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Coal trade tripled in January 2026

In January, the volume of thermal coal trading on the St. Petersburg Exchange increased significantly. Statistics confirm the growing importance of this mechanism for the domestic Russian fuel market amid the crisis in the coal industry and the difficult international economic conditions.

According to official data from the exchange, 268,320 tons of coal were traded in the first 31 days of the year, more than triple the volume of January 2025, as reported by 1prime.
One of the main drivers of growth was the first shipment of G-grade coal from the Elginskoye deposit in Yakutia, with free delivery in the wagon. Over 40,000 tons of this shipment were delivered to customers in Yakutia and the Khabarovsk Krai.

Coal trading has become an important part of the national market amid the ongoing global decline of this fuel. Starting in 2024, the global market will be characterized by stagnant demand and price pressure due to the shift towards decarbonization, strict climate commitments, and intense competition from suppliers in Asia and other regions. This exacerbates the problems of the Russian energy sector, where a significant number of companies report negative financial results. According to analysts, more than half of coal companies were unprofitable in 2024, and the total net losses of the sector exceeded 112 billion rubles.

Export flows remain a key component of the current situation. Russian coal exports are expected to show moderate growth by the end of 2025, especially in the Far East, where they increased by 3.3% year-on-year to reach 30 million tons. The main contributor was Yakut coal from the Elginskoye deposit, which has high demand both domestically and internationally.$ETH

📉 The GOLD AND BITCOIN PLUMMET! Trump nominates Kevin Warsh for the Fed and the dollar regains its throne.

The safe-haven asset market suffered a historic collapse this week after reaching astonishing records. Gold, which peaked at $5,600 per ounce, plummeted to $4,700, while Bitcoin fell from its near-high of $125,000 to below $70,000. This chain reaction was triggered by a "perfect storm": an overheated market where excessive use of loans (leverage) forced massive sell-offs when the Chicago Mercantile Exchange (CME) tightened margin rules, leaving thousands of investors trapped in a forced liquidation.

However, the determining factor was political. On January 30, 2026, President Donald Trump nominated Kevin Warsh to replace Jerome Powell at the helm of the Federal Reserve in May. Warsh is seen as an ally who would favor lower interest rates to stimulate the economy and reduce the cost of national debt. This news restored confidence in the U.S. dollar, as investors interpret that Trump's direct control over the "money printing" will curb the global de-dollarization process, making traditional assets attractive again compared to gold and cryptocurrencies.

Powell's departure, who faces federal investigations for excessive spending at the Fed headquarters, marks the end of the central bank's absolute independence from the White House. With Warsh at the helm, Trump seeks to align monetary policy with his imperial and commercial ambitions. For investors, the message is clear: the era of uncertainty that inflated metal prices is encountering a dollar revitalized by political pressure, which has transformed the "safe haven" into a high-risk zone in a matter of days.

🚀 GOLD BREAKS RECORDS! The tension between the U.S. and Iran drives the price above $5,000.

The gold market has experienced a historic day this February 4, consolidating above the psychological barrier of $5,000 per ounce. Following a 5.9% increase in a single session —the largest daily gain in 17 years—, the precious metal reached $5,071.79 due to the rising demand for safe-haven assets. This momentum is a direct response to the increasing tension between the United States and Iran after the downing of an Iranian drone in the Arabian Sea, an event that has pushed investors to abandon risk assets.

In addition to geopolitical uncertainty, there is the internal politics of the United States. Although Donald Trump signed the bill that ends the government shutdown, the market remains attentive to the release of key labor data and the expectation that the Federal Reserve will cut interest rates at least twice in 2026. In a low-rate environment, gold becomes much more attractive compared to other assets, which has driven up other metals like silver (87.84 USD) and platinum, which also record significant gains.

Forecasts for the remainder of the year are extremely optimistic. Analysts from IndusInd Securities and Reuters suggest that the price could soon test the historical highs of $5,600 reached at the end of January, with a long-term target of $6,000 by the end of 2026. As long as the situation in the Arabian Sea remains unsettled and the Fed does not clarify its roadmap, the "yellow metal" seems destined to continue breaking technical and psychological ceilings. $BTC

📱 Is THIS THE END OF NATIONAL CURRENCIES? How "stablecoins" are breaking down the walls of central banks.

The International Monetary Fund (IMF) has issued an unusual warning: the rise of stablecoins is creating a "default dollarization". By allowing individuals and businesses to access the dollar bypassing local banking controls, these digital tools are acting as a technological platform that pierces the "walled gardens" of governments. Historically, states controlled their economy by forcing the use of local currency, but today digital self-custody allows any citizen in a high-inflation country to abandon their national currency with a single click.

Currencies operate under the same principle as social networks: network effects. The more people use a currency, the more useful it is. Previously, physical and regulatory friction prevented dominant currencies like the dollar from completely replacing local ones. However, stablecoins eliminate that friction, offering a standardized infrastructure that directly competes with the fiscal frameworks of countries with weak economies. The risk is that nations lose their original "platform" for scaling operations and collecting taxes within their own borders.

The most serious consequence of this spontaneous dollarization is the loss of monetary policy as a safety valve. When a country cannot depreciate its currency to gain competitiveness during a recession —because its population already operates in digital dollars— the only alternative is direct adjustment: real wage cuts and cost reductions based on social pain. We are entering an era where technology could strip central banks of their most important tool for economic recovery, leaving nations vulnerable to global fluctuations that they can no longer control.$USDC

⚡ The AI HUNGER! Qatar warns that Artificial Intelligence will cause a global gas deficit by 2030.

The state-owned Qatar Energy has shaken global energy market forecasts by stating that the world is facing an LNG deficit by 2030, contradicting reports that predicted a surplus. The company's CEO, Saad Al Kaabi, explained at the LNG2026 conference that the explosive growth of Artificial Intelligence and data centers is driving electricity demand to unprecedented levels. These facilities require constant and reliable base energy, a role that liquefied natural gas is fulfilling due to the inability of renewables to cover such massive demand spikes.

This paradigm shift comes just as projects like the U.S. Golden Pass terminal and the expansion of Qatar's North Field were expected to flood the market between 2026 and 2029. However, current demand models seem to have underestimated the technological impact. Countries like China and India remain the main drivers, with New Delhi looking to double the gas share in its energy matrix to 15% by 2030, while emerging economies like Vietnam and the Philippines are also ramping up their purchases.

Europe, for its part, has added extra structural pressure to the market. Following its disconnection from Russian gas in 2022, European countries have secured supplies through long-term contracts, intensifying global competition for each shipment. This race for energy security, combined with the voracity of data centers, is transforming LNG from a "transition fuel" into a critical strategic resource whose supply may not be sufficient if investments are not accelerated.

Although giants like Shell and ExxonMobil agree that demand will increase, there is great uncertainty due to the extremely long investment cycles in this sector. $SOL

📉 The EASY MONEY is OVER! Major European oil companies cut back on share buybacks amid falling crude prices.

The major European oil companies —Shell, BP, TotalEnergies, Eni, and Equinor— are making a 180-degree turn in their financial strategy. After years of massive share buybacks to inflate their stock prices, market reality forces them into a phase of austerity. According to analysts from Barclays and UBS, the volume of these buybacks could fall by up to 25% in the coming months. This change is in response to a drop in oil prices of approximately 20% in 2025 and forecasts of a Brent barrel hovering around 60-65 dollars in 2026 due to excess global supply.

The adjustments already have official figures. TotalEnergies will reduce its quarterly buybacks by 500 million dollars, while Equinor could cut its annual program from 5,000 million to just 2,000 million. For its part, Shell will adjust its quarterly spending to 3,000 million dollars. The companies' goal is to protect the stability of dividends, which the market values more as a sign of financial health, while trying to maintain reserves for critical investments and debt repayment in an environment of declining refining margins.

The situation in Europe contrasts sharply with that of the United States. While firms like ExxonMobil and Chevron maintain their ambitious shareholder payouts thanks to lower extraction costs and higher production volumes, European companies face greater structural pressure. The reduced attractiveness of long-term renewable projects and uncertainty over future hydrocarbon demand are forcing boards in London, Paris, and Oslo to restructure their business models to survive in a scenario where oil could even fall to 40 dollars if the global economy enters a recession.

Bitcoin falls below $78,000 as the Fed nomination and market exits raise concerns about new losses

Bitcoin (BTC-USD) continued its decline over the weekend, dropping to $75,400 on Saturday, extending losses from its January 14 high of $97,000.

The cryptocurrency has struggled to stay above key support levels, falling to $81,104 on Friday, the lowest level since November 21.

The wave of selling coincides with the nomination of former Federal Reserve Governor Kevin Warsh as the next Fed chair. Warsh has advocated for a smaller Fed balance sheet and a broader regime change at the central bank, raising concerns that liquidity may be restricted in the markets.

Historically, Bitcoin and other cryptocurrencies have benefited from periods of abundant liquidity, rallying alongside speculative assets such as metals, meme stocks, and bonds.

By Sunday afternoon, Bitcoin slightly recovered to $77,522, but trading patterns remain clearly bearish. Analysts note that the sequence of breakdowns at key support levels reinforces the view that Bitcoin has entered a bear market.

Some forecasts suggest new declines to $75,000 or even down to $10,000, although others warn that talking about panic may be premature.

The recent weakness of Bitcoin occurs in a context of widespread volatility in the market, with massive sell-offs in tech stocks and precious metals like gold and silver experiencing some of their largest drops in decades.

Analysts urge caution, noting that Warsh's nomination is seen as pragmatic rather than aggressive, and that Bitcoin's decline is largely viewed as uncertainty rather than a fundamental shift in the cryptocurrency's outlook.
$BTC

United States has withdrawn its LNG, while Australia and Canada are increasing their gas exports to Europe and America

The global LNG market is experiencing significant changes due to extreme weather conditions, supply disruptions, and the redistribution of fuel flows. According to vessel tracking data, at least three large LNG shipments loaded in Australia and Canada have deviated from their initially planned routes to Asia and are now heading to Europe and America. This is an unusual fact in the global LNG market and reflects deep changes in energy logistics.

The LNG carrier Julia Louise, from the Australian LNG project Gorgon, crossed the Indian Ocean after loading on January 23 and is now heading to the French port of Dunkirk, with an expected arrival date of February 19. This is the first major journey of Australian LNG to Europe since February 2025. A second ship, the Maran Gas Hector, also departing from Australia, has changed course towards America, while the Canadian Qingcheng, which was originally heading to East Asia, changed course on January 26 and is possibly now navigating through the Panama Canal towards Europe or North America.

The deviation in supply is due to the consequences of a powerful arctic storm that hit the United States, affecting Texas, the Midwest, and northeastern states. This weather system not only caused a sharp drop in natural gas production due to frozen wells and operational disruptions but also severely disrupted operations at LNG export terminals on the Gulf Coast. Due to the shortage of natural gas at the entrance to liquefaction facilities and the decrease in production, the total LNG export capacity from the United States has decreased.

🥈 SILVER BREAKS RECORDS! The price skyrockets to $120 and puts the solar panel and electric vehicle industry in check.

At the beginning of 2026, silver has reached a historic high of 120 dollars per troy ounce, multiplying its value by 1.6 in record time. This surge is due to a structural deficit accumulated over years, where mining supply fails to meet a demand spurred by the energy and technological transition. Key sectors such as 5G infrastructure, data centers, and electric vehicles today consume more than half of global production, creating pressure on the market that investors have taken advantage of to drive prices to levels never seen before.

Despite the high cost, the impact is uneven across industries. While in complex electronics the increase is easily passed on to consumers, jewelry and solar energy face a profitability crisis. In the manufacturing of photovoltaic panels, silver represents up to 25% of the total cost, making this sector extremely vulnerable. This has forced large tech companies to accelerate the search for substitute materials or cells with lower silver content to avoid hindering the deployment of renewable energies.

In summary, although global silver production is limited as it is mostly a byproduct of other mines, the metal has become a critical strategic asset. Analysts foresee that as long as the deficit of hundreds of millions of ounces persists, the price will remain high, forcing a technological reconfiguration. The retail market for affordable jewelry will be the first to feel the drop in demand, while the high-tech industry will have to choose between absorbing costs or innovating to reduce its dependence on this "white gold". $BNB

American traders are increasingly betting on a record drop in the dollar

According to US media, dollar traders are betting on a record rise due to a greater fall in the exchange rate of the US dollar.

According to Bloomberg, amid political instability in the United States, bets on a greater weakening of the US currency have reached their highest level since 2011. Among other factors, the drop in the dollar is due to growing concerns about the increasing US budget deficit, the breakdown of some trade ties, and the diversification of other countries' assets in favor of gold and other reserve currencies.

If the dollar continues to decline, it may reach its lowest level in four years in the near future. Financial analysts point out that these factors are affecting the cost of hedging: just last week, dollar volatility reached its highest level since early September.

Thus, the dollar is steadily losing its safe-haven status: only in the last year, it has fallen more than 10% against other key global currencies. Numerous sanctions and active trade wars are causing capital flight, while the growing US government debt is driving away potential investors. Meanwhile, Trump continues to claim that he can manipulate the dollar, forcing it to rise or fall. The US president stubbornly refuses to acknowledge the risk of a dollar collapse.

$BTC

🚀 GOLD IN THE CLOUDS! Surpassing $5,100 for the first time as Trump's policy unleashes chaos in the markets.

Gold has broken all historical records by surpassing the barrier of $5,100 per ounce on January 27. This unstoppable rally is driven by Donald Trump's "maximum pressure strategy," who has set off global alarms after threatening 25% tariffs on key partners like Canada and South Korea. Investors, fearful of a large-scale trade war and political instability in Washington, are abandoning the dollar and massively seeking refuge in precious metals to protect their capital.

Silver is not far behind, remaining close to historical highs with a 53% increase so far this year, standing above $108 per ounce. The market is favored by a weakened dollar following interventions to stabilize the yen and the growing risk of a U.S. government shutdown. Additionally, the price bonanza has unleashed a wave of multimillion-dollar acquisitions, such as the purchase of Canadian Allied Gold by Chinese giant Zijin Gold for $4 billion, consolidating Asian control over the mining sector.

Tension now shifts to the Federal Reserve, which begins meetings this Tuesday in a climate of unprecedented hostility. The Trump administration is conducting a criminal investigation against Fed Chairman Jerome Powell and is pressuring to purge its executives, creating an institutional uncertainty that only benefits gold. With Powell's successor nomination on the horizon and economic volatility as the norm, analysts agree that the golden metal will continue to be the undisputed king against an increasingly unpredictable U.S. dollar.$BTC

Strengthening cooperation in oil and gas: India and Canada expand their trade

Representatives from Canada and India have initiated an energy dialogue and announced plans to expand mutual trade in gas and oil. Bloomberg reports on the intention of both parties to cooperate.

According to sources, Ottawa has agreed to increase the supply of oil, LNG, and liquefied petroleum gas (LPG) to India, while New Delhi is willing to expand exports of petroleum products to Canada. This mutual commitment is expected to be formally announced following a meeting between Canadian Energy Minister Tim Hodgson and Indian Minister of Petroleum and Natural Gas Hardeep Singh Puri at the India Energy Week international energy conference held in Goa.

Experts interpret this move as a signal of both countries' attempt to strengthen their strategic alliance in energy matters after several years of diplomatic cooling. Between 2024 and 2025, relations between Ottawa and New Delhi were tense, partly due to diplomatic disputes over incidents related to the diaspora and geopolitical differences. This delayed the development of trade initiatives.

Canadian government officials emphasize that the decision to increase exports to India is part of a broader strategy to diversify export markets. Relations with their main trading partner, the United States, remain under pressure due to trade tensions and the threat of new tariffs on Canadian products.

The Indian oil market has shown steady growth in energy demand in recent years. According to official data, the country is one of the largest oil importers in the world, and a significant portion of its imports comes from the Middle East and Russia. However, geopolitical pressure has prompted New Delhi to expand its energy alliances with various suppliers, including Canada.
$XRP

🌍 Independence or Illusion? Europe bets on wind in the North Sea while US gas breaks records.

At the North Sea Summit 2026, leaders from ten European nations signed the "Hamburg Declaration," an ambitious plan to install 100 GW of offshore wind energy. This project aims to bolster the region's energy security and reduce vulnerability to external actors by creating a network of cross-border parks and high-voltage submarine cables. However, this quest for autonomy clashes with a crushing economic reality: dependence on US LNG will reach a historic record of 185,000 million cubic meters this year, highlighting that the transition away from Russian pipelines has left the EU tied to supplies from Texas.

Political tension has intensified following criticisms from Donald Trump, who called the countries prioritizing wind energy over fossil fuels "losers." While Brussels tries to sell the idea of a green and sovereign Europe, negotiations with Washington to regulate gas prices and volumes are stalled. The White House shows little interest in long-term agreements, keeping European allies in a position of uncertainty and subject to the volatility of a market that the US dominates with an iron fist.

In short, the EU's strategy navigates contradictions: on one hand, it projects to reach 300 GW of wind energy by 2050 as a way out, but on the other hand, the flow of US LNG carriers continues to grow. This "double-edged" energy reality reveals that despite efforts to build its own renewable infrastructure, Europe remains strategically dependent on the political will of Washington to keep its industry and homes powered in the short and medium term. $SOL

The price of gold has surpassed five thousand dollars for the first time in history

The price of gold exceeded $5,000 per troy ounce for the first time in history, according to trade data.

At 02:13 Moscow time, the price of gold futures for February on the New York Comex rose approximately $40 compared to the previous close, or 0.8 percent, to $5,025 per troy ounce.

Silver is also rising in price and for the first time in history exceeds $104 per ounce.

Traders are closely monitoring U.S. actions regarding Greenland. On Wednesday, at the Davos Forum, Donald Trump clarified that a long-term agreement on Greenland is being negotiated, describing its duration as "eternal."

The president also noted that, following his meeting with NATO Secretary General Mark Rutte, the groundwork had been laid for a future agreement on the island.

Markets are also assessing threats to the independence of the Fed. The mandate of Fed Chairman Jerome Powell ends in May. Trump requested his resignation due to the slow pace of interest rate cuts but has not fired Powell amid potential criticism over the institution's lack of independence.

The U.S. president promised to announce a candidate for the position in the near future, hinting at the head of the White House Council of Economic Advisers, Kevin Hassett.$BTC

Vanar is an innovative layer 1 (L1) blockchain designed to bring Web3 to mass use by integrating artificial intelligence capabilities directly into its protocol. Unlike many chains that only add AI as a supplement, Vanar allows applications to learn, adapt, and improve over time, providing an infrastructure where smart contracts can operate with native logic and memory.

Its native token, $VANRY , drives transactions, staking, and network security, and serves as fuel for critical functions within the Vanar ecosystem. With a focus on low fees, high speed, and scalability, this network is oriented towards use cases such as Web3 gaming, decentralized finance, real-world assets (RWA), and PayFi solutions.

The project has achieved significant listings on exchanges like Kraken and is present on popular trading platforms, expanding its global access. However, as with any emerging crypto asset, it is important to research and understand the risks before participating.#vanar @Vanar #Vanar

26.470.900.000 SHIB turns positive as key metrics indicate a resurgence

The leading meme asset, Shiba Inu, seems to be attempting a price breakout amid prolonged volatility as exchange flows begin to indicate increasing demand.

After several days of remaining positive, the exchange flow metric for Shiba Inu turned red over the last day, showing a slight decrease of around 1% over the last day.

With this decrease in the metric, it appears that the amount of tokens sent to exchanges for selling purposes over the last day is lower than the amounts of Shiba Inu tokens bought on exchanges by a substantial amount.

According to data from the cryptocurrency analysis platform CryptoQuant, the net flow of Shiba Inu across all compatible cryptocurrency exchanges stands at -31.737.600.000 as of January 25.

The bullish exchange flow has occurred at a time when the market is experiencing a persistent bloodbath and cryptocurrency assets, including meme tokens like SHIB, have continued to decline.

Although Shiba Inu is still trading in deep red territory, down 1.45% over the last day, the decrease in net exchange flow suggests an increase in demand and the price correction may be nearing its end.

As such, it seems that momentum may be returning to the Shiba Inu ecosystem, and the price of Shiba Inu could be on track for a short-term recovery.

In particular, the metric has sparked hopes that the asset may be gearing up for a greater rebound as selling pressure continues to diminish amid the growing appetite for the leading meme asset.

$SHIB

Investing in rare earth metals: The United States is investing $1.6 billion in the industry

The Trump administration is preparing to announce the largest financial involvement of the federal government in a private rare earth mining company in recent years. According to the Financial Times, the government intends to invest $1.6 billion in USA Rare Earth, receiving approximately 10% of its shares and securing a stake in the future production of critical materials. An official announcement regarding this package and related private transactions is expected on January 26.

Under the terms of the agreement, the U.S. government will receive 16.1 million shares of USA Rare Earth and warrants for an additional 17.6 million shares at a price of $17.17 per share. Additionally, the company will receive approximately $1.3 billion in senior secured debt at market prices, providing significant funding for its ongoing projects.

The package also includes independent private funding of approximately $1 billion, making the total investment in the company a record for this segment in the United States.

USA Rare Earth, founded in 2019 and based in Oklahoma, specializes in the extraction and processing of rare earths, as well as the production of permanent magnets based on them. These materials form the basis of modern technologies, from electric vehicles and wind turbines to complex defense systems and microelectronics. The company is developing the Round Top mine in Texas and building magnet manufacturing plants in Oklahoma; it plans to start commercial production in the first half of 2026.$BTC

Bitcoin shorts fall by 82%, hedge funds reduce exposure: rebound or more caution?

Leveraged hedge funds have reduced their short exposure to Bitcoin [BTC] in CME futures from $444 million recorded in August to $78 million by mid-January, an 82% decrease that can be bullish or bearish depending on other factors.

According to the attached chart, such a decrease in short exposure by leveraged funds coincided with the local price low and, to some extent, can be interpreted as bullish for BTC.

However, the movements of leveraged funds are always zero-sum for Bitcoin, as they buy U.S. spot ETFs and sell CME futures to pocket the price difference, commonly known as basis trade or yield.

This lucrative yield has fallen significantly from nearly 10% to 5% in recent months as the price of BTC dropped over 30%, making it less attractive.

According to some analysts, these funds will not only reduce their exposure to short positions when the yield becomes less attractive but will also abandon spot BTC ETFs. This could likely drive capital outflow from the ETFs.

In fact, throughout this week, ETFs recorded a cumulative outflow of $1.33 billion. This reversed the strong demand observed in early January, which pushed the price of BTC to $98,000.

But the average 30-day ETF flow turned negative again, further underscoring the weak overall institutional demand for BTC.

In other words, leveraged funds reducing their short positions is not enough to push BTC up unless strong inflows of spot ETFs resume again.

That said, investor risk aversion this week was justified due to geopolitical escalations and the Japanese bond crisis.
$BTC

XRP has entered a decisive phase where price compression often precedes expansion.

After a strong rejection from recent highs, volatility has decreased, and the market is now operating in a narrow range that reflects hesitation rather than stability. These periods rarely persist for long, especially after strong directional movements, making the current structure one of the most important setups of the last few weeks.

This technical situation gained relevance after an analysis shared by Xaif on X, which examined the 4-hour chart of XRP and highlighted an increase in volatility. The post was published while XRP struggled to regain lost ground, focusing traders' attention on key technical levels that could determine the next significant move.

XRP sharply retraced from the $2.00 zone and then entered a tight sideways trend. The price is currently oscillating between approximately $1.92 and $1.96, indicating a pause where buyers and sellers continue to test their determination. This behavior often reflects indecision but also indicates that the market is preparing for a resolution rather than a continued drift.

According to data from CoinMarketCap, XRP is currently trading near $1.91 at the close of the report, recording a modest gain of 0.41% in the last 24 hours. Despite this uptick, the price has not surpassed the consolidation range, keeping volatility contained.

Xaif's analysis focuses on the compression of XRP directly around the Ichimoku Tenkan-Sen and Kijun-Sen lines on the 4-hour timeframe. These levels often act as short-term equilibrium zones where momentum is restored. When the price clusters tightly around both lines after a strong movement, it usually indicates stored energy rather than exhaustion. $XRP