Copper Surges Strongly in the Slipstream of Gold and Silver

View: Source Just as the general holiday season concludes, prices for key metals and precious metals are gaining momentum. The gold price has already drawn attention by breaking out of its approximately three-month consolidation phase. The current all-time high of $3,499 per ounce is nearly reached and could soon be surpassed by a new one. Silver has also started a new upward trend, …

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Why Lithium, Copper, and Uranium Are Set to Soar in the Global Energy Transition

View: Source The global shift to electrification is driving demand for lithium, copper, and uranium, key materials that power batteries, deliver electricity, and ensure stable energy, making them vital to the energy transition and long-term investments. The global energy landscape is undergoing a massive transformation, with electricity emerging as the new engine of economic growth. The demand is increasing, outpacing all …

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New approach needed in mining critical minerals

View: Source Government incentives and public literacy on metals could mobilize innovation and expand Canada’s role in global mineral supply chains. Global demand for critical minerals is increasing at a rapid pace, fueled by multiple factors including economic growth, the need for cleaner technologies and the NATO target of five per cent of GDP for annual defence spending, which in Canada is to …

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Gold prices holding steady, silver enjoys ETF activity

View: Source Refinery services provider Heraeus says in its latest precious metals appraisal that gold will not be subject to US import tariffs that have been imposed on various countries, and that gold prices are holding steady amid market turbulence globally. The gold price closed the week ended August 15 at $3 343/oz, which marked a 1.5% week-on-week decrease. Heraeus explains …

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Going Beyond Gold: Capturing the Broader Commodity Complex

View: Source Gold has undeniably been the standout asset class of the year, stealing the spotlight after a string of record highs. Bullion prices have surged 30% YTD to outpace equities and bonds amid a combination of central bank hoarding and a general flight to safety. Despite the precious metal’s glimmering outperformance, investors may be overlooking opportunities among the broader commodities complex. The Bloomberg …

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US losing ground to China in competition over Central Asia’s critical minerals

View: Source US officials keep expressing enthusiasm for expanding trade in critical minerals with Central Asian states. But while Washington talks, China is taking substantive action to expand its hold over Central Asia’s abundant resources. During her recent Senate confirmation hearing, Julie Stufft, the Trump administration’s nominee to be US envoy to Kazakhstan, reaffirmed US interest in developing Central Asia’s critical minerals sector. “Almost …

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Platinum Rally Is Not Enough To Incentivize New Supply

View: Source China’s platinum imports hit records, draining Western vaults and pushing lease rates higher. Valterra warns prices need to rise another 50% to justify new supply amid tight global output.   Platinum has emerged as one of the best-performing commodities in 2025, with prices surging over 47%. Beyond speculative investments, intensifying shortages have driven the interest, raising concerns from both industrial …

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A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

View: Source The United States wants to secure its supply chains and revitalize domestic manufacturing, but when it comes to minerals, it’s still playing catch up—and not always with the right playbook. On August 1, the Trump administration launched sweeping new copper policies, including steep tariffs on semi-finished copper products and a domestic sales requirement. The announcement came just weeks after the US …

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Industrial Activity & Investment Demand Will Drive Silver

View: Source Silver continues to show its luster alongside gold this year, but both carry differing demand drivers. Silver will benefit from recovering industrial activity and increasing investment demand—both highlighted in Sprott’s latest silver report. As seen though the S&P indexes, silver continues to show upside. The S&P GSCI Silver index is just ahead of the S&P GSCI Precious Metals index and …

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Copper rises as Chile stoppage stirs fresh concerns about supply

View: Source Copper rose for a second day as Chilean mining giant Codelco grappled with the aftermath of a deadly accident at one of the world’s biggest underground mines. Six people were killed in a tunnel collapse triggered by an earth tremor at El Teniente, which accounts for over a quarter of Codelco’s output. Underground operations are halted and — with the company launching an investigation into the causes …

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