As Western governments seek to reduce dependence on Chinese rare earth supply chains, Brazil is emerging as one of the world’s most promising new sources of critical minerals. The country holds the world’s second-largest rare earth resource base and is home to a growing number of advanced ionic clay projects. At the same time, the recent G7 declaration on critical …
Continue ReadingCopper prices have retreated this month alongside other industrial commodities, but Goldman Sachs remains firmly bullish, arguing that structural supply shortages will continue to support the market for years to come. Copper traded near $6.06/lb, down 8.9% over the past month, but still almost 18% higher than a year ago. Goldman Sachs believes the recent pullback does little to change …
Continue ReadingThere are signs of divergence in the platinum and palladium markets as investors remain bullish on platinum, while bearish sentiment appears to be taking control of the palladium market. Both platinum and palladium have given up a substantial percentage of their 2025 gains in the recent correction. Platinum is down 36 percent to around $1,600. Meanwhile, palladium has fallen 38 percent and is trading …
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