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The situation on the forex market continues to develop with my previous comments. But – as you also read previously – the big impact on gold (and mining stock) prices can be delayed until the markets are more certain that the rallies are not accidental. That’s what we saw in 2022, but since I wrote about it in greater detail yesterday, I don’t want to ...
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The energy transition won’t come cheap. Most of the investment in the transformation to a low-carbon energy system will be debt-financed, whether the US$52 trillion we project in our base case over the next three decades or the US$75 trillion to deliver net zero. So how will higher interest rates affect investment across the energy and metals and mining ...