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Here to make money and protect #Gold #Copper #Silver #Silversqueeze #Nickel #Lithium #Energy #Commodities

[Robert Friedland @robert_ivanhoe]

This morning @GoldmanSachs released their latest note on copper, outlining its continued price resilience.

Even amid the recent geopolitical tensions, hawkish Federal Reserve commentary and a sell-off in AI stocks, the copper price still finished last week at $6.26 per pound on the Comex (its $6.31 per pound this morning).

Copper’s physical fundamentals remain supportive. Chinese copper inventories (or lack there of) have fallen to the bottom of their seasonal range (very compelling chart below👇)… meanwhile cancelled warrants from LME warehouses continue to rise (inventory marked for physical withdrawal).

AI is also an important future price driver, despite its current impact being small. Expectations of massive future investment in data centres, power grids and electrification continue to underpin an overall bullish sentiment.

Goldman Sachs’ base case for copper is that they expect limited price downside as plummeting inventories and growing ex-US copper market tightness continue to act as a cushion.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Copper price rises as key China gauge hits one-year high, Chile output losses mount
https://t.co/ONkl2TEOaY

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.52, up 18 cents a pound!

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are now cheaper relative to the S&P 500 than at any point in history.

This is the uncomfortable accumulation phase.

Fundamentals remain intact, but prices continue to test investors' conviction.

https://t.co/nXbkmVaOWR

[Elements @VCElements]

An interesting look at top countries by fossil fuel consumption in 2023 🏭

https://t.co/uHYx2Awsrb

[Katusa Research @KatusaResearch]

Gold is down 16% from the peak, and ETF holders refuse to sell

Corrections end when the sellers are exhausted, and this one couldn’t find any

[MinerDeck @MinerDeck]

Metals: weekly price & performance

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Chile's May copper output falls sharply across top miners

Codelco’s production down 18.3% year-on-year to 106,300 metric tons
Output at BHP-controlled Escondida fell 17.6% to 108,800 tons, while production at the Collahuasi mine dropped 19.3%
https://t.co/G7eCP49D2g

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.64 in new all time high teritory

[Visual Capitalist @VisualCap]

Ranked: The 10 Countries That Control Global Trade 🚢

https://t.co/JGNoz7x27W

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.55 a pound, up 16 cents!

[MiningVisuals @MiningVisuals]

Silver Market Balance: A 2026 Update 📊

Read More: https://t.co/mBiwy8wrOb

[GregS @RetiredOnLi]

It's a great Monday on "multiples" levels..:)
$qtwo

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.45 a pound going into the week!

[MinerDeck @MinerDeck]

🏆 MinerDeck's Silver Drilling Leaderboard 🏆

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Codelco the world’s biggest copper miner fires executive after audit points to overstated output for part of its 2025 production, and 27-year copper output low
https://t.co/Q0PAtwMzfx

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.66 a pound, still on fire 🔥🔥

[Elements @VCElements]

Two rival technologies powering the future of energy 🔋

https://t.co/uw5gTBgF9n

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.54 up another 8 cents a pound. Next stop $6.75.