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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
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@TimPuko
Tim Puko
4 months
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.
@mjkcongo
Michael J. Kavanagh
4 months
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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@TimPuko
Tim Puko
16 hours
I know you’ve been waiting all day for this analysis, but, excuse me, clients first.
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@TimPuko
Tim Puko
16 hours
we buyin mines now.
@RobbieGramer
Robbie Gramer
23 hours
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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@TimPuko
Tim Puko
4 days
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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@TimPuko
Tim Puko
4 days
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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@TimPuko
Tim Puko
4 days
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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@TimPuko
Tim Puko
7 days
And we’re about to have a UFC match on the White House lawn. Feels like what Dylan was singing about back when.
@MattZeitlin
Matthew Zeitlin
7 days
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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@TimPuko
Tim Puko
8 days
RT @cowboy_postbop: being recommended to stop using em dashes because ChatGPT uses them a lot
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@TimPuko
Tim Puko
9 days
It’s the low(er)-key “Gulf of America” hat that would get me, a Mike Judgian chef’s kiss.
@Ally_Sammarco
Ally Sammarco
10 days
Imagine turning on the TV and seeing this in 2012
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@TimPuko
Tim Puko
9 days
excuse me I’m just being informed it’s also the biggest gambling bill of the year.
@repdinatitus
Dina Titus
9 days
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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@TimPuko
Tim Puko
9 days
maybe they are on to something.
@yashar
Yashar Ali 🐘
9 days
CNN’s Laura Coates reports that Diddy fans are pouring baby oil on each other outside the court house and shouting “It’s not RICO, it’s FREAKO.”.
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@TimPuko
Tim Puko
9 days
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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@TimPuko
Tim Puko
9 days
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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@TimPuko
Tim Puko
9 days
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….
@ianbremmer
ian bremmer
9 days
big beautiful bill passing would make the budget for ice larger than most of the world’s militaries
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@TimPuko
Tim Puko
9 days
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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@TimPuko
Tim Puko
9 days
Will I learn to spell reconciliation before it passes?.
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@TimPuko
Tim Puko
10 days
<<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.
@EENewsUpdates
E&E News
10 days
Senate leaders scrap new tax on renewable energy
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@TimPuko
Tim Puko
10 days
RT @LPDonovan: Anchorage post-OBBB
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@TimPuko
Tim Puko
11 days
Excuse me, *second-rate* tight ends.
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@TimPuko
Tim Puko
11 days
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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@TimPuko
Tim Puko
11 days
Ah yes, my favorite thing, opening twitter and immediately seeing my assumptions and opinions validated.
@MarkMaddenX
Mark Madden
11 days
This expresses dissatisfaction with Minkah maybe more than anything.
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