The launch of round-the-clock trading on the Chicago Mercantile Exchange means that institutions will be able to hedge positions at any time of the day – fewer price gaps between the traditional and cryptocurrency markets, more liquidity.
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Doug Casey: Mining stocks are where you should be right now.
- Mining stocks, particularly gold stocks, are still at the lowest levels in history
- Despite the recent price surge, the public is not participating
The amount of money that can be made in bull markets can be life-changing:
- Crappy little stocks can go 10x
- Some go 100x
- Occasionally 1000x
The commodity bull market has just started.
- Mining stocks, particularly gold stocks, are still at the lowest levels in history
- Despite the recent price surge, the public is not participating
The amount of money that can be made in bull markets can be life-changing:
- Crappy little stocks can go 10x
- Some go 100x
- Occasionally 1000x
The commodity bull market has just started.
🇨🇭 Global One SI - Prompt
An assembly line of equipment running to the Middle-East. These are all refuelers with tailing fighter aircraft.
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🇺🇸 Massive mobilization:
120 US Air Force planes headed to the Middle East in the past 48 hours.
120 US Air Force planes headed to the Middle East in the past 48 hours.
🔴 Top 5 Copper Reserves by Country
🥇 #Chile 190M tons
🥈 #Australia 100M
🥈 Peru 100M
🥉 DRC 80M
🥉 #Russia 80M
#Copper is the backbone of electrification, grids, EVs, and defense systems.
Reserves are concentrated, Supply risk is geopolitical.
The #energy transition runs on copper.
🥇 #Chile 190M tons
🥈 #Australia 100M
🥈 Peru 100M
🥉 DRC 80M
🥉 #Russia 80M
#Copper is the backbone of electrification, grids, EVs, and defense systems.
Reserves are concentrated, Supply risk is geopolitical.
The #energy transition runs on copper.
🇨🇭 Global One SI - Prompt
$ASPI $QLE something else to keep in mind while reading: - $QLE Pelindaba facility at 15 MTU/yr would capture 30–100% of the DOE's base‑case 50 MTU/yr #HALEU demand forecast by 2035, making it potentially the single largest Western #HALEU source outside…
ASP Isotopes Announces Establishment of Quantum Leap Energy Strategic Advisory Board, Bolstering its Plans for the Nuclear Fuel Sector $ASPI
Rising Nuclear Demand = Stronger Uranium Market
The surge in data centres and clean baseload power demand is reinforcing nuclear’s long-term growth story — and that’s positive for the uranium market.
Higher reactor demand ultimately means more uranium purchasing.
With the United States operating the largest fleet, China leading new builds, and France maintaining strong nuclear reliance, fuel demand visibility is improving.
Global resources are sufficient — what’s needed now is investment.
For nuclear businesses, this signals:
✔ Stronger contracting cycles
✔ Healthier pricing fundamentals
✔ Upstream growth opportunities
The uranium story is turning from surplus to strategic expansion.
#Uranium #NuclearFuel #NuclearBusiness #EnergyMarkets #CleanEnergy
The surge in data centres and clean baseload power demand is reinforcing nuclear’s long-term growth story — and that’s positive for the uranium market.
Higher reactor demand ultimately means more uranium purchasing.
With the United States operating the largest fleet, China leading new builds, and France maintaining strong nuclear reliance, fuel demand visibility is improving.
Global resources are sufficient — what’s needed now is investment.
For nuclear businesses, this signals:
✔ Stronger contracting cycles
✔ Healthier pricing fundamentals
✔ Upstream growth opportunities
The uranium story is turning from surplus to strategic expansion.
#Uranium #NuclearFuel #NuclearBusiness #EnergyMarkets #CleanEnergy
🇨🇭 Global One SI - Prompt
#URANIUM #URA/USD H2 #Indicator #Signal #Trading #GlobalOneAI Global X Uranium ETF $URA volatility can move fast. Leverage magnifies it. Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD
#URANIUM #URA/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Global X Uranium ETF
$URA volatility can move fast. Leverage magnifies it.
Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD
Global X Uranium ETF
$URA volatility can move fast. Leverage magnifies it.
Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD
🇨🇭 Global One SI - Prompt
#URANIUM #URMN/USD M15 #Indicator #Signal #Trading #GlobalOneAI Sprott Uranium Miners ETF $URNM volatility can move fast. Leverage magnifies it. Trade $URNM with up to 100x leverage: gains.trade/trading#URNM-USD
#URANIUM #URMN/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Sprott Uranium Miners ETF
$URNM volatility can move fast. Leverage magnifies it.
Trade $URNM with up to 100x leverage: gains.trade/trading#URNM-USD
Sprott Uranium Miners ETF
$URNM volatility can move fast. Leverage magnifies it.
Trade $URNM with up to 100x leverage: gains.trade/trading#URNM-USD
The silver supply-demand model is broken.
- Silver deficits have been piling up for five consecutive years
- Cumulative deficits now total ~820 Moz
In just five years, we’ve effectively lost the equivalent of one full year of global silver production.
You’d think a ~220% increase in silver prices would trigger more mining.
It hasn’t.
- ~72% of silver production is a byproduct of copper, zinc, and lead mining.
- Higher silver prices don’t incentivize a copper/zinc mine to produce more silver.
In other words: We have persistent deficits and no meaningful way to raise supply.
That’s the perfect storm for #silver.
- Silver deficits have been piling up for five consecutive years
- Cumulative deficits now total ~820 Moz
In just five years, we’ve effectively lost the equivalent of one full year of global silver production.
You’d think a ~220% increase in silver prices would trigger more mining.
It hasn’t.
- ~72% of silver production is a byproduct of copper, zinc, and lead mining.
- Higher silver prices don’t incentivize a copper/zinc mine to produce more silver.
In other words: We have persistent deficits and no meaningful way to raise supply.
That’s the perfect storm for #silver.
☢️ $300 BILLION Nuclear Boom
💰 Global nuclear investments:
🇪🇺 Europe: $132B
🌏 Asia Pacific: $106B
🇺🇸 North America: $35B
🌍 Eurasia: $17B
🌍 Middle East: $12B
🌎 Latin America: $8B
🌍 Africa: $2B
When $300B flows into one technology in 4 years, supply chains, fuel markets, and enrichment capacity become strategic.
The nuclear race is capital intensive, long term, and geopolitical.
#energy #nuclear #China #uranium
💰 Global nuclear investments:
🇪🇺 Europe: $132B
🌏 Asia Pacific: $106B
🇺🇸 North America: $35B
🌍 Eurasia: $17B
🌍 Middle East: $12B
🌎 Latin America: $8B
🌍 Africa: $2B
When $300B flows into one technology in 4 years, supply chains, fuel markets, and enrichment capacity become strategic.
The nuclear race is capital intensive, long term, and geopolitical.
#energy #nuclear #China #uranium
☢️Nuclear power is simple in physics
Uranium splits
Heat is released
Steam spins a turbine
Electricity flows
But the bottleneck is not the reactor design.
It is the fuel.
Every advanced reactor in this race.
NuScale Power. Oklo Inc. TerraPower. X-energy.
Wants HALEU (Higher enriched uranium)
Until 2023, only Russia could produce it commercially at scale.
Now there is just one Western company licensed to manufacture it.
This is no longer just an energy story.
It is a fuel supply chokepoint in the middle of a geopolitical race.
This is a supply absence story.
#energy #nuclear #uranium
Uranium splits
Heat is released
Steam spins a turbine
Electricity flows
But the bottleneck is not the reactor design.
It is the fuel.
Every advanced reactor in this race.
NuScale Power. Oklo Inc. TerraPower. X-energy.
Wants HALEU (Higher enriched uranium)
Until 2023, only Russia could produce it commercially at scale.
Now there is just one Western company licensed to manufacture it.
This is no longer just an energy story.
It is a fuel supply chokepoint in the middle of a geopolitical race.
This is a supply absence story.
#energy #nuclear #uranium
Central banks are turning to gold.
The GFC showed the world the risks of dependence on the US financial system. As a result, central banks broke a 2-decade trend of net gold sales and began to buy gold at a record pace.
This effort was led primarily by non-Western central banks.
The seizure of Russian assets and the exclusion from the SWIFT system led to a ~2x increase in gold buying, as the risk of holding US Treasuries increased significantly.
We are witnessing a remonetization of gold and a bifurcation of the world. As the West keeps betting on the old USD-centric system, the East is moving to a gold-centric system.
#Gold is once again becoming the preferred reserve asset.
The GFC showed the world the risks of dependence on the US financial system. As a result, central banks broke a 2-decade trend of net gold sales and began to buy gold at a record pace.
This effort was led primarily by non-Western central banks.
The seizure of Russian assets and the exclusion from the SWIFT system led to a ~2x increase in gold buying, as the risk of holding US Treasuries increased significantly.
We are witnessing a remonetization of gold and a bifurcation of the world. As the West keeps betting on the old USD-centric system, the East is moving to a gold-centric system.
#Gold is once again becoming the preferred reserve asset.
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$IREN $CLSK $CIFR $BITF $WULF $CRWV | ASML CEO Christ Fouquet: "If we don't improve the power efficiency of our AI chips over time, training these models could eventually consume the entire worldwide energy."
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$MU $SNDK $ASML $LCRX $AMAT $KLAC | Micron CEO Sanjay Mehrotra warns the semiconductor shortage will persist through 2026.
"Building a new fab takes a lot of time, and demand for chips remains high, creating a semiconductor shortage."
"Building a new fab takes a lot of time, and demand for chips remains high, creating a semiconductor shortage."
🔥 China Is Hoarding Gold
Shanghai Futures Exchange inventories just hit 104 tonnes, an all-time high.
Deliverable gold has quadrupled in months.
This is physical metal in vaults. Not paper.
Drivers:
• Currency hedge
• Dollar diversification
• Property stress
• Strategic reserve buildup
This is defensive accumulation at scale.
The question is not why gold is rising.
It’s what China is preparing for.
#China #gold
Shanghai Futures Exchange inventories just hit 104 tonnes, an all-time high.
Deliverable gold has quadrupled in months.
This is physical metal in vaults. Not paper.
Drivers:
• Currency hedge
• Dollar diversification
• Property stress
• Strategic reserve buildup
This is defensive accumulation at scale.
The question is not why gold is rising.
It’s what China is preparing for.
#China #gold
🚨 Lithium Is Geography
Global lithium reserves, 2024 (’000 metric tons):
🥇 Chile: 9,300
🥈 Australia: 7,000
🥉 Argentina: 4,000
🇨🇳 #China: 3,000
🇺🇸 U.S.: 1,800
The triangle is clear: Chile + Australia + #Argentina dominate reserves.
But here is the twist:
China may rank 4th in reserves, yet it dominates processing and refining.
Reserves ≠ control.
Processing = leverage.
In a world racing toward EVs, batteries, and grid storage, the question is not just who owns the lithium underground.
It is who controls the value chain above it.
#energy #minerals #metals
Global lithium reserves, 2024 (’000 metric tons):
🥇 Chile: 9,300
🥈 Australia: 7,000
🥉 Argentina: 4,000
🇨🇳 #China: 3,000
🇺🇸 U.S.: 1,800
The triangle is clear: Chile + Australia + #Argentina dominate reserves.
But here is the twist:
China may rank 4th in reserves, yet it dominates processing and refining.
Reserves ≠ control.
Processing = leverage.
In a world racing toward EVs, batteries, and grid storage, the question is not just who owns the lithium underground.
It is who controls the value chain above it.
#energy #minerals #metals
🇺🇸The US now imports nearly all the uranium its reactors use☢️
Domestic production has collapsed. Imports dominate.
Now add this:
Every advanced reactor western nuclear facility Runs on #HALEU.
Until 2023, only Russia could produce it commercially.
Today, just one Western company is licensed to do so.
The nuclear renaissance is not about reactors.
It’s about fuel control.
#energy #nuclear #uranium
Domestic production has collapsed. Imports dominate.
Now add this:
Every advanced reactor western nuclear facility Runs on #HALEU.
Until 2023, only Russia could produce it commercially.
Today, just one Western company is licensed to do so.
The nuclear renaissance is not about reactors.
It’s about fuel control.
#energy #nuclear #uranium