"While military options still exist, the focus is to first use economic pressure..." 

Copper is trading like the core macro commodity of the AI and electrification era, and policy is now as important as supply and demand fundamentals...

Orsted shares puke. 

Why is China furious? Well... It's the largest buyer of Venezuelan crude. 

"It would be the collapse of the Cuban economy, no question about it." 

...on the macro side, commodities will likely remain at the center of the US-China race for geopolitical power and for tech and AI dominance...

"There is also a risk that the administration goes quiet on copper tariffs and no announcement is made in 2026, and refined..." 

"Global coal demand rose to an all-time high in 2025, up ..." 

Warns the blockade "will only get bigger"...

"Implied vols across the optionable lithium miners..." 

Louisiana Offshore Oil Port?

The U.S. Army will develop small-scale refineries to ensure domestic supply of critical minerals for defense and military purposes as the United States and the Western allies look to reduce their dependence on China. 

'This colder than normal winter in the US is driving us to leave our end of Oct26 storage balances at a relatively low level." 

Farmers have expressed rising frustration over the slow pace of Chinese purchases

China’s independent refiners are buying sanctioned Iranian crude again and raising their processing rates, making room for Iran’s oil to move out of floating and bonded storage and potentially easing the year-end glut on the market. 

Please "Make Global Warming Great Again." 

"Already-stretched speculative length means..." 

 

"The move here in Copper +1.9% {LMCADS03 Comdty} is all about the Asian ..." 

"A HUR official familiar with the operation said the blast was triggered by a remotely detonated explosive fitted with ..." 

China has gained control not only of critical minerals but also of their production. A new technique could solve both of these problems.