Platinum Supply Deficits ‘Here to Stay’

View: Source The rising platinum price is unlikely to dampen demand or stimulate additional supply, meaning that forecast market shortfalls are here to stay, says the mining-industry backed World Platinum Investment Council. ‘Inelastic’ is a term used by economists to describe a situation where a change in price has a relatively small impact on the quantity demanded of a good or service. In other …

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Brazil’s Rare Earth Exports to China Triple, Highlighting Shift Away from U.S. Ties

View: Source Brazil’s exports of rare earth minerals to China shot up to $6.7 million in the first half of 2025, tripling the full-year total from 2024. Data from the China-Brazil Business Council shows that almost all of this growth went directly to China, not to the United States. These rare earths—key materials for high-tech devices and renewable energy—are now mostly fueling Chinese …

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Why Gold, Why Now?

View: Source During times of economic uncertainty and geopolitical instability, gold historically performs well. It is viewed as a reliable store of value and offers hedging opportunities. Gold plays a key role in diversification due to its low correlation with other asset classes, which strengthens portfolios, especially during periods of market volatility. Whilst gold has seen an increase of almost 2000% …

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Critical Minerals Supply Crisis Call Signal: Multi-Billion Dollar Funding Wave of Global Development

View: Source Platinum group metals markets are experiencing significant supply deficits of approximately 500,000 ounces annually for both platinum & palladium, representing 5% of total market demand, while recent price performance shows platinum gaining 33% and palladium 12.5% since May driven by genuine physical demand from Asian markets. Export restrictions on rare earth elements from dominant producing nations have fundamentally altered …

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HSBC raises platinum and palladium price forecasts for 2025 and 2026

View: Source HSBC has raised its average price forecasts for platinum and palladium for 2025 and 2026, citing strong underlying fundamentals, according to a note dated July 22. It raised its average price forecasts for platinum to $1,215 an ounce (from $1,030) for 2025, and to $1,445 an ounce (from $1,310) for 2026. Palladium average price forecasts were raised to $1,100 …

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Ontario ‘scales up’ Critical Minerals Innovation Fund to strengthen mining supply chain

View: Source The provincial government is providing $7 million for a new round of the Critical Minerals Innovation Fund (CMIF). It’s meant to help strengthen and secure mining supply chains so they’re not so dependent on the United States. Politicians and stakeholders were at Science North in Greater Sudbury on Wednesday when Minister of Energy and Mines, Stephen Lecce, announced the launch of the new …

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EU hails progress on China’s rare earth curbs but insists trade be rebalanced

View: Source After a one-day summit in Beijing, the European Union insisted on the need to immediately rebalance trade relations with China. The European Union announced on Thursday a tentative agreement with China to alleviate restrictions the country had placed on critical exports of rare earths, which had caused alarm across the bloc and threatened to paralyse entire industries. The stringent …

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Precious Metal Prices Surge Amid Geopolitical and Economic Uncertainty

View: Source Platinum saw a 28% price surge in June, marking its strongest monthly gain in decades, driven by supply concerns and investor interest. Palladium jumped 19% amid shifting sentiment and output cuts, though its long-term demand faces pressure from the EV transition. Silver climbed nearly 8%, nearing a 13-year high, while gold remained stable around $3,300 amid Fed uncertainty and …

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Indonesia to remove US critical minerals export restrictions

View: Source Indonesia has agreed to eliminate tariffs on more than 99% of U.S. goods and scrap all non-tariff barriers facing American firms, while the U.S. will drop threatened tariffs on Indonesian products to 19% from 32%, the two countries said on Tuesday. Trump hailed the deal, which he first announced on July 15, in a posting on his Truth Social …

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Platinum market’s ‘deep’ tightness shows little sign of relief

View: Source The platinum market has tightened to unprecedented levels in the past few days as tariff fears and speculative buying pull metal from the key London and Zurich markets into warehouses in the US and China. Following a record rally last month, spot prices have soared to fresh all-time highs and the implied cost of borrowing the metal for one month …

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