🇻🇪Venezuela went from US sanctions to US strategic asset

🚨It took 6 weeks and Here's what changed

On March 4th, US Interior Secretary Doug Burgum was in Caracas.

To talk about mining deals.

He told Venezuelan officials and US mining executives that American companies are "lining up to invest" in #Venezuela 's critical minerals gold, diamonds, bauxite, and especially coltan.

The same country that was under crippling sanctions 60 days ago is now being courted for its resources.

💡Here's what's really happening:

Venezuela has 303.2 billion barrels of proven oil reserves, the largest in the world.

But the US isn't just pivoting to Venezuelan oil It's also locking the access to critical minerals.

→ Over 7,000 tons of potential #GOLD reserves

→ Coltan deposits (used in electronics and #Defense supply chains)

→ Bauxite, nickel, iron, #copper scattered across the Orinoco #mining arc

US sees Venezuela as a dual resource play:

1) Oil to hedge Middle East risk (especially post-Hormuz disruption)

2) Critical minerals to reduce dependence on #China and #Africa

Venezuela's interim government is already rewriting its mining code to allow large foreign companies to develop these deposits.

Post-Maduro Venezuela is becoming a strategic node for both energy and critical minerals 2 of the most contested resources in global competition with China.

The lesson?

When a country holds both the world's largest oil reserves AND critical minerals needed for electronics and defense, geopolitical alignment happens fast.

#oott #minerals

$RDW: Redwire delivered 4 ROSA wings for Blue Origin' Blue Ring pathfinder mission in January 2025.

On the Q4 call last week, management emphasized that the shift from development programs [like Blue Ring Pathfinder] to production will be the primary driver of revenue and margin growth in 2026.

If Blue Ring moves into full production [Like we can assume from Tory Bruno's comment below], that means incremental ROSA/ELSA volume ahead.

$RDW/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$LUNR / $FLY

THE LUNAR SPACE RACE IS BACK

"With the revised legislation, Cruz and the Senate committee have empowered Isaacman and NASA to make significant changes to the Artemis Program.

The revised plan for the space agency will likely lead to more launches and a much greater emphasis on the lunar surface."

$FLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$LUNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI

GAMECHANGER Stocks 2026

$IBRX
$AMPX
$ONDS
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$HGRAF

🚨 HOLY CRAP! Stephen Miller just said it loudly to Latin American heads of state, this is OUR HEMISPHERE, our adversaries and the cartels can screw off 🔥

"Not a SINGLE one of your nations should tolerate the existence of a SINGLE square mile of territory that is under the control of any entity other than the sovereign governments of your country!"

"We are NOT going to cede an INCH of territory in this hemisphere to our enemies or adversaries!"

"Our national security, our homeland security, the safety and well-being of our people begins at home, begins in our neighborhood, begins in our home region."

"And for too long, we have allowed foreign enemies, foreign adversaries, and enemy terrorist organizations to control territory and spaces in this hemisphere where they can project power, project threats, and directly threaten the lives of your citizens and our citizens."

"We are using hard power, military power, lethal force to protect and defend the American homeland."

"The idea that we would have in this hemisphere area that are under the physical control of foreign terrorist organizations, paramilitary organizations, is completely unacceptable!"

"The cartels that operate in this hemisphere are the ISIS and the al-Qaida of the Western Hemisphere."

Ukrainian interceptors from “General Cherry” can shoot down Iranian “Shaheds” in the Middle East

“Clearly, there is now a surge of interest in inexpensive Ukrainian interceptor drones capable of intercepting Shaheds,” a Ukrainian official emphasized.

⭕️ The Pentagon and Persian Gulf countries plan to purchase Ukrainian interceptor drones, including those from “General Cherry,” to shoot down Iranian drones. Currently, they are destroyed using expensive Patriot missiles — one costs $13.5 million, while a single Shahed costs $30,000.

🚨 JUST IN: SecWar Pete Hegseth says the "Trump Corollary" of the Monroe Doctrine is IN FULL FORCE

"Trump has reestablished the Monroe Doctrine, the Trump Corollary of the Monroe Doctrine. Or, if you'd like, for short, you can just call it the 'DONROE DOCTRINE.'"

🇺🇸🇺🇸🇺🇸

🚨 BREAKING: Stephen Miller tells Latin American presidents the ONLY way to destroy the cartels in the West is death and destruction, NOT "criminal justice"

"You're dealing with a lot of lawyers in your own country, I'm sure. You have my permission NOT to listen to them!" 🔥

"We have learned after decades of effort is that there is not a criminal justice solution to the cartel problem."

"There are elements of the problem that require a criminal justice solution to be sure, but just as we fought al-Qaeda and fought ISIS with the tip of a very lethal spear, the reason why this is a conference with military leadership and not a conference of lawyers is because these organizations can only be defeated with military power."

🚨 Iran’s Drone Range Covers the Entire Strait of Hormuz

The Shahed-136 drone has a range of 700–1,000 km.

That means it can strike any tanker route in the Gulf from Iranian territory.

⚠️ Tankers don’t need to be inside Hormuz to be vulnerable

⚠️ Much of the Persian Gulf shipping lane sits within strike range

The ships are waiting outside the Strait instead of entering.

Because in this conflict, the risk is persistent drone warfare over the world’s most important #energy corridor.

#Hormuz #Iran

$NBIS 95% undervalued according to Simply Wall St.

🇦🇿 BREAKING: Azerbaijan Ministry of Defence says Iranian UAVs targeted Nakhchivan International Airport and other civilian infrastructure, warning that the attacks “will not go unanswered.”

Trump administration contacted Kurdish leaders in Iran and Iraq, suggesting possible U.S. air support if Kurdish groups attempt to gain control in western Iran.

Source: The Washington Post

Crude Oil Stocks Left by Country (Approximate Strategic Reserve in Days)

🇯🇵 Japan 260 Days
🇸🇬 Singapore 245 Days
🇰🇷 South Korea 210 Days
🇺🇸 United States 200 Days
🇨🇳 China 104 Days
🇩🇪 Germany 90 Days
🇫🇷 France 90 Days
🇬🇧 United Kingdom 85 Days
🇮🇳 India 25 Days
🇵🇰 Pakistan 3 Days

Source:
• International Energy Agency (IEA) Oil Security Data
• U.S. Energy Information Administration (EIA)
• World Population Review – Strategic Petroleum Reserves

#oott

🚨 Just bought the dip on $LWLG

Super interesting opportunity to grab a solid entry price right now, stock pulled back hard, but today’s earnings release could unlock massive upside potential.

Strong management team pushing hard on the commercial pipeline, electro-optic polymers tech is gamechanging for high-speed/low-power data transmission.

$LWLG $AAOI $LITE $ALMU $POET

NEW - Azerbaijani troops reportedly placed on combat alert and deployed to the border with Iran — OC Media

🇮🇷💥Iran Launches First Direct Attack on Azerbaijan:

Nakhchivan International Airport in the Azerbaijani exclave of Nakhchivan was struck by missiles and/or drones.

Multiple sources, including a source close to the Azerbaijani government, report that the missiles and drones were launched from the direction of Iran.

Azerbaijan shares a lengthy border with Iran and maintains deep military ties with Israel, including extensive arms sales.

The strike also risks escalating the war into the South Caucasus, potentially drawing in Turkey - Azerbaijan's closest ally and strategic partner under formal alliance agreements like the Shusha Declaration thereby further complicating regional dynamics.

This is really bad.