Honza Černý Profile picture
Nov 6 10 tweets 2 min read Read on X
🧵 THREAD:

U.S. Declares Copper & Silver CRITICAL 🚨
This just changed everything for commodities and real assets. 👇 Image
1️⃣ It’s Official.

The U.S. Geological Survey has officially added SILVER 🥈 and COPPER ⚙️ to America’s Critical Minerals List.
That means they’re now considered vital to the nation’s economy and national security. 🇺🇸
2️⃣ Why It Matters:

This list isn’t symbolic.

It’s the blueprint for future policy — guiding billions in investment, mining permits, and trade protections.
In plain English:

→ “Critical” = “Strategic priority.”
→ “Strategic priority” = “Money and protection follow.” 💰🛡️
3️⃣ Action Triggers

✅ Basis for Section 232 probes (tariffs & trade restrictions).
✅ Opens federal funding for domestic mining & recycling.
✅ Strengthens supply chain security against China’s dominance.
This is about resource independence.
4️⃣ The Silver Twist 🥈

Silver isn’t just “precious” anymore.
It’s now officially recognized as industrial + strategic:

Used in:
☀️ Solar
🚗 EVs
⚙️ AI hardware
🛰️ Defense tech
Silver just graduated from a “store of value” to a national asset.
5️⃣ Copper Joins the Club ⚡

No electrification without copper.
Every EV, grid, solar farm, and data center runs on it.
No copper → no energy transition.
The U.S. finally admits it.
6️⃣ Big Picture:

This isn’t just a list.

It’s a signal — loud and clear — that the U.S. is preparing for resource wars and supply shocks.
The world is re-industrializing, and Washington doesn’t want to depend on imports.
7️⃣ The Bottom Line:
This is bullish for:
🥈 Silver
⚙️ Copper
and every domestic miner tied to them.
The monetary metal is now a critical metal.
History just turned a page.
8️⃣ What’s Next?

Expect:
📈 Investment into U.S. mining
📜 New federal incentives
⚠️ Possible tariffs on foreign supply
And one clear message:
Real assets are back in the spotlight.

#silvercriticalmineral
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More from @honzacern1

Nov 8
🧵 THREAD: This time they can’t suppress silver. 🥈

1️⃣
Michael Oliver just shocked the commodity world:
He’s scrapped his $60–70 target for silver and now sees $100–200/oz within two quarters.

That’s not hopium — it’s structural. Let’s unpack why this time might be different. 👇
2️⃣
In 1980 and 2011, silver exploded too —
📈 6 → 50 USD (+730%)
📈 17 → 49 USD (+194%)

But both times, they managed to crush it back down.
This time, the world has changed.

And the system that kept silver “under control” is cracking. ⚡
3️⃣
🇺🇸 The U.S. just classified silver as a Critical Mineral.
🇨🇳 China imposed export controls (starting 2026).
🇦🇺 Australia made it one of its 5 priority metals for 2024–2035.

Three continents, one message:
Silver = national security asset, not just an industrial metal.
Read 11 tweets
Nov 8
🧵 THREAD:
🥈 Why SILVER’s inclusion on the U.S. Critical Minerals List changes EVERYTHING 👇

1️⃣
When the U.S. adds a metal to its Critical Minerals List, people usually shrug:

“So what? There are 50 of them already.”

But this time… it’s different.
Because Silver isn’t just another mineral.Image
2️⃣
When Lithium was added, it meant:
⚡ “We need batteries.”

When Copper was added, it meant:
🔌 “We need wiring.”

When Silver was added, it meant:
💣 “We need CONTROL over the entire energy and technology chain.”
3️⃣
Unlike other critical minerals, Silver has no substitute.
Copper is slower.
Aluminum overheats.
Graphite burns.
Lithium leaks.

Only Silver conducts electricity and heat better than anything else on Earth.

And that makes it the bloodstream of modern civilization.
Read 12 tweets
Nov 8
🧵 THREAD:
The U.S. Supreme Court just allowed President Trump to block full SNAP funding. PART 1

Let’s unpack what this means for 41 million Americans who depend on food assistance — and why this decision hits deeper than just “budget discipline.” 👇 Image
1️⃣ What happened:

The Supreme Court issued a temporary stay — letting the Trump administration delay or reduce November’s SNAP payments while the case moves through the appeals court.

This isn’t a final ruling — but the damage begins now.
2️⃣ What is SNAP?

SNAP = Supplemental Nutrition Assistance Program, aka food stamps.

It helps low-income families buy groceries.

Cutting it, even temporarily, means empty fridges, longer food-bank lines, and chaos in stores like Walmart or Dollar Tree.
Read 14 tweets
Nov 8
🧵 LONDON JUST BLINKED — SILVER ISN’T “PLENTIFUL.” IT’S RUNNING OUT. 🥈

Lease rates exploded.

London had to yank 53.8M oz into the system just to calm things down.

You don’t do that when supply is comfy. You do it when metal is scarce.

Thanks to @jameshenryand Image
Image
1⃣

The vaults tell the truth.

LBMA silver: from ~1.1B oz (’21) → ~770M oz today.

That’s a third gone. While deficits run 5 years straight.
Paper can lie. Inventory cannot.
2⃣

Gold looks stable. Silver does not.

Why? Because silver is consumed — in solar, electronics, defense, medicine.

It leaves the vault, enters the real world… and doesn’t come back.
Read 13 tweets
Nov 6
🧵 THE GREAT SILVER DRAIN — EAST & WEST ALIGN 🥈🌍 Image
Image
1️⃣
Silver just hit $48+ globally.
China’s SGE silver vaults dropped over 90 tonnes this week.

And now, the Comex giants are queuing for physical delivery.

This is no random move — it’s the start of a global squeeze. ⚡
2️⃣
📄 Comex Silver Delivery Intentions – Nov 6 (CME Report):
Among those standing for delivery:

Wells Fargo

JP Morgan

RJ O’Brien

Advantage Futures

ADM

CME itself

When the biggest players take metal instead of cash,
you know the storm is real. 🌪️
Read 6 tweets
Nov 6
🧵 CHINA’S SILVER VAULTS ARE BLEEDING — THE PHYSICAL STORM IS HERE 🇨🇳⚡🥈

Thanks to @oriental_ghost Image
1️⃣
Silver just spiked +1.9% on Shanghai Gold Exchange.
Price closed near ¥11,422/kg ≈ $49.90/oz — almost $50 silver in China.

📈 Demand is overwhelming the system.
This isn’t paper speculation — this is physical.
2️⃣
Shanghai Futures Exchange (SHFE) silver vaults:
656,170 kg → 639,940 kg in ONE DAY
➡️ -16,230 kg

Meanwhile, Shanghai Gold Exchange (SGE) weekly vaults:
905,235 kg → 830,310 kg
➡️ -74,310 kg in ONE WEEK

That’s over 2.3 MILLION ounces of physical silver gone. 💨
Read 9 tweets

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