Ghana pulled in $11.1B in exports in just four months, with gold alone bringing in $6.8B. Reserves are climbing too. Is this a short-term gold price boost, or the start of a stronger commodity cycle for Ghana?
The Oregon Group has released a new report called “Inside the Accelerating Global Race for Lithium.”
The main takeaway is pretty clear: lithium demand is still expected to grow rapidly over the next 20 years, largely driven by EVs and batteries. But the supply side looks much more complicated.
Given how quickly macro narratives shift, I am curious how people are balancing their portfolios. Gold is traditionally the go-to for wealth preservation, yet the friction of buying it through traditional legacy channels can be a nightmare. I have noticed more movement toward on-chain, tokenized gold for that reason. Is the lack of immediate physical access a dealbreaker for you, or is the mobility enough?
We usually focus on Western utility contracting here, but this new article out of India highlights a massive shift in retail and high-net-worth capital. Indian investors are bypassing their restricted domestic markets and using overseas platforms (LRS) to buy global commodity ETFs like URA (Uranium) and REMX (Rare Earths).
The article calls it a new "supercycle" driven by AI data centers and geopolitical supply concentration. When the second most populous country on earth starts viewing Uranium and Rare Earths as strategic portfolio allocations alongside Gold, the total addressable market for these assets expands exponentially. For those of us holding xU3O8 or RARE, this kind of global retail awakening is the exact catalyst needed to drain the remaining liquidity from the physical markets. Does this global retail push change anyone's timeline for the peak of the squeeze?
The highly anticipated US-China summit just wrapped up, and despite the positive PR spin, Trump left Beijing without securing a concrete agreement on rare earth exports. Shipments of critical metals like dysprosium and terbium are still down roughly 50% year-over-year due to Beijing's licensing delays and export controls.
China knows they control 90% of the refining capacity, and they are actively weaponizing it. If Western defense and tech supply chains cannot rely on diplomatic truces to secure their raw materials, the premium on fully refined, physical metals is going to skyrocket. Are we about to see aerospace and EV manufacturers start panic-buying on the open market to build emergency stockpiles?
Gold, uranium, hafnium, neodymium, rhenium, indium, and more.
Metals.io is bringing physically backed tokenized metals to Tezos, with near-instant settlement and no broker required.
Interesting one for anyone watching RWAs, commodities, AI materials, and clean energy supply chains.
It feels like we are in a unique cycle where the usual correlations are breaking down. Gold holding up despite persistent rate pressure suggests a long-term defensive play by institutions. Tokenization is starting to make this asset much more liquid for regular portfolios, which might change how these markets trade long term. What is your take on the current price discovery in gold markets?
Despite the US desperately trying to secure non-Chinese supply chains for critical minerals (like Neodymium, Praseodymium, and Dysprosium), Brazil's president explicitly stated they are open to investment from "whoever wants to participate", including China.
Brazil holds the second-largest reserves of rare earths globally. While the US just tried to secure a $2.8 billion deal for the Serra Verde mine, that transaction is now tied up in the Brazilian Supreme Court over "national interest" concerns.