All the below links and tweets are in English.
取り急ぎ以下貼っておきます。
World Vol.328 (U.S., etc – miscellaneous)
World Vol.326 (Russia’s invasion of Ukraine – NATO, Finland, Sweden; U.S.)
World Vol.325 (Russia’s invasion of Ukraine – Finland, Sweden, NATO, U.K., etc.)
World Vol.324 (Russia’s invasion of Ukraine – G7, U.S.)
World Vol.323 (Russia’s invasion of Ukraine – U.S., Canada, Germany, etc.)
World Vol.322 (Russia’s invasion of Ukraine)
World Vol.320 (food crisis, etc.)
World Vol.319 (interest rate hikes)
World Vol.331 (World Economic Forum)
World Vol.330 (World Economic Forum)
World Vol.329 (World Economic Forum)
内容例（各回ツイートもご覧ください）
以下、順に、
328：@voxdotcom,@rebleber
326：@lispahani,@just_security,@Karl_Ritter,@AP、@joshberlinger,@cnni
325：@washingtonpost、@rmilneNordic,@sdbernard,@FinancialTimes、@JanMOlsen,@AP、@brendanmarkcole,@Newsweek
324：@WhiteHouse、@G7,@10DowningStreet、@G7,@CanadianPM
323：@nytimes
322：@CBSNews,@60Minutes、@TimListerCNN,SanyoFylyppov,@CNN
321：@BizMarkWilliams,@DispatchAlerts、@rtenews、@savannahmeacham,@9NewsAUS
320：@philrosenn,@businessinsider、@jessenewman13,@PatThomas1318,@WSJ
319：@CFR_org、@grobb2000,@MarketWatch、@worrachate,@denitsa_tsekova,@economics
本稿：@LEBEAUCARNEWS,@CNBC、@Reuters,@FoxBusiness、@IEA,@nytimes,@PAManufacturers、@TheEIU
「Russia」及び、「palladium」、「platinum」、又は「nickel」を入力検索して出て来たツイート
Russia accounts for 25% of the market for natural gas, 18% for coal, 14% for platinum, and 11% for crude oil. A steep drop in the supply of these commodities would hamstring construction, petrochemicals, and transportation, @IndermitGill explains. https://t.co/iHByjID5gl
— Brookings Global (@BrookingsGlobal) March 27, 2022
Prices of principal commodities of Ukraine and Russia have risen sharply (Nickel, wheat, corn, platinum, gas, oil…). pic.twitter.com/BjiTTNOQTq
— Philipp Heimberger (@heimbergecon) March 20, 2022
Russia's export share in global markets:
– Palladium 38%
– Diamonds 30%
– Potash 19%
– Themal coal 18%
– Titanium 16%
– Platinum 10%
– Gold 9.4% pic.twitter.com/cbPiQW3tY9— Philipp Heimberger (@heimbergecon) March 25, 2022
Major commodities affected by the Russia-Ukraine war:
Pig iron
Wheat
Barley
Natural gas
Palladium
Fertilisers
Coal
Platinum
Aluminium
Corn
Edible oils
Crude oil pic.twitter.com/HtzaSksDVs— Mihr Thakar (@MihrThakar) May 13, 2022
CME rejects newly fabricated platinum and palladium bars from Russia. https://t.co/sYj8sDqElA pic.twitter.com/8I1TJqIdZI
— Jan Nieuwenhuijs (@JanGold_) April 11, 2022
1) All these Russia $gold headlines show why gold (or #palldium or #platinum) can't really be sanctioned. They're like cash.
Russia produces 40% of world's palladium. Exports over $6 B.
Volume? 6 cubic meters. A very small truck. Ok pretty …$SPY $QQQ $TLT $GLD #Commodities https://t.co/sELCc0dXFV
— QF Research (@ResearchQf) March 24, 2022
Russia is a major producer of #platinum and #palladium.
As Western countries hit Russia with sanctions, some companies will have to look for alternative sources.$BYRG intends to become a major domestic supplier of platinum group metals.#PGM #Mining https://t.co/cXZST6MOA4
— slfairless (@slfairless) March 11, 2022
Russia crisis means we need to move as fast as possible on renewables, electric vehicles, batteries & hydrogen…now how to do that without palladium, platinum, nickel, cobalt…? New suppliers & some clever technical solutions must scale up very quickly. https://t.co/JuJrcbRGw8
— Robin Mills (@robinenergy) March 7, 2022
Britain to increase tariffs on Russian platinum and palladium in new sanctions #thelevant#UK#sanctions_on_Russia#war_in_Ukraine#platinum_and_palladium https://t.co/z9wc4zDmwC
— TheLevantNews (@thelevantnewsEN) May 9, 2022
UK announced fresh sanctions on Russia & #Belarus – targeting £1.7bn of trade. New import tariffs to goods including platinum & palladium – metals used to make mobile phones & computers. And export bans on chemicals, plastics, rubber & machinery. https://t.co/NmOZIHfs1u #Ukraine
— Glasnost Gone (@GlasnostGone) May 9, 2022
https://twitter.com/EuromaidanPress/status/1523430060782329856
https://twitter.com/Stonemonsta2/status/1512436465719988226
Russia Turns To Gold, Platinum, Diamonds and Rare Earths As Ruble Value Diminishes – Russia Briefing News https://t.co/CgKedQslS2
— Rick (@Undercross2022) March 20, 2022
$BYRG Russia accounts for 40% of the world’s palladium.
27% of US palladium is imported from Russia.
Sanctions and tariffs will leave a huge void in #PGM supply and @buyergroupinc is ready to seize this opportunity.#Palladium #Platinum #Rhodium #Mininghttps://t.co/rn54CrFlgm pic.twitter.com/olfZJnB6BJ
— slfairless (@slfairless) March 18, 2022
https://twitter.com/Minerals_MDPI/status/1527284134405582851
This is a daily chart of palladium. A large amount of world supply is from Russia. The chart looks ripe for a breakout and a bullish move. pic.twitter.com/SydEvdKWdc
— Dylan Santos (@Seenuelapid356) June 15, 2022
USA IMPORTS THESE RARE EARTH METALS FROM RUSSIA that are used in aircraft construction, mobile phones, precision-guided weapons, night-vision goggles, and stealth technology.
Palladium, Chromium, Niobium, Germanium, Scandium Praseodymium, Cerium, Lanthanum and Neodymium— UkraineNews (@Ukraine66251776) June 14, 2022
Price spikes in critical minerals for the energy transition. Minerals reviewed include lithium, cobalt, nickel, aluminium, copper, palladium, uranium. Solar, wind, batteries, EVs all effected https://t.co/qoYJTVUkwe #Russia #Ukraine #solar #wind #batteries #EVs #China pic.twitter.com/g3XN2YRHkO
— Energy Post (@Energy_Post) June 9, 2022
Palladium price up 8%; lifts precious metals as London bans Russia PGM refinerieshttps://t.co/pXv2ZRplVm#Palladium #PalladiumPrice #PreciousMetals #Platinum #Markets pic.twitter.com/mP1uaEfKtc
— Red Cloud Securities (@RedCloudSec) April 11, 2022
Great find in the Monchegorsk area, where @EurasiaMining have their #palladium driven complex of open pit deposits#EUA #batterymetals #monchegorsk #preciousmetals #pgm #openpit #mining #gold #platinum #Russia #Resources #Rhodium #eurasiamining https://t.co/PHGTfPkuh6
— Brother Joey (@TrivChannel) August 23, 2021
«According to Techcet estimates, over 90% of U.S. semiconductor-grade neon supplies come from Ukraine, while 35% of U.S. palladium is sourced from Russia» #Ukraine #Russia #USA #sanctionshttps://t.co/lTe08a7ih9
— tapageur88 (@tapageur88) June 15, 2022
From StockheadComAu " Southern Palladium is listing today and looks set to nab a sweet slice of the PGM pie " published 7/6/2022 $PGM $SPD $GAL #Russia #Africa #Metals https://t.co/3Ve5bFgxHq
— Blue Harvest Digital (@BluHrvstDigital) June 7, 2022
Russia’s Norilsk Nickel, the world’s biggest palladium and nickel producer, reiterated its output guidance for the year and said that operations remain uninterrupted https://t.co/UnGvBLeFFR
— Bloomberg (@business) April 25, 2022
Residents of Norilsk, Russia’s capital of nickel, palladium, platinum, copper and cobalt said earlier today they were struggling to breathe after one of rubbish dumps outside the city caught fire. Local mayor said it was hard to extinguish the fire because of strong gusts of wind pic.twitter.com/uHRUp2HNTW
— The Siberian Times (@siberian_times) June 3, 2022
#Russia’s #Norilsk the most depressing and polluted city in the world @NornickelGroup https://t.co/N4bfXpMdTs #ETH #Mariupol #platinum
— Platinum and Palladium Investment News (@PGM_Investment) June 13, 2022
Reports are coming in that JSC Krastsvetmet and the Prioksky Plant of Non-Ferrous Metals, the two largest #platinum and #palladium refiners in #Russia are beginning to default on debt payments. @thesiriusreport @Metals @MetalsFocus @Reuters @business pic.twitter.com/TVYPiiwENu
— Platinum and Palladium Investment News (@PGM_Investment) June 9, 2022
“Automotive demand for platinum is down, industrial demand for platinum is down, investment demand for platinum is down. Only tightness & security of supply is supporting the Pt price at present.”#platinum #invest #Commodities #Russia @Metals @MetalsFocus @SFA_Oxford @NUM_Media pic.twitter.com/pQldbVoUkx
— Platinum and Palladium Investment News (@PGM_Investment) April 17, 2022
Techcet: "Ukraine supplies > 90% of the U.S.’s semiconductor-grade neon, a gas integral to the lasers used in the chip-making process,
while Russia supplies 35% of the U.S.’s palladium supply, a rare metal that can be used to create semiconductors."
3/https://t.co/xAQGc3RQG6— M. Haytham Matthews (@HaythamMatthews) June 11, 2022
https://twitter.com/rand0703/status/1511560993767243777
"Not only is Russia a major producer of oil…..The country is the world’s largest producer of platinum group metals that are used in hybrid and hydrogen-powered vehicles."
Global cracks complicate West’s energy transition https://t.co/3FwMe29ShY $BYRG #USA #SupplyChain
— Buyer Group International, Inc. (@buyergroupinc) June 2, 2022
Russia risks speed up automakers' switch from palladium to platinum, WPIC says https://t.co/ppe4Ek23TT pic.twitter.com/poaB6XVTs4
— Reuters (@Reuters) May 16, 2022
Russia may boost platinum market as automakers switch from palladium, WPIC says https://t.co/ltCjggswv6
— FOX Business (@FoxBusiness) May 16, 2022
Russia’s Vi Holding quits its involvement in Zimbabwe’s Great Dyke Investments platinum company https://t.co/V6tk9S0ecU
— Bloomberg (@business) June 6, 2022
Kuvimba takes over 50% Russian stake
STATE-OWNED mining vehicle Kuvimba Mining House has announced its takeover plan of a 50% stake in a platinum project owned by Russia’s Vi Holding NV but the setting up of a mine would require a cash-rich partner.https://t.co/JOW0dgDU9O— TheNewsHawks (@NewsHawksLive) June 12, 2022
FACT: Russia has abandoned a $3 billion platinum project in Zimbabwe over undisclosed reasons.
The long-delayed project was Zimbabwe's biggest platinum project with a production capacity of 860,000oz platinum group metals a year.
— Facts East Africa (@east_facts) June 14, 2022
Russia’s Vi Holding has pulled out from Zimbabwean platinum company Great Dyke Investments.
Can we agree now comrades, fix the politics and the rest will follow because it's one thing if it's our fair-weather friends but, this! This changes everything! https://t.co/2K6jIwOqCJ— Thando Ndlovu (@ThandoMaNdlo) June 14, 2022
Russia abandons Great Dyke Investments in Zimbabwe.
The long-delayed $3bn development was Zimbabwe’s largest platinum project.https://t.co/AmnwxcYBdi— Charles Onyango-Obbo (@cobbo3) June 12, 2022
M&A Pulse 10 June 2022
News from across Africa…
Zimbabwe: Russia's Afromet exits Zimbabwe platinum mine projecthttps://t.co/fkov2B8RSc
@MiningWeekly@MiningWeekly @MiningWeekly Weekly— DealMakers AFRICA (@DealMakers_DMA) June 10, 2022
Zimbabwe’s biggest platinum mine, brings to an end 16-years of Russian involvement with the project. https://t.co/IBmUuW64Cu
— BnY (L) (@SIavaUkraini) June 9, 2022
Russia Abandons Zimbabwe’s Biggest Platinum Project https://t.co/nyE71W5Qe5 pic.twitter.com/n1qZOQcgKV
— Zyite (@ZyiteGadgets) June 11, 2022
Russia Abandons Zimbabwe's Biggest Platinum Projecthttps://t.co/HhQa6jed8i
Several reports monitored this month confirmed that Russians have abandoned their lucrative platinum project contract that was signed for US$3 billion in September 2014, the platinum mine in the sun-s… pic.twitter.com/wTBQ8sYUkm— Eurasia Review (@EurasiaReview) June 10, 2022
Digital Extremes stands united with the people of Ukraine and its victims of needless violence.
To this end, we will suspend all payment options in Russia and Belarus, including Platinum and Bundles. https://t.co/ZcvYwtjqum
— WARFRAME (@PlayWarframe) March 9, 2022
Also, Russia is the #3 producer of nickel, which gives Putin leverage over the strategic metals market… pic.twitter.com/Xa3KPqHw7o
— PA Manufacturers (@PAManufacturers) June 13, 2022
Fitch expects that the new stimulus measures announced by the Chinese government will provide demand-side support to prices, driving them higher than current levels in Q322.
— mining (@mining) June 15, 2022
Millions of electric vehicles are set to hit the road in the next decade, and each will need nickel for its batteries. Russia happens to have lots of the metal. https://t.co/t3zVtsHENQ
— CBC Day 6 (@CBCDay6) June 12, 2022
This study is a pure demand-driven study. No one has yet folded in supply reductions because of the Ukraine War – copper, nickel, cobalt, aluminum, silicon. Russia is critical to them all. https://t.co/aw29cEU9r0
— Peter Zeihan (@PeterZeihan) May 18, 2022
For years, Russia has acted as a vast commodity supermarket, selling what an insatiable world has needed
Not just energy, but wheat, nickel, aluminum and palladium too https://t.co/0QLmQp8GGq pic.twitter.com/XtEFIoD4Vp
— Bloomberg (@business) June 1, 2022
Intense market volatility caused by spikes in energy prices, an explosion in nickel trading and other market swings after Russia’s invasion of Ukraine boosts trading at European banks https://t.co/IRTTbPHjHH
— Bloomberg (@business) April 28, 2022
April 2022 Finland imports from Russia down by 47% in comparison to March 2022, and crude oil imports from Russia dropped by 70%.
Imports of nickel increased by 53.2 million€ and 72% in comparison with last year.#import #Russiahttps://t.co/83Zbj1F9ME
— Olli-Pekka Penttilä (@Penttila_Olli) June 7, 2022
The massive rise in the price of #nickel has sent shockwaves through the global steel industry but it is forcing manufacturers of #electriccars to figure out alternative sources of finished nickel other than #Russia, explains @kushanmitra. https://t.co/3D8wa2jch1
— ORFEcon (@orfecon) May 28, 2022
We Don’t Need Nickel From Russia https://t.co/n3QYwdFyso
— CleanTechnica (@cleantechnica) April 15, 2022
https://twitter.com/calxandr/status/1513813954740506629
Key parts of electric vehicle batteries utilize nickel and cobalt, which typically come from Russia, China and other countries. Biden now wants to boost domestic supplies of the minerals: https://t.co/qnRFhfB3tL pic.twitter.com/Net1Tj882J
— Marketplace (@Marketplace) April 7, 2022
Nickel is a key metal for EV batteries, and because Russia is a major supplier, the war has spooked the markets. Some carmakers are turning to battery formulations that leave out nickel, even though it means less driving range.https://t.co/LugcWRViKk
— Inside Climate News (@insideclimate) April 2, 2022
Nickel from #Tanzania is well placed to supply a global automotive industry seeking alternative sources to Russia to feed the transition to electric vehicles, says Kabanga Nickel CEO Chris Showalter. Report by @whitehouse789.https://t.co/xB9Euwkdxe
— The Africa Report (@TheAfricaReport) April 4, 2022
Extends the inflation cycle at least 1-2 years – asset allocation accordingly.
*Russia.. 50% of US uranium imports, 19% of the world’s aluminium and copper, 20% of battery-grade nickel, 20% wheat, dominance in precious metals such as palladium, platinum. – The Economist. https://t.co/ys7M1585Yx
— Lawrence McDonald (@Convertbond) April 7, 2022
How does the Ukraine-Russia war impact your dream of getting an EV in your parking lot?
What importance does Russia hold in global Nickel supply?
Can there be competition/substitutes available soon?
Writing some statistical observations here: https://t.co/mRbmoogx9X
— Nikhil Rampal (@NikhilRampal1) April 5, 2022
The war in Ukraine has renewed conversations around nickel mining in Minnesota to wean off reliance on Russia (and China). But would opening these mines (PolyMet, Twin Metals, Tamarack) actually make a difference? I looked into it for @MNReformer. https://t.co/9qOFJvsRNC
— Colleen Connolly (@ColleenMConn) March 30, 2022
#nickelmania
"In the U.S., Americans are heading into banks asking for hundreds of $ in nickels.
Russia supplies more than 20% of the world’s high-quality nickel, a crucial component in everything from stainless steel to pipes to electric car batteries."https://t.co/Ay8uZJGZM1 pic.twitter.com/jtVFwVQiTd— Brock Pierce (@brockpierce) March 19, 2022
In an exclusive interview this morning, @TreasuryDepSec told me these actions — a full trade embargo, and blocking Russia's access to international waterways — are still on the table, as are prohibitions on nickel/uranium/titanium and Russian entities' crypto assets. https://t.co/odiCcIyYmw
— Kayla Tausche (@kaylatausche) March 14, 2022
Russia’s invasion of Ukraine raises concerns that sanctions could & will be imposed on Russian #Nickel exports
Russia currently supplies 15% of the worlds #Nickel & is looking to redirect its European & US supplies to China
Western discoveries are crucial pic.twitter.com/G26HDzyXWa
— Michael Bond (@MichaelBond_SP) May 11, 2022
https://twitter.com/Pete__Panda/status/1529039138825150465
https://twitter.com/DrSeuss1940/status/1532142329431220226
https://twitter.com/claudiohfox/status/1528720899213606913
European EV makers had planned to source nickel for batteries from Russia, but the war in Ukraine has made those plans uncertain.
That has implications for the energy transition and activists trying to hold Russian miners accountable.
Me, for @grist: https://t.co/8dwev4wc5s
— Maddie Stone (@themadstone) April 22, 2022
Many German companies rely on a steady supply of other Russian exports, particularly raw materials such as nickel, palladium, copper and chromium. #Germany, stop paying Russia for #Ukrainian blood. #BoycottGermany
Nickel Germany's other big Russian import https://t.co/cqMZc5jryK
— PeaceInUkraine (@MikeValInvest) April 13, 2022
Renewables are not reliable.
Nor are the supply chains to build them, their batteries, and the electric cars you need to go gasless.
Russia own our nickel.
China own lithium in Afghanistan, Zimbabwe, Argentina… 80% of global battery capacity.
Why should we pay our enemies? https://t.co/xWDX53Ab0x
— Connor Tomlinson (@Con_Tomlinson) April 3, 2022
Moving from dependence on fossil fuel to dependence on mining lithium, cobalt, graphite, nickel & rare earth metals IS FINE?
Moving dependence from Russia to China IS FINE? https://t.co/RZ9haoZlFl pic.twitter.com/9nRgKcRom4
— Anas Alhajji (@anasalhajji) April 29, 2022
Russia is the second-biggest global exporter of nickel and the tenth-biggest for aluminium and copper https://t.co/Qoss2OMIkt pic.twitter.com/PU2Iqivutz
— Economist Intelligence: EIU (@TheEIU) May 20, 2022
Russia could also spark a conflagration because of the awkward timing of the crisis and the impact on central banks.
The war has rattled supplies of staples such as potash and nickel from producers Russia and Ukraine, worsening the inflation outlook https://t.co/odgQpWK8E3 pic.twitter.com/xkwli5KWmb
— Financial Times (@FinancialTimes) March 30, 2022
Vale signs deal to supply nickel to Europe's Northvolt for its batteries – says its carbon footprint of 4.4 tonnes of CO2 per tonne of nickel. That compares to around 8 tonnes CO2 for Russia's Nornickel, and much higher for nickel matte produced in Indonesia. pic.twitter.com/knu5xg7elT
— Henry Sanderson (@hjesanderson) March 22, 2022
NEW: JP Morgan takes $524m XVA loss on nickel, Russia trades https://t.co/PJkMvtR9wm via @RiskQuantum
— Alessandro Aimone (@aimoneale) April 15, 2022
“Russia provided natural resources — coal, oil, steel, nickel, iron, gas, many more. China manufactured them into finished goods. India provided the clerical services. And the West consumed them.” — @umairh https://t.co/ndpZkpHMXs
— Felicity Harley (@TheShammuramat) April 7, 2022
