A.U. Silver #commodities100%

Porsche steckt in der Krise und präsentiert ausgerechnet einen neuen Verbrenner als Hoffnungsträger. Das ist ungefähr so, als würde man bei steigender Fieberkurve die Heizung aufdrehen. Wer glaubt, dass man mit immer neuen Benzinern die Zukunft gewinnt, hat den Strukturwandel nicht verstanden. Die Konkurrenz schläft nicht. Und die Märkte haben wenig Geduld mit Nostalgie. #Porsche

🚨A complete disaster is going down in St. Petersburg Russia - Ukrainian drones are overwhelming Putin's air defense forces. The major oil port in the city has exploded, and a major data center is being reported as struck. THIS IS WILD!

THERE IS A TSUNAMI OF URANIUM ABOUT TO FLOW OUT OF RUSSIA, BACK TO HISTORIC LEVELS OF URANIUM GLUT, AFTER TRUMP LIFTED ALL ENERGY SANCTIONS ON RUSSIA.

🔀While #Uranium #stocks & ETF's continue to get hammered for no fundamental reason⛏️💥 in the midst of an accelerating global #Nuclear Renaissance🏎️🔥⚛️🏗️👷 Spot #U3O8 continues to move higher with @UraniumMarkets punching thru $90 to $90.13🥊 and @Numerco Up to $89.88⬆️🛢️☢️🤠🐂

Are uranium stocks performing poorly? Yes, but take a look at lithium stocks now. They have been absolutely destroyed over the past few months. 👇 Albemarle: Cut in half since May.

Copper mine supply remains under pressure ⚠️⛏️ * Chile Copper Production Sinks to Lowest in More Than 15 Years * Codelco suspends operations after worker dies in accident at Radomiro Tomic mine (250,000+t Cu production) * World's largest copper mine: Supervisors at BHP Escondida mine in Chile reject offer, paving way for strike * Shares in First Quantum Minerals plunged after a Panamanian government commission recommended the closure of the company's giant copper mine * Potential new strike at Antofagasta's Centinela mine (240,000+t Cu) * Copper Mine output fell 1.1% year over year in the first half of 2026 * Antofagasta reported that adverse weather conditions at the ports caused delays in end-of-period shipments from the Centinela and Los Pelambres mines * Chile’s copper output falls 12.8% in August hit by weather conditions and ore grades * Chilean government to cut 2026 copper production forecasts by up to 7% * UBS now forecasts the copper deficit to reach 379,000 tonnes next year, a 73% increase on its expected deficit of 219,000 tonnes in 2026

A semiconductor POV for Tungsten @pequityresearch has been kind enough to post my article on how Tungsten ore becomes WF6 on his Substack. My concern is that we may not have APT refining capacity left ex-China. If you're into semi, you won't regret following him

Today's drop in gold prices was highly unusual. Gold prices fell -3.4% today, marking one of the rarest single-day declines of the last two decades. Since 2006, gold has recorded an average daily change of +0.05%, with a standard deviation of 1.19%. Today’s selloff registered a Z-score of -2.90, placing it deep in the left tail of the distribution. Statistically, a daily decline this extreme occurs just ~0.2% of the time, or roughly once every 2 years assuming a normal distribution. The surge in yields is creating an extraordinary disruption across the precious metals market.

We need to mine as much copper in the next ~20 years, just to maintain 3% global GDP growth, as we've mined in all of human history... No small feat.