Dutch slash New York gold in crisis shift
The Netherlands’ central bank has transferred 86 tonnes of gold from North America to London, cutting the share of its bullion held in New York to 19% from 31% as…
Commodities Markets
Gem Diamonds rebounds as big stones lift profit
Gem Diamonds (LSE: GEMD) swung back to profit in the first half of the year as stronger prices for large diamonds from the Letšeng mine in Lesotho and cost reductions…
Tungsten surge transforms Northcliff’s Sisson economics
Northcliff Resources’ (TSX: NCF; US-OTC: NCFFF) new feasibility study for the Sisson tungsten-molybdenum project in New Brunswick puts its post-tax value at more than four times the cost to build…
Podcast: Gold dealers face ‘credit crunch’, ft CPM Group’s Jeffrey Christian
This week’s episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the broader macroeconomic factors affecting the gold market. Christian discusses the implications…
China’s biggest lithium mine loses licence
Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production.
Copper price eases nears record
Copper traded above $14,800 per tonne on Monday– equivalent to about $6.72 per lb. – and was close to its record high. Traders took profits and reassessed the outlook for…
Lithium price: Fitch raises forecast, warns rally has outrun fundamentals
The most active lithium carbonate contract on the Guangzhou Futures Exchange closed at 152,500 yuan (about $22,500) a tonne on Wednesday, up 11% from July’s lows, as the stalled restart…
Zinc price jumps to 4-year high
Zinc climbed to its highest level since June 2022 on the London Metal Exchange (LME) as warehouse stockpiles drained to multi-year lows and mine supply cuts tightened the physical market….
Podcast: Reuters’ Andy Home on declining copper and aluminum inventories on the LME
This week’s episode features Andy Home, senior metals columnist at Reuters, in conversation with host Adrian Pocobelli on recent developments in the copper and aluminum markets. Home explains the factors…
Mining stocks to soar and ‘blow your head off’: OIiver
Michael Oliver, founder of North Carolina-based Momentum Structural Analysis and a veteran market analyst, argues that the current gold and silver rally is the beginning of substantial moves higher for…
Europe’s Russian uranium reliance grows, Sprott says
European reliance on Russian nuclear fuel increased in 2025 despite efforts to diversify its uranium supply after Russia’s invasion of Ukraine, Sprott Asset Management said in a new report this…
Copper price eases as LME inventories surge
London Metal Exchange on-warrant copper inventories have surged by more than 50% in three days, easing fears of an acute supply squeeze and sharply narrowing a key market spread. On-warrant…