The demand for copper is exploding.
AI. EVs. Energy. Robotics. Defense. All require copper. A lot of it.
Supply simply cannot keep up and it takes decades to ramp up new mining projects.
These are the key players:
$TMQ Trilogy Metals
$TGB Taseko Mines
$SCCO Southern Copper
$HBM Hudbay Minerals
$lE Ivanhoe Electric
$FCX Freeport-McMoRan
$ERO Ero Copper
$CMCL Caledonia Mining
$COPX Copper Miners ETF
The copper supercycle is coming.
AI. EVs. Energy. Robotics. Defense. All require copper. A lot of it.
Supply simply cannot keep up and it takes decades to ramp up new mining projects.
These are the key players:
$TMQ Trilogy Metals
$TGB Taseko Mines
$SCCO Southern Copper
$HBM Hudbay Minerals
$lE Ivanhoe Electric
$FCX Freeport-McMoRan
$ERO Ero Copper
$CMCL Caledonia Mining
$COPX Copper Miners ETF
The copper supercycle is coming.
In one of its largest intra-day reversals in history, silver has completely erased its +14% gain and turned RED on the day.
#Silver just erased -$900 BILLION of market cap in 90 minutes.
#Silver just erased -$900 BILLION of market cap in 90 minutes.
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#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
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🔥 NEW: Tether bought 27 tons of #gold in Q4 2025, bringing its gold holdings to about $4.4 billion.
💰 CHASE WEALTH MANAGER UPDATE - "ALL SYSTEMS GO"
Frank26 (Jan 25): Follow-up with Mr. G (re Chase executive wealth manager, VP level)
"All systems are still to go. We are in anticipation that the rate of the Iraqi Dinar will have changed by the time we meet on Friday" (end of month, ~30th)
Manager involved in "this program" long time. Systems ready.
Reminder: This is VP-level wealth management (not branch teller). These executives don't prepare for events that aren't happening.
Wells Fargo (South Dakota): Tellers practicing foreign currency drills
Chase (Ohio): Wealth managers contacting dinar holders
Bank of Hawaii: "Yes, we know... when you're ready"
Banks don't coordinate multi-state preparation for speculation.
Timeline: End of month (~Jan 30)
Source: Frank26
Frank26 (Jan 25): Follow-up with Mr. G (re Chase executive wealth manager, VP level)
"All systems are still to go. We are in anticipation that the rate of the Iraqi Dinar will have changed by the time we meet on Friday" (end of month, ~30th)
Manager involved in "this program" long time. Systems ready.
Reminder: This is VP-level wealth management (not branch teller). These executives don't prepare for events that aren't happening.
Wells Fargo (South Dakota): Tellers practicing foreign currency drills
Chase (Ohio): Wealth managers contacting dinar holders
Bank of Hawaii: "Yes, we know... when you're ready"
Banks don't coordinate multi-state preparation for speculation.
Timeline: End of month (~Jan 30)
Source: Frank26
🇮🇶 IRAQ: BUDGET PRESSURE MOUNTING
Iraqi Ministry of Construction (Jan 25): "No halt to any projects despite financial liquidity challenges. Need to expedite approval of budget schedules."
Ministry spokesman: "Delays in releasing payments will negatively affect sustainability and continuity of project implementation."
Economist proposal: "Convert idle capital into real estate/tourism investments. Launch in-kind spending project to reduce pressure on cash spending."
Pattern:
- Projects operational but funding delayed
- Government pushing budget schedule approval
- Economic pressure forcing action
- Solutions require rate change for liquidity
Parliament discussing economic issues TODAY (Jan 26). Budget schedules critical.
You don't rush budget approvals unless you have a solution coming.
Source: Iraqi Ministry announcements
Iraqi Ministry of Construction (Jan 25): "No halt to any projects despite financial liquidity challenges. Need to expedite approval of budget schedules."
Ministry spokesman: "Delays in releasing payments will negatively affect sustainability and continuity of project implementation."
Economist proposal: "Convert idle capital into real estate/tourism investments. Launch in-kind spending project to reduce pressure on cash spending."
Pattern:
- Projects operational but funding delayed
- Government pushing budget schedule approval
- Economic pressure forcing action
- Solutions require rate change for liquidity
Parliament discussing economic issues TODAY (Jan 26). Budget schedules critical.
You don't rush budget approvals unless you have a solution coming.
Source: Iraqi Ministry announcements
🇮🇶 IRAQ TV: "TRILLIONS TO BILLIONS TO MILLIONS"
Frank26 (Jan 25): Iraqi TV morning report stated budget is idle, needs capital urgently. Shifting from TRILLIONS to BILLIONS to MILLIONS.
Frank26: "The term trillions to billions to millions has always been used to represent a rate change."
What this means:
Current: Trillions of low-value dinar to fund budget
After RV: Billions/millions of higher-value dinar funds same budget
Iraqi TV using this specific phrasing = CBI/GOI preparing citizens for exchange rate change.
UN declared Iraq "stable, secure, sovereign country" - mission requirements successful.
Budget idle, awaiting capital. Rate change unlocks funding.
Infrastructure complete. Messaging public. Event imminent.
Source: Frank26, Iraqi TV
Frank26 (Jan 25): Iraqi TV morning report stated budget is idle, needs capital urgently. Shifting from TRILLIONS to BILLIONS to MILLIONS.
Frank26: "The term trillions to billions to millions has always been used to represent a rate change."
What this means:
Current: Trillions of low-value dinar to fund budget
After RV: Billions/millions of higher-value dinar funds same budget
Iraqi TV using this specific phrasing = CBI/GOI preparing citizens for exchange rate change.
UN declared Iraq "stable, secure, sovereign country" - mission requirements successful.
Budget idle, awaiting capital. Rate change unlocks funding.
Infrastructure complete. Messaging public. Event imminent.
Source: Frank26, Iraqi TV
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇮🇶 IRAQ OIL: STRATEGIC EXPORT DIVERSIFICATION
Deputy PM for Energy (Jan 25): "Haditha-Banias pipeline is major strategic project. Aims to diversify export outlets and increase discharge capacities for crude oil."
PM Sudani directed officials: "Fulfill requirements for success of Ministry of Oil projects. Fundamental shift towards self-sufficiency in all petroleum products, transition to exports, expanding revenues."
Why this matters:
Iraq moving from oil-dependent (88% budget from oil vs prior 98%) to diversified economy. Impresses IMF for certification.
Diversification + sovereignty + banking reform = IMF approval triggers.
All prerequisites positioning before rate change announcement.
Source: Iraqi government statements
Deputy PM for Energy (Jan 25): "Haditha-Banias pipeline is major strategic project. Aims to diversify export outlets and increase discharge capacities for crude oil."
PM Sudani directed officials: "Fulfill requirements for success of Ministry of Oil projects. Fundamental shift towards self-sufficiency in all petroleum products, transition to exports, expanding revenues."
Why this matters:
Iraq moving from oil-dependent (88% budget from oil vs prior 98%) to diversified economy. Impresses IMF for certification.
Diversification + sovereignty + banking reform = IMF approval triggers.
All prerequisites positioning before rate change announcement.
Source: Iraqi government statements
🟡 China is hoarding gold
• Total reserves now at a record 2,306 tonnes
• 14 straight months of net buying
• 2025 official purchases +27 tonnes
If official figures reflect just 10% of reality, China likely bought 270 tonnes of physical gold in 2025.
#Gold is being treated as strategic insurance.
What is #China preparing for?
• Total reserves now at a record 2,306 tonnes
• 14 straight months of net buying
• 2025 official purchases +27 tonnes
If official figures reflect just 10% of reality, China likely bought 270 tonnes of physical gold in 2025.
#Gold is being treated as strategic insurance.
What is #China preparing for?