Commodities Report: Silver futures | 2026-04-21 23:00 UTC [KJTZ] | Unstable | unstable

More on this

1. https://www.mining.com/liberty-star-expands-arizona-footprint-with-new-claims-now-largest-non-major-holding/ - Liberty Star Minerals announced the staking of 13 new mineral exploration permits in Arizona, increasing its total mineralized footprint to approximately 45 square miles. This expansion consolidates the company's position as the largest non-major holding in the state within the Tombstone Mining District. The new claims cover targets including Earp Ridge Mines and Red Rock Mines, focusing on gold, copper, molybdenum, and critical minerals. The company aims to attract a mining partner to execute its strategic plan.
2. https://www.miningnewsnorth.com/story/2026/04/24/news-nuggets/valhalla-signs-transformative-deal-with-teck/9638.html - Valhalla Metals Inc. announced on April 21, 2026, that it has acquired full ownership of the Smucker copper-zinc-lead-silver project in Alaska's Ambler Mining District. In exchange, Teck Resources Ltd. received a 35% equity stake in Valhalla. The deal also includes a 2% net smelter returns royalty for Teck and an investor rights agreement granting Teck board representation. This transaction provides Valhalla with scale to develop the district, while Teck secures potential future concentrate sources for its planned Anglo Teck merger.
3. https://mining.com.au/j2-metals-completes-twenty-mile-spin-out/ - J2 Metals has completed a plan of arrangement to spin out its Twenty Mile Metals subsidiary, which holds the Twenty Mile Project in British Columbia, Canada. Shareholders received one new share of the spun-out company for each J2 share held, with the transaction expected to occur on 30 April 2026. The arrangement included a private placement to raise C$500,000. J2 Metals remains focused on advancing its Napoleon and Miniac properties in Mexico, Quebec, and Alaska.
4. https://goldsilver.com/industry-news/article/tariff-refunds-dollar-weakness-the-ai-bust-golds-case/ - Gold prices have increased 43% year-over-year driven by structural tailwinds including US tariff refunds, a weakening dollar, and lack of AI productivity gains. The US government refunded $166 billion in tariffs to businesses, while Apple's leadership change may end its buyback era. Canada's new government aims to reduce US trade exposure, and a lack of AI productivity growth suggests inflation may remain sticky, supporting gold as a hedge.
5. https://rollingout.com/2026/04/21/silver-prices-are-sliding-kevin-warsh/ - Silver prices retreated approximately 1.9 percent to trade near $78.20 per troy ounce amid cautious investor sentiment ahead of the Senate Banking Committee confirmation hearing for Federal Reserve nominee Kevin Warsh. The decline was compounded by strong U.S. retail sales data of 1.7 percent in March, which reinforced dollar strength and dampened expectations for immediate interest rate cuts. While geopolitical tensions eased with reports of potential diplomatic talks between Iran and the United States, this development provided insufficient relief to offset market anxiety regarding Warsh's potential alignment with the White House on monetary policy. Investors remain concerned that a lack of Fed independence could negatively impact precious metals.
6. https://www.columbian.com/news/2026/apr/21/fed-nominee-pledges-inflation-fight-even-as-trump-renews-demands-for-rate-cuts-that-could-worsen-it/ - Kevin Warsh, Donald Trump's nominee to lead the Federal Reserve, pledged to combat inflation during a hearing on Tuesday. This stance contrasts with President Trump's renewed demands for interest rate cuts, which Warsh indicated could exacerbate inflationary pressures. The comments highlight the challenges Warsh faces in replacing current Fed chair Jerome Powell.
7. https://bitcoinworld.co.in/silver-price-analysis-trendline-break/ - Global silver markets experienced a sharp sell-off as the spot price decisively broke below a crucial multi-month ascending trendline. This technical breakdown, observed across major exchanges including New York and London, has triggered algorithmic selling and activated sell orders. Analysts now project a potential decline towards the $70 per ounce level. The move is supported by a strong U.S. Dollar Index, restrictive monetary policy from the Federal Reserve, and moderating industrial demand. Key moving averages have aligned bearishly, and the previous support zone around $28.50 has transformed into resistance.
8. https://rollingout.com/2026/04/21/silver-prices-are-sliding-kevin-warsh/ - Silver prices retreated approximately 1.9 percent to trade near $78.20 per troy ounce amid cautious investor sentiment ahead of the Senate Banking Committee confirmation hearing for Federal Reserve nominee Kevin Warsh. The decline was compounded by strong U.S. retail sales data of 1.7 percent in March, which reinforced dollar strength and dampened expectations for immediate interest rate cuts. While geopolitical tensions eased with reports of potential diplomatic talks between Iran and the United States, this development provided insufficient relief to offset market anxiety regarding Warsh's potential alignment with the White House on monetary policy. Investors remain concerned that a lack of Fed independence could negatively impact precious metals.
9. https://theshillongtimes.com/2026/04/22/transportation-of-minerals-hc-orders-verification-of-documents/ - The High Court of Meghalaya directed authorities to verify documents for vehicles transporting minerals to the Bangladesh border. The court ordered seizure of unlicensed vehicles and minerals, ensuring compliance with fitness certificates and excavation rules. This follows a suo motu registration of a PIL alleging illegal transport, unregistered vehicles, and environmental damage along National Highway 206. The court impleaded multiple state and central departments as respondents to enforce mining and transportation laws.
10. https://dollarcollapse.com/the-lesson-washington-refuses-to-learn-from-1944-to-2026-every-dollar-system-dies-the-same-way/ - An article argues that the fifty-year petrodollar agreement brokered by Henry Kissinger and King Faisal in 1974 expired in June 2024 without renewal. It claims the UAE is seeking currency swap alternatives, the Gulf is pivoting to Beijing, and Hong Kong is developing yuan settlement infrastructure. The text asserts that the US is attempting to replace the petrodollar with stablecoin legislation and sanctions, while central banks accumulate gold. It concludes that all previous monetary systems failed due to political abandonment of hard anchors.
11. https://cryptobriefing.com/spot-gold-drops-3-amid-iran-conflict-and-us-dollar-strength/ - Spot gold prices fell 3% to $4,677.49 per ounce driven by short-term deleveraging, US dollar strength, and inflation expectations linked to high oil prices. The decline occurs despite persistent Middle East tensions involving Iran. Market activity is thin with no recorded volume in the last 24 hours as traders assess the conflict's trajectory. A Polymarket contract predicting gold reaching $8,000 by June has 71 days remaining. Traders are weighing whether this is a temporary pullback or a longer-term trend reversal.
12. https://crypto.news/kevin-warsh-news-trump-never-demanded-rate-cuts/ - Kevin Warsh testified before the Senate Banking Committee that President Trump never asked him to predetermine or commit to specific interest rate decisions, asserting that monetary policy independence is essential. Republican Senator Thom Tillis announced he will block Warsh's nomination until the Department of Justice drops its criminal investigation into current Fed Chair Jerome Powell. While Warsh maintained his stance, Trump later expressed disappointment if the nominee does not cut rates immediately. The confirmation process faces a potential gap as Powell's term expires in May.
13. https://www.fxstreet.com/news/forex-today-us-dollar-strength-returns-as-trump-pressures-fed-warsh-signals-policy-rethink-202604211902 - US President Donald Trump called for immediate interest rate cuts, expressing disappointment if Federal Reserve chair nominee Kevin Warsh does not act. Warsh acknowledged presidential pressure but emphasised Fed independence, suggesting a smaller balance sheet could lower rates. He criticised current forward guidance practices and proposed structural changes to the Fed's inflation framework. Meanwhile, the US Dollar Index surged near 98.40 despite falling Treasury yields, while EUR/USD and GBP/USD declined amid mixed data and risk reassessment.
14. https://www.riotimesonline.com/us-canada-pulse-canada-sentiment-housing-warsh/ - Federal Reserve chair nominee Kevin Warsh testified before the Senate Banking Committee, asserting that monetary policy independence is essential and not threatened by political questioning. However, Senator Thom Tillis has blocked a committee vote on Warsh's confirmation until the Department of Justice drops its investigation into the Federal Reserve. The hearing determines the future leadership of the Fed as Jerome Powell exits in May, with implications for US monetary policy and global markets.
15. https://www.prnewswire.com/news-releases/trilogy-metals-announces-commencement-of-permitting-for-high-grade-arctic-copper-zinc-lead-gold-silver-project-in-alaska-302749268.html - Ambler Metals, a joint venture between Trilogy Metals and South32, has initiated the permitting process for the Arctic Project in northwestern Alaska. The company submitted a Clean Water Act Section 404 permit application to the U.S. Army Corps of Engineers and plans to seek FAST-41 coverage for streamlined federal review. An independent economic impact study by McKinley Research Group projects the mine will support up to 870 jobs statewide and generate over $31 million in annual state taxes. A fully funded field program is scheduled to commence in May 2026, focusing on geotechnical drilling and camp maintenance to advance the project toward a final investment decision.
16. https://www.investing.com/news/economy-news/fed-chair-pick-warsh-makes-case-for-smaller-fed-holdings-in-hearing-4627381 - Kevin Warsh, nominated by President Donald Trump to lead the Federal Reserve, testified before a Senate panel on April 21 that he intends to reduce the central bank's balance sheet in coordination with the Treasury Department. Warsh argues that large holdings benefit Wall Street over Main Street and distort markets, suggesting smaller holdings could lower interest rates and improve inflation. While he described the approach as slow and deliberative, analysts note uncertainty regarding specific mechanisms, with some doubting outright asset sales. Current Fed holdings stand at $6.7 trillion.
17. https://www.prnewswire.com/news-releases/hycroft-mining-holding-corporation-issues-correction-to-press-release-dated-april-21-2026-302749307.html - * Hycroft Mining Holding Corporation issued a correction to a press release regarding the engineering assessment of the Hycroft Mine tailings storage facility. * The company clarified that WSP Global Inc. completed the engineering work for additional lifts, whereas WestLand Engineering & Environmental Services Inc. conducted the environmental studies. * With the engineering work finalized, Ausenco Engineering South USA Inc. is now positioned to complete the Initial Assessment Technical Report with economics. * The company anticipates the completion of this technical report during the second quarter of 2026. * The correction addresses a factual error in the original announcement while confirming the ongoing development of the sulfide mineralization milling operation.
18. https://www.streetwisereports.com/article/2026/04/15/contango-ore-merger-with-dolly-varden-approved-combined-cash-tops-us-112m.html - Contango Ore Inc. received shareholder approval for its merger with Dolly Varden Silver Corp., creating a diversified North American precious metals platform with over US$112 million in cash. The transaction, approved at a special meeting on March 17, 2026, involves an exchange ratio of 0.1652 Contango shares per Dolly Varden share. The combined entity will be led by Rick Van Nieuwenhuyse as CEO and Shawn Khunkhun as President, with assets including the Manh Choh mine in Alaska and the Kitsault Valley project in British Columbia. A court hearing for final approval was scheduled for March 23, 2026.
19. https://pv-magazine-usa.com/2026/04/21/solx-and-caelux-announce-partnership-to-offer-domestic-perovskite-silicon-tandem-solar-modules/ - Solx and Caelux have announced a five-year strategic partnership to produce perovskite-silicon tandem solar modules in Aguadilla, Puerto Rico. The deal involves Solx delivering 3 GW of Aurora modules using Caelux Active Glass by 2027. The hybrid modules target 28% power conversion efficiency. This collaboration aims to strengthen the U.S. domestic solar supply chain, involving Suniva and Corning, with the goal of reaching 10 GW of manufacturing capacity by 2030.
20. https://www.indianewsnetwork.com/en/us-retail-sales-surge-may-hinder-gold-price-increases-20260422 - US retail sales rose 1.7% in March, exceeding forecasts and indicating economic resilience. This data suggests the Federal Reserve may delay interest rate cuts, potentially hindering gold price increases. Spot gold remains near $4,800 per ounce, showing minimal movement despite the strong economic data. Analysts note that while robust consumer spending complicates policy easing, ongoing Middle East tensions continue to provide a structural floor for gold prices.
21. https://crypto.news/federal-reserve-news-warsh-flags-fatal-2021-error/ - Kevin Warsh, nominee for Federal Reserve chair, testified before the Senate Banking Committee that the central bank committed a fatal policy error on inflation in 2021 and 2022. He argued that correcting this requires a regime change in policy conduct rather than incremental adjustments. Warsh advocated for a new inflation framework, reduced forward guidance, and a smaller balance sheet. He stated that price stability exists when officials do not talk about inflation. The testimony highlighted a sharp contrast with the current leadership era.
22. https://oilprice.com/Energy/Energy-General/Kazakhstans-Critical-Mineral-Boom-Collides-With-State-Control.html - Kazakhstan has enacted changes to its tax code and sub-soil use law to increase state involvement in the mining sector, including higher royalties and priority licensing for state entities. While officials frame these moves as refinements to 2018 reforms, Western investors and industry groups express concern over the non-linear regulatory environment and the government positioning itself as a competitor. The shifts include a new royalty system for operations licensed from 2027 and a $500 million government exploration fund, raising questions about the country's reliability as a jurisdiction for private investment.
23. https://www.northernminer.com/news/assays-permits-spur-bmcs-1b-zinc-copper-kzk-project/1003890205/ - BMC Minerals reported high-grade mineralization at the Krakatoa zone of its Kudz Ke Kayah (KZK) project in Yukon, with Hole K26-560 returning 180 grams silver per tonne and 9.7% zinc. Concurrently, the Yukon and federal governments issued positive decision documents for the project. Despite opposition from the Ross River Dena Council regarding caribou migration impacts, BMC Chairman Steven Michael stated the company will continue the permitting process. The project targets a final investment decision in late 2027.
24. https://sigmaearth.com/new-semiconductor-plant-in-odisha-signals-the-states-rise-as-an-it-hub/?utm_source=rss&utm_medium=rss&utm_campaign=new-semiconductor-plant-in-odisha-signals-the-states-rise-as-an-it-hub - The Indian government has approved two semiconductor units in Odisha, marking a shift from a resource-based economy to an advanced technology centre. SiCSem Pvt. Ltd. will establish India's first compound semiconductor fab in Bhubaneswar, while 3D Glass Solutions Inc. will set up an advanced packaging plant. Backed by international investors including Intel and Lockheed Martin, the projects aim to create high-end applications for electric vehicles, defence, and AI. The initiative is expected to generate significant investment, create approximately 2,000 jobs, and enhance India's semiconductor supply chain resilience.
25. https://www.leadlagreport.com/p/green-lights-one-yellow - The S&P 500 closed at 7,126.05, marking a 4.5% weekly gain and its highest level since January, driven by strong Q1 earnings and a U.S.-Iran ceasefire. However, the Lumber/Gold signal flipped to Risk-Off as gold prices surpassed $4,800/oz, reflecting persistent inflation fears and central bank accumulation. While Beta and Treasury rotation signals remain Risk-On, the divergence in hard assets suggests caution despite the broader equity rally.
26. https://www.blanchardgold.com/market-news/gold-isnt-just-an-investment-its-money-when-you-need-it/ - Blanchard Gold asserts that physical gold and silver function as immediate money rather than just investments. Citing Turkey's sale of 60 metric tons of gold reserves to defend its currency, the firm highlights the asset's liquidity during financial stress. The article outlines scenarios where individuals and families use physical metals for rapid cash access, including business opportunities, property repairs, cross-border transfers, and estate planning, emphasizing their utility outside traditional banking systems.
27. https://resourceworld.com/viscount-mining-drilling-kate-silver-deposit-at-silver-cliff-project-colorado/?utm_source=rss&utm_medium=rss&utm_campaign=viscount-mining-drilling-kate-silver-deposit-at-silver-cliff-project-colorado - Viscount Mining Corp has commenced a 2026 drill program at the Kate Silver deposit within its 100%-owned Silver Cliff Project in Custer County, Colorado. The 10-hole, 1,000-metre program aims to expand the existing NI 43-101 resource and test high-priority targets laterally and at depth. Management views the deposit as significantly underexplored with potential for meaningful resource growth, pending a revised estimate targeted for completion later this year.
28. https://resourceworld.com/spanish-mountain-gold-announces-sale-of-a-1-5-royalty-to-wheaton-precious-metals-for-us55-million/?utm_source=rss&utm_medium=rss&utm_campaign=spanish-mountain-gold-announces-sale-of-a-1-5-royalty-to-wheaton-precious-metals-for-us55-million - Spanish Mountain Gold Ltd. has entered a royalty agreement with Wheaton Precious Metals Corp. for US$55 million, granting Wheaton a 1.5% net smelter returns royalty on gold and silver production from the Spanish Mountain Gold Project in British Columbia. The funds will support the project's feasibility study, with a construction decision targeted for 2028. Payments are structured in three installments contingent on drilling and regulatory approvals.
29. https://seekingalpha.com/article/4892460-first-quantum-minerals-a-mine-that-could-change-the-valuation?source=feed_all_articles - On April 7, the Government of Panama authorized the processing of the stockpile at the Cobre Panamá mine. The facility produces 350,000 tons. This development relates to First Quantum Minerals operations in Panama.
30. https://www.canadianminingjournal.com/news/hudbay-enters-exploration-pact-with-saskatchewan-first-nation/ - Hudbay Minerals has established a new exploration partnership with the Peter Ballantyne Cree Nation in Saskatchewan. The agreement creates a framework for collaborative mineral exploration across the Nation's traditional territories, ensuring Indigenous participation and guidance. This collaboration aims to support Hudbay's goal of expanding its resource base and extending the operational lifespan of its Manitoba mining operations, specifically the Snow Lake facility. The formal agreement included traditional protocols and plans for a community celebration.
31. https://www.semiconductor-digest.com/isrl-usa-and-ai-infrastructure-partners-sign-mou-to-build-americas-first-dedicated-semiconductor-subfab-rd-facility/?utm_source=rss&utm_medium=rss&utm_campaign=isrl-usa-and-ai-infrastructure-partners-sign-mou-to-build-americas-first-dedicated-semiconductor-subfab-rd-facility - ISRL USA and AI Infrastructure Partners announced a memorandum of understanding to design, build, and operate the United States' first dedicated research and development facility for semiconductor subfab infrastructure. AI Infrastructure Partners will own the facility, while ISRL USA leads technical operations. The platform aims to support sustainable manufacturing, materials reclaim, and workforce development at a fraction of the cost of private pilot lines. Operational readiness is targeted within 12 months of full funding, with the project structured to qualify for CHIPS Act incentives.
32. https://thecryptobasic.com/coinbase-expands-xrp-derivatives-with-new-settlement-feature/ - Coinbase announced the launch of a Trade at Settlement (TAS) feature for XRP derivatives, effective May 1, 2026. This mechanism allows institutional traders to execute block trades at official settlement prices, reducing exposure to intraday volatility. The feature applies to nano XRP and full-sized XRP futures, alongside Bitcoin, Ethereum, gold, and crude oil. Concurrently, XRP ETFs recorded $1.28 billion in cumulative inflows over eight consecutive days, driven by Bitwise, Canary Capital, Franklin, and Grayscale, despite minor outflows from 21Shares.
33. https://www.zerohedge.com/markets/oil-spikes-stocks-dump-during-warsh-hearing - Global markets experienced a sharp decline with oil prices spiking and stocks tanking during a hearing involving Fed Chair nominee Kevin Warsh. Treasury yields and gold prices also fell. No specific geopolitical headlines triggered the move, though uncertainty regarding the Middle East persists. The hearing featured comments from Warsh concerning the cost of living, which may have influenced the deterioration of rate-cut odds.
34. https://londonlovesbusiness.com/britain-braced-for-inflation-spike-as-petrol-costs-rip-through-economy/ - Analysts forecast UK inflation climbed to 3.3% in March, the highest level since December, driven by rising fuel prices linked to Middle East tensions. The Office for National Statistics is set to release official figures on Wednesday. The Bank of England warns inflation could reach 3.5% by the third quarter, complicating monetary policy. Petrol and diesel prices have increased significantly since the outbreak of conflict, adding pressure to household budgets and delaying potential interest rate cuts.
35. https://www.jdsupra.com/legalnews/when-is-a-trucking-facility-a-mine-4118609/ - The D.C. Circuit Court of Appeals upheld the Mine Safety and Health Administration's interpretation that a trucking facility is a mine if it is necessarily connected to mineral extraction operations. In a ruling on April 17, the court affirmed MSHA's jurisdiction over the facility in West Virginia, citing its proximity to a mine and construction for mining support. The decision clarifies that such facilities fall under the Mine Act regardless of location, though the court did not extend this definition to the trucks themselves.
36. https://www.pv-tech.org/caelux-tandem-pv-announce-progress-on-us-perovskite-solar-modules/ - Tandem PV claims its silicon-perovskite tandem modules achieve 29.7% efficiency with less than 1% annual degradation, targeting 25-year performance and high-volume manufacturing in 2028. Caelux partners with Solx to produce hybrid tandem modules with up to 28% efficiency using a fully US-based supply chain involving Suniva cells. Both companies aim to advance commercial perovskite adoption in the United States.
37. https://goldsilver.com/industry-news/goldsilver-news/the-real-reason-gold-is-down-during-an-oil-war/ - Gold prices dropped approximately 10% since late February 2026 following the start of the Iran War, driven by a surge in oil prices that reignited inflation fears and eliminated expectations for Federal Reserve rate cuts. While physical gold demand remained firm, paper gold futures and ETFs sold off as elevated real yields made non-yielding assets less attractive. Analysts suggest the suppression, estimated at up to $750 per ounce by Natixis, will reverse once oil prices fall and rate-cut expectations return. Silver has already recovered significantly, outpacing gold. The long-term fiscal dominance thesis remains intact despite the short-term geopolitical shock.
38. https://goldsilver.com/industry-news/goldsilver-news/the-real-reason-gold-is-down-during-an-oil-war/ - Gold prices dropped approximately 10% since late February 2026 following the start of the Iran War, driven by a surge in oil prices that reignited inflation fears and eliminated expectations for Federal Reserve rate cuts. While physical gold demand remained firm, paper gold futures and ETFs sold off as elevated real yields made non-yielding assets less attractive. Analysts suggest the suppression, estimated at up to $750 per ounce by Natixis, will reverse once oil prices fall and rate-cut expectations return. Silver has already recovered significantly, outpacing gold. The long-term fiscal dominance thesis remains intact despite the short-term geopolitical shock.
39. https://www.investorideas.com/CO/AEM/news/2026/04211-arizona-mining-stocks-gold-silver-azem.asp - Record high precious metal prices in 2026 are driving a resurgence in exploration and production for Arizona mining companies. Arizona Eagle Mining Corp. announced the acquisition of three past-producing silver mines to expand its Eagle Project. Mako Mining Corp. reported record Q1 2026 gold production of 13,721 ounces and revenue of $68.6 million. Arizona Gold & Silver Inc. secured an $18 million investment to advance its Philadelphia Gold-Silver Project. The sector benefits from Arizona's status as a top global mineral potential region with a mining-friendly regulatory framework.
40. https://www.mining.com/spanish-mountain-secures-55m-royalty-deal-with-weathon/ - Spanish Mountain Gold has signed a $55 million royalty agreement with Wheaton Precious Metals for its flagship project in British Columbia, Canada. Wheaton will receive a 1.5% net smelter return royalty on gold and silver production. Funding is disbursed in three instalments linked to drilling and regulatory milestones. CEO Peter Mah stated the deal supports the company's strategy in the Cariboo District and advances the feasibility study, targeting completion within 18 months to inform a 2028 construction decision.
41. https://www.globenewswire.com/news-release/2026/04/21/3278293/0/en/ROHM-Develops-5th-Generation-SiC-MOSFETs-with-Approximately-30-Lower-On-Resistance-at-High-Temperatures.html - * ROHM Semiconductor announced the development of its 5th Generation EcoSiC™ SiC MOSFETs, optimized for high-efficiency power applications. * The new devices achieve approximately 30% lower on-resistance during high-temperature operation (Tj=175°C) compared to the 4th Generation products. * Applications include automotive electric powertrain systems such as traction inverters for xEVs, and power supplies for AI servers and data centers. * Sample provision for discrete devices and modules is scheduled to begin in July 2026, following the completion of development in March 2026. * ROHM aims to expand the lineup with additional breakdown voltage and package options to support the mainstream adoption of SiC technology.
42. https://ultimasnoticias.com.ve/negocios/trading-en-oro-todo-lo-que-conviene-saber-antes-de-analizar-este-mercado/ - The article explains that gold trading involves complex macroeconomic drivers including US dollar strength, interest rates, inflation, and geopolitical tensions. It highlights that while gold acts as a safe haven, it also offers volatility for short-term traders. Key risks identified include excessive leverage and lack of clear trading theses. Successful operation requires technical analysis, economic calendar monitoring, and strict emotional discipline rather than impulsive decisions.
43. https://vongreyerz.gold/gold-vs-an-erupting-financial-volcano - Matthew Piepenburg argues that global financial markets face an imminent crisis driven by severe oil supply deficits, rising sovereign bond yields, and a disconnect between Wall Street and Main Street. He predicts a humanitarian food crisis in developing economies and a collapse in US dollar hegemony due to unsustainable debt levels. The author concludes that gold is the only reliable asset to protect against the resulting currency destruction and economic instability in 2026.
44. https://ekonomi.haber7.com/ekonomi/haber/3621865-cinin-gumus-ithalati-mart-ayinda-rekor-kirdi - China imported approximately 836 tonnes of silver in March, a record figure representing a 306-tonne increase over the ten-year seasonal average. Driven by individual investors seeking alternatives to expensive gold and solar energy producers aiming to boost output before export tax refunds were removed on 1 April, the surge pushed domestic prices above international levels. However, analysts from Jinrui Futures predict that such high import rates are unsustainable and that future purchases will return to normal levels, citing China's status as the world's largest silver producer.
45. https://www.visualcapitalist.com/ranked-central-banks-buying-and-selling-gold-in-2026/ - Poland is the largest gold buyer among central banks in 2026, adding over 20 tonnes to its reserves. Emerging markets, including Uzbekistan and Kazakhstan, are driving purchases due to geopolitical risks and a desire to diversify away from dollar reserves. Conversely, Russia and Turkey are the biggest sellers, with Russia reducing holdings by 15.55 tonnes due to fiscal strain and sanctions, and Turkey selling 8.08 tonnes to manage currency pressures. Data as of end of February indicates a split in central bank strategies regarding gold accumulation versus liquidation.
46. https://cryptobriefing.com/energy-secretary-wright-noncommittal-on-gas-prices-inflation-concerns-persist/ - US Energy Secretary Chris Wright declined to confirm whether gas prices will remain above $3 per gallon until 2027, sustaining inflation concerns. Consequently, the market probability for no Federal Reserve rate cuts in 2026 decreased from 41% to 34.8% over the past week. Traders cite unresolved geopolitical tensions in the Middle East as a factor affecting energy prices and inflation expectations. The prediction market for USDC-denominated rate cut outcomes shows moderate liquidity with significant order sensitivity.
47. https://cryptobriefing.com/warsh-calls-for-fed-policy-overhaul-signals-hawkish-shift-in-senate-testimony/ - Kevin Warsh testified before the Senate, urging fundamental Federal Reserve policy reforms including a new inflation framework. His rhetoric aligns with the Trump administration's inflation reduction goals, potentially improving his confirmation prospects. Warsh's comments suggest a more hawkish Fed posture and a move away from the current flexible average inflation targeting regime. Market prices for a July 2026 rate decision remain in flux, with traders monitoring further Senate hearings for confirmation signals.
48. https://bitcoinworld.co.in/warsh-new-inflation-framework-fed/ - Federal Reserve Chairman nominee Kevin Warsh called for a completely new inflation framework during his April 21 Senate confirmation hearing. He argued the current post-2008 and 2020 frameworks failed during the pandemic, citing delayed responses to inflation. Warsh proposed eliminating the quarterly dot plot, delaying FOMC statement releases until after meetings, and reducing detailed economic projections. These changes aim to correct structural flaws in data analysis and communication. The testimony highlights a potential shift in US central banking policy, though confirmation remains uncertain.
49. https://bitcoinworld.co.in/warsh-hearing-federal-reserve-leadership/ - BNY Mellon analysis indicates that Kevin Warsh's confirmation hearing before the Senate Banking Committee has introduced uncertainty regarding the Federal Reserve's leadership timeline. The extended scrutiny and scheduling challenges may delay the confirmation process, potentially affecting monetary policy predictability. Financial institutions are adjusting expectations while relying on historical precedents for eventual resolution.
50. https://www.allpennystocks.com/specialreportsca/2495/micro-cap-miner-surges-as-teck-deal-unlocks-critical-minerals-potential - Valhalla Metals Inc announced a Purchase and Sale Agreement with Teck American Incorporated to acquire a 100% interest in the Smucker copper-gold-silver-zinc project in Alaska's Ambler Mining District. The deal involves Valhalla issuing 44.8 million shares to Teck, granting Teck approximately 35% ownership. The transaction consolidates assets to support the Ambler Access Project and develop critical minerals in the US. Valhalla shares rose nearly 30% following the announcement.
51. https://ekonomi.haber7.com/ekonomi/haber/3621865-cinin-gumus-ithalati-mart-ayinda-rekor-kirdi - China imported approximately 836 tonnes of silver in March, a record figure representing a 306-tonne increase over the ten-year seasonal average. Driven by individual investors seeking alternatives to expensive gold and solar energy producers aiming to boost output before export tax refunds were removed on 1 April, the surge pushed domestic prices above international levels. However, analysts from Jinrui Futures predict that such high import rates are unsustainable and that future purchases will return to normal levels, citing China's status as the world's largest silver producer.
52. https://www.mercomindia.com/cci-clears-restructuring-of-solar-component-manufacturer-vishakha-renewables - The Competition Commission of India (CCI) has approved the restructuring of Vishakha Renewables (VRPL). The plan involves merging VRPL's renewable energy business with its solar glass division, Vishakha Glass. Additionally, VRPL's pipes and moldings divisions will be transferred to Progressive Pipes (PPPL). VRPL also proposed merging several of its manufacturing divisions, including Vishakha Renewables 1 and Vishakha Metals, back into the main entity. The company manufactures solar system components and plans to triple its glass manufacturing capacity by 2026 to meet rising demand.
53. https://www.fxstreet.com/news/gold-conflict-path-drives-next-leg-td-securities-202604211458 - TD Securities Senior Commodity Strategist Daniel Ghali states that gold prices are currently negative due to the currency defense phase of the Iran conflict, which prioritises energy and stability. He argues that an unfavorable ceasefire or abandonment of this defense could trigger the next leg of gold's bull market by accelerating reserve diversification away from US debt. The analysis frames the outlook within the Hegemon trade, linking perceptions of US power to fiscal sustainability.
54. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-declines-ahead-of-kevin-warshs-confirmation-hearing-202604211316 - Silver prices fell 1.88% to approximately $78.20 on Tuesday as investors adopted a cautious stance before the Senate Banking Committee confirmation hearing of Kevin Warsh, the Federal Reserve Chair nominee. The decline reflects concerns regarding potential political influence over monetary policy, exacerbated by President Donald Trump's comments urging faster interest rate cuts. Warsh's past opposition to Quantitative Easing and preference for a stronger US Dollar also contributed to the sell-off, which previously saw silver drop over 30% in January. Strong US retail sales data further supported the Greenback, while geopolitical tensions with Iran provided limited support to the white metal.
55. https://www.fxstreet.com/news/gold-slips-as-markets-await-clarity-on-us-iran-talks-202604211211 - Gold prices fell nearly 1.5% to $4,748 amid strong US economic data, including a 1.7% rise in March retail sales and increased ADP employment. The US Dollar strengthened, pressuring the non-yielding metal. Uncertainty over US-Iran peace talks and potential Strait of Hormuz disruptions kept oil prices elevated, reinforcing expectations that the Federal Reserve may maintain higher interest rates. Fed Chair nominee Kevin Warsh advocated for a new inflation framework and monetary policy regime change during Senate testimony.
56. https://londonlovesbusiness.com/silver-relatively-stable-amid-geopolitical-developments/ - Silver prices remained relatively stable on Tuesday despite geopolitical tensions surrounding the second round of US-Iran negotiations. A nearing ceasefire expiration and potential escalation risks have kept investors cautious. Meanwhile, lingering inflation concerns and expectations of cautious central bank monetary policy are tempering demand for non-yielding assets. However, a potential dovish shift in policy following Kevin Warsh's hearing could support prices. Long-term bullish fundamentals are reinforced by expectations of a sixth consecutive year of market deficit, with anticipated supply shrinkage providing medium to long-term support.
57. https://www.actionforex.com/contributors/fundamental-analysis/637802-gold-ready-for-short-term-suffering-for-a-higher-goal/ - Analysts suggest gold may face short-term price pressure as markets grow weary of Middle East geopolitics and inflation concerns emerge. Standard Chartered forecasts a drop to $4,605 per ounce in Q2 before rising to $4,850 in Q3. Conversely, HSBC cites central bank demand and US fiscal concerns as growth drivers. The outlook remains bifurcated: an end to conflict could lower inflation and halt rate hikes, while prolonged conflict might trigger recession fears and monetary stimulus, both potentially favourable for gold prices.
58. https://www.fxstreet.com/news/gold-slips-as-markets-await-clarity-on-us-iran-talks-202604211211 - Gold prices fell nearly 1.5% to $4,748 amid strong US economic data, including a 1.7% rise in March retail sales and increased ADP employment. The US Dollar strengthened, pressuring the non-yielding metal. Uncertainty over US-Iran peace talks and potential Strait of Hormuz disruptions kept oil prices elevated, reinforcing expectations that the Federal Reserve may maintain higher interest rates. Fed Chair nominee Kevin Warsh advocated for a new inflation framework and monetary policy regime change during Senate testimony.
59. https://www.fxstreet.com/news/eur-gbp-under-pressure-as-eurozone-sentiment-deteriorates-sharply-in-april-202604211328 - EUR/GBP trades lower as Eurozone economic sentiment weakens significantly in April, with the ZEW Economic Sentiment Index falling to -20.4. The decline is attributed to Middle East tensions and energy supply concerns. Conversely, UK labor market data remains resilient, supporting the British Pound. The European Central Bank maintains a cautious stance on interest rates amid inflation risks from rising oil prices, while the Bank of England is expected to hold rates steady.
60. https://londonlovesbusiness.com/silver-relatively-stable-amid-geopolitical-developments/ - Silver prices remained relatively stable on Tuesday despite geopolitical tensions surrounding the second round of US-Iran negotiations. A nearing ceasefire expiration and potential escalation risks have kept investors cautious. Meanwhile, lingering inflation concerns and expectations of cautious central bank monetary policy are tempering demand for non-yielding assets. However, a potential dovish shift in policy following Kevin Warsh's hearing could support prices. Long-term bullish fundamentals are reinforced by expectations of a sixth consecutive year of market deficit, with anticipated supply shrinkage providing medium to long-term support.
61. https://wccftech.com/tsmc-pouring-56-billion-into-new-fabs-admits-shortages-will-drag-into-2027-and-beyond/ - TSMC President and CEO C.C. Wei stated that despite planning $56 billion in capital expenditures for 2026 to build new facilities in Taiwan, the US, and Japan, the company cannot meet current AI demand. Shortages for GPUs, CPUs, and memory are expected to persist through 2027. While new 3-nanometer plants are scheduled for operation in 2027 and 2028, existing capacity remains tight, though TSMC maintains it does not discriminate among customers.
62. https://www.prnewswire.com/news-releases/lear-capital-releases-new-report-on-de-dollarization-and-the-growing-case-for-gold-302748867.html - Lear Capital released a report titled 'The End of Dollar Dominance' on April 21, 2026, authored by Kathrynn Ward. The report details the U.S. dollar's 10% decline in 2025 and its share of global reserves falling to 56%. It notes central banks have doubled their gold purchase pace over the last four years, with China's reserves reaching 2,306 metric tons. The analysis links these shifts to high U.S. national debt and the expansion of BRICS.
63. https://www.gurufocus.com/news/8804835/polands-finance-minister-rejects-central-bank-gold-sale-proposal - On April 21, 2026, Poland's Finance Minister Andrzej Domański dismissed proposals to sell central bank gold reserves to fund military modernization. He advocated for utilizing low-interest loans from the European Union instead, citing the risks of currency fluctuations and recent central bank losses. The decision prioritizes financial stability over immediate military spending amidst rising geopolitical tensions in Europe.
64. https://www.tradingview.com/news/tmx_newsfile:fd1a518b3094b:0-mineralrite-corporation-rite-reports-on-key-developments-for-the-first-quarter-of-2026/ - MineralRite Corporation (RITE) renewed its mineral lease for the Skull Valley project in Arizona during Q1 2026, satisfying bonding requirements. A Qualified Person conducted site visits and sampling to verify tailings integrity. The company is also exploring environmental credit opportunities and expanding its advisory team. Management noted these steps advance their development strategy, though no mineral resources or reserves are currently established.
65. https://www.americanbankingnews.com/2026/04/21/merit-financial-group-llc-has-2-90-million-holdings-in-ishares-silver-trust-slv.html - Merit Financial Group LLC increased its position in iShares Silver Trust by 21.5% during the fourth quarter, acquiring an additional 7,969 shares. The fund now holds 44,979 shares valued at $2,898,000. Other institutional investors, including Raymond James Financial Inc and Ameriprise Financial Inc, also increased their stakes in the exchange-traded fund during the third quarter.
66. https://www.zawya.com/en/economy/global/gold-slips-as-dollar-firms-investors-eye-us-iran-talks-avr6b0v3 - Gold prices declined on Tuesday, dropping 0.7% to $4,784.77 per ounce, driven by a strengthening US dollar and lingering uncertainty over peace talks between the United States and Iran. Investors remained cautious despite expectations that negotiations in Pakistan could ease supply constraints in the Strait of Hormuz. The US dollar rose, making greenback-denominated commodities more expensive for other currency holders. Additionally, markets awaited a Senate confirmation hearing for Federal Reserve nominee Kevin Warsh. Other metals, including silver and platinum, also fell, while palladium saw a slight increase.
67. https://www.americanbankingnews.com/2026/04/21/merit-financial-group-llc-has-2-90-million-holdings-in-ishares-silver-trust-slv.html - Merit Financial Group LLC increased its position in iShares Silver Trust by 21.5% during the fourth quarter, acquiring an additional 7,969 shares. The fund now holds 44,979 shares valued at $2,898,000. Other institutional investors, including Raymond James Financial Inc and Ameriprise Financial Inc, also increased their stakes in the exchange-traded fund during the third quarter.
68. https://www.gadgets360.com/cryptocurrency/news/singapore-s-ocbc-launches-tokenised-physical-gold-fund-with-token-goldx-crypto-gold-tokens-11388361 - OCBC, in partnership with Lion Global Investors and DigiFT, has launched a tokenised physical gold fund backed by the GOLDX token. Issued on Ethereum and Solana, the fund allows subscription via fiat or stablecoins, with allocations sent directly to investors' blockchain wallets. Targeted at institutional investors, hedge funds, and asset managers, this initiative aligns with OCBC's strategy to bridge traditional finance with decentralised finance. The launch coincides with a reported 10% growth in tokenised real-world assets over the last 30 days.
69. https://www.solarpowerworldonline.com/2026/04/us-to-begin-mass-production-of-perovskite-silicon-solar-panels/ - Solx, a Puerto Rico-based panel assembler, has partnered with California firm Caelux to commence mass production of perovskite-silicon solar panels in the US. The five-year, 3-GW agreement integrates Caelux's perovskite-coated glass into Solx's Aurora module, achieving 28% efficiency. Utilizing Suniva's domestically produced silicon cells, the collaboration aims for widespread commercial volumes by 2027, strengthening the US energy supply chain.
70. https://www.elzmannews.com/530983 - Gold prices in the Egyptian market stabilised today following global volatility. E24 gold recorded 8020 EGP, E21 at 7020 EGP, E18 at 6017 EGP, and the golden pound at 56160 EGP. The local stability follows a global decline of over 1% driven by a rising US dollar, with prices settling near $4800 per ounce. Investors remain cautious regarding US monetary policy and geopolitical tensions in the Middle East.
71. https://www.devdiscourse.com/article/politics/3881904-trumps-economic-expectations-immediate-rate-cuts - U.S. President Donald Trump told CNBC he would be dissatisfied if his Federal Reserve chair nominee, Kevin Warsh, does not reduce interest rates promptly upon taking office. The Senate has not yet approved Warsh's nomination. Trump also raised concerns regarding the budget implications of constructing a new Federal Reserve building. These statements indicate an expectation for immediate monetary policy adjustments to align with fiscal goals.
72. https://investinglive.com/commodities/silver-consolidates-above-a-key-support-ahead-of-ceasefire-deadline-eyes-on-us-iran-talks-20260421/ - Silver prices are consolidating above the 78.00 support level as markets await the US-Iran ceasefire deadline. Recent volatility stems from conflicting reports regarding the Strait of Hormuz and US blockade policies. Technical analysis indicates buyers defending the 78.00 zone with a target near 96.30, while a breakdown could see prices fall to 70.00. Upcoming catalysts include US retail sales, jobless claims, and critical talks in Islamabad.
73. https://www.globenewswire.com/news-release/2026/04/21/3277828/0/en/IBN-Announces-Latest-Episode-of-The-MiningNewsWire-Podcast-featuring-Gordon-Robb-CEO-of-ESGold-Corp.html - * ESGold Corp CEO Gordon Robb announced plans to begin operations at the Montauban Gold-Silver Project in Quebec in 2026. * The company is processing one million metric tons of surface material to generate cash flow for further exploration. * ESGold is utilizing ambient noise tomography and 3D modeling to identify high-priority targets for its maiden drill campaign. * The project represents a dual-track strategy of immediate production and long-term exploration expansion. * Operations are expected to start this year alongside the initiation of the exploration program.
74. https://www.mining-technology.com/news/liberty-star-acquires-13-arizona-mining-permits/ - Liberty Star Minerals has secured 13 additional mineral exploration permits in south-east Arizona, expanding its total mineralised area to approximately 45 square miles within the Tombstone Mining District. The new claims, covering roughly 11 square miles, consolidate targets for copper, molybdenum, gold, and critical minerals. This acquisition aims to secure all identified mineral targets in the region, positioning the company to attract a mining partner and execute its strategic plan.
75. https://kalkinemedia.com/uk/stocks/metals-and-mining/rockfire-advances-molaoi-case-with-fresh-drill-momentum - Rockfire Resources PLC reported positive drilling results at its Molaoi zinc project in Greece. New holes confirmed mineralisation at the southern licence boundary and indicated high-grade zones containing zinc, germanium, silver, and lead. Preliminary XRF readings suggest mineralisation extends deeper, supporting potential resource upgrades. Ongoing exploration aims to expand the known footprint, with definitive laboratory analysis pending.
76. https://energy.economictimes.indiatimes.com/news/renewable/india-faces-severe-solar-cell-shortage-amid-new-local-sourcing-rules/130415403 - The North India Module Manufacturer Association warns India will face a severe solar cell shortage from June due to new local sourcing mandates. With domestic production capacity at 25.6 GW against 50 GW demand, the country relies heavily on Chinese imports. Mandatory use of local cells could drive up costs and delay projects, potentially impacting net-zero goals. Manufacturers urge a phased rollout to avoid supply disruptions.
77. https://www.pv-magazine.com/2026/04/21/fabricating-perovskite-solar-cells-with-robotic-boxes/ - An international research team has created an AI-driven robotic platform capable of autonomously designing, fabricating, and optimizing perovskite solar cells. The system utilizes a recipe language model trained on 60,000 publications and data from 50,764 fabricated devices. Through a closed-loop workflow involving eleven robotic boxes, the platform achieved a certified power conversion efficiency of 26.5%. The research was conducted by institutions including the Hong Kong Polytechnic University, EPFL, and the University of Oxford, and published in Engineering.
78. https://www.canarymedia.com/articles/solar/perovskites-mass-production-tandem-fremont - Tandem PV has commenced mass production of perovskite solar panels at its new 65,000-square-foot facility in Fremont, California. The company's CEO, Scott Wharton, demonstrated the automated line producing glass panels coated with perovskite, which are layered with silicon to achieve 30% efficiency. These panels, larger than previous R&D units, are being sold to US developers for testing. Full-size production is expected to begin in 2028 at a future location.
79. https://skillings.net/market-alert-silver-breaches-100-milestone-as-gold-rallies-toward-5000/ - On April 20, 2026, global silver prices surged past $100 per ounce, peaking at $102.45 in New York, while gold traded near $5,000. The rally is driven by aggressive retail accumulation, institutional inflows from pension and sovereign wealth funds, and a widening industrial supply deficit due to the Green Transition and AI hardware demand. The gold-silver ratio compressed to 50:1. Trading volumes were heavy in New York and Shanghai, with physical inventories draining from London and New York vaults to meet Chinese demand.
80. https://metalsandminers.substack.com/p/the-fed-crisis-the-institutional - An opinion article discusses the escalating conflict between President Trump and Federal Reserve Chair Jerome Powell, characterising it as an institutional crisis threatening central bank independence. The author argues that compounding macro risks, including geopolitical conflicts and debt burdens, have rendered the traditional 60/40 portfolio obsolete. Consequently, the piece asserts that gold has transitioned from a speculative hedge to a mandatory foundational base layer for portfolios designed to survive systemic instability and fiat currency debasement.
81. https://www.albawaba.com/ar/%D8%A3%D8%B9%D9%85%D8%A7%D9%84/%D8%A7%D9%84%D8%A3%D8%B3%D9%88%D8%A7%D9%82-%D8%AA%D8%AA%D8%B1%D9%82%D8%A8-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D8%AA%D8%B1%D8%A7%D8%AC%D8%B9-%D9%88%D8%A7%D9%84%D8%AF%D9%88%D9%84%D8%A7%D8%B1-1625883 - Gold prices declined 0.2% to $4,807.91 per ounce on Tuesday, marking the second consecutive session of losses, as the US dollar strengthened. The move follows expectations of potential diplomatic talks between the United States and Iran in Islamabad to address regional tensions. Analysts from Capital.com note that market sentiment depends on whether these negotiations lead to a ceasefire extension or peace agreement, which could impact oil prices and gold support. Futures for June delivery remained stable at $4,827.30.
82. https://www.mql5.com/en/blogs/post/769096 - Spot gold is trading at $4,796, with technical indicators showing bearish momentum as prices approach the $4,785 support level. Market volatility is elevated due to conflicting directives regarding the Strait of Hormuz blockade between the US and Iran. While oil prices fell on reports of the strait being open, analysts warn that structural uncertainty remains, potentially triggering a short squeeze if the blockade effectively persists. The report highlights institutional strategies for navigating this volatility pivot.
83. https://www.npr.org/2026/04/21/nx-s1-5787863/federal-reserve-kevin-warsh-confirmation-hearing - Senate Banking Committee holds confirmation hearing for President Trump's Federal Reserve chair nominee, Kevin Warsh. Confirmation is delayed by Senator Thom Tillis, who demands the Department of Justice drop its investigation into the Federal Reserve and current chair Jerome Powell. Warsh faces scrutiny over his shifting stance on interest rates and concerns regarding Federal Reserve independence under the Trump administration. The hearing also addresses Warsh's proposal to narrow the central bank's economic footprint.
84. https://www.minnpost.com/community-voices/2026/04/boundary-waters-vote-political-win-not-decisive-decision/ - The US Senate voted to lift the moratorium on mining near the Boundary Waters Canoe Area Wilderness, reopening a process for potential mineral extraction in the Superior National Forest. The decision does not approve a mine but restores the pathway for federal agencies to evaluate leases and environmental reviews, including cross-border water impacts. The vote is described as a political win that shifts the debate to a slower, multi-institutional process involving state regulators, tribes, and courts, rather than a definitive decision on mining approval.
85. https://www.insidermonkey.com/blog/11-best-junior-silver-mining-stocks-to-invest-in-1741017/ - Vizsla Silver Corp reported nine employee deaths and one missing person at its Panuco Project site in Concordia, Sinaloa, Mexico, on April 6, 2026. The incident follows earlier abductions and raises significant security and geopolitical risks for the company's sole development project. Analysts at CIBC downgraded the stock to Neutral with a reduced price target due to these concerns, though roughly 70% of analysts maintain Buy ratings. The company has not yet disclosed the immediate business impact of the tragedy.
86. https://statnano.com/index.php?ctrl=news&action=news_view&lang=2&id=75429 - Researchers at TU Wien have identified a fundamental limitation in using certain 2D materials for future computer chips. An unavoidable gap forms between the 2D material and the required insulating layer, degrading electronic properties and preventing further miniaturization. The study, published in Science, warns that ignoring this interface effect could lead to billions in wasted investment. However, the findings also highlight 'zipper materials' that interlock the layers to eliminate the gap, offering a viable path forward for the semiconductor industry.
87. https://skillings.net/market-alert-silver-breaches-100-milestone-as-gold-rallies-toward-5000/ - On April 20, 2026, global silver prices surged past $100 per ounce, peaking at $102.45 in New York, while gold traded near $5,000. The rally is driven by aggressive retail accumulation, institutional inflows from pension and sovereign wealth funds, and a widening industrial supply deficit due to the Green Transition and AI hardware demand. The gold-silver ratio compressed to 50:1. Trading volumes were heavy in New York and Shanghai, with physical inventories draining from London and New York vaults to meet Chinese demand.
88. https://skillings.net/market-alert-silver-breaches-100-milestone-as-gold-rallies-toward-5000/ - On April 20, 2026, global silver prices surged past $100 per ounce, peaking at $102.45 in New York, while gold traded near $5,000. The rally is driven by aggressive retail accumulation, institutional inflows from pension and sovereign wealth funds, and a widening industrial supply deficit due to the Green Transition and AI hardware demand. The gold-silver ratio compressed to 50:1. Trading volumes were heavy in New York and Shanghai, with physical inventories draining from London and New York vaults to meet Chinese demand.
89. https://www.businesstoday.in/bt-tv/market-today/video/reserve-bank-of-india-flags-inflation-risk-from-west-asia-crisis-sanjay-malhotra-526702-2026-04-21?utm_source=rssfeed - Reserve Bank of India Governor Sanjay Malhotra warned that the ongoing West Asia conflict poses a significant inflation risk to India. Speaking at Princeton University, he highlighted the danger of second-round effects where oil price spikes and supply disruptions could trigger broader price pressures. While the central bank is not planning immediate interest rate hikes, prolonged disruption could limit policy options and entrench inflation, potentially impacting transport and manufacturing sectors.
90. https://www.prnewswire.com/news-releases/blue-moon-metals-and-alpha-future-funds-scs-announce-non-binding-agreement-to-combine-holdings-in-the-sulitjelma-mining-district-norway-302747737.html - * Blue Moon Metals and Alpha Future Funds S.C.S. entered a non-binding letter of intent on April 2, 2026, to merge their subsidiaries Nye Sulitjelma Gruver AS and VMS Explorations AS. * The combined entity will focus on the historic Sulitjelma mining district in Norway, which holds extraction and exploration permits for copper, gold, zinc, and silver. * Recent 2025 exploration by VMS identified two new copper-gold discoveries and 18 drill targets within the district. * The agreement aims to restart mining operations by integrating development, prioritizing high-grade zones, and utilizing existing infrastructure and hydropower. * Due diligence and negotiation of a definitive agreement are expected to take up to four months.
91. https://www.newswire.com/news/silver-storm-drills-473-g-t-ag-eq-over-3-6-m-and-137-g-t-ag-eq-over-12-0-m - Silver Storm Mining Ltd. reports significant drill results from the San Nicolas Zone at its La Parrilla Silver Mine Complex in Durango, Mexico. Hole IDP-SN-26-001 intersected 473 g/t Ag.Eq over 3.60 m, confirming a high-grade block extending 90 m above previously mined stopes. Additional drilling extended mineralization 85 m at depth, potentially increasing Indicated and Inferred Resources. The company has added a second underground drill rig to accelerate the program, with 44 holes drilled to date.
92. https://www.thehindubusinessline.com/markets/ceasefire-uncertainty-keeps-gold-prices-steady-as-crude-surges-on-hormuz-closure/article70887383.ece - Gold and silver prices remained in a tight consolidation range on Tuesday as investors weighed the slim prospects of a U.S.-Iran peace deal ahead of a Wednesday ceasefire deadline. Crude oil surged more than 6 per cent to around $95 per barrel for Brent and $91 for WTI on renewed fears over a potential blockade of the Strait of Hormuz. The Strait of Hormuz remains closed, putting a firm floor under crude prices despite shifting ceasefire signals. Energy-driven inflation risks are weighing on gold, with the dollar firming above 98.3, dampening rate-cut expectations and limiting upside for non-yielding assets.
93. https://www.thehindubusinessline.com/markets/ceasefire-uncertainty-keeps-gold-prices-steady-as-crude-surges-on-hormuz-closure/article70887383.ece - Gold and silver prices remained in a tight consolidation range on Tuesday as investors weighed the slim prospects of a U.S.-Iran peace deal ahead of a Wednesday ceasefire deadline. Crude oil surged more than 6 per cent to around $95 per barrel for Brent and $91 for WTI on renewed fears over a potential blockade of the Strait of Hormuz. The Strait of Hormuz remains closed, putting a firm floor under crude prices despite shifting ceasefire signals. Energy-driven inflation risks are weighing on gold, with the dollar firming above 98.3, dampening rate-cut expectations and limiting upside for non-yielding assets.
94. https://finance.yahoo.com/economy/policy/articles/warsh-faces-hearing-framework-smaller-100718486.html - Kevin Warsh is set to appear before the Senate Banking Committee regarding his potential confirmation as Federal Reserve chair, where he may discuss plans to reduce the central bank's bond holdings. In the absence of specific details from Warsh, academics and Fed officials, including Stephen Miran and Lorie Logan, are proposing regulatory changes to lower bank reserve requirements as a primary method for shrinking the balance sheet. While this could allow for an easier monetary policy stance, it also carries risks for the broader financial system.
95. https://www.haberturk.com/fed-faiz-toplantisi-tarihi-2026-nisan-fed-faiz-karari-ne-zaman-saat-kacta-aciklanacak-faiz-beklentisi-ne-yonde-3878908 - Chicago Fed Chairman Austan Goolsbee stated that interest rate cuts could be postponed until after 2026 if high oil prices driven by the Iran conflict persist and delay progress toward the 2% inflation target. He indicated that rate reductions will only become an option once Middle East oil price shocks are resolved and inflation trends back toward the 2% level. The comments reflect the Federal Reserve's cautious stance on monetary policy amid global economic uncertainties.
96. https://www.prnewswire.com/news-releases/luca-reports-robust-q1-production-results-and-materially-strengthens-balance-sheet-302747903.html - * Luca Mining Corp. reported strong operating cash flow and silver production for the three months ended March 31, 2026. * The company increased its cash position to approximately $36.4 million and reduced debt to $1.4 million. * Exploration activities included over 10,000 metres of drilling at the Campo Morado and Tahuehueto mines in Mexico. * Management is advancing the Campo Morado Expansion study with a technical report expected in the second half of 2026. * Luca Mining utilizes silver call options to manage exposure to silver prices at its Tahuehueto mine.
97. https://www.energytrend.com/news/20260421-51281.html - Jinko Solar and Hanersun have secured significant new orders for photovoltaic modules in international markets. Jinko Solar signed a 2GW supply agreement with Masdar in the UAE for the RTC Project and a 53MW agreement in Kazakhstan. Hanersun won 25MW module supply and operation and maintenance cooperation orders in Pakistan. These deals highlight the accelerating overseas expansion of the PV industry.
98. https://bitcoinworld.co.in/gold-price-dollar-iran-talks-analysis/ - Gold prices dropped near daily lows as a strengthening US dollar and anticipated US-Iran peace talks created downward pressure. The US dollar index gained 0.8%, while diplomatic channels between Washington and Tehran intensified, potentially reducing geopolitical risk premiums. Technical analysis shows gold testing support around $1,950 per ounce. Market participants monitor these developments for impacts on inflation hedges and portfolio allocations.
99. https://bitcoinworld.co.in/silver-price-forecast-xagusd-warsh-hearing/ - The silver market (XAG/USD) is consolidating below the $80 per ounce level as traders adopt a wait-and-see approach ahead of the Senate confirmation hearing for Federal Reserve nominee Kevin Warsh in Washington D.C. Scheduled for later in April 2025, the hearing is viewed as a critical inflection point for U.S. monetary policy expectations. Market participants are closely monitoring Warsh's testimony regarding inflation dynamics and interest rate paths, which could influence the dollar's strength and subsequently impact non-yielding assets like silver. While industrial demand provides a fundamental floor, financial flows remain the dominant near-term driver.
100. https://cryptonews.com/news/ethereum-price-prediction-ocbc-gold-token/ - OCBC, Singapore's largest bank, launched GOLDX, a tokenized physical gold fund on Ethereum and Solana, in partnership with Lion Global Investors and DigiFT. The fund, targeting institutional investors, holds approximately $525 million in assets under management as of mid-April 2026. This marks the first tokenized gold fund of its kind in Southeast Asia, providing on-chain access to physical gold via stablecoins or fiat. The launch represents a significant institutional adoption of public blockchain infrastructure for real-world assets.
101. https://bitcoinworld.co.in/silver-price-forecast-xagusd-warsh-hearing/ - The silver market (XAG/USD) is consolidating below the $80 per ounce level as traders adopt a wait-and-see approach ahead of the Senate confirmation hearing for Federal Reserve nominee Kevin Warsh in Washington D.C. Scheduled for later in April 2025, the hearing is viewed as a critical inflection point for U.S. monetary policy expectations. Market participants are closely monitoring Warsh's testimony regarding inflation dynamics and interest rate paths, which could influence the dollar's strength and subsequently impact non-yielding assets like silver. While industrial demand provides a fundamental floor, financial flows remain the dominant near-term driver.
102. https://www.koreatimes.co.kr/southkorea/20260421/sungkyunkwan-university-charts-surge-in-advanced-solar-cell-research?utm_source=rss - Sungkyunkwan University and Clarivate released a report highlighting the rapid growth of perovskite solar cell research, tracing its rise since a 2012 breakthrough led by Professor Park Nam-gyu. The analysis identifies perovskites as a leading successor to silicon due to lower manufacturing temperatures and flexibility for applications like windows and clothing. While standalone durability remains a challenge, the report points to tandem designs stacking perovskite layers on silicon as the immediate path to surpassing current efficiency limits. A global webinar is scheduled for June to align research efforts between domestic labs and international developers.
103. https://www.defenseworld.net/2026/04/21/sprott-physical-silver-trust-pslv-shares-sold-by-evergreen-capital-management-llc.html - Evergreen Capital Management LLC reduced its stake in Sprott Physical Silver Trust by 21.7% during the fourth quarter, selling 159,721 shares. The fund's remaining position is valued at $13,644,000. Other institutional investors, including Enclave Advisors LLC and World Investment Advisors, adjusted their stakes in the exchange-traded fund during the same period. Sprott Physical Silver Trust shares traded down 2.7% recently.
104. https://londonlovesbusiness.com/gold-extends-a-three-week-rally/ - Gold prices have recorded a three-week winning streak, supported by a synchronized shift in macro variables including a weaker US Dollar Index and declining US 10-year Treasury yields. Recent US inflation data below expectations has eased concerns regarding aggressive Federal Reserve policy, prompting capital rotation into gold. While geopolitical risks provide additional support, the rally is primarily attributed to temporarily easier financial conditions. Analysts warn that with inflation remaining above the 2% target, the trend's foundation is fragile and a rebound in the dollar or yields could weigh on prices, likely leading to a consolidation phase.
105. https://www.defenseworld.net/2026/04/21/sprott-physical-silver-trust-pslv-shares-sold-by-evergreen-capital-management-llc.html - Evergreen Capital Management LLC reduced its stake in Sprott Physical Silver Trust by 21.7% during the fourth quarter, selling 159,721 shares. The fund's remaining position is valued at $13,644,000. Other institutional investors, including Enclave Advisors LLC and World Investment Advisors, adjusted their stakes in the exchange-traded fund during the same period. Sprott Physical Silver Trust shares traded down 2.7% recently.
106. https://www.defenseworld.net/2026/04/21/spdr-gold-shares-gld-shares-sold-by-dsg-capital-advisors-llc.html - DSG Capital Advisors LLC lowered its SPDR Gold Shares (GLD) holdings by 31.4% in the fourth quarter, selling 20,184 shares to retain 44,046 shares valued at $18.6 million. While DSG reduced its position, other institutional investors including Bank of Montreal Can, Corient Private Wealth LLC, iA Global Asset Management Inc, SG Americas Securities LLC, and L & S Advisors Inc increased or acquired new positions in the ETF. Institutional and hedge fund ownership of GLD stands at 42.19%. The stock recently fell 0.9%.
107. https://www.viva.co.id/bisnis/1893476-standard-chartered-ramal-harga-emas-2026-gencatan-as-iran-jadi-penentu - Standard Chartered analysts forecast gold prices could resume an upward trend to test recent highs in the coming months, contingent on geopolitical stability. Head of Commodities Research Suki Cooper notes that while structural support remains strong, the current US$4,800 support level is under pressure from a fragile US-Iran ceasefire and real yield dynamics. The bank highlights a negative correlation between gold and five-year real yields, suggesting potential price increases if inflation risks materialise or the US economy enters recession.
108. https://www.fxstreet.com/news/ecb-lagarde-signals-no-near-term-rate-move-danske-bank-202604210644 - ECB President Christine Lagarde stated that the economic impact of the war in Iran has not yet reached the bank's adverse scenario. Despite rising energy prices, there is no clear evidence of second-round effects to justify immediate rate hikes. Consequently, Danske Bank has pushed its expected ECB rate hike timeline from April and June to June and July, awaiting further data before the April 30 policy meeting.
109. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-trades-cautiously-below-80-ahead-of-warshs-confirmation-hearing-202604210722 - Silver prices fell nearly 1% to approximately $79.00 during European trading on Tuesday, facing selling pressure before the confirmation hearing of Kevin Warsh, the US Federal Reserve's nominee for chairman. Investors are monitoring Warsh's testimony regarding his potential economic agenda and stance on Federal Reserve independence. Previous reports of Warsh's opposition to quantitative easing and preference for a strong dollar previously drove silver prices down by over 30%. Geopolitical developments, including stalled peace talks between the US and Iran, have also failed to support the metal's price. Technical analysis indicates a sideways trend near the 20-day EMA.
110. https://delano.lu/article/ecb-not-yet-ready-to-change-course-lagarde - Christine Lagarde stated at a Berlin speech on 20 April that the European Central Bank is not yet prepared to change its monetary policy stance due to uncertainty regarding the duration and economic impact of the global energy supply disruption. While acknowledging a 13 million barrels per day loss, she noted market prices have not reached adverse scenario levels, leaving the possibility of contained economic damage if the conflict remains brief. The ECB requires further evidence on inflation pass-through and supply chain stress before deciding on a response.
111. https://cryptobriefing.com/ecbs-de-guindos-urges-caution-on-rates-ahead-of-april-2026-meeting/ - ECB Vice-President Luis de Guindos advised caution regarding interest rates before the April 30, 2026 policy meeting. Market contracts for a 50+ basis point rate decrease sit at 0.1% probability. The ECB has maintained rates since early February due to low unemployment and robust public spending. Middle East conflict drives inflation forecasts to 2.6% for 2026 and growth projections to 0.9%. Trading volume on prediction markets remains thin.
112. https://www.fxstreet.com/news/silver-chinese-demand-surge-cools-after-record-ing-202604210829 - China's silver imports reached a record 836 tonnes in March, significantly exceeding the 10-year average, driven by retail and solar sector demand. This surge pushed domestic prices to a premium earlier in the year, triggering arbitrage flows. However, retail momentum has since softened, causing silver prices to retreat from January's record highs.
113. https://e24.no/boers-og-finans/i/0pBm3E/ikke-overraskende-at-gull-har-slitt - Morgan Stanley has reduced its bullish case for gold prices from $5,700 to $5,200 per ounce by the second half of 2026. The downgrade stems from heightened inflation concerns driven by US-Iran tensions, which have elevated oil and gas prices and made interest rate cuts less likely. High real rates diminish gold's attractiveness as it yields no income. While the bank remains positive on gold, it notes the asset is now tightly linked to real rates and remains sensitive to future interest rate developments.
114. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-trades-cautiously-below-80-ahead-of-warshs-confirmation-hearing-202604210722 - Silver prices fell nearly 1% to approximately $79.00 during European trading on Tuesday, facing selling pressure before the confirmation hearing of Kevin Warsh, the US Federal Reserve's nominee for chairman. Investors are monitoring Warsh's testimony regarding his potential economic agenda and stance on Federal Reserve independence. Previous reports of Warsh's opposition to quantitative easing and preference for a strong dollar previously drove silver prices down by over 30%. Geopolitical developments, including stalled peace talks between the US and Iran, have also failed to support the metal's price. Technical analysis indicates a sideways trend near the 20-day EMA.
115. https://www.fxstreet.com/news/gold-inflation-and-fed-risks-cap-upside-ing-202604210702 - ING strategists Warren Patterson and Ewa Manthey state that rising oil and gas prices are reviving inflation concerns, acting as a near-term headwind for gold prices. Despite geopolitical tensions supporting haven demand, the analysts expect upside to be capped in the short term. They note gold trades around 8% below pre-conflict levels. Attention shifts to the US Senate confirmation hearing for Federal Reserve nominee Kevin Warsh, with hawkish signals potentially adding further pressure on the metal.
116. https://www.thehindubusinessline.com/money-and-banking/rbi-governor-warns-of-second-round-inflation-risks-from-west-asia-conflict/article70887602.ece - RBI Governor Sanjay Malhotra cautioned that second-round inflation effects from the West Asia conflict pose a significant risk, potentially embedding supply shocks into the general price level. Speaking at Princeton University, he noted India's heavy reliance on West Asia for exports, imports, oil, fertilisers, and remittances. To prevent entrenchment, the Reserve Bank of India maintains a neutral, data-dependent stance, avoiding firm policy commitments while remaining agile to evolving inflation-growth dynamics.
117. https://www.ndtvprofit.com/business/govt-readies-india-semiconductor-mission-2-0-with-rs-1-2-lakh-crore-outlay-11386576 - The Indian government plans to launch the India Semiconductor Mission 2.0 by May with an outlay of Rs 1 lakh to 1.2 lakh crore. Led by the Ministry of Electronics and Information Technology, the initiative aims to expand beyond chip fabrication to include capital equipment and raw materials. It introduces a revamped design-linked incentive programme to foster partnerships between foreign and Indian firms, targeting 50 deeptech design firms. The mission seeks to meet 75% of domestic semiconductor demand by 2030, reducing import dependence amidst global supply chain uncertainties.
118. https://dinarchronicles.com/2026/04/21/mon-pm-seeds-of-wisdom-news-updates-4-20-26/ - The US Senate voted 51-44 to overturn a federal waiver allowing California to enforce stricter vehicle emissions rules, halting plans to phase out gas-powered cars. This decision introduces regulatory uncertainty into the energy transition, impacting automakers and investors. The move signals a shift in federal regulatory direction and deepens political divisions between federal and state authorities. Concurrently, BRICS nations are accelerating gold accumulation, with holdings rising to 17.4% of global reserves, reflecting a strategic shift away from traditional fiat reserves due to geopolitical risks and sanctions exposure.
119. https://www.fxempire.com/forecasts/article/first-light-news-geopolitical-caution-remains-feds-warsh-hearing-takes-centre-stage-1592859 - February UK jobs data showed unemployment easing to 4.9% while wage growth remained higher than expected, though job vacancies fell to their lowest level since early 2021. March HMRC payroll data indicated a further drop of 11,000 jobs. Rising energy costs and supply chain disruptions linked to the Iran conflict are forcing businesses to cut costs, creating a stagflation trap for the Bank of England. The GBP faces headwinds as the central bank considers rate hikes to combat inflation in a weakening economy.
120. https://www.prnewswire.com/news-releases/acg-metals-limited-q1-2026-operations-and-capital-structure-update-302748388.html - * ACG Metals Limited reported a 22% decrease in total production to 12,168 oz AuEq in Q1 2026 due to the transition from oxide to sulphide ore mining. * C1 cash costs decreased by 12% to US$387/oz AuEq, while AISC increased by 49% to US$1,438/oz AuEq driven by higher royalties from rising metal prices. * The Gediktepe Sulphide Expansion Project is on schedule with US$101 million spent of the US$146 million budget, targeting production in the middle of 2026. * Realised gold and silver prices rose significantly to US$5,023/oz and US$84.4/oz respectively, supporting strong revenues despite lower volumes. * The company maintains a robust financial position with US$122 million in cash balance against US$78 million in net financial debt.
121. https://kalkinemedia.com/au/stocks/metal-and-mining/why-solis-minerals-asxslm-expands-into-brazil - Solis Minerals Limited (ASX:SLM) has expanded its operational footprint by acquiring a mining asset located in Brazil from a subsidiary of Rio Tinto. This transaction aligns with the company's strategy for cross-border project development and portfolio diversification within the global mining sector. The acquisition provides Solis Minerals with access to new geological regions and established mining infrastructure, supporting its long-term exploration and resource identification objectives.
122. https://www.globenewswire.com/news-release/2026/04/21/3277609/0/en/Applied-Materials-Announces-Advantest-as-Innovation-Partner-for-EPIC-Platform-in-Silicon-Valley.html - * Applied Materials announced a partnership with Advantest Corporation to co-innovate on the EPIC platform for semiconductor manufacturing. * Advantest established a new Innovation Center on Applied Materials' R&D campus in Silicon Valley to connect with the EPIC Center. * The collaboration aims to accelerate the commercialization of next-generation semiconductors and 3D advanced packaging technologies. * The initiative focuses on integrating chip manufacturing processes, in-line metrology, and final device testing for AI and HPC applications. * Applied Materials' EPIC Center is scheduled to become operational in 2026 as part of a major U.S. investment in semiconductor equipment R&D.
123. https://bravenewcoin.com/insights/follow-central-banks-tokenised-gold-on-chain-trade - Central banks purchased 863 tonnes of gold in 2025, marking the fourth consecutive year of significant accumulation driven by de-dollarisation and geopolitical risk. This trend presents an opportunity for investors through tokenised gold products like GoldNZ, issued by Techemynt. Launched in March 2026, GoldNZ provides physically backed, audited access to gold stored in New Zealand vaults, offering a jurisdiction outside Western sanctions. The product aims to replicate sovereign reserve strategies with on-chain transferability and lower entry barriers than traditional physical gold.
124. https://www.goodreturns.in/news/gold-rate-today-flat-after-decline-silver-falls-rs10000kg-in-delhi-latest-gold-silver-prices-21april-1503533.html - On April 21, 2026, gold prices in Delhi remained steady following a recent decline, with 24K gold at Rs 15,544 per gram. Conversely, silver prices dropped by Rs 10,000 per kilogram to Rs 2,65,000. Market sentiment was cautious due to uncertainty surrounding the second round of negotiations between the United States and Iran ahead of a ceasefire expiry. Analysts noted that geopolitical developments continued to influence precious metals movements.
125. https://www.goodreturns.in/gold/gold-price-today-in-india-24k-22k-18k-silver-rate-today-india-iran-us-war-ceasefire-uncertainty-1503523.html - Gold prices in India surged by Rs 93,200 per 100 gram over the past month, reaching Rs 15,529 per gram for 24 karat gold on April 21. The uptrend mirrors global market movements driven by US-Iran ceasefire uncertainty and West Asia tensions. Silver prices also rose during this period. Analysts note that while gold remains stable on Tuesday, volatility persists due to macro events and geopolitical risks affecting investor sentiment.
126. https://www.moneyweb.co.za/mineweb/gold-steadies-as-traders-weigh-next-round-of-us-iran-peace-talks/ - Gold prices stabilised near $4,830 an ounce as traders assessed prospects for renewed US-Iran peace talks in Pakistan. US Vice President JD Vance is leading the delegation, while Iran remains hesitant. The Middle East conflict has disrupted energy supplies and heightened inflation risks, causing gold to fall approximately 8% since late February. Investors are also monitoring Federal Reserve nominee Kevin Warsh's plans regarding monetary policy, which could influence bullion prices.
127. https://www.mercomindia.com/daily-news-wrap-up-top-solar-module-suppliers-in-2025 - India's solar module demand surged in 2025, driven by record project installations that reached 36.6 GW, the highest annual level recorded. Mercom's India Solar Market Leaderboard 2026 identified Trina Solar, Waaree Energies, Goldi Solar, Rayzon Solar, and Saatvik Green Energy as top suppliers. Concurrently, regulatory bodies including CERC, Rajasthan ERC, and GERC announced new frameworks for market coupling, demand flexibility, and refunds for distributed solar developers.
128. https://www.brecorder.com/news/40417492/gold-eases-on-firmer-dollar-as-investors-await-clarity-on-us-iran-talks - Gold prices fell 0.2% to $4,807.91 per ounce on Tuesday as the US dollar strengthened. Investors are monitoring potential peace talks between the US and Iran scheduled for Islamabad, which could impact oil prices and market volatility. The two-week ceasefire in the Middle East conflict is set to expire this week. While gold acts as an inflation hedge, high interest rates continue to weigh on its appeal against yield-bearing assets.
129. https://coingape.com/fed-chair-nominee-kevin-warsh-vows-fed-independence-despite-trumps-push-for-rate-cuts/ - Federal Reserve Chair nominee Kevin Warsh stated his commitment to maintaining the central bank's independence during his confirmation hearing before the Senate Banking Committee. Warsh emphasised that independence is earned through effective inflation management and is not threatened by elected officials' comments. This stance contrasts with President Donald Trump's recent push for lower interest rates, which faces resistance due to inflation concerns and a Department of Justice investigation into the current chair, Jerome Powell. Market data suggests rates will remain steady this year.
130. https://financialpost.com/pmn/business-wire-news-releases-pmn/spanish-mountain-gold-announces-sale-of-a-1-5-royalty-to-wheaton-precious-metals-for-us55-million - Spanish Mountain Gold Ltd. announced the sale of a 1.5% net smelter returns (NSR) royalty on its Spanish Mountain Gold Project in British Columbia to Wheaton Precious Metals for US$55 million. The first payment of US$22.5 million is expected shortly, with subsequent installments contingent on drilling completion and environmental approvals. The transaction includes provisions for a potential buy-back or royalty adjustment if the company fails to meet throughput targets by 2030. The company aims to advance the project towards a construction decision in 2028.
131. https://www.investing.com/news/commodities-news/gold-edges-lower-with-usiran-talks-fed-chair-succession-in-focus-4625009 - Gold prices declined 0.3% to $4,807.75 an ounce in Asian trade on Tuesday. Market uncertainty persists regarding potential peace talks between the US and Iran before a ceasefire expires this Wednesday. Attention also shifted to a Senate confirmation hearing for Federal Reserve Chair nominee Kevin Warsh. The yellow metal remains within a $4,700-$4,900/oz trading range, underperforming due to inflation concerns overshadowing safe-haven demand.
132. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5264765-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D8%AA%D8%B1%D8%A7%D8%AC%D8%B9-%D9%85%D8%B9-%D8%A7%D8%B1%D8%AA%D9%81%D8%A7%D8%B9-%D8%A7%D9%84%D8%AF%D9%88%D9%84%D8%A7%D8%B1-%D9%88%D8%AA%D8%B1%D9%82%D9%91%D9%8F%D8%A8-%D9%85%D8%AD%D8%A7%D8%AF%D8%AB%D8%A7%D8%AA-%D8%A7%D9%84%D8%B3%D9%84%D8%A7%D9%85-%D9%81%D9%8A-%D8%A5%D8%B3%D9%84%D8%A7%D9%85-%D8%A2%D8%A8%D8%A7%D8%AF - Gold prices declined 0.2% to $4,807.91 per ounce on Tuesday, driven by a stronger US dollar and expectations of peace talks between the US and Iran in Islamabad. Investors await confirmation of the meeting, which could extend a ceasefire or lead to a peace agreement. Analysts note that successful talks might support gold by lowering oil prices, though high interest rates currently reduce its appeal. Oil prices also fell as supply risks were reassessed. The ceasefire, which ended two weeks ago, has slowed a conflict that has caused thousands of deaths and global economic damage.
133. https://www.investing.com/news/commodities-news/gold-edges-lower-with-usiran-talks-fed-chair-succession-in-focus-4625009 - Gold prices declined slightly in Asian trade due to uncertainty regarding potential peace talks between the US and Iran before a ceasefire expiration. Markets focused on a Senate confirmation hearing for Federal Reserve Chair nominee Kevin Warsh, whose nomination was viewed as less dovish than expected. The yellow metal struggled to break out of a $4,700-$4,900/oz range as inflation concerns overshadowed haven demand. Warsh's past criticism of Fed asset buying and support for lower rates influenced precious metals sentiment.
134. https://stockhead.com.au/resources/new-geophysics-refines-gold-silver-hunt-at-bayan-springs-north/ - Bayan Mining and Minerals has identified two priority targets for gold and silver exploration at its Bayan Springs North project in Nevada following the interpretation of new airborne magnetic and radiometric data. Both targets exhibit geological similarities to the nearby Maverick Springs system. The company plans to conduct detailed rock chip sampling and soil geochemical surveys to validate these anomalies before potential drill testing. CEO Nathan Kong stated that further work is required to confirm the interpretations.
135. https://www.marketbeat.com/originals/inflation-shock-ahead-get-ready-for-impact/ - Market analysts caution that the ongoing Iran war is driving up oil prices, which are currently near $115, creating significant inflationary pressure across the economy. Major appliance manufacturers like Whirlpool and GE Appliances have cited extreme inflation, planning price hikes to offset costs. While a lasting ceasefire could lower oil prices, supply constraints in the Middle East may keep prices elevated. The Federal Reserve faces the risk of having to hike interest rates to stabilize consumer prices, potentially dampening the stock market outlook despite current earnings growth and a resilient labor market.
136. https://looniepolitics.com/trumps-federal-reserve-nominee-to-face-tough-hearing-before-senate-panel/ - Kevin Warsh, Donald Trump's Federal Reserve nominee, is scheduled to appear before the Senate Banking Committee. Democrats plan to question his transparency regarding over $100 million in financial holdings and his alignment with Trump's demands for interest rate cuts amidst rising inflation. The nomination faces potential delays due to a Justice Department investigation into the Fed's predecessor, Jerome Powell, which a senator indicated could block the vote. Warsh emphasised the need for Fed independence and a focus on controlling inflation.
137. https://www.24newshd.tv/21-Apr-2026/topless-turkey-miners-stage-hunger-strike-unpaid-wages - Approximately 90 miners from Doruk Mining, a subsidiary of Yildizlar SSS Holding, staged a sit-in and hunger strike outside Turkey's energy ministry in Ankara. The workers, members of the Independent Miners' Union, walked 180 kilometres from Eskisehir to demand payment of unpaid wages and severance entitlements. Police used tear gas and detained several union members upon their arrival. The dispute stems from unresolved compensation claims following the mine's transfer to Yildizlar SSS Holding in 2022.
138. https://www.fxstreet.com/news/gold-holds-steady-above-4-800-amid-us-iran-ceasefire-uncertainty-202604202317 - Gold prices traded flat near $4,825 during the early Asian session on Tuesday, supported by geopolitical instability in the Middle East. Renewed uncertainty over US-Iran peace talks and potential Strait of Hormuz blockades has driven oil prices higher, stoking inflation fears. While gold is a hedge against such uncertainty, high interest rates reduce its attractiveness. Market attention shifts to the US Retail Sales report later on Tuesday, with projections of a 1.4% monthly rise in March.
139. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-consolidates-around-7950-amid-cloud-over-us-iran-talks-202604210146 - Silver (XAG/USD) trades sideways around $79.50 during the Asian session on Tuesday, driven by uncertainty surrounding upcoming US-Iran peace talks and an impending ceasefire expiration. Technical analysis indicates a constructive bias as the price holds above the 200-period Simple Moving Average, though momentum indicators have cooled. Key support levels are identified at $78.53 and $76.75, while resistance is seen at $82.71 and $88.67. The market remains in a consolidation phase with traders awaiting further geopolitical developments.
140. https://www.fxstreet.com/news/gold-slides-back-closer-to-4-800-as-usd-edges-higher-ahead-of-us-iran-peace-talks-202604210328 - Gold prices fell towards the $4,800 mark on Tuesday as the US Dollar strengthened amid uncertainty surrounding US-Iran peace negotiations. US President Donald Trump announced that US negotiators will travel to Pakistan to discuss extending a ceasefire set to expire on Wednesday. However, Iranian officials expressed hesitation, citing US naval blockades and ceasefire violations as obstacles. Rising US bond yields and a stronger USD exerted pressure on the non-yielding commodity, though traders remain cautious about aggressive directional bets due to geopolitical instability in the Strait of Hormuz.
141. https://kalkinemedia.com/au/stocks/gold/asx-200-gold-stock-surges-on-high-grade-discovery-buzz - Ora Banda Mining Ltd reported exceptional high-grade drilling results at its Waihi Project in Western Australia, boosting investor confidence. The findings strengthen the Golden Pole Lode mineralisation potential and support an updated resource estimate. Proximity to the Davyhurst processing facility enhances operational efficiency. The company plans to incorporate results into near-term development, positioning Waihi as a potential underground mining operation to complement its portfolio and drive long-term growth.
142. https://www.brecorder.com/news/40417431/development-at-a-cost - The Punjab Assembly's standing committee has approved amendments to permit mineral extraction in areas previously protected under forest and wildlife laws. Proponents argue the move will boost revenue, employment, and reduce import reliance by aligning provincial laws with national mineral policy. However, environmental experts warn of irreversible damage to biodiversity, ecosystems, and water systems. The editorial highlights concerns that reclassifying protected areas weakens conservation laws and conflicts with Pakistan's international climate commitments, urging a robust regulatory framework to balance economic needs with long-term sustainability.
143. https://interestingengineering.com/energy/tu-wien-2d-materials-hidden-gap-chip-problem - Researchers at TU Wien discovered that a nanoscale gap between ultrathin 2D materials and insulating oxide layers prevents many promising chip materials from achieving expected miniaturisation gains. The gap, caused by weak van der Waals bonding, reduces capacitive coupling and limits gate control in transistors. While materials like graphene and molybduim disulfide show strong intrinsic properties, their performance degrades when integrated with standard insulators. The study suggests that successful scaling requires co-designing semiconductor and insulating layers, potentially using 'zipper materials' to eliminate the gap. Published in Science, the findings warn against relying solely on material properties without considering interface engineering.
144. https://www.brecorder.com/news/40417440/us-iran-tensions-firmer-dollar-push-gold-to-one-week-low - Gold prices fell to a one-week low amid rising US-Iran tensions following the seizure of an Iranian cargo vessel. The US dollar strengthened to its highest level in a week, while oil prices jumped approximately 5% on fears of a ceasefire collapse. Higher Treasury yields and a stronger dollar increased the opportunity cost of holding non-yielding bullion, dampening demand. Analysts note that while geopolitical risks persist, bearish daily elements currently dominate the market.
145. https://ec.ltn.com.tw/article/breakingnews/5399384 - Franklin Templeton senior vice general manager Luo Youmei advises investors that gold mining stocks have outperformed physical gold by two to three times in 2025. While physical gold serves as a hedge against geopolitical risks and central bank accumulation, mining stocks provide superior profit margins and cash flow even if gold prices stagnate. The expert recommends allocating 3% to 5% of investment portfolios to gold assets to manage uncertainty without excessive volatility.
146. https://www.freemalaysiatoday.com/category/world/2026/04/21/ecbs-lagarde-warns-europe-faces-prolonged-fallout-from-hormuz-shock - ECB President Christine Lagarde warned that Europe faces a highly uncertain economic outlook due to ongoing disruptions at the Strait of Hormuz. Speaking in Berlin, she noted the closure of this critical energy chokepoint has shocked the global economy, with net oil supply losses estimated at 13 million barrels per day. While markets currently bet on a temporary disruption, Lagarde cautioned that a prolonged conflict could widen supply-demand gaps and spill over into sectors like fertilisers and jet fuel, where prices have already doubled. She urged governments to avoid broad fiscal support to prevent fueling inflation, reaffirming the ECB's commitment to returning inflation to 2.0% over the medium term.
147. https://investinglive.com/centralbank/fed-nominee-kevin-warsh-says-central-bank-independence-depends-on-discipline-not-politics-20260420/ - Federal Reserve chair nominee Kevin Warsh states that central bank independence relies on internal discipline rather than political pressure. In remarks reported by the Wall Street Journal ahead of his Senate Banking Committee confirmation hearing, Warsh warns against post-crisis mission creep into fiscal and social policy. He emphasises a strict focus on the core monetary policy mandate and frames inflation control as a policy choice, committing to prioritise price stability to maintain institutional credibility.
148. https://investinglive.com/centralbank/boj-survey-shows-flat-loan-demand-highlighting-fragile-japan-growth-and-cautious-outlook-20260421/ - The Bank of Japan Senior Loan Officer Survey indicates broadly flat loan demand across firms, households, and governments during the March-April period. While manufacturing remains relatively resilient, smaller firms and consumer lending show weakness. Credit conditions are stable with no material tightening or easing, though loan rate spreads increased slightly. The data suggests a fragile economic recovery despite persistent inflation, supporting a cautious, gradual policy tightening path rather than aggressive rate hikes.
149. https://www.myjoyonline.com/ierpp-warns-of-a-systematic-siege-of-ghanas-natural-resources/ - The Institute for Economic Research and Public Policy (IERPP) has issued a warning regarding the state of Ghana's natural resources, citing a 'systematic siege' caused by weak enforcement and opaque mining arrangements. Executive Director Professor Isaac Boadi specifically questioned the transparency of recent developments at the Damang mining operations and the lack of public oversight. The think tank highlighted that illegal mining activities continue to cause significant revenue losses and environmental degradation, including water pollution and deforestation. The Institute is calling for strengthened transparency in mining deals, improved regulatory enforcement, and increased civil society participation to address these governance failures.
150. https://www.elfinanciero.com.mx/economia/2026/04/20/precio-del-oro-cae-por-la-tension-renovada-en-el-estrecho-de-ormuz/ - Gold prices dropped 1.9% before recovering to trade near $4,820 per ounce due to renewed violence in the Middle East. Rising oil and gas prices have fueled inflation concerns, reducing expectations for Federal Reserve interest rate cuts. US Vice President JD Vance is leading a delegation to Pakistan to discuss negotiations with Iran. Analysts note that the price decline reflects a shift in investor confidence but expect gold to trade between $4,700 and $4,900 in the short term.
151. https://en.cryptonomist.ch/2026/04/20/us-recession-odds/ - The International Monetary Fund has warned that US recession probabilities may increase as Treasury bonds lose safe-haven status against a backdrop of $39 trillion in national debt. On Polymarket, traders currently price the 2026 recession outlook at 15%. The market shows low liquidity and minimal trading volume, indicating fragile conviction. Upcoming data from the NBER, Federal Reserve, and Treasury, including comments from Fed Chair Powell, will influence future market movements.
152. https://www.elfinanciero.com.mx/economia/2026/04/20/precio-del-oro-cae-por-la-tension-renovada-en-el-estrecho-de-ormuz/ - Gold prices dropped 1.9% amid renewed violence in the Middle East, raising concerns over energy supply disruptions and inflation. Rising oil and gas prices reduce expectations for Federal Reserve interest rate cuts, negatively impacting non-yielding assets like gold. US Vice President JD Vance leads a delegation to Pakistan to resume negotiations with Iran, while Tehran remains cautious about diplomatic engagement. Market strategists note that while the inflationary impulse may be temporary, investor confidence has wavered following the geopolitical shift.
153. https://stockhead.com.au/resources/us-light-shines-brighter-for-silver-mines-with-bonanza-chips-and-barite-samples/ - Silver Mines reported high-grade silver and critical mineral barite samples from its Calico North project in California. Assays included 1,960g/t silver, with 20% of samples exceeding 50g/t. The discovery confirms significant barite mineralisation alongside silver. The company plans drilling at the nearby Kramer Hills gold project later this year while continuing to advance its Bowdens project in Australia.
154. https://gestion.pe/economia/empresas/minera-canadiense-palamina-cierra-financiamiento-por-us-305-millones-para-lanzar-colt-silver-noticia/ - Canadian mining company Palamina Corp. has completed US$3.05 million in financing to launch Colt Silver Corp., a new entity dedicated to its silver and copper projects in Peru. This spin-out strategy separates Colt Silver from Palamina's gold-focused operations to streamline business focus and attract specific investors. The new company will manage seven projects, including Galena, Esperanza, Volcano, and Sora in Puno. Funds will support initial activities, regulatory filings, and potential listing on the Canadian stock exchange.
155. https://goldsilver.com/industry-news/article/silver-price-forecast-2026-2027-the-bull-case-and-bear-case-laid-out/ - GoldSilver.com presents a 2026-2027 silver price forecast, noting the metal hit an all-time high of $121/oz in January 2026 before trading near $80/oz in April. The bull case cites structural industrial demand, six consecutive supply deficits, and potential Federal Reserve rate cuts, with targets ranging from $90 to $150/oz. Conversely, the bear case highlights a resilient dollar, sticky inflation, and industrial demand softness, projecting a correction to $60-$65/oz. Institutional forecasts vary widely, from $44/oz to $309/oz.
156. https://www.bloomberg.com/news/videos/2026-04-20/warsh-to-focus-on-fed-s-independence-in-confirmation-video - * Bloomberg's Stuart Paul previews remarks from Trump's Federal Reserve Chair nominee Kevin Warsh. * Warsh is expected to focus on the Fed's monetary independence during his Tuesday confirmation hearing. * Warsh's view that the Fed is responsible for all inflation, including external drivers, is described as shockingly hawkish. * This stance may reflect pressure from the White House to deliver rate cuts. * The remarks highlight potential tensions between the Fed's independence and executive branch expectations.
157. https://cryptobriefing.com/ecbs-lagarde-warns-of-economic-impact-from-energy-shock-hints-at-rate-cut/ - ECB President Christine Lagarde warned of the uncertain economic impact of an ongoing energy shock, suggesting a potential interest rate cut. The crisis, stemming from war in Iran, has disrupted shipments and inflated oil prices above $110/barrel. Market odds for a 50+ bps rate cut by April 30 remain at 0.1%. Lagarde's comments indicate the ECB may need to cut rates to offset economic drag as Middle East tensions escalate.
158. https://ceoworld.biz/2026/04/20/the-federal-reserve-and-war-in-iran-why-it-matters-to-your-money/ - The Federal Reserve faces a new economic climate as the war in Iran drags into its second month, causing crude oil prices to rise 56% year-to-date. With energy costs soaring and inflation figures showing CPI at 2.4% in February, the Fed may delay anticipated rate cuts or consider hikes. The central bank is unlikely to cut rates amid this volatility and rising energy costs, preferring a wait-and-see approach. Investors are now uncertain if rate cuts will occur in 2026.
159. https://goldsilver.com/industry-news/article/silver-price-forecast-2026-2027-the-bull-case-and-bear-case-laid-out/ - GoldSilver.com presents a 2026-2027 silver price forecast, noting the metal hit an all-time high of $121/oz in January 2026 before trading near $80/oz in April. The bull case cites structural industrial demand, six consecutive supply deficits, and potential Federal Reserve rate cuts, with targets ranging from $90 to $150/oz. Conversely, the bear case highlights a resilient dollar, sticky inflation, and industrial demand softness, projecting a correction to $60-$65/oz. Institutional forecasts vary widely, from $44/oz to $309/oz.
160. https://www.okaz.com.sa/economy/na/2245058 - * Gold and silver prices declined at settlement following a 1% and 2.19% drop respectively. * The US dollar index rose to weekly highs due to uncertainty over the US-Iran ceasefire. * Higher Treasury yields increased the opportunity cost of holding non-yielding precious metals. * President Donald Trump expressed confidence in securing a peace agreement despite market concerns. * The decline occurred as investors shifted capital away from safe-haven assets amid geopolitical speculation.
161. https://thearabianpost.com/gold-slips-as-oil-shock-clouds-peace-hopes/ - Gold prices declined by approximately 0.7 per cent on Monday as geopolitical tensions in the Strait of Hormuz triggered an oil supply shock. The seizure of an Iranian-flagged cargo ship and renewed shipping disruptions pushed oil prices up by over 5 per cent, strengthening the US dollar and Treasury yields. These macroeconomic factors outweighed safe-haven demand, dampening physical buying in Asia and highlighting the conflict's inflationary impact on global markets.
162. https://www.fxstreet.com/news/fx-today-markets-focus-on-iran-talks-as-tensions-undermine-the-dollar-202604202106 - Heightened tensions in the Middle East, including the closure of the Strait of Hormuz and the seizure of an Iran-flagged vessel, dominated financial markets on Monday. The US Dollar Index reversed gains to finish near 98.00, while Wall Street ended in the red. Traders await the second round of talks between Iran and the US, alongside US economic data releases and the Senate hearing for Fed Chair nominee Kevin Warsh. Commodity prices saw WTI crude rise over 2.4% amid conflict fears, while Gold remained pressured by high US Treasury yields.
163. https://www.marketpulse.com/markets/silver-gold-technical-analysis-reject-resistance-ceasefire/ - Gold and Silver prices are under review as the US-Iran ceasefire expires on April 22. While equity markets remain positive, precious metals struggle for momentum. Analysts note that a ceasefire collapse could trigger a violent reaction, with Gold potentially rising on risk-off flows if oil stays below $100, while Silver and Copper face downward pressure near relative highs.
164. https://www.marketpulse.com/markets/ecb-waits-for-signals-from-the-economy/ - Álvaro Santos Pereira, a member of the ECB's Governing Council, states the European Central Bank cannot yet fully assess the impact of the war with Iran on the euro area economy. He describes the situation as a classic supply shock causing rising prices and weaker growth, placing the central bank in a difficult position. The bank will continue to monitor incoming data before reacting, noting that current economic growth is around 1% and external shocks increase the risk of further weakening conditions.
165. https://www.gurufocus.com/news/8803912/gold-price-outlook-downgraded-by-morgan-stanley - On April 20, 2026, Morgan Stanley revised its gold price forecast downward to $5,200 by the second half of 2026, down from $5,700. The downgrade reflects concerns over rising energy prices and cooling expectations for Federal Reserve rate cuts due to conflict between the U.S., Israel, and Iran. While analysts still anticipate two rate cuts this year, gold prices have recently declined by approximately 8.5% as the asset failed to act as a safe haven during the initial conflict surge. The SPDR Gold Shares (GLD) ETF, with a market cap of $161.76 billion, currently trades at $440.63.
166. https://www.streetwisereports.com/article/2026/04/17/canadian-mining-co-delivers-ca-438m-silver-growth-surge-at-chinese-mine.html - Silvercorp Metals Inc. reported Q4 2026 fiscal year results on April 16, 2026, achieving record revenue of CA$147.4 million and full-year revenue of CA$438.1 million. The company noted a 96% quarter-over-quarter revenue increase and a 47% full-year increase. Operational highlights included record ore processing and an MSCI ESG rating upgrade from A to AA. Production of silver, gold, lead, and zinc varied across sites, with specific decreases attributed to lower head grades at the Ying Mining District. The company provided 2027 fiscal year production guidance and cash cost estimates.
167. https://www.politico.com/news/2026/04/20/fed-chair-nominee-warsh-set-to-commit-to-be-strictly-independent-on-rates-00880511 - Federal Reserve chair nominee Michael Warsh is set to testify that he will maintain strict independence in monetary policy decisions, resisting political pressure for rate cuts. He emphasised that price stability is the Fed's primary mandate and that inflation causes grievous harm to citizens. Warsh stated he will keep the Fed within its statutory authority regarding monetary policy while cooperating with the administration on non-monetary matters.
168. https://coinweek.com/gold-holds-firm-as-safe-haven-despite-war-volatility-silver-demand-accelerates/ - Gold maintains its status as a safe haven asset despite short-term price volatility linked to the Iran conflict and U.S. military operations in early March. While technical factors caused a temporary pullback, long-term investment fundamentals remain intact, supported by a dovish Federal Reserve stance amid rising inflation. Simultaneously, silver markets are gaining momentum driven by a 42% year-over-year increase in Indian imports and expanded global exploration budgets. Major producers like Barrick Mining Corporation are executing strategic shifts, including planned IPOs, while supply constraints loom due to declining greenfield exploration.
169. https://coinweek.com/gold-holds-firm-as-safe-haven-despite-war-volatility-silver-demand-accelerates/ - Gold maintains its status as a safe haven asset despite short-term price volatility linked to the Iran conflict and U.S. military operations in early March. While technical factors caused a temporary pullback, long-term investment fundamentals remain intact, supported by a dovish Federal Reserve stance amid rising inflation. Simultaneously, silver markets are gaining momentum driven by a 42% year-over-year increase in Indian imports and expanded global exploration budgets. Major producers like Barrick Mining Corporation are executing strategic shifts, including planned IPOs, while supply constraints loom due to declining greenfield exploration.
170. https://oilprice.com/Energy/Energy-General/UK-Inflation-Set-to-Jump-to-33-as-Iran-War-Hits-Petrol-Airfares-and-Rent.html - UK CPI inflation is forecast to increase to 3.3% in March, up from 3.0% in February, driven by rising fuel costs and financial market turbulence linked to the conflict in Iran. Petrol prices are estimated to have risen 6.5%, diesel by over 12%, and airfares could surge up to 14% due to Easter travel timing. Services inflation is expected to reach 4.4%. The Office for National Statistics (ONS) is expected to release the data, complicating the Bank of England's rate path. Goldman Sachs estimates the energy shock could add 0.4 percentage points to headline inflation.
171. https://www.northernminer.com/news/b2gold-trims-q2-output-after-goose-fire/1003890172/ - B2Gold reported a reduction in second-quarter output from its Goose mine in Nunavut following a fire at the crushing circuit on April 16. The incident caused no injuries but lowered expected production to 18,000-20,000 ounces, down from 29,000 ounces. Repairs are estimated at $10 million and scheduled for completion in the third quarter. The company maintains its full-year guidance of 170,000 to 230,000 ounces.
172. https://www.cmjornal.pt/economia/detalhe/governador-do-banco-de-portugal-alerta-para-risco-de-estagnacao-na-zona-euro - Álvaro Santos Pereira, governor of the Banco de Portugal, warned that the eurozone economy is performing unsatisfactorily at around 1% growth, nearing stagnation. Speaking to Bloomberg, he noted that while the economy was resilient before the war, supply shocks from the conflict typically reduce growth and increase inflation. He urged the European Central Bank to focus on data and be prepared to act if inflation expectations rise significantly, stating the current situation lies between the bank's baseline and adverse scenario.
173. https://www.americanbanker.com/news/wells-fargos-scharf-lowering-rates-is-wrong-thing-to-do - Wells Fargo CEO Charlie Scharf stated in Washington that lowering interest rates is currently unwise due to economic uncertainties stemming from the ongoing war in Iran. Speaking at the Economic Club of Washington, Scharf noted a consensus among policymakers to wait until the conflict's end is clear. His comments preceded the Senate Banking Committee confirmation hearing for Kevin Warsh, President Trump's nominee to replace Federal Reserve Chair Jerome Powell. Scharf emphasised the importance of Fed independence while acknowledging the President's right to express views on monetary policy.
174. https://www.infomoney.com.br/onde-investir/slvr11-primeiro-etf-de-prata-estreia-na-b3-apos-metal-subir-118/ - XP Asset began trading SLVR11, Brazil's first silver ETF, on the B3 exchange on Monday, 20 January 2026. The fund, with an initial share price of R$50 and a 0.3% annual management fee, tracks the LBMA Silver index. This launch expands the manager's precious metals suite to include gold and silver products, following a 118% rise in silver prices in 2025. The instrument offers investors direct exposure to the commodity with currency hedging options.
175. https://www.infomoney.com.br/onde-investir/slvr11-primeiro-etf-de-prata-estreia-na-b3-apos-metal-subir-118/ - XP Asset began trading SLVR11, Brazil's first silver ETF, on the B3 exchange on Monday, 20 January 2026. The fund, with an initial share price of R$50 and a 0.3% annual management fee, tracks the LBMA Silver index. This launch expands the manager's precious metals suite to include gold and silver products, following a 118% rise in silver prices in 2025. The instrument offers investors direct exposure to the commodity with currency hedging options.
176. https://www.fool.com/investing/2026/04/20/warshs-fed-confirmation-hearing-starts-tomorrow-3/ - Kevin Warsh, President Donald Trump's nominee to become the next Federal Reserve chair, is scheduled to appear before the Senate Banking Committee for a confirmation hearing starting tomorrow. Investors are expected to monitor his testimony regarding potential interest rate cuts amidst rising inflation, his commitment to maintaining Federal Reserve independence from the executive branch, and his plans for a dramatic reduction in the central bank's balance sheet. The hearing is set for 10 a.m. ET on Tuesday.
177. https://calgaryjournal.ca/2026/04/20/%E2%96%B7watch-inflation-jumps-to-2-4-in-march-driven-by-iran-war-oil-shock-statcan-says/ - Statistics Canada reported that annual inflation accelerated to 2.4% in March, up from 1.8% in February, primarily due to soaring fuel costs linked to the war in Iran and the closure of the Strait of Hormuz. Monthly gasoline prices rose 21.2%, the largest increase on record. While core inflation excluding gasoline declined, economists expect headline inflation to remain above 3% in April. The Bank of Canada is monitoring the situation closely ahead of its April 29 interest rate decision, with markets favouring a rate hold.
178. https://whyy.org/episodes/economic-check-in-stocks-surge-consumers-wary-fed-chair-pick/ - President Donald Trump's nominee for Federal Reserve chair is scheduled to appear before the Senate Banking Committee. The hearing occurs as consumer sentiment hits an all-time low due to persistent inflation and geopolitical tensions, despite a thriving stock market. Guests Lydia DePillis and Patrick Harker discuss the potential impact of new leadership on interest rates and the economy.
179. https://www.zerohedge.com/political/tomorrows-testimony-kevin-warsh-walk-tightrope-rates-inflation-and-fed-independence - Kevin Warsh, President Donald Trump's nominee for Federal Reserve Chair, is set to testify before the Senate Banking Committee regarding his vision for the central bank. The hearing occurs amidst political tension, including a Justice Department probe into current Chair Jerome Powell and opposition from Democrats over Warsh's financial disclosures. Markets assign a 33% probability of Warsh's confirmation by May 15. Warsh aims to balance Trump's desire for lower interest rates with commitments to Fed independence and inflation control, citing potential disinflationary effects from AI and deregulation.
180. https://www.mining.com/chile-targets-faster-permits-to-unlock-100b-pipeline/ - Chile's Economy and Mining Minister Daniel Mas announced government efforts to accelerate mining permit approvals to unlock over $100 billion in investment. The new sectoral framework aims to simplify 200 procedures and cut processing times by 30% while maintaining environmental standards. Officials estimate these reforms could generate more than 20,000 permanent jobs and restore investor appeal. Recent activity includes $17 billion in projects entering environmental review, such as Freeport and Codelco's El Abra project and BHP's Escondida concentrator expansion.
181. https://charlestondaily.net/suniva-inc-selects-laurens-county-for-first-south-carolina-manufacturing-facility-adding-564-new-jobs/?utm_source=rss&utm_medium=rss&utm_campaign=suniva-inc-selects-laurens-county-for-first-south-carolina-manufacturing-facility-adding-564-new-jobs - Suniva, Inc. announced the selection of Laurens County, South Carolina, for its first manufacturing facility in the state. The company plans a $350 million investment to lease a 620,000 square-foot building for advanced solar cell production. This expansion is expected to create 564 new jobs and increase annual production capacity to over 5.5GW. Operations are scheduled to begin in 2027. The project received approval for job development credits from the Coordinating Council for Economic Development.
182. https://energiesmedia.com/ameresco-sunel-83-mw-solar-epc-project-in-greece/ - Ameresco and Sunel have secured an Engineering, Procurement, and Construction (EPC) contract to deliver an 83 MW solar photovoltaic project in Greece. The project will be executed through their joint venture, Ameresco Sunel Energy SA, covering design, procurement, construction, and commissioning. This agreement aligns with Greece's strategy to expand clean energy capacity, aiming for 3.5 GW by 2030. The collaboration leverages Ameresco's experience in energy efficiency and Sunel's EPC expertise in solar PV and battery storage, marking a significant step in the European renewable energy market.
183. https://goldsilver.com/industry-news/article/why-silver-falls-while-gold-rises-what-it-means-for-you/ - Silver prices decline while gold rises during economic stress because silver functions as both an investment and industrial commodity, whereas gold is primarily a safe-haven asset. Industrial demand for silver contracts during slowdowns, hitting its price from two sides. The gold-to-silver ratio widens, signaling silver's relative weakness. Investors are advised to view divergence periods as potential accumulation opportunities for silver, depending on risk tolerance, while maintaining a balanced allocation of gold for stability and silver for growth potential.
184. https://goldsilver.com/industry-news/goldsilver-news/gold-price-after-ceasefire-violation-the-floor-has-moved/ - On April 20, 2026, the US Navy destroyer USS Spruance seized the Iranian-flagged MV Touska in the Gulf of Oman, closing the Strait of Hormuz. While oil futures surged 7% and stock futures fell, gold prices dropped approximately 1% to around $4,819 per ounce. The article notes that gold is no longer reacting as a primary geopolitical hedge to such escalations, citing fiscal dominance and US debt interest payments exceeding $1 trillion as the new structural floor for the metal.
185. https://www.cnbc.com/2026/04/20/kevin-warsh-fed-confirmation-senate.html - Federal Reserve chair nominee Kevin Warsh stated that the central bank must remain independent of political influence while focusing on its primary goals. Speaking to the Senate Banking Committee, Warsh emphasised fighting inflation and criticised the Fed for overstepping into areas like climate change and social inequality. He warned that independence is at risk when the Fed strays into fiscal and social policies. President Donald Trump nominated Warsh in January to succeed Jerome Powell, with concerns raised about potential pressure to lower interest rates.
186. https://cryptobriefing.com/lagarde-warns-fiscal-support-could-lead-to-higher-ecb-rate-hikes/ - ECB President Christine Lagarde stated that generous fiscal support for households might necessitate higher interest rate increases by the European Central Bank. This stance highlights a conflict between fiscal measures during energy shocks and the ECB's inflation targets. Market data for a 50+ basis point rate decrease at the April 2026 meeting shows only 0.2% probability, indicating strong consensus against a large cut. Traders face thin volume, with minimal capital required to shift odds, though the low probability suggests a deep long shot for significant rate reductions unless inflation data or guidance changes.
187. https://www.miningnewsnorth.com/story/2026/04/24/northern-neighbors/b2gold-agnico-forge-nunavut-alliance/9637.html - B2Gold Corp. announced a non-exclusive collaboration with Agnico Eagle Mines Ltd. to share operational knowledge at their Nunavut gold mines, including mining in arctic conditions and logistics. Simultaneously, B2Gold agreed to sell its 70% interest in the Fingold joint venture in Finland to Agnico Eagle for $325 million. Separately, B2Gold reported a fire at its Goose Mine crushing circuit, resulting in reduced Q2 production forecasts of 18,000 to 20,000 ounces compared to the previous estimate of 29,000 ounces, though full-year guidance remains unchanged.
188. https://republicofmining.com/2026/04/20/fast-tracking-us-critical-minerals-could-backfire-without-safeguards-oxfam-warns-by-amanda-stutt-mining-com-april-17-2026/ - Oxfam America warns that accelerating US critical mineral mining without robust environmental safeguards and community engagement risks triggering long-term disruptions. Despite President Trump's March 2025 executive order to boost domestic production and reduce foreign reliance, experts argue that rushing permits and financing could ultimately slow projects down. Emily Greenspan, co-lead of Oxfam America's Natural Resource Justice team, cautioned that building on a shaky foundation incurs long-term costs.
189. https://www.nanowerk.com/nanotechnology-news3/newsid=69195.php - Researchers at TU Wien discovered that a van der Waals gap forms between 2D materials and insulating layers, limiting chip miniaturization. This gap weakens electronic coupling and imposes fundamental physical limits on device scaling. The study identifies 'zipper materials' that interlock the semiconductor and insulator to eliminate the gap, offering a potential solution for the semiconductor industry to avoid investing in fundamentally limited technologies.
190. https://www.dostor.org/5516531 - Hani Milad, head of the gold and jewellery branch of the General Union of Chambers of Commerce, stated that global gold prices were negatively affected by the energy and oil crisis. He explained that record oil and dollar price increases pressured gold prices globally, causing a decline as nations and individuals prioritised liquidity to cover exchange rate differences and energy supply costs. Prices began rising again with signs of a ceasefire in the Middle East conflict.
191. https://cryptobriefing.com/wells-fargo-ceo-no-rate-cuts-until-iran-conflict-ends/ - Wells Fargo CEO stated that lowering interest rates would be incorrect until the Iran conflict concludes. This comment reinforces a hawkish Federal Reserve outlook, with market odds for a 25 basis point rate cut after the April meeting dropping to 0.2%. The ongoing geopolitical tension is cited as keeping inflation risks elevated, reducing the likelihood of monetary easing. Trading volumes in prediction markets remain thin, though specific odds suggest deep skepticism regarding imminent rate reductions.
192. https://www.fxstreet.com/news/gold-slips-toward-4-800-as-iran-tensions-lift-yields-and-oil-202604201710 - Gold prices fell 0.70% to trade near $4,803 as US-Iran tensions escalated over the weekend, with Iran closing the Strait of Hormuz and the US seizing an Iranian vessel. Rising US Treasury yields, edging to 4.266%, and a rally in oil prices capped gains. US Vice President JD Vance leads the negotiating team, while President Donald Trump stated the ceasefire is unlikely to extend. Federal Reserve Chair nominee Kevin Warsh is set for a confirmation hearing. Technical indicators suggest a downside bias with support at $4,706.
193. https://cryptobriefing.com/trump-claims-superior-iran-deal-market-reacts-to-hardline-stance/ - Donald Trump stated that a superior Iran deal is underway, causing market odds for Iranian oil sanction relief in April to fall to 41.5%. The probability of Iran surrendering enriched uranium by April 30 dropped to 28.1%. Trading activity in related markets reached $24,072, with a 12-point drop in enriched uranium odds driven by Trump's hardline rhetoric. Traders anticipate a major development between April 30 and June 30 due to the steepening term structure.
194. https://www.fxstreet.com/news/boj-rate-hike-timing-and-data-in-focus-rabobank-202604201416 - Rabobank Senior FX Strategist Jane Foley notes that Bank of Japan Governor Ueda's recent cautious comments at the IMF meetings have tempered earlier hawkish signals, causing some forecasters to doubt an April rate hike. While surveys indicate most watchers still expect tightening by end-June, stronger February real wages and upcoming March CPI data remain key factors. The article highlights the divergence between market expectations and the central bank's current communication strategy regarding policy timing.
195. https://www.investing.com/news/economy-news/ecb-needs-more-data-before-firm-policy-conclusions-lagarde-says-4624191 - ECB President Christine Lagarde stated that the economic impact of the war in Iran has not yet reached the bank's adverse scenario levels. Policymakers require more information before drawing firm conclusions on monetary policy, as there is no evidence of second-round price impacts despite soaring energy prices. Comments suggest an April interest rate hike is unlikely, though the bank faces opposing forces of inflation memory and disposable income constraints.
196. https://www.benzinga.com/Opinion/26/04/51920076/vicious-treasury-emergency-at-our-doorstep - Former US Treasury Secretary Henry Paulson warned that the US Treasury market faces a potential emergency requiring a break-the-glass plan. Citing $39 trillion in federal debt and rising interest costs, Paulson noted declining foreign demand for Treasuries. He stated that if confidence falters, the Federal Reserve may be forced to act as a buyer of last resort by printing money. The article suggests this structural shift could accelerate a move away from fiat collateral toward alternative assets like Bitcoin.
197. https://copperbeltkatangamining.com/u-s-firms-show-growing-interest-in-congo-mining-assets-as-investment-tied-to-peace-efforts/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-firms-show-growing-interest-in-congo-mining-assets-as-investment-tied-to-peace-efforts - US companies are demonstrating strong interest in mining assets in the Democratic Republic of the Congo, including the Rubaya mine in the east. The Congolese government has submitted a shortlist of strategic projects to American investors to strengthen supply chains and reduce reliance on China. Officials state that investments must align with ongoing peace initiatives. While discussions are early, initial activity includes Virtus Minerals planning to restart operations at mines previously run by Chemaf. Investors emphasise the need for fiscal stability and regulatory certainty.
198. https://www.thefijinews.net/news/279000047/fiji-mulls-to-tighten-penalties-on-illegal-mining - The Fijian government intends to increase penalties for illegal mining to address environmental damage and close legal loopholes. Timoci Samisoni, deputy secretary for the Ministry of Lands and Mineral Resources, stated that reforms will prioritise environmental protection and biodiversity conservation. The ministry plans to conduct further consultations and mandate regular awareness activities for landowners to ensure informed participation and strengthen sector oversight.
199. https://www.fxstreet.com/news/silver-retreats-as-middle-east-tensions-bolster-dollar-higher-for-longer-rate-bets-202604201613 - Silver prices fell 1.30% to $79.75 on Monday as escalating US-Iran tensions strengthened the US Dollar and revived inflation concerns. The closure of the Strait of Hormuz and naval confrontations drove oil prices higher, complicating Federal Reserve policy decisions. Investors are now reassessing the durability of the ceasefire framework while awaiting US Retail Sales and PMI data.
200. https://www.fxstreet.com/news/silver-retreats-as-middle-east-tensions-bolster-dollar-higher-for-longer-rate-bets-202604201613 - Silver prices fell 1.30% to $79.75 on Monday as escalating US-Iran tensions strengthened the US Dollar and revived inflation concerns. The closure of the Strait of Hormuz and naval confrontations drove oil prices higher, complicating Federal Reserve policy decisions. Investors are now reassessing the durability of the ceasefire framework while awaiting US Retail Sales and PMI data.
201. https://www.itmtrading.com/blog/robert-kiyosaki-homeless-pension-2026-nightmare/ - Robert Kiyosaki warns that the US pension system, specifically 401(k)s, faces a potential collapse in 2026 due to high debt, inflation, and stock market bubbles. He suggests this could lead to significant retirement account losses, forcing many retirees into homelessness. Kiyosaki attributes this risk to the 1974 establishment of the petrodollar system and ERISA, noting that central banks are shifting towards gold while suppressing precious metal prices. He advises holding physical gold and silver as a defense against currency devaluation and recommends seeking expert guidance from ITM Trading.
202. https://www.zawya.com/en/business/commodities/inflation-woes-and-firmer-dollar-drag-gold-lower-as-us-iran-tensions-revive-tj6sijpx - Gold prices declined on Monday due to a stronger U.S. dollar and renewed inflation concerns following rising oil prices. Spot gold dropped 0.8% to $4,790.59 per ounce, while U.S. gold futures fell 1.4%. The decline was driven by fears of a resumption of hostilities between the United States and Iran, which pushed oil prices up and heightened inflation risks. Analysts note that gold has taken a backseat to the dollar as the preferred safe haven amid the conflict, with prices expected to remain below $5,000 unless de-escalation occurs.
203. https://www.prnewswire.com/news-releases/silver-deficit-hits-sixth-straight-year-as-one-cobalt-camp-consolidator-prepares-to-drill-the-boundaries-past-producers-could-never-cross-302746977.html - Global silver supply deficits are projected to continue for a sixth consecutive year in 2026, driven by industrial demand from solar and data centres. Nord Precious Metals Mining Inc. has consolidated nearly 4 kilometres of mining leases in Ontario's Cobalt-Gowganda camp, enabling drilling across historical claim boundaries that previously halted exploration. The company holds existing permits for boundary drilling and is preparing new permits for broader exploration, supported by an acquired gravity plant and a historical tailings resource. Major producers like First Majestic, Hecla, Coeur, and Endeavour are also expanding operations or raising production guidance amidst the supply constraints.
204. https://www.solarpowerworldonline.com/2026/04/tandem-pv-begins-perovskite-silicon-solar-panel-demonstration-manufacturing/ - Tandem PV has commenced demonstration manufacturing of tandem perovskite-silicon solar panels at a 65,000-square-foot facility in Fremont, California. The production line accommodates 40 MW of annual capacity. The company's proprietary technology combines a thin perovskite layer with a conventional silicon cell to capture more of the solar spectrum. Initial modules are being produced for customer validation trials later this year, with plans to sell the first commercial panels in 2026 and target high-volume manufacturing in 2028.
205. https://www.prnewswire.com/news-releases/silver-deficit-hits-sixth-straight-year-as-one-cobalt-camp-consolidator-prepares-to-drill-the-boundaries-past-producers-could-never-cross-302746977.html - Global silver supply deficits reached a sixth consecutive year in 2026, driven by industrial demand from solar and electronics sectors. Nord Precious Metals Mining Inc. consolidated nearly 4 kilometres of mining leases in Ontario's Cobalt-Gowganda camp, enabling drilling across historical claim boundaries. The company holds a delineated tailings resource and has secured permits for a 600-tonne-per-day gravity plant. Major producers including First Majestic, Hecla, Coeur, and Endeavour reported strong 2025-2026 production and updated guidance.
206. https://silverseek.com/article/technical-scoop-precious-recovery-oil-plummet-gulf-contingency - David Chapman, a financial industry veteran, suggests gold and silver are entering a recovery phase following a prolonged corrective period. The analysis notes that gold prices are rising driven by physical buying rather than speculative paper gold, despite recent volatility linked to Strait of Hormuz news. Chapman identifies a weakening US dollar and shaky credit markets as supportive factors. He forecasts a resumption of the bull market if gold breaks above $5,100 and silver surpasses $62, citing a falling gold/silver ratio as a positive signal for silver to lead the next upwave.
207. https://www.tradingkey.com/analysis/economic/central-banks/261801165-bank-of-japan-rate-hike-hope-diminishing-april-tradingkey - Five sources cited by Reuters indicate the Bank of Japan will likely hold interest rates steady at its upcoming meeting due to heightened uncertainty from ongoing Middle East hostilities. Governor Kazuo Ueda signalled a potential rate hike in June if conditions allow, while a recent household survey shows persistent inflation expectations. Contradictory signals from Iran regarding US negotiations further complicate the economic outlook.
208. https://www.financemagnates.com/trending/how-low-can-gold-go-this-new-xauusd-price-prediction-shows-28-drok-risk-to-3400/ - Gold prices fell 0.9% to $4,793 per ounce on April 20, 2026, following a US Navy seizure of an Iranian vessel and rising oil prices. Analyst Konstantinos Chrysikos of Kudotrade warns of a potential 28% drop to $3,400 if support at $4,281 breaks. Rising Treasury yields and a stronger Dollar Index are increasing pressure on the non-yielding asset. While institutional forecasts range from $4,000 to $6,300 for year-end 2026, the World Gold Council models a decline to $3,360-$3,990 under specific reflation scenarios.
209. https://www.startitup.sk/kto-neveri-politikom-investuje-do-zlata/ - EPO INVEST a.s. reports that clients invest in physical gold primarily due to distrust in politicians and institutions. Factors include concerns over future generations' debt, demographic crises, geopolitical instability, and fears of new taxation forms. The company highlights gold's anonymity, lack of counterparty risk, and historical value preservation as key benefits over traditional assets like stocks or real estate, noting its tax-free status for individuals.
210. https://bulliontradingllc.com/blog/basel-iii-gold-as-hqla-reclassification/ - Basel III's Net Stable Funding Ratio (NSFR) requires banks to hold 85% stable funding for unallocated gold, significantly increasing holding costs compared to the previous regime. This regulatory change incentivizes a structural shift from unallocated to allocated gold accounts to reduce compliance burdens. While gold remains unclassified as a High Quality Liquid Asset (HQLA) under the Liquidity Coverage Ratio, central banks have purchased over 1,000 tonnes annually since 2022. The combination of higher synthetic supply costs and sustained sovereign demand reinforces the structural case for physical gold prices.
211. https://energy.economictimes.indiatimes.com/news/coal/rajasthan-plans-revenue-boost-with-new-mineral-block-roadmap-for-fy27/130390087 - Rajasthan's Mines Department has initiated planning for the 2026-27 financial year, setting a revenue target of Rs 14,001 crore, a 39 per cent increase from the previous year's record of Rs 10,394 crore. Additional Chief Secretary Aparna Arora directed officials to prepare a roadmap for major and minor mineral blocks, focusing on legal mining, auction schedules, and restarting closed mines. The plan aims to boost state revenue, employment, and economic activity through accelerated exploration and delineation.
212. https://www.mining-technology.com/news/arizona-eagle-to-acquire-62-acres-land/ - Arizona Eagle Mining has signed agreements to acquire 62 acres of patented land in Arizona containing three former high-grade silver mines: the Arizona National Mine, the Lookout Mine, and the Silver Belt Mine. The properties, known as the Silver Parcels, are located near the company's McCabe gold-silver deposit. Surface sampling revealed silver grades up to 344 g/t, while tailings testing showed grades as high as 861 g/t silver and 15.6 g/t gold. Finalisation is anticipated between 19 and 30 June 2026 pending due diligence.
213. https://www.pv-magazine.com/2026/04/20/philippines-adds-899-mw-of-solar-in-2025/ - The Philippines installed 899 MW of solar capacity in 2025, bringing cumulative totals to 3,892 MW by year-end, according to IRENA. Ground-mounted projects dominate the market, supported by the Department of Energy's green energy auction program and rising tariffs. Notable developments include the 197 MW Citicore Solar Batangas 1, the 384 MW operational phases of the SanMar project in Zambales, and the country's first megawatt-scale floating solar plant. Analysts from Ember predict further growth driven by a gigawatt-sized project pipeline and streamlined net-metering processes.
214. https://bitcoinethereumnews.com/finance/gold-longer-term-support-from-softer-dollar-hsbc/?utm_source=rss&utm_medium=rss&utm_campaign=gold-longer-term-support-from-softer-dollar-hsbc - HSBC strategists note gold price volatility this year, with prices swinging between USD 4,405 and USD 5,450 per ounce before stabilising near USD 4,800. While near-term action is headline-driven, the bank expects a softer US Dollar and structural risks to support gold over the longer term. Factors include geopolitical risk, economic policy uncertainty, potential USD weakness, and ongoing central bank demand. Mine supply is expected to increase modestly in 2026-27, while recycling should rise more meaningfully.
215. https://kingworldnews.com/michael-oliver-silver-price-will-to-skyrocket-to-300-500-by-summer/ - Michael Oliver, founder of MSA Research, predicts silver prices will rise to between $300 and $500 by summer. Based on technical analysis showing a shift to an upward trend following a recent price plunge, Oliver argues that a violent congestion period has ended. He states silver will seek a new price reality fairly quickly, possibly within the current summer season. The forecast is part of a special report on gold, silver, and miners released by King World News.
216. https://metalsandminers.substack.com/p/the-m2-surge-why-global-money-printing - An analyst argues that the current surge in global M2 money supply mirrors the 2020-2021 pandemic era, predicting a significant acceleration in inflation. The analysis suggests that this monetary expansion, combined with geopolitical supply shocks such as rising fertilizer prices linked to conflict in Iran, creates conditions for a massive commodity bull cycle. The author concludes that hard assets and the mining sector are positioned to benefit from this environment of currency debasement and record global debt.
217. https://thedailytearsheet.com/2026/04/20/morning-report-fridays-re-opening-of-the-strait-of-hormuz-was-short-lived/ - The Federal Reserve maintained its policy rate as Fed Governor Christopher Waller cited ongoing Iran tensions and persistent inflation as key factors. Waller warned that high inflation combined with a weak labor market creates complex policy challenges, potentially necessitating rate stability if inflation risks outweigh labor market risks. Meanwhile, single-family rents rose 1.1% in February, though growth has slowed. The Atlanta Fed GDP Now model estimates Q1 GDP at 1.3%. Earnings season continues with reports expected from AGNC Investment, Tesla, and homebuilders including D.R. Horton and Pulte.
218. https://dillongage.com/blog/gold-slid-as-iran-war-ramped-up-again/ - Gold prices slid early Monday as the dollar strengthened following renewed tensions in the Iran war and the closure of the Strait of Hormuz. The U.S. Navy seized an Iranian-flagged ship near the strait, prompting concerns about inflation and delaying Federal Reserve interest rate cuts. June gold futures dropped 0.8% to $4,840.80 an ounce, while platinum also touched one-week lows. The conflict has erased expectations for rate cuts this year, with investors now anticipating rates to remain unchanged until mid-next year.
219. https://montrealgazette.com/press-releases/globe-newswire/morocco-strategic-minerals-corp-announces-district-scale-option-agreement-in-moroccos-western-high-atlas/ - Morocco Strategic Minerals Corp entered an option agreement with MNF Groupe Inc on April 15, 2026, to acquire up to an 80% interest in a portfolio of mineral assets in Morocco's Western High Atlas. The deal covers five exploitation licences, two research permits, and environmental authorisations. Additionally, the company secured a separate option for a 100% interest in the Ouneine Mine. The assets include historical copper-gold-silver mines with recent sampling indicating high-grade mineralisation. The transaction includes a four-month due diligence period followed by cash payments upon exercise.
220. https://www.pv-tech.org/vsun-solar-modules-detained-under-uflpa-could-knock-us30-million-off-company-earnings/ - VSUN solar modules have been detained by US Customs and Border Protection under the UFLPA, potentially reducing the company's earnings by US$30 million. The detention stems from an inability to confirm the cargo is free from components produced in China's Xinjiang Uyghur Autonomous Region. VSUN is pursuing legal action to release the modules for the US market or redirect them to other markets at lower prices. The incident highlights supply chain traceability challenges for solar manufacturers, including those owned by Toyo, amidst rising US import restrictions.
221. https://hotnews.ro/china-a-ajuns-sa-importe-cantitati-record-de-argint-2223786 - China imported a record 836 tonnes of silver in March, significantly exceeding the ten-year seasonal average of 306 tonnes. Driven by retail investors seeking alternatives to gold and photovoltaic equipment manufacturers rushing production before export tax reductions expired on 1 April, demand pushed domestic prices above international benchmarks. While analysts predict a return to normal import levels, the surge has encouraged global arbitrage trading, with much of the silver flowing through Hong Kong. Conversely, broader precious metal prices have declined due to inflation concerns stemming from the Iran conflict.
222. https://www.tokyoreporter.com/investment/how-tokyos-financial-culture-and-trends-influence-interest-in-gold/ - Tokyo's financial culture, characterised by a preference for stability and capital preservation following past economic cycles, drives interest in gold as a safe-haven asset. The Japanese yen's fluctuations, low interest rates, and an aging population further shape demand for physical gold and ETFs. Technological advancements have also expanded market access, allowing younger investors to participate actively. Global trends are interpreted through a local lens of caution and risk management, reinforcing gold's role in balanced portfolios.
223. https://cbn.com/news/us/how-iran-conflict-affects-some-homebuyers - The Iran conflict has driven up oil prices, fueling inflation and causing the Federal Reserve to maintain higher interest rates. Consequently, mortgage rates have risen, reversing earlier optimism and making homeownership less affordable. Existing home sales dropped 3.5% in March, reaching a nine-month low, as uncertainty and elevated borrowing costs slow market activity.
224. https://www.supplypro.ca/inflation-expected-to-jump-as-iran-oil-shock-enters-price-data/ - Statistics Canada is set to report March consumer price index data on April 20, with economists expecting headline inflation to rise to 2.5 per cent from 1.8 per cent in February. This increase is driven by elevated gasoline and diesel prices following Iran's temporary closure of the Strait of Hormuz, which caused global oil prices to surge. While oil prices later fell after the strait reopened, RBC economist Claire Fan predicts the headline rate could top three per cent in April before the removal of federal fuel excise taxes takes full effect in May. Bank of Canada governor Tiff Macklem noted the central bank will monitor near-term price shocks but is cautious about raising interest rates prematurely given weak growth conditions.
225. https://www.newswire.com/news/banyan-gold-announces-46-5-million-private-placement - * Banyan Gold Corp. announced a private placement raising up to $46.5 million in gross proceeds. * Funds will finance the AurMac Project in Yukon, Canada, and expand the 2026 drill program. * The company holds the Hyland Gold Project, which contains significant silver resources alongside gold. * Financing is expected to close on or about May 6, 2026, subject to regulatory approvals. * Proceeds will also support general working capital requirements for the company's operations.
226. https://www.cnbc.com/2026/04/17/fed-governor-waller-says-iran-war-and-labor-market-risks-are-keeping-central-bank-on-hold.html - Federal Reserve Governor Christopher Waller stated that current economic conditions, including a potentially long-lasting inflation shock driven by the Iran war and a stable but stagnant labor market, complicate interest rate decisions. Waller indicated the Fed may need to maintain current rates for a prolonged period until economic direction clarifies. He expressed concern that price shocks could lead to lasting inflation increases, similar to the pandemic era, while noting employers remain vulnerable to economic shocks that could trigger job reductions.
227. https://tradebrains.in/is-it-time-to-enter-gold-and-silver-motilal-oswal-explains/ - Motilal Oswal Financial Services advises investors to adopt a buy on dips strategy for gold and silver, anticipating volatile yet positive trends in 2026. Despite short-term consolidation and macroeconomic headwinds, the firm cites strong investment demand via ETFs and a constructive long-term outlook supported by potential monetary easing and high global debt levels. The brokerage suggests accumulating assets during price corrections rather than chasing peaks.
228. https://funds-europe.com/hanetf-and-sprott-launch-silver-ucits-etf/ - ETF provider HANetf, in partnership with Sprott Asset Management, has launched the Sprott Silver Miners & Physical Silver UCITS ETF. The fund offers exposure to silver mining equities and physical silver via the Sprott Physical Silver Trust. Hector McNeil of HANetf and Steve Schoffstall of Sprott highlighted silver's role in industrial applications and its monetary value, marking the strategy's expansion outside North America.
229. https://www.defenseworld.net/2026/04/20/merit-financial-group-llc-sells-9245-shares-of-spdr-gold-minishares-trust-gldm.html - Merit Financial Group LLC reduced its holdings in SPDR Gold MiniShares Trust by 17.4% during the fourth quarter, selling 9,245 shares. The firm now holds 43,950 shares valued at $3,752,000 according to its SEC 13F filing. While Merit decreased its position, other institutional investors including Sumitomo Mitsui Trust Group Inc, Mizuho Bank Ltd, Bank of America Corp DE, CWM LLC, and Corient Private Wealth LLC increased their GLDM positions in the second and third quarters.
230. https://tradebrains.in/is-it-time-to-enter-gold-and-silver-motilal-oswal-explains/ - Motilal Oswal Financial Services advises investors to adopt a buy on dips strategy for gold and silver, anticipating volatile yet positive trends in 2026. Despite short-term consolidation and macroeconomic headwinds, the firm cites strong investment demand via ETFs and a constructive long-term outlook supported by potential monetary easing and high global debt levels. The brokerage suggests accumulating assets during price corrections rather than chasing peaks.
231. https://tradebrains.in/gold-retreats-on-akshaya-tritiya-as-hormuz-crisis-powers-the-us-dollar/ - Gold prices in India fell 0.77% to Rs.15,344 per gram on April 20, 2026, during Akshaya Tritiya. The intraday decline followed a sharp rise in the US Dollar Index and Brent Crude Oil prices to $95.51 per barrel, triggered by US Navy seizure of an Iranian tanker in the Strait of Hormuz. Despite the short-term correction, annual gains remain at 61% from the previous year. Analysts maintain a bullish outlook due to central bank accumulation and festive demand, though silver prices also dropped over 2%.
232. https://ekonomi.haber7.com/ekonomi/haber/3621513-piyasalarda-sis-perdesi-uzman-isim-uyardi-nakitte-kalmak-da-bir-strateji - Doç. Dr. Filiz Eryılmaz, jeopolitik gerilimler ve çelişkili haber akışının piyasalarda belirsizlik yarattığını belirtti. ABD-İran gerilimlerinin devam etmesiyle yatırımcılar temkinli bekliyor. Kısa vadede altın için aceleci alım önerilmiyor; kâr realizasyonu düşünülebilir. Uzun vadede kademeli alım stratejisi öne çıkarken, nakitte kalmak da geçerli bir strateji olarak vurgulandı.
233. https://ohiocapitaljournal.com/2026/04/20/repub/how-trumps-repeated-efforts-to-fire-the-federal-reserve-chair-harm-the-economy/ - President Donald Trump has threatened to oust Federal Reserve Chair Jerome Powell if he remains in office after his term ends in May 2026. Trump's Department of Justice has launched a criminal investigation into renovations at the Fed building, and he previously attempted to remove Governor Lisa Cook. Economists warn that undermining central bank independence to force lower interest rates risks long-term economic stability and high inflation.
234. https://www.fxstreet.com/news/dow-jones-futures-fall-as-us-iran-tensions-renew-202604200750 - US stock futures declined during European hours on Monday amid renewed tensions between the United States and Iran. Iranian state media reported Tehran refused to resume talks and blocked the Strait of Hormuz. US President Trump confirmed representatives would travel to Islamabad for negotiations but reiterated threats against Iranian infrastructure. Market sentiment worsened due to fading expectations of Federal Reserve rate cuts driven by inflation concerns linked to elevated energy prices from the Middle East conflict.
235. https://www.fxstreet.com/news/cee-fx-limited-impact-from-energy-shock-so-far-commerzbank-202604200754 - Commerzbank analyst Tatha Ghose assesses inflation data for Poland, the Czech Republic, and Hungary following a recent energy price spike. While headline inflation accelerated in March as expected, core measures show only mild, statistically noisy upticks with negligible secondary effects. Regional central banks are expected to pause further rate cuts until oil prices decline considerably, as it remains unclear if second-round effects will impact domestic policy.
236. https://www.fxstreet.com/news/fed-leadership-clash-raises-market-risk-dbs-202604201009 - DBS Group Research's Philip Wee warns that a contested transition of Federal Reserve leadership could erode the US Dollar's haven status. The US Senate is set to hold a confirmation hearing for Kevin Warsh on April 21, amidst a dispute between President Trump and incumbent Chair Jerome Powell regarding Warsh's appointment and Powell's resignation amid a DOJ probe. This potential 'Two Popes' scenario coincides with escalating tensions with Iran, increasing market risk premiums.
237. https://cryptobriefing.com/rich-clarida-persistent-inflation-exceeds-2-target-a-deep-recession-may-be-needed-to-curb-core-inflation-and-the-us-faces-an-unsustainable-fiscal-path-macro-musings/ - Richard Clarida, managing director at PIMCO and former Federal Reserve vice chair, states that persistent inflation exceeding the 2% target may require a deep recession to bring core inflation down significantly. He estimates achieving the target could necessitate 6% unemployment. Clarida also highlights the US unsustainable fiscal path, noting that higher term premiums are driving global bond yields despite negative fiscal news. He emphasises the critical role of short-term inflation expectations in wage negotiations and warns that losing central bank credibility could lead to severe economic challenges.
238. https://tradebrains.in/is-it-time-to-enter-gold-and-silver-motilal-oswal-explains/ - Motilal Oswal Financial Services advises investors to adopt a buy on dips strategy for gold and silver, anticipating volatile yet positive trends in 2026. Despite short-term consolidation and macroeconomic headwinds, the firm cites strong investment demand via ETFs and a constructive long-term outlook supported by potential monetary easing and high global debt levels. The brokerage suggests accumulating assets during price corrections rather than chasing peaks.
239. https://www.maraviexpress.com/karongas-coal-mining-company-cmg-penalised-k14-5-million-by-mepa-for-six-environmental-violations/ - The Malawi Environmental Protection Authority (MEPA) imposed a total penalty of K14.5 million on Karonga-based Coal and Minerals Group (CMG) for six environmental violations. These include water pollution, uncontrolled effluent discharge, absence of waste and environmental management plans, and operating a loading bay without approval. The penalties were authorised by MEPA Director General Wilfred Kadewa on 15 April 2026 following an inspection on 6 April 2026. MEPA ordered CMG to cease uncontrolled discharge and install treatment facilities. Additionally, the Mining & Minerals Regulatory Authority (MMRA) suspended CMG's mining operations on 8 April 2026 due to licence contraventions.
240. https://www.defenseworld.net/2026/04/20/merit-financial-group-llc-sells-9245-shares-of-spdr-gold-minishares-trust-gldm.html - Merit Financial Group LLC reduced its holdings in SPDR Gold MiniShares Trust by 17.4% during the fourth quarter, selling 9,245 shares. The firm now holds 43,950 shares valued at $3,752,000 according to its SEC 13F filing. While Merit decreased its position, other institutional investors including Sumitomo Mitsui Trust Group Inc, Mizuho Bank Ltd, Bank of America Corp DE, CWM LLC, and Corient Private Wealth LLC increased their GLDM positions in the second and third quarters.
241. https://mises.org/mises-wire/trump-driving-gold-crazy-along-rest-world - US President Donald Trump's geopolitical strategies and trade policies have contributed to a sharp drop in gold prices, which fell over 20 percent from a January peak above $5,600 per troy ounce. The article attributes this decline to liquidity dynamics, a strengthening US dollar, and shifting market focus to energy assets amid tensions in the Strait of Hormuz. Despite short-term volatility, the text suggests gold remains a long-term safe haven due to high global debt and inflationary pressures. Turkey is reportedly considering selling gold reserves to support its currency.
242. https://www.fxstreet.com/news/dow-jones-futures-fall-as-us-iran-tensions-renew-202604200750 - US stock futures declined during European hours on Monday amid renewed tensions between the United States and Iran. Iranian state media reported Tehran refused to resume talks and blocked the Strait of Hormuz. US President Trump confirmed representatives would travel to Islamabad for negotiations but reiterated threats against Iranian infrastructure. Market sentiment worsened due to fading expectations of Federal Reserve rate cuts driven by inflation concerns linked to elevated energy prices from the Middle East conflict.
243. https://www.fxstreet.com/news/gold-buy-dips-as-geopolitics-whipsaw-risk-ocbc-202604200907 - OCBC strategists Sim Moh Siong and Christopher Wong advise investors to buy gold dips rather than chase rallies, citing the metal's close tie to risk proxies. Following weekend geopolitical developments that dented risk appetite, they expect consolidation near current levels with resistance around 4,850-4,900 and support at 4,714 and 4,650/70. The near-term direction is expected to depend on ceasefire outcomes.
244. https://investorsking.com/2026/04/20/gold-slides-8-since-february-peak-as-rising-rates-and-strong-dollar-weigh-on-demand/ - Gold prices declined 8 percent to approximately $4,792 per ounce amid sustained pressure from rising U.S. interest rates and a stronger U.S. dollar. Despite heightened geopolitical tensions in the Middle East, macroeconomic factors including elevated Treasury yields and persistent inflation concerns have driven capital flows away from safe-haven assets. Physical demand weakened in key markets like Asia, while investors shifted toward yield-bearing investments as central banks, particularly the Federal Reserve, are expected to maintain higher rates for longer.
245. https://www.newswire.com/news/temas-highlights-strategic-advantage-of-rcl-technology-amid-global-sulphuric - Temas Resources Corp. states its patented Regenerative Chloride Leach (RCL) technology offers a strategic advantage over conventional processing due to reliance on hydrochloric acid rather than sulphuric acid. The company notes global sulphuric acid supply is strained by Chinese export restrictions and Middle East geopolitical conflicts, causing price volatility and shortages in mining regions like Chile and the DRC. Conversely, Temas asserts RCL benefits from stable, domestically produced hydrochloric acid in jurisdictions such as the US and Australia, reducing exposure to trade disruptions and offering lower operating costs.
246. https://www.newsghana.com.gh/gold-slips-over-1-as-oil-surge-fans-inflation-fears/ - * Gold prices fell 1.02% to $4,784.20 per ounce on April 19, 2026, amid rising inflation fears. * A sharp rebound in oil prices, triggered by renewed Middle East tensions and US Navy actions, shifted investor focus away from safe-haven assets. * Market expectations of persistent inflationary pressures suggest central banks may maintain tighter monetary policy, weighing on gold demand. * Despite the daily decline, gold has gained nearly 40% year-to-date, with analysts projecting a bull cycle continuing into 2027. * Diplomatic uncertainty regarding negotiations between the US and Iran further complicated market sentiment.
247. https://menews247.com/equities-hold-firm-as-oil-and-geopolitics-reshape-the-outlook-comments-from-century-financial/ - Equities remain stable while geopolitical tensions in the Strait of Hormuz and rising oil prices reshape market outlooks. The U.S. Dollar Index strengthened amid uncertainty, supported by safe-haven demand. Gold and silver prices rose weekly but faced pressure during the Asian session due to renewed inflation risks and potential interest rate hikes. Technical analysis indicates mixed signals for major currencies and precious metals.
248. https://investorsking.com/2026/04/20/gold-slides-8-since-february-peak-as-rising-rates-and-strong-dollar-weigh-on-demand/ - Gold prices declined 8 percent to approximately $4,792 per ounce amid sustained pressure from rising U.S. interest rates and a stronger U.S. dollar. Despite heightened geopolitical tensions in the Middle East, macroeconomic factors including elevated Treasury yields and persistent inflation concerns have driven capital flows away from safe-haven assets. Physical demand weakened in key markets like Asia, while investors shifted toward yield-bearing investments as central banks, particularly the Federal Reserve, are expected to maintain higher rates for longer.
249. https://keyt.com/news/money-and-business/cnn-business-consumer/2026/04/20/heres-what-trumps-fed-pick-could-have-in-store-for-the-worlds-most-powerful-central-bank/ - Kevin Warsh, President Donald Trump's nominee to succeed Federal Reserve Chair Jerome Powell, appeared before the Senate Banking Committee for his confirmation hearing. Warsh, a former Fed governor, advocates for a leaner central bank, significant balance sheet reduction, and potential interest rate cuts. The hearing tested his views on monetary policy amidst global economic shifts and the US-Israeli war with Iran. Warsh suggested trimming Fed staff and reducing the institution's footprint, though he must navigate the Fed's consensus-based decision-making process and maintain its independence.
250. https://thomaslhutcheson.substack.com/p/the-question-for-powell - Thomas Hutcheson argues that the succession of supply shocks since 2020 represents a structural change rather than bad luck, challenging Federal Reserve Chair Jerome Powell's view that the world has not fundamentally changed. Hutcheson contends that policy choices are creating more shocks and suggests a higher flexible average inflation target may be warranted. He criticizes the Fed for managing rather than fighting inflation and calls for greater transparency regarding the central bank's agency during large economic shocks.
251. https://www.goodreturns.in/news/gold-rate-today-takes-breather-after-rally-in-akshaya-tritiya-2026-silver-prices-flat-in-delhi-20apr-1503301.html - Gold prices across 24K, 22K, and 18K purity levels declined in Delhi on 20 April 2026, following a rally during Akshaya Tritiya. 24K gold fell to Rs 15,544 per gram. Silver prices remained flat at Rs 275 per gram. Analyst Ilya Spivak of Tastylive attributed the gold downturn to fading optimism regarding a US-Iran ceasefire, which revived 'war trade' patterns, increasing crude prices and inflation expectations.
252. https://www.vietnamplus.vn/gia-vang-giam-khi-lenh-ngung-ban-my-iran-ran-nut-post1105970.vnp - Global gold prices declined on 20 April amid a weakening US-Iran ceasefire agreement and rising geopolitical tensions in the Middle East. The US dollar strengthened as concerns over renewed conflict in the Strait of Hormuz pushed oil prices higher, fueling inflation fears. Consequently, US Treasury yields and the dollar rose, reducing gold's appeal as a non-yielding asset. Spot gold fell 0.7% to $4,794.21 per ounce, while June 2026 futures dropped 1.3% to $4,813.70. Other precious metals, including silver and platinum, also lost value.
253. https://thewest.com.au/business/bulls-n-bears/infinity-mining-eyes-15b-e-waste-market-to-boost-nsw-copper-play-c-22168182 - Infinity Mining has executed a second binding memorandum of cooperation with Orivium Global to process e-waste alongside historic ore stockpiles at its Cangai copper project in New South Wales. The partnership targets the $1.5 billion Australian e-waste market, aiming to extract gold, silver, copper, nickel, and rare earth elements using Orivium's proprietary Super Oxidiser technology. This strategy seeks to improve project economics through a capital-light, modular plant design and access non-dilutive government grants. While the original plant construction target of June 30, 2026, is extended, scoping studies for the updated design have commenced.
254. https://www.theglobeandmail.com/investing/markets/markets-news/Newsfile/1395773/arizona-eagle-mining-corp-announces-acquisition-of-three-past-producing-high-grade-silver-mines-to-consolidate-eagle-silver-project/ - Arizona Eagle Mining Corp. announced agreements to acquire 62 acres of patented land hosting the Arizona National, Lookout, and Silver Belt mines in Yavapai County, Arizona. The acquisition consolidates the Eagle Silver Project, extending the mineralized corridor northeast of the McCabe deposit by 50%. Surface sampling of the acquired waste piles returned silver grades up to 861 g/t and gold up to 15.6 g/t. Closing is expected between June 19 and June 30, 2026, subject to due diligence.
255. https://investinglive.com/centralbank/boj-likely-to-keep-monetary-policy-unchanged-in-april-report-20260420/ - Reports indicate the Bank of Japan is likely to maintain its current monetary policy in April due to heightened uncertainty from the Middle East conflict. Policymakers are hesitant to rush a decision, with final outcomes dependent on US-Iran peace talks. While markets price in a low probability of a rate hike for April, traders anticipate a significant increase in hike odds by June. The central bank may signal readiness to act by June despite current inflation pressures driven by surging oil prices and positive spring wage negotiations.
256. https://www.cnbc.com/2026/04/20/china-solar-production-energy-iran-war.html - * China's Ministry of Industry and Information Technology has proposed measures to address severe overcapacity in the solar power industry. * The proposed actions include capacity control, standard guidance, price enforcement, mergers and acquisitions, and intellectual property protection. * These measures aim to end a fierce domestic price war and promote high-quality development of the photovoltaic sector. * A recent meeting involved agencies including the National Development and Reform Commission and major state-owned power generators. * China manufactures over 80% of the world's solar panel components but faces intense domestic competition described as 'involution'.
257. https://www.pv-magazine.com/2026/04/20/jinkosolar-debuts-rooftop-pv-module-weighing-7-kg-m2/ - JinkoSolar has launched a new lightweight TOPCon solar module designed for residential and commercial buildings with limited load-bearing capacity. Weighing 7 kg per square meter, the module represents a weight reduction of over 40% compared to conventional double-glass modules. Based on the Tiger Neo 3.0 technology platform, the product features 1.6 mm lightweight glass and a reinforced frame, achieving an output of 560 W with 24.94% efficiency. The module includes a 15-year product warranty and a 30-year performance warranty. JinkoSolar claims the new design can cut reinforcement costs and reduce construction periods significantly.
258. https://londonlovesbusiness.com/gold-pressured-as-middle-east-tensions-lift-yields/ - Gold prices faced downward pressure on Monday due to rising geopolitical uncertainty in the Middle East. Following the United States seizure of an Iranian cargo vessel, oil prices surged and inflation concerns were reignited. These factors strengthened the US dollar and Treasury yields, weighing on bullion. Additionally, gold-backed ETFs risked reversing recent inflows as investors shifted toward other assets amid rising yields, adding selling pressure to the precious metal.
259. https://londonlovesbusiness.com/between-the-strait-of-hormuz-and-us-retail-data-where-is-gold-heading/ - Gold prices declined to approximately $4,775 during the Asian trading session, dropping below the $4,800 level. The article attributes this move to heightened sensitivity to US interest rate policies and a 'higher for longer' monetary stance, which increases the opportunity cost of holding non-yielding gold. While geopolitical tensions in the Strait of Hormuz persist, markets view them as chronic risks already priced in. Upcoming US retail sales data is expected to be a decisive factor for short-term direction, with strong figures potentially reinforcing downward pressure. Analysts view the current decline as a temporary correction rather than a structural weakness.
260. https://pelop.gr/xrysos-stena-ormouz-plithorismos-ptosi/ - Gold prices declined on Monday as renewed tensions in the Strait of Hormuz reignited fears of an energy shock and persistent inflationary pressures. The US dollar strengthened, making the metal more expensive for non-US buyers and limiting demand. According to Reuters, the spot price of gold fell 0.7% to $4,794.21 per ounce, while June contracts in the US dropped 1.3% to $4,813.70. The decline was driven by escalating US-Iran relations and disrupted shipping, which pushed oil prices higher and raised concerns that increased energy costs would feed into inflation, keeping interest rates elevated and reducing the appeal of non-yielding assets like gold.
261. https://www.mql5.com/en/blogs/post/769053 - Gold prices fell from Sunday highs following reports that Iran allowed commercial vessels through the Strait of Hormuz after talks in Islamabad. The geopolitical thaw reduced the war premium, causing oil to drop from $105 to $92 per barrel. While the US dollar weakened to a five-week low, supporting gold, the metal tested the $4,785 support level. Central banks, including the PBoC, continue buying near this level, but clearing banks are unwinding long hedges. Analysts note a potential bear trap if the 200-period EMA holds, with a target of $4,680 if support fails.
262. https://montrealgazette.com/press-releases/globe-newswire/swedish-goverment-holds-decision-on-norra-karr-exploitation-concession-directors-exercise-options-injecting-new-capital-investor-relations-engagement/ - The Swedish government has retained the final decision on Leading Edge Materials Corp's subsidiary Greenna Mineral AB's application for an exploitation concession at the Norra Kärr project in Sweden, following positive recommendations from various agencies. Concurrently, directors exercised options to inject CAD $788,000 in new capital. The company also engaged Boofel Enterprises Ltd for investor relations services.
263. https://www.marketbeat.com/instant-alerts/filing-endeavour-silver-corporation-exk-is-fiscal-wisdom-wealth-management-llcs-2nd-largest-position-2026-04-20/ - Fiscal Wisdom Wealth Management LLC decreased its position in Endeavour Silver Corporation by 42.7% during the fourth quarter, selling 361,837 shares. The fund now holds 484,929 shares, valued at $4,558,000, representing 4.3% of its portfolio. While Fiscal Wisdom reduced its stake, other institutional investors including Mirae Asset, Alps Advisors, Vanguard Group, Condire Management, and Balyasny Asset Management increased their holdings in the third quarter. Analyst ratings remain mixed, with a consensus of Moderate Buy and a price target of $14.50.
264. https://londonlovesbusiness.com/gold-pressured-as-middle-east-tensions-lift-yields/ - Gold prices faced downward pressure on Monday due to rising geopolitical uncertainty in the Middle East. Following the United States seizure of an Iranian cargo vessel, oil prices surged and inflation concerns were reignited. These factors strengthened the US dollar and Treasury yields, weighing on bullion. Additionally, gold-backed ETFs risked reversing recent inflows as investors shifted toward other assets amid rising yields, adding selling pressure to the precious metal.
265. https://quintdaily.com/2026/04/how-to-time-your-silver-purchase-like-a-pro/ - Experienced investors are advised to time silver purchases by monitoring the gold-to-silver ratio, USD-INR exchange rates, post-rally corrections, and seasonal demand cycles. The article suggests that a widened gold-to-silver ratio indicates undervaluation, while a strong rupee lowers costs for Indian buyers. It notes that silver prices in India include a 14-15% premium over global spot prices due to import duties and GST. Investors are encouraged to buy before seasonal peaks like Akshaya Tritiya and Dhanteras to avoid price hikes, though perfect timing remains impossible.
266. https://www.marketbeat.com/instant-alerts/filing-endeavour-silver-corporation-exk-is-fiscal-wisdom-wealth-management-llcs-2nd-largest-position-2026-04-20/ - Fiscal Wisdom Wealth Management LLC decreased its position in Endeavour Silver Corporation by 42.7% during the fourth quarter, selling 361,837 shares. The fund now holds 484,929 shares, valued at $4,558,000, representing 4.3% of its portfolio. While Fiscal Wisdom reduced its stake, other institutional investors including Mirae Asset, Alps Advisors, Vanguard Group, Condire Management, and Balyasny Asset Management increased their holdings in the third quarter. Analyst ratings remain mixed, with a consensus of Moderate Buy and a price target of $14.50.
267. https://www.fool.com/investing/2026/04/20/buy-index-fund-beat-sp-500-next-year-wall-street/ - Goldman Sachs strategists forecast gold prices to reach $5,445 per ounce by April 2027, representing 13% upside from current levels, while the S&P 500 is expected to reach 7,600. UBS and J.P. Morgan have raised 2026 gold targets to $6,200 and $6,300 respectively. Despite gold dropping 19% in 2026 amid geopolitical tensions, analysts predict substantial price increases. The Vanguard S&P 500 ETF (VOO) and SPDR Gold Shares ETF (GLD) are cited as exposure vehicles. The article suggests gold may outperform stocks in the coming year despite recent underperformance during strong economic growth periods.
268. https://www.myscience.org/en/news/2026/mind_the_gap_semiconductor_industry_is_relying_on_the_wrong_materials-2026-tuwien?utm_source=news&utm_medium=rss_feed&utm_campaign=RSS-News - Researchers at TU Wien found that many promising 2D materials are unsuitable for next-generation computer chips because a tiny gap forms between the material and its insulating layer. This gap, caused by weak van der Waals forces, degrades electronic properties and limits miniaturization. The study suggests the industry risks investing billions in fundamentally flawed technologies. A solution involves 'zipper materials' that interlock the semiconductor and insulator to eliminate the gap. The findings, published in Science, allow prediction of suitable materials for future scaling.
269. https://www.electronicsforu.com/news/india-moves-up-the-chip-stack-with-3d-packaging-push - India's semiconductor ecosystem expands beyond fabrication with the introduction of advanced 3D chip packaging capabilities at Info Valley in Bhubaneswar, Odisha. Led by 3D Glass Solutions, the new facility introduces heterogeneous integration and embedded glass substrate technologies. This development marks a shift toward higher-value backend processes, enabling tighter integration for AI, high-performance computing, and 5G/6G applications. IT Minister Ashwini Vaishnaw stated the initiative strengthens the domestic value chain and global manufacturing integration.
270. https://newtalk.tw/news/view/2026-04-20/1030737 - China's holdings of US Treasury bonds have fallen to approximately $694 billion, an 18-year low, while its gold reserves have increased for 17 consecutive months to $343 billion. Reports indicate China sold roughly $623 billion in bonds recently and withdrew 1.15 trillion yuan in liquidity in April. Analysts interpret these actions as a signal of decoupling from the US dollar system and preparing for potential economic instability. Additionally, China is considering restricting exports of advanced solar manufacturing equipment to the US.
271. https://chemindigest.com/ril-achieves-first-hjt-solar-cell-entry-in-mnre-almm-list-ii/ - Reliance Industries Limited became the first company to include heterojunction (HJT) solar cells in the Ministry of New and Renewable Energy's Approved List of Models and Manufacturers (ALMM) List-II. The Jamnagar facility has a 1,238 MW annual capacity with cell efficiencies up to 25.6%. This achievement ensures compliance with the June 1, 2026 mandate requiring government-backed projects to use ALMM List-II cells. Reliance also holds ALMM List-I status for modules. The move strengthens India's domestic solar manufacturing ecosystem and positions the company to capture government-led project opportunities.
272. https://www.mercomindia.com/trina-waaree-goldi-rayzon-and-saatvik-lead-solar-module-supply-in-2025 - Mercom India released the 2026 India Solar Market Leaderboard, identifying Trina Solar as the top module supplier in 2025 with 15% market share. Waaree Energies and Goldi Solar followed with 10% and 6% respectively. India added 36.6 GW of annual capacity, with the top five suppliers accounting for 41% of shipments. The data highlights a shift toward local sourcing driven by the Approved List of Models and Manufacturers (ALMM) mandate, which strengthened domestic manufacturers' market share.
273. https://www.eetimes.com/ymtc-nand-design-surprise-alongside-a-new-fab/ - Yangtze Memory Technologies Corp (YMTC) is set to commence mass production of advanced NAND products at a new facility in Wuhan, Hubei province, in the second half of 2026. The Phase 3 fab will source over 50% of its equipment, materials, and tools from Chinese suppliers, including Advanced Micro-Fabrication Equipment (AMEC), despite U.S. trade sanctions restricting access to Western technology. YMTC aims to capture 20% of the global NAND supply and has also allocated significant capacity for DRAM production. The company recently unveiled the Xtacking 4.0 architecture for its 3D NAND chips.
274. https://www.energytrend.com/news/20260420-51272.html - On April 17, Aiko Solar and Gokin Solar signed a strategic cooperation agreement based on BC technology. The partnership aims to combine Aiko Solar's technological accumulation and mass production capabilities with Gokin Solar's existing mass production and global delivery of BC modules. Both parties will collaborate across the silicon wafer-battery-module industrial chain, focusing on joint research for cost reduction and efficiency improvement, including low-silver and silver-free technologies. They will also integrate global market resources to expand the application of high-efficiency BC modules. Currently, only Longi, Aiko Solar, and Gokin Solar have achieved GW-level stable mass production of BC technology.
275. https://www.defenseworld.net/2026/04/20/cwm-llc-trims-position-in-ishares-silver-trust-slv.html - Cwm LLC decreased its holding in iShares Silver Trust (SLV) by 21.9% during the fourth quarter, selling 38,629 shares to retain 137,639 shares valued at $8.867 million. While Cwm reduced its position, other institutional investors including Quadrature Capital Ltd, Mainstay Capital Management LLC ADV, Briaud Financial Planning Inc, Ameriprise Financial Inc, and The Manufacturers Life Insurance Company increased or initiated stakes in the exchange-traded fund during the third and second quarters.
276. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-declines-to-near-7930-as-iran-closes-hormuz-again-202604200632 - Silver prices fell 1.7% to approximately $79.30 during early European trading on Monday. The decline follows Iran's closure of the Strait of Hormuz in retaliation against US blockades, an action that surged oil prices and increased inflation expectations. Higher oil prices and a strengthening US Dollar have reduced the appeal of non-yielding assets like silver. Despite the drop, technical analysis indicates a constructive bullish bias as the price remains above the 20-day EMA at $76.85.
277. https://www.fxstreet.com/news/gold-struggles-to-extend-recovery-beyond-100-hour-sma-as-rising-us-bond-yields-cap-gains-202604200444 - Gold prices struggle to extend recovery beyond the $4,800 mark as rising US Treasury bond yields, driven by renewed inflation concerns from a US-Iran standoff, cap gains. The geopolitical tension over the Strait of Hormuz tempers hopes for peace talks before the April 22 ceasefire deadline, supporting the US Dollar. While a 40% probability of a Federal Reserve rate cut by year-end acts as a tailwind for gold, technical indicators suggest sellers retain control unless the metal decisively breaks above the 100-hour Simple Moving Average.
278. https://www.defenseworld.net/2026/04/20/belpointe-asset-management-llc-acquires-14576-shares-of-sprott-physical-gold-trust-phys.html - Belpointe Asset Management LLC increased its holdings in Sprott Physical Gold Trust by 13.9% during the fourth quarter, purchasing an additional 14,576 shares. The fund's total position now comprises 119,405 shares valued at $3,943,000. Other investors, including Fiduciary Alliance LLC and Euro Pacific Asset Management LLC, also raised their stakes in the exchange-traded fund. Sprott Physical Gold Trust, headquartered in Toronto, Canada, invests primarily in physical gold bullion.
279. https://jornaleconomico.sapo.pt/noticias/geopolitica-e-resultados-trimestrais-dominam-mercados-na-abertura-da-semana/ - The United States seized an Iranian-flagged cargo ship in the Strait of Hormuz on 20 April 2026, escalating tensions as a ceasefire between Iran and Israel expires in 48 hours. Iran closed the strait and refused further negotiations with the US. Oil prices threaten to surge above $100 per barrel, while equity markets face volatility. BlackRock warned of negative impacts on European stocks due to energy costs. Gold is expected to rise as a safe-haven asset.
280. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-declines-to-near-7930-as-iran-closes-hormuz-again-202604200632 - Silver prices fell 1.7% to approximately $79.30 during early European trading on Monday. The decline follows Iran's closure of the Strait of Hormuz in retaliation against US blockades, an action that surged oil prices and increased inflation expectations. Higher oil prices and a strengthening US Dollar have reduced the appeal of non-yielding assets like silver. Despite the drop, technical analysis indicates a constructive bullish bias as the price remains above the 20-day EMA at $76.85.
281. https://dinarchronicles.com/2026/04/20/itm-trading-the-final-phase-has-started/ - ITM Trading analysis suggests the United States is in the final stages of a historical economic cycle, predicting a systemic reset involving currency collapse. The firm argues that rival powers, including China and BRICS nations, are stockpiling gold to bypass the dollar. The report warns that holding fiat currency will lead to wealth evaporation, while physical gold is presented as a necessary strategy for preserving assets during the transition to a multipolar financial system.
282. https://thechronicle.com.gh/buah-declares-new-era-of-ghanaian-ownership-and-control-in-the-mining-sector/ - * Lands and Natural Resources Minister Emmanuel Armah-Kofi Buah declared a new era of Ghanaian ownership in the mining sector following the handover of the Damang Mine. * Operational control was transferred from Abosso Gold Fields Limited to Engineers & Planners (E&P), a wholly Ghanaian-owned firm, after the government decided not to renew the previous lease in March 2025. * The transition aims to protect the strategic national asset, safeguard jobs, and ensure continuity after the mine ceased active mining activities in early 2025. * Minister Buah emphasised that the arrangement is a lease, not a sale, and charged the new operators to invest and explore to meet national standards. * The event marks a shift towards economic sovereignty, with E&P taking over as the operator while the Republic of Ghana retains ownership of the mineral asset.
283. https://lenta.ru/news/2026/04/20/rossiya-provernula-nestandartnuyu-sdelku/ - Russia executed a strategic sale of gold reserves in January and February 2026, securing record profits before global prices fell by 12% in March due to geopolitical tensions. While other central banks faced valuation losses, the Bank of Russia paused sales until July 2026. Despite a $21.4 billion reduction in reserves, total holdings remain above $774 billion, representing 48.3% of the portfolio, the highest since 1995.
284. https://skillings.net/gold-price-forecast-2026-central-bank-accumulation-and-market-drivers/ - Analysts forecast gold prices reaching $7,200 per ounce by late 2026, driven by central bank accumulation and supply constraints. Emerging market central banks are expected to purchase 60 tonnes monthly, with total purchases projected at 850 tonnes. J.P. Morgan targets $6,300, while Goldman Sachs maintains a base case of $5,400. Factors include de-dollarization trends, ETF inflows, and rising production costs due to declining ore grades and ESG standards. The current spot price is near $4,867 per ounce as of April 20, 2026.
285. https://parameter.io/tsm-stock-1-4nm-chip-breakthrough-ai-demand-2028/ - Taiwan Semiconductor Manufacturing Company plans to commence mass production of 1.4nm chips by 2028, driven by strong AI demand and a 44% revenue increase in Q2 2025. With capital expenditures projected between $38 billion and $42 billion for 2025, TSMC aims to maintain its technology lead over rivals Intel and Samsung, who face delays in their own advanced node timelines. The A14 process is expected to deliver up to 30% lower power consumption compared to 2nm chips.
286. https://www.zawya.com/en/economy/africa/middle-east-war-turmoil-clouds-rate-cut-prospects-south-africa-central-bank-chief-says-cn2kvqqg - South African Reserve Bank Governor Lesetja Kganyago stated that the Middle East conflict and resulting commodity price volatility make a near-term interest rate cut unlikely. Speaking at the IMF and World Bank meetings in Washington, Kganyago noted that rising inflation expectations and energy prices necessitate caution. The bank previously updated risk scenarios in March but plans to revise them in May. While South Africa currently faces no fuel shortages, the governor warned that uncertainty regarding fertilizer impacts on farmers remains until the autumn planting season.
287. https://www.actionforex.com/live-comments/637514-gold-drops-as-ceasefire-cracks-but-oil-says-markets-arent-pricing-war-yet/ - Gold prices fell at the weekly open following reports of deteriorating diplomacy between the US and Iran regarding a ceasefire. The breakdown stems from a 'double blockade' dynamic over the Strait of Hormuz, with Iran withdrawing from follow-up talks. Despite the geopolitical tension, oil prices remain below the $100 threshold, indicating markets have not yet fully repriced for war. Technical analysis suggests gold's upward momentum is fading, with support levels at risk.
288. https://rogermontgomery.com/should-persistent-inflation-drive-a-portfolio-shift/ - Rising U.S. inflation, driven by a 21% surge in petrol prices and geopolitical conflict, threatens the traditional 60/40 portfolio structure. Analysts suggest a pivot toward hard assets like copper and mining stocks, citing structural deficits needed for AI and EV deployment. With the Federal Reserve potentially delaying rate cuts, investors are advised to consider materials that historically preserve purchasing power during high-inflation environments.
289. https://www.fool.com.au/2026/04/20/is-this-asx-mining-stock-still-a-buy-after-a-recent-setback/ - Shares in 29Metals Ltd fell sharply following an announcement of delays in reestablishing mining at the Xantho Extended ore body in Western Australia. The company cited seismicity and the need for additional risk mitigation works, leading to reduced full-year production guidance for zinc, gold, and silver. While brokers Morgans and Jarden downgraded their price targets, both remain above the current share price, suggesting potential upside despite the operational setback.
290. https://skillings.net/hycroft-mining-confirms-high-grade-silver-discoveries-at-brimstone-and-vortex-nevada-operations-scale-up/ - Hycroft Mining confirmed high-grade silver mineralization at its Brimstone and Vortex targets in Nevada. The company, which holds over 100 million ounces of silver in measured and indicated resources, stated the results support higher-grade systems within the deposit. Hycroft is advancing plans to shift toward sulfide milling to unlock value from sulfide ore. Further drilling and engineering work are required before integrating these zones into a larger mine plan.
291. https://skillings.net/silver-mountain-resources-advances-toward-production-at-reliquias-mine-on-track-for-q3-2026-restart/ - Silver Mountain Resources is advancing underground development and plant refurbishment at its Reliquias mine in Huancavelica, Peru, targeting a production restart in the third quarter of 2026. The company has secured $30 million in funding to support final mine preparation and restart activities. Development has progressed over 3,000 meters, providing access to multiple veins and reducing execution risks associated with restarting an idled underground operation. The project is part of the company's strategy to consolidate production in central Peru's historic mining districts.
292. https://themarketonline.com.au/pioneer-finally-gets-us-state-approval-to-reopen-historic-springfield-mine-road-at-north-pine-2026-04-20/ - Pioneer Minerals has obtained a formal Road Use permit from the US Forest Service to reopen the Springfield Mine Road at its North Pine project in Idaho. This approval enables the company to clear existing infrastructure rather than building new routes, significantly reducing capital expenditure and eliminating the need for helicopter mobilisation. The explorer has awarded the restoration contract to Dig Earth Inc. This milestone facilitates efficient crew and equipment mobilisation for upcoming field programs, including electromagnetic surveys and geological sampling, advancing the project toward drilling and potential development in the 2026 season.
293. https://themarketonline.com.au/diablo-uncovers-promising-new-silver-and-antimony-prospects-at-star-range-2026-04-20/ - Diablo Resources (ASX:DBO) reports high-grade silver, antimony, and copper results from reconnaissance sampling at its Star Range project in southwestern Utah. CEO Lyle Thorne stated that assays from rock and soil samples have defined new mineralised zones and a coherent copper anomaly. Notable results include 534 g/t silver at South Star and 1.04 g/t gold on newly acquired Utah Trust Lands Administration lease. The company is finalising drill targets for an upcoming maiden drilling program, reinforcing confidence in the critical minerals system within this tier-one jurisdiction.
294. https://financialpost.com/globe-newswire/b2gold-reports-update-on-fire-related-incident-to-the-crushing-circuit-at-the-goose-mine - B2Gold has reported an update regarding a fire-related incident affecting the crushing circuit at its Goose Mine. The company disclosed the operational disruption, highlighting risks associated with mining activities and potential impacts on production. This development underscores the operational challenges faced by the entity in its mining operations.
295. https://mining.com.au/new-contract-awarded-at-blue-lagoons-dome-mountain/ - Blue Lagoon Resources awarded a new contract at its Dome Mountain Gold and Silver Mine in British Columbia, Canada. The agreement engages a second contractor to double the underground production crew from two to four shifts, enabling daily production to ramp up from 100 tonnes to 150 tonnes within weeks. The company also plans an exploration drill program starting in the third quarter of 2026 and has constructed a fully operational fire assay laboratory near Smithers. Additionally, CEO Rana Vig provided a $500,000 interest-free bridge loan to the company.
296. https://organiser.org/2026/04/20/349459/bharat/odisha-hosts-groundbreaking-indias-1st-advanced-3d-semiconductor-packaging-unit-major-boost-to-ai-5g-defence-tech/ - Odisha hosted the groundbreaking ceremony for India's first advanced 3D semiconductor packaging unit at Info Valley in Bhubaneswar. Promoted by 3D Glass Solutions, the project involves an investment of nearly ₹2,000 crore and aims to produce glass panels and 3DHI modules for AI, 5G, and defence sectors. Chief Minister Mohan Charan Majhi and Union Minister Ashwini Vaishnaw inaugurated the event, highlighting the facility's role in advancing India's self-reliance goals. Commercial production is expected to begin by August 2028.
297. https://newtalk.tw/news/view/2026-04-20/1030717 - Gold prices fluctuated around $4,800 per ounce as markets reacted to a ten-day ceasefire between Israel and Hezbollah and planned US-Iran negotiations. While peace expectations and a drop in the US dollar index pushed gold to $4,888.89, ongoing naval blockades and high selling pressure limited gains. Analysts suggest gold needs to hold above $4,800 to challenge previous highs, while the World Gold Council maintains it remains a preferred strategic asset for 2026 portfolios.
298. https://news.laodong.vn/kinh-doanh/gia-vang-dao-chieu-manh-sau-su-co-moi-tai-eo-bien-hormuz-1688338.ldo - Gold prices fell 1.9% following attacks on ships in the Strait of Hormuz, reigniting concerns over energy supply disruptions and ceasefire fragility. US President Donald Trump confirmed the US Navy arrested an Iranian-flagged vessel, while Tehran warned of violations. The conflict has driven gold down approximately 10% since late February due to inflationary pressures and high interest rates. Market volatility persists as investors await Senate hearings for Federal Reserve nominee Kevin Warsh and the potential expiration of the ceasefire.
299. https://startupfortune.com/silver-coin-prices-have-surged-to-levels-that-are-catching-everyday-buyers-completely-off-guard/ - Spot silver prices have exceeded $30 per troy ounce, driving retail premiums for coins like the American Silver Eagle to $5-$10 above spot. Industrial demand from solar panels and electric vehicles, combined with supply constraints in Mexico, Peru, and China, has tightened the market. Institutional and retail investors are increasingly competing for limited physical inventory, raising the cost of entry and shifting the buyer demographic towards those with greater capital.
300. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-holds-losses-near-8050-due-to-renewed-inflation-concerns-202604200238 - Silver prices (XAG/USD) traded around $80.50 per troy ounce on Monday amid renewed inflation concerns driven by escalating hostilities in the Strait of Hormuz. Rising oil prices increased the likelihood of further central bank rate hikes. Tensions escalated after the US Navy seized an Iranian-flagged cargo ship in the Gulf of Oman, prompting Iran to threaten retaliation and decline resuming negotiations. US President Donald Trump confirmed the seizure and threatened to target Iranian infrastructure.
301. https://dollarcollapse.com/top-ten-videos-april-20-2026/ - Andy Schectman of Miles Franklin highlights severe fragility in the retail precious metals supply chain, citing a client's inability to secure pre-1933 gold without full pre-payment. He argues that dealers are reluctant to hold inventory due to hedging costs and cancellation risks, making a sudden demand surge unmanageable. Schectman points to massive ongoing COMEX deliveries, record silver imports by China, and sophisticated accumulation of physical metal as evidence that price action is misdirection. He advises a cost-averaging strategy over timing the market, noting that logistical realities will prevent execution during a potential rush.
302. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-holds-losses-near-8050-due-to-renewed-inflation-concerns-202604200238 - Silver prices (XAG/USD) traded around $80.50 per troy ounce on Monday amid renewed inflation concerns driven by escalating hostilities in the Strait of Hormuz. Rising oil prices increased the likelihood of further central bank rate hikes. Tensions escalated after the US Navy seized an Iranian-flagged cargo ship in the Gulf of Oman, prompting Iran to threaten retaliation and decline resuming negotiations. US President Donald Trump confirmed the seizure and threatened to target Iranian infrastructure.
303. https://www.theassay.com/news/other/silver-x-mining-appoints-mark-ashcroft-to-board-of-directors/ - Silver X Mining Corp has appointed Mark Ashcroft, P.Eng., to its board of directors. Ashcroft brings nearly 40 years of mining experience, including previous roles as president and CEO of Stonegate Agricom and current leadership at Aurelius Minerals Inc. The appointment aims to strengthen technical oversight and strategic depth as the company advances production growth plans at its Nueva Recuperada operation in Peru.
304. https://www.ndtvprofit.com/world/iran-war-revives-stagflation-dangers-for-global-economy-11381233 - Seven weeks of war in the Middle East are reviving stagflation risks for the global economy, with purchasing manager indexes expected to show deterioration in growth and inflation. The International Monetary Fund warns that the impact is already baked in and recovery will take time even if the conflict ends. Policymakers, including the ECB and Federal Reserve, face high uncertainty as they assess data from regions including the US, Europe, and Asia, where energy prices are driving inflationary pressures.
305. https://kalkinemedia.com/au/stocks/metal-and-mining/asx-all-ordinaries-mining-update-as-pioneer-advances - Pioneer Metals Limited is conducting maintenance activities at its Springfield project in Australia. These operational efforts, including equipment servicing and infrastructure inspection, are part of preparations to support the project's reopening plans. The activities align with broader resource development objectives within the ASX mining sector.
306. https://www.vietnamplus.vn/gia-vang-chau-a-giam-do-cang-thang-moi-tai-hormuz-post1105881.vnp - Global gold prices declined on 20 April following reports of shipping attacks in the Strait of Hormuz, reigniting fears of energy supply disruptions and inflation. President Donald Trump stated the US Navy detained an Iranian-flagged vessel, while Tehran warned against any ship approaching the strait. These tensions forced many vessels to cancel routes, threatening potential peace talks in Islamabad. Experts note that prolonged conflict has caused unprecedented energy supply shocks, pressuring central banks to maintain or raise interest rates, which acts as a barrier for non-yielding assets like gold. Since the US-Israel-Iran conflict began in late February 2026, global gold prices have dropped approximately 9%.
307. https://www.thehindubusinessline.com/markets/gold/gold-falls-over-1-as-dollar-strengthens-oil-surge-fuels-inflation-fears/article70882996.ece - Gold prices fell more than 1% on Monday as the US dollar strengthened, making bullion more expensive for other currency holders. Simultaneously, rising tensions in the Middle East, including a US seizure of an Iranian cargo ship and threats of retaliation, pushed oil prices higher and revived inflation fears. Federal Reserve Governor Christopher Waller noted that the conflict could drive up near-term inflation. Demand for gold remained muted in India due to record prices, while other precious metals including silver, platinum, and palladium also declined.
308. https://www.communicationstoday.co.in/delhi-bets-big-on-semiconductors-eyes-chip-hub-status-with-new-policy/ - The Delhi government is drafting a new semiconductor policy to establish the state as a hub for chip design, research, and related segments. Aligned with the Centre's India Semiconductor Mission, the initiative aims to attract fabless companies, startups, and global firms by offering financial and non-financial incentives. Unlike other states focusing on fabrication, Delhi will leverage its existing talent base to support Assembly, Testing, Marking, and Packaging (ATMP) and Outsourced Semiconductor Assembly and Testing (OSAT). The policy also includes plans for skilling and industry-academia partnerships to create a future-ready workforce, contributing to India's goal of meeting 70-75% of domestic semiconductor demand by 2029.
309. https://www.freemalaysiatoday.com/category/business/2026/04/20/indias-gold-buying-festival-sees-tepid-demand-on-price-surge - Gold demand during India's Akshaya Tritiya festival was tepid as record prices suppressed jewellery purchases, offsetting a rise in investment demand. Futures closed at 154,609 rupees per 10 grams, nearly 63% higher than the previous festival. While jewellery demand fell 24% in 2025, investment demand rose 17%. Buyers are shifting towards gold coins for liquidity, and banks received relief after an order authorised gold imports.
310. https://news.metal.com/newscontent/103863232-Gold-%E2%80%93-Between-Geopolitical-Storm-and-Technical-Patience - Gold prices have risen steadily from a low of $4,099 on March 23, 2026, driven by geopolitical uncertainty regarding the USA/Israel-Iran conflict and China's energy dependence. Despite fading momentum and overbought technical indicators, the long-term uptrend remains intact with targets between $4,900 and $5,100. Analysts anticipate a potential correction in May to July, suggesting a sideways range between $4,200 and $5,200, while maintaining a secular bull market outlook above $4,600.
311. https://www.fool.com/investing/2026/04/19/silver-is-outperforming-gold-in-2026-does-slv-dese/ - The iShares Silver Trust (SLV) has delivered strong returns, rising 112% over the past year and 200% over five years, outperforming gold. Driven by geopolitical instability, central bank buying, and industrial demand growth of 32% from 2020 to 2024 for uses like solar panels and electric vehicles, silver prices remain elevated. The article suggests SLV offers investors exposure to these durable trends at a lower entry price than physical silver.
312. https://www.fool.com/investing/2026/04/19/silver-is-outperforming-gold-in-2026-does-slv-dese/ - The iShares Silver Trust (SLV) has delivered strong returns, rising 112% over the past year and 200% over five years, outperforming gold. Driven by geopolitical instability, central bank buying, and industrial demand growth of 32% from 2020 to 2024 for uses like solar panels and electric vehicles, silver prices remain elevated. The article suggests SLV offers investors exposure to these durable trends at a lower entry price than physical silver.
313. https://mining.com.au/ma-monday-great-northern-turns-nevada-lease-into-acquisition/ - Great Northern Minerals (ASX:GNM) has entered a binding exploration lease and option agreement to acquire the Iron Butte Gold-Silver Project in Lander County, Nevada. The ten-year lease involves contingent annual payments starting at US$100,000, with an option to acquire the project for US$2.5 million. Great Northern is required to spend US$100,000 on exploration in the first year and up to US$1.5 million between years three and six. The vendor retains a 3% net smelter return royalty. The company aims to produce a maiden inferred resource estimate compliant with JORC codes in the near term.
314. https://www.newsghana.com.gh/ghana-bets-on-geology-to-reshape-its-galamsey-fight/ - * Ghana has formalised an agreement between the Minerals Development Fund (MDF) and the Ghana Geological Survey Authority (GGSA) to introduce geological investigations into mining licensing. * The initiative aims to shift the anti-galamsey strategy from pure enforcement to structured inclusion by assessing mineral potential and environmental risks before approving extraction zones. * The Minerals Commission will allocate blocked-out areas to the GGSA for detailed assessment to ensure only suitable zones are designated for artisanal and small-scale mining. * Government officials state the move addresses the structural failure of previous administrations to explore and block out designated mineable lands for small-scale miners. * The agreement is framed as a foundation for a wider formalisation agenda, though challenges regarding implementation capacity and sustained funding remain.
315. https://stockhead.com.au/resources/pure-silver-plays-strongly-leveraged-to-metals-potential-upside/ - Sprott Asset Management launched the Silver Miners & Physical Silver ETF (SLVR) in January 2025 to capture silver's long-term upside. With silver prices near US$80/oz, the firm notes industrial demand from electrification and renewables is driving structural deficits. The ETF offers double the exposure of other strategies by focusing on companies with at least 50% revenue or assets tied to silver mining. Sprott remains bullish on the metal's outlook due to supply constraints and growing industrial requirements.
316. https://www.zimeye.net/2026/04/19/workers-getting-slave-wagesnmwuz-president-independence-day-press-statement/ - The National Mine Workers Union of Zimbabwe (NMWUZ) President, Kurebwa Javangwe Nhomboka, issued a statement on Independence Day highlighting low wages and safety violations in the mining sector. The union demands a minimum wage of US$1,200 for the least paid worker and criticises Chinese investors for non-compliance with safety standards. Additionally, the union calls for the establishment of local refineries to retain foreign exchange, create jobs, and curb smuggling, alongside a statutory ban on raw mineral exports.
317. https://www.fbcnews.com.fj/news/plans-to-tighten-penalties-on-illegal-mining/ - The Fiji government intends to strengthen penalties for illegal mining to address ongoing environmental damage. Deputy Secretary for Lands and Mineral Resources Timoci Samisoni announced reforms aimed at closing enforcement gaps and increasing accountability. Proposed changes include stricter penalties, higher compensation for environmental harm, and enhanced monitoring by management units. The initiative seeks to centre environmental protection and biodiversity safeguards within the mining sector, following public consultations highlighting frustration with current weak enforcement.
318. https://finance.yahoo.com/markets/stocks/articles/national-bank-downgrades-newmont-nem-173517561.html - On 16 April 2026, National Bank downgraded Newmont Corporation stock from Outperform to Sector Perform, reducing the price target by $10 to $130. The downgrade reflects rising diesel costs, a new tax framework in Ghana, and operational disruptions at the Cadia mine following a 4.5 magnitude earthquake. While the earthquake caused a pause in underground operations, no injuries were reported and processing recovered. Management noted lower production at Boddington due to wildfires and scheduled downtime at Nevada Gold Mines are expected to adversely impact Q1 EBITDA.
319. https://www.gurufocus.com/news/8802390/gold-demand-in-india-remains-weak-during-akshaya-tritiya-amid-high-prices - Gold purchases in India fell during the Akshaya Tritiya festival on April 19, 2026, as soaring prices reached 154,609 rupees per 10 grams, deterring jewelry buyers. Despite weak retail demand, investment interest rose 17% to the highest level since 2013, with buyers favouring coins. Gold.com Inc (GOLD) operates in the financial services sector with a market cap of $1.36 billion. The company's P/E ratio is 100.38x, significantly above its historical median of 12.34x, while insiders sold $37 million in shares over the last three months.
320. https://www.itmtrading.com/blog/final-stage-american-empire-big-cycle-currency-reset/ - Ray Dalio warns that the US is entering the final stage of empire decline, characterised by high debt, de-dollarization, and political fragmentation. The article cites IMF data showing a decline in the dollar's share of global reserves and notes China's increased gold holdings as central banks seek alternatives to fiat currency. It argues that this shift signals a coming currency reset where physical gold and silver become critical for wealth preservation against systemic mistrust and inflation.
321. https://www.adomonline.com/pressure-mounts-on-goldfields-ghana-over-delayed-damang-inner-roads-project/ - Concerns are mounting regarding Goldfields Ghana's failure to construct inner roads in Damang Township, despite commitments under a Stability Agreement with the Government of Ghana. A letter from the Managing Editor of Twenty-Four Hour Newspaper highlights the deterioration of infrastructure, increased transportation costs, and limited access to essential services. The publication has issued a three-day ultimatum for the company to provide a response and timeline, with the matter escalated to the Minister for Lands and Natural Resources.
322. https://ts2.tech/en/gold-price-near-4830-faces-monday-test-after-hormuz-reversal-revives-safe-haven-risk/ - Spot gold prices retreated from Friday's peak near $4,890 to approximately $4,830 on Monday following Iran's second closure of the Strait of Hormuz. The geopolitical escalation revived safe-haven demand, causing gold, silver, platinum, and palladium to climb. Market participants now monitor tanker traffic and oil prices to determine if the rally will sustain above $5,000 or fade as diplomatic efforts resume between the US and Iran.
323. https://www.dailynewsegypt.com/2026/04/19/iran-war-revives-stagflation-fears-as-global-growth-forecasts-crumble/?utm_source=rss&utm_medium=rss&utm_campaign=iran-war-revives-stagflation-fears-as-global-growth-forecasts-crumble - The International Monetary Fund (IMF) has revised its global growth forecast down to 3.1% for 2026 and raised inflation projections to 4.4%, citing the ongoing Iran conflict. IMF Managing Director Kristalina Georgieva stated that even if the war ended, recovery would take a long time. The conflict has erased previous optimism for a 3.4% growth rate, creating stagflation risks characterized by slowing growth and rising prices across major economies including the US, Europe, and Canada.
324. https://www.koreatimes.co.kr/business/tech-science/20260420/samsungs-taylor-plant-to-begin-operations-with-tesla-chips-ready-for-fabrication?utm_source=rss - Samsung Electronics will commence operations at its Taylor, Texas foundry, preparing to fabricate AI chips for Tesla using its 2-nanometer process. The facility, initially scheduled to open in October 2024, faced delays before securing a $16.5 billion order from Tesla in July for AI5 and AI6 chips. This development aims to reverse losses in Samsung's foundry business, with analysts predicting a quarterly turnaround by the third quarter due to improved utilization rates and rising wafer prices.
325. https://www.mql5.com/en/blogs/post/769039 - Global gold prices ended the week trading above the 200-day moving average, signaling a structural shift to bullish expansion. The move followed the failure of US-Iran diplomatic talks and the subsequent activation of a CENTCOM maritime blockade on Iranian ports, which spiked energy costs. Indian retail demand for digital gold surged 60% during Akshaya Tritiya. Analysts project gold targets of $5,000 and $5,200 driven by stagflationary pressures and central bank diversification, though a close below $4,735 would invalidate the trend.
326. https://www.aol.com/finance/wells-fargo-predicting-gold-could-163500775.html - Wells Fargo strategists forecast gold prices may surge to $8,000 per ounce by next year, driven by a fourth cycle of currency debasement and rising global debt. The bank cites central bank accumulation and historical precedents, though recent volatility and high interest rates present counterarguments. Advisors suggest allocating 5-15% of portfolios to gold as a hedge against inflation and uncertainty.
327. https://prensaregional.pe/proyecto-colquemayo-avanza-con-exploracion-de-cobre-oro-y-plata-en-sanchez-cerro/ - King Copper Discovery, linked to Aurora Copper Peru S.A.C., reported technical progress on the Colquemayo mining project in the Sanchez Cerro province of Moquegua region, Peru. The initiative involves exploratory drilling to assess copper, gold, and silver potential. The project has been included in Peru's 2026 Mining Exploration Projects Portfolio by the Ministry of Energy and Mines, indicating sector support for future investment and development in the southern region.
328. https://prensaregional.pe/minem-autoriza-explotacion-del-proyecto-tia-maria/ - The Ministry of Energy and Mines (Minem) in Peru authorised the start of exploitation activities for the Tia Maria mining project in Islay on 17 April 2026. Southern Peru Copper Corporation was granted permission to begin the first stage of mining at the La Tapada pit in Cocachacra. This decision follows the annulment of a previous permit in March 2026 due to unresolved technical observations. The company must comply with safety, health, and environmental management commitments. The resolution states that prior consultation with indigenous communities is not required as none were identified within the direct area of influence.
329. https://www.moneytimes.com.br/ubs-ve-resiliencia-na-alocacao-como-estrategia-chave-na-crise-entre-eua-e-ira-e-aponta-sinal-de-alerta-para-o-dolar-apsa/ - UBS Wealth Management recommends maintaining diversified portfolios and using hedging strategies to navigate geopolitical tensions between the US and Iran, alongside concerns over inflation and government debt. The bank projects continued dollar weakness in the medium term due to Federal Reserve monetary easing, though it advises caution against short-term extrapolation. UBS maintains a positive outlook for gold, oil, and industrial metals, citing structural support and energy flow disruptions. The bank suggests avoiding abrupt strategic allocation changes in response to geopolitical events.
330. https://finance.yahoo.com/markets/stocks/articles/equinox-gold-vs-agnico-eagle-150500976.html - Equinox Gold and Agnico Eagle Mines stocks have fallen 20% and 15% respectively from recent highs due to rising fuel prices linked to conflict in Iran. Equinox is shifting assets to stable Canadian jurisdictions, divesting Brazilian operations, and launching a dividend. Agnico Eagle benefits from low production costs and hydroelectric power in Canada. Both companies are poised to benefit from rising precious metals prices driven by geopolitical uncertainty and central bank demand.
331. https://www.ad-hoc-news.de/boerse/news/ueberblick/gold-s-resilience-tested-by-geopolitics-and-regulation/69205047 - Gold prices reached a new 52-week high of 410.91 euros, defying a stronger US dollar and rising bond yields. The rally was catalysed by geopolitical instability in the Strait of Hormuz and a weakening dollar index. Long-term bullishness is underpinned by a World Gold Council and LBMA initiative to reclassify gold as a High-Quality Liquid Asset (HQLA) under Basel III rules. Major banks, including State Street and Goldman Sachs, maintain elevated year-end targets, supported by sustained central bank buying from China, India, and Russia.
332. https://ekonomi.haber7.com/ekonomi/haber/3621315-altin-ve-gumus-fiyatlari-baris-umutlariyla-artti - Gold and silver prices increased amid optimism following the first round of US-Iran talks and the reopening of the Strait of Hormuz. The perceived reduction in Middle East tensions lowered inflation concerns and weakened demand for the dollar, supporting precious metals. Gold rose 1.8% per ounce, while silver gained 6.7%. Base metals also climbed, with copper up 3.8% and aluminium up 1.8%, driven by supply concerns in the Middle East and Indonesia. Energy prices fell as oil and gas contracts dropped due to eased supply fears. Agricultural commodities saw mixed results, with wheat and corn rising due to US weather risks, while sugar and cocoa declined on strong harvest forecasts in Brazil and Ivory Coast.
333. https://www.globenewswire.com/news-release/2026/04/19/3276637/0/en/Is-The-Dollar-s-Reign-Coming-to-an-End-Former-Pentagon-Advisor-Says-One-Alaskan-Deposit-Sits-at-the-Center-of-What-Comes-Next.html - Jim Rickards, a former Pentagon advisor, argues that the US dollar's declining share of global reserves is being replaced by gold. Data shows the dollar's share fell to 57% in 2025, while central bank gold purchases tripled between 2022 and 2024. Rickards highlights a significant undeveloped gold and copper deposit in Alaska as a strategic resource central to this monetary shift. The analysis connects executive orders expediting Alaskan permitting with the broader trend of de-dollarization.
334. https://www.myjoyonline.com/ibrahim-mahama-outlines-ambitious-blueprint-to-transform-damang-enclave/ - * Engineers and Planners Company Limited (E&P) officially took over the Damang Mine from Gold Fields Ghana Limited on April 18, 2026. * CEO Ibrahim Mahama announced plans to build an airport, concrete roads, hospitals, and sports facilities within the next two years. * The transition follows a competitive bidding process supervised by the Minerals Commission after the previous lease expired. * E&P secured financing commitments of $650 million and $600 million from local banks to fund operations and reinvestment. * The handover marks a shift toward greater local participation in Ghana's mining sector under a wholly Ghanaian-owned operator.
335. https://elcomercio.pe/opinion/columnistas/las-plantas-del-reinfo-por-raul-benavides-ganoza-noticia/ - Raul Benavides Ganoza visited a third-party mineral processing plant in southern Peru to investigate compliance with the Reinfo and MAPE laws. The operation, handling 150 tonnes daily, sources less than half its mineral from concessions with own titles, raising concerns about theft and environmental risks. The columnist highlights inadequate waste management, proximity to urban areas, and a lack of formal worker records. He calls for full transaction bancarisation and strengthened coordination among regulatory bodies like Minem and OEFA to ensure sustainable small-scale mining.
336. https://www.ndtvprofit.com/markets/silver-gold-face-key-test-as-middle-east-tensions-us-data-set-tone-analysts-11379517 - Analysts indicate silver and gold prices face a decisive week driven by escalating Middle East tensions and upcoming US macroeconomic data. Geopolitical uncertainty persists following Iran's reversal of Strait of Hormuz reopening and the US naval blockade. Precious metals recently rallied on safe-haven demand and a weaker dollar. Market focus remains on inflation data, monetary policy decisions, and the expiration of a ceasefire between the US and Iran.
337. https://skillings.net/precious-metals-streaming-why-it-is-changing-brownfield-finance-in-2026/ - In early 2026, precious metals streaming has become the dominant financing model for brownfield mining projects due to capital scarcity and high debt costs. OR Royalties recently acquired a stream on Canadian Copper's Murray Brook and Caribou projects, providing $63 million in capital for a 2029 production target. The model offers non-dilutive funding, faster execution, and reduced geopolitical risk compared to equity or traditional debt. Major players like Wheaton Precious Metals and Franco-Nevada are pivoting to secure byproducts from critical mineral projects. While inflation and regulatory risks exist, the hybrid streaming and prepayment model is becoming the standard for unlocking value in existing assets.
338. https://www.ndtv.com/india-news/delhi-bets-big-on-semiconductors-eyes-chip-hub-status-with-new-policy-11379526 - The Delhi government is drafting a new semiconductor policy to establish the state as a hub for chip design, research, and related segments. Aligned with the Centre's India Semiconductor Mission, the initiative aims to attract investment, create jobs, and reduce import dependence. Unlike other states focusing on fabrication, Delhi will leverage its existing talent base to support fabless companies, startups, and Assembly, Testing, Marking, and Packaging (ATMP) activities. The policy includes financial incentives, infrastructure support, and skilling programmes to foster a robust industry ecosystem.
339. https://www.thehindubusinessline.com/portfolio/nifty-50-sampp-500-vs-gold-four-important-facts-that-investors-could-be-missing/article70878466.ece - Following an 11 per cent dollar-term correction from January highs, analysts argue the long-term case for gold remains intact due to macro drivers like monetary debasement and geopolitical instability. Data indicates the gold-to-S&P 500 ratio suggests room for outperformance, while historical drawdowns have not broken previous bull trends. With the Nifty 50 trading at elevated valuations, the gold-to-Nifty ratio does not signal a decisive shift back to equities. Historical data shows gold delivered higher average returns and better capital protection during stress periods compared to the Nifty 50 over a 20-year sample. Veteran investor Ray Dalio suggests a 10-15 per cent gold allocation for diversified portfolios.
340. https://www.americanbankingnews.com/2026/04/19/mirae-asset-global-investments-co-ltd-boosts-holdings-in-goldman-sachs-physical-gold-etf-aaau.html - Mirae Asset Global Investments Co. Ltd. increased its stake in Goldman Sachs Physical Gold ETF by 10.0% in the fourth quarter, purchasing an additional 52,000 shares. The fund now holds 571,600 shares valued at $24,322,000, representing 0.95% of the ETF. Other investors, including Strait & Sound Wealth Management LLC and Lcnb Corp, also adjusted their positions during the reporting period.
341. https://www.americanbankingnews.com/2026/04/19/mirae-asset-global-investments-co-ltd-has-24-76-million-stock-holdings-in-vaneck-gold-miners-etf-gdx.html - Mirae Asset Global Investments Co. Ltd. increased its holding in VanEck Gold Miners ETF (GDX) by 1,023.4% in the fourth quarter, purchasing an additional 263,023 shares. The fund now owns 288,723 shares valued at $24.76 million, representing approximately 0.10% of the ETF. Other hedge funds, including Rafferty Asset Management LLC and Meitav Investment House Ltd., also modified their stakes in the exchange-traded fund during recent quarters.
342. https://www.americanbankingnews.com/2026/04/19/mirae-asset-global-investments-co-ltd-has-25-53-million-holdings-in-abrdn-physical-gold-shares-etf-sgol.html - Mirae Asset Global Investments Co. Ltd. increased its position in abrdn Physical Gold Shares ETF by 6.0% during the fourth quarter, purchasing an additional 35,000 shares. The fund held 621,550 shares valued at approximately $25.53 million, representing 0.35% of the ETF. Other institutional investors, including Sound Income Strategies LLC and Glass Jacobson Investment Advisors llc, also acquired new positions in the third quarter.
343. https://energynewsbeat.co/finance/china-sending-a-clear-signal-and-dumps-u-s-treasuries/ - China's foreign exchange reserves fell to $693.3 billion in February 2026, marking a continued decline from its 2013 peak, as Beijing shifts assets toward gold and diversifies away from U.S. debt. Simultaneously, the PBOC added 5 tonnes of gold in March 2026. The Strait of Hormuz crisis, causing a 95% drop in traffic, poses short-term risks to China's energy supply despite its large stockpiles and Russian diversification. U.S. markets remain largely unaffected by Treasury sales but face volatility from oil price swings linked to the geopolitical crisis.
344. https://www.goodreturns.in/news/gold-rates-vs-silver-rates-akshaya-trititya-returns-in-15-years-buy-gold-silver-akha-teej-2026-1503161.html - Analysts from Kedia Advisory and Kotak Institutional Equities forecast substantial gains for gold and silver on Akshaya Tritiya 2026. Data indicates gold delivered over 63% annual growth since the previous festival, while silver surged by 165%. Experts recommend a portfolio allocation of 75-80% gold and 20-25% silver to capture medium-term opportunities driven by geopolitical tensions and industrial demand. Long-term targets suggest gold could reach Rs2,00,000-Rs2,10,000 and silver Rs3,20,000-Rs3,30,000.
345. https://www.goodreturns.in/news/gold-price-today-in-india-akshaya-tritiya-2026-wishes-24-k-22k-18k-silver-rate-today-april-19-1503137.html - The price of 24 karat gold in India increased by Rs 294 per gram, amounting to Rs 29,400 per 100 grams, over the week preceding Akshaya Tritiya on April 19. 22 karat gold stood at Rs 14,280 per gram, while 18 karat gold was Rs 11,684 per gram. Silver prices also rose by Rs 1,500 per kilogram. International gold closed the week at $4,850 per ounce. Experts from Motilal Oswal Financial Services noted that gold serves as a reliable store of value amidst geopolitical uncertainty and inflation concerns, with rising interest in flexible investment options.
346. https://www.el-balad.com/16917847 - Henry Paulson, former US Treasury Secretary, has urged policymakers to prepare an emergency 'break-the-glass' plan to address potential weakening demand for US government borrowing. With US debt reaching $39 trillion, Paulson warns that a loss of confidence could force the Federal Reserve to act as a buyer of last resort. The Committee for a Responsible Federal Budget supports this approach, advocating for a pre-prepared strategy to navigate budget stress without eroding market confidence.
347. https://www.thehindubusinessline.com/companies/swelect-energy-evaluates-entry-into-wafer-manufacturing-business/article70880520.ece - SWELECT Energy Systems, a Chennai-based company, is evaluating entry into the wafer manufacturing business. MD and CEO Arulkumar Shanmugasundaram stated that wafers offer lower complexity and fewer regulatory hurdles compared to cell manufacturing, which the company previously missed due to Tamil Nadu's pollution norms. Plans to kickstart the initiative are expected within six months. The move aligns with MNRE proposals to include solar wafers in the ALMM list from June 2028. Despite industry overcapacity risks, the company continues expanding its module manufacturing capacity to 2 GW and has recently launched a Battery Energy Storage Systems portfolio.
348. https://www.gbnews.com/lifestyle/cars/electric-cars-solar-panels-extra-range-british - Oxford Photovoltaics has joined the SUITE project, supported by the Advanced Propulsion Centre UK and funded by the Department for Transport, to accelerate solar panel development for electric vehicles. The collaboration aims to integrate high-efficiency perovskite solar cells into vehicles to extend range and reduce charging frequency. Partners include Nissan Technical Centre UK and leading universities. Testing on the Nissan Ariya concept showed potential range extensions of up to 23km on sunny days, with daily averages varying by location.
349. https://www.livebitcoinnews.com/210b-fed-loss-streak-why-crypto-markets-are-paying-attention/ - The Federal Reserve reported an operating loss of $18.7 billion in 2025, extending a three-year streak of annual losses to a total of $210.3 billion. The 2025 figure followed losses of $114.0 billion in 2023 and $77.6 billion in 2024. These losses, driven by higher interest costs on bank reserves exceeding income from securities, have halted the flow of surplus earnings to the US Treasury. The data has drawn significant attention from crypto markets as traders monitor the implications for liquidity and monetary policy.
350. https://silverseek.com/article/gold-silver-rip-higher-hormuz-strait-open-now - Gold and silver prices rebounded on Friday following the temporary reopening of the Strait of Hormuz. Gold futures reached $4,849 and silver futures hit $80.93. While crude oil prices dropped, the situation remains uncertain as a violation of the truce could reverse trends. Additionally, Indian banks halted gold and silver import orders due to a lack of government authorization, raising concerns about supply shortages in the world's second-largest gold consumer market.
351. https://www.indiasnews.net/news/278997659/union-minister-ashwini-vaishnaw-calls-3dgs-semiconductor-plant-foundation-in-odisha-a-historic-day-says-state-emerging-as-it-hub - Union Minister Ashwini Vaishnaw laid the foundation stone for a semiconductor plant by 3D Glass Solutions Inc (3DGS) in Odisha, describing it as a historic day for the state. The facility, located in Bhubaneswar, will produce glass panel substrates and assembled units for artificial intelligence and high-performance computing. This development is part of the Centre's approval of semiconductor projects in Odisha, which also includes a unit by SiCSem Private Limited. The initiative aims to diversify the state's industrial base and generate skilled jobs.
352. https://thanhnien.vn/nha-dau-tu-the-gioi-tang-cuong-mua-vang-bac-185260419150622372.htm - Global investment funds SPDR and iShare Silver Trust (SLV) increased their holdings of gold and silver respectively over the past week. SPDR bought 13.43 tonnes of gold, raising its total holding to 1,060.62 tonnes, while SLV added 42.29 tonnes of silver, bringing its total to 15.31 million tonnes. These purchases drove global gold prices up to 4,831 USD/ounce and silver to 80.7 USD/ounce. In Vietnam, the domestic gold premium narrowed to 18.4 million VND per ounce compared to global prices.
353. https://thanhnien.vn/nha-dau-tu-the-gioi-tang-cuong-mua-vang-bac-185260419150622372.htm - Global investment funds SPDR and iShare Silver Trust (SLV) increased their holdings of gold and silver respectively over the past week. SPDR bought 13.43 tonnes of gold, raising its total holding to 1,060.62 tonnes, while SLV added 42.29 tonnes of silver, bringing its total to 15.31 million tonnes. These purchases drove global gold prices up to 4,831 USD/ounce and silver to 80.7 USD/ounce. In Vietnam, the domestic gold premium narrowed to 18.4 million VND per ounce compared to global prices.
354. https://cryptobriefing.com/israel-locked-loaded-for-potential-military-action-against-iran/ - An Israeli military official stated the nation is prepared for military action against Iran. Market odds for strikes by April 21 rose to 10.8%, while the probability of action by April 30 is near 100%. US-led negotiations have stalled, increasing trader hedging against resumed hostilities.
355. https://www.ad-hoc-news.de/boerse/news/ueberblick/fujimi-inc-stock-jp3815600006-is-its-abrasive-materials-edge-strong/69201221 - Fujimi Inc, a Japanese producer of precision abrasives, is identified as a critical supplier for semiconductor wafer polishing, specifically benefiting from US domestic manufacturing initiatives like the CHIPS Act. The company supplies CMP slurries and powders to major foundries in the US, Taiwan, and South Korea, supporting demand from AI accelerators and EV batteries. Strategic partnerships with equipment makers and a global production footprint in Japan, the US, and Asia are highlighted as key drivers for growth amidst global supply chain diversification efforts.
356. https://www.chosun.com/english/industry-en/2026/04/19/DOGSS44JMJHRLGHDPDY2KREAQ4/ - Nikkei Asia reports that combined production plans from Samsung Electronics, SK Hynix, and Micron will satisfy only 60% of global memory semiconductor demand by 2027. Counterpoint Research indicates a required 12% annual production growth to normalize supply, yet current investments project merely 7.5%. Analysts predict soaring prices will persist due to this gap. The three firms hold 91% of the global DRAM market. Specific expansion timelines include Samsung's P4 factory in Pyeongtaek, SK Hynix's M15X plant in Cheongju, and Micron's facilities in the US, Singapore, and Japan.
357. https://www.ad-hoc-news.de/boerse/news/ueberblick/win-semiconductors-corp-stock-tw0003105003-is-gaas-tech-strength-enough/69200567 - Win Semiconductors Corp, a Taiwan-based foundry specializing in compound semiconductors, is leveraging its expertise in gallium arsenide (GaAs) and gallium nitride (GaN) to address surging demand for high-frequency chips in AI, 5G, and defense sectors. The company offers U.S. investors indirect exposure to Taiwan's semiconductor boom through components used in smartphones, base stations, and radar systems. While analysts view the firm's niche focus on high-margin processes as a long-term opportunity, risks include geopolitical tensions, supply chain bottlenecks for rare materials, and competition from silicon alternatives.
358. https://finance.yahoo.com/markets/commodities/articles/gold-rush-why-gold-backed-215500522.html - Gold-backed debit cards are emerging as a method for consumers to spend gold for everyday purchases, converting small amounts to cash at the point of sale. Companies like Glint issue these cards, storing physical gold in secure vaults. As inflation erodes the value of traditional currency, these systems offer a hedge, allowing users to hold gold and spend it directly. Interest is growing among state legislatures and fintech platforms due to gold's rising value and reputation as a safe haven.
359. https://tribuneonlineng.com/mining-deaths-at-plateau-treasure-fields/ - Plateau State suspended mining activities via Executive Order 001 in 2025 to address escalating banditry, terrorism, and fatal safety incidents including pit collapses and gas leaks. Recent events include 37 deaths from carbon monoxide poisoning in Wase and multiple killings by bandits in Barkin-Ladi and Jos South. The Federal Government launched an investigative committee into the gas incident, while the State Government formed a technical committee to oversee reforms. Despite these measures, security agencies face challenges in enforcement, and artisanal miners continue operating, often at night, in unsafe conditions.
360. https://skillings.net/policy-pivot-us-senate-overturns-northern-minnesota-mining-ban/ - The US Senate voted 50-49 to overturn a 20-year federal mining ban in northern Minnesota, utilizing the Congressional Review Act. This decision nullifies a 2023 moratorium on the Duluth Complex, potentially allowing copper and nickel projects like Twin Metals Minnesota to proceed. The move aims to secure domestic supply of critical minerals for defense and energy infrastructure, though it faces opposition from environmental groups concerned about the Boundary Waters Canoe Area Wilderness. The resolution now requires President Trump's signature.
361. https://www.prnewswire.co.uk/news-releases/three-papers-published-consecutively-in-nature-energy-jinkosolars-breakthroughs-in-topconperovskite-tandem-technology-receive-authoritative-recognition-302746504.html - JinkoSolar published three research papers in April 2026 in Nature Energy, showcasing breakthroughs in TOPCon and perovskite tandem cell technologies. The research includes a record efficiency of 26.66% for industrial-scale TOPCon cells, a certified efficiency of 32.73% for perovskite/TOPCon tandem cells, and a 32.76% efficiency in TOPCon silicon-based tandem cells. Collaborations involved the Chinese Academy of Sciences, Soochow University, and the National University of Singapore. The studies demonstrate advancements in efficiency, reliability, and industrial compatibility, advancing photovoltaic technology.
362. https://skillings.net/gold-price-forecast-2026-drivers-risks-base-bull-bear-case-2/ - Skillings Mining Intelligence forecasts gold prices for 2026, citing a base case of $5,200-$5,500/oz, a bull case exceeding $6,300/oz, and a bear case of $4,200-$4,400/oz. The analysis highlights record All-In Sustaining Cost (AISC) margins above $3,200/oz, central bank accumulation by BRICS+ nations, and geopolitical risks as primary drivers. Despite a 13% correction from January highs to approximately $4,867/oz in April 2026, institutional accumulation and margin expansion are expected to reinforce the structural bull case for the remainder of the year.
363. https://ca.finance.yahoo.com/news/taseko-mines-tsx-tko-valuation-041938596.html - Taseko Mines reported first quarter production at its Florence and Gibraltar operations, including initial copper output from the Florence SX/EW plant and increased volumes at Gibraltar. The operational progress coincided with a 37.29% year-to-date share price return and a 259.39% one-year total shareholder return. Analysts suggest the stock is undervalued with a fair value of CA$12.61, citing improved cost management and potential for enhanced free cash flow.
364. https://www.moneyweb.co.za/news/international/wall-street-turns-gloomy-on-the-dollar-as-haven-demand-fades/ - Deutsche Bank and Wells Fargo argue the dollar's war-driven rally has ended following a ceasefire between the US and Iran, prompting investors to seek riskier assets. The Bloomberg Dollar Spot Index has fallen significantly since the truce, with global investors boosting dollar hedging ratios to a two-year high. Analysts suggest a longer period of weakness for the greenback ahead due to expectations of Federal Reserve rate cuts and potential political interference, despite lingering risks if the truce breaks down.
365. https://www.albiladpress.com/news/2026/6396/finance/992958.html - Gold prices recorded a fourth consecutive week of gains, supported by a ceasefire between Israel and Hezbollah and the reopening of the Strait of Hormuz. The metal rose from $4,676.77 per ounce at the start of the week to close at $4,829. Analysts from Asset Strategies International and Barchart.com offer mixed outlooks for the coming week, with some citing technical oversold conditions while others anticipate continued strength due to reduced geopolitical risk. Most experts surveyed expect further price increases.
366. https://finance.yahoo.com/markets/currencies/articles/dollar-drops-middle-east-peace-193345676.html - The US dollar index fell to a seven-week low as optimism regarding a potential end to the war in Iran and an 11% drop in WTI crude oil prices reduced safe-haven demand and inflation expectations. San Francisco Fed President Mary Daly suggested keeping policy steady, while ECB President Christine Lagarde noted upside risks to the price outlook. Negotiations between the US and Iran are ongoing, with talks expected to continue in Pakistan.
367. https://shortgo.co/2406-wholesale-prices-surge-home-sales-slump-in-march-while-jobless-claims-fall/ - US economic data for March shows conflicting signals. Wholesale prices jumped due to higher input costs, raising inflation concerns for the Federal Reserve. Conversely, home sales declined as borrowing costs and tight inventory softened buyer demand. Initial unemployment claims fell, indicating continued labor market resilience. These mixed indicators complicate monetary policy decisions regarding interest rates.
368. https://www.business-standard.com/world-news/west-asia-conflict-revives-stagflation-dangers-for-global-economy-126041900056_1.html - Seven weeks of war in West Asia have intensified risks of stagflation, characterized by surging prices and stalling growth, according to business surveys. The International Monetary Fund warns that the economic damage is already baked in and recovery will take time even if the conflict ends. Policymakers, including IMF Managing Director Kristalina Georgieva and ECB officials, face high uncertainty as they monitor deteriorating purchasing manager indexes and rising inflation driven by energy shocks across the US, Europe, and emerging markets.
369. https://www.abc.net.au/news/2026-04-19/calls-for-more-public-earthquake-monitors-after-tremor-in-orange/106574802 - A magnitude 4.5 earthquake struck near Newmont's Cadia gold mine in Orange, NSW, causing structural damage to a local home and suspending underground operations. Geoscience Australia noted uncertainty in locating the event due to the distance of the nearest public monitor. Experts and community members are calling for increased seismic monitoring in mining regions to better assess potential links between mining activity and seismic events, though officials state current evidence does not confirm a causal relationship.
370. https://bitcoinnews.ch/57769/gold-stablecoin-thusd/ - Theo Network launched thUSD, a gold-backed stablecoin utilising a delta-neutral strategy to generate yields independent of gold price movements. The project achieved a $100 million fundraising cap in under 24 hours via its Genesis Program. Partners include Standard Chartered and Libeara. The initiative targets global adoption with a goal of $1 billion in deposits by year-end, offering Swiss investors exposure to gold stability within DeFi.
371. https://rareearthexchanges.com/news/chinas-liaoning-mining-group-maps-out-expansion-through-2030/ - China's Liaoning Provincial Geological and Mineral Investment Development Group announced a five-year strategy to build a vertically integrated minerals platform. The plan includes over 100 new geological projects and 3-5 new mining operations, focusing on exploration, processing, and trade. This expansion reinforces China's control over the critical minerals value chain and exerts pressure on Western supply chain initiatives.
372. https://www.advantagegold.com/blog/gold-price-4900-gold-approaching-4900-silver-at-80-what-dual-precious-metal-milestones-tell-us-about-the-market/ - Gold prices are nearing $4,900 per ounce and silver has surpassed $80, marking simultaneous historic levels for both metals. The article attributes these moves to structural factors including monetary expansion, central bank accumulation, supply deficits, and geopolitical shifts. Industrial demand for silver, driven by sectors like solar and electronics, is accelerating. The text highlights broad institutional conviction in a precious metals bull market and suggests the window to accumulate physical gold and silver remains open for investors seeking diversification and wealth preservation.
373. https://www.advantagegold.com/blog/gold-bull-market-2026-history-is-repeating-every-condition-that-caused-golds-520-surge-is-back-and-every-one-is-worse/ - Analysts assert that macroeconomic conditions which previously drove a 520% gold surge in the 1980s are present again, with metrics indicating they are more severe. Key factors include US debt-to-GDP rising to 124%, zero major gold discoveries in 2023 and 2024, and a Dow-to-Gold ratio of 10 to 1. Despite a recent pullback from $5,595 to $4,700 per ounce, the article argues this correction historically precedes parabolic moves, suggesting gold prices could exceed $20,000. Central bank demand remains high, and mining production is projected to enter permanent decline.
374. https://globalbullionsuppliers.com/blogs/blog/gold-and-silver-prices-during-the-iran-war - Gold and silver prices have fallen significantly despite escalating tensions in the Iran conflict. The decline is attributed to rising inflation expectations driven by potential oil supply disruptions, which have caused central banks to hesitate on rate cuts. Additionally, a strengthening US dollar has pressured precious metal prices. Unlike typical safe-haven rallies, the metals are reacting to macroeconomic factors like currency strength and interest rate policy rather than the war headlines alone.
375. https://globalbullionsuppliers.com/blogs/blog/gold-and-silver-prices-during-the-iran-war - Gold and silver prices have fallen significantly despite escalating tensions in the Iran conflict. The decline is attributed to rising inflation expectations driven by potential oil supply disruptions, which have caused central banks to hesitate on rate cuts. Additionally, a strengthening US dollar has pressured precious metal prices. Unlike typical safe-haven rallies, the metals are reacting to macroeconomic factors like currency strength and interest rate policy rather than the war headlines alone.
376. https://www.foreignpolicyjournal.com/2026/04/18/donald-trump-threatens-to-fire-jerome-powell-if-the-fed-chair-stays-on-as-governor/ - President Donald Trump stated he would fire Federal Reserve Chair Jerome Powell if the outgoing leader stays on the Board of Governors after his chairmanship ends on May 15. Trump claims Powell is doing a bad job and should lower interest rates. Powell plans to remain until the Justice Department resolves a probe into cost overruns at the Fed headquarters. Legal experts note the Federal Reserve Act requires cause for removal, making the action potentially illegal. Markets fear a sell-off if Trump attempts to fire Powell, as Fed independence is crucial for US monetary policy credibility.
377. https://diariocorreo.pe/edicion/arequipa/gobierno-autoriza-inicio-de-explotacion-de-tia-maria-luz-verde-para-operar-el-tajo-la-tapada-noticia/ - The Peruvian Ministry of Energy and Mines (Minem) formally authorised the commencement of the first stage of the Tia Maria mining project, specifically the La Tapada pit, operated by Southern Peru Copper Corporation. The decision, issued on 17 April via Resolution No. 0194-2026-MINEM/DGM, followed verification of technical documentation, environmental certification by Senace, and land ownership credentials. Minem determined that prior consultation with indigenous communities was not required as no such populations reside in the direct area of influence. The company must now comply with occupational safety regulations and environmental management commitments.
378. https://thinicemacroeconomics.substack.com/p/wallers-warning - Fed Governor Christopher Waller issued a hawkish warning regarding persistent inflation driven by tariffs, immigration restrictions, and the Middle East war. Despite Waller's signal, the author maintains the Fed will remain behind the inflation curve. Separately, Hungary's election victory for the pro-EU Tisza party is noted as a geopolitical shift strengthening the euro.
379. https://www.indexbox.io/blog/central-banks-execute-divergent-gold-strategies-as-market-views-shift/ - Central banks are executing divergent strategies regarding gold reserves. The Bank of France sold 129 tonnes held in the US and repurchased them in Europe for profit. China added five tonnes to its holdings in March, while Turkey monetized 118 tonnes. Analysts note a broader trend of shifting reserves from dollars to gold, driven by BRICS+ demand, with gold positioned as an alternative to the US dollar.
380. https://www.thehindubusinessline.com/portfolio/the-golden-trade-is-not-yet-crowded/article70878466.ece - Following an 11 per cent dollar-term correction from January highs, analysts argue the long-term case for gold remains intact due to macro drivers like monetary debasement and geopolitical instability. The article cites four reasons why the current decline is a pause rather than a trend break, including a favourable gold-to-equity ratio, historical resilience during drawdowns, and superior capital protection compared to equities during stress periods. With Akshaya Tritiya approaching, the correction is viewed as a potential entry point for hesitant investors.
381. https://www.harianbasis.co/en/tmc-metals-company-retail-investor-interest-mineral-security - Geopolitical instability and US export restrictions on AI chips have heightened global focus on critical minerals, driving retail investor interest in TMC The Metals Company. Despite a 13.5% decline in 2026 and a lack of revenue, the stock has climbed 81% over the past year. TMC, which controls deep-sea mining rights, recently received a positive compliance update from the US National Oceanic and Atmospheric Administration regarding its application under the Deep Seabed Hard Mineral Resources Act, marking a key step toward commercial production.
382. https://www.ad-hoc-news.de/boerse/news/ueberblick/intel-corporation-stock-us4581401001-is-foundry-execution-now-the-real/69195227 - Intel Corporation is aggressively pursuing a strategic transformation into a leading foundry service provider to regain market share and support U.S. semiconductor manufacturing. Facing intense competition from TSMC and Nvidia, the company aims to achieve over $10 billion in foundry bookings by 2030 through its IDM 2.0 strategy. With significant investments backed by the CHIPS Act, Intel's success hinges on the timely delivery of its 18A process technology and securing external contracts, presenting a high-risk, high-reward opportunity for investors.
383. https://www.business-standard.com/industry/news/heterogeneous-integration-set-to-break-ground-for-its-odisha-semicon-unit-126041800811_1.html - Heterogeneous Integration Packaging Solutions Pvt Ltd is set to break ground for India's first advanced glass substrate semiconductor packaging unit at Info Valley, Bhubaneswar, Odisha. The project, approved by the Centre in August, involves an estimated investment of Rs 1,943 crore and aims to create 2,500 jobs. The facility will produce 50 million semiconductor units annually, supporting AI, defence, and 5G sectors. Chief Minister Mohan Charan Majhi and Union Minister Ashwini Vaishnaw will preside over the ceremony.
384. https://cryptobriefing.com/trump-backs-warsh-for-fed-chair-signaling-potential-rate-cuts/ - Donald Trump has endorsed Kevin Warsh for the position of Federal Reserve chair, a move interpreted as a signal for potential future interest rate cuts. Market odds for a 25 basis point cut after the April 2026 meeting have risen to 0.2%, though the reaction remains tepid. Traders remain unconvinced that Warsh's nomination will alter the Federal Open Market Committee's hawkish stance due to persistent inflationary pressures. Confirmation depends on the Senate Banking Committee, where dynamics are considered less predictable.
385. https://en.overclocking.com/is-there-light-at-the-end-of-the-tunnel-for-intel/ - UBS Group reports that Intel's 14A process is gaining interest from NVIDIA, Apple, Google, and AMD for future chip production. Intel is expected to announce foundry commitments this autumn, with potential deals already signed. Google and Amazon are highlighted as prospects for encapsulation technology, while a rapprochement with Terafab is viewed positively by analysts despite test production not starting until 2029.
386. https://techxplore.com/news/2026-04-perovskite-solar-cells-certified-efficiency.html - Researchers at Nanchang University in China developed a new chemical compound to dope perovskite films, stabilizing the crystal structure and improving heat resistance. Published in Nature Energy, the study reports perovskite solar cells achieving a certified efficiency of 26.61%. The devices retained 95% of their initial efficiency after 1,500 hours of operation under high-temperature conditions, demonstrating significant improvements in stability and performance for photovoltaic technology.
387. https://www.vtmarkets.com/live-updates/gold-advances-as-hormuz-reopens-oil-tumbles-easing-inflation-and-boosting-expectations-of-forthcoming-federal-reserve-cuts/ - Gold prices rose approximately 1.67% to trade near $4,870 on Friday, driven by reports that the Strait of Hormuz is completely open and hopes for a US-Iran deal. These developments pushed WTI crude oil down nearly 9% to $81.50, easing near-term inflation concerns and bolstering expectations for Federal Reserve rate cuts later in the year. The US Dollar Index fell to more than one-month lows. Markets remain focused on weekend diplomatic talks and upcoming Federal Reserve speeches ahead of the April 28-29 FOMC meeting.
388. https://www.canadianmortgagetrends.com/2026/04/macklem-warns-against-hiking-too-early-or-too-late-on-oil-shock/ - Bank of Canada Governor Tiff Macklem stated that central banks are positioned differently regarding economic slack and inflation, leading to varied responses to the current oil price shock. Speaking from Washington during IMF meetings, Macklem cautioned against raising interest rates too early, which could lower growth, or too late, allowing inflation to entrench. The Bank of Canada held its policy rate at 2.25% in March, intending to look through the initial energy price shock while monitoring for second-round effects on core inflation. Macklem expects headline inflation to remain below 3% despite a likely large March report. He also discussed the risks associated with Anthropic's Mythos AI model with Federal Reserve Chair Jerome Powell.
389. https://www.vtmarkets.com/live-updates/gold-advances-as-hormuz-reopens-oil-tumbles-easing-inflation-and-boosting-expectations-of-forthcoming-federal-reserve-cuts/ - Gold prices rose approximately 1.67% to trade near $4,870 on Friday, driven by reports that the Strait of Hormuz is completely open and hopes for a US-Iran deal. These developments pushed WTI crude oil down nearly 9% to $81.50, easing near-term inflation concerns and bolstering expectations for Federal Reserve rate cuts later in the year. The US Dollar Index fell to more than one-month lows. Markets remain focused on weekend diplomatic talks and upcoming Federal Reserve speeches ahead of the April 28-29 FOMC meeting.
390. https://www.thehindubusinessline.com/markets/gold/investors-favour-digital-gold-etfs-alongside-physical-buying-this-akshaya-tritiya/article70878091.ece - Analysts predict a shift towards digital gold and exchange-traded funds (ETFs) alongside traditional physical buying for Akshaya Tritiya, celebrated on Sunday. Motilal Oswal Financial Services reports that while physical jewellery demand remains price-sensitive due to elevated prices, investors increasingly seek flexible and transparent options like digital gold and derivatives. Global factors including geopolitical tensions and inflation support gold prices, which have gained around 10% year-to-date, though a stronger US dollar and weak physical demand pose near-term headwinds.
391. https://kingworldnews.com/the-next-30-60-days-will-be-hugely-violent-in-world-financial-markets/ - Alasdair Macleod predicts significant volatility in world financial markets over the next 30 to 60 days. He cites a potential fall in the US dollar index below 96.8 and US bond yields exceeding 5% as triggers for equity market crashes. The analysis suggests these events will impact gold and silver markets. The source, King World News, links to further articles regarding economic breakdowns and commodity trends.
392. https://kingworldnews.com/haycock-the-roadmap-to-a-jaw-dropping-75000-gold-price/ - Jonathan Haycock, partner at VON GREYERZ, presented a valuation model predicting gold could reach $75,000 per ounce. His analysis compares current gold market metrics to historical peaks, specifically the post-World War II ratio of US gold reserves to federal debt. Haycock argues that restoring this historical ratio would drive the price to the stated level. The commentary was delivered during an interview on King World News.
393. https://www.bankingfinance.in/india-allows-15-banks-to-import-gold-and-silver-until-2029.html - The Government of India has authorised 15 banks to import gold and silver until March 2029. This measure aims to ensure smooth supply and maintain stability in the precious metals market, which is critical for jewellery, investment, and industry sectors. The policy provides long-term clarity to market participants, supports continuity in trade operations, and allows authorities to better monitor inflows and manage foreign exchange outflows.
394. https://phys.org/news/2026-04-flat-optics-metalens-production.html - A collaborative team led by Sungkyunkwan University and POSTECH has developed a fully automated roll-to-roll manufacturing platform capable of producing visible metalenses at a rate of 300 units per second. Published in Nature, the study overcomes previous industrial barriers by utilizing a 12-inch silicon master stamp and flexible polymer molds. The system achieves a throughput two orders of magnitude higher than conventional methods, enabling the mass production of 200-meter-long metalens arrays. This breakthrough paves the way for commercializing metasurface technology in imaging, displays, and consumer electronics.
395. https://www.cnbc.com/2026/04/18/iran-war-inflation-prices-energy-trump-economy-end.html - Over 30 central bankers and policymakers expressed concern over the prolonged U.S.-Iran war and its economic fallout during IMF World Bank meetings in Washington, DC. Key worries include potential stagflation, energy security crises due to Strait of Hormuz disruptions, and the inability to forecast monetary policy paths amidst uncertainty. Officials from the ECB, European Stability Mechanism, and various national finance ministries warned of higher inflation and lower global growth if the conflict continues or escalates.
396. https://knnindia.co.in/news/newsdetails/sectors/dgft-authorises-15-banks-for-gold-silver-imports-till-2029 - The Directorate General of Foreign Trade (DGFT) has authorised 15 banks, including State Bank of India, HDFC Bank, ICICI Bank, Kotak Mahindra Bank, and Yes Bank, to import gold and silver from April 1, 2026, to March 31, 2029. Union Bank of India and Sberbank are authorised for gold imports only. This move resolves a temporary disruption where over five metric tonnes of gold and eight metric tonnes of silver were held at customs, aiming to normalise domestic supply and stabilise prices for India's jewellery and trading sectors.
397. https://www.globenewswire.com/news-release/2026/04/18/3276560/0/en/Every-Nation-on-Earth-Is-Racing-to-Secure-Its-Own-Gold-Supply-Jim-Rickards-Says-America-s-Answer-Has-Been-Sitting-in-Alaska-for-Decades-Buried-Under-Red-Tape-Until-Now.html - * Jim Rickards released a presentation linking global central bank gold purchases to a shift in US regulatory policy for an Alaska deposit. * Global central banks purchased over 1,000 tonnes of gold for three consecutive years, with 95% expecting further increases in 2025. * Gold prices reached a record of $5,589.38 per ounce in January 2026, driven by geopolitical instability and reserve diversification. * The Trump administration signed Executive Orders 14153 and 14241 to expedite permitting for a southwest Alaska deposit containing 71 million ounces of gold. * The deposit had been blocked by permitting denials and environmental vetoes during the Biden administration.
398. https://wccftech.com/asml-memory-chip-orders-explode-past-logic-first-time-as-dram-makers-scramble-for-euv-slots/ - During its Q1 2026 earnings call, ASML President and CEO Christophe Fouquet stated that memory-related end-use systems accounted for a 51% share of sales, surpassing logic designs for the first time. This shift is driven by aggressive capacity expansion from DRAM manufacturers like SK Hynix, Samsung, and Micron to support next-generation HBM standards for AI accelerators. Demand for advanced EUV and DUV lithography tools continues to outpace supply, with South Korean factories leading global production activity. ASML highlighted strong order intake and ongoing investments in productivity upgrades and new machine roadmaps to address these constraints.
399. https://www.prnewswire.com/news-releases/three-papers-published-consecutively-in-nature-energy-jinkosolars-breakthroughs-in-topconperovskite-tandem-technology-receive-authoritative-recognition-302746483.html - * JinkoSolar published three research papers in Nature Energy in April 2026 detailing advancements in TOPCon and perovskite tandem solar cell technologies. * The company achieved a certified efficiency of 26.66% for industrial-scale TOPCon cells in collaboration with the Ningbo Institute of Materials Technology and Engineering. * A monolithic perovskite/TOPCon tandem cell developed with Soochow University reached a certified efficiency of 32.73%. * Collaboration with the National University of Singapore resulted in a perovskite/TOPCon tandem cell with a certified efficiency of 32.76%. * The research highlights innovations in silver paste protection, carrier transport loss reduction, and crystallization kinetics control for industrial applications.
400. https://www.prnewswire.com/news-releases/jinkosolar-officially-launches-light-diamond-lightweight-high-strength-module-302746484.html - JinkoSolar has launched the Light Diamond module, designed for low-load-bearing roofs, featuring a weight of 16.2 kg and high efficiency of 24.94%. The module offers over 40% weight reduction compared to conventional solutions, with a 30-year power warranty. It aims to serve markets involving old industrial buildings, light-gauge steel roofs, and load-restricted structures, potentially unlocking a market exceeding 200 GW. The product enhances installation efficiency, reduces costs, and addresses demand in China’s rooftop solar sector.
401. https://www.indiandefensenews.in/2026/04/intel-backed-3d-glass-semiconductor.html - The ground-breaking of India's first Advanced 3D Glass Semiconductor Packaging Unit, backed by Intel, is scheduled for 19 April 2026 in Bhubaneswar, Odisha. This facility will focus on next-generation packaging solutions for AI and high-performance computing, aiming to enhance India's semiconductor self-reliance. The project is expected to create high-skilled employment, attract ancillary industries, and position Odisha as a global centre for advanced technology, decentralising the country's semiconductor ecosystem beyond traditional hubs.
402. https://www.eanlibya.com/%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D9%8A%D9%86%D9%87%D8%A7%D8%B1-%D8%A8%D8%B9%D8%AF-%D9%81%D8%AA%D8%AD-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%85%D8%A7%D8%B0%D8%A7-%D8%B9/ - Global energy markets experienced a sharp decline following Iran's announcement that the Strait of Hormuz is fully open to commercial shipping. Brent crude dropped 11.2% to $88.27 per barrel, while West Texas Intermediate fell 12% to $83.29. The move, linked to a ceasefire between Israel and Lebanon, reduced the 'war premium'. Conversely, gold prices rose 1.64% to $4,869.32 per ounce as investors sought safe havens, while US stock indices also increased.
403. https://seekingalpha.com/article/4891750-april-2026-trading-outlook-fiscal-flows-oil-bank-credit-and-fed-interest-rates?source=feed_all_articles - An analyst outlines an April 2026 trading outlook suggesting the sale of real estate, long positions in AUD, precious metals, and government bonds. The strategy relies on fiscal flow analysis, noting that rising federal deficits correlate with private sector surpluses and risk asset growth. With inflation easing and unemployment rising, the report advises caution on risk assets while leveraging an increasingly reactive Federal Reserve environment.
404. https://wmbdradio.com/2026/04/17/imf-expects-ecb-to-raise-rates-by-half-a-percentage-point-in-2026/ - The International Monetary Fund's European Department chief, Alfred Kammer, stated that the European Central Bank should increase its key interest rate by approximately 50 basis points in 2026 to counter energy-driven inflation. This recommendation stems from a global supply shortage caused by the closure of the Strait of Hormuz due to conflict between the US, Israel, and Iran, which has reduced oil and gas supplies by 20%. While the IMF notes the uncertainty of this model-based forecast, it highlights that inflation expectations remain anchored on a one-year basis, though vigilance is required to prevent second-round effects.
405. https://organiser.org/2026/04/18/349200/world/hormuz-reopens-after-ceasefire-deal-but-tight-controls-and-geopolitical-uncertainty-persist/ - Iran announced the reopening of the Strait of Hormuz for commercial shipping following a ceasefire between Israel and Lebanon, effective for ten days. Access remains tightly controlled by the Islamic Revolutionary Guard Corps (IRGC), with prior approval required. US President Donald Trump welcomed the move but maintained restrictions on vessels linked to Iran. Markets reacted with a sharp drop in crude oil prices, while gold prices rose. Peace talks are expected in Islamabad, with discussions on nuclear material transfer and financial compensation.
406. https://simplywall.st/stocks/ca/materials/tsx-usa/americas-gold-and-silver-shares/news/a-look-at-americas-gold-and-silver-tsxusa-valuation-after-re - Americas Gold and Silver (TSX:USA) achieved record first quarter silver production of 787,000 ounces and sales of 830,000 ounces. The company is progressing upgrades at its Galena Complex and transitioning to the higher-grade EC120 at Cosalá, with commercial production expected by year-end 2025. Despite recent net losses and a CA$100 million debt load, the stock trades at a 39% discount to a narrative fair value of CA$14.44.
407. https://www.riotimesonline.com/latin-american-pulse-for-saturday-april-18-2026/ - Iran's Foreign Minister Abbas Araghchi declared the Strait of Hormuz completely open for commercial vessels, causing Brent crude to fall below $90 and WTI to hit $83. US President Donald Trump claimed Iran agreed to suspend its nuclear programme and ship uranium to the US, though Tehran stated nothing is certain. The de-escalation triggered a risk-on rotation, with Bitcoin surging to $77,140 and gold hitting an all-time high. In Latin America, Petrobras fell approximately 7% and the Ibovespa dropped 0.55%, while the Brazilian real strengthened to a new cycle low. In Peru, the presidential vote count remains undecided with over 5,000 observed ballots pending review. Bolivia is set to hold five-department gubernatorial runoffs tomorrow.
408. https://www.scmp.com/economy/global-economy/article/3350511/hong-kong-wants-become-global-gold-vault-does-iran-war-create-opening?utm_source=rss_feed - * Analysts suggest Hong Kong could evolve from a trading conduit into a trusted gold vault due to increased demand for safe-haven assets. * The Iran conflict is raising questions about the security and neutrality of storage locations, creating a strategic window for diversification. * Hong Kong aims to capture wealth flows from Asia and the developing world rather than supplanting established centres like New York or London. * Matteo Giovannini of ICBC notes the city's opportunity lies in acting as a key node for flows between China, the Middle East, and Global South actors. * The US-Israeli war on Iran has intensified global demand to diversify gold storage, benefiting Hong Kong's capital markets.
409. https://dinarchronicles.com/2026/04/18/gold-telegraph-global-financial-leaders-sound-the-alarm/ - Former US Treasury Secretary Henry Paulson suggested preparing a backup plan to avert a potential collapse in demand for US Treasuries, citing the Federal Reserve as a potential sole buyer. Former People's Bank of China Governor Zhou Xiaochuan called for yuan internationalization, while former Fed Chair Janet Yellen warned that lowering rates to reduce debt service could trigger uncontrolled inflation. The IMF warned that sovereign bond losses could weaken bank balance sheets. China's US Treasury holdings fell to $693.3 billion. US Treasury Secretary Scott Bessent urged the World Bank to support critical mineral projects to diversify supplies away from China.
410. https://www.saretskygroup.com/gold-surges-on-looming-rate-cuts-in-canada-sept-2025-updates/ - Gold prices climbed to approximately US$3,550 per ounce as markets anticipate interest rate cuts from the Bank of Canada following a Q2 GDP contraction of 1.6%. The economic downturn is characterised by negative private-sector payrolls and weak exports, though household consumption remains resilient. Concurrently, long-term sovereign yields are rising despite short-term rate expectations falling, creating a divergence that signals investor concern over liquidity and system risk. The article highlights potential contagion risks in European bond markets and notes that Canada's energy sector presents a constructive opportunity amidst these macroeconomic stresses.
411. https://www.heraldscotland.com/news/26025434.investors-must-frame-plan-year-marked-shocks/?ref=rss - In early 2026, geopolitical tensions involving Venezuela, Greenland, and a US-Israel-Iran conflict triggered market volatility. Gold prices rose to new highs as investors sought safe-haven assets, while energy shares climbed on oil price spikes. Central banks, including the Federal Reserve and ECB, maintained cautious stances on rate cuts due to inflation concerns. Japanese markets gained following a pro-growth election victory, and emerging markets saw gains despite US policy shifts.
412. https://dinarchronicles.com/2026/04/18/itm-trading-gold-surges-back-as-hormuz-reopens-4-major-signals-to-watch-now/ - Todd Horwitz, a 40-year market veteran interviewed on The Daniela Cambone Show by ITM Trading, warns that the current stock market rally is fragile and driven by retail investors rather than institutions. He predicts a potential 40% to 60% market correction within a year. Conversely, Horwitz forecasts gold prices could rise to $6,000 per ounce as a hedge against inflation and a crumbling fiat system. The interview suggests securing wealth through physical precious metals due to economic fragility.
413. https://www.heraldscotland.com/news/26025434.investors-must-frame-plan-year-marked-shocks/?ref=rss - * Gold prices rose to new highs amid safe haven demand following US military threats against Venezuela and Iran. * The Federal Reserve appointed Kevin Warsh to succeed Jerome Powell, maintaining a rate cutting trajectory despite inflation concerns. * Oil prices surged over $100 per barrel after US and Israel bombed Iran, disrupting shipping through the Strait of Hormuz. * European Central Bank kept interest rates unchanged at 2% as inflation fell to 1.7% in January. * Investors faced increased anxiety over AI spending returns and labour market weakness, pricing in further Fed rate cuts.
414. https://skillings.net/seabridge-gold-reports-massive-gold-silver-copper-resource-at-snip-north/ - Seabridge Gold reported a maiden mineral resource estimate for the Snip North prospect at its Iskut project in British Columbia, Canada. The inferred resource contains 9.2 million ounces of gold, 28.3 million ounces of silver, and 923 million pounds of copper. The company stated the mineralized system remains open for expansion. Further drilling and technical work are required to assess development pathways. This update adds scale to the Iskut portfolio and highlights the polymetallic character of the system.
415. https://skillings.net/precious-metals-update-gold-rises-on-easing-geopolitical-tensions-silver-squeeze-looms/ - Gold prices increased as markets adjusted to easing U.S.-Iran geopolitical tensions, with support from inflation expectations and monetary policy considerations. Conversely, silver markets face tightening conditions due to a persistent structural deficit where demand outpaces supply, evidenced by inventory drawdowns at major exchanges. Analysts note a divergence in drivers, with gold acting as a macro hedge and silver influenced by industrial consumption and physical supply constraints, raising volatility risks.
416. https://www.caesarsreport.com/blog/aztec-minerals-expands-oxide-gold-silver-zone-at-tombstone/ - Aztec Minerals released assay results from fourteen additional RC holes drilled at the Tombstone property in Arizona. The results confirm mineralization continuity and expand the Contention Main target area to the west and at depth. A highlighted intersection measured 113 meters containing 0.48 g/t gold and 12.6 g/t silver. CEO Dyakowski noted potential to increase near-surface oxide material, with focus on Westside and Southwest targets. The company aims to begin a maiden resource estimate after completing the current 17,000-meter drill program.
417. https://www.openpr.com/news/4477699/stretchable-conductive-ink-market-to-reach-us-857-90-million - The global stretchable conductive ink market reached US$ 495.60 million in 2025 and is forecast to reach US$ 857.90 million by 2033, growing at a CAGR of 7.1%. Growth is driven by demand for wearable electronics, flexible devices, and advancements in nanomaterials like silver and graphene. Key players include Henkel, DuPont, and Sun Chemical, with Asia-Pacific holding the largest 42% market share.
418. https://simplywall.st/stocks/ca/materials/tsx-iau/i-80-gold-shares/news/archimedes-mine-progress-and-drilling-results-might-change-t - i-80 Gold Corp. has progressed construction at its Archimedes underground mine in Nevada and reported positive infill drilling results at Upper Archimedes, confirming mineral continuity. The company is accelerating exploration and permitting for Lower Archimedes, with a feasibility study targeted for early 2027. These developments support the near-term catalyst of first ore production from Upper Archimedes in 2026, though execution and cost control remain key risks.
419. https://www.newsghana.com.gh/tanzania-cancels-40-mining-licences-warns-more-revocations-coming/ - * Tanzania's Minister of Minerals Anthony Mavunde announced the cancellation of 40 mineral exploration licences and the issuance of default notices to 43 others on April 15, 2026. * The action targets non-compliance including failure to conduct exploration, unpaid fees, and neglect of local content obligations, freeing approximately 900 square kilometres for redistribution. * The government is finalising a digital platform to automate licence management, reporting, and enforcement to eliminate human discretion and political interference. * Authorities link licence hoarding to increased illegal mining and safety hazards, aiming to ensure exploration rights translate into actual production. * Revoked licences will be reallocated under the 'Mining for a Brighter Tomorrow' programme to boost inclusive participation in the sector.
420. https://montrealgazette.com/press-releases/globe-newswire/b2gold-reports-fire-related-incident-to-the-crushing-circuit-at-the-goose-mine/ - B2Gold Corp reported a fire at the Goose Mine in British Columbia on April 16, 2026. The incident occurred in the evening at the secondary crusher screen and feed belt. Emergency responders extinguished the fire with no injuries reported. Operations are continuing on plan while the company investigates the cause and assesses damage.
421. https://www.mining.com/fast-tracking-us-critical-minerals-could-backfire-without-safeguards-oxfam-warns/ - Oxfam America warns that the US strategy to fast-track critical minerals projects, driven by President Trump's March 2025 executive order, risks causing long-term delays and disruptions. The organisation argues that accelerating permitting without robust environmental safeguards and community engagement undermines the 'social license to operate', potentially leading to costly legal battles and shutdowns. Oxfam advocates for tying government financing to rigorous standards like IRMA rather than existing IFC frameworks, cautioning that ignoring supply chain complexities and community consultation could derail the goal of reducing foreign reliance.
422. https://vneconomy.vn/vang-tang-gia-sau-khi-iran-tuyen-bo-mo-cua-eo-bien-hormuz-spdr-gold-trust-gom-gan-8-tan-vang.htm - Global gold prices increased on Friday following Iran's announcement to open the Strait of Hormuz, which caused crude oil prices to fall. The SPDR Gold Trust executed a fourth consecutive net buying session, accumulating 7.7 tonnes of gold to reach a holding of 1,060.6 tonnes. New York spot gold closed at 4,831.4 USD/oz, up 0.84%. Analysts attribute the rise to reduced inflation fears and increased expectations for Federal Reserve rate cuts. The SPDR fund has bought a total of 13.4 tonnes this week.
423. https://dollarcollapse.com/top-three-videos-april-18-2026/ - Macro analyst Steph Pomboy argues that the Iran war and Trump's $1.5 trillion defense request guarantee continued deficit spending, reinforcing the long-term case for gold, energy, and copper. She describes recent gold weakness as a 2008-style margin call phenomenon where investors liquidated assets to cover oil costs and private credit stresses. Pomboy identifies secular headwinds including fiscal dominance, deglobalization, and a hidden credit crisis as factors that will overwhelm near-term market optimism, predicting a policy-response-driven rally in hard assets.
424. https://thenationonlineng.net/niger-arrests-two-foreigners-for-illegal-mining/ - Niger state authorities arrested two foreign nationals for unauthorised mining activities at the Zuzungi Mining Site. The operation, led by Commissioner for Mineral Resources Muhammad Qasim Danjuma, involved a regulatory inspection by the state Ministry of Mining Resources. The suspects were handed over to the Nigeria Immigration Service for legal action. The government reaffirmed its zero-tolerance policy towards illegal mining to protect mineral resources and the environment.
425. https://www.investing.com/news/stock-market-news/morgan-stanley-questions-golds-safehaven-status-amid-market-volatility-93CH-4621421 - Morgan Stanley analysts suggest gold may no longer function solely as a safe-haven asset, noting its 90% correlation with the S&P 500 and underperformance relative to pre-conflict levels. The firm attributes this to supply shocks and partially recovered bond yields, while central banks in Turkey and China show mixed activity. Despite these concerns, the bank forecasts gold prices reaching $5,200 per ounce by the second half of 2026, citing potential rate cuts and a weakening dollar as supportive factors.
426. https://www.goodreturns.in/news/mcx-gold-price-rises-after-iran-reopens-strait-of-hormuz-gold-rate-today-in-india-jump-on-18-april-1502997.html - Gold rates in India corrected sharply on the latest trading session, ending a three-day winning streak. The pullback followed reports that Iran reopened the Strait of Hormuz, easing geopolitical tensions. MCX gold futures for the June 2026 contract rose slightly in the session, but physical 22K, 24K, and 18K gold prices in India declined. International spot gold prices extended gains above $4,850 per ounce. Analysts maintain a 'buy on dips' view for the medium to long term despite near-term headwinds.
427. https://becomeabetterinvestor.net/become-a-better-investor-newsletter-18-april-2026/ - US consumer sentiment has reached its lowest level since 1952, according to the University of Michigan index. Concurrently, the US has tightened a blockade in the Strait of Hormuz, with President Trump issuing warnings regarding naval vessels. In contrast, Chinese gold ETF holdings increased by 500,000 ounces in March while North American funds decreased by 2 million. Amazon has also significantly increased capital expenditure over the past three years.
428. https://www.edaily.co.kr/News/Read?newsId=01987686645417432&mediaCodeNo=257&OutLnkChk=Y - Middle East conflict has driven up international oil prices, increasing uncertainty surrounding US monetary policy. While major investment banks see limited prospects for rate hikes, they predict delayed rate cuts. Market expectations have shifted from anticipated cuts to a prolonged freeze. Ten major banks, seven of which cite inflationary pressure from high oil prices and resilient employment, forecast delayed policy easing. However, current economic conditions differ from 2022, with subdued consumption and cooling labour demand limiting the need for hikes. Analysts suggest a scenario of long-term rate freezing followed by rapid cuts if economic downturn risks materialise, though a return to tightening remains possible if inflation persists.
429. https://www.northernminer.com/news/gold-price-nears-month-high-as-iran-reopens-strait-of-hormuz-easing-inflation-concerns/1003890136/ - Gold prices rose to a monthly high of approximately $4,887 per ounce after Iran reopened the Strait of Hormuz for commercial traffic. This development alleviated investor concerns regarding a prolonged war and subsequent global inflation pressures. Silver also surged over 5% to a five-week high. The reopening follows a period where the closure of the strait, which handles a fifth of the world's oil supply, triggered energy price surges and inflation worries. Despite a 10% fall since the war began, gold has recovered more than half of its losses, with analysts maintaining a bullish long-term outlook.
430. https://www.fool.com/investing/2026/04/17/meet-the-gold-etf-crushing-sp-500-nasdaq-dow-2026/ - The SPDR Gold Trust (GLD) achieved an 11.7% year-to-date return as of April 14, 2026, significantly outperforming major U.S. stock indices which posted modest gains amid recovering market conditions. The ETF tracks gold prices, benefiting from investor concerns regarding geopolitical conflict, elevated government debt, and potential inflation. While stocks recovered from early-year losses, gold maintained its status as a safe-haven asset, with analysts suggesting continued upside due to economic uncertainty and money supply expansion.
431. https://metalsandminers.substack.com/p/2026-and-the-1970s-playbook-why-gold - Analysts argue that gold mining equities offer significant operating leverage during the current geoeconomic confrontation, drawing parallels to the 1970s stagflation era. The article suggests that as supply chains shift and trust in fiat currencies erodes, miners will outperform broader equities due to expanding margins when gold prices rise faster than extraction costs. This view is supported by historical data from the Great Depression and the 2008 crisis, where miners delivered staggering returns while other markets struggled.
432. https://idahobusinessreview.com/2026/04/17/fed-chair-nominee-warsh-economic-surprises-daly/ - San Francisco Federal Reserve President Mary Daly stated that Federal Reserve chair nominee Kevin Warsh cannot anticipate economic surprises he may face in the role. While Warsh supports interest rate cuts aligned with President Donald Trump's wishes, Daly noted that rising oil prices and the ongoing Iran conflict have shifted her own outlook to a wait-and-see mode regarding rate cuts. Daly expressed confidence in Warsh's commitment to the Fed's statutory goals of price stability and full employment but emphasised the necessity of maintaining monetary policy independence from politics despite calls for increased coordination with the Treasury Department.
433. http://www.kakiforex.com/2026/04/boe-policy-shift-between-tacit.html - Bank of England Chief Economist Huw Pill warned that a wait-and-see approach to the Iran war's economic impact is a mistake. He argued that maintaining current interest rates constitutes tacit tightening and urged proactive action to control inflation before it spirals. This stance contrasts with US-led G20 efforts to coordinate global food supply chains. The Bank of England in London emphasises that neutrality during inflationary threats is unwise.
434. https://www.sunjournal.com/2026/04/17/how-susan-collins-and-republicans-are-handling-trumps-federal-reserve-threat/ - U.S. Sen. Susan Collins and several Senate Republicans are defending Federal Reserve Chair Jerome Powell against President Donald Trump's threat to fire him. Trump has demanded Powell step down by May 15, citing dissatisfaction with interest rate policy, while also insisting on continuing a criminal probe into Fed headquarters renovations. Collins and other senators argue that political interference risks market destabilization and have called for the probe to be closed. The situation complicates Trump's efforts to confirm Kevin Warsh as Powell's successor, with Sen. Thom Tillis threatening to block the nomination until the investigation concludes. Independent Sen. Angus King also criticized the move as dangerous precedent.
435. https://gestion.pe/economia/empresas/buenaventura-san-gabriel-produce-por-debajo-de-lo-previsto-durante-el-primer-trimestre-noticia/ - Compañía de Minas Buenaventura reported first quarter 2026 operational results showing total production of 37,815 ounces of gold, 3,709,327 ounces of silver, 4,495 tonnes of lead, 7,379 tonnes of zinc, and 10,898 tonnes of copper. While several units exceeded projections due to higher ore grades, the San Gabriel unit produced 1,686 ounces of gold, falling below estimates during its commissioning phase. The company expects to begin sales in the second quarter as production volumes gradually increase. Average realised prices for gold and silver were US$4,875 and US$99.29 per ounce respectively.
436. https://gestion.pe/economia/empresas/panoro-minerals-inicia-perforacion-en-cotabambas-en-2026-proyecto-minero-en-apurimac-impulsara-produccion-de-cobre-en-peru-noticia/ - Canadian mining company Panoro Minerals has initiated its 2026 drilling programme at the Cotabambas project in Apurímac, southern Peru. Fully funded, the campaign targets 15,000 metres of diamond drilling to expand and upgrade high-grade copper, gold, and silver mineralisation. The work aims to increase resources and geological certainty, reinforcing the project's strategic value and Peru's position in global mineral production.
437. https://goldsilver.com/industry-news/article/gold-price-forecast-2026-2027-key-predictions-from-top-analysts/ - Gold prices have pulled back to approximately $4,867 per ounce in April 2026, trading 13% below the January 2026 all-time high. Major financial institutions maintain a bullish outlook for the remainder of 2026, with year-end forecasts ranging from $5,400 by Goldman Sachs to $6,300 by J.P. Morgan and Wells Fargo. Key drivers include record central bank demand, de-dollarisation trends, anticipated Federal Reserve rate cuts, and significant ETF inflows. Analysts view the recent decline as a consolidation phase within a structural bull market rather than a trend reversal.
438. https://goldsilver.com/industry-news/goldsilver-news/1-trillion-in-debt-interest-is-why-gold-keeps-climbing/ - The US Congressional Budget Office confirmed that debt interest payments for fiscal year 2026 will surpass $1 trillion, exceeding the defense budget of $885 billion. Gold prices rose 41% year-on-year to close at $4,867 per ounce, while silver advanced 4%. The article attributes this trend to fiscal dominance, where high debt levels constrain monetary policy, suppressing real yields and boosting demand for non-interest-bearing assets like gold and silver. Projections indicate interest costs could reach $2.1 trillion annually by 2036.
439. https://goldsilver.com/industry-news/article/why-are-brics-countries-buying-so-much-gold/ - BRICS nations are significantly increasing gold purchases to diversify reserves, protect assets from potential sanctions, and hedge against dollar debasement. Following the 2022 freezing of Russia's Western-held reserves, central banks have prioritized gold as a non-issuable, non-frozen asset. Combined BRICS+ reserves now exceed 6,000 tonnes, with the bloc accounting for over 50% of global central bank gold purchases between 2020 and 2024. The strategy aims to reduce reliance on the US dollar, which has seen its reserve share drop to approximately 57%.
440. https://goldsilver.com/industry-news/goldsilver-news/oil-crashed-11-gold-went-up-that-tells-you-everything/ - Gold prices increased 1.5% to $4,868 per ounce on Friday, while oil prices fell more than 10%, following Iranian Foreign Minister Abbas Araghchi's declaration that the Strait of Hormuz is open to commercial shipping. The divergence signals that gold's rally is driven by monetary factors, specifically falling inflation expectations and lower real yields, rather than geopolitical risk premiums. Brent crude and West Texas Intermediate prices dropped sharply, while the gold-to-silver ratio remained near 61. Markets anticipate the Federal Reserve may have room to cut rates by mid-2026.
441. https://goldsilver.com/industry-news/goldsilver-news/1-trillion-in-debt-interest-is-why-gold-keeps-climbing/ - The US Congressional Budget Office confirmed that debt interest payments for fiscal year 2026 will surpass $1 trillion, exceeding the defense budget of $885 billion. Gold prices rose 41% year-on-year to close at $4,867 per ounce, while silver advanced 4%. The article attributes this trend to fiscal dominance, where high debt levels constrain monetary policy, suppressing real yields and boosting demand for non-interest-bearing assets like gold and silver. Projections indicate interest costs could reach $2.1 trillion annually by 2036.
442. https://goldsilver.com/industry-news/goldsilver-news/oil-crashed-11-gold-went-up-that-tells-you-everything/ - Gold prices increased 1.5% to $4,868 per ounce on Friday, while oil prices fell more than 10%, following Iranian Foreign Minister Abbas Araghchi's declaration that the Strait of Hormuz is open to commercial shipping. The divergence signals that gold's rally is driven by monetary factors, specifically falling inflation expectations and lower real yields, rather than geopolitical risk premiums. Brent crude and West Texas Intermediate prices dropped sharply, while the gold-to-silver ratio remained near 61. Markets anticipate the Federal Reserve may have room to cut rates by mid-2026.
443. https://uk.finance.yahoo.com/news/trump-says-hell-fire-jerome-233219980.html - Donald Trump stated he would fire Federal Reserve Chair Jerome Powell if he does not leave when his term expires next month. This follows a federal judge dismissing a probe into the Fed's renovation site. Meanwhile, prediction markets indicate a low probability of rate cuts in 2026 due to inflation concerns, and Trump's nominee, Kevin Warsh, holds significant cryptocurrency positions.
444. https://missoulacurrent.com/boundary-mining-ban/ - The US Senate voted 50-49 to overturn a 2023 public lands order banning mining for 20 years in the Boundary Waters Canoe Area Wilderness. Using the Congressional Review Act, the chamber reversed the decision by former Interior Secretary Deb Haaland. The vote, largely along party lines, sets a precedent that could allow future administrations to rescind similar public land protections in other states, including Montana. Proponents argue the move opens mineral leases, while opponents warn of environmental damage and foreign ownership of resources.
445. https://republicofmining.com/2026/04/17/senate-republicans-send-trump-resolution-to-lift-mining-ban-near-boundary-waters-canoe-area-by-todd-richmond-associated-press-april-16-2026/ - Senate Republicans voted 50-49 to send a resolution to President Donald Trump lifting a federal mining ban near Minnesota's Boundary Waters Canoe Area Wilderness. The measure aims to allow a South American company to extract precious metals. House Republicans previously approved the resolution despite conservationist warnings of pollution. Democrats, including Senators Amy Klobuchar and Tina Smith, argued the move sets a dangerous precedent for public land protections.
446. https://www.chinanews.net/news/278994850/tsmc-to-expand-3nm-chip-production-in-taiwan-us-and-japan-as-ai-demand-surges - TSMC announced a global expansion of its 3nm production capacity in Taiwan, the United States, and Japan to meet soaring demand for artificial intelligence chips. CEO CC Wei stated that the company will accelerate investments, with new lines in Taiwan starting mass production in the first half of 2027 and facilities in Arizona and Japan following in 2027 and 2028 respectively. The firm expects 2026 sales to grow by more than 30% driven by orders from AI, smartphones, and automotive sectors.
447. https://cryptobriefing.com/us-import-prices-rise-amid-iran-tensions-fueling-golds-appeal-as-inflation-hedge/ - US import prices are increasing due to energy costs linked to conflicts in Iran. This rise is driving demand for gold as an inflation hedge, with market predictions indicating gold could reach $8,000 by June 30. Traders are responding to geopolitical tensions and inflation concerns, viewing gold as a safe haven asset despite thin trading volume.
448. https://bitcoinworld.co.in/silver-price-forecast-xagusd-rebounds-3/ - Global silver markets rebounded on Thursday with the XAG/USD pair climbing above $79 per ounce. This surge was driven by a retreat in the US Dollar Index (DXY) following Federal Reserve meeting minutes indicating a cautious stance on interest rates. Analysts from Global Markets Insight note robust dual demand from industrial sectors like solar photovoltaics and electronics, alongside elevated investment demand. The global supply deficit exceeds 140 million ounces, amplifying upward price pressure. Technical indicators, including a rising 50-day moving average, support the bullish momentum.
449. https://investingnews.com/top-stock-market-news-10042026-ceasefire-news/ - Gold and silver prices increased following US President Donald Trump's announcement of a two-week ceasefire in the Middle East. Prices had previously declined since the start of the Iran war due to selling by market participants in conflict zones. Chinese gold reserves saw their largest rise since February 2025. Experts, including Dr. Marc Faber, suggest the bull run is not over, though gold may face further declines in tightening liquidity environments. Mining M&A activity is also heating up amidst geopolitical uncertainty.
450. https://dollarcollapse.com/golds-very-bullish-futures/ - Despite gold prices remaining near record highs, total speculative long positions in gold futures have collapsed to levels below those that initiated the previous major bull market. This anomaly suggests significant room for speculators to re-enter and drive prices higher, although global demand from central banks and consumers has historically overshadowed US futures trading. The current positioning is described as very bullish for gold, with potential for substantial upside if speculators resume buying.
451. https://dailypioneer.com/news/in-gold-we-trust-silver-we-must - A 16-day delay in issuing an order for gold and silver imports caused shipments to be stuck at customs, with estimates of over five tonnes of gold and eight tonnes of silver affected. The Directorate General of Foreign Trade subsequently issued a circular authorising 15 banks to import bullion until March 2029. Analysts suggest the delay may have been a deliberate measure to curb imports, support the rupee against a weakening trend, and reduce the trade deficit, following previous restrictions on bullion imports.
452. https://www.investing.com/news/economy-news/feds-waller-says-swift-war-end-could-keep-rate-cut-hopes-alive-4621395 - Federal Reserve Governor Christopher Waller stated that a swift end to the conflict between the U.S. and Iran could allow interest rate cuts later this year. However, prolonged war and elevated energy prices risk embedding higher inflation and slowing economic activity. Waller noted the Fed faces a dilemma balancing inflation and labor market risks ahead of the April 28-29 meeting, where rates are expected to remain steady. He expressed caution about current inflation levels but remains open to easing policy if geopolitical tensions resolve rapidly.
453. https://www.fxstreet.com/news/usd-chf-falls-as-iran-declares-strait-of-hormuz-open-202604171745 - The USD/CHF pair declined to near one-month lows around 0.7800 following Iran's declaration that the Strait of Hormuz is open for commercial vessels during the ceasefire period. Iranian Foreign Minister Abbas Araghchi announced the move, which boosted risk appetite and caused WTI oil prices to drop nearly 10%. Although US President Donald Trump maintained a naval blockade until a final agreement, the partial reopening eased inflation concerns, pushing US Treasury yields lower and increasing market expectations for a Federal Reserve rate cut by December. A second round of US-Iran peace talks is expected over the weekend.
454. https://www.streetwisereports.com/article/2026/04/16/exploration-co-finds-excellent-silver-gold-gains-in-historic-mexico-district.html - On April 14, 2026, Pacifica Silver Corp released assay results from Phase 1 diamond drilling at its Claudia Silver-Gold Project in Durango, Mexico. The campaign found 14 of 16 holes intersecting silver-gold mineralization, including multiple high-grade intercepts exceeding 1,000 g/t AgEq. CEO Todd Anthony stated the results extend the Aguilareña vein down-dip and confirm robust subsurface continuity. The company is 100% focused on this project in Mexico.
455. https://www.streetwisereports.com/article/2026/04/16/exploration-co-defines-extensive-oxide-gold-silver-expansion-in-arizona.html - Aztec Minerals Corp announced on April 15, 2026, that drilling at its Tombstone Property in Arizona identified additional strong oxide gold-silver intersections. The 17,000-meter program expanded the Westside target width by 0.4km and extended the Contention zone over 1km north-south. CEO Simon Dyakowski stated the results demonstrate significant growth potential for near-surface mineralization. The company holds an 85% interest in the project located in Southeastern Arizona.
456. https://www.grandforksherald.com/news/minnesota/federal-mining-ban-repeal-draws-mixed-reactions-from-minnesota-lawmakers - Following the US Senate's repeal of the federal mining moratorium on federal land in the Superior National Forest and Rainy River Watershed, Minnesota lawmakers have introduced four new bills to regulate non-iron mining. Democratic legislators propose measures to prohibit copper nickel sulfide mining on state lands, require upfront financial assurance for environmental damages, and mandate proof of a decade-long pollution-free track record for similar US mines. Republicans celebrated the federal repeal as a boost for the Iron Range economy, while Democrats expressed concern over water sources and Indigenous rights, noting the difficulty of passing legislation late in the session.
457. https://www.zawya.com/en/economy/global/gold-holds-ground-with-market-focus-on-iran-peace-talks-xuz0lrvs - Gold prices remained stable on Thursday at $4,785.57 per ounce following a one-month high, driven by hopes that peace talks between the U.S. and Iran will resume. A potential ceasefire could lower energy prices and reduce inflation expectations, increasing the likelihood of Federal Reserve rate cuts. While U.S. unemployment benefits applications fell, indicating stable labor markets, the ongoing conflict casts a shadow over the economy. Other precious metals, including silver, platinum, and palladium, saw minor declines.
458. https://www.sbcgold.com/blog/privatize-wealth/ - Rising federal tax receipts and new policy risks, including potential sales tax on bullion in New York, are prompting investors to move wealth into physical precious metals. While China accumulates gold reserves, Western investors face increased tax burdens. The article highlights gold and silver as independent assets offering counterparty risk mitigation and privacy outside the traditional financial system.
459. https://www.americanbanker.com/news/feds-waller-says-policy-outlook-depends-on-strait-of-hormuz - Federal Reserve Governor Christopher Waller stated that the appropriate path for US monetary policy depends on whether the Strait of Hormuz remains open. While concerned about labor market fragility, Waller warned that a prolonged conflict could sustain high energy prices, leading to lasting inflation. He noted that a sequence of economic shocks may cause businesses and households to adjust price and wage-setting behavior, complicating the Fed's dual mandate. Markets currently price in a high probability of unchanged interest rates at the upcoming April meeting.
460. https://investinglive.com/centralbank/feds-waller-job-market-break-even-rate-now-likely-around-zero-20260417/ - Fed Governor Christopher Waller stated that the job market break-even rate is now likely around zero. He noted that unresolved conflict in the Middle East increases inflation and job risks, with March headline PCE inflation potentially reaching 3.5% year over year. Waller highlighted that while consumers remain nervous, they continue spending, and businesses are cautiously optimistic, describing them as strong pillars. He indicated that the outlook depends on the duration of rising oil prices and the persistence of the conflict.
461. https://bitcoinethereumnews.com/finance/feds-waller-will-closely-watch-jobs-data-for-growing-signs-of-stress/?utm_source=rss&utm_medium=rss&utm_campaign=feds-waller-will-closely-watch-jobs-data-for-growing-signs-of-stress - Federal Reserve member Christopher Waller stated that the job market break-even rate is likely around zero and expressed concern over growing signs of stress. He noted that unresolved conflict in the Middle East increases inflation and job risks, potentially causing a surge in energy prices. Waller indicated that periods of negative job growth might not signal a recession but warned that inflation expectations could rise if the conflict prolongs. He predicted the March headline PCE inflation rate could reach 3.5% year-on-year.
462. https://economictimes.indiatimes.com/news/economy/lagarde-warns-iran-conflict-could-drive-eurozone-inflation-higher-and-slow-growth/articleshow/130341772.cms - ECB President Christine Lagarde stated that the war in the Middle East creates significant upside risks for inflation and downside risks for growth in the eurozone. She warned that higher energy prices will materially impact near-term inflation, potentially pushing it above projections. While policymakers debate raising interest rates to prevent an inflation spiral, Lagarde indicated that immediate action is not currently seen as urgent. The European Central Bank remains vigilant, monitoring incoming data to assess the conflict's impact before deciding on future policy steps.
463. https://www.thesouthafrican.com/business/imf-says-south-african-growth-is-resilient/ - * The IMF revised South Africa's 2026 growth forecast down to 1.0% due to disruptions from the Middle East war, with a projected recovery to 1.3% in 2027. * Despite lower growth, the fiscal deficit is expected to narrow to 4.9% in 2026 and 4.3% in 2027, supporting the National Treasury's objectives. * Higher commodity prices, particularly a 44.4% surge in gold prices exceeding $5,000 per ounce, are driving reduced deficits and encouraging mining expansion. * The IMF warns that prolonged conflict risks delaying the restoration of oil and gas production, while food and base metal prices face upward pressure. * Investor sentiment in precious metals has shifted from parabolic gains to profit-taking, though geopolitical uncertainty remains a key driver for safe-haven demand.
464. https://bitcoinethereumnews.com/finance/gold-surges-past-4850-as-hormuz-reopening-crushes-the-us-dollar/?utm_source=rss&utm_medium=rss&utm_campaign=gold-surges-past-4850-as-hormuz-reopening-crushes-the-us-dollar - Gold prices rallied above $4,850 on Friday, rising more than 1.50%, following reports that Iran reopened the Strait of Hormuz to commercial vessels. This development eased global inflationary pressures and caused energy prices, specifically WTI crude oil, to fall by over 9%. The US Dollar Index dropped to a seven-week low as traders priced in potential Federal Reserve rate cuts. Despite the de-escalation headlines, officials noted that significant differences regarding nuclear issues remain between Tehran and Washington.
465. https://bitcoinethereumnews.com/finance/forecasting-the-upcoming-week-hormuz-uncertainty-keeps-markets-on-edge-as-usd-softens/?utm_source=rss&utm_medium=rss&utm_campaign=forecasting-the-upcoming-week-hormuz-uncertainty-keeps-markets-on-edge-as-usd-softens - Reports confirm the Strait of Hormuz is fully open, alleviating immediate supply disruption fears and causing West Texas Intermediate oil prices to fall near $83.00 per barrel. However, uncertainty remains as Iran warns it may close the strait again if the US maintains its naval blockade. The US Dollar Index softens near 98.00 amid fading safe-haven demand, while gold prices surge toward $4,865. Markets remain cautious ahead of upcoming central bank speeches and economic data releases from the US, Eurozone, and UK.
466. https://goldsilver.com/industry-news/goldsilver-news/5-signals-that-say-golds-bull-case-just-got-stronger/ - Gold and silver prices increased in April 2026 driven by five key factors: threats to Federal Reserve independence under President Trump, IMF forecasts predicting stagflation, US naval blockades of Iranian ports, rising copper prices alongside gold, and a fifth consecutive annual deficit in silver supply. The International Monetary Fund cut global growth forecasts while raising inflation expectations. Silver jumped 15% in a week as real yields fell and oil prices eased. Market analysts note that simultaneous rises in gold and copper signal concurrent supply disruptions and weakened institutional confidence.
467. https://goldsilver.com/industry-news/goldsilver-news/the-largest-gold-etf-outflow-ever-but-china-disagrees/ - In Q1 2026, North American investors withdrew $13 billion from physically backed gold ETFs, marking the largest monthly outflow ever recorded for the region. Conversely, Chinese investors added a record $8.5 billion to the same asset class during the quarter. The divergence occurred as the Federal Reserve paused rate cuts due to inflation concerns, making yield-bearing assets more attractive to US institutions. Meanwhile, China increased holdings by 50 tonnes to 298 tonnes, driven by safe-haven demand and economic growth, viewing gold as a permanent monetary holding. Gold prices recovered 17% from mid-March lows to approximately $4,879 per ounce.
468. https://goldsilver.com/industry-news/goldsilver-news/5-signals-that-say-golds-bull-case-just-got-stronger/ - Gold and silver prices increased in April 2026 driven by five key factors: threats to Federal Reserve independence under President Trump, IMF forecasts predicting stagflation, US naval blockades of Iranian ports, rising copper prices alongside gold, and a fifth consecutive annual deficit in silver supply. The International Monetary Fund cut global growth forecasts while raising inflation expectations. Silver jumped 15% in a week as real yields fell and oil prices eased. Market analysts note that simultaneous rises in gold and copper signal concurrent supply disruptions and weakened institutional confidence.
469. https://www.moneytimes.com.br/ouro-17-4-26-apsa/ - Gold prices advanced 1.5% to close at US$4,879.6 per troy ounce on the Comex, while silver rose 4%. The increase followed diplomatic developments in the Middle East, specifically the reopening of the Strait of Hormuz and a ceasefire between Lebanon and Israel. These events reduced geopolitical risk premiums and lowered inflation concerns, leading markets to price in a potential Federal Reserve interest rate cut in December 2026. Additionally, a weaker US dollar made gold more attractive to international buyers.
470. https://goldsilver.com/industry-news/goldsilver-news/5-signals-that-say-golds-bull-case-just-got-stronger/ - Gold and silver prices increased in April 2026 driven by five key factors: threats to Federal Reserve independence under President Trump, IMF forecasts predicting stagflation, US naval blockades of Iranian ports, rising copper prices alongside gold, and a fifth consecutive annual deficit in silver supply. The International Monetary Fund cut global growth forecasts while raising inflation expectations. Silver jumped 15% in a week as real yields fell and oil prices eased. Market analysts note that simultaneous rises in gold and copper signal concurrent supply disruptions and weakened institutional confidence.
471. https://bitcoinworld.co.in/gbp-usd-hormuz-reopening-dollar-impact/ - The GBP/USD currency pair is testing the 1.3600 resistance level following the confirmed reopening of the Strait of Hormuz, which triggered a sell-off in the US Dollar. The geopolitical development removed a risk premium on oil prices, causing Brent Crude to fall over 8%. This ease in inflationary pressures and improved trade outlook for the UK has strengthened the Pound, while the US Dollar Index dropped 1.29%. Traders are reassessing central bank policies, with the Bank of England maintaining a hawkish stance relative to the Federal Reserve.
472. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-jumps-on-weaker-dollar-revived-fed-rate-cut-bets-202604171517 - Silver prices jumped 5.40% to approximately $82.60 on Friday, driven by a weakening US dollar and increased market expectations for Federal Reserve interest rate cuts. The rally followed news that Iran declared the Strait of Hormuz open for commercial vessels, easing geopolitical tensions and causing oil prices to fall. Lower energy prices reduce inflation concerns, prompting investors to reassess US monetary policy. Markets now price a 38.2% chance of a 25-basis-point rate cut by year-end, supporting non-yielding assets like precious metals.
473. https://al-sharq.com/article/17/04/2026/%D8%AA%D8%B9%D8%B1%D9%81-%D8%B9%D9%84%D9%89-%D8%AA%D8%A3%D8%AB%D9%8A%D8%B1-%D9%81%D8%AA%D8%AD-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%81%D9%8A-%D8%A7%D9%84%D8%AF%D9%88%D9%84%D8%A7%D8%B1-%D9%88%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8 - The US dollar declined and gold prices increased following Iranian Foreign Minister Abbas Araghchi's announcement that the Strait of Hormuz is fully open to commercial shipping. Bloomberg's Dollar Index erased gains since the start of the conflict, dropping 0.5% to a low not seen since late February. Gold futures rose 1.64% to $4,869.32 per ounce, supported by the dollar's weakness and easing geopolitical tensions regarding energy supplies and safe-haven demand.
474. https://bitcoinworld.co.in/gold-surge-hormuz-reopening-oil-fed/ - Gold prices surged to a multi-month high while Brent crude oil futures plunged over 8% after Iran reopened the Strait of Hormuz on April 15, 2025. The reopening alleviated war-risk premiums on oil. Simultaneously, strengthening US economic data solidified market bets on an imminent Federal Reserve interest rate cut, weakening the dollar and driving capital into safe-haven assets. Global central banks added net 35 tonnes of gold to reserves in Q1 2025. Futures markets now price a 78% probability of a 25-basis-point rate cut at the June FOMC meeting.
475. https://www.fxstreet.com/news/central-banks-watching-gulf-fallout-not-overreacting-ubs-202604171740 - UBS Chief Economist Paul Donovan states that central banks are monitoring second-round effects from Gulf developments rather than implementing immediate policy shifts. Bank of England Governor Bailey has moderated his hawkish tone, and Chief Economist Pill is expected to reinforce this stance. Similarly, European Central Bank Chief Economist Lane argues that decisive war effects are not yet visible, delaying any changes to policy signals. Markets are currently observing these developments without expecting immediate central bank action.
476. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-jumps-on-weaker-dollar-revived-fed-rate-cut-bets-202604171517 - Silver prices jumped 5.40% to approximately $82.60 on Friday, driven by a weakening US dollar and increased market expectations for Federal Reserve interest rate cuts. The rally followed news that Iran declared the Strait of Hormuz open for commercial vessels, easing geopolitical tensions and causing oil prices to fall. Lower energy prices reduce inflation concerns, prompting investors to reassess US monetary policy. Markets now price a 38.2% chance of a 25-basis-point rate cut by year-end, supporting non-yielding assets like precious metals.
477. https://www.fxstreet.com/news/energy-softer-inflation-shock-expected-bnp-paribas-202604171359 - BNP Paribas economist Hélène Baudchon argues that the current oil and gas price surge linked to the war in Iran will cause a less severe inflationary shock and growth damage than the 2022 energy crisis. She attributes this to weaker global demand and fewer supply constraints compared to the Ukraine conflict era. The bank highlights that central banks are prepared to react more quickly to contain second-round effects, though transmission lags require close monitoring of indicators across the Eurozone, United States, and emerging markets.
478. https://ca.investing.com/news/economy-news/ecbs-lagarde-says-inflation-risks-tilted-upward-amid-iran-conflict-93CH-4571126 - European Central Bank President Christine Lagarde stated that inflation risks for the euro area are skewed to the upside due to the conflict in Iran. While medium-term implications depend on the war's duration, near-term risks are elevated. Policymakers are monitoring surging energy prices and are unlikely to act immediately. Consumer prices in the euro area rose 2.6% in March, exceeding the 2% target. The ECB aims to stabilise inflation at 2% in the medium term despite geopolitical tensions.
479. https://cryptobriefing.com/iran-war-oil-shock-create-uncertainty-in-feds-policy-path-sf-feds-daly/ - SF Fed President Mary Daly stated that the Iran war and resulting oil price shock have created uncertainty regarding the Federal Reserve's policy path. Market expectations for a specific rate decision pattern by April 2026 have decreased as traders anticipate potential deviations due to geopolitical instability and economic disruptions. The conflict's impact on the Strait of Hormuz has also influenced WTI Crude Oil price probabilities. Traders are reassessing the likelihood of the Fed following its predicted course amidst these pressures.
480. https://www.business-standard.com/economy/news/after-a-delay-govt-notifies-17-banks-to-import-gold-until-march-2029-126041701175_1.html - The Government of India has notified 17 banks, including Union Bank of India and Sberbank, as authorised entities to import gold and silver until March 2029. This belated notification resolves a delay that previously held up approximately 5 tonnes of gold and 8 tonnes of silver pending customs clearance. The move allows banks to clear consignments, addressing market disruptions caused by the absence of fresh imports ahead of Akshaya Tritiya. India maintains a concessional 5 per cent duty on gold imports under its free trade agreement with Dubai.
481. https://www.gurufocus.com/news/8800477/european-central-banks-caution-on-inflation-risks-amid-middle-east-tensions - Madis Muller, a member of the European Central Bank Governing Council, cautioned policymakers against hasty actions regarding inflation risks linked to the conflict in Iran. Speaking at the IMF spring meeting, Muller noted that while eurozone inflation stands at 2.6%, there are currently no signs of widespread second-round price effects. He warned that assuming energy shocks are temporary could be dangerous, though he stated there is insufficient evidence for immediate interest rate hikes. Officials plan to maintain rates in April and delay judgments on the conflict's impact until June.
482. https://www.irishexaminer.com/business/arid-41829344.html - The International Monetary Fund advises European governments against broadly shielding consumers and businesses from rising energy prices, warning that such measures distort price signals and incur high fiscal costs. IMF head Alfred Kammer recommends targeted support for the poorest households and clear end dates for interventions. The warning follows protests in Ireland over diesel price surges linked to the Strait of Hormuz closure. The IMF also suggests the European Central Bank should raise interest rates to combat inflation.
483. https://www.gurufocus.com/news/8800525/tesla-hiring-signals-deeper-push-into-chips - Tesla is expanding its semiconductor operations by hiring engineers for its Terafab AI chip complex in Taiwan. New job listings indicate recruitment for process engineering, integration, and yield roles within a fully integrated facility. The project involves edge AI processors, satellite chips, and high bandwidth memory, utilizing advanced 2nm class designs and manufacturing steps. This initiative supports Tesla's broader strategy to control its hardware stack for AI applications.
484. https://bulawayo24.com/index-id-news-sc-national-byo-263897.html - A villager was shot at the Sino Africa Huijin Mine in Zimbabwe, marking the third reported shooting incident at the site in five years. The Centre for Natural Resource Governance (CNRG) reports the victim, an unarmed artisanal miner, was allegedly shot after failing to pay a US$10 access fee. While Manicaland provincial police spokesperson Wiseman Chinyoka classified the incident as self-defence, CNRG warns of excessive force and calls for due process amid allegations of corruption and weak regulation in the mining sector.
485. https://www.itmtrading.com/blog/gold-surges-hormuz-reopens-signals/ - Gold prices rebounded towards $4,800 following a reduction in geopolitical tensions around the Strait of Hormuz. The article notes that despite cooling oil volatility, broader inflation trends remain intact, supporting precious metals. It highlights a retail-driven stock market rally with low institutional participation and warns of systemic risks including rising defaults, job losses, and potential liquidity concerns in financial institutions. The text suggests gold and silver serve as hedges against currency devaluation and institutional failure.
486. https://www.deccanchronicle.com/business/market/gold-imports-down-59-pc-in-march-to-nine-month-low-1951034 - Gold imports into India declined 59 per cent in value terms in March 2026, reaching $3.1 billion, a nine-month low. Volume imports are estimated at 20–25 tonnes, significantly below the 12-month average. The World Gold Council attributes the drop to flight disruptions from the Middle East causing supply issues and price volatility reducing demand. While digital gold purchases and ETF inflows continued, jewellery sales remained muted. The Reserve Bank of India added 0.17 tonnes to its gold reserves, bringing total holdings to 880.5 tonnes.
487. https://www.abendzeitung-muenchen.de/mehr/geld/lagarde-krieg-im-iran-wird-inflation-nach-oben-treiben-art-1125855 - ECB President Christine Lagarde warned that the war in Iran will significantly push inflation higher in the Eurozone due to rising energy prices. Speaking at the IMF in Washington, she noted short-term inflationary pressures and downward risks for growth. Eurozone consumer prices rose 2.6% year-on-year in March, exceeding the ECB's target. Markets now expect interest rate hikes throughout the year as the central bank prepares to decide on rates on 30 April.
488. https://www.rionegro.com.ar/energia/santa-cruz-retoma-las-perforaciones-en-el-proyecto-la-manchuria-en-busca-de-oro-y-plata-4543164/ - Astra Exploration Inc. has commenced Phase Three of its exploration programme at the La Manchuria gold and silver project in Santa Cruz, Argentina. The company plans to drill a minimum of 5,000 metres in the Macizo del Deseado. This initiative follows previous geological studies and is supported by an inspection from the provincial Ministry of Energy and Mining. Astra holds an option to acquire a 90% stake from owner Patagonia Gold Corp.
489. https://pv-magazine-usa.com/2026/04/17/kiwa-pvel-updates-solar-module-testing-protocols-to-address-field-failures/ - Kiwa PV Evolution Labs (PVEL) has updated its PV Module Product Qualification Program to address rising reports of spontaneous glass breakage and hail damage. The revisions introduce test-to-failure protocols for the Hail Stress Sequence and Mechanical Stress Sequence, increasing sample sizes to five modules. Changes also include streamlined ultraviolet exposure and added light soaking steps. These updates aim to provide developers and financiers with granular data on module safety margins and durability.
490. https://www.americanbankingnews.com/2026/04/17/j-m-arbour-llc-buys-shares-of-14474-ishares-gold-trust-iau.html - J.M. Arbour LLC acquired 14,474 shares of iShares Gold Trust (IAU) valued at approximately $1.175 million during the fourth quarter, according to a Securities and Exchange Commission filing. This purchase represents 1.2% of the firm's investment portfolio. Other institutional investors, including Bank of America Corp DE, Envestnet Asset Management Inc, JPMorgan Chase & Co, UBS Group AG, and WealthNavi Inc, also increased their stakes in the exchange-traded fund during the third quarter.
491. https://www.northernminer.com/news/la-manchas-50m-greenheart-gold-deal-deepens-guiana-shield-exposure/1003890122/ - La Mancha Resource Capital invested C$50 million to acquire 50 million shares in Greenheart Gold, increasing its stake to 19.9% and becoming the largest single shareholder. The Luxembourg-based fund aims to strengthen its position in the Guiana Shield, following similar investments in G Mining Ventures and Belo Sun Mining. Greenheart, focused on the Majorodam project in Suriname, reported recent positive drill results and soil sampling anomalies. The deal values Greenheart at approximately $157.3 million.
492. https://www.americanbankingnews.com/2026/04/17/jgp-global-gestao-de-recursos-ltda-makes-new-1-02-million-investment-in-spdr-sp-metals-mining-etf-xme.html - JGP Global Gestao de Recursos Ltda purchased 9,800 shares of the SPDR S&P Metals & Mining ETF (XME) valued at approximately $1,015,000 during the fourth quarter. This acquisition represents the fund's 12th largest position, comprising 0.6% of its portfolio. Other institutional investors, including Citigroup Inc and Bank of Nova Scotia, also increased their holdings in the ETF during the third quarter.
493. https://startuptalky.com/news/gold-silver-price-india-17-april-2026/ - Gold prices in India declined by ₹1,320 per 10 grams on 17 April 2026, while silver prices remained steady at ₹2,75,000 per kg. The drop was driven by a stronger US dollar, profit booking by investors after recent highs, and cooling geopolitical tensions. Prices varied across major Indian cities including Delhi, Mumbai, and Chennai. Despite the short-term correction, analysts view the dip as a potential buying opportunity ahead of the Akshaya Tritiya festival, with demand expected to remain resilient.
494. https://www.actionforex.com/contributors/fundamental-analysis/637354-weekly-focus-markets-calming-on-peace-hopes/ - Markets show reduced volatility as hopes for peace in the Iran conflict emerge, driven by a 10-day ceasefire between Israel and Lebanon and potential Strait of Hormuz reopening. Oil prices have declined, lowering inflation expectations and prompting revised forecasts for ECB rate cuts in June and July. Despite temporary agreements, risks remain due to differing views on nuclear resources and shipping, with potential for sentiment to worsen. Economic data from China shows mixed growth signals, while analysts expect negative growth effects for 2026 in major economies despite falling energy prices.
495. https://kalkinemedia.com/ca/stocks/metal-and-mining/is-seabridge-golds-ksm-delay-a-risk-in-tsx-smallcap-index - Seabridge Gold faces delays in amending permits for the Mitchell Treaty Tunnels at its KSM project in British Columbia due to a legal dispute with Tudor Gold. The company, listed on the TSX and part of the S&P TSX smallcap Index, operates without active production revenue and relies on external funding. Valuation metrics show a premium over peers, while operational progress depends on resolving legal access issues and securing regulatory approvals.
496. https://kingworldnews.com/gold-silver-rallying-as-open-interest-has-collapsed/ - Gold and silver prices rallied strongly while open interest on both metals collapsed, indicating thin liquidity and limited speculator participation. The rally occurred amid geopolitical tensions involving Iran and Lebanon, with markets described as complacent regarding inflationary pressures and potential global economic shocks. Analysts note a disconnection between physical and futures oil prices and warn of a potential credit-fuelled bubble in equities. Central bank demand for gold is cited as a supporting factor, though short-term volatility is expected if bond yields rise.
497. https://www.brecorder.com/news/40416946/gold-up-more-than-1-poised-for-fourth-straight-weekly-gain - Gold prices increased by over 1% on Friday, reaching $4,846.28 per ounce, driven by a weakening U.S. dollar and comments from Iran's foreign minister regarding open shipping lanes in the Strait of Hormuz. The metal is poised for a fourth consecutive weekly gain as optimism around potential peace supports risk appetite. Conversely, Indian banks have halted gold and silver imports due to a lack of formal government authorisation, leaving significant quantities at customs. Other precious metals, including silver, platinum, and palladium, also recorded weekly gains.
498. https://investinglive.com/commodities/silver-outperforms-gold-amid-positive-drivers-but-new-record-highs-will-need-fed-support-20260417/ - Silver has outperformed gold recently due to lower real yields, looser financial conditions, and a weaker US dollar. Analysts note that while US-Iran deal expectations limit downside risk, a stronger rally requires the Federal Reserve to pivot back to a dovish stance. Technical analysis on daily, 4-hour, and 1-hour timeframes suggests buyers are targeting the 96.35 and 120.00 levels, provided key resistance holds and the ceasefire remains intact.
499. https://investinglive.com/commodities/silver-outperforms-gold-amid-positive-drivers-but-new-record-highs-will-need-fed-support-20260417/ - Silver has outperformed gold recently due to lower real yields, looser financial conditions, and a weaker US dollar. Analysts note that while US-Iran deal expectations limit downside risk, a stronger rally requires the Federal Reserve to pivot back to a dovish stance. Technical analysis on daily, 4-hour, and 1-hour timeframes suggests buyers are targeting the 96.35 and 120.00 levels, provided key resistance holds and the ceasefire remains intact.
500. https://resourceworld.com/silvercorp-releases-2027-guidance-ecuador-mine-update/?utm_source=rss&utm_medium=rss&utm_campaign=silvercorp-releases-2027-guidance-ecuador-mine-update - Silvercorp Metals Inc. released fiscal 2027 production guidance and an update on its El Domo mine in Ecuador. The company expects to process 1.5 to 1.6 million tonnes of ore in 2027, yielding approximately 6.8 to 7.1 million ounces of silver and 9,500 to 10,000 ounces of gold. This represents increases compared to 2026 results. Silvercorp also reported record revenue of $438.1 million for fiscal 2026. The El Domo project, a copper-gold mine under construction in central Ecuador, is expected to begin production by July 2027 following completion of site preparation and equipment orders.