Gold surged to $4,850 per ounce today (Wednesday), April 8, 2026, gaining over 3% as the US-Iran two-week ceasefire triggered a sharp reversal in the dollar and oil markets. Silver outperformed with a nearly 7% rally to $77 per ounce, its highest level since March 18. The ceasefire announcement followed President Trump’s acceptance of a 10-point Iranian proposal as a …
Continue ReadingInternational Energy Agency warns that China’s continued dominance of rare earth material supply chains is putting up to $6.5tr of global economic activity at risk every year. Around $60bn of investment is needed over the next decade to develop more diversified rare earth supply chains for clean and digital technologies, as China’s continuing dominance of these critical markets. Chinese export …
Continue ReadingBrazil critical minerals were a technical policy topic six months ago. Now they are a presidential campaign issue — with each major candidate staking out a position that reveals how they would manage the country’s most consequential foreign policy question: alignment with Washington, Beijing, or neither. The global race for the minerals that power electric vehicles, wind turbines, semiconductors, and …
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