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🏭 REINDUSTRIALIZATION & COMMODITIES: THE NEW AMERICAN GRAND STRATEGY A tectonic shift is underway. The U.S. is no longer claiming global leadership—it's retreating to its own hemisphere. Here’s what this means for the future of power, commodities, and industry: THE GRAND STRATEGY: “WESTERN HEMISPHERE” IS THE NEW KEY PHRASE...

20,616 görüntüleme • 6 ay önce •via X (Twitter)

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🔥 UPDATE: M. OLIVER - SILVER MINERS: THE SLEEPING GIANT READY TO EXPLODE 🔥 While gold miners have already surpassed their 2011 highs, silver miners HAVE NOT. This divergence is your map to the next parabolic move. THE TECHNICAL SETUP ✅ Gold Miners (GDX): Already trading WELL above 2011 peaks. ✅ Silver Miners (SIL): Still languishing BELOW their 2011 high ($94). ➡️ Recent price action tested the ~$90 level—the same resistance that capped the 2011 bull market. ⚠️ Key Insight: One more solid break above $90 could trigger a massive technical breakout, unleashing pent-up momentum. WHY SILVER MINERS ARE PRIMED FOR BERSERK GAINS ➡️ Operating Leverage: A move in silver price translates into exponentially higher cash flow for miners. ➡️ Catch-Up Trade: They have vastly underperformed gold miners. Mean reversion is overdue. ➡️ Volatility & Beta: Silver's inherent volatility is amplified in the mining equity space—especially in junior miners. ✅ The Play: Emphasize silver miners and direct exposure to high-potential silver juniors. "Be on the right side of major market moves. It not only builds wealth—it brings peace of mind and freedom. In markets and in life, timing the trend is more important than timing the tick." Current personal portfolio for this commodity supercycle: (No investment advice - DYODD) Silver: $HL $EXK $AG $SCZ $AGMR $SSV $GSVR $ABRA $AAG $MGG $KTN $EQTY Gold: $TUD $GWM $PEX (Copper) Platinum/Gold/Lithium: $SBSW Nickel/Copper/Cobalt/PGE/Rhodium: $PGE.V Lithium: $BRW Uranium/REE: $UUUU Graphene: $HGRAF HT: Momentum Structural Analysis YouTube: Living Your Greatness #Silver #SilverMiners #MiningStocks #Trading #Investing #Commodities #Breakout #JuniorMiners #GDX #SIL

Mark

110,735 görüntüleme • 6 ay önce

$PGE.V - WHY THIS UNDERVALUED PGM STOCK IS A SLEEPER 🚀 Stillwater Critical Minerals ✅ $PGE.V / PNPNF (Stillwater Critical Metals) is a compelling multi-commodity story trading at deeply depressed levels. 💎 It holds one of the best rhodium deposits in the USA, positioning it squarely for the accelerating PGM (Platinum Group Metals) momentum. 🔄 It’s also leveraged to copper and nickel—critical metals with strong structural demand. ⚡ Here’s the hidden catalyst: The Russia-Ukraine dynamic. Russia dominates global supply of nickel, platinum, and palladium. ➡️ A potential resolution could disrupt current trade flows and refocus Western investment into secure, non-Russian sources. North American developers like Stillwater stand to benefit immensely. ➡️ Another catalyst for $PGE.V is the new resource estimate in Q1, which will be significantly larger than before. 📉 Why is it still so cheap? Look at the 5-year chart. These stocks have suffered since the war began in February 2022, as Russia has funded its efforts by selling metals, suppressing prices. 🔍 The underperformance isn’t a company issue—it’s a macro-geopolitical overhang. That creates a potential valuation disconnect. The Bottom Line: This is a high-potential, high-conviction play on geopolitics, critical metals security, and a possible mean reversion in neglected PGM equities. #Mining #Investing #Commodities #PGMs #Rhodium #Nickel #Copper #Geopolitics #Stocks #EnergyMetals $PGE.V $PNPNF

Mark

15,711 görüntüleme • 7 ay önce

This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin

Lukas Ekwueme

33,756 görüntüleme • 6 ay önce

P. Baker: "At the recent LBMA meeting, the consensus was: Physical is king.” Phil Baker, former CEO of Hecla Mining (USA's largest silver producer for 20 years), reveals a seismic shift. The driver of the silver price is no longer Western speculators. ✅ India's demand in October was 60M ounces, up from 15M ounces the prior year—a four-fold increase. ✅ “That is the driver... the underlying price of silver above $45-50 is really coming out of India.” INDUSTRIAL USERS ARE PANICKING Companies are abandoning "just-in-time" supply models and hoarding physical metal. ➡️ US industrial buyers are now securing 6-9 months of inventory ahead of potential tariffs. ➡️ “My advice to them for the past 18 months: don't be short silver. They're finally putting the silver in place.” THE SYSTEM IS SHOWING ITS LIMITS ➡️Recent events prove the physical market now dictates the price. ➡️During the 10-hour CME outage, premiums in Shanghai and India “widened almost instantly.” ➡️“The physical market is driving the financial market in a way it hasn't in my career.” ➡️At the recent LBMA meeting, the consensus was: “Physical is king.” THE SUPPLY CLIFF IS A MATHEMATICAL CERTAINTY ➡️The deficit isn't cyclical; it's structural for the next decade. ➡️Mine supply peaked in 2016 at ~900M ounces and “we will not reach that level again this decade. Realistically, not until 2035.” ➡️Annual deficits are 100-200M ounces. This shortfall can only be filled by metal from investors, as central banks hold negligible silver. ➡️“It requires a much higher price and a lot of [investors] to be mobilised.... We've had low prices for a long time. As a result, you've not had the exploration.” HT: Kitco NEWS Jeremy Szafron #Silver #SilverSqueeze #India #Commodities #Markets #Investing #PMs #SupplyChain

Mark

104,322 görüntüleme • 8 ay önce

BREAKING:🔥 MAJOR DEVELOPMENTS IN THE CARIBBEAN — THE WESTERN HEMISPHERE IS ABOUT TO SHIFT The United States now has extraordinary military power positioned in the Caribbean — and this goes far beyond Venezuela. According to senior Pentagon reporting: • 30% of all deployed U.S. warships are now in the region • The USS Gerald R. Ford carrier strike group is on station • Over 200 Tomahawk cruise missiles are in theater • U.S. Marines are positioned on the USS Iwo Jima and multiple amphibious assault ships • And yesterday, the Chairman of the Joint Chiefs, Gen. Raisin Cain, arrived in Puerto Rico for direct oversight of Operation Southern Spear This is not a symbolic deployment. This is a strategic message. While the world watches Venezuela, U.S. officials are openly acknowledging the real objective: Pushing Russia, China, and Iran OUT of the Western Hemisphere. That is a tectonic shift. For the first time in decades, the United States is preparing to confront the expanding influence of hostile powers across Latin America — including intelligence networks, military cooperation, cyber activity, cartel partnerships, and port access agreements that have quietly grown under Biden. And now? Trump’s foreign policy team is positioning force projection exactly where it’s needed most. This has massive implications: • For global security • For energy stability • For U.S. sovereignty • And for the future balance of power across the entire Western world The message is unmistakable: The era of foreign adversaries embedding themselves in the Americas is over. The question now is whether Russia, China, and Iran take the hint — or test the United States at the worst possible moment. More to come.

Jim Ferguson

315,029 görüntüleme • 8 ay önce

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance

Mark

148,732 görüntüleme • 7 ay önce

I'm really struck by the similarities between what we're witnessing in Europe-US relations and the Sino-Soviet split in the 1960s. The Sino-Soviet split also occurred due to an ideological fracture whereby, after Khrushchev's de-Stalinization and embrace of "peaceful coexistence" with the West, China (the Soviets' junior partner at the time) accused the Soviets of being "revisionist traitors". Khrushchev pursued "peaceful coexistence" in large part to avoid military confrontation and redirect resources toward the Soviet world: his (somewhat deluded) promise to "catch up and overtake" the West economically. Eerily similar here: "peaceful coexistence" is quite literally what Trump is now saying he wants to achieve with Russia, his latest National Security Strategy (NSS) prioritizes the US homeland and the Western hemisphere, and it redefines the competition with China as primarily economic rather than military (the very title of the China chapter in the NSS is "Win the Economic Future, Prevent Military Confrontation", almost verbatim Khrushchev). And Europeans, the junior partners, now explicitly view the U.S. as "revisionists". Listen to Merz 👇 who's now saying that "Pax Americana" is over, "no longer exists" and that there's no point being nostalgic about it because "it is how it is." There's no overstating just how extraordinary it is for a German chancellor, and all the more a CDU chancellor (traditionally the most pro-US party), to say this and frame US-Europe relations as fundamentally adversarial. It's incredibly ironic when you think about it. The war in Ukraine, at its heart, flared up because of the expansion of the transatlantic alliance. And it's now ending up destroying it. I spent the last week analyzing in (probably way too much) depth the U.S.'s new National Security Strategy, how much it differs from previous NSS documents (the answer is: radically!), the root causes behind this immense shift and what it all means for Europe, China, and the world generally. The result is entitled "America's Khrushchev moment": The key question to ask is, if Trump is Khrushchev, who can be Deng?

Arnaud Bertrand

453,710 görüntüleme • 7 ay önce