Surging demand for scarce platinum set to outstrip supply again in 2026

View: Source Platinum is classified as a critical mineral in many countries around the world. As 2026 kicked off with the Trump administration’s intervention in Venezuela, we can say with confidence that heightened geopolitical uncertainty is likely to continue to drive investors towards hard assets and precious metals in particular. This is a continuation of a theme which drove a significant precious metal price …

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DOE Awards Billions to Bolster U.S. Uranium Enrichment Supply Chain

View: Source The Department of Energy has finally awarded billions of dollars in contracts, announced in 2024, for uranium enrichment across low-enriched uranium (LEU) and high-assay LEU (HALEU) production. Three companies—Centrus Energy, General Matter, and the French company Orano—were awarded contracts peaking at approximately $900 million each for HALEU and LEU capacity development. Notable companies left out of the awards include …

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Strategic value, rich critical minerals: Why is US eyeing Greenland?

View: Source Strategically located between North America, Europe, and rich in critical minerals, Arctic island is focus of renewed US interest. – Mineral resources are increasingly seen as vital for modern economies, defense industries – Analysts warn any attempt by US to seize Greenland by force would have severe consequences for NATO BRUSSELS Greenland, an autonomous territory of Denmark, has once …

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Japan condemns China’s dual-use export ban as rare earth curbs loom

View: Source Japan called China’s ban on dual-use exports for its military “absolutely unacceptable” on Wednesday, amid a looming threat of broader curbs on vital rare earths in an escalating dispute between Asia’s top two economies. Dual-use items are goods, software or technologies that have both civilian and military applications, including certain critical minerals essential for making drones and chips. Japanese …

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Banks bullish on gold price as Morgan Stanley sets $4,800 target

View: Source After delivering its best annual performance since 1979, gold is drawing fresh bullish calls from major banks as conditions line up for fresh record highs. In a note published on Monday, Morgan Stanley said prices could hit new heights this year and rise to $4,800 per ounce by the fourth quarter, citing falling interest rates, a potential leadership shift …

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Silver Extends Gains—Up Another 13% In 2026

View: Source Silver’s historic rally shows no signs of cooling as the new year begins. After a blockbuster 2025 that saw silver shatter decade-old resistance levels, it has extended its gains by another 13% in the first week of 2026 alone. The move is driven by a perfect storm of geopolitical tension, widening industrial deficits and a massive rotation into precious metals as …

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Is Venezuela a Critical Minerals Target?

Photo: natanaelginting/Adobe Stock View: Source On December 25, 1956, the New York Times declared, “Venezuela Finds Big Ore Deposits; Geologists Assert Reserves of Minerals May Approach Nation’s Oil in Importance.” Nearly seven decades later, that promise has largely gone unrealized. Far from emerging as a major global mining power, Venezuela’s mineral sector has remained marginal, fragmented, and chronically underdeveloped. In early January 2026, …

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Stocks rise after the U.S. attacks Venezuela. But gold tells a different story

View: Source The S&P 500 climbed on energy gains. At the same time, gold and silver rallied amid fears that the geopolitical rules won’t hold. The S&P 500, the major market index with the most exposure to the oil and gas sector, opened higher on Monday after a weekend of geopolitical upheaval, with President Donald Trump declaring that the U.S. plans to …

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Silver Breaks a 140-Year Structure: Cycles and Square of 9 Point Much Higher

View: Source Silver’s 140-year price history reveals a powerful combination of secular cycles, geometric price symmetry, and compression–release behavior that strongly supports the thesis of a historic breakout phase now underway. The chart illustrates a multigenerational rising channel originating in the late 1800s, with price respecting the lower and upper diagonal trend boundaries through every major monetary regime shift, war cycle, and inflationary …

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Copper Hits Record $13,000 on Tariff Concerns and Risk-On Mood

View: Source Copper touched $13,000 a ton for the first time, extending last year’s scorching rally as mine outages and trade dislocations fuel concerns over supplies of the key industrial metal. Benchmark futures rallied as much as 4.3% in London. A strike at the Mantoverde mine in Chile was just the latest supply disruption at a time of expanding global demand …

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