🇨🇭Switzerland... The Golden Country 🏆

With Zero Gold Mines,🇨🇭 Refines 70% of the World's Gold🤯

This map shows how #GOLD flows to #Switzerland from mining nations, highlighting its role as the global refining hub.

Key sources of Swiss refined gold:

West #Africa (thickest flow): Ghana, Mali, Guinea, Togo major producers sending raw doré bars.

UAE (2nd-largest): #Dubai is a massive re-export hub for African and South American gold, despite no domestic mines.

#Turkey : Growing refining and transit role.

Others: Includes Peru, Canada, #Russia, Australia, etc.

Switzerland (home to refineries like Valcambi, PAMP, Argor-Heraeus, Metalor) processes gold from over 90 countries, turning impure doré into 99.99% pure bars the London Bullion Market standard.

Swiss neutrality, banking secrecy (now reduced), expertise, and infrastructure make it the trusted middleman.

Much of the world's mined gold passes through here before heading to vaults, jewelers, or central banks.

Fun fact: The #UAE's role shows how trade hubs can rival producers in the supply chain.
A perfect example of how value in commodities often lies in processing and trust, not just extraction.

#Commodities

🔥 US macroeconomic data:

▪️ Unemployment rate (Dec)

FACT: 4.4%
FORECAST: 4.5%
PRED.: 4.5%

▪️ Change in the number of employed in the non-agricultural sector (Dec)

FACT: 50K
FORECAST: 66K
PRED.: 56K

▪️ Average hourly wage (compared to the same period last year) (y/y) (Dec)

FACT: 3.8%
FORECAST: 3.6%
PRED.: 3.6%

▪️ Average hourly wage (m/m) (Dec)

FACT: 0.3%
FORECAST: 0.3% 
PRED.: 0.2%

The world will experience a #Copper shortage of 10 million tonnes by 2040 and pose a systemic risk to the global economy warns S&P Global
🚨🚨🚨

💥 FedWatch: In January, the Fed will leave the interest rate unchanged with a probability of 97.2% (based on data on the US labor market).

China Dominates Critical Minerals

and a war is happening....

China leads in 14 of the 20 listed minerals, often with huge majorities (80–98%).

This dominance spans EV batteries, semiconductors, renewables, aerospace, and defense a massive geopolitical leverage point.

Diversification efforts are ramping up, but as of now, Beijing holds the keys to the critical mineral supply chain.

#CriticalMinerals #China #SupplyChain #Geopolitics

World's Largest Rare Earth Reserves

Rare earths are crucial for EVs, wind turbines, smartphones, batteries, and defense tech

They are heavily concentrated:

#China – 44 million tonnes (dominant by far)
#Brazil – 21 million tonnes
#India – 6.9 million tonnes
Australia – 5.7 million tonnes
#Russia – 3.8 million tonnes
Vietnam – 3.5 million tonnes
United States – 1.9 million tonnes
#Greenland – 1.5 million tonnes (autonomous Danish territory)
Tanzania – 890k tonnes
South Africa – 860k tonnes

⚠️ China holds nearly half the world’s known reserves and even more dominance in actual mining and refining (~85–90% of processed rare earths).

This concentration is a major strategic vulnerability for the West, driving efforts to develop alternatives

Greenland’s reserves are increasingly in focus especially with US interest in Arctic resources.

#RareEarths #CriticalMinerals #Geopolitics #Greenland

Top 100 24h Gainers 🚀

POL          $0.1533    +15.40%
STX          $0.3797    +8.28% 
ATOM        $2.56        +4.98% 
MORPHO    $1.25        +4.19% 
RENDER    $2.33        +3.82% 

Top 100 24h Losers 🔻

NIGHT      $0.0683    -9.04% 
WLFI        $0.1685    -8.85% 
TON          $1.77        -5.35% 
CC            $0.1320    -4.43% 
MYX          $4.95        -3.31%

💥The US-China Commodities Cold War

on January 1st, 2026, #China formally elevated #silver to strategic material status, alongside tungsten and antimony. The timing wasn’t coincidental. The US Geological Survey had added silver to #America “critical minerals” list in November 2025.

Over 70% of U.S. rare earth imports come from #China

#Defense systems need tungsten, gallium, germanium. Semiconductor manufacturing the foundation of modern military capability depends on rare earth polishing compounds and fabrication tools with rare earth components.

Rare earth elements used per unit:

F-35 Fighter Jet: 418 kg
(Guided missiles, lasers for targeting, drive motors)

Arleigh Burke DDG-51 Destroyer: 2,600 kg
(Advanced radar, missile guidance, propulsion, drive motors)

Virginia-class Submarine: 4,600 kg
(Tomahawk missiles, radar systems, drive motors)

The US Supreme Court decides to NOT release a highly anticipated ruling on the legality of President Trump's tariffs today.

The odds of President Trump's tariffs being ruled as LEGAL surge to 31%.

🇨🇳 China Owns 85% of the World’s Critical Minerals

By 2030, China dominates refining across the materials that actually matter for electrification, EVs, grids and AI:

⚠️ Rare Earths: 86% refined in China

⚠️ Graphite (synthetic): 85%

⚠️ Graphite (natural): 71%

⚠️ Cobalt: 71%

⚠️ Lithium: 61%

⚠️ #Copper: 45% and rising

This is about processing power.

Whoever refines controls:

• supply chains

• pricing leverage

• industrial policy

• geopolitical pressure points

But zoom out one step 👇

While China locks down materials,

the US has locked down #energy:

🛢️ World’s largest oil producer

🔥 #LNG superpower supplying Europe

⚡ #Gas, oil and power underpinning AI, data centers and re-industrialisation

🚢 Control of key maritime energy flows and sanctions enforcement

#China feeds the machines.

America powers them.

That tension is now shaping:

• trade policy

• sanctions

• industrial subsidies

• commodity price cycles

💥BREAKING:

🇺🇸 US Supreme Court is expected to release its ruling on the legality of Trump's tariffs on January 14th.

🇺🇸🇻🇪💵 FLASH | The prediction betting platform #Polymarket REFUSES to pay out bets on a US "invasion" of Venezuela, despite the military operation that led to the arrest of Nicolás Maduro.

According to the site, it was not an INVASION, but a "targeted extraction," without territorial capture or control. Bettors denounce this as an opportunistic, retroactive redefinition of the rules.

Three traders who bet on Maduro's "impeachment" still pocketed approximately $620,000.

👉 A Democratic lawmaker recently proposed a bill to prohibit government officials from betting on prediction markets, which are deemed too vulnerable to information leaks.

Gold vs. Silver:

65Year Performance Showdown 📈

From $35.50/oz in 1960 to $4,534/oz by late Dec 2025:

Gold delivered a staggering +12,731% gain.

Silver?

From $0.91/oz to $79/oz:
+8,251% strong, but gold wins the long-term race as the ultimate store of value.

Gold has been the more consistent hedge through inflation, crises, and uncertainty fewer wild swings, more reliable upside.

Silver's industrial demand gives it explosive potential... but also more volatility.

Which one are you stacking for the next decade?

#Gold #Silver #PreciousMetals #Investing