Carney says Canada not pursuing free trade deal with China as Trump threatens 100% tariffs

#XPD/USD M15 #Palladium
#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#XPD-USD

#XPT/USD M15 #Platinum
#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#XPT-USD

Africa is sitting on the real energy transition bottleneck 🌍⚒️

This map isn’t about oil or gas.
It’s about critical minerals.

• Lithium, #copper, manganese, #RareEarths
• Artisanal and small-scale mining dominates supply
• High relevance, Low control and High geopolitical risk

The #energy transition doesn’t fail on demand.
It fails on where the metals come from.

Whoever secures supply from #Africa chains controls:
🔋 batteries
⚡ grids
🤖 EVs
🧠 industrial leverage

The next #commodity supercycle won’t start in London or New York.
It starts here.

#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

Gold and silver are now 1st and 2nd by global market cap

🥇 #Gold $35T
🥈 #Silver $6T

They sit above every equity market, crypto, or #commodity complex.

This is a statement about where global capital trusts value right now.

When the 2 oldest monetary assets dominate the leaderboard,

the message is clear.

🚨 St. Moritz, the town that serves as a meeting point for Europe's elite of the wealthy.

-: Unusual shots from one of Switzerland's airports:

#RioTinto has until 5 Feb to bid or walk.

Market talks 15–30% premium and a $260bn+ combined giant.

But this isn’t a horserace.

This deal is a quiet admission that organic growth in mining is broken.

• #Copper at $13,300/t
• 10 Mt supply gap by 2040
• Majors failed to build projects a decade ago
• Now M&A is the fastest way to secure future metal

Rio wouldn’t be buying #Glencore for synergies or cash flow.
It would be buying optionality on scarce copper assets.

And #bhp staying out?
That looks less like hesitation and more like discipline. Cooling-off rules, CEO transition.

When miners start buying each other instead of building mines, the pipeline is empty.

What happens when there’s no one left to merge with, and greenfield exploration becomes unavoidable again?

#Metals #minerals #Commodities

🇺🇸 Secretary Rubio’s Call with Iraqi Prime Minister Mohammed Shiaa al-Sudani

The Secretary and Prime Minister discussed Iraq’s ongoing deliberations to form a government, emphasizing their shared commitment to ensuring that Iraq can fully realize its potential as a force for stability, prosperity, and security in the Middle East. 

The Secretary emphasized that a government controlled by Iran cannot successfully put Iraq’s own interests first, keep Iraq out of regional conflicts, or advance the mutually beneficial partnership between the United States and Iraq.

#BTC in the last 3 months.

#Gold is on a HISTORIC run with the price hitting a new all-time high of $5,100.

In the last 2 years:

- Gold jumped from $2,030 to $5,100
- Up more than 150%
- Added over $21 trillion in market cap
- U.S. Gold Reserves value has increased from $531 billion to $1.33 trillion.

🇮🇱🇮🇷🇺🇸 Israeli media published a list of potential targets for joint U.S. and Israeli strikes on Iran, with most of the sites linked to oil and gas facilities.

The United States as we know it is over.

The era of unlimited printing and zero consequences is done.

The Fiat experiment is dead. The great reset is here. Prepare accordingly.

#Copper is the second most used material by the DoD.

Trump said on July 9th that "America will once again build a dominant copper industry".

Uranium miners spent a decade massively underperforming equities☢️

Now that relative down cycle looks finished

• Long base, multi-year reset
• Nuclear back as baseload power
• AI + electrification = steady demand
• New supply still slow and capital-constrained

Are we at the start of #uranium catching up… or already late?

#nucler #energy

The US has taken equity stakes in the following companies

▸ MP Materials | $MP
▸ USA Rare Earth | $USAR
▸ Lithium Americas | $LAC
▸ Intel | $INTC
▸ Trilogy Metals | $TMQ

Companies that could be next

▸ Critical Metals | $CRML
Rare earth assets in Greenland. Reuters has reported that US officials discussed converting government support into an equity stake.

▸ Graphite One | $GPHOF
Already showing strong US EXIM financing signals across the mine to anode supply chain, making it a natural candidate for an equity-style strategic backstop.

▸ United States Antimony | $UAMY
Direct defense stockpile priority with a Pentagon contract.

▸ Li-Cycle | $LICY
The DOE has issued a conditional $375M loan commitment for a US battery materials recycling hub, positioning it as an easy candidate for deeper federal alignment.

▸ Syrah Resources | $SYAAF
DOE-backed funding for the Vidalia active anode materials expansion, a core battery supply chain chokepoint the US wants onshore.

▸ Perpetua Resources | $PPTA
Repeated US defense funding to build a domestic antimony supply chain.

▸ American Battery Technology | $ABAT
DOE support plus reported EXIM interest tied to a lithium mine and refinery.

▸ Guardian Metal Resources | $GMTLF
DoD DPA Title III award to advance a US tungsten project. Tungsten is a defense-critical metal with high supply risk.

▸ Ucore Rare Metals | $UURAF
The DoD is already funding its Louisiana rare earth separation plant.

▸ Graphite One | $GPHOF
The DoD has deployed DPA funding into its graphite supply chain, which could derive in estate ownership.

▸ Westwater Resources | $WWR
EXIM-backed financing for a US graphite anode buildout.

▸ Fortune Minerals | $FTMDF
DoD DPA funding awarded to strengthen North American cobalt supply, tied to the battery and defense industrial base.

▸ Lomiko Metals | $LMRMF
DoD DPA funding linked to North American graphite supply resilience.

▸ 5N Plus | $VNP
DoD DPA support for germanium substrates used in satellite solar cells.

▸ NioCorp Developments | $NIOBF
DoD funding of up to $10M for scandium supply.

▸ Ioneer | $IONR
DOE financing support for a Nevada lithium project.

▸ Talon Metals | $TLOFF
DoD agreement to boost domestic nickel production, alongside DOE support.

▸ Albemarle | $ALB
A $90M DoD award to help reopen Kings Mountain lithium.

▸ Lynas Rare Earths | $LYSDY
DoD-funded and contracted US rare earth processing capacity.

▸ Energy Fuels | $UUUU
One of the few companies with US rare earth separation as well as uranium mining and refining.

▸ Ramaco Resources | $METC
Management has stated that administration officials asked the company to expand and accelerate its rare earth initiative.

China controls the critical materials supply chain

Here’s China’s market share and the companies producing each material outside China:

Gallium | 98.7%

$VNP | 5N Plus
$RIO | Rio Tinto

Graphite | 95.2%

$SYAAF | Syrah Resources
$NMG | Nouveau Monde Graphite
$WWR | Westwater Resources
$GPHOF | Graphite One

Manganese | 95.0%

$ERMTF | Eramet
$ELMTF | Element 25

Rare earths | 92.1%

$LYSCF | Lynas Rare Earths
$MP | MP Materials
$ILKAF | Iluka Resources
$ARUAF | Arafura Rare Earths
$USAR | USA Rare Earth

Silicon metal | 84.8%

$GSM | Ferroglobe
$ELK.OL | Elkem

Molybdenum | 81.0%

$FCX | Freeport-McMoRan
$SCCO | Southern Copper
$ANFGF | Antofagasta

Cobalt | 77.2%

$GLNCY | Glencore
$VALE | Vale
$S.TO | Sherritt International

Tellurium | 76.5%

$AIAGY | Aurubis
$BOL.ST | Boliden
$VNP | 5N Plus

Antimony | 74.0%

$UAMY | U.S. Antimony
$PPTA | Perpetua Resources
$ALK.AX | Alkane Resources

Germanium | 73.9%

$TECK | Teck Resources
$VNP | 5N Plus
$UMICF | Umicore

Critical materials are likely to face serious shortages in the coming years

Here’s a list of stocks poised to benefit:

#Copper

Freeport McMoRan | $FCX
BHP | $BHP
Rio Tinto | $RIO
Glencore | $GLNCY
Southern Copper | $SCCO
Anglo American | $NGLOY
First Quantum Minerals | $FQVLF
Teck Resources | $TECK
Arizona Sonoran Copper | $ASCUF
Ivanhoe Electric | $IE
Trilogy Metals | $TMQ
Solaris Resources | $SLSR

Graphite and anode materials
Syrah Resources | $SYAAF
Westwater Resources | $WWR
NOVONIX | $NVNXF
Graphite One | $GPHOF
Nouveau Monde Graphite | $NMG
Northern Graphite | $NGPHF

Gallium
Rio Tinto | $RIO
Alcoa | $AA
American Resources | $AREC
Manganese
Element 25 | $ELMTF
Electric Metals USA | $EMUSF

Silicon metal
Ferroglobe | $GSM

Rare earths, separation, and magnets
MP Materials | $MP
Lynas Rare Earths | $LYSCF
Neo Performance Materials | $NOPMF
Energy Fuels | $UUUU
Ucore Rare Metals | $UURAF
Texas Mineral Resources | $TMRC
American Rare Earths | $ARRNF
Materion | $MTRN

Antimony
United States Antimony | $UAMY
Perpetua Resources | $PPTA

Tungsten
Almonty Industries | $ALMTF

Vanadium
Largo | $LGO

Niobium, scandium, and titanium
NioCorp | $NB
IperionX | $IPX

Most people are unaware of the rate of acceleration we’re about to see

Think about it

$NVDA's new Vera Rubin NVL72 will have 8 times the compute performance of the GB300

Our best AI models, already taking on hundreds of thousands of jobs, were trained on computers that will soon look prehistoric

Now, the rate of acceleration is such that NVIDIA was able to get that performance improvement in merely a year

Imagine what models, applications, and advancements we’ll get once the largest AI labs get this new hardware in their hands

Now, competition is accelerating, and that accelerates progress even further

$AMD went out there and said they’ll be surpassing not the scale of the NVL72, but the scale of the NVL576 as well, with their MI500 that comes out in late 2027

Now you can surely think that NVIDIA will plan on outscaling them again with their next Feynman architecture

It’s not just competition in hardware. Every 3 months we get new models from OpenAI, Google, and Anthropic, each pushing the limits of artificial intelligence further

We’re approaching a new age

Up until now, intelligence was the scarce asset

That’s why you had SaaS with the best developers making the best returns in the stock market

There has been a shift

Now, you look at the best performers in the markets, and where you used to see software companies, now you see mining, refining, nuclear, grid, rare earths, critical materials, memory, PCBs, even chiller companies

What is happening?

We’re entering the age where intelligence isn’t scarce anymore, and once intelligence is abundant, the thing that will be scarce will be physical resources

It used to be that our interactions with the physical world were limited by our minds. Now, it’s not our minds, but artificial ones that act as if our planet were populated by trillions and not billions, and that runs into physical constraints

Maybe this isn’t obvious yet, but it will be as the world accelerates around us to the point we can barely catch up with it

But we are investors after all, so what’s the trade here? As one X user would ask

Everything that could become a constraint to what always was the final and ultimate goal of AI, super intelligence and the automation of everything

And to achieve that, we need energy, lots of it, from many different sources. We need materials to build robots in the millions, so AI can improve our lives beyond intellectual work. We need the minerals and metals necessary for the fabrication of computers. We need gargantuan buildouts that can host immense computational power

We also need hope, as a species, that this is the path humanity should follow, because once you’re all in, you cannot pull out

And finally, we need rockets, and we need to let AI discover the depths of outer space for us, because since humanity left Africa thousands of years ago, one thing became clear, humanity doesn’t settle for comfort, it thrives on curiosity