Platinum Prices Surge 30% in First Quarter of 2026 Amid Supply Deficits

Platinum has experienced a significant price increase of 30% during the first quarter of 2026, continuing a trend of market strength that began last year. This rally is attributed to persistent supply deficits affecting the precious metal market, according to commodity price data from the World Bank published in April. The sustained price elevation presents opportunities for mining operations to …

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Rare Earths Surge: The Minerals Outpacing Lithium

Lithium may dominate the headlines, but it’s no longer the most interesting story in critical minerals. A quieter rally is building—one driven by AI demand, defense needs, and tightening supply. And this time, the action is shifting to minerals most investors barely track. Rare Earths Step Into The Spotlight “The biggest moves are in rare earths and key strategic minerals,” Harvey Kaye, Executive …

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Brazil demands rare earths be processed at home as US and China compete

Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine. Brazil will require foreign partners to process rare earth minerals domestically as a condition for access to its reserves, a senior government official said this week, setting terms that could reshape how Chinese and Western firms compete for resources the country has long exported raw. …

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Is Gold More Likely to Hit $4,000 or $6,000 in 2026?

The safe-haven asset has been volatile recently, and how it performs from here on out will likely depend on the economy. The price of gold has been fluctuating between $4,500 and $5,500 for much of 2026. The volatility and uncertainty around the economy, the war in Iran, and broader geopolitical issues appear to have all been weighing on its value. On Monday, …

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EU launches critical minerals procurement platform to cut China dependence

The European Union on Monday launched ⁠the critical minerals ⁠section of its energy and materials ⁠procurement platform, which aims to give more power to regional buyers and cut dependence on dominant producer China by aggregating their purchases. The platform is part of the bloc’s RESourceEU strategy, announced in December ‌to develop its supply chains for rare earths and other strategic …

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Silver Is Moving Higher – But Is $100 Realistic From Here?

Silver entered 2026 with a degree of volatility that has left even seasoned market spectators breathless. After a staggering 147% climb throughout 2025, the white metal ignited an aggressive “short squeeze” style rally in the opening weeks of the year, catapulting from sub-$50 levels to an all-time intraday high of $121.60. The subsequent correction to the $77 range suggests that …

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Australia and US Boost Support for Critical Minerals With $3.5 Billion

Australia and the U.S. have committed more than A$5 billion ($3.5 billion) to back a range of critical mineral projects, nearly double the amount pledged when the two countries struck a co-operation agreement six months ago, Canberra said on Sunday. The funding seeks to support Australian ventures to develop and refine metals vital to industries including defense, advanced manufacturing and …

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China hikes rare earth prices by 45%

One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions in the midst of a raging conflict in the Middle East. On Friday, China Northern Rare Earth Group said it had set its rare earth concentrate transaction price for the second quarter at 38,804 yuan (about US$5,390) per tonne, excluding tax, …

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Aluminium prices hit four-year high on Hormuz disruption risk

Aluminium prices rallied again on Monday, hitting their highest in over four years, as ongoing disruptions to flows along the Strait of Hormuz continued to alter the supply-demand balance. Failed peace talks between the US and Iran, and threats by president Donald Trump for a full blockade of the Strait, pushed three-month aluminium futures on the LME 1.7% higher to …

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What’s Next for Gold & Silver

The 2006 Halfway Point During the last major bull market, gold spiked to $730 in 2006 and then consolidated for 16 months before resuming its uptrend. That marked the halfway point of the decade-long bull run. The 2026 Halfway Point? A repeat of the 2006 halfway pattern in 2026 would suggest gold remains range-bound between $4,000 and $5,600 into 2027, before entering …

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