TMAD Commodities: What's Next for Precious Metals and Oil?

$GLD $SLV $USO $URA $BNO

Hello Traders,

Supply-side inflation risks are intensifying as the technical recovery time for disrupted refinery infrastructure is now estimated at 120+ days. The persistent maritime blockade in the Strait of Hormuz continues to choke global energy flows.

Politically, the stakes have escalated following President Trump’s 'brutal consequences' ultimatum to Tehran. Axios and Pentagon sources indicate that high-level planning for a coordinated strike is underway for the coming window. This aggressive posture coincides with domestic polling data showing a decline in support, suggesting the administration may be seeking a decisive strategic 'win' to stabilize its political base.

POSITIONING AHEAD OF THE WEEKEND