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Trump Doubles Steel Tariffs Amidst U.S. Steel-Nippon Deal On May 31, 2025, President Donald Trump made headlines by announcing that he would double tariffs on steel imports from 25% to an eye-watering 50%. This bold move accompanies plans for a high-profile investment deal between U.S. Steel Corporation and Japan’s Nippon Steel Corporation. While the president…

This Indicator Says Silver is Undervalued: A Pragmatic Look at Silver’s Market Position Introduction As seasoned investors know, navigating the commodities markets involves a thorough understanding of various factors that drive prices. Gold has recently dominated the headlines with record-high prices, yet silver seems to have lagged significantly behind. With the gold-silver ratio remaining historically…

Market Dynamics Surrounding Nippon Steel’s $15 Billion Bid for U.S. Steel As the global commodities markets continue to evolve, investors are closely monitoring Nippon Steel’s ambitious $15 billion proposal to acquire U.S. Steel. Following the announcement, various stakeholders, including analysts and industry observers, are weighing the potential implications and benefits of this merger. The bid…

Investing in Integrated Energy: Why Chevron and TotalEnergies Are Strong Long-Term Picks If you’re looking into oil stocks, some of the best long-term options are likely to be found among integrated energy giants. Historically, the most opportune moment to invest in these companies tends to occur during periods of weak oil prices—a scenario we currently…

Gold Miners forgo Hedging Amid Sky-High Prices The world of gold mining is undergoing a substantive shift as soaring prices for the precious metal prompt firms to shun hedging strategies that were once commonplace. Despite gold recently surpassing $3,500 a troy ounce—an unprecedented peak both in nominal and real terms—many leading producers have opted against…

Junior Mining Stocks: A Comeback on the Horizon? The world of junior mining companies, often overshadowed by the allure of technology and cryptocurrencies, is poised for a resurgence. As commodities face renewed interest due to various economic factors, Jacques Bonneau, a seasoned figure in the Canadian mining landscape, emphasizes the pivotal role these junior miners…

The Impending Collapse of the Yen Carry Trade: Implications for Treasuries and Gold In the ever-evolving landscape of global finance, the unwinding of the yen carry trade is sending tremors through the markets, potentially leading to profound impacts on both U.S. Treasuries and gold prices. As investors grapple with rising inflation and interest rates, a…

Chinese Trader’s Bullish Bet on Copper Marks a Shift in Market Dynamics Overview of Bian Ximing’s Investment Strategy In the throes of escalating geopolitical tensions, a noteworthy player has emerged in the copper market. Bian Ximing, a reclusive billionaire turned commodities investor, is positioning himself as China’s largest copper bull with a substantial bet valued…

The Resurgence of Offshore Wind Energy: Empire Wind Project in New York Following a tumultuous period in the U.S. offshore wind industry, construction on the Empire Wind energy project is set to resume, having faced a recent halt due to governmental intervention. The project, spearheaded by the Norwegian energy company Equinor, is a significant initiative…

America Just Imported a Mountain of Gold: A Wake-Up Call for Serious Investors In a striking and potentially alarming development, the United States has imported over 600 tons of gold in the first two months of 2025, primarily from London and Switzerland. As reported by the World Gold Council, this significant inflow raises questions about…