Mining output, refinery data, ETF flows and physical demand trends across precious metals markets.
86 articles · Page 6 of 8
With gold holding above $5,100 an ounce, the Royal Mint's industrial-scale recovery of precious metals from discarded electronics is shifting from novelty to genuine supply-side factor.
High-grade drill results from Luca Mining's Tahuehueto project underscore how $5,000-plus gold is turning marginal exploration targets into potential mine-life extenders - and why supply-side stories.
With gold hovering above $5,150, the world's two largest physical markets are diverging sharply - Indian buyers are balking at record prices while Chinese demand remains surprisingly resilient.
Stranded gold inventories in Dubai are trading at steep discounts even as spot prices hover near $5,160 - a rare dislocation that signals deepening stress in physical supply chains.
A $1.2 billion wave of capital into GLD and a surging XAU index suggest institutional conviction in gold is strengthening - even as the spot price retreats nearly 4% on the week.
Resolute Mining's resource and reserve additions in Côte d'Ivoire signal a broader push by mid-tier producers to lock in supply growth while gold trades above $5,000.
Central bank gold purchases plunged 80% in January to just 5 tonnes, yet gold sits above $5,100 - a divergence that reveals how dramatically the demand picture has shifted.
With gold holding above $5,200 an ounce, US GoldMining's Whistler project in Alaska just posted economics that would have been fantasy two years ago - and the stock surged accordingly.
Western governments are racing to replicate China's stranglehold on critical mineral processing - and the resulting supply chain upheaval is already feeding into precious metals' historic rally.
China's net gold imports through Hong Kong jumped nearly 69% in January, signaling a powerful resurgence in physical demand from the world's largest consumer just as gold trades above $5,200.
The world's top 10 gold producers are swimming in cash as gold trades above $5,100/oz, yet aggregate production growth remains stubbornly flat - a supply constraint that could keep prices elevated.
Escalating security risks across Mexico's key mining states are putting a quarter of global silver production in jeopardy, just as the metal trades 14% off its monthly highs.