Murdock Creative 🇦🇺 retweeted
China’s central bank buys 21 tonnes of gold in September, largest monthly purchase in 3 years
(Kitco News) – China ramped up its #gold purchases in September as bullion prices declined, recording the largest monthly increase in its official reserves in three years, the People’s Bank of China announced on Wednesday.
The central bank increased its gold reserves by 21 tonnes last month to 2,196 tonnes as of the end of September, marking the 23rd consecutive month of purchases, according to the PBoC.
kitco.com/news/article/2026-…
Murdock Creative 🇦🇺 retweeted
Gold production Q4 — Mid-tiers
ALT Allied Gold — 117 koz Torex Gold Resources — 114.8 koz West African Resources — 112.0 koz Westgold Resources — 111.4 koz Regis Resources — 96.6 koz Orla Mining — 95.4 koz SSR Mining — 91.0 koz Perseus Mining — 88.9 koz Greatland Resources — 86.3 koz Aura Minerals — 82.1 koz Vault Minerals — 76.5 koz Genesis Minerals — 74.2 koz Centerra Gold — 70.9 koz Aris Mining — 69.9 koz Hochschild Mining — 69.4 koz Discovery Silver — 66.7 koz Resolute Mining — 65.9 koz Fortuna Mining — 65.1 koz Mineros — 61.3 koz K92 Mining — 47.2 koz Wesdome Gold Mines — 46.6 koz Ramelius Resources — 45.6 koz Alkane Resources — 43.7 koz First Majestic Silver — 41.4 koz Galiano Gold — 37.6 koz
Murdock Creative 🇦🇺 retweeted
#ASXNews
$MEK.AX announces that expansion work on the #Murchison processing plant has commenced with an additional crushing circuit, wash plant & Steinert multi-sensor ore sorter being installed.
Upgrade unlocks ~200ktpa of additional mill capacity
Read: loom.ly/5BlF4II
Murdock Creative 🇦🇺 retweeted
Murdock Creative 🇦🇺 retweeted
Aussie🇦🇺 #URANIUM flash note!⚡️
$CXU $AGE $BOE $PDN $DYL $BMN $ORP $PEN $TOE
Positive sector news keeps coming; despite ASX investor sentiment being a bit iffy recently...
1. Big news was that one of Australia’s leading U analysts Andrew Hines at Shaws upgraded his uranium price forecast to $200 in the next couple of years. This has ended up being one of the most popular tweets I have ever done: teapawt.net/CxuAsx/status/20257263…
2. Word on the street is that the largest U account on X @quakes99 had his account hacked; no idea if that’s true or not; but the Prof has been absent for a week and some in the U sector are missing someone else doing the hard work for them. Message @elonmusk to get the professor back….
3. The looming gap in enrichment supply fo the US post the upcoming Russian ban (in 2028) is making more folk stress. @Oranogroup is pushing ahead with Oak Ridge, and @centrus_energy is making headlines warning the shortage could affect the new nuclear renaissance: ft.com/content/717ed9ab-d6c0…
4. RIU was big in Western Australia last week. For a summary of whats going on in the Aussie U sector, check out my video: teapawt.net/CxuAsx/status/20260418…
5. Additional, some quick fire questions: teapawt.net/CxuAsx/status/20263883…
6. Silex $SLX has a new investor preso out: clients3.weblink.com.au/pdf/…
7. A nuclear submarine has now arrived in Western Australia; demonstrating once again the jurisdiction is capable of handling the nuclear value chain; and citizens are supportive of it: abc.net.au/news/2026-02-22/b…. Time to overturn a uranium ban, any one?
8. $AGE has turned on its ISR Field Recovery Trial plant. I caught up with CEO Andrea Marsland Smith at RIU last week. What a gun operator she is! alligatorenergy.com.au/annou…
As always, please LIKE, COMMENT and REPOST, and also if you are not already, follow me for all Aussie uranium news!
Rapid fire questions here with @David_TaskerIR at RIU last week.
Please watch; and if you have any other questions please reach out directly!
#uranium Is the future. $CXU has lots of it.
Murdock Creative 🇦🇺 retweeted
“Silver… its suppression is a function of the military-industrial complex,” @ASchectman says.
He points to silver’s critical role in high-tech systems – from missiles to advanced defense technology – where large quantities are required but rarely discussed publicly.
At the same time, he highlights the concentration of large short positions in the silver market and past cases of manipulation, raising questions about how pricing has been shaped over time.
The broader argument: silver is both an industrial and strategic metal. And that matters for how it’s valued.
Watch Andy Schectman with @JayTaylorMedia on Turning Hard Times into Good Times:
youtube.com/watch?v=IpH7yfZd…
Murdock Creative 🇦🇺 retweeted
Shangai #silver price 🥈nearing $100. 🔥
Currently at $97. 10% premium over western spot.📢
Murdock Creative 🇦🇺 retweeted
Mexico, the world’s largest silver producer, is facing escalating cartel violence.
Following reports of the killing of a cartel leader, there have been clashes between the military and cartels
This comes after 10 employees of Vizsla were abducted and killed.
Mexico is by far the largest silver-producing country, producing nearly ~2x the amount of the 2nd-largest producer.
Meanwhile, the silver market has been in deficit for 5 consecutive years.
Silver demand remains strong, while supply does not.
Murdock Creative 🇦🇺 retweeted
🔋 Copper
The Backbone of the Energy Transition
🌍 This map highlights the world’s top copper reserves, and some insights are striking:
🥇 #Chile leads with 190 million metric tons, an unmatched position in the global copper supply chain.
🥈 #Australia (97 Mn), Peru (81 Mn), and Mongolia (61.3 Mn) follow, cementing their roles in future energy systems.
🇮🇳 #India, with 46 Mn tons, ranks in the top 10 yet it remains a net importer, signaling untapped domestic potential.
📊 #Copper is no longer just a commodity it's an enabler of:
Clean electrification
Battery storage
AI powered infrastructure
High efficiency data centers
#energy
Murdock Creative 🇦🇺 retweeted
Big Tech Turns To Uranium As Data Center Power Demand Soars zerohedge.com/energy/big-tec…
Murdock Creative 🇦🇺 retweeted
And just like that, despite the recent volatility, gold just posted the highest weekly close on record.
Silver’s corrections are resetting positioning and moving the market from weak hands to more patient capital.
Some near-term digestion would be perfectly healthy, but the broader trend remains firmly intact.
More importantly:
At these metal prices, many mining companies are generating substantial cash flow.
The setup continues to look very constructive.
Game on.
