The Venezuelan Oil Vault Has Opened: The Real Fortune Lies in the Great American Rebuild

The reopening of Venezuela is the most exciting geological story of the decade. The potential for explorers is undeniable. But as resource investors, we have to be realistic about the logistics.

The infrastructure is broken. The grid is down. The ports need work.

That is why the "Phase One" trade isn't about exploration, it's about Reconstruction.

Our article details why we are looking at the Industrial Titans (Chevron, SLB, Halliburton) as the potential immediate winners. They are the ones who will fix the country, paving the road (literally) for the junior mining bonanza to follow.

Read why the "Enablers" could be a smart play right now

What If Canada Never Sold Its Gold? The $144 Billion Question at $4,400 per Ounce.

As gold surges above $4,400 per ounce to kick off 2026, Canada's bold decision to liquidate its entire 1,023-tonne reserve, peaking in 1965 and gone by 2016, feels more timely than ever.

The Bank of Canada in Ottawa shifted to U.S. dollars and Treasuries post-Bretton Woods, prioritizing yield and liquidity.

Yet, as the only G7 nation with zero gold holdings while peers like the U.S. and Germany maintain theirs, the irony stings for a top gold-producing country protecting the loonie.

What do you think, strategic foresight or a glittering regret?

Gold and Silver Surge Amid Venezuela's Geopolitical Turmoil

The unfolding Venezuela crisis, marked by the U.S. capture of President Nicolás Maduro and President Donald Trump's bold statements on governance and oil access, is reshaping precious metals markets.

Insights from Christopher Wong at Oversea-Chinese Banking Corporation. highlight contained risks, while Bernard Dahdah from Natixis predicts a fleeting impact unless escalations occur.

Denmark's prime minister rebuffed Trump's Greenland remarks, adding to the tension echoed by reactions from Russia, China, and Cuba.

With Goldman Sachs forecasting gold at $4,900 amid Fed shifts and warnings from former Treasury Secretary Janet Yellen on U.S. debt, this is a pivotal moment for investors.

Copper Smashes Records: The $13,000 Surge Redefining the Global Economy

The breakout to $13,272/t this week isn't speculative noise; it’s the structural break the market has feared for five years. We are witnessing a "perfect storm" of supply inelasticity colliding with artificial trade barriers.

Three critical factors are driving this squeeze:

1. Physical Deficits: The supply safety net is gone. With Mantoverde operating at just 30% capacity due to strikes, and Grasberg and Kamoa-Kakula still reeling from 2025 operational failures, we have lost the buffers that typically absorb demand shocks.

2. The "Locked" Inventory Problem: Traders are aggressively front-running potential U.S. tariffs, flooding American warehouses with metal. This has created a bifurcated market: a glut in the U.S. (where demand is <10% of global total) and an acute shortage everywhere else.

3. No Short-Term Fix: Unlike previous cycles, high prices aren't bringing immediate supply online. Years of CapEx underinvestment mean new capacity is years, not months, away.

While Goldman Sachs cautions that a resolution to the Chile strikes could see a reversion to the $10k–$11k range, the floor has undeniably moved higher.

The Question for 2026: At what price point does demand destruction in the renewables sector begin to outweigh the supply constraints?

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