US to allow Nvidia H200 chip exports to China: Semafor

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to dissect rate-cut ...

Gold staged a record-breaking rally in 2025, doubling in value in under two years. We believe that gold’s main drivers, including central bank buying, Fed rate cuts, a weaker ...

Miner and trader Glencore lowered its copper output forecast for next year as production challenges at the Collahuasi mine in Chile continue to weigh on plans to ramp up output, ...

Silver’s strength this year has been underpinned by a combination of factors, including a persistent supply deficit, strong industrial demand thanks to solar – one of the metal’s ...

Central bank buying, fears of fiscal dominance and strong investment demand will drive gold higher in the second half of 2026, while silver is likely to see demand wane in key ...

Copper rose to an all-time high after China set domestic growth as its top economic priority for next year, and amid stockpiling of the metal in the US. The industrial metal ...