🇨🇭 Global One SI - Prompt
A historic natural resource bull market is no longer optional... it’s inevitable. The trade war with China made one reality impossible to ignore: the Western economic model broke itself. By offshoring production for margin expansion, the US traded efficiency…
🚨 A FIGHTER JET RUNS ON CRITICAL MINERALS
Titanium,Nickel, Gallium,Rare earths, Lithium...
Now the 🇺🇸 problem:
China dominates:
• Rare earth processing
• Gallium supply
• Key battery minerals
The same materials inside US advanced aircraft.
Defense strength = supply chain strength.
If flows tighten, production slows.
Energy independence was phase one.
Mineral independence is next.
#minerals #rareearth #China
Titanium,Nickel, Gallium,Rare earths, Lithium...
Now the 🇺🇸 problem:
China dominates:
• Rare earth processing
• Gallium supply
• Key battery minerals
The same materials inside US advanced aircraft.
Defense strength = supply chain strength.
If flows tighten, production slows.
Energy independence was phase one.
Mineral independence is next.
#minerals #rareearth #China
🇨🇭 Global One SI - Prompt
Anthropic’s Claude was utilized in the U.S. military operation to capture Nicolás Maduro via its partnership with $PLTR Palantir.
Artificial intelligence is already being weaponised, and it is unclear whether defences can be adapted fast enough to maintain stability.
The US is facing a fiscal crisis.
- Government debt has grown ~8% per year since 2000
- That implies debt doubles roughly every 9 years
- With each recession, the slope has steepened
This trajectory isn’t sustainable.
Meanwhile...
- Trade wars
- Seizure of Russian assets
- Record peace time deficits
Has led foreign central banks to choose gold over USTs.
So at the exact moment the US needs foreign buyers the most,
they’re opting out.
- Government debt has grown ~8% per year since 2000
- That implies debt doubles roughly every 9 years
- With each recession, the slope has steepened
This trajectory isn’t sustainable.
Meanwhile...
- Trade wars
- Seizure of Russian assets
- Record peace time deficits
Has led foreign central banks to choose gold over USTs.
So at the exact moment the US needs foreign buyers the most,
they’re opting out.
🔥1
SPUT is slowly squeezing the #uranium market
- In 2025, SPUT bought more uranium than in the preceding 2 yrs
- It now holds a total of 75 mln lbs
That is equivalent to ~50% of global annual mine production.
Uranium supply is already constrained, deficits are widening, and new production takes years to come online. Each pound SPUT removes is a pound unavailable to utilities.
SPUT is a uranium bull’s best friend.
- In 2025, SPUT bought more uranium than in the preceding 2 yrs
- It now holds a total of 75 mln lbs
That is equivalent to ~50% of global annual mine production.
Uranium supply is already constrained, deficits are widening, and new production takes years to come online. Each pound SPUT removes is a pound unavailable to utilities.
SPUT is a uranium bull’s best friend.
Cost of Living Index 2026 🌍
(NYC = 100 baseline)
💰 Most Expensive Countries
🇧🇲 Bermuda — 123.5
🇰🇾 Cayman Islands — 97.9
🇨🇭 Switzerland — 84.3
🇻🇮 U.S. Virgin Islands — 82.5
🇸🇬 Singapore — 81.2
💸 Least Expensive Countries
🇱🇾 Libya — 12.3
🇪🇬 Egypt — 13.8
🇲🇬 Madagascar — 15.8
🇸🇾 Syria — 16.1
🇮🇷 Iran — 16.2
🌏 Major Economies
🇺🇸 United States — 56.3
🇬🇧 United Kingdom — 51.9
🇦🇺 Australia — 52.7
🇨🇳 China — 21.5
🇮🇳 India — 12.4
📊 Global Median — 30.9
(NYC = 100 baseline)
💰 Most Expensive Countries
🇧🇲 Bermuda — 123.5
🇰🇾 Cayman Islands — 97.9
🇨🇭 Switzerland — 84.3
🇻🇮 U.S. Virgin Islands — 82.5
🇸🇬 Singapore — 81.2
💸 Least Expensive Countries
🇱🇾 Libya — 12.3
🇪🇬 Egypt — 13.8
🇲🇬 Madagascar — 15.8
🇸🇾 Syria — 16.1
🇮🇷 Iran — 16.2
🌏 Major Economies
🇺🇸 United States — 56.3
🇬🇧 United Kingdom — 51.9
🇦🇺 Australia — 52.7
🇨🇳 China — 21.5
🇮🇳 India — 12.4
📊 Global Median — 30.9
🚨 COPPER STOCKS JUST PASSED 1 MILLION TONNES
Supply keeps rising.
• 1,012 kt on exchanges
• 19 weeks of builds in a row
• +45 kt this week
• Shanghai and LME both up
Usually activity slows before 🇨🇳 Lunar New Year.
But this time inventories are already high.
If stocks stay elevated:
• Prices struggle to rally
• Spreads weaken
• Bulls need a new demand or supply shock
Right now, copper looks well supplied.
#copper #China #Metals #minerals
Supply keeps rising.
• 1,012 kt on exchanges
• 19 weeks of builds in a row
• +45 kt this week
• Shanghai and LME both up
Usually activity slows before 🇨🇳 Lunar New Year.
But this time inventories are already high.
If stocks stay elevated:
• Prices struggle to rally
• Spreads weaken
• Bulls need a new demand or supply shock
Right now, copper looks well supplied.
#copper #China #Metals #minerals
🚨 DATA CENTERS ARE BECOMING A POWER GIANT
AI is reshaping US electricity demand.
• 0.5% of US power in 2004
• 2% by 2016
• 4% in 2022
• 7%+ in 2025
This is structural.
More data centers = more gas, more pipelines, more LNG.
Now connect the dots.
One 💰 company owns 25% of a key pipeline behind:
→ US LNG exports. +67% by 2030
→ Texas AI power demand. +163% data center growth
America controls the flow.
This company owns part of the bottleneck.
Don’t miss it.
#oott #energy #LNG #NatGas #AI
AI is reshaping US electricity demand.
• 0.5% of US power in 2004
• 2% by 2016
• 4% in 2022
• 7%+ in 2025
This is structural.
More data centers = more gas, more pipelines, more LNG.
Now connect the dots.
One 💰 company owns 25% of a key pipeline behind:
→ US LNG exports. +67% by 2030
→ Texas AI power demand. +163% data center growth
America controls the flow.
This company owns part of the bottleneck.
Don’t miss it.
#oott #energy #LNG #NatGas #AI
🇨🇭 Global One SI - Prompt
$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE | NASA Administrator Jared Isaacman is accelerating nuclear space propulsion and lunar reactor deployment to secure American superiority. "The Chinese said they’re going to do it, we’re going to do it first."
$ASTI $RKLB $ASTS $LUNR $RDW $VOYG | SpaceX and Blue Origin are the primary commercial drivers in this new era, with Elon Musk’s recent pivot to Moonbase Alpha and Jeff Bezos’s focus on his Blue Moon lander to secure dominance before China’s 2030 mission.
💥 THE WORLD’S RESOURCE POWER MAP
Underground wealth in $ trillions.
• 🇷🇺 #Russia $75T
• 🇺🇸 US $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T
• 🇮🇶 Iraq $16T
• 🇻🇪 #Venezuela $14T
This is oil, gas, coal, #copper, rare earths, uranium.
Geology shapes geopolitics.
Countries with reserves hold leverage.
Underground wealth in $ trillions.
• 🇷🇺 #Russia $75T
• 🇺🇸 US $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T
• 🇮🇶 Iraq $16T
• 🇻🇪 #Venezuela $14T
This is oil, gas, coal, #copper, rare earths, uranium.
Geology shapes geopolitics.
Countries with reserves hold leverage.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 US WANTS TO CUT IRANIAN OIL TO CHINA
Maximum pressure is back on the table.
• US + Israel aligned on tightening Iran oil flows
• Target = Iranian exports to China
• Iran ships 1.5 mb/d, mostly to China
• Much moves via shadow fleets
Why it matters?
• China is Iran’s lifeline buyer
• Cutting that flow hits Tehran’s revenue
• Enforcement risk rises for traders + insurers
This is supply risk.
If enforcement intensifies:
• Iranian barrels disappear from “visible” market
• China refiners scramble for alternatives
• Heavy crude differentials tighten
• Oil risk premium returns
The market sees surplus.
Policy can erase barrels overnight.
#China #Iran #oott
Maximum pressure is back on the table.
• US + Israel aligned on tightening Iran oil flows
• Target = Iranian exports to China
• Iran ships 1.5 mb/d, mostly to China
• Much moves via shadow fleets
Why it matters?
• China is Iran’s lifeline buyer
• Cutting that flow hits Tehran’s revenue
• Enforcement risk rises for traders + insurers
This is supply risk.
If enforcement intensifies:
• Iranian barrels disappear from “visible” market
• China refiners scramble for alternatives
• Heavy crude differentials tighten
• Oil risk premium returns
The market sees surplus.
Policy can erase barrels overnight.
#China #Iran #oott
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🇺🇸 The evolution of arms transfers from the United States to different countries since 1950.
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Cameco CEO: Ontario is the greatest story in nuclear history.
- Increased renewable share led to higher electricity costs
- Ontario course-corrected and refurbished its nuclear reactors
- Now it wants to build 14 GW of nuclear capacity
- For comparison, the US wants to build 10 GW
We have entered the age of nuclear.
- Increased renewable share led to higher electricity costs
- Ontario course-corrected and refurbished its nuclear reactors
- Now it wants to build 14 GW of nuclear capacity
- For comparison, the US wants to build 10 GW
We have entered the age of nuclear.
🚨 THE WORLD RUNS THROUGH 8 STRAITS
Trade, Oil, LNG, Military power.
Key chokepoints:
• Malacca ~25% of global traded goods
• Hormuz ~25% of global oil, ~⅓ of LNG
• Singapore ~50% of global seaborne trade
• Gibraltar Atlantic ↔ Mediterranean
• Bosphorus Black Sea outlet
• Magellan Atlantic ↔ Pacific backup
• Bering Arctic gateway
• Bass Australian passage
These are pressure points.
Close Hormuz... Oil spikes.
Disrupt Malacca... Asia freezes.
Block Bosphorus... Black Sea trade halts.
Geopolitics isn’t abstract.
It’s maritime geometry.
#oott #commodity #trade
Trade, Oil, LNG, Military power.
Key chokepoints:
• Malacca ~25% of global traded goods
• Hormuz ~25% of global oil, ~⅓ of LNG
• Singapore ~50% of global seaborne trade
• Gibraltar Atlantic ↔ Mediterranean
• Bosphorus Black Sea outlet
• Magellan Atlantic ↔ Pacific backup
• Bering Arctic gateway
• Bass Australian passage
These are pressure points.
Close Hormuz... Oil spikes.
Disrupt Malacca... Asia freezes.
Block Bosphorus... Black Sea trade halts.
Geopolitics isn’t abstract.
It’s maritime geometry.
#oott #commodity #trade
🚨 NUCLEAR JUST HIT A NEW RECORD
And it’s climbing again.
• 2025 = highest global nuclear generation ever
• Set to rise steadily through 2030
• China driving most of the growth
• US stable... EU recovering
Post-2011 dip is over.
Asia is scaling reactors fast.
Why it matters:
• AI + data centers need baseload power
• Nuclear = zero-carbon + reliable
• Uranium demand strengthens structurally
This isn’t a nostalgia trade.
Nuclear is back in the energy mix.
#energy #nuclear #uranium #China
And it’s climbing again.
• 2025 = highest global nuclear generation ever
• Set to rise steadily through 2030
• China driving most of the growth
• US stable... EU recovering
Post-2011 dip is over.
Asia is scaling reactors fast.
Why it matters:
• AI + data centers need baseload power
• Nuclear = zero-carbon + reliable
• Uranium demand strengthens structurally
This isn’t a nostalgia trade.
Nuclear is back in the energy mix.
#energy #nuclear #uranium #China
OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale."
Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI
Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D
Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE
Energy: $TE, $FSLR, $NRG
This is a tailwind reiterated for these companies.
And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR.
The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy.
OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities.
Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race.
Their message: Invest in American Energy.
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale."
Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI
Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D
Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE
Energy: $TE, $FSLR, $NRG
This is a tailwind reiterated for these companies.
And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR.
The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy.
OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities.
Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race.
Their message: Invest in American Energy.
⚡️Energy Demand
2024
• Fossil fuels: 79.8%
• Renewables: 15.4%
• Nuclear: 4.8%
2050 (projection)
• Fossil fuels: 67.1%
• Renewables: 26.3%
• Nuclear: 6.6%
Even in 2050,
Oil + gas + coal still dominate.
Oil barely moves.
Gas grows.
Coal declines but remains material.
The transition is additive.
Not subtractive.
Hydrocarbons don’t disappear.
They get supplemented.
That has huge implications for oil, LNG and mining capital cycles.
#oott #LNG #coal
2024
• Fossil fuels: 79.8%
• Renewables: 15.4%
• Nuclear: 4.8%
2050 (projection)
• Fossil fuels: 67.1%
• Renewables: 26.3%
• Nuclear: 6.6%
Even in 2050,
Oil + gas + coal still dominate.
Oil barely moves.
Gas grows.
Coal declines but remains material.
The transition is additive.
Not subtractive.
Hydrocarbons don’t disappear.
They get supplemented.
That has huge implications for oil, LNG and mining capital cycles.
#oott #LNG #coal
#Gold is at the heart of modern portfolio construction.
- Ray Dalio: Investors should have a 5–15% gold allocation
- Morgan Stanley: It should be more like 20%
- Bank of America: Nah, 30% is rational
- Average portfolio manager: I am at 1.9%
Despite gold’s record price rally, almost no one has a meaningful gold allocation.
We are witnessing a paradigm shift in portfolio construction, away from the traditional 60% equity / 40% bond portfolio and toward an equity / gold standard portfolio.
This bull market is far from over.
- Ray Dalio: Investors should have a 5–15% gold allocation
- Morgan Stanley: It should be more like 20%
- Bank of America: Nah, 30% is rational
- Average portfolio manager: I am at 1.9%
Despite gold’s record price rally, almost no one has a meaningful gold allocation.
We are witnessing a paradigm shift in portfolio construction, away from the traditional 60% equity / 40% bond portfolio and toward an equity / gold standard portfolio.
This bull market is far from over.
#Copper’s supply is fundamentally broken.
- By 2040, the world needs an additional 14Mt of annual copper supply
- ~50% more than today’s output
- projected deficits alone approach ~10Mt
That scale of expansion is unprecedented.
To understand how extreme this is, consider the math:
- Humanity has mined ~700 Mt of copper in total history
- Over the next 14 years, we must mine ~525Mt more
- That's equivalent of adding 10 of the world biggest copper mine
You cannot compress thousands of years of copper extraction into a single decade.
- By 2040, the world needs an additional 14Mt of annual copper supply
- ~50% more than today’s output
- projected deficits alone approach ~10Mt
That scale of expansion is unprecedented.
To understand how extreme this is, consider the math:
- Humanity has mined ~700 Mt of copper in total history
- Over the next 14 years, we must mine ~525Mt more
- That's equivalent of adding 10 of the world biggest copper mine
You cannot compress thousands of years of copper extraction into a single decade.