Is Asia About to Change the Gold Market Forever?

Gold and silver spent much of the week on the defensive, although both metals stabilized and recovered some ground late in the week. The selling pressure since late June wasn’t driven by a collapse in safe-haven demand. Instead, it reflected a tug-of-war between geopolitical risk – which often benefits precious metals – and rising inflation expectations, which pushed investors to …

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Lula Tells Trump to ‘Worry’ About Brazil’s Rare Earths

Brazil’s president gathered ministers and mining specialists at the Planalto Palace on Friday. The subject was what to do with the country’s strategic minerals. Out of that meeting came a headline-ready challenge to Donald Trump. It also came with an unusually frank admission of how little Brazil has done so far. What Lula said about rare earths The provocation was …

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Beyond the mine: Where true power in critical minerals really begins

Control over processing is becoming the true measure of strategic power. When the conversation turns to critical minerals today, the spotlight almost always falls on one question: who owns the mines? Who controls the world’s lithium, cobalt, nickel, and rare earth elements? It is a valid question, and an important one — but it no longer tells the full story. …

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