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Ole Hansen

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Situations

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Gold prices fluctuate amid Fed policy and US economic data

26 clusters · 584 sources · last updated

Latest: Antam gold prices drop to Rp2,546,000 per gram

Gold prices have faced ongoing volatility driven by Federal Reserve policy signals and inflation data. While prices previously held above $4,000, they have fluctuated near the $4,170 level as investors weigh the impact o

[QUIET] [BUSINESS] [US] [AU] [CL]

Critical mineral demand from AI and energy transition

3 clusters · 10 sources · last updated

Latest: Copper demand cools amid shifting AI expectations

The expansion of artificial intelligence and the global energy transition are driving increased demand for critical minerals. Initial projections from Wood Mackenzie highlighted that AI infrastructure development, includ

[QUIET] [BUSINESS] [CL] [US] [CN]

Copper prices fluctuate amid supply and labor tensions

41 clusters · 150 sources · last updated

Latest: Precious and strategic metals see divergent market trends

Copper prices reached historic highs in September 2026, with LME 3-month contracts exceeding US$14,500–$14,875 per tonne. This surge is driven by a structural market deficit caused by declining ore grades and rising dema