Wall Street analysts are still holding firm on their bullish year-end targets for gold bullion — even after gold ended April with a more measured pullback and March’s sharp selloff, TheStreet.com reports. After stabilizing somewhat last month, gold drifted modestly lower in April, ending the month in the mid-$4,500 range. That leaves prices well below Gold’s late-January peak near $5,600, but still within striking …
Continue ReadingWashington under Trump is eager to secure alternative supplies, but Beijing’s dominance appears too strong to break soon, observers say The Trump administration’s strategic interest in rare earths is pushing the US towards more pragmatic diplomacy as it seeks to rebuild critical mineral supply chains without China, according to observers. As a result, there had been cooperation with other countries on resource projects …
Continue ReadingAn increase of 21.6 per cent in the aluminium price this year has been observed by the World Bank, in comparison to the previous year. The observation comes after the industry is currently grappling with tight supply, low inventory and a strong demand coming from the emerging industries. The projected price has been exceeding the market level for nearly two …
Continue ReadingFailed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped. Investors scrambled for safe havens. Then, just as quickly, the tension eased again. This kind of week forces a question: what other chokepoints are hiding in plain sight? There’s one that could make Hormuz look manageable in one …
Continue ReadingA global commodity shock highlighted by the World Bank is poised to boost Indonesia’s key exports, particularly coal and nickel, as energy disruptions and strong demand lift prices across major commodities. In its April 2026 Commodity Markets Outlook, the World Bank forecasts global commodity prices will rise about 16% this year, driven largely by higher energy prices. “Average commodity prices …
Continue ReadingWhen tensions in the Middle East escalated this spring, the Strait of Hormuz turned into a focal point of global concern. Oil prices surged, markets tightened. Governments scrambled to assess exposure. Roughly a quarter of global seaborne oil trade passes through this narrow corridor. Any disruption would be felt instantly across the global economy. So much so that the International …
Continue ReadingGold is poised to benefit significantly from an increasingly fragmented world as nations continue to pivot into the metal and away from the US dollar as their go-to reserve asset, according to Deutsche Bank. In a note published on Monday, the German investment bank said it sees a scenario where central banks, especially those in emerging economies, continue to increase their …
Continue ReadingGold and copper are the two largest exposures in the £1.8bn BlackRock World Mining investment trust, with long-serving fund manager Evy Hambro saying the fundamentals of both assets remain strong, In the case of copper, for instance, there is fundamental demand for renewable energy and data centres. Hambro told FT Adviser: “Around 40 per cent of the assets are in …
Continue ReadingIntroduction The 2024 to 2025 precious metals cycle produced price moves that stand apart from prior bull markets in their breadth. Platinum surged past an all-time high of $2,700 per ounce before closing around $2,000 per ounce. Palladium passed $2,000 per ounce before settling at approximately $1,700 per ounce. Gold passed $5,000 per ounce and closed at approximately $4,600 per …
Continue ReadingRare earth elements (REEs) and critical materials, despite their sometimes interchangeable use, represent two distinct investment opportunities. Understanding the nuances can help investors navigate the strategic shifts in 2026, which include geopolitical uncertainty. Rare Earths or Critical Materials? Rare earth elements are critical materials, but not all critical materials are rare earths. This presents a simplified way to discern between …
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