$Fortescue Ltd (FMG.AU)$ A lot of people are skeptical on Fortescue Future Industries and whether these enormous green projects will occur. I am invested in asx $FMG and hope a hydrogen industry is developed
15m tonnes h2 pa would be at least $30b revenue, equal last year (at record high iron)

keep $BrainChip Holdings Ltd (BRN.AU)$ on watch for next oil play

World's largest reserves of commercial-grade #iron ore are in Ukraine - 30 billion tonnes (1/5 global total). Ranked 3rd largest, after Russia & Australia, for pure ion ore. Major iron ore basins of #Ukraine...👇 $Rio Tinto Ltd (RIO.AU)$

$Fortescue Ltd (FMG.AU)$ Commodity prices are challenging to predict. But some analysts have a go.
China is a significant buyer of a lot of Australia’s iron, so a slowdown of purchasing can have a sizeable impact on the iron ore price.
The broker Citi recently said the iron ore price could drop to US$70 per tonne in the long-term, though this was an upgrade from the expectation of US$60 per tonne.
In the next couple of years, Citi thinks the iron ore price may reduce to US$80 per ton...

If $Rio Tinto Ltd (RIO.AU)$ is willing to pay $2.7 B for the rest of Turquoise Hill basically 25% of Oyu Tolgoi. How much is  $IVN Ivanhoe's stake in Kamoa worth? Not to mention the Western Forelands upside.
Also $BHP Group Ltd (BHP.AU)$ is going to buy $FILO.TO Filo Mining for a $ that shocks everyone in 2-3yrs

$BrainChip Holdings Ltd (BRN.AU)$ $Barnwell Industries (BRN.US)$ $Occidental Petroleum (OXY.US)$ follow the smart money. As covid cases are going down, travel is heating up and demand for oil will be much higher this year. Without Russian oil, the demand will be much higher worldwide and production takes time to ramp up.

$BrainChip Holdings Ltd (BRN.AU)$ is pleased to report that the first leach pad modules are now complete and will receive ore this week to stack the first module.