ChartMetals

Trader & World Traveler 🇦🇲 I am not a qualified licensed investment advisor. Never trade off my tweets Disclosures

[MiningVisuals @MiningVisuals]

Charted: Family Office Portfolios with 0% Allocations (Global)

Despite geopolitics being cited as the #1 investment risk, appetite for both traditional and emerging hedges remains remarkably low

See the full breakdown here:
https://t.co/Qa73JmG5ZS

This post was created in collaboration with our partners at @IGWTreport

[MiningVisuals @MiningVisuals]

Mapped: Pakistan's rare earth endowment. 🗺️⛏️

Rare earth elements are essential components for modern technology and clean energy. This infographic maps the distribution of these critical minerals across Pakistan, including carbonatite, laterite, and ion-adsorption clay deposits.

Explore key geological zones across the country, from the alkaline rocks of the Peshawar Plain and Mansehra Granite in the north to the coastal black sands in the south.

Learn more about the future of Pakistan's mining supply chain with @pakminforum. Register for PMIF26 at https://t.co/AmUp4BT0Eg

[MiningVisuals @MiningVisuals]

Lithium Market Balance: Shifting from Surplus to Deficit by 2026 📊

Recent data indicates a narrowing surplus in the global lithium market. The surplus has steadily declined from 175 kt LCE in 2023 to an estimated 141 kt LCE by 2025.

Looking ahead to 2026, major forecasting institutions project a transition into a market deficit. However, the estimated scale of the shortage varies significantly across analysts, ranging from -1.5 kt LCE (Fastmarkets) to -80 kt LCE (Morgan Stanley).

Review the full data breakdown and underlying factors here: https://t.co/tLTmwp9ALM

[MiningVisuals @MiningVisuals]

Development Timelines: Copper Mines vs. AI Data Centers ⏲️

AI infrastructure scales in 18-24 months. New copper mines take an average of 17.9 years.

Read the full breakdown: https://t.co/qzYnO3Xvil

[MiningVisuals @MiningVisuals]

Recovered vs. Unrecovered Copper: A Historical Breakdown (1910–2010)

Did you know that 100 Million Tonnes of copper mined between 1910–2010 is still sitting in tailings ponds?

That figure stands against a total of 650 Mt of copper extracted during the same period. While the majority reached the market, a significant portion remains in storage. Technologies capable of addressing this inventory—such as dry processing and AI analytics—are becoming key to unlocking these assets.

Learn more about tailings and their potential here: https://t.co/gX0OlP5ika

[Jack Prandelli @jackprandelli]

Copper Never Lies

🏭It Prices Every Industrial Revolution

This chart compresses 175 years of global growth, war, and power shifts into one line.

⚠️And the message is consistent.

Every time the world electrifies, copper reprices higher.

• 1850–1900 Industrial Revolution
Railways, steam, early electrification. Copper demand explodes.

• 1914–1945 World wars and depression
Volatility dominates, supply shocks drive spikes and crashes.

• 1945–1990 Post-war rebuild + mass electrification
Copper enters a long structural uptrend.

• 2001 China joins the WTO
A demand shock of historic scale. Prices reset permanently higher.

• 2020s Energy transition, EVs, grids, data centers, AI
Copper trades above $5/lb, a level that would have been unthinkable for most of its history.

Today’s cycle is not about housing or China stimulus alone.
It is about

• Power grids
• EVs and charging
• AI data centers
• Defense and reshoring
• Electrification of everything

Supply, meanwhile, is constrained by permitting, declining ore grades, ESG friction, and underinvestment.

That is why #copper keeps acting less like a #commodity and more like a #Macro signal.

If history is a guide, we are not at the end of a move.
We are in the early chapters of the next industrial pulse.

[Power Metallic @PowerMetallic]

One of the key questions in polymetallic systems is recovery.

Early metallurgical work is tracking ~80% recoveries,
with further optimization underway.
Final results expected by end of January.

-NY listing pathway advancing.
-Nickel powder facility feasibility underway at Nisk, funded by CVMR.
-Major project awarded in Saudi Arabia.

✅~$30M in treasury.
✅100,000 meters fully funded.
✅District-scale land package expanded ~300% to ~212.86 km².

2026 brings a full slate of planned catalysts.

$PNPN $PNPNF

[Cassandra Unchained @michaeljburry]

Tesla is ridiculously overvalued.

[MiningVisuals @MiningVisuals]

Charted: Gold vs. Silver 1960-Today (December 26) 📈

Read the full article for a deeper dive: https://t.co/saKP613Xjb

[Jack Prandelli @jackprandelli]

💥Is copper becoming the next oil?

In 2025 Copper is up +48% and Oil -25%

This chart nails the shift.

Oil powered the 20th century.

Copper is quietly becoming the choke point of the electrified 21st.

right now

🧲 Copper: $12,305.85 per tonne

🛢️ #Brent: $62.25 per bbl . #WTI: $58.27 per bbl

The International Energy Agency (IEA) warns copper demand could exceed supply by 30% by 2035 without new projects, faster permitting, and more recycling.

Lead times are brutal.

New mines can take 17 years from discovery to production.

The next demand wave is structural, not cyclical.

Power grids, EVs, and data centers are pulling forward copper needs at the same time.

If copper really becomes “the new oil,” the market will start trading it like oil.

Supply shocks, geopolitics, strategic stockpiles, and policy risk will matter as much as GDP.

What could happen next?

Higher and stickier volatility in copper prices as supply keeps lagging demand

A new M&A cycle in copper assets, plus louder resource nationalism

More substitution and recycling .

Helpful, but unlikely to close the gap fast

A 2nd-order impact on inflation because copper sits inside everything electric

So while 2025 has been brutal for oil sentiment, the bigger question for the next cycle might be this.

What breaks first. Copper supply, or demand expectations?

Read the full article👇

https://t.co/jGCSdCvEsJ

#oott #copper #Mining

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Copper racks up longest rally since 2017 with bulls at the helm https://t.co/lkoHqMYZbo #mining

[Lisa Abramowicz @lisaabramowicz1]

Gold:

[Lisa Abramowicz @lisaabramowicz1]

Copper this year:

[Otavio (Tavi) Costa @TaviCosta]

Copper has officially entered a price-discovery phase after breaking decisively above major resistance.

This could prove to be one of the most important macro assets of 2026, in my view.

Price-discovery moves are often explosive by nature, and I believe that is likely the case here.

Game on.

[Power Metallic @PowerMetallic]

January is shaping up to be a very busy month at Power Metallic $PNPN $PNPNF

🟩 Full metallurgical study expected by end of January
🟩 Interim work indicates ~93% of observed minerals reporting to copper concentrate

[ChartMetals @ChartMetals]

$PNPN $PNPNF – chart check 📈
✅ Clear uptrend channel since May
✅ Higher lows + volume confirmation
✅ Next test: $1.60 zone, then eyes on March highs near $2.00
Structure remains healthy - momentum building alongside fundamentals. $MP $IDR $CDE

[ChartMetals @ChartMetals]

The Big Picture
Copper, nickel & PGEs sit at the core of electrification and AI-driven energy demand.
$PNPN $PNPNF combines:
✅ High-grade hits in Québec
✅ Global expansion
✅ NYSE listing plans (Oct)
A rare setup - the kind that can turn drills into headlines. ⚡

[ChartMetals @ChartMetals]

Rare discoveries don’t happen often.
$PNPN $PNPNF may be unlocking one: high-grade copper + PGEs in Québec’s Abitibi, a district already host to world-class mines.
🧵👇 Thread

[ChartMetals @ChartMetals]

Exploration is local, but strategy is global:
🌍 Saudi Jabal Baudan license in the Jabal Sayid Belt
🤝 JV talks with Kingdom’s top family offices
🇨🇦 Seamus O’Regan, ex-Minister of Energy & Natural Resources, joins the board
Geology + capital + political leverage = rare alignment.