Platinum has emerged as one of the best-performing commodities in 2025, with prices surging over 47%. Beyond speculative investments, intensifying shortages have driven the interest, raising concerns from both industrial supply chains and financial markets. Tight physical availability, soaring lease rates, and uneven geographic stockpiles have forced refiners, automakers, and traders into a scramble for […]

Surging bullion prices are strengthening the miners’ finances and driving questions about capital deployments. As the leading financial institutions don’t expect the gold to lose its luster anytime soon, the latest commentary suggests potential mergers and acquisitions volatility if cash remains sitting on balance sheets. According to Surbiton Associates, companies like Northern Star Resources (OTCPK: […]

Demand for rare earth elements (REEs) is expected to surge over the coming years as their role in the green energy transition becomes increasingly impossible to ignore. Around 20% of REEs account for 80% of their market value, demonstrating the Pareto principle and the 80-20 distribution once again. According to the latest McKinsey study, “Global […]

The Pebble Mine project in Alaska has entered 2025 with a “renewed sense of optimism. “After being blocked by the Biden administration due to environmental concerns, a change of administration has reignited hopes for its advancement. In a letter to shareholders, Ron Thiessen, CEO of Northern Dynasty Minerals (AMEX:NAK), the project’s owner, noted the shifting […]

Anglo American (OTC:AAUKF) has agreed to sell its Australian steelmaking coal portfolio to Peabody Energy (NYSE:BTU) for up to $3.8 billion. The sale marks another step toward future-facing commodities, following the $1.1 billion sale of its stake in the Jellinbah Group earlier this month. “We’re pleased to acquire these world-class assets from Anglo American, a […]