JPMorgan names critical minerals chief for $1.5T push
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October 13, 2026
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JPMorganChase (NYSE: JPM) has appointed Andrew Frame to lead critical minerals investment efforts under its $1.5-trillion Security and Resiliency Initiative (SRI), placing him at the centre of a push to strengthen US and allied supply chains for materials essential to manufacturing, energy and defence. Frame will oversee the bank’s critical minerals strategy across extraction, refining and processing, identifying investment opportunities …
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AI will not just add copper demand. It could change who sets the price
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October 13, 2026
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Most discussions of artificial intelligence (AI) and copper focus on how many more tonnes of copper data centers will need. It is the right place to start, but it misses what may be the more consequential change. AI is bringing into the copper market a new class of buyer with an unusually high willingness to pay. As these buyers account …
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Palladium Has Quietly Rallied While Gold and Silver Takeover the Headlines
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October 13, 2026
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A 47.3% wipeout in five months, a brief rebound, then another slide: that’s palladium’s 2026 so far. While gold sits above $4,000 and silver trades around $60, this is the precious metal still trying to hold a comeback. Gold and silver have spent October trading near the center of the precious-metals conversation. Palladium has had a far messier year. The …
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