Chile, the world’s largest copper-producing country, is peaking.

The only way to raise production slightly would be to add:

- All probable production
- And possible production together

#Copper supply remains dangerously tight and prone to supply disruptions.

The #silver crash was caused by massive paper shorting.

- 1.8 billion oz were traded
- Annual mine production is ~800 million oz of silver
- More than double global mine production was traded in a few hours

Meanwhile, the physical market remains tight, with multiple dealers rationing silver through different mechanisms.

#Copper mining isn’t the bottleneck… processing is.

Most copper is mined outside China, but smelting and refining are not.

- Copper concentrate is globally diversified
- Smelter and refinery capacity is heavily concentrated

Final copper cathode supply depends on who controls processing.

China dominates the choke point.

This matters because:

- Electrification
- Grid upgrades
- Military
- Data centers

All require refined copper, not ore.

Owning mines without processing is leverage for someone else.

To regain independence, the West will need to build alternative smelting and processing supply chains.... a resource-intensive, capital-heavy endeavor.

Thereby increasing demand for natural resources in an industry which has been underinvesting for over a decade in new production.

The great rotation out of tech into hard assets is upon us

#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Gold volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD

#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Silver volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD

#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

G7 Vs. BRICS💰

The Leaders:
🇺🇸US GDP $31.8T
🇨🇳China $20.7T

G7 total $54.5T.
BRICS $34.8T and rising.

• G7 grows slower but richer
• BRICS grow faster but uneven
• Power shifts via growth not dominance

#India stands out 📈 catching up fast.

#China #Trade

$UAMY $SGML $MP
To Be Clear, the $12 Billion Stock Pile Is A New Reserve.

This Is A Second U.S. Reserve Along Side The pentagon Critical Mineral Reserve For National Security.

Code named “ The Vault”, This New Reserve Is For U.S. Private Companies To build The AI Infrastructure, Battery Storage, EVs, Drones, Chips, Servers, etc.

For the Googles, the amazons, the Nvdias, The fords, the GMs, The Apples,
Etc etc.

⭐️This translates to even more demand for scarce assets.

Introducing Project Vault, a critical mineral stockpile for American businesses, unaffected by market disruptions. 💎🇺🇸

NATIONAL DEFENSE STOCK PILE.

1. there is a public official source where you can see what the U.S. government tracks for the National Defense Stockpile, including material types, acquisition plans, and inventory information

2. The Defense Logistics Agency (DLA) got a massive boost from the Big Beautiful Bill.

$UAMY $MP $UUUU
1. Right out of the gates, they intend to start purchasing critical minerals.

2. The Administration already signed up 12+ OEMS.
(Boeing , Google, GM, GE Vernova , Corning )

3. They can go out and spend this $12 Billion quickly.

You guys know about “PAX SILICA” ? India is joining this month. $UAMY $MP $USAR

⭐️1. Pax Silica was originally launched in December 2025, when the first core group of countries signed the Pax Silica Declaration.

⭐️ 2. Pax Silica is a U.S.–led technology and supply-chain alliance focused on securing the materials, manufacturing, and trade routes needed for advanced semiconductors and AI hardware, especially silicon, compound semiconductors, and related CriticalMinerals

⭐️ 3. On January 29–30, 2026, U.S. officials (including Under Secretary of State Jacob Helberg) publicly confirmed that India will join Pax Silica in February 2026.

⭐️ 4.
🟢 INDIA is STRONG in:
• Rare Earths beach sands
• Titanium minerals
• Graphite
• Mica
• Manganese
• Bauxite
• Iron ore
• Coal
• Chromite

🔴 INDIA is NOT rich in:
• Antimony ($UAMY)
• Cobalt
• Nickel
• PGM

• High Grade Lithium
This is why India is joining Pax Silica.

$UAMY

⭐️ PROJECT VAULT
• $10B U.S. EXIM Loans
• $1.67B Private Capital

The strategic reserve is expected to be “THE HIGHLIGHT” of a ministerial meeting on critical minerals that Secretary of State Marco Rubiowill host at the State Department on Wednesday.

• Vice President JD Vance plans to deliver a keynote address at the meeting, which officials from several dozen European, African and Asian nations plan to attend.

• The meeting is also expected to include “THE SIGNING” of several bilateral agreements to improve and coordinate supply chain logistics.

Note: Below are all the nations that UAMY has feedstock deals for Antimony supply.

UAMY is effectively a live foreign feedstock supply pilot model for what Rubio/Vance are promoting.

SpaceX to Merge With xAI

$SIDU & $MNTS
$RDW $UMAC $LUNR $FLY $VOYG $RKLB $SATL $ASTI

⭐️ MNTS
Because of rising threats (anti-satellite weapons, space debris, more crowded orbits), keeping satellites in fixed, passive orbits is increasingly risky.

• Being able to move them to evade threats, reposition for a mission, or adjust coverage is becoming part of long-term national security strategy.

• Momentus announced a partnership with DPhi Space to carry an edge computing payload to orbit that supports AI capabilities and software processing directly in space.

• This mission will let participants deploy and test AI agents and software applications in orbit, which is a pretty notable step toward in-space AI experimentation.

⭐️ SIDU
• LizzieSat Satellite Platform with AI-Enabled Data

•Includes AI-enhanced processing onboard using things like the Orlaith AI ecosystem and edge computing hardware.

• Beyond just building satellites, Sidus integrates AI/ML software and data services as part of its offerings:

• Space-based AI processing for real-time insights

• Machine learning for mission planning and sensor data analysis

MARCO RUBIO, WEDNESDAY FEBRUARY 4TH: $UAMY $CRML $USAR

• On February 4, 2026, Secretary of State Marco Rubio will host the inaugural Critical Minerals Ministerial at the Department of State in Washington, D.C.

• The United States will welcome delegations from to advance collective efforts to strengthen and diversify critical minerals supply chains.

Paper shorts are running out of steam

#Gold up 12% from its lows
#Silver up 22% from its lows

Congratulations to anyone who survived the mass extinction event on Friday.

#Uranium is setting the stage for an upward swing

Most people focus on the spot market, which represents only 15% of the overall market. The term market is where the vast majority of uranium is sold.

Uranium contracts currently being negotiated:

- Floors in the 90s
- Ceilings in the 160s
- A rise of ~20% in the last ~7 months

The floor is higher than the current spot price.

Utilities are still short uranium and, at some point in the near future, will have to enter the market in size.

Uranium is one of my top picks for the long term.

Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD

COMMERCE SEC HOWARD LUTNICK at "Project Vault" mineral reserve announcement: "We are taking back critical minerals. We are taking back mining. We're taking back the auto industry. You're gonna watch us take back pharmaceuticals. We're gonna take back semiconductors. None of this could possibly happen without [Trump's] leadership."

The evolving US critical-minerals strategy runs on three tracks.

🔹Firstly, it introduced White House-driven ‘America First’ deals, focused on deeper state intervention in domestic projects.
🔹 Secondly, it expanded into bilateral agreements overseas, supported by government-backed finance and public-private partnerships.
🔹 Thirdly, the Pax Silica initiative emerged, aiming to combine capital, reserves, processing knowledge, and downstream demand across allied jurisdictions into a coalition of capabilities.

Now increasingly intertwined, all three tracks are geared towards maintaining secure and reliable supply chains and access to critical minerals.