Global Gold Market News & Analysis

Pleas and Pricing Controls: India’s Golden Opportunity

Generated by Google Gemini AI on June 24, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

Gold remains central to Indian household finances, despite all the best efforts of the state.

Bringing the Bullion Back: Geopolitics Returns to Global Gold Markets

Gold bullion, Generated by Google Gemini AI on May 25, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

The New York Fed’s vault remains the largest sovereign gold repository in the world, but recent withdrawals suggest that geopolitical considerations are increasingly tilting the balance toward domestic storage, even among longstanding US allies.

Warlord’s Portfolio: Mapping the RSF Economy from Darfur to Dubai

Generated by Google Gemini AI on March 24, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

The RSF has leveraged a combination of territorial control and family-based corporate networks to create one of the richest statelets in existence, with geopolitical weight that extends far beyond Sudan’s borders.

Gold and Geopolitical Risk: M23 War Chest Swells in Eastern DRC

gold-01-30-2026-970 copy

Artisanal gold mining is known to be a driver of global conflict, and the stakes are rising as the precious metal hits all-time highs. The M23 conflict in eastern DRC shows how gold price and peace can be negatively correlated.

Permanent Partition? Frontline Hardens in Sudan Civil War

On January 24, 2025, the Moderate Resolution Imaging Spectroradiometer (MODIS) on NASA’s Aqua satellite acquired this true-color image of black smoke pouring from the location of an oil refinery located east of the White Nile River in Sudan. The dark plume was the result of a fire at the Al-Jaili refinery, which is located about 60 kilometers (40 miles) north of Khartoum, the capital city of Sudan and home to more than 6.5 million people. Strong winds carried the dense smoke more than 182 kilometers (113 miles) southward, passing over Khartoum where skies darkened from the smoke and noxious plume. Oil refineries handle a number of potentially dangerous chemicals, including sulfur dioxide, nitrogen oxide, carbon monoxide, and many other harmful substances. Exposure to smoke can cause respiratory problems, irritation of the skin and eyes, and headache in the short term. Long term exposure can result in kidney, liver, and nervous system. The fire is the result of fighting between Sudan’s military and rebel Rapid Support Force (RSF) who are engaged in a brutal civil war that begin in April 2023. The refinery, which is owned by Sudan’s government and the state-run China National Petroleum Corporation, was overtaken by RSF shortly after the start of the fighting. It has been attacked repeatedly, with both sides blaming the other for the disastrous fire caused by this latest assault on the refinery. The Al-Jaili refinery has been in operation since 2000 and was designed to produce 100,000 barrels a day, supplying roughly 45 percent of Sudan’s needs. Since the start of the conflict, output has been significantly reduced and accurate estimates of damage from the current blaze are not yet available. / https://commons.wikimedia.org/wiki/File:Refinery_Fire_in_Sudan_(MODIS_2025-01-26).jpg

Both the SAF and RSF may accept a short-term truce owing to international pressure or tactical regrouping, but neither will make the concessions required for lasting peace. The current partition of Sudan is here to stay.

Gold, Gulf, and the Fall of El Fasher: RSF Redraws Sudan War Map

Al Fashir, North Darfur capital, Sudan. Urban area in saltpepper. To its N are 2 large UN refugee camps, Abu Shouk and Al Salam, with +200K people, in brown to the right of rectangle, wich is where international assistance agencies are based, parking lots and warehouses. Agriculture in green at wadi near town, temporary rainy season running only river lowlands. Cattle ranching happens at yellow area, with some vegetation, greenish polygons, this year wich was quite rainy., modified, / cc Coordenação-Geral de Observação da Terra/INPE, https://commons.wikimedia.org/wiki/File:El_Fasher,_Darfur_do_Norte,_Sud%C3%A3o.jpg

The fall of El Fasher was more than another battle lost. It marked the moment a war began to redraw Sudan’s map and, in many ways, its meaning.

Central Bank Gold Rush: Temporary Haven or Permanent Pivot?

cc Michael Sutton, modified, https://flickr.com/photos/192368704@N03/51137152164/in/photolist-2kUPgKj-2hfzR66-d9LXtr-EPpoYg-5n2U8G-22Tn62h-24jYjw5-2mbqt2P-XLey1B-6sXuyS-7wKKZw-7wKJHS-8QEoZJ-7V3f15-tNMtEC-nvzv2j-8Vcf3W-ahAQNb-PUzNk-4U8yXw-nuUJ7Y-2amvfe9-fsVNXn-QqTGhJ-2jW6gut-64MhJH-6z6vXN-7usvtd-4iUZV1-yvh764-4iQzJv-qmFUMg-57ULxb-76tNio-6NaRoV-2nD9BJe-yNwhht-a6ZGTn-GuTaBg-5LuUbY-RB4ci8-rW9Ci-4sebE9-kmGF4T-diiEdG-8Cjxjs-23XakE-7ctdVS-31YRyi-ooGqXQ

Assessing how a recent renaissance in gold markets is impacting the BRICS countries' push for de-dollarization.

Gold as Geostrategic Asset: The Once and Future King?

US Mint (coin), National Numismatic Collection (photograph by Jaclyn Nash) - National Numismatic Collection, National Museum of American History

Gold has carried an intrinsic value since the dawn of human civilization, and there’s no reason to believe this value won’t come back into play in a post-US dollar global financial system.

2018 Ethnic Clashes in DR Congo

Ituri, CC Monusco Flickr, modified, https://creativecommons.org/licenses/by-sa/2.0/

Renewed violence between the Hema and Lendu tribes is drawing disturbing parallels to one of the bloodiest wars in Africa’s history.

Abe’s Latest Election Win in Japan: Economic Impacts

Generated by Google Gemini on July 30, 2025.

Examining what last week's elections mean for the future of Japan's economy.

Bear Stearns and US Bank Bailouts

Generated by Google Gemini on July 25, 2025.

The recent collapse of investment bank Bear Stearns, the lack of market liquidity and the sub prime mortgage crisis are all representative of more fundamental flaws in the financial system and American economy.

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