RBC Bull Scenario Targets Gold at $5,321

The Gold price could average close to $5,300 in 2027 under RBC’s bullish scenario, while its central case still points to prices holding above $4,200. The Gold price was trading around $4,380 on Tuesday after another volatile 48 hours, having briefly pushed above $4,430 before giving back part of the move. RBC Capital Markets’ latest commodity forecasts leave plenty of room for …

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China Is Losing Its Rare-Earth Grip. The US May Pay the Price.

The U.S. is making progress toward breaking China’s dominance of the rare-earth supply chain. But there is a catch: non-China rare earths are already dramatically more expensive, meaning Western companies may have to pay a premium to reduce their dependence on Beijing. That is the emerging reality described by USA Rare Earth, Inc. (NASDAQ:USAR) CEO Barbara Humpton on the company’s second-quarter earnings call. She said companies are increasingly …

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Why Silver Could Push Back Into The $80s

The price of Silver could extend its recovery into 2027, with RBC’s Fresnillo model assuming $77.48/oz in 2026 and $83.13/oz next year. The Silver price (in US Dollars) has staged a sharp August rebound, climbing back above $65 after spending much of July below $60. RBC’s latest Fresnillo model points to a much stronger second half, with the bank saying: “We expect …

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