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
@threadreaderapp unroll

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Honza Černý

Honza Černý Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @honzacern1

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
Nov 5
🧵 THE SILVER STORM IS TURNING INTO A LIQUIDITY HURRICANE ⚡🥈

They told you silver was boring.
They told you manipulation would never end.

But look closer — the system itself is cracking. 👇 Image
Image
1️⃣ The Hidden Reservoir is Draining
The Fed’s Reverse Repo Facility — once holding $2.5 trillion — is now near zero.

That “ocean” of excess cash that kept markets calm?

💨 Gone.

No liquidity buffer.
No margin of safety.
When liquidity dies, real assets rise.
2️⃣ From Draining to Firefighting
The New York Fed’s own repo data shows daily spikes in emergency operations.

Translation: institutions are scrambling for dollars.

This isn’t “normal plumbing.”
It’s the first smoke before the next credit fire. 🔥
Read 10 tweets
Nov 4
🧵 THE U.S. GOVERNMENT SHUTDOWN — DAY 34
What happens to silver when the lights go out in Washington? 🏛️🥈 Image
1️⃣
The shutdown has lasted over 34 days — the longest in modern history.

Regulators are silent.

Reports are frozen.

And one of the most important market signals — the COT report — hasn’t been published since September. 📉
2️⃣
No COT = no transparency.

We’re flying blind.

No one knows how big the COMEX positions are, who’s net long, or how deep the shorts go.

Only one thing’s certain — uncertainty itself. 🌀
Read 7 tweets
Nov 4
🧵 MICHAEL BURRY JUST WENT 66% SHORT ON PALANTIR — HERE’S WHY IT MATTERS 💥

1️⃣
Michael Burry’s latest 13F filing shows a massive short position on $PLTR, making up 66% of his entire portfolio.

That’s not a hedge — that’s a full-scale conviction trade. 📉
2️⃣
Why $PLTR?

Because it represents everything Burry loves to bet against:

AI hype with no clear earnings
Retail cult following

A valuation detached from fundamentals

Classic “bubble DNA.” 🧬
3️⃣
Remember 2008?
Everyone laughed at him then, too.
But when the music stopped, he was the only one holding the score sheet. 🎼💣
Read 9 tweets
Nov 3
China's Strategic Move on Silver: What it Means for the Market and Global Politics 🇨🇳🥈

1️⃣ China's New Policy on Key Minerals China has officially classified silver, along with tungsten and antimony, as strategic minerals under export control.

This is a direct step to solidify China’s position in the global supply chain for critical materials.

But what does this mean for the silver market? 🧐👇Image
2️⃣ Silver’s Growing Strategic Importance With demand soaring in solar energy, electronics, and national defense, silver is becoming a cornerstone of global energy transition and security strategies.

China produces over 30% of the world’s silver, meaning they control a significant portion of global supply. 🌏🔋
3️⃣ The Impact on Global Supply This move will likely limit silver exports from China, reducing supply available to the rest of the world.

While it's not a total ban, increased regulation and export quotas will likely push the price higher. 💸📈 #SilverSqueeze
Read 9 tweets
Nov 2
🧵 China’s New Gold Rules: Bloomberg calls it a setback — but it’s actually a cleanup. 🥇🇨🇳

1️⃣
Bloomberg says “China ends gold tax break.”
Reality? China just made it easier for ordinary people to stack gold legally and tax-free.

Let’s break it down 👇 Image
2️⃣

From November 2025:

🔹 Annual tax-free limit for personal gold sales jumps from 200 000 RMB ($27 k) to 500 000 RMB ($70 k).

🔹 That means millions of Chinese can now buy, hold, and sell gold without paying VAT or income tax.
3️⃣

Plus — a brand-new tax deduction for gold investors.
If you invest through official channels (bars, ETFs, SGE), you can deduct 10 % of your annual gold investment from your taxable income.

Gold stacking is becoming state-endorsed.
Read 8 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(