Commodities

The global system is no longer defined by a single dominant power. Thus, investors can no longer rely on geopolitical assumptions that shaped most of recent history. That was the core message from Marko Papic, Chief Strategist at BCA Research, in his keynote address at the CommBank's 15th Global...

Gold‘s stellar run in 2025 has hit a speed bump, with spot prices plunging more than 5% in a single day. It was the largest daily drop since 2013. At these prices, $230 was the biggest one-day drop in dollar terms. This sudden collapse, however, follows an extraordinary year. Even after the...

President Donald Trump and Australian Prime Minister Anthony Albanese on Monday signed a multibillion-dollar partnership at the White House. The goal is to secure the future of global critical mineral supply chains and strengthen defense cooperation. New Framework for Supply Chain Security The...

The US has canceled a $500 million tender to purchase cobalt. The decision came after multiple extensions, less than two months after launching the initiative. The Defense Logistics Agency (DLA) first invited bids in mid-August for up to 7,500 tons of alloy-grade cobalt over five years. The plan...

Copper prices rebounded this week after U.S. Federal Reserve Chair Jerome Powell signaled another quarter-point rate cut. The comments sent copper up as much as 1.8%, rekindling optimism about a $12,000 a ton price point. The recent market dynamics are causing the metal to trade increasingly on its...

Silver’s historic 77% year-to-date run might have more room, but investors should brace for volatility. Goldman Sachs shared this outlook with its clients on Sunday, confirming the metal’s medium-term bullish momentum, driven by surging investment flows. According to Reuters, Goldman...

Silver prices closed last week at multi-year highs, coming within reach of their 2011 peak of $49.95 per ounce. Investors piled into precious metals amid shrinking inventories and growing signs of a market squeeze. Front-month COMEX silver settled around $47.60 an ounce, up 2.9% for the week and...

Bank of America (NYSE:BAC) has upgraded its copper price forecasts, warning that the global supply squeeze is deeper and more persistent than previously thought. The combination of resilient demand, depleted stockpiles, and enduring mine disruptions leaves the market primed for new records....

Barrick Mining (NYSE:B) announced the resignation of President and CEO Mark Bristow today. After nearly seven years at the helm, the South African-born mining veteran departs without explanation, leaving investors to speculate on what prompted such an unexpected move. Effective immediately, Mark...

With commodities like gold and silver becoming the leading performers year-to-date, financial markets have caught a precious metal bug again. Yet, the latest research shows that nature-related risks could undermine the sector’s earnings by as much as 25%. According to new analysis from...

The cobalt export suspension from the Democratic Republic of Congo (DRC) will expire on October 15. The restriction, imposed in February, extended in June and again on Sunday, had a profound impact on the market price of battery metal, which recovered over 60% since February. Per Bloomberg's report...

Global gold producers cut combined Scope 1 and 2 greenhouse-gas emissions to below 30-million tons of CO₂ equivalent in 2024, the lowest level in a decade. With gold prices reaching fresh all-time highs, the environmental, social, and governance (ESG) awareness for the mining sector is one of the...

Veteran investor Peter Grandich is warning that the market is overlooking the biggest signals in decades, with precious metals and insider selling flashing red. In an interview with Kitco News, Grandich didn’t hold back the criticism of the U.S. economic policy, the Federal Reserve, and the...

Zijin Mining Group (OTCPK: ZIJMF), China's largest gold producer, is preparing to spin off its international gold-mining operations in Hong Kong through a public listing that could raise more than $3 billion. If successful, it would mark the biggest IPO raise since Contemporary Amperex Technology...

Silver extended its rally to close at $39.71 per ounce, marking a fresh multi-year high just days after the U.S. added the metal to its list of critical minerals. The designation instantly reframed how traders and policymakers view silver. It is not just an industrial input for solar panels and...