The hottest Mining Substack posts right now

And their main takeaways
Category
Top Crypto Topics

How to mine without mining

Irina Slav on energy • 1002 implied HN points • 24 Jan 24
💼 Business Mining Commodities Investment Environment Clean Energy
  1. Copper prices are forecasted to jump by 75% in 2025 due to energy transition and decline in the U.S. dollar.
  2. There are concerns about copper shortages, but traders often don't consider long-term impacts when trading commodities.
  3. Mining companies are facing challenges from resource nationalism and must find ways to mine sustainably to support the global transition to clean energy.

Split the Bitcoin Baby

DeFi Education • 1199 implied HN points • 27 Sep 23
🔮 Crypto Markets Investing Regulation Mining Economics
  1. Bitcoin halving happens every four years, cutting miners' rewards in half. This can make mining less profitable for some, but it might also lead to higher Bitcoin prices in the future.
  2. Historically, each Bitcoin halving has led to a price increase, as fewer new Bitcoins are created and demand usually stays the same or increases. This basic economic principle suggests prices could go up when supply decreases.
  3. Several factors, like investor trust and regulatory changes, affect how the next halving might impact Bitcoin and the broader crypto market. Positive developments could lead to a crypto boom.

About that FB EV-bashing meme

The Land Desk • 530 implied HN points • 10 Jan 24
🕹 Technology Social media Electric Vehicles Mining
  1. Some viral posts try to discredit electric vehicles by highlighting the environmental impact of mining materials for their production.
  2. The environmental impact of electric vehicles needs to be compared to that of traditional gas-powered vehicles to provide context.
  3. Despite the mining required for electric vehicles, they often have lower emissions over their lifecycle compared to gasoline-powered cars.
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Managing the coming lithium boom (and bust) in select African states

An Africanist Perspective • 395 implied HN points • 08 Apr 23
🌍 World Politics Mining Wealth Distribution Global Affairs Green Energy Resource Management
  1. African lithium-rich countries should focus on localizing refining and ownership structures to eliminate informational gaps with multinational companies as demand for lithium rises.
  2. Countries managing natural resources can benefit from strategies like diversifying economies, producing inputs for the sector, and adding value before export.
  3. African countries facing the lithium boom need to carefully navigate ownership structures, maximize value addition locally, and manage geopolitical pressures to make the most of their green metal deposits.

Peru's natural resources: CIA-linked US ambassador meets with mining and energy ministers to talk 'investments'

Geopolitical Economy Report • 398 implied HN points • 19 Jan 23
🌍 World Politics Natural resources Investments Mining Energy Coup
  1. Peru is rich in natural resources like copper, gold, zinc, silver, and natural gas, making it a hub for transnational corporations who heavily invest in the mining sector.
  2. President Pedro Castillo aimed to ensure that 70% of mining proceeds went to the state for social programs, but after a coup, the focus shifted back to foreign corporate investments, reversing progressive economic plans.
  3. Natural gas, particularly liquefied natural gas (LNG), plays a significant role in Peru's exports, with a notable shift towards Europe as a top importer following a boycott of Russian energy.

Numlock Sunday: James Temple on the mine with 2.4 million vehicles in it

Numlock News • 137 implied HN points • 28 Jan 24
🌞 Climate & Environment Mining Renewable Energy Environmental Impact Energy transition
  1. A single nickel mine in Minnesota could unlock billions in EV subsidies, impacting electrification and consumers.
  2. Understanding the specific impacts of mining projects and legislation like the Inflation Reduction Act can shed light on climate goals and community conflicts.
  3. Navigating the politics of climate change on the ground involves balancing trade-offs, ensuring open dialogue, and making informed decisions about environmental impacts.

Ditch cars and reduce mining

The Land Desk • 255 implied HN points • 21 Feb 23
🌞 Climate & Environment Transportation Mining Electric Vehicles Environmental Impact
  1. Transportation sector with internal combustion engines is a major source of greenhouse gas emissions in the U.S.
  2. Electric vehicles require more minerals like copper, rare earth elements, cobalt, nickel, and lithium for batteries.
  3. Transitioning from internal combustion cars to electric vehicles may result in a significant increase in mining, which can harm the environment and communities.

In search of lithium

Everything is Light • 235 implied HN points • 06 Jun 23
🌞 Climate & Environment Mining Geology Sustainability Renewables
  1. Cornwall has a rich mining history, especially with tin and copper, shaping modern Cornwall.
  2. The global demand for lithium is rising due to electric vehicles and solar panels, potentially leading to shortages by 2025.
  3. Mining lithium in Cornwall is seen as an opportunity for economic growth, jobs, and a sustainable supply of a crucial element for the green transition.

The low-carbon energy transition will need less mining than fossil fuels, even when adjusted for waste rock

Sustainability by numbers • 201 implied HN points • 06 Nov 23
🌞 Climate & Environment Energy transition Mining Recycling
  1. Low-carbon energy transition requires less mining than fossil fuels, even when accounting for waste rock.
  2. Material requirements for low-carbon technologies are still lower than current mining requirements for fossil fuels.
  3. Electrification for vehicles will increase material requirements, but overall material needs will decrease with an energy transition.

Problems Posing as Solutions, Part 3

Field Guide to the Anthropocene • 117 implied HN points • 30 Jun 23
🌞 Climate & Environment Ecology Mining Conservation Biodiversity Sustainability
  1. Personal, economic, and ecological problems are often presented as solutions with unforeseen negative consequences.
  2. SUVs are becoming an increasing burden on the planet, posing threats to the environment and public safety.
  3. Seafloor mining, especially in the absence of thorough scientific understanding, risks irreversible damage to deep-sea ecosystems and biodiversity.

🔅 Lesley Lokko's Architectural Revolution & Kenya's IMF Lifeline

baobabnewsletter • 58 implied HN points • 19 Jan 24
🌍 World Politics Architecture Geopolitics Mining Wealth
  1. Lesley Lokko is the first African woman to win the prestigious RIBA gold medal and is revolutionizing the architectural world through academia and diversity.
  2. Kenya received a significant financial boost from the IMF to tackle economic challenges and debts, emphasizing the country's resilience amidst crises.
  3. Red Sea ship diversions due to conflicts in the area have increased fuel demand in African ports, creating congestion and soaring prices.

Public Miners Raised $2B in Last Pre-Halving Quarter

Miner Weekly • 19 implied HN points • 16 May 24
💰 Finance Mining Regulation Hardware Corporate Feature
  1. Public bitcoin mining companies raised nearly $2 billion in the last pre-halving quarter, with the three largest companies accounting for a significant portion.
  2. Financing activities for public mining stocks have slowed down in the current quarter, but the investments still surpass those from the previous year's quarter.
  3. Public mining companies are holding a substantial amount of bitcoin, signaling a shift towards retaining mined assets rather than selling immediately.

Coinmint’s Mining Pivot Backfires with $14M Verdict

Miner Weekly • 39 implied HN points • 15 Feb 24
💼 Business Mining Bitcoin Legal Investment Corporate
  1. Coinmint faced a $14 million verdict due to failures in a deal with chipmaker Katena, highlighting the risks in the bitcoin mining industry.
  2. The arbitration ruling detailed how Coinmint's plans to build up proprietary mining hardware backfired, leading to legal disputes and financial liabilities.
  3. The saga between Coinmint and Katena serves as a cautionary tale for aspiring bitcoin miners about the importance of meeting contractual obligations to avoid costly consequences.

EU's critical minerals, nickel labor, and EVs may not cut it for auto sector

Green Rocks • 78 implied HN points • 09 Mar 23
🌞 Climate & Environment Mining Renewables Energy transition Sustainability Biodiversity
  1. Climate technologies require huge amounts of metal, impacting mining and emissions reduction efforts.
  2. Concerns rise over labor conditions in Indonesia's booming nickel industry with reports of worker mistreatment.
  3. The auto sector faces challenges in meeting climate goals, requiring carbon standard agreements and increased renewable energy use.

Why the Bitcoin Security Model Is Broken

Dan Hughes • 4 HN points • 26 Jul 24
🔮 Crypto Bitcoin Blockchain Mining Security Economics
  1. Bitcoin's security model relies on rising prices and transaction fees, which may not be sustainable long-term. If prices stop rising, it could lead to less funding for network security.
  2. The network can only handle a limited number of transactions due to the current block size limit, which affects how much miners earn from fees.
  3. To keep Bitcoin secure, the block size may need to be increased gradually. This way, more transactions can be processed, helping to fund the security budget effectively.

Review 2023 - Mining Economics

nicosmid • 39 implied HN points • 09 Jan 24
🔮 Crypto Bitcoin Mining Economics Blockchain
  1. Bitcoin's price in 2023 saw a 171.5% increase from the beginning of the year.
  2. The network difficulty increased significantly throughout the year by 103.6%.
  3. Hashprice stayed above $80/PH/Day due to a surge in transaction fees and Bitcoin's price increase in the last two months of 2023.

Hydro Cooled ASICs

nicosmid • 58 implied HN points • 18 Apr 23
🕹 Technology Cryptocurrency Mining
  1. Hydro-cooled ASICs utilize water for cooling instead of fans, enhancing thermal conductivity and increasing hashrate output
  2. Water-cooling is more effective than air-cooling for mining equipment as it can absorb more heat efficiently
  3. This method may be costly but offers superior cooling benefits for mining operations

The Return of Private Miners as Halving Approaches

Miner Weekly • 19 implied HN points • 21 Mar 24
💰 Finance Mining Bitcoin Markets Companies Regulation
  1. Publicly traded mining companies are progressively mining less of Bitcoin's rewards, indicating a potential return of private miners.
  2. Since bitcoin's hashprice rebound, even older mining machines like M21S could turn a profit at certain energy rates, leading to an uptick in private mining activity before the upcoming halving.
  3. With the halving approaching, there may be a correction in hashrate levels post-halving, as older generation equipment is expected to phase out unless there's a significant increase in bitcoin's hashprice.

Quiet Before the Storm?

nicosmid • 39 implied HN points • 08 Aug 23
🔮 Crypto Bitcoin Mining Market Analysis Industry
  1. The mining industry is currently experiencing a period of quiet and stability.
  2. Key factors like Bitcoin price, network hashrate, and ASIC prices are maintaining a steady trend.
  3. This calm period may indicate a break for the industry after a significant growth phase.

1 Year Until the Next Halving

nicosmid • 39 implied HN points • 25 Apr 23
🔮 Crypto Bitcoin Mining Cryptocurrency
  1. Bitcoin halving occurs every 210,000 blocks or about every four years.
  2. In a year, the block subsidy will be halved from 6.25 to 3.125, impacting miner revenues.
  3. This article discusses the past impact of halving events and how to prepare for the next one.

Mara deleverages

Miner Weekly • 59 implied HN points • 07 Jan 23
💰 Finance Investment Corporate Regulation Debt Mining
  1. Marathon Digital adhered to its hodl strategy despite market turbulence in 2022, closing with 12,232 BTC and increased liquidity.
  2. Mara reduced revolving credit and paid off debts in December with capital injection, facing volatile stock prices.
  3. 36% of Mara's bitcoin holdings were restricted as of Dec. 31, secured against loans, with a safety net against a decrease in Bitcoin value.

Proof of Work: the choice between centralizing over time or insecure.

Senatus’s Newsletter • 19 implied HN points • 12 Jan 24
🔮 Crypto Mining Security Market cap Economics Decentralization
  1. Every Proof of Work coin must choose between specialized hashing, leading to centralization over time, or generalized hashing, resulting in a constantly insecure chain.
  2. Specialized hashing algorithms for Proof of Work require specific hardware, electricity, space, maintenance, and capital, leading to centralization over time.
  3. Generalized hashing algorithms allow more participation but can make the chain insecure due to the vast latent hashrate available for potential attacks.

Atoms for Copper

Material World • 120 implied HN points • 07 May 23
🔬 Science Mining Innovation Nuclear Environmental Impact
  1. Copper is a vital metal in our daily lives, but it is becoming harder to obtain in high quantities due to diminishing natural resources.
  2. In the past, there were radical ideas, like using nuclear weapons for mining copper, but technological advancements in mining techniques eventually proved more effective.
  3. Innovation in mining methods has been a gradual process, leading to better extraction of metals like copper, making them more accessible and affordable over time.

Bitcoin hashprice hits 4-month high

Miner Weekly • 39 implied HN points • 18 Feb 23
🔮 Crypto Mining Financial News Corporate News Hardware and Infrastructure Features
  1. Bitcoin's hashprice has hit a 4-month high, a significant increase.
  2. With the rise in hashprice, older generation mining equipment is becoming profitable once again at certain energy rates.
  3. Bitcoin's rapid hashrate growth has set new records recently, with the approaching difficulty retarget likely to see mining difficulty cross the 40 trillion mark.

The Sino-US bitcoin ASIC War Begins

Miner Weekly • 19 implied HN points • 16 Nov 23
💰 Finance Mining Regulation Hardware Corporate Feature
  1. Bitcoin's network growth is increasing production costs for mining companies as the halving event nears.
  2. Major mining firms are experiencing both increased and decreased costs of bitcoin production in Q3 compared to Q2.
  3. There is a brewing competition between Sino-U.S. companies in the bitcoin ASIC industry as new equipment is rolled out to meet demands and sustain operations.

Miners are Profiting Without Mining

Miner Weekly • 19 implied HN points • 07 Aug 23
💰 Finance Mining Regulation Hardware Infrastructure Corporate
  1. Mining companies are finding ways to profit without traditional mining, utilizing strategies like energy sales and renting out hashpower.
  2. Charts comparing bitcoin production and realized hashrate of mining companies show a difference due to flexible use of proprietary hashrate for various purposes.
  3. The evolving use of proprietary hashrate by mining companies highlights their adaptability to changing conditions in the industry.

How Big Was Bitcoin's Mining Profit Squeeze After Halving?

Miner Weekly • 3 HN points • 30 May 24
💰 Finance Mining Companies Financial News Corporate News Feature
  1. Bitcoin's hashrate stayed above 600 EH/s in the month following its fourth halving event, despite a slight decline from April.
  2. The daily production benchmark for Bitcoin decreased by 45% in May compared to April, impacting major public mining companies.
  3. News of Riot's proposed takeover of Bitfarms has stirred market interest, potentially positioning Riot as a significant player in Bitcoin mining.

Foundry fees, Mining SPACs, and SBI vs Whinstone

Miner Weekly • 19 implied HN points • 08 Apr 23
💼 Business Mining SPACs Regulation Hardware & Infrastructure Corporate News
  1. FoundryUSA is implementing tiered fees for its bitcoin mining pool service after an increase in market share due to their zero-fee strategy.
  2. Mining SPACs like Bitdeer are progressing towards mergers and shareholder votes, indicating industry consolidation.
  3. SBI Crypto has filed a lawsuit against Whinstone U.S., alleging breach of contract and fraudulent inducement, revealing industry disputes.
  4. ,

Green Imperialism

A Natural Language • 0 implied HN points • 11 Mar 23
🌞 Climate & Environment Fossil fuels Mining Imperialism
  1. There is little data to support tracking or curbing carbon emissions tied to consumption or industrialized activities.
  2. Blindly phasing out fossil fuels could lead to economic dislocation and food shortages.
  3. Green tech, conservancies, and mining are interconnected and can perpetuate imperialism through different means.