🇺🇸 The Supreme Court could issue a ruling on Trump's tariff at 10am ET today.

☀️ Silver is solar’s bottleneck

As silver prices surge, its share of solar panel costs is rising fast💥

What stands out:

• #Silver’s cost contribution has more than doubled since 2019
• By 2025–26, it rivals #aluminum and glass in the bill of materials
• Panel makers are feeling it directly. margins are getting squeezed

The irony...Solar is scaling
But it’s doing so on a metal with structural supply limits.

Energy transition or not.
Materials still set the floor.

#Metals

Tuesday, Jan 20 2026, 12:30 UTC time

📋 ✅ 🔖 📌 Latest Important Headlines

🟢 Global markets jitter on U.S. tariff threats — Dollar & yields react
• Trump’s tariff threats on Europe (Greenland) and potential tariffs on French wine push risk-off: European stocks slide, London & TSX futures fall, and Asian markets weaken. 
• U.S. Treasury yields spike to multi-month highs (10‑yr at 4‑month highs), lifting global yields — Germany’s 10‑yr bund and Italy’s BTP yields also rise. 
Implication: Higher yields and trade-policy risk boost safe‑haven demand volatility and pressure equities across U.S., Europe, Canada, Japan, Australia, New Zealand.

🟢 FX & commodities — Euro and commodities move amid trade worries 
• Euro strengthens above $1.17 as dollar softens on heightened geopolitical/tariff tensions; Aussie and kiwi rebound off lows as dollar pressure shifts. 
• Gold hovers near record highs as trade‑war risks and yield volatility support bullion. 
Implication: FX volatility benefits majors (EUR, AUD, NZD, JPY) and precious metals as investors hedge policy uncertainty.

🟢 Asia-Pacific data: China, Japan, New Zealand, Australia 
• China’s December crude imports from UAE, Brazil, Canada hit record highs — demand resilience amid global trade frictions. 
• Japan: spillover from global trade tensions lifts local yields and market caution; Taiwan export orders surge (record high). 
• New Zealand: Composite PMI and Services return to expansion; stocks mixed. Australia: consumer confidence at an 18‑month low and shares slip. 
Implication: Strong Chinese imports and Taiwan export data show underlying trade strength; Australia/NZ sentiment mixed — watch Asia demand vs. trade policy shocks.

🟢 Europe & UK labor/real economy — mixed signals for central banks 
• UK labor market shows weakness but stabilizing: unemployment near pandemic‑era highs, payrolls down, wage growth cooling — potential easing for BoE. 
• Eurozone: current account surplus narrows; investor morale at 18‑month high but construction output falls and producer prices decline (Germany, Switzerland). 
• EU leverages significant trade weight vs U.S.; Davos commentary flags trade tensions’ risk to Europe’s AI and industrial plans. 
Implication: Weaker UK labor/wages may ease BoE tightening; ECB watches inflation vs. trade shock — political tariff threats add downside to EU growth and corporate outlook.

📌 Quick calls for traders 
• Monitor U.S.-EU tariff headlines — they drive short-term risk tone, yields, and FX. 
• Watch 10‑yr UST and bund moves for cross-asset impact; gold as hedge. 
• Track China import data and Taiwan export orders for EM/Asia demand cues. 
Note: Relevant: U.S., EU (incl. UK, Germany, France, Italy), Canada, China, Japan, Korea, Australia, New Zealand, Brazil, Switzerland.

Countries With the Most Natural Resources:

1.🇷🇺Russia $75.0 Trillion
2.🇺🇸United States $45.0 Trillion
3.🇸🇦Saudi Arabia $34.4 Trillion
4.🇨🇦Canada $33.2 Trillion
5.🇮🇷 Iran $27.3 Trillion
6.🇨🇳China $23.0 Trillion
7. 🇧🇷Brazil $21.8 Trillion
8.🇦🇺Australia $19.9 Trillion

#oott #Commodities

Metals don’t move in isolation🚀

They move with cycles, capital rotation, and long-term demand.

Silver, in particular, sits at the intersection of:

-Industrial growth
-Energy transition
-Monetary hedging

When you see percentage growth in metals, the question isn’t “how fast did it rise?”
It’s “why is capital reallocating here now?”

Smart investors focus on structure, supply constraints, and time horizons.

Trends are built quietly before they become obvious.
#Commodities #Silver #Metals #oott

🚨 IT'S OFFICIAL: Scott Bessent lays the hammer - ANY European country that sent troops to Greenland in reaction to Trump will be slapped with tariffs

"10% on Feb. 1 if the Danes don't give up Greenland! It's on the 8 countries who sent troops." 🔥

⚠️ 2026’s biggest risk isn’t inflation or recession

💥It’s geopolitics

According to Goldman conference respondents:
• Geopolitics: 65% (vs 30% last year)
• Recession: 19%
• Inflation: 12%
• Trade war fears have collapsed from 41% → 4%

Markets are saying it clearly:
Politics now drives prices more than macro.

#energy , #Commodities , FX....all trade headlines first.

#oott

⚛️ Nuclear is back

Look at where reactors are being built right now:

• 🇨🇳 #China: 28 reactors
• 🇮🇳 #India : 7
• 🇷🇺 🇪🇬 🇹🇷: 4 each

This is for energy security.

AI, data centers, electrification.
China is moving fast

#energy #nuclear

🥇 Gold is now the most crowded trade

According to #BofA_News Global Fund Manager Survey, #GOLD has overtaken everything else as the number 1 crowded position.

That tells you two things at once:

• Investors are deeply uneasy about #geopolitics, debt, and #currencies
• Positioning risk is now real. everyone is on the same side

Crowded doesn’t mean wrong.
But it does mean volatility cuts both ways from here.

Safe haven? Yes.
One-way trade? Not anymore.

Top 100 24h Gainers 🚀

CC            $0.1278        +16.55%
RIVER      $34.35          +9.81% 
M              $1.65            +4.59% 
PUMP        $0.002568   +2.28% 
PAXG        $4774.40      +1.66% 

Top 100 24h Losers 🔻

XMR          $526.69        -14.05%
NIGHT      $0.0591        -10.89%
MORPHO    $1.17            -9.85% 
HYPE        $21.79          -9.74% 
IP            $2.30            -9.13%

🇺🇸 The US Supreme Court today again did not rule on the legality (or not) of Donald Trump's tariffs.

The next possible date for announcing the verdict is February 20th. The court is going on a four-week vacation, so the decision will have to wait at least another month.

🇨🇦 Canadian Prime Minister Mark Carney addresses U.S. trade aggressions at WEF Davos.

"We know the old order is not coming back, we shouldn't mourn it. But we believe from the fracture we can build something bigger, better, stronger, more just."

Alex Karp of $PLTR explain why he's worried about Europe

"The tech adoption in Europe is a serious and very, very structural problem."

Treasury Scott Bessent address DoJ charges against Jerome Powell

"The Federal Reserve is now losing $100B a year because of mistimed asset purchases."

"We need a Fed chairman similar to Greenspan that can not get too agitated about a hot GDP number."

$COIN CEO Brian Armstrong discuss stable coins and how he sees them being implemented.

Starting the printers… Let’s go mfers

🚨BREAKING: $1.3 trillion has been wiped out from the U.S. stock market today till now.

Nasdaq and S&P 500 have ERASED all their 2026 gains and turned negative.

This comes as U.S.-EU trade tensions rise, Japan’s bond market continues to weaken, and pension funds begin cutting exposure to U.S. Treasuries.

🚨Bitcoin has dropped nearly $5,800 since Trump announced 10% tariffs on EU to pressure Denmark into selling Greenland.

Almost $215 Billion has been wiped from the crypto market cap.

It’s crazy how one Trump announcement was enough to shake the entire crypto market.

⚠️FEBRUARY 1, 2026, THE TRANSITION BEGINS.

📍On this day, the Quantum Financial System officially moves from testing to live global sync. Major banking grids will begin quiet shutdown procedures as transactions reroute through the QFS network. The Federal Reserve, IMF, and SWIFT systems will freeze cross-border operations while asset-backed settlements activate in real time.

Governments will start recalibrating national ledgers to gold-based reserves. Key nations - the U.S., Netherlands, India, Brazil, and Japan - are confirmed for first-wave integration. Encrypted broadcasts will announce the new digital-to-physical conversion standard.

Expect market volatility, temporary outages, and data synchronization delays, this is the crossover point.

🔥 After February 1, the old financial grid won’t return.

⚠️there isn’t enough copper concentrate

Smelters are effectively paying miners for material, instead of the other way around.

That’s bullish for copper📈

• Less concentrate = tighter refined copper supply ahead
• Smelters’ margins get squeezed, some slow output
• Physical tightness usually shows up in prices with a lag

The copper market is telling you supply is the problem, not demand.

#copper #Metals #Mining