Four sectors have been quietly building what I call "Silent Surge Assets" of 2025. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

Katusa's Investment Insights December 27, 2024 2025 is the Year of the "Silent Surge" Assets By Marin Katusa While the financial media was busy debating whether the Fed would pivot in 2024... Four sectors have been quietly building what I call "Silent Surge Assets” of 2025. If you understand how these pieces fit together, we could stand to make some good money by this time next year. And it starts with a metal that 99% of investors can't even pronounce correctly…   The $34,000 Metal the Pentagon Can't Live Without When China announced antimony export controls in September 2024, most investors barely noticed. Big mistake. Right now, antimony is trading at $34,000 per ton – and it's become the linchpin of America's military and energy future. Here's what everyone missed: Every night vision goggle needs it, every grid-scale battery requires Antimony and the Pentagon's stockpile covers just 5% of annual demand. With Russia's supply cut off by sanctions (down 82% from 2021), we're looking at a supply squeeze that could send prices parabolic in 2025. No here's where it gets interesting... The U.S. Department of Defense just classified antimony as a "critical strategic metal" in November 2024. And they're about to announce a major stockpiling initiative that could send prices soaring. The last time antimony had this kind of supply squeeze? The price jumped 4x in less than 18 months. And now… Antimony prices soared in 2024, climbing from $13,000 to $38,000 per tonne, sparking significant investor interest in this top-performing commodity. Action Step #1: Look for North American antimony producers with grades above 4%. There are only three that qualify, and one is still flying under the radar.   The Medical AI Revolution Nobody Saw Coming While everyone's obsessing over ChatGPT and Quantum Computing, a $187 billion medical revolution is quietly unfolding. The numbers are staggering: 600 million people need better diagnostics annually Healthcare AI solutions could save $360 billion yearly Smartphone-based diagnostics are seeing 94%+ accuracy rates But here's what caught my attention… The big healthcare players aren't just investing – they're restructuring their entire business models around AI diagnostics. Johnson & Johnson just committed $2.8 billion to AI diagnostics. Elevance Health is restructuring its entire diagnostic division. When companies like Johnson & Johnson and Elevance Health start moving this aggressively, you know something big is coming. In October 2024, a health tech AI system diagnosed a rare form of cancer faster and more accurately than a team of specialist doctors. The market barely noticed. But major healthcare providers did. According to Bain Capital, more healthcare groups are using AI… With 15% of providers and 25% of payers now having AI plans to make decisions and work better, and many are excited about generative AI. And this means a surge of money going into the sector. As of December 2024, five of the largest hospital networks in America are quietly piloting AI diagnostic systems. So, it’s time to focus on companies with FDA approval pathways and existing partnerships with major healthcare providers. And with Trump and Musk ascending to power with the Dept of Government Efficiency (DOGE) - the regulatory barriers are about to come crashing down. Action Step #2: Focus on companies with FDA approval pathways and existing partnerships with major healthcare providers.   Trump, Musk, and the Solar Surge Now, here's where things get interesting... The market's completely misreading what's about to happen in solar. They think a potential Trump presidency would hurt renewable energy. They're dead wrong. What they're missing: Solar installation costs dropped 40% in 2024 Grid storage capacity is set to triple by 2026 U.S. manufacturing capacity is at just 20% of projected 2025 demand And with Musk's recent hints about a revolutionary new solar storage technology, we could be looking at a perfect storm for U.S. solar manufacturers. Action Step #3: Look for North American-based manufacturers with strong balance sheets and existing contracts with utility companies.   Silver: The Silent Multiplier Silver has always played second fiddle to gold. It’s been called “poor man’s gold,” an inflation hedge, or just another shiny object. But I’m here to tell you—those days could be over, fast. Silver isn’t just precious; it’s essential. It’s the quiet backbone of the biggest revolutions in energy, technology, and defense. And yet, almost no one is paying attention to what’s happening right now. Let me paint you a picture… Every solar panel relies on silver. Every AI server depends on it. Every advanced military application—from radar systems to weaponry—needs it. And demand continues to rise. Global silver consumption is on track to hit an all-time high in 2024, and guess what? Industrial applications are driving over 60% of that demand. Supply is not just tight—it’s disappearing. Mining output can’t keep up and we’re staring down the largest supply deficit in over a decade. When money moves to silver – silver stocks can move fast.   The Last Word of the Year As we close out 2024, remember this: The biggest gains don't come from following the herd. They come from seeing how seemingly unrelated pieces fit together before everyone else does. These are just four sectors – antimony, health tech AI, solar, and silver – that are setting up for what I call a "Silent Surge" in 2025. There are many more we are following in the premium monthly newsletter, Katusa’s Resource Opportunities - and investment ideas on how to benefit from the Silent Surge. They're interconnected plays in what I believe will be the biggest industrial transformation of the next decade. And on that note, we at Katusa Research wish all of you a healthy and prosperous 2025. Regards, Marin Katusa the Katusa Research Team For Real-Time Market Alerts, Follow Us: Share Tweet Share Copyright © 2024, Katusa Research, All rights reserved. PLEASE READ: RETURNS AND TESTIMONIAL DISCLOSURE  Contact Us | Privacy | Terms & Conditions Details and Disclosures Investing can have large potential rewards, but it can also have large potential risks. You must be aware of the risks and be willing to accept them in order to invest in financial instruments, including stocks, options, and futures. Katusa Research makes every best effort in adhering to publishing exemptions and securities laws. By reading this, you agree to all of the following: You understand this to be an expression of opinions and NOT professional advice. 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