The West’s Rare Earth Comeback Has Finally Begun

Beijing is now desperately attempting to bring rare earth manufacturing back inside its own borders, exclusively. New Chinese export restrictions specifically target American plans to begin the country’s first commercial production of rare earth magnet materials by 2027.  Companies mentioned in today’s commentary includes:  Realloys Inc. (ALOY), NioCorp Developments Ltd. (NASDAQ: NB), Perpetua Resources Corp. (NASDAQ: PPTA), USA Rare Earth, Inc. (NASDAQ: USAR), Comstock Inc. (NYSE American: LODE), Uranium Energy Corp. (NYSE …

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Gold Holds Firm as Chinese Demand Strengthens While Silver Awaits Its Next Catalyst

Chinese Gold Imports Set to Top Last Year as Hong Kong Expands Vault Capacity While John Paulson Calls Gold a Long-Term Bull Market Precious metals posted modest weekly gains, with spot gold closing at $4,055/oz and spot silver price finishing at $58.11/oz, while the gold-to-silver ratio rose to 69:1, signaling gold modestly outperformed silver during the week. Investor John Paulson remains firmly …

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Copper supply may face 25% deficit by 2035 despite record prices: IEA

Global primary copper supply could face a 25 per cent deficit by 2035 despite copper prices reaching record highs, as the pace of new project development remains inadequate, according to a report by the International Energy Agency (IEA). The report said copper is one of the most strategically important metals and is widely used across sectors such as energy, transport, …

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Japan finds heavy rare earths dominate seabed deposit

Japan said on Friday that medium and heavy rare earth elements accounted for about 54% of the rare earth content in deep-sea mud recovered off a remote Pacific island, bolstering its push to secure domestic supplies of critical minerals as China tightens export controls. The government-backed mining vessel Chikyu recovered about 50 tonnes of mud during a month-long mission completed in February near Minamitori …

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The world’s new strategic resource: How critical minerals will power the future

Powering everything from electric vehicles and artificial intelligence to advanced defence systems, critical minerals are fast becoming the world’s new strategic resource. As geopolitical tensions intensify and supply chains become increasingly concentrated, access to these minerals is emerging as a defining economic and national security challenge of the 21st century. In its latest Sustainability Research Paper, the Al-Attiyah Foundation examines …

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Lithium Prices Sink To Five-Month Lows Amid Oversupply Jitters

Lithium prices have sunk to a five-month low as the return of previously idled mine capacity triggered fears of a massive market oversupply. Lithium prices on the Guangzhou Futures Exchange (GFEX), the most active lithium carbonate contract, fell to 136,800 yuan ($20,210) per tonne on Wednesday, nearly 30% below their multi-year highs reached in mid-May. The sharp pricing downturn is linked to …

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Central bank gold demand to surge as 89% expect global reserve growth: World Gold Council

Broader portfolio diversification efforts, gold’s strong performance during crises, and potential to protect against geopolitical risks drive demand, according to recent survey. The World Gold Council’s recent survey found that 89% of reserve managers expect that global central bank gold reserves will continue to grow over the next 12 months. The survey showed that strong gold demand from central banks …

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Zinc expected to retreat in 2026 as weak demand offsets supply fears

Zinc prices are expected to retreat from recent highs over the rest of the year as lacklustre demand offsets supply disruptions, analysts say. The metal used to galvanise steel is up more than 13% on the London Metal Exchange in 2026 due to tight ore supply and smelter production losses. Outperforming copper, aluminium, lead and nickel, zinc last month climbed to its highest in almost four years at $3 658 per metric …

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Goldman Sachs Says Central Bank Gold Buying Provides Price Floor

Gold prices remain under pressure from elevated US bond yields, but Goldman Sachs believes robust central bank demand should prevent any sustained sell-off, providing a solid floor for the precious metal despite near-term headwinds. The Gold price in US Dollars (XAU/USD) traded around $4,300 on Tuesday after retreating from recent highs, as stronger US economic data and higher Treasury yields weighed on …

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