Metals trading activity in China is skyrocketing: Combined trading volume in aluminium, copper, nickel, and tin futures on the Shanghai Futures Exchange jumped +86% MoM in January, to 78 million lots, the most in at least a year. This is 5 TIMES the average monthly volume seen https://t.co/GQ8dXcwGKm

Original source ↗ | February 15, 2026 at 16:12 UTC | Twitter - @KobeissiLetter

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [6] TICKER: Aluminium, Copper, Nickel, Tin futures (or ETFs like JJN, CPER, JJM) DIRECTION: Long THESIS: Skyrocketing trading volume in base metals futures in China (up 86% MoM, 5x average) indicates strong demand or speculative interest, which is bullish for these commodities. SPEAKER: @KobeissiLetter TIMEFRAME: Short-term to medium-term

IDEA [7] TICKER: Investment banks (e.g., GS, MS), Private Equity firms (e.g., CG, BX, KKR) DIRECTION: Long THESIS: Recovery in M&A volume and improving

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
ALUMIN	LONG	@KobeissiLetter	Skyrocketing trading volume in base metals futures in China (up 86% MoM, 5x average) indicates strong demand or speculative interest, which is bullish for these commodities.	—