Alex Grant
@big_lithium
Followers
8K
Following
24K
Media
903
Statuses
5K
decarbonizing and securing supply of critical minerals, metals, and materials
San Francisco, CA
Joined October 2018
Good morning to everyone except the boomers who shipped all the Western World's metal and chemical processing capabilities to China in the early 2000s because McKinsey told them it would make stonks go up.
34
79
650
RT @timbotdotnet: @big_lithium Good thing we found this dependency now, instead of in the middle of a hot war with China.
0
1
0
The West is indeed in a mess with critical minerals. .
@big_lithium Samarium is an important rare earth element, particularly for low/high temperature permanent magnets for defense and space applications . Yet the price of samarium hasn’t reflected its critical importance to these expensive systems for a long time - nor the acute supply chain.
0
0
3
RT @Mcb18125448: we spend a trillion USD per year and are unable to act because of a materials vulnerability that we've known about for 15….
0
4
0
Imagine if the critical raw material you need to manufacture your defense product is cut off by China and its price goes up 60x and no one has a plan to bring the price back down and you can't substitute it for something else. This is already happening.
2
8
43
RT @magratheametals: 3 August, 2025: "One company said it was recently offered samarium for 60x the standard price. That is already driving….
wsj.com
Beijing is squeezing the flow of key elements needed to make defense systems, a sign of the leverage China has over the U.S. military supply chain.
0
1
0
RT @magratheametals: 4 August, 2025: "Some companies now warn of looming production cuts if more minerals aren’t forthcoming. On Wednesday,….
wsj.com
Beijing is squeezing the flow of key elements needed to make defense systems, a sign of the leverage China has over the U.S. military supply chain.
0
1
0
Within 12 months from now, everyone will be talking about which supplements ChatGPT told them to take based on their methylation panel results from their DNA test.
1
0
5
Could turn into the first AI-enabled brook-trout-seeking death but that would be a perfectly fine way to go out from my perspective.
0
0
1
Solved a multivariate problem of selecting a campsite in Algonquin that has abundant brook trout and requires <1km portage, <5km canoeing while also being able to rent the canoe and camping gear. Silicon God Brain made this exercise 5x more efficient than if I used my meatbrain.
3
0
8
RT @LimitingThe: There's a big focus from the Trump administration on US steel, but magnesium is just as important for national security.….
0
2
0
RT @aphysicist: who wants to do a little wargaming on what happens when magnesium gets cut off.
0
11
0
RT @magratheametals: 1 August, 2027 - China Halts Critical Metal Exports as Xi Declares “Taiwan Unification Day” - In a televised address,….
0
5
0
RT @JavierBlas: The World Has Too Much Steel, but No One Wants to Stop Making It
nytimes.com
A global plunge in prices, led by increased production from China, and U.S. tariffs threaten steel manufacturing, which has long been a symbol of national might.
0
63
0
Mag getting cited in the press as the headline critical mineral which it always was but we were dumb so we ignored it for 30 years but now we're smart again so the CCP is quaking in their little red booties as they gaze upon our big-brained defense industrial base consciousness.
0
0
6
RT @growing_daniel: America is getting back into a good mental space in preparation for our 250th birthday.
0
271
0