Commerzbank raises base metal outlook but cuts nickel forecast amid soaring premiums

View: Source Commerzbank raises short-term price outlook higher for most base metals, including copper, zinc, and aluminum. Nickel is the exception, with Commerzbank scaling down its price forecast due to well-supplied market. US aluminum import premiums hit an all-time high, driven by US tariffs and declining LME inventories. The recent sharp price increase in base metal prices have prompted Commerzbank AG …

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3 reasons to always have gold in your portfolio

View: Source VanEck’s Head of Investments and Capital Markets reveals the ideal allocation for gold in your portfolio. Key Points ASX gold shares have soared due to a 57% rise in gold prices this year, driven by central bank purchases, with notable gains for companies like Northern Star Resources and Genesis Minerals. Gold provides diversification as its performance is not tied …

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Canada’s finance minister says critical minerals refining is the ‘name of the game’

View: Source Finance Minister François-Philippe Champagne says his goal is to help make Canada the NATO partner of choice when it comes to supplying critical minerals as defence becomes a focus for many countries. Refining is the “name of the game” and Canada can do better than just shipping those high-demand materials south in their raw form, Champagne told a Calgary …

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Brazil’s Race For Critical Minerals Faces Promise And Delay

View: Source Brazil is sitting on some of the world’s richest untapped reserves of critical minerals — from lithium and nickel to rare earths used in wind turbines, electric vehicles, and defense technology. The country could become a major supplier in the global energy transition. Yet as others move quickly, Brazil’s ambitions risk stalling in bureaucracy, outdated policy, and industrial underdevelopment. …

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There’s Still Time to Catch a Ride With Gold Miner ETFs

View: Source With weakening labor data, the ongoing U.S. shutdown, and a softening dollar, gold demand seems poised to not slow down any time soon. There are plenty of ways for advisors and investors to capitalize on the ongoing gold craze. Sure, they could take a more traditional approach and invest in gold futures, gold ETFs, or physical gold itself. However, …

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Ag Retailers Applauds Potash and Phosphate Inclusion on Critical Minerals List

View: Source Major Win for American Ag: Potash and Phosphate Added to Critical Minerals List. The Agricultural Retailers Association (ARA) is celebrating a significant victory for domestic agriculture and supply chain stability after the Department of Interior (DOI) and Secretary Doug Burgum formally added potash and phosphate to the nation’s Critical Minerals List. This designation is a major step toward recognizing the vital role these essential fertilizer ingredients play …

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Why Silver and Platinum Are the New Strategic Metals of 2025

View: Source Rising Industrial Demand and Supply Constraints Boost the Strategic Value of Silver and Platinum. KEY TAKEAWAYS Solar panels now use less silver per watt, but record installation growth keeps total silver demand climbing. Platinum is finding new strength in hydrogen technologies such as fuel cells and electrolysers. Efficiency gains, installation growth, and recycling trends will reveal how sustainable these …

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Interior Department releases final 2025 List of Critical Minerals

View: Source The Department of the Interior, through the U.S. Geological Survey, today published the final 2025 List of Critical Minerals, outlining 60 minerals vital to the U.S. economy and national security that face potential risks from disrupted supply chains.  “In 2017, President Trump set a goal of first identifying and then securing the mineral resources needed to bolster America’s economy …

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Word Gold Council: Investment Key Driver of Gold Demand in Q3 2025

View: Source Investor appetite for safe-haven assets resulted in a record quarter for gold demand in Q3 2025, according to the World Gold Council’s (WGC) latest report. The WGC published its Gold Demand Trends Q3 report on October 30, which clearly demonstrates that investor demand for gold is exploding as economic and geopolitical uncertainty continues to plague the markets. During the third quarter …

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Rare Earths, Real Power: China’s Leverage, Brazil’s Opening, Vietnam’s Promise

View: Source Rare earths are the quiet hardware of modern life—inside EV motors, wind turbines, smartphones, medical devices, and defense systems. The story behind the story is that the real power isn’t in the mines. It’s in the chemistry labs and factories that separate elements and make high-performance magnets. That is where supply chains concentrate, and where politics can pinch. China …

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