The Mining Giants That Actually Control Supply in 2025 ⛏️⚡

This is the real power list;

• $BHP
• $SNP (China Shenhua)
• $RIO
• $VALE
• $GLEN
• $SCCO
• $NEM
• $MAADEN
• $ZIJMF
• $FMG

Whoever owns these names.
Owns the global bottlenecks.

#mining #minerals #Metals

OUTPERFORMING TODAY WITH +10% GAINS IN THE CRITICAL MINERAL / RARE EARTH SPACE

$NB +15% 4.1M Vol
$UUUU +14.2% 9.5M Vol
$USAR +13.5% 28.7M Vol
$AREC +13.5% 4M Vol
$UAMY +13.3% 10.1M Vol
$TMQ +11.6% 2.9M Vol
$CRML +11.4% 12.75M Vol
$BLBX +10% 64k Vol

Export-Import Bank President #JJovanovicUSA on Project Vault — the first ever strategic critical minerals reserve in U.S. history: "It creates a public-private partnership formula we think is uniquely suited and puts America’s best foot forward. It brings together our robust capital markets, which are the deepest and the best in the world. But it also brings in the original equipment manufacturers... they’re the ones making the long-term financial commitment to it."

Here is who has current EXIM loans waiting for approval for a near term catalyst.

$TII $120M
• EXIM has approved a $15.8M
• EXIM also issued a Letter of Interest for up to $120 million more
• Titan also secured a $5.5M EXIM MMIA

$AREC $150M
EXIM LOI for up to $150 million (ReElement)

$NB $800M
Final commitment from EXIM is still pending

$PPTA $2B
Under EXIM review

$CRML $120M
final approval is still pending

$ABAT $900M
preliminary, LOI issued → financing still pending final approval.

$SLI $1B
EXIM is in SLI $1B pipeline for financing Arkansas

$FEAM
FEAM is involved in a contingent arrangement with EXIM . No amount disclosed.

$BLBX $200M
secured a $200 million Letter of Interest (LOI) from the U.S. Export-Import Bank

There’s a 91% chance we get no rate cut at the next FOMC in March.

Keep an eye on these odds, they are absolutely crucial for crypto.

Top 100 24h Gainers 🚀

OHM      $23.17        +28.16%
XAUt    $4955.00    +10.45%
PAXG    $4975.00    +9.41% 
STX      $0.3163      +8.51% 
LEO      $8.84          +3.82% 

Top 100 24h Losers 🔻

XMR      $375.56      -7.91% 
OP        $0.2167      -7.28% 
ZEC      $277.84      -6.75% 
CHZ      $0.0439      -5.22% 
MNT      $0.7035      -5.20%

#URANIUM #URA/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Global X Uranium ETF
$URA volatility can move fast. Leverage magnifies it.

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

#Gold is the ultimate safe-haven asset

While most people track the USD price of gold, they often forget other currencies.

- Gold in Indian rupees is up 5x over the last 5 years
- Gold in USD is up 1.6x over the same period

#Gold has been attractive in USD terms, but it has been a lifesaver in less stable currencies.

Citadel CEO: The area of recklessness is government spending around the world

- All governments are spending above their means
- The only hope to overcome this crisis is AI productivity gains

But the constraint for AI is not capital, but resources like:

- Energy
- Critical minerals
- China controls the latter, while the US is short on the former.

The only true savior in our current situation is #gold and hard assets.

The Reset Is Underway:
When Donald Trump returned from Davos, the so-called globalist safe haven, something shifted.
On Friday, three things happened that, taken together, mark the opening phase of a full systemic reset.
First, a massive release of Epstein-related documents dropped into the public domain, not as a controlled narrative, but as a data dump. Disturbing, compromising, and politically radioactive, they landed at the exact moment power centers were already under strain.
Second, the precious metals market experienced the largest one-day drop in history. Gold and silver didn’t slide, they were dumped. Hard. And not by everyday people, but by leveraged funds and speculators who had crowded into metals on geopolitical fear trades.
Third, beneath the surface and largely unreported, an extraordinary arbitrage opened between the Chinese, London, and U.S. precious-metals markets, the kind of dislocation that only appears when something deeper is breaking.
Most people stopped at the headlines. That’s the mistake.
Because while eyes were darting between Epstein files, Iran war chatter, and flashing red market tickers, the real reset was taking place somewhere far less emotional and far more dangerous: the U.S. dollar system itself.
That same Friday, Trump moved to reshape the nerve center of global finance by nominating a new Federal Reserve chair, a signal that monetary policy as we’ve known it since 2008 is coming to an end. This wasn’t just a personnel change. It was a declaration of intent.
The Federal Reserve’s post-financial-crisis era, endless stimulus, ballooning balance sheets, financialization over production, is being challenged directly. The new direction is clear: shrink the Fed’s balance sheet, unwind debt, force capital back into real economic activity, and abandon the illusion that asset inflation equals prosperity.
That means something most Americans aren’t prepared to hear: the United States is entering a deliberately weaker-dollar era.
Not because of incompetence. Not because of inflation denial. But because the global landscape has changed.
For decades, a strong dollar made sense because America outsourced production, imported goods, and used financial dominance to maintain leverage. That model hollowed out the middle class while enriching elites who arbitraged cheap labor abroad and cheap money at home.
That model is over.
The United States is now the world’s largest producer of oil and natural gas. The petrodollar system, long centered in the Middle East and enforced through endless conflict, has effectively migrated home. Energy leverage no longer requires foreign entanglements. It sits beneath American soil.
That single fact changes everything.
A weaker dollar now serves U.S. interests by making American manufacturing competitive again, forcing capital back into domestic production, and breaking the cycle of debt-driven consumption. This isn’t about debasing the currency. It’s about rebalancing power.
But there’s a cost.
Foreign holders of U.S. Treasuries will not tolerate shrinking bond values and collapsing yields forever. They will sell. And when they do, that debt doesn’t disappear, it comes home. Pension funds, domestic institutions, and Americans themselves will be left holding it.

That’s the gamble.
And it’s why what we’re seeing isn’t chaos, it’s controlled volatility.
The precious metals crash wasn’t a collapse of confidence. It was a liquidation of speculative excess. As U.S.–China tensions flared, money rushed into gold and silver as hedges. When diplomacy cooled, those same leveraged positions were unwound violently.
The “panic” wasn’t retail fear, it was Wall Street taking profits.
Meanwhile, China quietly reminded the world where its leverage still lies: resource chokepoints.
Energy is China’s Achilles’ heel. It imports more oil than any country on Earth. It cannot function without secure flows. When Venezuela’s oil moved under U.S. control, Beijing responded not with missiles, but with metals, tightening silver exports and signaling future resource pressure.
This is what modern war looks like. No bombs. No flags. Just supply chains, currency stress, and market shocks.
And this is where the final piece comes into focus: the political one.
None of this works unless Americans tolerate instability long enough to see results. And Trump’s team understands that reality brutally well. People don’t vote on ideology. They vote on rent, gas, groceries, and jobs.
That’s why you’re seeing talk of housing intervention, constraints on Wall Street’s ownership of single-family homes, targeted tariffs, veteran dividends, and energy-price suppression.
These aren’t random populist gestures. They’re pressure valves, designed to buy time while a structural shift plays out.
Will it work? No one honestly knows.
This could stabilize the U.S. economy for a generation, or it could detonate under its own weight. What’s clear is that pretending nothing is happening is no longer an option.
The old system, Clinton, Bush, Obama, Biden, rewarded globalization, punished domestic labour, inflated assets, and called it success. This new system rejects that premise entirely.
You don’t have to love it. You don’t have to trust it. You don’t have to worship anyone involved.
But you do need to understand it.
Because this isn’t theoretical anymore.
The reset isn’t coming.
It’s already underway.

TOP 3 PERFORMING SECTORS:

1. Oil & Gas “EQUIPMENT”
MTD: 20.74%
QTD: 20.74%
3M: 22.56%
12M: 26.3%
$ESOA $KLXE $HLX $OIS $MMLP

2. Metals & Mining:
MTD: 14.64%
QTD: 14.64%
3M: 23.21%
12M: 102.06%
$UAMY $USAR $CRML $NB $AREC

3. Aerospace & Defense
MTD: 13.36%
QTD: 13.36%
3M: 9.92%
12M: 57.11%
$RDW $RCAT $ONDA $DPRO $AIRO

Here is the list:

1 Comtech Telecommunications $CMTL
Momentum: A+, Valuation: B

2 CPS Technologies $CPSH Momentum: A+, Valuation: B-

3 Hut 8 $HUT
Momentum: A+, Valuation: B

4 Micron Technology $MU
Momentum: A+, Valuation: B-

5 Vistance Networks $VISN
Momentum: A+, Valuation: B+

6 Viasat $VSAT
Momentum: A+, Valuation: A-

7 Kimball Electronics $KE Momentum: A, Valuation: A

8 Netlist $NLST
Momentum: A, Valuation: B

9 ON24 $ONTF
Momentum: A, Valuation: B-

10 Photronics $PLAB Momentum: A, Valuation: A-

🏆Gold doesn’t love recessions
It loves what comes after ⚖️

Look at the pattern.

In recessions #GOLD is mixed.

After recessions Gold tends to work ✨

• Growth shocks hit everything
• Liquidity tightens first
• Then rates peak
• Then gold re-prices

Gold isn’t a crash hedge, It’s a policy hedge.

Stocks price earnings Gold prices responses.

Are we closer to the shock or to the policy response that follows?

#Metals

#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

Over the weekend, Chinese $COPPER manufactures "bought the dip", stepping into the market for the first time in weeks as futures dipped 12% from the peak.

Bloomberg reported that post Lunar holiday production needs had some buying "hand-to-mouth" around the 100,000 yuan ($14,400) level.

The disconnect between physical and futures (paper) markets has been the subject of much debate in $GOLD, $SILVER and $COPPER markets.

🚨China calls for communication on critical minerals

As the EU and US discuss cutting reliance.

That tells you enough.

• Supply chains are concentrated
• Minerals equal power
• Stability language masks control

When dependency is strategic “Cooperation” becomes pressure

No one wants disruption.
Everyone wants optionality.

Is this about keeping markets stable or about slowing diversification before it’s too late?

#china #mining #minerals #metals

#Gold above $5K.
#Silver near $90.

At these prices, gold and silver miners are printing cash.