Robin

U / Au / Ag

[Wall Street Gold @WSBGold]

🚨 GOLD OPTIONS ARE GETTING INTERESTING.

Open interest in the December $20,000 COMEX gold calls jumped by another 515 contracts, bringing the total to 28,212.

That is an enormous amount of positioning at a level most investors would laugh at today.

Someone is betting the gold market could look very different by year end. 👀🥇

[Kevin Bambrough @BambroughKevin]

Buying uraniums too…

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Physical gold-backed ETFs attracted +5.1 tonnes in inflows last week, the largest weekly inflow since mid-April.

In Dollar terms, investors bought +$1.1 billion, also the highest since mid-April.

This follows 4 consecutive weekly outflows, totaling -58.2 tonnes, or -$7.6 billion.

This brings the total gold ETF holdings up to 4,086.3 tonnes, in-line with mid-January levels.

By comparison, the all-time high was set in the last week of February, at 4,176.1 tonnes.

At last week's gold prices, this stands at $549.1 billion, 22% below the record $701.7 billion.

Gold ETF holdings are showing the first signs of a recovery.

[zerohedge @zerohedge]

China Gold Imports Soar To Two Year High, As Hong Kong Gold Bar Imports Surge Ahead Of Clearing System Launch https://t.co/xJlyZstzcj

[John Quakes @quakes99]

Boom!🎆 "As demand for reliable and #CleanEnergy skyrockets," the Government of #Canada has launched a new #Nuclear #Energy Strategy📜⏫⚛️⚡️🏗️👷 to catalyze $Billions in private investment to build a fleet of new reactors & expand #Uranium production⛏️🤠🐂 https://t.co/1cYBKYAt9O

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

China’s Gold Imports Surge to Most in More Than Two Years

China’s monthly gold imports reached their highest in more than two years in May, showing the world’s biggest buyer’s appetite for bullion remained resilient as prices remained under pressure.

Imports were around 163 tons last month, the highest since March 2024, according to customs data released on Saturday. Volumes for the first five months of 2026 were about 692 tons, up by about 76% from a year earlier. (Bloomberg)

[🤠Weimar Silver Baron🤠 @BankerWeimar]

India sells more US treasuries and SDRs while reiterating that it sold no #Gold following fake Bloomberg report they did (which was retracted)

[Cameco Corporation @cameconews]

Cameco welcomes the federal government's nuclear energy strategy, which recognizes that Canada offers multiple nuclear reactor technologies including the Cameco-owned AP1000® reactor. The strategy reaffirms that provinces hold jurisdiction over technology choice, which directly impacts how Canada benefits from its nuclear sector, both domestically and internationally. The Canadian-owned AP1000 light water reactor is a proven, ready-to-build today technology that will diversify the Canadian nuclear supply chain to work on the vast majority of nuclear projects that are currently underway or planned around the world.

The strategy is also clear that Canada has an important role to play in delivering secure, reliable nuclear fuel to allied partners facing geopolitical realities impacting national and energy security. With our tier-one uranium assets, world-class fuel services, and strategic investments across the nuclear fuel and reactor cycle, Cameco is fundamental to Canada’s nuclear energy strategy.

There is tremendous opportunity in front of the Canadian nuclear sector and Cameco looks forward to working with the federal, Ontario, Saskatchewan and Alberta governments to capitalize on it.

[CPAC @CPAC_TV]

LIVE: Energy Minister Tim Hodgson makes an announcement on nuclear energy
➡️https://t.co/8Ol62ATjex

EN DIRECT : Annonce du ministre de l’Énergie Tim Hodgson sur l’énergie nucléaire
➡️https://t.co/pjKLlbmL7J

#cdnpoli | #polcan

[🤠Weimar Silver Baron🤠 @BankerWeimar]

Don’t worry they are looking into it like the last two times 😆

#gold #silver #oil #gas

[🤠Weimar Silver Baron🤠 @BankerWeimar]

BLOOMBERG REVEALS #GOLD IMPORT RUSH AHEAD OF NEW CLEARING SYSTEM IN HONG KONG 🚨

“At least four of the 11 banks participating in Hong Kong’s new gold clearing system are importing large bullion bars in preparation for the mechanism’s planned launch in July”

[FinancialJuice @financialjuice]

UK PM Starmer expected to step down Monday and outline orderly departure: Observer report

[John Quakes @quakes99]

Yee-Haw!🤠🐂 Minutes ago another brand new US-made advanced #Nuclear reactor achieved what's called 'first criticality' as an operating new reactor.💥⚛️☢️ The US Nuclear Renaissance is definitely picking up speed as the rubber hits the road!🏎️🔥🤠🐂 #Uranium #RideTheNuclearWave🏄

[John Quakes @quakes99]

💰⚛️#Nuclear-sector dealmaking hit a 7-year high in 2025 with 25 transactions worth $1.5B, while the first half of 2026 has already seen $3B in announced deals with no sign of momentum slowing.🏇Countries across the #EU are expanding or reviving Nuclear programs🇪🇺⚛️❤️‍🔥🤠🐂#Uranium

[Gold Ventures 🟡 @TheLastDegree]

$MGG.v soaring on monster volume.
Something is cooking.

[Derek Quick @derekquick1]

$LEU Centrus Energy Just secured another major piece of the U.S. nuclear supply chain. Up 10% Pre market as they signed an LOI with $OKLO so leu can supply enough domestic HALEU fuel for up to FIVE Aurora powerhouses.
2029 deliveries. 1.2 GW Ohio campus. Potential prepayments. $900M DOE HALEU task order already in place.
The bottleneck isn't reactors. The bottleneck is nuclear fuel & uranium. The uranium squeeze is coming, there will br signs.

[John Quakes @quakes99]

Bam!💥🥊 @enCoreEnergy_EU (NASDAQ: $EU TSXV: $EU) Has Received Bureau of Land Management Authorization to Begin Construction at Dewey Burdock In-Situ Recovery #Uranium #Mining Project in #SouthDakota 🧾⚛️🏭👷🇺🇸🤠🐂 #Nuclear #EnergySecurity #NetZero #USA 🏄https://t.co/XU4UzSuMWK

[Nostra Thomas 🇨🇦 @SloCan68]

💥#BoomAlert 💥

@Energy_Fuels Receives Conditional U.S. Government Support to Accelerate Growth in Rare Earths and Critical Materials
$uuuu $efr #uranium #CriticalMinerals #RareEarths #nuclear #smr
👀 👇

[John Quakes @quakes99]

Yee-Haw!🤠🐂 Shares of US #Uranium & #RareEarths producer Energy Fuels (NYSE: $UUUU TSX: $EFR) are up +18% in pre-market trading on news of a $725M injection by US Dept of War to accelerate production & processing of critical materials 💰🏎️🔥🏭👨‍🏭🇺🇸🌊🏄 https://t.co/TY6wPLXBhZ

[Wall Street Gold @WSBGold]

IS A GOLD AND SILVER REVALUATION COMING? 🚨

Yes, these are special U.S. Mint releases, but $19,600 for one ounce of gold and $750 for half an ounce of silver go far beyond any normal collectible premium.

Maybe the Mint is quietly showing us where monetary metals are headed.