Actionable Intelligence Alert with John Polomny

Did China just prick the US tech bubble? AIA Weekly Update 10.11.25

Last week, China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths.
Rare earths are essential for various technological products and numerous military applications, including permanent magnets, which are everywhere.
If this stands, the US is in big trouble.

Uranium makes a new term price high $83/lb. Copper over $5/lb. AIA Weekly Report 10.4.25

The term price made a new 52-week high of $83/lb. Copper has surpassed the $5/lb threshold due to supply disruptions at several mines worldwide.

Breakouts across the resource sector. Resource supercycle is gathering momentum. AIA Weekly 9.27.25

We are now seeing further evidence of breakouts and strength in various resource sectors; precious metals, uranium, copper, rare earths, and energy are all rallying. The resource supercycle we have discussed for years is finally unfolding as forecasted.

Gold miners are showing record overbought conditions. Buyer beware! AIA Weekly Report 9.20.25

The senior gold miner index (GDX) is showing the highest RSI overbought levels in history. Previous highs (at even lower levels) have resulted in multi-year pullbacks in these stock prices. Buyer beware.

IEA flips its script. Cancels peak oil demand. Physics and win again, AIA Weekly Report 9.13.25

Recent reporting from the International Energy Agency indicates that they will abandon their peak fossil fuel demand scenario and are now forecasting continued growth in fossil fuel use for years to come.
This is interesting because investments in fossil fuel supply have been restricted, as the accepted view was that oil, coal, and natural gas demand would shrink as peak demand due to renewables would replace them. Physics and math win again!

World Nuclear Association conference held last week in London. Bullish uranium. AIA Weekly 9.6.2025

The WNA held its annual conference in London last week. It also issued its biennial market report. In my view, the report is highly bullish on nuclear power, particularly uranium.

Cameco has issues at McArthur River mine. Can any miner meet its uranium targets? AIA Weekly 8.30.25

Cameco reported development delays at its McArthur River mine.
Virtually every uranium miner is experiencing issues meeting their uranium production goals. How is this not bullish heading into the World Nuclear Symposium next week in London?

Kazatomprom announces 10% reduction in uranium production for 2026. AIA Weekly Report 8.23.25

The Kazakh state uranium producer Kazatomprom announced that it intends to lower 2026 uranium production by 8 million pounds. This is a 10% reduction in production. They also indicated that they are reviewing their JV agreements and will possibly (likely) lower additional production.
This is very bullish for uranium in my view.

EIA says US oil production will decline in 2026. Will oil prices rise? AIA Weekly Report 8.16.25

The EIA reported that due to lower prices and companies pulling back on shale oil investments, US oil production is poised to decline next year. Production growth has been slowing for the last two years, but remains positive. What does this mean for oil prices?

Shale CEO says US shale has peaked. Higher oil prices are in our future. AIA Weekly Update 8.9.25

The CEO of Diamondback Energy announced the company is cutting back capex due to lower oil prices. The CEO also said that in their view, the US shale has peaked. It remains to be seen how far supply will drop before the oil price recovers.