Geopolitics
Gold breakout rally sends Chinese bullion stocks near record highs - South China Morning Post
Gold breakout rally sends Chinese bullion stocks near record highs - South China Morning Post
Denarius Prime
Energy
Libya Weighs Force Majeure After Drone Attacks on Zawiya Oil Hub
Libya’s National Oil Corporation may declare force majeure on exports from the Zawya oil terminal as a result of drone attacks on the facility. The Zawya terminal has a daily capacity of 120,000 barrels, sourced from the country’s largest oil field, Sharara, which can produce up to 300,000 barrels d
Energy
Adnoc Gas Exploring New LNG Export Plant to Avoid Hormuz Strait - Bloomberg.com
Adnoc Gas Exploring New LNG Export Plant to Avoid Hormuz Strait - Bloomberg.com
Markets
Five catalysts combine to create ‘one of the more compelling upside setups we have seen in precious metals’ – Citadel Securities’ Rubner - KITCO
Five catalysts combine to create ‘one of the more compelling upside setups we have seen in precious metals’ – Citadel Securities’ Rubner - KITCO
Markets
Price correction ‘improved the long-term risk-reward profile’ for both gold and silver – Sprott’s Smirnova - KITCO
Price correction ‘improved the long-term risk-reward profile’ for both gold and silver – Sprott’s Smirnova - KITCO
Markets
Barrick and Newmont gold mining truce clears way for IPO - Financial Times
Barrick and Newmont gold mining truce clears way for IPO - Financial Times
macro
How Government Corruption Turned Iran’s Oil Wealth Into A Chain Of Economic And Institutional Crises - OpEd - Eurasia Review
How Government Corruption Turned Iran’s Oil Wealth Into A Chain Of Economic And Institutional Crises - OpEd - Eurasia Review
Energy
The Hormuz Shock Is Far From Over
The latest Bloomberg data show that shipping transits through the Strait of Hormuz remained largely disrupted Monday morning, even as Iran and Oman reportedly moved closer to a deal. Brent crude futures traded near $85 a barrel as markets priced in the possibility that a deal to reopen the maritime
opinion
The Alchemy of Wealth Taxation
California’s proposed billionaire wealth tax is being sold to voters as a way to replenish the state’s tax coffers with billions of new dollars. What it actually will do is to end the vital capital investment that has driven California’s economy for decades.
Markets
Gold softens, silver firms as CPI week tests Fed repricing - Kitco AM Report - KITCO
Gold softens, silver firms as CPI week tests Fed repricing - Kitco AM Report - KITCO
Energy
The Hormuz Crisis Has Forever Changed the Economics of Energy Security
Complex systems reveal their true characteristics only under stress. Disturbance exposes assumptions that routine operation conceals and becomes the catalyst for adaptation. Capital reassesses risk, governments reconsider policy, and markets establish a new equilibrium. The resulting system may ulti
Markets
Gold could reclaim $5,000/oz in two years, prices could gain 9% in 2026 - Catalyst Funds’ Miller - KITCO
Gold could reclaim $5,000/oz in two years, prices could gain 9% in 2026 - Catalyst Funds’ Miller - KITCO