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2026 : Commods, energy, precious metals in focus still / Geopolitcal shifts, major realignements gong on globally

  • Writer: Stéphan
    Stéphan
  • 4 days ago
  • 4 min read

  • Markets : 2026...commods...Retail Investor portfolio allocations to Commodities remain historically low... Especially commodities ex-precious metals (still at a record low - chart available on request), precious metals already showing strong signs in early Jan ! >> major realignement - geopolitcal shifts, rare earth, metals hoarding 'game on', all about crude, hard assets...no one will ever invade countries for their Renewable Energy.., bonds zz's, USD steady to soft, equity longs unbothered broadly speaking right now, precious up 'what else', crude pretty steady too so far

  • Geopolitics : China Slams US ‘Hegemonic Acts’ After Strikes on Venezuela, Trump threatens Colombia, Cuba (..Trump: "Cuba is ready to fall.") and others, Greenland in play of course, Trump warns Venezuelan VP Delcy Rodríguez in magazine interview, NK fired a few misslies over Japan to remain everyone they are still there, Russia spent $5-10bn on Venezuela and they lost it in 2 minutes (initial US targets-anti missles stuff), embarrassing start for Moscow in 2026, they are losing their allies 1 by 1,

    Khamenei Plans Exit To Moscow - IRGC Lose Power In Iran, HUGE nationwide protest going on there with locals fighting revolutionary guards... unprecedented.. >>> this looks like a BIG geopolitical realignement, not seen since the early 90's, China has (probably) lost the Venezuela battle: $20 billion in oil investments gone, $60 billion in unpaid loans a massive loss...

  • After the U.S. captured Maduro, Zelensky didn’t mince words about Putin: “If it’s possible to deal with dictators like that, just like that, then the United States knows what to do next.”

  • UK should seek ‘closer alignment’ with EU single market, Starmer says, stop talking and move on !

  • France reiterates its support of Denmark, Greenland sovereignty after renewed Trump threats





Seems farfetched, Venezuela beenrun by multitude of Generals.. they are still all there






Putin's heavy investment in the regime of Venezuelan former President Nicolás Maduro has been a costly and disastrous failure, according to Russian commentators. They admit that Russia is too weak to stop its allies from being picked off one by one by the West


“Trump is utterly wrong, utterly lying, when he says that the oil companies were stolen from the Americans, they were fully compensated, they had received compensation over and over and over, in addition to what they had extracted in profits out of Venezuela previously..” —Venezuelan Historian Miguel Tinker Salas


  1. Trump Says US to ‘Run Venezuela’ for Now as Maduro Flown to NY 

    • President Donald Trump said the US would run Venezuela until a leadership transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power and delivering him to US soil late Saturday.

    • “We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said at a news conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.”

    • Trump offered almost no details on how the US would “run” a sovereign nation when its vice president, legislature and military were still in place and publicly opposing the US move. He said it would include deploying US oil companies to the country, though he indicated that his embargo “on all Venezuelan oil remains in full effect” and that US forces would stay on alert.

    • “We’re going to have our very large United States oil companies, the biggest anywhere in the world, go in, spend billions of dollars, fix the badly broken infrastructure, the oil infrastructure, and start making money for the country,” Trump said.
















 
 
 

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