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datadeep.bsky.social
John at DataDeep
@datadeep.bsky.social
1 followers 4 following 21 posts
Strategic Consultant, Director of DataDeep.Tech. Industrial Research Analyst
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datadeep.bsky.social
Can #$CRML build Tanbreez #rareearth mine in #Greenland? Three main issues: an impossible number in a company release, mass balance that isn't closed, and numbers that don't reconcile across stages. The refinery has been sized, costed and marketed ahead of a mine plan that doesn't yet support it.
SECTION 5.1 | DISCLOSURE QUALITY TANBREEZ The 85,000-tonne problem: CRML's own headline fails two physical tests 01 WHAT THE RELEASE SAYS PRESS RELEASE | 31 MAR 2025 Critical Metals Corp., PEA announcement “Initial production ~85,000 tpa REO” “scalable to ~425,000 tpa with modular expansion” “45 Mt @ 0.40% TREO” Both lines appear in the same release FURNISHED TO THE SEC: FORM 6-K, EX. 99.1 A press release is not a technical report and carries no qualified person's signature. 02 TEST 1: THE RESOURCE 21 Mt of ore a year to make 85,000 t of oxide at 0.40%, even with perfect recovery Year 1 Year 2 Left over Each square = 1 Mt of the 44.97 Mt resource FAILS Whole resource gone in ≈2 years At the ≈0.38% grade in the resource estimate, it is gone even faster. 03 TEST 2: THE WORLD 425 kt a year from one mine vs all mines on Earth ≈390 kt 425 kt +9% World output 2024 (USGS) Claimed expansion FAILS Exceeds world supply 04 THE PLAUSIBLE READING 85,000 tpa REO concentrate × 2.96% 85,000 t concentrate ≈2,500 t oxide CROSS-CHECK Ucore letter of intent: up to 10,000 t of concentrate is ≈10% of initial output, implying ≈100,000 t of concentrate. CONSISTENT Plausible first phase HOW THE ERROR SPREAD 31 Mar 2025 Company release states “85,000 tpa REO” [7][49] Sep 2025 Trade press repeats “rare earth oxides” [40] May 2026 Repeated again in offtake coverage [50] Sep 2026 No correcting company disclosure found Sources: CRML release of 31 Mar 2025, SEC Form 6-K Ex. 99.1 [7][49]; resource estimate [8][9]; USGS 2024 world output via [29]; Ucore LOI [14]; bench concentrate grade [5]; Mining.com [40][50]. Arithmetic: DataDeep.Tech DataDeep.Tech
October 2, 2026 at 10:41 PM
datadeep.bsky.social
Inert-Anode Chemistry and the ELYSIS Smelter in Québec: Can Alcoa #$AA and Rio Tinto #$RIO Deliver Carbon-Free Aluminum by 2027 datadeep.tech/inert-anode-...
Details on strategic partnership with #$AAPL included. Read more at DataDeep.Tech
September 18, 2026 at 11:39 PM
datadeep.bsky.social
Look Closer. The headline isn't the story. Deep Research for the Systems Behind the Market
#Photonics #Datacenters #Semiconductors #supplychain
datadeep.tech/silicon-phot...
DataDeep Cover Art - Look Closer! Technology. Capital. Infrastructure. Supply chains. Energy. Markets. Deep research for the systems behind the market.
August 18, 2026 at 3:41 AM
datadeep.bsky.social
Toshiba and IMS Nanofabrication control a large share of the global market for the mask-writing equipment.

Masks can be reused across many production runs. However, certain defense applications require batch-specific identifiers / customized chips, which creates demand for unique or masks ( #$SKYT )
Toshiba and IMS Nanofabrication control the vast majority of the mask writing market.
July 27, 2026 at 12:55 AM
datadeep.bsky.social
Q2 2026, 112B net income after taxes and expenses / R&D. While "free cash flow" was -6B, the net change in cash was +18B. Google currently sits on about 56B in cash, 98B in long term debt. their net annual income is nearly double what it was in 2022.
Sankey diagrams for cashflow and income reports at google, q2 2026
July 26, 2026 at 9:16 PM