Fuelled by expectations that the demand for copper—a key metal in electrification—will exceed supply, the metal is set to record its largest annual gain since 2009. ...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk on Saturday warned that China's reported move to restrict exports of silver starting in January is "not good."Musk's ApprehensionMusk expressed his apprehension in a post on the social media platform X, saying, "Silver is needed in many industrial processes," highlighting the importance of silver in various manufacturing sectors.Spot silver prices hovered at $79.16 per troy ounce on Saturday, notching a new all-time high after soaring by 10%.See Also: SHIB’s $1 Dream C ...

Core Insights - The housing market is experiencing a significant shift due to high mortgage rates and declining new construction, creating opportunities for large landlords as homeownership becomes less attainable for many families [1][2]. Group 1: Market Dynamics - The gap between buying and renting has reached historic levels, with home prices needing to drop by approximately 24% to make buying competitive with renting, a scenario analysts consider unlikely [2]. - A supply crunch is emerging as new housing starts decline, with net apartment deliveries expected to fall to around 243,000 units in 2026, below the long-term average of 285,000 units [5]. - Demand for rentals is expected to remain strong as many potential buyers are priced out of the market, leading to renewed pricing power for landlords [6]. Group 2: Rental Market Outlook - Redfin forecasts that rents will increase by 2% to 3% nationwide in 2026, driven by the combination of steady demand and limited supply [6]. - The "Great Housing Reset" is anticipated to begin in 2026, where income growth may finally outpace home price growth, but relief for buyers will be slow [3][4]. Group 3: Investment Opportunities - Apartment REITs are being viewed as a contrarian value play, trading at a multiple of 15.3x funds from operations (FFO), significantly lower than the 10-year average of 19.2x [7]. - Major players in the rental market, such as Camden Property Trust, are well-positioned to benefit from the current market dynamics, as renting becomes the only viable option for many Americans [8].

Core Viewpoint - SolGold has rejected a preliminary takeover offer from Jiangxi Copper Co, which has led to a significant increase in its share price, indicating strong confidence in its standalone prospects [1][2]. Company Summary - SolGold is focused on the Cascabel copper-gold project in northern Ecuador and has received two takeover offers from Jiangxi Copper in less than a week [1][2]. - Jiangxi Copper, which holds a 12% stake in SolGold, proposed a price of 26 pence per share, but the board of SolGold unanimously rejected this offer [2]. - The board of SolGold has advised shareholders to take no action while it considers its next steps regarding the takeover proposals [2]. Industry Context - SolGold has been viewed as a potential acquisition target for major Western miners like BHP and Newmont, which hold stakes of 10.4% and 10.3% respectively [3]. - Interest from these major miners has diminished due to disputes over funding the Cascabel project and changes to its scope [3]. - The renewed interest from Jiangxi Copper coincides with increasing attention on copper assets, driven by forecasts of a supply crunch related to global electrification [4].

We've seen for countries that hastily moved into the transition without taking into consideration affordability and I'm talking about Europe in general. We are seeing today de-industrialization. We are seeing they lost their competitive edge.It's eroding over time and we seeing higher cost to consumers. If you compare the cost to consumers in the US compared to Europe, it's four times there compared to the US. That's a competitive end because you need energy.Energy gets into everything. Your cost cost of li ...

Core Insights - Chile is the largest copper producer globally, accounting for 25% of the world's production with approximately 5.5 million tons per year [2] - Copper is a critical indicator of global economic health, influencing various industries, and is currently priced around $5.00 per pound [2] - The current market conditions suggest potential for a significant rally in copper prices due to supply constraints and increasing demand driven by electrification [10] Historical Price Trends - From 2009 to 2011, copper prices rebounded from $1.30/lb to over $4.60/lb, a 250% increase, driven by China's stimulus post-financial crisis [3] - Between 2016 and 2018, prices rose from around $2.00/lb to over $3.20/lb, revitalizing the mining industry due to supply management and construction incentives in China [4] - During the pandemic from 2020 to 2021, copper prices surged from $2.20/lb to over $4.90/lb, marking a 120% increase in less than 18 months [5] Current Market Dynamics - Recent supply issues in Chile and Peru, along with project delays in the Congo, have led to a significant supply crunch, causing copper prices to increase [6] - Analysts predict potential annual shortfalls of 2–4 million tonnes in the copper market by the late 2020s without new mining operations [12] - Demand for copper is being driven by electrification initiatives, with electric vehicles using 3–4 times more copper than traditional vehicles [12] Price Projections - If supply challenges persist, copper prices could rise to $5.10–5.30/lb, representing a moderate upside of 10–15% [12] - A more pronounced supply squeeze could push prices to $5.80–6.00/lb, exceeding the highs of 2021, indicating a breakout rally of 25–30% [12] - In a supercycle scenario, sustained demand against supply constraints could keep prices above $6.00/lb for an extended period, impacting global mining economics [12]

RT Bull Theory (@BullTheoryio)$ETH will hit $10,000 this cycleHere are 3 reasons why: 👇1. Institutional demand- In Q3, public-listed companies and ETFs have bought 4.4 million ETH worth $20 billion.- Individual whales and Web3 companies have also bought over 2 million ETH this quarter.- This accounts for almost 5.5% of the total supply.2. Network activity- Weekly DEX volume is at a new all-time high (ATH).- Daily transactions are at a new ATH.- Monthly active users are at a new ATH.- Stablecoin supply is at ...