-
From mines to markets: how supply constraints a bull market built on scarcity
Gold has recently established a structural floor around $4,000 per ounce, even following a sharp correction from new highs. That persistence signals a definitive change in what underpins the market. The drivers are increasingly structural with mine output growing at its slowest pace in a decade, extraction costs rising, and exploration capital retreating. Together they form a scarcity premium embedded in price stability. Unlike previous cycles defined by liquidity and monetary policy, 2025’s gold market reflects the fundamentals of constrained supply. The world’s largest producers are managing aging deposits and ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
From argusmedia.com|Nov 13, 2025Conversations on the importance of critical minerals to a just energy transition have gained momentum at the UN Cop 30 climate summit, a delegate told Argus. The UK has proposed a ...
From msn.com|Nov 13, 2025|6 commentsCiting worries about inflation and signs of relative stability in the labor market after two U.S. interest rate cuts this year, a growing number of Federal Reserve policymakers ...
From @forexanalytix|Nov 13, 2025|2 comments#US 's BLS will announce new release dates as they become available. -It may take time to fully assess the situation and finalise dates #USD
-
- Newer Stories
From youtube.com/cnbctelevision|Nov 13, 2025|2 commentsRobert Kaplan, Goldman Sachs vice chairman and former Dallas Fed president, joins 'Power Lunch' to discuss what will break the Federal Reserve one way or another, where the ...
From finance.yahoo.com|Nov 13, 2025|1 commentThe number of Americans filing new applications for unemployment benefits eased slightly last week, Haver Analytics estimated on Thursday, pointing to stable labor market ...
From cnbc.com|Nov 13, 2025|4 commentsForeclosure filings climbed again in October, after sitting at historic lows in recent years, according to new data released Thursday. While the numbers are still small, the ...
- Story Stats
- Nov 13, 2025 4:50pm Posted byFundamental Analysis183
- Instrument:
