Gold and silver have largely defied traditional safe-haven expectations during the 2026 Iran conflict, experiencing significant volatility and price declines rather than consistent rallies. Gold fell over 10% and silver over 20% in March 2026, often dropping when oil prices spiked as investors sold assets, including gold, for liquidity amid a stronger US dollar. Copper prices have remained resilient during the war, …
Continue ReadingThe intensifying strategic competition between America and China is reshaping global trade, industrial policy and supply chains in ways that businesses can no longer ignore. Hany Besada explains how multinational firms must rewrite their strategies and re-route their supply chains to reflect the risks to international business. Tariffs, export controls and investment restrictions are increasingly intersecting with competition over critical minerals, such …
Continue ReadingThe global lithium market is set to enter a near-decade-long deficit as a lack of mine investment weighs on supply of the electric vehicle battery metal, according to investment bank Canaccord Genuity. In a note published Wednesday, Canaccord analysts said they expect to see a “material market deficit” starting this year, given that a tightening supply has more than offset …
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