Commodity markets are sending a message.
Years of underinvestment + rising geopolitical risk + accelerating demand = tightening physical markets.
The question is no longer whether the world needs more metals.
The question is where new supply comes from. 🚀
Frank Giustra: Position in Junior Miners Before the M&A Cycle Returns.
With only a limited number of world-class copper deposits remaining, Frank Giustra warns that increasing scarcity will drive consolidation, with majors acquiring junior explorers as M&A activity picks up.
Watch the full Top of Mine interview to hear his outlook on mining M&A: https://t.co/OkH0Fg5Xnq
#Tungsten hunt continues. Western markets are incredibly tight with just a handful producers. The few producers are not pricing in the "higher-for-longer" scenario right now if you look towards $EQR.AX.
There is imo a tsunami of investment money coming into the #commodities sector that will drive junior resource companies to quite remarkable levels. The neon flashing signals of this abound. I would not let the current subdued sentiment and market stagnancy dissuade you. #copper #zinc #nickel one year charts are clear ⬇️⬇️⬇️
🚨 LITHIUM MARKET SETUP LOOKING VERY INTERESTING 🚨🔋⚡
Everyone focused on rising LC warehouse warrants but are we missing what happens NEXT? 👀
Yes, inventories increased 📦 But ~50kt = only around 12–13 days of apparent consumption 🤏
And what’s inside matters: 🔄 Legacy liquidation ⏳ Delayed offtake 🏭 Strategic positioning
This doesn’t automatically scream “demand collapse” ❌
Meanwhile REAL demand keeps surprising:
��� EV sales remain STRONG 📈 🔋 Bigger batteries = MORE lithium per vehicle ⚡ 🏗️ Energy storage demand booming with order books stretching YEARS 🔥
Now watch GFEX closely 👀📊
Could the current decline be nearing exhaustion? 🤔
If: ✅ Warrant growth slows ✅ Spot prices stabilize ✅ Buyers keep accumulating dips ✅ Producers continue withholding supply
Then a sentiment shift could happen FAST ⚡
Remember: commodity markets often bottom when headlines are MOST bearish 📰🐻
A short-covering rally + improving fundamentals = potential GFEX momentum reversal 📈🚀
Weak hands shake out first. Smart money watches positioning 🎯
Volatility ≠ broken fundamentals 🔋
#Lithium #GFEX #LithiumCarbonate $LKE $LLKKF #BatteryMetals #EV #ElectricVehicles #EnergyStorage #Mining #Commodities #CriticalMinerals #EnergyTransition #Investing #Stocks #Argentina
Junior Mining stocks are on the verge of a historic breakout.
2016. 2020. 2025.
All appetizers.
The main course is just ahead.
Commodities go mainstream soon - likely led by silver into a parabolic blow-off.
More millionaires will be made in mining and commodities over the next 5 years than in AI.
I know that sounds wild. Hear me out.
AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV.
The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years.
Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run.
AI gets the headlines.
The shovels get the returns.
Full conversation: https://t.co/icf4kdliTS
For years the battery industry has accepted a trade-off: sulphide chemistry for performance, or non-sulphide chemistry for safety. $CRR first-pass results challenge that assumption.
The real advantage here is manufacturability, not just safety.
🔋 Sulphide-class performance. Without the sulphur.
For years the battery industry has accepted a trade-off for solid-state battery development: sulphide chemistry for performance, or non-sulphide chemistry for safety. $CRR first-pass results challenge that assumption.
The real advantage here is manufacturability, not just safety.
Direct relevance: defence, aerospace, drones, data centres — where conventional lithium-ion faces thermal runaway risk and cooling constraints.
ASE + DSD — two programs. One integrated battery strategy. ✅
🔗 https://t.co/wfIeXXlFya
#ASX #CRR #SolidStateBattery #BatteryTechnology #CriticalResources #ASXSmallCaps #EnergyStorage