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Crux Investor
cruxinvestor.com > posts > us-debt-above-40-trillion-strengthens-golds-case-as-a-hedge

US Debt Above $40 Trillion Strengthens Gold's Case as a Hedge - Article

3+ day, 7+ hour ago   (325+ words) Gold holds near $4,437 as Fed uncertainty, Gulf shipping attacks, and 12-year-high physical demand reinforce its hedge appeal. Gold rose early as a softer US dollar lowered bullion’s cost for non-US buyers. December gold futures then settled 0.1% lower at $4,437.10 as the…...

Crux Investor
cruxinvestor.com > posts > kasiyas-rare-earth-by-product-could-add-722-million-at-a-151-rate-of-return

Kasiya's Rare Earth By-Product Could Add $722 Million at a 151% Rate of Return - Article

3+ day, 22+ hour ago   (111+ words) Kasiya’s monazite rare earth by-product could add $722M in NPV at a 151% IRR, using existing rutile and graphite infrastructure with rapid payback. Kasiya could produce monazite rare earth concentrate as a by-product from the same material already mined and processed for…...

Crux Investor
cruxinvestor.com > posts > brents-break-above-100-lifts-golds-haven-bid-ahead-of-fed-decision

Brent's Break Above $100 Lifts Gold's Haven Bid Ahead of Fed Decision - Article

4+ day, 8+ hour ago   (409+ words) Brent above $100 lifts gold’s haven bid, but 60% Fed hike odds and 4.81% Treasury yields keep bullion’s upside tied to this week’s inflation data. Spot gold traded near $4,403 an ounce, up 1.11%, as geopolitical risk supported haven demand. Brent crude broke above $100 a…...

Crux Investor
cruxinvestor.com > posts > critical-minerals-supply-risk-now-sits-in-project-funding

Critical Minerals Risk Shifts From Export Licenses to Project Funding - Article

4+ day, 15+ hour ago   (215+ words) Chinese suppliers refuse rare earth cargoes despite valid licenses, and 23 EU strategic projects lack cash, directing value to funded, permitted supply. Approval rests with Beijing, but the decision to load a container rests with the supplier. Since the August sanctions,…...

Crux Investor
cruxinvestor.com > posts > copper-hits-record-high-as-us-tariff-delay-divides-producers

Copper Hits Record High as US Tariff Delay Divides Producers - Article

5+ day, 15+ hour ago   (435+ words) An overdue US tariff ruling is draining copper stocks outside America as mine output falls 1.1%, dividing producers by brand registration. Benchmark three-month copper on the London Metal Exchange touched $14,533 a tonne, surpassing the previous peak of $14,527.50 in January. Copper gained…...

Crux Investor
cruxinvestor.com > posts > vendor-export-credit-support-push-atlas-salt-past-c-300-million-in-funding

Vendor & Export Credit Support Push Atlas Salt Past C$300 Million in Funding - Article

6+ day, 15+ hour ago   (224+ words) Atlas Salt’s Great Atlantic Salt Project now has over C$300M in financing LOIs, backed by Sandvik and export credit agencies, as it targets C$350M-C$400M in debt. President and Chief Executive Officer of Atlas Salt, Nolan Peterson, has made the…...

Crux Investor
cruxinvestor.com > posts > india-builds-copper-smelters-it-cannot-feed-locking-in-imports-past-2035

India Builds Copper Smelters It Cannot Feed, Locking in Imports Past 2035 - Article

6+ day, 17+ hour ago   (440+ words) India plans 5Mt of copper refining capacity by 2030 but projects 95% concentrate import dependence, leaving a permanent new bidder in the seaborne market. India's Ministry of Mines held preliminary discussions with Zambian officials on 26 August about copper and critical minerals investment. The…...

Crux Investor
cruxinvestor.com > posts > coringa-leads-serabi-golds-production-on-a-license-expiring-january-29-2027

Coringa Leads Serabi Gold's Production on a License Expiring January 29, 2027 - Article

1+ week, 2+ day ago   (290+ words) Coringa now leads Serabi Gold's output but runs on a GUIA license expiring January 29, 2027. Full-year guidance assumes the LI lands by the fourth quarter. Chief Executive Officer of Serabi Gold, Mike Hodgson, described the division of work: Serabi maintains full-year…...

Crux Investor
cruxinvestor.com > posts > p2-gold-car-body-7-things-you-need-to-know-about-the-early-cash-flow-strategy

P2 Gold & Car Body: 7 Things You Need to Know About the Early Cash Flow Strategy - Article

1+ week, 2+ day ago   (436+ words) P2 Gold's Car Body metallurgy supports a potential route to earlier Gabbs gold cash flow during construction, with the concept moving into feasibility work. P2 Gold has identified mining and processing the Car Body Zone during construction as an opportunity to accelerate…...

Crux Investor
cruxinvestor.com > posts > golds-3-pullback-tests-whether-record-central-bank-buying-can-sustain-upside

Gold???s 3% Pullback Tests Whether Record Central Bank Buying Can Sustain Upside - Article

1+ week, 4+ day ago   (465+ words) Gold falls 3% as Fed rate risk rises, while record central bank buying and slow mine growth support the longer-term demand outlook. CME FedWatch showed the probability of a rate increase at the Fed’s September 15 and 16, 2026 meeting rising from approximately 33% to…...