⛏ Silver’s Endgame

Silver’s Endgame: Almost Too Obvious
Sometimes baseball hitters are blessed with what is called a “fat pitch” – that is, a ball thrown so comfortably straight, clear and trackable that it was effectively impossible to miss. Below, I’ll show why the set-up we are currently seeing in the global silver market is precisely that: A fat pitch. Read on »

Munitions metal tungsten outshines gold, copper in 557% rally
A metal used in weapons and semiconductors is finding itself the subject of geopolitical tensions as Chinese export limits and rising military demand squeeze supplies, sending prices to record highs. Read on »

America's Nuclear Fuel Chain Gains
This past weekend saw a major announcement from the Indo-Pacific Energy Security Ministerial in Tokyo, with the U.S. Export-Import Bank issuing letters of interest for $4.2 billion of capital for Japanese and South Korean reactor owners to purchase low-enriched uranium (LEU) from U.S. enrichment company General Matter. Read on »