Mining

The near-universal refusal to lend silver, except at rates approximately 600 times above the average, suggests the occurrence of a major short squeeze.

The prices of gold and silver have just set new historical records, confirming the monetary regime shift that major global investors have been anticipating for several years.

In June 2025, the Chinese government took measures to encourage mining production, its financing, refining, and recovery. The most effective lever for achieving these objectives is to revalue the price of precious metals.

To function, a gold standard would require a far higher price than today. Will Donald Trump, willingly or not, help China and Russia rebuild the international monetary system? The answer could come within weeks — or months at most.

China, the world’s largest gold producer and consumer—and the second-largest silver producer—has unveiled a national strategy to boost precious metals mining. To implement this policy , there is only one way: Let the prices of gold and silver rise by making the mechanism of "supply and demand" wo...

While gold has been the big winner in recent years, many other metals are now becoming increasingly scarce: silver, platinum, copper and others. This trend is based on both persistent tensions on the supply side and structurally high demand.

In a stagflationary environment — marked by sluggish growth, persistent inflation and growing consumer unease — the yellow metal is once again playing its role as a safe-haven asset.

It is very likely that the bond crash will cause a sharp correction in stock markets. This massive destruction of the money supply will sweep away everything in its path. Mining stocks, in particular, are likely to be heavily impacted by the coming credit crunch. Therefore, investments in physica...

With nearly 80% of the metal supply coming from mining, the cost of production appears to be the determining variable in market valuation. This cost conditions the profitability of mining companies, influences the metal's floor price and can even affect the decisions of investors and central bank...

Gold has played an increasingly important role in the international financial system. To better understand this dynamic and its implications, we turned to macro strategist Tavi Costa, focussing on the main forces driving the gold and silver markets today.