The strategic importance of critical raw materials for Europe’s industry

View: Source This Policy Position was first published on 20 May 2024 on The Innovation Platform in an amended version European Commission President Ursula von der Leyen assumed office in 2019 with the European Green Deal as her flagship policy, setting out the path for the EU’s clean energy transition. Within it, she stressed the strategic importance of achieving resilient and diversified supply chains for …

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Gold Rebounds After Strong Pullback – Silver, Platinum Forecasts

View: Source Key Points: Gold climbed back above the $4100 level. Silver attempts to settle above $49.00 as trades bet on a rebound. Platinum tested the $1600 level. Gold Gold is moving higher as traders increase their long positions after the strong pullback. A move above the resistance at $4170 – $4180 will push gold towards the next resistance level at $4370 …

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Korea must join global rare earth alliance before it’s too late

View: Source Securing supply chains a matter of survival, not choice The global race for resource security is accelerating. As strategic minerals become the lifeblood of advanced industries — from semiconductors and electric vehicles to batteries and defense technologies — nations are scrambling to secure stable, diversified supply chains. In this new era of resource weaponization, where raw materials are used …

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World Bank Partners With Private Equity In Global Critical Minerals Race

View: Source Private equity investors are boosting their participation in the global race for critical minerals. As these commodities take the central stage in international trade negotiations, fresh ten-figure deals are taking place. Appian Capital Advisory announced a $1 billion critical minerals deal with the World Bank’s International Finance Corporation (IFC). IFC, the World Bank’s private-sector arm, will anchor the fund with an initial $100 million investment, …

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Brazilian rare earth investments to rise 49% by 2029

View: Source The Brazilian mineral sector plans to invest $68.4 billion in projects from 2025 to 2029. While the largest absolute investment is expected in iron ore ($19.597 billion), the highest percentage growth is projected for rare earths, with a 49 percent increase compared to 2024–2028, according to information released Tuesday (Oct. 21) by the Brazilian Mining Institute (IBRAM). “What drives …

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US Pushes Argentina To Curb China Ties Amid Bailout, Eyes Critical Minerals

View: Source In a bid to reduce China’s influence in Argentina, the Trump administration is reportedly pushing officials in Buenos Aires to restrict Beijing’s access to the country’s resources. US Looks To Limit China’s Critical Minerals Access Treasury Secretary Scott Bessent has been in talks with Argentina’s economic minister, Luis Caputo, about limiting China’s access to Argentina’s resources, including critical minerals, according to a report by The Wall …

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US and Australia sign $8.5 billion critical‑minerals deal to counter China’s dominance

View: Source In this post: Trump and Albanese signed an $8.5 billion critical‑minerals deal at the White House to reduce dependence on China. Australia’s mining stocks surged after the announcement, with companies like Lynas, Iluka, and Pilbara Minerals gaining sharply. Alcoa’s gallium project in Western Australia will receive U.S. equity funding, making it one of two top‑priority projects. President Donald Trump and …

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Gold holds near a record high, even as US-China trade tensions appear to ease

View: Source In a powerful and paradoxical display of stubborn strength, gold is holding firm near its all-time record high, a resilient and defiant stance in the face of a wave of good news that should, in theory, be sending it tumbling. The precious metal is brushing off signs of an easing in global trade tensions and the growing hope of …

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Silver Heading Toward Triple-Digit Territory

View: Source Silver, in my view, is on track to trade around $400 per ounce by 2032. I know that might sound ambitious at first, but when you dig into the data, the story becomes hard to ignore. Over the past few decades, silver has been quietly building one of the most powerful setups in the entire commodity space. The evidence …

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Gold & Silver ETFs and Central Banks Drive Stability

View: Source Key Points: Gold consolidates near $4,230 as Fed rate cut expectations and fiscal risks sustain global safe-haven demand. Central banks purchased over 180 tonnes of gold in Q3, reinforcing long-term institutional demand and price stability. Silver steadies near $51.60 as industrial demand from solar and electronics supports strategic long-term growth. Market Overview Gold prices opened the week on a …

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