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2 Oct 2024

BREAKING: Oil prices surge back above $70/barrel as investors begin pricing-in potential supply disruptions in the Middle East.

We now have a port strike, rising oil prices, aggressive Fed rate cuts and a china monetary + fiscal package. Could this combination trigger a second wave of inflation?

30 Sep 2024

UBS raises its gold targets

Source: UBS

27 Sep 2024

The world's largest oil exporter is preparing to raise output from December as it resigns itself to lower global prices.

Saudi Arabia is ready to abandon its unofficial price target of $100 a barrel for crude as it prepares to increase output, in a sign that the kingdom is resigned to a period of lower oil prices, according to people familiar with the country’s thinking. The world’s largest oil exporter and seven other members of the Opec+ producer group had been due to unwind long-standing production cuts from the start of October. But a two-month delay sparked speculation over whether the group would ever be able to raise output, with the price of Brent crude, the international benchmark, briefly dropping below $70 this month to its lowest since December 2021. Source: FT >>> https://lnkd.in/eYwDvYcQ

26 Sep 2024

Gold is now trading at 40-year extremes relative to its 200D moving average

Source: BofA, Barchart

25 Sep 2024

UPDATE 🚨: Silver hit the highest price in more than a decade

Source: Barchart

19 Aug 2024

Gold is up 49% since WSJ published this little gem:

Source: @spomboy, WSJ, E.J Antoini

16 Aug 2024

China reported record levels of silver imports.

Source; Tavi Costa, Crescat Capital, Bloomberg

15 Aug 2024

Cobalt is a critical mineral used in numerous commercial, industrial, and military applications.

In recent years, it has gained attention as it is also necessary for batteries used in cell phones, laptops, and electric vehicles (EVs). This graphic by Elements / Visual Capitalist illustrates estimated cobalt production by country in 2023 in metric tons. The data is from the most recent U.S. Geological Survey (USGS) Mineral Commodity Summaries, published in January 2024.

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