⛏China Blocks Critical U.S. Exports

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China Blocks Critical U.S. Exports
China bans gallium, germanium, and antimony exports to the U.S., citing national security. This retaliation follows expanded U.S. tech curbs and underscores China’s dominance in critical minerals. Gallium and germanium are essential for semiconductors, while Antimony is widely used in bullets and other weaponry. Rising prices and supply chain disruptions renew calls to strengthen U.S. domestic production of essential resources. Read on »

China Has "Secretly" Been Buying Gold Since May 2024
China’s clandestine gold acquisitions, with 60 tons purchased in September, highlight a growing shift in global reserves. Leveraging off-balance sheet and OTC strategies, the PBoC quietly accumulates gold to avoid price spikes, strengthening BRICS’ economic footing. Goldman Sachs data underscores a “reset” in market dynamics fueled by physical demand, not dollar correlations. Read on »

Northern Star’s Acquisition of De Grey Mining Cements Global Leadership in Gold
Northern Star Resources’ (ASX: NST) $3.3 billion acquisition of De Grey Mining (ASX: DEG) elevates it to a global gold powerhouse. The Hemi project adds significant production capacity, complementing its Kalgoorlie expansion. Despite permitting and execution risks, strong cash flow and technical expertise position Northern Star to manage challenges and achieve annual output near 3 million ounces. Read on »

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