Gold Miners: Strong Fundamentals Meet Underrated Valuations

Advisors and investors have certainly been keeping an eye on gold prices as of late, but what’s going on with the gold miners themselves may be equally as interesting. Key Takeaways: Gold miners performed well in August, given that the precious metal offered a potent use case during the debasement trade and a weakening dollar. Despite gold miners offering strong …

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Aluminium’s calm belies lingering supply-chain stress, Reuters column says

Iranian missile attacks on Gulf smelters and the blocking of the Strait of Hormuz have knocked out almost 3-million metric tons of aluminium production capacity. Yet, eight months on, the market is seemingly unconcerned. Indeed, London Metal Exchange (LME) three-month aluminium is now trading just above $3 000 a ton, which is where it was in early February before the …

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Copper Demand Is Forecast to Rise 50% by 2040. Mined Supply Is Expected to Peak Around 2030

Global copper demand is projected to rise about 50%, from roughly 28 million metric tons in 2025 to 42 million metric tons by 2040, according to S&P Global’s January 2026 outlook, which warns that the market could face a shortfall of up to 10 million metric tons by 2040 without major new mining and processing investment. The Business Research Company …

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