Silver hit $120 an ounce at the start of 2026. It is now stuck below $75. The metal has given back more than a third of its peak value, and the debate is whether that is a buying opportunity or a warning sign. Bank of America’s answer is more complicated than either side wants to hear. Bank of America foresees …
Continue ReadingWhen US President Donald Trump imposed steep tariffs on the entire world on April 2, 2025, he called that “Liberation Day.” The very next day, China moved to retaliate by applying export controls to rare earths, sending tensions between the two countries skyward. That led to an escalating exchange of punitive rates, with US’ tariffs on China rising to 145% …
Continue ReadingDemocratic governments are treating community consent as an obstacle to supply – just as China has worked out it isn’t. The West is trying to break China’s grip on critical minerals by copying the one thing that China is now abandoning. The premise is that China’s advantage came from lesser environmental and social obligations – letting it dig and refine …
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