China’s Rare Earth Leverage Explained in 3 Shocking Charts

Failed 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 …

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World Bank Sees Coal Prices Rising 20%, Nickel 12%

A 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 …

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From Oil To Critical Minerals: The Next Energy Security Risk

When 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 …

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Gold price could see $8,000 on de-dollarization, Deutsche Bank projects

Gold 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 …

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‘Without commodities there is no renewable energy, no data centres’ – BlackRock’s Evy Hambro

Gold 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 …

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Why the Precious Metals Breakout Has Not Re-Rated PGE Developers

Introduction 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 …

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Rare Earths vs. Critical Materials: Navigating 2 Distinct Opportunities

Rare 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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Canada Just Opened North America’s First Electrochemical Lithium Refinery

China has been consolidating its control over global lithium supplies for years now. As the lithium-ion battery sector continues to grow at a massive pace, the extreme concentration of lithium supply chains gives China a major economic and geopolitical advantage. It also creates worrying vulnerabilities for the rest of the world that has come to rely on imports of the …

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Platinum vs palladium: Which metal could deliver bigger returns right now?

Platinum vs palladium investment guide 2026: Platinum and palladium don’t attract the same attention as gold and silver, but their importance in the global economy is hard to ignore. Both metals are deeply tied to industrial demand, especially in catalytic converters used in gas and diesel-powered vehicles, as per a report. They also play roles in electronics and are increasingly …

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When Will Gold Reach $10,000? A Reality Check For Some

Gold opened Friday at $4,661.33 per ounce, marking a 3.5% weekly retracement following a period of intense price discovery and sharp volatility. While the yellow metal has displayed remarkable resilience, the path to the psychological milestone of $10,000 remains a steep climb, requiring a further 114.5% gain from current levels. Before we get to the point of Gold reaching $10,000 …

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