Spot silver is near $64 after a sharp pullback from January highs. The spread over all-in sustaining costs is still wide. That cash is now showing up as dividends, buybacks, and stronger balance sheets not as a promise that the price cannot fall. ...Read More
Jefferies, Goldman Sachs, and Stifel just put a Western tungsten producer on the institutional map. Investors who want the arsenal-elements theme have to start with metal that can ship. ...Read More
UBS still uses $75 as a 2027 waypoint on a path it already cut from earlier $85 targets. Trump and Xi extended a tariff truce. They did not rewrite silver's rate problem. ...Read More
XAG/USD held the mid-$66s earlier this week, then gave way with gold. The bounce toward $65 leaves $66.50 as the line bulls still have to recapture. ...Read More
Higher Treasury yields and rising October hike odds pulled gold off $4,350. The next move depends on whether real yields stay elevated. ...Read More
Higher U.S. yields and a rising dollar stopped platinum's bounce below $1,900. The metal's next move depends on whether $1,700 holds while markets price another Fed hike. ...Read More
A 2026 shortage pulled Bank of America's $4,000-a-tonne target forward. The next question is whether new pots in Indonesia, extra Chinese metal and repaired Gulf smelters can flood the market in 2027. ...Read More
Washington did not open a rare-earth pit this week. It made it harder for rival money to buy one. That is the only shift that matters for investors. ...Read More
Washington's own historians record how American power once helped force Canada into being a country. That fact explains Canadian nerves. It does not justify treating a U.S. attack as a public war plan. ...Read More
Available metal outside the United States is scarce. That squeeze not the headline pile in COMEX sheds is what still supports prices, miner cash flow, and the 2026 copper outlook. ...Read More
"Tail risk" is how a banker talks when he wants the file closed. Canada needed a neighbour. It got a stress test. ...Read More
The bank did not drop the long-term target. It delayed the climb. That is the whole revision. ...Read More
Canada smelts the metal. America rolls the coil. The tariff hits the can. That is the supply-chain story investors should price. ...Read More
The Swiss bank's case is not a new solar boom. It is gold's bid, a tight correlation, and a $70 year-end marker that still sits above a softer tape. ...Read More
The first hike of the Warsh Fed hurt gold for a day. The rebound toward $4,400 is the real signal. The opportunity is whether the metal can live with higher rates. ...Read More
McKay's case is flows, not a friendly Fed. Treat $5,000 as a 2027 path, not a week's target. ...Read More
Cerrej?n's sixth attack of 2026 did not stop the shovel. It stopped the 150-kilometre line to Puerto Bol?var. Price the corridor, not the pit. ...Read More
Trump is the slogan. A short campaign over a divided opposition is the trade. Do not pay for a settled province. ...Read More
A fractured right cannot clear land risk. That is the investor file, not the podcast score-settling. ...Read More
Lavish and Doomberg say we are in a new regime. The 60/40 world is dead. Europe is short distillate. The bid that matters is the one that still buys energy. ...Read More