Uranium, Platinum, and Copper Are Telling a Bigger Story - Watch This Setup Closely | Lobo Tiggre

Uranium prices are holding above $74/lb - but the equities still haven’t broken out. Platinum just surged past $1,370/oz, beating gold, silver, and Bitcoin in 2025. And copper? President Trump’s 50% tariff is triggering a global reroute that’s draining inventories across China, Chile, and the African Copperbelt. In this interview, Lobo Tiggre, founder of The Independent Speculator, breaks down why the second half of 2025 may look nothing like the first - and why most investors are missing the deeper signals behind today’s metals markets. From uranium supply pressure and central banks going local for gold, to platinum’s military importance and copper’s record arbitrage, this conversation separates the signal from the noise. 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 (  / jeremyszafron  ) Follow Kitco News on X: @KitcoNewsNOW (  / kitconewsnow  ) Follow Lobo Tiggre on X: @duediligenceguy (  / 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:   / kitconews   Facebook:   / kitconews   LinkedIn:   / 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.