China’s rare earth exports to US fall 20%

China’s shipments of rare earth magnets to the US fell sharply last month, according to official Chinese customs data released Sunday. Supply of the materials, critical to high-end manufacturing, is expected to be a major point of friction at Trump’s summit with Xi this week. Shipments fell to 512 tonnes in August, down 20% from July and 13% below the …

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Platinum vs Gold: Why They Stopped Moving Together

For a long stretch of modern market history, platinum traded at a premium to gold. It was rarer, harder to extract, and carried a luxury association that jewellery marketing reinforced. That relationship inverted and then persisted in its inverted form for long enough that a generation of traders has never seen the old one. The interesting question is not when …

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