Rare-earth stocks under pressure after a policy shift out of Washington.
The Trump administration has stepped back from proposed price-floor guarantees for rare metals, citing lack of congressional funding and the complexity of settling guaranteed prices. A Senate Armed Services Committee inquiry has further complicated the proposed MP Materials price-floor deal due to the absence of clear congressional authority (Reuters).

Market reaction was swift:
$USAR $MP $CRML $UAMY $TMC all trading lower on the news.

This adds near-term uncertainty to the rare-earth and critical minerals space, even as the long-term strategic importance of these materials remains unchanged.

🔸 THIS IS A TOOL CHANGE NOT A POLICY REVERSAL!

• Even without price floors, the U.S. can still support companies via:

✅ Equity investments (already happening: $LAC, $TMQ, $USAR, etc.)

✅ Stockpiling (government buys material directly)

✅ Tax credits & deregulation

✅ Local-content rules (forcing buyers to source domestically)

✅ Defense procurement contracts
✅ DOE / DoD grants & loans

The U.S. dollar is quietly weakening — and this isn’t just a short-term FX move.

We’re watching a global shift away from USD dominance unfold in real time.

• Central banks are increasing gold reserves
• Trade settlements are moving toward local currencies
• BRICS and emerging markets are reducing USD exposure
• U.S. debt + persistent deficits are eroding long-term confidence

This isn’t about the dollar “collapsing.” It’s about the world diversifying away from a single reserve currency.

That’s where precious metals and crypto come in.

#Gold and #silver thrive when trust in fiat weakens.
#Bitcoin benefits as a neutral, borderless asset — outside any government’s balance sheet.

When capital looks for:
• Store of value
• Monetary independence
• Hedge against currency debasement

It doesn’t stay parked in cash.

We’re moving from a USD-centric system to a multi-asset, multi-currency world.

That transition is slow, uneven — and already happening.

Ignore it at your own risk.

🚨 URANIUM IS BREAKING THE SUPPLY SYSTEM ☢️🔥

Uranium is not short.
It is irreversibly tight.

• 2025 deficit: 5.4M lbs
• 2040 deficit: 197M lbs
• That equals 11× Cigar Lake, the world’s largest uranium mine

⚠️ Demand is exploding

• Nuclear restarts + life extensions
• SMRs moving from concept to deployment
• AI, data centers, electrification driving baseload demand
• Energy security back on national agendas

⛏️ Supply cannot respond

• Mine supply grows just +14% by 2040
• Demand jumps +118%
• Secondary supply is being exhausted

💣This is what a multi-year commodity squeeze looks like before prices fully reflect it.

#energy #uranium #NuclearEnergy #Commodity

🚨 CHINA IS LOCKING DOWN AFRICA’S PORTS ⚓

• 🇨🇳 40+ African ports financed, built, or operated by #China

• Coverage across Atlantic, Indian Ocean, Red Sea

• Several ports. Commercial today, military tomorrow

• PLA Navy access now stretches far beyond Djibouti

⚠️ Ports = power.

They control #energy, #Commodities , food, and #Military reach.

China isn’t surrounding #Africa.
It’s wiring itself into global trade infrastructure.

The real risk?
One day, access isn’t guaranteed.

🚨 CHINA CONTROLS THE MINERALS

Not mines.

Refining.

• 🇨🇳 #China dominates 19 of 20 strategic #minerals

• 70–100% control in rare earths, graphite, gallium, germanium

• Inputs critical for EVs, grids, AI, data centers, defence

• Many already subject to export controls ⚠️

You can’t build batteries, chips, weapons, or AI without refined minerals.

And China controls the switch.

This isn’t a supply chain.

It’s a strategic weapon.

🚨 RARE EARTHS ARE EVERYWHERE
⚠️POWER IS NOT

Yes, rare earth deposits exist all over the world.
That’s the map.

But here’s the part that should scare markets 👇

• 🌍 Deposits ≠ supply

• 🇨🇳 #China controls #mining + #refining + processing

• 90% of global #rareearth refining runs through China

• Most non-Chinese sites are uneconomic, undeveloped, or years away

⚠️ You can have rocks in the ground.
If you can’t refine them, you don’t have supply.

This is not a geology problem.
It’s an industrial chokehold.

Rare earths are global.
Control is not.

🚨 COPPER BREAKS RECORDS

SUPPLY IS CRACKING ⚠️🟠

Copper just hit an all time high.

And the reasons are not “speculative”

• 🌍 Geopolitics tightening supply chains

• 💵 Weak dollar supercharging metals

• ⛏️ #Glencore reports 2025 copper output down 11%
• 🔗 #RioTinto tie-up looming as majors scramble for scale

This is the real signal.

Demand is structural.
Supply is shrinking.
M&A is replacing new discoveries.

#Copper is not rallying.
Copper is warning the system ⚠️

#minerals #mining #energy

🚨 BREAKING: Mark Savaya's X account DISABLED

Trump's Special Envoy to Iraq - the man who just blocked Maliki from becoming PM - has been silenced.

Timeline:

📍 Jan 28: Savaya delivers Trump ultimatum - "No Maliki or US leaves Iraq"

📍 Jan 28: Iraqi presidential vote postponed (pressure working)

📍 Jan 29: Iranian-backed forces accuse him of "interfering in sovereignty"

📍 Jan 29: His X account suddenly disabled

Here's what doesn't make sense:

Trump and Elon are ALIGNED. X is the "free speech" platform.

So who just deplatformed Trump's Iraq envoy the moment his mission succeeded?

Three possibilities - and one of them is terrifying.

🧵 Thread ⬇️

SCENARIO 1: Rogue X Employees

Not everyone at X supports Trump/Elon. Deep State remnants + Iranian-backed mass-reporting campaign = automated suspension before Elon even sees it.

Evidence:
• Coordinated timing with Iranian accusations
• No other Trump team accounts affected (yet)
• Pattern: Mass reports trigger auto-moderation

Prediction: Restored within 24-48h once Elon notices.

SCENARIO 2: Strategic Silence

Trump WANTS Savaya quiet during sensitive negotiations. Too much public pressure = Iraqi nationalist backlash. Deliberate temporary blackout.

Evidence:
• Savaya exposed A LOT about corruption networks publicly
• Iraq PM selection happening THIS WEEK
• Backdoor deals proceed better without media firestorm

Why it matters: If true, account stays down until new PM selected.

SCENARIO 3: Iranian Cyber Warfare (Least Likely - But Nuclear)

Coordinated operation to silence Trump's messenger. Compromised X staff OR exploited automated systems.

Why this is terrifying:
If foreign actors can deplatform US Special Envoys on Elon's "free speech" platform, that's information warfare.

Trump's response would be BRUTAL.

Test: Are other Trump/Iraq officials being deplatformed today?

Why This Actually Matters:

Savaya's ultimatum was THE catalyst that blocked Maliki (Iranian proxy) from PM.

That was the LAST major political obstacle before:
✅ New government formation
✅ HCL vote
✅ Budget execution
✅ Rate adjustment

When your enemy tries to silence you, it means you're winning.

Iranian-backed forces wouldn't push for this suspension unless Savaya was EFFECTIVE.

What We're Monitoring (Next 48h):

🔍 Does Elon restore the account?
→ Yes = Scenario 1 confirmed (rogue employees)

🔍 Does Iraq Framework choose anti-Maliki PM?
→ Yes = Savaya's mission accomplished regardless

🔍 Any other Trump/Iraq officials deplatformed?
→ Yes = Scenario 3 confirmed (coordinated attack)

🔍 Does Trump address this publicly?
→ Will tell us if it was intentional (Scenario 2)

Bottom Line:

They wouldn't be silencing Savaya if Trump's Iraq strategy wasn't WORKING.

The panic IS the signal.

Maliki is OUT. The path to monetary reform just cleared.

No X suspension changes that.

Gary Evans of #NYSE_UAMY is on target here and working hard with his team to scale their #antimony production out of Montana, the only fully integrated processing circuit in the U.S.

Despite the volatility in $UAMY share price, investors need to know this company is one of the most vital mining assets in the United States right now.

Iran’s currency opened the day in free fall, sliding to 1,670,000 rials per US dollar, a collapse of roughly 16% since Sunday.

‼️🇺🇸🇮🇷 U.S. Military Experts:

In the next strike on Iran, the number of B‑2 Spirit strategic bombers involved will be greater than in the first strike last year.

The B‑2 Spirit is used to destroy heavily fortified underground targets, and increasing the number of these bombers indicates that multiple underground facilities are expected to be targeted.

🚨 THE GLOBAL POWER SHIFT IS DONE 🌍⚠️

This chart tells one brutal story.

• 🇺🇸 US GDP: $30.6T Still 1st, but dominance is shrinking

• 🇨🇳 #China : $19.4T From irrelevant in 1980 to systemic rival

• 🇮🇳 #India: $4.1T Fastest climber. Demographics + energy + industry

• 🇪🇺 #Europe slides #Germany , #France , #Italy losing relative weight

📉 Since 1980
• Economic gravity moved East
• Manufacturing, commodities, energy demand followed
• Capital, trade, and geopolitics followed

The next decade is not about growth.
It’s about who controls #energy, #metals , and supply chains.

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