Gold's True Value: Central Banks, Geopolitics, Mining Reality
Central banks continue accumulating physical gold, increasing reserves by 3% in Q1 2026.
Copper Market Disconnect: Geopolitics, Mining Reality, Supply Chain
Copper prices rose despite US strikes on Iran, highlighting a market disconnect from physical supply chain realities.
Oil Prices Climb Amid Middle East Tensions, Market Shows Resilience
Major indices saw mixed performance as renewed Middle East friction pushed oil prices higher.
Hormuz Tensions: Estonia's Pledge Impacts Energy, Shipping, Defense
Geopolitical tensions in the Strait of Hormuz are driving up shipping costs and defense spending.
Geopolitical Tremors Shake Oil Markets: Hormuz Chokepoint Critical
US equity futures declined as President Trump declared a ceasefire with Iran over, impacting 80 sites.
Gold's True Cost: Mining Reality, Market Speculation, Geopolitical
Market speculation often overlooks gold's immense physical extraction cost.
Geopolitical Tensions Escalate, Oil Prices Surge, Asian Stocks Fall
US airstrikes in Iran led to the revocation of an oil waiver, causing Brent crude to jump significantly.
Strait of Hormuz Incident: LNG Carrier Struck, Energy Markets Jolt
An LNG carrier was struck near the Omani coast, causing Brent crude and natural gas prices to climb.
Global Oil Supply: Hormuz Chokepoint, OPEC, SPR Reality
Physical oil logistics and geopolitical realities often diverge from speculative paper markets.
Oil Logistics Triumph Over Geopolitics in Hormuz Strait
A reclusive tycoon profited immensely from the Strait of Hormuz shutdown with his tanker fleet.