What the Global Metals Reawakening Means for You

Editor's note: The world has finally realized it can't run data centers, build electric vehicles, or secure its energy future without reliable metals. And our friend Nick Hodge says this isn't a passing trend – it's the early stages of a commodity bull market. As Nick explains, this market can really take off now that the crowd has arrived.

It happened slowly, then all at once...

Governments were asleep at the wheel. Wall Street didn't care. For years, hardly anyone paid attention to "critical metals" like uranium, lithium, or antimony.

And if you told someone you were investing in small-cap mining stocks, they'd usually just nod politely and change the subject.

Now? Everything has changed.

In just the past few months, we've seen a shift unlike anything I've witnessed in my 15-plus years of investing in natural resources.

Governments are making critical minerals a national priority. Megafunds from Saudi Arabia, Abu Dhabi, and Wall Street are pouring billions into resource investments.

And I'm hearing from people – doctors, neighbors, and old friends – who never used to ask about gold, silver, or uranium. Now, they want to know if they're too late.

But now that the investment world has realized the importance of metals, investors are right on time for this massive opportunity. Let me explain...

For years, my conversations about these clean-energy sources have been neglected. Until recently, most people didn't get it – or didn't care.

But now, it's different. All of a sudden, everyone has realized that you can't run data centers, build electric vehicles, or transition to renewable energy without a steady supply of metals.

Governments are catching on. Institutions are getting aggressive. And juniors – the small companies that find and develop these resources – are finally getting the attention they deserve.

And it's not just lithium, uranium, or copper. There's a broad recognition that the world needs secure, diversified, domestic sources of critical minerals.

At the same time, people are starting to realize that these materials aren't just needed for industrial use. If the U.S. doesn't control them, we don't control our energy, our economy, or our future.

That's a big deal. And it's like Christmas morning for people with expertise in the space...

We've Been Waiting for Real Investments in This Metals Boom

My team and I were early on uranium and antimony. We were talking about these themes when most investors were chasing meme stocks.

For years, nobody cared about uranium. Now, everyone's scrambling to get exposure. Uranium prices have surged. Governments are announcing new nuclear policies. Utilities are locking in supply contracts. And folks who invested in publicly traded uranium stocks are sitting on massive gains.

Take a look at the Global X Uranium Fund (URA), which has dramatically outperformed the S&P 500 Index over the past five years...

It's the same story with antimony. It's a critical metal for defense, energy, and batteries. It has been on the government's radar for a while, but only now is it starting to attract real capital. We've been investing in the space for years.

That's not luck. That's our process.

We're not momentum chasers. We don't pile in after something has already run higher. That's not how you make real returns. We put our capital to work early – when the story is still under the radar, valuations are still attractive, and the real gains are still in front of us.

That's the core of our entire investing strategy: Be early, be right, and be positioned before the headlines hit.

What we're seeing now isn't just another short-term trend. This isn't hot money chasing the next shiny object. This is a structural, global realignment of capital into natural resources.

And the big players are making big moves.

Brookfield Asset Management (BAM) is raising $20 billion for energy transition and resource investments. The Saudis launched a $3 billion fund. Abu Dhabi is putting money to work. And sovereign wealth funds finally understand that if they want to control their own destinies, they need to control the metals.

This is serious capital. It's not day traders or the Reddit meme-stock crowd. It's Wall Street, central banks, and nation-states.

We've been beating this drum the whole time... And now the band is finally marching.

The Last Chance to Join the Metals Rush Ahead of the Crowd

I was speaking with a doctor friend of mine the other day. He's a smart guy who reads all of the financial newspapers. He knows what I do, and he asked me...

Nick, it seems like you've been right. I see gold and silver up. I see uranium up. But I feel like I missed it. Is it too late?

"No, you haven't missed it," I told him. "Not even close."

Sure, some of these stocks have moved. But plenty of juniors are still incredibly cheap... and they can offer 3 times, 5 times, or even 10 times upside if they hit.

And right now, they're not pricing in what's coming... not even close.

We've seen this before. The early stages of a commodity bull market are always quiet. The producers move first, then the developers, and then finally, the juniors. When the crowd shows up, they go after the cheapest stocks they can find – and that's when things really take off.

We're in that window now. We're not late. We're early. And you still have time to get yourself positioned.

Regards,

Nick Hodge

Editor's note: Backed by Washington insiders, three tiny resource firms have already surged 200%. And the White House is preparing for another surprise move. That's why the greatest resource stock investor of all time just went live to explain the details. He has already made 1,000 times his money on these stocks... twice. Now, he's explaining the rare opportunity for investors to make 50 to 100 times returns from the next stocks the government is targeting.