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

#BRICS Full Members and Their GDP as of (2025)

1. 🇧🇷 Brazil – $2.13 Trillion
2. 🇷🇺 Russia – $2.08 Trillion
3. 🇮🇳 India – $4.19 Trillion
4. 🇨🇳 China – $19.23 Trillion
5. 🇿🇦 South Africa – $410.34 Billion
6. 🇪🇬 Egypt – $347.34 Billion
7. 🇪🇹 Ethiopia – $117.46 Billion
8. 🇮🇷 Iran – $341.01 Billion
9. 🇦🇪 United Arab Emirates – $548.60 Billion
10. 🇮🇩 Indonesia – $1.43 Trillion

Officially Invited to Join (but not yet full members)

11. 🇸🇦 Saudi Arabia – $1.08 Trillion

🤝 Partner States (BRICS+ Special Strategic Partners)

12. 🇧🇾 Belarus – $71.56 Billion
13. 🇧🇴 Bolivia – $56.34 Billion
14. 🇨🇺 Cuba – No data
15. 🇰🇿 Kazakhstan – $300.54 Billion
16. 🇲🇾 Malaysia – $444.98 Billion
17. 🇹🇭 Thailand – $546.22 Billion
18. 🇳🇬 Nigeria – $188.27 Billion
19. 🇺🇬 Uganda – $64.28 Billion
20. 🇺🇿 Uzbekistan – $132.48 Billion
21. 🇻🇳 Vietnam – $490.97 Billion

Countries that have Officially Applied for Membership

22. 🇦🇿 Azerbaijan – $78.87 Billion
23. 🇧🇭 Bahrain – $47.83 Billion
24. 🇧🇩 Bangladesh – $467.22 Billion
25. 🇰🇼 Kuwait – $153.10 Billion
26. 🇵🇰 Pakistan – $411 Billion
27. 🇵🇸 Palestine – No data
28. 🇸🇳 Senegal – $34.73 Billion
29. 🇱🇰 Sri Lanka – No data
30. 🇸🇾 Syria – No data
31. 🇿🇼 Zimbabwe – $38.17 Billion

🗣️ Countries that have Expressed Interest in Joining BRICS

32. 🇦🇴 Angola – $113.34 Billion
33. 🇨🇲 Cameroon – $56.01 Billion
34. 🇨🇫 Central African Republic – $2.93 Billion
35. 🇨🇩 Democratic Republic of the Congo – $79.12 Billion
36. 🇨🇬 Republic of the Congo – $15.28 Billion
37. 🇬🇭 Ghana – $88.33 Billion
38. 🇸🇸 South Sudan – $4.00 Billion
39. 🇸🇩 Sudan – $31.51 Billion
40. 🇹🇳 Tunisia – $56.29 Billion
41. 🇨🇴 Colombia – $427.77 Billion
42. 🇸🇻 El Salvador – $36.75 Billion
43. 🇳🇮 Nicaragua – $21.16 Billion
44. 🇵🇪 Peru – $303.29 Billion
45. 🇦🇫 Afghanistan ≈$18.4 Billion
46. 🇮🇶 Iraq – $258.02 Billion
47. 🇱🇦 Laos – No data
48. 🇲🇲 Myanmar – $64.94 Billion

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Copper supply crunch !

Demand outlook surging to 40 Mt by 2040 (from ~25 Mt in 2015), driven by grids , other energy tech, construction & more.

Mining requirements primary mined supply needed (dashed line) rising sharply, but expected from announced projects (orange bars) peaks 30 Mt then declines to 15 Mt by 2040.

Result: Massive shortfall ahead unless way more projects get greenlit. Declining grades + delays = structural deficit.

The copper supercycle is real and supply is the bottleneck.

#Copper #Mining #EnergyTransition #Commodities #SupplyChain

Precious metals absolutely dominated everything in 2025!

YTD performance leaders:
Platinum: +160.94%
Palladium: +154.09%
#Silver: +114.14%
#Gold: +61.97%

Meanwhile, the big indexes lagged:
Nikkei 225: +28.53%
Nasdaq 100: +16.16%
S&P 500: +15.36%

And the losers?
#Energy & ag crushed:
Orange Juice: -58.58%
Rough Rice: -33.67%
Natural Gas: -12.73%
Crude Oil (#WTI/#Brent): -11% to -12%
#Bitcoin: -13.74%

#oott #PreciousMetals #Gold #Silver #Platinum #Investing #Commodities

First Quantum Minerals just sold a copper mine in Spain for up to US$190 million.

Las Cruces is a past-producing copper operation, fully permitted, with infrastructure in place and a clear redevelopment pathway. On paper, it’s exactly the kind of asset most mid-tier miners say they want.

Private equity continues to snap up these types of mid-tier assets. Resource Capital Funds is taking the long view here. Patient capital. Comfortable underwriting development risk in exchange for upside that listed producers can’t currently justify.

The structure tells the real story, roughly US$45 million upfront. A loan note. The balance pushed into milestone and performance-based payments. This isn’t a fire sale, but it’s also not a bet the farm acquisition.

Private capital is stepping into complexity, taking on development risk. Backing assets that need time, patience, and disciplined execution.

Electrification hasn’t slowed. But ownership of future supply is quietly shifting toward groups willing to wait and play the long game. That’s where the next cycle is being built.

#Mining #Copper #Resources #CapitalMarkets #EnergyTransition

The giants of global container shipping

Top 10 largest container shipping companies by fleet capacity

MSC (Switzerland) – 6.41M TEU
Maersk (Denmark) – 4.54M TEU
CMA CGM (France) – 3.88M TEU
COSCO (China) – 3.35M TEU
Hapag-Lloyd (Germany) – 2.35M TEU
ONE (Japan) – 1.98M TEU
Evergreen (Taiwan) – 1.79M TEU
HMM (South Korea) – 0.91M TEU
ZIM (Israel) – 0.78M TEU
Yang Ming (Taiwan) – 0.71M TEU

MSC has held the #1 spot since overtaking Maersk in 2022 now with a massive lead
Top 4 control over 60% of global capacity
Asia-based carriers (China, Taiwan, Japan, Korea) dominate the rest of the list

These fleets move 90% of the world's containerized trade.
Rate volatility, Red Sea disruptions, and new mega-ships keep reshaping the rankings.

#Shipping #ContainerShipping #SupplyChain #Logistics #Trade