When our geologists reclassified the Lion Zone as orthomagmatic, I had to ask what the word meant.
Here's what I learned.
Orthomagmatic Ni Cu PGE deposits are among the rarest and most valuable in the history of mining. The list reads like a hall of fame:
ā Norilsk
ā Jinchuan
ā Merensky Reef
ā Voisey's Bay
ā Sakatti - found 18 years ago by Anglo American. The last one discovered before ours.
These are the world's best mines. The smallest contain over 1 million tons of metal. The biggest are north of 10 million.
There are only four significant zoned polymetallic systems of this type in the world. The Lion Zone is one of them.
Analysts estimate between 600,000 and 800,000 contained metal tons so far. With 65,000m of fully funded drilling this year, the question is simply: how big does this get?
$PNPN $PNPNF $IVV1
Gold just tagging the 200 day moving average & trying to bounce.
Bit of a support zone around the area also.
Very logical spot to try & bottom also being officially oversold on the daily. Hard to be confident with much in markets right this moment.
This is absolutely insane:
At 7:04 AM ET today, President Trump said āthe US and Iran have had productive discussions" to end the Iran War.
By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap.
27 minutes later, Iran completely denied all of President Trump's claims and said there has been "no contact" with the US.
By 8:00 AM ET. the S&P 500 had fallen -120 points erasing -$1 trillion in market cap.
That's a $3 TRILLION swing market cap in 56 minutes, just in the S&P 500.
What is happening here?
5 minutes before Trumpās announcement:
* $1.5B notional worth of S&P500 (ES) futures are bought in a single clip.
* $192M notional of oil futures (CL) sold.
More than 4x-6x any other trade size during the market close.
Insiders profited from his lies in broad daylight!
Copper demand is set to explode.
- By 2040, demand is expected to grow ~50%
- Growth is dominated by renewables and EVs
But a new source of demand has emerged that no one had on their bingo card: AI and defense.
By 2040, AI and defense combined are expected to add ~4 Mt of annual demand.
To put that in perspective, thatās the equivalent of adding ~3 of the worldās top-producing copper mines... in just 15 years.
And thatās only AI and defense. Total demand additions reach ~12 Mt by 2040.
Meanwhile:
- Weāre barely searching for new copper projects
- And when we do, it takes ~20 years from exploration to first production
In other words, weāre expected to add the equivalent of ~10 of the worldās biggest mines in less time than it takes to find and build one.
The math just isnāt mathing.
Copper remains one of my favorite long-term plays.
Full segment with Power Metallic $PNPN $PNPNF
CEO @terrybali on @grizzlemedia
Commodity 1Ć1 āļø
2026 outlook on precious metals, copper, nickel, gold, and AI.
This one matters, share it.
10/10
$BYND isnāt just a chart. Itās a message.
š Retail is here.
š Conviction matters.
If you respect the markets, respect the people moving them.
Follow for more breakdowns - no hype, just perspective.
š Share if you believe retail deserves credit where itās due.
1/10
Iāve traded for funds long enough to see dozens of āimpossibleā squeezes.
But whatās happening with $BYND right now feels different.
This isnāt a fluke. Itās a statement.
9/10
For the record - Iām not anti-institution.
But I am pro-fairness.
And $BYND reminds us that sometimes, the crowd is the smart money - because they have nothing left to lose but patience.