High Costs and Geopolitical Turmoil Shake Investor Confidence in some Gold Miners
May 30, 2025
By Laurent MAUREL
Reading time: 9 mins.
The surge in gold prices is already causing major disruptions in Burkina Faso, both economically and politically. In this increasingly unstable context, it's essential to assess what could change in the short term for the mining industry in a jurisdiction that is becoming more complex and exposed.
What new risks—and potential opportunities—might emerge from this rapidly evolving landscape?
Miners are Starting to Move
May 29, 2025
By Laurent MAUREL
Reading time: 8 mins.
Despite a tense global environment — with persistent inflation, geopolitical tensions, and heightened interest rate uncertainty — the U.S. economy remains broadly resilient.
The uranium sector has emerged as one of the most sought-after plays in the market. The momentum was abruptly reignited by a series of executive orders signed by Donald Trump, aimed at revitalizing and reindustrializing the American nuclear industry. These measures — still in the process of being fully defined — form part of a broader strategy for energy security and reduced reliance on imports, particularly from Russia.
A New Gold Rush in China
May 2, 2025
By Laurent MAUREL
Reading time: 10 mins.
This marks a major milestone in China's ongoing strategy of gradual dedollarization. Gold is becoming a central geopolitical tool — both as a means to strengthen the yuan’s monetary sovereignty and as a way to bypass U.S.-dominated financial infrastructure.
The message from Beijing is clear: in the future, the value of the yuan could increasingly be backed by internationally accessible gold reserves, reshaping the global monetary order.
Meanwhile, Chinese demand for gold is surging dramatically.At the same time, China's gold exports are rising significantly as new gold/yuan trading hubs are established with its international partners.In other words, China is gradually seeking to establish itself as a key player in the global gold market. By allowing the international delivery of certain products traded on the Shanghai Gold Exchange, Beijing aims to extend its influence well beyond its borders.
Gold Miners Are Waking Up: 3 Company Spotlights
Apr 25, 2025
By Laurent MAUREL
Reading time: 7 mins.
As the GDX forms a strong bullish engulfing candle, the market appears to be sending a clear signal: capital rotation is underway in favor of the mining sector.
We are likely witnessing the end of a decade-long underperformance of gold mining stocks relative to the broader equity market. All signs point to the beginning of a new bullish cycle — the last of which saw the HUI/SPX ratio (which tracks miners versus the broader market) increase fivefold from current levels.
Intense Volatility Across Financial Markets
Apr 13, 2025
By Laurent MAUREL
Reading time: 11 mins.
Another week marked by intense volatility across financial markets. Trade tensions, geopolitical flare-ups, and a collapse in the bond market — each day brought its share of news, turning global exchanges into a true roller coaster.
But beyond the noise, one thing is clear: gold has once again emerged as the big winner amid the turmoil. The metal ended the week with a double record close — both on a daily and weekly basis.
An Especially Brutal Week for Markets
Apr 6, 2025
By Laurent MAUREL
Reading time: 8 mins.
The primary trigger behind this correction was the announcement of sweeping new tariffs by Donald Trump.
On April 2, 2025, the former U.S. president announced a broad new round of import tariffs targeting both the European Union and several key Asian economies. This marks a sharp escalation in U.S. trade policy, with far-reaching consequences for inflation, consumer spending, and global macroeconomic stability.
Is Cryptocurrency the Green Gold?
Sep 9, 2024
By Gaia Research Team
Reading time: 5 mins.
Gold has been a cornerstone of wealth preservation and investment for centuries, valued for its rarity, stability, and intrinsic value. However, the rise of cryptocurrencies, particularly Bitcoin, has sparked debates about whether gold’s dominance as a safe-haven asset is under threat among investors as there has been an increased level of investors using cryptocurrencies especially bitcoin…
The Golden Horizon: Demand, Supply, and Future Price Trends
Sep 3, 2024
By Gaia Research Team
Reading time: 8 mins.
As the global economy navigates through uncertainty and fluctuating financial markets, gold remains a pivotal asset for investors, central banks, and industries alike. The ongoing hype around gold has sparked renewed interest in understanding the dynamics of its demand and supply, identifying key buyers, and predicting where its price may head in the future.