Gold Past US$4,000/oz as the Precious-Metals Rally Hits a Critical Juncture

Digital illustration showing gold and silver bars, a dollar coin, and an upward arrow symbolizing price volatility and investor sentiment in the precious metals market.

The precious-metals market has entered one of its most volatile phases in years. After a stunning surge that saw gold break through the symbolic US$4,000 per ounce mark and silver hit multi-decade highs, both metals have entered a sharp correction phase — prompting investors to ask: Is this the start of a long-overdue reset or […]

Q3 2025 Lithium Market: Glut Persists Despite Demand Growth

Symbolic illustration showing lithium batteries, coins, and upward arrows representing growth and volatility in the lithium market.

The lithium market — once the star of the energy transition — is showing renewed signs of volatility heading into late 2025. Despite record-breaking electric vehicle (EV) deliveries and growing grid-scale storage projects, lithium prices have failed to sustain their early-year momentum. Benchmark lithium carbonate ended Q3 2025 around US$11,185 per tonne, down from nearly […]

Potash Fertiliser Defaults Delay as India Eyes Russian Plant to Secure Supply

A symbolic illustration showing a potash fertilizer bag beside an industrial pipeline with the Russian flag and a downward red arrow indicating market volatility.

As global fertiliser markets struggle with price volatility and geopolitical friction, India — one of the world’s largest agricultural economies — is taking matters into its own hands. Reports from Organiser and The Economic Times reveal that Indian fertiliser companies are planning to build a urea production facility in Russia, a move designed to safeguard […]

LME Zinc Contracts Face Historic Squeeze as Warehouses Run Bare

A symbolic illustration showing a zinc barrel being compressed by a metal clamp, representing market pressure and supply shortage.

The zinc market has erupted into one of the most dramatic commodity squeezes in years — a situation that’s sending shockwaves through trading desks, metal producers, and investors worldwide. With inventories at the London Metal Exchange (LME) plunging to just 35,300 tonnes, enough to cover barely a day of global consumption, traders are facing unprecedented […]

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