View: Source Value of gold demand reaches record-high of $132B in Q2 as total demand hits 1,249 tons. Global gold demand expanded by 3% on an annual basis in the second quarter of the year, reaching a record $132 billion in value, according to a report by the World Gold Council (WGC) released on Thursday. The demand amounted to 1,249 tons …
Continue ReadingView: Source The global critical minerals race is heating up, and by not collaborating more closely, Australia and Canada are letting down their partner nations. Despite being the world’s two most reliable and like-minded mining giants, the pair are drifting apart just as they should be forging a united front. To secure global supply chains, counter coercion and boost economic and …
Continue ReadingView: Source Critical minerals play an essential role in security and technological competitiveness, but the United States relies heavily on imports from China and other foreign sources. The Trump administration is trying to change that. In 2022, the U.S. government identified fifty minerals considered critical to the U.S. economy and national security. These minerals, such as cobalt and lithium, play essential …
Continue ReadingView: Source Brazil’s President Luiz Inácio Lula da Silva has announced the creation of a new commission to map and control the country’s critical minerals, aiming to keep these resources under national ownership as global competition for them heats up. Only about 30% of Brazil’s mineral-rich territory has been fully explored. The government wants to identify how much lithium, rare earths, …
Continue ReadingView: Source Chinese control of both the demand for electric vehicles (EVs) and the supply of battery raw materials has sparked a surprise recovery in the price of lithium which has risen by 20% over the past three weeks. That higher price move looks less impressive when measured against the 87.5% price crash of the previous three years. The lithium collapse, …
Continue ReadingView: Source The Philippines may have been unwittingly supplying China with key ingredients for everything from smartphones to missiles, insiders say. When US officials met their Philippine counterparts in Kuala Lumpur this month to discuss critical minerals, few outside industry circles realised the quiet significance of the conversation: a new front in the global contest over resources essential to modern technology …
Continue ReadingView: Source Alternative assets have reshaped modern portfolios. Assets under management (AUM) for alternative assets is projected to reach close to $30 trillion by 2029, with private equity projected to double in AUM to $12 trillion by then(1). The premise for an allocation into alternative assets rests upon a few key ideas: Diversification Lower correlations to traditional assets Enhanced returns of …
Continue ReadingView: Source Due to the slower uptake of costly EVs there will still be demand for ICE vehicles and platinum group metals. It has been almost a decade since the Paris Accords, a global climate change risk mitigation agreement, were adopted by more than 190 countries, seemingly marking the beginning of the end for industries such as platinum group metal (PGM) …
Continue ReadingView: Source The Brazilian government will create a commission to develop a comprehensive map of the country’s mining potential, particularly focusing on so-called critical minerals, as the topic is gaining prominence in the wake of trade tensions with the US. “I recently read an article saying that the United States is interested in Brazil’s critical minerals. Well, if I don’t even know …
Continue ReadingView: Source As of July 24, 2025, spot silver closed at $39.05 per ounce, dipping 0.57% on the day but still up nearly 35% year-to-date—outperforming gold’s 28.5% gain over the same period. According to Maria Smirnova, Chief Investment Officer at Sprott Asset Management, the silver rally is far from over. A seven-year supply deficit and multiple demand catalysts could set the …
Continue Reading