Bullion rally has legs, Scotiabank says
Sustained central bank buying, heightened geopolitical uncertainty and rising investor flows into exchange traded funds are some of the main factors that could keep propelling gold higher over the coming…
Russia and Central Asia
Ex-prince suggested uranium plays to Epstein: BBC
A confidential U.K. government briefing forwarded by former trade envoy Andrew Mountbatten-Windsor to Jeffrey Epstein in 2010 highlighted uranium among several “high value” mineral opportunities in Afghanistan’s Helmand province, according…
JP Morgan sees $5.50 copper, deficit worsening
J.P. Morgan has raised its long-term copper price forecast by 9.1% due to widening structural supply deficits and sharply higher capital costs that will require massive investment in new mine…
Uranium market gathers momentum in 2026: Sprott
The global uranium market entered 2026 with strong momentum, with spot prices surging by about a quarter in January to above $100 per lb. for the first time in two…
Sprott uranium buying hits milestone
It’s retail therapy this quarter for the Sprott Physical Uranium Trust (TSX: U.U for USD; U.UN for CAD) which this week bought 250,000 lb. of uranium oxide (U3O8) as part…
Fitch Solutions’ BMI boosts industrial metals forecasts
Analysts at Fitch Solutions’ BMI have lifted their price forecasts for industrial metals to reflect the speculative momentum in the sector as well as strong market fundamentals and macroeconomic forces….
Macro forces driving metals jump still intact: Jefferies
Gold’s sharp pullback last week may have handed investors a new entry point into mining equities because wider economic forces driving the recent “metals melt-up” remain intact, Jefferies argues in…
Kazatomprom plans 9% uranium output rise this year
Kazatomprom (LSE: KAP), the world’s top uranium producer, forecasts output will rise about 9% to 71.5 to 75.4 million lb. this year compared to last year. The increase is mostly…
Uranium entering multi-year bull market: report
The global uranium market is entering a “tipping point” where sustained demand for the energy fuel and supply constraints could lead to a significant price rally in the coming years,…
ERG earmarks $1B for Kazakhstan operations
Eurasian Resources Group (ERG) plans to invest more than $1 billion in its mining and metallurgical assets in Kazakhstan, the largest investment in ERG’s projects in the Central Asian country…
Goldman boosts year-end gold price forecast to $5,400
Goldman Sachs has lifted its year-end forecast for gold to $5,400 (C$7,542) per oz. to reflect the yellow metal’s growing appeal among private-sector investors. In a note published Wednesday, the…
US awards $2.7B in uranium enrichment orders
The United States Department of Energy awarded contracts worth $2.7 billion (C$3.7 billion) to three companies in a bid to boost domestic uranium enrichment capacity over the next decade and…