What the actual f**k?

"... but you hit the start of the new decade, it's pretty much all copper."

The administration is mulling carve-outs... 

“We cannot be subjective about coal. The question is how sustainably we can use it...”

"Eramet informs the market that its joint-venture PT Weda Bay Nickel ("PT WBN") has received an initial notification from the Indonesian authorities..." 

...the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify...

China’s four largest gold-backed exchange-traded funds posted record outflows — about 6.8 billion yuan ($980 million) on Tuesday — just days after they notched record inflows.

" ... this wave is the main driver of a lengthy bearish cycle for European natural gas (TTF) and LNG (JKM), which we expect to bottom in 2028/29."

Favorable weather in Brazil. 

"Spot momentum continues into the new year. Uranium pricing has shown continued strength..." 

China’s marginal advantage is a willingness to accept human and environmental costs other nations eschewed...

"Many key areas were well below 28 degrees for over four hours between Sunday and this morning."

"There's some light at the end of the tunnel for the winter-weary East Coast." 

"We want to end the war and we are ready..."

In a bloc-based world, key commodities are strategic assets and their clearing price increasingly includes a premium on the security of supply..

"While Winter Storm Fern's negative impact on US production has matched our baseline, incremental gas demand has beaten our expectations..." 

"Affordable Power. Grid Reliability. All from American Coal." 

USA Rare Earth’s (USAR) strategy is characterized by its comprehensive “mine-to-magnet” vertical integration, a significant geographic footprint across North America and Europe.

"The whole world right now is a sophisticated game of musical chairs; the chairs are precious metals." 

"Winter is Coming for Appalachia. "