The price of gold has retreated from its January high. Gold had an incredible 2025, rallying about 72% and setting multiple all-time highs. The last of those highs came in late January of this year, after the price of the precious metal surged past the $5,000 mark and came within a few dollars of $5,600. But gold has lost some …
Continue ReadingLithium investors are asking the wrong question about battery substitution. For years, the industry has debated whether a breakthrough technology would dethrone lithium as the cornerstone of the energy transition, but the more immediate threat is less dramatic and potentially more damaging: alternative battery chemistries are beginning to cap demand growth in some of the market’s fastest-growing segments, threatening future …
Continue ReadingIt is a well-documented fact that the possession of resources has significantly governed power structures. It is a well-documented fact that the possession of resources has significantly governed power structures. The early colonisation of distant lands for control over vital land resources and labor to today’s quests to maintain energy and mineral resource hegemony are telling of a specific pattern: …
Continue ReadingCompare risk profiles, income potential, and fund structures to see how these two popular precious metals ETFs stack up for different investor goals. Precious metal shave been one of the market’s hottest sectors the past year. The iShares Silver Trust (SLV+0.68%) provides direct exposure to silver prices, whereas Sprott Gold Miners ETF (SGDM+0.15%) targets the equity of companies mining gold, leading to different risk-return profiles and …
Continue ReadingWhy Investment Demand, Not Mining Fundamentals, Drives Platinum Prices Commodity markets are often analysed through the lens of physical supply and demand: how much material is being mined, how much is being recycled, and how much industry requires. For most raw materials, this framework tells most of the story. However, platinum ETF investment demand and price rise dynamics behave differently, …
Continue ReadingGold’s price hit a record high of nearly $5,600 per troy ounce in January. It’s pulled back to about $4,500 as of this writing, but it’s still more than doubled since the end of 2023. The Federal Reserve’s six consecutive rate cuts in 2024 and 2025, which reduced its benchmark rate from 4.75%-5.00% to 3.50%-3.75%, drove gold higher by weakening …
Continue ReadingWhile gold and silver have historically commanded the spotlight during commodities rallies, offering investors solid inflation hedges, copper has been outshining both these precious metals in the era of artificial intelligence (AI). Driven by unprecedented industrial demand, the S&P GSCI Copper index has surged by an impressive 11% year to date, outpacing the S&P GSCI Silver index’s rally of nearly …
Continue ReadingPrecious metals like gold and silver have given up a chunk of their 2025 gains. Silver is a precious metal just like gold and platinum, except it’s far more abundant and more widely used in industrial applications. In fact, around half the annual supply of silver is purchased by manufacturers of electronics, alloys, and more. The price of an ounce …
Continue ReadingVettaFi’s Head of Research Todd Rosenbluth discussed the Sprott Rare Earths Ex-China ETF (REXC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Continue ReadingSpot silver is trading at $73.98 U.S. and gold is also down at $4,497.10 Following the May 15 surge highlighted in the original InvestorIdeas article-where ZSL (ProShares UltraShort Silver) rose ~15.8% and JDST (Direxion Daily Junior Gold Miners Index Bear 2X) climbed ~13.2% amid sharp pullbacks in silver and junior mining equities-these inverse leveraged products have seen additional strength today. ProShares …
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