🚨 THE MINING WORLD 🇺🇸 vs 🇨🇳 and everyone else is secondary.

⛏️ Chinese companies control 3.7 mt of mining output
⛏️ US companies control ~1.5 mt

• 🇨🇳 China dominates Africa + domestic supply
• 🇺🇸 US exposure is fragmented across the Americas
• Europe barely registers
• Control ≠ geography. It’s ownership.

⚠️ The mineral transition isn’t multipolar.
It’s already US vs China.

Everyone else is negotiating from the middle.

#copper #China #mineral #mining

2026 Metals Outlook:

Antimony (Sb) stands out as the TOP WATCH metal!

🔴 CRITICAL supply tension

China's heavy export restrictions, paired with surging demand from defense (munitions, flame retardants) and solar PV tech, are fueling intense supply chain strain.

Top 100 24h Gainers 🚀

PIPPIN    $0.3865    +47.79%
RIVER      $18.15      +37.31%
STABLE    $0.0232    +27.53%
ASTER      $0.6520    +7.96% 
QNT          $70.27      +4.57% 

Top 100 24h Losers 🔻

CRV          $0.2344    -7.44% 
DCR          $24.41      -7.43% 
APT          $0.9880    -6.22% 
JUP          $0.1462    -5.90% 
MYX          $5.90        -4.86%

#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

🌍 World exports $24.5 TRILLION

• 🇨🇳 #China : $3.6T . the single biggest exporter
• 🇺🇸 U.S.: $2.1T . energy, tech, defense heavy
• 🇪🇺 Europe = a system, not one country
– #Germany $1.75T
– #Netherlands $985B (re-exports matter)
• 🇸🇦 Middle East = energy flows
– Saudi Arabia $610B

This isn’t free trade.
It’s chokepoint economics.

When the next shock hits, disruption won’t be everywhere.
It will hit the hubs.

#trade

$IREN $CLSK $CIFR $BITF $WULF $CRWV | Microsoft is testing superconducting power lines to accelerate AI data center expansion.

The technology delivers high-capacity power with zero resistance and 90% less space, helping meet a 2028 forecast of 12% U.S. electricity consumption.

$AMZN $RKLB $ASTS $LUNR $PL $RDW | Amazon Leo has secured approval to launch 4,500 additional satellites, bringing its planned constellation to over 7,700.

The expansion adds polar coverage and boosts capacity as the service scales its global broadband network.

AST SpaceMobile $ASTS has successfully unfolded BlueBird 6, the largest commercial antenna in LEO at 2,400 square feet.

The satellite supports 120 Mbps speeds and 5G service as the firm targets 45 to 60 launches by the end of 2026 to reach nationwide scale.

Asian retail investors are pilling into #silver

#XPT/USD M15 #Platinum
#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#XPT-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

EU Import Dependence on Critical Raw Materials 🇪🇺

This infographic illustrates the European Union's current reliance on non-EU countries for materials essential to the energy transition and digital economy.

Commodities ripping into the US open.

Let’s see if New York does its usual and crushes them

#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

Wednesday, Feb 11 2026, 12:00 UTC time

📋 US macro & markets
✅ Mixed US data softens dollar, boosts rate‑cut bets — December retail sales came in softer (within WSJ historical range); markets price Fed nearing the finish line. US futures rise ahead of a key jobs report where payrolls are expected to pick up and unemployment to hold at 4.4%. Treasury yields fell ahead of the jobs print. Credit card debt hits record highs, keeping household leverage in focus. Gold and silver gain as yields drop, supporting haven demand. Market implications: softer data = softer dollar, higher gold, Fed‑cut odds priced in.

✅ Key ticks to watch: jobs report, retail sales follow‑through, Treasury yields, gold/silver flows.

🔖 Europe & UK
✅ ECB wage tracker & yields — ECB wage tracker shows negotiated wages leveling below 3%; 2025 headline wages +3.2% with 2026 wage growth seen ~+2.4%, tempering immediate inflation upside. European yields eased: German 10Y down to four‑week low, French OAT at three‑month low, Italian BTP dips to mid‑Jan low; FTSE MIB fell >1%. Euro holds above $1.19 ahead of US jobs data. UK gilt yields fell; pound nears $1.37 as dollar softens and UK political risks ease.

✅ Italy — industrial output -0.4% in December, adding to growth concerns. Risk theme: slower activity + cooling wage pressures = more policy leeway for ECB discussion.

📌 Asia & Pacific
✅ Japan & FX — Yen holds gains after a two‑day rally as haven flows and dollar softness support JPY. Australia — RBA reiterates inflation is too high; hawkish tone keeps AUD relatively firm even as AUS 10Y yield falls to a two‑week low. New Zealand equities slipped. Copper steadies ahead of Lunar New Year; iron‑ore stabilizes on Chinese policy support hopes.

✅ China & diplomacy — Beijing warns it may target French wine if Paris pushes EU tariffs, adding geopolitics to trade risk (relevant for France/EU markets).

🔖 Russia & energy
✅ Russian fuel flows — Diesel exports from Primorsk may fall ~17% m/m in February, a note for energy markets and European supply considerations.

📌 Commodities & safe havens
✅ Gold/silver extend gains as weak US data and lower yields bolster demand; analysts see more upside while bitcoin ETFs continue inflows despite crypto selloff. Copper and base metals steady on seasonal/Chinese demand cues.

Bottom line: Softer US retail sales + dovish Fed expectations = weaker dollar, falling yields, stronger gold and JPY; ECB wage data points to modest wage pressures in Europe; RBA hawkish talk keeps AUD supported despite lower AUS yields; China‑France trade spat and Russian diesel flows add geopolitics to commodity/European supply risks.

Robert Friedland: There is not enough electricity to power America’s high-tech ambitions.

- Everything, including AI, is limited by energy.
- Data centers are consuming the equivalent of Japan’s electricity consumption.
- One ChatGPT search uses 30x more energy than a Google search.

The US is massively short energy.

Meanwhile, energy is the most hated sector within the S&P, while everyone loves AI… there is no AI without energy.

People are delusional.

Energy is the pick-and-shovel approach to AI.

Where the U.S. Gets Its Enriched #Uranium ☢️