Declaring A National Metals Emergency. Manic Metals Report 02/26/2025

We already know that President Trump declared a national energy emergency, but did President Trump yesterday announced a metal emergency as well?

President Trump shook up the metals markets as he said he was opening a probe on copper. Not because of supply issues but for national security issues this coincides with the Trump administration’s desire to increase electricity capacity to meet the demands for artificial intelligence and power centers of the future.

You’re not going to be able to do that without significant amounts of copper. In fact, if you look at the increasing demand for copper in the years to come, we’re heading into a structural shortage.
President Trump is way ahead of the curve on this and that is why he’s looking to secure supplies to the United States is not left powerless in the economy of the future.

He also caused one of the biggest reversals in copper that we have seen copper hand bender a lot of pressure because of concerns about sanctions on China and other countries but at the end of the day President Trump’s acknowledgment that we’re heading into a major structural shortage for copper flipped that market on its head .

Reuters reported that” President Donald Trump opened yet another front on Tuesday in his assault on global trade norms, ordering a probe into potential new tariffs on copper imports to rebuild U.S. production of a metal critical to electric vehicles, military hardware, the power grid and many consumer Goods. Trump, looking to thwart what his advisers see as a move by China to dominate the global copper market, signed an order at the White House directing Commerce Secretary Howard Lutnick to start a national security probe under Section 232 of the Trade Expansion Act of 1962. That is the same law Trump used in his first term to impose 25% global tariffs on steel and aluminum.”

President Trump is looking at the big picture and as we have warned that even as copper has fluctuated , the supply to meet the economy of the future make it imperative that the US gets a reliable supply.
That decorrelation buying back across the board of metals silver is starting to turn around after getting smashed over the last couple of weeks we’re starting to see gold rebound and may make another run for a new record today Palladium and platinum also are looking good fundamentally and technically right now.

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