Tim Puko
@TimPuko
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Minerals, mining, energy and climate @EurasiaGroup Formerly @washingtonpost @WSJ @TribLIVE “He seems well-meaning and is not terribly annoying." Views my own
Washington, DC
Joined May 2013
As we forecast last week, we’re entering a new era of market management in minerals with what the DRC is doing w cobalt. Resource nationalism is going to have all sorts of implications, for clean energy and climate change, and fundamental national security.
Congo may extend a suspension of cobalt exports beyond a planned four-month period as it considers ways to maintain higher prices for the electric-vehicle battery material, President Felix Tshisekedi said via @markets.
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I know you’ve been waiting all day for this analysis, but, excuse me, clients first.
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we buyin mines now.
The Defense Department will become the largest shareholder in rare earth miner MP Materials after agreeing to buy $400 million of its preferred stock. MP Materials owns the only operational rare earth mine in the U.S. at Mountain Pass, California.
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House members who want to gut the program are bullish about Trump’s ability to do it. "We believe we’re going to get 90-plus percent of all future projects terminated,” Rep. Chip Roy (R-Texas) told @kelseytam and @SiegelScribe last week.
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Potentially the worst-case scenario some clean energy advocates fear. If the Trump administration is set on crafting unworkable rules, it could undermine any relief wind and solar were supposed to receive from Congress preserving some Biden-era tax breaks.
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RT @ianbremmer: different projections of trump’s “big beautiful bill” on united states gdp. white house projection is very exciting https:/….
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And we’re about to have a UFC match on the White House lawn. Feels like what Dylan was singing about back when.
So the Red Sox just visited the White House because they were in town, not because they had won or anything.
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RT @cowboy_postbop: being recommended to stop using em dashes because ChatGPT uses them a lot
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It’s the low(er)-key “Gulf of America” hat that would get me, a Mike Judgian chef’s kiss.
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excuse me I’m just being informed it’s also the biggest gambling bill of the year.
Buried within the BS Republican Budget bill is a provision that harms poker players and those who gamble by limiting loss deductions. I’m working on a legislative fix that fairly treats gaming losses in the tax code.
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writing my own analysis heading into the biggest vote, overnight Mon/Tues, I was hungry for as much coverage as I could get. And when I went to CNN, more often than not immediately switched back because they were covering the Puffy trial or the Idaho college murderer instead 🤷🏼♂️.
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It’ll be the most important tax bill this year. It’ll be the most important fiscal policy bill this year. It’ll be the most important food and poverty bill this year. It’s arguably the most consequential bill of any kind in almost three years, maybe much longer! . As I was….
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The amount of groundbreaking elements in this bill is astounding—and completely disproportionate to its lack of news coverage. It’ll be the most important immigration bill this year.It’ll be the most important health care bill this year.It’ll be the most important energy bill….
big beautiful bill passing would make the budget for ice larger than most of the world’s militaries
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To be clear, I see how it is spelled, and I swear that is what I’m typing…every single time.
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<<The new language would also keep investment and production tax credits for wind and solar through June 2026 and base eligibility on when projects start construction. That’s more generous than what conservatives wanted.>>.H/t @Timothy_Cama.
Senate leaders scrap new tax on renewable energy
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a roster of entirely tight ends and cornerbacks…and tj watt. and then they ask tj watt to play tight end.
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Ah yes, my favorite thing, opening twitter and immediately seeing my assumptions and opinions validated.
This expresses dissatisfaction with Minkah maybe more than anything.
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