2+ week, 2+ day ago   (997+ words) BY MUFLIH HIDAYAT ON AUGUST 7, 2026 To understand why spot gold climbed above $4,254.11 per ounce and gold futures reached $4,312.00, it helps to step back and examine the structural conditions that were quietly building beneath the surface for weeks prior to the…...

3+ week, 3+ day ago   (899+ words) BY MUFLIH HIDAYAT ON JULY 30, 2026 The Valterra Platinum PGM demand outlook, presented alongside the company's half-year results to June 30, 2026, offers one of the most detailed public frameworks for understanding why that gap exists and why it is likely to widen…...

1+ mon, 1+ week ago   (1001+ words) BY MUFLIH HIDAYAT ON JULY 16, 2026 Examining weekly charts for the dollar, palladium, and copper simultaneously in mid-July 2026 reveals three markets that are each, in their own way, approaching technically critical junctures. The resolutions of these setups carry implications not only…...

1+ mon, 1+ week ago   (765+ words) BY MUFLIH HIDAYAT ON JULY 14, 2026 Understanding this mechanism is essential for anyone tracking why gold rises on weak US jobs data with such reliability, and why the July 2026 nonfarm payrolls miss produced such an immediate and broad-based response across the…...

1+ mon, 3+ week ago   (875+ words) BY MUFLIH HIDAYAT ON JUNE 26, 2026 A frequently overlooked dynamic in commodity equity investing is the amplification effect. When aluminium prices fall by, say, 5%, the impact on a producer's earnings per share can be multiples of that percentage, because operating costs…...

2+ mon, 1+ week ago   (834+ words) BY MUFLIH HIDAYAT ON JUNE 12, 2026 In most commodity markets, price acts as the ultimate instruction. When the cost of a raw material rises sharply, producers respond by opening new mines, expanding existing operations, and accelerating development timelines. Capital flows toward…...

3+ mon, 2+ day ago   (889+ words) BY MUFLIH HIDAYAT ON MAY 21, 2026 Primary mine output continues contracting, above-ground inventories are shrinking toward critical thresholds, and the physical market is signalling stress that paper trading can only temporarily obscure. Understanding why this gap exists requires moving beyond the…...

3+ mon, 4+ day ago   (902+ words) BY MUFLIH HIDAYAT ON MAY 19, 2026 The mechanics of this transmission are worth understanding clearly: The compounding effect is significant. South Africa's mining-heavy northern provinces are particularly reliant on road-transported diesel, making them sensitive to any tightening of national fuel inventory…...

3+ mon, 1+ week ago   (1496+ words) BY MUFLIH HIDAYAT ON MAY 16, 2026 The broader precious metals market experienced significant investor interest throughout 2024 and into 2025. Gold advanced from around $2,660 at the start of the period to record levels above $3,200 by April, supported by Federal Reserve policy uncertainty, geopolitical…...

3+ mon, 1+ week ago   (674+ words) BY MUFLIH HIDAYAT ON MAY 15, 2026 Understanding why the platinum deficit and South African supply decline is deepening requires setting aside the standard commodity framework and examining the geological, operational, and financial mechanics that make platinum supply uniquely inelastic in the…...