Gold is gaining support as expectations of near-term rate hikes fade, while physical demand in China and India increasingly shifts from jewellery toward investment gold.

According to media reports, Bank of America sees particularly strong upside potential in uranium. Rising reactor requirements and only slowly expanding primary supply support the long-term investment thesis.

Japan is testing the extraction of rare-earth sludge. Unresolved environmental issues, an incomplete regulatory framework, and high costs keep onshore raw material projects at the center of the supply chain.

Despite the sharp correction, silver continues to be supported by a structural market deficit. In platinum, an equally tight supply backdrop is meeting additional long-term industrial demand drivers.

Gold mining is expensive, and gold is scarce.

Overall gold demand (including OTC trading) remained stable in the second quarter.

Even though the silver price is currently weak, many analysts are positive about its long- and medium-term outlook.

Green mobility requires raw materials - and not just raw materials, but also stable power grids.

Market turbulence does not automatically lead to higher gold prices. But gold remains the ultimate store of value.

Currently, the price of gold is attempting to find a bottom. Tensions between the U.S. and Iran continue to influence the price of the precious metal.