Metals: weekly price & performance

🇦🇺 Weekly gold drilling highlights

Which held its value better since 2000, gold or stocks? Here’s how $10K in each performed 📈 This graphic, created in partnership with @bullionvault, shows how a $10K stake in gold and a $10K stake in the S&P 500 grew from January 2000 to October 2025. visualcapitalist.com/sp/bv01… #bv01

Solar power is so obviously the future for anyone who can do elementary math

Copper is approaching a pivotal inflection point, in my view. Just as $2,000/oz was a defining level for gold, the $5/lb threshold carries similar significance for copper. Once this level is decisively breached again, I believe copper could enter a phase of price discovery much like what we saw with gold. Copper is central to nearly every major infrastructure initiative of the coming decade — ranging from data centers and onshoring to grid modernization, the resurgence of manufacturing, residential development, and more. Exciting times likely ahead for overall metals in my view.

The energy transition is intensifying, with solar energy leading the way. Let's keep an eye on the evolution of all factors (including #lithium).

Indonesia’s Nickel supply was disrupted by a tragic landslide—reminding us how vulnerable global sources can be. $ACDC's project in B.C. is developing #Nickel responsibly to provide a secure, environmentally-conscious alternative. Details: bit.ly/4mAlHW1 #Mining #EV

Visualizing Europe’s Dependence on Chinese Resources ⛏️ elements.visualcapitalist.co…

🚀 AI's booming demand means massive energy needs! Our latest article dives into why domestic #Lithium is the key to powering the future of data centers and securing US energy independence. 🔗to LinkedIn Newsletter via :bit.ly/4kmFuXg (🇨🇦 $NILI.v | 🇺🇸 $NILIF | 🇩🇪 #DJ5C) #AISupplyChain #CriticalMinerals

Solar is ~100% of energy long-term

America Needs Lithium. Surge Has It. 🇺🇸 The U.S. is racing to secure critical minerals—and lithium tops the list. Surge Battery Metals is answering the call with the highest-grade lithium clay resource in the United States. With 11.2 Mt of LCE and grades up to 3,843 ppm Li, Nevada North is shaping up to be a cornerstone of America’s energy future. (🇨🇦 $NILI | 🇺🇸 $NILIF | 🇩🇪 DJ5C) #Geology #Lithium #RareEarths #Trump #Mining #CriticalMinerals

China makes up around 50% of the global e-commerce market. It’s no surprise that many global trends in e-commerce are coming out of China. Astounding chart from @tejparikh90’s latest FT piece. 1/

At market close on Thursday, May 22, 2025, average #lithium carbonate futures prices increased by 1.36%, exceeding average LC spot prices by CNY 1,628, increasing contango. Market sentiment was positive for the second consecutive day, as reflected by all futures in the green.

As Canada imposes steep tariffs on Chinese EVs and is pledging for faster project approvals, the shift toward a homegrown clean energy economy is gaining steam. Grid is optimistic—seeing opportunity in the push to strengthen domestic supply chains. A big play is underway. Let’s watch how it unfolds: bit.ly/4ko6JAv $CELL $EVKRF #CriticalMinerals #CleanEnergy #EV #SupplyChain

While I was discussing affordable EVs as a source of a #lithium/EV demand shock, general affordability was increasing in China. A tenuous line between "business as usual" demand and demand shocks of various types and magnitudes is starting to emerge.

If you believe parts of the media electric vehicle sales stalled. The data tells a very different story: Global electric car sales are accelerating at an unprecedented pace. Over past 3 years sales nearly tripled—reaching 17.3m new registrations in 2024 up from 6.5m in 2021.

Mining enough copper to develop the world will require its price to more than double, says study phys.org/news/2025-05-copper…

#Copper - Up 18 cents to $4.86 - What a day!!

Charted: ChatGPT’s Rising Traffic vs. Other Top Websites visualcapitalist.com/charted… via @visualcap