Kip Keen: senior reporter - Metals/mining S&P Global Platts https://xitter.cf/t.co/iiargEvlpR https://xitter.cf/t.co/HaMOnaW1FD At: kipkeen.01 via signal

Joined September 2011
Kip Keen retweeted
“Citizens should not have to fight (government) for information… this is where misinformation takes root.” — Caroline Maynard, Commissioner @OIC_CI_Canada @The_IIC International Institute of Communications @TBS_Canada #cdnpoli #cdnfoi #ATI
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Kip Keen retweeted
Severing ties with the U.S. is easier said than done—especially for Canada, "which has enmeshed its own self-defense with the U.S. military more than any other American ally," Philippe Lagassé writes. theatlantic.com/internationa…
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Standing Buffalo Dakota Nation has demanded to be consulted on the massive new data centre outside Regina. Bell has denied the request. This goes to the heart of the duty to consult and accommodate: who needs to be consulted, what rights or interests might be affected, and how intensive the engagement process must be. This is often called "scoping" in of nations who must be consulted. The Cold Lake judicial review of the national interest designation of Pacific Link pipeline is related to this question. As a rule of thumb, the level of engagement should correspond to the severity of impacts a project has on Indigenous Peoples and their rights. For Bell, Saskatchewan guidelines on DtC mean SBDN is not at risk of adverse effects to their rights and therefore do not need to be consulted. cbc.ca/news/canada/saskatche…
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Interprovincial migration needs no one’s consent. Immigration rates do, and Canada’s high rates have always rested on broad public support. Pacing intake to preserve that isn’t nativism; it’s the most durable pro-immigration position there is.
"We must allow labour markets to work through competition yielding higher wages, training, equipment investment, automation, and better business models..." That's not the only way labour markets, or any markets, work. They also work by movements in supply and demand -- if we let them. No one thinks that Alberta should have to rely entirely on Alberta-born labour in the oilfields -- it's considered okay for Newfoundlanders to move there in search of work. But if we took the "just raise wages" argument seriously, employers in Alberta would be forbidden to hire them. So let's stop pretending the "just raise wages" argument is an economic argument. It's just the same old nativism in smarter clothing.
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The Liberals are making it easier for employers to hire foreign workers without proving they looked for Canadians first. Canadian workers deserve a fair shot at jobs in their own country. Why is this government making that harder?
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EXCLUSIVE: Elon Musk approached Donald Trump with the idea of slowing down Starlink in Ukraine, The Telegraph can reveal. The billionaire tech entrepreneur approached the US president with the proposal to introduce speed limits on the system, which hampered Ukraine’s drone defences, according to four sources familiar with the discussions. 🔗 telegraph.co.uk/world-news/2…
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Let’s…calm down a bit here shall we? No one is buying stakes in copper concentrate producers for that purpose unless you are a Japanese copper smelter Also, remember when Sunrise was a nickel - cobalt primary project with a scandium by product for 6-7 years? The western OEMs never showed up like the hypothesis suggested And when BEV metals were a thing 2022-23, we didn’t see anyone take a stake in Glencore who actually could provide finished refined metals to customers… Everyone chill out a bit
ANGLO AMERICAN CHIEF SAYS TECH GIANTS EYE STAKES TO SECURE METALS SUPPLY - FT
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Kip Keen retweeted
In an interview with the FT, Ukrainian President Volodymyr Zelenskyy said his country will restart strikes on Russia’s oil refineries. “The block [on attacking refineries] is out. We’re done,” Zelenskyy said. ft.com/content/4d79b52f-1f0d…
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Bloomberg: “Far from dumping its securities, they say, Chinese officials have instead just been moving them to non-US custodian banks in other countries, meaning they wouldn’t be registered to China in the Treasury data.” This shouldn’t come as a surprise, as it’s been much-discussed on this forum, but it will nonetheless surprise many. bloomberg.com/news/articles/…
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AI successionism—the belief that humans are merely a stepping-stone in cosmic evolution on the way to a “worthy successor”—is a growing movement. Now, it has more support from a man with unimaginable wealth and power. motherjones.com/politics/202…
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Rate of discovery way down over decades. Tier 1 copper is harder to find than ever.
This chart, courtesy of Alex Topouzoglou at @Stifel, shows that drilling activity has noticeably recovered in the past 3 months, which is GOOD... However, over the past two years, the share of drilling dedicated to copper exploration, arguably the most important of the metals listed in the chart, has remained largely unchanged... which is BAD. Despite copper prices having risen >50% since October 2024, the incentive price is clearly not high enough to encourage others... whereas it seems to be high enough for precious metals, which dominate drilling activity. No matter the copper price, our dedicated team of geologists at @IvanhoeMines_ and @ivanhoeelectric continue to drill for the next tier-one copper discovery... and it's only a matter of time before they find one.
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Liberals are projected to cost taxpayers $58.7 billion on debt charges this year, more than they will send to provinces through the Canada Health Transfer. That’s more going to Carney's banker and bondholder buddies than through healthcare transfers supporting doctors, nurses and hospitals. Now an analysis warns that higher borrowing rates could add $11.2 billion to the annual interest bill by 2030 if they persist. After 11 years of Liberal government, Canadians are paying more to service the Liberal debt. Every dollar spent on interest is a dollar Canadians don’t get back in services.
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Yet another big win for Alberta. The Alberta Court of Appeal just ruled that C-69 remains largely unconstitutional. I’m calling on the Federal Government to accept this ruling, refrain from yet another appeal, and immediately work with Alberta and the other provinces to clean up this flawed Trudeau-era legislation once and for all so it no longer inhibits economic development in our country.
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Yep
The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if Kyiv continues blowing up Russian refineries, Zelenskyy would be directly jeopardising a political and economic deal between Washington and Moscow.
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What?!?!?! The US punishes India for importing fuel from Russia and threatens 100% tariffs on other countries that do so. And then Trump blithely announces the US is doing the same?
The United States is now importing fuel from Russia, per President Trump.
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Kip Keen retweeted
This is absolutely wild per Status — ABC News completely retracted this story like two days ago just totally nuked it. No note, no explanation , no comment. It had been shared by tons of top lawmakers and democratic officials.
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Big 🤓 news: the Alberta Court of Appeal has found 4-1 that the federal government's reforms to the Impact Assessment Act, following the Supreme Court of Canada's decision in 2023 that it was largely unconstitutional, did not sufficiently address their overreach into federal jurisdiction. Big win for Alberta and provincial rights. albertacourts.ca/docs/defaul…
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