Metallurgical Accounting

#Mining and #Commodity Investor

[Trevor Hall @TrevAHall]

Here's my latest thoughts on #gold and the role it will play later this quarter and into the rest of the year. This take is from many interviews and analysis reports I've consumed since Iran War began.

Gold is about to get hit by two tailwinds simultaneously — from opposite directions.🧵

[Metallurgical Accounting @MetallurgicalAc]

@GoldForecast Where do you see SOMA going?

[Common Sense Investing @onecentinvest]

@GoldForecast $SOMA.V in Columbia
1. Hydroelectricity is being used for milling activities
2. Diesel Subsidies by the Columbian gov, their underground activities are running on some of the cheapest fuel in the western world.

[VBL’s Ghost @Sorenthek]

How Undervalued are Miners?
This undervalued

[Gold Telegraph ⚡ @GoldTelegraph_]

The United States will establish price floor system for critical minerals.

Big news.

The global scramble for continues…

[zerohedge @zerohedge]

Huge:

*VANCE CONFIRMS TRUMP PROPOSING CRITICAL MINERAL PRICE FLOORS

[MINING.COM @mining]

Engagement bait is everywhere today — “trillions wiped out,” “silver bear market,” you name it.

Zoom out.

Gold: watching for a green close on the weekly.

Silver: massive paper leverage just got liquidated.

Copper: fundamentals didn’t change in five days.

Uranium: the story gets stronger and stronger.

Summary: an extremely volatile week with huge moves in both directions.

[Oliver Groß @minenergybiz]

Top 3 Gold Miners - Newmont, Barrick Mining and Agnico Eagle Mines: Highest Free Cash Flow Generation Ever 🪙💰
$NEM $B $AEM

[Correlation Economics @GoldForecast]

Copper headed for 6.

[Millennial Potash Corp @MLPotash]

Why does $MLP.V | $MLPNF have one of the lowest OPEX + FOB ($/T MOP)?
🧱 Thick potash seams: +250m = fewer wells, higher recovery
🌍 Coastal Gabon location = fast access to 🇧🇷, 🇺🇸 & Asia
🛠️ Solution mining = less labor, no tunnels, lower CAPEX

#Potash #Mining #Africa

[Correlation Economics @GoldForecast]

Silver headed up.

[David Burrows @barometerca]

On top of #copper, #Silver and #Bitcoin weekly breakouts, Imperial Oil is clearly in a new secular bull trend as a leader in the energy sector.

Today...Big cashflows, big buybacks, double digit dividend growth and their long life assets have long term optionality on higher oil prices.

$IMO

[MINING.COM @mining]

Mali seizes more #gold from @barrick_mining as junta tightens grip https://t.co/aj5qXSDnpe

[Rock Bottom Entries @RockBtmEntries]

Silver breakout confirmed.

We’re on a fast track to all-time highs.

$SLV $SIL $SILJ #Silversqueeze

[David Burrows @barometerca]

If you like long term charts and big bases, it is pretty hard not to be bullish.

New secular bull market to join precious metals and uranium?

#copper $COPX $COPJ $HBM $FCX

[MINING.COM @mining]

Copper prices jumped to a record after US President Donald Trump announced plans to implement a 50% tariff on the industrial metal.

https://t.co/uQyl4wKMOu

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Up 50 cents on the COMEX to $5.53 - 50% tariffs coming

[Metallurgical Accounting @MetallurgicalAc]

American #Copper about to get a bump

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he is imposing a 50% tariff on copper.

[Correlation Economics @GoldForecast]

Soma Gold buys Escondida mine for $3m valued at $150m if you look at the 0.5% NSR buyback at $750K.
https://t.co/m529jEBD3J

$SOMA.V

[Rock Bottom Entries @RockBtmEntries]

Silver junior miners have broken out and are leading the metal.

It's time for another leg higher.

$SLV $SIL $SILJ #SILVERSQUEEZE