$HBM $BHP $SCCO $RIO $TECK $ERO $FCX | UBS raises #copper price forecasts by $500/mt, targeting $15,000/mt by March 2027.
Driven by AI data centers and grid upgrades, the firm now expects the 2026 supply deficit to hit 520,000 tons as structural shortages persist.
Driven by AI data centers and grid upgrades, the firm now expects the 2026 supply deficit to hit 520,000 tons as structural shortages persist.
✍1
🌍 Soft Power Still Mirrors Hard Power
🇺🇸Leads 🇨🇳 China Close Behind
While markets obsess over GDP and military budgets, influence today is also measured in perception.
🔎 What Soft Power Actually Measures
• Familiarity
• Reputation
• Influence
It captures how nations are perceived.
⚖️ The Interesting Pattern
• The US still leads globally.
• #China is nearly tied, reflecting expanding diplomatic and economic reach.
• #Japan ranks ahead of the #UK, signaling Asia’s growing cultural and technological pull.
• The #UAE breaks into the top 10, showing how #energy wealth + diplomacy converts into influence.
🇺🇸Leads 🇨🇳 China Close Behind
While markets obsess over GDP and military budgets, influence today is also measured in perception.
🔎 What Soft Power Actually Measures
• Familiarity
• Reputation
• Influence
It captures how nations are perceived.
⚖️ The Interesting Pattern
• The US still leads globally.
• #China is nearly tied, reflecting expanding diplomatic and economic reach.
• #Japan ranks ahead of the #UK, signaling Asia’s growing cultural and technological pull.
• The #UAE breaks into the top 10, showing how #energy wealth + diplomacy converts into influence.
⚡ Oil is down 4% over the last year.
Iran just struck US bases across the Gulf last night.
That gap between price and reality is the whole trade.
Look at this commodity performance chart:
#Silver : +201% 🥈
#GOLD : +84% 🥇
#copper : +32%
Meanwhile:
#Brent Crude: -0.5% 🛢️
#WTI: -4.4%
Natural Gas: -28%
The market spent 12 months rotating into hard assets, safe havens, and AI critical metals ....left energy behind.
Then yesterday happened.
US–#Israel strikes on Iran.
Iranian missiles fired at Gulf bases.
#UAE airspace partially closed.
The 5th Fleet base at Bahrain targeted.
#Hormuz, the chokepoint carrying 20% of global oil, suddenly has a war next to it.
📊The worst-performing #Commodities on a chart like this are often the ones with the most violent next move.
Not because fundamentals changed overnight, but because positioning is completely offside.
Nobody was long oil. Funds were underweight energy. The consensus trade was silver, gold, copper.
When a geopolitical trigger hits an unloved, underowned, underperforming asset, the reprice isn't gradual. It's a gap.
Brent at $70 with $7–10 of risk premium already baked in and zero supply disruption confirmed yet.
Now ask yourself what it prices at if Hormuz gets touched. 🔥
The commodities that nobody wanted are often exactly where the next move hides.
#Energy just got its catalyst.
Most of this won't make the morning note in time.
Iran just struck US bases across the Gulf last night.
That gap between price and reality is the whole trade.
Look at this commodity performance chart:
#Silver : +201% 🥈
#GOLD : +84% 🥇
#copper : +32%
Meanwhile:
#Brent Crude: -0.5% 🛢️
#WTI: -4.4%
Natural Gas: -28%
The market spent 12 months rotating into hard assets, safe havens, and AI critical metals ....left energy behind.
Then yesterday happened.
US–#Israel strikes on Iran.
Iranian missiles fired at Gulf bases.
#UAE airspace partially closed.
The 5th Fleet base at Bahrain targeted.
#Hormuz, the chokepoint carrying 20% of global oil, suddenly has a war next to it.
📊The worst-performing #Commodities on a chart like this are often the ones with the most violent next move.
Not because fundamentals changed overnight, but because positioning is completely offside.
Nobody was long oil. Funds were underweight energy. The consensus trade was silver, gold, copper.
When a geopolitical trigger hits an unloved, underowned, underperforming asset, the reprice isn't gradual. It's a gap.
Brent at $70 with $7–10 of risk premium already baked in and zero supply disruption confirmed yet.
Now ask yourself what it prices at if Hormuz gets touched. 🔥
The commodities that nobody wanted are often exactly where the next move hides.
#Energy just got its catalyst.
Most of this won't make the morning note in time.
$IQE - Ready to explode 💥
They make the special “superhighway” parts (tiny laser wafers) that let AI data zoom super fast between giant servers – way faster than old copper wires.
Big tech like Google, Amazon & Microsoft desperately need more of this RIGHT NOW for AI to get even smarter and quicker.
IQE owns 100+ crazy-expensive machines to make these parts (3x more than their Taiwanese rival who’s worth $3.5 BILLION).
But IQE?
Only valued at around £185 million.
They’re selling their Taiwan factory soon → could wipe out debt and become debt-free super quickly.
Stock just exploded – could this be the next 10x rocket like $AXTI before everyone wakes up?
They make the special “superhighway” parts (tiny laser wafers) that let AI data zoom super fast between giant servers – way faster than old copper wires.
Big tech like Google, Amazon & Microsoft desperately need more of this RIGHT NOW for AI to get even smarter and quicker.
IQE owns 100+ crazy-expensive machines to make these parts (3x more than their Taiwanese rival who’s worth $3.5 BILLION).
But IQE?
Only valued at around £185 million.
They’re selling their Taiwan factory soon → could wipe out debt and become debt-free super quickly.
Stock just exploded – could this be the next 10x rocket like $AXTI before everyone wakes up?
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | LIS Technologies to invest $1.38B in a laser #uranium enrichment facility at the historic K-25 site in Oak Ridge.
As the first U.S. origin commercial laser plant, it will produce LEU and HALEU to secure domestic nuclear fuel supply chains.
As the first U.S. origin commercial laser plant, it will produce LEU and HALEU to secure domestic nuclear fuel supply chains.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This chart is about probability, not prediction
3 paths:
🟡 Base case
Geopolitical tension, but oil keeps flowing.
#Brent 60-70s
🔵 Risk case.
Iranian exports disrupted.
Brent pushes into the 70s–80s.
🟣 Extreme case.
Disruption in the Strait of Hormuz.
Triple-digit oil becomes realistic.
The key variable is not headlines.
It is barrels actually lost.
20% of global oil trade moves through Hormuz.
Even partial disruption shifts the supply curve fast.
Oil does not need a full blockade to spike.
It only needs credible risk.
#oott #Iran
3 paths:
🟡 Base case
Geopolitical tension, but oil keeps flowing.
#Brent 60-70s
🔵 Risk case.
Iranian exports disrupted.
Brent pushes into the 70s–80s.
🟣 Extreme case.
Disruption in the Strait of Hormuz.
Triple-digit oil becomes realistic.
The key variable is not headlines.
It is barrels actually lost.
20% of global oil trade moves through Hormuz.
Even partial disruption shifts the supply curve fast.
Oil does not need a full blockade to spike.
It only needs credible risk.
#oott #Iran
In 2049 our kids and grandchildren will look back at 2026 and say:
“Amazing you lived through those times!”
“I wish it was possible to go back and invest in $IREN $NBIS $RKLB $ONDS $AMPX, $ALMU again.”
This is a timestamp. A reminder.
That the world will continue to evolve.
Sometimes, NEW inventions change how the world functions.
This is one of them. And you get to live through it. Experience it.
You get to benefit from it.
“Amazing you lived through those times!”
“I wish it was possible to go back and invest in $IREN $NBIS $RKLB $ONDS $AMPX, $ALMU again.”
This is a timestamp. A reminder.
That the world will continue to evolve.
Sometimes, NEW inventions change how the world functions.
This is one of them. And you get to live through it. Experience it.
You get to benefit from it.
✍1
This media is not supported in your browser
VIEW IN TELEGRAM
$TSLA $PONY $AMZN $NVDA $SERV $RR | Honor steals the show at MWC 2026 as its first humanoid robot performs a live backflip.
The service bot, part of the new AHI vision, debuted with a "Robot Phone" to showcase Honor's pivot into consumer grade robotics.
The service bot, part of the new AHI vision, debuted with a "Robot Phone" to showcase Honor's pivot into consumer grade robotics.