#Uranium #Silver #Copper #Gold ⚡ DAILY METALS PULSE | October 1, 2026 Q4 begins with precious metals recovering—and another major nuclear commitment from Big Tech. ☢️ URANIUM Amazon and Constellation have announced a 20-year power agreement supporting Calvert Cliffs, including approximately 190 MW of additional nuclear capacity targeted for 2030–2032. My takeaway: long-term electricity commitments reinforce the case for long-term nuclear fuel security. 🥈 SILVER Spot silver rose 1.2% to $61.11 in early trading today. Softer U.S. inflation helped ease expectations for an October rate hike, giving precious metals some breathing room. Tomorrow’s payrolls report is the next major test. 🔶 COPPER Copper entered quarter-end trading on course for its third consecutive monthly gain, with LME prices around $14,400/t. Improving Chinese factory activity and supply tightness provided support; planned Chinese smelter maintenance adds another supply constraint to watch in Q4. 🥇 GOLD Gold gained 0.5% to $4,175/oz early today after losing more than 6% in September. Cooler inflation offers relief, but a firm dollar and expectations of further tightening keep the recovery under pressure. My Q4 watch: utility fuel commitments, copper availability and whether precious metals can hold their rebound through Friday’s jobs data. Follow @Swedish_Uranium for the daily pulse.