Commodities Report: Silver futures | 2026-04-22 22:15 UTC [QZRV] | Reversal-Risk | unstable

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1. https://australianmanufacturingnews.com/ai-driven-workflow-targets-next-generation-semiconductor-materials/?utm_source=rss&utm_medium=rss&utm_campaign=ai-driven-workflow-targets-next-generation-semiconductor-materials - Researchers at UNSW have developed an artificial intelligence-assisted workflow to accelerate the discovery of hybrid perovskite materials for semiconductors. The system targets specific electrical charge transport requirements, screening millions of molecular combinations to identify viable candidates for solar cells and LEDs. While the candidates have not yet been tested in a laboratory, the approach aims to replace slow, trial-and-error methods with a data-driven strategy, potentially speeding up development for electronics and energy technologies.
2. https://vanguardia.com.mx/dinero/mexico-aumento-55-la-extraccion-minera-en-febrero-de-2026-a-tasa-mensual-IK20193182 - The National Institute of Statistics and Geography (Inegi) reported a 5.5% monthly increase in Mexico's mining and metallurgical production for February 2026. While zinc, iron pellets, and copper saw annual growth, gold and silver extraction declined annually. Significant drops in gold output occurred in Guerrero and Chihuahua, and silver production fell in Chihuahua and Durango. Conversely, silver extraction in the State of Mexico surged by over 250% annually.
3. https://www.leadlagreport.com/p/ceasefire-extended-gold-breaks-and - Following the indefinite extension of a ceasefire, gold prices fell 2.8% to close near $4,820, breaking a recent uptrend and signaling potential exhaustion in the safe-haven trade. Conversely, the technology sector emerged as the week's strongest performer, outpacing the broader market with a 0.1% gain while energy and defensive sectors consolidated. The shift reflects investor rotation away from geopolitical hedges toward long-duration growth assets, with the 10-year yield rising to 4.30% and credit spreads tightening. Emerging markets also benefited from the peace dividend, maintaining their relative strength against the S&P 500.
4. https://timeskuwait.com/gold-market-volatility-hits-historic-extremes-in-2026-says-world-gold-council/ - The World Gold Council reported that gold market volatility reached historic extremes in 2026, entering the top 5% of historical ranges since 1971. This surge resulted from reduced expectations of US interest rate cuts, a strengthening US dollar, widespread liquidation of investment positions following a sharp price rally from $5,000 to $5,500 per ounce, and the activation of stop-loss orders. Analysts note that such volatility typically follows a mean reversion pattern and stabilises within a 10% to 18% annual range.
5. https://www.channelnewsasia.com/business/exclusive-ghana-directs-newmont-anglogold-zijin-shift-mining-ops-local-firms-december-sources-say-6074416 - Ghana's mining regulator has ordered Newmont, AngloGold Ashanti, and Zijin to transfer mining operations to local contractors by December 2026 or face sanctions. The directive enforces revised local ownership rules requiring fully Ghanaian-owned firms for surface mining and at least 50% Ghanaian ownership for underground mining. Regulators rejected Newmont's request for a 2027 extension, citing compliance by other listed miners. Non-compliance could result in heavy fines or mine shutdowns.
6. https://stockhead.com.au/resources/west-coast-silver-stacks-up-2-8moz-maiden-elizabeth-hill-resource/ - West Coast Silver has defined a maiden resource of 2.8 million ounces of silver at its Elizabeth Hill project in Western Australia. The resource, comprising 141,000 tonnes at 617g/t, establishes the site as one of Australia's highest-grade silver deposits. Approximately 369,000 ounces are classified as Indicated, with potential to convert further Inferred resources. The project is located on a granted mining lease in the Pilbara region.
7. https://stockhead.com.au/stockhead-tv/long-shortz/long-shortz-with-west-coast-silver-elizabeth-hill-silver-mre-stacks-up/ - West Coast Silver executive chair Bruce Garlick discussed the company's maiden resource at the Elizabeth Hill project during a Stockhead TV interview. The conversation covered drilling progress, resource upside, and the pathway to rapid development and potential cash flow. The segment highlighted the project's potential as one of Australia's highest-grade silver deposits. The content was developed in collaboration with West Coast Silver, a Stockhead client at the time of publishing.
8. https://www.semiconductor-digest.com/bosch-introduces-third-generation-of-sic-chips/?utm_source=rss&utm_medium=rss&utm_campaign=bosch-introduces-third-generation-of-sic-chips - Bosch has introduced its third-generation silicon carbide (SiC) chips, supplying samples to global automakers to enhance electric vehicle efficiency and range. Markus Heyn, member of the Bosch board, stated the company aims to be a globally leading SiC chip manufacturer. The new chips offer 20 percent higher performance and are smaller than previous generations. Bosch invested approximately 3 billion euros in European manufacturing and an additional 1.9 billion euros in a US facility in Roseville, California, to support production and supply chain resilience. The global SiC power semiconductor market is forecast to grow significantly by 2029.
9. https://timesofoman.com//article/170973-oman-oil-jumps-gold-climbs-as-dollar-steadies-on-extended-usiran-ceasefire - Gold prices advanced on Wednesday as easing oil-driven inflation concerns supported investor sentiment. Spot gold rose 0.9% to $4,755.11 per ounce, while US gold futures gained 1.1%. Concurrently, Oman crude oil for June delivery settled at $99.26 per barrel, up $7.25 from the previous day. The US dollar held steady in early Asian trading, buoyed by safe-haven demand and strong US retail sales data.
10. https://goldsilver.com/industry-news/goldsilver-news/what-drives-gold-prices/ - Five converging forces are influencing gold prices in April 2026: a naval standoff in the Strait of Hormuz, a leaderless Federal Reserve awaiting a successor, a weakening US dollar, 16 consecutive months of central bank buying, and a policy trap limiting Fed action. Despite geopolitical tensions, gold has pulled back from March highs but holds a floor near $4,750. Institutional uncertainty and structural buying support the metal as investors reassess portfolios.
11. https://goldsilver.com/industry-news/article/is-gold-a-reliable-safe-haven/ - Gold prices fell approximately 10% from their January 2026 peak by late April 2026, dropping further during the onset of the Iran conflict in late February. This decline occurred despite a 30% surge in Swiss gold exports in March 2026, indicating strong structural safe-haven demand. Analysts attribute the price drop to profit-taking, speculation over US monetary policy, and dollar strength rather than a lack of fear. While central banks and institutions continue accumulating physical gold, the asset remains volatile in the short term, reacting to interest rate expectations and geopolitical news rather than serving as a crisis-proof shield.
12. https://www.moneytimes.com.br/ouro-22-4-26-lils/ - Gold prices advanced on the Comex division of the New York Mercantile Exchange following the extension of a ceasefire between the United States and Iran. The US president announced the indefinite prolongation of the truce, though reports suggest it may last only three to five days. Gold for June closed up 0.71% at US$4,753 per troy ounce, while silver for May rose 1.92% to US$77.96 per troy ounce. The movement reflects market reaction to geopolitical developments in the Middle East.
13. https://www.miningnewsnorth.com/story/2026/04/24/news/b2gold-agnico-forge-nunavut-alliance/9637.html - B2Gold Corp. has entered a non-exclusive collaboration with Agnico Eagle Mines Ltd. to share operating knowledge at their gold mines in Nunavut, covering areas such as arctic mining, logistics, and safety. 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 no injuries but requiring repairs estimated at C$10 million, which will impact second-quarter production forecasts.
14. https://www.miningnewsnorth.com/story/2026/04/24/news/ambler-metals-initiates-arctic-mine-permitting/9639.html - Ambler Metals LLC has initiated the federal permitting process for its Arctic mine project in Northwest Alaska by filing a Clean Water Act Section 404 application. The joint venture, owned by Trilogy Metals and South32, aims to develop one of the world's highest-grade volcanogenic massive sulfide deposits. The project is expected to produce significant quantities of copper, zinc, lead, silver, and gold over a 12-year life. Ambler Metals is also seeking coordinated review under the FAST-41 program to streamline the process. Development is tied to the proposed Ambler Access Project road, which is essential for transporting mineral concentrates. The initiative is projected to create hundreds of jobs and generate substantial economic benefits for Alaska Native communities and the state.
15. https://allegiancegold.com/is-a-recession-coming-in-2026/ - Allegiance Gold addresses economic uncertainty regarding a potential 2026 recession in the United States. The article outlines indicators such as elevated interest rates, persistent inflation, and yield curve inversion. It advises investors on risk management and diversification, specifically promoting gold and silver as alternative assets. The content concludes with a call to action for a free strategy call with Allegiance Gold specialists to discuss portfolio inclusion.
16. https://www.investorideas.com/news/2026/mining/04221-gold-silver-downside-dollar-pressure.asp - Gold and silver prices fell to new weekly lows, with silver breaking below its rising short-term support line. The GDXJ index declined by almost 7% following the loss of key technical resistance levels. Despite active naval engagements between the US and Iran, including the sinking of an Iranian frigate, the market views the situation as a chronic standoff rather than an acute crisis, reducing safe-haven demand for precious metals. Structural headwinds including elevated oil prices, sticky inflation, and a strong US dollar continue to weigh on gold prices.
17. https://www.hokanews.com/2026/04/why-tangible-precious-metals-remain.html - The article argues that investors are increasingly allocating wealth to physical precious metals like gold, silver, and platinum to hedge against digital volatility and fiat instability in a Web3 economy. Citing the World Gold Council, it notes sovereign nations and institutions are accumulating hard assets. The text highlights benefits including zero counterparty risk, privacy, intrinsic value, and protection against grid failures, suggesting a hybrid portfolio balances digital freedom with tangible security.
18. https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260420~cdf674023e.en.html - ECB President Christine Lagarde addressed the Association of German Banks, highlighting Europe's vulnerability to a major energy supply disruption caused by the Strait of Hormuz conflict. She noted that while current prices do not yet match the worst-case scenario, the duration of the conflict remains uncertain. Lagarde emphasised the trade-offs in fiscal policy, warning that broad support measures could undermine inflation control and fiscal sustainability. The ECB remains committed to its 2% inflation target and will calibrate monetary policy based on emerging data regarding the shock's duration and pass-through effects.
19. https://www.cnbc.com/2026/04/22/kevin-warsh-inflation-trend-pce-trump.html - Kevin Warsh, Federal Reserve chair nominee, stated his preference for using trimmed averages to measure inflation rather than the current core PCE index. This method aims to exclude extreme price shocks and volatile items like food and energy. Bank of America economist Aditya Bhave noted that applying this metric would show lower inflation figures, with a 12-month gauge at 2.3% mean and 2.8% median compared to 3% for core PCE. Warsh described the current inflation trend as favorable during his Senate hearing.
20. https://www.wired2fish.com/news/senate-removes-key-protections-for-the-boundary-waters - In April 2026, the US Senate voted 50-49 to pass House Joint Resolution 140, utilizing the Congressional Review Act to nullify a 2023 Biden administration ban on sulfide mining in the Boundary Waters Canoe Area Wilderness. This action, supported by President Trump, eliminates federal protections covering approximately 225,000 acres in Minnesota, reopening the area to mining projects by Twin Metals Minnesota. Environmental groups and tribal governments warn this decision poses irreversible risks to the watershed and sets a precedent for overturning other public land protections.
21. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rebounds-as-geopolitical-tensions-keep-markets-cautious-202604221709 - Silver prices advanced 1.33% to trade around $77.70 amid persistent Middle East geopolitical tensions. US President Donald Trump announced an extension of the ceasefire with Iran, though uncertainty remains due to the maintained naval blockade. Rising oil prices and inflation expectations act as headwinds, while a slightly lower US Dollar Index supports precious metals. Kevin Warsh, a Federal Reserve nominee, testified regarding central bank reforms.
22. https://mockpaperscissors.com/2026/04/22/warsh-drank-the-cult-aid/ - Kevin Warsh, nominee for Federal Reserve chair, testified before senators on Tuesday, pledging strict independence and denying any instruction from President Trump to predetermine interest rates. Senator Elizabeth Warren questioned Warsh regarding his stance on the 2020 election and potential Epstein-linked investments. While Warsh stated he would sell such assets if confirmed, the article notes Trump expressed disappointment if rates are not immediately cut. The piece questions Warsh's ability to resist White House demands.
23. https://www.prnewswire.com/news-releases/blue-moon-announces-follow-on-investment-of-c4-8m-from-hartree-302750712.html - * Blue Moon Metals Inc. announced a follow-on investment of approximately C$4.8 million from strategic partner Hartree Partners LP. * The financing involves the issuance of 526,617 common shares at a price of $9.06 per share, subject to TSX Venture Exchange approval. * Proceeds are designated for project development at the company's brownfield polymetallic projects and general corporate purposes. * The transaction is expected to close by April 29, 2026, following the exercise of Hartree's top-up rights under an investor rights agreement. * Blue Moon is advancing five brownfield projects including copper-gold-silver operations in Norway and zinc-gold-silver-copper projects in the United States.
24. https://www.zeebiz.com/personal-finance/news-digital-gold-you-can-start-with-rs-1-but-there-s-a-catch-394129 - Digital gold transactions in India have surged from 21 million to nearly 1 billion in 1.5 years, now representing 10% of total gold investments. While platforms allow entry from Rs 1 with 24-carat purity and insured storage, the asset class operates outside the regulatory framework of the Securities and Exchange Board of India and the Reserve Bank of India. Experts warn of risks regarding investor protection, transparency, and grievance redressal, advising caution compared to regulated alternatives like gold ETFs.
25. https://www.streetwisereports.com/article/2026/04/21/silver-royalty-co-hits-cash-flow-inflection-point-as-ppx-igor-4-minimum-payments-begin.html - Silver Crown Royalties has reached a cash flow inflection point following the commencement of minimum payments from the PPX Igor 4 project. This development marks a significant operational milestone for the company, indicating improved liquidity and revenue generation from its royalty portfolio. The event is expected to positively impact the company's financial position in the short term.
26. https://www.streetwisereports.com/article/2026/04/21/exploration-co-advances-11-000m-silver-drill-program-in-mexico.html - Kingsmen Resources Ltd. commenced its fully financed 2026 drill campaign at the Los Coloradas project in Chihuahua, Mexico, on April 20, 2026. The program targets 11,000 meters of core drilling to follow up on 2025 discoveries and test the Saddle target. The company also plans future drilling at the Almoloya project. Analysts note the stock remains resilient despite broader market weakness.
27. https://www.streetwisereports.com/article/2026/04/21/127-million-ounces-locked-in-as-silver-supply-crunch-deepens-and-demand-surges.html - Avino Silver & Gold Mines Ltd reported an inaugural mineral reserve estimate of 127 million silver equivalent ounces across its La Preciosa, Avino, and Oxide Tailings assets in Durango, Mexico. The estimate, effective October 31, 2025, includes 95 million ounces of silver and 356 thousand ounces of gold. Measured and indicated resources increased 9% following exploration drilling. Analysts assigned buy ratings citing the milestone as a technical de-risking event that demonstrates the asset base's scale and economic potential amidst a global silver supply deficit.
28. https://www.streetwisereports.com/article/2026/04/21/massive-q1-output-3-3m-silver-equivalent-ounces-as-production-jumps-56.html - Endeavour Silver Corp reported first-quarter 2026 production of 1.875 million ounces of silver and 11,740 ounces of gold, totaling 3.3 million silver-equivalent ounces. This represents a 56% increase in silver and 41% in gold compared to Q1 2025. CEO Dan Dickson attributed the growth to improved performance at the Terronera and Kolpa operations, partially offset by the sale of the Bolañitos mine. Analysts provided multiple buy ratings with target prices ranging from CA$14.61 to CA$20.37. The company also outlined development timelines for the Assafou project in Côte d'Ivoire, targeting first gold production in the second half of 2028.
29. https://techxplore.com/news/2026-04-simple-solar-cell-tweak-perovskites.html - Researchers from Korea University and the University of Surrey have developed a technique called contact-triggered cationic interaction (CCI) to enhance perovskite solar cells. By placing two perovskite films in physical contact, the method reorganizes the crystal structure without adding chemicals or coatings. The resulting material achieved a certified power conversion efficiency of 25.61% and showed significantly improved thermal stability. Published in Nature Energy, the study addresses the durability challenges hindering the commercial deployment of perovskite photovoltaics.
30. https://www.adomonline.com/bogoso-prestea-mine-operational-claims-of-shutdown-false-heath-goldfields-md/ - Patrick Appiah Mensah, Managing Director of Heath Goldfields, stated on Asempa FM that operations at the Bogoso-Prestea Gold Mine remain active and functional. He dismissed reports of a stalled mine as false, attributing concerns to former employees from a previous operator. The company has employed approximately 300 workers and settled salary arrears. Heath Goldfields confirmed it is engaging the Ghana Mine Workers' Union and consulting legal teams to resolve outstanding issues, reaffirming that operations continue under an approved Mine Development Plan and the supervision of the Minerals Commission of Ghana.
31. https://www.itmtrading.com/blog/3-5-trillion-private-credit-bubble-financial-crisis/ - Market strategist Bert Dohmen warns that a $3.5 trillion private credit bubble poses a systemic risk, citing halted redemptions by major institutions like Blue Owl, BlackRock, and UBS. Dohmen argues that liquidity contraction, rather than earnings, drives market collapses, drawing parallels to the 2008 crisis. He highlights a global economic slowdown and predicts the Federal Reserve will inject more liquidity, potentially worsening inflation. Consequently, Dohmen advocates for tangible assets like gold and silver as hedges against currency debasement and financial system instability.
32. https://www.itmtrading.com/blog/3-5-trillion-private-credit-bubble-financial-crisis/ - Market strategist Bert Dohmen warns that a $3.5 trillion private credit bubble poses a systemic risk, citing halted redemptions by major institutions like Blue Owl, BlackRock, and UBS. Dohmen argues that liquidity contraction, rather than earnings, drives market collapses, drawing parallels to the 2008 crisis. He highlights a global economic slowdown and predicts the Federal Reserve will inject more liquidity, potentially worsening inflation. Consequently, Dohmen advocates for tangible assets like gold and silver as hedges against currency debasement and financial system instability.
33. https://www.rawstory.com/fed-chair-2676798212/ - Analyst Catherine Rampell of The Bulwark suggests that Kevin Warsh, President Donald Trump's nominee to replace Federal Reserve Chairman Jerome Powell, is likely to face significant conflict with the President regarding monetary policy. Despite Trump's demands for lower interest rates, market indicators suggest Warsh may maintain a hawkish stance. The article notes that Warsh's confirmation is currently blocked by a criminal investigation launched by U.S. Attorney Jeanine Pirro, which has prolonged Powell's tenure. A confrontation over interest rates between Trump and a Warsh-led Federal Reserve appears inevitable.
34. https://chargedevs.com/newswire/rohms-new-5th-gen-ecosic-devices-cuts-sic-mosfet-on-resistance-30/ - ROHM Semiconductor has developed its 5th Generation EcoSiC SiC MOSFETs, achieving approximately 30% lower on-resistance at high temperatures compared to the 4th Generation. This improvement results from structural enhancements and manufacturing process optimization rather than geometry scaling. The devices target xEV traction inverters, OBCs, DC-DC converters, and electric compressors. Mass production of bare dies began in 2025, with discrete device and module samples scheduled for July 2026.
35. https://startuptalky.com/news/gold-and-silver-price-today-22-april-2026-silver-at-2-49-650-kg-gold-at-1-53-250-10g-check-24k-22k-rates-in-delhi-mumbai-chennai-more/ - Gold and silver prices in India increased on 22 April 2026, driven by global rallies and geopolitical tensions related to US-Iran diplomatic talks. MCX gold climbed over 1% while MCX silver surged more than 1.5%. Physical gold prices slipped marginally due to a firmer US dollar. Silver gained 1.46% to ₹2,49,650/kg, and 24K gold rose 0.81% to ₹1,53,250/10g. The gold-silver ratio compressed to approximately 61:1. Markets anticipate further movement based on upcoming US macroeconomic data and the outcome of international negotiations.
36. https://www.globalminingreview.com/mining/22042026/why-2026-will-decide-who-governs-the-seabed/ - Following the International Seabed Authority's (ISA) failure to agree on a Mining Code in March 2026, the US is accelerating its own deep-sea mining licensing framework. The US National Oceanic and Atmospheric Administration (NOAA) has simplified permitting, with The Metals Company (TMC) already in substantial compliance for a project in the Clarion Clipperton Zone. Industry momentum is shifting toward US national pathways, with TMC targeting commercial production in 2028 and new corporate mergers occurring. If the ISA does not resolve the code by its October 2026 deadline, it risks losing governance authority to the US.
37. https://resourceworld.com/puma-subsidiary-murray-brook-minerals-posts-updated-resource-estimate-for-legacy-cu-ag-deposit-new-brunswick/?utm_source=rss&utm_medium=rss&utm_campaign=puma-subsidiary-murray-brook-minerals-posts-updated-resource-estimate-for-legacy-cu-ag-deposit-new-brunswick - Murray Brook Minerals Inc., a subsidiary of Puma Exploration Inc., received an updated NI 43-101 Technical Report effective November 28, 2025, for its 100%-owned Legacy Project in northern New Brunswick, Canada. The report, compiled by SRK Consulting, outlines a 930,000 tonnes inferred copper-silver resource. The update satisfies listing requirements for a Tier 2 application to the TSX Venture Exchange. Puma Exploration aims to spin off Murray Brook Minerals as a separate public company. A non-brokered offering of 5.0 million shares raised $250,000 to fund exploration.
38. https://resourceworld.com/ramp-metals-drilling-rottenstone-sw-property-saskatchewan/?utm_source=rss&utm_medium=rss&utm_campaign=ramp-metals-drilling-rottenstone-sw-property-saskatchewan - Ramp Metals Inc. reported a 21-metre intercept grading 0.80% copper, 17.01 g/t silver, 0.09 g/t gold, 0.73% zinc, and 0.23% lead from drill hole Rush-011 at its Rottenstone SW property in Saskatchewan. The hole, part of a winter drill program, encountered VMS style mineralization and extends previously identified zones. Preliminary results indicate continuity between 2025 discovery zones and a new deeper zone west of known mineralization. The company aims to further delineate mineralized zones at the site.
39. https://resourceworld.com/eloro-resources-reports-substantial-resource-growth-in-updated-mineral-resource-estimate-at-its-iska-iska-project-potosi-department-southwestern-bolivia/?utm_source=rss&utm_medium=rss&utm_campaign=eloro-resources-reports-substantial-resource-growth-in-updated-mineral-resource-estimate-at-its-iska-iska-project-potosi-department-southwestern-bolivia - Eloro Resources Ltd. announced an updated mineral resource estimate for its Iska Iska project in the Potosi Department of Bolivia, effective April 2, 2026. The update outlines an Indicated category of 85.17 million tonnes grading 40 g/t silver, containing 109.53 million ounces of silver. Total Inferred resources increased to 945.43 million tonnes, representing a 41% tonnage increase from the 2023 estimate. Silver grades in the Indicated category rose 65% compared to the previous Inferred category. Tin recovery improved to 58.9% following metallurgical testing. The estimate was prepared by Micon International Limited.
40. https://resourceworld.com/element-29-welcomes-alpayana-randy-smallwood-as-investors/?utm_source=rss&utm_medium=rss&utm_campaign=element-29-welcomes-alpayana-randy-smallwood-as-investors - Element 29 Resources Inc. raised $35.5 million through a private placement of 32.2 million shares at $1.10 each. The funds will finance exploration at its Peru projects, specifically the Elida deposit. New investors include Alpayana S.A.C. and former Wheaton Precious Metals CEO Randy Smallwood, who now serves as non-executive Chair. The financing strengthens the company's position for potential tier-1 discoveries in Peru.
41. https://www.canadianminingjournal.com/news/cantex-demonstrates-cost-cutting-potential-through-advanced-ore-sorting/ - Cantex Mine Development announced positive results from metallurgical testing at its North Rackla claim block in Yukon. The program, conducted with ALS Kamloops Metallurgy and Base Met Labs starting in January 2026, evaluated X-Ray Transmission (XRT) sorting technology. Tests on drill core samples showed strong pre-concentration performance, with 95.0% of silver, 97.8% of zinc, and 97.9% of lead reporting to a concentrate stream containing 70% of the mass. The company stated the technology has the potential to reduce shipping and processing costs by removing unmineralized country rock.
42. https://seekingalpha.com/article/4892883-silver-uncovering-a-market-in-a-revolutionary-transitioning?source=feed_all_articles - The author, an economist and trader with a long position in silver, argues that the silver market is currently experiencing a revolutionary transition. The piece discusses economic behavioral patterns and strategic investing philosophies regarding the commodity. No specific price targets, events, or outcomes are detailed in the provided text.
43. https://www.freepressjournal.in/business/gold-falls-300-silver-slumps-2700-amid-uncertainty-over-us-iran-talks - Gold and silver prices declined in New Delhi on Wednesday due to uncertainty surrounding US-Iran peace negotiations. Gold of 99.9 per cent purity fell to Rs 1,57,000 per 10 grams, while silver dropped to Rs 2,55,000 per kg. Analysts from HDFC Securities and LKP Securities attributed the drop to the collapse of plans for a second round of negotiations and conflicting statements from President Donald Trump regarding a ceasefire extension. International spot prices for both metals rose slightly, but domestic markets reacted negatively to the geopolitical volatility. Market participants are adopting a cautious wait-and-see approach until clearer signals emerge, with attention shifting to the US Federal Reserve policy due on April 29.
44. https://dillongage.com/blog/gold-climbs-as-oil-dollar-weaken/ - Gold futures climbed 1.12% to $4,772.50 an ounce on Wednesday after U.S. President Donald Trump announced an indefinite extension of the ceasefire with Iran. The move weakened oil prices and the U.S. dollar, making gold more attractive to investors. While the ceasefire was extended, signals remained mixed as Vice President JD Vance cancelled planned truce talks in Pakistan. Meanwhile, Kevin Warsh, the nominee to lead the Federal Reserve, stated he would act independently regarding inflation frameworks, contrasting with Trump's desire for lower interest rates. Investors now expect U.S. rates to remain unchanged until mid-next year.
45. https://kingworldnews.com/were-going-to-see-another-major-eruption-higher-in-the-price-of-gold/ - Matthew Piepenburg of VON GREYERZ argues that global financial markets are approaching a critical eruption point driven by oil supply deficits, bond market dysfunction, and geopolitical conflict. The article cites a projected 2026 oil deficit twice that of historical shocks and rising sovereign bond yields as indicators of systemic failure. Consequently, the analyst asserts that gold prices will surge significantly as investors seek real money amidst the anticipated destruction of the US dollar's purchasing power and the collapse of Western bond hegemony.
46. https://www.globenewswire.com/news-release/2026/04/22/3279166/0/en/Vishay-Intertechnology-200-V-FRED-Pt-Ultrafast-Rectifiers-Deliver-High-Current-Ratings-Up-to-15-A-in-New-DFN6546A-Package.html - Vishay Intertechnology introduced 16 new 200 V FRED Pt ultrafast rectifiers in the low-profile DFN6546A package on April 22, 2026. The devices offer current ratings from 6 A to 15 A and feature wettable flanks to enable automatic optical inspection. Applications include electric vehicle battery management systems, engine control units, and industrial automation equipment. The new components provide superior thermal performance and a 50 % higher current rating compared to previous TO-277A packages with the same footprint.
47. https://solarquarter.com/2026/04/22/chinas-solar-exports-hit-record-high-as-africa-and-southeast-asia-drive-demand/ - China's solar panel exports reached a record high in March 2026, driven by strong demand from Africa and Southeast Asia. African nations including South Africa, Nigeria, and Kenya are adopting solar power to address electricity shortages and reduce fossil fuel dependence. Southeast Asian markets such as Vietnam, Thailand, and Indonesia are also investing heavily in renewable energy. The trend is supported by the low cost of Chinese solar panels and established trade connections, reinforcing China's leading position in the global renewable energy supply chain.
48. https://solarquarter.com/2026/04/22/andhra-pradesh-powers-indias-clean-energy-future-cm-naidu-to-lay-foundation-stone-for-renews-6-gw-%E2%82%B95400-cr-solar-manufacturing-facility-in-vizag/ - Andhra Pradesh Chief Minister N. Chandrababu Naidu will lay the foundation stone for ReNew Power's 6 GW solar ingot and wafer manufacturing facility in Anakapalli district near Visakhapatnam on April 23. The project, valued at ₹5,400 crore, aims to reduce import dependence and support India's 500 GW non-fossil fuel target by 2030. Commissioned within 24 months, the facility is expected to create over 2,100 jobs and forms part of ReNew's broader ₹82,000 crore investment in the state.
49. https://www.espacefmguinee.info/litalie-prevoit-de-booster-la-fabrication-de-puces-grace-a-un-fonds-de-45-milliards-de-dollars/ - Italy plans to allocate approximately 4.5 billion dollars by 2030 to boost domestic chip manufacturing and support innovative technologies. The government aims to persuade Intel to invest around 9 billion dollars in a new advanced technology fab, offering public funding and favourable conditions. Italy is also negotiating with STMicroelectronics, MEMC Electronic Materials, and Tower Semiconductor. The initiative seeks to reduce reliance on semiconductor supplies from China and the US, reconvert existing industrial sites, and fund research and development in microprocessor technology.
50. https://goldsilver.com/industry-news/goldsilver-news/the-gold-silver-ratio-signal-what-silvers-lead-means/ - Silver prices rose more than 2% while gold gained 1% on April 22, 2026, following an extension of the US-Iran ceasefire. The Silver Institute projects a sixth consecutive annual supply deficit in 2026, with 762 million troy ounces drawn from above-ground stocks since 2021. Industrial demand from solar and AI sectors remains strong, contributing to a tightening market where physical silver is becoming harder to source.
51. https://goldsilver.com/industry-news/goldsilver-news/the-gold-silver-ratio-signal-what-silvers-lead-means/ - Silver prices rose more than 2% while gold gained 1% on April 22, 2026, following an extension of the US-Iran ceasefire. The Silver Institute projects a sixth consecutive annual supply deficit in 2026, with 762 million troy ounces drawn from above-ground stocks since 2021. Industrial demand from solar and AI sectors remains strong, contributing to a tightening market where physical silver is becoming harder to source.
52. https://energiesmedia.com/blue-white-solar-bricks-make-walls-store-energy/ - Researchers at the University of Exeter, in collaboration with Build Solar, have developed 'Solar Squared' glass bricks designed to function as building-integrated photovoltaics and supercapacitors. Coated with a conducting polymer (PEDOT) and white epoxy resin, these bricks generate power on vertical surfaces even in shaded urban areas and store energy independently of rain, sun, or wind. The technology aims to transform building facades into self-sufficient energy sources, addressing urban heat island effects and grid instability while maintaining aesthetic appeal and natural lighting.
53. https://www.pv-magazine-india.com/2026/04/22/loom-solar-secures-land-in-uttar-pradesh-to-expand-solar-manufacturing-capacity/ - Loom Solar has secured an additional 33,400 sq. m plot at the Industrial Model Land Corp in Meerut, Uttar Pradesh, to expand its solar manufacturing capacity. This new site is separate from its existing 7.5-acre facility in Kosi, where a 1.2 GW solar module plant is under development. The Meerut facility will focus on solar module production and provide flexibility for future energy storage manufacturing, complementing the ongoing capacity buildout at Kosi.
54. https://www.electrive.com/2026/04/22/bosch-targets-efficiency-gains-with-third-gen-sic-chips/ - Bosch has launched its third generation of silicon-carbide (SiC) chips for automotive power electronics, promising 20 per cent higher performance and significant miniaturisation. The company, based in Gerlingen, Germany, is expanding manufacturing capacity at its Reutlingen plant in Europe and a Roseville facility in the US, investing billions to secure supply chains. Samples are already being supplied to global automotive manufacturers to support the electrification of vehicles.
55. https://ekonomi.haber7.com/ekonomi/haber/3622111-altin-costukca-o-da-sahlaniyor-dev-bankadan-korkutan-duzeltme-uyarisi - Commerzbank analysts warn that silver prices, currently trading between $78 and $80, face correction risks due to overvaluation, with a theoretical fair value estimated around $40. Despite this, the bank maintains a positive outlook, citing strong demand from central banks and expectations of Federal Reserve interest rate cuts in the second half of the year. The bank predicts that if gold surpasses $5,000 per ounce, silver could rise to $90 per ounce. The analysis highlights that silver prices are largely being driven by gold's performance rather than traditional valuation models.
56. https://ekonomi.haber7.com/ekonomi/haber/3622111-altin-costukca-o-da-sahlaniyor-dev-bankadan-korkutan-duzeltme-uyarisi - Commerzbank analysts warn that silver prices, currently trading between $78 and $80, face correction risks due to overvaluation, with a theoretical fair value estimated around $40. Despite this, the bank maintains a positive outlook, citing strong demand from central banks and expectations of Federal Reserve interest rate cuts in the second half of the year. The bank predicts that if gold surpasses $5,000 per ounce, silver could rise to $90 per ounce. The analysis highlights that silver prices are largely being driven by gold's performance rather than traditional valuation models.
57. https://bitcoinworld.co.in/ecb-simkus-april-rate-hike-warning/ - Gediminas Šimkus, Governor of the Bank of Lithuania and ECB Governing Council member, warned against raising interest rates in April. Citing moderating inflation, economic fragility, and policy lags, Šimkus advocates for patience. His comments have reduced market expectations for an April tightening, though June remains a possibility. The ECB must balance price stability with growth support across diverse Eurozone economies.
58. https://thechronicle.com.gh/terminate-heath-goldfields-mining-lease-now-kpebu/ - The Catchment Area Community Alliance (CACA), supported by legal practitioner Martin Kpebu, has urged the Ghanaian Minister of Lands and Natural Resources to immediately terminate the mining lease granted to Heath Goldfields Limited (HGL). Citing persistent breaches, financial incapacity, and safety risks at the Bogoso-Prestea mines in the Western Region, the group highlights HGL's failure to settle outstanding obligations, operate the mine as committed, and comply with a 120-day notice to remedy deficiencies. Concerns also include an unauthorised financing arrangement with Trafigura that allegedly encumbers state mineral rights without parliamentary ratification.
59. https://interestingengineering.com/innovation/robotic-system-achieves-27-efficiency-in-solar-cells - Researchers at Hong Kong Polytechnic University developed an autonomous agentic robotics system for perovskite solar cell development. The system, supported by a seven-layer AI architecture, conducted over 50,764 experiments to achieve a power conversion efficiency of 27.0%, with a certified value of 26.5%. This closed-loop framework integrates physical robotics with AI to automate synthesis, characterization, and optimization, replacing traditional trial-and-error methods. The findings were reported in the journal Engineering.
60. https://www.fxstreet.com/news/gold-rises-as-trump-extends-iran-ceasefire-amid-stalled-peace-talks-202604221205 - Gold prices rebounded on Wednesday following US President Donald Trump's decision to extend the ceasefire with Iran. The extension, requested by Pakistan's leadership, allows time for Iran to submit a unified proposal for negotiations, though the US naval blockade remains in place. While the move calmed immediate fears, gold prices remain constrained by persistent inflation risks and fading expectations of Federal Reserve interest rate cuts. XAU/USD traded around $4,750, recovering from a one-week low, but remains below the 50-day moving average resistance.
61. https://www.viva.co.id/bisnis/1893785-morgan-stanley-turunkan-target-harga-emas-di-2026-tak-lagi-kebal-krisis - Morgan Stanley has reduced its gold price forecast for the second half of 2026 to US$5,200 per ounce, down from US$5,700. The revision follows an 8% price drop since the US-Iran conflict began on 28 February 2026, which the bank notes failed to act as a safe haven. While stock indices like the S&P 500 and Nasdaq reached record highs, gold prices fell due to energy supply shocks and inflation spikes triggered by the Middle East conflict. The bank states that investor demand for gold as a geopolitical hedge is being re-evaluated.
62. https://www.fxstreet.com/news/fed-warsh-risks-and-delayed-cuts-commerzbank-202604221150 - Commerzbank economists assess that Kevin Warsh's potential appointment as Federal Reserve Chair could threaten central bank independence and lead to overly aggressive rate cuts. Despite Warsh's focus on AI-driven disinflation, the bank remains skeptical of his ability to defend the Fed against political pressure. They expect the next interest rate move to be delayed until year-end due to inflation persistence and Warsh's need to assert himself within the institution.
63. https://londonlovesbusiness.com/bank-of-england-urged-to-hold-rates-as-inflation-spikes/ - Nigel Green, CEO of deVere Group, urges the Bank of England to maintain current interest rates following a rise in UK inflation to 3.3% in March. Green attributes the increase primarily to external geopolitical factors, specifically the conflict in Iran driving up fuel and energy prices, rather than domestic demand. He warns that raising rates in response to these external shocks could compound economic fragility and risk stagnation. The deVere Group CEO argues that holding rates steady is the most credible path to avoid unnecessary volatility while underlying economic pressures naturally dampen inflation over time.
64. https://fortune.com/2026/04/22/kevin-warsh-forward-guidance-dot-plot-wall-street-guidance/ - Kevin Warsh, nominated Federal Reserve chair, advocates ending the central bank's forward guidance and dot plot to reduce market overreaction and improve decision-making. While Wall Street analysts express concern over reduced transparency and potential volatility, Warsh argues that excessive communication leads to broken promises. The proposal faces scrutiny regarding central bank independence amidst political pressure from the Trump administration.
65. https://dinarchronicles.com/2026/04/22/sean-foo-chinas-payment-system-is-canceling-global-usd-trade-as-iran-fallout-intensifies/ - Financial commentator Sean Foo argues that geopolitical tensions and US sanctions are accelerating the decline of the US dollar's dominance. He highlights China's development of alternative financial infrastructure, including CIPS and Project mBridge, to bypass the SWIFT network and facilitate trade in Renminbi. The analysis suggests that major economies are diversifying reserves away from US Treasuries toward gold and the RMB, driven by concerns over US fiscal policy and the political risks of dollar-denominated transactions.
66. https://dailygalaxy.com/2026/04/geologists-discover-copper-gold-silver-deposit-424-billion/ - Lundin Mining Corporation and BHP are preparing to invest nearly $18 billion in the Vicuña project, a copper, gold, and silver deposit straddling the Argentina-Chile border. The joint venture aims to produce up to 500,000 tonnes of copper annually by the late 2030s, potentially becoming the fifth-largest producing mine on Earth. While the project offers significant economic value and job creation, it faces substantial risks including water scarcity, environmental permitting challenges regarding glaciers, and high arsenic content requiring expensive processing. A final investment decision is targeted for late 2026.
67. https://primaryignition.com/2026/04/22/why-japans-industrial-finance-infrastructure-makes-it-the-ideal-host-for-air-liquides-next-gen-ai-chip-investment/ - On April 16, Air Liquide announced a 200 million euro investment in two new ultra-high-purity gas plants in Hiroshima, Japan. The project, valued at approximately 236 million dollars, involves constructing onsite facilities to supply nitrogen, oxygen, and argon for next-generation AI chip manufacturing. The investment is supported by Japan's industrial finance infrastructure, including megabanks and METI-linked subsidies, to secure long-term supply contracts. This development strengthens the local semiconductor ecosystem in Hiroshima, which already hosts major investments from Micron and other suppliers.
68. https://www.zawya.com/en/economy/africa/africa-southeast-asia-drive-china-solar-panel-exports-to-record-in-march-v3w8nptw - China's solar panel exports reached a record 1.75 million metric tons in March, a 42.2% increase, valued at $3.61 billion. The surge was driven by stockpiling in Southeast Asia and Africa ahead of April 1 export tax refund changes and energy security concerns related to the Iran conflict. Key markets included the Philippines and the Democratic Republic of Congo. Analysts predict a significant drop in April exports but anticipate support for 2026 volumes due to elevated oil prices and energy security needs.
69. https://www.eqmagpro.com/local-sourcing-push-may-trigger-solar-cell-shortage-in-india-from-june-eq/ - India risks a solar cell shortage from June as new regulations mandate locally manufactured cells for projects. With domestic capacity at 25-26 GW against 50 GW annual demand and over 90% reliance on imports, the supply gap threatens project timelines and costs. Industry bodies warn of delays and price hikes, urging a phased implementation to allow 50 GW of under-construction capacity to become operational before full enforcement.
70. https://www.americanbankingnews.com/2026/04/22/ishares-silver-trust-slv-shares-sold-by-caliber-wealth-management-llc-ks.html - Caliber Wealth Management LLC KS reduced its position in iShares Silver Trust by 4.1% in the fourth quarter, selling 14,007 shares. The firm now holds 325,717 shares, valued at $20,983,000, representing 2.3% of its portfolio. While Caliber reduced its stake, other institutional investors including Nexus Investment Management ULC, Raleigh Capital Management Inc, and Rialto Wealth Management LLC increased or established new positions in the exchange-traded fund during the third and fourth quarters.
71. https://www.americanbankingnews.com/2026/04/22/foresight-capital-management-advisors-inc-has-2-14-million-stock-holdings-in-abrdn-physical-gold-shares-etf-sgol.html - Foresight Capital Management Advisors Inc decreased its position in abrdn Physical Gold Shares ETF by 18.6% during the fourth quarter, selling 11,889 shares. The firm now holds 52,027 shares valued at $2.14 million according to its latest SEC filing. Other institutional investors including Sound Income Strategies LLC and Glass Jacobson Investment Advisors llc acquired new positions in the third quarter.
72. https://www.americanbankingnews.com/2026/04/22/ishares-silver-trust-slv-shares-sold-by-caliber-wealth-management-llc-ks.html - Caliber Wealth Management LLC KS reduced its position in iShares Silver Trust by 4.1% in the fourth quarter, selling 14,007 shares. The firm now holds 325,717 shares, valued at $20,983,000, representing 2.3% of its portfolio. While Caliber reduced its stake, other institutional investors including Nexus Investment Management ULC, Raleigh Capital Management Inc, and Rialto Wealth Management LLC increased or established new positions in the exchange-traded fund during the third and fourth quarters.
73. https://www.americanbankingnews.com/2026/04/22/campbell-capital-management-inc-buys-shares-of-6325-spdr-gold-shares-gld.html - Campbell Capital Management Inc acquired 6,325 shares of SPDR Gold Shares (GLD) valued at approximately $2.5 million during the fourth quarter, representing 0.8% of its portfolio. Other institutional investors including Brighton Jones LLC, Bison Wealth LLC, UBS Asset Management Americas LLC, Schnieders Capital Management LLC, and Prudential Financial Inc also adjusted their stakes in the exchange-traded fund. Institutional ownership of the fund stands at 42.19%. The article reports on 13F filing data submitted to the SEC.
74. https://www.vietnamplus.vn/gia-vang-phuc-hoi-khi-my-gia-han-lenh-ngung-ban-voi-iran-post1106382.vnp - Global gold prices recovered on 22 April following US news of an extended ceasefire with Iran. Spot gold rose 1.1% to 4,762.22 USD/ounce, while June 2026 futures increased 1.3% to 4,781 USD/ounce. The market reaction included rising stocks and a weakening US dollar. Analysts note the current trend is fragile but expect potential recovery to record highs. Other precious metals including silver, platinum, and palladium also increased in value.
75. https://www.zawya.com/en/economy/global/dollar-steady-as-markets-navigate-iran-ceasefire-uncertainty-oa1zt0ur - The US dollar remained steady near a one-week high on Wednesday despite uncertainty persisting over the Middle East conflict, even after US President Donald Trump extended a ceasefire with Iran indefinitely. Markets weighed Trump's announcement of a continued US Navy blockade of Iran's trade by sea. Meanwhile, Kevin Warsh, the White House nominee to lead the US Federal Reserve, stated he would act independently and rejected requests to cut interest rates, leading traders to dial back expectations for rate cuts until deep into 2027. Other currencies, including the euro and British pound, were little changed.
76. https://www.prnewswire.com/news-releases/denarius-metals-announces-first-quarter-2026-production-results-for-its-zancudo-project-in-colombia-302749500.html - * Denarius Metals announced first quarter 2026 production results for its Zancudo Project in Colombia. * Mined output increased to 2,337 tonnes, containing 20,237 ounces of silver, compared to previous quarters. * Average silver head grades reached 269.3 g/t, generating total revenue of approximately US$3.5 million. * The company is in an early production phase using artisanal mining while constructing a processing plant. * Commissioning of the 1,000 tonnes per day plant is expected by the third quarter of 2026.
77. https://www.devdiscourse.com/article/headlines/3883006-andhra-pradesh-advances-solar-manufacturing-with-rs-5400-crore-renew-facility - Andhra Pradesh Chief Minister N Chandrababu Naidu is scheduled to lay the cornerstone for a Rs 5,400-crore solar manufacturing facility near Visakhapatnam on April 23. Located in Anakapalli, the project will manufacture solar ingots and wafers under the state's Integrated Clean Energy Policy 2024. The facility aims to reduce import reliance, enhance energy security, and create over 2,100 jobs as part of a broader Rs 82,000-crore investment.
78. https://investinglive.com/commodities/gold-bounces-back-from-overnight-lows-as-the-cautious-optimism-holds-20260422/ - Gold prices recovered from overnight lows near $4,668 to trade around $4,765 following a setback in US-Iran diplomatic developments. The precious metal had dropped from $4,780 after hopes for talks in Pakistan were delayed due to Iran's refusal to negotiate while the US naval blockade remains. Despite the lack of a firm timeline, traders maintain cautious optimism, reflected in gains for European indices and S&P 500 futures. Price action remains volatile, trading near the $4,800 level and 100-day moving average, with future movements tied to potential US Vice President Vance travel plans and conflict resolution in the Strait of Hormuz.
79. https://www.haberler.com/ekonomi/gram-altin-6-bin-881-liraya-yukseldi-19772179-haberi/ - Gram gold in Turkey rose to 6,881 lira, up 1% from the previous close, following a ceasefire extension between the US and Iran. The increase was attributed to reduced inflationary pressure resulting from the truce. Meanwhile, ounce gold traded at 4,765 dollars. Analysts noted a busy data schedule including the Central Bank of the Republic of Turkey's interest rate decision and ECB President Christine Lagarde's speech.
80. https://investinglive.com/news/ecb-policymaker-lane-admits-the-euro-cant-replace-us-dollars-role-as-global-safe-haven-20260422/ - Philip Lane, Chief Economist at the European Central Bank, states that the euro cannot currently replace the US dollar's role as a global safe haven. He attributes this to a shortage of euro-denominated safe assets and the Eurozone's fragmented fiscal structure. Lane notes that while expanding common debt is necessary, it requires significant political will and fiscal discipline. The US dollar remains dominant due to the depth and liquidity of the US Treasury market and strong network effects in global trade and debt.
81. https://www.actionforex.com/contributors/fundamental-analysis/637920-republicans-are-indirectly-backing-a-tougher-fed-policy/ - The US dollar strengthened following the breakdown of US-Iran talks and a 1.7% rise in March retail sales. Market expectations for a tighter Federal Reserve policy have increased as Republicans delay confirming nominee Kevin Warsh, who advocates focusing on core inflation. The ongoing judicial investigation into Jerome Powell further complicates the appointment process, with Kalshi forecasting a 65% chance of a chair change by June. High oil prices and geopolitical tensions continue to influence currency movements.
82. https://www.lexpress.mg/2026/04/secteur-extractif-loctroi-des-permis.html - Madagascar has resumed the issuance of mining permits after a 16-year suspension, marking a major shift in extractive sector management. However, the process is now stricter. Since the current administration took power, only one company has met the requirements. Approximately 3,000 requests blocked for over a decade remain pending. Minister Carl Andriamparany stated that strict conditions, including mandatory corporate social responsibility plans, water drilling for local populations, and a 3% investment tax, are now enforced to protect resources. The government aims to improve governance and redynamise strategic projects like Sakoa and Tsimiroro.
83. https://www.globalminingreview.com/mining/22042026/hycroft-engages-engineering-firm-to-assess-underground-mining-options/ - Hycroft Mining Holding Corporation has engaged RESPEC Company LLC to evaluate underground mining options for high-grade silver systems at the Brimstone and Vortex sites in Nevada. The scope includes mining method evaluation, conceptual design, and schedule development. Concurrently, Hycroft is assessing an exploration decline to improve drilling efficiency and reduce costs. CEO Diane R. Garrett stated the move aims to enable direct access to deposits located 30 meters beneath the existing open pit, potentially supporting future production.
84. https://www.indiasnews.net/news/279003872/gold-worth-700-billion-lying-idle-can-fund-india-growth-nilesh-shah-calls-for-monetisation-push - Nilesh Shah, Managing Director of Kotak Mahindra AMC, stated that gold worth approximately USD 700 billion held idle in Indian households could significantly fund the country's economic growth. He highlighted that this capital, currently locked in informal storage, exceeds foreign direct and portfolio investments received. Shah advocated for policy innovation and financial infrastructure to bring this wealth into the formal economy, noting the rising trend in gold-backed lending as a step towards behavioural change. The proposal aims to reduce dependence on external capital and accelerate domestic investment-led growth.
85. https://www.sharecafe.com.au/2026/04/22/warsh-targets-smaller-fed-balance-sheet-eyes-treasury-link/ - Kevin Warsh, Donald Trump's nominee for Federal Reserve Chair, stated during his Senate confirmation hearing that he aims to significantly reduce the central bank's balance sheet. Warsh argues the current size benefits Wall Street and politicises the Fed, proposing collaboration with the Treasury Department to achieve this. While he envisions a smaller balance sheet leading to lower interest rates, market observers suggest outright asset sales are unlikely, with a focus on clearer communication and regulatory adjustments instead.
86. https://www.americanbanker.com/news/iran-related-risks-manageable-for-banks-but-duration-is-key - Experts state that while banks' direct exposures to the Iran conflict are currently limited, prolonged disruption to the Strait of Hormuz poses significant risks of recession and stagflation. Although consumer sentiment hit historic lows in April due to economic insecurity, robust spending by affluent households and low unemployment have maintained credit quality. However, analysts warn that extended energy supply shocks could erode savings and create difficult monetary policy challenges for the Federal Reserve, with the duration of the conflict being the critical variable for financial stability.
87. https://www.mining-technology.com/news/a2gold-core-drilling-nevadas-eastside-project/ - A2Gold has commenced diamond core drilling at its Eastside Gold-Silver Project in Nevada, US. The fully funded programme covers approximately 2,500m and aims to define and potentially expand mineral resources. This effort complements ongoing reverse circulation drilling to enhance geological confidence and characterise lithological units. Results are pending, with plans to update the mineral resource estimate upon completion in line with National Instrument 43-101 standards.
88. https://www.zerohedge.com/markets/china-loads-us-chip-tools-southeast-asia-amid-supply-chain-shift - Analysis by Nikkei Asia reveals that China's imports of chipmaking equipment from Malaysia and Singapore rose sharply in 2025 to exceed those from the United States, which fell to an eight-year low. While direct US imports declined by over 34% due to export controls, US manufacturers like Applied Materials, Lam Research, and KLA continue to generate significant revenue from China by expanding production capacity in Southeast Asia. Simultaneously, Chinese domestic suppliers such as Naura and AMEC report record growth, though analysts warn of intensifying internal competition. Policymakers are considering the MATCH Act to align multilateral export restrictions.
89. https://www.pv-magazine.com/2026/04/22/rethinking-silver-paste-design-for-topcon-leco-solar-cells/ - Researchers from Northwest University in China have developed a hybrid evaluation framework combining the Analytic Hierarchy Process (AHP) and the Entropy Weight Method (EWM) to assess silver paste performance for TOPCon and LECO solar cells. The study, published in Solar Energy Materials and Solar Cells, introduces dynamic rheology descriptors to better predict printability and sintering behavior than conventional methods. The team identified specific silver powders and glass frits optimized for each technology, achieving a TOPCon open-circuit voltage of 10.47 V and a LECO cell efficiency of 26.7%. The work aims to bridge the gap between laboratory characterization and industrial production outcomes.
90. https://tradebrains.in/gold-holds-at-15528-gram-as-geopolitical-fever-cools/ - Gold prices in India consolidated at Rs 15,528 per gram for 24 carat gold on April 22, 2026, following a slight intraday fall. The price stability coincided with cooling geopolitical tensions in West Asia and a strengthening US dollar, which reduced the immediate safe-haven premium. While international spot gold rose to approximately $4,763.29 per ounce, domestic prices remained elevated due to high customs duties. Institutional investment drove price gains in the preceding quarter, though short-term resistance is visible.
91. https://www.prnewswire.com/news-releases/mexc-secures-worlds-1-gold-order-book-depth-in-q1-2026-302749545.html - MEXC reported ranking first in gold order book depth among major platforms for Q1 2026, driven by geopolitical tensions and safe-haven asset demand. Trading volume surged significantly in February and March, with XAUT and SILVER accounting for over 90% of top-10 volume. The exchange launched WTI and Brent oil perpetual futures in January, capturing 15.3% market share by quarter-end. Monthly active traders grew 58% cumulatively as the platform expanded its instrument lineup to include precious metals and energy contracts.
92. https://europeanbusinessmagazine.com/business/business-uk-inflation-iran-oil-cost-of-living-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=business-uk-inflation-iran-oil-cost-of-living-crisis - UK headline CPI increased to 3.3% in March 2026, driven by rising energy costs linked to the closure of the Strait of Hormuz. Despite a ceasefire extension, US Navy interceptions of Iranian tankers persist, keeping Brent crude near $98. Clothing prices fell 0.8% year-on-year, indicating reduced discretionary spending. The Bank of England faces a dilemma between cutting rates and maintaining inflation credibility. Aviation fares rose 10% month-on-month, with further fuel surcharges expected. The situation signals a second cost-of-living crisis emerging rapidly.
93. https://www.scmp.com/economy/global-economy/article/3350993/america-first-fed-trump-nominee-kevin-warsh-signals-monetary-sovereignty-push-analysts?utm_source=rss_feed - Kevin Warsh, US Federal Reserve chair nominee, outlined a policy vision prioritising domestic productivity and monetary sovereignty during his Senate confirmation hearing. Analysts at China International Capital Corporation (CICC) noted this marks a shift from acting as a global central bank to tightly controlling liquidity to safeguard the US dollar. While Warsh reiterated plans to reduce the central bank's balance sheet with the Treasury, Citic Securities analysts suggest implementation will be gradual to prevent market flooding.
94. https://semiengineering.com/tsv-complexity-leads-to-manufacturing-bottleneck/ - The AI boom has caused shortages of high-bandwidth memory (HBM) and advanced assembly capacity due to the complexity of fabricating through-silicon vias (TSVs). As TSV dimensions shrink to support 3D chip stacking, manufacturing challenges such as etching, filling, and revealing have increased costs and error rates. Only a limited number of firms possess the leading-edge capabilities required to meet the exploding demand for 2.5D and 3D systems, straining the global supply chain.
95. https://www.hokanews.com/2026/04/china-gold-imports-hit-2-year-high-as.html - China recorded gold imports of 162 tonnes in March, marking a two-year high. The People's Bank of China extended its consecutive gold buying streak to 17 months. Total official gold holdings have reached a record 2,313 tonnes. This accumulation reflects a sustained strategy to diversify national reserves amid shifting global economic conditions.
96. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5265178-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D8%B1%D8%AA%D9%81%D8%B9-%D8%A8%D8%B9%D8%AF-%D8%AA%D9%85%D8%AF%D9%8A%D8%AF-%D8%A3%D9%85%D9%8A%D8%B1%D9%83%D8%A7-%D9%84%D9%88%D9%82%D9%81-%D8%A7%D9%84%D9%86%D8%A7%D8%B1-%D9%85%D8%B9-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86 - Gold prices increased by 0.9% to $4,755.11 per ounce on Wednesday following the US extension of a ceasefire with Iran. The move alleviated inflation concerns and reduced pressure on interest rates. US President Donald Trump announced the indefinite extension to facilitate peace talks. Consequently, stocks rose, the dollar fell, and oil prices dropped. Analysts from Standard Chartered noted the price rise is fragile but expect precious metals to test record highs. Kevin Warsh, a Federal Reserve nominee, stated he made no promises to Trump regarding interest rate cuts.
97. https://www.skynewsarabia.com/business/1865539-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D8%B1%D8%AA%D9%81%D8%B9-%D8%AA%D8%B1%D8%A7%D8%AC%D8%B9-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%B9%D9%82%D8%A8-%D8%AA%D9%85%D8%AF%D9%8A%D8%AF-%D8%A7%D9%84%D9%87%D8%AF%D9%86%D8%A9-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86 - Gold prices increased by 0.9% to $4,755.11 per ounce and June futures rose 1.1% to $4,772.90. The US dollar fell and oil prices dropped following US President Donald Trump's announcement to extend the ceasefire with Iran. Analysts note that the extension reduces conflict risks, potentially lowering oil prices and inflation expectations, which supports gold as a safe haven. Standard Chartered expects gold to recover and test record levels despite short-term volatility.
98. https://www.skynewsarabia.com/business/1865517-%D8%A5%D9%84%D9%89-%D8%AA%D8%AA%D8%AC%D9%87-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8 - Morgan Stanley analysts have reduced their gold price forecast to $5,200 per ounce by the second half of 2026, down from a previous target of $5,700. The downgrade reflects a reassessment of gold's role as a safe haven amid shifting macroeconomic conditions, including higher US bond yields, a strong dollar, and reduced expectations for Federal Reserve interest rate cuts. While geopolitical tensions between the US and Iran remain a factor, analysts note that the peak of the confrontation may have passed, diminishing immediate safe-haven demand. Central bank activity also played a role, with significant sales by the Turkish central bank offsetting purchases by other nations like Poland and China. Despite short-term headwinds, experts suggest gold could still rise to $6,000 in the medium term driven by global demand.
99. https://www.energytrend.com/news/20260422-51287.html - Lians Technology announced on April 16 that it has commenced stable mass production of 765W high-power Heterojunction (HJT) multi-slice modules at its Meishan base. This marks the official commissioning of the world's first GW-level production line for this technology. The modules feature self-developed 0BB silver-coated copper cells, achieving a mass-production efficiency exceeding 24.63% and a bifaciality of 95%. The technology aims to reduce system costs and optimize Levelized Cost of Electricity (LCOE) for various solar applications.
100. https://ekonomi.haber7.com/ekonomi/haber/3622053-degerli-metallerde-yeni-donem-uzmanlar-2026-icin-kritik-esik-dedi - The Silver Institute reports a projected 46.3 million ounce supply deficit for the silver market in 2026, representing a 15% increase from the previous year. This marks the sixth consecutive year of supply shortages. While investment demand is expected to rise by 18%, industrial consumption is forecast to fall by 2% due to declines in photography, jewellery, and silverware. Recycling is anticipated to increase by 7%, yet this remains insufficient to offset the supply gap. Geopolitical tensions in the Middle East are expected to cause short-term volatility, but long-term optimism persists due to inflationary pressures and expectations of looser monetary policy, which support non-yielding assets like silver and gold.
101. https://newtalk.tw/news/view/2026-04-22/1031175 - Gold prices fell to approximately $4,766 per ounce as market caution increased ahead of a potential two-week ceasefire between the US and Iran. Despite US and Iranian officials expressing willingness to resume talks, disagreements over blockade measures and conditions heightened uncertainty, dampening safe-haven demand. Concurrently, stronger-than-expected US retail sales and housing data reinforced economic resilience, reducing the appeal of gold. Heraeus noted that while long-term避险 value remains, short-term volatility is driven by speculative capital and technical trading, with supply concerns persisting due to reduced exploration in greenfield projects.
102. https://www.dostor.org/5519039 - Global spot gold prices reached approximately $4761.88, marking a 0.88% daily increase and a 16.28% rise over six months. The surge reflects investor demand for safe-haven assets amid global economic uncertainty and geopolitical tensions, particularly regarding negotiations between Iran and the United States. Yearly gains reached 40.74%, with monthly increases of 6%. Analysts predict continued upward movement in the near term due to ongoing political and economic ambiguity.
103. https://ekonomi.haber7.com/ekonomi/haber/3622053-degerli-metallerde-yeni-donem-uzmanlar-2026-icin-kritik-esik-dedi - The Silver Institute reports a projected 46.3 million ounce supply deficit for the silver market in 2026, representing a 15% increase from the previous year. This marks the sixth consecutive year of supply shortages. While investment demand is expected to rise by 18%, industrial consumption is forecast to fall by 2% due to declines in photography, jewellery, and silverware. Recycling is anticipated to increase by 7%, yet this remains insufficient to offset the supply gap. Geopolitical tensions in the Middle East are expected to cause short-term volatility, but long-term optimism persists due to inflationary pressures and expectations of looser monetary policy, which support non-yielding assets like silver and gold.
104. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-to-near-7850-as-oil-price-corrects-202604220625 - Silver prices (XAG/USD) increased 2.3% to approximately $78.50 during early European trade on Wednesday. The rise coincided with a correction in oil prices, which fell 2.3% to around $87.60. The inverse relationship between silver and oil is attributed to inflation expectations and central bank interest rate policies. Additional support came from a slight decline in the US Dollar Index (DXY) following US President Donald Trump's announcement regarding a ceasefire extension with Iran. Kevin Warsh, a Federal Reserve chairman nominee, also testified before the Senate Banking Committee.
105. https://al-sharq.com/article/22/04/2026/%D8%A7%D8%B1%D8%AA%D9%81%D8%A7%D8%B9-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D8%B9%D9%82%D8%A8-%D8%AA%D9%85%D8%AF%D9%8A%D8%AF-%D8%A7%D9%84%D9%88%D9%84%D8%A7%D9%8A%D8%A7%D8%AA-%D8%A7%D9%84%D9%85%D8%AA%D8%AD%D8%AF%D8%A9-%D9%88%D9%82%D9%81-%D8%A5%D8%B7%D9%84%D8%A7%D9%82-%D8%A7%D9%84%D9%86%D8%A7%D8%B1-%D9%85%D8%B9-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86 - Gold prices increased following the United States extension of a ceasefire with Iran. The move alleviated inflation concerns and reduced fears of sustained interest rate hikes. Spot gold rose 0.9% to $4,755.11 per ounce, while US futures for June delivery climbed 1.1% to $4,772.90. Other precious metals including silver, platinum, and palladium also gained value. US President Donald Trump announced the extension pending a permanent conflict resolution proposal from Tehran, reportedly at Pakistan's request.
106. https://www.fxstreet.com/news/eur-usd-asymmetric-risk-skew-on-ceasefire-and-fed-politics-commerzbank-202604220618 - Commerzbank's Michael Pfister argues that extended ceasefire with Iran and Strait of Hormuz closure keep global inflation risks elevated. He notes renewed tensions would likely support the US Dollar more than a deal would lift the Euro. Political noise around the Federal Reserve and Kevin Warsh means US Dollar issues will persist despite the ceasefire extension.
107. https://www.fxstreet.com/news/usd-recovery-restrained-as-conflict-risk-seen-low-dbs-202604220655 - DBS Group Research economist Chang Wei Liang notes that the US Dollar rebound is capped by low conflict risks despite oil prices rising toward $100 due to stalled Iran-US talks. Analysts predict Fed Chair nominee Kevin Warsh may favour rate cuts due to beliefs in AI's disinflationary impact, limiting the Dollar's upside. Market volatility is expected to increase as geopolitical tensions persist, but a re-escalation into conflict remains unlikely.
108. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-to-near-7850-as-oil-price-corrects-202604220625 - Silver prices (XAG/USD) increased 2.3% to approximately $78.50 during early European trade on Wednesday. The rise coincided with a correction in oil prices, which fell 2.3% to around $87.60. The inverse relationship between silver and oil is attributed to inflation expectations and central bank interest rate policies. Additional support came from a slight decline in the US Dollar Index (DXY) following US President Donald Trump's announcement regarding a ceasefire extension with Iran. Kevin Warsh, a Federal Reserve chairman nominee, also testified before the Senate Banking Committee.
109. https://smallcaps.com.au/article/iltani-resources-resumes-orient-silver-indium-exploration-after-queensland-wet-season - Iltani Resources has resumed exploration activities at the Orient silver-indium project in northern Queensland following the annual wet season. The company plans to significantly ramp up drilling, targeting 115 reverse circulation holes to infill existing resources and test new prospects within the Herberton mineral field. Recent assays from the Link Zone demonstrated high-grade silver and indium intercepts, supporting an increased Exploration Target for Orient West and Orient East. The project is located approximately 120km southwest of Cairns.
110. https://smallcaps.com.au/article/caspin-resources-divests-mount-squires-project-to-focus-on-bygoo-tin - Caspin Resources (ASX: CPN) has agreed to divest its 100% interest in the Mount Squires project to Agrimin (ASX: AMN) for 5 million ordinary shares, 5 million options, and 5 million performance rights. The transaction allows Caspin to focus on its Bygoo tin project in New South Wales, which recently reported promising drilling results. Caspin will retain a 1% net smelter royalty on future production. Agrimin acquires the project via Caspin's subsidiary, Opis Resources, gaining access to 480 km² of exploration ground in Western Australia.
111. https://www.graphene-info.com/adisyn-reports-advancement-low-temperature-graphene-production - Adisyn has successfully deposited a continuous graphene layer on a 1cm by 1cm surface using an industrial Atomic Layer Deposition system at temperatures below 450°C. This achievement, achieved through its subsidiary 2D Generation, addresses performance limitations of copper interconnects in advanced chips. The company plans to optimize film quality, ensure repeatability, and scale from coupon-level to wafer-level substrates. The technology aims to enable graphene to replace copper in next-generation semiconductor manufacturing.
112. https://dinarchronicles.com/2026/04/22/david-e-atterton-what-basel-iii-gold-tier-1-actually-means-for-anyone-watching-the-reset/ - Global central bank gold holdings exceeded 36,200 tonnes by 2025, with purchases reaching 3,220 tonnes between 2022 and 2024. In 2025, another 863 tonnes were acquired. The World Gold Council 2025 survey indicates 43% of central banks plan to increase holdings, with zero planning to decrease. This shift follows the 2019 Basel III reclassification of gold from a Tier 3 to a Tier 1 reserve asset, allowing it to be counted at 100% of market value. The Bank for International Settlements finalised the rule change, phased in through 2021 to 2023. The London Bullion Market Association publicly denies the reclassification occurred.
113. https://investorsking.com/2026/04/22/gold-prices-rebound-as-iran-ceasefire-eases-oil-driven-inflation-fears/ - Gold prices rose approximately 1.1 percent to $4,760 per ounce on Wednesday, driven by a temporary extension of the ceasefire between the United States and Iran. This development reduced fears of Middle East escalation and subsequent disruptions to global oil supplies, moderating inflation expectations. Lower oil prices and stable interest rate policies supported demand for the safe-haven asset. Despite the rebound, analysts caution that volatility remains elevated due to lingering geopolitical tensions and uncertainty regarding future Federal Reserve monetary policy.
114. https://unn.ua/news/zoloto-dollar4723-tsiny-stabilizuvalysia-pislia-padinnia-na-tli-peremyria-ssha-z-iranom - Spot gold prices rose 0.1% to $4,723.70 per ounce as markets stabilised following a two-day decline. The previous drop of over 2% occurred after US President Donald Trump extended a ceasefire with Iran despite stalled negotiations. Analysts note the market has priced in current geopolitical risk and awaits further escalation or macroeconomic shifts. Additional pressure stems from expectations of tighter US monetary policy and Indian banks suspending gold imports due to lack of government permission.
115. https://slguardian.org/fed-nominee-kevin-warsh-pushes-for-regime-change-at-us-central-bank/ - Federal Reserve nominee Kevin Warsh proposed a major overhaul of the US central bank's inflation strategy and policy framework during a Senate Banking Committee hearing. Warsh blamed past decisions for post-pandemic inflation and argued for a new accountability model. The hearing became politically charged as lawmakers questioned his independence from President Donald Trump and his refusal to acknowledge the 2020 election loss. Warsh signaled alignment with lower interest rates while emphasising monetary policy independence. His confirmation remains uncertain due to political disputes and a Justice Department review.
116. https://www.goodreturns.in/news/gold-rates-silver-rates-today-live-22-april-2026-mcx-gold-silver-price-24k-22k-18k-gold-prices-today-1503749.html - On 22 April 2026, physical gold rates fell while MCX silver prices increased by 2.5%. The decline in gold was attributed to reduced buying appetite following US President Donald Trump's extension of a ceasefire with Iran and the Senate confirmation hearing of Federal Reserve Chair nominee Kevin Warsh. Despite the conflict, gold remains down nearly 10% since the conflict began.
117. https://www.miningfeeds.com/chile-targets-faster-permitting-to-advance-us100-billion-in-mining-projects/ - Chile's government, led by Minister of Economy and Mining Daniel Mas Valdés, aims to accelerate over US$100 billion in mining projects awaiting approval. The strategy involves the MAS Law to streamline 200 procedures, reducing permitting times by roughly 30% while maintaining environmental standards. Early signs show US$17 billion in projects entering environmental review under President José Antonio Kast. The initiative addresses delays that risk Chile falling behind competitors, despite structural challenges like declining ore grades and limited refining capacity.
118. https://www.actionforex.com/live-comments/637835-gold-and-silver-recover-as-us-extends-iran-ceasefire-but-technical-weakness-emerges/ - Gold and silver prices stabilised following the US extension of the Iran ceasefire, which alleviated immediate escalation fears. This development offset earlier declines caused by the cancellation of JD Vance's diplomatic trip. However, technical analysis indicates both metals are showing signs of exhaustion and vulnerability to a near-term bearish reversal. Key support levels for gold and silver are under scrutiny, with potential downside risks identified if these levels break.
119. https://www.actionforex.com/contributors/fundamental-analysis/637815-a-new-rra-for-the-fed-looking-back-on-kevin-warshs-us-senate-hearing-market-reactions/ - Kevin Warsh's Senate confirmation hearing for Federal Reserve Chairmanship caused a market pullback as he outlined plans to reform the Fed, including dropping forward guidance and reducing the balance sheet. The testimony, delivered amid geopolitical tensions in the Middle East, led to declines in equities and metals while the US Dollar strengthened. Wall Street reacted negatively to the shift away from accommodative policy, with odds for Warsh's timely mandate dropping significantly following earlier political delays.
120. https://www.australianmining.com.au/mca-backs-push-to-cut-red-tape/ - The Minerals Council of Australia (MCA) supports a call by nearly 30 industry groups to reduce regulatory costs by 25 per cent by 2030. Led by the Alliance of Industry Associations, the initiative aims to address slow approvals and overlapping regulations that undermine Australia's mining competitiveness. The MCA warns that complex bureaucracy exposes Australian projects to competition from resource-rich economies with lower regulatory costs. The push is part of a 2026-27 Pre-Budget Submission highlighting how duplication across federal, state, and local governments increases project delays and economic costs.
121. https://www.australianmining.com.au/triple-digit-growth-drives-regis-resources-expansion/ - Regis Resources announced a 120 per cent surge in ore reserves at its Garden Well underground operation in Western Australia for the 12 months to 31 December 2025. Managing director and chief executive officer Jim Beyer attributed the growth to a disciplined exploration strategy. The company also reported reserve growth at Rosemont and Tropicana sites, and released an initial mineral resource estimate for the Southern Star deposit in the Duketon region. This marks the sixth consecutive year of underground resource and reserve growth.
122. https://stockhead.com.au/stockhead-tv/stocktake/stocktake-fieldwork-begins-across-bisons-carlin-trend-portfolio/ - Bison Resources has commenced a field exploration program across four projects in northeast Nevada, covering 312 unpatented mining claims within the Carlin Trend. The initiative targets the Ruby Lake, Cherry Springs, Bald Peaks, and Medicine Range sites to explore carbonate-hosted precious metal deposits. This development is part of the company's broader exploration strategy in the region.
123. https://www.pv-magazine.com/2026/04/22/u-s-startups-announce-partnership-to-offer-domestic-perovskite-silicon-tandem-solar-modules/ - Solx and Caelux announced a five-year strategic partnership to manufacture perovskite-silicon tandem solar modules in Puerto Rico. The deal involves Solx delivering 3 GW of Aurora modules using Caelux Active Glass by 2027. The hybrid modules target 28% efficiency. This collaboration aims to establish an all-domestic U.S. solar supply chain, involving Suniva and Corning, and is expected to create jobs while enhancing energy security.
124. https://europeanbusinessmagazine.com/business/golds-three-week-rally-is-starting-to-crack-and-the-market-knows-it/?utm_source=rss&utm_medium=rss&utm_campaign=golds-three-week-rally-is-starting-to-crack-and-the-market-knows-it - Gold prices rose for three weeks to approximately $4,782 per ounce on 21 April 2026, driven by a weaker US Dollar Index, lower Treasury yields, and soft inflation data. However, analysts warn the rally lacks a fundamental safe-haven driver and relies on temporary financial easing. With inflation remaining above the Federal Reserve's 2 per cent target, the market faces significant risk if economic data or Fed communication signals a slower easing trajectory. European investors are advised to distinguish between long-term structural demand and the current tactical vulnerability of the price trend.
125. https://bitcoinethereumnews.com/finance/gold-rises-as-us-iran-ceasefire-hits-usd-upside-seems-limited/?utm_source=rss&utm_medium=rss&utm_campaign=gold-rises-as-us-iran-ceasefire-hits-usd-upside-seems-limited - Gold prices increased during the Asian session on Wednesday following a temporary extension of the US-Iran ceasefire announced by US President Donald Trump. The US Dollar weakened in reaction, providing support to the commodity. However, concerns regarding the Strait of Hormuz, ongoing US naval blockades, and hawkish comments from Fed Chair nominee Kevin Warsh limit upside potential. Technical indicators suggest a cautiously bearish bias with resistance near $4,912.
126. https://www.channelnewsasia.com/asia/malaysia-semiconductor-sector-geopolitical-tensions-middle-east-conflict-critical-materials-6072266 - The Malaysia Semiconductor Industry Association reports that the sector is navigating geopolitical tensions, particularly regarding Middle East conflicts. While assembly and packaging processes face minimal helium disruption, five wafer fabrication plants require careful supply management. Industry leaders warn that prolonged disruptions in the Strait of Hormuz could deplete inventories, increase logistics costs, and necessitate alternative supply routes to meet customer demand.
127. https://www.businesstoday.in/mutual-funds/story/equity-vs-gold-a-16-year-relay-race-that-just-took-a-surprising-turn-526776-2026-04-22?utm_source=rssfeed - A comparative analysis of a systematic investment plan (SIP) in HDFC Flexi Cap Fund versus gold from April 2010 to April 2026 shows gold marginally outperforming equities. As of April 2026, a monthly ₹5,000 SIP in gold grew to approximately ₹3.84 crore, surpassing the ₹3.46 crore accumulated in the HDFC Flexi Cap Fund. This shift follows a sharp rally in gold driven by geopolitical tensions and inflation concerns, reversing a decade-long trend where equities dominated. Experts note that market leadership between asset classes is cyclical rather than linear.
128. https://www.fool.com/investing/2026/04/22/have-global-tensions-affected-the-price-of-wheaton/ - Shares of Wheaton Precious Metals (WPM) have risen over 75% in the past year but experienced a 30% decline, influenced by geopolitical tensions and precious metal price volatility. The company's business model involves providing upfront capital to miners in exchange for the right to purchase gold and silver at reduced prices. While gold and silver hit all-time highs in early 2026, a recent drop in prices following Middle East conflicts negatively impacted WPM, particularly due to its heavy focus on silver. Although prices have recovered, analysts warn of potential speculative bubbles and advise caution for investors.
129. https://www.spokesman.com/stories/2026/apr/21/five-things-learned-at-fed-nominee-warshs-senate-h/ - Federal Reserve Chair nominee Kevin Warsh testified before the Senate Banking Committee on Tuesday. He refused to confirm President Donald Trump's view that interest rates are too high, stating he would keep politics out of monetary policy. Warsh declined to comment on Governor Lisa Cook's legal battle or President Trump's investigation of Chair Jerome Powell. He proposed reforms including fewer policy meetings, better inflation measurement using trimmed averages, and increased cooperation with the Treasury. Warsh did not commit to holding news conferences after each meeting, prioritising truth-seeking over repetition. He acknowledged potential AI-driven productivity gains but expressed caution regarding their impact on the labour market.
130. https://mining.com.au/group-6-metals-brings-on-hmr-for-underground-drilling/ - Group 6 Metals has secured a binding contract worth up to $120 million with HMR Drilling Services for underground mining development and production at the Dolphin Tungsten Mine in Tasmania. The agreement, valued between $110 and $120 million, covers an initial three-year term starting within 60 days, with an option to extend for 12 months. The partnership aims to de-risk the project's transition to underground operations, with HMR expected to employ up to 95 people. Group 6 will continue processing ore stockpiles while supplementing them with high-grade underground ore.
131. https://mining.com.au/impact-minerals-finds-massive-commonwealth-sulphides/ - Impact Minerals has discovered massive sulphides and high-grade precious and base metal assays at its Commonwealth Gold-Silver Project in New South Wales. The finding follows the completion of two diamond drill holes, with visible mineralisation expected in the remaining four holes. Kuniko funded the program via a joint venture agreement allowing it to earn up to a 70% interest. The project, located 100km north of Orange, shows resources within 250 metres of surface and remains open at depth. Impact Managing Director Mike Jones anticipates a substantial increase in resources following upcoming results.
132. https://mining.com.au/athena-gold-eyes-new-discovery-at-laird-lakes-g1/ - Athena Gold Corporation reported successful diamond drilling results at its flagship Laird Lake project in Ontario, Canada. The maiden program, commencing in April 2026, intersected broad zones of prospective sulphide mineralisation within banded iron formation and mafic volcanic rocks. CEO Koby Kushner described the visual results as exciting, validating the geological model against historical SkyTEM data. The company is replacing its initial rig with a larger drill to test deeper anomalies and plans to explore new targets on the east side of the lake.
133. https://hoodline.com/2026/04/union-city-shocks-silicon-valley-snags-first-u-s-ai-chip-packaging-hub/ - Japanese materials firm Resonac opened the first U.S. research center dedicated to advanced semiconductor packaging in Union City, California. The facility houses the US-JOINT consortium, a co-investment group of U.S. and Japanese companies including KLA, Kulicke & Soffa, 3M, and Toppan. The center features cleanrooms to accelerate proof-of-concept work for AI server and data center hardware. This development aims to strengthen ties between Silicon Valley chip customers and Japanese suppliers, potentially creating jobs and shortening development timelines for the AI supply chain.
134. https://reneweconomy.com.au/china-giant-launches-featherweight-solar-modules-to-help-get-pv-on-more-rooftops/?utm_source=rss&utm_medium=rss&utm_campaign=china-giant-launches-featherweight-solar-modules-to-help-get-pv-on-more-rooftops - JinkoSolar unveiled the Light Diamond solar module, weighing 16.2 kilograms with 24.94 per cent efficiency. Designed for low-load bearing roofs, the module reduces project weight by approximately 20 tonnes per megawatt compared to conventional double-glass modules. The product features reinforced frames and adhesive films, offering high load capacity against snow and wind. It delivers 560 W output and includes a 30-year power warranty, aiming to expand solar installation on roofs previously unsuitable for panels.
135. https://stockhead.com.au/resources/wa-gold-scoping-study-charts-path-to-early-abercromby-production/ - WA Gold has released a scoping study for its Abercromby project in Western Australia, forecasting $243-$297 million in pre-tax cash flow over an initial 4.5-year operation. The study outlines a staged development starting with a 2-year open pit followed by a 2.5-year underground phase, utilizing toll treatment at a nearby facility. With a low capital requirement of $8 million and a projected payback period of 1.5 years, the company targets first production late next year. The project retains significant upside potential as only 20% of the total resource is included in the initial plan.
136. https://www.newsghana.com.gh/caca-urges-minister-to-terminate-bogoso-prestea-lease-as-review-nears-conclusion/ - The Catchment Area Community Alliance (CACA) has urged the Minister for Lands and Natural Resources to terminate the mining lease held by Heath Goldfields Limited at the Bogoso–Prestea site. Speaking at a press conference, CACA legal counsel Martin Kpebu argued that the company is financially unsound and has failed to meet inherited obligations from the previous operator, Future Global Resources. CACA also raised legal concerns regarding a $65 million financing agreement with Trafigura, alleging it violates Ghanaian law by encumbering national assets without proper parliamentary ratification. With only $30 million of a revised $205 million financing plan disbursed, CACA calls for immediate lease revocation under the Minerals and Mining Act, 2006.
137. https://www.newsghana.com.gh/expired-120-day-notice-unresolved-breaches-pressure-mounts-on-heath-goldfields-limited/ - Lawyer Maretin Kpebu stated that Heath Goldfields Limited (HGL) has failed to remedy serious breaches at the Bogoso-Prestea mine, including underground flooding and non-operational treatment plants, after a 120-day notice expired in June 2025. The Minerals Commission is conducting a fresh technical inspection to assess compliance. Stakeholders anticipate the inspection will support the Minister for Lands and Natural Resources in terminating the mining leases due to persistent safety and operational failures.
138. https://economictimes.indiatimes.com/markets/commodities/news/gold-rises-as-oil-weakens-after-us-extends-ceasefire-with-iran/articleshow/130429965.cms - Spot gold prices rose 0.6% to $4,739.94 per ounce following a decline in oil prices after the US extended a ceasefire with Iran indefinitely. The development eased inflation fears and reduced expectations for higher interest rates. US President Donald Trump announced the extension unilaterally. Concurrently, US gold futures gained 0.8%, while the dollar eased and stocks increased. Gold exports from Switzerland also saw a 30% month-on-month rise in March.
139. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-moves-away-from-one-week-low-climbs-to-7750-202604220110 - Silver (XAG/USD) trades near mid-$77.00, holding above the 200-period Simple Moving Average but facing resistance at the 23.6% Fibonacci retracement level of $77.76. Technical indicators, including the MACD and RSI, suggest a neutral to slightly bearish near-term tone. A sustained break above $77.76 could lead to gains toward $82.90, while a drop below $74.59 exposes deeper support levels. The analysis notes a mixed technical setup warranting caution for aggressive directional bets.
140. https://dollarcollapse.com/france-was-first-to-call-the-petrodollar-bluff-then-theyre-calling-it-again/ - In January 2026, the Banque de France completed the repatriation of its remaining 129 tonnes of gold from the Federal Reserve Bank of New York to domestic storage in La Souterraine, south of Paris. The move generated a €13 billion capital gain due to technical compliance with updated international bar standards. This action marks the full domestic holding of French gold reserves, following a historical precedent set by Charles de Gaulle in the 1960s that preceded the collapse of the Bretton Woods system.
141. https://dollarcollapse.com/top-three-videos-april-22-2026/ - Chris Vermeulen, chief market strategist at The Technical Traders, predicts a final euphoric market phase for the S&P 500 followed by a potential 44-54% crash resembling the 2008 financial crisis. He attributes this risk to private credit contagion involving Blackstone, BlackRock, and Blue Owl, which could trigger banking system stress. Vermeulen currently holds 70% of his portfolio in cash and forecasts gold could reach $8,000 or correct to $3,400-$3,500, while silver faces a binary outcome between $40 and $166-$175. He identifies a US Dollar Index breakout above 100 as a key signal for the upcoming reset.
142. https://www.brisbanetimes.com.au/business/the-economy/no-sock-puppet-what-to-expect-from-trump-s-pick-for-the-fed-chair-20260422-p5zpzg.html?ref=rss&utm_medium=rss&utm_source=rss_feed - Kevin Warsh, Donald Trump's nominee for Federal Reserve chair, repeatedly denied during his confirmation hearing that he would act as a 'sock puppet' for the president regarding interest rate decisions. Warsh stated Trump never instructed him to predetermine rates, contrasting his testimony with Trump's public expectation that rates would fall. The article notes Warsh's shift from a monetary hawk to a dove, his criticism of the Fed's balance sheet and forward guidance, and the potential risks of his proposed policy changes amidst high US debt and inflation.
143. https://economictimes.indiatimes.com/markets/commodities/news/gold-rises-as-oil-weakens-after-us-extends-ceasefire-with-iran/articleshow/130429965.cms - Spot gold prices rose 0.6% to $4,739.94 per ounce following a decline in oil prices after the US extended a ceasefire with Iran indefinitely. The development eased inflation fears and reduced expectations for higher interest rates. US President Donald Trump announced the extension unilaterally. Concurrently, US gold futures gained 0.8%, while the dollar eased and stocks increased. Gold exports from Switzerland also saw a 30% month-on-month rise in March.
144. https://www.weex.com/news/detail/wallers-statement-shows-a-tendency-towards-interest-rate-cuts-and-the-federal-reserves-policy-may-be-adjusted-698111 - Kevin Warsh, Federal Reserve Chair nominee, stated during a Senate Banking Committee hearing that he opposes normalizing quantitative easing and advocates for a gradual reduction of the Federal Reserve's balance sheet. His comments indicate a tendency towards interest rate cuts, suggesting a potential correction to the narrative of persistent dollar liquidity flooding.
145. https://www.cbsnews.com/news/gold-safe-haven-with-inflation-rising-april-2026/ - A surge in US inflation to 3.3% in March, driven by energy shocks linked to conflict in Iran, has renewed investor focus on gold as a hedge. While gold retains its reputation as a safe haven during uncertainty, high interest rates and recent price volatility complicate its effectiveness. Experts advise that gold should not be viewed as a guaranteed shield but rather as a component of a diversified investment strategy to protect purchasing power amidst economic stress.
146. https://kalkinemedia.com/us/stocks/gold/gold-outlook-today-whats-next-for-markets-and-nyse-composite - Gold continues to capture market attention as global uncertainties and economic signals shape its direction. The metal remains a key safe-haven asset, balancing investor portfolios alongside equity benchmarks. Barrick Gold Corporation is highlighted as a leading global gold mining company reflecting broader sentiment trends. Market direction is influenced by macro signals including currency movements, geopolitical tensions, and central bank actions, with investors tracking safe-haven momentum in a consolidation phase.
147. https://www.3dincites.com/2026/04/trends-in-semiconductor-manufacturing-wafer-level-and-panel-level-packaging/ - ACM Research is expanding its portfolio of process solutions to support wafer-level and panel-level packaging, driven by demand for heterogeneous integration in AI and HPC sectors. The company leverages front-end semiconductor processing expertise to deliver electrochemical plating, wet processing, and PECVD technologies. These solutions address challenges in uniformity, defect control, and sustainability for high-volume manufacturing, enabling tighter geometries and improved performance across advanced packaging architectures.
148. https://www.cargobreakingnews.com/dholera-sez-sets-stage-for-indian-it-boom/ - India has formally notified a new Special Economic Zone in Dholera, Gujarat, to be developed by Tata Semiconductor Manufacturing. Spanning 66,166 hectares, the zone is dedicated to electronic hardware, software, and IT/ITES services and will host the first semiconductor fabrication plant. The project is expected to generate 21,000 jobs and aims to streamline approvals and logistics for the semiconductor supply chain, positioning India as a global hub for production.
149. https://www.usmoneyreserve.com/news/podcast/rebuilt-around-hard-assets-a-new-way-to-think-about-portfolios/ - Mike Barnes and Philip N. Diehl of U.S. Money Reserve discuss a shift in portfolio strategy from the traditional 60/40 model to a 60/20/20 allocation including gold. Diehl, former Director of the U.S. Mint, explains that this approach has outperformed traditional methods over the past two decades due to inflation and market dynamics. The episode highlights growing adoption by financial advisors and institutions, driven by client demand and top-down recommendations, to safeguard financial futures against uncertainty in traditional assets.
150. https://economictimes.indiatimes.com/news/international/us/gold-prices-fall-sharply-as-trump-extends-iran-ceasefire-strong-dollar-and-high-rates-add-pressure/articleshow/130429286.cms - Gold prices dropped sharply, falling up to 3.1% before recovering slightly, after Donald Trump announced the extension of the ceasefire with Iran. This development reduced market fear, prompting investors to sell gold. Simultaneously, a stronger US dollar and rising US Treasury yields increased pressure on the metal. Spot gold fell 2.1% to $4,720.04 per ounce in New York. The decline follows a broader 11% drop since late February, driven by cooling tensions, currency strength, and expectations of sustained high interest rates.
151. https://ceoworld.biz/2026/04/21/has-global-gold-production-really-peaked-or-is-a-new-supply-cycle-beginning/ - Global gold mine output reached a record 3,672 metric tons in 2025, yet growth has stalled due to structural constraints including rising costs and deeper deposits. Meanwhile, total demand surpassed 5,000 metric tons, creating a supply gap bridged by recycled gold. The World Gold Council reports that identified reserves may last less than two decades at current rates. Prices trade above $5,500 per ounce as central banks and investors treat gold as a strategic asset, shifting the industry focus from volume to margin and optionality.
152. https://timeskuwait.com/safe-haven-rush-drives-sharp-spike-in-gold-and-silver-demand/ - Kuwait's precious metals market saw a tenfold surge in volumes during January and February 2026, reaching 70.18 tons compared to 6.4 tons in the same period of 2025. Driven by regional tensions, silver accounted for 90.5% of the total, while gold represented 8.7%. Stamping fees rose 227% to 996,070 dinars. The Ministry of Commerce reported increased demand for bullion and jewelry as investors sought safe-haven assets amidst escalating conflict.
153. https://www.financemagnates.com/trending/why-silver-is-falling-today-this-xagusd-price-prediction-shows-70-bearish-target/ - Silver prices dropped 3.8% to $76.55 per ounce on April 21, 2026, marking the steepest single-day decline in a month. The decline was driven by a strengthening US Dollar Index, rising inflation expectations linked to Brent crude near $95, and market uncertainty surrounding the expiration of the US-Iran ceasefire on Wednesday. Additionally, the Senate confirmation hearing for Federal Reserve Chair nominee Kevin Warsh introduced policy uncertainty. Despite a projected 2026 silver market deficit of 46.3M oz, paper market selling pressures continue to weigh on prices.
154. https://kalkinemedia.com/uk/stocks/metals-and-mining/rockfire-drilling-update-sparks-fresh-market-interest - Rockfire Resources reported encouraging drilling results at its Molaoi project in Greece, confirming mineralisation at the southern boundary of the licence area. The findings, including zinc, germanium, silver, and lead, support a narrative of potential resource expansion beyond current limits. Portable XRF readings also indicated significant mineralised zones at depth. These developments have renewed market attention on the company's exploration program within the FTSE AIM 50.
155. https://www.eenews.net/articles/house-panel-approves-contentious-mining-bills/ - The House Natural Resources Committee approved two mining bills and a separate package including fisheries and geothermal measures on Tuesday. The panel voted 21-16 on H.R. 1501, the Protect Domestic Mining Act, sponsored by Republican Reps. Jefferson Shreve and Blake Moore. The legislation codifies a 2021 rule allowing expedited permitting for all mining projects under the FAST Act and blocks a Biden-era proposal to limit such treatment to critical minerals only. An amendment by Chair Bruce Westerman adds minerals processing to the proposal.
156. https://stockhead.com.au/tech/adisyn-sharpens-graphene-edge-as-helium-shortage-hits-chip-manufacturing/ - Adisyn is advancing its graphene technology to address helium shortages affecting semiconductor manufacturing. A geopolitical conflict in Qatar has disrupted global helium supply, impacting chip cooling and production. Adisyn, via its subsidiary 2D Generation, has developed a method to deposit graphene layers at lower temperatures compatible with standard industrial equipment. This approach aims to replace copper interconnects, reducing heat and potentially lowering the need for helium-intensive cooling systems. The company is currently moving from proof-of-concept to wafer-scale validation.
157. https://www.zerohedge.com/markets/gold-vs-erupting-financial-volcano - Matthew Piepenburg argues that the global financial system is nearing a catastrophic eruption due to oil supply deficits, bond market dysfunction, and US debt levels. He highlights a disconnect between high stock markets and falling consumer confidence, citing a historic oil deficit and rising sovereign bond yields as warning signs. The author predicts the decline of US dollar hegemony and advocates for gold as a safe haven against currency destruction and economic collapse.
158. https://barometercapital.ca/breadth-firms-as-inflation-and-cyclical-themes-persist/?utm_source=rss&utm_medium=rss&utm_campaign=breadth-firms-as-inflation-and-cyclical-themes-persist - Barometer Capital reports improved market breadth across short, intermediate, and long-term measures, reinforcing its view of a structural bull market. The firm increased exposure to gold mining positions as an inflation hedge due to rising energy prices contributing to CPI. Positioning shifted toward cyclical sectors, including consumer discretionary, transports, rails, and copper, while reducing cash levels to approximately 10%. Capital was deployed into precious metals, industrial chemicals, gases, and financials. The firm monitors geopolitical risks related to the Iran situation and the Strait of Hormuz.
159. https://www.financemagnates.com/trending/why-silver-is-falling-today-this-xagusd-price-prediction-shows-70-bearish-target/ - Silver prices dropped 3.8% to $76.55 per ounce on April 21, 2026, marking the steepest single-day decline in a month. The decline was driven by a strengthening US Dollar Index, rising inflation expectations linked to Brent crude near $95, and market uncertainty surrounding the expiration of the US-Iran ceasefire on Wednesday. Additionally, the Senate confirmation hearing for Federal Reserve Chair nominee Kevin Warsh introduced policy uncertainty. Despite a projected 2026 silver market deficit of 46.3M oz, paper market selling pressures continue to weigh on prices.
160. https://www.thethinkingconservative.com/key-takeaways-from-fed-chair-nominee-kevin-warshs-confirmation-hearing/ - Kevin Warsh, nominee for Federal Reserve chair, testified before the Senate Banking Committee on April 21 regarding his plans for the central bank. Warsh reaffirmed his commitment to Fed independence while dismissing claims that President Trump pressured him on interest rates. He advocated for a new inflation framework, balance sheet reduction, and more deliberative FOMC meetings to restore credibility. Despite opposition from some lawmakers, confirmation is widely expected by June 30.
161. https://www.sangritoday.com/technology/government-of-india-plans-1-lakh-crore-india-semiconductor-mission-20-to-boost-chip-ecosystem - The Government of India plans to launch the India Semiconductor Mission 2.0 in May with investments between ₹1 lakh crore and ₹1.2 lakh crore. The Ministry of Electronics & Information Technology seeks final approval from the Ministry of Finance. This expanded initiative, larger than the previous ₹76,000 crore allocation, aims to boost the chip ecosystem by focusing on manufacturing, designing, intellectual property development, and supply chain strengthening amidst global constraints.
162. https://www.moneytimes.com.br/ouro-fecha-em-baixa-com-impasse-geopolitico-e-cambio-no-radar-jcav/ - Gold and silver prices fell on Tuesday as expectations for US-Iran negotiations in Pakistan faded and an unfavourable currency exchange rate pressured the metals. The Comex gold contract for June closed down 2.26% at $4,719.60 per troy ounce, while silver for May dropped 4.43% to $76.488 per troy ounce. The decline followed news that talks between the US and Iran were suspended, alongside US President Donald Trump's criticism of Iran and Vice President JD Vance's presence in Washington. Analysts from TD Securities, ANZ, and Federal Reserve nominee Kevin Warsh noted that conflict resolution perceptions, a strong US dollar, and potential interest rate cuts delays are discouraging gold purchases.
163. https://tribune.com.pk/story/2604073/strong-dollar-rising-yields-push-gold-lower - Gold prices in Pakistan declined on Tuesday as a stronger US dollar and rising Treasury yields weighed on the market. The price per tola fell by Rs1,000 to Rs500,162, according to the All-Pakistan Gems and Jewellers Sarafa Association. International spot gold dropped 2% to $4,724.31 per ounce. Market caution was driven by uncertainty surrounding US-Iran talks and the Federal Reserve chair nominee confirmation. While prices fell, analysts maintain a bullish outlook if gold holds above $4,580. Separately, Uganda's central bank began purchasing gold to diversify reserves, and the Pakistani rupee gained marginally against the dollar.
164. http://www.kakiforex.com/2026/04/gold-just-dropped-but-smart-money-isnt.html - Gold prices experienced a sharp correction of nearly 30% following a rally from 2023 to early 2026. Historical data from the 1970s and 2008 suggests this volatility is a recurring pattern rather than a trend reversal. Despite short-term dips, the long-term outlook remains bullish due to rising global uncertainty, geopolitical instability, and stock market vulnerability. Investors are increasingly shifting capital from high-risk assets like stocks and Bitcoin toward gold for stability and preservation. The article promotes the Versa wealth management app by AHAM Asset Management Berhad for gold investment.
165. https://www.moneytimes.com.br/ouro-fecha-em-baixa-com-impasse-geopolitico-e-cambio-no-radar-jcav/ - Gold and silver prices fell on Tuesday as expectations for US-Iran negotiations in Pakistan faded and an unfavourable currency exchange rate pressured the metals. The Comex gold contract for June closed down 2.26% at $4,719.60 per troy ounce, while silver for May dropped 4.43% to $76.488 per troy ounce. The decline followed news that talks between the US and Iran were suspended, alongside US President Donald Trump's criticism of Iran and Vice President JD Vance's presence in Washington. Analysts from TD Securities, ANZ, and Federal Reserve nominee Kevin Warsh noted that conflict resolution perceptions, a strong US dollar, and potential interest rate cuts delays are discouraging gold purchases.
166. http://www.kakiforex.com/2026/04/trump-vs-powell-who-will-lead-fed-in-may.html - Kevin Warsh began his confirmation process as Federal Reserve Chairman before the Senate Banking Committee. His nomination is complicated by a Department of Justice investigation into current Chairman Jerome Powell and opposition from Senator Thom Tillis. Warsh must defend central bank autonomy while President Trump pushes for interest rate cuts. Powell intends to remain interim chairman if Warsh is not confirmed by May 15, creating institutional uncertainty.
167. 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.
168. 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.
169. 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.
170. 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.
171. 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.
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.
177. 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.
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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%.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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%.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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'.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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%.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.