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- ⛏️ Metals Pull Back
⛏️ Metals Pull Back
PLUS: Uranium Goes Strategic
👷♀️ Greetings Contrarian!
This is The Next Big Rush, your daily drop of mining and energy investing news. Where we come together and take the pups for a walk. 🐶
📝 Here are the highlights
🧐 Metals Pull Back
😎 Uranium Goes Strategic
🐦 Canada’s Atomic Moment
📌 Daily Commodity Prices

Source: TradingEconomics and Numerco.
🧐 Metals Pull Back
Silver pulled back after hitting a new record high of $83.62/oz, retreating about 5% to ~$75/oz, while gold eased 1.7% from near-record levels to ~$4,455/oz as traders locked in profits and safe-haven demand softened amid optimism around potential Ukraine peace progress.
Platinum and palladium also fell sharply after recent peaks, and analysts attributed the declines mainly to year-end profit-taking, with markets now watching upcoming U.S. Federal Reserve meeting minutes for clues on interest-rate policy.
Despite the pullback, gold is up ~72% year-to-date and silver ~181% on the back of softer U.S. monetary conditions, strong central-bank buying, supply tightness and rising investor and industrial demand.
😎 Uranium Goes Strategic
Following a recent U.S. Federal Register notice, domestic uranium producers are being positioned as part of the national defense framework rather than purely market-driven mining companies.
The notice frames U.S. uranium as critical infrastructure, with the government moving to streamline approvals, reduce regulatory delays, and support supply-chain coordination across the nuclear sector.
Through the new UFIRM mechanism, Washington is also signalling price-stability backing to help ensure U.S. uranium projects are not derailed by global price volatility — effectively embedding domestic uranium supply into national security strategy.
If applied correctly, this could be very very big.
📰 In Other News
🐦 Canada’s Atomic Moment

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Happy Speculating!
The Editor
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.
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