Syz the moment

Crude Oil plunges to its lowest price in almost 5 years 📉📉 Source: Barchart

Source: Barchart

Source: J-C Parets

The Continent holds the keys to Green Tech Map highlights producers/reserves: DRC: Cobalt, Copper, Niobium, Tantalum South Africa: Platinum Group Metals, Manganese, Vanadium, Rare Earths Zambia: Copper Namibia: Lithium Tanzania/Zimbabwe: Graphite, Rare Earths Ghana/Gabon: Manganese Rwanda/Burundi: Tantalum Bottom-line: from EV batteries to renewables Africa is indispensable. And it has much more to offer than minerals. Source: Jack Prandelli, theoutlier.co.za

Reports on X and Economic Times of India are emerging that JP Morgan is positioning itself with a historic PHYSICAL SILVER STOCKPILE. If true this is a major event for silver The Economic Times of India : "JP Morgan is going long on silver and making history. The bank now holds over 750 million ounces of physical silver, the largest stockpile in the world. In just six weeks, it added 21 million ounces. That’s a staggering move in a market already under pressure. Between June and October, JP Morgan reportedly sold off its entire 200-million-ounce paper short position. This freed cash to acquire physical silver, leaving the bank long in both physical and paper silver for the first time ever. Experts say this is a rare and powerful market position. The move coincided with the U.S. Mint announcing a shortage of silver coins. Physical supply is tightening while demand is rising. JP Morgan is holding real silver, not paper contracts. This is a key difference from the Hunt brothers’ attempt to corner silver in 1980. Back then, reliance on paper contracts led to intervention and collapse. JP Morgan’s approach reduces risk of regulatory disruption. Source: Economic Times of India, Silvertrade

Silver is trading above $61 for the first time in history, tracking a colossal +110% gain in 2025—the second-best year on record! 💥 THE 8 FORCES DRIVING THIS PARABOLIC MOVE: CHINA SUPPLY COLLAPSE: SHFE inventories are at a 9-year LOW! Massive exports are draining the world's key bullion hubs. LONDON LIQUIDITY CRISIS: Even with record inflows, market liquidity is strained, and borrowing costs are stubbornly ELEVATED. TRUMP TARIFF SCARE: Traders pulled huge quantities into the US on anticipation of potential tariffs, tightening the London market even more. INDIA'S APPETITE: Accelerating demand from one of the world's largest consumers is intensifying the squeeze. RETAIL RUSH: ETF inflows are heading for their 10th positive month, and call options on the largest silver ETF are SPIKING. The crowd is piling in! FED RATE CUT BETS: Falling borrowing costs make non-yielding assets like silver IRRESISTIBLE compared to cash and bonds. SOLAR BOOM: Rising industrial demand, especially from photovoltaic installations (peak season!), is consuming physical metal at an alarming rate. CHINA TAX SHIFT: Tax changes on gold pushed investors directly into silver's welcoming arms. Meanwhile, the Gold-to-Silver Ratio is plummeting to 2021 lows. Source: Global Markets Investor, David Ingles, Bloomberg

Source: Barchart

Source: Tavi Costa