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BCA Research Sees Aluminum Support Fading as 2026 Demand Outlook Weakens

December 23, 2025 1:11 pm
Key Moments BCA Research notes that constrained Chinese primary aluminum production and a wide copper-aluminum price spread are currently supporting aluminum prices. The firm anticipates that by 2026, weakening global manufacturing conditions will pressure aluminum demand and prices. BCA expects increased Chinese secondary production and overseas capacity growth by Chinese producers to offset slowing primary […] Read more

Spot Silver registers fresh record of $70/oz.

December 23, 2025 9:28 am
Spot Silver extended bullish run to a fresh record high of $70.00/oz. on Tuesday, underpinned by expectations of further policy easing by the Federal Reserve and amid ongoing supply deficit, rising industrial demand as well as robust investment demand. The latest US macro data pointed to moderating inflation and a cooling labor market, giving the […] Read more

Yardeni Sees Gold Entering New Phase of Policy-Driven Upside

December 23, 2025 8:36 am
Key Moments Yardeni Research links the strong precious metals rally to macro and policy concerns, rather than stronger global growth. The firm raised its year-end 2026 gold price target to $6,000 per ounce after spot prices climbed above $4,500. Yardeni maintains a longer-term view that gold could reach $10,000 by the end of the decade. […] Read more

Spot Gold sets new record near $4,500/oz.

December 23, 2025 7:47 am
Spot Gold extended gains to a new all-time high of $4,497.55/oz. on Tuesday, underpinned by expectations of further policy easing by the Federal Reserve and rising geopolitical tensions. The latest US macro data pointed to moderating inflation and a cooling labor market, giving the Fed more scope to lower rates. FOMC policy makers signaled just […] Read more

Platinum Breaks Through $2,000 as Market Bets on Stronger Demand

December 22, 2025 1:06 pm
Key Moments Platinum prices climbed more than 4.6% on Monday, moving above $2,000 per ounce for the first time since 2008. Gains in platinum came alongside a broader upswing in precious metals, supported by expectations of lower interest rates, firmer demand, and tighter supply ahead. UBS strategists raised their platinum price outlook by $300 per […] Read more

Silver extends record run amid Fed cut bets, tight supply

December 22, 2025 12:04 pm
Spot Silver scaled a fresh record high of $69.44/oz. on Monday, underpinned by expectations of further policy easing by the Federal Reserve and amid ongoing supply deficit, rising industrial demand as well as robust investment demand. The latest US macro data pointed to moderating inflation and a cooling labor market, giving the Fed more scope […] Read more

Crude Oil Climbs as U.S. Action Near Venezuela Rekindles Supply Fears

December 22, 2025 8:07 am
Key Moments Brent crude futures rose 46 cents, or 0.8%, to $60.93 per barrel, while WTI gained 46 cents, or 0.8%, to $56.98 by 0400 GMT. U.S. authorities pursued an oil tanker in international waters off Venezuela, in what could mark the third such move in less than two weeks. Geopolitical tensions related to Venezuelan […] Read more

Spot Gold scales new record high above $4,400/oz.

December 22, 2025 8:00 am
Spot Gold extended its bullish run to a new all-time high of $4,420.07/oz. on Monday, underpinned by expectations of further policy easing by the Federal Reserve and robust safe-haven demand. FOMC policy makers signaled just one 25 bps rate cut for next year, while investors continue to expect two rate cuts of 25 basis points […] Read more

UBS Raises Platinum and Palladium Outlook After Powerful Price Breakout

December 19, 2025 1:22 pm
Key Moments UBS raised its platinum price forecasts by $300 per ounce after the metal surged nearly $500 over four weeks to a 17-year high. Meanwhile, UBS lifted palladium forecasts by $100 per ounce as market conditions tightened and the metal traded at a $250 discount to platinum. In addition, UBS flagged policy uncertainty and […] Read more