Trump is the president #gold bugs always needed

- His volatile character and random tweets
- His trade war on friend and foe
- His military operations
- Him saying international law doesn’t apply to him

All of it is spreading uncertainty across financial markets.

Long #gold is the logical Trump trade.

#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

$NGAS/USD M15 #Indicator #Signal #Trading #GlobalOneAI

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.

🚨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 👀🔥

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.

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.

Exxon Mobile $XOM is surging as risks over Iran closing 20% of global oil supply through the Straight of Hormuz continue to build.

$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 United States works with countries across the Indo-Pacific to establish critical minerals supply chains that are free from dependence on a single, unreliable source, market manipulation, price coercion, and sudden disruptions.

$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

🇪🇺🇨🇳 Reuters: EU wants to create a reserve of strategic raw materials to reduce dependence on China.

The initiative is led by Italy, France and Germany. It involves creating reserves of key raw materials and restricting exports of reusable scrap metal and rare earth waste.

It is assumed that France will finance the purchases, Germany will take care of the resources, and Italy will take care of storage.

China is the world's largest producer of industrial metals and minerals. However, it limits exports of gallium, germanium, molybdenum or antimony, as well as heavy rare earth metals such as dysprosium and terbium.

Europe does not have sufficient processing capacity, and diversification takes a long time. The creation of strategic reserves is considered one of the few available tools to protect the European economy.

Paper silver and physical #silver are at war

- Paper shorts pushed silver prices down 22% in 2 hrs.
- At the same time, the physical market is being drained every day.

The most telling signal is coming from the COMEX.

- Normally only 1–3% of contracts settle physically
- Now we are seeing 100% physical settlement

You can’t build AI data centers or missiles with paper silver.

The world is desperate for real silver.

#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

⚛️ Europe’s Nuclear Power Map Tells a Brutal Story

Nuclear isn’t Europewide.
It’s France centric

• EU total: ~650 TWh
• #France alone: ~380 TWh → ~58% of all EU nuclear
• #Sweden : ~51 TWh
• #Spain : ~55 TWh
• #Finland: ~33 TWh
• Many EU countries: zero nuclear

Europe’s power stability hinges on one country
Nuclear resilience ≠ evenly distributed
When French reactors sneeze, EU power prices catch a cold

Does Europe double down on nuclear expansion or keep outsourcing energy security to markets and weather?
#nuclear #uranium #energy

⚠️ Copper’s Supply Shock Is Coming ⚡

#IEA data shows a primary copper deficit emerging later this decade.

• Mine supply peaks early
• New projects arrive too slowly
• Demand keeps rising across all scenarios

Supply stuck around 26–28 Mt
Demand heads toward 30+ Mt

Copper isn’t rare.
Time is.

Where is the clearing level when the gap opens?

#copper #mineral #mining #metals #energy