⛏️ 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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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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