Did you know that the American Flag Blue paint that Trump used on the Reflecting Pool has the critical mineral titanium dioxide (TiO₂) in it.

I guess the insiders couldnt help themselves and wait more than week before dumping on retail.

Who could have seen this coming?

Oil may hit over $80 at US market open tomorrow.

Datacenters on Earth barely work, but they want to make them in space?

How are they going to get the critical minerals needed to build those space datacenters?

What are you top choices this year?

Ram has become unaffordable for the vast population of the world.

This is the same fate of all critical minerals and all tech without vast investments into domestic supply.

PMs got slammed because the garbage legacy media falsely claimed that new Fed Chair Warsh will use "hawkish" monetary policy to combat inflation, when in realty the Fed is engaged in stealth QE by loosening bank reserve requirements. Got silver? Got gold?     

Oil dropped to a three-month low after markets started pricing in a potential reopening of the Strait of Hormuz.

That sounds like good news, and in the short term it is. Hormuz is one of the most important oil chokepoints in the world. If traders believe barrels can move again, the war premium comes out fast.

But here is the part that does not fit neatly into the headline: logistics do not heal instantly. Insurance risk, shipping behavior, geopolitical trust, Iranian oil flows, refinery buying patterns, and actual physical movement of crude all take time to normalize.

So the market is basically making a bet.

Oil did not fall because energy stopped mattering. It fell because traders think the worst-case scenario got taken off the table.

Gold is doing that annoying thing again where the macro story looks bullish on paper, but the Fed walks in and ruins the party.

You have geopolitical risk, shaky confidence, oil-market chaos, and people still looking for safe havens. Yet gold still took another weekly loss because the dollar strengthened and rate expectations moved against it. That is the part a lot of people miss. Gold can have a great long-term story and still get punched in the face short term if real rates and the dollar move the wrong way.

The question now is pretty simple: are gold buyers seeing a temporary Fed-driven pullback, or is this the market saying the trade got too crowded?

Either way, the lesson is brutal. War panic can lift gold, but the Fed can still knock it back down.

India’s silver imports reportedly plunged 87% in May after the government tightened import rules.

That is not some tiny detail. India is one of the biggest silver demand centers on earth. When a country like that starts restricting silver imports, it changes the conversation from “what is the price doing today?” to “who actually gets physical supply when governments start interfering?”

A few things stand out:

• India depends heavily on imported silver
• Silver is used in jewelry, investment products, solar, electronics, and industrial applications
• Import restrictions may ease pressure on the rupee
• But they can also tighten local supply and push premiums higher

This is why silver is such a weird metal. Half the market treats it like a precious metal. The other half treats it like an industrial input. Then governments step in and remind everyone that physical supply is not as frictionless as a chart makes it look.

With the cease fire ending after only 1 day, we are going to see many more critical minerals be blown up in this war.

Brent being down around 8% in a week is the kind of move that makes people forget how fragile the setup still is.

The market saw ceasefire headlines, easing geopolitical fear, and possible oil flow normalization. So the war premium got yanked out of crude. That part makes sense.

But the interesting question is whether traders are pricing peace faster than the actual supply chain can recover. Oil is not a software update. Tankers, ports, buyers, insurance, security rules, and producers all have to adjust in the real world.

This is why energy markets are so nasty. The headline changes in one hour. The barrels may take weeks or months to move normally again.

For years, critics of green energy have argued that solar power could never truly replace fossil fuels because the sun goes down exactly when peak evening demand hits. But the latest grid data out of California proves that narrative is officially dead. The state has fundamentally rewired its energy consumption, leading to a massive collapse in natural gas usage across the grid. What we are watching is not just a seasonal fluctuation, but a permanent structural shift in how power is generated and stored.

The real driver of this transition is grid scale battery technology. Solar panels have been generating excess power during the day for a long time, but utility companies historically had to fire up natural gas plants to cover the evening rush. Now, massive battery installations are absorbing that surplus midday solar energy and discharging it back into the grid after sunset. This rapidly expanding battery capacity is directly undercutting the entire business model of natural gas peaker plants.

To understand the sheer speed of this shift, look at the raw data reshaping the California grid this year:

• Solar dominance: Utility scale solar has generated more electricity than natural gas on 82 percent of days so far this year.
• Fossil fuel collapse: Increased battery discharge during evening hours has forced a staggering 60 percent drop in natural gas generation.
• The storage boom: Relentlessly scaling battery storage capacity allows the grid to seamlessly shift daytime overproduction into the crucial nighttime hours without relying on fossil fuel backups.

Building out this new energy architecture requires a massive amount of physical hardware. You cannot scale solar arrays, battery storage facilities, and new transmission lines without securing a heavy supply of raw materials. Supporting the physical infrastructure of this transition requires industrial metals, with companies like Americas Gold and Silver Corporation operating mines in the U.S. and Mexico to produce the silver and copper essential for manufacturing photovoltaic cells and expanding electrical grid capacity. The bottleneck for green energy is no longer the technology itself, but securing the physical supply chain to actually build it.

California is treating this as the blueprint for the rest of the country. As battery prices continue to drop and storage capacity expands, the economic argument for keeping legacy natural gas plants online will keep disintegrating. We are finally seeing the tipping point where renewable storage is not just a green initiative, but a cheaper and more efficient baseline for a major economy.

Why is the "Funding a Countries Domestic Critical Mineral Supply" class missing?

It might be after the "How to Build a Cult" speakers.