20
⚠️ In #mining, #risk can be seen everywhere, but not all risks are created equal. Some risks can be overlooked with limited consequences. Others, if they materialise, can destroy a project, impair the balance sheet and wipe out shareholder value.
1
2
354
Truth Below Ground retweeted
Truth Below Ground@TruthBelowGOct 21
After such a sharp selloff, could a slight improvement in macro conditions trigger a violent rally? The data below suggest plenty of fuel for one.
Oliver Groß
@minenergybizOct 20
Even after the massive sell-off over the past few weeks/months, the short interest in many U.S. critical minerals, lithium, uranium and rare earth stocks remains extremely high. It seems that most short sellers have not yet covered. 👀🇺🇸 They're playing with fire..
3
2
428
Truth Below Ground retweeted
Truth Below Ground@TruthBelowGOct 21
Today’s @moneyofminepod newsletter is titled “Diesel Costs Bite Across the Quarterlies”. Back in May, our Macro & Metals newsletter flagged exactly this headwind 🧵 #mining
1
2
2
405
We've just opened the Truth Below Ground #Mining Glossary: 600+ mining terms, explained in English and Spanish. If you read mining companies' press releases, this one's for you 🧵
1
2
6
373
more replies
Offtake agreement: a buyer commits to purchase a mine's future output on pre-agreed terms. Why it matters: a creditworthy counterparty de-risks sales and often unlocks project debt. Check whether it's binding or just an MoU.
1
50
Free and open. Every term has its own page, linked across both languages. 🇬🇧 truthbelowground.com/en/mini… 🇪🇸 truthbelowground.com/glosari…
2
51
Truth Below Ground retweeted
Joe Lowry
@globallithiumOct 21
Replying to @TruthBelowG
Interesting indeed. China’s continual effort to manage lithium price has been fairly successful since 2023 but the best global assets are not in their control and there is enough demand outside of China to keep them at bay long term.
1
1
23
1,623
Today’s @moneyofminepod newsletter is titled “Diesel Costs Bite Across the Quarterlies”. Back in May, our Macro & Metals newsletter flagged exactly this headwind 🧵 #mining
1
2
2
405
more replies
But those sensitivities are to crude. Much of the hit has come from blown-out diesel crack spreads: diesel has run well ahead of the barrel. A crude-based sensitivity likely understates the real cost impact on miners.
1
52
As we said then, expect upward AISC revisions and margin pressure, especially for producers with little energy hedging. But if the marginal ounce and pound get structurally more expensive, the floor for metals prices moves up too. Full newsletter 👇 truthbelowground.com/en/how-…

How Hormuz and AI are reshaping it all | Macro & Metals #5

Truth Below Ground's fifth macro and metals newsletter: supply tensions, unstoppable AI demand and metals under geopolitical pressure.

truthbelowground.com
40
The #lithium market is in an interesting spot. See tweets below 👇
Joe Lowry
@globallithiumOct 20
Once again, @D_Jimenez_Sch is right on the money. The tsunami of negativity is fascinating especially in a year where El Niño will negatively impact supply and the demand challenges for 2027 seem grossly exxagerated. Team 中国’s influence over the #lithium narrative is amazing.
1
1
12
2,540
After such a sharp selloff, could a slight improvement in macro conditions trigger a violent rally? The data below suggest plenty of fuel for one.
Oliver Groß
@minenergybizOct 20
Even after the massive sell-off over the past few weeks/months, the short interest in many U.S. critical minerals, lithium, uranium and rare earth stocks remains extremely high. It seems that most short sellers have not yet covered. 👀🇺🇸 They're playing with fire..
3
2
428
⚠️ In #mining, #risk can be seen everywhere, but not all risks are created equal. Some risks can be overlooked with limited consequences. Others, if they materialise, can destroy a project, impair the balance sheet and wipe out shareholder value.
1
2
354
Distinguishing between the two isn't a matter of intuition, it requires experience, discipline and technical depth. 🔍 That's why prioritisation is critical. The relevant question isn't only what can go wrong, but how likely it's to happen and how severe the impact would be.
56
"Para algunos analistas, la aritmética fiscal terminará obligando al Tesoro a aplicar alguna forma de control de la curva de tipos, conteniendo el tramo largo para evitar que el pago de intereses siga sangrando las cuentas públicas y el déficit crezca de forma vertiginosa"
1
1
1
320
Lo contamos en la última edición de nuestra newsletter "Saltan las alarmas" truthbelowground.com/saltan-…

Saltan las alarmas | Newsletter #7 Macro y Metales

El sector minero cae fuerte en el último mes. Analizamos las nuevas dinámicas en los metales en el contexto macro actual.

truthbelowground.com
64
Load more