Coverage
Metals
Research, commentary and reporting from the Metals desk.
Gold Price Targets From Five Bullion Desks: A Comparative Read
Five major bullion desks disagree meaningfully on year-end 2026 gold. We compare their theses side-by-side — and where central bank buying sets the floor.
FRI, JUL 3 · 10:45 PM
Silver Technicals and the $64 Line
Positioning, structure, and open interest all point to the same level. What happens if we break above $64 — and how to size the volatility.
FRI, JUL 3 · 7:00 PM
The Copper Shortage Nobody Priced In
Electrification meets a decade of underinvestment. S&P Global projects a 10 million tonne shortfall by 2040. Here's the demand math.
FRI, JUL 3 · 2:30 PM