Gold prices have enjoyed an impressive run of late. Over the past 12 months, gold prices have skyrocketed 74% compared with the benchmark S&P 500 Index’s 14.1% rise. If we zero in a little closer, the difference between the metal and the broad market is even clearer. Since the beginning of 2026, gold prices have increased nearly 28% while the …
Continue ReadingGlobal mining is at an inflection point: demand for critical minerals, underpinned by the low-carbon transition, defence spend, transport electrification and data centres is accelerating in an environment where supply is rising, metals prices are volatile and government intervention is scaling up, said BDO Audit Partner and UK Head of Natural Resources and Energy, Matt Crane. He was writing in …
Continue ReadingNickel prices surged late last year after Indonesia announced plans to slash ore production by a third in 2026 – but analysts at Panmure Liberum are urging caution. The move would see output fall by 34% from 2025’s level of 379 million tonnes. Given that Indonesia accounts for over 60% of global mined supply, the initial announcement triggered a sharp …
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