The tell in this entire gold moonshot from 2025 into 2026 has never been the rallies. It has been the pullbacks and, more importantly, what happens after the air comes out. Time and again, gold has shed $100 or $200 only to refuse to break. Instead of rolling on its back and falling into an air pocket, it absorbs the selling and …
Continue ReadingChina will open up futures markets for 14 commodities, including lithium carbonate and nickel, to foreign investors, Bloomberg reported today, citing a statement by the China Securities Regulatory Commission. The move comes a few days after reports emerged that Beijing plans to launch liquefied natural gas futures priced in yuan. The Shanghai Futures Exchange has sought for years to launch yuan-denominated futures …
Continue ReadingAs the world shifts to clean energy, minerals such as lithium, cobalt and manganese have become as important as oil once was. Africa holds large reserves of these critical minerals. Yet they are mostly exported as raw materials, returning as expensive green technologies made in factories overseas. South Africa’s G20 presidency set up a new critical minerals framework that aims to help Africa’s …
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