Major Copper Mining Companies Analysis 2026 BHP, Freeport, Rio Tinto, Southern Copper, Glencore, Codelco: Production, reserves, costs, and growth pipelines By mytech.today | 2026-01 | 15 min read TL;DR Six major copper producers control the majority of global production and reserves: BHP (record production FY2025), Freeport-McMoRan (70% of US refined copper), Rio Tinto (Oyu Tolgoi…
Silver Supercycle Portfolio Strategy Practical allocation frameworks for positioning portfolios amid China’s export controls and supply constraints By myTech.Today | 2026-01 | 18 min read TL;DR Silver’s dual role as industrial metal and monetary asset creates unique portfolio positioning opportunities amid China’s export restrictions. Correlation analysis shows silver offers diversification benefits with 0.3-0.5 correlation to…
Silver Crisis Narrative: Fact vs. Speculation Separating confirmed trends from speculative extrapolations in China’s silver export restrictions analysis By myTech.Today | 2026-01 | 14 min read TL;DR This analysis fact-checks the silver crisis narrative using independent verification methodology. Confirmed facts include: China announced export restrictions on antimony, gallium, germanium, and graphite (December 2024-January 2025), silver…
Silver Squeeze: Which Tech Sectors Hurt Most? Solar, EVs, AI chips, and electronics face margin compression as silver costs surge 256% since 2020 By myTech.Today | 2026-01 | 16 min read TL;DR Silver prices surged 256% from 2020 to early 2026, creating severe margin pressure across technology sectors. Solar manufacturers face the worst impact—silver represents…
Paper vs Physical Silver: Premium Explosion When COMEX futures diverge from physical markets, investors face unprecedented arbitrage opportunities By myTech.Today | 2026-01 | 14 min read TL;DR Physical silver markets are breaking away from paper futures. Shanghai premiums hit $8/oz above COMEX in late December 2025. COMEX registered inventory fell to 11.1%, the lowest in…
Silver’s Structural Deficit: Tech Megatrends Can mine production and recycling keep pace with explosive industrial demand from solar, EVs, and AI? By myTech.Today | 2026-01 | 15 min read TL;DR Silver faces a structural supply-demand deficit entering its fifth consecutive year. Global demand reached 1.17 billion ounces in 2024 while mine production delivered only 820…
China’s Silver War: Geopolitical Risk How China’s export controls weaponize silver in the escalating US-China resource conflict By myTech.Today | 2026-01 | 12 min read TL;DR China’s January 2026 silver export restrictions represent strategic commodity weaponization in the US-China tech war. Historical precedents from rare earths controls (2010-2011) suggest policy durability of 12-24 months with…
When the Auditor Asked the Question How a manufacturing company built a working business continuity plan after an audit exposed critical gaps By mytech.today | January 18, 2026 | 8 min read TL;DR A precision manufacturing company faced audit failure when they couldn’t answer “What happens if your facility is unavailable?” We discovered outdated documentation,…
China’s Silver War: Complete Analysis Series Comprehensive 6-part analysis of geopolitical risks, supply-demand dynamics, and investment strategies for 2026-2030 By Kyle C. Rode | 2026-01-18 | 5 min read TL;DR Silver markets face a perfect storm: China’s export restrictions, five-year supply deficits, COMEX vault depletion, and explosive industrial demand from solar, EVs, and AI. This…
Odoo Quality Module for Manufacturing Building ISO 9001 and IATF 16949-compliant quality control in Odoo 16 for injection molding January 13, 2026 | 8 min read TL;DR An injection molding manufacturer needed ISO 9001 and IATF 16949-compliant quality control beyond Odoo’s standard capabilities. We built a custom module extending mrp.production and quality.check models. The solution…
