Going Beyond Gold: Capturing the Broader Commodity Complex

View: Source Gold has undeniably been the standout asset class of the year, stealing the spotlight after a string of record highs. Bullion prices have surged 30% YTD to outpace equities and bonds amid a combination of central bank hoarding and a general flight to safety. Despite the precious metal’s glimmering outperformance, investors may be overlooking opportunities among the broader commodities complex. The Bloomberg …

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US losing ground to China in competition over Central Asia’s critical minerals

View: Source US officials keep expressing enthusiasm for expanding trade in critical minerals with Central Asian states. But while Washington talks, China is taking substantive action to expand its hold over Central Asia’s abundant resources. During her recent Senate confirmation hearing, Julie Stufft, the Trump administration’s nominee to be US envoy to Kazakhstan, reaffirmed US interest in developing Central Asia’s critical minerals sector. “Almost …

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Platinum Rally Is Not Enough To Incentivize New Supply

View: Source China’s platinum imports hit records, draining Western vaults and pushing lease rates higher. Valterra warns prices need to rise another 50% to justify new supply amid tight global output.   Platinum has emerged as one of the best-performing commodities in 2025, with prices surging over 47%. Beyond speculative investments, intensifying shortages have driven the interest, raising concerns from both industrial …

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