Saturday, Jan 17 2026, 18:00 UTC time
Latest Important Headlines
📈 📋 Fed chair race heats up — Trump hints Hassett stays; Warsh odds jump
🔖 Market take: Rising speculation on Fed leadership shifts U.S. rate expectations. Warsh gaining odds could signal a tilt toward hawkish policy, supporting the dollar and pressuring equities. Traders should watch Fed nomination signals and front-end Treasury yields for FX volatility in USD pairs.
💵 ✅ U.S. Income Tax Revenue Surges in January — WSJ
🔖 Market take: Strong tax receipts point to resilient US fiscal inflows and may reduce near-term fiscal stress. Higher-than-expected revenue can reinforce expectations of sustained Fed tightening and USD strength; likely supportive of higher real yields and wider risk‑asset repricing.
🌐 🔖 Canada & China agree to lower tariffs on EVs and canola
🔖 Market take: Trade détente helps Canadian exporters and global supply chains for autos and agriculture. CAD could benefit modestly on improved export prospects; sentiment-positive for commodity and CAD-linked currencies. Watch trade flows and sector-specific equities for spillovers.
🏛️ 📌 Analysts unimpressed with Trump’s ‘Great Healthcare Plan’
🔖 Market take: Policy uncertainty persists — market reaction muted due to doubts on feasibility and fiscal impact. Unclear healthcare reform details raise political risk premium; monitor USD and bond markets for risk-off moves if confidence in fiscal clarity weakens.
Quick FX & Rates Watch
📌 US policy/nominations + strong revenue = USD bias; higher real yields likely.
📌 Canada-China tariff easing = mild CAD support, commodity sectors cheered.
📌 Political/policy ambiguity (healthcare) = potential risk volatility; safe-havens may trade up.
Latest Important Headlines
📈 📋 Fed chair race heats up — Trump hints Hassett stays; Warsh odds jump
🔖 Market take: Rising speculation on Fed leadership shifts U.S. rate expectations. Warsh gaining odds could signal a tilt toward hawkish policy, supporting the dollar and pressuring equities. Traders should watch Fed nomination signals and front-end Treasury yields for FX volatility in USD pairs.
💵 ✅ U.S. Income Tax Revenue Surges in January — WSJ
🔖 Market take: Strong tax receipts point to resilient US fiscal inflows and may reduce near-term fiscal stress. Higher-than-expected revenue can reinforce expectations of sustained Fed tightening and USD strength; likely supportive of higher real yields and wider risk‑asset repricing.
🌐 🔖 Canada & China agree to lower tariffs on EVs and canola
🔖 Market take: Trade détente helps Canadian exporters and global supply chains for autos and agriculture. CAD could benefit modestly on improved export prospects; sentiment-positive for commodity and CAD-linked currencies. Watch trade flows and sector-specific equities for spillovers.
🏛️ 📌 Analysts unimpressed with Trump’s ‘Great Healthcare Plan’
🔖 Market take: Policy uncertainty persists — market reaction muted due to doubts on feasibility and fiscal impact. Unclear healthcare reform details raise political risk premium; monitor USD and bond markets for risk-off moves if confidence in fiscal clarity weakens.
Quick FX & Rates Watch
📌 US policy/nominations + strong revenue = USD bias; higher real yields likely.
📌 Canada-China tariff easing = mild CAD support, commodity sectors cheered.
📌 Political/policy ambiguity (healthcare) = potential risk volatility; safe-havens may trade up.
Keep an eye on Fed nominee updates, US Treasury supply, and Canada-China trade implementation for near-term market moves.
🇨🇭 Global One SI - Prompt
Trump has announced 10% tariffs on imports from the following countries:
- France
- Finland
- Norway
- Sweden
- Denmark
- Germany
- Netherlands
- United Kingdom
The tariffs are set to rise to 25% on June 1 if an agreement to acquire #Greenland is not reached.
- France
- Finland
- Norway
- Sweden
- Denmark
- Germany
- Netherlands
- United Kingdom
The tariffs are set to rise to 25% on June 1 if an agreement to acquire #Greenland is not reached.
✍2
⛏️Global mining is still dominated by a handful of giants.
BHP, Rio Tinto, Vale, Glencore and Newmont.
But look closer.
China’s miners sit at the center of future supply growth, even when market caps look smaller.
Western majors control today’s balance sheets.
#China increasingly could controls tomorrow’s marginal tons. (#copper, lithium, nickel, rare earths)
This is why mining is a geopolitical asset allocation.
The next shock will come from access.
Who loses leverage first. Western miners, consuming nations, or downstream manufacturers?
#Mining #Commodities #EnergyTransition
BHP, Rio Tinto, Vale, Glencore and Newmont.
But look closer.
China’s miners sit at the center of future supply growth, even when market caps look smaller.
Western majors control today’s balance sheets.
#China increasingly could controls tomorrow’s marginal tons. (#copper, lithium, nickel, rare earths)
This is why mining is a geopolitical asset allocation.
The next shock will come from access.
Who loses leverage first. Western miners, consuming nations, or downstream manufacturers?
#Mining #Commodities #EnergyTransition
💰 $1.3 BILLION PROFIT, JUST $1 MILLION TAX
Why Commodity Traders Are Winning While Majors Hesitate?
While oil majors debate sanctions, politics and capex discipline, the trading houses are already monetising the chaos.
#Mercuria just reported $1.3bn in profit for FY2025, its 4th best year ever, on $117.7bn of turnover.
🤯Taxes paid: $1m
Dividends: $1.87bn
That result tells you a lot about where power sits in today’s commodity markets.
Why Mercuria won?
• #Copper volatility was the standout driver. Mercuria moved large volumes into the US as #tariff fears distorted prices.
• The firm has quietly expanded metals exposure across Zambia, DRC and Kazakhstan, positioning itself for structural copper tightness, not just cyclical trades.
• #Energy trading stayed highly profitable as post Ukraine volatility persisted, even as headline prices cooled.
🇻🇪 Venezuela, Traders moved first
While majors debate whether Venezuela is “investable”, traders are already arbitraging flows.
#trafigura and #Vitol hold US licences to market the first 30–50 million barrels of Venezuelan crude, using #Qatar held funds and structured swaps.
Cargoes are already being offered into #India and China, alongside naphtha shipments back to #Venezuela.
💡This is classic trader advantage:
Move fast.
Stay asset-light.
Capture spreads before politics hardens.
Gunvor Group is following the same playbook, rebuilding a metals franchise after exiting in 2016, betting on EV, grid and battery demand while keeping energy optionality.
Why traders win in this cycle
They don’t need stability.
They need movement!
Venezuela restarts.
#Iran risk.
Copper deficits.
Tariff shocks.
These are not problems for trading houses.
💰They are profit engines.
Majors build assets.
Traders build advantage.
And right now, advantage is paying very well.
#oott
Why Commodity Traders Are Winning While Majors Hesitate?
While oil majors debate sanctions, politics and capex discipline, the trading houses are already monetising the chaos.
#Mercuria just reported $1.3bn in profit for FY2025, its 4th best year ever, on $117.7bn of turnover.
🤯Taxes paid: $1m
Dividends: $1.87bn
That result tells you a lot about where power sits in today’s commodity markets.
Why Mercuria won?
• #Copper volatility was the standout driver. Mercuria moved large volumes into the US as #tariff fears distorted prices.
• The firm has quietly expanded metals exposure across Zambia, DRC and Kazakhstan, positioning itself for structural copper tightness, not just cyclical trades.
• #Energy trading stayed highly profitable as post Ukraine volatility persisted, even as headline prices cooled.
🇻🇪 Venezuela, Traders moved first
While majors debate whether Venezuela is “investable”, traders are already arbitraging flows.
#trafigura and #Vitol hold US licences to market the first 30–50 million barrels of Venezuelan crude, using #Qatar held funds and structured swaps.
Cargoes are already being offered into #India and China, alongside naphtha shipments back to #Venezuela.
💡This is classic trader advantage:
Move fast.
Stay asset-light.
Capture spreads before politics hardens.
Gunvor Group is following the same playbook, rebuilding a metals franchise after exiting in 2016, betting on EV, grid and battery demand while keeping energy optionality.
Why traders win in this cycle
They don’t need stability.
They need movement!
Venezuela restarts.
#Iran risk.
Copper deficits.
Tariff shocks.
These are not problems for trading houses.
💰They are profit engines.
Majors build assets.
Traders build advantage.
And right now, advantage is paying very well.
#oott
🇨🇭 Global One SI - Prompt
Trump has announced 10% tariffs on imports from the following countries: - France - Finland - Norway - Sweden - Denmark - Germany - Netherlands - United Kingdom The tariffs are set to rise to 25% on June 1 if an agreement to acquire #Greenland is not reached.
“It is time for Denmark to give back,” Trump says.
NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing next-generation high-grade uranium supply
• $LEU enabling advanced reactors through enrichment capacity
• $UUUU rebuilding a domestic uranium mining & fuel cycle stack
• $UROY monetizing uranium production through a royalty model
• $CCJ supplying uranium as baseload fuel for Western nuclear fleets
• $ASPI supplying specialty isotopes for nuclear, medical, & defense use
• $BWXT building the nuclear hardware behind naval & defense reactors
• $OKLO building localized micro-nuclear power for data centers & defense
• $NNE advancing next-generation nuclear deployment & utility-scale buildout
Energy Storage
• $BLDP deploying fuel cells for backup power & mobility
• $EOSE building long-duration zinc storage for grid stability
• $TSLA scaling utility-grade battery systems for the power grid
• $AMPX pushing high-energy batteries into aviation & defense
• $ABAT closing the loop on battery materials through recycling
• $SEI building the infrastructure that deploys storage & renewables
• $MVST supplying batteries for commercial fleets & military platforms
Lithium
• $SGML developing low-cost lithium brine assets
• $LAC building lithium supply inside the Americas
• $SLI commercializing direct lithium extraction technology
• $ALB operating at the center of global lithium production & refining
Critical Materials
• $USAR developing domestic rare-earth resources
• $IDR controlling U.S.-based strategic mineral assets
• $AMRK distributing physical precious metals at scale
• $FCX operating large-scale global copper production
• $CRML assembling a diversified critical-metals portfolio
• $FM producing copper critical to power grids & industry
• $UAMY supplying antimony for munitions & defense alloys
• $IVN supplying base metals for electrification & infrastructure
• $METC supplying metallurgical coal for steel & defense supply chains
• $MP rebuilding rare-earth mining & magnet supply for defense systems
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing next-generation high-grade uranium supply
• $LEU enabling advanced reactors through enrichment capacity
• $UUUU rebuilding a domestic uranium mining & fuel cycle stack
• $UROY monetizing uranium production through a royalty model
• $CCJ supplying uranium as baseload fuel for Western nuclear fleets
• $ASPI supplying specialty isotopes for nuclear, medical, & defense use
• $BWXT building the nuclear hardware behind naval & defense reactors
• $OKLO building localized micro-nuclear power for data centers & defense
• $NNE advancing next-generation nuclear deployment & utility-scale buildout
Energy Storage
• $BLDP deploying fuel cells for backup power & mobility
• $EOSE building long-duration zinc storage for grid stability
• $TSLA scaling utility-grade battery systems for the power grid
• $AMPX pushing high-energy batteries into aviation & defense
• $ABAT closing the loop on battery materials through recycling
• $SEI building the infrastructure that deploys storage & renewables
• $MVST supplying batteries for commercial fleets & military platforms
Lithium
• $SGML developing low-cost lithium brine assets
• $LAC building lithium supply inside the Americas
• $SLI commercializing direct lithium extraction technology
• $ALB operating at the center of global lithium production & refining
Critical Materials
• $USAR developing domestic rare-earth resources
• $IDR controlling U.S.-based strategic mineral assets
• $AMRK distributing physical precious metals at scale
• $FCX operating large-scale global copper production
• $CRML assembling a diversified critical-metals portfolio
• $FM producing copper critical to power grids & industry
• $UAMY supplying antimony for munitions & defense alloys
• $IVN supplying base metals for electrification & infrastructure
• $METC supplying metallurgical coal for steel & defense supply chains
• $MP rebuilding rare-earth mining & magnet supply for defense systems
#Ethereum gas fees have dropped below $0.01 while network activity is at an all time high.
For comparison, in 2023 during PEPE memecoin season, gas fees spiked to $50.
Same network. More users. Almost zero cost. Massive win for Ethereum.
For comparison, in 2023 during PEPE memecoin season, gas fees spiked to $50.
Same network. More users. Almost zero cost. Massive win for Ethereum.
🇨🇭 Global One SI - Prompt
#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
#ETH/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#ETH/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
#SOL/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#SOL/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
THIS SCANNER FOUND EVERY LEADER TODAY
$RKLB $ASTS $IREN $LUNR $RIOT $CIFR
AI
Space
Energy
Crypto infra
Different sectors
Same momentum
I post what shows up before it’s obvious
$RKLB $ASTS $IREN $LUNR $RIOT $CIFR
AI
Space
Energy
Crypto infra
Different sectors
Same momentum
I post what shows up before it’s obvious
✍1
Many Agree #Greenland Secures U.S. Dominance in the Arctic for the Next Century.
Quit asking permission and just take it
Quit asking permission and just take it
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What If the U.S. absorbed Canada, Mexico, and Greenland?
✍1
🛢WTI, Brent Crude Oil, NGAS Trading 📊
Trump: We’ll sell oil to China in dollars not yuan. The #dollar:
🇨🇳🇮🇷 CHINA'S IRAN PROBLEM: LOSE TEHRAN OR LOSE AMERICA
China buys 1.38M barrels/day from Iran (12% of their oil). Built direct rail link cutting transit to 15 days vs 40 by sea. Pledged $400B investment over 25 years including $280B pipeline.
Now Trump's threatening 25% tariffs on anyone trading with Iran. And regime change means China loses another "comprehensive strategic partner."
They already lost Venezuela. Iran's bigger. It's the Belt and Road's Middle East anchor.
China's choice: keep buying Iranian oil and get tariffed to death, or abandon Iran and lose their entire Gulf strategy.
Beijing brokered Saudi-Iran peace deal thinking they'd lock down the region. Now watching their investment collapse in real time.
Source: Reuters
China buys 1.38M barrels/day from Iran (12% of their oil). Built direct rail link cutting transit to 15 days vs 40 by sea. Pledged $400B investment over 25 years including $280B pipeline.
Now Trump's threatening 25% tariffs on anyone trading with Iran. And regime change means China loses another "comprehensive strategic partner."
They already lost Venezuela. Iran's bigger. It's the Belt and Road's Middle East anchor.
China's choice: keep buying Iranian oil and get tariffed to death, or abandon Iran and lose their entire Gulf strategy.
Beijing brokered Saudi-Iran peace deal thinking they'd lock down the region. Now watching their investment collapse in real time.
Source: Reuters