RBC says gold still shines as central banks and investors stick with it

View: Source Gold has held up remarkably well in recent weeks, despite markets regaining some composure and equities moving higher. What’s interesting, RBC says, is the “cognitive dissonance” in markets. Equities are rising, but so are gold allocations. Instead of seeing this as a contradiction, analysts argue that it shows gold working as intended, a strategic hedge, not just a panic …

Continue Reading

Japan urges China to ease export curbs on critical minerals

View: Source Japan’s Foreign Minister Takeshi Iwaya urged his Chinese counterpart Wang Yi on Thursday to ease Beijing’s export restrictions on critical minerals, including rare earth elements used in semiconductors, expressing “strong concern” over the negative impact of the curbs on Japanese firms. Iwaya, who met with Wang on the fringes of regional gatherings in Malaysia, also called on China to …

Continue Reading

Chinese Exporters Reroute Rare Earths to Keep Supplying U.S.

View: Source Chinese exporters of some rare earths have rerouted their flows to skirt a ban on selling these commodities to the U.S., and now they enter the country from Thailand and Mexico, Reuters has reported, citing customs and shipping records. According to the records, while Chinese exports of antimony, a critical mineral that is used in batteries and microchips, to the …

Continue Reading