⛏ Critical Materials Enter Bullish Cycle

The Resource Roundup

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Critical Materials Enter Bullish Cycle
Geopolitical shocks, trade restrictions, and the push for energy transition are transforming rare earths and battery metals into core strategic assets. The Sprott Critical Materials Index has broken out, a potential early signal of a long-lasting bullish cycle. Structural supply shortages further support the case for a commodity supercycle. Read on »

Liquidity Shock Threatens Overvalued Markets
U.S. financial markets are at maximum fragility. The hidden liquidity buffer is gone, stocks trade at record valuations, and Treasury issuance directly drains the system. Banks mask losses through accounting, but forced sales could unravel that illusion instantly. Gold’s role as a safe haven is reinforced as liquidity stress and overvaluation converge into systemic risk. Read on »

Gas Market Faces Supply Crunch
Natural gas prices in North America may finally be poised for a breakout. Supply peaked in early 2024 and is slipping, with shale productivity in decline. At the same time, structural demand drivers—from LNG exports to gas-fired power for data centers—are intensifying. Inventories are tightening fast, signaling that a sustained bull market for gas may have already begun. Read on »

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