Chibuzo Ngwu

Palm Kernel Oil Producer @AfripactLtd | Markets Commentary | Curator @dx_nza @tedxawka | MSc Energy, Trade and Finance @BayesBSchool | B.Eng @ UNN

[Make Gold Great @MakeGoldGreat]

ALL THE COUNTRIES THAT HAVE BEEN SELLING GOLD TO BUY OIL -

WILL SOON BE SELLING EVERYTHING ELSE TO BUY GOLD.

[Kilostat @_kilostat]

A homeowner in Lagos asks three installers for a quote on a 5kVA solar system for a three-bedroom flat. The first comes back at N3.5 million. The second at N5.5 million. The third somewhere in between. All three are quoting what appears to be the same system size.

None of them is necessarily mispricing the system in the way the buyer assumes. The difference between those numbers shows how each installer interprets load, components, and risk.
Our latest blog post deconstructs this difference. Read now at https://t.co/0MpW6ceqlr

#solarquotesnigeria #solarnigeria #solarpanelsnigeria #lithiumbatteriesnigeria #solarcalculator

[Chibuzo Ngwu @ce_ngwu]

Decentralized micro units energy generation is the way to go in Africa. Plausibility of national grid frameworks is in the past.

[Kilostat @_kilostat]

In Kenya, formal net metering regulations already allow approved systems to receive credits for surplus generation exported to the grid.

While in South Africa, households in parts of the country can export excess electricity under municipal and small-scale embedded generation frameworks. Nigeria’s residential export market remains far less developed.

The Nigerian Electricity Regulatory Commission, NERC published draft net billing regulations in September 2025, but residential surplus export remains limited in practice, so excess generation often goes unused.

This new change is a pilot phase and a strong signal that Nigeria is embracing alternative energy as a solution to its unending power crises using the telecom industry blueprint… read below👇

[Chibuzo Ngwu @ce_ngwu]

Investors are shedding their stake in gold and other precious metals for oil. That’s why precious metals prices are crashing in a time it should surge.

[Chibuzo Ngwu @ce_ngwu]

I hope Nigeria can see reasons why we should support local refineries. Petroleum products would’ve been higher than what it is now due to the US Iran crisis

[Shanaka Anslem Perera ⚡ @shanaka86]

Silver. Right now. Same ounce. Same metal.

New York COMEX: $80
Shanghai SGE: $111
India MCX: $93
Japan retail: $120
Kuwait retail: $106

40% spread between New York and Shanghai.

The largest sustained divergence in precious metals history.

The arbitrage is obvious. Buy COMEX at $80. Ship to Shanghai. Sell at $111. Pocket $29.

Nobody can do it.

COMEX has 108.7 million registered ounces. Paper claims against them: 1.586 billion. Fourteen owners for every ounce that exists. In the first week of January, 33.45 million ounces were physically pulled from the vault. 26% of registered inventory gone in seven days.

One-month lease rates exploded to 8%. Normal is 0.3%. The cost of borrowing silver to arbitrage now exceeds the profit from the trade.

The mechanism that should close the gap is economically dead.

January 30. COMEX crashes 31% to $78. Worst day since 1980. Same day, Shanghai Futures Exchange settles at 29,487 RMB per kilogram. An all-time high. Two exchanges. Same metal. Opposite directions.

January 1, 2026. Beijing reclassifies silver as a strategic material. 44 companies licensed to export. They control 60 to 70% of global refined supply. The gate is locked.

Samsung stopped trusting the exchange entirely. Bypassed COMEX. Locked a direct two-year exclusive offtake deal with a Canadian mine for 100% of output. When the world's largest semiconductor buyer secures silver straight from the ground, the exchange doesn't have a pricing problem. It has a credibility problem.

There are two silver markets now. One trades electrons. The other trades atoms.

The atoms aren't lying.

Read the full deep dive institutional analysis!
https://t.co/n1qRHFvCvl

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Selling pressure accelerates across multiple asset classes as Bitcoin hits its lowest level since April 2025:

1. Natural Gas: -15.5%
2. ETH: -10.5%
3. Silver: -8.0%
4. Gold: -5.5%
5. Bitcoin: -5.5%
6. WTI Crude: -4.5%
7. Nasdaq 100: -1.5%
8. S&P 500: -1.2%
9. Dow 30: -0.8%

We are seeing historic volatility in commodities right now.

[Global Statistics @Globalstats11]

Top 40 Assets in the World 💸

1. 🏠 Real Estate – 672.09 Trillion
2. 🛢️ Oil – 117.93 Trillion
3. 🇨🇳 Chinese Yuan – 48.94 Trillion
4. 🪙 Gold – 32.93 Trillion
5. 🇺🇸 United States Dollar – 22.41 Trillion
6. 🇪🇺 Euro – 19.12 Trillion
7. 🔩 Copper – 17.03 Trillion
8. 🔥 Natural Gas – 14.36 Trillion
9. 🇯🇵 Japanese Yen – 8.27 Trillion
10. 🥈 Silver – 4.77 Trillion

11. 🇺🇸 NVIDIA – 4.65 Trillion
12. 🇬🇧 British Pound – 4.39 Trillion
13. 🇺🇸 Alphabet – 4.09 Trillion
14. 🇺🇸 Apple – 3.81 Trillion
15. 🇺🇸 Microsoft – 3.19 Trillion
16. 🇰🇷 Korean Won – 3.11 Trillion
17. 🇭🇰 Hong Kong Dollar – 2.60 Trillion
18. 🇺🇸 Amazon – 2.55 Trillion
19. 🇦🇺 Australian Dollar – 2.33 Trillion
20. 🇹🇼 Taiwan Dollar – 2.13 Trillion

21. 🇨🇦 Canadian Dollar – 2.05 Trillion
22. 🇺🇸 Meta Platforms – 1.81 Trillion
23. 🇹🇼 TSMC – 1.71 Trillion
24. 🇷🇺 Russian Ruble – 1.71 Trillion
25. 🇸🇦 Saudi Aramco – 1.66 Trillion
26. ₿ Bitcoin – 1.64 Trillion
27. 🇺🇸 Tesla – 1.61 Trillion
28. 🇺🇸 Broadcom – 1.57 Trillion
29. 🇨🇭 Swiss Franc – 1.43 Trillion
30. 🇧🇷 Brazilian Real – 1.38 Trillion

31. 🇺🇸 Berkshire Hathaway – 1.03 Trillion
32. 🇺🇸 Walmart – 949.88 Billion
33. 🇲🇽 Mexican Peso – 937.52 Billion
34. 🇺🇸 Eli Lilly – 929.76 Billion
35. 🇺🇸 JPMorgan Chase – 832.71 Billion
36. 🇮🇳 Indian Rupee – 791.20 Billion
37. 🇵🇱 Polish Zloty – 770.72 Billion
38. 🇸🇦 Saudi Riyal – 759.39 Billion
39. 🇰🇷 Samsung Electronics – 742.83 Billion
40. 🇨🇳 Tencent – 700.22 Billion

Note: Commodities and currencies are estimates.

Source: AssetMarketCap

[World of Statistics @stats_feed]

🌍 Top 10 contributors to global real GDP growth (2026)

1．🇨🇳 China — 26.6%
2．🇮🇳 India — 17.0%
3．🇺🇸 United States — 9.9%
4．🇮🇩 Indonesia — 3.8%
5．🇹🇷 Türkiye — 2.2%
6．🇳🇬 Nigeria — 1.5%
7．🇧🇷 Brazil — 1.5%
8．🇻🇳 Vietnam — 1.6%
9．🇸🇦 Saudi Arabia — 1.7%
10．🇩🇪 Germany — 0.9%

📌 China + India alone = 43.6% of global growth
📌 Asia-Pacific accounts for ~50% of total growth

Source: IMF

[Chibuzo Ngwu @ce_ngwu]

Haha! I wasn’t aware of this gap

[Fernando @fernandowavesfx]

To everyone surprised about gold drop. Just a reminder. Gold has a gap to fill at 1820$ .

[Chibuzo Ngwu @ce_ngwu]

This is the first amongst many gaps created during gold price surge. Let’s see if it gets filled.

[Chibuzo Ngwu @ce_ngwu]

When does the weekend gap created between $4333 and $4345 in gold price fill up?

[Chibuzo Ngwu @ce_ngwu]

I guess gold will finally fill all the gap orders with this current price slump.

[Chibuzo Ngwu @ce_ngwu]

Looks like Gold is about to correct to $4334 or no? Gold currently below price before US CPI inflation report which supports bullish gold.

[Richard Doxtator, CFA, MBA @ThatsSoAlpha]

@gothburz COMEX vaults… At the current pace of silver leaving COMEX vaults they could be empty this year.

Don’t take my word for it. Look for yourself. It’s updated daily. Look at the net change.

https://t.co/FhAqkJl8n3

They can’t print physical.

They can only print paper.

[Chibuzo Ngwu @ce_ngwu]

Gold spot finally valued at $5000 plus for the first time in history. I’ve watched gold grow like a baby over the years!

[Charlie Bilello @charliebilello]

The Fed started cutting rates in Sep 2024 with the 30-year Treasury yield below 4%.

They've now cut 175 bps and the 30-year is above 4.9%.

The Fed may be done with inflation, but inflation isn’t done with the Fed.

[Chibuzo Ngwu @ce_ngwu]

There are too many gold ATHs to keep up with. However, late Asian session, gold plummeted by 1.1% from a $4888 all time high. Perhaps, swing traders staying away from the market till after Trump’s speech early New York session today.

[Chibuzo Ngwu @ce_ngwu]

@SJosephBurns Keyword: can

[Holger Zschaepitz @Schuldensuehner]

Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey.

[Chibuzo Ngwu @ce_ngwu]

There was minimal volatility in the London and New York sessions as a result of US Martin Luther King Jnr national holiday

[Chibuzo Ngwu @ce_ngwu]

@goldseek $100 as trade wars thicken