Copper is leading base metals today, up about two percent.

Meanwhile, the big story in mining and metals is the price of uranium. The bulk and spot markets are up by one-third in a month.  Look what that has done to the ETF market for uranium.

[Thanks to Yahoo!]  This is an increase of 61 percent IN A MONTH. 

The importance here is less about uranium and more that it is, perhaps, sounding alarm bells.  Broader market disruptions, inflation, and a change in seasonality must show up across the board within this sector eventually.  If so, don't fight the headwinds.