Why Uranium, Platinum, and Copper Are Sounding the Alarm for Global Investors

Uranium is steady above $74, platinum just outperformed every major asset, and copper is now the center of a global trade shock. With Trump’s 50% tariff reshaping critical supply routes, inventories are vanishing from China to Chile. Are markets about to wake up?

Lobo Tiggre, founder of The Independent Speculator, joins Kitco News to explain why uranium equities are still lagging, why platinum’s surge has military implications, and how copper's arbitrage chaos signals deep cracks in the global economy. This is the inside story on what metals markets are really saying—and why investors must prepare for a radical shift in H2 2025.

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 (https://twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)
Follow Lobo Tiggre on X: @duediligenceguy (https://twitter.com/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
__________________________________________________________________

Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.

FOLLOW US:
X: https://x.com/kitconewsnow
Instagram: https://www.instagram.com/kitconews
Facebook: https://www.facebook.com/KitcoNews
LinkedIn: https://www.linkedin.com/company/kitconews

Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.

Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto

Learn more about Kitco News: https://www.kitco.com/news/about/

For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising

Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.