Ryan Stancil,
Editor
July 14, 2025
Commodity Callout
A declaration from Trump gave copper a big shot in the arm. The market had already been moving upward but this just supercharged the push. Commodity investors are winning big.
Metal Price Update
Gold — Gold moved up slightly after spending time being fairly range bound. Last week, it moved from $3352 per ounce to end the week at $3371. We’re entering yet another period of tariff uncertainty so this could be the start of another steady trend of moving higher.
Silver — Silver fared much better than gold. It started the week around $36.97 per ounce and ended around $39.20. This is the kind of breakout some traders had seen coming, and many think there is still room for it to continue climbing higher. It might not be long before the price runs away and the biggest gain potential is gone.
Copper — Copper was a big winner last week with a start just above $5 per pound and a spike upward that saw it end around $5.58. Much of this was from Trump declaring a tariff on imported copper and the subsequent scramble to secure supply. As the US fights to secure supply, the price will continue to climb, making copper a strong cornerstone for any portfolio capitalizing on market turmoil.
Lithium Carbonate — Lithium continues its upward march, starting last week at around $8718 per ton and ending at $8893. With this kind of sudden momentum shift, more eyes are going to be on this commodity, which could end up being one the biggest investment stories of the year. If lithium is something you’ve been hesitant to get in on, you might want to act before the window closes.
Uranium — Uranium saw a sharp decline last week, starting around $75.95 per pound and ending the week at $71.50. Buying seems to have slowed, which allowed lower bids to dictate lower prices. But demand isn’t going anywhere as long as tech companies chase their AI-related ambitions. This is a good entry point for anyone interested in getting into the sector.
Company Callout
In light of lithium having yet another good week, I want to highlight another lithium company that should be on your radar. Patriot Battery Metals’ (TSX: PMET)(OTC: PMETF) value has been rising right alongside lithium’s to the point where the company is up almost 40% in the past month. As long as the lithium bull keeps its momentum, Patriot should too.
It’s long been a cornerstone of Gerardo’s portfolio, even through the commodity’s recent rough patch, because of its district-scale 100%-owned Shaakichiuwaanaan Property located in the Eeyou Istchee James Bay region of Quebec, Canada. This property is the largest lithium pegmatite resource in the Americas and holds significant potential for other critical metals. It’s also accessible by road year-round and has access to regional power infrastructure. Those two factors alone make it an easy winner.
So by buying into this company, your portfolio not only wins because of the lithium bull but also because of the critical metals crisis brought about by the trade war.
Gerardo talks about this company and where he sees the lithium market going in the pages of Junior Resource Speculator. You can also learn about some other lithium names he sees as big potential winners in a report there called “Big Gains from the Battery Metal Boom.” Click here to access that publication and the report.
Ryan Stancil
Editor, Resource Stock Digest