R.

Serial Entrepreneur @Vsnet_ | @kenusngarments | Options Trader/Software Engineer | I tweet about creating assets 💴 *Not financial advice

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Strategic Petroleum Reserve (SPR) fell -5.5 million barrels last week, to 326 million barrels, the lowest since May 1983.

This marks the 13th consecutive weekly decline, the longest streak since the 2021-2023 period, per Zerohedge.

Over this time period, US oil reserves in the SPR have fallen -89 million barrels.

This represents 51.7% of the planned 172 million barrels to be released under a relief program coordinated by the IEA to lower energy costs.

By comparison, the US added +69 million barrels of oil to the SPR between July 2023 and March 2026.

US oil reserves are being depleted at a historic pace.

[Jack Prandelli @jackprandelli]

🪨 These rocks run the world 🌍

Steel, power grids, EVs, missiles, data centers.
They all start here. not in factories, but in ores.

#Copper, iron, #Lithium , nickel, #uranium, rare
earths.

⚠️Different rocks, same story: hard to find, harder to scale

what is important : supply chains, geopolitics, and time.

You can’t print metals.
And you can’t rush mines.

That’s why resources are back at the center of power.

do not miss my latest article on copper , link in the below comments👇

#mining #minerals

[Global Markets Investor @GlobalMktObserv]

‼️Leverage is rapidly building across the US financial system:

US leveraged ETF assets have surged to a record ~$200 billion.

At the same time, banks' net equity repo positions have climbed to nearly the same amount.

Net equity repo positions show how much banks are financing stock trading and leverage in the market.

The two measures have tracked each other remarkably closely over the last ~2 years, underscoring just how quickly leverage is building across the market.

This comes as leveraged ETFs rely on banks to finance and support trading leverage across multiple channels.

As demand for leveraged exposure rises, banks are expanding their balance sheet capacity to support it.

This suggests leverage is not limited to retail investors.

Leverage is no longer contained to isolated pockets of speculation, it is spreading through the system.

[Hedgeye @Hedgeye]

The futures market is now pricing 1.2 rate hikes by year-end

[BRICS News @BRICSinfo]

JUST IN: 🇦🇪 UAE says it successfully blocked a series of cyberattacks targeting the country's financial sector.

[Jack Prandelli @jackprandelli]

🚨 THE ENERGY TRANSITION NEEDS 293 NEW MINES BY 2030

Battery demand alone requires:

• 61 new copper mines
• 52 lithium mines
• 31 natural graphite mines
• 29 rare earth mines
• 28 nickel mines

Copper gap:

• Current supply. 22.9M tonnes
• Additional needed. 3.7M tonnes

Lithium gap:

• +1.2M tonnes required

This is industrial scale expansion.

Permitting takes 10–15 years.
Capex is exploding.
Ore grades are declining.

If projects don’t accelerate:

• Mineral inflation returns
• EV margins compress
• Energy transition slows

The constraint isn’t demand.

It’s geology.

For me the most interesting one is copper, and i explained why in my latest article.

The link is in the below comments👇

[*Walter Bloomberg @DeItaone]

$INTC : HSBC RAISES TARGET PRICE TO $200 FROM $100

[China pulse 🇨🇳 @Eng_china5]

An advanced Chinese aircraft featuring a full carbon‑fiber body, vertical takeoff and landing, high durability, excellent stability, and strong aerodynamic performance — placing it among the world’s best.

[Global Markets Investor @GlobalMktObserv]

🔴Foreign investors are amplifying the pressure on Japan's bond market:

Overseas investors dumped -¥3.12 trillion, or -$19.2 billion, of Japanese government bonds so far in June, the largest monthly outflow since January 2023.

This comes as Japan's bond market, the world's 3rd-largest, posted a largely flat month despite a weakening yen, the Bank of Japan's retreat from active bond purchases, and mounting concern over the government's spending plans.

Large redemptions likely added to the pressure, as ¥22.1 trillion, or $137 billion, worth of maturing bonds in June forced the government to refinance that amount through fresh issuance at the same time foreign demand was weakening.

Foreign investors demanding higher compensation for holding Japanese bonds reflects a rational response to a genuinely riskier environment, as the era of treating JGBs as a near-riskless, low-volatility asset is definitely over.

One of the world's largest and most trusted bond markets in the past is being treated like a risky bet.

[unusual_whales @unusual_whales]

JUST IN: Goldman Sachs, $GS, has said investors are rotating out of the Magnificent Seven and into AI beneficiaries such as semiconductor stocks, favoring them over hyperscalers bearing heavy AI spending.

[BRICS News @BRICSinfo]

JUST IN: 🇮🇷 IRGC members seen mourning as Iran prepares to bury Supreme Leader Ali Khamenei.

[Open Source Intel @Osint613]

Pakistani PM Shehbaz Sharif and Army Chief Asim Munir at Ali Khamenei's funeral.

[zerohedge @zerohedge]

*BLACKSTONE’S QTS ABANDONS MASSIVE DATA CENTER IN VIRGINIA

[BRICS News @BRICSinfo]

JUST IN: 🇷🇺🇵🇱 Russia planning attack on Poland to test NATO's response, US warns.

[Kalshi @Kalshi]

JUST IN: Canada unveils plans for new oil pipeline to break dependence on US

[Ursula von der Leyen @vonderleyen]

Dear @michaelmartin, we share a priority: a stronger and more competitive EU economy.

@Ireland2026eu has an ambitious agenda to deliver on our 'One Europe One Market' plan:

So we can make Europe the best place to innovate, invest and scale.

And we count on you to help make our new generation of trade deals operational as quickly as possible, starting with India.

[unusual_whales @unusual_whales]

Meta’s $META Zuckerberg says AI development hasn’t accelerated in way we expected, per Bloomberg

[*Walter Bloomberg @DeItaone]

HASSETT: JOBS DATA CONSISTENT WITH STRONG ECONOMY

[*Walter Bloomberg @DeItaone]

TRADERS OF SHORT-TERM INTEREST RATE FUTURES TRIM RATE HIKE BETS AFTER WEAKER-THAN-EXPECTED JOBS DATA

[elf 🚩 @nedvaknandee]

Palestinian guerilla