Silver Suffers Sharp Pull-Back After Record Highs — Is This Just the Reset?
After weeks of relentless momentum that pushed silver to record highs above US $54 per ounce, the precious metal has finally cooled — but investors are asking whether this is the end of the rally or merely a healthy reset. Spot silver fell over 7–8%, settling near US $48.30/oz as profit-taking swept through commodity markets […]
Massive U.S.-Backed Funding Surge Targets Graphite Supply-Chain Independence
Global investors are taking notice as the United States ramps up its efforts to secure critical minerals for the clean energy transition. In one of the most significant developments this quarter, Australian graphite developer Graphinex has received a US $860 million (A$1.32 billion) letter of intent from the Export-Import Bank of the United States (EXIM) […]
China Tightens Rare-Earth Export Controls, Sparking Supply-Chain Alarm
China’s latest move to tighten export controls on rare-earth elements (REEs) and associated technologies has sent fresh shockwaves through global supply chains. The decision, which broadens restrictions on heavy rare-earths and magnet-making equipment, comes as the world leans ever more heavily on materials essential for electric vehicles, defense systems, and renewable energy technologies. For investors, […]
Silver Rallies Amid Festival Demand, Then Faces Sharp Pull-Back
Silver’s recent rally may have glittered, but it’s proving just as quick to fade. In India, the white metal soared to a record ₹170,415 per kilogram on the Multi Commodity Exchange (MCX) in mid-October — a staggering ~20% gain this month alone, according to The Times of India. The rally, fueled by robust festival-season demand […]
Nickel Market Stuck in Oversupply: Prices Hover Near Five-Year Lows
Nickel, once hailed as a cornerstone of the green energy transition, is facing a deep chill. Prices are now lingering around US $15,000 per tonne, their lowest in nearly five years, according to Trading Economics and TradingView data. For a metal that was supposed to benefit from the electric vehicle (EV) revolution, this stagnation is […]
