🇨🇭 Global One SI - Prompt
$ONDS 🤯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel 120kmh! I’m in awe of this company. Beyond incredible resupply, endurance, and missile/javelin capabilities, the Blue UAS-certified DT…
DRONES: $ONDS $RDW $RCAT $UAVS $AIRO $DPRO
The Pentagon is asking 25 companies to demo their unmanned one-way attack drones at an upcoming evaluation event that will help determine a future prototype buy,
The Pentagon is asking 25 companies to demo their unmanned one-way attack drones at an upcoming evaluation event that will help determine a future prototype buy,
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🇨🇭 Global One SI - Prompt
$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.
$UAMY $USAR $CRML
• Critical Minerals
The US plans to announce as many as 11 bilateral trade agreements
• Critical Minerals
The US plans to announce as many as 11 bilateral trade agreements
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$UAMY $USAR $NB
The EU's critical minerals
list includes 34 raw materials, of which 17 are designated Strategic Raw Materials because they are deemed most essential for the green and digital transition, as well as for defence and aerospace.
The EU's critical minerals
list includes 34 raw materials, of which 17 are designated Strategic Raw Materials because they are deemed most essential for the green and digital transition, as well as for defence and aerospace.
👀1
Shanghai #silver: $105
Western silver price: $90
Shanghai premium: $15
China’s silver demand remains strong.
Western silver price: $90
Shanghai premium: $15
China’s silver demand remains strong.
🇨🇭 Global One SI - Prompt
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…
$CRML Greenland's Foreign Minister, Vivian Motzfeldt, has expressed optimism about reaching a diplomatic agreement with the United States
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#SILICON
$GSIT
• Designs & sells SRAM memory chips (silicon CMOS)
• Customers: defense, networking, HPC, radar systems
$QUIK
• eFPGA + ultra-low-power SoCs
• Manufactures custom silicon used in:
– edge AI
– wearables
– industrial IoT
• Uses standard CMOS silicon processes
$MX
Pure silicon analog/power ICs
$HIMX
silicon IC designer
$MXL
Silicon RF & broadband ICs
$GSIT
• Designs & sells SRAM memory chips (silicon CMOS)
• Customers: defense, networking, HPC, radar systems
$QUIK
• eFPGA + ultra-low-power SoCs
• Manufactures custom silicon used in:
– edge AI
– wearables
– industrial IoT
• Uses standard CMOS silicon processes
$MX
Pure silicon analog/power ICs
$HIMX
silicon IC designer
$MXL
Silicon RF & broadband ICs
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸 US produces 20 million bpd of oil🛢️
Nearly double 🇸🇦Saudi + 🇷🇺Russia combined
That’s output.
But output does something else.
Cheap, reliable supply fuels industry 🛡️
Export status gives Washington a seat at every table 🗡️
Access, not ownership, becomes the weapon
Energy dominance is strategy.
When you control flow and access,
you don’t just sell barrels.
You shape alliances.
You influence markets.
#oott #Russia #China #Trump #Iran
Nearly double 🇸🇦Saudi + 🇷🇺Russia combined
That’s output.
But output does something else.
Cheap, reliable supply fuels industry 🛡️
Export status gives Washington a seat at every table 🗡️
Access, not ownership, becomes the weapon
Energy dominance is strategy.
When you control flow and access,
you don’t just sell barrels.
You shape alliances.
You influence markets.
#oott #Russia #China #Trump #Iran
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 How US Just Captured 15 Million bpd of China’s Lifeline?
🇻🇪Venezuela's exports jumped 60% in 30 days but now flow through US licensed channels.
🇮🇳India is pivoting away from Russian crude toward American push.
🇮🇷Iran faces a choice: accept US-supervised nuclear oversight, or watch Hormuz tensions keep China's import costs elevated.
Every path leads to the same outcome...
🇨🇳China pays more for energy, no matter what happens next.
#oott #Venezuela #China #Iran #India #Russia #Trump
🇻🇪Venezuela's exports jumped 60% in 30 days but now flow through US licensed channels.
🇮🇳India is pivoting away from Russian crude toward American push.
🇮🇷Iran faces a choice: accept US-supervised nuclear oversight, or watch Hormuz tensions keep China's import costs elevated.
Every path leads to the same outcome...
🇨🇳China pays more for energy, no matter what happens next.
#oott #Venezuela #China #Iran #India #Russia #Trump
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Metals are reacting⚠️
#GOLD $4,980
Up +0.7%
#Silver $89.6
Up +5.3%.
Same trigger....Iran tension?
Drone headlines from yesterday
• Geopolitical risk spikes
• Volatility jumps
• Silver amplifies & Gold stabilizes
💡Gold absorbs fear, Silver trades fear.
This is risk premium snapping back.
Is this a one-day shock or the start of another volatility leg?
#metals #Iran
#GOLD $4,980
Up +0.7%
#Silver $89.6
Up +5.3%.
Same trigger....Iran tension?
Drone headlines from yesterday
• Geopolitical risk spikes
• Volatility jumps
• Silver amplifies & Gold stabilizes
💡Gold absorbs fear, Silver trades fear.
This is risk premium snapping back.
Is this a one-day shock or the start of another volatility leg?
#metals #Iran
#Copper deficits are increasing.
By 2040:
- Copper demand surges to ~9 Mt
- Copper supply is expected to fall by ~1 Mt
- Leading to a ~10 Mt copper deficit
Copper prices are set to rise even further.
By 2040:
- Copper demand surges to ~9 Mt
- Copper supply is expected to fall by ~1 Mt
- Leading to a ~10 Mt copper deficit
Copper prices are set to rise even further.
🇺🇸 US macroeconomic data:
▪️ ISM Non-Manufacturing PMI (January)
FACT: 53.8
FORECAST: 53.5
PREVIOUS.: 53.8
▪️ ISM Non-Manufacturing Business Activity Index (January)
FACT: 57.4
PREVIOUS.: 55.2
▪️ ISM Non-Manufacturing Employment Index (January)
FACT: 50.3
FORECAST: 52.3
PREVIOUS.: 51.7
▪️ ISM Non-Manufacturing PPI (January)
FACT: 66.6
PREVIOUS.: 65.1
▪️ ISM Non-Manufacturing PMI (January)
FACT: 53.8
FORECAST: 53.5
PREVIOUS.: 53.8
▪️ ISM Non-Manufacturing Business Activity Index (January)
FACT: 57.4
PREVIOUS.: 55.2
▪️ ISM Non-Manufacturing Employment Index (January)
FACT: 50.3
FORECAST: 52.3
PREVIOUS.: 51.7
▪️ ISM Non-Manufacturing PPI (January)
FACT: 66.6
PREVIOUS.: 65.1
🇨🇭 Global One SI - Prompt
$UAMY $USAR $NB $CRML All Eyes On DC: Key Schedule & Events for Today (Feb 4, 2026): •9:00 a.m. EST: Opening remarks by Vice President J.D. Vance, Secretary of State Marco Rubio, and other officials. •Morning/Early Afternoon: The summit brings together…
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🚨 #VP invites allies to form a critical minerals trading bloc: "For those of you who join, we offer you a necessary foundation for private financing, and secure access to the critical mineral supplies your nation would require in an emergency or some other contingency."
🇨🇭 Global One SI - Prompt
$UAMY $USAR $NB $CRML All Eyes On DC: Key Schedule & Events for Today (Feb 4, 2026): •9:00 a.m. EST: Opening remarks by Vice President J.D. Vance, Secretary of State Marco Rubio, and other officials. •Morning/Early Afternoon: The summit brings together…
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"I don’t need to explain to anybody here that critical minerals are vital to the devices that we use every single day. They power our infrastructure, our industry, and our national defense … Our goal is to have a global market that's secure, a global supply that's enduring and is available to everyone, every nation, at an affordable price.”
– #SecRubio
– #SecRubio
The biggest #uranium producer won’t flood the market
- Kazatomprom accounts for 40% of global uranium production
- Its production growth suppressed global uranium prices
- The company is now facing depletion problems and acid shortages
This has forced a shift from volume to value.
In line with that new focus, Kazatomprom reduced its 2026 guidance by 8 mlbs.
That reduction alone equals roughly 40% of Cameco’s annual production, the world’s 2nd biggest uranium producer.
We are in a unique situation.
The largest uranium producer is set to decline in the coming years, while demand by 2040 is expected to double as major countries increase consumption.
#Uranium prices could go crazy.
- Kazatomprom accounts for 40% of global uranium production
- Its production growth suppressed global uranium prices
- The company is now facing depletion problems and acid shortages
This has forced a shift from volume to value.
In line with that new focus, Kazatomprom reduced its 2026 guidance by 8 mlbs.
That reduction alone equals roughly 40% of Cameco’s annual production, the world’s 2nd biggest uranium producer.
We are in a unique situation.
The largest uranium producer is set to decline in the coming years, while demand by 2040 is expected to double as major countries increase consumption.
#Uranium prices could go crazy.
👀1
🇨🇭 Global One SI - Prompt
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