Commodities Report: Silver futures | 2026-04-25 23:05 UTC [VJQM] | Unstable | unstable

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1. https://cryptobriefing.com/consumer-pessimism-on-job-security-doubles-fed-rate-cut-speculation-rises/ - Consumer pessimism regarding job security in the United States has doubled since June 2022, with 64% of Americans now anticipating higher unemployment within the next year. This shift has increased market speculation that the Federal Reserve will adopt a dovish stance, specifically a rate cut-pause-pause pattern by April 30. Trading volume in this prediction market reflects genuine sentiment rather than noise, with traders betting on preemptive policy adjustments to stabilise the economy ahead of upcoming Federal Reserve statements and economic data releases.
2. https://www.multifamilyinsiders.com/multifamily-blogs/inflation-reaccelerates-but-not-for-the-reasons-the-market-hoped - March 2026 CPI data shows headline inflation rising to 3.3% year-on-year, primarily due to a supply-driven energy shock with gasoline prices spiking 21.2%. This geopolitical cost pressure, linked to the Iran conflict, contrasts with softer core readings. Consequently, markets are repricing Federal Reserve rate cuts for 2026, as the Fed is unlikely to ease aggressively against supply-side inflation. For real estate, this environment increases operating costs and stalls cap rate compression, shifting the focus from rate-cut tailwinds to cost management and execution discipline.
3. https://www.adomonline.com/mahamas-directive-for-shift-in-mining-sector-commendable-up/ - The United Party (UP) has praised the Ghanaian government's directive requiring international mining firms to transition operations to local contractors by December 31, 2026. The policy mandates 100% Ghanaian ownership for surface mining and at least 50% for underground mining. UP Director of Communications Solomon Owusu stated the move aims to boost the economy, increase local investor confidence, reduce unemployment, and ensure Ghanaians control natural resources. The initiative is expected to create employment opportunities for graduates from the University of Mines and Technology.
4. https://mena-forum.com/middle-east-war-global-impact/?utm_source=rss&utm_medium=rss&utm_campaign=middle-east-war-global-impact - Conflict in the Middle East has caused a shipping crisis in the Strait of Hormuz, disrupting the flow of strategic minerals and oil byproducts such as sulphur, helium, and naphtha. The United Nations Economic Commission for Europe (UNECE) warns that this disruption is forcing industries to lower production of semiconductors, solar panels, and batteries due to rising prices and shortages. Countries are now racing to secure new suppliers and build strategic stocks to mitigate future geopolitical risks, threatening the global transition to green energy.
5. https://www.elbalad.news/6948339 - Gold prices in Egypt recorded a weekly decline, with the 21 karat gram price dropping by 45 Egyptian pounds to 6,990 Egyptian pounds, a 0.64% decrease. This movement occurred amidst global pressures related to US Federal Reserve interest rate decisions, partially offset by geopolitical tensions in the Middle East. The local dollar rate stabilised between 51.7 and 52.65 Egyptian pounds, narrowing the pricing gap with global markets. The ounce traded globally between 4,650 and 4,750 dollars, supported by central bank purchases.
6. https://kingworldnews.com/nomi-prins-just-predicted-gold-price-will-hit-7000-9000/ - Nomi Prins, a former keynote speaker for the World Bank, IMF, and Federal Reserve, predicted that the price of gold will rise to $7,000-$9,000 over the next few years. She attributed the current price depression to central banks monetizing hard assets. Prins also discussed potential price increases for silver and uranium, linking them to ongoing geopolitical tensions and inflationary forces.
7. https://metalsandminers.substack.com/p/every-quantitative-tightening-has - Kevin Warsh, nominee for Federal Reserve Chairman, expressed a desire to reduce the central bank's balance sheet during congressional testimony. The article notes that previous attempts at Quantitative Tightening over the past 18 years resulted in market dislocations and a return to Quantitative Easing. It highlights a $9 trillion U.S. debt wall and structural deficits as challenges to balance sheet reduction. The text suggests that any attempt to shrink the balance sheet may fail, leading to increased money printing and potential debasement of the U.S. dollar, which could benefit gold and silver prices.
8. https://neweralive.na/opinion-impact-on-the-iran-usa-crisis/ - SanlamAllianz Investments CEO Tega Shiimi ya Shiimi states that the Middle East war has caused the largest global oil supply disruption in history, with flows through the Strait of Hormuz dropping significantly. The conflict has driven Brent crude and natural gas prices up over 60% in March, elevating global inflation risks and tightening financial conditions. While a fragile US-Iran ceasefire offers some relief, supply constraints are expected to persist, risking economic deterioration in 2026 and delaying interest rate cuts for central banks including the SARB.
9. https://metalsandminers.substack.com/p/every-quantitative-tightening-has - Kevin Warsh, nominee for Federal Reserve Chairman, expressed a desire to reduce the central bank's balance sheet during congressional testimony. The article notes that previous attempts at Quantitative Tightening over the past 18 years resulted in market dislocations and a return to Quantitative Easing. It highlights a $9 trillion U.S. debt wall and structural deficits as challenges to balance sheet reduction. The text suggests that any attempt to shrink the balance sheet may fail, leading to increased money printing and potential debasement of the U.S. dollar, which could benefit gold and silver prices.
10. https://cryptobriefing.com/fed-holds-rates-steady-amid-rising-inflation-us-iran-tensions/ - The Federal Reserve maintained interest rates at 3.5%–3.75% as inflation rises and US-Iran tensions persist. Market probability of a rate cut by June has dropped to approximately 15%. Stable rates and geopolitical uncertainty have increased attention on gold, with odds rising for the metal reaching $8,000 by June. Traders are reevaluating positions due to the decreased likelihood of near-term rate reductions.
11. https://www.fool.com/investing/2026/04/25/fed-interest-rate-dilemma-bad-to-warsh-wall-street/ - President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair on May 15, 2026. Warsh, a former FOMC member with a hawkish voting record during the Great Recession, faces criticism for opposing aggressive rate cuts and advocating for a reduction in the Fed's $6.7 trillion balance sheet. His potential tenure coincides with rising inflation driven by the Iran war, creating a conflict between his policy preferences and market expectations for rate cuts.
12. https://iharare.com/minister-polite-kambamura-cracks-down-on-proxy-mining-deals-warns-of-imminent-policy-shift/ - Mines and Mining Development Minister Dr Polite Kambamura warned individuals involved in proxy mining arrangements that the Zimbabwean government is preparing strict measures to curb the illegal sale of mining claims. Speaking at the Zimbabwe International Trade Fair, the minister revealed a new policy framework nearing completion to regulate the small-scale mining sector. The proposed changes require investors to meet minimum capital thresholds and undergo verification through the Ministry of Finance and Reserve Bank of Zimbabwe. Additionally, a new mineral classification system will designate certain resources as critical, with plans to expand energy capacity using coal reserves.
13. https://looniepolitics.com/dont-count-on-rate-cuts-just-yet-warsh-as-fed-chair-may-not-lead-to-big-policy-changes/ - Kevin Warsh, President Trump's nominee for Federal Reserve chair, faces significant hurdles to quickly cutting interest rates despite White House expectations. Rising inflation driven by the Iran war and gas prices, combined with a committee majority reluctant to lower borrowing costs, suggests an extended hold on rates. Economists note Warsh lacks the gravitas to sway the committee and has not clearly argued for cuts, with Wall Street pricing in no reduction until October 2027.
14. https://ironsidesmacro.substack.com/p/goodbye-bigfoot - Ironsides Macro argues markets underestimate a potential regime shift at the Federal Reserve involving the privatization of the balance sheet by reducing holdings in long-duration Treasuries and mortgages. The firm estimates Quantitative Easing has suppressed the 10-year yield by 50-75 basis points. With the DOJ clearing the path for nominee Warsh, the firm expects a longer-run normalization of the term premium and yield-curve steepening, though no dovish pivot is anticipated until the second half of 2026. The analysis also highlights fiscal risks and previews hyperscaler earnings.
15. https://www.actionforex.com/action-insight/market-overview/weekly-report/638375-dual-pressure-on-dollar-fading-us-iran-risks-and-the-warsh-fed-factor/ - The US dollar faces dual headwinds as geopolitical support from US-Iran tensions fades and markets anticipate a dovish shift under potential Federal Reserve Chair Kevin Warsh. Equity markets, including the S&P 500 and NASDAQ, hit record highs driven by the AI trade, reducing safe-haven demand. The Department of Justice dropped an investigation into Jerome Powell, clearing the path for Warsh's nomination. Warsh's preference for alternative inflation metrics suggests a more flexible policy stance, weighing on yields and the greenback. Traders are increasingly fading risk-off spikes rather than chasing them, with oil prices remaining below the $110 escalation threshold.
16. https://solarquarter.com/2026/04/25/u-s-imposes-preliminary-antidumping-duties-on-solar-imports-from-india-indonesia-and-laos/ - The U.S. Commerce Department announced preliminary antidumping duties on solar imports from India, Indonesia, and Laos on April 23, 2026. Rates are 123.04% for India, 35.17% for Indonesia, and 22.46% for Laos. The move follows a petition by the Alliance for American Solar Manufacturing and Trade regarding alleged unfair pricing. These countries accounted for approximately $4.5 billion in solar imports to the U.S. in 2025. Final decisions are expected by July 13 for India and Indonesia, and September 9 for Laos.
17. https://www.defenseworld.net/2026/04/25/bravias-capital-group-llc-grows-holdings-in-ishares-silver-trust-slv.html - Bravias Capital Group LLC increased its holdings in iShares Silver Trust by 42.5% during the fourth quarter, purchasing an additional 34,296 shares. The institutional investor now owns 115,046 shares, valued at $7,411,000, representing 4.5% of its portfolio. Other investors, including Envestnet Asset Management Inc and Wealth Enhancement Advisory Services LLC, also expanded their positions in the third quarter.
18. https://www.analyticsinsight.net/finance/the-fort-knox-question-gainesville-coins-on-why-gold-transparency-is-now-a-political-issue - Everett Millman, precious metals specialist at Gainesville Coins, noted in April 2025 that discussions regarding Fort Knox gold audits reflect a broader shift in economic thinking. Millman observed that while talking about gold backing money was previously forbidden in orthodox economics, renewed interest in auditing Fort Knox has emerged. He attributed this to Donald Trump's public comments and constituent demand, describing the administration's approach to monetary policy as fluid rather than firmly committed to a specific direction. The significance lies in the public's willingness to question the status of the dollar and gold.
19. https://www.americanbankingnews.com/2026/04/25/spdr-gold-shares-gld-shares-sold-by-almanack-investment-partners-llc.html - Almanack Investment Partners LLC reduced its holdings in SPDR Gold Shares (GLD) by 45.2% during the fourth quarter, selling 1,563 shares and retaining 1,894 shares valued at $751,000. While Almanack decreased its position, other institutional investors including Prepared Retirement Institute LLC, True Vision MN LLC, Burns J W & Co. Inc. NY, PFS Partners LLC, and Steigerwald Gordon & Koch Inc. increased their stakes in the exchange-traded fund. Institutional investors and hedge funds collectively own 42.19% of the fund's stock.
20. https://www.defenseworld.net/2026/04/25/bravias-capital-group-llc-grows-holdings-in-ishares-silver-trust-slv.html - Bravias Capital Group LLC increased its holdings in iShares Silver Trust by 42.5% during the fourth quarter, purchasing an additional 34,296 shares. The institutional investor now owns 115,046 shares, valued at $7,411,000, representing 4.5% of its portfolio. Other investors, including Envestnet Asset Management Inc and Wealth Enhancement Advisory Services LLC, also expanded their positions in the third quarter.
21. https://hathalyoum.net/articles/4141031 - Gold prices declined on Friday, 24 April 2026, following stalled negotiations between the United States and Iran. Spot gold fell 0.11% to $4,689.50 per ounce, while US June futures dropped 0.41% to $4,704.66. The decline was driven by rising oil prices, which heightened inflation concerns and kept interest rates elevated. Kelvin Wong, senior market analyst at AWANDA, noted that the threat of the Strait of Hormuz closure sustains high oil prices, reducing gold's appeal as interest-bearing assets become more attractive. Donald Trump warned that if Iran does not wish to agree, the matter could end militarily.
22. https://www.aol.com/articles/silver-outperforming-gold-2026-does-213500162.html - In 2026, silver has dramatically outperformed gold, rising 135% over the past 12 months compared to gold's 54% gain. The iShares Silver Trust (SLV) has returned 112% in the last year, beating physical silver returns. Driven by industrial demand from solar panels and electric vehicles, alongside central bank buying and concerns over US debt, precious metals remain elevated. Analysts suggest SLV offers an accessible way to capitalize on this trend without physical asset logistics.
23. https://www.elzmannews.com/531222 - Gold prices in Egypt increased significantly on Saturday, 25 April 2026, with all karats rising by approximately 15 Egyptian pounds per gram. The 21-karat mark approached 7,000 pounds, driven by global gold reaching record levels above $4,740 per ounce. This surge reflects strong safe-haven demand due to geopolitical tensions, inflationary pressures, and energy price increases. Experts note the tight link between the Egyptian and global markets, anticipating continued volatility until the start of the new trading week.
24. https://ca.investing.com/news/economy-news/a-fragile-hold-five-questions-for-the-ecb-4587499 - The European Central Bank meets on April 24 with traders anticipating a rate hold at 2% following an Iran war ceasefire that eased inflationary fears. While oil prices have dropped, uncertainty remains regarding energy flows through the Strait of Hormuz. ECB chief Christine Lagarde noted the outlook has improved, but analysts suggest rates may still rise later in 2026 to contain inflation expectations. Germany has cut growth forecasts due to the conflict.
25. https://dinarchronicles.com/2026/04/25/jon-dowling-this-weeks-rv-report-and-financial-news-as-of-april-24-2026/ - Jon Dowling published a weekly report on April 24, 2026, discussing a potential global financial reset and the upcoming transition of Kevin Warsh to replace Jerome Powell as Federal Reserve Chair. Dowling advises investors to maintain mental resilience and avoid panic selling during market volatility, citing historical precedents like Zimbabwe's hyperinflation. The report suggests that geopolitical shifts in Iran could trigger simultaneous surges in cryptocurrencies, precious metals, and stock markets by mid-May. Dinar Chronicles published the content with a disclaimer stating it is not investment advice.
26. https://news.robotfx.org/2026/04/breaking-gold-bulls-edge-higher-as-cftc.html - Net speculative long positions in gold futures increased to 164.0K contracts as of 24 April 2026, according to the U.S. Commodity Futures Trading Commission (CFTC). The data, released on that date, shows a rise from 162.5K contracts previously. This incremental increase indicates that traders are maintaining and modestly expanding their bullish outlook on the precious metal, reinforcing exposure rather than scaling back risk.
27. https://dinarchronicles.com/2026/04/25/sean-foo-germany-running-to-china-while-us-signals-currency-implosion/ - Financial analyst Sean Foo reports that Germany is pivoting its economic strategy toward China due to energy shortages and declining exports, while the US Federal Reserve faces potential leadership changes under Kevin Warsh. Foo suggests Warsh's appointment could prioritize political alignment over independence, risking dollar stability. The analysis highlights a global realignment where Germany seeks survival through Chinese ties, and the US explores deflationary policies driven by AI productivity.
28. https://www.goodreturns.in/news/gold-rates-silver-rates-this-week-mcx-gold-price-drop-silver-price-crash-gold-silver-weekly-outlook-1504447.html - MCX gold prices ended the week lower by 0.23% at Rs 1,52,799 per 10 grams, while MCX silver prices crashed 3.60% or Rs 9,132 to Rs 2,44,321 per kg. Analysts attribute the decline to geopolitical tensions in West Asia involving Iran, Israel, and the US, alongside rising crude oil prices that fuel inflation concerns. These factors increase expectations for tighter monetary policy, reducing the attractiveness of non-yielding precious metals. Markets remain volatile and news-driven as uncertainty persists.
29. https://www.goodreturns.in/news/gold-rates-silver-rates-this-week-mcx-gold-price-drop-silver-price-crash-gold-silver-weekly-outlook-1504447.html - MCX gold prices ended the week lower by 0.23% at Rs 1,52,799 per 10 grams, while MCX silver prices crashed 3.60% or Rs 9,132 to Rs 2,44,321 per kg. Analysts attribute the decline to geopolitical tensions in West Asia involving Iran, Israel, and the US, alongside rising crude oil prices that fuel inflation concerns. These factors increase expectations for tighter monetary policy, reducing the attractiveness of non-yielding precious metals. Markets remain volatile and news-driven as uncertainty persists.
30. https://dailyguidenetwork.com/shift-operations-to-local-contractors-govt-to-mining-firms/ - The Minerals Commission in Ghana has directed Newmont, AngloGold Ashanti, and Zijin to transition their mining operations to local contractors by December 2026 or face sanctions. While most large firms have already outsourced, these three companies currently operate with their own staff. The directive mandates surface mining by fully Ghanaian-owned firms and underground mining by companies with at least 50% Ghanaian ownership. Newmont requested an extension to 2027, which was rejected. The move aims to build local capacity and retain value in-country.
31. https://cryptonews.net/news/finance/32764447/ - U.S. Attorney Robert Piro announced the suspension of an investigation into Federal Reserve Chair Jerome Powell's construction spending. While the Fed's Inspector General will continue reviewing spending, the probe may reopen if necessary. This development has increased market expectations for interest rate cuts, with CME FedWatch data showing a 76% probability of a 25 basis point cut by year-end. Additionally, the conclusion of the investigation has raised the probability of former Fed official Kevin Warsh being confirmed as Fed Chairman to 80% by May 15th.
32. https://www.aol.com/finance/gld-returned-9-date-while-115137869.html - Gold prices have increased 9.18% year to date as of April 22, 2026, outperforming the S&P 500. Structural demand is supported by central bank purchases, with Poland buying 20 tons in February 2026, alongside trends of de-dollarization. A softer U.S. dollar, persistent inflation above the Federal Reserve's 2% target, and geopolitical tensions involving the U.S., Israel, and Iran are reinforcing the upward move. Analysts suggest lower-cost ETFs like GLDM offer better exposure for long-term investors compared to GLD.
33. https://www.elfinanciero.com.mx/opinion/enrique-quintana/2026/04/24/la-inflacion-se-contiene-por-ahora/ - Mexico's National Consumer Price Index (INPC) rose 0.11% and 4.53% annually in the first half of April, according to the INEGI. Underlying inflation fell to 4.27% annually. However, external energy pressures persist due to the Strait of Hormuz conflict and Brent crude exceeding $105 per barrel. Banxico faces limited room for rate cuts as general inflation remains above tolerance, though the peso's appreciation offers some buffer. Analysts are divided on a potential rate cut in May.
34. https://www.investing.com/news/commodities-news/gold-prices-fall-set-for-deep-weekly-loss-as-usiran-uncertainty-boosts-dollar-4634684 - Gold prices are on track for a weekly decline despite a temporary boost from a weaker dollar and renewed U.S.-Iran peace talks in Pakistan. Soaring oil prices have reignited inflation concerns, prompting fears of higher-for-longer interest rates which negatively impact non-yielding assets like gold. For the week, spot gold slipped 2.5% and futures shed 3.2% as energy costs rose amid heightened tensions in the Strait of Hormuz.
35. https://www.prnewswire.com/news-releases/longi-ecolife-series-module-top-taiyangnews-global-ranking-ushering-in-the-25-era-of-photovoltaic-efficiency-302753523.html - * LONGi's EcoLife series modules secured the top position in Taiyang News' April 2026 global ranking for solar modules. * The modules achieve a mass production efficiency of 25% using HIBC technology, marking a new era for photovoltaic efficiency. * The ranking requires products to have complete technical data and be delivered to end customers, validating LONGi's commercial success. * LONGi renewed a three-year framework agreement with Energy 3000 to supply 2GW of high-efficiency modules based on HIBC technology. * The EcoLife series features a 95.1% cell-to-module area ratio and reduces power loss under shading by more than 70% compared to TOPCon products.
36. https://www.prnewswire.co.uk/news-releases/hindustan-zinc-clocks-record-q4-net-profit-of-us-550-million-up-68-yoy-ebitda-at-us-847-million-driven-by-efficiency-led-growth-302753107.html - * Hindustan Zinc Limited announced record fourth-quarter and full-year financial results for the year ended 31 March 2026. * Net profit reached US$ 550 million in Q4, a 68% year-on-year increase, with silver production contributing 45% to overall profitability. * The company achieved its highest-ever mined metal production of 1,114 Kt and successfully debottlenecked smelters in Rajasthan. * CEO Arun Misra highlighted a strategic move into critical minerals and a focus on value creation amidst geopolitical challenges. * Silver production in the quarter stood at 176 tonnes, up 11% compared to the previous quarter.
37. https://www.openpr.com/news/4488313/crystalline-silicon-solar-pv-market-size-to-reach-usd-230-101-57 - Credence Research projects the global crystalline silicon solar PV market will grow from USD 115,830.00 million in 2025 to USD 230,101.57 million by 2032, expanding at a CAGR of 12.12%. Asia Pacific accounts for 49.6% of 2025 revenue. Key drivers include utility-scale expansion, corporate procurement, and technological advancements like TOPCon and monocrystalline cells. Major players include LONGi, JinkoSolar, and Trina Solar.
38. https://www.newsghana.com.gh/ghana-rejects-extensions-from-newmont-anglogold-and-zijin-on-mining-localisation/ - Ghana's Minerals Commission has rejected extension requests from Newmont, AngloGold Ashanti, and Zijin Mining, maintaining a December 2026 deadline for these companies to transition their operations to locally owned contractors. Failure to comply may result in sanctions, including fines or mine shutdowns. The move enforces rules requiring fully Ghanaian ownership for surface mining and at least 50% Ghanaian ownership for underground mining. This decision follows meetings in Accra and aligns with broader African trends to tighten mining regulations and retain more value within the country.
39. https://gnnliberia.com/liberia-probes-mng-gold-over-alleged-job-discrimination/ - The Government of Liberia has launched a joint investigation with the Immigration Service and Ministry of Labor into MNG Gold Liberia. The probe examines allegations that the company is sidelining Liberian workers in favor of Turkish nationals for low-skill roles, such as driving, and potentially misusing police security resources. Investigators suspect the number of foreign workers exceeds official records and are reviewing wage disparities and immigration compliance at the mining site in Bong County. Outcomes may lead to sanctions or legal proceedings.
40. https://skillings.net/breaking-news-agnico-eagles-3-7b-finland-consolidation-komatsus-autonomous-milestone/ - Agnico Eagle Mines announced a transformative $3.7 billion multi-deal consolidation in Finland's Central Lapland Greenstone Belt. The acquisition includes Rupert Resources, Aurion Resources, and remaining interests in the B2Gold Fingold JV, creating a 2,492 km² contiguous land package centred on the Ikkari deposit. Concurrently, Komatsu delivered its 1,000th autonomous haul truck to Barrick Gold's Nevada Gold Mines, marking a significant industrial milestone. Teck Resources also released positive Q1 2026 copper results from Chile, while New Found Gold secured a $205 million financing round for its Queensway project in Canada.
41. https://skillings.net/new-found-gold-queensway-project-205m-update-timeline-and-risks/ - New Found Gold Corp. has finalized a $205 million capital injection to accelerate development of its Queensway project in Newfoundland. The financing, supported by Eric Sprott and EdgePoint Wealth Management, funds a definitive feasibility study, infrastructure expansion, and a 2026 drilling campaign. The company targets commercial production in late 2027, leveraging the existing Pine Cove Mill to reduce build risks. The investment aims to de-risk the transition from exploration to production while creating jobs in the Gander region.
42. https://www.businesstoday.in/personal-finance/investment/story/inside-indias-gold-transition-what-rs20000-crore-shopping-on-akshaya-tritiya-hides-a-bigger-shift-527411-2026-04-25?utm_source=rssfeed - Analysis by Archit Gupta of Clear indicates a structural shift in India's gold market during Akshaya Tritiya. While spending reached ₹20,000 crore, physical gold volumes declined due to rising prices. Approximately 40-50% of transactions involved recycling old gold. Conversely, digital gold investments surged, with ₹31,600 crore flowing into gold ETFs in one quarter and digital transactions jumping 69%. The trend reflects a move towards liquid, fractional digital assets like sovereign gold bonds and app-based offerings, driven by fintech platforms, rather than traditional physical jewellery purchases.
43. https://dollarcollapse.com/top-three-videos-april-25-2026/ - Andy Schectman argues that the global demand for physical gold and silver is intensifying due to eroding confidence in US-held reserves. He cites France's recent sale of coin-melt gold to the New York Fed and subsequent repurchase of pure bullion, alongside similar actions by Germany, Austria, Hungary, Turkey, Poland, the Czech National Bank, the Dutch National Bank, and India. Schectman attributes a January gold/silver flash crash to CME Group margin hikes and ETF rebalancing, noting China's record metal imports. He highlights that central banks now hold more gold than US Treasuries in foreign reserves and mentions institutional price targets from Wells Fargo, UBS, JPMorgan, Deutsche Bank, and Bank of America.
44. https://news.futunn.com/en/post/72046110/the-doj-dropped-the-case-wash-entered-the-scene-and - Kevin Warsh, nominated to succeed Jerome Powell as Federal Reserve Chair, intends to abolish the Fed's forward guidance system and dot plot. Following the US Department of Justice dropping its criminal investigation into Powell, the probability of Warsh's confirmation before May 15 has risen to 84%. Warsh criticized pre-emptive rate predictions and inflation metrics during a Senate hearing, signaling a potential end to the 15-year foundation of global asset pricing that relies on Fed communication certainty.
45. https://cryptobriefing.com/kevin-warsh-signals-potential-fed-rate-cuts-tied-to-ai-productivity-gains/ - Kevin Warsh, during his Senate confirmation hearing for Federal Reserve Chair, indicated a willingness to cut interest rates if artificial intelligence drives productivity growth. This dovish stance has increased market expectations for rate cuts in 2026 to 41%. While Warsh's confirmation by May 1 remains unlikely at 2.1%, confidence in a May 15 confirmation has risen to 75.5%. Traders are monitoring Senate Banking Committee developments and Department of Justice announcements regarding Jerome Powell, which could influence the confirmation timeline and subsequent monetary policy decisions.
46. https://www.fool.ca/2026/04/24/miners-sold-off-3-tsx-materials-stocks-worth-a-second-look/ - Following a broad sell-off in materials stocks, analysts highlight Ivanhoe Mines, Lundin Mining, and Torex Gold as opportunities. Ivanhoe met 2025 production targets and tied Kipushi to Washington's Project Vault. Lundin reported record 2025 revenue of $4.5 billion and is expanding the Vicuña district. Torex Gold declared commercial production at Media Luna in May 2025 and guided for increased 2026 output. The article notes these companies offer specific progress despite sector-wide price declines.
47. https://bitrss.com/aurelion-channels-48m-in-tokenized-gold-to-new-yield-protocol-204464 - Aurelion, a Nasdaq-listed asset manager, allocated 10,000 units of Tether Gold (valued at approximately $48 million) to XAUE, a new yield protocol launched by the Aurise Foundation. The protocol pools assets to generate yield through institutional lending and quantitative trading, with returns reflected in increased gold backing per token rather than cash distribution. Access is restricted to whitelisted institutional participants. This move follows similar initiatives by Bybit, Theo, and Altura, signaling a shift towards yield-bearing structures for tokenized commodities.
48. https://vneconomy.vn/gia-vang-hoi-moc-4700-usdoz-sau-tin-dam-phan-hoa-binh-spdr-gold-trust-van-ban-rong-manh.htm - Global gold prices recovered to 4710.8 USD/oz on Friday, 24 April, following reports of renewed peace negotiations between the US and Iran. Despite the positive geopolitical news, the SPDR Gold Trust, the world's largest gold ETF, sold 2.6 tonnes of gold, reducing its holdings to 1046.6 tonnes. The week marked the first decline after four consecutive weeks of gains, driven by rising oil prices and US Treasury yields which increased inflation and interest rate concerns. Analysts note that gold remains under short-term downward pressure until the conflict concludes.
49. https://www.goodreturns.in/gold/crash-in-gold-rate-continues-mcx-hits-fresh-low-will-gold-price-today-25april-drop-below-rs1-5-lakh-1504415.html - Gold prices in India have fallen sharply over the past three days, with 24K gold dropping nearly Rs 23,400 per 100 grams. On April 24, 24K gold stood at Rs 15,295 per gram, down from Rs 15,355 the previous day. The Multi Commodity Exchange (MCX) near-month gold futures hit an intraday low of Rs 1,50,750 per 10 grams, the lowest since April 9. The decline is attributed to strong selling pressure, elevated crude oil prices, and stalled US-Iran peace talks fueling inflation concerns. Globally, spot gold recovered above USD 4,700 per ounce. Analysts from Brickwork Ratings note that while short-term volatility persists, safe-haven demand and central bank buying support the broader trend.
50. https://www.bernama.com/misc/rss/news.php?id=2549175 - Gold futures are projected to stay cautious next week due to ongoing conflict in West Asia and increasing crude oil prices, which may drive higher inflation. Mohd Afzanizam Abdul Rashid, chief economist at Bank Muamalat Malaysia Bhd, noted that while gold serves as an inflation hedge, prices have corrected from January highs of US$5,500 per ounce. Spot gold is currently trading between US$4,500 and US$4,900 per ounce, with expectations of oscillation around US$4,600 to US$4,700 per ounce for the coming week.
51. https://skillings.net/critical-minerals-map-5-frontier-projects-redrawing-the-sector-in-2026/ - In 2026, five critical minerals projects in Mauritania, Côte d'Ivoire, the Democratic Republic of Congo, Argentina, and the United States are advancing rapidly to secure supply chains for the energy transition and defense sectors. Montage Gold, KoBold Metals, AbraSilver, USA Rare Earth, and Ivanhoe Mines are leveraging scale, AI-driven discovery, and vertical integration to achieve permitting speeds of five to seven years, significantly faster than traditional projects in established jurisdictions. These developments aim to reduce geopolitical reliance on single-source suppliers while addressing the growing demand for copper, rare earths, silver, and platinum group metals.
52. https://www.openpr.com/news/4488158/low-voltage-mlccs-enter-a-structural-inflection-capacity - The global low-voltage multi-layer ceramic capacitor (MLCC) market is shifting from volume growth to capital efficiency and yield optimization. Driven by automotive electrification, AI infrastructure, and 5G expansion, the sector faces margin normalization with factory gross margins averaging 25%. Advanced manufacturing in Japan, South Korea, and China, alongside emerging hubs in Southeast Asia, is focusing on ultra-miniaturization and high-reliability components. Market value is projected to reach USD 11.49 billion by 2032, with demand increasingly dependent on technological leadership rather than pure scale.
53. https://schiffgoldprod.wpenginepowered.com/commentaries/fed-gov-waller-sees-transitory-landmines-everywhere - Federal Reserve Governor Christopher Waller cautioned that inflation risks remain despite underlying pressure running close to 2 percent. He highlighted recent energy cost surges, including Brent crude rising to $95 a barrel due to the Iran conflict, and volatile payroll data. Waller stated he would be cautious about easing policy if a sequence of transitory shocks occurs, noting lessons from the 2022 inflation spike. Investors reacted by pushing gold to an intraday record of $4,880 per ounce as a hedge against geopolitical uncertainty and potential embedded inflation.
54. https://schiffgoldprod.wpenginepowered.com/peters-podcast/peter-schiff-war-and-qe-mean-higher-inflation - Peter Schiff argues that geopolitical tensions and Federal Reserve quantitative easing are driving higher inflation. He notes the Fed's balance sheet grew by over 11 billion recently, reaching 6.7 trillion, while the money supply rose by more than 5% year-on-year. Schiff contrasts profit-driven private enterprise with inefficient government operations and criticises property taxes on owner-occupied homes as a form of confiscation that traps retirees without wage income. He advises investors to consider international and commodity plays as hedges against central bank easing.
55. https://schiffgoldprod.wpenginepowered.com/guest-commentaries/how-inflation-stole-a-century-of-falling-prices - Guest commentary argues that inflation is an intentional policy choice rather than a market force, stating it has eroded the dollar's purchasing power by 96-97% since 1913. The author contends that pre-1900 prices fell due to productivity gains, but the Great Depression led policymakers to criminalise deflation. Citing Beardsley Ruml, the text asserts that central banking allows governments to fund spending without taxes, effectively transferring wealth to asset holders. It notes that housing, medical, and education costs have significantly outpaced general inflation since the 1970s.
56. https://schiffgoldprod.wpenginepowered.com/commentaries/fed-gov-waller-sees-transitory-landmines-everywhere - Federal Reserve Governor Christopher Waller cautioned that inflation risks remain despite underlying pressure running close to 2 percent. He highlighted recent energy cost surges, including Brent crude rising to $95 a barrel due to the Iran conflict, and volatile payroll data. Waller stated he would be cautious about easing policy if a sequence of transitory shocks occurs, noting lessons from the 2022 inflation spike. Investors reacted by pushing gold to an intraday record of $4,880 per ounce as a hedge against geopolitical uncertainty and potential embedded inflation.
57. https://schiffgoldprod.wpenginepowered.com/peters-podcast/peter-schiff-war-and-qe-mean-higher-inflation - Peter Schiff argues that geopolitical tensions and Federal Reserve quantitative easing are driving higher inflation. He notes the Fed's balance sheet grew by over 11 billion recently, reaching 6.7 trillion, while the money supply rose by more than 5% year-on-year. Schiff contrasts profit-driven private enterprise with inefficient government operations and criticises property taxes on owner-occupied homes as a form of confiscation that traps retirees without wage income. He advises investors to consider international and commodity plays as hedges against central bank easing.
58. https://schiffgoldprod.wpenginepowered.com/key-gold-news/warsh-vows-a-leaner-strictly-independent-fed-as-gold-brushes-4800 - Federal Reserve Chairman-designate Kevin Warsh testified before the Senate on April 21, pledging to reassert the central bank's independence and limit its role to monetary policy execution. Warsh argued that Congress defines the mission while the Fed must stay in its lane to avoid balance-sheet sprawl. During the hearing, spot gold reached an all-time high of $4,796 per ounce. Warsh cited mentorship from George Shultz and Stan Druckenmiller and promised to shrink the bloated balance sheet and restore the dollar's purchasing power.
59. https://cryptobriefing.com/kevin-warshs-fed-chair-nomination-signals-hawkish-stance-on-inflation/ - Kevin Warsh, nominated as Federal Reserve Chair, advocates for improved inflation metrics, influencing market expectations. Trading data indicates an 83.5% probability of no change in the federal funds rate following the July 2026 FOMC meeting, up from 80% previously. Warsh's focus, alongside external inflationary pressures from the Iran war and tariffs, reduces the likelihood of rate cuts. Market participants are pricing in a more aggressive stance on interest rates under his leadership.
60. https://caretas.pe/economia/produccion-minera-crecio-en-cobre-zinc-y-plata-en-2026/ - Peru's Ministry of Energy and Mines reported a rise in mining output for copper, zinc, silver, iron, and tin during the first two months of 2026. Copper production reached 449,519 metric tons, up 2.9%, while zinc increased by 6.1% to 213,652 metric tons. Silver output rose slightly by 0.8% to 575,670 kilograms. Regional leaders included Ancash for copper and zinc, and Cajamarca for gold. The growth supports Peru's export economy despite heterogeneous performance across metals.
61. https://mezha.net/eng/bukvy/25ffd170_tsmc_unveils_1-3/ - TSMC unveiled a new 1.3 nm chip design targeting artificial intelligence and mobile devices, promising improved energy efficiency and performance. Mass production is scheduled to commence in 2029. The company previously launched 2 nm chips in 2025 and plans 1.4 nm commercialisation in 2028. TSMC maintains manufacturing capabilities in Taiwan and Japan, with a second plant under construction in Kumamoto. This development supports growing demand in the semiconductor sector.
62. https://www.sbcgold.com/blog/shedding-the-dollar-chinas-treasury-holdings-drop-as-gold-reserves-hit-new-highs/ - In March 2026, the People's Bank of China added approximately five tonnes of gold, bringing total reserves to 2,313 tonnes. This marks the 17th consecutive month of accumulation. Concurrently, China's US Treasury holdings fell to just above $600 billion, down from a peak of $1.2 trillion in 2013. The shift reflects a strategic move from fiat currency to tangible assets, supported by record retail ETF inflows and increased physical demand.
63. https://arynews.tv/gold-prices-surge-with-rising-demand-in-india - Gold premiums in India reached their highest level in over two and a half months due to tightened supplies and increased buying interest in China. Indian banks halted gold and silver imports earlier this month following a government delay in authorisation, leaving bullion stranded at customs. Despite the eventual issuance of the order, uncertainty over applicable taxes persists. Dealers quoted premiums of up to $15 an ounce over official domestic prices. While retail buying slowed after the Akshaya Tritiya festival, demand could improve if prices fall below 150,000 rupees. International spot gold prices were set for a weekly decline amid inflation fears.
64. https://www.northernontariobusiness.com/industry-news/mining/thunder-bay-metals-explorer-takes-fresh-approach-to-former-glencore-sudbury-property-12188645 - Thunder Bay-based Errington Metals, formerly Black Pearl Resources, listed on the TSX Venture Exchange on April 22. The company is executing a 45,000-metre drilling program on the Sudbury Basin Project, located 25km northwest of Sudbury and southwest of Chelmsford, Ontario. This property was previously explored by Glencore. Errington aims to produce its own mineral resource estimate by the second half of the year, focusing on base and precious metals including zinc, gold, and silver.
65. https://www.themorganreport.com/blog/from-area-51-to-silver-markets-david-morgan-on-money-truth-wealth/ - David Morgan, founder of The Morgan Report, discusses his background in aerospace and classified projects alongside his current focus on financial education. He addresses the nature of fiat currency, inflation, and the global monetary system, advocating for the role of silver and precious metals as stores of value. The content promotes The Morgan Report's membership services and a free report on monetary history, targeting investors seeking financial security and asset protection strategies.
66. https://www.moneytimes.com.br/ouro-24-4-26-apsa/ - Gold prices advanced 0.35% to $4,740.9 per troy ounce on Friday in the Comex division of the New York Mercantile Exchange, driven by expectations of new negotiations between US and Iranian representatives in Islamabad, Pakistan. While gold fell 2.84% over the week, silver rose 1.20% to $76.414 but receded 6.63% for the week. The price movement reflects shifting market sentiment regarding tensions in the Middle East, specifically the fragility of the ceasefire and potential US-Iran diplomatic engagement, though inflation concerns remain a barrier to sustained gains.
67. https://goldsilver.com/industry-news/goldsilver-news/five-signals-mainstream-gold-silver-narrative-missed/ - The silver market faces a sixth consecutive year of structural supply deficit in 2026. The CME Group reduced margin requirements for silver futures by 21.4% effective April 24, facilitating institutional exposure. Meanwhile, Bank of America projects silver prices between $135 and $309 by year-end. US inflation rose to 3.3% in March, driven by a 21.2% surge in gasoline prices. Amidst these macroeconomic pressures, Americas Gold and Silver reported a 19% increase in Galena mine resources through operational improvements without new ground.
68. https://www.riotimesonline.com/brazil-critical-minerals-lula-rejects-terrabras-april-2026/ - On April 22, President Luiz Inácio Lula da Silva's government formally rejected the creation of Terrabras, a proposed state-owned critical minerals company. Industry Minister Márcio Elias Rosa confirmed that existing instruments, specifically BNDES, are sufficient. Instead, the government is backing a R$1 billion joint fund with Vale for research and a separate R$5 billion fund for the transformation industry. This decision aligns with pending legislation and addresses the gap between Brazil's 10% global reserves and 0.09% production without nationalisation.
69. https://www.etftrends.com/etf-strategist-content-hub/new-era-fed-policy-power-path-forward/ - Kevin Warsh, a former Federal Reserve governor and Hoover Institution fellow, is identified as a leading candidate to succeed Jerome Powell as Fed Chairman. If confirmed, Warsh could implement significant policy shifts, including a structural approach to interest rates, aggressive balance sheet normalization, and changes to bank reserve requirements. These potential changes reflect a philosophical reorientation away from current data-dependent models and monetary dominance. The article notes that Warsh's views represent broad orientations rather than a fully developed agenda, and specific policy outcomes remain uncertain pending confirmation.
70. https://lfa.ch/market-view/market-view-quarter-1-2026/ - Lugano Financial Advisors (LFA) states that the Middle East conflict and rising energy prices are increasing recession risks for the US and global economies. While the US economy remains resilient with a solid labor market, higher oil costs threaten to weaken growth. LFA advises a conservative stance on long-term bonds due to inflation risks and notes that equity markets, driven by technology, face valuation headwinds. The firm maintains a constructive view on gold and select emerging market currencies despite geopolitical uncertainty.
71. https://www.interest.co.nz/banking/138237/gene-frieda-identifies-market-signals-would-imply-move-fear-inflation-fear-recession - Gene Frieda, senior visiting fellow at the London School of Economics, analyses the risks of policy divergence during supply shocks triggered by the Iran war. He argues that markets, central banks, and fiscal authorities often rotate at different speeds, leading to incoherent policy mixes that deepen recessions. Frieda highlights the danger of central banks remaining hawkish while markets price in growth fears, citing historical parallels to the 1970s oil shocks. He urges policymakers to shift focus from fighting inflation to preventing demand destruction once the yield curve inverts and oil-equity correlations flip.
72. https://silverseek.com/article/silver-defies-bust - Silver prices have shown remarkable resilience, defying a predicted severe market bust following a parabolic rally in late January 2026. While the metal experienced a significant correction, it has largely consolidated at high levels rather than collapsing. The World Silver Survey 2026 reports a sixth consecutive year of global supply deficits, with investment demand driving prices despite weakening industrial and jewelry sectors. Analysts suggest these structural imbalances, combined with low mining costs, support a revaluation into a higher price regime, benefiting primary silver miners.
73. https://www.sbcgold.com/blog/trumps-fed-pick-sparks-uncertainty-what-it-means-for-gold/ - President Donald Trump's nomination of Kevin Warsh as Federal Reserve Chair has generated market uncertainty regarding future interest rate policy. While Warsh emphasised Fed independence during his April 2026 confirmation hearing, concerns persist about political influence over monetary decisions. This ambiguity has caused mixed signals in equities and oil prices, with gold prices retreating briefly before recovering. Analysts suggest that regardless of Warsh's stance, the broader context of fiscal deficits and dollar devaluation supports gold as an inflation hedge. The World Gold Council also announced new digital infrastructure initiatives to enhance gold's role in modern finance.
74. https://www.prnewswire.com/news-releases/blue-moon-closes-follow-on-investment-of-c4-8m-from-hartree-302753385.html - * Blue Moon Metals Inc. closed a follow-on financing of C$4.8 million from strategic partner Hartree Partners, LP. * The company issued 526,617 common shares to Hartree, subject to a TSX Venture Exchange approval and a statutory hold period. * Proceeds are designated for project development at the company's brownfield polymetallic sites in Norway and the United States. * The funding supports operations on five projects including Nussir, NSG, Blue Moon, Springer, and Apex, targeting critical metals like zinc, copper, and tungsten. * Major shareholders include Teck Resources, Oaktree Capital Management, and Wheaton Precious Metals.
75. https://focus.ua/world/751919-odno-iz-samyh-masshtabnyh-otkrytiy-za-30-let-v-andah-obnaruzhili-gigantskoe-mestorozhdenie-medi-smi - Geologists discovered a massive copper, gold, and silver deposit on the Argentina-Chile border in the Andes, estimated at $424 billion. Canadian firm Lundin Mining and BHP intend to invest nearly $18 billion in development, targeting a potential 2030 launch. The project could rank among the world's top five copper mines, producing up to 400,000 tonnes annually. Key challenges include water scarcity requiring desalination and high arsenic levels in the ore. Final investment decisions are expected by the end of 2026.
76. https://www.advantagegold.com/blog/china-silver-imports-2026-china-just-imported-the-most-silver-in-its-history-heres-what-that-tells-every-investor/ - China imported approximately 836 tons of silver in March 2026, setting a new monthly record and marking a shift from net exporter to massive net importer. This surge, significantly above the 10-year average, is driven by strong demand from the solar industry, retail investors, and AI-related data center construction. In January 2026, China reclassified silver as a strategic material, limiting exports to 44 authorized companies. With silver in its sixth consecutive year of annual supply deficit, record imports are accelerating global inventory drawdowns while domestic prices trade at a premium over international benchmarks.
77. https://www.streetwisereports.com/article/2026/04/22/gold-explorer-discovers-high-grade-10-g-t-system-in-nevada.html - Western Exploration Inc. announced geochemical and spectral analysis results from its Aura gold-silver project in Nevada on April 21. The study identified a high-grade gold-silver system with values exceeding 10 g/t Au over a vertical range of more than one kilometer at the Jarbidge Vein Zone and Gravel Creek deposit. CEO Darcy Marud stated the findings support expanding the global resource to 1.5 million ounces of gold and 30 million ounces of silver. Analyst Lauren McConnell initiated coverage with a Speculative Buy rating, citing the discovery as a catalyst for long-term upside and noting the company's transition from exploration to development.
78. https://www.advantagegold.com/blog/china-silver-imports-2026-china-just-imported-the-most-silver-in-its-history-heres-what-that-tells-every-investor/ - China imported approximately 836 tons of silver in March 2026, setting a new monthly record and marking a shift from net exporter to massive net importer. This surge, significantly above the 10-year average, is driven by strong demand from the solar industry, retail investors, and AI-related data center construction. In January 2026, China reclassified silver as a strategic material, limiting exports to 44 authorized companies. With silver in its sixth consecutive year of annual supply deficit, record imports are accelerating global inventory drawdowns while domestic prices trade at a premium over international benchmarks.
79. https://www.advantagegold.com/blog/asset-owners-inflation-how-to-be-a-winner-in-this-scenario/ - Advantage Gold argues that inflation transfers wealth from cash holders to asset owners, citing record-low consumer sentiment and rising diesel prices. The article positions physical gold within a Gold IRA as a tax-efficient strategy for retirement savers to preserve purchasing power. It references the Kobeissi Letter and suggests diversifying into real assets like gold, real estate, and commodities to protect against rising costs and monetary expansion.
80. https://www.advantagegold.com/blog/gold-counterparty-risk-us-banks-are-exposed-to-300-billion-in-private-debt-gold-has-zero/ - US financial institutions face nearly $300 billion in private debt exposure through funds, BDCs, and CLOs, creating systemic counterparty risk. The article contrasts this with physical gold, which carries zero counterparty risk as it is not a claim on any institution. While paper gold products and custodians introduce potential default risks, physical gold stored in allocated locations offers protection against economic instability, inflation, and currency devaluation. Experts suggest diversifying retirement portfolios with physical gold to mitigate these risks.
81. https://www.advantagegold.com/blog/gold-energy-crisis-the-worlds-biggest-energy-crisis-is-here-and-gold-knows-what-comes-next/ - Advantage Gold reports the world is facing its largest energy crisis in history, with 600 million barrels of lost oil supply and US gasoline prices up 47% since December. The firm draws parallels to the 1970s, noting inflation nearing 4% and consumer sentiment at record lows. The article argues these conditions historically drive capital into gold as a safe haven and inflation hedge, citing a potential 520% rise over the next decade. It promotes Advantage Gold's Gold IRA services while noting gold prices are near $5,000 per ounce.
82. https://resourceworld.com/gr-silver-mining-drills-15-6-metres-of-351-g-t-silver-at-san-marcial-area-plomosas-project-mexico/?utm_source=rss&utm_medium=rss&utm_campaign=gr-silver-mining-drills-15-6-metres-of-351-g-t-silver-at-san-marcial-area-plomosas-project-mexico - GR Silver Mining Ltd. reported results from drill holes SMS26-01 and SMS26-03 at the San Marcial area of the Plomosas Project in Mexico. The drilling confirmed high-grade silver mineralization continuity up to 500 metres downdip. Key intercepts include 6.45 metres at 498 g/t silver and 15.6 metres at 351 g/t silver. The company plans to complete 20,000 metres of stepout drilling by the second half of 2026 to support a future mineral resource estimation update.
83. https://www.df.cl/senal-df/senales-financieras/la-reserva-federal-se-enfrenta-a-su-mayor-reforma-en-decadas - Kevin Warsh, nominated by the White House to lead the Federal Reserve, presented a comprehensive reform plan to the Senate Financial Affairs Committee on April 21. His agenda includes reducing the Fed's balance sheet, adopting a new inflation measurement method, altering communication strategies, and enforcing a stricter inflation target. Warsh criticizes the current administration's use of quantitative easing and its inflation diagnosis. The White House recently dropped a criminal investigation against Jerome Powell, facilitating Warsh's confirmation. However, market strategists warn that Warsh's hawkish stance may create uncertainty and increase risk premiums for US assets.
84. https://bitcoinworld.co.in/kevin-warsh-fed-chair-odds/ - Prediction market data from Polymarket indicates an 83% probability that Kevin Warsh will be appointed Federal Reserve Chair by May 15, 2025, rising from 50% weeks prior. A secondary contract assigns a 98% chance of appointment by June 30, 2025. The shift reflects trader conviction driven by Warsh's policy experience, White House signals, and a lack of strong alternatives. Market participants expect a decision within weeks, anticipating a potential shift toward tighter monetary policy under Warsh's leadership.
85. https://finance.yahoo.com/economy/policy/articles/kevin-warsh-fed-confirmation-hearing-155052039.html - Kevin Warsh, during his Federal Reserve chair confirmation hearing before the Senate Banking Committee, rejected expectations of immediate interest rate cuts. This stance has led market analysts to revise 2026 rate cut forecasts from three to one or none. With core inflation and unemployment figures remaining elevated, the article advises investors to shift focus from speculative growth stocks priced for rate cuts to quality companies with strong free cash flow and pricing power to mitigate valuation risks.
86. https://www.df.cl/senal-df/el-deal/el-regimen-argentino-que-seduce-inversiones-estabilidad-fiscal-por-30-anos - Argentina's government under President Javier Milei approved 13 investment projects worth over US$18.3 billion through the Large Investment Incentive Regime (RIGI). The scheme offers 30-year tax stability and free repatriation of profits to attract foreign capital, particularly in mining. Chilean mining leader Manuel Viera Flores noted the competitive advantage provided by Argentina's fiscal stability and regulatory speed, urging Chile to adopt similar reforms to maintain its regional investment leadership.
87. https://www.thehindubusinessline.com/news/electronics-firm-melss-forms-jv-with-us-based-valtech-for-specialty-chemicals-used-in-semiconductor-making/article70902438.ece - MEL Systems and Services (MELSS) signed a joint venture agreement with US-based Valtech Corporation on Friday to establish MELSS Valtech Ltd. The new entity will set up a manufacturing unit in Chennai to produce specialty chemicals and plastic products for the semiconductor and solar power sectors. Currently imported, these materials will be manufactured locally starting as early as October. The venture aims to strengthen the supply chain for India's growing semiconductor and OSAT facilities.
88. https://newatlas.com/engineering/roof-tiles-solar-panels-fraunhofer-shadecut/ - Fraunhofer ISE has developed ShadeCut technology, a film based on MorphoColor coating, that allows solar panels to be coloured or patterned while maintaining up to 95% of their power output. The technology uses a precise 3D photonic structure to reflect only specific colours via destructive interference, avoiding the significant efficiency losses associated with traditional diffusing foils. This innovation enables the aesthetic integration of photovoltaic systems into historic buildings, facades, and infrastructure without detracting from their appearance.
89. https://bitcoinworld.co.in/silver-price-forecast-bearish-tone/ - The silver price forecast for XAG/USD indicates continued bearish pressure as the metal fails to reclaim ground above its 50-day and 100-day simple moving averages. Trading below these levels near $23.50 and $24.00 respectively, the metal faces immediate support at $22.50 and major support at $21.50. Fundamental headwinds include a stronger U.S. dollar, hawkish Federal Reserve interest rate stances, and industrial demand concerns from China. Market sentiment data shows declining speculative long positions, while rising real yields further weigh on investor demand. Analysts warn that a break below $22.50 could accelerate selling pressure toward $21.50.
90. https://bitcoinworld.co.in/silver-price-forecast-bearish-tone/ - The silver price forecast for XAG/USD indicates continued bearish pressure as the metal fails to reclaim ground above its 50-day and 100-day simple moving averages. Trading below these levels near $23.50 and $24.00 respectively, the metal faces immediate support at $22.50 and major support at $21.50. Fundamental headwinds include a stronger U.S. dollar, hawkish Federal Reserve interest rate stances, and industrial demand concerns from China. Market sentiment data shows declining speculative long positions, while rising real yields further weigh on investor demand. Analysts warn that a break below $22.50 could accelerate selling pressure toward $21.50.
91. https://fd.nl/financiele-markten/1594344/aanklagers-stoppen-onderzoek-naar-fed-voorzitter-powell - US prosecutors have stopped the criminal investigation into Federal Reserve chairman Jerome Powell. The inquiry was part of President Donald Trump's campaign against the central bank's interest rate policy. A judge previously blocked legal filings, citing an attempt to pressure Powell. This development removes a barrier to the Senate's confirmation of Kevin Warsh as Powell's successor, whose nomination had been blocked by Senator Thom Tillis. Market expectations for lower interest rates increased following the news.
92. https://resourceworld.com/kuya-silver-beefs-up-leadership-team-in-peru-shares-rise/?utm_source=rss&utm_medium=rss&utm_campaign=kuya-silver-beefs-up-leadership-team-in-peru-shares-rise - Kuya Silver Corp appointed Edgardo Orderique as General Manager, Peru, to lead the operational ramp-up of its Bethania Silver Mine. The company aims to increase production to 350 tonnes per day. Shares rose 4.49% following the announcement. Financial results for the year ended December 31, 2025, showed a net loss of $3.58 million, a reduction from the previous year. The company holds approximately $27 million in cash to fund production and exploration plans.
93. https://uk.news.yahoo.com/brazil-aims-regulate-critical-minerals-181322688.html - Brazilian Finance Minister Dario Durigan stated that the country's planned critical minerals rules will not include fresh tax breaks. The aim is to secure national sovereignty and add value through domestic processing. Durigan indicated that critical minerals would be a priority in a May or June auction for the Eco Invest program. He noted that large fiscal incentives are unnecessary given strong global demand and existing investment attraction. Development Minister Marcio Rosa also reaffirmed the government's view against creating a state-owned company for the sector.
94. https://www.fxstreet.com/news/gold-holds-near-4-700-but-heads-for-weekly-loss-on-higher-for-longer-rate-outlook-202604241219 - Gold prices rose modestly on Friday to approximately $4,730 as the US Dollar softened following reports of Iranian Foreign Minister Abbas Araghchi's visit to Islamabad. Despite the intraday rebound, gold remains down nearly 2% for the week. Escalating tensions in the Strait of Hormuz have pushed oil prices higher, fueling inflation fears and reinforcing expectations that the Federal Reserve will maintain higher interest rates for longer. Technical analysis indicates a bearish bias with resistance near $4,748.
95. https://www.dostor.org/5522520 - The World Silver Institute reported that silver experienced its worst weekly decline in trading history, dropping 8% to settle at 74.48 per ounce on 24 April 2026. The fall was driven by stalled peace talks between Washington and Tehran, technical liquidations, and reduced industrial demand due to global energy shock fears. Concurrently, the Institute warned of an imminent delivery crisis for 27 April 2026, citing security disruptions in strategic shipping lanes that delayed 14.2 million ounces of physical contracts to European and Asian markets, potentially creating an immediate inventory gap.
96. https://dillongage.com/blog/gold-steady-as-investors-eye-middle-east/ - Gold prices held steady near $4,700 an ounce as investors monitored escalating tensions in the Middle East, specifically the war in Iran. Inflation fears associated with the conflict have pushed expectations for Federal Reserve interest rate cuts further out, with most investors now anticipating rates to remain unchanged until the end of next year. Higher interest rates and a stronger dollar have made gold less attractive, contributing to recent declines in precious metals including silver, palladium, and platinum.
97. https://www.billionaires.africa/2026/04/24/billionaire-naguib-sawiris-pours-another-400-million-into-gold-as-geopolitical-tensions-push-him-to-cut-egypt-real-estate/ - Naguib Sawiris, chairman of Orascom Investment Holding, has invested an additional $400 million in gold mining assets, primarily through La Mancha Resources, amid rising geopolitical tensions. He simultaneously reduced his real estate holdings in Egypt, shifting capital to UAE property and gold as safe havens. Sawiris views the current volatility as structural and plans to maintain these core positions long-term. His total gold mining exposure now exceeds $1.5 billion.
98. https://www.zerohedge.com/markets/getting-more-anxious - Rabobank strategist Bas van Geffen warns that unresolved Middle East conflicts, specifically between Israel, Lebanon, Iran, and the US, pose significant risks to global energy markets and equity prices. With oil prices rising and the Strait of Hormuz under blockade, the Bank of England and ECB are monitoring potential stagflationary impacts. Eurozone PMI data indicates building cost pressures and declining consumer confidence, suggesting an inflation shock is unavoidable. Markets remain underpriced regarding these supply risks.
99. https://www.fxstreet.com/news/gold-holds-near-4-700-but-heads-for-weekly-loss-on-higher-for-longer-rate-outlook-202604241219 - Gold prices rose modestly on Friday to approximately $4,730 as the US Dollar softened following reports of Iranian Foreign Minister Abbas Araghchi's visit to Islamabad. Despite the intraday rebound, gold remains down nearly 2% for the week. Escalating tensions in the Strait of Hormuz have pushed oil prices higher, fueling inflation fears and reinforcing expectations that the Federal Reserve will maintain higher interest rates for longer. Technical analysis indicates a bearish bias with resistance near $4,748.
100. https://dillongage.com/blog/gold-steady-as-investors-eye-middle-east/ - Gold prices held steady near $4,700 an ounce as investors monitored escalating tensions in the Middle East, specifically the war in Iran. Inflation fears associated with the conflict have pushed expectations for Federal Reserve interest rate cuts further out, with most investors now anticipating rates to remain unchanged until the end of next year. Higher interest rates and a stronger dollar have made gold less attractive, contributing to recent declines in precious metals including silver, palladium, and platinum.
101. https://www.investorideas.com/news/2026/mining/04241-london-silver-supply-liquidity-tightening.asp - The World Silver Survey 2026 reports that the era of virtually unlimited silver liquidity in London has ended due to persistent global deficits and increased ETP allocations. By end-September 2025, the free float of physical silver in London fell to a record low of 4,234 tonnes, triggering a liquidity squeeze in October 2025 where lease rates spiked to 39%. Although conditions have normalised with lease rates falling to 2-3% by mid-2026, the survey warns that structural tightness remains, with a projected 2026 deficit of 46.3 Moz and ongoing risks from potential US tariffs driving further arbitrage between London and New York vaults.
102. https://www.thehindubusinessline.com/markets/gold/gold-prices-firm-up-in-india-as-rupee-depreciates-against-dollar/article70901960.ece - Gold prices in India rose by ₹420 to ₹1,51,479 per 10g on Friday, driven by the rupee's depreciation against the dollar despite a global decline. Spot gold fell 0.2% to $4,685 per ounce. Analysts from LKP Securities and Kotak Securities attribute domestic gains to regional tensions in West Asia, while global prices face pressure from a stronger US dollar, rising Treasury yields, and elevated crude oil prices. Market volatility is expected to persist due to geopolitical uncertainty and hawkish Federal Reserve signals.
103. https://www.bloomberg.com/news/articles/2026-04-23/ecb-s-nagel-says-trump-s-fed-attacks-caused-flight-to-safety - Joachim Nagel, ECB Governing Council member, stated that President Donald Trump's repeated attacks on the Federal Reserve are causing distrust in US institutions and a flight from US assets and the dollar. Citing Bundesbank research from early 2025, Nagel noted that this pressure resulted in lower Treasury yields, falling equity prices, a surge in gold, and a weaker dollar rather than higher inflation expectations.
104. https://blogdocemagia.blogspot.com/2026/04/schrodingers-ceasefire.html - Tehran seized two ships and released footage of commandos boarding a cargo vessel, prompting US sanctions on the Strait of Hormuz. This disruption threatens global energy flows, with recovery potentially taking months or years. Rising oil and gas prices, alongside turmoil in aluminium, copper, and nickel markets, pose risks to global equities and Big Tech profit margins. The situation complicates Federal Reserve policy as inflation remains above target, with Kevin Warsh nominated to replace Jerome Powell facing pressure to lower rates despite economic headwinds.
105. https://www.bloomberg.com/news/articles/2026-04-23/ecb-s-nagel-says-trump-s-fed-attacks-caused-flight-to-safety - Joachim Nagel, ECB Governing Council member, stated that President Donald Trump's repeated attacks on the Federal Reserve are causing distrust in US institutions and a flight from US assets and the dollar. Citing Bundesbank research from early 2025, Nagel noted that this pressure resulted in lower Treasury yields, falling equity prices, a surge in gold, and a weaker dollar rather than higher inflation expectations.
106. https://www.actionforex.com/contributors/fundamental-analysis/638235-volatile-etf-flows-signal-investor-caution-in-the-gold-market/ - High volatility in the gold market during the first quarter led to fluctuating ETF flows, with outflows emerging in March. Total ETF inflows for the quarter were significantly lower than a year earlier, limiting overall demand. Elevated prices are weakening jewelry demand, while central bank actions, such as Turkey reducing reserves, remain key drivers. Despite short-term physical demand weakness, the medium-term outlook remains positive due to geopolitical uncertainty and expectations of accommodative Federal Reserve policy.
107. https://goldsilver.com/industry-news/video/what-are-cbdcs-and-why-should-gold-investors-care/ - In July 2025, the US Congress passed and President Trump signed the Anti-CBDC Surveillance State Act into law. This legislation permanently prohibits the Federal Reserve from issuing a digital dollar, halting federal Central Bank Digital Currency work. While 137 countries explore CBDCs, the US stands apart from this global trend. The article discusses how programmable currencies could restrict transactions and why gold investors should consider physical ownership as a resilient position against potential transaction-layer restrictions.
108. https://www.actionforex.com/contributors/fundamental-analysis/638235-volatile-etf-flows-signal-investor-caution-in-the-gold-market/ - High volatility in the gold market during the first quarter led to fluctuating ETF flows, with outflows emerging in March. Total ETF inflows for the quarter were significantly lower than a year earlier, limiting overall demand. Elevated prices are weakening jewelry demand, while central bank actions, such as Turkey reducing reserves, remain key drivers. Despite short-term physical demand weakness, the medium-term outlook remains positive due to geopolitical uncertainty and expectations of accommodative Federal Reserve policy.
109. https://www.thehindubusinessline.com/companies/hindustan-zinc-reports-68-q4-profit-surge-driven-by-rising-metal-prices/article70901763.ece - Hindustan Zinc, a Vedanta Group company, reported a 68 per cent increase in net profit to ₹5,033 crore for the March quarter, driven by rising silver and metal prices. Revenue rose 44 per cent to ₹12,692 crore, with silver revenue more than doubling. Production costs decreased by 9 per cent due to lower power costs. The company announced a capital expenditure of $500-$600 million for FY27 and expects mined metal production to reach 11.5 lakh tonnes. CEO Arun Misra noted that full-year mined metal production crossed 1.1 million tonnes.
110. https://www.openpr.com/news/4487833/semiconductor-sputtering-targets-market-analysis - The global semiconductor sputtering targets market reached a valuation of 11.44 billion in 2025. It is projected to expand at a compound annual growth rate of 7.84% from 2026 to 2033, attaining an estimated value of 20.93 billion by 2033. Growth is driven by increasing demand for miniaturized electronics, 5G infrastructure, and advanced packaging solutions. Key regions include Asia-Pacific, North America, and Europe. Major players include Materion Corporation, Tosoh Corporation, and Hitachi Metals Ltd.
111. https://www.fxstreet.com/news/oil-blockade-keeps-upside-inflation-risks-elevated-mufg-202604241303 - MUFG analyst Derek Halpenny states that a prolonged closure of the Strait of Hormuz is driving up oil and input costs, including agricultural and fuel prices. Halpenny assumes crude oil will average USD 115 in Q2, projecting US inflation rising to 3.8% by late in the year. The scenario threatens to increase global market volatility and pressure central banks to respond more aggressively.
112. https://theprint.in/economy/gold-silver-drop-for-3rd-day-on-strengthening-of-us-dollar/2913447/ - Precious metal prices in New Delhi fell for the third consecutive session on Friday, with gold declining Rs 200 and silver dropping Rs 3,000 per kilogram. The decline was driven by a strengthening US dollar, elevated global uncertainty, and geopolitical tensions in West Asia. Analysts from HDFC Securities, LKP Securities, and Kotak Securities noted that firm US Treasury yields and inflation concerns limited upside potential ahead of the Federal Open Market Committee decision.
113. https://www.powerelectronicsnews.com/vishay-expands-power-dfn-portfolio-with-ultrafast-rectifiers/ - Vishay Intertechnology has launched 16 FRED Pt ultrafast rectifiers in the DFN6546A package. Rated at 200 V with currents from 6 A to 15 A, the devices feature a compact 6.5 mm x 4.6 mm footprint and low profile. Available in commercial and AEC-Q101 automotive grades, they target high-efficiency designs in commercial, industrial, and automotive sectors, including EVs and ADAS. The components offer enhanced thermal performance and support automated assembly.
114. http://www.kakiforex.com/2026/04/gold-withers-amid-usd-strengthening-us.html - Gold prices remain near $4,700 as market sentiment shifts towards the US dollar and high oil prices, which spark inflation concerns. Geopolitical tensions between the United States and Iran escalated after US forces intercepted Iranian oil tankers, with President Donald Trump warning of potential attacks on Iranian infrastructure. While gold acts as a safe haven, its non-yielding nature makes it less attractive in a high-interest rate environment. However, strong demand from central banks, including the People's Bank of China, continues to support prices.
115. https://kingworldnews.com/another-gold-bull-market-catalyst-plus-a-look-at-the-big-shift/ - King World News reports that a decline in US oil rigs and tightening global liquidity conditions are creating a catalyst for a gold bull market. The outlet notes that rig counts have fallen significantly, threatening future oil supply, while traders anticipate a shift in US funding markets as liquidity shrinks. Experts cited suggest these factors, alongside geopolitical tensions, will drive precious metal prices higher.
116. https://investmacro.com/2026/04/week-ahead-rate-setters-take-centre-stage/ - ForexTime predicts that the Bank of Japan, Bank of Canada, Federal Reserve, European Central Bank, and Bank of England will leave interest rates unchanged in the week of 27 April to 1 May 2026. The analysis highlights heightened inflation concerns driven by geopolitical tensions in the Strait of Hormuz and triple-digit oil prices. While rates are expected to remain steady, central bank officials are anticipated to provide critical insights during press conferences and quarterly outlook reports. Market volatility is forecast for major currency pairs including USDJPY, USDCAD, USDInd, EURUSD, and GBPUSD following these decisions.
117. https://fxopen.com/blog/en/weekly-market-insights-with-gary-thomson-the-week-of-central-banks-and-earnings-reports/ - Gary Thomson discusses upcoming central bank interest rate decisions from the Bank of Canada, Federal Reserve, Bank of England, and European Central Bank scheduled for late April. The analysis also covers anticipated earnings reports from major technology corporations. Thomson notes that while rates are expected to remain unchanged, guidance from policymakers and corporate results may drive market volatility.
118. https://metalsandminers.substack.com/p/doug-casey-how-im-betting-mining - Doug Casey, a legendary speculator and resource investor, argues that mining stocks remain deeply undervalued relative to financial markets. He highlights the Iran conflict as a catalyst for higher energy prices and advocates for a bullish stance on gold, silver, copper, oil, gas, coal, and uranium. Casey specifically recommends focusing on small-cap junior mining companies over major firms, citing their volatility as an opportunity for significant gains. He warns of economic risks associated with government debt and interest rates, positioning hard assets as a hedge against potential market instability.
119. https://www.litefinance.org/blog/analysts-opinions/gold-price-prediction-forecast/xauusd-elliott-wave-analysis-and-forecast-for-240426-010526/ - Alex Geuta of LiteFinance provides an Elliott Wave analysis for XAU/USD between 24 April and 1 May 2026. The main scenario suggests long positions above 4,397.00 with a target of 5,610.00 to 6,000.00. An alternative scenario predicts a decline to 4,087.00 to 3,718.62 if the level of 4,397.00 breaks downwards. The forecast is based on technical theory and does not constitute investment advice.
120. https://news.robotfx.org/2026/04/breaking-silver-recovers-on-us-iran.html - Silver prices rebounded to $76 per ounce amid optimism regarding potential progress in US-Iran peace negotiations. Iranian Deputy Foreign Minister Abbas Araghchi is expected to arrive in Islamabad for talks between Washington and Tehran. Despite the recovery, silver remains on track for a weekly loss of nearly 7% due to limited negotiation progress, Strait of Hormuz closures, and rising inflation risks undermining non-yielding assets.
121. https://www.elfinanciero.com.mx/opinion/alejandra-marcos/2026/04/24/lecciones-de-powell-para-banxico/ - Alejandra Marcos argues that Banxico risks repeating Jerome Powell's errors by underestimating persistent inflation. The article highlights that while the general inflation rate is 4.53%, the underlying component remains high at 4.27%. It criticizes the central bank for cutting rates by 25 basis points, citing volatile non-underlying components, while ignoring the structural persistence of the underlying inflation, which has exceeded the 4% upper limit for over eleven months. The author warns that dismissing these trends as transitory could lead to severe economic costs similar to those faced by the US Federal Reserve.
122. https://www.redsharknews.com/will-critical-chemical-shortages-derail-the-analog-film-revival - Rising demand for analog film is straining supply chains due to reliance on a limited number of chemical suppliers and volatile silver prices. Key manufacturers like Kodak and Fujifilm face challenges from single-country dependencies for critical reducing agents and high material costs driven by competition from solar and EV sectors. Geopolitical tensions in the Strait of Hormuz further exacerbate silver price increases, creating significant lead times and cost pressures for the industry.
123. https://startuptalky.com/news/gold-silver-price-today-india-24-april-2026-silver-at-241000-kg-gold-24k-at-151850/ - Gold and silver prices in India declined on 24 April 2026, with 24K gold at ₹1,51,850/10g and silver at ₹2,41,000/kg. The correction followed a stronger US dollar and pushed Federal Reserve rate-cut expectations to late 2026. Despite the drop, both metals remain significantly higher year-on-year. Global COMEX prices also slipped as investors rotated into bonds amid the 'higher for longer' rate narrative.
124. https://www.fool.com/investing/2026/04/24/fed-chair-kevin-warsh-9-words-wall-street-worried/ - Kevin Warsh, nominee for Federal Reserve chair, stated during Senate testimony that the central bank must exit fiscal policy by deleveraging its $6.7 trillion balance sheet. Warsh argued that the Fed owning significant debt constitutes disguised fiscal policy. This stance implies a shift towards raising yields and increasing borrowing costs, potentially impacting Wall Street markets as the outgoing chair Jerome Powell faces pressure from President Trump to lower rates.
125. https://www.fxstreet.com/news/fed-outlook-steady-as-war-risks-build-rabobank-202604241126 - Rabobank Senior US Strategist Philip Marey projects the Federal Reserve will maintain current policy at the upcoming FOMC meeting in late April. While two rate cuts in September and December remain the baseline forecast, the bank warns that escalating war risks with Iran could force the Committee to remove anticipated cuts rather than add them. Chair Powell may face scrutiny regarding the economic impact of the conflict and his future role after his term ends in May.
126. https://www.indiasnews.net/news/279009318/indian-central-bank-warns-of-rising-inflation-risks - The Reserve Bank of India (RBI) has warned of increased upside inflation risks driven by supply-side disruptions linked to the Middle East conflict. Deputy Governor Poonam Gupta stated that while inflation remains within tolerance bands, the bank is adopting a cautious approach, assuming the conflict will resolve within months. The central bank noted no evidence of second-round effects on inflation expectations but highlighted potential pressure from rising petroleum prices. Concurrently, HSBC downgraded India to underweight, and UN and World Bank reports project slower economic growth for FY27 due to the ongoing geopolitical tensions and energy market disruptions.
127. https://cryptobriefing.com/ecb-signals-possible-rate-hike-amid-iran-war-inflation-pressures/ - ECB board member Kazimir indicated that the ongoing war in Iran may necessitate a slight interest rate increase due to inflationary pressures. Market pricing for a 50+ basis point rate cut at the April 2026 meeting is at 0.1%, reflecting a hawkish stance. High energy prices and potential Strait of Hormuz disruptions are expected to sustain inflation, making rate cuts unlikely in the near term. The next ECB meeting is scheduled for April 30.
128. https://yellowhammernews.com/gary-palmer-it-has-never-been-more-important-for-america-to-have-a-secure-supply-chain/ - U.S. Rep. Gary Palmer (R-Hoover) led a hearing on April 22, 2026, calling for Congress to cut government red tape to secure America's critical mineral supply chain. Palmer highlighted China's dominance in producing and recycling critical minerals, citing national security risks. He praised the Trump administration's executive orders but proposed HR 4370, the Securing America's Mineral Supply Act, to codify policies supporting domestic mining and processing. The Energy and Commerce Committee aims to reform environmental laws to facilitate reshoring the entire supply chain.
129. https://fortune.com/article/current-price-of-gold-04-24-2026/ - Gold prices stood at $4,697 per ounce on April 24, 2026, representing a $1,378 increase from the previous year. The rise is attributed to persistent inflation and economic uncertainty. While equities historically outperformed gold from 1971 to 2024, experts recommend gold for portfolio diversification and as an inflation hedge during volatile markets. Investment options include physical bullion, coins, ETFs, and futures.
130. https://www.theglobaltreasurer.com/2026/04/24/scott-bessents-swap-diplomacy-a-new-front-for-us-treasury/ - President Trump and Secretary Scott Bessent are utilising the US Treasury's Exchange Stabilisation Fund to provide dollar swap lines to strategic partners including the UAE and Argentina. This initiative, described as 'swap diplomacy', aims to build confidence amidst regional conflict. The move represents a shift away from traditional Federal Reserve independence towards a political model of global dollar liquidity, linking financial stability with strategic allyship.
131. https://www.globalminingreview.com/mining/24042026/latin-america-captures-only-a-fraction-of-the-global-mining-budget-despite-its-high-geological-potential/ - Iván Arriagada, CEO of Antofagasta plc, stated at the World Mining Congress 2026 that Latin America accounts for approximately 25% of the global US$12 billion mining exploration budget in 2025. Despite strong geological potential for copper and precious metals, the region faces slow permitting processes. Industry leaders, including the President of the International Council on Mining and Metals, emphasise a historic opportunity to secure critical minerals through new developments in Chile and Peru to meet growing global demand.
132. https://www.glassonline.com/fraunhofer-ise-coloured-films-enable-patterns-on-pv-modules/ - Fraunhofer Institute for Solar Energy Systems ISE has developed MorphoColor technology to create coloured films with transparent cutouts for photovoltaic modules. This ShadeCut technology allows modules to imitate designs like roof tiles or masonry without significantly reducing efficiency. Independent measurements confirm the coated modules deliver approximately 95 percent of the power output of uncoated equivalents. The technology is applicable to standard PV and solar thermal modules for use in facades, roof-integrated systems, and historic buildings.
133. https://ommcomnews.com/business-news/india-forex-reserves-rise-to-703-3-billion-amid-west-asia-tensions/ - India's foreign exchange reserves increased by $2.3 billion to reach $703.3 billion in the week ending April 17, according to the Reserve Bank of India. This rise follows a period of depletion caused by global uncertainty and currency interventions related to West Asia conflicts. Gold reserves also rose by $79 million to $122.13 billion. The data indicates a recovery trend, though reserves remain below the February 2026 peak.
134. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5265947-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D8%AA%D8%AC%D9%87-%D9%86%D8%AD%D9%88-%D8%AE%D8%B3%D8%A7%D8%B1%D8%A9-%D8%A3%D8%B3%D8%A8%D9%88%D8%B9%D9%8A%D8%A9-%D9%85%D8%B9-%D8%AA%D8%B5%D8%A7%D8%B9%D8%AF-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D9%88%D9%85%D8%AE%D8%A7%D9%88%D9%81-%D8%A7%D9%84%D8%AA%D8%B6%D8%AE%D9%85 - Gold prices declined slightly on Friday, heading towards a weekly loss of nearly 3 per cent to $4,683.13 per ounce. The drop follows a four-week gain streak, driven by rising oil prices, which surged 17 per cent to over $105 per barrel due to the closure of the Strait of Hormuz. These developments have heightened inflation concerns and the likelihood of sustained high interest rates, reducing gold's attractiveness as a non-yielding asset. Analyst Kelvin Wong from AWANDA noted that geopolitical tensions in the Middle East remain a key factor influencing market direction.
135. https://www.business-standard.com/markets/commodities/gold-outlook-range-bound-with-bearish-bias-check-support-resistance-126042400761_1.html - Spot gold traded with a bearish tilt at $4728, finding support near $4668 while oil prices rose due to Strait of Hormuz supply concerns. The metal, which posted a weekly gain of 1.67 per cent, continues to correlate inversely with crude oil, the dollar, and yields. Geopolitical tensions in West Asia and rising inflation expectations from US data are pressuring gold. Key resistance is at $4850, with support at $4600. Upcoming central bank decisions from the Fed, BoE, and ECB are expected to influence the rate path and gold's trajectory.
136. https://www.cityam.com/bank-of-england-firms-are-bracing-for-price-rises-and-job-cuts/ - The Bank of England survey indicates UK firms anticipate inflation reaching four per cent and employment declines over the next year, driven by Middle East tensions. Businesses expect immediate increases in fuel and transport costs, with food prices likely to rise further. These findings suggest a risk of stagflation, prompting the Monetary Policy Committee to reassess interest rate decisions, with some economists suggesting a potential hike in June.
137. https://www.business-standard.com/markets/commodities/gold-outlook-range-bound-with-bearish-bias-check-support-resistance-126042400761_1.html - Spot gold traded with a bearish tilt at $4728, finding support near $4668 while oil prices rose due to Strait of Hormuz supply concerns. The metal, which posted a weekly gain of 1.67 per cent, continues to correlate inversely with crude oil, the dollar, and yields. Geopolitical tensions in West Asia and rising inflation expectations from US data are pressuring gold. Key resistance is at $4850, with support at $4600. Upcoming central bank decisions from the Fed, BoE, and ECB are expected to influence the rate path and gold's trajectory.
138. https://www.defenseworld.net/2026/04/24/ishares-gold-trust-iau-shares-sold-by-briaud-financial-planning-inc.html - Briaud Financial Planning Inc reduced its position in iShares Gold Trust by 6.7% in the fourth quarter, selling 5,813 shares. The firm now holds 81,225 shares valued at $6,593,000, representing 1.6% of its portfolio. While Briaud decreased its stake, other institutional investors including Ehrlich Financial Group, First Horizon Corp, Strategic Blueprint LLC, MA Private Wealth, and Copperleaf Capital LLC increased their holdings in the third quarter. Institutional investors and hedge funds collectively own 59.67% of the trust's stock.
139. https://www.defenseworld.net/2026/04/24/cornerstone-advisory-llc-has-3-97-million-stock-holdings-in-spdr-gold-shares-gld.html - Cornerstone Advisory LLC increased its position in SPDR Gold Shares (GLD) by 106.5% during the fourth quarter, purchasing an additional 5,165 shares. The fund's total holding of 10,017 shares was valued at $3.97 million at the end of the period. Other institutional investors, including May Barnhard Investments LLC, Hoey Investments Inc., Nvest Wealth Strategies Inc., Wingate Wealth Advisors Inc., and Davis Capital Management, also modified their stakes in the exchange-traded fund during the same timeframe.
140. https://www.ukbusinessmagazine.co.uk/why-precious-metals-are-making-a-comeback/ - Precious metals such as gold and silver are regaining importance in the global economy due to inflation concerns, geopolitical tensions, and currency fluctuations. Investors view these tangible assets as hedges against economic instability and stores of value. Central banks are increasing gold reserves, while industrial demand for silver grows alongside technological and renewable energy expansion. Changing investor behaviour and easier access through digital platforms further drive this trend.
141. https://www.actionforex.com/live-comments/638188-snbs-schlegel-flags-global-uncertainty-from-middle-east-conflict-signals-policy-readiness/ - SNB Chair Martin Schlegel stated that the Middle East conflict is increasing global economic uncertainty and driving up energy prices, which will likely raise inflation and temporarily slow growth. While acknowledging external shocks are beyond the central bank's control, Schlegel emphasised that the SNB remains focused on domestic stability and is prepared to adjust monetary policy at any time to fulfil its mandate.
142. https://www.myjoyonline.com/mining-firms-to-face-penalties-over-illegal-activity-on-concessions-epa/ - The Environmental Protection Authority (EPA) has directed mining companies in Ghana to prevent illegal mining within their concessions or face severe regulatory sanctions. Citing rising environmental degradation, the Authority mandated enhanced security, monitoring, and reporting measures. Failure to comply will result in permit suspension, revocation, or fines. A nationwide compliance monitoring exercise is scheduled to begin on May 10, 2026, assessing adherence to environmental standards under the Environmental Protection Act, 2025.
143. https://chemindigest.com/u-s-commerce-department-imposes-preliminary-anti-dumping-duties-on-solar-imports/ - The US Commerce Department announced preliminary anti-dumping duties on solar cells and panels imported from India, Indonesia, and Laos. Preliminary dumping margins were calculated at 123.04% for India, 35.17% for Indonesia, and 22.46% for Laos. These tariffs target nations accounting for approximately $4.5 billion in US solar imports last year. The decision aligns with the petition filed by the Alliance for American Solar Manufacturing and Trade, which represents companies including First Solar and Qcells. Final rulings are expected in July and September.
144. https://chemindigest.com/loom-solar-secures-land-for-solar-manufacturing-facility/ - Loom Solar has received an additional 33,400 sq m land allotment from the Uttar Pradesh government at the Industrial Model Land Corporation in Meerut. This site will host an independent solar module manufacturing facility, complementing the company's existing 7.5-acre site in Kosi where a 1.2 GW unit is under development. The expansion supports India's target of 500 GW non-fossil fuel capacity by 2030 and aligns with national initiatives like Aatmanirbhar Bharat and PLI schemes. Amod Anand, Co-Founder and Director, highlighted the strategic importance of domestic manufacturing for energy independence.
145. https://mugglehead.com/retail-solar-demand-makes-chinas-silver-imports-ascend-to-record-high-in-march/ - China imported a record 836 tons of silver in March, a 78 per cent increase from February and 173 per cent above the ten-year seasonal average. Retail investors and solar manufacturers drove the surge ahead of an export tax rebate deadline. As the world's top silver consumer, China's demand highlights global supply tightness, with analysts predicting deficits through 2026. Forecasts for silver prices vary, ranging from US$44 to US$150 per ounce, reflecting divergent views on industrial demand and cost-cutting measures in the solar sector.
146. https://www.business-standard.com/markets/news/silver-outlook-bearish-in-near-term-analyst-flag-72-as-next-key-support-126042400695_1.html - Spot silver traded at $76.11, down 1.55 per cent, following a weekly gain of 6.61 per cent to close at $80.89. The metal faces near-term pressure due to inflation worries and rate concerns. Global silver ETF holdings fell 7.36 per cent year-to-date, while COMEX inventory slumped 61 per cent. Despite a projected 2026 deficit of 46.3 million troy ounces, the outlook remains bearish in the short term with $72 identified as the next key support level.
147. https://www.fxstreet.com/news/silver-price-forecasts-xag-usd-hits-fresh-lows-sub-7400-in-risk-off-markets-202604240852 - Silver (XAG/USD) declined for a second consecutive day, trading at $74.65 after hitting 10-day lows near $73.95. The drop was driven by US Dollar strength and waning hopes for a swift resolution to the Middle East conflict. Technical indicators show bearish pressure with the Relative Strength Index nearing oversold conditions and the Moving Average Convergence Divergence remaining negative. Support is found near $74.60, with further downside targets between $72.00 and $72.61.
148. https://londonlovesbusiness.com/gold-set-for-weekly-loss-as-treasury-yields-remain-firm/ - Gold prices edged lower on Friday, tracking for a weekly decline due to firm US Treasury yields and persistent inflation concerns. Tensions in the Strait of Hormuz and the collapse of peace talks are driving up oil prices, reinforcing inflation risks. Investors anticipate the Federal Reserve will keep rates unchanged while assessing the conflict's impact, with similar caution expected from the Bank of Japan and the European Central Bank. Near-term gold trajectories remain tied to energy markets and inflation expectations, though central bank purchases offer longer-term support.
149. https://menews247.com/markets-hold-highs-as-oil-shock-tests-momentum-comments-from-century-financial/ - US markets edged higher despite geopolitical tensions elevating oil prices and yields. The S&P 500 traded near $7,120, supported by strong semiconductor earnings from Intel and potential $3 billion investment from Tesla. Crude oil prices retreated slightly after climbing over 4% on supply disruptions in the Middle East, with US-Iran negotiations stalled. Gold and silver fell as inflation worries and steady Fed rate expectations diminished safe-haven demand. The US Dollar Index broke above 98.73, supported by persistent energy risks and cautious central bank messaging regarding stagflation.
150. https://wccftech.com/intel-using-14a-tech-for-its-own-internal-chips-is-a-clever-move/ - Intel CEO Lip-Bu Tan confirmed during the Q1 2026 earnings call that the company will utilise its 14A process technology for multiple internal chip tape-outs. This strategic move aims to secure better control over wafer supply chains amidst industry-wide capacity constraints. The decision follows successful external adoption, including Tesla as a customer, and leverages improved yields at the 14A node compared to previous technologies.
151. https://dinarchronicles.com/2026/04/24/jon-dowling-indias-involvement-with-metals-when-will-silver-break-free/ - Micah Haince, Senior Sales Manager at Noble Gold Investments, discussed on the Jon Dowling podcast that silver prices could surge to between $300 and $500 per ounce due to a supply-demand imbalance. The analysis highlights structural mining challenges, robust demand from central banks including those in China, India, and Russia, and dwindling inventories on Western exchanges. Haince warns of potential physical shortages and rising premiums, suggesting a historic breakout for the metal.
152. https://dinarchronicles.com/2026/04/24/mark-moss-the-man-who-ran-the-us-treasury-in-2008-just-told-everyone-to-prepare/ - Former US Treasury Secretary Henry Paulson warns that the United States is heading toward a significant financial crisis, urging policymakers to prepare an emergency plan. The article notes recent US Treasury debt buybacks and shifting global asset preferences toward gold and Bitcoin as nations reduce reliance on US debt. It outlines the mechanics of a potential debt spiral involving rising yields, currency devaluation, and inflation, suggesting investors should diversify into unprintable assets.
153. https://dinarchronicles.com/2026/04/24/mark-moss-the-man-who-ran-the-us-treasury-in-2008-just-told-everyone-to-prepare/ - Former US Treasury Secretary Henry Paulson warns that the United States is heading toward a significant financial crisis, urging policymakers to prepare an emergency plan. The article notes recent US Treasury debt buybacks and shifting global asset preferences toward gold and Bitcoin as nations reduce reliance on US debt. It outlines the mechanics of a potential debt spiral involving rising yields, currency devaluation, and inflation, suggesting investors should diversify into unprintable assets.
154. https://copperbeltkatangamining.com/us-backed-mining-deal-in-congo-faces-scrutiny-over-firms-claimed-experience/?utm_source=rss&utm_medium=rss&utm_campaign=us-backed-mining-deal-in-congo-faces-scrutiny-over-firms-claimed-experience - Virtus Minerals, a US company involved in a $30 million acquisition of Chemaf assets in the Democratic Republic of Congo, faces scrutiny regarding its claimed operational experience. While the deal represents the first tangible investment under the US-DRC strategic minerals partnership, records indicate the company did not successfully acquire a key processing facility in Likasi, which has been inactive since 2012. Consequently, a $2 million USAID grant supporting the project was suspended in August 2024 due to lack of proof of ownership. The situation raises questions about due diligence and operational capacity within the critical minerals sector.
155. https://copperbeltkatangamining.com/ivanhoe-advances-platreef-expansion-with-key-shaft-and-processing-milestones/?utm_source=rss&utm_medium=rss&utm_campaign=ivanhoe-advances-platreef-expansion-with-key-shaft-and-processing-milestones - Ivanhoe Mines announced the completion of Shaft 3 and the commencement of Phase 2 concentrator construction at its Platreef Mine in Limpopo, South Africa. These milestones increase hoisting capacity five-fold to approximately five million tonnes per year. Long-hole stoping is expected to begin shortly, with Phase 1 ramping to commercial production by mid-year. The Phase 2 concentrator, scheduled for completion by the end of next year, will support a 3.3-million-tonne-per-year capacity. Shaft 2 widening is underway to support future operations by 2028.
156. https://kalkinemedia.com/au/stocks/metal-and-mining/whats-driving-fresh-momentum-at-asxrml - Resolution Minerals Ltd (ASX:RML) has secured approximately twenty million dollars in capital commitments to fund an expanded drilling program at its Horse Heaven Project in Idaho, United States. The funding, backed by institutional investors, supports the company's exploration strategy and aligns with plans to seek a potential listing on a major US exchange to broaden market access. This development aims to accelerate resource estimation and operational growth within the mining sector.
157. https://www.forexanalytix.com/blog/gold-in-consolidation-fed-on-hold-could-keep-prices-range-bound/ - Analysts predict gold prices will consolidate around the 4500 level due to the Federal Reserve maintaining interest rates amidst elevated US inflation above 3%. The analysis suggests a potential pullback to 4000 or 3500 before further entries, citing a correlation between rate cuts and gold rallies. The outlook indicates a higher degree wave four correction in the Elliott Wave perspective.
158. https://mqworld.com/how-mining-companies-are-innovating-to-address-sustainable-tailings-management/ - DRDGOLD is deploying advanced monitoring systems, including algorithms linked to pressure sensors, to manage safety risks associated with tailings pipelines in Johannesburg. The company's Ergo operation focuses on treating historical tailings to address environmental liabilities and enable land rehabilitation. Industry experts highlighted the need for strong ESG strategies, concurrent rehabilitation practices, and streamlined regulatory implementation to support sustainable mining in South Africa.
159. https://goldbroker.com/news/oil-no-longer-prices-gold-becomes-benchmark-3702 - Analysts report that the NYMEX crude oil market is losing its link to physical supply, with only 3,000 WTI contracts maturing in May 2026 compared to a historical average of 90,000. This divergence suggests the paper market is cracking as participants avoid delivery risks. Amidst logistical bottlenecks, particularly around the Strait of Hormuz, gold is emerging as an anchor asset reflecting a loss of confidence in the energy derivatives system rather than just inflation.
160. https://www.cityam.com/bank-of-england-expects-market-adjustment-as-share-prices-underestimate-risk/ - Sarah Breeden, the Bank of England's deputy governor for financial stability, warned that global share prices currently underplay significant economic risks and an adjustment is expected. Citing the Middle East conflict, the US AI bubble, and stretched valuations, Breeden noted that current prices have not reached a floor reflecting these pressures. The Bank's Financial Policy Committee previously warned that such shocks could trigger a bond and private credit crisis, weigh on growth, and increase inflation, with rising fuel costs already driving inflation to 3.3 per cent in March.
161. https://theheraldghana.com/ghana-orders-newmont-anglogold-zijin-to-localise-mining-operations-or-face-shutdown/ - Ghana's Minerals Commission has mandated major mining firms Newmont, AngloGold Ashanti, and Zijin to transition to local contract mining by December 2026 or face sanctions including fines and operational shutdowns. The directive, part of revised regulations from January 2025, requires surface mining by fully Ghanaian-owned companies and underground operations by firms with at least 50% local ownership. While Zijin is engaging with regulators, Newmont's request for an extension was rejected. Non-compliance risks severe penalties as the government aims to boost local capacity and retain resource value.
162. https://stockhead.com.au/uncategorized/patriot-leads-silver-charge/ - Patriot Resources shares surged 44.12% after unveiling a large JORC-compliant silver-gold exploration target in Peru. Elevra Lithium reported record revenue and improved mill utilisation from its Canadian operation. Omega Oil & Gas raised $60m to expand drilling in Queensland. MGX pivoted to gold with a stake in Central Tanami, while Godolphin Resources identified a new sulphide hit in New South Wales. The rally reflects strong performance across resources sectors including silver, lithium, oil, and gold.
163. https://www.pv-magazine.com/2026/04/24/inside-pv-manufacturing-midsummers-cigs-factory-in-italy/ - Midsummer, a Swedish thin-film solar specialist, has operationalised a €50 million factory in Bari, Italy, in 2024. The facility, led by Jarno Montella, produces up to 50 MW of CIGS solar cells and modules annually. It is fully vertically integrated, sourcing materials within the EU to avoid reliance on China or Russia. The plant supplies the EU, US, and Colombia, supporting Midsummer's broader expansion strategy including a new Swedish facility.
164. https://sana.sy/economy/2458760/ - Gold prices declined slightly on Friday, recording a weekly loss of approximately 3% to $4686.29 per ounce, as rising oil prices exacerbated inflation concerns and kept interest rates high. Brent crude oil surged over 17% since the start of the week, reaching above $105 per barrel, driven by fears of renewed military escalation in the Middle East and the closure of the Strait of Hormuz. Analysts warn that sustained oil price increases will pressure gold further by increasing inflation risks and reducing its attractiveness as a non-yielding asset against a strengthening US dollar.
165. https://survivalblog.com/2026/04/24/silver-prices-will-still-go-much-higher-by-hubert-moolman/ - Hubert Moolman argues that silver prices are not overextended and will continue to rise, comparing the current market structure to the 2004 and 1970s bull markets. He suggests silver could reach $850 based on historical multipliers from the 1970s peak. The analysis indicates the current bull market is still in its early stages.
166. https://www.mining-technology.com/news/vizsla-silver-advances-panuco-project-new-contract/ - Vizsla Silver has awarded an EPCM contract worth approximately $170m to M3 Engineering & Technology and a mine design contract to Mining Plus for its Panuco silver-gold project in Sinaloa, Mexico. The agreements cover process plant construction, surface infrastructure, and detailed mine design. Main development activities are progressing as scheduled, with key milestones including a mining contract award in the second quarter of 2026 and operations commencing upon receiving the MIA environmental permit. The company previously secured a $220m project finance mandate from Macquarie Bank in September 2025.
167. https://fmdrc-zambia.com/ivan-arriagada-latin-america-captures-only-25-of-the-global-budget-despite-its-high-geological-potential/?utm_source=rss&utm_medium=rss&utm_campaign=ivan-arriagada-latin-america-captures-only-25-of-the-global-budget-despite-its-high-geological-potential - Iván Arriagada, CEO of Antofagasta plc, stated that Latin America accounts for only 25% of global mining exploration spending despite high geological potential. Speaking at the World Mining Congress 2026, he highlighted the risk of failing to meet critical mineral demand due to slow permitting processes. Arriagada and the International Council on Mining and Metals (ICMM) President urged Chile and Peru to capitalise on a historic window of opportunity to accelerate production through new developments.
168. https://www.businesswire.com/news/home/20260423414383/en/Omdia-Raises-2026-Semiconductor-Forecast-to-62.7-as-AI-Drives-Global-Memory-Crunch?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * Omdia has increased its 2026 semiconductor revenue forecast to 62.7%, driven by unprecedented growth in DRAM and NAND markets. * Demand for High Bandwidth Memory (HBM) and data center servers is exacerbating supply constraints expected to persist until 2027. * Computing and data storage segments are projected to rise 90% year-on-year, exceeding $700bn in revenue. * Consumer electronics revenues will grow due to higher memory pricing despite flat smartphone unit shipments. * Analysts warn that current growth is primarily driven by higher average selling prices rather than increased unit shipment volumes.
169. https://www.essahafa.tn/2026/04/23/%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D8%AA%D8%B1%D8%A7%D8%AC%D8%B9-%D8%A8%D8%B6%D8%BA%D8%B7-%D9%85%D9%86-%D9%85%D8%AE%D8%A7%D9%88%D9%81-%D8%A7%D9%84%D8%AA%D8%B6%D8%AE%D9%85-%D9%88%D8%AA%D8%B1%D9%82/ - Gold prices declined 0.5% to $4,716.03 per ounce on Thursday as rising oil prices exacerbated inflation concerns and kept interest rate expectations high. Brent crude remained above $100 per barrel following lower-than-expected US fuel stockpiles and stalled negotiations. Investors also awaited developments between the United States and Iran regarding the ongoing conflict. Tim Water, senior market analyst at KCM Trade, noted that oil above $100 keeps inflation fears dominant, placing gold in a defensive position. Higher rates make yield-bearing assets more attractive than the precious metal.
170. https://ohsem.me/2026/04/fujifilm-develops-the-worlds-first-fluorine-free-negative-arf-immersion-resist/ - Fujifilm Corporation announced the development of the world's first fluorine-free negative ArF immersion photoresist, designed for advanced nodes in AI semiconductor manufacturing. The material eliminates carbon-fluorine bonds to address environmental concerns regarding PFAS and reduce wastewater treatment energy. Samples are being provided to customers for evaluation, with early commercialization targeted following successful testing.
171. https://vongreyerz.gold/matthew-piepenburg-on-stagflation-fiscal-dominance-the-trap-facing-central-banks - Matthew Piepenburg, Partner at VON GREYERZ, argues on the WTFinance Podcast that central banks face an impossible dilemma between raising interest rates to combat inflation or keeping them low to avoid destabilising debt-burdened systems. He predicts a structural shift towards stagflation where traditional policy tools fail, leading to currency debasement and declining purchasing power. Consequently, Piepenburg asserts that gold is re-emerging as real money and a tool for wealth preservation against these structural risks.
172. https://kibrisgazetesi.com/altin-fiyatlarinda-petrol-baskisi-devam-ediyor/ - Gold prices declined this week due to rising oil costs and geopolitical tensions between the US and Iran. Spot gold fell 0.1% to $4,686.29 per ounce, while Brent crude oil surged over 17% to above $105 per barrel. Analyst Kelvin Wong noted that high oil prices fuel inflation and increase interest rate expectations, reducing gold's appeal. The US dollar also rose 0.7%, further pressuring gold prices. US 10-year Treasury yields increased by over 2%, raising the opportunity cost of holding gold. The situation remains dependent on developments in the Middle East.
173. https://www.mercomindia.com/renew-to-set-up-6-5-gw-solar-ingot-wafer-facility-in-andhra-pradesh - Independent power producer ReNew Energy Global announced plans to establish a 6.5 GW solar ingot-wafer manufacturing facility in Anakapalli, Andhra Pradesh. The project involves an investment of approximately ₹42 billion and aims to enable backward integration of the company's solar module and cell manufacturing processes. Andhra Pradesh Chief Minister Chandrababu Naidu laid the foundation stone for the plant. The facility is expected to be commissioned within 24 months as part of ReNew's broader investment commitment in the state.
174. https://bitcoinworld.co.in/gold-vulnerable-us-dollar-inflation/ - Gold prices remain vulnerable near a two-week low due to a surging US dollar and escalating inflation fears. Strong US economic data, including retail sales and employment figures, fuels expectations of prolonged high interest rates, increasing the opportunity cost of holding non-yielding gold. While geopolitical tensions between the US and Iran typically boost safe-haven assets, the dollar's dominance overrides this effect. Central bank purchases provide long-term support but fail to reverse short-term declines driven by macro factors. The near-term outlook remains bearish with key support at $2,280 per ounce.
175. https://www.actionforex.com/live-comments/638108-silver-price-fails-at-84-will-oil-and-dollar-strength-accelerate-a-move-to-60/ - Silver prices have dropped below the $75 level amid strengthening oil prices and the US dollar. Rising energy costs are fueling inflation expectations, which are pushing global interest rate forecasts higher. This 'higher-for-longer' rate outlook reduces the appeal of non-yielding assets like silver. Technically, the metal has rejected near the 38.2% retracement level, with analysts warning of a potential decline toward the March low near $60 if momentum continues.
176. https://globalkashmir.net/rbi-warns-of-second-round-inflation-risks-amid-west-asia-conflict/ - The Reserve Bank of India cautioned that supply shocks from the West Asia conflict could transform into demand-side pressures, creating second-round inflation risks. While a ceasefire between the US and Iran offered temporary relief, persistent geopolitical tensions and rising energy costs maintain macroeconomic uncertainty. The central bank emphasised the need for continuous assessment as these factors threaten both inflation and growth, despite strong domestic fundamentals and resilient economic activity.
177. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-remains-vulnerable-near-75-as-oil-prices-hold-weekly-gains-202604240319 - Silver prices trade near $75 under pressure from rising oil costs and tight monetary conditions. WTI oil holds near $95 due to Strait of Hormuz closures, fueling inflation expectations that discourage central banks from easing policy. Investors await announcements from the Bank of Japan, Federal Reserve, and European Central Bank. Technical analysis indicates a bearish tone with support at $72.61 and resistance near $79.30.
178. https://dollarcollapse.com/top-three-videos-april-24-2026/ - Axel Merk argues that gold's recent rally is driven by structural forces including US fiscal deficits, tariffs, and the end of Pax Americana, rather than short-term noise. He notes that while the Iran war and rising real yields caused temporary headwinds, the core thesis remains intact due to unsustainable entitlements and lack of political will for reform. Merk suggests the incoming Fed chair Kevin Warsh will shift focus to treasury operations but dismisses wealth taxes and AI as solutions, maintaining that only constitutional spending limits can fix the system.
179. https://www.actionforex.com/live-comments/638108-silver-price-fails-at-84-will-oil-and-dollar-strength-accelerate-a-move-to-60/ - Silver prices have dropped below the $75 level amid strengthening oil prices and the US dollar. Rising energy costs are fueling inflation expectations, which are pushing global interest rate forecasts higher. This 'higher-for-longer' rate outlook reduces the appeal of non-yielding assets like silver. Technically, the metal has rejected near the 38.2% retracement level, with analysts warning of a potential decline toward the March low near $60 if momentum continues.
180. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-remains-vulnerable-near-75-as-oil-prices-hold-weekly-gains-202604240319 - Silver prices trade near $75 under pressure from rising oil costs and tight monetary conditions. WTI oil holds near $95 due to Strait of Hormuz closures, fueling inflation expectations that discourage central banks from easing policy. Investors await announcements from the Bank of Japan, Federal Reserve, and European Central Bank. Technical analysis indicates a bearish tone with support at $72.61 and resistance near $79.30.
181. https://www.fxstreet.com/news/gold-seems-vulnerable-near-two-week-low-as-us-iran-standoff-and-inflation-fears-lift-usd-202604240359 - Gold prices fell to a two-week low near $4,758 during the Asian session on Friday, driven by escalating US-Iran tensions over the Strait of Hormuz and renewed inflation concerns. The geopolitical standoff and potential energy supply disruptions support the US Dollar and Treasury yields, weighing on the non-yielding metal. Market expectations for a dovish Federal Reserve have diminished, with pricing now suggesting only one 25-basis-point rate cut in 2026. Technical indicators indicate a bearish bias with downside pressure persisting beneath the 200-period EMA.
182. https://smallcaps.com.au/article/broken-hill-mines-lifts-rasp-output-and-cash-flow-as-pinnacles-nears-restart - Broken Hill Mines reported a stronger March quarter at its Rasp mine, driven by higher-grade feed from the Main Lode. This resulted in a 29% increase in ore processed, significant rises in silver, lead, and zinc production, and a 45% lift in operating cash flow to A$2.4 million. The company expects further tonnage increases in the June quarter with the Pinnacles mine set to resume mining operations. Additionally, growth capital expenditure dropped 28% as the owner-operator transition took effect, while exploration drilling continues at both sites.
183. https://kalkinemedia.com/au/stocks/metal-and-mining/silver-momentum-builds-as-miner-eyes-production-milestone - Kuya Silver Corp reports steady progress in the production ramp-up at its Bethania Silver Project in Peru. The company aims to complete the first stage of ramp-up to increase capacity. Additionally, Kuya Silver plans to acquire the Camila plant to integrate processing capabilities and improve operational independence. Exploration activities are also expanding to unlock further potential. These developments align with rising global silver demand driven by industrial applications in electronics and renewable energy.
184. https://kalkinemedia.com/au/stocks/metal-and-mining/newpeak-metals-asxnpm-driving-asx-300-mining-buzz - NewPeak Metals (ASX:NPM) is preparing to commence drilling activities at its Argentina projects as part of its exploration strategy. The company is also advancing developments at its Tansey project, with recent assay results drawing attention within the exploration segment. These initiatives reflect broader activity and project development within the Australian mining and resources sector.
185. https://www.goodreturns.in/gold/crash-in-gold-rate-in-india-by-rs-17400-in-just-2-days-will-gold-price-today-24april-rebound-or-fall-1504217.html - Gold rates in India dropped significantly over two days, with 22K gold falling Rs 110 per gram and 18K gold declining Rs 90 per gram. The MCX GOLDM contract for 10 grams saw a sharp 20.82% decline during the evening session. Globally, spot gold prices slipped toward $4,700 per ounce, reflecting a roughly 10% decrease since the onset of a conflict. Analysts note a shift in investor sentiment, with the gold-silver ratio hovering near 62, suggesting potential relative upside for silver if the ratio breaks below 58.5.
186. https://www.goodreturns.in/news/gold-rates-silver-rates-today-24-04-2026-live-updates-mcx-gold-silver-price-24k-22k-18k-gold-prices-1504241.html - Gold and silver rates for 24 April 2026 are expected to open mixed due to volatile market cues. Elevated energy prices and inflation risks, driven by the US-Iran conflict and regional tensions, have bolstered expectations of potential central bank rate hikes. The US dollar index is firm, weighing on demand for non-yielding bullion. Crude oil prices rose nearly 1% in early trade. The US Federal Reserve is expected to keep key fund rates unchanged in 2026, with a possibility of a rate hike, impacting precious metals appeal.
187. https://www.goodreturns.in/news/gold-rates-silver-rates-today-24-04-2026-live-updates-mcx-gold-silver-price-24k-22k-18k-gold-prices-1504241.html - Gold and silver rates for 24 April 2026 are expected to open mixed due to volatile market cues. Elevated energy prices and inflation risks, driven by the US-Iran conflict and regional tensions, have bolstered expectations of potential central bank rate hikes. The US dollar index is firm, weighing on demand for non-yielding bullion. Crude oil prices rose nearly 1% in early trade. The US Federal Reserve is expected to keep key fund rates unchanged in 2026, with a possibility of a rate hike, impacting precious metals appeal.
188. https://mediaindonesia.com/internasional/882945/harga-emas-menguat-dipicu-gencatan-senjata-as-iran-dan-hormuz-memanas - Gold prices strengthened by 0.4% to US$4,738.65 per ounce, driven by the extension of the US-Iran ceasefire and geopolitical tensions in the Middle East. The US Department of State confirmed the indefinite extension of the ceasefire, while diplomatic uncertainty regarding the Strait of Hormuz continues. Analysts note that geopolitical risk and a weakening dollar support gold as a safe-haven asset, despite potential profit-taking near the US$4,850 level. Other precious metals, including silver, platinum, and palladium, also recorded gains.
189. https://ec.ltn.com.tw/article/breakingnews/5414215 - Morgan Stanley has reduced its gold price forecast for the second half of 2026 from $5,700 to $5,200 per ounce, a decrease of nearly 10 percent. The bank attributes this revision to a rare supply shock and delayed Federal Reserve rate cuts, which have raised real interest rates and undermined gold's traditional safe-haven narrative. Recent market volatility, including a sharp correction from historical highs and fluctuating geopolitical tensions in the Middle East, has further influenced investor sentiment. Analysts suggest gold is shifting from a panic-driven asset to a macroeconomic indicator reflecting liquidity and policy directions.
190. https://www.actionforex.com/contributors/technical-analysis/638096-silver-xag-usd-under-pressure-from-ceasefire-clouds-in-depth-analysis/ - Silver prices faced significant pressure following the announcement of a ceasefire between the US and Iran, with the asset failing to maintain a consistent uptrend despite a 35% rebound. The metal rejected resistance levels around $84, influenced by high oil prices and a shift in safe-haven dynamics. Technical analysis indicates a bearish counter-trend channel with key support at $74.50 to $75 and resistance at $83 to $84.50. The article suggests metals may still be treated as risk assets rather than safe havens in current market conditions.
191. https://www.australianmining.com.au/wa-flags-fuel-relief-for-junior-miners/ - The Western Australian Government has introduced a policy allowing mining and exploration companies to apply for exemptions from minimum expenditure requirements due to fuel security issues and rising prices. Mines and Petroleum Minister David Michael stated he will grant these requests on a case-by-case basis. This measure aims to alleviate challenges for the sector caused by high fuel costs and supply constraints, with the policy set for review at the end of 2026.
192. https://www.channelnewsasia.com/business/japans-core-inflation-stays-below-boj-target-energy-risks-grow-6077601 - Japan's core inflation slowed to 1.8 per cent in March, remaining below the Bank of Japan's 2 per cent target for a second consecutive month. Government fuel subsidies and moderating food prices offset pressures from the Iran conflict. However, analysts anticipate inflation will rise as companies pass on higher fuel costs. The Bank of Japan is expected to hold interest rates steady in its upcoming meeting but signal readiness to hike. Ocean freight costs surged 42.1 per cent due to the closure of the Strait of Hormuz, contributing to wholesale inflation increases.
193. https://pressreach.com/mining/david-harquail-and-daniel-myerson-to-join-errington-metals-as-strategic-advisors/ - Errington Metals Corp announced on April 23, 2026, that David Harquail and Daniel Myerson have joined as strategic advisors. Harquail, former CEO of Franco-Nevada Corporation, and Myerson, former CEO of Foran Mining Corporation, will contribute to advancing the company's Sudbury Basin Project in Canada. The appointment aims to leverage their experience in mining leadership and exploration to support the company's 45,000-metre drill program and resource estimation efforts.
194. https://mining.com.au/leviathan-completes-opening-exploration-move-at-central/ - Leviathan Metals has completed a helicopter-borne electromagnetic survey at its Central Project in Botswana. CEO Luke Norman stated the company is preparing to select drill targets based on the data. The project, located on the Kalahari Copper Belt, shares geological characteristics with the Khoemacau Project. In March 2026, Leviathan acquired an adjacent prospecting licence, expanding the project area to 590km2. The acquisition involves cash payments and share issuance upon closing conditions.
195. https://mining.com.au/hycroft-assesses-underground-mining-options-in-the-us/ - Hycroft Mining has engaged RESPEC to evaluate underground mining options for the Brimstone and Vortex silver systems at its Hycroft Mine in Nevada. The scope includes assessing mining methods, conceptual design, and scheduling. Concurrently, the company is evaluating an exploration decline to improve drilling efficiency and enable early production. WestLand Engineering completed work on tailings storage facility lifts to accommodate increased mineral resources, allowing Ausenco Engineering South USA to proceed with an initial assessment technical report expected in Q2 2026. The mine holds significant gold and silver resources.
196. https://mining.com.au/mammoth-charges-in-with-new-look-and-feel-riu-sydney/ - Mammoth Minerals CEO Glenn Poole announced a strategic shift at the RIU Sydney Resources Round-Up, focusing exclusively on gold and critical minerals in the US. The company, formerly Firetail Resources, recently divested its Western Australian assets to Cloudbreak Discovery. Poole highlighted the Excelsior Springs Project in Nevada and the Bella Gold deposit in South Dakota as key targets, citing significant silver grades. The company plans to strengthen these assets through maiden resource estimates and drilling in 2026 while engaging investors in Sydney.
197. https://seekingalpha.com/news/4579156-newmont-expects-cadia-to-return-to-80-percent-capacity-in-5-weeks-and-maintains-2026-guidance?utm_source=feed_news_all&utm_medium=referral&feed_item_type=news - Newmont Corporation expects its Cadia mine to return to 80% capacity within five weeks. The company maintains its 2026 guidance and has authorised a new $6 billion share buyback program. CEO Natascha Viljoen stated that first quarter results demonstrate the company is on track to achieve its annual targets, highlighting a focus on operational excellence.
198. https://mining.com.au/unsw-addresses-challenge-of-managing-end-of-life-solar-panels/ - The University of New South Wales (UNSW) has established a dedicated research hub to address the management of end-of-life solar panels in Australia. Funded by a $5 million grant from the Australian Research Council, the initiative aims to develop recycling technologies and policies to recover valuable materials like glass, silicon, silver, and copper. With photovoltaic waste forecast to reach 100,000 tonnes annually by 2030, the hub seeks to transition panels from landfill to a circular economy through collaboration with industry, engineers, and policymakers.
199. https://ceoworld.biz/2026/04/23/report-countries-with-the-most-gold-reserves-2026/ - In 2026, the United States holds the world's largest official gold reserves at 8,133.5 tonnes, followed by Germany, Italy, and France. Amidst escalating geopolitical tensions, trade tariffs, and conflicts in Ukraine and the Middle East, central banks globally are increasing gold holdings to hedge against financial fragmentation and sanctions risk. Spot prices have surged above $5,300 per ounce, with standard bullion bars exceeding $1 million. Emerging economies like China, India, and Russia maintain significant stocks, while smaller nations such as Venezuela and Uzbekistan rely heavily on gold for monetary stability. This shift underscores gold's role as a strategic asset for national resilience in a volatile global system.
200. https://themarketonline.com.au/follow-the-leading-star-how-diablo-built-a-drill-ready-pipeline-in-the-american-west-2026-04-24/ - Diablo Resources is advancing its Star Range Project in Utah, USA, towards a maiden drilling program scheduled for Q2 CY26. The company has identified drill-ready targets at the North Star Prospect containing high-grade silver, gold, copper, and antimony. This initiative aims to validate subsurface mineralisation and establish a pipeline for follow-up drilling, leveraging Utah's established permitting framework and infrastructure to accelerate exploration of critical minerals.
201. https://cryptobriefing.com/eu-approves-90b-loan-to-ukraine-amid-ecb-rate-cut-speculation/ - EU leaders approved a 90 billion euro loan to Ukraine at the Ayia Napa summit. This development adds economic uncertainty, potentially influencing the European Central Bank's decision on interest rates for the April 2026 meeting. Current market odds for a 50 basis point rate cut remain at zero percent. Traders are monitoring ECB officials for dovish signals as the meeting approaches.
202. https://smallcaps.com.au/article/patriot-resources-expands-tassa-exploration-target-turns-focus-to-resource-conversion - Patriot Resources has increased its JORC compliant exploration target at the Tassa silver and gold project in southern Peru to 774-559 Moz AgEq. The company is launching a 4,000m drill program in 2026 to convert this target into mineral resources. Recent milestones include a maiden inferred resource of 31.4 Moz AgEq, a $500,000 funding placement in April 2026, and the appointment of Dominic Duggan as Managing Director and CEO in March 2026. High silver recoveries were confirmed in metallurgical tests.
203. https://www.business-standard.com/economy/news/us-sets-preliminary-antidumping-duties-on-solar-imports-from-india-others-126042400030_1.html - The US Commerce Department announced preliminary antidumping duties on solar cells and panels imported from India, Indonesia, and Laos. Duty rates were calculated at 123.04% for India, 35.17% for Indonesia, and 22.46% for Laos. The decision, supported by domestic manufacturers including First Solar, follows a petition alleging unfair pricing that undermines American production. These nations accounted for approximately $4.5 billion in US solar imports last year. Final decisions are expected in July and September.
204. https://www.fxstreet.com/news/gold-drops-below-4-700-on-stronger-us-dollar-middle-east-tensions-202604232310 - Gold prices fell to approximately $4,690 during the early Asian session on Friday, driven by a stronger US Dollar and elevated oil prices fueling inflation concerns. Geopolitical tensions in the Middle East, involving US military actions against Iranian oil tankers and threats to infrastructure, contributed to market volatility. Analysts note that while gold often benefits from uncertainty, high interest rates and inflationary pressures from rising energy costs reduce its attractiveness. Conversely, demand from central banks, including China, Poland, India, and Turkey, continues to support the metal as they diversify reserves away from the USD.
205. https://www.brisbanetimes.com.au/business/companies/patriot-flags-monster-774-million-ounce-peruvian-silver-target-20260424-p5zqs3.html?ref=rss&utm_medium=rss&utm_source=rss_feed - Patriot Resources has defined a district-scale exploration target for its 100 per cent-owned Tassa project in southern Peru, estimating between 559 million and 774 million ounces of silver equivalent. The target, based on over 20 years of data including geophysical surveys and historical drilling, ranges from 359 million to 422 million tonnes at grades of 48 to 57 grams per tonne. Managing director Dominic Duggan highlighted the quality and continuity of the silver-dominant system. The company plans to progress permitting and launch a 4000m drilling program to convert target material into JORC-compliant resources.
206. https://vneconomy.vn/gia-vang-tuot-moc-4700-usdoz-vi-moi-lo-lam-phat-spdr-gold-trust-tiep-tuc-xa-hang.htm - Global gold prices dropped below the 4700 USD/oz mark on 23 April, closing at 4693.8 USD/oz in New York. The decline was driven by rising oil prices due to Middle East tensions, which heightened inflation concerns and expectations of sustained high interest rates. The SPDR Gold Trust sold 1.7 tonnes of gold during the session, reducing its holdings to 1049.2 tonnes. A stronger US dollar also exerted downward pressure on the non-yielding asset.
207. https://techxplore.com/news/2026-04-enable-patterns-photovoltaic-modules.html - Scientists at Fraunhofer Institute for Solar Energy Systems ISE have developed ShadeCut technology, utilizing MorphoColor films with transparent cutouts to create realistic designs on photovoltaic modules. This innovation allows modules to imitate roof tiles or masonry while maintaining approximately 95% of standard power output. The technology, inspired by butterfly wing structures, can be applied to standard PV and solar thermal modules for integration into facades, historic buildings, or railings. It was showcased at The Smarter E / Intersolar 2026.
208. https://www.myjoyonline.com/govt-directs-newmont-anglogold-zijin-to-shift-mining-ops-to-local-firms-by-december-sources/ - Ghana's Minerals Commission has ordered international mining companies Newmont, AngloGold Ashanti, and Zijin to transition their operations to local contractors by December 2026 or face sanctions. The directive enforces new 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.
209. https://www.eenews.net/articles/feds-probe-fatal-west-virginia-chemical-spill/ - Three government agencies have launched investigations into a chemical leak at Catalyst Refiners in Nitro, West Virginia, which killed two people and hospitalized dozens. The incident occurred at a facility owned by Ames Goldsmith Corp when nitric acid mixed with another substance, releasing toxic hydrogen sulfide gas. The U.S. Chemical Safety and Hazard Investigation Board has opened an inquiry to determine the cause and improve safety protocols for hazardous chemical handling.
210. https://powerpeakdigest.com/renew-solar-wafer-plant-andhra-pradesh-5400-crore/ - Andhra Pradesh Chief Minister N. Chandrababu Naidu laid the foundation stone for ReNew Energy's Rs 5,400 crore solar ingot and wafer manufacturing facility in Rambilli, Anakapalli district. The 6.5 GW project, promoted by Sumanth Sinha, aims to strengthen domestic solar manufacturing and reduce import reliance. Commissioning is expected within 24 months, with plans to generate over 2,100 jobs. This initiative is part of the state's broader renewable energy roadmap targeting 160 GW by 2030.
211. http://www.kakiforex.com/2026/04/gold-just-broke-records-but-most.html - Gold prices in Malaysia reached an all-time high of approximately RM764 per gram, driven by central bank accumulation, a weakening US dollar, and global geopolitical tensions. Analysts project prices could exceed RM800. However, high trading spreads on some platforms, such as Maybank Islamic Gold Account, have widened to around 7%, causing immediate losses for investors. Alternative options like Bursa Malaysia Gold Dinar and Versa Gold are highlighted for offering lower spreads and fees.
212. https://mining.com.au/kuya-silver-on-track-to-reach-bethanias-production-rate-goal/ - Kuya Silver states it is on track to achieve a 350-tonnes-per-day production rate at the Bethania Silver Project in Peru by the end of 2026. COO Christian Aramayo confirmed the company sustained 100 tonnes per day in April following phase one ramp-up. The company plans to integrate the Camila plant for full operational control and continues an expanded drilling program. Silver prices recently rose above US$78 per ounce driven by industrial demand and investment flows.
213. https://gestion.pe/economia/empresas/ppx-acelera-en-la-libertad-mas-perforacion-y-nuevas-zonas-en-la-mira-para-2026-noticia/ - PPX Mining Corp announced an ambitious exploration plan for 2026 at its Igor project in La Libertad, Peru. The company will operate four drill rigs, doubling its historical capacity, to target oxide and sulphide mineralisation at the Callanquitas mine and the Portachuelos project. Funded by a US$15 million injection from Glencore in December 2025, the initiative aims to extend high-grade resources at Callanquitas and define new resources at Portachuelos. A processing plant is also scheduled for launch in the second quarter of 2026.
214. https://www.solarpowerworldonline.com/2026/04/commerce-releases-prelim-antidumping-tariffs-in-india-indonesia-laos-solar-case/ - The US Department of Commerce released preliminary antidumping duty margins for solar cell imports from India, Indonesia, and Laos. Margins are 123.04% for Indian producers, 35.17% for Indonesian producers, and 22.46% for Laotian producers. The Alliance for American Solar Manufacturing and Trade petitioned for these duties, alleging tariff avoidance. Critical circumstances were found for specific Indian and Laotian producers, potentially allowing retroactive duties. Final determinations are scheduled for September 2026.
215. https://www.sbcgold.com/blog/dollar-debasement-could-spike-gold-to-8000-oz-wells-fargo/ - Wells Fargo analysts project gold prices could reach $8,000 per ounce by 2027, driven by anticipated U.S. dollar debasement and inflationary pressures. The bank's bullish scenario suggests a 66% gain from current levels, contrasting with a bear case of $4,000 per ounce. This forecast aligns with broader institutional trends where central banks and major financial institutions view gold as a primary hedge against fiat currency weakness and de-dollarization efforts.
216. https://jornaldebrasilia.com.br/noticias/mundo/ouro-fecha-em-baixa-com-alta-dos-juros-dos-treasuries-e-piora-do-clima-no-oriente-medio/ - Gold prices closed lower on Thursday, dropping 0.61% to $4,724 per troy ounce on the Comex, amid escalating geopolitical tensions in the Middle East. The US announced the seizure of Iranian-linked oil tankers in Asian waters, with President Donald Trump asserting total control over the Strait of Hormuz. Iranian Parliament Speaker Mohammad Ghalibaf rejected the reopening of the strait due to ceasefire violations. Deutsche Bank analysts note that the lack of peace negotiations suggests a prolonged conflict and potential strait blockade, driving investor uncertainty despite an extension of the ceasefire agreement between Lebanon and Israel.
217. https://stockhead.com.au/resources/ten-bagger-where-big-investors-are-looking-after-gold-fuelled-gains/ - John Forwood, chief investment officer of Lowell Resources Fund, outlines investment strategies following strong gold performance. He notes large investors are seeking alpha in smaller gold firms and battery metals like copper and lithium. Forwood highlights Equus Energy for gas resources, Pursuit Minerals for lithium brine projects in Argentina, and silver juniors such as Advance Metals and Unico Silver. The fund also holds positions in Flynn Gold and Mithril Silver and Gold. The outlook focuses on the new energy bull market and potential silver deficits.
218. https://cryptobriefing.com/kevin-warshs-inflation-gauge-signals-potential-fed-rate-hike-shift/ - Kevin Warsh's proposal for a trimmed inflation gauge suggests a more hawkish Federal Reserve stance, potentially increasing odds for a rate hike by December 2026. With core PCE around 3% and CPI at 3.3%, Warsh's method could alter current Fed strategies. Market pricing for July 2026 remains stable at 82.5% for no rate change, though Warsh's testimony on April 22 may shift expectations. Traders monitor reactions from Jerome Powell and Michael Feroli regarding future rate decisions.
219. https://republicofmining.com/2026/04/23/chart-freeport-mcmoran-stock-craters-on-grasberg-ramp-up-delay-by-frik-els-mining-com-april-23-2026/ - Freeport-McMoRan shares dropped over 13% after quarterly earnings revealed a material slowdown in restoring the Grasberg mine in Papua, Indonesia. While Q1 profits beat estimates, management reduced second-half 2026 production forecasts to 65% of capacity, down from 85%, due to delays in the block cave restart. Full production is now expected by year-end 2027.
220. https://republicofmining.com/2026/04/23/alaska-senator-reignites-mining-dispute-that-could-complicate-canadas-critical-minerals-strategy-by-andrew-rankin-financial-post-april-23-2026/ - Republican Alaska Senator Dan Sullivan requested stronger environmental safeguards for mining projects near transboundary waterways in British Columbia from Prime Minister Mark Carney. The senator proposed tying US investment in Canadian critical minerals to stricter environmental conditions to protect downstream communities, fisheries, and Indigenous resources. This action reignited a decade-long cross-border dispute regarding the impact of mining in British Columbia's Golden Triangle on rivers flowing into Alaska, highlighting potential risks to Canada's critical minerals strategy.
221. https://etfexpress.com/2026/04/23/global-etf-launches-from-16th-to-23rd-april-2026/ - AllianceBernstein, UniCredit, State Street, Aura ETFs, Sprott, HANetf, and Global X ETFs Europe launched various exchange-traded funds between 16th and 23rd April 2026. AllianceBernstein introduced three active ETFs on the Deutsche Börse in Europe. UniCredit expanded its onemarkets fund range with ETFs in 13 European countries. State Street launched a Saudi equity ETF anchored by PIF. Aura ETFs launched a US Defense ETF. Sprott and HANetf introduced Europe's first silver miners and physical silver ETF. Global X ETFs Europe launched a Stablecoin and Tokenisation ETF.
222. https://etfexpress.com/2026/04/23/global-etf-launches-from-16th-to-23rd-april-2026/ - AllianceBernstein, UniCredit, State Street, Aura ETFs, Sprott, HANetf, and Global X ETFs Europe launched various exchange-traded funds between 16th and 23rd April 2026. AllianceBernstein introduced three active ETFs on the Deutsche Börse in Europe. UniCredit expanded its onemarkets fund range with ETFs in 13 European countries. State Street launched a Saudi equity ETF anchored by PIF. Aura ETFs launched a US Defense ETF. Sprott and HANetf introduced Europe's first silver miners and physical silver ETF. Global X ETFs Europe launched a Stablecoin and Tokenisation ETF.
223. https://www.marketpulse.com/markets/xagusd-under-pressure-ceasefire-clouds/ - Silver prices have faced significant pressure following a severe correction in mid-February, losing approximately 50% of its value. Despite a prior rally driven by de-dollarization trends, the asset class has stalled its recovery. The safe-haven appeal of precious metals was questioned during the US-Iran conflict, as silver tumbled alongside crude oil and the US Dollar. Current market dynamics suggest silver may function as a risk asset rather than a traditional safe haven at present valuations.
224. https://www.business-standard.com/opinion/editorial/fed-watch-change-of-guard-at-us-cenbank-will-have-implications-for-markets-126042301441_1.html - President Donald Trump's nominee for Federal Reserve chair, Kevin Warsh, stated he would not commit to specific interest-rate decisions, contrasting with Trump's desire for rate cuts. The administration has investigated current chairman Jerome Powell and attempted to remove a Fed governor, actions viewed as threats to the central bank's independence. Republican senators have called for dropping charges against Powell before Warsh's confirmation. The situation highlights potential risks to financial stability if the Fed's autonomy is compromised.
225. https://themoneyprinter.substack.com/p/money-printer-208-those-sweet-sweet - Scott Bessent testified before the Senate Appropriations Committee that currency swap lines are essential to maintain order in dollar funding markets and prevent the disorderly sale of U.S. assets. He noted that many U.S. allies in the Persian Gulf have requested these lines due to disruptions caused by the Iran war. The author explains that while swap lines are technically temporary liquidity injections, they function similarly to quantitative easing by expanding the Fed's balance sheet to stabilize Treasury yields and keep a bid under global assets, particularly benefiting foreign sovereign wealth funds over American consumers.
226. https://www.datacenterdynamics.com/en/news/tsmc-updates-roadmap-with-three-new-process-nodes-breaks-ground-on-arizona-packaging-facility/ - At its 2026 North America Technology Symposium in San Jose, California, TSMC announced three new fabrication processes: A12 (1.2nm), A13 (1.3nm), and N2U. The company confirmed construction has begun on a new chip packaging plant in Phoenix, Arizona, with a target opening by 2029. All new nodes will utilise standard EUV tools rather than high-NA EUV. TSMC plans to introduce client application nodes annually and AI/HPC nodes biennially through 2029.
227. https://news.un.org/en/story/2026/04/1167364 - The ongoing conflict in the Middle East, initiated by Israeli-US bombing of Iran on 28 February, has severely disrupted the supply of key minerals and oil byproducts such as sulphur, helium, and naphtha. With shipping through the Strait of Hormuz at a virtual standstill, prices have risen and production of semiconductors, solar panels, and batteries is at risk. The UN Economic Commission for Europe warns that shortages will force industries to lower output and pivot to new production sites, potentially undermining global renewable energy targets and the Paris 2030 agenda.
228. https://www.bizpacreview.com/2026/04/23/states-stockpile-gold-bars-to-hedge-against-inflation-1634391/ - Several US states, including Texas, Florida, Utah, and Wyoming, have enacted laws to stockpile gold bars as a hedge against persistent inflation and high federal spending. These measures aim to bolster state savings and increase access to gold for residents. While supporters argue gold preserves value, critics suggest the bills could create tax havens. The national debt is projected to exceed $40 trillion, and inflation recently rose to 3.3% annually due to energy costs linked to the war in Iran.
229. https://www.disruptionbanking.com/2026/04/23/balance-sheet-and-leadership-uncertainty-unlikely-to-impact-fed-policy/ - Disruption Banking analyst predicts a US recession and four Federal Reserve interest rate cuts in the second half of 2026, contrasting with market expectations of a soft landing. The analysis suggests the transition between Chair Jerome Powell and nominee Kevin Warsh will not materially impact policy, despite leadership uncertainty and potential legal challenges regarding the DOJ lawsuit against Powell. The Fed may adjust policy rate structures to manage bank reserves.
230. https://www.calwild.org/an-update-on-castle-mountain-mine/ - CalWild reports on a proposed expansion of the Castle Mountain Mine in the Mojave Desert, near the California-Nevada border. The Canadian-owned operation seeks to quadruple mining output, significantly increase groundwater extraction, and damage nearly 1,854 acres of Joshua tree woodland. The plan involves constructing a 32-mile water pipeline and a 17-mile power line, expanding pits below the water table, and extending the mine's life by 30 years. The Bureau of Land Management and San Bernardino County recently released findings on the proposal, which CalWild warns will increase pollution and harm imperiled species.
231. https://www.prnewswire.com/news-releases/integra-announces-first-quarter-production-results-from-the-florida-canyon-mine-and-strengthened-balance-sheet-302752247.html - * Integra Resources Corp. reported record mining rates of 76,800 tonnes per day at its Florida Canyon Mine in the first quarter of 2026. * The company commissioned six new Caterpillar 785 haul trucks to enhance mining capacity and support sustained higher rates. * Integra raised $61 million through a bought deal public offering to strengthen its balance sheet and fund the DeLamar Project. * Despite temporary constraints causing deferred gold ounces, the company maintains its full-year production guidance of 70,000 to 75,000 ounces. * Significant capital was allocated to sustaining Florida Canyon operations and advancing pre-production expenditures at the DeLamar Project in Idaho.
232. https://dailythepatriot.com/chinas-solar-exports-set-a-new-record/ - China's solar exports reached a record 68 gigawatts in March 2026, doubling from the previous month and surpassing the August 2025 record by 50%. Fifty countries increased imports, with significant growth in Asia, Africa, India, Nigeria, Kenya, Japan, Australia, the European Union, and ASEAN. The surge is attributed to rising fossil fuel prices and changes to tax rebate rules. Data comes from Ember's analysis of Chinese Customs Authority figures.
233. https://www.gurufocus.com/news/8811691/tesla-plans-3-billion-texas-chip-research-facility-taps-intel-14a-process - Tesla CEO Elon Musk announced plans to invest approximately $3 billion in a semiconductor research facility at the Giga Texas campus. The project, part of the Terafab initiative involving Tesla, SpaceX, and xAI, aims to develop early-stage chip capabilities using Intel's 14A process technology. While the site will initially produce only a few thousand wafers per month as a pilot line, the long-term goal is to internalize chip manufacturing to secure supply for Musk's businesses. Intel shares rose following the announcement.
234. https://techxplore.com/news/2026-04-universal-standards-perovskite-solar-cells.html - A research team led by Professor Hiroyuki Yoshida at Chiba University, Japan, has developed the first universal model for energy level alignment at interfaces between electrodes, hole-collecting monolayers, and perovskite materials. Published in the Journal of Materials Chemistry A, the study identifies band bending and interfacial energy barrier height as critical factors determining hole collection efficiency. The model provides clear selection criteria and molecular design guidelines to reduce development time and cost, aiming to improve power conversion efficiency and reproducibility for perovskite solar cells and other semiconductor devices.
235. https://www.itmtrading.com/blog/banks-private-credit-time-bomb-retirement/ - Analysts from ITM Trading warn that rising private credit risk poses a threat to pensions, savings, and retirement security. The article explains that private credit operates with less transparency than traditional banking and is heavily tied to retirement capital. It suggests that major banks may be positioning to profit from a potential sector collapse while investors face exposure through various financial products. The piece argues that physical gold and silver offer protection against such financial instability.
236. https://resourceworld.com/avino-announces-q1-2026-production-results/?utm_source=rss&utm_medium=rss&utm_campaign=avino-announces-q1-2026-production-results - Avino Silver & Gold Mines Ltd. reported first quarter 2026 production results of 263,057 silver ounces, 1,851 gold ounces, and 1,343,654 pounds of copper, totaling 568,112 silver equivalent ounces. CEO David Wolfin stated mill performance remained solid with tonnes milled exceeding expectations. While production decreased slightly compared to Q1 2025 due to planned mining sequencing into lower-grade areas, the company expects revenues to outperform the budget driven by elevated silver prices. The company also released inaugural mineral reserve estimates for two assets totaling 27 million tonnes.
237. https://www.eenews.net/articles/strange-bedfellows-oppose-mining-rule-revamp-for-us-forestland/ - The US Forest Service has proposed updating mining regulations for the first time in over 50 years. The new rules would require full 'plans of operations' only for projects impacting more than 5 acres, involving more than exploration, or violating protections for sacred sites and endangered species. This change aims to reduce the hours federal staff spend reviewing smaller mining plans and align agency practices with the Bureau of Land Management. The proposal has drawn opposition from both the mining sector and conservation groups.
238. https://resourceworld.com/early-stage-nevada-play-shows-multi-million-ounce-potential-as-lodestar-unlocks-historic-data-and-modern-exploration-at-gold-run/?utm_source=rss&utm_medium=rss&utm_campaign=early-stage-nevada-play-shows-multi-million-ounce-potential-as-lodestar-unlocks-historic-data-and-modern-exploration-at-gold-run - Lodestar Metals Corp. has initiated a maiden 16-hole drilling program at its Gold Run project in Humboldt County, Nevada. The early-stage exploration targets gold-silver deposits within the Getchell Trend, leveraging historic data and modern techniques. Preliminary reviews suggest potential for at least 500,000 ounces, with management aiming for multi-million ounces. The company recently secured funding via a private placement and holds an option to acquire the property. CEO Lowell Kamin and new Chairman David Christie lead the initiative.
239. https://studycafe.in/mp-birla-received-order-from-mining-authority-penalty-of-rs-4-60-crore-imposed-417814.html - MP Birla Group received an order from the Mining Engineer in Chittorgarh, Rajasthan, imposing a financial penalty of Rs 4.60 crore for alleged non-compliance with mining lease conditions. The company disputes the findings and plans to challenge the order via a writ petition in the Rajasthan High Court. The penalty relates to mining activities under the MMDR Act 1957. The company has informed stock exchanges of the potential financial exposure while legal proceedings are pending.
240. https://www.indiandefensenews.in/2026/04/fujifilm-to-manufacture-semiconductor.html - Fujifilm Electronic Materials plans to establish a semiconductor material production facility in India by late 2027 or early 2028. The company is scouting land in Gujarat, with construction expected to begin in 2026 following acquisition in 2025. The plant will produce high-purity chemicals, photoresists, and CMP slurries. Fujifilm is exploring joint ventures or a wholly-owned unit and is aligning with Tata Electronics' projects in Dholera and Assam to strengthen India's domestic supply chain and reduce import reliance.
241. https://silverseek.com/article/silver-prices-rose-even-demand-slipped - Silver prices rose sharply in late 2025 and early 2026 despite a 2% decline in total global demand, driven by a cumulative five-year supply deficit of 716 million ounces. Total supply reached 1.09 billion ounces against 1.13 billion ounces of demand, creating a 40.2 million ounce shortfall. Investment demand surged globally, led by India (33% rise), offsetting declines in the US and industrial sectors. The gold-to-silver ratio corrected from a peak of 107:1 to 61:1. Forecasts indicate a sixth consecutive deficit in 2026, with lease rates remaining elevated above 200%.
242. http://www.kakiforex.com/2026/04/gold-prices-seen-in-doom-after-trump.html - Gold prices traded lower around $4,700 following US President Donald Trump's extension of a ceasefire with Iran. The development, which thwarts Vice President JD Vance's planned negotiations in Islamabad, maintains geopolitical uncertainty. High tensions and energy route disruptions fuel inflation concerns, reducing the attractiveness of non-interest-bearing gold despite its role as a hedge. Markets await new peace proposals that could impact the US Dollar and commodity prices.
243. https://resourceworld.com/white-gold-corp-appoints-donovan-pollitt-as-president-and-director/?utm_source=rss&utm_medium=rss&utm_campaign=white-gold-corp-appoints-donovan-pollitt-as-president-and-director - White Gold Corp announced the appointment of Donovan Pollitt as President and Director effective May 6, 2026. Pollitt, a seasoned mining executive with over 20 years of experience, previously served as President and CEO of Wesdome Gold Mines Ltd. He joins the company to advance its flagship White Gold Project in Yukon, Canada, focusing on resource expansion, completing a maiden Preliminary Economic Assessment, and advancing permitting. The appointment aims to support the company's growth strategy in the White Gold District.
244. https://www.canadianminingjournal.com/news/nunavut-premier-sets-inuit-mining-employment-as-top-mining-priority/ - Nunavut Premier John Main declared boosting Inuit employment in mining operations the government's highest priority at the Nunavut Mining Symposium in Iqaluit. Main stated that while mining companies have created thousands of jobs, Inuit workers remain significantly underrepresented, a gap he deemed unacceptable on traditional Inuit lands. As the territory approaches the first anniversary of devolution from federal control, Main emphasized that stronger partnerships between Inuit organizations and mining companies are essential for public confidence and economic future. The government plans to use its new land and resource department to ensure companies prioritize local hiring, warning that failure to demonstrate progress could face increased scrutiny during permit renewals.
245. https://www.pv-magazine.com/2026/04/23/fraunhofer-ise-develops-colored-film-tech-for-patterned-solar-modules/ - Fraunhofer Institute for Solar Energy Systems ISE has developed ShadeCut technology, a method for applying colored films with transparent cutouts to solar modules. The technique uses laser or CAD-controlled processes on MorphoColor coating to create complex visual patterns while retaining approximately 95% of power output. The system is applicable to standard PV and solar thermal modules, particularly for building-integrated applications like facades and historic buildings. Modules will be presented at The Smarter E/Intersolar 2026 in June.
246. https://metalsandminers.substack.com/p/936-and-counting-since-2000-the-silent - Analysis indicates that since 2000, major global fiat currencies including the US Dollar, Euro, British Pound, and Japanese Yen have lost an average of 93.6% of their purchasing power relative to gold. The US Dollar is down 93.8%, the Euro 92.9%, the Pound 94.9%, and the Yen 96%. This decline is attributed to structural budget deficits, aging demographics, and the capital requirements of the AI and robotics revolution, leading to continued currency debasement. Financial institutions such as Morgan Stanley are reportedly adjusting portfolios to include gold as a base layer.
247. https://kingworldnews.com/if-we-see-a-repeat-of-1940-gold-will-skyrocket-to-72250/ - King World News reports that analysts predict gold prices could skyrocket to $72,250 if the market sees a repeat of the 1940 scenario. The article cites Ronnie Stoeferle's charts and includes commentary from Otavio Costa, Ole Hansen of SaxoBank, and Charlie Bilello regarding rising commodity prices, food inflation, and a disconnect between consumer sentiment and retail sales. The piece also promotes interviews with Jonathan Haycock and Alasdair Macleod discussing gold and silver market catalysts.
248. https://www.mundonow.com/trump-empuja-recorte-tasas-impacto-fed/ - US President Donald Trump stated he expects immediate interest rate cuts if his nominee, Kevin Warsh, assumes leadership of the Federal Reserve. During an interview with CNBC, Trump expressed disappointment if Warsh does not reduce rates immediately following confirmation. This pressure intensifies political scrutiny on the central bank's independence as Warsh's Senate confirmation process advances. Warsh has denied making any commitments regarding rate cuts to Trump.
249. https://www.zerohedge.com/markets/despite-consumer-sentiment-slump-business-confidence-soared-april-despite-inflation-fears - US business activity growth recovered slightly in April, with Services PMI reaching a two-month high of 51.3 and Manufacturing PMI hitting a 47-month high of 54.0. The expansion was driven by panic and emergency buying in manufacturing to build safety stocks ahead of anticipated price hikes and supply shortages. Conversely, the services sector faced faltering demand due to war-related hesitancy and surging prices. Chris Williamson of S&P Global Market Intelligence noted that the overall inflation picture is the most worrying in nearly four years, creating a dilemma for Federal Reserve policymakers regarding rate cuts amidst modest economic growth.
250. https://fmdrc-zambia.com/ivanhoe-mines-advances-platreef-with-three-major-project-milestones-completed/?utm_source=rss&utm_medium=rss&utm_campaign=ivanhoe-mines-advances-platreef-with-three-major-project-milestones-completed - Ivanhoe Mines announced the completion of three major development milestones at its Platreef Mine in Limpopo Province, South Africa. The achievements include the completion of Shaft #3 construction, the breaking of ground for the Phase 2 concentrator site, and the commencement of widening Shaft #2. These steps advance the Phase 2 and future Phase 3 expansions. The ceremony was attended by company executives and representatives from partners including JOGMEC, ITOCHU Corporation, and B-BBEE groups.
251. https://www.frandroid.com/survoltes/energie/batteries-et-panneaux-solaires/3076045_un-echafaudage-moleculaire-la-solution-inattendue-pour-faire-decoller-la-nouvelle-generation-de-panneaux-solaires-en-perovskite - Researchers at the Technical University of Munich have developed a molecular scaffold solution to address the durability issues of perovskite solar cells. The study identifies thermal expansion and contraction as the primary causes of performance degradation, which can reach up to 60%. By integrating organic molecules into the perovskite structure, the team has created a more stable architecture that reduces internal energy waste. This advancement aims to enable the long-term outdoor use of tandem silicon-perovskite modules.
252. https://www.semiconductor-digest.com/applied-materials-introduces-deposition-systems-for-angstrom-era-logic-chips/?utm_source=rss&utm_medium=rss&utm_campaign=applied-materials-introduces-deposition-systems-for-angstrom-era-logic-chips - Applied Materials introduced two new chipmaking systems, the Precision Selective Nitride PECVD and Trillium ALD, designed for advanced Gate-All-Around (GAA) transistors at 2nm and below nodes. These technologies enable atomic-level precision deposition of metals and dielectrics required for next-generation AI logic chips. The systems address process complexity in building 3D transistor structures, helping chipmakers improve performance, power efficiency, and yield while sustaining the global AI infrastructure buildout.
253. https://www.chinanews.net/news/279006857/tsmc-outlines-roadmap-for-a13-process-with-2029-production-target - Taiwan Semiconductor Manufacturing Co (TSMC) unveiled its A13 process at its North America Technology Symposium in California, targeting volume production in 2029. The technology aims to meet demand for artificial intelligence and high-performance computing by shrinking chip area by 6 per cent while maintaining design-rule compatibility. TSMC Chairman and CEO C.C. Wei highlighted continued leadership in chip density, performance, and power efficiency. The company also previewed the A12 process, expanded CoWoS technology, advanced SoIC 3D stacking, and introduced the N2A node for automotive applications.
254. https://goldsilver.com/industry-news/goldsilver-news/gold-falling-while-dollar-weakens/ - Gold prices declined to approximately $4,705 per ounce on April 23, 2026, despite a weakening US dollar, a US Treasury blockage of Iraq's oil revenue, and an Iranian ship seizure in the Strait of Hormuz. The article attributes the price drop to positive real yields driven by inflation expectations from the conflict, which kept Federal Reserve rates at 3.50–3.75%. While central banks continue net gold purchases, paper gold sold off as higher oil costs and rate holds made the asset less attractive to investors in the short term.
255. https://www.mining.com/morgan-stanley-cuts-gold-price-forecast-by-almost-10/ - Morgan Stanley analysts have reduced their gold price forecast for the second half of 2026 to $5,200 per ounce, down from $5,700. The revision follows a significant price decline attributed to a rare supply shock and rising real interest rates due to delayed Federal Reserve rate cuts. The bank now views gold primarily as a macroeconomic barometer reflecting liquidity and monetary policy rather than just a hedge against uncertainty. Despite the downgrade, gold remains up 9% on the year.
256. https://goldsilver.com/industry-news/article/what-happens-to-gold-when-the-dollar-crashes/ - Gold prices have climbed over 43% year-over-year to approximately $4,746 per ounce as the U.S. Dollar Index falls roughly 14% from its 2022 peak. The inverse relationship is driven by fiscal deficits, monetary expansion, and a global shift away from dollar reserves. Central banks purchased 863 tonnes of gold in 2025, averaging 60 tonnes monthly. Analysts project gold could reach $6,000 per ounce by 2026, viewing recent pullbacks as consolidation within a continuing bull market.
257. https://cryptobriefing.com/trumps-fed-criticism-sparks-crisis-in-us-monetary-policy-confidence/ - ECB official Joachim Nagel states that President Trump's criticism of the Federal Reserve is causing a crisis of confidence in US monetary policy. The political pressure threatens the Fed's independence and may force higher interest rates to maintain credibility. Market odds for the federal funds rate reaching 4.25% by the end of 2026 are expected to increase. This uncertainty is also reflected in Bitcoin markets, where probability of price dips remains low despite potential institutional flight from the dollar.
258. https://goldsilver.com/industry-news/goldsilver-news/gold-falling-while-dollar-weakens/ - Gold prices declined to approximately $4,705 per ounce on April 23, 2026, despite a weakening US dollar, a US Treasury blockage of Iraq's oil revenue, and an Iranian ship seizure in the Strait of Hormuz. The article attributes the price drop to positive real yields driven by inflation expectations from the conflict, which kept Federal Reserve rates at 3.50–3.75%. While central banks continue net gold purchases, paper gold sold off as higher oil costs and rate holds made the asset less attractive to investors in the short term.
259. https://ceenergynews.com/renewables/serbia-mineral-strategy-2040/ - The Serbian parliament has adopted a mineral resources strategy extending to 2040, with projections to 2050. Minister of Mining and Energy Dubravka Đedović Handanović stated the strategy aims to balance development with environmental standards and institutional oversight. It focuses on critical raw materials for new industries and is built on economic, environmental, and social pillars. The plan includes three specific objectives and 19 measures to ensure sustainable management of geological exploration and extraction.
260. https://www.investorideas.com/news/2026/mining/04231-gold-silver-copper-bullish-outlook.asp - Analysts maintain a bullish outlook for gold, silver, and copper in 2026 due to structural supply deficits and geopolitical tensions. Gold faces volatility from rising US Treasury yields but benefits from central bank buying and high global debt. Silver experiences its sixth consecutive year of deficits driven by industrial demand for solar and EVs. Copper is projected to face a significant long-term shortage as electrification and AI demand outpace mine development, exacerbated by sulfur supply disruptions in the Middle East affecting heap leaching operations in Africa and South America.
261. https://bitcoinworld.co.in/gold-under-pressure-usd-firms/ - Gold prices declined under pressure as the US Dollar strengthened following the release of Purchasing Managers' Index (PMI) data that reached multi-month highs. The Services and Manufacturing sectors both showed expansion, signaling robust economic activity and challenging recession narratives. This economic resilience has reduced investor appeal for non-yielding assets like gold, prompting a rotation into riskier investments. Consequently, spot XAU/USD breached key support levels, with analysts noting that higher-for-longer interest rate expectations increase the opportunity cost of holding gold.
262. https://cryptobriefing.com/germany-halves-2026-growth-forecast-raises-inflation-outlook-amid-iran-war/ - Germany has cut its 2026 economic growth forecast by half and increased inflation projections, citing the ongoing war in Iran. This adjustment indicates a shift in European Central Bank priorities towards controlling inflation rather than supporting growth. Consequently, the probability of a rate cut exceeding 50 basis points at the April 2026 meeting is now priced at zero. Traders anticipate a more hawkish stance from the ECB, influenced by geopolitical tensions and previous postponements of rate cuts.
263. https://cryptobriefing.com/iran-conflict-raises-inflation-concerns-boj-rate-cut-market-remains-stagnant/ - The Polymarket contract for a Bank of Japan interest rate decrease after its April 2026 meeting sits at 0.1%, unchanged from last week. The ongoing Iran conflict raises questions about inflationary pressure from oil prices, with predictions suggesting prices could reach $90 if supply routes are disrupted. Despite potential inflationary pressure in Japan, the market prices in almost zero probability of a cut due to low trader conviction and thin liquidity. Traders await concrete economic data or signals from BOJ Governor Kazuo Ueda before repositioning.
264. https://www.business-standard.com/industry/news/renew-begins-work-on-4-200-crore-solar-ingot-wafer-unit-in-andhra-pradesh-126042300783_1.html - ReNew Energy Global Plc announced the commencement of a 6.5 Gigawatt solar ingot-wafer manufacturing facility in Anakapalli district, Andhra Pradesh, with an investment of 4200 crore. The project, expected to be commissioned within 24 months, aims to localise the solar supply chain and create over 2100 jobs. It marks a key step in ReNew's commitment to invest 82000 crore in the state's clean energy sector and supports Andhra Pradesh's vision as the 'Silicon Coast of India'.
265. https://www.fxstreet.com/news/gold-rebounds-modestly-but-remains-pressured-by-higher-for-longer-interest-rate-outlook-202604231245 - Gold prices trade under pressure due to a firmer US Dollar and elevated oil prices driven by shipping disruptions in the Strait of Hormuz. Uncertainty over stalled US-Iran talks and mixed US economic data, including rising jobless claims and resilient PMI figures, sustain inflation fears. These factors support a higher-for-longer interest rate environment, weighing on the non-yielding asset as investors shift toward yield-bearing assets like bonds. The US Dollar Index trades around 98.78, while Gold hovers near $4,720.
266. https://nairametrics.com/2026/04/23/africas-reserves-climb-to-530-billion-in-2025-buoyed-by-gold/ - Africa's central bank reserves increased to $530 billion in 2025, up from $480 billion in 2024, according to the Africa Finance Corporation's State of Africa's Infrastructure Report. The growth was primarily driven by rising gold prices and increased physical accumulation, with gold holdings rising to 738 tonnes. Countries including Egypt, Ghana, Tanzania, and Zimbabwe led these accumulation programmes. The shift reflects a strategic diversification away from traditional reserve currencies amid global economic uncertainty.
267. https://www.fxstreet.com/news/usd-fed-politics-skew-downside-risks-td-securities-202604231255 - TD Securities strategists forecast a weaker US Dollar in 2026, driven by potential Fed leadership transitions involving Kevin Warsh and concerns over central bank independence. The analysis suggests that scenarios involving a politicized outcome or a Miran-led transition pose the greatest downside risk to the currency. Conversely, a status quo extension for Jerome Powell would offer moderate support. Most projected paths indicate a bearish reaction for the dollar based on credibility risks and policy expectations.
268. https://www.fxstreet.com/news/euro-area-stagflation-risks-rise-with-price-surge-nomura-202604231352 - Nomura analysts report rising stagflation risks in the euro area following April PMI data showing softening activity alongside price indices reaching levels last seen in 2022/23. The composite PMI output price index rose 3.2 points to 57.0, driven by higher energy costs linked to the Iran war. While manufacturing showed resilience, services weakened, and businesses are passing increased costs to customers, suggesting inflationary pressure despite economic slowdown.
269. https://cei.org/blog/quantitative-easing-and-the-feds-free-lunch-problem/ - Kevin Warsh, undergoing confirmation as Federal Reserve Chair, advocates reducing the Fed's balance sheet and limiting large-scale asset purchases. Critics argue that quantitative easing distorts market functioning and blurs monetary policy boundaries. The article highlights the difficulty of unwinding the balance sheet without severe consequences, noting that sustained intervention weakens price discovery and alters financial decision-making structures.
270. https://finance.yahoo.com/personal-finance/investing/article/gold-and-silver-prices-today-thursday-april-23-gold-and-silver-falling-as-oil-prices-soar-105853319.html - Gold and silver futures declined on Thursday amid soaring oil prices driven by escalating tensions in the Middle East. Despite President Trump calling for an indefinite ceasefire with Iran, the situation remains volatile following reports of Iranian attacks on U.S. ships near the Strait of Hormuz. Brent crude oil prices breached $100 a barrel before settling near $97.76. High energy costs sustain inflation concerns, prompting the Federal Reserve to consider rising interest rates, which typically suppress demand for precious metals. Gold futures opened at $4,759.20 per ounce, while silver futures opened at $77.84 per ounce.
271. https://www.staradvertiser.com/2026/04/22/breaking-news/trumps-fed-pick-faces-tough-task-shedding-sock-puppet-label/ - Kevin Warsh appeared before the Senate Banking Committee for his confirmation hearing as Donald Trump's nominee to chair the Federal Reserve. Lawmakers questioned whether Warsh would act as a 'sock puppet' for the administration regarding interest rates. Warsh denied any promises to the White House and pledged to defend the central bank's autonomy, prioritizing inflation control. However, experts warn that Warsh's ambition to overhaul Fed policy, combined with rising inflation due to the Iran conflict, creates a difficult path to gaining support for immediate rate cuts.
272. https://kalkinemedia.com/au/stocks/metal-and-mining/dalaroo-expands-all-ordinaries-blue-lagoon-project - Dalaroo Metals Ltd has expanded exploration activities at its Blue Lagoon project in Australia. The company aims to strengthen mineral discovery and development scope by extending exploration boundaries. This initiative aligns with broader mining sector trends and involves geological work to refine resource assessments.
273. https://kalkinemedia.com/au/stocks/metal-and-mining/why-is-litchfield-minerals-drawing-interest-after-silver-find - Litchfield Minerals has completed a drilling program at its Oonagalabi Copper-Zinc Project in the Northern Territory and reported high-grade silver, lead, copper, and gold mineralisation at the Silver Valley prospect. The findings suggest a structurally controlled mineral system with potential for deeper extension. These results strengthen the company's exploration outlook and have renewed market interest in its Australian assets.
274. https://kalkinemedia.com/au/stocks/metal-and-mining/legacy-push-gains-all-ordinaries-mining-project-momentum - Legacy Minerals Holdings Limited (ASX:LGM) has progressed the Mt Carrington project via a strategic agreement aimed at enhancing technical capabilities and resource evaluation. The collaboration focuses on integrating specialised expertise to refine exploration methodologies and optimise resource development processes. This initiative aligns with broader mining sector trends regarding technological integration and project efficiency within the Australian market.
275. https://www.adomonline.com/epa-warns-mining-firms-over-galamsey-in-concessions-threatens-sanctions/ - The Environmental Protection Authority (EPA) in Ghana has warned mining companies that failure to prevent illegal mining (galamsey) within their concessions will result in strict regulatory sanctions. Citing worsening environmental degradation, the Authority mandated immediate security tightening, enhanced monitoring, and strict adherence to environmental permits. A nationwide monitoring exercise is scheduled to begin on May 10, 2026, to assess compliance. Non-compliance could lead to permit suspension, revocation, fines, and joint enforcement actions with security agencies.
276. https://www.unian.ua/curiosities/geologi-viyavili-v-andah-gigantske-rodovishche-midi-zolota-ta-sribla-13358925.html - Canadian mining company Lundin Mining Corporation and resource group BHP are preparing to invest nearly $18 billion in the Vicuña project located on the border of Argentina and Chile. The deposit, situated at over 4,500 meters altitude, contains confirmed and inferred reserves of 14 million tonnes of copper, 36 million ounces of gold, and 729 million ounces of silver. If fully operational, the mine is expected to produce 400,000 tonnes of copper annually for 25 years. The project is not yet approved or funded, with production not expected until 2035.
277. https://financewire.com/2026/04/23/abitibi-metals-announces-non-brokered-financing-led-by-discovery-silver-with-a-9-9-strategic-stake/ - * Abitibi Metals Corp. announced a non-brokered private placement raising up to C$30,752,228. * Discovery Silver Corp. is acquiring a 9.9% strategic stake in Abitibi Metals upon closing. * Proceeds will fund exploration and development of the Quebec-based B26 Deposit. * The transaction includes charity flow-through shares and hard dollar common shares. * Regulatory approvals from the Canadian Securities Exchange are required to close.
278. https://pv-magazine-usa.com/2026/04/23/manufacturing-partnership-brings-new-pv-technology-to-u-s-sourced-solar/ - Solx and Caelux have agreed to produce hybrid photovoltaic modules using domestic-sourced components. The partnership will see Solx manufacture Aurora hybrid modules at its Aguadilla, Puerto Rico facility, incorporating Caelux's perovskite glass and Suniva's silicon cells. Expected to achieve 28% efficiency, the modules aim to compete internationally beyond federal tax credit sunsets. Commercial volumes are targeted for 2027, with a five-year deal specifying 3 GW of hybrid modules.
279. https://www.goodreturns.in/news/gold-rates-today-23-04-2026-crash-24k-22k-18k-gold-prices-ibja-tanishq-joyalukkas-grt-bhima-malabar-1504103.html - Gold prices declined across major Indian jewellers including Tanishq, Joyalukkas, and IBJA on 23 April 2026. Spot gold slipped below $4,720/oz and silver dropped to $75.50/oz. Analysts attribute the drop to eased geopolitical tensions following a US-Iran ceasefire extension, which temporarily cooled crude oil prices and shifted investor sentiment. The decline occurred despite earlier intraday gains, as volatility persisted amid fragile regional conditions.
280. https://www.okaz.com.sa/economy/na/2245480 - Gold prices deepened losses during trading, with the June futures contract dropping 0.96% to $4,708.10 per ounce. Spot gold fell 0.85% to $4,696.89. The decline occurred as the US dollar rose 0.2% to 98.79, driven by growing inflationary pressures that are pushing the Federal Reserve to maintain high interest rates. Silver also declined by approximately 4.1% to $74.49 per ounce.
281. https://www.silicon.co.uk/workspace/components/tsmc-arizona-packaging-629579 - TSMC has commenced construction of a chip packaging plant in Arizona, with operations scheduled to begin in 2029. Kevin Zhang, deputy co-chief operations officer at TSMC, confirmed plans to build CoWoS and 3D-IC capabilities at the existing Arizona facility to address packaging bottlenecks for clients like Apple and Nvidia. The company is also in talks with Amkor Technology to establish a separate packaging factory by mid-2027. This expansion supports US-based manufacturing initiatives under a bilateral government deal between Taiwan and the United States.
282. https://www.eqmagpro.com/andhra-pradesh-set-to-launch-%E2%82%B95400-crore-solar-manufacturing-hub-to-boost-domestic-clean-energy-supply-chain-eq/ - Andhra Pradesh is set to host the groundbreaking of a 5400 crore solar manufacturing project aimed at strengthening India's domestic renewable energy supply chain. The initiative seeks to enhance local production capabilities, support the Make in India initiative, and reduce import dependence. Expected to generate significant employment, the project aligns with national goals for self-reliant and sustainable energy infrastructure development.
283. https://strategicenergy.eu/jinko-solar-argentina-is-now-a-cutting-edge-solar-market-and-financially-more-stable/ - Miguel Covarrubias, Sales Director LATAM at Jinko Solar, stated that Argentina has become a financially stable and technically mature solar market. The country now holds over 2,500 MW of installed solar PV capacity. Jinko Solar supplies 36% of the nation's installed photovoltaic capacity and accounts for 25% of its regional supply. The company highlights improved bankability and ongoing technological advancements, such as the Tiger Neo 3.0 line, while noting future growth drivers in energy storage and regulation.
284. https://seekingalpha.com/article/4892949-silver-the-big-picture-perspective-of-the-silver-elephant?source=feed_all_articles - An economist and financial engineer with a long position in silver shares discusses their research philosophy and strategic investing focus on the commodity. The author, who has published books on economics and trading, expresses views on economic behavioral patterns and the medium to longer-term outlook for silver. The article serves as an opinion piece rather than a specific market event report.
285. https://bitcoinethereumnews.com/finance/silver-price-forecasts-xag-usd-dips-below-75-00-amid-growing-risk-aversion/?utm_source=rss&utm_medium=rss&utm_campaign=silver-price-forecasts-xag-usd-dips-below-75-00-amid-growing-risk-aversion - Silver prices fell below $75.00 on Thursday as the US dollar strengthened and investor risk aversion increased due to stalled US-Iran peace talks. Tensions escalated after Iran collected tolls from ships in the Strait of Hormuz and seized vessels, while the US military redirected Iranian tankers. Technical analysis indicates a bearish reversal with sellers controlling the market near the $78.50 support level.
286. https://energy.economictimes.indiatimes.com/news/renewable/india-weighs-petitions-on-mandate-for-domestic-solar-cells/130466914 - Indias clean energy ministry is examining petitions from manufacturers and developers regarding a proposed mandate requiring domestically made solar cells in power projects from June. Industry stakeholders warn that such a rule would drive up prices and delay projects due to a severe shortage of domestic capacity, which stands at 25.6 GW against an annual demand of roughly 50 GW. The ministry has not provided a timeframe for a decision as it balances local sourcing goals with net-zero targets.
287. https://www.viva.co.id/bisnis/1894060-harga-emas-tak-seindah-awal-tahun-proyeksi-baru-bikin-investor-was-was - 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 a significant price correction where gold fell approximately 8% from near-record highs of US$5,500 to the US$4,700-US$4,800 range due to geopolitical tensions in the Middle East. Despite the cut, the bank maintains a structural outlook supported by central bank demand and anticipated interest rate cuts.
288. https://investinglive.com/news/eurozone-april-flash-services-pmi-474-vs-498-expected-20260423/ - The Eurozone flash services PMI dropped to 47.4 in April, entering contraction territory for the first time since late 2024, driven by the war in the Middle East and supply shortages. While manufacturing PMI rose to 52.2 due to stockpiling, the services sector activity fell at a rate not seen since early 2021. Surging input price inflation and rising operating costs threaten to pass higher prices to consumers, complicating the European Central Bank's decision on interest rates as the economy faces a potential quarterly GDP decline.
289. https://investinglive.com/news/rising-cost-pressures-starting-to-bug-the-euro-area-economy-20260423/ - Euro area PMI data reveals divergent performance between the resilient manufacturing sector and the struggling services sector in April. Higher energy prices and Middle East conflict disruptions are driving input inflation to a three-year high, with Germany seeing aggressive price pass-through. While France contained price increases, supply chain bottlenecks and lengthened lead times signal worsening stagflation risks, creating a difficult balancing act for the ECB between a weakening economy and surging price pressures.
290. https://investinglive.com/commodities/silver-extends-losses-as-us-iran-stalemate-and-rate-hike-bets-weigh-on-precious-metals-20260423/ - Silver prices fell below the 78.00 level on Tuesday amid renewed pressure from US-Iran tensions and expectations of US rate hikes. Although a ceasefire extension was announced, the continued US blockade in the Strait of Hormuz and lack of a resolution deadline maintain a neutral to bearish short-term bias. Technical analysis indicates sellers are targeting the 67.00 level, while buyers may step in near 72.55. Upcoming US Jobless Claims and PMI data are also under market focus.
291. https://www.blanchardgold.com/market-news/silver-crunch-what-a-6-year-supply-gap-means-for-prices/ - According to new data from the Silver Institute, the global silver market is forecast to enter its sixth consecutive year of a supply-demand deficit in 2026. The projected shortfall is expected to widen to 46.3 million ounces, a 15% increase from 2025 levels. While investment demand for coins and bars is anticipated to rise by 18%, industrial demand may fall slightly due to a slowdown in the photovoltaic sector. Global mine production is expected to remain flat, constrained by declining ore grades and operational challenges. The persistent imbalance is creating upward pressure on prices and raising the risk of a liquidity squeeze as stocks are drawn down to cover the gap.
292. https://www.sentinelassam.com/more-news/international/brazil-moves-to-block-strategic-mineral-sales-drafts-new-national-policy - The Brazilian government is advancing a new National Rare Earth Policy to strengthen state oversight of strategic mineral resources. Energy and Mines Minister Alexandre Silveira announced the proposal, which includes creating a National Council for Mineral Policy to authorise transactions involving critical assets. The initiative aims to ensure national sovereignty, boost domestic industrial capacity, and mandate technology transfer, following concerns over foreign control of assets like the Serra Verde mining company.
293. https://investinglive.com/commodities/gold-remains-under-pressure-amid-us-iran-stalemate-traders-await-new-catalysts-20260423/ - Gold prices faced renewed pressure on Tuesday following Iran's refusal to participate in Islamabad talks due to a US blockade in the Strait of Hormuz. Although a ceasefire extension was granted without lifting the blockade, the stalemate maintains a neutral to bearish short-term bias. Traders await new catalysts, with technical analysis suggesting potential downside towards 4,550 or 4,100 if the war resumes, or a rally towards 5,000 if relations improve.
294. https://investinglive.com/commodities/silver-extends-losses-as-us-iran-stalemate-and-rate-hike-bets-weigh-on-precious-metals-20260423/ - Silver prices fell below the 78.00 level on Tuesday amid renewed pressure from US-Iran tensions and expectations of US rate hikes. Although a ceasefire extension was announced, the continued US blockade in the Strait of Hormuz and lack of a resolution deadline maintain a neutral to bearish short-term bias. Technical analysis indicates sellers are targeting the 67.00 level, while buyers may step in near 72.55. Upcoming US Jobless Claims and PMI data are also under market focus.
295. https://www.thehindubusinessline.com/markets/gold/china-india-keep-net-inflows-in-gold-etfs-positive-so-far-this-year/article70897098.ece - Data from the World Gold Council indicates that China and India have sustained positive net investments in physically-backed gold exchange-traded funds (ETFs) for the year to April 17. China contributed $9.04 billion, followed by India with $3.26 billion. While global net inflows reached $20.23 billion, 68% of investors exited positions. In contrast to the overall trend, Asian investors exited gold ETFs in the week ending April 17, whereas North American and European investors increased holdings. Gold prices have declined over 15% from their January peak of $5,608 per ounce, currently trading around $4,712.
296. https://business-review.eu/investments/analysis-gold-market-undergoes-normal-consolidation-despite-talk-of-collapse-295719 - Daniel Văduva, Partner at Avangard Gold, states that gold is experiencing a normal cyclical correction rather than a collapse. Following a peak in early 2026, prices are currently 10% to 12% below highs due to the strengthening dollar, high interest rates, and profit-taking. While the Iran conflict caused short-term volatility, long-term geopolitical instability and record central bank buying support gold. Major banks like JPMorgan Chase and Bank of America anticipate prices exceeding USD 6,000 per ounce in 2026.
297. https://www.fool.com/investing/2026/04/23/president-donald-trumps-right-hand-man-at-the-fede/ - Federal Reserve Governor Stephen Miran is reconsidering his projected interest rate cuts for 2026, reducing his forecast from six to potentially three or four. This shift follows persistent inflation concerns linked to the Iran war and disrupted oil supplies through the Strait of Hormuz. While Miran remains dovish and supports a cut at the upcoming April meeting, he acknowledges that energy price volatility may delay inflation targets. Market expectations currently suggest no rate cuts until June 2027, though rising unemployment could alter this trajectory.
298. https://caretas.pe/edicion_2747/inversion-minera-en-el-peru-2026-medidas-del-gobierno-para-destrabar-proyectos/ - The Peruvian Ministry of Energy and Mines is implementing a regulatory simplification agenda to boost mining investment in 2026. Key actions include standardizing technical criteria, digitizing procedures, and enhancing inter-institutional coordination to provide predictability and legal security for investors. The government aims to manage social conflicts through early state presence and structured dialogue platforms involving communities and local authorities. Additionally, efforts are being made to combat illegal mining and formalize artisanal mining to protect the environment and institutional trust. The national mining investment portfolio is valued at over $53 billion across 65 prioritized projects.
299. https://www.mining.com/gold-price-halts-two-day-decline-with-us-iran-ceasefire-extended/ - Gold prices steadied above $4,700 an ounce on Wednesday, ending a two-day drop following an extension of the US-Iran ceasefire. The development rekindled optimism regarding peace talks and reduced fears of Middle East escalation. While gold has declined over 10% since the conflict began nearly two months ago, recent market recovery is attributed to improved fundamentals and broader market gains. Analysts note that speculative activity has decreased, with positioning now driven more by fundamentals than leverage.
300. https://habr.com/ru/articles/1026794/?utm_source=habrahabr&utm_medium=rss&utm_campaign=1026794 - Researchers from Kyushu University in Japan and Johannes Gutenberg University in Germany have developed a technology using a molybdenum-based spin-flip complex to enhance solar cell efficiency. By utilizing singlet fission, the system generates 1.3 excitons per photon, achieving a 130% quantum yield. This approach reduces thermal losses from high-energy photons, theoretically allowing future solid-state solar panels to reach 35-45% efficiency. The study, published in the Journal of the American Chemical Society, is currently at the confirmation stage.
301. https://www.solardaily.com/reports/Contact_Between_Two_Perovskite_Films_Boosts_Solar_Cell_Efficiency_and_Durability_Without_Added_Chemicals_999.html - Researchers from Korea University and the University of Surrey have demonstrated a technique that improves the efficiency and stability of perovskite solar cells without adding chemicals. Published in Nature Energy, the study details a method where placing two perovskite films in contact triggers molecular interactions that reorganise the crystal structure. The resulting cells achieved a certified power conversion efficiency of 25.61 per cent and showed significantly improved thermal stability. The University of Surrey team confirmed the molecular alignment using photo-induced force microscopy.
302. https://www.dostor.org/5520993 - The Global Gold Council reported that gold prices fell by 93.8 dollars per ounce between 28 February 2026 and 23 April 2026, marking a 15.7% decline from February highs. The council attributes this drop to a forced rebalancing phase driven by currency and geopolitical factors, including the onset of conflict between the United States, Israel, and Iran. Central bank purchasing slowed in March and April despite record February reserves, while ETF outflows favored US bonds. Reduced fears of a full-scale explosion following a ceasefire extension contributed to the temporary liquidation of long positions.
303. https://cryptobriefing.com/iran-war-boosts-european-solar-demand-pressures-silver-oil-prices/ - Escalating tensions in the Middle East, specifically the closure of the Strait of Hormuz and disruptions to Qatari LNG supply, have reignited demand for European rooftop solar panels as homeowners seek to reduce energy bills. This shift in energy demand is driving silver price predictions higher, with traders anticipating increased usage in solar panels. Simultaneously, WTI crude oil faces upward pressure, with prices expected to hit $160 by the end of April due to severe supply constraints affecting one-fifth of global oil supply. These geopolitical developments have heightened inflation concerns and influenced market positioning for silver and oil through June 2026.
304. https://www.energytrend.com/news/20260423-51293.html - Risen Energy has achieved a certified photoelectric conversion efficiency of 31.95% in its 1 cm2 Heterojunction silicon-based perovskite tandem cell, with an open-circuit voltage of 1.988V. The breakthrough utilizes a water-bath immersion method to ensure uniform perovskite layer coverage on textured surfaces, improving charge transport and reducing defect density. This development marks a step toward gigawatt-level mass production, though industry leaders like Trina Solar and LONGi Green Energy have already exceeded 34% efficiency in laboratory settings. Future competition will focus on large-area consistency and cost control.
305. https://bitcoinworld.co.in/silver-price-forecast-xag-usd-plummets-3/ - Silver prices fell below the $76 threshold amid selling pressure driven by Federal Reserve policy signals, dollar strength, and industrial demand concerns. This decline occurred while oil prices posted fresh weekly highs, breaking historical correlation patterns. Technical indicators, including RSI and MACD, show bearish configurations with support levels identified at $75.40, $74.20, and $72.80. ETF outflows from precious metals funds totaled $2.3 billion this month, further contributing to the downward trend.
306. https://ekonomi.haber7.com/ekonomi/haber/3622300-altin-piyasasinda-revizyon-alarmi-hedefler-degisti-dev-banka-yeni-tahminini-acikladi - Morgan Stanley revised its 2026 gold price forecast downwards from $5,700 to $5,200 per ounce following a sharp six-week decline of approximately 8% to $4,800. The bank cites slowing central bank purchases, outflows from ETFs, and broken technical levels as key drivers. Despite the cut, the firm maintains that significant upside potential remains due to central bank demand, currency devaluation fears, and geopolitical risks. Future gold performance is expected to depend on US Federal Reserve interest rate policy and inflation data.
307. https://bitcoinworld.co.in/silver-price-forecast-xag-usd-plummets-3/ - Silver prices fell below the $76 threshold amid selling pressure driven by Federal Reserve policy signals, dollar strength, and industrial demand concerns. This decline occurred while oil prices posted fresh weekly highs, breaking historical correlation patterns. Technical indicators, including RSI and MACD, show bearish configurations with support levels identified at $75.40, $74.20, and $72.80. ETF outflows from precious metals funds totaled $2.3 billion this month, further contributing to the downward trend.
308. https://tradebrains.in/gold-down-0-7-silver-plunges-2-4-on-mcx-as-crude-oil-and-iran-uncertainty-weigh/ - Gold and silver futures declined on the Multi Commodity Exchange of India on Thursday due to firm crude oil prices and stalled US-Iran negotiations. Silver futures for May 2026 delivery dropped 2.4% to Rs. 2,42,220 per kg, while gold contracts for June 2026 delivery fell 0.7% to Rs. 1,51,719 per 10 grams. International spot gold and silver also recorded losses. The price drops reflect investor caution regarding inflation and high-interest-rate expectations.
309. https://bitcoinworld.co.in/silver-price-forecast-xag-usd-plummets-3/ - Silver prices fell below the $76 threshold amid selling pressure driven by Federal Reserve policy signals, dollar strength, and industrial demand concerns. This decline occurred while oil prices posted fresh weekly highs, breaking historical correlation patterns. Technical indicators, including RSI and MACD, show bearish configurations with support levels identified at $75.40, $74.20, and $72.80. ETF outflows from precious metals funds totaled $2.3 billion this month, further contributing to the downward trend.
310. https://australianminingreview.com.au/news/south32-strong-quarter-offsets-weather-impacts/ - Liberty Bell Bay smelter in Tasmania has entered voluntary administration. The facility, an asset of billionaire Sanjeev Gupta's GFG Alliance, had been operating at limited capacity since May following a $20m Tasmanian Government loan. The Tasmanian Government confirmed repeated loan defaults and breaches. ASIC previously sought to wind up operations due to five consecutive years of missing financial reports. Minister Felix Ellis stated administrators aim to stabilise the business for potential sale or recapitalisation, focusing on outcomes for workers and the local community.
311. https://www.prnewswire.com/news-releases/vizsla-silver-awards-epcm-and-mine-design-contracts-for-the-development-of-the-panuco-silver-gold-project-302750621.html - Vizsla Silver Corp. has awarded an Engineering, Procurement and Construction Management (EPCM) contract to M3 Engineering & Technology Corp. and a mine design contract to Mining Plus for its Panuco silver-gold project in Mexico. The EPCM scope covers the process plant and surface infrastructure valued at approximately US$170 million, while the mining design scope covers approximately US$50 million in development capital. These contracts support the advancement of the project following the completion of the Feasibility Study in November 2025, with key development activities progressing in line with previously disclosed timelines.
312. https://www.solardaily.com/reports/Molecular_Engineering_Pushes_PTAA_Perovskite_Solar_Cell_Efficiency_Past_26_Percent_999.html - Researchers from Dalian University of Technology, Fudan University, and City University of Hong Kong developed a molecular design strategy to exceed 26% efficiency in PTAA-based perovskite solar cells. Led by Professors Ze Yu, Yingguo Yang, and Hin-Lap Yip, the team utilized pi-conjugation extension of triphenylamine-based semiconducting ligands to improve carrier transport. The optimized devices achieved 26.13% efficiency with enhanced stability, retaining 84.9% performance after 1,000 hours. Results were published in Nano-Micro Letters.
313. https://agadir24.info/%D8%AA%D9%88%D9%82%D8%B9%D8%A7%D8%AA-%D8%A8%D8%A7%D9%86%D8%AE%D9%81%D8%A7%D8%B6-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%81%D8%B6%D8%A9-%D8%AD%D8%AA%D9%89-2027-%D9%88%D8%A7%D9%84%D8%B0%D9%87.html - Yule Financial Consulting forecasts silver prices will gradually decline to approximately $65 per ounce by 2027, down from a January peak above $120. The study predicts an average of $75 per ounce for the current year. Conversely, gold prices are expected to stay above $4000 per ounce through 2026 before stabilising and potentially falling to $3500 later. Factors include the return of the gold-silver price ratio to natural levels, stabilising gold prices, rising mining costs, central bank demand for gold, and inflationary pressures linked to oil prices. Analysts compare the current situation to the 1979 energy crisis.
314. https://www.fxstreet.com/news/gold-etf-inflows-signal-renewed-interest-ing-202604230851 - Gold and silver prices rebounded following recent losses, supported by a weaker dollar and easing geopolitical tensions. Gold ETF flows turned positive for three weeks, with six consecutive daily inflows increasing holdings to 99.3 million ounces. This trend indicates renewed investor interest after the March sell-off, according to ING analysts Warren Patterson and Ewa Manthey.
315. https://realinvestmentadvice.com/resources/blog/can-warsh-reform-the-fed/ - Kevin Warsh appeared before the US Senate for his Federal Reserve Chair nomination hearing, outlining a reform agenda. His proposals include abandoning forward guidance, adopting trimmed-mean inflation models, and reducing the Fed balance sheet. Warsh stated inflation is lower than official indicators suggest and described quantitative easing as 'reverse Robin Hood'. The article also notes strong Q1 earnings beats and discusses geopolitical risks related to the Strait of Hormuz.
316. https://www.fxstreet.com/news/ecb-inflation-signals-allow-patience-bny-202604230927 - BNY Mellon analyst Geoff Yu contends that recent European inflation data do not justify pre-emptive tightening by the European Central Bank or Bank of England. With core inflation contained across core Europe, Yu warns that raising rates could further damage weak growth and consumer confidence. The firm expects policymakers to have time to assess corporate pricing and wage dynamics before acting, noting that the case for immediate moves is not compelling despite market pricing.
317. https://www.lowyat.net/2026/390692/tesla-becomes-first-customer-to-use-intel-14a-process/ - Elon Musk, CEO of Tesla, announced during an earnings call that Tesla will be the first customer to utilise Intel's upcoming 14A process nodes. The chips will be manufactured at the Terafab facility, a joint venture between Tesla, SpaceX, xAI, and Intel, located near the Tesla Giga Texas factory. The facility, currently under construction, is expected to produce up to one million wafers per month and support Tesla's auto, robotics, and AI businesses. Intel plans to debut the 14A process in 2027.
318. https://www.deccanchronicle.com/southern-states/andhra-pradesh/naidu-lays-foundation-for-rs-5400-cr-solar-manufacturing-facility-in-anakapalli-1952229 - Chief Minister N Chandrababu Naidu laid the foundation for a Rs 5,400-crore ReNew solar manufacturing facility in Anakapalli, near Vizag. The 6 GW unit will produce solar ingots and wafers to reduce import reliance and strengthen India's energy security. Commissioned within 24 months, the project is part of ReNew's Rs 82,000-crore investment in the southern state and is expected to generate over 2,100 jobs.
319. https://www.goodreturns.in/news/gold-price-falls-again-22-april-24k-gold-rate-drops-rs-11-740-in-2-days-chennai-bengaluru-mcx-1504031.html - Gold prices dropped in India on 22 April due to softer buying interest and shifting global cues. The 24 karat gold rate fell by Rs. 11,740 per 100g in two days, with significant declines in Chennai and Bengaluru. Internationally, gold slipped towards $4,700 per ounce as markets reacted to easing tensions in the Middle East and the Strait of Hormuz. Analysts noted a shift in investor sentiment linked to a temporary cooling in crude oil prices and a weaker dollar.
320. https://www.unian.ua/economics/finance/zoloto-padaye-yaka-cina-za-1-gram-zolota-13358727.html - Gold prices declined on 23 April due to rising oil costs fueling inflation fears and expectations of prolonged high interest rates. Spot gold dropped 0.6% to $4,711.27 per ounce. Analysts from KCM Trade note that energy shocks and geopolitical tensions in the Middle East, including Iran seizing ships in the Strait of Hormuz, sustain inflationary risks. Consequently, the US Federal Reserve is likely to hold rates for at least six months, reducing the appeal of non-yielding assets like gold.
321. https://www.politico.eu/article/stagflation-warning-lights-flash-the-eu-eurozone-private-sector-contracts-april/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - The eurozone private sector contracted in April, with Germany and France also recording declines. Companies raised prices at the fastest rate in 37 months while input costs surged since late 2022. This combination of weak growth and persistent inflation creates a stagflation scenario, complicating European Central Bank decisions on interest rates. Policymakers have signalled they are unlikely to make a decision at their April 30 meeting due to uncertainty regarding the duration of the economic shock linked to the war in the Middle East.
322. https://www.thehindubusinessline.com/markets/gold/why-gold-silver-slip-strong-dollar-rising-yields-hawkish-fed-pressure-prices/article70896133.ece - Gold and silver prices fell in early Thursday trade, with spot gold down 0.23 per cent and silver declining 2.39 per cent. The decline was driven by a partial easing of US-Iran tensions reducing safe-haven premiums, a strong US dollar, and rising yields. Additionally, a potentially hawkish policy posture from the Federal Reserve, signaled by the Senate confirmation hearing of Chair nominee Kevin Warsh, added downward pressure. Markets are currently pricing in no rate cuts through 2026.
323. https://www.capitalflowsresearch.com/p/decoding-the-warsh-testimony-what - Kevin Warsh, during Senate Banking Committee testimony, explicitly framed the 2020 inflation surge as a legacy of policy errors under the previous leadership. He advocated for a new inflation framework, the end of forward guidance, and a coordinated balance sheet reduction with the Treasury. Warsh emphasized that interest rates transmit policy to the real economy more effectively than the balance sheet, which he argued disproportionately benefits asset owners. He proposed using trimmed mean inflation data and acknowledged the impact of AI-driven productivity on future growth potential. The testimony signals a potential shift in Federal Reserve strategy and communication.
324. https://www.thehindubusinessline.com/markets/gold/why-gold-silver-slip-strong-dollar-rising-yields-hawkish-fed-pressure-prices/article70896133.ece - Gold and silver prices fell in early Thursday trade, with spot gold down 0.23 per cent and silver declining 2.39 per cent. The decline was driven by a partial easing of US-Iran tensions reducing safe-haven premiums, a strong US dollar, and rising yields. Additionally, a potentially hawkish policy posture from the Federal Reserve, signaled by the Senate confirmation hearing of Chair nominee Kevin Warsh, added downward pressure. Markets are currently pricing in no rate cuts through 2026.
325. https://www.perthnow.com.au/news/environment/oily-orange-water-result-of-mine-pollution-court-told-c-22181966 - The Cadia Community Sustainability Network has filed a class action against Newmont Mining's Cadia operation in New South Wales, alleging reckless exposure to air, land, and water pollution. Evidence submitted to the NSW Supreme Court includes images of dust, orange water, and foam near the mine, alongside claims of PFAS and heavy metal contamination in local water sources. Residents seek aggravated damages and an injunction, citing a 2018 tailings dam collapse and previous regulatory fines. The case is scheduled for a hearing in July.
326. https://www.pv-magazine.com/2026/04/23/inside-pv-manufacturing-belga-solars-module-factory-in-belgium/ - Belga Solar, formerly Evocells, manufactures solar panels at its facility in Baillonville, Wallonia, Belgium. The company transitioned to TOPCon technology and produces residential, commercial, and specialty modules including Wattway and SkySafe. With an annual capacity of 100 MW, it is the world's first B-Corp certified solar panel manufacturer, focusing on European PV sovereignty and local supply chains.
327. https://skillings.net/panama-approves-processing-of-38-million-tonne-stockpile-at-cobre-panama/ - The Government of Panama has authorized First Quantum Minerals to process approximately 38 million tonnes of stockpiled ore at the Cobre Panama mine. Announced by the Ministry of Commerce and Industries, this decision aims to mitigate environmental risks associated with acid rock drainage and generate economic activity. The operation, expected to create over 1,000 jobs and inject $250 million into the economy, will recover an estimated 70,000 tonnes of copper and precious metals. This measure is framed as environmental risk mitigation rather than a full resumption of mining activities, with no new extraction authorized.
328. https://realtynmore.com/loom-solar-expands-second-land-allotment-in-up/ - Loom Solar has secured a second land allotment of 33,400 square meters in Meerut, Uttar Pradesh, to expand its solar module and Battery Energy Storage Systems (BESS) manufacturing capacity. The agreement was formalized on April 23, 2026, during a ceremony in Lucknow attended by Chief Minister Yogi Adityanath and Industrial Minister Nand Gopal Gupta. This new facility complements the company's existing 1.2 GW unit in Kosi, aiming to strengthen India's domestic solar supply chain and support the national goal of 500 GW non-fossil fuel capacity by 2030. The expansion aligns with the Aatmanirbhar Bharat and PLI schemes, expected to generate thousands of jobs.
329. https://www.sanjuandailystar.com/post/fed-pick-faces-skepticism-over-claim-of-independence-from-trump - Kevin Warsh, President Donald Trump's nominee for Federal Reserve chair, asserted his independence during a contentious Senate confirmation hearing on April 21, 2026. Warsh denied requests to predetermine interest rates, despite Trump's public pressure for rate cuts. Confirmation is delayed by a Justice Department investigation into current chair Jerome Powell and legal efforts to remove Governor Lisa Cook. Senator Thom Tillis has vowed to block Warsh's confirmation until the Powell investigation is resolved. Democrats also questioned Warsh's shifting views on inflation and AI-driven growth.
330. https://stockhead.com.au/resources/post-cap-raise-drilling-continues-as-investigator-silver-moves-paris-toward-production/ - Investigator Silver continues infill drilling at its Paris silver project in South Australia to increase data density and support early production. Following a $55 million capital raise, the company targets areas adjacent to the pit design to convert inferred mineralisation to higher confidence categories. This aims to expand the mine scale and value without significant additional capital. The project, which has a defined feasibility study, is progressing toward final investment decision and construction.
331. https://mining.com.au/legacy-shoots-for-mt-carrington-with-csiro-agreement/ - Legacy Minerals has entered a research collaboration with the Commonwealth Scientific and Industrial Research Organisation (CSIRO) to advance the Mt Carrington Project in New South Wales. The agreement includes a CSIRO Kick-Start voucher providing $50,000 in funding for technical studies, including SEM-TIMA, LIBS, and structural logging. The partnership aims to integrate advanced mineralogical techniques with existing datasets to improve understanding of alteration and structural controls on mineralisation. CEO Christopher Byrne stated the collaboration will enhance targeting confidence and support efficient capital allocation for the project, which hosts a substantial 115-million-ounce silver-equivalent mineral resource.
332. https://mining.com.au/ghana-tightens-mining-ownership-rules-newmont-anglogold-ashanti-and-zijin-face-deadline/ - Ghana's Minerals Commission has issued a deadline of December 2026 for international mining companies, including Newmont, AngloGold Ashanti, and Zijin Mining, to comply with new local ownership requirements. Surface mining must be undertaken by Ghanaian-owned firms, while underground mining requires minimum 50% local ownership. Failure to comply will result in sanctions. Newmont requested an extension to 2027, which was rejected. The reforms aim to eliminate 'fronting' and ensure Ghanaians benefit equitably from mineral wealth, shifting focus from employment to ownership.
333. https://www.globaltimes.cn/page/202604/1359611.shtml - US chipmaker Micron Technology is reportedly urging Congress to pass the MATCH Act, which would tighten export controls on semiconductor manufacturing equipment destined for Chinese firms. The bill, advanced by a House committee, targets companies including ChangXin Memory Technologies and Huawei. Chinese experts argue that such unilateral restrictions fail to curb China's technological progress and disrupt global supply chains, noting that slowing competitors does not enhance domestic competitiveness.
334. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5265576-%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%B3%D8%B7-%D9%85%D8%AE%D8%A7%D9%88%D9%81-%D9%85%D9%86-%D8%A7%D9%84%D8%AA%D8%B6%D8%AE%D9%85-%D8%A7%D9%84%D9%86%D8%A7%D8%AC%D9%85-%D8%B9%D9%86-%D8%A7%D8%B1%D8%AA%D9%81%D8%A7%D8%B9-%D8%A7%D9%84%D9%86%D9%81%D8%B7 - Gold prices declined 0.7% to $4,705.37 per ounce on Thursday as rising oil prices fueled inflation concerns and sustained high interest rates. Brent crude remained above $100 per barrel following unexpected US gasoline inventory draws and stalled US-Iran peace talks. Analysts warn that persistent energy shocks could exacerbate inflation, reducing the appeal of gold as a safe haven. Meanwhile, the Federal Reserve is expected to wait at least six months before cutting rates this year due to the impact of energy shocks on existing high inflation.
335. https://hathalyoum.net/articles/4139759 - Gold prices declined by 0.7% to $4,705.09 per ounce amid rising oil costs exceeding $100 per barrel, which intensified global inflation concerns. Analysts note that higher energy prices increase production and transport costs, reducing gold's appeal as a safe haven. Investors are also weighing the possibility of the US Federal Reserve delaying interest rate cuts for at least six months due to inflationary pressures linked to energy prices. Other precious metals, including silver, platinum, and palladium, also fell.
336. https://www.propertywire.com/news/uk-inflation-rises-to-3-3-as-middle-east-conflict-impacts-property-market/ - UK inflation increased to 3.3% in March, driven by rising energy costs linked to the conflict in the Gulf region, according to the Office for National Statistics. Transport costs rose by 4.7%, the highest level since late 2022, due to the blockade of the Strait of Hormuz. The Bank of England is expected to maintain the current Bank Rate rather than implement anticipated cuts. The mortgage market has shown strain with nearly 1,000 products withdrawn since the conflict began. Investors are expected to maintain defensive positions until greater clarity emerges regarding inflation and development activity.
337. https://cryptobriefing.com/iran-conflict-complicates-ecb-rate-decision-ahead-of-april-meeting/ - ECB official Kocher highlighted the unpredictability of the Iran conflict as a complicating factor for the April 29-30 rate decision. Market data shows a 0.1% probability for a 50+ bps rate decrease, reflecting extreme skepticism among traders regarding aggressive ECB action during geopolitical uncertainty. Zero trading volume confirms a consensus for a conservative stance.
338. https://themarketonline.com.au/native-mineral-resources-pours-more-dore-bars-after-blackjack-restart-2026-04-23/ - Native Mineral Resources (ASX:NMR) smelted five doré bars totalling 315 ounces at its Blackjack mine in Queensland, marking the first gold production since operations recommenced in April. CEO Blake Cannavo described the result as encouraging evidence of a grade uplift as higher-grade fresh material replaces lower-grade stockpile feed. Cumulative doré production for the month now totals approximately 530 ounces. The company has also mobilised mining fleets at the Podosky project, 75km from Blackjack, to establish a second active plant feed source for the balance of 2026.
339. https://newtalk.tw/news/view/2026-04-23/1031344 - TSMC announced the A13 and A12 semiconductor process technologies at its 2026 North American Technology Forum in California. The A13 process aims to improve power efficiency and reduce area by 6% compared to the A14, while the A12 utilizes Super Power Rail technology. Both processes are scheduled for mass production in 2029 to meet AI and HPC demands. The company also revealed advancements in advanced packaging, including larger CoWoS versions and CPO technology, alongside new automotive and display driver processes.
340. https://bitcoinworld.co.in/gold-price-hormuz-fed-dollar-impact/ - Global gold prices are struggling to hold near $4,700 per ounce in early 2025 due to a strengthening US dollar driven by persistent inflation and revised Federal Reserve rate expectations. While geopolitical tensions in the Strait of Hormuz provide some support, the dollar's surge, fueled by 'higher for longer' interest rate prospects, is overwhelming safe-haven demand. Market participants are adjusting strategies as the monetary policy signal temporarily overshadows traditional gold drivers.
341. https://australianminingreview.com.au/news/perseus-lifts-quarterly-gold-production-21/ - South32 reports the US Forest Service has indicated approval for its Hermosa project to expand onto National Forest Service land. This decision permits the construction of ancillary infrastructure, including access roads and a tailings facility, and allows a third party to build part of a power line. The Draft Record of Decision, resulting from the FAST-41 program, determined the proposal causes the least surface disturbance. A public review period is now open, with the Final ROD expected in July and a Notice to Proceed anticipated in September.
342. https://focustaiwan.tw/business/202604230007 - Taiwan Semiconductor Manufacturing Co (TSMC) unveiled its next-generation A13 process at its North America Technology Symposium in Santa Clara, California. The company stated that volume production is targeted for 2029 to meet demand for artificial intelligence, high-performance computing, and mobile applications. The A13 process shrinks chip area by 6 percent while maintaining design-rule compatibility. TSMC also previewed the A12 process, N2U platform, expanded CoWoS technology, SoIC 3D stacking, COUPE photonics engine, and the N2A automotive node, with various production timelines ranging from 2026 to 2029.
343. https://vneconomy.vn/toan-canh-mua-ban-vang-cua-cac-ngan-hang-trung-uong-trong-2-thang-dau-nam-2026.htm - Data from the World Gold Council indicates divergent central bank gold reserve movements in the first two months of 2026. Poland led global net purchases with over 20 tonnes, aiming to reach 700 tonnes amid heightened security concerns in Eastern Europe. Uzbekistan and Kazakhstan also increased holdings, while China and smaller economies like Cambodia and Serbia boosted their gold ratios. Conversely, Russia and Turkey were the largest net sellers. Russia's sales reflect fiscal pressure from the war in Ukraine and Western sanctions, whereas Turkey reduced reserves to stabilise the lira and manage domestic demand.
344. https://www.fxstreet.com/news/gold-struggles-near-4-700-as-hormuz-risks-and-inflation-driven-fed-repricing-lift-usd-202604230350 - Gold prices struggle near $4,700 amid rising geopolitical tensions over the Strait of Hormuz and US naval blockades of Iranian ports. The US Dollar strengthens as investors remain skeptical of a durable ceasefire and anticipate a wait-and-see approach from the Federal Reserve due to sticky inflation. These factors exert pressure on gold, with bears awaiting a break below $4,700 for further depreciation.
345. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-falls-to-near-7750-as-hormuz-tensions-lift-inflation-202604230147 - Silver prices declined to approximately $77.60 per troy ounce amid rising inflation concerns linked to geopolitical tensions in the Middle East. Escalating conflict over the Strait of Hormuz, involving Iran, the United States, and Israel, has sustained energy prices high. Consequently, expectations for Federal Reserve rate cuts have diminished, with economists predicting rates will remain between 3.5% and 3.75% through September.
346. https://dollarcollapse.com/top-three-videos-april-23-2026/ - A speaker argues that a physical disruption at the Strait of Hormuz has reduced oil flows from 13 million to 4 million barrels per day, stranding 15% of global supply. This event has caused Brent futures to trade near $100 while physical cargoes sell for $140–$170. The disruption also impacts natural gas, fertilizer, and food security, with the World Food Program projecting 45 million more people in acute food insecurity. The speaker concludes that financial instruments like ETFs are unreliable compared to physical gold and silver.
347. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-falls-to-near-7750-as-hormuz-tensions-lift-inflation-202604230147 - Silver prices declined to approximately $77.60 per troy ounce amid rising inflation concerns linked to geopolitical tensions in the Middle East. Escalating conflict over the Strait of Hormuz, involving Iran, the United States, and Israel, has sustained energy prices high. Consequently, expectations for Federal Reserve rate cuts have diminished, with economists predicting rates will remain between 3.5% and 3.75% through September.
348. https://www.fxstreet.com/news/us-dollar-index-holds-gains-above-9850-as-middle-east-uncertainty-prevails-202604230331 - The US Dollar Index extended gains to trade around 98.70 amid heightened safe-haven demand driven by Middle East tensions and the blockade of the Strait of Hormuz. Iran fired on ships in the strait, escalating regional conflict. Simultaneously, rising energy prices intensified inflation concerns, reducing expectations for Federal Reserve rate cuts and supporting the dollar.
349. https://smallcaps.com.au/article/litchfield-minerals-records-strong-early-results-from-silver-valley-sampling-as-oonagalabi-drilling-completed - Litchfield Minerals completed an 11-hole RC and three-hole diamond drilling campaign at the Oonagalabi copper-zinc project in the Northern Territory. Concurrently, rock-chip sampling at the nearby Silver Valley project confirmed high-grade polymetallic mineralisation, including 378g/t silver, 0.91g/t gold, 5.04% copper, and 44.9% lead. Managing director Matthew Pustahya described Silver Valley as a compelling near-term opportunity with potential for scale and grade. The company plans to transition Silver Valley from a surface-defined system into drilling targets and will outline its involvement in the BHP Xplor Program.
350. https://www.brisbanetimes.com.au/business/companies/litchfield-jags-rich-silver-hit-as-nt-drill-campaign-wraps-up-20260423-p5zqi8.html?ref=rss&utm_medium=rss&utm_source=rss_feed - Litchfield Minerals completed its drilling campaign at the Oonagalabi project in the Northern Territory, submitting samples for analysis expected in May. Simultaneously, reconnaissance rock chip samples from the Silver Valley project returned high-grade results, including 378 g/t silver, 0.91 g/t gold, 5.04% copper, and 44.9% lead. Managing director Matthew Pustahya stated these results confirm the potential for a large, mineralised vein system. The company also received US$500,000 in non-dilutive funding from the BHP Xplor Program Accelerator.
351. https://dinarchronicles.com/2026/04/22/wed-am-pm-seeds-of-wisdom-news-updates-4-22-26/ - Supply disruptions in the Middle East, linked to the Iran conflict and Strait of Hormuz crisis, are driving a surge in demand for US energy exports. Over 100 empty oil tankers are heading to US ports to load crude, as the Strait, responsible for roughly 20% of global oil transit, faces partial blockage. The US is emerging as a critical swing supplier, with output near 13 million barrels per day supporting export capacity to stabilize global shortages. Concurrently, China has extended its gold buying streak to 17 consecutive months, pushing official holdings to a record 2,313 tonnes, while BRICS nations now control 17.4% of global gold reserves. The US dollar's share of global reserves has fallen to around 57%, its lowest level since 1994, reflecting a structural shift toward diversifying away from dollar-based assets.
352. https://kalkinemedia.com/au/stocks/gold/asx-200-gold-player-surges-alkanes-record-run-explained - Alkane Resources Ltd reported its strongest quarterly performance to date, driven by record production across its mining portfolio and robust operating cash flow. The company's inclusion in the ASX 200 index has increased its visibility among institutional investors. Recent exploration success has identified high-grade mineralisation, pointing to potential mine life extension. Alkane maintains its full-year production guidance despite the strong results, reflecting a measured stance on operational planning.
353. https://kalkinemedia.com/au/stocks/metal-and-mining/is-asx-200-silver-sector-gaining-exploration-momentum - Investigator Resources Limited continues exploration drilling at its Paris project to expand resource understanding and support future development planning. The activity involves systematic geological surveys and drilling campaigns aimed at identifying mineralisation zones and refining geological models. This operational progress contributes to the broader silver exploration momentum within the ASX 200 and ASX 300 mining sectors, reflecting ongoing efforts to transition projects from exploration to production stages.
354. https://www.goodreturns.in/gold/drop-of-over-rs10000-in-gold-rate-in-india-mcx-gold-jumps-will-gold-price-today-23april-rise-or-fall-1503973.html - Gold rates in India declined for three consecutive sessions, with 24K gold falling nearly Rs 10,300 per 100 grams by April 22, 2026. The drop followed easing global geopolitical tensions, specifically a US ceasefire arrangement with Iran, which reduced immediate escalation concerns. While MCX gold futures gained marginally, retail prices for 24K, 22K, and 18K gold remained under pressure due to weakening investor demand and improved risk sentiment in financial markets.
355. https://www.vietnamplus.vn/gia-vang-the-gioi-bat-tang-tro-lai-nho-luc-cau-bat-day-post1106494.vnp - Global gold prices rebounded on 22 April following a weekly low, driven by investor buying activity. Spot gold rose 0.5% to 4,735.65 USD/ounce by 04:40 local time on 23 April. The recovery occurred despite ongoing geopolitical instability involving Iran, Israel, and Lebanon, and amidst high US interest rates. Other precious metals, including silver and platinum, also increased in value. In Vietnam, SJC gold prices were listed between 167.50 and 170.00 million VND per ounce.
356. https://investinglive.com/commodities/gold-steadies-after-drop-as-iran-tensions-and-dollar-keep-prices-rangebound-20260422/ - Gold prices edged higher on Wednesday, recovering modestly from a two-week low as investors reassessed geopolitical risks and macro drivers. The rebound was driven by bargain-hunting rather than a decisive sentiment shift. Tensions persist in the Strait of Hormuz with US blockades, though a ceasefire extension tempers immediate escalation risks. Competing forces of safe-haven demand and dollar strength keep prices rangebound below resistance, with downside levels under focus.
357. https://www.channelnewsasia.com/business/dollar-holds-near-1-12-week-high-iran-us-standoff-persists-6075111 - The US dollar strengthened near a 1-1/2-week high on April 23 amid escalating tensions between Iran and the US in the Middle East. Tehran seized two ships in the Strait of Hormuz, while US President Donald Trump extended a ceasefire indefinitely without restarting peace talks. The standoff kept oil prices above $100 per barrel, weighing on investor sentiment and eroding consumer confidence. Consequently, the US Federal Reserve is expected to wait at least six months before cutting interest rates as war-driven energy shocks reignite inflation pressures.
358. https://cairnsnews.org/2026/04/23/iran-operation-clearing-one-of-empires-major-choke-points/ - Susan Kokinda contends that Federal Reserve nominee Kevin Warsh's Senate Banking Committee testimony, which calls for regime change at the Fed and blames inflation on money creation, indicates a broader alignment with the Trump administration against a British-led free-trade order. Kokinda links Warsh's criticism of post-2008 quantitative easing to Treasury Secretary Scott Bessent's focus on raising living standards and President Trump's April 20 Defense Production Act action regarding energy infrastructure. The analysis contrasts these US positions with Mark Carney's globalist posture.
359. https://caribbeannewsglobal.com/navigating-uncertain-times-with-the-help-of-artificial-intelligence/ - The European Central Bank (ECB) has integrated a quantile regression forest (QRF) machine learning model into its monetary policy toolkit to enhance inflation risk assessment. Since late 2022, the model has provided real-time insights into inflation risks by analysing a broader set of economic indicators than traditional models. The tool successfully identified upside risks in 2025 that materialised in actual outcomes, demonstrating its value in navigating economic uncertainty and informing policy decisions.
360. https://metalsandminers.substack.com/p/the-2026-defense-production-act-and - President Trump invoked Section 303 of the Defense Production Act of 1950, declaring the US electric grid infrastructure essential to national defense. The administration determined the private sector cannot meet grid requirements due to limited domestic capacity and foreign reliance. Emergency authority allows the Secretary of Energy to bypass normal procedures and deploy federal capital to build domestic supply chains for transformers, transmission components, and electrical steel. This mobilization creates a massive demand shock for silver, copper, lithium, and critical metals, which the mining sector currently cannot satisfy.
361. https://metalsandminers.substack.com/p/the-2026-defense-production-act-and - President Trump invoked Section 303 of the Defense Production Act of 1950, declaring the US electric grid infrastructure essential to national defense. The administration determined the private sector cannot meet grid requirements due to limited domestic capacity and foreign reliance. Emergency authority allows the Secretary of Energy to bypass normal procedures and deploy federal capital to build domestic supply chains for transformers, transmission components, and electrical steel. This mobilization creates a massive demand shock for silver, copper, lithium, and critical metals, which the mining sector currently cannot satisfy.
362. https://beincrypto.com/gold-vs-silver-43-projection-winner-analysis/ - Analysis indicates silver is diverging from gold, with silver up 15.47% versus gold's 6% gain. Technical indicators, including an inverted cup and handle pattern in the gold-silver ratio and bullish options positioning for the iShares Silver Trust, suggest a potential 43% rise for silver to approximately $115. While central bank holdings provide a defensive floor for gold, silver's industrial demand models and chart structures currently favor a stronger performance in the 2026 outlook.
363. https://www.miningnewsnorth.com/story/2026/04/24/news-nuggets/contango-outlines-63m-of-exploration/9642.html - Contango Silver & Gold Inc. announced a $63 million exploration program for 2026 across its projects in Alaska and Northern British Columbia. The plan includes $21 million for the Lucky Shot project in Alaska, $17 million for infrastructure at the JT Deposit in Southcentral Alaska, and $25 million for infill drilling at Kitsault Valley in British Columbia. The company also reported adding $9 million to its treasury from cash distributions at its Manh Choh gold mine joint venture. CEO Rick Van Niewenhusye stated the aggressive schedule aims to advance assets toward permitting and development.
364. https://www.juneauempire.com/2026/04/22/juneau-group-concerned-b-c-mine-will-bring-large-vessels-up-taku-river/ - Salmon Beyond Borders expressed concern regarding New Polaris's application to British Columbia's environmental assessment office for the New Polaris mining project. The group warned that plans to transport bulk supplies using large vessels up the Taku River could endanger salmon habitat and river health. The project, a re-development of a former gold mine near the Alaska border, involves potential trips between June and September. Critics cite historical incidents and environmental risks associated with river access for mining operations.
365. https://mining.com.au/nine-mile-boosts-balance-sheet-for-canada-exploration/ - Nine Mile Metals raised C$1 million through a non-brokered private placement to fund exploration at its critical mineral projects in the Bathurst Mining Camp, Canada. The company issued 7.14 million units at C$0.14 each, comprising one share and one purchase warrant. Funds will cover expenses at the Nine Mile Brook, California Lake, Canoe Landing Lake, and Wedge projects in New Brunswick. The company focuses on copper, lead, zinc, silver, and gold discoveries.
366. https://goldsilver.com/industry-news/goldsilver-news/why-chinese-silver-imports-hit-a-record-in-2026/ - China's silver imports in March 2026 reached a record high, surging 173% above the 10-year seasonal average according to Chinese Customs Authority data. This spike was driven by two distinct factors: retail investors substituting silver for gold due to high gold prices, and solar manufacturers front-loading inventory before an April 1 export tax rebate removal. While spot prices fell, strong physical demand is noted to set a market floor.
367. https://electrek.co/2026/04/22/china-shipped-a-record-68-gw-of-solar-in-march-heres-why-it-matters/ - China exported a record 68 GW of solar energy in March 2026, driven by rising fossil fuel prices linked to the US-Israel war with Iran. Fifty countries set all-time import records, with Africa and Asia accounting for most of the surge. Exports of solar cells and wafers overtook panel exports, indicating a shift toward local assembly. Concurrently, China's battery and EV exports surged, collectively cushioning the global economy from fossil fuel shocks. The spike occurred ahead of a 9% cost increase in Chinese solar panels due to export tax adjustments.
368. https://www.pv-tech.org/chinese-solar-exports-hit-record-g8-gw-march-2026-ember/ - Chinese solar exports reached a record 68GW in March 2026, with India seeing the largest single-country increase of 6.6GW. Africa recorded the highest continental growth at 176%, led by Nigeria, Ethiopia, and Kenya. Despite US legislation, the US, Australia, France, India, Italy, and Japan all set all-time import records. Upstream components now exceed module exports. A planned end to export tax rebates on 1 April may have triggered a pre-emptive buying rush.
369. https://beincrypto.com/gold-vs-silver-43-projection-winner-analysis/ - Analysis indicates silver is diverging from gold, with silver up 15.47% versus gold's 6% gain. Technical indicators, including an inverted cup and handle pattern in the gold-silver ratio and bullish options positioning for the iShares Silver Trust, suggest a potential 43% rise for silver to approximately $115. While central bank holdings provide a defensive floor for gold, silver's industrial demand models and chart structures currently favor a stronger performance in the 2026 outlook.
370. https://cryptobriefing.com/south-korea-aligns-fiscal-monetary-policies-amid-gold-market-focus/ - South Korea's finance minister and Bank of Korea Governor Shin agreed to coordinate fiscal and monetary policies. This development is being monitored by traders alongside prediction markets for gold prices, which remain unlisted for an $8,000 target by June 30. Geopolitical tensions in the Strait of Hormuz continue to support gold as a safe-haven asset. The coordinated approach adds a variable for traders assessing broader economic conditions and commodity pricing.
371. https://cryptobriefing.com/india-holds-repo-rate-amid-iran-israel-usa-conflict-uncertainty/ - The Reserve Bank of India held its repo rate at 5.25% on April 8, citing uncertainty stemming from the Iran-Israel-USA conflict. This decision aligns with broader global central bank caution, influencing market expectations for the Federal Reserve and Bank of Japan. Traders are now pricing in a 'cut-pause-pause' sequence for the Fed, while the Bank of Japan market remains near zero for a rate decrease. The geopolitical situation continues to impact oil prices and inflation expectations.
372. https://cryptobriefing.com/fed-rate-cuts-delayed-to-late-2026-amid-iran-conflict-inflation-risks/ - Fed Chair Jerome Powell indicated that interest rate cuts are now expected in late 2026 due to inflation risks stemming from the Iran conflict. Market odds for a 25 basis point cut after the April 2026 meeting rose to 0.4%, up from 0%. Traders remain skeptical as Middle East military tensions drive up oil prices, complicating the Federal Reserve's inflation targets. The probability of a rate cut has dropped, reflecting a cautious stance amid geopolitical turmoil.
373. https://www.newswire.com/news/dual-rigs-commence-tunkillia-diamond-drilling-targeting-ore-reserves-pfs-and-ml - * Barton Gold Holdings Limited has initiated a 3,000m diamond drilling program at its Tunkillia Gold Project in South Australia. * Two diamond drilling rigs are currently operating alongside ongoing reverse circulation drilling to upgrade mineral resources. * The drilling targets geotechnical and metallurgical data to support a Pre-Feasibility Study and Mining Lease application by the end of 2026. * The project aims to produce approximately 120,000 ounces of gold and 250,000 ounces of silver annually. * Management cites current higher gold and silver prices as a key factor accelerating the development timeline.
374. https://www.fxstreet.com/news/gold-drifts-lower-below-4-750-amid-trumps-extension-of-a-ceasefire-with-iran-202604222323 - Gold prices declined to approximately $4,730 during the early Asian session on Thursday. The drop occurred as traders reacted to US President Donald Trump's announcement that the ceasefire with Iran, agreed on April 7, would remain in place indefinitely. Despite the extension, tensions persist due to a naval blockade in the Strait of Hormuz and stalled peace talks. High interest rates and inflation concerns from energy disruptions have reduced the attractiveness of gold, which does not yield interest.
375. https://www.newsghana.com.gh/gold-rebounds-above-us4750-as-iran-peace-talks-collapse-again/ - Gold prices climbed above $4,750 per ounce on April 22, 2026, driven by the collapse of US-Iran peace negotiations and renewed attacks on shipping in the Strait of Hormuz. The failure of talks in Islamabad, where Iran refused to participate, reversed a brief dip in safe-haven demand. Concurrent reports of vessels being fired upon by Iran's Islamic Revolutionary Guard Corps further heightened geopolitical risk. While President Donald Trump extended a ceasefire framework, the continuation of the US naval blockade undermined confidence in a near-term resolution. Analysts expect prices to remain elevated due to persistent Middle East uncertainty, though tensions also contribute to rising oil prices and import costs for nations like Ghana.
376. https://www.globalsmt.net/new-products/advanced-chip-and-circuit-materials-introduces-negative-and-near-zero-cte-materials-to-eliminate-thermomechanical-constraints-for-large-format-ai-chips/ - Advanced Chip and Circuit Materials, Inc. has launched Celeritas HM50 and Celeritas HM001 to address thermomechanical constraints in large-scale AI chip manufacturing. HM50 features a negative coefficient of thermal expansion to counteract copper expansion, reducing warpage and improving solder fatigue life. HM001 offers near-zero CTE and low-loss performance for high-speed signals up to 224 Gb/s. These materials aim to expand architectural design space for AI accelerators by resolving mismatches between silicon and standard PCB substrates.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.