Treasury Secretary Scott Bessent responds to European leaders who say the U.S. annexation of Greenland could collapse NATO.

"European leaders will come around, and they will understand that they need to be under the U.S. security umbrella."

⚡ Coal is back and 🇺🇸 needs it

China burns 4,780 Mt of coal a year.

What just happened in the US:

• DOE ordered 5 coal plants to stay online under emergency authority

• Up to 13 GW of retired capacity could be restarted with $350m support

• #Coal generation rose +13% last year, mainly by delaying closures

Now compare that to #China...
🇨🇳 4,780 Mt produced and consumed in 2025.
More than the rest of the world combined.
For context:
• 🇮🇳 #India: 1,085 Mt
• 🇮🇩 #Indonesia: 836 Mt
• 🇺🇸 US: 465 Mt

Coal remains China’s industrial backbone.
Manufacturing, steel, cement, data centers, grid stability.

Coal is no longer just a climate issue.
It’s becoming a geopolitical weapon.

US venture capital is flooding into rare earths.

VC investment in U.S. rare earth startups hit $628.5m in 2025.

That’s a 3,000% jump vs 2024.

And that excludes government deals.

The Pentagon alone put $400m into MP Materials last summer.

Result:

• US startups captured 90% of global rare earth VC funding last year

Why the rush?

China controls:
• 60% of global mining
• 90%+ of refining capacity

This is a supply chain emergency response.

Capital is being mobilized to buy time, build processing, and dilute China’s chokehold.

#Mining was ignored for a decade.
Now it’s treated like defense infrastructure.

Does this money solve refining fast enough or does #China keep the upper hand longer?

#RareEarths #Commodities #Geopolitics #Energy

This is what $10,000 of #Gold over a 20 year difference looks like

𝗔 𝗟𝗶𝘀𝘁 𝗼𝗳 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗶𝗻𝗲𝗿𝗮𝗹 𝗦𝘁𝗼𝗰𝗸𝘀

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀
$MP MP Materials
$IDR Idaho Strategic Resources
$USAR USA Rare Earth
$TMQ Trilogy Metals
$REEMF Rare Element Resources

𝗠𝘂𝗹𝘁𝗶-𝗠𝗶𝗻𝗲𝗿𝗮𝗹𝘀
$CRML Critical Metals Corp
$TMC TMC the metals company
$TMRC Texas Mineral Resources
$UAMY United States Antimony
$NB NioCorp Developments
$NUUU Energy Fuels
$AREC American Resources
$PPTA Perpetua Resources
$IPX IperionX

𝗖𝗼𝗽𝗽𝗲𝗿
$SCCO Southern Copper
$lE Ivanhoe Electric
$TMQ Trilogy Metals
$TGB Taseko Mines
$ERO Ero Copper
$HBM Hudbay Minerals
$FCX Freeport-McMoRan

𝗨𝗿𝗮𝗻𝗶𝘂𝗺
$LEU Centrus Energy
$UEC Uranium Energy
$UUUU Energy Fuels
$CCJ Cameco
$URG Ur-Energy
$DNN Denison Mines
$ISOU IsoEnergy.
$AEC Anfield Energy
$NXE NexGen Energy
$UROY Uranium Royalty
$EU enCore Energy

𝗟𝗶𝘁𝗵𝗶𝘂𝗺
$TSLA Tesla
$ALB Albemarle
$LAC Lithium Americas
$SGML Sigma Lithium
$IONR ioneer
$SQM SQM
$RIO Rio Tinto
$ATLX Atlas Lithium
$SLI Standard Lithium

𝗚𝗿𝗮𝗽𝗵𝗶𝘁𝗲
$NVX NOVONIX
$NMG Nouveau Monde Graphite
$WWR Westwater Resources

𝗔𝗻𝘁𝗶𝗺𝗼𝗻𝘆
$NVA Nova Minerals
$UAMY United States Antimony

𝗕𝗲𝗿𝘆𝗹𝗹𝗶𝘂𝗺
$MIRN Materion

How will markets react when they figure out this entire setup is to abolish the Federal Reserve?

#Gold futures surge to a record high of $4,660/oz as markets react to President Trump’s new 10% tariffs on EU countries.

Gold continues to tell the future.

#HG/USD M15 #Copper
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#HG-USD

US nuclear revival is no longer theoretical💸💸💸

The US is set to spend $350bn+ on nuclear power through 2050.

Capital deployment accelerates through the 2030s, peaking around $20bn per year.

This is about baseload power for AI, data centers, and grid stability.

Life extensions, new builds, and SMRs all move in parallel.
Once capital is committed, demand becomes sticky for decades.

This locks in:
• Higher uranium demand
• Longer fuel contracting cycles
• Strategic focus on domestic and allied supply chains

Nuclear is shifting from “option” to infrastructure necessity.

Where does the bottleneck show up first. fuel, permitting, or execution?

#Nuclear #Uranium #Energy #Infrastructure #AI

☢️Uranium’s setup is getting harder to ignore.

Mine supply does not meet current reactor demand.
And the gap widens from here.

Today:
• Supply: 176 mln lbs
• Demand: 182 mln lbs
• Deficit: 5.4 mln lbs

By 2040:
• Demand nearly doubles
• Supply growth lags badly
• Expected deficit: 197 mln lbs

Drivers are structural:
• Nuclear life extensions
• New reactor builds
• SMRs
• AI and data center power demand
• Energy security policy shifts

Uranium doesn’t behave like oil or gas.
Supply is slow, political, and capital-intensive.

That’s why deficits matter here more than forecasts.

What closes the gap first prices, new mines, or demand destruction?

#Uranium #Nuclear #Energy #Commodities

Silver just crossed $94/oz🚀

The highest price in history💰

Up +31% in 2026 alone.

This is no longer a catch up trade versus gold.
It’s a structural repricing driven by:

• Persistent supply tightness
• Industrial demand (solar, electrification)
• Investor re-allocation toward real assets

Silver markets are thin by design.
When momentum meets fundamentals, moves get violent.

This rally is accelerating.

What caps silver first: supply response, policy, or demand destruction?

#Silver #Commodities #Metals #Energy

Canada has reportedly become President Trump's next target.

Accelerated internal discussions are underway about broader Arctic strategy, highlighting Canada’s inability to defend itself from the encroachment of Russia & China.

Macro this week

Today:
- 🇺🇸 Martin Luther King Jr Day (US market closed).
- 🇪🇺 EU CPI at 05:00 AM (ET).
- 🇨🇭 World Economic Forum Meeting

Wednesday:
- 🇺🇸 President Trump Speech

Thursday:
- 🇺🇸 US GDP
- 🇺🇸 Initial Jobless Claims
- 🇺🇸 PCE & Core PCE Prices

Friday:
- 🇪🇺 EU President Lagarde Speech
- 🇺🇸 Services PMI
- 🇺🇸 Manufacturing PMI

Prepare for volatility!

$NGAS/USD M15 #Indicator #Signal #Trading #GlobalOneAI

🟠 Copper Has Hit Peak Supply ⚡️

Supply is set to decline and Demand is surging

⏳It takes almost 18 years from discovery to first copper.

That makes deficits structural, not cyclical.

Prices don’t rise because of speculation.
They rise to force supply back onto the curve.

Copper isn’t tight yet.
But it’s already late.

#Copper #Commodities #Energy #Metals

🔥 China’s Coal Machine Keeps Growing 🇨🇳🪨

Coal output hit a record 4.83 billion tonnes in 2025, up +1.2% y/y 📈

China now mines and burns over 50% of global coal.

Coal is still China’s backbone ⚡🏭

This is energy security and industrial power.

#Coal #China #Energy #Geopolitics

🚨 Largest Producers in the World 🚨

Monday, Jan 19 2026, 12:00 UTC time

Latest Important Headlines

📌 📋 US & Markets
✅ Trump’s threat to impose tariffs on European nations over Greenland sparks risk‑off moves: Global equities slide, dollar weakens, safe‑haven flows boost gold & silver to record highs; U.S. futures fall as markets price trade risk and potential modest GDP hit to Europe.

📈 🔖 U.S. Data & Week Ahead
✅ Markets eye U.S. PCE inflation and Fed signalling: PCE data and other macro prints set to drive FX and bond moves this week; IMF nudges near‑term stimulus for US fiscal policy.

🌍 📋 Europe & EU Response
✅ EU scrambles to respond to tariff threat: Brussels prepares retaliatory tools; German business lobby, UK PM and markets criticize U.S. move; euro/European yields volatile as investors seek havens (Bunds, Gilts).

🇨🇳 🔖 China
✅ China posts resilient growth led by exports; markets mixed: Offshore yuan hits fresh 32‑month high; China 10Y yield eases; Hong Kong pressured by growth worries but oil imports from Russia rise as dynamics shift.

🇯🇵 📌 Japan
✅ BoJ decision in focus amid IMF views: BoJ policy path and IMF’s call for gradual rate normalisation in Japan draw attention; Japanese growth outlook revised low vs. other G7.

🇦🇺 📋 Australia & New Zealand
✅ Australia sees higher inflation gauge and market wobble: Inflation hits 2‑year high; stocks retreat, 10‑yr yields rise; NZ dollar extends gains though NZX posts a weak session.

🇰🇷 🔖 Korea
✅ Won slides despite policy measures: FX pressure persists after interventions; regional risk sentiment souring on trade tensions.

🇨🇭 📌 Switzerland & Safe Havens
✅ Flows into traditional havens accelerate: Swiss franc and sovereign bonds draw demand as investors reprice geopolitical and trade risk.

🪙 📋 Commodities
✅ Gold & silver surge; oil and copper react: Precious metals hit records on safe‑haven bids; crude futures fall on trade concerns and easing supply fears; copper rises on a softer dollar.

🏦 🔖 Macro/Multilateral
✅ IMF lifts global growth outlook but flags risks: WEO updates tweak 2026 growth for major economies (US, Germany, France, Japan, Euro Area); warns on trade and AI risks; Eurozone inflation dips below ECB target — policy watch continues.

Quick FX/Bond Moves
📌 📋 USD down | EUR mixed but rebounds | CNY stronger | AUD/NZD volatile | Bunds/Gilts/Bunds yields fall on safe‑haven flows

What to watch next
📌 🔖 U.S. PCE, BoJ decision, Davos, EU policy response to Greenland tariffs, China data — these will set the tone for FX, bond and equity risk in the coming days.