Silver and copper have replaced gold as the hot metal trade heading into 2026, with institutional and retail traders positioning for record rallies. Silver has nearly doubled this year, with most gains occurring in the past two months due to a historic supply squeeze in the benchmark London market amid surging demand from India and silver-backed exchange-traded funds. While that crunch has eased in recent weeks as more metal is shipped to London vaults, other markets have seen supply constraints: Chinese inventories are at decade lows.

London-listed Switch Metals has signed a memorandum of understanding (MoU) with financial services company Xcelsior Capital Advisors. Xcelsior provides financing to producers of critical metals and minerals including miners, processors, refiners, recyclers and manufacturers.

China announced that construction has begun on the world’s largest hydropower dam.

Who controls the future of rare earth mining?

The idea of boycotting US-made goods seems like the working title of a Twilight Zone episode but with the ‘every man for themselves’ narrative now the headline, the silver lining is worth consideration.  No matter what happens in American politics, every headline, segment, and push notification bends back to Donald Trump, his legal woes, or […]

The metals and mining sector is a cornerstone of the global economy, providing essential materials for everything, from construction to technology. As we progress on the path towards energy transition, it’s crucial to understand the evolving landscape of risks and opportunities that the sector faces. This week’s Blog from EY Americas delves into the latest findings from the study, highlighting the top 10 risks and opportunities that will shape the sectors near future.