Building a 🪙 gold processing plant in 🇰🇿 Kazakhstan as a gringo ⚗️ Chemist (PhD) → 📈 Finance → ⚙️ Hard-tech founder → 💎⛏️ Mining exec
Kazakhstan
Joined September 2013
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Middle East sulfur just hit $845-$850/t. Two years earlier the same cargoes cleared near $80-$90/t.
That single price move has turned elemental sulfur into a binding constraint on the entire metals complex.
It is wild looking back at Band of Brothers and Black Hawk Down (both 2001) and realising they were launchpads for an entire generation of actors.
The density of future stars is unmatched.
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Peter Dudin retweeted
The IEA warns sulphuric acid shortages are creating new risks for copper producers, with more than 15% of global primary copper output dependent on SxEW processing.
The disruption comes as the copper market faces mounting supply pressures:
▪️ Supply Shocks: 2025 disruptions removed 1.5 million tonnes of mined supply, more than 6% of global output.
▪️ Structural Deficit: Primary copper supply could fall 25% short of requirements by 2035 under current policies.
▪️ Demand Growth: Copper demand is projected to grow more than 25% by 2040, driven by grids, EVs and data centres.
What does this "sulfur crunch" mean for metals?
Expect the new cost floor to support copper sustainably above $14,000/t ($6.35/lb), nickel above $20,000/t ($9.00/lb), and cobalt above $50,000/t ($22.00/lb).
THIS IS NOT INVESTMENT ADVICE.
It is simply the new reality of a rapidly deglobalised world.
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Tolkien actually despised Dune because it fundamentally opposed his worldview.
LOTR showed that heroics come from ordinary people choosing courage.
Dune argues that "heroes" are usually manufactured via mass manipulation.
Unfortunately, the world is leaning towards Hervert
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We, as species, need some sort of "Butlerian jihad", but not against robot - against social media tech to ensure our survival
