@RBaekelant Profile picture

Ronny Baekelant

@RBaekelant

Speculation & Investment - Exploration & Discovery - Environment & Sustainability - Value & Growth

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Ronny Baekelant Reposted

Factbox: Automakers accelerate drive to secure battery raw materials | Reuters reuters.com/technology/aut…


Ronny Baekelant Reposted

Verde Agritech analysis already available on the web 🌱🌱🔓 Updated with the most recent Q4 developments and 2023 outlook! If you want the model, ask for it via DM ✉️ $NPK.TO kairoscapeng.substack.com/p/verde-agrite…


Ronny Baekelant Reposted

Interesting, the peaks in #oil surplus have shifted a quarter.

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The @IEA on March 15 raised its estimate for global #oil demand in 2023 by another 100,000 b/d as rebounding air traffic and pent-up Chinese demand push consumption to record highs. Read more in our @SPGCI article: ow.ly/KKBw50NjQyL

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Ronny Baekelant Reposted

Goldman Sachs slashes its #lithium holdings across the board, doubling down on its bearish stance on the sector... Except for Sigma Lithium $SGML - the lone exception holding strong against the trend 🐂📈

Looks like Goldman Sach’s is following through with their lithium bear call 🐻 13F reported for Q4’22 📝 (All Amounts in Shares) $LAC : -2,876 $ALB : -13,476 (Bought 3,400 Puts) $SQM : -421,413 $LTHM : -258,457 ➡️ $SGML : +289,744 $SLI : -139,016 $PLL : -136,024



Ronny Baekelant Reposted

Hélcio Soczek, agricultor em Contenda/PR, investiu em produtos da Verde para a adubação de 100% da área da sua lavoura. Ele fala sobre a qualidade do atendimento da equipe e sobre a importância de se investir em insumos nacionais, como o K Forte® e BAKS®. youtu.be/YE06odGfsA8

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Ronny Baekelant Reposted

Interesting testimonial from Verde Agritech $NPK.TO (turn on automatic English subtitles). I don't think he is the average Brazilian farmer (more green/natural minded), but he seems to be really enthousiastic, even donated it to some! youtube.com/watch?v=ygMBay…


Ronny Baekelant Reposted

Project economics for Sigma Lithium vs current ~3B market cap.

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What is a fair premium for Sigma Lithium? With production just around the corner.

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Ronny Baekelant Reposted

The grand picture of $SGML on the buyout news. Doesn't even register on the chart.

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Ronny Baekelant Reposted

Ore is being delivered out of 22-level adit and is on its way to the processing plant! The future is looking bright with our new entrance designed for maximum safety! #Mining #GoldProduction # SafetyFirst! 🔨💪


Ronny Baekelant Reposted

O potássio está entre os três nutrientes mais extraídos pela cana-de-açúcar e contribui para a qualidade e a produtividade da cultura. Veja como a adubação potássica pode influenciar a produtividade da cana neste artigo. Acesse pelo link: blog.verde.ag/nutricao-de-pl…

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Ronny Baekelant Reposted

Today RePlanet is joining with allies to protest the Belgium governments decision to force the closure of clean energy in favour of fossil fuels during a global #ClimateEmergency.

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Today is the planned closure of Belgium’s Tihange 2 reactor. At midnight 🕛1 GW of clean power will be lost. Allies from across the EU will join Belgian Allies to bear witness to this climate injustice. Stay tuned 🧵

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Ronny Baekelant Reposted

O agricultor Rogério Afonso Barcelos, de Claraval/MG, aumentou a produtividade ao substituir o cloreto de potássio pelo K Forte®. O resultado? Mais vigor vegetativo e rentabilidade, ultrapassando 45 sacas de café por hectare! Acesse o vídeo pelo link: youtu.be/GcvBRkwJobE

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Ronny Baekelant Reposted

Tin on the rebound as China scoops up surplus metal - column by @AndyHomeMetals reuters.com/markets/europe…

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Ronny Baekelant Reposted

With an uber-bullish lithium demand forecast all the way through 2030, @AlbemarleCorp gives a big poke in the eye to the bears; at the right, a sample of the other forecasts, compiled by Bloomberg. h/t @RodneyHooper13

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Ronny Baekelant Reposted

Our dedicated team at the Summit and Banner mill operation is tirelessly working to improve and upgrade our tailings dam by dry stacking. At all of our operations, we are committed to ensuring the highest level of safety and efficiency. #tailingsdam #drystacking #commitment

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Ronny Baekelant Reposted

"We need to dig up millions of tonnes of minerals for clean energy". Sounds big. Except we're digging billions of tonnes of fossil fuels out every year. That's what we're trying to replace. My latest Substack: hannahritchie.substack.com/p/mining-low-c…

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We need more scientist like Sabine Hossenfelder: youtube.com/watch?v=0kahih…

South Korea will boost nuclear power generation and downgrade its plans for renewable energy. Nuclear power plants are now expected to account for almost one-third of generation capacity by 2030 🇰🇷 bloomberg.com/news/articles/…



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