Niche “Strategic” Minerals Surging in Price as Defense Spending Booms & Shortages Loom

Hafnium —which you’ve probably never heard of— went up 7X in 16 months!

Antimony’s price has jumped ~+375% since start of 2024

Rhenium, ~+100% YOY

Gold rally finally attracts investors back to mining stocks after months of outflows

According to LSEG Lipper data, funds investing in physical gold and gold derivatives attracted a net $17.8 billion in 2024, the highest in five years, while funds investing in gold miners lost a net $4.6 billion, the most in a decade. 

Gold mining Funds saw their first net monthly inflow in six months in March, attracting $555.3 million, the highest since November 2023, according to Lipper data.

The Gold ETF's have seen continued interest all around the world:

Global Inflows: Gold ETFs have seen significant inflows in 2025, with a total of

$3000 Gold

Gold’s outperformance continues unabated. It took some time, but we’re finally here!

It would be healthy to see it consolidate at these levels before racing further ahead—but a bull is hard to tame! 

____________________________________________________
MasterMetals
@MasterMetals