🇺🇸 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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#Silver shortage in Dubai
- Buyers are paying 15% premiums
- Physical inventories are depleted
- When metal appears, it is bought immediately
More importantly, suppliers are unwilling to guarantee future deliveries.
This is what stress looks like in a physical market:
- Rising premiums
- Vanishing inventories
- Uncertain supply timelines
We are witnessing the return of the physical world
- Buyers are paying 15% premiums
- Physical inventories are depleted
- When metal appears, it is bought immediately
More importantly, suppliers are unwilling to guarantee future deliveries.
This is what stress looks like in a physical market:
- Rising premiums
- Vanishing inventories
- Uncertain supply timelines
We are witnessing the return of the physical world
🇨🇭 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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America is strengthening supply chains at home and with our allies to protect our sovereignty and reduce reliance on other nations.
Under President Trump’s America First Agenda, the Administration is leading on critical minerals—investing in American production, breaking choke points, and securing our future.
Under President Trump’s America First Agenda, the Administration is leading on critical minerals—investing in American production, breaking choke points, and securing our future.
🇨🇭 Global One SI - Prompt
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🚨BREAKING: President Trump says Iranian Supreme Leader Khamenei should be "VERY WORRIED" right now
Additional US forces have deployed to the region
#FAFO could play out soon 👀🔥
Additional US forces have deployed to the region
#FAFO could play out soon 👀🔥
China’s chokehold on critical minerals is bullish for all commodities.
- China dominates refining of 19 out of 20 critical minerals
- With an average market share of 70%
- Over 50% of these minerals are now subject to export controls
The world is heavily dependent on Chinese minerals.
Export controls introduced last April forced automotive factories around the world to cut utilization rates or temporarily shut down.
Gaining independence from China is not easy:
- You need to reshore industry
- Expand the grid
- Subsidize mining
In short, this would ignite the mother of all mining bull markets.
- China dominates refining of 19 out of 20 critical minerals
- With an average market share of 70%
- Over 50% of these minerals are now subject to export controls
The world is heavily dependent on Chinese minerals.
Export controls introduced last April forced automotive factories around the world to cut utilization rates or temporarily shut down.
Gaining independence from China is not easy:
- You need to reshore industry
- Expand the grid
- Subsidize mining
In short, this would ignite the mother of all mining bull markets.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Iran needs 💰
but its crude on the water is at an all time high💥
• Exports keep flowing
• Buyers hesitate
• Cargoes slow
• Floating storage builds
Barrels queue.
More oil stays at sea 🚢
Logistics clog.
Discount pressure grows.
#oott #Russia #China #Trump #Iran
but its crude on the water is at an all time high💥
• Exports keep flowing
• Buyers hesitate
• Cargoes slow
• Floating storage builds
Barrels queue.
More oil stays at sea 🚢
Logistics clog.
Discount pressure grows.
#oott #Russia #China #Trump #Iran
👀1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
💥Geopolitical tension is back on the tape
🛢️But the oil market is telling a different story.
📉 US crude inventories fell by 3.5 million barrels last week.
More than expected.
Stocks are now 4% below the 5-year average.
API was even more aggressive.
-11.1 million barrels.
And yet, oil prices:
#Brent below $70/bbl.
#WTI near $65/bbl.
Look deeper into the data.
• Gasoline inventories rose
• Gasoline production fell to 9.0 mb/d
• Distillate inventories down 5.6 mb
• Distillate demand -6.2% YoY
• Total products supplied up 0.9% YoY
This is the key point.
Right now, oil is being pulled in 2 directions.
• Headlines are geopolitical
• Price action is fundamentals-driven
That’s why this moment matters.
We can finally distinguish:
👉 event-driven volatility
from
👉 data-driven pricing
Fear is rising.
#oott #Iran #Trump
🛢️But the oil market is telling a different story.
📉 US crude inventories fell by 3.5 million barrels last week.
More than expected.
Stocks are now 4% below the 5-year average.
API was even more aggressive.
-11.1 million barrels.
And yet, oil prices:
#Brent below $70/bbl.
#WTI near $65/bbl.
Look deeper into the data.
• Gasoline inventories rose
• Gasoline production fell to 9.0 mb/d
• Distillate inventories down 5.6 mb
• Distillate demand -6.2% YoY
• Total products supplied up 0.9% YoY
This is the key point.
Right now, oil is being pulled in 2 directions.
• Headlines are geopolitical
• Price action is fundamentals-driven
That’s why this moment matters.
We can finally distinguish:
👉 event-driven volatility
from
👉 data-driven pricing
Fear is rising.
#oott #Iran #Trump
We have entered the age of #copper.
- EVs use ~4× more copper than internal combustion vehicles
- AI data centers require ~6× more copper than traditional data centers
- The EU’s electrical grid expansion is projected to increase ~75×
Copper demand is surging, while supply remains disappointing.
- EVs use ~4× more copper than internal combustion vehicles
- AI data centers require ~6× more copper than traditional data centers
- The EU’s electrical grid expansion is projected to increase ~75×
Copper demand is surging, while supply remains disappointing.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
We’re extending the Venezuela Volatility to include two new surprise assets: Exxon ($XOM) and Chevron ($CVX). Trade these stocks with up to 50x leverage and the deepest liquidity onchain. Remember, this week Venezuela assets have double the points and half…
Exxon Mobile $XOM is surging as risks over Iran closing 20% of global oil supply through the Straight of Hormuz continue to build.
🇨🇭 Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$ONDS Here Is A Candle Patten / Moving Average Level To Watch: MA100 Day
• The Run Up, Then Pull Back To The 100 Day.
• Again, The Run Up, Now Pulling Back To The 100 Day.
• Watch $8.87, The MA100 Day.
• The Run Up, Then Pull Back To The 100 Day.
• Again, The Run Up, Now Pulling Back To The 100 Day.
• Watch $8.87, The MA100 Day.
MACRO TODAY
🇪🇺 Rate Decision - 08:15 AM ET.
🇺🇸 Initial Jobless Claims - 08:30 AM.
🇺🇸 JOLTS Job Openings - 10:00. AM.
🚨 Prepare for volatility!
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$XAG $SI $SLV
"While higher beta and sentiment-driven flows can amplify short-term volatility, medium-term fundamentals remain supported by demand from solar PV, grid modernisation and electrification themes, which should help cushion downside once positioning and sentiment stabilise,"
— Christopher Wong, FX strategist at OCBC
"While higher beta and sentiment-driven flows can amplify short-term volatility, medium-term fundamentals remain supported by demand from solar PV, grid modernisation and electrification themes, which should help cushion downside once positioning and sentiment stabilise,"
— Christopher Wong, FX strategist at OCBC