Nikhil Amin

BREAKING: China’s central bank bought +8 tonnes of gold in April, the most since December 2024. This follows +5 tonnes acquired in March, the 2nd-largest two-month addition since Q1 2024. This also marks their 18th consecutive monthly purchase, bringing total official holdings up to a record 2,322 tonnes. Year-to-date, China’s central bank has bought +15 tonnes of gold, on track for its biggest annual purchase since 2023. Since 2022, the country has officially increased its gold holdings by +372 tonnes, or +19%, making China one of the strongest gold buyers in the world. China is buying the dip in gold.

Central banks added gold holdings at the fastest pace in more than a year in the first quarter, per Bloomberg.

Uranium Supply Crunch Worsens Amid Kazakhstan’s Plan For Strategic Reserve zerohedge.com/energy/uranium…

The global silver market is expected to remain in a deficit for a sixth consecutive year amid robust demand for bars and coins, and declining supplies, according to the Silver Institute bloomberg.com/news/articles/…

Energy Fuels produced a so-called heavy rare earth element for the first time at its plant in Utah, advancing efforts to build a domestic supply of critical minerals used in electronics and defense technology. bloomberg.com/news/articles/…

The QB room's newest member. Welcome to Chiefs Kingdom, @justnfields‼️

@KobeissiLetter They died to protect isreal, not the US. Shame they died for no cause, but will always be grateful for those who paid ultimate sacrifice

BREAKING: The US announces that all 6 crew members that were on the crashed Air Force KC-135 Stratotanker have died.

CHINA IS DUMPING US TREASURIES AND LOADING UP ON GOLD: CHINA GOLD RESERVES HIT A RECORD 74.1 MILLION OUNCES.

Bitcoin’s “digital gold” promise is unraveling as traders forgo the token for surging metals, exposing a narrative that once defined the asset’s macro appeal bloomberg.com/news/articles/…

The US can have… 1) a strong USD (which means we run out of air defense missiles in <1 month of medium intensity combat defending Israel, & then have to ask China nicely for critical minerals to make more), or… 2) a weak USD “What…do…you…WANT?” We have chosen wisely IMO

Ever wonder how minerals connect to the future of clean energy and advanced technologies? @Energy_Fuels recent YouTube video describes how we process #HeavyMineralSands and why they’re a critical link to the #RareEarths magnets powering the modern world. ⛏️Rare Earths are essential for permanent magnets used in electric mobility, wind energy, robotics, drones and defense technologies. ⛏️ Heavy Mineral Sands like titanium and zircon play a vital role in construction projects, pigments and ceramics. Watch the full video to learn more: youtu.be/bPfIiMC_F8Q?si… $UUUU $EFR #mining

Ladies and gentlemen — our time has arrived. Welcome to triple-digit silver. Before anyone calls a top, remember this: Silver’s total value relative to global debt outstanding is just 0.6%. Game on.

US uranium group to buy Australian miner in race to secure rare earths ft.trib.al/m3g2lgM

JUST IN - Japan to restart world's biggest nuclear plant after 15-year shutdown, while Germany has shut down all its nuclear plants in the meantime.

🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 Read the full details in our most recent press release: investors.energyfuels.com/2026-01-20-Ene… $UUUU $EFR #EnergyFuels #rareearths

🇩🇪 Germany's Chancellor Merz says it was a 'serious strategic mistake to phase out nuclear energy'.

BREAKING: Silver prices extend gains to +9% on the day, now above $78/oz for the first time in history. Silver is now a $4.4 TRILLION asset, just 4.5% away from surpassing Nvidia as the 2nd largest asset in the world.

BREAKING: Shanghai silver prices soar to a record $80/oz, now officially up over +150% YTD. China is facing a literal shortage of physical silver.

Giddy-up