Metals and Mining

Ghana's Oxide Gold Belt And The Low-Capex Gold Model

Gold Fields, Newmont, and Equinox Gold (merging with Orla Mining) highlight the oxide gold model as a small-cap explorer targets the same playbook in Ghana.

EU Plans New Procurement Rules to Reduce Dependence on Chinese Suppliers

The EU is enforcing new procurement rules to reduce reliance on Chinese manufacturers, impacting key sectors by 2025.

EU Targets Chinese Medical Device Suppliers with New Procurement Measure

The EU's new measure restricts Chinese medical devices from major contracts, reshaping the procurement landscape and enhancing market competition.

Sigma Lithium (NASDAQ: SGML) Posts Record 1Q26 Margins

Sigma Lithium reported record first-quarter margins, with 61% gross margin and 39% EBITDA margin, alongside a 21% reduction in total debt over one year.

Is the EU Planning to Enforce Supply Chain Diversification?

The EU is set to consider regulations that would require firms to diversify supply chains away from Chinese suppliers, impacting multiple sectors.

Market Analysis on Iran's Military Readiness and Peace Prospects with Israel

Iran's military readiness is rising, impacting peace prospects with Israel and creating shifts in market expectations for conflict.

New US-China Trade Bodies Aim to Restructure Economic Relations

The US-China Board of Trade and the Board of Investment aim to restructure trade ties amid rising tensions, impacting billions in trade.

Impact of Rerouted Shipping on Strait of Hormuz Markets

Market participants react to rerouted shipping away from the Strait of Hormuz, impacting forecasts for maritime traffic normalization.

Samsung Faces Potential Labor Strike That Could Disrupt Global Semiconductor Supply Chains

Samsung is negotiating with its labor union to mitigate a potential strike that threatens global semiconductor supply chains.

Understanding the New US-China Trade Agreement and Its Implications

The US-China trade agreement signals pivotal changes in critical minerals, agriculture, and tariffs, impacting various sectors including cryptocurrency.

Market Insights: Xi Jinping's U.S. Visit and Iran Negotiations Impact

Current market sentiment shows decreased probabilities for Xi Jinping's U.S. visit and China’s Iran negotiations, reflecting ongoing tensions.

Pragmatic Approach: The New US-China Board of Trade Framework

The new US-China Board of Trade framework aims to stabilize trade flows while excluding advanced technology like cutting-edge semiconductors.

Understanding Market Reactions to US-Iran Nuclear Deal Dynamics

The market reflects a 7.5% chance for a US-Iran nuclear deal by May 31, driven by heightened tensions and political developments.

Market Dynamics Amid Escalating Tensions in Iran

The market indicates increased chances of Iranian military action as U.S. and Israeli preparations spark skepticism towards peace with Israel.

UAE Drone Incident Exposes Vulnerabilities in Energy Security

The UAE intercepted drones targeting the Barakah nuclear plant, raising concerns about energy security and potential geopolitical repercussions.