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Supply & Demand

Supply & Demand

Mining output, refinery data, ETF flows and physical demand trends across precious metals markets.

85 articles

Latest Supply & Demand articles

Gold ETF Demand Craters 73% - But Price Holds Firm
Supply & Demand

Gold ETF Demand Craters 73% - But Price Holds Firm

A massive collapse in gold ETF inflows has done almost nothing to dent a metal still trading above $4,600, revealing just how much the demand picture has shifted away from Western financial products.

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Gold Miners Print Record Profits - But Shares Lag
Supply & Demand

Gold Miners Print Record Profits - But Shares Lag

Endeavour Mining's record Q1 EBITDA and free cash flow underscore how gold above $4,600 is transforming producer economics - yet mining equities remain stubbornly discounted to the metal itself.

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Kinross Rides Gold's Surge With Record Cash Streak
Supply & Demand

Kinross Rides Gold's Surge With Record Cash Streak

Four consecutive quarters of record free cash flow at Kinross Gold underscore how elevated gold prices are transforming miner balance sheets - and what that means for shareholder returns across the.

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Gold Explorers Eye Saskatchewan as Drill Hits
Supply & Demand

Gold Explorers Eye Saskatchewan as Drill Hits

High-grade gold assays from a former Cameco property in Saskatchewan's La Ronge Gold Belt are drawing fresh attention to an underexplored Canadian jurisdiction - just as gold holds above $4,600.

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Silver Slides as ETF Outflows Flash Warning Before Fed
Supply & Demand

Silver Slides as ETF Outflows Flash Warning Before Fed

Silver has shed over 4% this week as investors pull capital from the flagship SLV ETF ahead of a pivotal FOMC decision, raising questions about whether the metal's 2026 rally is running out of.

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Gold Explorers Cash In as Guiana Shield Heats Up
Supply & Demand

Gold Explorers Cash In as Guiana Shield Heats Up

With gold near $4,900, La Mancha's fresh investment in Greenheart Gold signals that serious capital is now chasing early-stage exploration in Suriname's underexplored Guiana Shield.

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Gold Faces India Import Freeze - A Supply Shock Brewing
Supply & Demand

Gold Faces India Import Freeze - A Supply Shock Brewing

Indian banks have stopped importing gold and silver amid a regulatory clearance bottleneck, threatening to choke off supply to the world's second-largest consumer at a critical moment for prices.

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Gold Mine Restart at $1,598 AISC - A Gift at $4,800
Supply & Demand

Gold Mine Restart at $1,598 AISC - A Gift at $4,800

A shuttered Nova Scotia gold mine holding an estimated $86 million in recoverable gold is moving toward restart, and with spot prices three times the projected all-in sustaining cost, the economics.

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Gold Supply Risk Rises as Newmont Halts Cadia
Supply & Demand

Gold Supply Risk Rises as Newmont Halts Cadia

Newmont's decision to suspend operations at its flagship Cadia gold mine in Australia following an earthquake introduces a fresh supply uncertainty into a gold market already trading near $4,800 and.

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