R K-L

Entrepreneur: a person who organizes + operates a business or businesses, taking on greater than normal risks in order to deliver superior results.

[Mind Essentials @Mind_Essentials]

Life is not the same for everyone. Be grateful.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

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

[Miles Franklin Precious Metals @MilesFranklinCo]

.@LukeGromen says the U.S. and China are trapped in a system neither side can live with anymore.
“The release valve becomes the dollar.”
In this episode of The Real Story with @MichelleMakori, Gromen lays out why:
- gold may need to be revalued against oil
- the dollar could be intentionally weakened
- gold could rise to $15,000-$22,000 in a monetary reset
- and in a true dollar crisis, gold could go 10X from here
He also explains why central banks keep buying gold, why China may own far more gold than reported, and where Bitcoin fits into the new monetary order.
Watch the full episode of The Real Story:
https://t.co/w3CdB1ZsdS

[Dr. Copper🔋🌎⛏️ @CopperBullish]

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

[Mr. Uppy @MisterUppy]

Copper is mooning.

I told you all a long time ago it is the metal of the future.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Demand Transitioning

[Lukas Ekwueme @ekwufinance]

Robert Friedland: If you think we have enough copper you’re dreaming

- In human history, we have mined ~700 Mt of copper
- In the next 18 yrs, we need to mine the same amount as in the last 10k yrs
- And that’s without factoring in renewables, data centers or wars

We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available.

The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper.

- Since 1900, energy required to produce copper is up 16x
- Water consumption is up 2x
- Mines are deeper and smaller
- Grades are declining

We now need more resources to produce the same amount of copper.

- 6 Tier-1 copper mines must come online every year for the next 24 yrs
- The last major copper mine came online in 2021
- Major copper discoveries are down ~80% over the past 2 decades

That’s a long way of saying copper prices must rise to incentivize new production.

[R K-L @KLRahim]

@PakStartup Hard work never hurt anyone 💪. Well deserved accomplishment!

[Dr. Copper🔋��⛏️ @CopperBullish]

#Copper - Now selling for $6 a pound!

[Oliver Groß @minenergybiz]

This is timely for the upcoming earnings season 😂

[TheGladiator @TheGladiatorHC]

The war can delay the commodities super cycle, but it can't stop it from happening.

[MiningVisuals @MiningVisuals]

Development Timelines: Copper Mines vs. AI Data Centers ⏲️

AI infrastructure scales in 18-24 months. New copper mines take an average of 17.9 years.

Read the full breakdown: https://t.co/qzYnO3Xvil

[Jack Prandelli @jackprandelli]

THE MINERALS MAP THAT RUNS THE WORLD🌎

🔋 Cobalt
• 🇨🇩 DR Congo controls 76% of global supply
One country. One chokepoint.

🔌 Nickel
• 🇮🇩 Indonesia produces 60% of the world’s nickel
The backbone of batteries and stainless steel.

⚡ Lithium
• 🇦🇺 Australia 37%
• 🇨🇱 Chile 20%
• 🇨🇳 China 17%
Mining is diversified. Processing is not.

🧲 Rare Earths
• 🇨🇳 China controls 70% of production
And an even higher share of refining. This is the real leverage point.

☢️ Uranium
• 🇰🇿 Kazakhstan ~39%
• 🇨🇦 Canada ~24%
Nuclear security is already multipolar.

🪙 Copper
• 🇨🇱 Chile 23%
• 🇨🇩 DR Congo 14%
• 🇵🇪 Peru 12%
Exactly where political risk and ESG friction are highest.

The West does not have a reserves problem.
It has a control problem.

Mining is fragmented across:
• Africa
• Latin America
• Central Asia

Processing, refining, and downstream leverage are highly concentrated, often outside the US and Europe.

That is why:
• Industrial policy is back
• Supply chains are being militarised
• “Friend-shoring” matters more than price
• Minerals are replacing oil as the strategic constraint

Which mineral do you see as the biggest hidden bottleneck over the next decade. Copper, lithium, rare earths, or uranium?

(Do not forget to subscribe to my newsletter link in my bio)

#CriticalMinerals #Geopolitics #Commodities #Mining

[R K-L @KLRahim]

@StormExInc Congratulations to Bruce and the team at @StormExInc

[Aga Khan Development Network @akdn]

This International Women's Day, see how quality childcare creates wins for everyone. From Nairobi to Lisbon, AKF's work shows that when mothers can work and children can learn, entire communities prosper.

@AKF_Global

#InternationalWomensDay #Childcare #WomenEmpowerment #Portugal #Kenya

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump has brokered a "multimillion-dollar" gold deal between the US and Venezuela, per Axios.

Details include:

1. Venezuela's state-owned mining company, Minerven, agrees to sell up to 1,000 kilograms of gold destined for US markets

2. Trafigura will "shepherd" the gold to US refineries under a separate arrangement with the US government

3. The contract calls for 98% final gold content, sources say

4. The deal could be worth more than $150 million

The US is eying Venezuela's gold.

[TheGladiator @TheGladiatorHC]

Most bullish Gold Targets by the end of 2026. IF anyone of these eventuate, we are going to be very rich.

Goldman Sachs – ~US$6,800–7,000
HSBC – ~US$7,000
ANZ Bank – ~US$7,000
Bank of America – ~US$7,000
Macquarie Group – ~US$7,000
Jeffrey Gundlach – ~US$7,500
Gary Wagner – ~US$7,500
John Ing – ~US$8,000
Correlation Economics – ~US$8,000
Rob McEwen – ~US$8,900
WisdomTree – ~US$9,000
David Rosenberg – ~US$9,000
World Bank – ~US$9,500
ING – US$10,000
ABN AMRO – US$10,000

[R K-L @KLRahim]

@JrMiningNetwork @VukasinPekovic Congrats

[R K-L @KLRahim]

@PlanetOfMemes American Cheese

[Wimar.X @DefiWimar]

🚨 WARNING: SOMETHING BIG IS COMING.

2007-2009 HOUSING COLLAPSE:
Gold pumped $670 - $1,060

2019-2021 COVID-19:
Gold pumped $1,200 - $2,030

2025-2026 NOTHING (YET):
Gold pumped $2,060 - $5,520

If you still think nothing will happen

YOU'RE WRONG.

Gold doesn't move like this in a normal market.

Gold moves like this when TRUST is breaking.

I've studied macro for 10 years and I called almost every major market top, including the October BTC ATH.

Follow and turn notifications on.

I'll post the warning BEFORE it hits the headlines.