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In recent weeks, we had experience high price divergence between Shanghai Free Trading Zone (based on Comex and LBMA pricings) and Shanghai Gold Exchange having its own benchmark and serving domestic market. This peaked as high as 120 USD. So is it finally time for gold’s price de-coupling to occur in between east and west? And should be expect price charts to explode? Nope. Not really. We’re going to try explain what’s happening in our opinion, however need to clearly emphasize, that amount of misinformation and misinterpretations surrounding subject is extraordinary.

OIn recent weeks new tensions emerged, occasionally even temporarily pushing war on Ukraine off the first pages of newspapers. That is military coup d’état in Niger and risk of potential intervention aimed to restore previous government. Allegedly junta threatened to ban gold and uranium exports to France. Which was soon proven to be fake news. But we think it is worthy considering what we have just witnessed and ‘what if and if at all’ effects on precious metals markets

In the past we didn’t have many opportunities to discuss subject of gold miners on Metal Market Europe blog. We’d like to address this matter, as since couple years we witness strong trend on great sectoral mergers and acquisitions. Some could be even considered as tectonic in size, as relating to biggest names in industry.