#Uranium #Silver #Copper #Gold ⚡ DAILY METALS PULSE | 25 September 2026 🌍 The bond selloff is intensifying. US 10-year yields have hit a 19-year high, while the dollar is heading for a strong week. Inflation fears are driving expectations of further Fed tightening—and metals are feeling the pressure. ☢️ URANIUM: Italy’s Senate has approved legislation paving the way for a nuclear comeback. Meanwhile, Poland has agreed the main commercial and legal terms for its first nuclear plant’s construction contract, with negotiations continuing. Europe’s nuclear ambitions are advancing through concrete legislative and commercial steps. That strengthens the case for future fuel demand. 🥈 SILVER: Heading for a weekly loss as the rates backdrop weighs on precious metals. An uncomfortable reminder: inflation can initially hurt silver when it triggers tighter monetary policy. I’m watching the dollar and yields for signs that this pressure is easing. 🔶 COPPER: This week’s figures put roughly 69% of exchange-tracked copper stocks in COMEX warehouses, while about half of LME stocks are earmarked for withdrawal. Where the metal sits matters. Large US inventories can coexist with tight availability elsewhere. 🥇 GOLD: Down more than 2% so far this week as higher yields increase the appeal of interest-bearing assets. My longer-term case still rests on geopolitical uncertainty and mounting sovereign debt, but the immediate rates headwind is substantial. One tension I’m watching closely: higher financing costs can delay the mines needed to expand future supply. Today’s monetary squeeze could deepen tomorrow’s supply constraints. 🔔 Follow @Swedish_Uranium for fresh metals news and macro insights. I normally publish these updates twice daily—turn on notifications so you don’t miss them!