🇨🇳China installed 256 GW of solar in H1 2025 🔋

🌍The rest of the world combined did 124 GW.

That’s more than 2x

Look at the acceleration:

• 37 GW in 2022
• 98 GW in 2023
• 125 GW in 2024
• 256 GW in 2025

That’s exponential.

#China controls:
• Panel production
• Supply chains
• Installation velocity

Everyone else reacts.
China sets the clearing pace.
Where is the bottleneck grid, capital or materials?
#energy #Solar

⚠️ Volatility is back ⚠️

This is not a trend change.
It’s a volatility event.

#GOLD -5%.
#Silver -10%.

Same move.
Same driver.

Mechanics first.

• Speculators crowded in
• Volatility spiked
• Institutions stepped aside
• Paper flows took control

This is a shakeout.
Not a fundamental break.

Oil fits the pattern.

#Brent -5%.
Risk premium cooled as #Iran–US tension eased.

Volatility clears positioning.
Not narratives.

Is this the reset or just the first volatility wave?

#oott #commodity

$USAR $CRML $UAMY

The United States will push for a joint "pricing mechanism" among allied nations to weaken China's dominance in the rare earth market at a critical minerals ministerial meeting in Washington on February 4.

The initiative is seen as an attempt by the US and its allies to establish a "price defense line" to protect mining and refining companies from China's low-cost rare earth offensive and secure stable supply chains.

Jacob Helberg, Under Secretary of State for Economic Growth, Energy, and the Environment, told Bloomberg on Thursday that the US government would seek agreement on a pricing mechanism to protect rare earth refiners and miners at the meeting.

$NB $METC

$NGAS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Shanghai #silver price: 122 -> 102$
Western silver price: 79 -> 73$

This will be an interesting week.

There is no commodity bull market without energy.

We saw a tight correlation between energy and commodities until 2025.

Commodities surged while energy went nowhere.

I expect energy to follow commodities.

Retailers are buying the dip in #gold.

- Australia
- Singapore
- Thailand

Are queuing to buy gold.

With MKS PAMP SA, a leading bullion brand, sold out for the day.

We are in a commodity bull market and no one is positioned for it

- Commodities vs financial assets are at a historic low
- At the peak of the 2000s bull market, the ratio was ~8x higher
- At the peak of the 1980s bull market, the ratio was ~45x higher

Commodities remain ultra cheap vs financial assets.

Since the 1980s, interest rates and inflation steadily fell, providing a tailwind for growth stocks. This lowered the risk-free rate (the US 10-year yield) and pushed investors further out the risk curve.

Companies and real estate investors benefited as well, they could refinance debt at ever-lower rates, enjoying a 40-year tailwind for their businesses.

That trend ended in 2021.

Reckless government spending across the globe led to surging inflation and interest rates. This means the winners of the last 40 years won’t be the winners of the next.

Our current macro picture resembles war:

- Future cash flows are less certain
- Access to commodities and energy is less certain
- Inflation and interest rates are elevated

Commodities and hard assets outperform in this environment.

Volatility in gold and silver is breathtaking.

Within a few hours

- Gold: 4450 -> 4790
- Silver: 72 -> 83

Trump Launches $12 Billion Minerals Stockpile to Counter China $MP $UUUU $UAMY $USAR $NB $AREC

The Trump administration is preparing to establish a $12 billion strategic stockpile of critical minerals to reduce U.S. dependence on Chinese supplies and protect American manufacturers from supply disruptions.

The initiative, known as Project Vault, will combine $10 billion in financing from the U.S. Export-Import Bank with $1.67 billion in private capital to procure and store minerals essential for manufacturing, according to Bloomberg News, citing senior administration officials who requested anonymity ahead of the official announcement.

The stockpile will function similarly to the nation’s Strategic Petroleum Reserve but will focus on minerals such as gallium and cobalt that are crucial for products including iPhones, batteries, and jet engines.

More than a dozen companies have already joined the project, including General Motors Co., Stellantis NV, Boeing Co., Corning Inc., GE Vernova Inc., and Alphabet Inc.’s Google. Three commodities trading firms – Hartree Partners LP, Traxys North America LLC, and Mercuria Energy Group Ltd. – will manage the purchasing of raw materials.

The Ex-Im Bank’s board is scheduled to vote Monday on authorizing the 15-year loan, which would be more than twice the size of the bank’s previous largest deal.
This public-private partnership represents a significant step in Trump’s efforts to reduce U.S. reliance on China, which currently dominates global critical mineral production and processing.

For those who don’t know the difference between the new financial system Trump is bringing about and the Great Reset.

✅ Quantum Financial System (QFS) metals-backed
• Anchored to tangible assets (e.g., gold, silver, strategic metals).
• Value is asserted to be intrinsic and finite, derived from physical reserves.
• Money creation is constrained by verifiable supply.

❌ Great Reset — fiat/digital-credit based
• Anchored to sovereign credit, debt instruments, and confidence.
• Value is abstract, maintained through policy, taxation, and enforcement.
• Money supply is elastic, expandable through central authority.

🤌🏼 Biggest difference is that Trump’s new financial system is backed by precious metals while the Great Reset is backed by NOTHING. Just like fiat right now.

⭕️ Income tax will be done away with and tariffs will be what is used instead to run the country.

Rare earth stocks are up pre market

$AMZN is buying copper in the US for the first time in more than 10 years for its data centers from $RIO Johnson Camp Mine in Arizona

Amazon Web Services (AWS) has secured a two-year agreement with Rio Tinto to purchase copper from the Johnson Camp mine in Arizona, marking the first new U.S.-mined copper in over a decade. This agreement is part of AWS' strategy to support its growing AI data centers, which require a significant amount of copper for their infrastructure. The deal covers approximately 14,000 metric tons of #copper cathode over four years, with an additional 16,000 tonnes from conventional leaching, totaling nearly 30,000 tonnes. This partnership underscores the critical role of copper in the artificial intelligence sector and the importance of sustainable mining practices.

$NVDA $MSFT $META

10 NAMES TO WATCH IN SPACE

1 $RKLB emerging as the second pillar of U.S. launch and space systems with defense validation, rising Electron economics, and a fully funded path to Neutron.

2. $ASTS building the direct-to-device broadband layer that turns satellites into cell towers, with BlueBird proving the physics and defense pulling it into long-duration wholesale revenue.

3. $PL monetizing Earth-imaging and analytics for sovereign customers while expanding government-funded constellations that deepen its proprietary data moat.

4. $RDW supplying space-grade hardware and autonomous systems to defense programs, with upside hinging on converting a sizable backlog into revenue.

5. $BKSY selling high-cadence ISR subscriptions differentiated by speed and latency, with strong growth potential but still burning cash to scale capacity.

6. $FLY operating small-lift launch and lunar delivery platforms where execution and cadence stabilization determine whether backlog becomes recurring missions.

7. $FJET developing an air-launched microsat system using supersonic jets, still pre-revenue and competing against established Electron-class launchers.

8. $LUNR positioning itself as a core lunar-services provider for NASA with Nova-C missions validating soft-landing capability, upside tied to repeat cargo contracts and sustained lunar cadence.

9. $SPIR providing subscription space-intelligence data from LEO satellites, targeting >30% growth as government backlog converts into revenue.

10. $SPCE a pre-commercial suborbital spaceflight story with revenue pushed to late 2026 and an unproven model alongside heavy cash burn.

The US is working on a rare earth pricing system with its allies to reduce China’s dominance

Dedollarization is in full swing

- India’s holdings of long-term USTs are down 26% since 2023
- This mirrors the shift from large holders like China
- They are moving to gold to mitigate sanction risk

#Gold is once again becoming the preferred reserve asset.

- This comes at a time when the United States runs ~6% deficits
- Is involved in 2 wars
- Is trying to reshore its industrial base

Dedollarization is a national security threat to the US.

Expect tensions to rise and the current pace of geopolitical events to accelerate.

This is a natural tailwind for precious metals.