‘Gold is a clear beneficiary of de-dollarization… and we think it can continue to climb’ – UBS
(Kitco News) – Gold is benefiting from a reinvigorated de-dollarization trade, and the monumental fiscal challenges facing the United…
UBS sees gold price challenging $5,000/oz in H1 2027 on lower real rates, softer USD and strong sovereign demand
(Kitco News) – Gold prices have faced the strong headwind of a high opportunity cost for much of…
Rio Tinto signals no rush to revive Glencore deal as standstill ends
A freeze on Rio Tinto approaching Glencore for a takeover expires this week, but people who have been…
Glencore’s energy trading profits soar on Iran war
Glencore (LON: GLEN) earned 66 times more from energy trading in the first half of 2026 than it…
Vitol, Cargill, Glencore cut ties with Radiant World
Vitol Group and Cargill have stopped trading with Radiant World, one of the world’s largest iron ore traders,…
Glencore’s copper output up 15%, sees strong $3.3B marketing EBIT
Glencore said on Wednesday first-half copper production rose 15% on higher grades at key operations, while its marketing…
Why Congo’s Cobalt Quota Shift Makes Glencore plc’s (GLNCY) Battery Recycling Footprint More Strategic
Glencore plc (OTC:GLNCY) is one of the best battery recycling stocks to buy. Why Congo’s Cobalt Quota Shift…
Trafigura profit, volumes surge in first results since Hormuz closure
Trafigura reported on Thursday a jump in net profit, offering the first glimpse into how trading houses have…
Iran war volatility has boosted commodities across the complex, and gold, oil and base metals prices will rise even after a deal – UBS
(Kitco News) – U.S.-Iran negotiations remain the most important driver of commodity markets in the near term, and…
Silver price outlooks chopped as supply deficit forecasted to narrow dramatically in 2026 – UBS
(Kitco News) – Weaker investment demand, softer industrial consumption, and higher mine supply will lower the supply deficit…
UBS lowers 2026 gold price forecast to $5,500/oz: ‘Markets are rediscovering the concept of opportunity cost’
(Kitco News) – Swiss banking giant UBS has cut its year-end 2026 gold price forecast from $5,900 to $5,500…
UBS Analysis: Silver Market Deficit Persists Amid Strong Demand and Supply Constraints – News and Statistics
May 15, 2026 A recent analysis from UBS indicates that the global silver market is facing a persistent…