Social•Mar 1, 2026
Quick Iran Conflict Could Cap Gold and Oil Gains
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift US military action renders Iran defenseless, both the store of value and the industrial commodity appear vulnerable. Gold is a stretched bull market underpinned by geopolitical tensions. A subdued Iran could follow Venezuela and Syria, further isolating Russia and China. "Unsustainably high" may describe the 79 barrels of WTI crude oil equal to an ounce of gold on Feb. 27. Crude oil is an enduring bear market that jumped to the high end of its range in anticipation of a possible supply cut due to hostilities in the Middle East. The price bounce has allowed Western producers to hedge and bring on more supply, as indicated by backwardation in the futures curve. Full report on the Bloomberg here: https://t.co/aXtMkzdWni {BI COMD} #gold #crudeoil #iran @markets
By Mike McGlone
Social•Mar 1, 2026
UK Court Blocks Appeal, Trafigura Pursues $700M Recovery
Trafigura nickel fraud case advances as UK court blocks appeal and Trafigura seeks $700mn recovery. https://www.metalnomist.com/2026/03/trafigura-nickel-fraud-case-trader-to.html
By The Metalnomist
Social•Mar 1, 2026
Copper Shortage Imminent: Prices Set to Hit $15k
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
By Robert Friedland
Social•Feb 28, 2026
West's Import Dependence Stems From Financial‑First Economy
Visionary investor @ctindale takes on THE big question: How did America and the West become so dependent on imports for almost everything we use? Tindale says the Western focus on the financial economy over the material economy has led to a...
By Robert Friedland
Social•Feb 28, 2026
Iran’s Oil, Gas, Power Sectors Summarized in One File
💥Here is a comprehensive but condensed file on energy sources in Iran, covering its oil, gas, and power sectors, including several charts. Click the link, then switch the language in your browser.👇
By Anas Alhajji
Social•Feb 28, 2026
Q2Metals Hits All‑time High in Lithium Exploration
Check out our latest #RockStockRecap + update with the lithium industry’s most exciting spodumene exploration story @Q2Metals which closed yesterday at an all-time high. $QTWO.V 👇👇
By Howard Klein
Social•Feb 28, 2026
Recapping a Coast‑to‑Coast Lithium Tour in Podcast
Sun coming up on a redeye home from Reno after a long #lithium week stretching from meetings with investors & producers in south Florida to northern Nevada to see Thacker Pass. Will do a solo podcast to recap what I...
By Joe Lowry ("Mr. Lithium")
Social•Feb 28, 2026
Poland Cuts Copper Tax, KGHM Eyes 2026 Output Boost
Poland’s KGHM targets higher copper output in 2026 as Poland cuts its copper extraction tax from January. https://www.metalnomist.com/2026/02/polands-kghm-targets-higher-copper.html
By The Metalnomist
Social•Feb 28, 2026
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
By Mike McGlone
Social•Feb 28, 2026
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 28, 2026
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
By Haplo
Social•Feb 28, 2026
EU Targets Pre‑consumer Scrap in CBAM to Stop Evasion
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
By The Metalnomist
Social•Feb 27, 2026
Team Advances America’s Lithium Resurgence at Thacker Pass
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
By Joe Lowry ("Mr. Lithium")
Social•Feb 27, 2026
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
By Hedgehog Trader (Nicholas Winton)
Social•Feb 27, 2026
Hidden Market Volatility May Surface via Crypto, Bonds, Metals
Stock market volatility is still buried. Falling cryptos, T-bond yields and spiking precious metals volatility may trickle down. https://t.co/SeGPI6EvAe
By Mike McGlone