UBS Lifts Palladium Forecasts as Options Market Signals Ongoing Optimism

View: Source UBS has increased its price outlook for palladium by $50 an ounce across all forecast horizons, saying it expects the metal to remain modestly undersupplied through next year. The bank noted that sentiment in the options market is still leaning positive, although it has drifted closer to neutral compared with earlier in the year. Current implied volatility skews between …

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Silver Hits Record High with 100% Price Increase This Year, Far Outpacing Gold

View: Source Key Takeaways Silver prices rose to record highs for the second consecutive trading day on Monday, driven by tight supply and growing investor demand. Deutsche Bank expects exchange-traded funds’ silver holdings to hit a record high next year as rate cuts boost demand on Wall Street. The price of silver rose to an all-time high on Monday, boosted by …

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Competition Intensifies Over Central Asia’s Rare Earth Elements

View: Source In pursuit of rare earth elements (REEs), U.S. President Donald Trump hosted the leaders of five Central Asian states at the White House on 6 November. China currently controls about 90 percent of global REE processing and, amid its trade conflict with the U.S., expanded export restrictions in October, constricting U.S. access to critical minerals. For an REE-dependent Washington, Central Asia …

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The UK must secure supplies of 34 critical minerals says new report – here’s how

View: Source You’re probably reading this article on a phone or laptop containing more than 30 different metals. Some will be common: aluminium casing, copper wires. But other metals are less familiar and much more scarce. Each iPhone contains less than a gram of lithium, for instance, but would not function without it. We are in the midst of a geopolitically …

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Canada’s critical minerals push reshapes corporate identities

View: Source Prime Minister Mark Carney unveiled the next wave of Canada’s “nation-building”projects this month, and the message was clear: Critical minerals are no longer a niche resource play, but a central pillar in Canada’s response to a US-led trade war and climate-transition strategy. The announcement, part of a sweeping second tranche of projects destined for the new Major Projects Office, prioritized low-carbon nickel, graphite …

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Why Platinum Could Surge Higher From Here

View: Source The U.S. is offloading dollars for critical minerals… And so should you. The goal is to bolster domestic industries critical to national security and to secure domestic supply chains. To that end, the government has taken direct equity stakes in private businesses and made loans and grants to promote various industries – including critical minerals, artificial intelligence, semiconductors, national defense, …

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Why gold prices could soar another 20% next year, according to top Wall Street forecasters

View: Source Gold prices could surge as much as 20% in the coming year, top forecasters say. Wall Street sees tailwinds like central bank buying and Fed rate cuts boosting bullion’s value. Sustained demand from private investors also adds to gold’s bull case. Gold’s (GC=F) hot streak that boosted the metal to records could push on through 2026. That’s according to forecasters on Wall Street, …

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US needs to break China’s supply chain chokehold to win the tech race

View: Source American leadership in artificial intelligence, quantum computing and biotechnology at risk. Beijing has repeatedly shown the world that it is willing to weaponize its dominance of supply chains, and President Donald Trump had to de-escalate the latest rare-earth dispute during his recent trip to Asia. But rare earths are only a small window into the power that China could have over …

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Value of EV battery nickel second-highest on record, cobalt at 30-month high

View: Source In 2016, Elon Musk famously said: “Although they’re called lithium-ion, the actual percentage of lithium in a lithium-ion cell is approximately 2%. Technically, our cells should be called nickel-graphite, because the primary constituent in the cell as a whole is nickel. There’s a little bit of lithium in there, but it’s like the salt on the salad.” In 2016, nickel cobalt …

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