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The Dollar Is Shrinking And Gold Could Explode Higher
In the latest episode of the Money Metals Midweek Memo, host Mike Maharrey challenged the optimistic mainstream narrative surrounding the U.S. econom...
The Strategic Link Between USMCA and Critical Minerals
The concept of North American security has undergone a quiet but profound transformation over the past decade. What was primarily understood, particul...
Copper prices surge to record $6.5 per pound amid tight supply and AI-fueled demand
Mine disruptions, sulfuric acid shortages, and insatiable demand from data centers and renewables are pushing the red metal into uncharted territory. ...
The Pentagon Has Less Than 8 Months to Break China’s Rare Earth Grip
China moved this week to take tighter control of its rare earths producers amid an escalating tit-for-tat battle with Washington over everything from ...
Gold prices steadies as inflation revives higher-rate bets
Gold held near record levels as renewed US inflation pressures reinforced expectations the Federal Reserve will keep interest rates elevated for longe...
Aluminium recycling sector flags EU ETS risks, surge in copper prices too
European aluminium producers are facing mounting pressure as the European Union pushes forward with reforms to its Emissions Trading System (EU ETS), ...
Copper Nears Record High as Traders Tune Out Trump’s Iran Rejection
Copper is defying the ‘war discount’ usually applied to industrial metals, nearing an all-time high on Monday as a brutal supply crunch pr...
Brazil to discuss critical minerals at BRICS, G7
Brazil’s Finance Ministry will take part in upcoming meetings of the BRICS bank and the G7 finance track. In addition to the economic impacts of ong...
Silver: Eastern demand supports resilient upside – TD Securities
TD Securities strategists note Silver is maintaining its upside, trading resiliently despite higher energy prices. While recent CTA (Commodity Tradi...
Canada plays its hand on critical minerals with global investment push
With $72.4 billion on the table, Canada’s critical-minerals drive must thread the needle between the United States and China. Canada is hoping to be...
The No.1 Rare Earth Stock for 2026?
Roughly 40 years ago, the United States made a decision that seemed perfectly rational at the time: it stopped processing rare earths. The economics d...
Copper price nears record on China demand, supply worries
Copper extended its rise on Tuesday and is now closing in on a fresh all-time high, with a rebound in Chinese demand and concerns over global supplies...
Silver jumps 7% to near $86 amid stalled US-Iran talks, inflation concerns
Precious metal hits highest level in nearly 2 months as investors track Middle East risks, US CPI data. Silver jumped 7% to near $86 an ounce on Monda...
Rare Earth Maps Are Being Redrawn to Include Greenland
Western defense secretaries and technology executives should keep a map pinned above their desks. It would show the global distribution of rare earth ...
The Philippines bets big on nickel’s battery boom
The Philippine nickel sector is itching for a bigger slice of the global critical minerals pie as the world’s appetite for battery metals goes into ...
Gold Demand Up in Q1; Sets Record in Value Terms
Gold demand was up 2 percent year-on-year in the first quarter, setting a record in value terms. Including over-the-counter (OTC) selling, gold demand...
China’s Massive Silver Buying Spree – What It Could Mean for the Global Market
Why China Is Buying Massive Amounts of Silver Right Now | NTD News Interview China imported more than 800 tons of silver in March, marking one of the ...
Is this a new era for platinum? Its miners think so
Since the decline of gold production in the 1990s, platinum has become South Africa’s most valuable strategic metal, and among its most important ec...
Gold stabilises as safe-haven role reasserts, but upside remains constrained
Gold bounces higher as yields and oil drop, but strong resistance lies ahead. Gold has regained some footing after a difficult few weeks, rebounding t...
World Bank predicts metals price rise in 2026
The Washington-based institution says a spike in precious metals values is leading the way in an anticipated double-digit overall metals and minerals ...
Chile moves to formalize critical minerals strategy
Chilean lawmakers have introduced a bill to establish a legal framework governing critical minerals, aiming to secure supply chains and address a re...
Central Banks Added More Gold in March But Big Sales Sent Net Purchases Negative
Central banks continued to buy gold in March; however, big sales by Turkey and Russia sent net purchases negative by 27 tonnes. Officially, central ba...
DR Congo’s Cobalt Miners Pivot To Copper Amid Price Crash
Democratic Republic of the Congo is pivoting its mining strategy: cutting cobalt output amid oversupply and low prices while shifting focus to copper,...
Argentina mining revival fuels $40B copper push
Argentina’s mining sector is increasingly becoming a focal point of geopolitical competition, as global powers and multinational firms vie for acces...
Canada posts trade surplus in March thanks to higher crude prices, surging gold exports
$1.78B surplus contrasts with $5.11B deficit in February. Canada’s merchandise trade balance swung to a surplus in March as higher crude oil pri...
Rewiring Critical Mineral Supply Chains: The Canada–Japan–France Partnership
For much of the past decade, critical mineral diplomacy was framed through a binary lens: either align with China—the dominant player in extraction,...
Lithium deficit strains investments of US$15.9bn in Latin America
A group of 27 lithium projects, including greenfield and brownfield developments in Latin America, involving investments of US$15.9 billion, are expec...
Central Banks Reserves Fuel Gold’s Rise and Silver’s Repricing Gains Momentum
Gold and silver both edged lower last week, with gold closing around $4,614 and silver near $75, a modest pullback in what remains a broader uptrend. ...
Rising nickel prices reignite stainless steel cost concerns
A new Indonesian price policy has combined with supply chain issues caused by the Middle East crisis to reignite concerns that rising nickel costs wil...
Japan and Australia agree to deepen cooperation on energy, defence and critical minerals
The prime ministers of Japan and Australia agreed to deepen cooperation in a wide range of areas including energy security, defense and critical miner...
Goldman Holds Firm on $5,400 Gold Target
Wall Street analysts are still holding firm on their bullish year-end targets for gold bullion — even after gold ended April with a more measured ...
Minerals over ideology? US embraces pragmatic diplomacy to break China’s rare earths grip
Washington under Trump is eager to secure alternative supplies, but Beijing’s dominance appears too strong to break soon, observers say The Tru...
World Bank’s 21.6% aluminium price forecast faces upward pressure amid tight market
An increase of 21.6 per cent in the aluminium price this year has been observed by the World Bank, in comparison to the previous year. The observation...
China’s Rare Earth Leverage Explained in 3 Shocking Charts
Failed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped....
World Bank Sees Coal Prices Rising 20%, Nickel 12%
A global commodity shock highlighted by the World Bank is poised to boost Indonesia’s key exports, particularly coal and nickel, as energy disruptio...
From Oil To Critical Minerals: The Next Energy Security Risk
When tensions in the Middle East escalated this spring, the Strait of Hormuz turned into a focal point of global concern. Oil prices surged, markets t...
Gold price could see $8,000 on de-dollarization, Deutsche Bank projects
Gold is poised to benefit significantly from an increasingly fragmented world as nations continue to pivot into the metal and away from the US dollar ...
‘Without commodities there is no renewable energy, no data centres’ – BlackRock’s Evy Hambro
Gold and copper are the two largest exposures in the £1.8bn BlackRock World Mining investment trust, with long-serving fund manager Evy Hambro saying...
Why the Precious Metals Breakout Has Not Re-Rated PGE Developers
Introduction The 2024 to 2025 precious metals cycle produced price moves that stand apart from prior bull markets in their breadth. Platinum surged pa...
Rare Earths vs. Critical Materials: Navigating 2 Distinct Opportunities
Rare earth elements (REEs) and critical materials, despite their sometimes interchangeable use, represent two distinct investment opportunities. Under...
Canada Just Opened North America’s First Electrochemical Lithium Refinery
China has been consolidating its control over global lithium supplies for years now. As the lithium-ion battery sector continues to grow at a massive ...
Platinum vs palladium: Which metal could deliver bigger returns right now?
Platinum vs palladium investment guide 2026: Platinum and palladium don’t attract the same attention as gold and silver, but their importance in the...
When Will Gold Reach $10,000? A Reality Check For Some
Gold opened Friday at $4,661.33 per ounce, marking a 3.5% weekly retracement following a period of intense price discovery and sharp volatility. While...
EU, U.S. sign critical minerals plan to counter China reliance
The European Union and United States signed an agreement Friday to co-ordinate on the supply of critical minerals needed for key industries including ...
Middle East conflict triggers aluminium supply concerns
Aluminium plays a crucial role in the transport, construction and packaging sectors. The global aluminium market is facing an unexpected supply disrup...
Gold, silver and copper market updates we’re bullish
Gold and silver have largely defied traditional safe-haven expectations during the 2026 Iran conflict, experiencing significant volatility and price ...
How firms should react to rivalry between America and China in critical minerals
The intensifying strategic competition between America and China is reshaping global trade, industrial policy and supply chains in ways that businesse...
Lithium market to enter deficit until 2035: Canaccord
The global lithium market is set to enter a near-decade-long deficit as a lack of mine investment weighs on supply of the electric vehicle battery met...
Aluminum Market Jolted By ‘Black Swan’ Shock
The global aluminum market is currently experiencing a significant “black swan” event due to disruptions caused by the ongoing conflict in the Mi...
Norway to develop Europe’s largest rare earth deposit
The Norwegian government has approved a state plan for the development of the Fens deposit, which contains neodymium and praseodymium. The project wil...
Lithium Prices Rebound, “Ice and Fire” in the Supply Chain
Lithium carbonate prices have surged from their 2025 low of around 75,000 yuan per ton to top 180,000 yuan in the first quarter of 2026 — a gain of ...
Critical Minerals: Global Gallium Supply & Demand
Gallium is a soft, silvery metal that producers recover almost entirely as a byproduct of aluminum and zinc processing. It has emerged as one of the...
Korea, China reaffirm need to ensure stable supply chains for critical minerals, rare earths
Korea and China have reaffirmed the need to work together to ensure stable supply chains for critical minerals, rare earths and other materials amid g...
Finland faces trade risk from reliance on China imports
Finland faces rising exposure to global trade disruption due to heavy reliance on imports from China, with lithium-ion batteries identified as a key ...
Capital.com Reports $1.27 Trillion in Q1 Trading Volume as Gold and Oil Drive Activity
Gold accounted for 59% of January’s platform volume as prices hit record highs, while oil trading spiked 649% tied to Middle East tensions. The ...
Copper at the Edge: Why $6.00 Feels Like a Trap
The copper market’s been one of those setups where you can feel the tension building under the surface lately—prices have pulled back from tho...
Inside the Race to Control the World’s Lithium Supply
The world is ramping up its lithium production in a bid to meet the growing global demand for critical minerals, being driven by renewable energy depl...
US Government Equity and Equity-Linked Investments in Critical Minerals
Federal equity and equity-linked instruments have become embedded in the sector’s financing architecture, with direct consequences for M&A struc...
LME at record high on aluminum ‘black hole’ fear
Industrial metals have jumped to a record high on the London Metal Exchange (LME), driven gains in aluminum after the Middle East war disrupted suppl...
Indonesia supply growth underpins nickel price, but Middle East conflict driving volatility – BMI
Research firm BMI – a Fitch Solutions Company – is revising its 2026 nickel price forecast to $16 600/t from $15 800/t previously, following an ...
BoA commodity trading jumps 60% on oil and gold volatility
Bank of America Corp reported a sharp rise in commodities trading revenue in the first quarter, with gains driven by heightened volatility in oil and ...
Analysts have a stark message on 2026 silver price and demand
Silver hit a record high of $121.6 per ounce in January 2026. It has since fallen 35%. The structural story underneath has not changed at all. The Sil...
Venezuelan policy revision opens bauxite and critical minerals mining to foreign capital
In an effort to attract foreign and private investment, Venezuela has approved new mining legislation. The reform has repealed mining laws from 1999 a...
Platinum Prices Surge 30% in First Quarter of 2026 Amid Supply Deficits
Platinum has experienced a significant price increase of 30% during the first quarter of 2026, continuing a trend of market strength that began last y...
Rare Earths Surge: The Minerals Outpacing Lithium
Lithium may dominate the headlines, but it’s no longer the most interesting story in critical minerals. A quieter rally is building—one driv...
Brazil demands rare earths be processed at home as US and China compete
Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine. Brazil will require foreign partners to process rar...
Is Gold More Likely to Hit $4,000 or $6,000 in 2026?
The safe-haven asset has been volatile recently, and how it performs from here on out will likely depend on the economy. The price of gold has been f...
EU launches critical minerals procurement platform to cut China dependence
The European Union on Monday launched the critical minerals section of its energy and materials procurement platform, which aims to give more...
Silver Is Moving Higher – But Is $100 Realistic From Here?
Silver entered 2026 with a degree of volatility that has left even seasoned market spectators breathless. After a staggering 147% climb throughout 202...
Australia and US Boost Support for Critical Minerals With $3.5 Billion
Australia and the U.S. have committed more than A$5 billion ($3.5 billion) to back a range of critical mineral projects, nearly double the amount pled...
China hikes rare earth prices by 45%
One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions...
Aluminium prices hit four-year high on Hormuz disruption risk
Aluminium prices rallied again on Monday, hitting their highest in over four years, as ongoing disruptions to flows along the Strait of Hormuz continu...
What’s Next for Gold & Silver
The 2006 Halfway Point During the last major bull market, gold spiked to $730 in 2006 and then consolidated for 16 months before resuming its uptren...
EU, US near critical minerals pact to counter China’s grip
The European Union and the US are nearing a deal to coordinate critical minerals production and supply chains, aiming to reduce reliance on China. The...
China’s copper import slump marks a shift in market power
A two-week ceasefire in the Iran war has dispersed some of the macroeconomic gloom enveloping the copper market, but there may be an even bigger probl...
Oil Prices Surge Again – What It Means For Gold, Silver, And Crypto
Brent crude recently surged past the $100 threshold before a fleeting de-escalation pulled prices back toward $94. However, the respite proved tempo...
Can Philippines become critical minerals powerhouse with help from US, Japan?
To curb China’s dominance in the sector, Manila has to cut red tape and fight corruption to draw US and Japanese investors. The US and Japan have...
Copper: From laggard to potential outperformer – Commerzbank
Commerzbank’s Thu Lan Nguyen notes Copper has turned into a top performer after being one of the weakest metals, pressured by rising LME stocks and ...
Why Gold Is Surging With Silver and Why Experts Predict $7,000 Price in 2026
Gold surged to $4,850 per ounce today (Wednesday), April 8, 2026, gaining over 3% as the US-Iran two-week ceasefire triggered a sharp reversal in the ...
Rare earths need $60bn financing overhaul as China threat looms: IEA
International Energy Agency warns that China’s continued dominance of rare earth material supply chains is putting up to $6.5tr of global econom...
Critical Minerals Become a Campaign Weapon in Brazil’s 2026 Presidential Race
Brazil critical minerals were a technical policy topic six months ago. Now they are a presidential campaign issue — with each major candidate stakin...
Goldman warns on copper as war threatens global economy
Copper is vulnerable to further declines if the Strait of Hormuz remains blocked, Goldman Sachs Group warned as metals markets brace for President D...
Aluminium and War: Gulf outages tighten global balance – ING
Chinese exporters of aluminium products are now expected to have a much better year as the Iran war tightens global supply and boosts margins, with ...
China’s central bank continues gold purchases for 17th consecutive month
China’s central bank increased its gold reserves for the 17th consecutive month in March. Analysts noted that this steady and sustained buying i...
Kazakhstan Eyes Rare Metals Mining in Afghanistan and Rwanda
Kazakhstan is assessing rare metals mining opportunities in Afghanistan and Rwanda, as laboratory tests and geological studies advance on samples coll...
Angola Has 34 Critical Minerals for Energy Transition
Angola has already identified 34 critical minerals for the energy transition, with emphasis on copper and the national strategy is to evolve from an e...
France pulls last gold held in US for $15B gain
The Bank of France (BdF) says it has pulled the remaining gold stored in New York and replaced it with a similar amount at its vaults in Paris. Due to...
Copper-Aluminum Divergence Unveils The Complex War Impact
Four weeks in, the ongoing conflict in the Middle East has evolved into one of the most severe recent energy shocks, according to the International E...
Australia passes law to trade, stock fuel alongside rare earths
Australia’s parliament has passed legislation empowering the country’s export credit agency to physically buy, stockpile and sell fuels alongside...
Japan, France to cooperate on critical minerals, nuclear power
Japan and France on Wednesday agreed to advance cooperation on critical minerals supply as well as nuclear power, Kyodo News reported. At a meeting in...
Brazilian government considers creating state-owned company linked to rare earths
The Brazilian government has begun internal discussions to evaluate the creation of a state-owned company linked to rare earths, according to officia...
Mineral supply security advocate warns of Europe’s impending critical minerals crisis
London-based mining services provider Norge Mineraler says the closure of the Strait of Hormuz will have a direct impact on Europe’s ability to b...
Indonesia bets on nickel levy to break its China habit
New nickel export tax is Indonesia’s boldest move yet to cut Chinese smelter dependence and climb the global value chain. Indonesia’s sweeping nic...
Wells Fargo sees gold at $6,300 by end-2026 despite recent slump
Gold has failed to behave as a safe-haven asset over the past month, with macroeconomic headwinds weighing on sentiment. However, Wells Fargo believes...
Canada loaning millions to proposed Nunavik rare earth mining project linked to Trump White House
Amid Prime Minister Mark Carney’s calls that the Canada-U.S. relationship is ruptured, Ottawa has committed $175 million to a mining project in nort...
US and allies push rare earths, lithium supply chains but structural hurdles remain
Efforts by the United States and allied nations to rebuild critical mineral supply chains are progressing, but structural and market challenges are ke...
Gold strong, but juniors must deliver, Haywood says
Gold’s record run may have lifted junior miners, but Haywood Securities says the next stage will be far less forgiving, with capital flowing only to...
Is This The No.1 Way To Play the Rare Earth Crisis?
In Euclid, Ohio, just outside Cleveland, sits a facility that most people would drive right past without a second look. But inside that facility, work...
Copper has held up to Middle East pressure but UBS says recession risk looms
Copper prices have proved surprisingly resilient in the face of the Middle East conflict, but UBS warns the metal has only just begun to price in the ...
Gold Got Sold to Fund the Storm and Now Short Covering and Accumulation Collide
Now Short Covering and Accumulation Collide Gold did not break because the thesis broke. It broke because the system needed cash, and gold was the c...
Germany and South Korea Face Rare Earths Supply Shortage
Germany and the EU as a whole, as well as South Korea, are staring at a deficit of rare earth elements, while the U.S. and Japan are busy making suppl...
Lula warns he will not allow others to seize Brazil’s critical minerals
Brazilian President Luiz Inácio Lula da Silva said on Tuesday he will not allow other countries to take the nation’s rare earths and critical m...
The Rallies in Gold and Silver Are Not Complete – Here’s WHY
Trump’s “Productive Talks” and the Five-Day Illusion Monday’s market reaction was dramatic. After threatening over the weekend...
Ukraine holds Europe’s largest reserves of three EU-critical minerals
Ukraine holds deposits of 25 of the EU’s 34 critical raw materials, with the largest reserves of graphite, titanium and manganese in Europe, accord...
China’s $120 Billion Rare Earth Metals Bet Raises Supply Risks, Study
China’s push into the overseas market is rapidly reshaping the global supply chain for critical minerals. The country’s grip on raw materials and ...
Gold Is Getting Liquidated in a Market That Is Misreading the Endgame
Takeaways by Axi Select Gold weakness reflects liquidation, rising real yields, and delayed physical demand, not a breakdown in the long term macro c...
Silver Just Got Cheaper. The Case Just Got Stronger.
The dot plot delivered the bearish scenario on March 18. Silver fell. And the structural forces underneath the market didn’t move by a single ou...
UK highlights importance of cooperation with Mongolia on critical minerals
Head of Critical Minerals and Mining (International) at the UK Department for Business and Trade (DBT) Oliver Richards presented a report on the futu...
$3 Trillion Sell-Off In Gold And Silver Signals A Retracement Ahead Of Next Bull Run
On March 19, 2026, Gold and silver erased over $3 trillion in market value. Whenever this happens, the first instinct is to panic. While that is valid...
How Kazakhstan Is Seeking to Attract Global Capital to Critical Mineral Extraction
In March 2026, Kazakhstan moved into the spotlight of the global mining industry. Against the backdrop of an accelerating energy transition and a grow...
‘Critical minerals corridor’ seen linking mines, markets
Canadian property developer BMI Group says the clutch of industrial buildings it’s amassed in Ontario and Quebec could help strengthen Canada’s ro...
WGC unpacks gold, silver market differences as investors seek crisis diversification
During times of global uncertainty and geopolitical uncertainty, commodities such as gold and silver tend to benefit from increased demand; however, ...
US and Chile sign joint declaration on critical minerals and rare earth elements: Top points
On March 12, 2026, following the inauguration of President José Antonio Kast in Chile, the United States and Chile signed a joint declaration titled ...
Dollar Falls and Gold Plunges on Hawkish Global Central Banks
The dollar index (DXY00) today is down by -0.45%. The dollar is under pressure today after the British pound, the euro, and Japanese yen rallied whe...
Can Central Asia Cash in on the Critical Minerals Rush?
As the geopolitical race to secure alternative sources for critical minerals heats up, interest in Central Asia’s mining sector has kicked into a ne...
BlackRock World Mining beats benchmarks as gold, copper plays pay off
BlackRock World Mining Trust smashed its comparative benchmark with returns over 2025 after a “very strong year”, and noted a “supp...
How Europe Is Racing to Secure Lithium Supply with New Mining Efforts
Lithium is emerging as a strategic resource, pushing Europe to develop domestic mining and reduce dependence on Chinese-controlled critical mineral su...
All Signs Point to Gold Price Strength
Inflation, higher interest rates and a strong dollar are bad for gold prices. On the other hand, war, geopolitical stress, bad job reports and stagfla...
IEA: Largest Oil Disruption in History. What It Means for Silver
Oil above $100. The economy just lost 92,000 jobs. India opens institutional silver buying in 19 days. And the mining industry can’t respond. On...
Open-pit gold miners most exposed to inflation: Jefferies
Gold miners with large open-pit operations could face the biggest margin pressure from the conflict in the Middle East as higher oil prices threaten...
‘Not for Sale’: Rare Earths Pitch Ignites Debate Over US-Myanmar Engagement
As American diplomacy dramatically shifts under President Trump, experts warn of “major policy ramifications” in Myanmar. On July 17 last year, an...
US pours $1B into Latin America critical minerals
The United States has poured more than $1 billion into critical minerals investments across Latin America since January 2025, signalling a more assert...
Canada’s $3.6 Billion Critical Minerals Investment Package: What You Need to Know
On March 3, 2026, at the Prospectors & Developers Association of Canada (“PDAC”) Convention in Toronto, Canada’s Minister of Energy and Natu...
US Reportedly Has Just Two Months Of Rare Earths Left
The U.S. military’s reliance on Chinese rare-earth minerals is emerging as a strategic vulnerability as Washington’s conflict with Iran unfolds a...
Gold Continues to See Buyers in Risk Aversion
Gold continues to find buyers on dips during the session on Thursday, as traders continue to worry about the war, and the next steps going forward. Go...
Silver Finds Dip Buyers
Silver Technical Analysis Silver daily candlestick chart. Source: TradingView The silver market initially fell during the trading session here on T...
Rare Earth Metals Have Dominated on Wall Street. This New Form of Aluminum Could Make Them Obsolete.
The markets have been kind of obsessed with rare earth metals for the past couple of years now. Between all the stockpiling, price surges, and geopo...
Venezuela Opens Its Gold and Rare Earths to U.S. Mining
A Country’s Subsoil, Opened for Business Venezuela is rewriting its mining laws at a pace that tracks not with ordinary legislative process but with...
Indonesia’s Nickel Diplomacy: Navigating US–China Competition in Critical Minerals
Indonesia has quietly become one of the most consequential players in the global race for critical minerals. As the world’s largest nickel producer,...
US to counter China’s critical minerals dominance with ‘game-changing’ innovations
Potential US innovation in recycling electronic waste, combined with refining and processing, will allow the US to leapfrog China in critical minerals...
World’s rare earth giants: Top 10 countries with the biggest reserves
More countries are emerging as potential rare earth oxides (REO) suppliers, with upward revisions of estimates of available deposits in key countries ...
Silver Is Down 27% From Its High, and Here’s Why It Can Still Go Lower
At the start of the year, there was plenty of excitement around silver. The precious metal was soaring and reaching record highs along the way. Howeve...
Baker Steel’s Burridge: There’s more to gold than simply being a safe haven
In this week’s Monday Manager, Portfolio Adviser speaks to Mark Burridge, managing partner and fund manager of the £110.97m SVS Baker Steel ...
Antimony Emerges as Strategic Growth Play in $4B+ Critical Minerals Market
Antimony is starting to get a lot more attention in the critical minerals industry, especially as governments focus on securing materials needed for d...
France eyes Greenland’s trillion-euro minerals
France has signed a cooperation agreement with Greenland aimed at mapping the island’s vast mineral resources, including lithium, uranium and rare e...
Kazakhstan May Sell Gold to Fund $350M Crypto Purchase
A month after the initial reports emerged that Kazakhstan’s central bank plans to invest in cryptocurrencies, governor Timur Suleimanov provided fur...
The hidden potential of Trump’s critical minerals stockpile
The administration’s rush to secure the components for the military could benefit renewable energy — someday. Last year, the Trump administration ...
CBN Boosts Foreign Reserves With $3.5bn Locally-sourced London Bullion Market-standard Gold
The Central Bank of Nigeria (CBN) has taken delivery of responsibly sourced gold refined to London Bullion Market Association (LBMA) Good Delivery sta...
Morgan Stanley drops blunt reality check on gold price surge
Whenever there’s a spike in geopolitical tensions, gold usually wastes no time in pushing forward with aplomb. However, since the Iran war has s...
No Missiles, No Drones: What Happens When Rare Earths Stop Flowing?
In October 2025, something wild happened on the global stage that clearly demonstrated one of the Western world’s most glaring weaknesses…but most...
US invites proposals to boost supply of tungsten and 12 other critical minerals
The US military is seeking proposals to expand domestic production of 13 critical minerals used in defense and high‑tech applications. The initiativ...
What investors need to know about gold, metals and miners
Gold has captured investors’ attention, with the price rocketing 82 per cent over the past year. Although that pales in comparison to the 179 per ce...
Gold bulls say broader rally is intact despite investors’ dash for cash
Gold‘s appeal as it draws support from the widening conflict in the Middle East is expected to remain intact even if some investors have favoure...
China’s rare earth ban spurs Japan-India partnership on critical minerals
Seeking to lessen its dependence on China for rare earth elements—which are essential for magnet production—Japan is currently negotiating with In...
US, Japan unveil $36 billion of oil, gas and critical minerals projects in challenge to China
Japan has drawn up plans for investments in US oil, gas and critical mineral projects worth about $36bn under the first wave of a deal with US Preside...
Canada Plans $2.6B to Spur Critical Minerals Projects
Canada is moving closer to deploying around C$3.5 billion ($2.6 billion) in investments and programs to accelerate development of critical minerals de...
Gold holds near $5,200 as Fed bets fade, WGC sees upside
Gold steadied around $5,177 on Friday, consolidating within this week’s range as traders weighed fading hopes for near-term Federal Reserve rate cut...
Canada’s critical minerals push faces capital gap: RBC
Canada has channelled just 11% of its mining capital into critical minerals over the past 25 years, leaving the country behind global peers as demand ...
Critical minerals in focus as major Toronto mining conference underway
The securing and production of critical minerals is in focus this week as one of the world’s biggest mining conferences takes place in Toronto. The ...
India, Canada launch defense dialogue, sign pacts in critical minerals, uranium supply
Pacts signed as Indian Premier Narendra Modi hosted Canadian Premier Mark Carney for bilateral talks in New Delhi. NEW DELHI India and Canada on Monda...
Magnet Wars: How the U.S. Plans to Break China’s Grip on Rare Earths
The struggle for geopolitical supremacy is rapidly becoming a struggle over one critical resource – rare earth magnets. They will determine whet...
Why has Zimbabwe banned lithium export?
The largest lithium producer in Africa, Zimbabwe has suspended all raw mineral and lithium concentrate exports after the government alleged malpractic...
Critical minerals need reliable financing frameworks
In critical minerals policy, one of the costliest things we can say is ‘we signed a memorandum of understanding’. Public announcements can signal ...
Trump’s Secret Weapon in the Rare Earth War
Long before trade wars and tariffs, China secured manufacturing dominance by controlling rare earths – a reality so consequential that the Unite...
UK strikes critical minerals deal with Kazakhstan
U.K. Foreign Secretary Yvette Cooper will announce a critical minerals deal with Kazakhstan on Thursday as the West scrambles to diversify its supply ...
Japan to Support Rare Earth Development in Malaysia
The Japan International Cooperation Agency has announced that it will provide Malaysia with technical assistance for the development of critical miner...
Goldman Sachs revamps gold price target for the rest of 2026
Gold has been on one of the most powerful runs in its modern history. Spot prices touched an all-time high near $5,589 in late January 2026 before pul...
Silver rises sharply on safe-haven demand amid trade, geopolitical risks
Silver (XAG/USD) accelerates on Wednesday and trades around $90.70 at the time of writing, up 3.90% on the day. The white metal benefits from an envi...
Gold and The Quiet Birth of a New Monetary Order
A new reserve asset is rising. It is not a cryptocurrency. It is not a new fiat experiment. It is something far older, heavier, and far harder to cont...
South Korea and Brazil Elevate Ties with Strategic Minerals and Trade Pact
South Korea and Brazil have agreed to significantly deepen cooperation across key minerals, trade, technology and security, as President Lee Jae Myung...
What lessons can be learned from Japan’s critical minerals strategy?
The Center for Asia Policy Studies at Brookings hosted a workshop on Japan’s critical minerals strategy with experts from the United States and Japa...
Quick payback seen for Yukon’s Coffee gold project
Newmont (NYSE: NEM)-backed developer Fuerte Metals (TSXV: FMT; US-OTC: FUEMF) says it would need barely a year at current gold prices to recoup the ...
9 Smart Reasons To Invest In Gold In 2026
Central banks are buying heavily, investors are holding more, and supply growth stays limited. Gold’s role in portfolios looks stronger and more str...
Gold and silver miners jump on new Trump tariff uncertainty
Gold and silver miners were up near the top of the London leaderboard at the start of the week, as precious metals prices picked up on the back of the...
Brazil and India sign critical minerals pact
Brazil and India signed a series of agreements during President Luiz Inácio Lula da Silva’s three-day state visit to New Delhi covering critica...
Top 10 Central Bank Gold Reserves
Global central banks own about 17 percent of all the gold ever mined, with reserves topping 36,520.7 metric tons (MT) at the end of November 2025. T...
Canada’s defence strategy opens door for critical minerals, resource growth
Canada’s newly unveiled defence industrial strategy could unlock opportunities for the country’s mining and critical minerals sectors, as poli...
Breaking China’s Hold on Critical Minerals Requires More than Tariffs
Project Vault tackles investment risk directly, while FORGE will falter unless it becomes an enforceable trade regime. The Trump administration has ...
Copper, lithium unlikely to match gold’s gains as output rises: Goldman
Producers across the world are likely to ramp up output of commodities such as copper and lithium, limiting the kind of runaway price gains seen in go...
Brazil Sits on $2.6B in Rare Earth Projects. One Mine Works
Brazil sits on the world’s second-largest rare earth reserves — 21 million metric tons, behind only China’s 44 million. These 17 metallic elemen...
Indonesia tightens control on nickel as the US and China scramble for critical minerals
Indonesia is tightening state control over the world´s largest nickel supply after years of betting the metal would anchor a homegrown electric-vehic...
Romania aims to become global player in rare metals sector – energy minister
Romania’s energy minister Bogdan Ivan said the country could become a global player in the rare metals industry and plans to build its own refin...
Critical minerals: can Mexico compete without new concessions?
Mexico outlined an international strategy on critical minerals amid a geopolitical landscape marked by supply concentration in China and the industri...
New Zealand catches flak for ‘secret’ US critical minerals talks
Opposition parties accuse the ruling coalition of keeping voters in the dark, fearing a fast track to environmental damage. New Zealand’s government...
Kazakhstan, U.S. sign major $1.1bn deal on critical minerals
Tau-Ken Samruk, a portfolio company of the Samruk-Kazyna Fund, and Cove Kaz Capital Group LLC (Cove Capital) have signed a package of transaction docu...
Brazil Has the World’s Second-Largest Rare Earth Reserves but No Strategy for What to Do With Them
President Luiz Inácio Lula da Silva arrives in New Delhi on February 18 for a state visit that will include bilateral talks with Prime Minister Naren...
Copper price eases as global smelting activity hits decade low
After rallying through 2025 (not without some deep troughs) and into this year driven by supply disruptions in Indonesia and South America alongside t...
What’s Really Driving Gold’s Rise… and How to Play It
Gold prices have enjoyed an impressive run of late. Over the past 12 months, gold prices have skyrocketed 74% compared with the benchmark S&P 500 ...
Global mining at inflection point as demand for critical minerals surges
Global mining is at an inflection point: demand for critical minerals, underpinned by the low-carbon transition, defence spend, transport electrificat...
Nickel price rally meets scepticism over Indonesia output cut
Nickel prices surged late last year after Indonesia announced plans to slash ore production by a third in 2026 – but analysts at Panmure Liberum are...
Governments are hoarding commodities beyond gold — and it’s fueling price swings, Goldman Sachs says
Gold’s rally highlights a broader shift toward “insurance”-type commodity demand, Goldman says. Private investors are joining govern...
Why the US has amassed a giant stockpile of copper
The US has quietly built up its biggest stockpile of copper in decades, distorting flows of the red metal to the rest of the world. The influx of copp...
Trump’s Lust for Greenland’s Rare Earth Minerals Faces Harsh Arctic Realities
Experts cite the difficulties of mining in an inhospitable, fast-changing polar environment. President Donald Trump has been voicing interest in expl...
What Silver and Gold’s Recent Crash Tells Us About the Market
Silver and gold prices crashed abruptly on Jan. 30. Silver and gold are what you might normally load up on if you’re worried about where the eco...
India holds talks with Brazil, Canada, France and Netherlands on critical minerals
India is in talks with Brazil, Canada, France and the Netherlands over potential agreements on critical minerals, as New Delhi steps up efforts to sec...
Rare earth potential discovered in eight Indonesian blocks
As the largest economy in South East Asia, Indonesia holds vast reserves of critical minerals including REEs. Indonesia has identified eight mining bl...
Brazil will avoid exclusive agreements on critical minerals
Brazil intends to avoid exclusivity agreements with other countries regarding its critical minerals, remaining open to seeking partnerships with vari...
How Much Higher Will Gold Go?
The price of gold soared by more than 60% in 2025 — more than triple the gains seen in the S&P 500. During the final stretch of 2025, invest...
Is Platinum Still a Buy After the Correction?
Platinum futures rose nearly $900 per ounce from the 2025 closing price level, and were nearly $550 higher than the price on January 12 on January 26....
Gold Likely to Continue to See Buyers Despite Volatility
The gold market initially plunged during trading on Friday but now looks as if it is going to see buyers on each dip, as has been the case for some ti...
Silver Continues to See Wild Swings
The silver market plunged well below $70 on Friday, but turned around rather abruptly, as we continue to see a lot of noise in this market. Silver Fut...
UAE and United States Sign Framework to Strengthen Secure Supply of Critical Minerals and Rare Earths
Framework aims to accelerate secure supply of critical minerals and rare earths essential to defence, advanced technologies, and industrial resilience...
US pushes critical minerals trade bloc to counter China
US Vice President JD Vance has unveiled plans to marshal allies into a preferential trade bloc for critical minerals as Washington escalates e...
US, UK ink partnership deal on critical minerals
The US and the UK signed an agreement to secure the supply chain of critical minerals and promote investments, according to a statement by the UK Busi...
Italy, France and Germany push EU towards critical minerals stockpiling
Europe’s three largest economies are moving to place critical raw materials into the realm of strategic reserves, signalling that access to key indu...
Central bank buying strengthens gold; silver to be volatile, says ING Group
Gold and silver are bouncing back after experiencing one of the sharpest corrections in precious metals in more than a decade. While short-term vola...
Senators push $70bn funding deal to support Trump’s critical minerals push, FT reports
Senators will introduce legislation on Wednesday to reauthorize funding for the United States Export-Import Bank for the next decade, as lawmakers try...
EU to propose plans for critical minerals partnership with US
The EU is prepared to sign a memorandum of understanding with the US to develop a “Strategic Partnership Roadmap” within three months. The Europea...
India Pours Over $10 Billion Into Rare Earths to Cut China Dependence
India is moving to break China’s grip on rare earths, launching dedicated mining-to-manufacturing corridors across four coastal states. The 2026–2...
Critical Minerals For What And At What Cost?
Climate Justice Taranaki raises serious concerns over the government’s zealous push for critical minerals mining. This week, Prime Minister Chris Lu...
Copper Rebounds as China Industry Group Calls for Stockpiling
Copper rebounded as a metals selloff led by silver and gold eased and a state-backed industry group called for China to boost its strategic reserves o...
The Global Economic War for Rare Earths
The rare earth industry has stopped being a supply chain and started behaving like a lever of power. In a recent Critical Minerals Insti...
Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump
The Trump administration is preparing to launch a major initiative aimed at protecting US manufacturers from disruptions in the supply of critical min...
Gold and silver prices open lower but begin to regain ground after huge sell-off
Commodities markets opened the week lower, after a gold and silver sell-off triggered by Donald Trump announcing his pick to chair the Federal Reserve...
Gold’s shine spills over to silver as prices surge to never-before-seen levels
While gold has received much of the credit in helping drive the TSX to new heights over the past year, another metal appears to be shining just as bri...
Bullish BlackRock tops up stakes in PGM miners
Sibanye-Stillwater attracts the latest bout of buying by the world’s biggest asset manager. BlackRock, the world’s largest asset manager, has stea...
Citi warns of copper market disconnect, sees hedging opps for energy producers
Citi warned of growing risks in commodities markets, as copper prices surged this week despite what analysts see as weak fundamentals, while oil and g...
Copper surges to record high in ‘unsustainable’ rally, joining silver and gold in 2026 metals frenzy
It’s not just silver (SI=F) and gold (GC=F) surging to record highs — copper is also ripping to a record as the metals complex continues to ...
This Looks Like 1980: Gold and Silver Enter Blow-Off Madness
Key Points: Gold and silver are experiencing a vertical surge with RSI levels above 95, signaling a potential blow-off phase not seen since the 1980 o...
Canadian western provinces and territories sign pact to develop critical minerals strategy
Deal envisions western Canada as ‘global hub for critical minerals innovation and sustainable development’. Western Canada’s provinces a...
Trump Says The Dollar Is ‘Great’ – Gold And Silver Are Proving It Isn’t
The U.S. dollar weakened to more than four-year lows on Tuesday after President Donald Trump said he is “not concerned” about the greenb...
How long would critical minerals last in a supply shock?
Critical mineral stockpiles would keep most economies running for only weeks if global supply were suddenly cut. That vulnerability matters because cr...
Palladium Breakout Imminent? 5 Chart Patterns Aligning Now
As Palladium’s price plunges by 6.77%, the market is abuzz with speculation. Is this precious metal teetering on the edge of a breakout or a bre...
Gold Vs. Silver: Which Precious Metal Reigns Supreme?
It is a strange time in the world of precious metals. While gold (GLD) is on the move higher again after digesting its massive 2025 gains via a modest...
Critical minerals geopolitics in 2026: risks, supply chains and global power shifts
In 2026, competition over critical minerals continues reshaping geopolitical risk, industrial policy and national security. From US project finance an...
Hard Facts About Greenland’s Resources Of Oil And Rare Earths
Oil And Gas: Q1. Is there oil and gas in Greenland? Yes. The best potential for oil and gas is offshore of eastern Greenland. However, in the Southwe...
Gold Is Not Reacting to the Noise: It Is Repricing the System
The tell in this entire gold moonshot from 2025 into 2026 has never been the rallies. It has been the pullbacks and, more importantly, what happens ...
China Opens Lithium Market to Overseas Investors
China will open up futures markets for 14 commodities, including lithium carbonate and nickel, to foreign investors, Bloomberg reported today, citin...
Africa’s Critical Minerals Are a Huge Economic Opportunity – G20 Framework Sets Out Ways to Seize It
As the world shifts to clean energy, minerals such as lithium, cobalt and manganese have become as important as oil once was. Africa holds large reser...
Gold hits records as global risks rise
Gold prices pushed to another record this week before paring some gains, supported by heightened geopolitical tensions and continued demand for safe-h...
Silver’s $100 Moment Ignites Fresh Momentum In ETF Plays
Silver ETFs are gaining fresh attention in early 2026. Not only because silver price flew to $100 for the first time in history on Friday morning, ...
Copper tops $13,000 as Trump’s jabs at Fed, allies boost metals
Copper rallied above $13,000 a ton, part of a broad-based surge in metal markets that’s being aided by a weaker dollar as investors rotate away from...
Oil vs. rare earths: Which will shape the global economy’s future?
Oil shaped the last century, but rare earths may shape the next. As economies electrify and AI expands, control over critical materials is becoming a ...
Trump reveals NATO-linked framework on Greenland minerals
President Donald Trump said on Wednesday that he has reached a framework for a deal with NATO regarding the future of Greenland, which would include a...
Ontario can speed up critical minerals industry and maintain environmental standards, report says
The Ontario Chamber of Commerce hosted a panel discussion at Science North in Sudbury on Wednesday to discuss the future of mining. The conversation c...
Europe Sets Its Sights on Brazil’s Rare Earth Riches
The European Union is actively seeking rare-earth suppliers outside of China, focusing on Brazil, which holds the world’s second-largest resourc...
Copper prices rise amid mergers and strong demand forecasts
Copper prices recovered on Tuesday after trending down last week, with analysts forecasting a strong upswing in demand which is expected to provide su...
Central Asia’s tungsten test: Can Kazakhstan, Uzbekistan redraw US-China critical minerals map?
Explore Kazakhstan’s critical minerals role in the global tungsten market amid changing supply chains and rising prices. Key takeaways: Kazakhst...
DRC offers manganese, copper‑cobalt, and lithium assets to US investors under minerals pact
The Democratic Republic of Congo has sent Washington a shortlist of state-owned assets – including manganese, copper-cobalt, gold and lithium pr...
Gold, silver surge amid Trump Greenland crisis: ‘The debasement trade is on fire’
Gold (GC=F) and silver (SI=F) jumped to fresh records on Tuesday as President Trump doubled down on his pursuit of Greenland, threatening new tarif...
EU locks in access to South American lithium and critical minerals
The European Union has secured preferential access to vast reserves of critical minerals and agricultural commodities through its newly signed trade a...
Gold, silver prices jump to new records on Greenland dispute
View: Source Gold and silver prices jumped to all-time highs on Monday as concerns over a US-Europe trade war sparked by America’s efforts to take ...
Critical minerals ETFs hit new all-time high market cap above $750 billion
View: Source In this post: Total assets in metal and minerals ETFs passed $750 billion by the end of 2025. Gold and silver ETFs pulled in over $575 b...
US in talks with Brazil on rare earth partnership
View: Source The US is exploring the possibility of forming a rare earths partnership with Brazil, as Washington steps up efforts to reduce the natio...
Gold & Silver Rally May Reignite Interest In Mining Stocks
View: Source For years, some investors have seemed to fixate on mega-cap tech stocks, viewing many of these companies as among the most compelling wa...
UK Investors Are Searching to buy Gold as Prices continue to Climb
View: Source Gold hits $4,600 and in the UK searches for buying gold surge, pushing $5,000 target talk. It feels like every time we check the markets...
Japan, Italy agree to cooperate in strengthening economic security and critical minerals
View: Source Japanese Prime Minister Sanae Takaichi and her Italian counterpart Giorgia Meloni agreed Friday to cooperate in strengthening economic s...
Bipartisan Bill Proposes $2.5 Billion U.S. Critical Minerals Reserve
View: Source A bipartisan bill proposes establishing a $2.5 billion Strategic Resilience Reserve to encourage domestic sourcing of critical minerals ...
Trump puts silver, other critical minerals tariffs on hold
View: Source Silver prices briefly tumbled from record highs after US President Donald Trump said he is holding off on new tariffs targeting imports ...
Aluminum hits its highest price in nearly 4 years
View: Source Ton price reaches $3,225 amid rate cut bets, inflation worries, recovery hopes and supply concerns. Aluminum climbed to its highest leve...
Silver prices surge, but why is Canada keeping it off its critical minerals list?
View: Source Silver hit an all-time high on Wednesday, trading at US$92 an ounce, with industry leaders calling it the ‘next generational metal.’...
Europe neglected Greenland’s mineral wealth. It may regret it.
View: Source As Trump threatens to take Greenland by force, Europe’s failure to mine the icebound Danish territory looks increasingly like a mistak...
Bahia state emerges as a potential new rare earth frontier in Brazil
View: Source The Geological Survey of Brazil (SGB) sees one more state in the country with potential to develop projects related to the rare earths...
Africa’s critical minerals – cobalt, lithium, copper and PGMs – are central to the global energy transition, powering clean technologies and EVs
View: Source As the world accelerates its shift from fossil fuels to clean energy technologies, Africa is emerging as a central player in supplying t...
Why the aluminum market is tightening and why prices may stay supported into 2026
View: Source In recent years, people often explained aluminium prices using familiar demand stories like construction cycles, auto production, sentim...
Why Europe’s Reliance on China Is a Policy Choice, Not a Resource Problem
View: Source Europe’s dependence on China for critical materials is strategic, not geological. The real chokepoint lies in processing and refining,...
Gold, silver surge as ‘assault on Fed’ sparks rush to precious metals
Gold, silver jumped to new highs after Fed Chair Jerome Powell warned that “threats and ongoing pressure” from the Trump administration are jeopar...
Australia critical minerals reserve to prioritize antimony, gallium, rare earths
A sample of antimony is displayed at the Natural History Museum in London, Britain, June 6, 2025. REUTERS/Isabel Infantes/File Photo View: Source Aus...
Rhodium, World’s Most Expensive Metal, Found in Colombia
Rhodium, the world’s most expensive metal, is found in Colombia, although in small quantities, mainly in the department of Choco. Credit: Rhagchem...
Copper prices spark renewed £190bn Rio Tinto-Glencore merger talks
View: Source Mining giants Rio Tinto and Glencore have resumed negotiations regarding a potential £190 billion deal that would establish the world...
Gold Tops Treasuries as World’s Biggest Foreign Reserve Asset
View: Source Gold now ranks as the world’s top reserve asset. According to World Gold Council data, global gold reserves are approaching $4 trillio...
Why Silver ETFs Can Be Better Investments than Silver Bars
View: Source Physical silver carries wide spreads, storage costs, and liquidity challenges. Silver ETFs offer cleaner exposure with tighter bid-ask s...
Gold ETF inflows hit record as investors poured $89bn into the market in 2025
View: Source Global investors channelled a record $89-billion into physically-backed gold exchange-traded funds (ETFs) in 2025 as the gold price set ...
Silver’s Extreme Price Swings Are Here To Stay, Goldman Warns
View: Source After delivering its strongest annual performance in more than four decades, silver’s sharp price moves look set to continue. Acc...
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 i...
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-enri...
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. ̵...
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 t...
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 ...
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-...
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 ...
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 ho...
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...
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 con...
Gold Sets the Tone for 2026 as Inflation Trades Linger Beneath Volatility
View: Source 2025 Was a Bad One in Many Ways Except Investment (IMO and Speaking Personally) A silver (and gold) lining was, of course, the preciou...
The Association of Mining and Exploration Companies releases rare earths support blueprint
AMEC chief executive officer Warren Pearce, pictured in West Perth. Credit: Danella Bevis/The West Australian View: Source Government backing for c...
Aluminum Hits $3,000 for First Time Since 2022 on Supply Concern
View: Source Aluminum climbed above $3,000 a ton for the first time in more than three years on a tightening supply outlook and long-term demand bets...
The West’s New Critical Minerals Playbook
BJP7images/Shutterstock View: Source China has long dominated the critical minerals supply chain, with an already large share in mining of many min...
Nickel hits nine-month high as Indonesia cuts back to boost prices
Nickel is still among this year’s weaker performers on the London Metal Exchange. Credit: TheWest View: Source Nickel has hit the highest since M...
Copper Set for Biggest Annual Gain Since 2009 on Supply Bets
Photographer: Lauren Petracca/Bloomberg View: Source Copper headed for its biggest annual gain since 2009, fueled by near-term supply tightness and b...
Copper Racks Up Longest Rally Since 2017 With Bulls at the Helm
View: Source Copper headed for the longest winning run since 2017 in a December rally powered by the prospect of more stress in the supply chain. The...
Where are The World’s Rare Earth Minerals Located?
View: Source Rare earth elements (REEs) are the backbone of modern technology, from EV motors and wind turbines to smartphones and precision-guided s...
Why is platinum suddenly so expensive, and what does it mean for buyers?
View: Source Supply shortages, trade fears and China demand push platinum to record highs. Platinum surged to a fresh all-time high above $2,300 an o...
Gold tops $4,500 as metals stand out as trade of the year: ‘Investors are just getting smarter’
View: Source Gold (GC=F) and silver (SI=F) are among this year’s biggest winners, with momentum driving prices to record highs and setting up the...
Critical minerals dependence could spark tensions from 2026 onward, IEA chief warns
View: Source ‘Global effort to work with countries other than China and diversify supply sources presents an opportunity for Türkiye,’ F...
Platinum surges to record highs, eclipsing gold and silver in 2025
View: Source While gold and silver have commanded investor attention throughout much of the calendar year, another precious metal has emerged from th...
Gold Rises To Fresh Record High On Safe-haven Buying
View: Source Gold prices surged to fresh record highs Tuesday morning on safe-haven buying amid escalating US-Venezuela tensions, and somewhat fading...
Copper price surge past $12,000 as tariffs and mine disruptions fuel rally
View: Source Copper jumps past $12,000 as US tariff fears and supply disruptions fuel the strongest rally since 2009. Mine outages and a rush of ship...
China’s rare earth magnet exports to the EU rose by almost 60%
View: Source China’s exports of permanent magnets to the EU rose by 59.5% year-on-year in November, reaching 2,568.8 tonnes, after Beijing bega...
What to Expect After Gold’s Surge Above $4,400
View: Source Goldman Sachs holds a bullish outlook, forecasting gold will reach approximately $4,900 per ounce by December 2026. Gold shattered reco...
Copper’s tight supply and tariff risks set for a volatile 2026
(Image: MINING.COM) View: Source Copper’s record-breaking 2025 has set up a tight but fragile market heading into 2026 as supply strains deepen, ta...
Over 60% of critical minerals demand met through global trade: IEF
View: Source More than 60% of global critical mineral demands is met through international trade, underscoring the deep structural interdependence be...
Where is Copper Heading in 2026?
View: Source I asked if copper was setting a base for a new high in a November 18, 2025, Barchart article, where I concluded with the following: I e...
Lithium May Be a Metal Worth Watching Next Year
View: Source Plenty of attention from advisors and investors has been focused on gold, silver, and copper as of late, but those aren’t the only met...
Kazakhstan, Japan Expand Strategic Collaboration Across Critical Minerals
Photo credit: Akorda View: Source President Kassym-Jomart Tokayev’s official trip to Japan continued with a series of meetings with senior executiv...
Tungsten surges to 12-year high as world enters a new ‘black gold’ race
View: Source Global tungsten markets are experiencing one of the strongest upcycles in more than a decade. Market data as of December shows broad-bas...
Copper Prices Rise on Supply Concerns
View: Source Tight supply and resilient demand drive copper market despite economic headwinds Copper prices have increased as market participants foc...
Ontario Launches $500M Fund Targeting Critical Mineral Processing Buildout
View: Source Ontario is putting $500M behind processing capacity, pairing it with $3.1B in Indigenous-focused financing tools to pull more value-adde...
Gold forecast to glitter again next year despite biggest gain since 1979
View: Source Gold has made its biggest jump since the 1979 oil crisis in 2025 — with prices doubling in the last two years — a performanc...
Silver overtakes Google to become the 4th-largest asset by market cap
View: Source Increased investor demand and shifting economic trends have propelled silver past major tech players in overall global valuation. Key Ta...
Indonesia may slash nickel output to steady prices
Nickel smelter in Sorowako, Indonesia. Credit: Marcelo Coelho, courtesy of Vale View: Source Indonesia, the world’s top nickel producer, might redu...
Copper Prices Surge Toward $12,000 on AI Demand and Supply Chaos
View: Source Copper prices hit record highs, fueled by a “perfect storm” of supply disruptions, high demand from AI data centers and the ...
Silver Is at an All-Time High. This ETF Lets Investors Capture the Momentum
View: Source This silver ETF has climbed over 110% in 2025 but could go much higher. Silver keeps climbing. The price of the precious metal has surge...
Turkey considers new authority to oversee critical minerals, rare earths
View: Source Turkey is considering the creation of a new critical minerals authority to assess and manage its rare earth and strategic mineral resour...
BofA doubles down on gold, calling the pullback a pause on the road to $5,000
View: Source Gold has spent weeks consolidating in the $4,200 to $4,300 range, but Bank of America views it as more of a breather than a ceiling. Cle...
Brazil’s Minas Gerais state outlines strategy for rare earth projects
View: Source The state government of Minas Gerais is mapping out strategies to increase the attractiveness of rare earth projects amid growing in...
EU’s critical minerals strategy: €3 billion boost amid industry risks
View: Source On Wednesday December 3, the EU unveiled its ReSourceEU Action Plan, providing new guidance on critical raw materials supply, with a ren...
Indonesia-US critical minerals trade talks face challenges over China ties
View: Source Since the agreement in July, which set a 19% tariff rate, the US has reportedly been pressing Indonesia to accept terms that may limit i...
Silver will hit triple digits in 2026 as bull market just started, analysts say
View: Source Silver prices have climbed to new heights in 2025, with the precious metal more than doubling in price and beating out gold’s performa...
Britain ‘seeking a quarter of global lithium’
This Image Triangle of Sacrifice / Sonandes (BO): Guely Morató Loredo (BO), Víctor Mazón Gardoqui (ES). “This work bears witness to the envir...
In race to end China’s chokehold on critical minerals, the U.S. needs all the friends it can get
A drill pad is positioned at Critical Metals’ Tanbreez project in Greenland. Courtesy of Critical Metals View: Source Pini Althaus saw the signs. I...
Why has the price of silver hit a record high?
View: Source The price of silver has hit a record high ahead of an expected US Federal Reserve interest rate cut and as demand from the technology in...
Potash, platinum and copper stand out for long-term value
View: Source Three long-life mining assets anchor a set of commodity ideas built around tightening supply conditions and improving demand signals. Th...
U.S. Army Looks to Build Small Refineries for Critical Minerals
View: Source The U.S. Army will develop small-scale refineries to ensure domestic supply of critical minerals for defense and military purposes as th...
JPM Says “Platinum, Higher for Longer”
View: Source (photo credit: PR) Platinum prices are high enough to begin to turn the gears of supply rebalancing but this will take time and, in the...
Will 2026 Be a Year of Silver & Copper ETFs?
View: Source Silver and copper have surpassed gold as the standout metals heading into 2026, with both institutional and retail investors positioning...
The Next Frontier for Critical Minerals
View: Source Melting Arctic ice is making previously inaccessible mineral reserves reachable, triggering a surge of global interest from the U.S., Ca...
Silver ETFs on Track for Gold Medal in Performance This Year
View: Source “Hooray, Hooray. I’m your silver lining. But now, I’m gold.” (Hat tip to the indie band Rilo Kiley.) Silver, long associated wit...
Copper Climbs to Record as China Policy, US Imports Spur Rally
View: Source Copper rose to an all-time high after China set domestic growth as its top economic priority for next year, and amid stockpiling of the ...
Europe must guard against US dominance in rare earths, agency head says
View: Source Europe has finally taken major steps to build up its rare earths sector to counter Chinese dominance, but the region also needs to guard...
Copper sets new record on London Metal Exchange
View: Source Copper prices have once again reached a new all-time high on the London Metal Exchange (LME) amid fears of a shortage of this metal. Cop...
Korea to designate all 17 rare earths as critical minerals to beef up resource security
View: Source Image Credit: Industry Minister Kim Jung-kwan, right, presides over the inaugural meeting of the national resource security council in S...
UK has no immediate plans for critical minerals price floor, Minister says
View: Source Britain has no plans to match the United States in supporting domestic rare earth companies with a price floor to cut reliance on domina...
New copper demand drivers from US, India as China juggernaut slows
View: Source Copper consumption in the United States and India is set to emerge from China’s shadow over the next decade as demand growth in th...
China Says It’ll Approve Rare Earth Licences For ‘Civilian Use’
View: Source This is the first such indication from Beijing that it is taking concrete measures to reach a key promised outcome from a meeting betwee...
Global Supply Woes Push Copper Past $11,400 Per Ton
View: Source Soaring copper orders from South Korea and Taiwan led to the biggest rise in requests for withdrawals from London Metal Exchange warehou...
US critical minerals security drive brings new era of stockpiling, project investment
View: Source Explore the efforts of the US government in critical mineral stockpiling and the challenges involved in securing these vital materials. ...
EU moves to reduce reliance on China for rare earth supplies
View: Source Europe will on Wednesday unveil a plan to reduce its reliance on China for rare earths and other critical minerals, opening a fresh fron...
The Geopolitical Weaponization of Critical Minerals Supply
View: Source Global trade in late 2025 is increasingly defined by the geopolitical weaponization of Critical Minerals (CMs), moving these essentia...
China Launches First Lot of Simpler Rare Earth Export Licences
View: Source Three auto suppliers have received “general licences” designed to ease demand pressure by allowing more exports under year-long perm...
UBS Lifts Palladium Forecasts as Options Market Signals Ongoing Optimism
View: Source UBS has increased its price outlook for palladium by $50 an ounce across all forecast horizons, saying it expects the metal to remain mo...
Copper Holds Near Record High as Supply Fears Grip Global Market
View: Source Copper advanced to a record high in London on fears the global market is heading for a supply crunch. The metal rose as much as 1.3% to ...
Silver Hits Record High with 100% Price Increase This Year, Far Outpacing Gold
View: Source Key Takeaways Silver prices rose to record highs for the second consecutive trading day on Monday, driven by tight supply and growing in...
Competition Intensifies Over Central Asia’s Rare Earth Elements
View: Source In pursuit of rare earth elements (REEs), U.S. President Donald Trump hosted the leaders of five Central Asian states at the White Hou...
The UK must secure supplies of 34 critical minerals says new report – here’s how
View: Source You’re probably reading this article on a phone or laptop containing more than 30 different metals. Some will be common: aluminium cas...
Canada’s critical minerals push reshapes corporate identities
View: Source Prime Minister Mark Carney unveiled the next wave of Canada’s “nation-building”projects this month, and the message was clear: C...
Why Platinum Could Surge Higher From Here
View: Source The U.S. is offloading dollars for critical minerals… And so should you. The goal is to bolster domestic industries critical to na...
Why gold prices could soar another 20% next year, according to top Wall Street forecasters
View: Source Gold prices could surge as much as 20% in the coming year, top forecasters say. Wall Street sees tailwinds like central bank buying a...
US needs to break China’s supply chain chokehold to win the tech race
View: Source American leadership in artificial intelligence, quantum computing and biotechnology at risk. Beijing has repeatedly shown the world that...
Value of EV battery nickel second-highest on record, cobalt at 30-month high
View: Source In 2016, Elon Musk famously said: “Although they’re called lithium-ion, the actual percentage of lithium in a lithium-ion cell is ...
US Surges Ahead While EU Falters in Critical Minerals Race
View: Source In the global race for critical minerals, the US appears on track to bolster its supply chains while Europe watches from the sidelines, ...
If They Want Critical Minerals, They Will Have to Industrialize our Country, Lula Says
View: Source President says foreign companies may only operate in the sector if they add value to BrazilStatement comes after the G20, amid U.S. inte...
On critical minerals, the US needs more than just supply. It needs refining power.
View: Source When China announced export controls on several critical minerals—including rare earth elements—and related processing technologie...
The West’s Bold Move to Crack China’s Rare Earth Monopoly
View: Source Western nations are racing to build independent rare earth and magnet supply chains after China restricted exports of key heavy rare ear...
South Africa and EU sign critical-minerals pact as Brussels announces €350mn in infrastructure support
View: Source South Africa and the European Union signed a major critical minerals partnership at a high-level trilateral summit in Pretoria on Novemb...
Lithium prices plunge in China after moves to curb speculative trading
View: Source Lithium prices in China fell sharply on Friday, short-circuiting a rally, after the main exchange stepped in to curb speculative trading...
Hedge funds and retail now drive Gold rally – TDS
View: Source Gold’s recent strength has been powered largely by hedge funds and retail investors, whose inflows have far exceeded official-sector d...
Swiss Bank UBS (UBS) Says Silver Is Likely to Outperform Gold in 2026
View: Source Analysts at the lender say that the gray metal is likely to outperform its rival gold in 2026, with its price supported by tightening gl...
A cold gold rush? The race for the Arctic’s critical minerals is heating up
View: Source The Arctic’s geostrategic importance is becoming increasingly clear as countries scramble to shore up their resource security. The U.S...
Gold And Copper Set To Outperform As Oil Price To Lag Into 2026
View: Source ING has released its latest set of commodities projections through to the end of 2026, with analysts highlighting gold and copper as the...
Canadians back critical minerals push, but demand stronger enviro safeguards
View: Source Canada’s first Social Acceptability Barometer for the mining sector shows strong national support for developing critical minerals, b...
Saudi-US Partnership to Secure Supply Chains for Uranium and Critical Minerals
View: Source Saudi Arabia and the United States have signed a Strategic Framework for Cooperation on the security, stability and sustainability of su...
China’s Secretive Gold Purchases Signals a New Era for Bullion
View: Source Gold isn’t trading like a commodity anymore. It’s trading like a confession — the closest thing markets have to a whispered admis...
EU’s EIB to work with Australian government on critical raw materials
View: Source The EU’s European Investment Bank and the Australian government said in a joint statement on Monday they would deepen cooperation ...
How America fell behind in the rare-earth race—and how it hopes to come back
View: Source The United States has known for years that its economy runs on materials that it can’t control. The rare-earth metals that power F-35 ...
Softer words, harder policy: EU recalibrates on China as it seeks rare earths breakthrough
View: Source Under pressure from Beijing’s chokehold on rare earths and the simmering feud over chipmaker Nexperia, EU officials have been asked ...
Yttrium is Latest Rare Earth Concern as Global Supplies Fall
View: Source Traders report a ‘scramble’ for yttrium, used in chips and jet engines; prices have soared 4,400% this year and China has sent no yt...
China and Germany agree to seek closer commercial ties, end trade tensions
View: Source China’s Vice Premier He Lifeng and German Finance Minister Lars Klingbeil agreed on Monday that the two countries should strengthe...
Canada’s Carney sends three new critical minerals projects to Major Projects Office
View: Source Three new critical minerals projects will advance to the recently created Major Projects Office (MPO), Prime Minister Mark Carney...
China reports largest gold discovery in more than seven decades
View: Source China has announced the discovery of the largest gold deposit found in the country since 1949, with an estimated 1,444 tonnes of reserve...
PGM rally pushes SA’s mining output higher
View: Source September’s production up 1.2% from a year ago, with the sector in expansionary territory in the third quarter. SA’s mining producti...
Gold Extends Rally as Economic Uncertainty and Central Bank Buying Lift Prices
View: Source Gold rises above $4,200 as weak US data and central bank buying bolster demand. Gold prices climbed on Thursday, extending a week-long r...
Canada-India trade reset: critical minerals, energy, AI lead new cooperation push
View: Source Canada is working to reignite trade ties with India after a diplomatic pause that stalled negotiations in 2023. The emphasis is now shif...
Trump’s Tariffs Send U.S. Aluminum Prices to Record Highs
View: Source The U.S. all-in aluminum price hit a record $4,816 per ton, nearly double its 2023 lows, as inventories tightened sharply. Trump’s 50%...
The strategy for developing Canada’s critical minerals needs a rethink
View: Source Prime Minister Mark Carney deserves credit for putting the subject of critical minerals at the top of his agenda, alongside port develop...
Will Ending of EV Subsidies Impact Palladium Demand, Prices?
View: Source Between early April and October 2025, palladium prices rose over 95% from $870 to nearly $1,700 per troy ounce, rising in lockstep with ...
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, ...
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 shar...
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...
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 use...
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. T...
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 cele...
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 les...
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 ...
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...
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. ...
Gold Miners Ride Record Prices to Strong Q3 Results
View: Source Global gold producers reported robust third-quarter earnings on the back of record bullion prices. The yellow metal surged to its all...
Canada ‘Abandons Market Economics’ With A New Critical Minerals Budget
View: Source Canada’s 2025 federal budget commits billions to expanding the mining sector even as the government projects a 78.3 billion Canadian...
Aluminium price recovery limited despite recent LME highs
View: Source Aluminium prices on the LME rose to a high since 2022 but have recently slipped. Prices rose due to improved US-China trade relations an...
The Golden Surge: Understanding Gold’s Historic Rally and What’s Driving It
View: Source Gold has captivated humanity for millennia, serving as currency, ornament, and store of value across different civilizations. But in rec...
Washington’s Focus on Critical Minerals Opens the Way for Central Asia
View: Source Last week, U.S. President Donald Trump met with his Chinese counterpart Xi Jinping in South Korea regarding the state of trade a...
Can Africa ride critical minerals wave to economic boom?
View: Source As global powers scramble for critical minerals, African countries are pushing for new investment to process more of their own raw mater...
Newmont/Barrick: Gold giants circle as M&A mood returns
View: Source When gold prices rise, so does the urge to merge. That old mining truth may be back in play, as UBS reckons the sector could be heading ...
Australia and Canada deepen critical minerals collaboration
View: Source Australia and Canada have signed a joint declaration of intent on critical minerals collaboration, deepening their bilateral partnership...
How Chile’s mining industry impacts historical copper prices
View: Source Operational restrictions facing some copper mines in Chile have been influencing the metal’s record high price, which reached US$5...
Canada ‘No Longer Just Talking,’ With A $4.6 Billion Critical Minerals Investment
View: Source Canada has announced a 6.4 billion Canadian dollar ($4.6 billion) package of critical mineral projects to challenge China’s overwhel...
EU believes it’s been left out of China easing of historic rare earth curbs
View: Source Washington claims Beijing’s 2022 trade easing is global, but Brussels questions whether it truly applies to the European Union. The Eu...
Coeur to buy New Gold in $7bn all-share deal
View: Source NYSE-listed Coeur Mining on Monday announced an offer for TSX- and NYSE-listed New Gold, valuing the precious metals producer at abou...
Gold Digger: Gold demand keeps hitting new records, says World Gold Council
View: Source Gold demand hits record high in September quarter despite soaring prices Investment interest delivers biggest boost, with gold investing...
Silver Mining Stocks May Be Safer Than ETFs Right Now
View: Source Key Points Silver is in its fifth consecutive year of production deficit vs. demand. Geopolitical policies and increased industrial and ...
How Much Control China Has Over the World’s Critical Minerals
View: Source Key Takeaways China is the biggest producer for the majority of the materials listed. Other key players include Brazil, the Democratic R...
Gold demand rises to new high in tandem with price – WGC
View: Source According to the World Gold Council’s (WGC’s) ‘Gold Demands Trends’ report for the third quarter of this year, total gold d...
Copper Prices Surge on US-China Deal Optimism, Tight Supply Adds to Rally
View: Source Copper prices edged closer to record highs this week, driven by renewed optimism over an impending trade accord between the US and China...
How rare earths became the next trade war weapon
View: Source News that China and the US have sealed a trade deal that would postpone Chinese restrictions on rare earth exports for a year provides s...
US and Japan unite to counter China’s influence in critical minerals
View: Source Japan and the US agreed on new-generation nuclear reactors and rare earths. The deal aims to re-establish Japan’s nuclear export m...
Copper Set to Begin a New Bull Cycle: What’s Driving The Move
View: Source If there’s one market that’s becoming increasingly difficult to ignore, it’s copper. For years, it’s been treate...
Bolivia’s shift to the right renews ambition to mine vast lithium reserves
View: Source The election of a centre-right president after 20 years of socialist rule could open up the nation’s lithium reserves to foreign inves...
Trump Taps Southeast Asia For Rare Earths Amid China Uncertainty
View: Source The US is racing to establish a rare earth supply chain separate from China following Beijing’s increasingly aggressive moves to restr...
Will Australia’s $3bn critical minerals deal with Trump pay off?
View: Source There was a broad grin on Prime Minister Anthony Albanese’s face as he shook hands with an equally smiley US President Donald Trum...
EU to discuss rare earth minerals with Chinese delegation in Brussels
View: Source The European Commission is hosting a high-level Chinese delegation in Brussels this week to discuss China’s export restrictions on rar...
US launches $1.8 billion fund with ADQ and Orion to secure critical minerals
View: Source Washington forms new consortium with ADQ and Orion to secure key mineral supply chains. Dubai: The US has launched a new $1.8 billion in...
How to invest in undervalued gold miners
View: Source The surge in gold and other precious metals has transformed the economics of the companies that mine them. Investors should cash in, say...
Xi May Have Miscalculated on Rare Earths
View: Source China’s complex new rules take on the entire world at once—and give Trump an opportunity. The current trade confrontation between th...
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...
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 ...
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 bec...
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 cent...
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 expec...
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 restri...
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. Aus...
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 ...
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 int...
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 ...
The global race is on to secure critical minerals. Why do they matter so much?
View: Source Critical minerals are having a moment. Prime Minister Anthony Albanese is at the White House to talk up Australia’s rich deposits with...
Palladium Eases After Hitting Highest Since April 2023
View: Source Palladium hovered just below $1,560 an ounce as investors took a breather after the metal surged to its highest level since April 2023, ...
Can Gold Replace or Prop Up a Crumbling Monetary System?
View: Source Much has been whispered, postulated and debated over the decades regarding gold’s potential and place in a new global monetary system....
Canada unfazed by US moves on critical minerals, calls it ‘capitalism in action’
View: Source Canada’s Natural Resources Minister, Tim Hodgson, says the government is not alarmed by the US taking minority stakes in Canadian cr...
Tariffs and rare earths: New chapters in negotiations between Brazil and the US
View: Source Representatives from the governments of Brazil and the US held their first official meeting to discuss tariffs, but the outcome of the n...
Europe In The Rare Earth Trap: Up To 4 Million German Jobs At Risk As Beijing Tightens
View: Source Rare earth elements have become geopolitical dynamite. According to a new analysis by consultancy McKinsey & Company, up to four mil...
US Cancels $500 Million Cobalt Tender in Critical Minerals Blow
View: Source The US Defense Department canceled a tender to buy cobalt, in a fresh sign of the challenges facing Western countries trying to bolster ...
The Slowly Mounting Mineral Shock
View: Source China’s latest squeeze on mineral exports – and Washington’s threat of retaliation – ends any illusion that critic...
How China’s rare earth restrictions could disrupt the U.S. defense industry and reignite a trade war
View: Source China will not allow the export of rare earth materials for use by foreign militaries under restrictions announced last week. Rare earth...
Auto companies sound alarm over China’s rare earth export clampdown
View: Source In this post: China tightened rare earth export restrictions last week, sparking fears of major supply chain disruptions across Europe...
Overbought RSI Short Sellers Feed the Bull as Gold Clears $4200 With Power
View: Source Key Points: Gold price hits record $4218.41 as Fed rate cut bets and U.S.-China tensions fuel strong safe-haven demand. Traders price in...
JPMorgan launches $1.5trn initiative to boost critical industries including minerals
View: Source JPMorgan Chase plans to invest up to $10bn in direct equity and venture capital to support select US companies. JPMorgan Chase has unvei...
China’s rare earth exports fall sharply in September
View: Source China’s rare earth exports fell 31% in September from August, customs data showed on Monday, the third straight month of declines....
Pentagon Plans $1B Critical Minerals Buying Spree
View: Source The War Department reportedly moved to buy up to $1 billion in critical minerals as part of an accelerated stockpiling strategy aimed at...
China Implements Export Controls on Lithium Batteries and Key Materials, Covering High-End Batteries and Artificial Graphite Anodes
View: Source The international battery industry landscape is undergoing a new round of adjustments, as China has introduced significant export contro...
‘Conflict of interest’: Experts share concerns of U.S. stakes in Canadian miners
View: Source The U.S. government is increasingly taking stakes in publicly traded companies, including Intel and Canadian-based miners Trilogy Metals...
The world’s going mad for copper – but tin has just as much going for it
View: Source It flies under the radar, but tin could be the best metal to play the electrification narrative Supply is dominated by unstable jurisdic...
China steps up control of rare-earth exports citing ‘national security’ concerns
View: Source Tightened grip on minerals used in smartphones and fighter jets coincides with tense US-China trade talks. China has increased restricti...
What critical minerals are on China’s export control list now?
View: Source China on Thursday expanded its export controls over rare earths and related technology in a move to further tighten its grip and dominan...
Gold’s spectacular three-year rally is breaking all the records
View: Source Gold’s ascent through $4,000 an ounce is yet another milestone in a three-year bull run that has defied die-hard skeptics and broken a...
Why gold is having its biggest year since 1979
View: Source Gold is having a gangbusters year — and that’s typically a red flag about the state of affairs in the world. This week, gold blew p...
Trillions needed to address critical minerals supply shortfall, McKinsey says
View: Source Nearly US$5tn in capital expenditure could be needed to address a looming shortfall in metals supply, consultancy giant McKinsey says, b...
BRICS Just Unveiled the Plan to Replace US Dollar Worldwide
View: Source The BRICS plan to replace the US dollar gained serious momentum when Russia hosted the 2025 Moscow Financial Forum and announced a dedic...
US Takes 10% Stake In Alaska Miner Trilogy Metals
View: Source Trump’s Industrial Policy juggernaut continues. Moments after the close when we saw some abnormal moves in the stock of yet anothe...
Copper Markets in Crisis After a Year of Disruptions
View: Source Major accidents at the Grasberg, El Teniente, and Kakula mines have wiped out hundreds of thousands of tons of expected copper output in...
Platinum vs. Palladium: Which Metal Will Outperform After Gold and Silver Surge?
View: Source Gold and silver surges have shifted investor attention toward undervalued platinum and palladium. Platinum benefits from rising demand f...
Copper and gold analysis: Supply disruptions and dollar weakness support metals prices
View: Source In this copper analysis article, we highlight reasons why prices could be moving even higher. US copper prices have made a decent comeba...
Canada strengthens critical minerals supply chains in Quebec
View: Source Tim Hodgson, Minister of Energy and Natural Resources, has announced that Arianne Phosphate Inc. has been conditionally approved for an ...
Brazil advances plans to process its rare earth reserves
View: Source Brazilian states are seeking to advance initiatives aimed at installing rare earth processing plants in an effort to unlock the countr...
Gold Rally Driven by Massive ETF Inflows
View: Source Gold hits new record highs above $3,780 per ounce, up 43% YTD. Fed policy is not the only driver; ETF inflows are the key catalyst. SPDR...
New approach needed in mining critical minerals
View: Source Government incentives and public literacy on metals could mobilize innovation and expand Canada’s role in global mineral supply chains...
Palladium rallies 3% on supply shortage concerns
View: Source Palladium prices rose during Monday trading amid a decline in the dollar against most major currencies and concerns over a shortage of t...
US in talks to establish $5B critical minerals fund: report
View: Source The US International Development Finance Corp (DFC) is in talks with New York-based Orion Resource Partners to establish a fund of up t...
Alongside Gold, Silver Is Benefiting From Potential Rate Cuts
View: Source The prospect of interest rate cuts this month and through the rest of the year is elevating prices for gold, but silver is also benefiti...
Beyond Gold & Silver: Platinum and Uranium Signal New Opportunities
View: Source Gold and silver have dominated market headlines in 2025, with gold rallying nearly 38% YTD and silver soaring more than 43%. Both met...
Disrupting a $900 billion market! The World Gold Council plans to launch ‘digital gold’ with a pilot program in London next year.
View: Source According to the Financial Times, the World Gold Council (WGC) is planning to launch gold in digital form. This initiative may create re...
Palladium climbs over 2% on supply shortage concerns
View: Source Palladium prices rose during Tuesday’s trading despite a stronger U.S. dollar against most major currencies, supported by expectations...
Copper Surges Strongly in the Slipstream of Gold and Silver
View: Source Just as the general holiday season concludes, prices for key metals and precious metals are gaining momentum. The gold price has already...
Why Lithium, Copper, and Uranium Are Set to Soar in the Global Energy Transition
View: Source The global shift to electrification is driving demand for lithium, copper, and uranium, key materials that power batteries, deliver elec...
New approach needed in mining critical minerals
View: Source Government incentives and public literacy on metals could mobilize innovation and expand Canada’s role in global mineral supply chains...
Gold prices holding steady, silver enjoys ETF activity
View: Source Refinery services provider Heraeus says in its latest precious metals appraisal that gold will not be subject to US import tariffs that ...
Going Beyond Gold: Capturing the Broader Commodity Complex
View: Source Gold has undeniably been the standout asset class of the year, stealing the spotlight after a string of record highs. Bullion prices ...
US losing ground to China in competition over Central Asia’s critical minerals
View: Source US officials keep expressing enthusiasm for expanding trade in critical minerals with Central Asian states. But while Washington talks,...
Platinum Rally Is Not Enough To Incentivize New Supply
View: Source China’s platinum imports hit records, draining Western vaults and pushing lease rates higher. Valterra warns prices need to rise anoth...
A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments
View: Source The United States wants to secure its supply chains and revitalize domestic manufacturing, but when it comes to minerals, it’s still p...
Industrial Activity & Investment Demand Will Drive Silver
View: Source Silver continues to show its luster alongside gold this year, but both carry differing demand drivers. Silver will benefit from recoveri...
Copper rises as Chile stoppage stirs fresh concerns about supply
View: Source Copper rose for a second day as Chilean mining giant Codelco grappled with the aftermath of a deadly accident at one of the world’s...
Global gold demand up 3% in 2nd quarter due to strong investment flows
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 ...
Australia and Canada should cooperate, not compete, on critical minerals
View: Source The global critical minerals race is heating up, and by not collaborating more closely, Australia and Canada are letting down their part...
The U.S. Critical Minerals Dilemma: What to Know
View: Source Critical minerals play an essential role in security and technological competitiveness, but the United States relies heavily on imports ...
Brazil Moves to Guard Its Critical Minerals as Global Demand Grows
View: Source Brazil’s President Luiz Inácio Lula da Silva has announced the creation of a new commission to map and control the country’s critic...
China’s Control Of Supply And Demand Gives Lithium A 20% Boosts
View: Source Chinese control of both the demand for electric vehicles (EVs) and the supply of battery raw materials has sparked a surprise recovery i...
US eyes Philippine rare earths to counter China’s ‘chokehold’
View: Source The Philippines may have been unwittingly supplying China with key ingredients for everything from smartphones to missiles, insiders say...
Why smart investors are rebalancing alternatives with gold
View: Source Alternative assets have reshaped modern portfolios. Assets under management (AUM) for alternative assets is projected to reach close to ...
Rethinking EV projections and implications for PGMs
View: 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 decad...
Brazil to map its critical minerals potential
View: Source The Brazilian government will create a commission to develop a comprehensive map of the country’s mining potential, particularly f...
Silver Bull Market Just Getting Started, Could Accelerate Through Year-End
View: 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—outperformi...
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...
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 ...
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 ...
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 &a...
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, accordi...
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 hel...
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 Euro...
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. ...
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 ...
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 th...
How China came to rule the world of rare earth elements
View: Source This is a satellite image collected on Nov. 13, 2012, of the Maoniuping Mine, one of China’s largest rare earth elements mines, lo...
Who Controls Critical Minerals: A New Paradigm of Ownership Emerges
View: Source Neither the US nor China can power their economies from domestic mineral production alone, and both parties are jockeying to source crit...
China Stops Most Antimony Exports But Rare Earth Sales to US Soar
View: Source China’s crackdown on the smuggling and trans-shipment of critical minerals hit exports of antimony and germanium in June even as rare ...
Spot Market Tightness Boosts Aluminum Prices
View: Source The Midwest Premium for aluminum has achieved a new peak, driven by concerns over trade deals and potential tariff increases. Global alu...
Gold remains well-positioned in current macro landscape, World Gold Council reports
View: Source Gold enters the second half of 2025 coming off an exceptionally strong start to the year – up 26% – shaped by a weaker US dollar, p...
High-grade lithium deposits found in Rwanda
View: Source Aterian Plc, a UK-based critical minerals exploration company, announced that it has found high-grade lithium deposits in Rwanda, follow...
India, Australia collaborate on critical minerals for renewable energy and climate action
View: Source India and Australia are reinforcing their partnership on critical minerals to secure supply chains and enable the global transition to c...
In global race for critical minerals, China identifies dozens of new reserves
View: Source Deposit in Hunan province has an estimated 490 million tonnes of lithium ore and 1.31 million tonnes of lithium oxide, report says. Chin...
Taking Advantage of a Disparity in Lithium Stocks’ Performance
View: Source I have said it before a few times, but, in general, if a market move doesn’t make sense to me, the first thing I do is check my own as...
Explaining the ‘copper conundrum’ in the wake of Trump’s 50% tariff threat
View: Source Call it a copper conundrum: with a 50% US tariff on refined copper imports set for 1 August, the global copper market is already seeing ...
RBC says gold still shines as central banks and investors stick with it
View: Source Gold has held up remarkably well in recent weeks, despite markets regaining some composure and equities moving higher. What’s interest...
Japan urges China to ease export curbs on critical minerals
View: Source Japan’s Foreign Minister Takeshi Iwaya urged his Chinese counterpart Wang Yi on Thursday to ease Beijing’s export restrictio...
Chinese Exporters Reroute Rare Earths to Keep Supplying U.S.
View: Source Chinese exporters of some rare earths have rerouted their flows to skirt a ban on selling these commodities to the U.S., and now they en...
Copper squeeze unravels with window closing to beat Trump tariff
View: Source An acute copper supply squeeze is coming to an abrupt end as President Donald Trump’s plan to soon slap a 50% tariff on the metal na...
China’s rare earth dominance to continue as US investment lags: analysts
View: Source Beijing’s long-term strategy pays off as Washington scrambles to respond, a new report finds. China is expected to maintain a strateg...
Trade worries hit mining stocks as copper and aluminium prices fall
View: Source Mining stocks slipped on Monday, with Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF), Glencore PLC (LSE:GLEN) and Fresnillo PLC (LSE:F...
EU to stockpile critical minerals amid geopolitical risks, FT says
View: Source The European Union plans to stockpile critical minerals as a precaution against potential supply disruptions due to geopolitical tension...