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#Copper
According to Bloomberg, the EU is considering a new sanctions package that would ban imports of Russian copper and platinum.
The EU is determined to commit economic suicide.
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According to Bloomberg, the EU is considering a new sanctions package that would ban imports of Russian copper and platinum.
The EU is determined to commit economic suicide.
FOLLOW LIKE SHARE
🚨 CHILE COPPER SUPPLY ALERT $BTC
Chile — the world’s #1 copper producer — is basically at peak output right now. $XRP
Even getting a small production bump would require stacking every “probable” project with the “maybe” ones. There’s no easy upside left. $SOL
Bottom line: copper supply is still extremely tight and highly vulnerable to any disruption — strikes, weather, geopolitics, anything.
That keeps pressure on prices and makes this market way more fragile than it looks.
#Copper #Commodities #MarketSignals
Chile — the world’s #1 copper producer — is basically at peak output right now. $XRP
Even getting a small production bump would require stacking every “probable” project with the “maybe” ones. There’s no easy upside left. $SOL
Bottom line: copper supply is still extremely tight and highly vulnerable to any disruption — strikes, weather, geopolitics, anything.
That keeps pressure on prices and makes this market way more fragile than it looks.
#Copper #Commodities #MarketSignals
🚨 Chile — the world’s biggest copper producer — is basically tapped out.
Even getting a small increase in output now would require combining every probable project plus the “maybe” ones.
Bottom line: copper supply is tight and fragile, and any disruption could hit hard.
$RIVER
$STABLE
$F
#Copper #commodities #Macro #SupplyShock #markets
Even getting a small increase in output now would require combining every probable project plus the “maybe” ones.
Bottom line: copper supply is tight and fragile, and any disruption could hit hard.
$RIVER
$STABLE
$F
#Copper #commodities #Macro #SupplyShock #markets
📉 Copper Prices Slide as Metals Hype Fades
Copper is starting to roll over, signaling that the recent hype across metals may be losing momentum — and copper was a big part of that trade.
What’s driving the weakness?
China demand remains soft: Refined copper imports are down roughly 20% YoY
Yangshan premium stays low: A key indicator of China’s buying interest, still signaling weak appetite
China matters most: The country consumes nearly 60% of global copper, so slow demand there outweighs gains elsewhereWhile U.S. data centers and infrastructure are increasing copper usage, it’s not enough to offset China’s slowdown. Without a rebound from China, sustained upside in copper looks difficult.
Bottom line:
If China doesn’t reaccelerate, copper — and the broader metals trade — may continue to face pressure.
$XAI $XAU $BNB
#BinanceSquare #Commodities #Copper #Macro #Markets
What’s driving the weakness?
China demand remains soft: Refined copper imports are down roughly 20% YoY
Yangshan premium stays low: A key indicator of China’s buying interest, still signaling weak appetite
China matters most: The country consumes nearly 60% of global copper, so slow demand there outweighs gains elsewhereWhile U.S. data centers and infrastructure are increasing copper usage, it’s not enough to offset China’s slowdown. Without a rebound from China, sustained upside in copper looks difficult.
Bottom line:
If China doesn’t reaccelerate, copper — and the broader metals trade — may continue to face pressure.
$XAI $XAU $BNB
#BinanceSquare #Commodities #Copper #Macro #Markets
US–China rivalry 💥
#China dominates the physical layer of the energy transition:
• Rare earth refining: 92%
• Lithium refining: 70%
• Aluminium refining: 59%
• #Copper refining: 44%
The US dominates the digital layer:
• Data center capacity: 44% vs China 26%
Hardware vs software.
Atoms vs electrons.
One controls the inputs.
The other controls the compute.
#energy
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#China dominates the physical layer of the energy transition:
• Rare earth refining: 92%
• Lithium refining: 70%
• Aluminium refining: 59%
• #Copper refining: 44%
The US dominates the digital layer:
• Data center capacity: 44% vs China 26%
Hardware vs software.
Atoms vs electrons.
One controls the inputs.
The other controls the compute.
#energy
FOLLOW LIKE SHARE
#MINERALS
Africa’s mineral map (without oil and gas)
A few things stand out fast.
• DRC dominates. The cobalt, #Copper , and critical #minerals core of the continent
• Southern Africa punches above its weight. South Africa, Zambia, Zimbabwe anchor export value
• West Africa is fragmented. Big potential, uneven monetization
• Most countries remain sub $5bn exporters, despite vast geology
This is an infrastructure, capital, and processing bottleneck.
#Africa doesn’t lack minerals.
It lacks pricing power and downstream control.
✬
Those who still haven’t followed me will regret it massively, trust me.✬
Comment Below & Follow For More!! 👇👇
✬✬✬✬✬✬✬✬✬✬✬✬✬✬✬
🤝👇
FOLLOW LIKE SHARE ✬
✬✬✬✬✬✬✬✬✬✬✬✬✬✬
Africa’s mineral map (without oil and gas)
A few things stand out fast.
• DRC dominates. The cobalt, #Copper , and critical #minerals core of the continent
• Southern Africa punches above its weight. South Africa, Zambia, Zimbabwe anchor export value
• West Africa is fragmented. Big potential, uneven monetization
• Most countries remain sub $5bn exporters, despite vast geology
This is an infrastructure, capital, and processing bottleneck.
#Africa doesn’t lack minerals.
It lacks pricing power and downstream control.
✬
Those who still haven’t followed me will regret it massively, trust me.✬
Comment Below & Follow For More!! 👇👇
✬✬✬✬✬✬✬✬✬✬✬✬✬✬✬
🤝👇
FOLLOW LIKE SHARE ✬
✬✬✬✬✬✬✬✬✬✬✬✬✬✬
🚨 WARNING: SYSTEMIC MARKET SHOCK
Precious metals are collapsing:
• Gold: −12%
• Silver: −24%
• Copper: −7%
• Palladium: −18%
• Platinum: −22%
In the last 24 hours, more than $20 TRILLION has been erased across global financial markets.
That’s roughly half of China’s GDP — gone in a single day.
Not lost.
Not rotated.
Evaporated.
This is where it gets abnormal.
Two days ago, I mentioned sigma-6 events — moves so rare they’re supposed to happen once in a lifetime.
What we’re seeing now goes beyond that.
This is uncharted territory.
Gold averages ~+3% per year.
Today it’s down four times that in one session.
Silver is down five times its average annual move — in a day.
This isn’t normal volatility.
This isn’t healthy price discovery.
It’s a forced repricing across collateral, happening simultaneously.
When metals, the foundation of hard collateral, move like tech stocks —
you’re not looking at a normal market.
You’re looking at stress.
The next few months will likely bring extreme volatility, across all asset classes.
This isn’t a moment for prediction.
It’s a moment for risk awareness.
I’m still analyzing the data and watching liquidity conditions closely.
I’ll continue sharing updates as clarity improves.
Markets always reveal their truth after the move —
not before it.
Stay alert.
#GOLD #Silver #S&P500 #Copper #MarketCorrection
Precious metals are collapsing:
• Gold: −12%
• Silver: −24%
• Copper: −7%
• Palladium: −18%
• Platinum: −22%
In the last 24 hours, more than $20 TRILLION has been erased across global financial markets.
That’s roughly half of China’s GDP — gone in a single day.
Not lost.
Not rotated.
Evaporated.
This is where it gets abnormal.
Two days ago, I mentioned sigma-6 events — moves so rare they’re supposed to happen once in a lifetime.
What we’re seeing now goes beyond that.
This is uncharted territory.
Gold averages ~+3% per year.
Today it’s down four times that in one session.
Silver is down five times its average annual move — in a day.
This isn’t normal volatility.
This isn’t healthy price discovery.
It’s a forced repricing across collateral, happening simultaneously.
When metals, the foundation of hard collateral, move like tech stocks —
you’re not looking at a normal market.
You’re looking at stress.
The next few months will likely bring extreme volatility, across all asset classes.
This isn’t a moment for prediction.
It’s a moment for risk awareness.
I’m still analyzing the data and watching liquidity conditions closely.
I’ll continue sharing updates as clarity improves.
Markets always reveal their truth after the move —
not before it.
Stay alert.
#GOLD #Silver #S&P500 #Copper #MarketCorrection
serdecznie polecam #Copper
otmanino
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🔥 بدون مقدمات توصية شراء النحاس من محفظة بينانس الان، من خلال عقد صندوق تداول يستثمر في شركات تعدين النحاس
🔥 السعر الان كما نرى في الصورة 87.75$
✔️ عقد السهم في محفظة بينانس 👇
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🔥 اربط حسابك في بينانس من هنا و ابدأ التداول الان: https://web3.binance.com/referral?ref=HF2APBMH
🔥 السعر الان كما نرى في الصورة 87.75$
✔️ عقد السهم في محفظة بينانس 👇
0xec93fe7ff4b09ca3ccafbc4cc9615e62be412780
🔥 اربط حسابك في بينانس من هنا و ابدأ التداول الان: https://web3.binance.com/referral?ref=HF2APBMH
🚨 GLOBAL METALS MARKETS EXPLODE — COPPER GOES NUCLEAR WHILE OTHERS FLIP FLOP! 🌍⚡
🌐 COPPER SMASHES RECORDS AGAIN!
Copper prices surged to historic highs above $14,000 per ton as speculators and macro traders bet on global demand, weak dollar support, and geopolitics driving industrial metals higher. This was the biggest one-day gain in over 15 years before a slight pullback.
📦 CHINA JUST CHANGED THE GAME!
Booming exports of refined copper, aluminium, zinc, and nickel from China — shifting from net importer to massive exporter — is reshaping global metals flows and supply dynamics.
🔥 COPPER ETF EUPHORIA & SHORT COVERING
Speculative fervor and short-covering continue to dominate as traders chase momentum, but analysts warn such rallies may not match underlying industrial demand.
⚠️ WHAT’S HAPPENING WITH OTHER METALS?
• Aluminium & Zinc: Wild swings and renewed demand from Asia are driving heavy trading volume and unexpected price jumps.
• Nickel: Back from lows — hitting multi-month peaks as EV battery demand and supply cuts shake markets.
• Tin & Lead: Also in play as inventories tighten and traders pivot to industrial metals.
💣 MARKET SIGNALS YOU CAN’T IGNORE:
📈 Base metal prices are decoupling from macro weakness — industrial demand isn’t slowing like expected even amid uneven manufacturing reports.
📉 Profit-taking volatility is popping base metals on dips, especially copper — classic risk-off behaviour.
🌍 China’s export juggernaut is rewriting global metals trade balances — big structural shift.
📌 Coins & Themes to Watch Next:
$BTC — risk sentiment swings with commodities 🪙
$ETH — industrial demand cycles & energy metals 🍃
$SOL — traders reallocating across assets 💱
👇 Base metals are no longer boring — this is a full-on industrial rally with shockwaves.
#Metal #Copper #IndustrialCommodities
🌐 COPPER SMASHES RECORDS AGAIN!
Copper prices surged to historic highs above $14,000 per ton as speculators and macro traders bet on global demand, weak dollar support, and geopolitics driving industrial metals higher. This was the biggest one-day gain in over 15 years before a slight pullback.
📦 CHINA JUST CHANGED THE GAME!
Booming exports of refined copper, aluminium, zinc, and nickel from China — shifting from net importer to massive exporter — is reshaping global metals flows and supply dynamics.
🔥 COPPER ETF EUPHORIA & SHORT COVERING
Speculative fervor and short-covering continue to dominate as traders chase momentum, but analysts warn such rallies may not match underlying industrial demand.
⚠️ WHAT’S HAPPENING WITH OTHER METALS?
• Aluminium & Zinc: Wild swings and renewed demand from Asia are driving heavy trading volume and unexpected price jumps.
• Nickel: Back from lows — hitting multi-month peaks as EV battery demand and supply cuts shake markets.
• Tin & Lead: Also in play as inventories tighten and traders pivot to industrial metals.
💣 MARKET SIGNALS YOU CAN’T IGNORE:
📈 Base metal prices are decoupling from macro weakness — industrial demand isn’t slowing like expected even amid uneven manufacturing reports.
📉 Profit-taking volatility is popping base metals on dips, especially copper — classic risk-off behaviour.
🌍 China’s export juggernaut is rewriting global metals trade balances — big structural shift.
📌 Coins & Themes to Watch Next:
$BTC — risk sentiment swings with commodities 🪙
$ETH — industrial demand cycles & energy metals 🍃
$SOL — traders reallocating across assets 💱
👇 Base metals are no longer boring — this is a full-on industrial rally with shockwaves.
#Metal #Copper #IndustrialCommodities
Insane volatility In the last 24 hours:
In the last 24 hours:
#Gold : −10.9%, erased $4.1 Trillion
#Silver : −21.5%, erased $1.4 Trillion
#Copper : −10.3%, erased $40 Billion
#Palladium : –20%, erased 65 Billion
Platinum: –23%, erased 143 Billion
S&P 500: −0.6%, erased $380 Billion
Nasdaq: −1.2%, erased $480 Billion
Russell 2000: −0.76%, erased $25 Billion
Bitcoin: −6.6%, erased $108 Billion
Ethereum: −7.5%, erased $25 Billion
Over $6.5 TRILLION erased across metals, equities, and crypto in a single day.
$XPT $XAU $XAG
In the last 24 hours:
#Gold : −10.9%, erased $4.1 Trillion
#Silver : −21.5%, erased $1.4 Trillion
#Copper : −10.3%, erased $40 Billion
#Palladium : –20%, erased 65 Billion
Platinum: –23%, erased 143 Billion
S&P 500: −0.6%, erased $380 Billion
Nasdaq: −1.2%, erased $480 Billion
Russell 2000: −0.76%, erased $25 Billion
Bitcoin: −6.6%, erased $108 Billion
Ethereum: −7.5%, erased $25 Billion
Over $6.5 TRILLION erased across metals, equities, and crypto in a single day.
$XPT $XAU $XAG
📊 The 2040 Outlook: A 10 Million Tonne Gap
According to recent reports from S&P Global and NS3.AI, global copper demand is set to jump from 28 million metric tons in 2025 to 42 million metric tons by 2040—a 50% increase.
The Three Pillars of Demand
AI Infrastructure: Data centers are massive copper consumers. AI-related facilities alone are projected to surge their copper needs by 127%, reaching 2.5 million tons by 2040.
Electrification: Electric vehicles (EVs) require roughly three times as much copper as traditional internal combustion engines. Additionally, upgrading global power grids to handle renewable energy is a "copper-hungry" endeavor.
The Supply Peak: Mined copper production is forecast to peak around 2030 before entering a steady decline due to aging mines and lower ore grades.
⛓️ 2026: The Year of Metal Tokenization
As physical copper becomes scarcer, the way investors access it is evolving. 2026 is being hailed as the "Defining Moment" for the tokenization of the metals sector.
Why Tokenization Matters:
Liquidity: Blockchain platforms like Toto Finance are turning copper into digital assets that can be traded 24/7 without the friction of traditional commodity markets.
Fractional Ownership: You no longer need a warehouse to "buy the dip." Tokenized assets allow retail and institutional investors to own a fraction of a physical copper reserve.
DeFi Integration: For the first time, copper is becoming a "financial primitive"—a yield-bearing asset that can be used as collateral within the decentralized finance (DeFi) space.
💬 Discussion: Commodities vs. Crypto
With copper prices predicted to rise 2–5 times in the next 14 months due to scarcity, do you see tokenized metals becoming a staple in your portfolio? Or do you prefer sticking to pure digital assets like Bitcoin?
Let’s hear your strategy below! 👇
#Copper #RWA #Tokenization #commodities #BullRun2026
The Three Pillars of Demand
AI Infrastructure: Data centers are massive copper consumers. AI-related facilities alone are projected to surge their copper needs by 127%, reaching 2.5 million tons by 2040.
Electrification: Electric vehicles (EVs) require roughly three times as much copper as traditional internal combustion engines. Additionally, upgrading global power grids to handle renewable energy is a "copper-hungry" endeavor.
The Supply Peak: Mined copper production is forecast to peak around 2030 before entering a steady decline due to aging mines and lower ore grades.
⛓️ 2026: The Year of Metal Tokenization
As physical copper becomes scarcer, the way investors access it is evolving. 2026 is being hailed as the "Defining Moment" for the tokenization of the metals sector.
Why Tokenization Matters:
Liquidity: Blockchain platforms like Toto Finance are turning copper into digital assets that can be traded 24/7 without the friction of traditional commodity markets.
Fractional Ownership: You no longer need a warehouse to "buy the dip." Tokenized assets allow retail and institutional investors to own a fraction of a physical copper reserve.
DeFi Integration: For the first time, copper is becoming a "financial primitive"—a yield-bearing asset that can be used as collateral within the decentralized finance (DeFi) space.
💬 Discussion: Commodities vs. Crypto
With copper prices predicted to rise 2–5 times in the next 14 months due to scarcity, do you see tokenized metals becoming a staple in your portfolio? Or do you prefer sticking to pure digital assets like Bitcoin?
Let’s hear your strategy below! 👇
#Copper #RWA #Tokenization #commodities #BullRun2026
Insane volatility In the last 24 hours:
In the last 24 hours:
#Gold : −10.9%, erased $4.1 Trillion
#Silver : −21.5%, erased $1.4 Trillion
#Copper : −10.3%, erased $40 Billion
#Palladium : –20%, erased 65 Billion
Platinum: –23%, erased 143 Billion
S&P 500: −0.6%, erased $380 Billion
Nasdaq: −1.2%, erased $480 Billion
Russell 2000: −0.76%, erased $25 Billion
Bitcoin: −6.6%, erased $108 Billion
Ethereum: −7.5%, erased $25 Billion
Over $6.5 TRILLION erased across metals, equities, and crypto in a single day.
In the last 24 hours:
#Gold : −10.9%, erased $4.1 Trillion
#Silver : −21.5%, erased $1.4 Trillion
#Copper : −10.3%, erased $40 Billion
#Palladium : –20%, erased 65 Billion
Platinum: –23%, erased 143 Billion
S&P 500: −0.6%, erased $380 Billion
Nasdaq: −1.2%, erased $480 Billion
Russell 2000: −0.76%, erased $25 Billion
Bitcoin: −6.6%, erased $108 Billion
Ethereum: −7.5%, erased $25 Billion
Over $6.5 TRILLION erased across metals, equities, and crypto in a single day.
Insane volatility In the last 24 hours:
In the last 24 hours:
#Gold : −10.9%, erased $4.1 Trillion
#Silver : −21.5%, erased $1.4 Trillion
#Copper : −10.3%, erased $40 Billion
#Palladium : –20%, erased 65 Billion
Platinum: –23%, erased 143 Billion
S&P 500: −0.6%, erased $380 Billion
Nasdaq: −1.2%, erased $480 Billion
Russell 2000: −0.76%, erased $25 Billion
Bitcoin: −6.6%, erased $108 Billion
Ethereum: −7.5%, erased $25 Billion
Over $6.5 TRILLION erased across metals, equities, and crypto in a single day.
$XPT $XAU $XAG
In the last 24 hours:
#Gold : −10.9%, erased $4.1 Trillion
#Silver : −21.5%, erased $1.4 Trillion
#Copper : −10.3%, erased $40 Billion
#Palladium : –20%, erased 65 Billion
Platinum: –23%, erased 143 Billion
S&P 500: −0.6%, erased $380 Billion
Nasdaq: −1.2%, erased $480 Billion
Russell 2000: −0.76%, erased $25 Billion
Bitcoin: −6.6%, erased $108 Billion
Ethereum: −7.5%, erased $25 Billion
Over $6.5 TRILLION erased across metals, equities, and crypto in a single day.
$XPT $XAU $XAG
Metals Crash Sparks $120M Crypto Liquidations — Bitcoin Stands Alone
🚨 METALS CRASH → CRYPTO LIQUIDATIONS EXPLODE 🚨
$120M Wiped Out as Gold, Silver & Copper Pull Back
A sudden plunge in gold, silver, and copper just triggered a $120 MILLION liquidation wave — not in traditional markets, but inside crypto.
📉 What happened:
• Copper dumped nearly 4% from record highs
• Gold fell ~4%, silver ~6%
• Tokenized metals in crypto saw $120M liquidated in 24h
🥈 Silver led the damage: ~$32M wiped out
🟡 Gold & 🟠 Copper followed close behind
Tokenized bullion (XAU, XAUT) dropped 7%+
🧠 Why this matters:
Traders are increasingly using crypto markets as macro trading rails — faster, leveraged, 24/7.
When metals were pumping → crypto contracts amplified gains.
When metals rolled over → crypto became the pressure valve.
💵 The trigger:
A stronger U.S. dollar, driven by speculation that Kevin Warsh could become the next Fed Chair.
Stronger dollar = weaker commodities.
🟠 Big takeaway:
While metals dumped, Bitcoin barely reacted — trading independently.
That’s a big signal:
👉 BTC is acting more like a standalone risk asset, not just a macro proxy.
Markets are changing.
Crypto is where macro stress now shows up first.
#CryptoNews #GOLD #Silver #Copper #BinanceSquare
$120M Wiped Out as Gold, Silver & Copper Pull Back
A sudden plunge in gold, silver, and copper just triggered a $120 MILLION liquidation wave — not in traditional markets, but inside crypto.
📉 What happened:
• Copper dumped nearly 4% from record highs
• Gold fell ~4%, silver ~6%
• Tokenized metals in crypto saw $120M liquidated in 24h
🥈 Silver led the damage: ~$32M wiped out
🟡 Gold & 🟠 Copper followed close behind
Tokenized bullion (XAU, XAUT) dropped 7%+
🧠 Why this matters:
Traders are increasingly using crypto markets as macro trading rails — faster, leveraged, 24/7.
When metals were pumping → crypto contracts amplified gains.
When metals rolled over → crypto became the pressure valve.
💵 The trigger:
A stronger U.S. dollar, driven by speculation that Kevin Warsh could become the next Fed Chair.
Stronger dollar = weaker commodities.
🟠 Big takeaway:
While metals dumped, Bitcoin barely reacted — trading independently.
That’s a big signal:
👉 BTC is acting more like a standalone risk asset, not just a macro proxy.
Markets are changing.
Crypto is where macro stress now shows up first.
#CryptoNews #GOLD #Silver #Copper #BinanceSquare
Last time gold peak people who fomo at the top took 28 years to break even not counting inflation
This time if you fomo at the top, it will take you a century to come back to shore.
Don’t be a fking idiot. Buy anything at the blow off top is not a good idea.
At the absolute top mean 99% of holders is in profit. People will lock in their gains, you will be butt hurt… don’t be a fking idiot, if you want to fomo in at the top, at least wait for a 10-20% retracement when people lock in their gains.
Even then it is still a pretty stupid move.
Influencers out there who tell people to buy copper??!? wtf… I got no word for you. That is another level of stupidity that can’t be help anymore.
If you are going to buy copper might as well buy wood, wood Is more rare in the universe compare to golds, incase alien discover earth lmao…😂… people give throw out any fking narative out there and there would be followers. Unfking believable!
#gold #silver #copper $XAU $XAG
This time if you fomo at the top, it will take you a century to come back to shore.
Don’t be a fking idiot. Buy anything at the blow off top is not a good idea.
At the absolute top mean 99% of holders is in profit. People will lock in their gains, you will be butt hurt… don’t be a fking idiot, if you want to fomo in at the top, at least wait for a 10-20% retracement when people lock in their gains.
Even then it is still a pretty stupid move.
Influencers out there who tell people to buy copper??!? wtf… I got no word for you. That is another level of stupidity that can’t be help anymore.
If you are going to buy copper might as well buy wood, wood Is more rare in the universe compare to golds, incase alien discover earth lmao…😂… people give throw out any fking narative out there and there would be followers. Unfking believable!
#gold #silver #copper $XAU $XAG
S
XAUUSDT
Löpande
Stängd
Resultat
+67.50%
Is copper the metal of the future?
Where does uranium stand?
Why am I accumulating uranium instead of copper?
Here you go. #Copper
👇
Let’s start with uranium.
1 kg of uranium = millions of kg of coal.
No metal, no mineral can provide this level of energy density.
Because this is no longer about metals it’s about nuclear physics.
Why is copper substitutable? Does it have an alternative?
What happens when copper gets expensive?
➡️ Aluminum steps in.
The physics stays the same.
Only conductivity and price dynamics change.
So copper has alternatives → demand can be elastic.
So why doesn’t uranium have this flexibility?
Reactor infrastructure is locked in.
About 85–90% of reactors worldwide are uranium-based.
Plant lifespans are 40–60 years.
A plant built today will demand uranium until 2060.
If uranium gets expensive, can you say
“Let’s switch to another fuel”?
No , you can’t.
What about thorium as an alternative?
Looks good on paper, but in practice . no.
Thorium is not a direct fuel.
It must first be converted into U-233, which means new reactors, new regulations, and many years.
So it’s not a threat to uranium in the short or medium term.
That’s why uranium prices are supported by supply shocks.
Copper or uranium?
EVs, data centers, electrification
Copper is very strong in these areas.
But when China says stop, copper gets pressured.
With uranium, demand cannot escape.
Power plants can’t shut down.
Governments build strategic stockpiles.
For long-term bull trends people like me
No alternative.
Inelastic demand, slow supply, state-backed.
Uranium, without question.
Copper = the infrastructure of the future
Uranium = the base load of the future
If copper is expensive, there’s an alternative.
If uranium is expensive…
You’re forced.
Have a great night. #Uranium
Where does uranium stand?
Why am I accumulating uranium instead of copper?
Here you go. #Copper
👇
Let’s start with uranium.
1 kg of uranium = millions of kg of coal.
No metal, no mineral can provide this level of energy density.
Because this is no longer about metals it’s about nuclear physics.
Why is copper substitutable? Does it have an alternative?
What happens when copper gets expensive?
➡️ Aluminum steps in.
The physics stays the same.
Only conductivity and price dynamics change.
So copper has alternatives → demand can be elastic.
So why doesn’t uranium have this flexibility?
Reactor infrastructure is locked in.
About 85–90% of reactors worldwide are uranium-based.
Plant lifespans are 40–60 years.
A plant built today will demand uranium until 2060.
If uranium gets expensive, can you say
“Let’s switch to another fuel”?
No , you can’t.
What about thorium as an alternative?
Looks good on paper, but in practice . no.
Thorium is not a direct fuel.
It must first be converted into U-233, which means new reactors, new regulations, and many years.
So it’s not a threat to uranium in the short or medium term.
That’s why uranium prices are supported by supply shocks.
Copper or uranium?
EVs, data centers, electrification
Copper is very strong in these areas.
But when China says stop, copper gets pressured.
With uranium, demand cannot escape.
Power plants can’t shut down.
Governments build strategic stockpiles.
For long-term bull trends people like me
No alternative.
Inelastic demand, slow supply, state-backed.
Uranium, without question.
Copper = the infrastructure of the future
Uranium = the base load of the future
If copper is expensive, there’s an alternative.
If uranium is expensive…
You’re forced.
Have a great night. #Uranium
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