Jens Muenster 🇩🇪 🇪🇺 🇦🇺
@jensmuenster.bsky.social
Former Banker and Hedge Fund Partner; Dipl. Vwl; Gym Rat; Not Investment Advice
4/n A new space giant forming?
October 24, 2025 at 7:48 PM
4/n A new space giant forming?
4/n The composition of stock market trading has changed. Chart via Mike Green/Substack
October 14, 2025 at 6:12 AM
4/n The composition of stock market trading has changed. Chart via Mike Green/Substack
9/n A big chance for Australia. Some refineries are already in the process of being built ( for example ILU ASX for neodymium, praseodymium, dysprosium, terbium). Other companies working on final investment decision in various stages of advancement (COB ASX for cobalt or AVL ASX for vanadium).
October 11, 2025 at 1:51 AM
9/n A big chance for Australia. Some refineries are already in the process of being built ( for example ILU ASX for neodymium, praseodymium, dysprosium, terbium). Other companies working on final investment decision in various stages of advancement (COB ASX for cobalt or AVL ASX for vanadium).
7/n The EU remains popular in Europe.
October 3, 2025 at 5:32 AM
7/n The EU remains popular in Europe.
3/n Global equity market cap. Reference currency is US$ so this can change dramatically in coming years (I think).
September 5, 2025 at 8:32 AM
3/n Global equity market cap. Reference currency is US$ so this can change dramatically in coming years (I think).
7/n Quick update on current US tariff levels as of September 2025. It will change...
September 5, 2025 at 8:31 AM
7/n Quick update on current US tariff levels as of September 2025. It will change...
2/n Overview on global public debt (IMF data April 2025)
August 27, 2025 at 9:29 AM
2/n Overview on global public debt (IMF data April 2025)
7/10 Same chart but rolling 10 year nominal GDP growth. Could get dicey quickly if the lines cross. Chart is from DB July 2025.
August 12, 2025 at 9:16 AM
7/10 Same chart but rolling 10 year nominal GDP growth. Could get dicey quickly if the lines cross. Chart is from DB July 2025.
6/n You want this chart in the negative area (nominal GDP Growth higher than 10 Year Yields) for easier management of debt load especially if debt/GDP is around 120%. Chart is from DB July 2025.
August 12, 2025 at 9:12 AM
6/n You want this chart in the negative area (nominal GDP Growth higher than 10 Year Yields) for easier management of debt load especially if debt/GDP is around 120%. Chart is from DB July 2025.
2/n German Space Start-Ups
August 10, 2025 at 8:31 AM
2/n German Space Start-Ups
8/n Quantities of rare earth in US defense hardware:
August 8, 2025 at 3:58 AM
8/n Quantities of rare earth in US defense hardware:
7/n Australian Federal Gov and State Gov of South Australia and Tasmania step in to rescue struggling lead and zinc smelter.
www.abc.net.au/news/2025-08...
www.abc.net.au/news/2025-08...
Nyrstar to get $135 million bailout for struggling smelters
The owner of the Port Pirie and Hobart smelters says it has reached an agreement with the federal and state governments for $135 million in "transitionary support" for its metals manufacturing busines...
www.abc.net.au
August 5, 2025 at 2:29 AM
7/n Australian Federal Gov and State Gov of South Australia and Tasmania step in to rescue struggling lead and zinc smelter.
www.abc.net.au/news/2025-08...
www.abc.net.au/news/2025-08...
5/n It is always hard when the shape-shifter is a friend...
July 27, 2025 at 1:49 AM
5/n It is always hard when the shape-shifter is a friend...
6/n The EU was one of the first Western institution to formalize securing critical minerals with the so called Critical Raw Materials Act passed by the European Commission in April 2004.
eur-lex.europa.eu/legal-conten...
eur-lex.europa.eu/legal-conten...
A secure and sustainable supply of critical raw materials
Summary of Regulation (EU) 2024/1252 establishing a framework for ensuring a secure and sustainable supply of critical raw materials
eur-lex.europa.eu
July 13, 2025 at 2:05 AM
6/n The EU was one of the first Western institution to formalize securing critical minerals with the so called Critical Raw Materials Act passed by the European Commission in April 2004.
eur-lex.europa.eu/legal-conten...
eur-lex.europa.eu/legal-conten...
5/n More details on the use case for critical minerals (here limited to rare earths) from the Northern Minerals presentation:
July 12, 2025 at 3:49 AM
5/n More details on the use case for critical minerals (here limited to rare earths) from the Northern Minerals presentation:
4/n From the same presentation a list of the companies involved globally.
July 11, 2025 at 10:38 AM
4/n From the same presentation a list of the companies involved globally.
3/n The global supply chain for magnets is currently dominated by China.
The slide below is from a recent presentation of the Australian company Northern Minerals.
The slide below is from a recent presentation of the Australian company Northern Minerals.
July 11, 2025 at 10:38 AM
3/n The global supply chain for magnets is currently dominated by China.
The slide below is from a recent presentation of the Australian company Northern Minerals.
The slide below is from a recent presentation of the Australian company Northern Minerals.
2/n MP Materials got a sweetheart deal from the US government. In simple terms: MP Minerals mines critical minerals in the US, exports them to China for refining and the US received magnets (used in defense applications, EV's etc. ) back. The plan is to move full supply chain back to the US by 2028.
July 11, 2025 at 10:38 AM
2/n MP Materials got a sweetheart deal from the US government. In simple terms: MP Minerals mines critical minerals in the US, exports them to China for refining and the US received magnets (used in defense applications, EV's etc. ) back. The plan is to move full supply chain back to the US by 2028.