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Metals Market Commentaries
Gold and Silver Surge as Fiscal Credibility Erodes (Sep 8, 2026)
Source: Sprott
Gold and silver surged in August as rising debt, higher term premiums and growing concerns about U.S. ...Full Story

Why gold and silver prices have added $5 trillion in value (Aug 24, 2026)
Source: Yahoo Finance
Gold and silver have surged in August, adding nearly $5 trillion in combined market value, driven by U.S. ...Full Story

Gold Holds Near Three-Month High as Debasement Trade Returns (August 23, 2026)
Source: Yahoo Finance
Gold traded near a three-month high after the U.S. Treasury expanded efforts to lower borrowing costs ...Full Story

Gold and Silver: Looking Beyond the Correction (Aug 6, 2026)
Source: Sprott
After one of the strongest years in decades for precious metals, 2026 has been a year of correction ...Full Story

Gold and the U.S. Dollar Paradox: Cyclical Volatility in a Secular Repricing of Monetary Assets (Jul 10, 2026)
Source: Sprott
Paul Wong, CFA, Market Strategist: As confidence in the U.S. dollar-based monetary system gradually ...Full Story

How the Debt Cycle Favors Gold (Jun 8, 2026)
Source: Sprott
Paul Wong, CFA, Market Strategist: Gold is solidifying its role as a strategic store of value, supported ...Full Story

How gold overtook U.S. Treasurys as number-one reserve asset (Jun 2, 2026)
Source: Morning Star
Gold has overtaken U.S. Treasurys as the world’s largest reserve asset, accounting for about 27% of central ...Full Story

Lawmakers introduce SILVER Act to increase precious metals storage sites in US (May 21, 2026)
Source: Mining.com
U.S. lawmakers have introduced the bipartisan SILVER Act, aimed at expanding precious metals storage ...Full Story

Gold Overtakes Dollar Reserves as Global Trust Shifts (May 7, 2026)
Source: Sprott
Paul Wong, CFA, Market Strategist: Gold is reasserting itself as the world’s preferred neutral reserve ...Full Story

Largest copper, gold, and silver deposit found in the past three decades may change global markets (Apr 25, 2026)
Source: Earth.com
Geologists have identified what is described as the largest copper, gold, and silver deposit discovered in Argentina ...Full Story

Gold Volatility and U.S.-Iran Tensions (Apr 23, 2026)
Source: Sprott
Gold may be facing short-term volatility amid geopolitical tensions, but its long-term outlook remains compelling ...Full Story

Gold and the Hormuz Disruption: A Monetary Stress Test (Apr 9, 2026)
Source: Sprott
Paul Wong, CFA, Market Strategist: The closure of the Strait of Hormuz has turned geopolitical tensions into ...Full Story

Special Report: Why Gold Has Fallen: A Liquidity Story, Not a Broken Thesis (Mar 25, 2026)
Source: Sprott
Paul Wong, CFA, Market Strategist: Gold’s sharp March sell-off isn’t a failure of its safe-haven role. It’s the ...Full Story

Gold Rises Above $5,000 in an Evolving Monetary Regime (Mar 10, 2026)
Source: Sprott
In February, spot gold rose $384.70 per ounce (or 7.86%) to close the month at $5,279.73. It was an all-time monthly ...Full Story

Silver Conference Featuring Maria Smirnova, Sprott CIO (Feb 24, 2026)
Source: Sprott
Maria Smirnova, Sprott Chief Investment Officer, joins James Connor of Bloor Street Capital to discuss Sprott's ...Full Story

The Changing Global Order Is Repricing Gold (Feb 10, 2026)
Source: Sprott
Paul Wong, CFA, Market Strategist: Gold and silver surged to record highs in January before experiencing technically ...Full Story

Metals Post Strong Returns in 2025 (Jan 5, 2026)
Source: Sprott
Metals delivered standout performance in 2025, led by exceptional gains across the precious metals complex ...Full Story

Gold & Silver Outlook 2026 (Dec 31, 2025)
Source: Sprott
Gold and silver delivered standout performance in 2025, driven by record price gains and powerful ...Full Story

Gold Holds Gains as Liquidity Stress Emerges (Dec 5, 2025)
Source: Sprott
Paul Wong, CFA, Market Strategist: Gold reached its highest monthly close in November 2025, driven by fiscal dominance, rising global debt and the ...Full Story

World Gold Council: Gold Outlook 2026 (Dec 4, 2025)
Source: World Gold Council
Gold has had a standout 2025, hitting 50+ all-time highs. Driven by global uncertainty, a weaker U.S. dollar ...Full Story

Silver faces fifth annual supply deficit as industrial demand slumps but investment surges (Nov 17, 2025)
Source: Kitco
Silver is projected to face its fifth consecutive annual supply deficit in 2025, driven by persistent production ...Full Story

The Debasement Trade Broadens Across Precious Metals (Nov 6, 2025)
Source: Sprott
In October, gold closed above $4,000 and silver hit record highs amid growing strategic demand, signaling ...Full Story

Copper and Silver Join Revamped US List of Critical Minerals (Nov 6, 2025)
Source: Bloomberg
The Trump administration has officially added copper and coal to the U.S. list of critical minerals, citing ...Full Story

Platinum and Palladium Are on the Move (Oct 21, 2025)
Source: Sprott
Platinum and palladium prices have surged due to persistent supply deficits. Demand from catalytic converters and ...Full Story

Dips: The Rx for Acrophobia (Oct 8, 2025)
Source: Sprott
With gold and silver reaching new all-time highs, we believe there is still opportunity in both the physical and ...Full Story

Gold Leads as Faith in Fiat Falters (Oct 7, 2025)
Source: Sprott
Gold surged to record highs as fading confidence in fiscal and monetary policy drove investors toward hard ...Full Story

Gold blazes past $3,800 on record run as silver nears fresh peak (Oct 1, 2025)
Source: Reuters
Gold prices surged past $3,900 per ounce, reaching a record high as investors sought safe- haven assets ...Full Story

Gold hits fresh all-time high as U.S. government shutdown dents risk appetite (Oct 1, 2025)
Source: CNBC
Gold prices surged to record highs as the U.S. government entered its first shutdown in nearly seven years, fueling ...Full Story

Metals Mining Resources

2026 Precious Metals Forecast survey (LBMA)

LBMA Annual Report 2025
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Global Top 100 companies - by market capitalisation May 2025 (PWC)

2025 Precious Metals Forecast survey (LBMA)

Global Top 100 companies - by market capitalisation April 2024 (PWC)

2024 Precious Metals Forecast survey (LBMA)

LBMA Annual Report 2024
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Global Top 100 companies - by market capitalisation May 2023 (PWC)

2023 Precious Metals Forecast survey (LBMA)

LBMA Annual Report 2023
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LBMA Annual Report 2022
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Global Top 100 companies by market capitalisation 2022 (PWC)

2022 Precious Metals Forecast survey (LBMA)

LBMA Annual Report 2021
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LBMA Annual Review 2020
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Mine 2021 - Great expectations, seizing tomorrow (PWC)

2021 Precious Metals Forecast survey (LBMA)

Gold and copper price survey : Navigating COVID-19 and beyond December 2020 (PWC)

2020 Precious Metals Forecast survey (LBMA)

Global Top 100 companies by market capitalisation 2021 (PWC)

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