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.