After a stellar 2025, 2026 has seen a pivot away from precious & critical minerals, as we await a new pivot From the standpoint of the most precious metal of all, gold, the stock market has been the star of 2026. All year we anticipated a bottom to be put in at/above the green shaded box. If that bottom is …
Continue ReadingThe auto sector accounts for between 37 and 40 percent of global platinum demand, making it the single largest element of the market. That share has been given fresh support by the rollback of vehicle electrification under the White House administration, which has kept internal combustion engine sales running at a pace that surprised parts of the market. Platinum catalyst …
Continue ReadingChina presents a new five-year plan for the battery industry. By 2030, solid-state batteries are to be used on a larger scale for the first time, while Beijing also targets sodium-ion batteries, fast charging, recycling, and industry consolidation. China’s Ministry of Industry and Information Technology (MIIT) in collaboration with six other authorities — including the National Development and Reform Commission …
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