Silver

Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to $87.4 billion by March 2026, according to Reuters. Investors put $8.24 billion into mining in Q1...

US critical minerals price floor system takes shape

📌 Key Takeaways US agencies say they’ve built a “sophisticated” critical minerals price floor system and are pitching it to allies to unlock private investment. The...

The $2.7 Trillion Rearmament Cycle: How Military Demand Is Squeezing the Silver Market

⛏️  Silver is now a precious, industrial — and critical metal. Global military expenditure reached $2.718 trillion in 2024, an increase of 9.4% from 2023,...

Mining Stocks Lead Global Markets as MSCI Metals Index Rallies Nearly 90%, Beating Tech and Banks

📌 Key Takeaways The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.  AI...

Silver Mining Stocks: Fundamentals Over Parabolic Hype

📌 Key Takeaways Market Reset: The January 2026 silver "crash" from $121/oz to the $75–$80 range has flushed out speculative froth, restoring a valuation floor...

Energy Transition Investment Heads for $3 Trillion a Year But Minerals are the Constraint

📌 Key Takeaways BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025. Global energy transition investment hit a record...

Mexico’s Silver Sector Glitters Amid Demand Boom and Policy Shift

📌 Key Takeaways: Top Producer Under Pressure: Mexico is the world’s largest silver producer, accounting for ~24% of global mine output. Surging Demand, Supply Squeeze: The...

Silver Price Outlook 2026: Record Rally Amid Supply Deficit and Demand Boom

📌  Key Takeaways Surging Prices: The silver price ended 2025 above $65/oz (a 120% year-to-date gain), far outpacing gold’s 64% rise. Structural Supply Deficit: 2025 will...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...

Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...

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Indonesia Considers Major Nickel Mining Cuts in Bid to Lift Prices

Indonesia—the world’s nickel powerhouse, supplying over half of global...