China and the new era of critical minerals diplomacy Beijing’s export controls on rare earths and other niche metals are distorting markets ...
FIRST GOLD, THEN MARKETS MIGRATING EAST / GOLD MONEY
First gold, then markets migrating East Alasdair Macleod Goodbye to Western paper. Moving in plain sight, China has set up a new market in ...
IRAN WAR TIGHTENS "SUPER-SQUEEZE" IN METAL MARKETS / THE FINANCIAL TIMES
Iran war tightens ‘super-squeeze’ in metals markets Copper and aluminium had been rallying before Middle East conflict hit supply Leslie Hoo...
SILVER IS MUCH CHEAPER THAN ANYONE REALISES / MACLEOD FINANCE
Silver is much cheaper than anyone realises Severe under-valuations of base metals priced in gold point to far higher prices for them when t...
ANGLO CAN AFFORD TO BE COY ABOUT BHP MEGADEAL -- FOR NOW / THE WALL STREET JOURNAL
Anglo Can Afford to Be Coy About a BHP Megadeal—for Now One way or another, some of Anglo’s assets seem destined for new owners By Nathaniel...
LME BACKS MERCURIA-LED BLOCKCHAIN CONSORTIUM TO TRACK GLOBAL METALS / THE FINANCIAL TIMES
LME backs Mercuria-led blockchain consortium to track global metals System will enable buyers to track their metal and help traders secur...
COMMODITIES: THE NEXT HOT INVESTMENT? / BARRON´S MAGAZINE
Getting Technical Commodities: The Next Hot Investment? By Michael Kahn Photo: Oliver Bunic/Bloomberg Commodities may be the...
THE BASE METALS BREAKOUT - INDUSTRIAL COMMODITIES THREATEN THEIR DECADE-LONG DOWNTREND / SPROTT´S THOUGHTS
The Base Metal Breakout – Industrial Commodities Threaten Their Decade-Long Downtrend By Sam Broom Summary: * Base metals a...