Goldman Sachs senior strategist recommends hedging recession risks by going long on gold and short on oil as global macro uncertainty rises.
Metals
Ukraine’s Ukrainian Shield region is rich in critical minerals, including lithium and graphite, but lacks essential infrastructure and security.
Donald Trump’s pursuit of Greenland’s natural resources could end in disaster given the island’s harsh climate and climate change-induced hazards.
Arkansas’s lithium discovery could meet future EV battery demands, bolstering U.S. independence in this critical green technology.
A game of ports is heating up in Central Africa as the West and China back competing green metal transport routes: the Lobito Corridor and TAZARA.
Anticipating increased demand for copper, big miners like BHP want greater market share to be able to set prices and provide higher returns to shareholders.
In the pursuit of deeper participation in Kazakhstan’s extractive industries, South Korea faces country-level and broader geopolitical risks.