Uranium, Platinum, and Copper Are Telling a Bigger Story - Watch This Setup Closely | Lobo Tiggre

Описание: Uranium prices are holding above $74/lb - but the equities still haven’t broken out. Platinum just surged past $1,370/oz, beating gold, silver, and Bitcoin in 2025. And copper? President Trump’s 50% tariff is triggering a global reroute that’s draining inventories across China, Chile, and the African Copperbelt.

In this interview, Lobo Tiggre, founder of The Independent Speculator, breaks down why the second half of 2025 may look nothing like the first - and why most investors are missing the deeper signals behind today’s metals markets.

From uranium supply pressure and central banks going local for gold, to platinum’s military importance and copper’s record arbitrage, this conversation separates the signal from the noise.

Key topics:
-Why uranium stocks are still lagging despite tight supply
-Platinum’s 54% surge and the geopolitical tailwinds behind it
-Trump’s copper tariff shock: rerouting flows, draining global inventories
-Central banks buying gold directly from miners — what it signals
-Are PGMs a contrarian bet or a value trap?
-Why Lobo is watching platinum more than gold right now
-The key factor uranium investors are ignoring
-Why mining stocks aren't one trade — and how to separate the garbage
-What Lobo learned at Rule Symposium 2025
-His top commodity pick through year-end

Follow Jeremy Szafron on X: @JeremySzafron (  / jeremyszafron  )
Follow Kitco News on X: @KitcoNewsNOW (  / kitconewsnow  )
Follow Lobo Tiggre on X: @duediligenceguy (  / duediligenceguy  )

00:00 Introduction
00:50 Impact of Tariffs on Copper Prices
01:46 Global Copper Supply and Demand
04:35 Trump's Economic Policies and Copper
09:20 Uranium Market Insights
16:57 Gold Market Trends
17:45 Central Banks' Gold Buying Strategies
18:48 Implications of Local Market Purchases
19:51 Gold Market Dynamics and Predictions
22:56 Platinum's Surprising Performance
23:25 Industrial Metals and Market Trends
26:42 Silver's Role in the Market
29:22 Young Investors and the Future of Commodities
31:15 Top Commodity Picks for the Year

#Uranium #Platinum #Copper #Gold #Silver #LoboTiggre #KitcoNews #Metals #Tariffs #MiningStocks #TrumpTariffs #Macro
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