Bullish for the nuclear power sector and uranium producers
Source: Markets & Mayhem
Silver about to surpass gold as best performing asset YTD
Source: zerohedge
China dominates global rare earths production:
China now produces nearly 400,000 metric tons of rare earths a year. This is a massive 69% of the global output, per the US Geological Survey. The US is seeking to restore flows of critical minerals in today's trade talks. Source: Global Markets Investor
The Breadth expansion in precious metals continues
Source: J-C Parets
Gold’s 2025 Surge: Defying the Commodity Downturn
Divergence Began in November 2023 By May 2025, gold prices had surged 25.0% year-to-date, in sharp contrast to the broader commodity market slump. The overall commodity index fell 9.0%, with energy prices down 12.9% and food prices down 5.9%. Gold's value stood 153% above its pre-pandemic level—outpacing the commodity index by 117%, energy by 138%, and food by 109%. Source: Econonovis on X
Here we go...
Silver blasting by more than 5% for its best day in more than 1 year 📈📈 Source: Barchart
Is it time for silver to shine?
If history is any guide: Gold makes the first move — then silver takes over. With the gold-to-silver ratio near 100, is yesterday's sharp move on Silver (up +5%) just the beginning? Source. Bloomberg, Crescat Capital
Copper is approaching a pivotal inflection point, in my view.00,000 More Sellers Than Buyers—the Most on Record. (Clone)
As highlighted by Otavio (Tavi) Costa, just as $2,000/oz was a defining level for gold, the $5/lb threshold carries similar significance for copper. "Once this level is decisively breached again, copper could enter a phase of price discovery much like what we saw with gold" he added. Let's keep in mind that Copper is central to nearly every major infrastructure initiative of the coming decade — ranging from data centers and onshoring to grid modernization, the resurgence of manufacturing, residential development, and more. Source. Bloomberg, Crescat Capital, Tavi Costa
