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Brien Lundin & Dan Steffens - Metals & Energy Breakdown: Structural Shifts and Market Consolidation

The KE Report Apr 25, 2026

Summary

Precious metals are undergoing a healthy sideways consolidation, setting a strong base for the next major leg up in the ongoing commodity bull market cycle.

Copper is leading the metals complex with strong bullish momentum, creating significant investment opportunities in undervalued exploration-stage junior mining stocks.

Structural damage to global oil supply chains has established a new $90+ floor for oil prices, presenting asymmetric upside in small-cap energy equities.