Silver’s price blew through a 45-year-old record and has more than doubled in 2025.

- As with gold, which is up 72% this year and trading at its own record, silver is hoarded physically and on paper by investors hoping to store wealth and hedge against risks to the U.S. dollar and other currencies.

- Silver is also in demand from jewelers, medical-device makers, electric-vehicle manufacturers, data-center developers and especially solar-panel factories. The solar industry has been consuming nearly 30% of annual production from mining and recycling.

- In addition, #China also plans to implement an export licensing system for silver starting in 2026. The policy is reported to be aimed at strengthening control over exports of strategic minerals and could, in practice, reduce global silver supply.

#silver #oott

It's been a tumultuous year for the London Metal Exchange base metals complex as U.S. tariffs and the threat of more tariffs to come upend global supply chains.

Top 7 sectors positioning for 2026 where capital is already rotating 👇

Markets are no longer rewarding broad exposure. Money is flowing toward sectors with structural demand, pricing power, and real bottlenecks.

AI: $PLTR $META $GOOGL $NOW
AI spend is shifting from experimentation to production. Platforms with data, distribution, and workflow lock-in are capturing durable budgets.

Cloud Services: $SNOW $DDOG $NET
Cloud is evolving into AI infrastructure. Data gravity, observability, and edge compute drive recurring demand beyond pure storage.

Semiconductors: $NVDA $MU $AMD $AVGO $TSM
Compute and memory remain the choke points. AI scaling depends on silicon supply, packaging, and bandwidth.

Energy: $CEG $NEE $FSLR
AI and data centers are reshaping power demand. Reliable baseload and next-gen renewables gain strategic importance.

Data Centers: $NBIS $IREN
GPU scarcity shifts value to specialized capacity. Neoclouds and high-density sites gain pricing leverage.

E-commerce / Fintech: $AMZN $SE $MELI $SHOP
Digital commerce monetizes logistics, payments, and ads. Scale converts data into margin.

Cybersecurity: $CRWD $PANW $ZS $RBRK
Security becomes infrastructure. Prevention, identity, and recovery budgets remain non-discretionary.

The market never runs out of opportunities.

Even if the current AI boom eventually ends, the next trillion-dollar opportunity will come. 90%+ of the upside is still in the future. You just need patience and optimism.

Don’t fall for doomer nonsense.

🇺🇸 Fed just pumped $25.95 billion into the economy.

Bullish for markets.

BREAKING: Precious metals fall sharply all around the board, hit new low of day:

1. #Gold: -3%
2. #Silver: -7%
3. Platinum: -12%
4. Palladium: -15%

Top 100 24h Gainers 🚀

NIGHT    $0.0984        +13.02%
HYPE      $26.27          +4.09% 
MYX        $3.60            +3.44% 
XDC        $0.0510        +2.44% 
IP          $1.56            +1.57% 

Top 100 24h Losers 🔻

UNI        $6.02            -5.19% 
DASH      $42.00          -4.78% 
PUMP      $0.001785    -4.68% 
M            $1.45            -4.57% 
JUP        $0.1895        -4.38%

DRONES WILL BE ONE OF THE HOTTEST THEMES OF 2026

The ecosystem breaks down like this:
• $UAVS drones used for farming & commercial work
• $ONDS communication systems that let drones talk securely
• $UMAC software that coordinates groups of drones working together
• $JOBY, $ACHR, $EVTL, $EH electric aircraft designed to carry people
• $AVAV, $KTOS, $RCAT, $AIRO the physical drones & mission hardware
• $DPRO drone platforms used for training, operations & real-world deployment
• $NOC, $LMT large-scale autonomous & defense systems integrated into military platforms

Morgan Stanley Picks for 2026

#Copper mines are getting older... and lower grade!

Left chart (2023 operating mines >15ktpa copper):
Only 20% are young (0-20 years old)
40% are 31+ years
25% are 50+ years old

Right chart: Mined copper head grade plunging
From 1.1% in early 1990s
To 0.6% today
Forecast: -40% decline by 2030 (to 0.5%)

Result: More rock moved, higher costs, bigger environmental footprint to produce the same copper just as demand surges for EVs, renewables & AI data centers.

The supply challenge is real.

#Mining #Commodities #EnergyTransition #EVs

#Copper cable demand exploding thanks to the green transition!

Forecast (Kt copper in wire/cable, 2020-2040):

Traditional demand (construction, etc.): Flat, +0.5% growth
Renewables (wind/solar): +7%
Grid expansion: Massive +19%
EVs & chargers: +11%

Total wire/cable copper use surges from ~0.8Mt (2020) to 6.7Mt by 2040 driven almost entirely by electrification.

China, Europe & North America lead the boom (25%, 22%, 17% of increase).

No wonder copper supply is struggling to keep up.

#Copper #EnergyTransition #EVs #Renewables #Grid #Commodities

Regional forces set to drive global copper demand boom!

Key trends shaping copper use:

#China : Slower growth but still dominant shift to consumer-led economy
#Europe : Renewable energy push + climate targets + rising BEV market
Northeast Asia : Demographics + massive floating offshore wind growth
#India : Population/economic boom + urbanization + industrial/renewables surge
ASEAN: Urbanization + emerging auto manufacturing hub
North America: Reshoring manufacturing + domestic expansion
South/Central America : New renewables capacity + #Brazil auto industry growth

Electrification, renewables, EVs, and grids worldwide = structural copper supercycle ahead.

#Copper #EnergyTransition #EVs #Renewables #Commodities